PS
Paula Spurgeon Portfolio
Invests via BankPlus Trust Department | Managed by Paula Spurgeon
Invests via BankPlus Trust Department
Managed by Paula Spurgeon
Automatically Tracked
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
Investment Philosophy & Strategy
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
Seasoned finance executive focused on growth investments, capital strategy and operational value creation across middle-market companies. Paula Spurgeon brings experience in transaction execution, portfolio oversight and board-level governance, having worked with buyout firms and corporate development teams. Educational background includes finance and business credentials; market-facing strengths include deal sourcing, due diligence and investor relations.
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:
29.02%
Gain -0.74%
Monthly
1.19%
Yearly
15.28%
Drawdown
17.14%
$437.58M
Equity
Holdings
$437.58M
Investment
$351.07M
$86.45M
Profit -$2.82M
Realized
-$59,136.44
Unrealized
$86.51M
Dividends
$10.74M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$2.82M
Win %
67%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$3.02M
Win %
67%
This Month
Compared to last month
Gain
1.47%
Profit
$6.33M
Win %
67%
This Year
Compared to last year
Gain
3.49%
Profit
$14.78M
Win %
65%
OXY-WT Occidental Petroleum Corporation
+4.13%
+$46.4 
HONA Honeywell Aerospace Inc.
+3.34%
+$17,199.62 
COP ConocoPhillips
+3.04%
+$28,405.65 
NI NiSource Inc.
+3.03%
+$35,330 
EOG EOG Resources, Inc.
+2.83%
+$976.32 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$297.6 
RTX RTX Corporation
+2.71%
+$90,200.37 
OXY Occidental Petroleum Corporation
+2.65%
+$115.92 
DTM Dt Midstream Inc.
+2.57%
+$183 
LMT Lockheed Martin Corporation
+2.49%
+$84,985.5 
OKE ONEOK, Inc.
+2.48%
+$62,860.5 
FDXF FedEx Freight Holding Company Inc.
+2.48%
+$79.46 
IDXX IDEXX Laboratories, Inc.
+2.47%
+$26,132.19 
PODD Insulet Corporation
+2.45%
+$1,595.65 
CMS CMS Energy Corporation
+2.4%
+$690.15 
SHEL Shell plc
+2.4%
+$560.48 
SLB Schlumberger Limited
+2.22%
+$6,450 
MSI Motorola Solutions, Inc.
+2.22%
+$2,745.23 
PBR Petrobras S.A. Sponsored ADR
+2.13%
+$11,880 
PM Philip Morris International Inc.
+2.11%
+$7,060.17 
CVX Chevron Corporation
+2.05%
+$49,382.89 
FTI TechnipFMC plc
+2.01%
+$7,425.4 
PEP PepsiCo, Inc.
+1.92%
+$5,773.62 
UL Unilever PLC Sponsored American Depositary Receipt
+1.86%
+$170.4 
F Ford Motor Company
+1.83%
+$539.55 
EXC Exelon Corporation
+1.82%
+$317.75 
TJX The TJX Companies, Inc.
+1.8%
+$56,232.45 
AM Antero Midstream Corporation
+1.71%
+$2,905.64 
DUK Duke Energy Corporation
+1.7%
+$995.41 
ATO Atmos Energy Corporation
+1.69%
+$1,939 
VSNT Versant Media Group, Inc.
+1.68%
+$8.93 
KTB Kontoor Brands Inc.
+1.65%
+$68.4 
XOM Exxon Mobil Corporation
+1.64%
+$85,451.38 
SO The Southern Company
+1.63%
+$9,259.7 
CASY Casey's General Stores Inc.
+1.58%
+$191.43 
CNP CenterPoint Energy Inc.
+1.53%
+$19,374.82 
MDLZ Mondelez International, Inc.
+1.46%
+$189.52 
ET Energy Transfer L.P.
+1.46%
+$1,644.59 
MO Altria Group, Inc.
+1.38%
+$9,494.16 
GD General Dynamics Corporation
+1.37%
+$1,310.66 
LHX L3Harris Technologies, Inc.
+1.37%
+$26,718.09 
WY Weyerhaeuser Company
+1.37%
+$3,445 
LNT Alliant Energy Corporation
+1.35%
+$34.39 
USB U.S. Bancorp
+1.28%
+$166.84 
COST Costco Wholesale Corporation
+1.28%
+$19,668.92 
KO The Coca-Cola Company
+1.27%
+$42,575.13 
ALL Allstate Corporation
+1.27%
+$12,506.52 
TM Toyota Motor Corporation
+1.27%
+$972 
NEM Newmont Corporation
+1.24%
+$225.29 
SRE Sempra
+1.2%
+$419.44 
POOL Pool Corporation
+1.19%
+$522.6 
AIG American International Group Inc.
