David T. Morgan Portfolio
Invests via High Net Worth Advisory Group LLC | Managed by David T. Morgan, Howard J. Jordan
Invests via High Net Worth Advisory Group LLC
Managed by David T. Morgan, Howard J. Jordan
Automatically Tracked
David T. Morgan Profile
With a formidable background in technology and innovation, David T. Morgan has established himself as a dynamic entrepreneur and leader in the digital landscape. His work at various startups showcases his expertise in guiding transformative projects from concept to market readiness, focusing on operational excellence and scalability. Morgan’s strong connections within tech ecosystems enhance his ability to drive partnerships that foster growth and competitive advantage. With numerous successful ventures under his belt, he is well-regarded for translating visionary ideas into impactful business models.
With a formidable background in technology and innovation, David T. Morgan has established himself as a dynamic entrepreneur and leader in the digital landscape. His work at various startups showcases his expertise in guiding transformative projects from concept to market readiness, focusing on operational excellence and scalability. Morgan’s strong connections within tech ecosystems enhance his ability to drive partnerships that foster growth and competitive advantage. With numerous successful ventures under his belt, he is well-regarded for translating visionary ideas into impactful business models.
Investment Philosophy & Strategy
Identifying unique opportunities within technology-driven markets guides David T. Morgan's investment strategies. His extensive entrepreneurial background equips him to discern trends and leverage disruptive innovations effectively. Driven by a belief in the power of scalable solutions, he targets ventures poised for substantial growth while emphasizing operational improvements. A network forged through diverse initiatives allows for strategic partnerships that enhance competitive positioning. In navigating the digital landscape, capital deployment is characterized by an agile response to evolving market demands and technological advancements.
Identifying unique opportunities within technology-driven markets guides David T. Morgan's investment strategies. His extensive entrepreneurial background equips him to discern trends and leverage disruptive innovations effectively. Driven by a belief in the power of scalable solutions, he targets ventures poised for substantial growth while emphasizing operational improvements. A network forged through diverse initiatives allows for strategic partnerships that enhance competitive positioning. In navigating the digital landscape, capital deployment is characterized by an agile response to evolving market demands and technological advancements.
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:
44.99%
Gain -0.52%
Monthly
0.55%
Yearly
6.82%
Drawdown
14.59%
$479.48M
Equity
Holdings
$479.48M
Investment
$345.99M
$108.65M
Profit -$2.07M
Realized
-$24.83M
Unrealized
$133.49M
Dividends
$37.84M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$2.07M
Win %
80%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$7.39M
Win %
80%
This Month
Compared to last month
Gain
-1.1%
Profit
-$5.32M
Win %
80%
This Year
Compared to last year
Gain
1.68%
Profit
$7.96M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$965,067.57 
ETN Eaton Corporation plc
+7.32%
+$63,669.19 
GOOG Alphabet Inc
+6.88%
+$239,554.13 
GOOGL Alphabet Inc
+6.73%
+$171,985.38 
ANET Arista Networks, Inc.
+5.46%
+$21,459.01 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$20,162 
TT Trane Technologies plc
+3.33%
+$40,107.81 
META Meta Platforms Inc Class A
+3.28%
+$88,470.67 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,200 
MSFT Microsoft Corp.
+3.02%
+$188,650.48 
NVDA NVIDIA Corporation
+2.93%
+$633,593.8 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$8,709.7 
CVX Chevron Corporation
+2.35%
+$42,827 
FAST Fastenal Co.
+2.25%
+$9,456.3 
GLW Corning Incorporated
+2.24%
+$16,589.25 
WDC Western Digital Corporation
+2.21%
+$5,310.02 
CSCO Cisco Systems, Inc.
+2.14%
+$33,300.72 
GWW W.W. Grainger, Inc.
+1.97%
+$15,503.39 
OKE ONEOK, Inc.
+1.95%
+$6,864.3 
ROK Rockwell Automation, Inc.
+1.93%
+$11,682.13 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,159.85 
ORCL Oracle Corporation
+1.81%
+$5,326.86 
VZ Verizon Communications Inc.
+1.52%
+$7,348.6 
LMT Lockheed Martin Corporation
+1.5%
+$4,798.28 
NOC Northrop Grumman Corporation
+1.43%
+$4,066.79 
PH Parker-Hannifin Corporation
+1.43%
+$64,495.79 
GE General Electric Company
+1.42%
+$4,305.68 
CAH Cardinal Health Inc.
+1.3%
+$5,623.98 
APG Api Group Corporation
+1.22%
+$5,616 
WFC Wells Fargo & Company
+1.19%
+$7,218.54 
AMAT Applied Materials, Inc.
+1.18%
+$6,200.92 
ITW Illinois Tool Works Inc.
