ALA
Anne L. Arnold Portfolio
Invests via Santa Monica Partners LP | Managed by Anne L. Arnold
Invests via Santa Monica Partners LP
Managed by Anne L. Arnold
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Anne L. Arnold Profile
Anne L. Arnold has built a distinguished career as an operating executive with extensive experience in leading organizational transformations and driving strategic growth initiatives within various sectors. Her strong expertise encompasses corporate development, market expansion, and stakeholder engagement that facilitates enhanced operational efficiency. Notably known for her acumen in managing complex projects, she has consistently delivered results that align with organizational objectives and industry benchmarks. With a commitment to innovation and leadership excellence, Anne's contributions are critical to the business landscape she operates within.
Anne L. Arnold has built a distinguished career as an operating executive with extensive experience in leading organizational transformations and driving strategic growth initiatives within various sectors. Her strong expertise encompasses corporate development, market expansion, and stakeholder engagement that facilitates enhanced operational efficiency. Notably known for her acumen in managing complex projects, she has consistently delivered results that align with organizational objectives and industry benchmarks. With a commitment to innovation and leadership excellence, Anne's contributions are critical to the business landscape she operates within.
Investment Philosophy & Strategy
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:
40.54%
Gain +0.77%
Monthly
0.83%
Yearly
10.39%
Drawdown
13.17%
$117.51M
Equity
Holdings
$117.51M
Investment
$30.72M
$114.15M
Profit +$1.52M
Realized
$27.37M
Unrealized
$86.79M
Dividends
$6.73M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.77%
Profit
$1.52M
Win %
72%
This Week
Compared To Last Week
Gain
2.93%
Profit
$3.34M
Win %
72%
This Month
Compared to last month
Gain
2.93%
Profit
$3.34M
Win %
72%
This Year
Compared to last year
Gain
19.58%
Profit
$19.24M
Win %
73%
Events
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Dividends
Dividend Analysis
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| Trades 123 | Longs Won 57/123 46% | Profit Factor 18.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.41M |
| Average Win $2.12M | Best Trade (Jul 31) $43.52M | Sharpe Ratio -82.46 |
| Average Loss -$98,024.73 | Worst Trade (Mar 30) -$2.37M | Z-Score 0.79 (56.94%) |
| Commissions $0 | Avg. Trade Length 3y 2m 3d | Expectancy $928,072.92 |
| 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% | 0.05% | 0.36% | 1.97% | 8.56% | 31.34% |
| Consecutive Losing Trades | 1,199 | 1,079 | 959 | 839 | 719 | 600 | 480 | 360 | 240 | 120 |
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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FAQ
Which stocks have generated the highest profits for Anne L. Arnold?
The largest contributions to the portfolio's profits come from the following stocks: Balchem Corporation - $28.04M, Mastercard Incorporated - $5.52M, First Horizon Corporation - $1.52M, Broadridge Financial Solutions, Inc - $1.08M, and Garmin Ltd - $910,872.55. 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: Boston Omaha Corporation - $2.21M, Boeing Company - $627,539.99, WisdomTree, Inc - $516,697.58, Lixte Biotechnology Holdings Inc - $435,000.87, and Bel Fuse Inc - $275,512.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anne L. Arnold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.73M earned over time. The largest contributors to dividend income include Mastercard Incorporated - $1.91M, Balchem Corporation - $1.72M, Broadridge Financial Solutions, Inc - $963,960.62, Garmin Ltd - $910,872.55, and Virtus Investment Partners Inc - $207,384.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anne L. Arnold's monthly returns?
Anne L. Arnold'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 Anne L. Arnold's strategy be considered aggressive or moderate?
Anne L. Arnold's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Anne L. Arnold's strategy?
Anne L. Arnold'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.
