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:
28.38%
Gain -0.95%
Monthly
1.26%
Yearly
16.15%
Drawdown
17.14%
$435.67M
Equity
Holdings
$435.67M
Investment
$351.07M
$84.55M
Profit -$3.54M
Realized
-$50,914.44
Unrealized
$84.6M
Dividends
$9.52M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$3.54M
Win %
71%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$2.91M
Win %
71%
This Month
Compared to last month
Gain
-0.81%
Profit
-$3.54M
Win %
71%
This Year
Compared to last year
Gain
3.04%
Profit
$12.89M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$780,049.38 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$74,697.99 
ETN Eaton Corporation plc
+7.32%
+$20,807.85 
GOOG Alphabet Inc
+6.88%
+$322,544.74 
GOOGL Alphabet Inc
+6.73%
+$143,156.37 
WY Weyerhaeuser Company
+6.51%
+$19,890.01 
VRT Vertiv Holdings Co
+6.18%
+$98.49 
ANET Arista Networks, Inc.
+5.46%
+$2,715.03 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$213.48 
SOLS Sollensys Corp
+4.84%
+$711.68 
SNPS Synopsys, Inc.
+4.41%
+$65.72 
CACI Caci International Inc.
+4.27%
+$61.2 
FTI TechnipFMC plc
+3.98%
+$14,850.8 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$33.35 
TT Trane Technologies plc
+3.33%
+$1,804.41 
META Meta Platforms Inc Class A
+3.28%
+$20,190.55 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$62,694.24 
MSFT Microsoft Corp.
+3.02%
+$467,873.9 
NVDA NVIDIA Corporation
+2.93%
+$237,690.46 
P Everpure Inc.
+2.81%
+$44.31 
CVX Chevron Corporation
+2.35%
+$49,602.48 
MRVL Marvell Technology, Inc.
+2.32%
+$6,828.78 
FAST Fastenal Co.
+2.25%
+$67,956 
FFOG Franklin Focused Growth Mutual Fund
+2.2%
+$587.1 
EOG EOG Resources, Inc.
+2.19%
+$718.68 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$86.42 
CDNS Cadence Design Systems, Inc.
+2.16%
+$28.8 
AMTM Amentum Holdings, Inc.
+2.16%
+$51.7 
CSCO Cisco Systems, Inc.
+2.14%
+$111,473.82 
JBL Jabil Inc.
+2.12%
+$385.27 
USAR USA Rare Earth, Inc.
+2.05%
+$296.7 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$615.4 
OXY Occidental Petroleum Corporation
+2%
+$80.64 
GWW W.W. Grainger, Inc.
+1.97%
+$111,490.75 
UPRO ProShares UltraPro S&P500
+1.97%
+$43,088.84 
OKE ONEOK, Inc.
+1.95%
+$48,612.12 
AM Antero Midstream Corporation
+1.95%
+$3,589.32 
AVAV AeroVironment Inc.
+1.91%
+$487.2 
LHX L3Harris Technologies, Inc.
+1.9%
+$41,904.42 
PANW Palo Alto Networks, Inc.
+1.89%
+$51,081.9 
CRM Salesforce Inc
+1.83%
+$11,624.7 
ORCL Oracle Corporation
+1.81%
+$9,013.62 
HWM Howmet Aerospace Inc.
+1.8%
+$19.92 
FROG JFrog Ltd
+1.75%
+$4,793.63 
ZTS Zoetis Inc.
+1.66%
+$7,185.79 
FLEX Flex Ltd.
+1.64%
+$333.04 
J Jacobs Solutions Inc.
+1.64%
+$6,753.61 
SHEL Shell plc
+1.62%
+$332.22 
ACN Accenture plc Class A
+1.61%
+$736.4 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$114.31 
BSX Boston Scientific Corporation
+1.59%
+$7,043.04 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$722.1 
VZ Verizon Communications Inc.
+1.52%
+$11,160.8 
LMT Lockheed Martin Corporation
+1.5%
+$55,352.82 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$6,160 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$17,182.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,611.2 
PH Parker-Hannifin Corporation
+1.43%
+$343.5 
SLB Schlumberger Limited
+1.39%
+$4,080 
FTV Fortive Corporation
+1.25%
+$281.05 
CMCSA Comcast Corp
+1.23%
+$130.79 
COP ConocoPhillips
+1.22%
+$9,545.36 
HACK Amplify Cybersecurity ETF
+1.2%
+$384.81 
VRSN Verisign Inc.
