MW
Morgan Whatley Portfolio
Invests via Decade Renewable Partners LP | Managed by Decade Renewable Partners LP, Marcus Talbert, Morgan Whatley
Invests via Decade Renewable Partners LP
Managed by Decade Renewable Partners LP, Marcus Talbert, Morgan Whatley
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Morgan Whatley Profile
With a robust track record in entrepreneurial ventures, Morgan Whatley has established himself as a significant force in the startup ecosystem. His diverse background encompasses founding and scaling innovative technology firms that address unique market needs. In addition to his hands-on experience in business development, he actively mentors emerging entrepreneurs, facilitating their growth within competitive landscapes. Whatley’s insights into market trends and consumer behavior have positioned him as a thought leader among peers. He consistently seeks opportunities that leverage technology for impactful solutions while championing sustainable practices across industries.
With a robust track record in entrepreneurial ventures, Morgan Whatley has established himself as a significant force in the startup ecosystem. His diverse background encompasses founding and scaling innovative technology firms that address unique market needs. In addition to his hands-on experience in business development, he actively mentors emerging entrepreneurs, facilitating their growth within competitive landscapes. Whatley’s insights into market trends and consumer behavior have positioned him as a thought leader among peers. He consistently seeks opportunities that leverage technology for impactful solutions while championing sustainable practices across industries.
Investment Philosophy & Strategy
Market dynamics present ripe opportunities for disruption, and Morgan Whatley is adept at identifying these shifts within the tech landscape. His entrepreneurial mindset drives a keen focus on scalability, ensuring ventures are not only innovative but also positioned for sustainable growth. Drawing from extensive experience in developing startups, he emphasizes cultivating competitive advantages through unique value propositions and agile operational strategies. By fostering a culture of mentorship, he empowers nascent entrepreneurs to navigate challenges effectively while embracing technological advancements as essential tools for market penetration.
Market dynamics present ripe opportunities for disruption, and Morgan Whatley is adept at identifying these shifts within the tech landscape. His entrepreneurial mindset drives a keen focus on scalability, ensuring ventures are not only innovative but also positioned for sustainable growth. Drawing from extensive experience in developing startups, he emphasizes cultivating competitive advantages through unique value propositions and agile operational strategies. By fostering a culture of mentorship, he empowers nascent entrepreneurs to navigate challenges effectively while embracing technological advancements as essential tools for market penetration.
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:
60.4%
Gain +2.59%
Monthly
1.12%
Yearly
14.31%
Drawdown
27.27%
$190.07M
Equity
Holdings
$190.07M
Investment
$123.17M
$71.31M
Profit +$4.8M
Realized
$4.41M
Unrealized
$66.9M
Dividends
$10.42M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.59%
Profit
$4.8M
Win %
93%
This Week
Compared To Last Week
Gain
-2.4%
Profit
-$4.67M
Win %
93%
This Month
Compared to last month
Gain
-1.63%
Profit
-$3.14M
Win %
93%
This Year
Compared to last year
Gain
24.11%
Profit
$36.92M
Win %
93%
SGML Sigma Lithium Corporation
+8.49%
+$1.26M 
ERO Ero Copper Corp.
+6.14%
+$273,530 
HBM Hudbay Minerals Inc.
+4.39%
+$1.22M 
PRIM Primoris Services Corporation
+4.39%
+$104,335.15 
ARRY Array Technologies Inc.
+4.29%
+$321,856.64 
BHP BHP Group Ltd.
+3.22%
+$259,072.35 
FCX Freeport-McMoRan Inc.
+3.1%
+$296,331 
GNRC Generac Holdings Inc.
+1.95%
+$386,083.18 
NRG NRG Energy, Inc.
+1.42%
+$12,990.25 
NEE NextEra Energy, Inc.
+1.3%
+$36,942.36 
EVRG Evergy Inc.
+1.28%
+$61,305.1 
MTZ MasTec, Inc. Common Stock
+1.24%
+$100,776.51 
XEL Xcel Energy Inc.
+1.21%
+$100,795 
FLR Fluor Corporation
+1.16%
+$30,132.16 
VST Vistra Corp
+1.13%
+$50,454.04 
DTE DTE Energy Company
+1.13%
+$77,315 
ETR Entergy Corporation
+1.11%
+$90,800.94 
PNW Pinnacle West Capital Corporation
+1.01%
+$42,912.89 
SRE Sempra
+0.82%
+$49,650 
CNP CenterPoint Energy Inc.
+0.8%
+$48,371.12 
FE FirstEnergy Corp.
+0.75%
+$29,151.5 
AEE Ameren Corporation
+0.71%
+$20,240.22 
ATKR Atkore Inc.
+0.37%
+$20,206.62 
WEC WEC Energy Group Inc.
+0.33%
+$19,861.6 
Events
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Dividends
Dividend Analysis
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| Trades 340 | Longs Won 157/340 46% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $791,200.5 | Best Trade (Jun 12) $12.63M | Sharpe Ratio -9.23 |
| Average Loss -$289,139.32 | Worst Trade (Jun 30) -$3.84M | Z-Score -3.01 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $209,723.48 |
| 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% | 0.36% |
| Consecutive Losing Trades | 657 | 592 | 526 | 460 | 394 | 329 | 263 | 197 | 131 | 66 |
Hover over the desired column for a detailed explanation.
Returns
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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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