AC
Adam Claypool Portfolio
Invests via First Community Trust Na | Managed by John Gonner, Sarah J. Reicks, Adam Claypool
Invests via First Community Trust Na
Managed by John Gonner, Sarah J. Reicks, Adam Claypool
Automatically Tracked
Adam Claypool Profile
With a strong background in corporate strategy and operational leadership, Adam Claypool has established himself as an influential figure in the technology sector. His expertise spans business transformation initiatives, where he effectively integrates innovative solutions to drive organizational growth. Leveraging his extensive experience in executive roles, he is well-positioned to guide companies through complex market dynamics while enhancing their competitive edge. His insights into emerging trends help shape strategies that propel businesses forward in today’s rapidly evolving landscape.
With a strong background in corporate strategy and operational leadership, Adam Claypool has established himself as an influential figure in the technology sector. His expertise spans business transformation initiatives, where he effectively integrates innovative solutions to drive organizational growth. Leveraging his extensive experience in executive roles, he is well-positioned to guide companies through complex market dynamics while enhancing their competitive edge. His insights into emerging trends help shape strategies that propel businesses forward in today’s rapidly evolving landscape.
Investment Philosophy & Strategy
Growth opportunities within the technology sector often hinge on identifying transformative initiatives that resonate with market needs. Adam Claypool brings an entrepreneurial mindset to his investment approach, focusing on businesses capable of scaling through innovative solutions and operational excellence. His adeptness at navigating industry trends allows for strategic capital allocation aimed at fostering sustainable competitive advantages. By emphasizing companies' potential to innovate, he effectively positions investments toward long-term value creation while maintaining agility in response to evolving landscapes.
Growth opportunities within the technology sector often hinge on identifying transformative initiatives that resonate with market needs. Adam Claypool brings an entrepreneurial mindset to his investment approach, focusing on businesses capable of scaling through innovative solutions and operational excellence. His adeptness at navigating industry trends allows for strategic capital allocation aimed at fostering sustainable competitive advantages. By emphasizing companies' potential to innovate, he effectively positions investments toward long-term value creation while maintaining agility in response to evolving landscapes.
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:
70.54%
Gain -0.62%
Monthly
0.81%
Yearly
10.13%
Drawdown
19.49%
$222.25M
Equity
Holdings
$222.25M
Investment
$161.1M
$56.6M
Profit -$808,865.4
Realized
-$4.56M
Unrealized
$61.16M
Dividends
$7.63M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$808,865.4
Win %
76%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.42M
Win %
76%
This Month
Compared to last month
Gain
-0.36%
Profit
-$808,865.4
Win %
76%
This Year
Compared to last year
Gain
0.13%
Profit
$510,881.1
Win %
71%
AMBA Ambarella, Inc.
+16.07%
+$59,550.02 
AMZN Amazon.com Inc
+15.32%
+$446,778.52 
GOOG Alphabet Inc
+6.88%
+$283,266.04 
GOOGL Alphabet Inc
+6.73%
+$420,054.18 
VRT Vertiv Holdings Co
+6.18%
+$50,863.09 
ANET Arista Networks, Inc.
+5.46%
+$212,061.71 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$1,779 
SOLS Sollensys Corp
+4.84%
+$189.04 
FTAI FTAI Aviation Ltd.
+4.3%
+$7,692.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$1,702 
META Meta Platforms Inc Class A
+3.28%
+$153,639.12 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$31,741.92 
MSFT Microsoft Corp.
+3.02%
+$269,457.88 
LITE Lumentum Holdings Inc.
+2.99%
+$3,581.1 
MHK Mohawk Industries, Inc.
+2.96%
+$88.5 
NVDA NVIDIA Corporation
+2.93%
+$281,217.84 
SMTC Semtech Corporation
+2.8%
+$465.45 
SMCI Super Micro Computer Inc
+2.42%
+$7,845.7 
CVX Chevron Corporation
+2.35%
+$36,458.32 
GLW Corning Incorporated
+2.24%
+$848.4 
EOG EOG Resources, Inc.
+2.19%
+$492.9 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$149 
CSCO Cisco Systems, Inc.