+1.2%
+$818.72 
WFC Wells Fargo & Company
+1.19%
+$559.98 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,630.26 
AMAT Applied Materials, Inc.
+1.18%
+$3,262.71 
RMD ResMed Inc.
+1.16%
+$464.64 
CHD Church & Dwight Co., Inc.
+1.16%
+$90.4 
ITW Illinois Tool Works Inc.
+1.15%
+$3,994.25 
MSI Motorola Solutions, Inc.
+1.14%
+$1,336.03 
PHR Phreesia Inc.
+1.13%
+$744 
THG Hanover Insurance Group, Inc.
+1.1%
+$71.12 
VUG Vanguard Growth ETF
+1.1%
+$9,865.44 
VEEV Veeva Systems Inc.
+1.1%
+$779.22 
VG Venture Global Inc.
+1.06%
+$281.4 
ADP Automatic Data Processing Inc.
+0.98%
+$33,871.89 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,336.88 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$380.41 
WINN Harbor Long-Term Growers ETF
+0.94%
+$283.8 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$200.81 
ASTS AST SpaceMobile, Inc.
+0.92%
+$54 
UNP Union Pacific Corporation
+0.92%
+$1,602.01 
DTM Dt Midstream Inc.
+0.9%
+$73.8 
SCHW Charles Schwab Corporation
+0.87%
+$2,032.94 
IBM International Business Machines Corporation
+0.86%
+$926.34 
MCD McDonald's Corporation
+0.82%
+$5,053.42 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,171.6 
CALM Cal-Maine Foods Inc.
+0.8%
+$2,449.99 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,236.49 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$132.21 
PRCH Porch Group Inc.
+0.77%
+$11 
TSLA Tesla, Inc.
+0.76%
+$8,498.29 
MPC Marathon Petroleum Corporation
+0.76%
+$6,701.6 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,677.48 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.76%
+$611.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,640.23 
CYH Community Health Systems, Inc.
+0.72%
+$6.8 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$350 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,682.57 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,431.19 
AME Ametek Inc.
+0.71%
+$2,108.02 
CAT Caterpillar Inc.
+0.7%
+$23,037.17 
BMY Bristol-Myers Squibb Company
+0.69%
+$14,653.35 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$1,429.78 
IVV iShares Core S&P 500 ETF
+0.69%
+$691,118.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$9,224.65 
DOW Dow Inc.
+0.67%
+$65.6 
PLTR Palantir Technologies Inc.
+0.65%
+$120 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$28,540.32 
IWB iShares Russell 1000 ETF
+0.64%
+$4,842.68 
CGDV Capital Group Dividend Value ETF
+0.63%
+$93 
SYY Sysco Corporation
+0.63%
+$10,299.49 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$152.01 
IVT InvenTrust Properties Corp.
+0.6%
+$30.66 
ET Energy Transfer L.P.
+0.59%
+$680.52 
MO Altria Group, Inc.
+0.57%
+$3,630.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,878.36 
AVUS Avantis U.S. Equity ETF
+0.57%
+$590.4 
APH Amphenol Corporation
+0.55%
+$7,038.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,138.05 
RNST Renasant Corporation
+0.53%
+$1,543.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,486.18 
EXC Exelon Corporation
+0.53%
+$98.4 
STX Seagate Technology Holdings plc
+0.52%
+$209.15 
Q Qnity Electronics Inc.
+0.51%
+$9.24 
PRK Park National Corporation
+0.48%
+$1,717 
SBR Sabine Royalty Trust
+0.48%
+$476 
FTC First Trust Large Cap Growth Fund
+0.47%
+$253.15 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,918.27 
NSC Norfolk Southern Corporation
+0.46%
+$2,759.04 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$488.8 
KKR KKR & Co. Inc.
+0.45%
+$198 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,216.01 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,732.93 
PAYX Paychex Inc.
+0.44%
+$142.8 
CSX CSX Corporation
+0.42%
+$429.03 
CASY Casey's General Stores Inc.
