Pinney & Scofield Inc. Portfolio
Invests via Pinney & Scofield Inc. | Managed by Richard A. Seeley, John Robert Goddard, Mary M. Evans
Invests via Pinney & Scofield Inc.
Managed by Richard A. Seeley, John Robert Goddard, Mary M. Evans
Automatically Tracked
Company Profile
Private equity and investment-services firm focused on alternative asset management and middle-market buyouts, with sponsor-backed and family-office capital deployment. Pinney & Scofield Inc. positions itself as a sector-agnostic investor targeting operationally intensive businesses in manufacturing, healthcare services and niche consumer brands, offering control and growth-oriented capital, board-level operational support and exit planning for strategic sales or recapitalizations.
Private equity and investment-services firm focused on alternative asset management and middle-market buyouts, with sponsor-backed and family-office capital deployment. Pinney & Scofield Inc. positions itself as a sector-agnostic investor targeting operationally intensive businesses in manufacturing, healthcare services and niche consumer brands, offering control and growth-oriented capital, board-level operational support and exit planning for strategic sales or recapitalizations.
Investment Philosophy & Strategy
Targets middle-market control investments in operationally intensive businesses across manufacturing, healthcare services and niche consumer brands. Emphasizes a hands-on private equity playbook: buy-and-build value creation, operational improvement, margin expansion and governance upgrades. Prefers sponsor-backed and family-office capital structures, flexible hold periods tied to execution of strategic exits or recapitalizations. Underwriting blends cashflow resilience, unit economics and management continuity; risk managed through concentrated portfolio construction, staged capital with operational KPIs, and active board-level involvement to accelerate EBITDA growth and liquidity creation.
Targets middle-market control investments in operationally intensive businesses across manufacturing, healthcare services and niche consumer brands. Emphasizes a hands-on private equity playbook: buy-and-build value creation, operational improvement, margin expansion and governance upgrades. Prefers sponsor-backed and family-office capital structures, flexible hold periods tied to execution of strategic exits or recapitalizations. Underwriting blends cashflow resilience, unit economics and management continuity; risk managed through concentrated portfolio construction, staged capital with operational KPIs, and active board-level involvement to accelerate EBITDA growth and liquidity creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.69%
Gain +0.33%
Monthly
1.21%
Yearly
15.62%
Drawdown
7.91%
$205.7M
Equity
Holdings
$205.7M
Investment
$162.97M
$55.6M
Profit +$698,702.45
Realized
$12.87M
Unrealized
$42.73M
Dividends
$6.72M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$698,702.45
Win %
70%
This Week
Compared To Last Week
Gain
0.9%
Profit
$1.84M
Win %
70%
This Month
Compared to last month
Gain
1.68%
Profit
$3.41M
Win %
70%
This Year
Compared to last year
Gain
0.6%
Profit
$1.23M
Win %
72%
EQT EQT Corporation
+2.66%
+$34.87 
RTX RTX Corporation
+2.31%
+$643.68 
PM Philip Morris International Inc.
+2.19%
+$1,445.4 
C Citigroup Inc.
+2.1%
+$189.07 
BP BP p.l.c. Sponsored ADR
+2.04%
+$2,344.32 
SHEL Shell plc
+1.96%
+$263.9 
JPM JPMorgan Chase & Co.
+1.9%
+$7,719.12 
VAC Marriott Vacations Worldwide Corporation
+1.9%
+$255.6 
AMT American Tower Corporation
+1.8%
+$865.23 
MDLZ Mondelez International, Inc.
+1.7%
+$446.19 
TFC Truist Financial Corporation
+1.66%
+$1,015.25 
GE General Electric Company
+1.62%
+$5,065.06 
WFC Wells Fargo & Company
+1.61%
+$109.47 
PGR Progressive Corporation
+1.57%
+$87.36 
DEO Diageo plc Sponsored ADR
+1.47%
+$22.08 
TMUS T-Mobile US, Inc.
+1.44%
+$394.63 
DLS WisdomTree International SmallCap Dividend Fund
+1.43%
+$105.11 
DIS The Walt Disney Company
+1.41%
+$1,806.48 
VTRS Viatris Inc.
+1.37%
+$18.5 
MO Altria Group, Inc.
+1.37%
+$637.31 
SRE Sempra
+1.37%
+$253.12 
BLK BlackRock, Inc.