+2.14%
+$8,366.49 
HII Huntington Ingalls Industries Inc.
+2.05%
+$438.85 
RCAT Red Cat Holdings, Inc.
+2.03%
+$1,203.75 
OKE ONEOK, Inc.
+1.95%
+$304.5 
ROK Rockwell Automation, Inc.
+1.93%
+$7,301.33 
LHX L3Harris Technologies, Inc.
+1.9%
+$479.88 
PANW Palo Alto Networks, Inc.
+1.89%
+$17,109.3 
CRM Salesforce Inc
+1.83%
+$1,108.85 
ORCL Oracle Corporation
+1.81%
+$1,346.73 
HWM Howmet Aerospace Inc.
+1.8%
+$996 
VTR Ventas Inc.
+1.73%
+$761.61 
HPE Hewlett Packard Enterprise Company
+1.61%
+$646 
ACN Accenture plc Class A
+1.61%
+$3,529.47 
FANG Diamondback Energy Inc
+1.59%
+$407.04 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$1,487.36 
VZ Verizon Communications Inc.
+1.52%
+$584.5 
LMT Lockheed Martin Corporation
+1.5%
+$3,892.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$71.81 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+1.43%
+$51.99 
NOC Northrop Grumman Corporation
+1.43%
+$595.14 
PH Parker-Hannifin Corporation
+1.43%
+$137.4 
GE General Electric Company
+1.42%
+$3,108.54 
SLB Schlumberger Limited
+1.39%
+$563.04 
KLAC KLA Corporation
+1.38%
+$971.1 
PL PLANET LABS PBC
+1.29%
+$1,564.68 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$1,497.6 
CMCSA Comcast Corp
+1.23%
+$325.38 
COP ConocoPhillips
+1.22%
+$1,039.65 
WFC Wells Fargo & Company
+1.19%
+$830.28 
AMAT Applied Materials, Inc.
+1.18%
+$166,852.57 
IOO iShares Global 100 ETF
+1.15%
+$6,768.44 
ITW Illinois Tool Works Inc.
+1.15%
+$4,023.5 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.14%
+$447.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$1,115.3 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$831.25 
VUG Vanguard Growth ETF
+1.1%
+$509.64 
XLE Energy Select Sector SPDR Fund
+1%
+$489.7 
ADP Automatic Data Processing Inc.
+0.98%
+$546.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,259.44 
UNP Union Pacific Corporation
+0.92%
+$841.05 
ONB Old National Bancorp
+0.87%
+$223.1 
IBM International Business Machines Corporation
+0.86%
+$922.52 
XPO XPO Inc.
+0.86%
+$249.66 
GEV GE Vernova Inc.
+0.85%
+$3,722.88 
MCD McDonald's Corporation
+0.82%
+$369.6 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$46.4 
EMR Emerson Electric Co.
+0.79%
+$1,360.55 
AEE Ameren Corporation
+0.79%
+$602 
SHLD Global X Defense Tech ETF
+0.77%
+$13.92 
TSLA Tesla, Inc.
+0.76%
+$165.2 
MPC Marathon Petroleum Corporation
+0.76%
+$2,437.81 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$445 
FHN First Horizon Corporation
+0.75%
+$73.15 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$115.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$865.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,020.42 
CAT Caterpillar Inc.
+0.7%
+$7,166.87 
ROP Roper Technologies Inc.
+0.7%
+$312.8 
BMY Bristol-Myers Squibb Company
+0.69%
+$36 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$617.68 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$102.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,259.2 
CARR Carrier Global Corporation
+0.68%
+$114.24 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$23,826.58 
QTUM Defiance Quantum ETF
+0.67%
+$503.84 
DOW Dow Inc.
+0.67%
+$34 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$18,917.6 
PLTR Palantir Technologies Inc.
+0.65%
+$2,423.99 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$948.87 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,071.24 
AA Alcoa Corporation
+0.65%
+$36.83 
SYY Sysco Corporation
+0.63%
+$103.88 
CASH Pathward Financial, Inc.
+0.62%
+$486 
MO Altria Group, Inc.