+1.16%
+$460 
D Dominion Energy, Inc.
+1.15%
+$194.3 
LAMR Lamar Advertising Company
+1.15%
+$300.9 
OGE Oge Energy Corp.
+1.08%
+$541.62 
TFC Truist Financial Corporation
+1.06%
+$19,099.08 
MAR Marriott International Inc. - Class A
+1.04%
+$20.15 
MRK Merck & Co., Inc.
+1.03%
+$15,441 
CMCSA Comcast Corp
+1.02%
+$100.12 
THG Hanover Insurance Group, Inc.
+1.01%
+$64.68 
NUE Nucor Corporation
+0.99%
+$253 
DTE DTE Energy Company
+0.98%
+$150.6 
AON Aon plc
+0.97%
+$1,199.7 
TMUS T-Mobile US, Inc.
+0.95%
+$8,617.19 
SYK Stryker Corporation
+0.94%
+$4,683.25 
NEE NextEra Energy, Inc.
+0.94%
+$19,916.36 
STZ Constellation Brands, Inc.
+0.9%
+$24.46 
COF Capital One Financial Corporation
+0.88%
+$696.74 
XEL Xcel Energy Inc.
+0.88%
+$318.78 
VZ Verizon Communications Inc.
+0.88%
+$6,218.16 
HD The Home Depot, Inc.
+0.87%
+$23,690.91 
CMI Cummins Inc.
+0.86%
+$428.64 
HIG The Hartford Insurance Group, Inc.
+0.83%
+$15.4 
MET MetLife Inc.
+0.82%
+$1,032.9 
ZTS Zoetis Inc.
+0.82%
+$3,678.43 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.8%
+$45.1 
PGR Progressive Corporation
+0.78%
+$41,551.27 
LIN Linde plc
+0.78%
+$1,067.37 
PG Procter & Gamble Co
+0.76%
+$20,070 
PDT John Hancock Premium Dividend Fund
+0.76%
+$801 
ETR Entergy Corporation
+0.76%
+$489.8 
O Realty Income Corporation
+0.76%
+$287.28 
HWM Howmet Aerospace Inc.
+0.75%
+$6.56 
KMX CarMax Inc.
+0.74%
+$1,131 
WMT Walmart Inc.
+0.74%
+$28,154.94 
IVT InvenTrust Properties Corp.
+0.74%
+$32.12 
MNST Monster Beverage Corporation
+0.72%
+$117 
CME CME Group Inc.
+0.71%
+$505.93 
JPM JPMorgan Chase & Co.
+0.71%
+$49,837.2 
JNJ Johnson & Johnson
+0.7%
+$5,281.68 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.67%
+$3,584 
GRMN Garmin Ltd.
+0.66%
+$13,432.6 
MRSH Marsh & McLennan Companies, Inc.
+0.66%
+$12.25 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$7,066.27 
LOW Lowe's Companies Inc.
+0.64%
+$8,411.25 
TT Trane Technologies plc
+0.62%
+$350.55 
NXPI NXP Semiconductors N.V.
+0.61%
+$5,907.55 
AFL Aflac Inc.
+0.59%
+$167.3 
CI The Cigna Group
+0.58%
+$1,531.2 
OTIS Otis Worldwide Corporation
+0.58%
+$11.89 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$19,861.47 
FISV Fiserv, Inc.
+0.57%
+$1,346.76 
ABBV AbbVie Inc.
+0.57%
+$43,313.83 
ISRG Intuitive Surgical, Inc.
+0.56%
+$286.2 
WFC Wells Fargo & Company
+0.56%
+$252.54 
APTV Aptiv PLC
+0.55%
+$1,250 
SBR Sabine Royalty Trust
+0.55%
+$537.2 
LLY Eli Lilly and Company
+0.55%
+$39,646.77 
DOW Dow Inc.
+0.54%
+$52.48 
CB Chubb Limited
+0.53%
+$1,509.63 
AJG Arthur J. Gallagher & Co.
+0.53%
+$6,234.31 
TXN Texas Instruments Inc
+0.51%
+$24,262.24 
DVY iShares Select Dividend ETF
+0.5%
+$1,011.2 
CL Colgate-Palmolive Company
+0.49%
+$58.05 
FAST Fastenal Co.
+0.49%
+$15,856.4 
VLO Valero Energy Corporation
+0.48%
+$30,636.27 
CF CF Industries Holdings, Inc.
