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
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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:
78.03%
Gain -1.55%
Monthly
0.79%
Yearly
9.96%
Drawdown
19.51%
$298.14M
Equity
Holdings
$298.14M
Investment
$237.5M
$56.53M
Profit -$2.56M
Realized
-$4.1M
Unrealized
$60.63M
Dividends
$8.24M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.55%
Profit
-$2.56M
Win %
72%
This Week
Compared To Last Week
Gain
-2.16%
Profit
-$6.59M
Win %
72%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.69M
Win %
72%
This Year
Compared to last year
Gain
-1.25%
Profit
-$3.01M
Win %
68%
AA Alcoa Corporation
+5.69%
+$292.1 
HONA Honeywell Aerospace Inc.
+3.63%
+$1,262.15 
NI NiSource Inc.
+3.02%
+$986.04 
SWKS Skyworks Solutions Inc.
+2.92%
+$3,672.9 
FANG Diamondback Energy Inc
+2.73%
+$684.8 
SLB Schlumberger Limited
+2.73%
+$1,092.96 
NOC Northrop Grumman Corporation
+2.6%
+$8,209.68 
COP ConocoPhillips
+2.56%
+$2,602.71 
EOG EOG Resources, Inc.
+2.55%
+$602.95 
FDXF FedEx Freight Holding Company Inc.
+2.48%
+$136.75 
LMT Lockheed Martin Corporation
+2.38%
+$5,709.66 
RTX RTX Corporation
+2.36%
+$35,385.36 
SMG Scotts Miracle-Gro Co.
+2.29%
+$498 
F Ford Motor Company
+2.27%
+$84 
PEP PepsiCo, Inc.
+2.03%
+$2,242.91 
AEP American Electric Power Company, Inc.
+1.94%
+$641.33 
WEC WEC Energy Group Inc.
+1.93%
+$340.3 
PM Philip Morris International Inc.
+1.9%
+$4,313 
AEE Ameren Corporation
+1.9%
+$1,379 
PEG Public Service Enterprise Group Incorporated
+1.89%
+$649.04 
VMC Vulcan Materials Company
+1.89%
+$1,432.5 
CMCSA Comcast Corp
+1.88%
+$460.02 
CVX Chevron Corporation
+1.82%
+$39,497.01 
XLE Energy Select Sector SPDR Fund
+1.8%
+$996 
SO The Southern Company
+1.76%
+$628 
TJX The TJX Companies, Inc.
+1.74%
+$1,917.64 
NUE Nucor Corporation
+1.73%
+$2,200 
EPD Enterprise Products Partners L.P.
+1.69%
+$2,976 
USB U.S. Bancorp
+1.62%
+$24,015.39 
DUK Duke Energy Corporation
+1.6%
+$661.2 
MDLZ Mondelez International, Inc.
+1.59%
+$2,968 
ED Consolidated Edison, Inc.
+1.58%
+$1,218 
ROK Rockwell Automation, Inc.
+1.54%
+$5,240.55 
XOM Exxon Mobil Corporation
+1.52%
+$2,272.68 
KMX CarMax Inc.
+1.48%
+$307.32 
LHX L3Harris Technologies, Inc.
+1.47%
+$329.22 
RLI RLI Corp.
+1.45%
+$1,211 
COF Capital One Financial Corporation
+1.44%
+$1,816.1 
LNT Alliant Energy Corporation
+1.37%
+$2,760.92 
KO The Coca-Cola Company
+1.33%
+$1,745.62 
C Citigroup Inc.
+1.33%
+$2,182.84 
CASY Casey's General Stores Inc.
+1.31%
+$176.4 
STZ Constellation Brands, Inc.
+1.3%
+$143.65 
OTIS Otis Worldwide Corporation
+1.3%
+$68.62 
GEVO Gevo Inc.
+1.28%
+$15 
MO Altria Group, Inc.
+1.27%
+$1,363 
ALL Allstate Corporation
+1.23%
+$749.7 
COST Costco Wholesale Corporation
+1.23%
+$6,402.66 
HWM Howmet Aerospace Inc.
+1.22%
+$536 
JPM JPMorgan Chase & Co.
+1.21%
+$18,563.27 
HDV iShares Core High Dividend ETF
+1.15%
+$739.5 
NEE NextEra Energy, Inc.