+0.57%
+$585 
PSX Phillips 66
+0.51%
+$119.88 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$876 
NSC Norfolk Southern Corporation
+0.46%
+$77.5 
OHI Omega Healthcare Investors Inc.
+0.46%
+$132.48 
IYW iShares U.S. Technology ETF
+0.46%
+$432 
IWD iShares Russell 1000 Value ETF
+0.44%
+$39.96 
PAYX Paychex Inc.
+0.44%
+$189.21 
EBAY eBay Inc.
+0.43%
+$367.5 
MDLN Medline Inc.
+0.41%
+$32 
CASY Casey's General Stores Inc.
+0.4%
+$52.5 
PFE Pfizer Inc.
+0.4%
+$788 
RTX RTX Corporation
+0.39%
+$5,176.92 
VLO Valero Energy Corporation
+0.38%
+$1,547 
AVGO Broadcom Inc.
+0.37%
+$8,598.24 
PG Procter & Gamble Co
+0.37%
+$11,355.78 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,809.46 
OTIS Otis Worldwide Corporation
+0.36%
+$19.5 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$38.86 
BAC Bank of America Corporation
+0.36%
+$220 
FLNG Flex LNG Ltd.
+0.35%
+$135.41 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$123 
MRK Merck & Co., Inc.
+0.32%
+$645.77 
SMH VanEck Semiconductor ETF
+0.3%
+$37.49 
RHP Ryman Hospitality Properties, Inc.
+0.3%
+$239.99 
JPM JPMorgan Chase & Co.
+0.27%
+$3,587.04 
VT Vanguard Total World Stock ETF
+0.26%
+$992.57 
FLIN Franklin FTSE India ETF
+0.25%
+$3.6 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,978.1 
SO The Southern Company
+0.21%
+$80 
JNJ Johnson & Johnson
+0.21%
+$1,344.61 
ADI Analog Devices, Inc.
+0.2%
+$221.26 
MMTM SPDR S&P 1500 Momentum Tilt ETF
+0.2%
+$9.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$125.82 
USB U.S. Bancorp
+0.17%
+$2,981.83 
T AT&T Inc.
+0.17%
+$116.44 
MS Morgan Stanley
+0.17%
+$134.28 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$216.5 
UMBF UMB Financial Corporation
+0.15%
+$699.63 
DELL Dell Technologies Inc.
+0.14%
+$203.84 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$14.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$119.16 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$10.35 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$17.27 
BDX Becton, Dickinson and Company
+0.1%
+$1,195.44 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$39.87 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$9 
C Citigroup Inc.
+0.1%
+$81.24 
WM Waste Management, Inc.
+0.1%
+$154 
AFL Aflac Inc.
+0.09%
+$20.4 
WMT Walmart Inc.
+0.09%
+$2,506.65 
ABT Abbott Laboratories
+0.09%
+$146.97 
FDS FactSet Research Systems Inc.
+0.07%
+$15.81 
AEP American Electric Power Company, Inc.
+0.06%
+$18.62 
HDV iShares Core High Dividend ETF
+0.04%
+$21.75 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$928.64 
DIS The Walt Disney Company
+0.03%
+$140.13 
RLI RLI Corp.
+0.02%
+$14 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$22.4 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
YLD Principal Active High Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
CTVA Corteva Inc.
-11.9%
-$35,886.88 
AAPL Apple Inc.
-7.35%
-$1.03M 
EIX Edison International
-6.81%
-$369.84 
SYK Stryker Corporation
-6.42%
-$2,792.5 
LIN Linde plc
-5.95%
-$5,749.4 
MU Micron Technology, Inc.
-5.9%
-$136,199.78 
LAD Lithia Motors Inc.
-4.84%
-$196.1 
SHOP Shopify Inc.
-4.29%
-$8,394.75 
AG First Majestic Silver Corp
-4.18%
-$83.84 
SMG Scotts Miracle-Gro Co.
-3.85%
-$1,052 
CAG Conagra Brands Inc.
-3.46%
-$26.52 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$130.22 
GEVO Gevo Inc.
-3.27%
-$50 
GPN Global Payments Inc.