+0.43%
+$104 
IGF iShares Global Infrastructure ETF
+0.42%
+$14.04 
AMTM Amentum Holdings, Inc.
+0.42%
+$8.8 
SLF Sun Life Financial Inc.
+0.4%
+$214.51 
ITW Illinois Tool Works Inc.
+0.4%
+$1,315.03 
ZBH Zimmer Biomet Holdings, Inc.
+0.39%
+$41.44 
BF-B Brown-Forman Corporation
+0.39%
+$87.78 
TRV The Travelers Companies, Inc.
+0.38%
+$1,519.98 
XLB Materials Select Sector SPDR Fund
+0.38%
+$14.44 
C Citigroup Inc.
+0.36%
+$12,011.44 
V Visa Inc. Class A
+0.34%
+$15,240.16 
FTCS First Trust Capital Strength ETF
+0.33%
+$141.57 
IYM iShares U.S. Basic Materials ETF
+0.33%
+$127.33 
EGP EastGroup Properties Inc.
+0.32%
+$6,957.39 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.31%
+$20.01 
T AT&T Inc.
+0.3%
+$134.45 
PH Parker-Hannifin Corporation
+0.29%
+$70.25 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.29%
+$49 
SDY SPDR S&P Dividend ETF
+0.28%
+$328.95 
BIPC Brookfield Infrastructure Partners L.P.
+0.25%
+$3,640.21 
QNST QuinStreet Inc.
+0.25%
+$171.08 
AAPL Apple Inc.
+0.23%
+$32,525.6 
SPGI S&P Global Inc.
+0.23%
+$68.87 
NKE Nike, Inc. - Class B
+0.21%
+$444.4 
HPS John Hancock Preferred Income Fund III
+0.21%
+$62.62 
RCL Royal Caribbean Group
+0.21%
+$4.13 
MCK McKesson Corporation
+0.2%
+$2,066.52 
BSX Boston Scientific Corporation
+0.17%
+$723.6 
PFE Pfizer Inc.
+0.17%
+$627.6 
PRK Park National Corporation
+0.15%
+$463.59 
MPC Marathon Petroleum Corporation
+0.15%
+$1,962.77 
ADM Archer-Daniels-Midland Co
+0.13%
+$354.86 
EFV iShares MSCI EAFE Value ETF
+0.13%
+$40.9 
ADP Automatic Data Processing Inc.
+0.11%
+$3,988.92 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$7.52 
FSM Fortuna Mining Corp
+0.1%
+$1.82 
BLK BlackRock, Inc.
+0.08%
+$1,369.27 
DLR Digital Realty Trust, Inc.
+0.07%
+$1,637.61 
OGN Organon & Co.
+0.07%
+$0.2 
PAAS Pan American Silver Corp.
+0.07%
+$9.51 
VYMI Vanguard International High Dividend Yield Index Fund
+0.07%
+$93.8 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$15.86 
ICE Intercontinental Exchange, Inc.
+0.06%
+$25.4 
AMGN Amgen Inc.
+0.06%
+$3,368.82 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$581.22 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$189.15 
DON WisdomTree U.S. MidCap Dividend Fund
+0.04%
+$83.7 
CHD Church & Dwight Co., Inc.
+0.04%
+$3.6 
SNA Snap-on Inc.
+0.03%
+$59.51 
TPIF Timothy Plan International ETF
+0.03%
+$26.49 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$51.4 
VTV Vanguard Value ETF
+0.02%
+$61.32 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$56.97 
JPIE JPMorgan Income ETF
+0.01%
+$208.65 
ABT Abbott Laboratories
+0.01%
+$75.51 
WM Waste Management, Inc.
+0.01%
+$121.12 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NNVC Nanoviricides Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FAI
FAI
0%
$0 
BTBT Bit Digital, Inc.
-12.04%
-$5.46 
CRWV CoreWeave, Inc.
-11.77%
-$9,301.18 
RIOT Riot Platforms, Inc.
-9.9%
-$76.75 
MSTR Strategy Inc.
-9.85%
-$253.3 
LCID Lucid Group, Inc.
-9.57%
-$15.41 
MRNA Moderna, Inc.
-9.54%
-$67.72 
FROG JFrog Ltd
-9.44%
-$31,211.08 
PANW Palo Alto Networks, Inc.
-7.98%
-$245,359.24 
CRWD CrowdStrike Holdings, Inc.
-7.63%
-$207,522.38 
PLTR Palantir Technologies Inc.
-7.54%
-$2,266.5 
MARA MARA Holdings Inc
-7.02%
-$117 
ASTS AST SpaceMobile, Inc.