+0.4%
+$63 
PFE Pfizer Inc.
+0.4%
+$1,255.2 
RTX RTX Corporation
+0.39%
+$14,944.44 
VLO Valero Energy Corporation
+0.38%
+$17,036.04 
AVGO Broadcom Inc.
+0.37%
+$3,837.6 
PG Procter & Gamble Co
+0.37%
+$8,864.25 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,112.32 
OTIS Otis Worldwide Corporation
+0.36%
+$7.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$133.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,295.99 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$13.64 
BAC Bank of America Corporation
+0.36%
+$576.4 
SNA Snap-on Inc.
+0.33%
+$735.77 
RF Regions Financial Corporation
+0.32%
+$2,028 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$787.78 
FSS Federal Signal Corp.
+0.32%
+$60 
GD General Dynamics Corporation
+0.32%
+$346.48 
MRK Merck & Co., Inc.
+0.32%
+$4,220.64 
SMH VanEck Semiconductor ETF
+0.3%
+$84.76 
KD Kyndryl Holdings Inc.
+0.3%
+$4.8 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$38.13 
VSNT Versant Media Group, Inc.
+0.28%
+$1.7 
JPM JPMorgan Chase & Co.
+0.27%
+$19,683.6 
AMP Ameriprise Financial, Inc.
+0.25%
+$4.14 
VSLU Applied Finance Valuation Large Cap ETF
+0.23%
+$2,219.8 
SLF Sun Life Financial Inc.
+0.22%
+$122.58 
ALLE Allegion plc
+0.22%
+$170 
CME CME Group Inc.
+0.21%
+$139.65 
SO The Southern Company
+0.21%
+$1,277.2 
HPS John Hancock Preferred Income Fund III
+0.21%
+$75.15 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$575.36 
JNJ Johnson & Johnson
+0.21%
+$1,581.52 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,799.59 
CMI Cummins Inc.
+0.19%
+$114.68 
OGE Oge Energy Corp.
+0.19%
+$95.58 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$97.6 
INTU Intuit Inc.
+0.18%
+$38.76 
USB U.S. Bancorp
+0.17%
+$24.97 
T AT&T Inc.
+0.17%
+$75.96 
MS Morgan Stanley
+0.17%
+$4,316.42 
EHC Encompass Health Corporation
+0.16%
+$428.22 
CB Chubb Limited
+0.15%
+$425.59 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$389.55 
DTE DTE Energy Company
+0.12%
+$20.4 
MMM 3M Company
+0.12%
+$9.87 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$117.66 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$1,603.42 
BDX Becton, Dickinson and Company
+0.1%
+$1,110.27 
ISRG Intuitive Surgical, Inc.
+0.1%
+$42.84 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$90 
C Citigroup Inc.
+0.1%
+$3,508.69 
NUE Nucor Corporation
+0.1%
+$25 
WM Waste Management, Inc.
+0.1%
+$1,332.32 
AFL Aflac Inc.
+0.09%
+$28.68 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$53.28 
WMT Walmart Inc.
+0.09%
+$3,236.26 
ABT Abbott Laboratories
+0.09%
+$679.59 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$522.48 
DIS The Walt Disney Company
+0.03%
+$518.43 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$1.1 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HIMX Himax Technologies Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
QNST QuinStreet Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FAI
FAI
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$7,813.89 
LCID Lucid Group, Inc.
-9.11%
-$34.04 
RIOT Riot Platforms, Inc.
-8.82%
-$97.5 
BTBT Bit Digital, Inc.
-7.75%
-$4.62 
AAPL Apple Inc.
-7.35%
-$996,909.64 
NXPI NXP Semiconductors N.V.
-6.53%
-$66,960 
SYK Stryker Corporation
-6.42%
-$38,045.02 
TROW T. Rowe Price Group, Inc.
-6.31%
-$17,311.47 
LIN Linde plc
-5.95%
-$8,442.54 
MU Micron Technology, Inc.
-5.9%
-$22,252.5 
BITX 2X BITCOIN STRATEGY ETF
-5.89%
-$17.52 
HL Hecla Mining Company
-5.42%
-$115.02 
MRNA Moderna, Inc.