+1.34%
+$60.2 
ETR Entergy Corporation
+1.29%
+$88.44 
PG Procter & Gamble Co
+1.29%
+$4,035.96 
AEG Aegon N.V.
+1.27%
+$74.97 
LIN Linde plc
+1.21%
+$137.54 
ICF iShares Cohen & Steers Realty Majors ETF
+1.21%
+$60.84 
COST Costco Wholesale Corporation
+1.16%
+$4,120.48 
VZ Verizon Communications Inc.
+1.11%
+$644 
NEE NextEra Energy, Inc.
+1.11%
+$2,464 
MFC Manulife Financial Corporation
+1.09%
+$60.48 
OTIS Otis Worldwide Corporation
+1.08%
+$20.52 
KHC The Kraft Heinz Company
+1.07%
+$775.75 
T AT&T Inc.
+1.06%
+$1,916.5 
MRK Merck & Co., Inc.
+1.06%
+$361.9 
CE Celanese Corporation
+1.01%
+$5.17 
DNOW Dnow Inc.
+1%
+$4.65 
TXN Texas Instruments Inc
+0.99%
+$1,024.9 
ADI Analog Devices, Inc.
+0.99%
+$961.59 
DFIV Dimensional International Value ETF
+0.98%
+$233,364.45 
DFAR Dimensional US Real Estate ETF
+0.97%
+$105,499.44 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.94%
+$1,864.2 
AAPL Apple Inc.
+0.93%
+$71,420.1 
DFSI Dimensional International Sustainability Core 1 ETF
+0.89%
+$299.6 
LLY Eli Lilly and Company
+0.88%
+$81,390.44 
FNDF Schwab Fundamental International Large Company Index ETF
+0.85%
+$253.89 
VNQ Vanguard Real Estate ETF
+0.83%
+$2,485.2 
V Visa Inc. Class A
+0.83%
+$1,949.59 
BMO Bank of Montreal
+0.81%
+$2,278 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$4,223.43 
NTRS Northern Trust Corporation
+0.78%
+$25.9 
SCHC Schwab International Small-Cap Equity ETF
+0.78%
+$997.5 
CC Chemours Co.
+0.78%
+$20 
ICOP iShares Copper and Metals Mining ETF
+0.76%
+$22.91 
OXY-WT Occidental Petroleum Corporation
+0.75%
+$0.87 
DISV Dimensional International Small Cap Equity Fund
+0.74%
+$77,196.1 
KVUE Kenvue Inc.
+0.72%
+$76.95 
XOM Exxon Mobil Corporation
+0.72%
+$4,306.28 
CARR Carrier Global Corporation
+0.71%
+$21.06 
DIHP Dimensional International High Profitability Portfolio
+0.7%
+$28,406.16 
DFAI Dimensional International Core Equity Market ETF
+0.7%
+$1,561.07 
DFIS Dimensional International Small Cap ETF
+0.68%
+$33,359.69 
VGK Vanguard FTSE Europe ETF
+0.67%
+$605.52 
SDY SPDR S&P Dividend ETF
+0.66%
+$94.94 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$7,952.74 
BRK-A Berkshire Hathaway Inc.
+0.63%
+$4,981.91 
FNDC Schwab Fundamental International Small Company Index ETF
+0.62%
+$92.42 
PYPL PayPal Holdings Inc
+0.58%
+$102.96 
SCHF Schwab International Equity ETF
+0.56%
+$479.55 
PFE Pfizer Inc.
+0.54%
+$851.36 
CVS CVS Health Corporation
+0.54%
+$675 
ADP Automatic Data Processing Inc.
+0.54%
+$690.75 
SYK Stryker Corporation
+0.54%
+$567 
AMGN Amgen Inc.
+0.51%
+$444 
CAH Cardinal Health Inc.
+0.5%
+$254 
CME CME Group Inc.
+0.5%
+$719.61 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.5%
+$134.09 
TT Trane Technologies plc
+0.49%
+$339.75 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$79 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$213.84 
OXY Occidental Petroleum Corporation
+0.45%
+$8.37 
ICFI ICF International Inc.