-6.85%
-$304.5 
FLEX Flex Ltd.
-6.6%
-$1,176.5 
BMNR Bitmine Immersion Technologies, Inc.
-6.51%
-$380 
P Everpure Inc.
-6.44%
-$180.39 
SNAP Snap Inc.
-6.06%
-$1,032.33 
STX Seagate Technology Holdings plc
-5.67%
-$1,842.4 
DJT Trump Media & Technology Group Corp.
-5.34%
-$47.4 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.12%
-$1,802 
HACK Amplify Cybersecurity ETF
-5.02%
-$1,858.9 
INTC Intel Corporation
-4.96%
-$2,232.56 
AMD Advanced Micro Devices, Inc.
-4.62%
-$76,692.96 
ORCL Oracle Corporation
-4.53%
-$23,782.69 
APP AppLovin Corporation Class A Common Stock
-4.51%
-$50.35 
USAR USA Rare Earth, Inc.
-4.28%
-$469.77 
JTEK JPMorgan U.S. Tech Leaders ETF
-4.19%
-$1,123.01 
MU Micron Technology, Inc.
-4.11%
-$16,481.44 
MRVL Marvell Technology, Inc.
-3.98%
-$15,372.77 
ANET Arista Networks, Inc.
-3.96%
-$2,135.94 
SHOP Shopify Inc.
-3.86%
-$618.3 
SNPS Synopsys, Inc.
-3.62%
-$67.88 
AVGO Broadcom Inc.
-3.51%
-$32,246.5 
CYH Community Health Systems, Inc.
-3.51%
-$35.7 
META Meta Platforms Inc Class A
-3.51%
-$29,532.09 
LRCX Lam Research Corporation
-3.51%
-$143,458.97 
AMAT Applied Materials, Inc.
-3.38%
-$8,029.56 
UPRO ProShares UltraPro S&P500
-3.36%
-$80,931 
CRM Salesforce Inc
-3.25%
-$28,131.12 
EFOI Energy Focus Inc.
-3.15%
-$4.05 
BITX 2X BITCOIN STRATEGY ETF
-3.13%
-$14.16 
JBL Jabil Inc.
-3.12%
-$528.05 
NFLX Netflix, Inc.
-3%
-$1,046.4 
TSLA Tesla, Inc.
-2.96%
-$38,638.73 
IETC iShares U.S. Tech Independence Fund
-2.94%
-$230.04 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.84%
-$1,146.46 
MTB M&T Bank Corporation
-2.72%
-$2,683.45 
RPG Invesco S&P 500 Pure Growth ETF
-2.67%
-$8,347.5 
MSFT Microsoft Corp.
-2.67%
-$493,981.76 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$4,171.62 
HQL Abrdn Life Sciences Investors
-2.61%
-$960.3 
VGT Vanguard Information Technology ETF
-2.58%
-$1,769.6 
INTU Intuit Inc.
-2.57%
-$576.64 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.55%
-$624.8 
MP MP Materials Corp.
-2.52%
-$391.65 
VRT Vertiv Holdings Co
-2.47%
-$37.17 
FFOG Franklin Focused Growth Mutual Fund
-2.46%
-$701.1 
SCHW Charles Schwab Corporation
-2.45%
-$5,160.54 
IWP iShares Russell Mid-Cap Growth ETF
-2.44%
-$698.88 
IWO iShares Russell 2000 Growth ETF
-2.42%
-$4,793.7 
VG Venture Global Inc.
-2.4%
-$603 
FTC First Trust Large Cap Growth Fund
-2.37%
-$1,268.8 
PRCH Porch Group Inc.
-2.28%
-$40 
GOOGL Alphabet Inc
-2.27%
-$50,585.74 
ALB Albemarle Corporation
-2.27%
-$432.62 
SMH VanEck Semiconductor ETF
-2.24%
-$651.56 
QQQ Invesco QQQ Trust, Series 1
-2.2%
-$102,848 
GDDY Godaddy Inc.
-2.18%
-$1,102.14 
TYL Tyler Technologies Inc.
-2.17%
-$4,334.68 
GOOG Alphabet Inc
-2.16%
-$104,612.9 
QQQM Invesco NASDAQ 100 ETF
-2.12%
-$4,679.96 
ETN Eaton Corporation plc
-2.12%
-$6,262.21 
BX Blackstone Inc.
-2.11%
-$41,331 
WINN Harbor Long-Term Growers ETF
-2.08%
-$676.39 
HIMX Himax Technologies Inc.
-2.06%
-$375 
EQIX Equinix, Inc.