-5.35%
-$9.3 
LYV Live Nation Entertainment, Inc.
-5.14%
-$22,443.4 
DJT Trump Media & Technology Group Corp.
-5.01%
-$62.4 
MSTR Strategy Inc.
-4.56%
-$75.82 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$200 
SPOT Spotify Technology S.A.
-4.34%
-$68.01 
SHOP Shopify Inc.
-4.29%
-$472.5 
VFC V.F. Corporation
-4.28%
-$118.4 
TYL Tyler Technologies Inc.
-4.24%
-$7,513.07 
MARA MARA Holdings Inc
-4.23%
-$100 
AG First Majestic Silver Corp
-4.21%
-$570.24 
FSM Fortuna Mining Corp
-3.88%
-$61.88 
GDX VanEck Gold Miners ETF
-3.49%
-$1,329.28 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$4,672.6 
CI The Cigna Group
-2.99%
-$7,576.81 
FETH Fidelity Ethereum Fund
-2.98%
-$1,379.97 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$4,829.55 
IBIT iShares Bitcoin Trust
-2.89%
-$1,804.12 
CRWV CoreWeave, Inc.
-2.88%
-$2,415.42 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$264.12 
DECK Deckers Outdoor Corporation
-2.82%
-$1,062.18 
AYI Acuity Brands Inc.
-2.8%
-$1,210.88 
APTV Aptiv PLC
-2.79%
-$8,100 
AJG Arthur J. Gallagher & Co.
-2.75%
-$33,249.87 
VRSK Verisk Analytics Inc.
-2.75%
-$44 
EQIX Equinix, Inc.
-2.7%
-$5,085 
QCOM QUALCOMM Incorporated
-2.63%
-$1,220.94 
POOL Pool Corporation
-2.61%
-$1,292.19 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$405.46 
ABBV AbbVie Inc.
-2.51%
-$174,062.41 
KMX CarMax Inc.
-2.45%
-$4,176 
BHF Brighthouse Financial Inc.
-2.43%
-$140.14 
ICE Intercontinental Exchange, Inc.
-2.42%
-$962.66 
DLR Digital Realty Trust, Inc.
-2.42%
-$58,827.99 
XLB Materials Select Sector SPDR Fund
-2.34%
-$91.96 
MUX McEwen Mining Inc.
-2.26%
-$63.2 
BAX Baxter International Inc.
-2.21%
-$89.09 
LEG Leggett & Platt, Inc.
-2.2%
-$52.8 
BA Boeing Company
-2.15%
-$942.48 
NEM Newmont Corporation
-2.14%
-$321.85 
SLV iShares Silver Trust
-2.13%
-$4,043.58 
PAAS Pan American Silver Corp.
-2.09%
-$291.64 
NFLX Netflix, Inc.
-2%
-$700.8 
PSLV Sprott Physical Silver Trust
-1.98%
-$3,473.2 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$31.88 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$753.28 
NNVC Nanoviricides Inc.
-1.94%
-$210 
EFOI Energy Focus Inc.
-1.93%
-$2.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$27,276.54 
GIS General Mills, Inc.
-1.84%
-$906.51 
PHM PulteGroup Inc.
-1.76%
-$24.97 
HQL Abrdn Life Sciences Investors
-1.75%
-$725.56 
RONB Baron First Principles ETF
-1.73%
-$302.66 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$193.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,371.58 
ADM Archer-Daniels-Midland Co
-1.66%
-$4,322.84 
AON Aon plc
-1.64%
-$2,588.61 
LRCX Lam Research Corporation
-1.58%
-$69,296.96 
DOCS Doximity Inc.
-1.55%
-$88.44 
GLD SPDR Gold Shares
-1.49%
-$3,889.03 
IAU iShares Gold Trust
-1.46%
-$1,403.46 
NI NiSource Inc.
-1.42%
-$18,088.96 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$8,960 
NKE Nike, Inc. - Class B
-1.37%
-$3,221.9 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$26,389.37 
PPG PPG Industries Inc.
-1.35%
-$255.19 
DD DuPont de Nemours, Inc.
-1.32%
-$16.56 
MNST Monster Beverage Corporation
-1.3%
-$228.6 
TM Toyota Motor Corporation
-1.28%
-$984 
FCX Freeport-McMoRan Inc.