+1.15%
+$3,922.75 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$43,174.65 
VUG Vanguard Growth ETF
+1.1%
+$86,332.83 
OKTA Okta Inc.
+1.07%
+$6,058.08 
NOW ServiceNow, Inc.
+1.05%
+$2,962.64 
NBIS Nebius Group N.V.
+1.05%
+$8,848.66 
VDE Vanguard Energy ETF
+1.02%
+$5,718.96 
XLE Energy Select Sector SPDR Fund
+1%
+$12,798.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$10,150 
UNP Union Pacific Corporation
+0.92%
+$4,830.05 
WMB The Williams Companies, Inc.
+0.89%
+$4,436.46 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$29,446.92 
IBM International Business Machines Corporation
+0.86%
+$7,131.87 
GEV GE Vernova Inc.
+0.85%
+$8,908.32 
MCD McDonald's Corporation
+0.82%
+$3,515.62 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,494.05 
TSLA Tesla, Inc.
+0.76%
+$14,523.32 
MPC Marathon Petroleum Corporation
+0.76%
+$3,910.06 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,791.04 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$17,812.94 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$10,548.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$57,143.65 
VIS Vanguard Industrials ETF
+0.72%
+$5,473.48 
VOO Vanguard S&P 500 ETF
+0.71%
+$226,784.05 
CAT Caterpillar Inc.
+0.7%
+$14,390.43 
JOYT JPMorgan Equity and Options Total Return ETF
+0.7%
+$5,169.82 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,800.9 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,415.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$8,157.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$8,861.06 
PLTR Palantir Technologies Inc.
+0.65%
+$1,464.8 
CGGR Capital Group Growth ETF
+0.65%
+$3,329.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,595.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,846.61 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$1,718.19 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$28,296.16 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,273.58 
CGDV Capital Group Dividend Value ETF
+0.63%
+$15,669.57 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$15,908.21 
JGRO JPMorgan Active Growth ETF
+0.61%
+$5,332.88 
TER Teradyne, Inc.
+0.6%
+$1,540.01 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$2,544.32 
RJF Raymond James Financial Inc.
+0.58%
+$14,149.09 
MO Altria Group, Inc.
+0.57%
+$1,813.11 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$37,004.88 
AVK Advent Convertible and Income Fund
+0.57%
+$973.77 
APH Amphenol Corporation
+0.55%
+$2,625.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$8,691.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$30,496.8 
GUG Guggenheim Active Allocation Fund
+0.52%
+$1,018.8 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,056.66 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,187.7 
CSX CSX Corporation
+0.42%
+$2,209.62 
RTX RTX Corporation
+0.39%
+$6,170.64 
AVGO Broadcom Inc.
+0.37%
+$4,046.4 
PG Procter & Gamble Co
+0.37%
+$5,733.01 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,420.54 
BAC Bank of America Corporation
+0.36%
+$5,053.84 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$28,049.32 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.33%
+$1,047.2 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$3,906 
MRK Merck & Co., Inc.
+0.32%
+$6,388.37 
SMH VanEck Semiconductor ETF
+0.3%
+$604.73 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$3,494.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$2,494.8 
JPM JPMorgan Chase & Co.
+0.27%
+$8,890.52 
SO The Southern Company
+0.21%
+$3,174.8 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,152.64 
JNJ Johnson & Johnson
+0.21%
+$3,938.43 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$4,975.62 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$605.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$14,259.24 
T AT&T Inc.
+0.17%
+$408.16 
UMBF UMB Financial Corporation
+0.15%
+$616.69 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$313.2 
MMM 3M Company
+0.12%
+$278.66 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$429.03 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$400 
WM Waste Management, Inc.
+0.1%
+$1,145.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$4,972.68 
WMT Walmart Inc.
+0.09%
+$2,606.35 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$948.08 
ABT Abbott Laboratories
+0.09%
+$3,213.72 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$748.08 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$716 
AEP American Electric Power Company, Inc.
+0.06%
+$339.71 
BKLN Invesco Senior Loan ETF
+0.05%
+$345 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$274.2 
HDV iShares Core High Dividend ETF
+0.04%
+$1,119.76 
DIS The Walt Disney Company
+0.03%
+$137.55 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$88 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$282.55 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$60 
NUVL Nuvalent, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.26M 
EQ Equillium, Inc.
-5.17%
-$4,020 
SNDK SanDisk Corporation
-5.09%
-$6,513 
CYTK Cytokinetics, Incorporated
-4.09%
-$16,450 
GERN Geron Corporation
-3.73%
-$1,275 
SYRE Spyre Therapeutics, Inc.