-3.18%
-$535.44 
ES Eversource Energy
-3.05%
-$2,430 
CI The Cigna Group
-2.99%
-$525.21 
IBIT iShares Bitcoin Trust
-2.89%
-$373.12 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$1,740 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$168.96 
XRAY Dentsply Sirona Inc.
-2.69%
-$403.3 
SCWO 374Water Inc.
-2.68%
-$3 
QCOM QUALCOMM Incorporated
-2.63%
-$10,972.53 
ABBV AbbVie Inc.
-2.51%
-$78,584.62 
KMX CarMax Inc.
-2.45%
-$567.36 
BIIB Biogen Inc.
-2.4%
-$323.7 
BAX Baxter International Inc.
-2.21%
-$191.75 
BA Boeing Company
-2.15%
-$3,769.91 
KHC The Kraft Heinz Company
-2.01%
-$83.21 
AMD Advanced Micro Devices, Inc.
-1.9%
-$41,108.85 
GIS General Mills, Inc.
-1.84%
-$853.58 
UAL United Airlines Holdings, Inc.
-1.8%
-$673.46 
APD Air Products and Chemicals, Inc.
-1.77%
-$690.3 
UNH UnitedHealth Group Incorporated
-1.68%
-$2,884.56 
ADM Archer-Daniels-Midland Co
-1.66%
-$462.3 
DRI Darden Restaurants, Inc.
-1.64%
-$925.47 
WHR Whirlpool Corporation
-1.5%
-$51.3 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$128.52 
NVS Novartis AG Sponsored ADR
-1.45%
-$224.42 
NI NiSource Inc.
-1.42%
-$506.88 
HRL Hormel Foods Corporation
-1.42%
-$1,679.4 
DEA Easterly Government Properties, Inc.
-1.42%
-$21 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,638.12 
DD DuPont de Nemours, Inc.
-1.32%
-$579.6 
FCX Freeport-McMoRan Inc.
-1.28%
-$595.35 
CLX The Clorox Company
-1.24%
-$1,008 
WTRG Essential Utilities Inc.
-1.24%
-$401 
MDLZ Mondelez International, Inc.
-1.22%
-$2,285.37 
F Ford Motor Company
-1.21%
-$54 
TJX The TJX Companies, Inc.
-1.21%
-$1,466.87 
NEE NextEra Energy, Inc.
-1.15%
-$3,824.87 
DE Deere & Company
-1.13%
-$97,205.86 
RCL Royal Caribbean Group
-1.13%
-$364 
VTRS Viatris Inc.
-1.13%
-$34 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$424.56 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$191.76 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$1,081.5 
TXN Texas Instruments Inc
-1.08%
-$190.26 
LOW Lowe's Companies Inc.
-1.08%
-$1,418.75 
MCK McKesson Corporation
-1.08%
-$1,165 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$126 
BWA BorgWarner Inc.
-1.04%
-$5,469.21 
INTC Intel Corporation
-1.02%
-$7,023.36 
KO The Coca-Cola Company
-1.02%
-$1,643.4 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$133 
UPS United Parcel Service, Inc.
-1%
-$135.45 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$127.5 
EW Edwards Lifesciences Corporation
-0.98%
-$266.9 
XOM Exxon Mobil Corporation
-0.97%
-$1,309.68 
O Realty Income Corporation
-0.87%
-$142.24 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$439.53 
GILD Gilead Sciences Inc.
-0.81%
-$304.95 
PCAR PACCAR Inc.
-0.81%
-$226.8 
WAT Waters Corporation
-0.79%
-$2,508.6 
CVS CVS Health Corporation
-0.75%
-$443.98 
PAYR Federated Hermes Enhanced Income ETF
-0.75%
-$172.2 
ED Consolidated Edison, Inc.
-0.74%
-$567 
MA Mastercard Incorporated
-0.74%
-$306 
BLK BlackRock, Inc.
-0.73%
-$2,433.9 
ICLN iShares Global Clean Energy ETF
-0.68%
-$75 
DUK Duke Energy Corporation
-0.67%
-$292.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$244.87 
AMGN Amgen Inc.