-1.28%
-$450.36 
GRMN Garmin Ltd.
-1.27%
-$26,936.58 
MDLZ Mondelez International, Inc.
-1.22%
-$158.62 
F Ford Motor Company
-1.21%
-$431.64 
TJX The TJX Companies, Inc.
-1.21%
-$41,366.18 
CUZ Cousins Properties Incorporated
-1.19%
-$6.84 
SHW The Sherwin-Williams Company
-1.16%
-$1,029.42 
SRE Sempra
-1.15%
-$440.84 
NEE NextEra Energy, Inc.
-1.15%
-$27,183.14 
DE Deere & Company
-1.13%
-$21,134.37 
RCL Royal Caribbean Group
-1.13%
-$25.48 
IR Ingersoll Rand Inc.
-1.11%
-$101.52 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$70.38 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$115.36 
TXN Texas Instruments Inc
-1.08%
-$51,379.6 
LOW Lowe's Companies Inc.
-1.08%
-$15,274.84 
PLD Prologis Inc.
-1.08%
-$18,858.88 
MCK McKesson Corporation
-1.08%
-$9,776.69 
CTAS Cintas Corporation
-1.04%
-$17.28 
INTC Intel Corporation
-1.02%
-$438.96 
NDAQ Nasdaq, Inc.
-1.02%
-$58.2 
KO The Coca-Cola Company
-1.02%
-$32,750.1 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$225.33 
UPS United Parcel Service, Inc.
-1%
-$468.3 
ROL Rollins, Inc.
-0.99%
-$764.56 
EW Edwards Lifesciences Corporation
-0.98%
-$10,263.75 
XOM Exxon Mobil Corporation
-0.97%
-$45,554.22 
MET MetLife Inc.
-0.97%
-$1,176.88 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$30.4 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$6,504.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$18.2 
TPIF Timothy Plan International ETF
-0.89%
-$900.66 
PGR Progressive Corporation
-0.87%
-$46,278.66 
O Realty Income Corporation
-0.87%
-$383.04 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.85%
-$176.4 
ATO Atmos Energy Corporation
-0.85%
-$1,035.99 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$496.78 
GILD Gilead Sciences Inc.
-0.81%
-$652.69 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$11,302.06 
MCO Moody's Corporation
-0.81%
-$11.64 
D Dominion Energy, Inc.
-0.8%
-$150.08 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$15.96 
PYPL PayPal Holdings Inc
-0.76%
-$7,040 
VHT Vanguard Health Care ETF
-0.76%
-$212.94 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,601.7 
CVS CVS Health Corporation
-0.75%
-$273.34 
SPGI S&P Global Inc.
-0.74%
-$217.97 
MA Mastercard Incorporated
-0.74%
-$3,863.25 
BLK BlackRock, Inc.
-0.73%
-$12,073.72 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$211.2 
MAR Marriott International Inc. - Class A
-0.71%
-$13.25 
MP MP Materials Corp.
-0.7%
-$108.17 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$4.16 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$11,112.22 
MLI Mueller Industries Inc.
-0.67%
-$11,430.9 
DUK Duke Energy Corporation
-0.67%
-$414.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,304.39 
AMGN Amgen Inc.
-0.64%
-$31,220.85 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,911.29 
GS The Goldman Sachs Group, Inc.
-0.63%
-$17,385.81 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,141.04 
EME EMCOR Group, Inc.
-0.62%
-$1,669.72 
PM Philip Morris International Inc.
-0.61%
-$1,978.84 
ECL Ecolab Inc.
-0.61%
-$4,627.26 
DHR Danaher Corporation
-0.61%
-$6,093.99 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$196.91 
VLTO Veralto Corporation
-0.57%
-$10.8 
SBUX Starbucks Corporation
-0.57%
-$2,278.2 
PRU Prudential Financial, Inc.
-0.56%
-$6,498.4 
DGX Quest Diagnostics Inc.