-3.12%
-$19,020 
XBI SPDR S&P Biotech ETF
-2.94%
-$8,094.58 
EQIX Equinix, Inc.
-2.7%
-$6,186.75 
QCOM QUALCOMM Incorporated
-2.63%
-$16,135.6 
ABBV AbbVie Inc.
-2.51%
-$293,673.3 
RVMD Revolution Medicines Inc.
-2.42%
-$9,280 
BA Boeing Company
-2.15%
-$9,543.78 
ARGX argenx SE American Depositary Receipt
-2.15%
-$9,380 
AMD Advanced Micro Devices, Inc.
-1.9%
-$17,879.44 
IBB iShares Biotechnology ETF
-1.87%
-$4,792.51 
IRM Iron Mountain Inc.
-1.86%
-$10,885.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$12,379.59 
GLD SPDR Gold Shares
-1.49%
-$28,819.31 
IAU iShares Gold Trust
-1.46%
-$3,761.77 
NVS Novartis AG Sponsored ADR
-1.45%
-$6,363.94 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$7,697.43 
TJX The TJX Companies, Inc.
-1.21%
-$6,946.52 
IQV IQVIA Holdings Inc.
-1.17%
-$3,185.48 
NEE NextEra Energy, Inc.
-1.15%
-$7,721.45 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$3,428.22 
TXN Texas Instruments Inc
-1.08%
-$2,213.67 
LOW Lowe's Companies Inc.
-1.08%
-$8,038.08 
KO The Coca-Cola Company
-1.02%
-$17,531.1 
UPS United Parcel Service, Inc.
-1%
-$2,132.55 
XOM Exxon Mobil Corporation
-0.97%
-$37,921.05 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$48,746.79 
BLTE Belite Bio, Inc.
-0.82%
-$4,585 
GILD Gilead Sciences Inc.
-0.81%
-$4,050.98 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$3,593.44 
MCO Moody's Corporation
-0.81%
-$6,751.22 
VHT Vanguard Health Care ETF
-0.76%
-$13,251.36 
MA Mastercard Incorporated
-0.74%
-$3,778.25 
BLK BlackRock, Inc.
-0.73%
-$2,186.52 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$7,713.92 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,766.52 
MAR Marriott International Inc. - Class A
-0.71%
-$1,590.01 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$1,398.98 
DUK Duke Energy Corporation
-0.67%
-$4,894.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,275.72 
WPC W. P. Carey Inc.
-0.65%
-$1,809.61 
AMGN Amgen Inc.
-0.64%
-$37,574.63 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$33,524.82 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,886.15 
IDU iShares U.S. Utilities ETF
-0.63%
-$4,543.99 
EFA iShares MSCI EAFE ETF
-0.62%
-$8,085 
PM Philip Morris International Inc.
-0.61%
-$9,400.98 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$584.25 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$1,444 
LLY Eli Lilly and Company
-0.53%
-$13,829.28 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,347.78 
EIM Eaton Vance Municipal Bond Fund
-0.52%
-$1,238.65 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$30,906.19 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$2,404.08 
IWM iShares Russell 2000 ETF
-0.47%
-$1,950.16 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$24,453.6 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$7,564.44 
AVDE Avantis International Equity ETF
-0.46%
-$1,949.22 
PEP PepsiCo, Inc.
-0.46%
-$16,602.24 
DVY iShares Select Dividend ETF
-0.45%
-$15,785.56 
HD The Home Depot, Inc.