+1.14%
+$3,408.3 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.14%
+$436.18 
ES Eversource Energy
+1.13%
+$804.6 
GE General Electric Company
+1.12%
+$2,163 
PSX Phillips 66
+1.12%
+$359.64 
VTR Ventas Inc.
+1.11%
+$450.26 
WFC Wells Fargo & Company
+1.1%
+$1,501.5 
BHP BHP Group Ltd.
+1.1%
+$1,328.6 
HLT Hilton Worldwide Holdings Inc.
+1.09%
+$67.5 
LIN Linde plc
+1.08%
+$1,008.9 
SHLD Global X Defense Tech ETF
+1.07%
+$18.85 
MRK Merck & Co., Inc.
+1.06%
+$3,041.5 
BLK BlackRock, Inc.
+1.04%
+$3,410.52 
HII Huntington Ingalls Industries Inc.
+1.04%
+$185.59 
CASH Pathward Financial, Inc.
+1.02%
+$661.5 
XEL Xcel Energy Inc.
+1.02%
+$765 
SYK Stryker Corporation
+0.99%
+$291 
TXN Texas Instruments Inc
+0.99%
+$173.87 
PAYR Federated Hermes Enhanced Income ETF
+0.98%
+$217.3 
RCL Royal Caribbean Group
+0.97%
+$271 
VZ Verizon Communications Inc.
+0.97%
+$789.05 
MPLX MPLX LP
+0.94%
+$540 
WTRG Essential Utilities Inc.
+0.93%
+$300.75 
O Realty Income Corporation
+0.88%
+$124.46 
PG Procter & Gamble Co
+0.87%
+$28,723.2 
CARR Carrier Global Corporation
+0.85%
+$126.48 
LLY Eli Lilly and Company
+0.83%
+$2,987.67 
LOW Lowe's Companies Inc.
+0.82%
+$3,355.2 
KHC The Kraft Heinz Company
+0.82%
+$10.83 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.82%
+$528 
CAG Conagra Brands Inc.
+0.81%
+$5.87 
HD The Home Depot, Inc.
+0.81%
+$1,982.5 
CL Colgate-Palmolive Company
+0.8%
+$290.82 
ACN Accenture plc Class A
+0.78%
+$2,341.78 
EIX Edison International
+0.77%
+$29.67 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$8,506.23 
AAPL Apple Inc.
+0.75%
+$108,911.46 
CTVA Corteva Inc.
+0.74%
+$320.72 
WMT Walmart Inc.
+0.68%
+$21,891.2 
JNJ Johnson & Johnson
+0.64%
+$4,535.37 
DRI Darden Restaurants, Inc.
+0.64%
+$371.28 
AFL Aflac Inc.
+0.62%
+$124.95 
CI The Cigna Group
+0.61%
+$111.02 
ADI Analog Devices, Inc.
+0.61%
+$732.55 
V Visa Inc. Class A
+0.57%
+$1,661.19 
ALLY Ally Financial Inc.
+0.56%
+$277.62 
GEV GE Vernova Inc.
+0.55%
+$2,257.92 
ZBH Zimmer Biomet Holdings, Inc.
+0.55%
+$468 
ABBV AbbVie Inc.
+0.54%
+$20,143.04 
ITW Illinois Tool Works Inc.
+0.54%
+$345.1 
T AT&T Inc.
+0.53%
+$363.87 
ADM Archer-Daniels-Midland Co
+0.53%
+$75.68 
DFIV Dimensional International Value ETF
+0.53%
+$39.23 
BNY BlackRock New York Municipal Income Trust
+0.5%
+$614.86 
NVS Novartis AG Sponsored ADR
+0.49%
+$72.03 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.48%
+$378.87 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$11,016.08 
RHP Ryman Hospitality Properties, Inc.
+0.46%
+$342 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.45%
+$78.96 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.45%
+$22.94 
PCAR PACCAR Inc.
+0.44%
+$102.9 
DIS The Walt Disney Company
+0.42%
+$2,195.37 
CLX The Clorox Company
+0.42%
+$5.76 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$494.21 
PFE Pfizer Inc.
+0.39%
+$643.42 
BWA BorgWarner Inc.
+0.38%
+$2,652.75 
APD Air Products and Chemicals, Inc.