-2.03%
-$3,634.2 
DE Deere & Company
-2.02%
-$40,901.28 
SPCX Space Exploration Technologies Corp. Class A
-2%
-$3,633.65 
VOT Vanguard Mid-Cap Growth ETF
-2%
-$5,461.28 
CSCO Cisco Systems, Inc.
-1.97%
-$99,064.9 
VUG Vanguard Growth ETF
-1.96%
-$18,667.96 
PDP Invesco Dorsey Wright Momentum ETF
-1.95%
-$4,870.56 
CDNS Cadence Design Systems, Inc.
-1.93%
-$25.08 
HL Hecla Mining Company
-1.93%
-$42.6 
MPWR Monolithic Power Systems, Inc.
-1.89%
-$16,085.4 
IWF iShares Russell 1000 Growth ETF
-1.88%
-$9,668.88 
AMZN Amazon.com Inc
-1.88%
-$103,559.58 
UBER Uber Technologies, Inc.
-1.88%
-$9,003.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.88%
-$6,432.53 
FSS Federal Signal Corp.
-1.87%
-$318.75 
LIT GLOBAL X LITHIUM & BATTERY T
-1.86%
-$1,027.24 
LYV Live Nation Entertainment, Inc.
-1.84%
-$7,568.38 
WSO Watsco Inc.
-1.83%
-$4,397.49 
EW Edwards Lifesciences Corporation
-1.82%
-$19,319.98 
XLC Communication Services Select Sector SPDR Fund
-1.8%
-$883.05 
FETH Fidelity Ethereum Fund
-1.8%
-$1,065.24 
CEG Constellation Energy Corporation
-1.77%
-$662.27 
SPMO Invesco S&P 500 Momentum ETF
-1.77%
-$237.15 
DGX Quest Diagnostics Inc.
-1.75%
-$51,146.36 
VEEV Veeva Systems Inc.
-1.73%
-$1,900.66 
SPOT Spotify Technology S.A.
-1.72%
-$27.45 
EEM iShares MSCI Emerging Markets ETF
-1.7%
-$2,695.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.69%
-$21,298.23 
AVAV AeroVironment Inc.
-1.68%
-$360.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$3,209.6 
IWM iShares Russell 2000 ETF
-1.67%
-$29,820.3 
ROL Rollins, Inc.
-1.65%
-$1,126.72 
IBIT iShares Bitcoin Trust
-1.63%
-$1,293.52 
DOCS Doximity Inc.
-1.62%
-$136.68 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.61%
-$412.41 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.61%
-$3,366.05 
VTWO Vanguard Russell 2000 ETF
-1.6%
-$859.74 
IEMG iShares Core MSCI Emerging Markets ETF
-1.6%
-$3,661.25 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.58%
-$2,628 
VRSN Verisign Inc.
-1.55%
-$1,118.6 
RONB Baron First Principles ETF
-1.55%
-$310.84 
SCHA Schwab U.S. Small-Cap ETF
-1.51%
-$150.43 
RMD ResMed Inc.
-1.48%
-$690.24 
TGT Target Corporation
-1.48%
-$147.84 
AG First Majestic Silver Corp
-1.43%
-$198.72 
QCOM QUALCOMM Incorporated
-1.43%
-$780.3 
UNH UnitedHealth Group Incorporated
-1.4%
-$1,101.92 
VB Vanguard Small-Cap ETF
-1.39%
-$4,500.72 
BDX Becton, Dickinson and Company
-1.37%
-$17,307.08 
APH Amphenol Corporation
-1.36%
-$35,511.12 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.36%
-$900.09 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$3,296.67 
SPEM SPDR Portfolio Emerging Markets ETF
-1.33%
-$232.22 
EME EMCOR Group, Inc.
-1.31%
-$3,241.43 
LEG Leggett & Platt, Inc.
-1.29%
-$28.8 
GS The Goldman Sachs Group, Inc.
-1.29%
-$30,747.18 
BKNG Booking Holdings Inc.
-1.28%
-$848 
BHF Brighthouse Financial Inc.
-1.27%
-$56.42 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$23,955.67 
VRTX Vertex Pharmaceuticals Incorporated
-1.25%
-$8,978.9 
Q Qnity Electronics Inc.
-1.24%
-$20.72 
BABA Alibaba Group Holding Limited SP ADR
-1.23%
-$49.14 
IBM International Business Machines Corporation
-1.23%
-$1,391.95 
BAX Baxter International Inc.
-1.22%
-$47.56 
SFM Sprouts Farmers Market, Inc.
-1.2%
-$35.2 
SHW The Sherwin-Williams Company
-1.19%
-$1,037.16 
TROW T. Rowe Price Group, Inc.