-0.55%
-$15,784.51 
WAB Wabtec Corporation
-0.55%
-$3,480 
VNQ Vanguard Real Estate ETF
-0.54%
-$345.6 
COF Capital One Financial Corporation
-0.54%
-$448.61 
LLY Eli Lilly and Company
-0.53%
-$35,609.17 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$175.87 
FTCS First Trust Capital Strength ETF
-0.51%
-$218.79 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$710.19 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$25.84 
ALL Allstate Corporation
-0.49%
-$5,348.25 
IWM iShares Russell 2000 ETF
-0.47%
-$9,050.22 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$5,952.8 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$696.5 
CF CF Industries Holdings, Inc.
-0.46%
-$116 
WSO Watsco Inc.
-0.46%
-$1,145.45 
PEP PepsiCo, Inc.
-0.46%
-$1,502.08 
DVY iShares Select Dividend ETF
-0.45%
-$921.57 
TRV The Travelers Companies, Inc.
-0.43%
-$1,685.42 
LAMR Lamar Advertising Company
-0.43%
-$122.13 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,743.18 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$241.5 
HD The Home Depot, Inc.
-0.42%
-$12,333.65 
AIG American International Group Inc.
-0.39%
-$155 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$39.91 
ETR Entergy Corporation
-0.38%
-$254.2 
VGT Vanguard Information Technology ETF
-0.38%
-$240.8 
AXP American Express Company
-0.38%
-$9,688.75 
CMS CMS Energy Corporation
-0.37%
-$116.1 
FDX FedEx Corporation
-0.37%
-$67.85 
MDT Medtronic plc
-0.37%
-$52.48 
ARCC Ares Capital Corporation
-0.37%
-$6,725.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$35.6 
RSG Republic Services, Inc.
-0.37%
-$4.68 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$153.7 
FENI Fidelity Enhanced International ETF
-0.37%
-$114.9 
TMUS T-Mobile US, Inc.
-0.36%
-$3,631.26 
BF-B Brown-Forman Corporation
-0.35%
-$79.8 
CL Colgate-Palmolive Company
-0.33%
-$38.7 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$9.43 
TFC Truist Financial Corporation
-0.33%
-$6,559.21 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$91.52 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$289.64 
CEG Constellation Energy Corporation
-0.31%
-$110.16 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$56.16 
VST Vistra Corp
-0.29%
-$1,527.79 
MTB M&T Bank Corporation
-0.29%
-$320.21 
COR Cencora, Inc.
-0.28%
-$28.48 
IGF iShares Global Infrastructure ETF
-0.28%
-$10.07 
SDY SPDR S&P Dividend ETF
-0.28%
-$336.6 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,375.47 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$20.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$87.1 
EGP EastGroup Properties Inc.
-0.27%
-$6,474.69 
VTV Vanguard Value ETF
-0.27%
-$904.45 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$47.1 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$83.79 
CNP CenterPoint Energy Inc.
-0.26%
-$3,493.79 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$93.48 
BX Blackstone Inc.
-0.25%
-$5,750.53 
BKAG BNY Mellon Core Bond ETF
-0.24%
-$904.5 
FISV Fiserv, Inc.
-0.24%
-$648.44 
COST Costco Wholesale Corporation
-0.24%
-$3,581.83 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$6,391.99 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$34.08 
PDT John Hancock Premium Dividend Fund
-0.23%
-$267 
VB Vanguard Small-Cap ETF
-0.22%
-$744.46 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$809 
PFG Principal Financial Group, Inc.
-0.22%
-$105.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$315.77 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$152.07 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$34.14 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$2.24 
PODD Insulet Corporation
-0.2%
-$155.09 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$796.03 
TRMK Trustmark Corporation
-0.19%
-$2,220.12 
BKNG Booking Holdings Inc.
-0.18%
-$136.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$536.88 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$18 
FITB Fifth Third Bancorp
-0.16%
-$75.33 
LNT Alliant Energy Corporation
-0.15%
-$4.18 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$15 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$31.84 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$305.24 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,201.46 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$12.1 
KTB Kontoor Brands Inc.
-0.12%
-$5.7 
STZ Constellation Brands, Inc.