+0.38%
+$146.9 
FHN First Horizon Corporation
+0.37%
+$32.73 
MCK McKesson Corporation
+0.34%
+$431.26 
PH Parker-Hannifin Corporation
+0.34%
+$33.1 
VLO Valero Energy Corporation
+0.34%
+$1,976 
EFV iShares MSCI EAFE Value ETF
+0.33%
+$171.34 
DGRO iShares Core Dividend Growth ETF
+0.32%
+$49.25 
AXP American Express Company
+0.3%
+$448.87 
SCHC Schwab International Small-Cap Equity ETF
+0.3%
+$145 
XLF Financial Select Sector SPDR Fund
+0.29%
+$124.48 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.26%
+$28 
MGV Vanguard Mega Cap Value ETF
+0.25%
+$33.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.25%
+$40.8 
ADP Automatic Data Processing Inc.
+0.24%
+$145.59 
MPC Marathon Petroleum Corporation
+0.23%
+$1,142.39 
VTV Vanguard Value ETF
+0.23%
+$1,587.56 
BAC Bank of America Corporation
+0.23%
+$156 
AMGN Amgen Inc.
+0.22%
+$1,114.48 
VOE Vanguard Mid-Cap Value ETF
+0.21%
+$45.24 
TRV The Travelers Companies, Inc.
+0.2%
+$616 
BIIB Biogen Inc.
+0.19%
+$29.25 
WM Waste Management, Inc.
+0.17%
+$259 
MCD McDonald's Corporation
+0.16%
+$53.04 
VNQ Vanguard Real Estate ETF
+0.15%
+$451.71 
ONB Old National Bancorp
+0.14%
+$33.95 
FTAI FTAI Aviation Ltd.
+0.13%
+$203.62 
IEFA iShares Core MSCI EAFE ETF
+0.13%
+$159.25 
SBUX Starbucks Corporation
+0.12%
+$43.56 
FCX Freeport-McMoRan Inc.
+0.11%
+$58.8 
NTRS Northern Trust Corporation
+0.11%
+$1,134.54 
GEHC GE HealthCare Technologies Inc.
+0.09%
+$5.72 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.08%
+$249.1 
XLI Industrial Select Sector SPDR Fund
+0.07%
+$4 
BA Boeing Company
+0.07%
+$102.96 
OHI Omega Healthcare Investors Inc.
+0.07%
+$17.28 
SCHP Schwab U.S. TIPS ETF
+0.06%
+$14.73 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$86.7 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$177.94 
CVS CVS Health Corporation
+0.03%
+$16.86 
ABT Abbott Laboratories
+0.03%
+$42.96 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$3.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.02%
+$7.82 
RWO SPDR Dow Jones Global Real Estate ETF
+0.02%
+$9 
CAT Caterpillar Inc.
+0.01%
+$152.28 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$44.57 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 OKE
OKE
0%
$0 
SMCI Super Micro Computer Inc
-8.61%
-$35,364.2 
PANW Palo Alto Networks, Inc.
-7.37%
-$75,920.75 
DDOG Datadog, Inc. Class A Common Stock
-6.99%
-$186.1 
CRWD CrowdStrike Holdings, Inc.
-6.94%
-$95,507.16 
PLTR Palantir Technologies Inc.
-6.53%
-$39,662.7 
PL PLANET LABS PBC
-5.78%
-$18,994.08 
HPE Hewlett Packard Enterprise Company
-5.44%
-$2,711.5 
INTC Intel Corporation
-3.98%
-$28,336.6 
LITE Lumentum Holdings Inc.
-3.9%
-$5,869.89 
AMD Advanced Micro Devices, Inc.
-3.61%
-$95,874.54 
MU Micron Technology, Inc.
-3.6%
-$95,542 
ANET Arista Networks, Inc.
-3.43%
-$126,004.32 
ORCL Oracle Corporation
-3.39%
-$2,658.48 
AMBA Ambarella, Inc.
-3.33%
-$10,550 
HOOD Robinhood Markets, Inc.
-3.19%
-$7,639.32 
AVGO Broadcom Inc.
-3.15%
-$75,142.34 
GLW Corning Incorporated
-3.03%
-$1,176 
AMAT Applied Materials, Inc.
-2.87%
-$353,149.92 
SMTC Semtech Corporation
-2.87%
-$601.03 
KLAC KLA Corporation
-2.73%
-$1,860.3 
RCAT Red Cat Holdings, Inc.