-1.18%
-$2,758.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.18%
-$8,014.62 
IWR iShares Russell Mid-Cap ETF
-1.18%
-$5,723.73 
DECK Deckers Outdoor Corporation
-1.14%
-$374.22 
JHMM John Hancock Multifactor Mid Cap ETF
-1.14%
-$122,289.71 
FNX First Trust Mid Cap Core AlphaDEX Fund
-1.13%
-$450.95 
IWB iShares Russell 1000 ETF
-1.1%
-$8,718.67 
VOO Vanguard S&P 500 ETF
-1.1%
-$5,520.92 
SPY SPDR S&P 500 ETF Trust
-1.09%
-$20,021.2 
IVV iShares Core S&P 500 ETF
-1.09%
-$1.14M 
PRU Prudential Financial, Inc.
-1.06%
-$11,584.14 
IJR iShares Core S&P Small-Cap ETF
-1.06%
-$5,621.65 
KTOS Kratos Defense & Security Solutions, Inc.
-1.05%
-$200.81 
KKR KKR & Co. Inc.
-1.04%
-$402.6 
IJH iShares Core S&P Mid-Cap ETF
-1.03%
-$4,758.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.02%
-$14,540.55 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.02%
-$8,589.2 
AMP Ameriprise Financial, Inc.
-1.01%
-$15.24 
MDY SPDR S&P MidCap 400 ETF Trust
-1.01%
-$9,294.13 
ARCC Ares Capital Corporation
-1%
-$18,253.68 
VST Vistra Corp
-1%
-$5,489.39 
J Jacobs Solutions Inc.
-0.95%
-$4,182.3 
VPL Vanguard FTSE Pacific ETF
-0.92%
-$206.04 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.92%
-$346.94 
FDX FedEx Corporation
-0.91%
-$159.01 
MLI Mueller Industries Inc.
-0.91%
-$13,971.1 
MS Morgan Stanley
-0.9%
-$19,723.55 
VSLU Applied Finance Valuation Large Cap ETF
-0.89%
-$8,980.1 
PFF iShares Preferred and Income Securities ETF
-0.89%
-$780 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$11,161.5 
MCO Moody's Corporation
-0.87%
-$12.69 
ECL Ecolab Inc.
-0.86%
-$6,771.77 
CGDV Capital Group Dividend Value ETF
-0.85%
-$126 
NVDA NVIDIA Corporation
-0.84%
-$76,177.41 
QUAL iShares MSCI USA Quality Factor ETF
-0.83%
-$459.94 
MDT Medtronic plc
-0.81%
-$126.28 
VO Vanguard Mid-Cap ETF
-0.8%
-$824.2 
KD Kyndryl Holdings Inc.
-0.8%
-$12.6 
AVUS Avantis U.S. Equity ETF
-0.78%
-$828.2 
PHR Phreesia Inc.
-0.77%
-$527 
MMM 3M Company
-0.76%
-$59.22 
PSLV Sprott Physical Silver Trust
-0.75%
-$1,279.6 
GILD Gilead Sciences Inc.
-0.73%
-$701.5 
SYY Sysco Corporation
-0.73%
-$11,659.8 
CUZ Cousins Properties Incorporated
-0.72%
-$3.6 
TPSC Timothy Plan US Small Cap Core ETF
-0.71%
-$721.5 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.71%
-$583.8 
PAYX Paychex Inc.
-0.68%
-$211.4 
CWI SPDR MSCI ACWI ex-US ETF
-0.65%
-$121.68 
FCX Freeport-McMoRan Inc.
-0.64%
-$250.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$2,002.38 
DHR Danaher Corporation
-0.64%
-$7,579.08 
VLTO Veralto Corporation
-0.64%
-$12.9 
CACI Caci International Inc.
-0.63%
-$11.55 
IWS iShares Russell Mid-Cap Value ETF
-0.62%
-$576.5 
SLV iShares Silver Trust
-0.62%
-$1,135.04 
PKW Invesco BuyBack Achievers ETF
-0.61%
-$9,170.13 
WAB Wabtec Corporation
-0.61%
-$3,795.4 
UPS United Parcel Service, Inc.
-0.6%
-$260.91 
VHT Vanguard Health Care ETF
-0.59%
-$176.54 
RDVY First Trust Rising Dividend Achievers ETF
-0.58%
-$2,055.74 
NDAQ Nasdaq, Inc.
-0.57%
-$31.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.56%
-$1,172.88 
DD DuPont de Nemours, Inc.