-0.64%
-$2,323.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$853.02 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,756.08 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$51.48 
PM Philip Morris International Inc.
-0.61%
-$1,339.29 
DHR Danaher Corporation
-0.61%
-$366.52 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.6%
-$405 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$291 
SCHF Schwab International Equity ETF
-0.58%
-$163.84 
WEC WEC Energy Group Inc.
-0.57%
-$104.58 
SBUX Starbucks Corporation
-0.57%
-$217.8 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$261 
PRU Prudential Financial, Inc.
-0.56%
-$126.96 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$29.14 
COF Capital One Financial Corporation
-0.54%
-$717.55 
LLY Eli Lilly and Company
-0.53%
-$1,759.31 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$283.37 
ALL Allstate Corporation
-0.49%
-$331.5 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$27.54 
IWM iShares Russell 2000 ETF
-0.47%
-$275.22 
DFIV Dimensional International Value ETF
-0.47%
-$347.49 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$83.2 
PEP PepsiCo, Inc.
-0.46%
-$718.72 
STNE StoneCo Ltd.
-0.44%
-$12.5 
TRV The Travelers Companies, Inc.
-0.43%
-$1,304 
QSR Restaurant Brands International Inc.
-0.43%
-$24 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,400.51 
HD The Home Depot, Inc.
-0.42%
-$717.25 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$200 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$245.05 
VGT Vanguard Information Technology ETF
-0.38%
-$323.36 
AXP American Express Company
-0.38%
-$603.25 
FDX FedEx Corporation
-0.37%
-$115 
MDT Medtronic plc
-0.37%
-$108.48 
CL Colgate-Palmolive Company
-0.33%
-$117.9 
SWKS Skyworks Solutions Inc.
-0.32%
-$318 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$21.12 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.32%
-$220 
PFGC Performance Food Group Co.
-0.31%
-$4,667.76 
MMIT NYLI MacKay Muni Intermediate ETF
-0.31%
-$150.58 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$21.32 
CEG Constellation Energy Corporation
-0.31%
-$2,453.49 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$157.44 
VST Vistra Corp
-0.29%
-$153.51 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$22.94 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$43.34 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$3,477.76 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$22.08 
FBND Fidelity Total Bond ETF
-0.27%
-$1.68 
VTV Vanguard Value ETF
-0.27%
-$1,801.24 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$322.65 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$203.94 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$38.02 
COST Costco Wholesale Corporation
-0.24%
-$1,217.5 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$162.69 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$50.88 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$30.4 
VB Vanguard Small-Cap ETF
-0.22%
-$1,871.1 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$8.61 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$5.9 
PFG Principal Financial Group, Inc.
-0.22%
-$25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,667.53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$3,322.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$58.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$17.76 
QRVO Qorvo Inc.
-0.19%
-$6.29 
EPD Enterprise Products Partners L.P.
-0.18%
-$347.2 
NTRS Northern Trust Corporation
-0.17%
-$2,080.89 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$149.52 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$582 
LNT Alliant Energy Corporation
-0.15%
-$120.01 
VEGN US Vegan Climate ETF
-0.15%
-$65.51 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$22.8 
WTV WisdomTree U.S. Value Fund
-0.13%
-$76,414.94 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$78.3 
STZ Constellation Brands, Inc.
-0.12%
-$12.75 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$29.46 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$9.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$46.68 
ALB Albemarle Corporation
-0.1%
-$48 
VFQY Vanguard U.S. Quality Factor Fund
-0.09%
-$71.55 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$6.03 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$16.61 
VO Vanguard Mid-Cap ETF
-0.05%
-$530.72 
HOOD Robinhood Markets, Inc.
-0.05%
-$92.04 
V Visa Inc. Class A
-0.04%
-$102.33 
XEL Xcel Energy Inc.