+0.43%
+$156.32 
VTV Vanguard Value ETF
+0.43%
+$798.95 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$34.23 
BA Boeing Company
+0.37%
+$256.9 
VCHY Vanguard U.S. High-Yield Corporate Bond Index ETF
+0.36%
+$51.12 
DFSV Dimensional US Small Cap Value ETF
+0.35%
+$27,768.01 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$72.21 
DFLV Dimensional US Large Cap Value ETF
+0.35%
+$22,614.78 
MCD McDonald's Corporation
+0.34%
+$110.22 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$325.51 
ABBV AbbVie Inc.
+0.34%
+$454.1 
CTVA Corteva Inc.
+0.31%
+$18.88 
DFAT Dimensional US Targeted Value ETF
+0.31%
+$37,317 
DFUV Dimensional US Marketwide Value ETF
+0.28%
+$48,323.11 
DOW Dow Inc.
+0.27%
+$34.16 
SCHV Schwab U.S. Large-Cap Value ETF
+0.26%
+$40.32 
DFIP Dimensional Inflation-Protected Securities ETF
+0.25%
+$61,555.7 
BMY Bristol-Myers Squibb Company
+0.25%
+$67.5 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$31.8 
VOOV Vanguard S&P 500 Value ETF
+0.24%
+$137.5 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$28.66 
TIP iShares TIPS Bond ETF
+0.21%
+$124.42 
NVDA NVIDIA Corporation
+0.21%
+$8,515.98 
BLV Vanguard Long-Term Bond ETF
+0.2%
+$6,140.81 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.19%
+$21.6 
VGLT Vanguard Long-Term Treasury Fund
+0.18%
+$762.57 
GEV GE Vernova Inc.
+0.18%
+$418.2 
UMBF UMB Financial Corporation
+0.18%
+$648.95 
DD DuPont de Nemours, Inc.
+0.17%
+$34.54 
CRNC Cerence Inc.
+0.16%
+$3 
DGCB Dimensional Global Credit Fund
+0.13%
+$0.7 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$406.71 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.12%
+$57.04 
ESRT Empire State Realty Trust Inc.
+0.11%
+$50 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.1%
+$57 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.1%
+$489.72 
DFCF Dimensional Core Fixed Income ETF
+0.1%
+$1,499 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$32.4 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$168.98 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$107.38 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.08%
+$7.44 
OGN Organon & Co.
+0.07%
+$0.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$83.44 
VLO Valero Energy Corporation
+0.06%
+$28.5 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$155.52 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.05%
+$10.17 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$1.44 
ADM Archer-Daniels-Midland Co
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 CGC
CGC
0%
$0 5318
53184C118
0%
$0 
QSI Quantum-Si Incorporated
-12.21%
-$588.8 
CRWV CoreWeave, Inc.
-9.16%
-$191.55 
MSTR Strategy Inc.
-6.47%
-$244.75 
QBTS D-Wave Quantum Inc.
-6.05%
-$77.5 
AKAM Akamai Technologies Inc.
-4.32%
-$897.75 
IGV iShares Expanded Tech-Software Sector ETF
-4.21%
-$1,293.6 
BYND Beyond Meat Inc.
-4.18%
-$7.92 
WDC Western Digital Corporation
-4.16%
-$2,221.5 
AEVA Aeva Technologies, Inc.
-4.05%
-$44.5 
INTC Intel Corporation
-4%
-$2,544.12 
ARM Arm Holdings plc American Depositary Receipt
-3.67%
-$359.6 
AMD Advanced Micro Devices, Inc.
-3.47%
-$5,108.99 
ANET Arista Networks, Inc.
-2.95%
-$164.4 
DELL Dell Technologies Inc.
-2.94%
-$5,299.71 
ACB Aurora Cannabis Inc.
-2.81%
-$46 
CLS Celestica Inc.
-2.71%
-$1,540.8 
AVGO Broadcom Inc.
-2.55%
-$483.45 
CRSP Crispr Therapeutics AG
-2.28%
-$88.12 
META Meta Platforms Inc Class A
-2.14%
-$6,378.74 
RIVN Rivian Automotive, Inc.
-1.96%
-$12.75 
ALLO Allogene Therapeutics Inc.
-1.87%
-$4.8 
IWP iShares Russell Mid-Cap Growth ETF
-1.73%
-$1,211.37 
CSCO Cisco Systems, Inc.
-1.72%
-$3,868.83 
MSFT Microsoft Corp.