-0.56%
-$6.57 
USMV iShares MSCI USA Min Vol Factor ETF
-0.55%
-$331.52 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.53%
-$250 
UNP Union Pacific Corporation
-0.52%
-$900 
CSX CSX Corporation
-0.51%
-$510.75 
PLD Prologis Inc.
-0.49%
-$7,400.32 
FTV Fortive Corporation
-0.48%
-$107.8 
TRMK Trustmark Corporation
-0.47%
-$5,180.28 
IPAC iShares Core MSCI Pacific ETF
-0.43%
-$13.68 
IAU iShares Gold Trust
-0.43%
-$416.07 
GLD SPDR Gold Shares
-0.42%
-$1,114.12 
IWD iShares Russell 1000 Value ETF
-0.41%
-$3,531.12 
RNST Renasant Corporation
-0.39%
-$1,040.36 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.38%
-$810.06 
PPLT abrdn Physical Platinum Shares ETF
-0.37%
-$547.25 
MA Mastercard Incorporated
-0.37%
-$2,072.54 
MUX McEwen Mining Inc.
-0.37%
-$9.48 
PAVE Global X U.S. Infrastructure Development ETF
-0.36%
-$357.2 
BAC Bank of America Corporation
-0.35%
-$471.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.34%
-$1,176.72 
SOLS Sollensys Corp
-0.34%
-$52.48 
BA Boeing Company
-0.34%
-$127.16 
PFG Principal Financial Group, Inc.
-0.34%
-$156.14 
GWW W.W. Grainger, Inc.
-0.34%
-$18,644.54 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.31%
-$109.47 
GDX VanEck Gold Miners ETF
-0.29%
-$126.48 
VRSK Verisk Analytics Inc.
-0.28%
-$4.24 
ALLE Allegion plc
-0.28%
-$215 
CVS CVS Health Corporation
-0.28%
-$88.23 
COR Cencora, Inc.
-0.26%
-$28.8 
SBUX Starbucks Corporation
-0.26%
-$962.16 
PPG PPG Industries Inc.
-0.26%
-$47.32 
XLV Health Care Select Sector SPDR Fund
-0.26%
-$93.38 
AXP American Express Company
-0.26%
-$6,179.49 
NSC Norfolk Southern Corporation
-0.25%
-$1,459.58 
GIS General Mills, Inc.
-0.24%
-$108.24 
EFA iShares MSCI EAFE ETF
-0.24%
-$811 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$48.76 
VIG Vanguard Dividend Appreciation ETF
-0.23%
-$22.2 
RF Regions Financial Corporation
-0.22%
-$1,216.8 
CTAS Cintas Corporation
-0.22%
-$3.72 
RSG Republic Services, Inc.
-0.22%
-$3 
PYPL PayPal Holdings Inc
-0.21%
-$1,920 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$282.81 
SNY Sanofi American Depositary Receipt
-0.2%
-$512 
IVE ISHARES S&P 500 VALUE ETF
-0.2%
-$831.43 
IUSV iShares Core S&P U.S. Value ETF
-0.19%
-$711.92 
PHM PulteGroup Inc.
-0.19%
-$2.31 
IEFA iShares Core MSCI EAFE ETF
-0.18%
-$1,595.11 
FENI Fidelity Enhanced International ETF
-0.18%
-$53.62 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$23.29 
DIS The Walt Disney Company
-0.17%
-$3,283.39 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.17%
-$16.75 
ACN Accenture plc Class A
-0.17%
-$103.6 
CAT Caterpillar Inc.
-0.16%
-$4,834.97 
BMY Bristol-Myers Squibb Company
-0.16%
-$3,093.49 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.16%
-$14.88 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.13%
-$122.64 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$20.9 
COWZ Pacer US Cash Cows 100 ETF
-0.11%
-$1,107.44 
IEF iShares 7-10 Year Treasury Bond ETF
-0.11%
-$33.5 
BND Vanguard Total Bond Market Index Fund
-0.1%
-$30.91 
EHC Encompass Health Corporation
-0.1%
-$297.37 
CALM Cal-Maine Foods Inc.
-0.09%
-$210 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.09%
-$2.76 
XLF Financial Select Sector SPDR Fund
-0.09%
-$34.15 
JCPB JPMorgan Core Plus Bond ETF
-0.08%
-$2,033.82 
BKAG BNY Mellon Core Bond ETF
-0.07%
-$271.35 
IEUR iShares Core MSCI Europe ETF
-0.07%
-$3.74 
AYI Acuity Brands Inc.