-0.04%
-$30 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$162.28 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$1 
TGT Target Corporation
-0.01%
-$24.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$117.6 
ONEO SPDR Russell 1000 Momentum Focus ETF
-0.01%
-$0.12 Events
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Dividends
Dividend Analysis
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| Trades 2037 | Longs Won 1099/2037 53% | Profit Factor 4.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,430.1 |
| Average Win $68,455.14 | Best Trade (Aug 13) $10.29M | Sharpe Ratio -127.02 |
| Average Loss -$19,868.35 | Worst Trade (Sep 29) -$1.23M | Z-Score -0.47 (36.48%) |
| Commissions $0 | Avg. Trade Length 2y 5d | Expectancy $27,783.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 127 | $7,567 | $5,748.02 | - | -$1,818.98 | -24.04% | +0.645% |
| AAPL Apple Inc. | 41,805 | $7.45M | $12.91M | - | $5.47M | 73.42% | -7.354% |
| ABBV AbbVie Inc. | 12,146 | $1.7M | $3.05M | - | $1.35M | 79.51% | -2.513% |
| ABT Abbott Laboratories | 1,633 | $229,049.56 | $172,608.1 | - | -$56,441.46 | -24.64% | +0.085% |
| ACN Accenture plc Class A | 1,342 | $548,857.69 | $222,664.64 | - | -$326,193.05 | -59.43% | +1.611% |
| ADI Analog Devices, Inc. | 299 | $52,315.07 | $109,855.59 | - | $57,540.52 | 109.99% | +0.202% |
| ADM Archer-Daniels-Midland Co | 345 | $27,000 | $27,348.15 | - | $348.15 | 1.29% | -1.662% |
| ADP Automatic Data Processing Inc. | 211 | $51,693.5 | $56,223.06 | - | $4,529.56 | 8.76% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 4,680 | $90,838.99 | $119,433.6 | - | $28,594.61 | 31.48% | +1.27% |
| AEE Ameren Corporation | 700 | $62,307 | $76,727 | - | $14,420 | 23.14% | +0.791% |
| AEP American Electric Power Company, Inc. | 266 | $23,339 | $34,008.1 | - | $10,669.1 | 45.71% | +0.055% |
| AFL Aflac Inc. | 170 | $10,202.99 | $21,671.6 | - | $11,468.61 | 112.4% | +0.094% |
| AG First Majestic Silver Corp | 128 | $1,422 | $1,923.84 | - | $501.84 | 35.29% | -4.176% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 7,300 | $185,420 | $186,296 | - | $876 | 0.47% | +0.472% |
| AIQ Global X Artificial Intelligence & Technology ETF | 615 | $23,749.41 | $36,217.35 | - | $12,467.94 | 52.5% | +0.341% |
| ALB Albemarle Corporation | 400 | $36,867.36 | $47,056 | - | $10,188.64 | 27.64% | -0.102% |
| ALL Allstate Corporation | 255 | $30,000.64 | $67,340.4 | - | $37,339.76 | 124.46% | -0.49% |
| AMAT Applied Materials, Inc. | 28,280 | $4.53M | $14.36M | - | $9.82M | 216.62% | +1.176% |
| AMBA Ambarella, Inc. | 5,000 | $1M | $430,000 | - | -$570,382.16 | -57.02% | +16.075% |
| AMD Advanced Micro Devices, Inc. | 4,449 | $810,191.16 | $2.12M | - | $1.31M | 161.47% | -1.904% |
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FAQ
Which stocks have generated the highest profits for Adam Claypool?
The largest contributions to the portfolio's profits come from the following stocks: Deere & Company - $2.16M, Apple Inc - $1.88M, Applied Materials, Inc - $1.55M, McKesson Corporation - $973,199.83, and Exxon Mobil Corporation - $474,726.32. 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: II-VI Inc - $1.17M, Scotts Miracle-Gro Co - $1.03M, Accenture plc Class A - $864,678.03, Ambarella, Inc - $682,109.98, and Pfizer Inc - $609,528.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Claypool's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.63M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $496,401.76, Deere & Company - $379,073.5, AbbVie Inc - $362,491.78, U.S. Bancorp - $315,192.1, and Microsoft Corp - $274,199.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Claypool's monthly returns?
Adam Claypool's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Adam Claypool's strategy be considered aggressive or moderate?
Adam Claypool's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Adam Claypool's strategy?
Adam Claypool's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