-0.42%
-$13,574.94 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$1,246 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$946 
VGT Vanguard Information Technology ETF
-0.38%
-$19,796.34 
MDT Medtronic plc
-0.37%
-$3,416.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$69,100.33 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
-0.36%
-$771.52 
FDVV Fidelity High Dividend ETF
-0.35%
-$4,230.38 
IYRI Neos Real Estate High Income ETF
-0.34%
-$2,739.86 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$3,153.6 
TFC Truist Financial Corporation
-0.33%
-$843.19 
CEG Constellation Energy Corporation
-0.31%
-$879.66 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,864.96 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$4,207.9 
VTV Vanguard Value ETF
-0.27%
-$8,983.19 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$813.58 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$35,085.25 
COST Costco Wholesale Corporation
-0.24%
-$5,909.68 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$3,348.94 
VB Vanguard Small-Cap ETF
-0.22%
-$3,953.94 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$953.99 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,215.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,362.32 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$1,800 
ACP abrdn Income Credit Strategies Fund
-0.2%
-$134.59 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$5,020.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,569.92 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,124.97 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$2,151.85 
FMHI First Trust Municipal High Income Fund
-0.17%
-$1,776.55 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$7,374 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,468.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$484.58 
MUB iShares National Muni Bond ETF
-0.11%
-$648.24 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,100 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,970.96 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,760.5 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$1,363.45 
IYF iShares U.S. Financials ETF
-0.09%
-$300.02 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$360 
FMB First Trust Managed Municipal Fund
-0.08%
-$608.6 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$173.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$216 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$140 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.06%
-$213.69 
CGBL Capital Group Core Balanced ETF
-0.05%
-$6,616.8 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$1,252 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,612.16 
V Visa Inc. Class A
-0.04%
-$299.3 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$174.01 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$200 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$587.61 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$483.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$87.83 
TGT Target Corporation
-0.01%
-$60.78 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$25 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5076 | Longs Won 2107/5076 41% | Profit Factor 3.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,092.55 |
| Average Win $75,307.43 | Best Trade (Sep 08) $17.14M | Sharpe Ratio -15.97 |
| Average Loss -$16,846.97 | Worst Trade (Jun 29) -$2.36M | Z-Score -6.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $21,405.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 51,419 | $9.05M | $15.88M | - | $6.83M | 75.49% | -7.354% |
| ABBV AbbVie Inc. | 45,390 | $6.27M | $11.39M | - | $5.12M | 81.67% | -2.513% |
| ABT Abbott Laboratories | 35,708 | $5.02M | $3.77M | - | -$1.24M | -24.8% | +0.085% |
| ACP abrdn Income Credit Strategies Fund | 13,459 | $88,418.18 | $68,102.54 | - | -$20,315.64 | -22.98% | -0.197% |
| AEP American Electric Power Company, Inc. | 4,853 | $438,056.37 | $620,456.05 | - | $182,399.68 | 41.64% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 140,341 | $15.06M | $13.67M | - | -$1.4M | -9.28% | -0.256% |
| ALNY Alnylam Pharmaceuticals Inc | 1,500 | $242,505 | $308,280 | - | $65,775 | 27.12% | +0.019% |
| AMAT Applied Materials, Inc. | 1,051 | $759,873 | $533,561.18 | - | -$226,311.82 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,935 | $465,255.15 | $921,350.23 | - | $456,095.08 | 98.03% | -1.904% |
| AMGN Amgen Inc. | 15,151 | $3.51M | $5.84M | - | $2.33M | 66.41% | -0.64% |
| AMZN Amazon.com Inc | 26,748 | $4.35M | $7.26M | - | $2.92M | 67.1% | +15.321% |
| ANET Arista Networks, Inc. | 2,300 | $235,313 | $414,805.02 | - | $179,492.02 | 76.28% | +5.456% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 17,401 | $472,665.74 | $503,236.92 | - | $30,571.18 | 6.47% | -0.035% |
| AOA iShares Core Aggressive Allocation ETF | 12,050 | $1.08M | $1.17M | - | $82,581.5 | 7.62% | +0.301% |
| AOK iShares Core Conservative Allocation ETF | 62,600 | $2.52M | $2.56M | - | $44,462 | 1.77% | -0.049% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 37,300 | $1.79M | $1.83M | - | $41,787.07 | 2.34% | 0.0 |
| AOR iShares Core 60/40 Balanced Allocation ETF | 17,900 | $1.16M | $1.23M | - | $66,459 | 5.73% | +0.058% |
| APG Api Group Corporation | 11,700 | $474,084 | $464,256 | - | -$9,828 | -2.07% | +1.224% |
| APH Amphenol Corporation | 11,936 | $221,532.66 | $479,528.8 | - | $257,996.14 | 116.46% | +0.551% |
| ARGX argenx SE American Depositary Receipt | 500 | $177,964 | $426,910 | - | $248,946 | 139.89% | -2.15% |
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FAQ
Which stocks have generated the highest profits for David T. Morgan?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $2.54M, JPMorgan Nasdaq Equity Premium Income ETF - $1.97M, Eli Lilly and Company - $1.79M, iShares Core U.S. Aggregate Bond ETF - $1.72M, and Exxon Mobil Corporation - $1.5M. 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: HubSpot, Inc - $4.65M, Pfizer Inc - $1.12M, Vanguard STAR Fund - $948,072.77, Meta Platforms Inc Class A - $822,598.23, and Nuveen High Yield Municipal Bond Fund Class I - $570,180.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David T. Morgan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.84M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.75M, iShares Core U.S. Aggregate Bond ETF - $1.83M, JPMorgan Nasdaq Equity Premium Income ETF - $1.82M, AbbVie Inc - $1.33M, and Vanguard High Dividend Yield ETF - $1.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David T. Morgan's monthly returns?
David T. Morgan'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 David T. Morgan's strategy be considered aggressive or moderate?
David T. Morgan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David T. Morgan's strategy?
David T. Morgan'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.