-0.12%
-$3.15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$11.82 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$504.16 
XLF Financial Select Sector SPDR Fund
-0.1%
-$40.98 
ALB Albemarle Corporation
-0.1%
-$23.28 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$13.7 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$167.4 
JPIE JPMorgan Income ETF
-0.09%
-$1,669.2 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$140.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$18.64 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$23.3 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$70 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$5.34 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$81.51 
VO Vanguard Mid-Cap ETF
-0.05%
-$50.72 
V Visa Inc. Class A
-0.04%
-$1,568.73 
XEL Xcel Energy Inc.
-0.04%
-$14.49 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$241.32 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$155.04 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$20.44 
TGT Target Corporation
-0.01%
-$1.28 
UBER Uber Technologies, Inc.
-0.01%
-$67.19 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$1,473.66 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$56.42 Events
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Dividends
Dividend Analysis
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| Trades 1721 | Longs Won 1112/1721 64% | Profit Factor 6.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $594,955.96 |
| Average Win $90,726.94 | Best Trade (Aug 14) $24.92M | Sharpe Ratio -150.71 |
| Average Loss -$26,858.26 | Worst Trade (Mar 31) -$1.23M | Z-Score 14.21 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $49,126.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,657 | $10.18M | $12.56M | - | $2.38M | 23.36% | -7.354% |
| ABBV AbbVie Inc. | 26,903 | $4.87M | $6.75M | - | $1.88M | 38.57% | -2.513% |
| ABT Abbott Laboratories | 7,551 | $959,561.14 | $798,140.7 | - | -$161,420.44 | -16.82% | +0.085% |
| ACN Accenture plc Class A | 280 | $79,070.12 | $46,457.6 | - | -$32,612.52 | -41.25% | +1.611% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 23 | $2,511.42 | $2,863.04 | - | $351.62 | 14% | -0.328% |
| ADM Archer-Daniels-Midland Co | 3,226 | $162,977.67 | $255,725.02 | - | $92,747.35 | 56.91% | -1.662% |
| ADP Automatic Data Processing Inc. | 13,078 | $3.81M | $3.48M | - | -$327,117.31 | -8.58% | +0.982% |
| AFL Aflac Inc. | 239 | $24,722.5 | $30,467.72 | - | $5,745.22 | 23.24% | +0.094% |
| AG First Majestic Silver Corp | 864 | $16,583.3 | $12,985.92 | - | -$3,597.38 | -21.69% | -4.207% |
| AIG American International Group Inc. | 500 | $36,400 | $39,290 | - | $2,890 | 7.94% | -0.393% |
| AJG Arthur J. Gallagher & Co. | 4,723 | $1.35M | $1.18M | - | -$176,090.96 | -13% | -2.745% |
| ALB Albemarle Corporation | 194 | $30,823.78 | $22,822.16 | - | -$8,001.62 | -25.96% | -0.102% |
| ALL Allstate Corporation | 4,114 | $858,737.07 | $1.09M | - | $227,688 | 26.51% | -0.49% |
| ALLE Allegion plc | 500 | $65,297.18 | $78,699.99 | - | $13,402.81 | 20.53% | +0.216% |
| AM Antero Midstream Corporation | 8,546 | $128,959 | $187,755.62 | - | $58,796.62 | 45.59% | +1.949% |
| AMAT Applied Materials, Inc. | 553 | $102,007.91 | $280,741.52 | - | $178,733.61 | 175.22% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,952 | $1.06M | $1.41M | - | $343,216.37 | 32.31% | -1.904% |
| AME Ametek Inc. | 1,240 | $233,120 | $299,720.41 | - | $66,600.41 | 28.57% | +0.708% |
| AMGN Amgen Inc. | 12,589 | $3.53M | $4.85M | - | $1.32M | 37.27% | -0.64% |
| AMP Ameriprise Financial, Inc. | 3 | $1,597 | $1,637.52 | - | $40.52 | 2.54% | +0.253% |
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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 - $1.57M, Lam Research Corporation - $1.46M, NVIDIA Corporation - $551,628.35, Caterpillar Inc - $534,813.61, and Valero Energy Corporation - $410,893.76. 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 - $578,300.88, lululemon athletica inc - $535,827.07, and UnitedHealth Group Incorporated - $457,816.32. 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 $9.52M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.57M, Progressive Corporation - $538,904.5, AbbVie Inc - $317,171.61, Ares Capital Corporation - $262,889.76, 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 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 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 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.