-0.07%
-$26.88 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$7.2 
VFC V.F. Corporation
-0.06%
-$1.85 
VNQ Vanguard Real Estate ETF
-0.06%
-$33.92 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$5.45 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$81.51 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$49 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$241.32 
ASML ASML Holding N.V. New York Registry Shares
-0.03%
-$658.56 
AME Ametek Inc.
-0.03%
-$99.2 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.03%
-$0.28 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$3.92 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$2.85 
FITB Fifth Third Bancorp
-0.01%
-$4.18 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$1.42 
MCD McDonald's Corporation
-0.01%
-$45.94 Events
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Dividends
Dividend Analysis
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| Trades 1721 | Longs Won 1075/1721 62% | Profit Factor 5.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $608,031.97 |
| Average Win $96,694.7 | Best Trade (Oct 15) $23.84M | Sharpe Ratio -10.32 |
| Average Loss -$27,082.54 | Worst Trade (Mar 31) -$1.23M | Z-Score 6.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $50,233.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,657 | $10.18M | $13.94M | - | $3.76M | 36.89% | +0.234% |
| ABBV AbbVie Inc. | 26,903 | $4.87M | $7.67M | - | $2.8M | 57.38% | +0.568% |
| ABT Abbott Laboratories | 7,551 | $959,561.14 | $790,514.19 | - | -$169,046.95 | -17.62% | +0.01% |
| ACN Accenture plc Class A | 280 | $79,070.12 | $62,874 | - | -$16,196.12 | -20.48% | -0.165% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 23 | $2,511.42 | $2,923.76 | - | $412.34 | 16.42% | -0.094% |
| ADM Archer-Daniels-Midland Co | 3,226 | $162,977.67 | $267,887.04 | - | $104,909.37 | 64.37% | +0.133% |
| ADP Automatic Data Processing Inc. | 13,078 | $3.81M | $3.74M | - | -$72,161.57 | -1.89% | +0.107% |
| AFL Aflac Inc. | 239 | $24,722.5 | $28,381.25 | - | $3,658.75 | 14.8% | +0.593% |
| AG First Majestic Silver Corp | 864 | $16,583.3 | $13,703.04 | - | -$2,880.26 | -17.37% | -1.429% |
| AIG American International Group Inc. | 500 | $36,400 | $40,020 | - | $3,620 | 9.95% | +1.163% |
| AJG Arthur J. Gallagher & Co. | 4,723 | $1.35M | $1.19M | - | -$166,644.96 | -12.31% | +0.528% |
| ALB Albemarle Corporation | 194 | $30,823.78 | $18,614.3 | - | -$12,209.48 | -39.61% | -2.271% |
| ALL Allstate Corporation | 4,114 | $858,737.07 | $998,220.96 | - | $139,483.89 | 16.24% | +1.269% |
| ALLE Allegion plc | 500 | $65,297.18 | $77,660 | - | $12,362.82 | 18.93% | -0.276% |
| AM Antero Midstream Corporation | 8,546 | $128,959 | $173,141.96 | - | $44,182.96 | 34.26% | +1.707% |
| AMAT Applied Materials, Inc. | 553 | $102,007.91 | $229,765.97 | - | $127,758.06 | 125.24% | -3.377% |
| AMD Advanced Micro Devices, Inc. | 2,952 | $1.06M | $1.58M | - | $520,631.6 | 49.01% | -4.621% |
| AME Ametek Inc. | 1,240 | $233,120 | $308,065.6 | - | $74,945.6 | 32.15% | -0.032% |
| AMGN Amgen Inc. | 12,589 | $3.53M | $5.47M | - | $1.94M | 54.79% | +0.062% |
| AMP Ameriprise Financial, Inc. | 3 | $1,597 | $1,492.5 | - | -$104.5 | -6.54% | -1.011% |
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FAQ
Which stocks have generated the highest profits for Paula Spurgeon?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.87M, Lam Research Corporation - $1.47M, NVIDIA Corporation - $562,035.1, Caterpillar Inc - $534,813.61, and AbbVie Inc - $429,064.98. 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: Accenture plc Class A - $1.41M, Salesforce Inc - $1.31M, Intuit Inc - $578,207.04, lululemon athletica inc - $535,827.07, and UnitedHealth Group Incorporated - $457,366.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paula Spurgeon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.74M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.87M, Progressive Corporation - $541,392.6, AbbVie Inc - $363,713.8, Ares Capital Corporation - $309,004.32, and ONEOK, Inc - $210,787.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paula Spurgeon's monthly returns?
Paula Spurgeon's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Paula Spurgeon's strategy be considered aggressive or moderate?
Paula Spurgeon'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 Paula Spurgeon's strategy?
Paula Spurgeon'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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