-2.65%
-$1,043.25 
META Meta Platforms Inc Class A
-2.65%
-$184,470 
QTUM Defiance Quantum ETF
-2.52%
-$1,306.58 
CRM Salesforce Inc
-2.41%
-$1,993.25 
AIQ Global X Artificial Intelligence & Technology ETF
-2.4%
-$947.1 
DELL Dell Technologies Inc.
-2.4%
-$11,237.95 
UAL United Airlines Holdings, Inc.
-2.3%
-$703.66 
VRT Vertiv Holdings Co
-2.19%
-$22,461.67 
TSLX Sixth Street Specialty Lending Inc.
-2.1%
-$384.8 
XLK State Street Technology Select Sector SPDR ETF
-2.09%
-$27,799.2 
IYW iShares U.S. Technology ETF
-1.99%
-$2,056 
VBK Vanguard Small-Cap Growth ETF
-1.95%
-$156.96 
MSFT Microsoft Corp.
-1.93%
-$214,883.22 
VGT Vanguard Information Technology ETF
-1.92%
-$1,647.94 
IWP iShares Russell Mid-Cap Growth ETF
-1.91%
-$126 
GARP iShares MSCI USA Quality GARP ETF
-1.89%
-$667,516.5 
GOOGL Alphabet Inc
-1.88%
-$130,961.74 
XRAY Dentsply Sirona Inc.
-1.87%
-$179.85 
VEGN US Vegan Climate ETF
-1.86%
-$849.48 
WAT Waters Corporation
-1.83%
-$5,650.34 
CSCO Cisco Systems, Inc.
-1.82%
-$9,646 
FLNG Flex LNG Ltd.
-1.78%
-$627.81 
SPCX Space Exploration Technologies Corp. Class A
-1.77%
-$332.01 
EW Edwards Lifesciences Corporation
-1.77%
-$489.84 
STNE StoneCo Ltd.
-1.76%
-$50 
GOOG Alphabet Inc
-1.75%
-$72,468.54 
APAM Artisan Partners Asset Management Inc.
-1.71%
-$168 
SMH VanEck Semiconductor ETF
-1.71%
-$219.19 
SHOP Shopify Inc.
-1.67%
-$4,765.02 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$60,156.93 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.65%
-$2,557.81 
TSLA Tesla, Inc.
-1.62%
-$410.9 
EBAY eBay Inc.
-1.62%
-$1,492.5 
CWB SPDR Bloomberg Convertible Securities ETF
-1.6%
-$1,260.15 
DE Deere & Company
-1.53%
-$139,060.8 
IWF iShares Russell 1000 Growth ETF
-1.43%
-$885 
VUG Vanguard Growth ETF
-1.36%
-$17,539.55 
UNH UnitedHealth Group Incorporated
-1.36%
-$2,836.89 
BDX Becton, Dickinson and Company
-1.35%
-$15,686.94 
IWM iShares Russell 2000 ETF
-1.34%
-$729.63 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.31%
-$1,913.37 
AMZN Amazon.com Inc
-1.28%
-$46,122.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$66.22 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$4,853.51 
XLC Communication Services Select Sector SPDR Fund
-1.22%
-$1,227.52 
AVEM Avantis Emerging Markets Equity ETF
-1.21%
-$485.08 
ALB Albemarle Corporation
-1.19%
-$468 
SCHA Schwab U.S. Small-Cap ETF
-1.17%
-$716.3 
IEMG iShares Core MSCI Emerging Markets ETF
-1.17%
-$281.19 
FDS FactSet Research Systems Inc.
-1.16%
-$325.5 
SCWO 374Water Inc.
-1.16%
-$1.45 
MHK Mohawk Industries, Inc.
-1.09%
-$33.75 
TGT Target Corporation
-1.08%
-$2,077.01 
CEG Constellation Energy Corporation
-1.07%
-$11,807.04 
BITW Bitwise 10 Crypto Index Fund
-1.07%
-$851.4 
BABA Alibaba Group Holding Limited SP ADR
-1.02%
-$339 
VWO Vanguard FTSE Emerging Markets ETF
-1%
-$4,995.53 
IBIT iShares Bitcoin Trust
-0.97%
-$158.4 
VB Vanguard Small-Cap ETF
-0.96%
-$9,512.18 
GBTC Grayscale Bitcoin Trust ETF
-0.96%
-$71.98 
PFF iShares Preferred and Income Securities ETF
-0.91%
-$936.51 
AZN AstraZeneca PLC American Depositary Shares
-0.89%
-$110.62 
ADX Adams Diversified Equity Fund, Inc.