-1.53%
-$8,371.08 
ETN Eaton Corporation plc
-1.52%
-$97.6 
DE Deere & Company
-1.5%
-$734.25 
CGNX Cognex Corporation
-1.45%
-$1,515.01 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$8.18 
GOOGL Alphabet Inc
-1.33%
-$11,293.76 
VOT Vanguard Mid-Cap Growth ETF
-1.21%
-$363.12 
GOOG Alphabet Inc
-1.2%
-$6,031.98 
UNH UnitedHealth Group Incorporated
-1.19%
-$1,714.65 
IBM International Business Machines Corporation
-1.15%
-$2,216.36 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.09%
-$9,952.96 
EBAY eBay Inc.
-1.02%
-$621.18 
VUG Vanguard Growth ETF
-1.02%
-$20,970.88 
DFEV Dimensional Emerging Markets Value ETF
-1%
-$19,500.85 
SCHG Schwab U.S. Large-Cap Growth ETF
-1%
-$1,353.6 
DFAE Dimensional Emerging Core Equity Market ETF
-0.96%
-$3,869.73 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$4,535.93 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.91%
-$19,320 
TSLA Tesla, Inc.
-0.89%
-$1,895.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$36.75 
IWM iShares Russell 2000 ETF
-0.82%
-$86.26 
VTWO Vanguard Russell 2000 ETF
-0.8%
-$248.31 
VLTO Veralto Corporation
-0.75%
-$65.36 
CTSH Cognizant Technology Solutions Corporation
-0.74%
-$355.99 
UNP Union Pacific Corporation
-0.72%
-$1,493.43 
SCHA Schwab U.S. Small-Cap ETF
-0.69%
-$435.6 
VB Vanguard Small-Cap ETF
-0.69%
-$180.18 
XRAY Dentsply Sirona Inc.
-0.68%
-$6 
DAC Danaos Corporation
-0.63%
-$199 
BX Blackstone Inc.
-0.55%
-$17.4 
IWR iShares Russell Mid-Cap ETF
-0.55%
-$6,456 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.52%
-$425.04 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$54.74 
AMZN Amazon.com Inc
-0.47%
-$2,689.38 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.45%
-$80.22 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$297.5 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$3,706.2 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$1,202.88 
MDY SPDR S&P MidCap 400 ETF Trust
-0.39%
-$351.08 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$354.51 
VOO Vanguard S&P 500 ETF
-0.39%
-$517.08 
IWB iShares Russell 1000 ETF
-0.38%
-$160 
IVV iShares Core S&P 500 ETF
-0.37%
-$3,528.32 
CSX CSX Corporation
-0.37%
-$526.5 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$80.92 
UPS United Parcel Service, Inc.
-0.3%
-$109.91 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.28%
-$77 
ABT Abbott Laboratories
-0.27%
-$36.96 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$1,045.44 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$58,190.6 
CEG Constellation Energy Corporation
-0.25%
-$149.6 
DFAW Dimensional World Equity ETF
-0.21%
-$231.66 
VO Vanguard Mid-Cap ETF
-0.2%
-$98.5 
EQIX Equinix, Inc.
-0.2%
-$59.7 
SLV iShares Silver Trust
-0.19%
-$8 
YUM Yum! Brands, Inc.
-0.18%
-$126.09 
EMR Emerson Electric Co.
-0.14%
-$21.85 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.13%
-$16.29 
WAB Wabtec Corporation
-0.12%
-$3.2 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$35.31 
KD Kyndryl Holdings Inc.
-0.11%
-$1.38 
JNK SPDR Bloomberg High Yield Bond ETF
-0.11%
-$42 
IWN iShares Russell 2000 Value ETF
-0.1%
-$161.99 
MJ Amplify Alternative Harvest ETF
-0.09%
-$0.68 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.09%
-$240 
MPC Marathon Petroleum Corporation
-0.07%
-$48 
DFSU Dimensional US Sustainability Core 1 ETF
-0.06%
-$38.97 
GEHC GE HealthCare Technologies Inc.
-0.04%
-$9.9 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$14 
GLD SPDR Gold Shares
-0.04%
-$5.74 
VPL Vanguard FTSE Pacific ETF
-0.01%
-$301.75 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$54.92 
PTC PTC Inc.