-0.85%
-$1,029.6 
BAX Baxter International Inc.
-0.83%
-$69.87 
SCHM Schwab U.S. Mid-Cap ETF
-0.82%
-$645.81 
MMTM SPDR S&P 1500 Momentum Tilt ETF
-0.81%
-$39.28 
QCOM QUALCOMM Incorporated
-0.8%
-$3,920.68 
MDT Medtronic plc
-0.75%
-$244.08 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$60.68 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-0.75%
-$28.62 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$181.26 
FDX FedEx Corporation
-0.72%
-$213.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.7%
-$31,021.92 
SPY SPDR S&P 500 ETF Trust
-0.7%
-$965.7 
UPS United Parcel Service, Inc.
-0.69%
-$87.72 
EMR Emerson Electric Co.
-0.68%
-$1,274.05 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$1,890.98 
IVV iShares Core S&P 500 ETF
-0.66%
-$14,235.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.66%
-$52.85 
XPO XPO Inc.
-0.65%
-$179.58 
VOO Vanguard S&P 500 ETF
-0.64%
-$4,679.48 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$3,827 
PRU Prudential Financial, Inc.
-0.62%
-$55.44 
IBM International Business Machines Corporation
-0.62%
-$697.93 
ETH Ethan Allen Interiors Inc
-0.6%
-$1.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.59%
-$352.35 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.59%
-$392.7 
VT Vanguard Total World Stock ETF
-0.58%
-$2,070.15 
SYY Sysco Corporation
-0.55%
-$89.18 
GILD Gilead Sciences Inc.
-0.55%
-$247.95 
GPN Global Payments Inc.
-0.55%
-$90.21 
PAYX Paychex Inc.
-0.55%
-$226.31 
ETHE Grayscale Ethereum Trust ETF
-0.54%
-$15.33 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$214.2 
PFGC Performance Food Group Co.
-0.49%
-$7,492.32 
UMBF UMB Financial Corporation
-0.48%
-$2,003.4 
FLIN Franklin FTSE India ETF
-0.47%
-$6.4 
GS The Goldman Sachs Group, Inc.
-0.46%
-$1,108.39 
FHLC Fidelity MSCI Health Care Index ETF
-0.45%
-$242.06 
IOO iShares Global 100 ETF
-0.43%
-$1,769.48 
VO Vanguard Mid-Cap ETF
-0.43%
-$5,256.77 
UNP Union Pacific Corporation
-0.43%
-$387.45 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.38%
-$37.13 
BEPC Brookfield Renewable Corporation
-0.38%
-$44 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.35%
-$184 
IWS iShares Russell Mid-Cap Value ETF
-0.35%
-$23.98 
MOAT VanEck Morningstar Wide Moat Fund
-0.35%
-$3,214.38 
BEP Brookfield Renewable Partners L.P.
-0.35%
-$40 
ROP Roper Technologies Inc.
-0.35%
-$152.95 
CWI SPDR MSCI ACWI ex-US ETF
-0.33%
-$170.56 
AG First Majestic Silver Corp
-0.31%
-$6.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.3%
-$31 
DHR Danaher Corporation
-0.3%
-$215.6 
IAU iShares Gold Trust
-0.29%
-$46 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.29%
-$24.84 
VGLT Vanguard Long-Term Treasury Fund
-0.28%
-$28.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$1,314.52 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.27%
-$11.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.24%
-$4,427.39 
NVDA NVIDIA Corporation
-0.24%
-$26,734.58 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$23.6 
ICLN iShares Global Clean Energy ETF
-0.24%
-$25 
RDVY First Trust Rising Dividend Achievers ETF
-0.22%
-$23.45 
MS Morgan Stanley
-0.22%
-$147.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$24.64 
DD DuPont de Nemours, Inc.
-0.2%
-$66.56 
PFG Principal Financial Group, Inc.
-0.2%
-$21.28 
NSC Norfolk Southern Corporation
-0.19%
-$31 
PKW Invesco BuyBack Achievers ETF
-0.19%
-$30.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.18%
-$16.28 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$1,509.43 
WTV WisdomTree U.S. Value Fund
-0.17%
-$98,298.46 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$73.5 
GIS General Mills, Inc.
-0.14%
-$49.99 
ONEO SPDR Russell 1000 Momentum Focus ETF
-0.13%
-$3.47 
IDMO Invesco S&P International Developed Momentum ETF
-0.11%
-$9.75 
AVUV Avantis U.S. Small Cap Value ETF
-0.1%
-$2,669.84 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.08%
-$25,132.45 
MA Mastercard Incorporated
-0.08%
-$33.84 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.07%
-$128.41 
IWD iShares Russell 1000 Value ETF
-0.07%
-$6.3 
VST Vistra Corp
-0.07%
-$35.7 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$202.85 
BMY Bristol-Myers Squibb Company
-0.04%
-$45.5 
MDLN Medline Inc.
-0.04%
-$3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$67.58 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$87.97 Events
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Dividends
Dividend Analysis
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| Trades 2163 | Longs Won 1158/2163 53% | Profit Factor 3.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $286,101.09 |
| Average Win $66,467.56 | Best Trade (Oct 15) $7.61M | Sharpe Ratio -86.42 |
| Average Loss -$20,336.83 | Worst Trade (Oct 16) -$1.34M | Z-Score -0.93 (64.94%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $26,135.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 127 | $7,567 | $5,425.44 | - | -$2,141.56 | -28.3% | +5.69% |
| AAPL Apple Inc. | 42,378 | $7.64M | $14.6M | - | $6.96M | 91.19% | +0.751% |
| ABBV AbbVie Inc. | 13,252 | $1.99M | $3.78M | - | $1.79M | 90% | +0.536% |
| ABT Abbott Laboratories | 1,432 | $200,760.79 | $149,944.72 | - | -$50,816.07 | -25.31% | +0.029% |
| ACN Accenture plc Class A | 1,342 | $548,857.69 | $304,184.42 | - | -$244,673.27 | -44.58% | +0.776% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,491 | $305,720 | $317,203.94 | - | $11,483.94 | 3.76% | +0.079% |
| ADI Analog Devices, Inc. | 299 | $52,315.07 | $121,513.6 | - | $69,198.53 | 132.27% | +0.607% |
| ADM Archer-Daniels-Midland Co | 172 | $13,460.87 | $14,339.64 | - | $878.77 | 6.53% | +0.531% |
| ADP Automatic Data Processing Inc. | 211 | $51,693.5 | $60,417.74 | - | $8,724.24 | 16.88% | +0.242% |
| ADX Adams Diversified Equity Fund, Inc. | 4,680 | $90,838.99 | $119,667.6 | - | $28,828.61 | 31.74% | -0.853% |
| AEE Ameren Corporation | 700 | $62,307 | $74,011 | - | $11,704 | 18.78% | +1.899% |
| AEP American Electric Power Company, Inc. | 266 | $23,339 | $33,702.47 | - | $10,363.47 | 44.4% | +1.94% |
| AFL Aflac Inc. | 170 | $10,202.99 | $20,193.45 | - | $9,990.46 | 97.92% | +0.623% |
| AG First Majestic Silver Corp | 128 | $1,422 | $2,053.12 | - | $631.12 | 44.38% | -0.311% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 7,300 | $185,420 | $183,522 | - | -$1,898 | -1.02% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 615 | $23,749.41 | $38,468.25 | - | $14,718.84 | 61.98% | -2.403% |
| ALB Albemarle Corporation | 400 | $36,867.36 | $38,804 | - | $1,936.64 | 5.25% | -1.192% |
| ALL Allstate Corporation | 255 | $30,000.64 | $61,847.7 | - | $31,847.06 | 106.15% | +1.227% |
| ALLY Ally Financial Inc. | 1,322 | $57,625.98 | $50,156.68 | - | -$7,469.3 | -12.96% | +0.557% |
| AMAT Applied Materials, Inc. | 28,572 | $4.68M | $11.93M | - | $7.25M | 154.78% | -2.874% |
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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 - $2.28M, Apple Inc - $1.88M, Applied Materials, Inc - $1.56M, McKesson Corporation - $973,317.33, and Exxon Mobil Corporation - $527,372.11. 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 - $862,383.21, Ambarella, Inc - $682,109.98, and Pfizer Inc - $679,289.46. 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 $8.24M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $496,401.76, Deere & Company - $402,231.4, AbbVie Inc - $385,417.74, U.S. Bancorp - $329,830.42, and WisdomTree U.S. Value Fund - $297,472.45. 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.
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