0%
-$1.28 Events
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Dividends
Dividend Analysis
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| Trades 711 | Longs Won 509/711 71% | Profit Factor 34.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $630,203.38 |
| Average Win $112,530.38 | Best Trade (Mar 30) $11.75M | Sharpe Ratio -358.94 |
| Average Loss -$8,295.4 | Worst Trade (Oct 15) -$431,677.32 | Z-Score 12.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $78,202.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5318 53184C118 | 2,500 | $27,350 | $27,350 | - | - | - | 0.0 |
| AAPL Apple Inc. | 22,530 | $5.57M | $7.78M | - | $2.2M | 39.5% | +0.927% |
| ABBV AbbVie Inc. | 478 | $87,221.82 | $135,919.3 | - | $48,697.48 | 55.83% | +0.335% |
| ABT Abbott Laboratories | 132 | $13,552 | $13,780.8 | - | $228.8 | 1.69% | -0.267% |
| ACB Aurora Cannabis Inc. | 400 | $1,700 | $1,594 | - | -$106 | -6.24% | -2.805% |
| ADI Analog Devices, Inc. | 241 | $51,714.39 | $98,313.54 | - | $46,599.15 | 90.11% | +0.988% |
| ADM Archer-Daniels-Midland Co | 500 | $36,345 | $41,465 | - | $5,120 | 14.09% | 0.0 |
| ADP Automatic Data Processing Inc. | 450 | $131,729 | $129,233.25 | - | -$2,495.75 | -1.89% | +0.537% |
| AEG Aegon N.V. | 714 | $4,205 | $5,979.75 | - | $1,774.75 | 42.21% | +1.27% |
| AEVA Aeva Technologies, Inc. | 100 | $1,316 | $1,055 | - | -$261 | -19.83% | -4.047% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,192 | $118,330 | $113,812.16 | - | -$4,517.84 | -3.82% | +0.073% |
| AKAM Akamai Technologies Inc. | 225 | $21,317.85 | $19,874.25 | - | -$1,443.6 | -6.77% | -4.322% |
| ALLO Allogene Therapeutics Inc. | 192 | $409 | $252.48 | - | -$156.52 | -38.27% | -1.866% |
| AMD Advanced Micro Devices, Inc. | 262 | $39,181.47 | $142,195.26 | - | $103,013.79 | 262.91% | -3.468% |
| AMGN Amgen Inc. | 200 | $62,276 | $87,250 | - | $24,974 | 40.1% | +0.511% |
| AMT American Tower Corporation | 265 | $48,603.47 | $48,925.62 | - | $322.15 | 0.66% | +1.8% |
| AMZN Amazon.com Inc | 2,260 | $489,995.29 | $573,068.2 | - | $83,072.91 | 16.95% | -0.467% |
| ANET Arista Networks, Inc. | 30 | $3,683 | $5,403 | - | $1,720 | 46.7% | -2.953% |
| ARM Arm Holdings plc American Depositary Receipt | 40 | $6,051 | $9,432 | - | $3,381 | 55.88% | -3.673% |
| ASML ASML Holding N.V. New York Registry Shares | 5 | $3,465 | $8,321.42 | - | $4,856.42 | 140.16% | +0.413% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Pinney & Scofield Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $11.75M, Dimensional Inflation-Protected Securities ETF - $1.72M, Dimensional International Value ETF - $1.28M, Dimensional US Marketwide Value ETF - $558,991.68, and Dimensional International Small Cap Equity Fund - $476,903.59. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ICF International Inc - $19,574.38, Centene Corporation - $10,209, Comcast Corp - $2,870.67, Brookline Bancorp, Inc - $2,535, and T-Rex 2X Long Tesla Daily Target - $2,482. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pinney & Scofield Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.72M earned over time. The largest contributors to dividend income include Dimensional Inflation-Protected Securities ETF - $1.72M, Dimensional International Value ETF - $1.13M, Dimensional International Small Cap Equity Fund - $454,368.29, Dimensional US Marketwide Value ETF - $418,413.6, and Dimensional US Real Estate ETF - $418,229.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pinney & Scofield Inc.'s monthly returns?
Pinney & Scofield Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Pinney & Scofield Inc.'s strategy be considered aggressive or moderate?
Pinney & Scofield Inc.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Pinney & Scofield Inc.'s strategy?
Pinney & Scofield Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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