RM
Robert Macaulay Portfolio
Invests via Jmac Enterprises LLC | Managed by Robert Macaulay
Invests via Jmac Enterprises LLC
Managed by Robert Macaulay
Automatically Tracked
Robert Macaulay Profile
With a strong foundation in strategic management, Robert Macaulay has significantly influenced corporate leadership across various industries. He possesses extensive experience in driving organizational growth and operational excellence through innovative solutions. His commitment to enhancing business performance positions him as a sought-after figure within the investment community, where his insights into market trends and competitive dynamics are invaluable. Known for his results-oriented approach, he plays a crucial role in shaping initiatives that boost shareholder value while navigating complex market environments.
With a strong foundation in strategic management, Robert Macaulay has significantly influenced corporate leadership across various industries. He possesses extensive experience in driving organizational growth and operational excellence through innovative solutions. His commitment to enhancing business performance positions him as a sought-after figure within the investment community, where his insights into market trends and competitive dynamics are invaluable. Known for his results-oriented approach, he plays a crucial role in shaping initiatives that boost shareholder value while navigating complex market environments.
Investment Philosophy & Strategy
A discerning lens on market dynamics informs Robert Macaulay's investment approach, characterized by a keen understanding of strategic growth and operational enhancement. His history in corporate leadership equips him with the insights to identify unique opportunities that others may overlook. Drawing from rich experience across multiple sectors, he emphasizes innovation-driven strategies aimed at maximizing shareholder value. Furthermore, an ability to navigate complexities ensures adept management of resources towards optimal performance outcomes.
A discerning lens on market dynamics informs Robert Macaulay's investment approach, characterized by a keen understanding of strategic growth and operational enhancement. His history in corporate leadership equips him with the insights to identify unique opportunities that others may overlook. Drawing from rich experience across multiple sectors, he emphasizes innovation-driven strategies aimed at maximizing shareholder value. Furthermore, an ability to navigate complexities ensures adept management of resources towards optimal performance outcomes.
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:
45.59%
Gain +0.49%
Monthly
0.49%
Yearly
6.05%
Drawdown
15.9%
$580.51M
Equity
Holdings
$580.51M
Investment
$434.81M
$166.11M
Profit +$3.2M
Realized
$20.4M
Unrealized
$145.7M
Dividends
$40.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$3.2M
Win %
79%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$2.7M
Win %
79%
This Month
Compared to last month
Gain
0.05%
Profit
$271,406.19
Win %
79%
This Year
Compared to last year
Gain
7.09%
Profit
$39.17M
Win %
78%
INTC Intel Corporation
+6.48%
+$46,556.36 
QCOM QUALCOMM Incorporated
+4.28%
+$53,815.94 
HPE Hewlett Packard Enterprise Company
+2.94%
+$33,275 
AMAT Applied Materials, Inc.
+2.64%
+$14,610 
T AT&T Inc.
+2.48%
+$7,810.71 
JPM JPMorgan Chase & Co.
+2.3%
+$57,442.4 
XLB Materials Select Sector SPDR Fund
+1.9%
+$170,847.3 
TSLA Tesla, Inc.
+1.88%
+$5,088.4 
KMI Kinder Morgan, Inc.
+1.82%
+$19,095 
TMUS T-Mobile US, Inc.
+1.78%
+$13,524.02 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$211,710.48 
ACN Accenture plc Class A
+1.64%
+$7,345.94 
UNP Union Pacific Corporation
+1.58%
+$20,825 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$21,771 
BX Blackstone Inc.
+1.57%
+$18,430 
BLK BlackRock, Inc.
+1.56%
+$18,062.01 
BAC Bank of America Corporation
+1.52%
+$16,589.16 
CAT Caterpillar Inc.
+1.49%
+$8,051.32 
GPC Genuine Parts Company
+1.46%
+$4,335.5 
XLF Financial Select Sector SPDR Fund
+1.39%
+$136,050.83 
PAYX Paychex Inc.
+1.37%
+$5,848 
XSD SPDR S&P Semiconductor ETF
+1.36%
+$199,038.42 
TXN Texas Instruments Inc
+1.35%
+$6,030 
NEE NextEra Energy, Inc.
+1.3%
+$13,327.41 
ABBV AbbVie Inc.
+1.29%
+$18,978.63 
C Citigroup Inc.
+1.27%
+$13,481.95 
APD Air Products and Chemicals, Inc.
+1.26%
+$6,291 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$2,852.62 
ETR Entergy Corporation
+1.11%
+$9,150 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$65,130.24 
JNJ Johnson & Johnson
+1.07%
+$4,503.3 
ATO Atmos Energy Corporation
+1.03%
+$10,899 
IWD iShares Russell 1000 Value ETF
+1.02%
+$351,945.53 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$117,867.12 
PPG PPG Industries Inc.
+0.95%
+$4,704 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$13,083.47 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$114,886.12 
IYR iShares U.S. Real Estate ETF
+0.91%
+$26,766.5 
KR Kroger Co.
+0.91%
+$2,668 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$130,890.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$28,610.34 
PG Procter & Gamble Co
+0.85%
+$4,966.03 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$68,157.51 
CVX Chevron Corporation
+0.74%
+$4,074.38 
PSX Phillips 66
+0.74%
+$2,364.55 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$81,364.11 
HD The Home Depot, Inc.
+0.72%
+$3,818.88 
IAK iShares U.S. Insurance ETF
+0.67%
+$31,535.1 
MS Morgan Stanley
+0.66%
+$8,960 
KIE SPDR S&P Insurance ETF
+0.65%
+$4,011.28 
DUK Duke Energy Corporation
+0.64%
+$3,577.5 
EMR Emerson Electric Co.
+0.64%
+$1,547 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$7,815.5 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$222,624.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$99,776 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$77,346.74 
VGT Vanguard Information Technology ETF
+0.6%
+$117,331.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$28,596.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$94,462.29 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,348.43 
GOOGL Alphabet Inc
+0.56%
+$4,294.02 
HON Honeywell International Inc.
+0.55%
+$4,961 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$62,643.3 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$80,081.67 
GOOG Alphabet Inc
+0.46%
+$1,738.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$45,598.56 
PEP PepsiCo, Inc.
+0.4%
+$3,014.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,020 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$45,451.44 
GD General Dynamics Corporation
+0.35%
+$3,462.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$72,746.75 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.33%
+$31,736.25 
AMGN Amgen Inc.
+0.32%
+$103,442.46 
XOM Exxon Mobil Corporation
+0.28%
+$3,901.97 
PFE Pfizer Inc.
+0.15%
+$1,105.84 
NVDA NVIDIA Corporation
+0.14%
+$2,509.94 
LEA Lear Corporation
+0.13%
+$741 
BINC iShares Flexible Income Active ETF
+0.12%
+$10,422.06 
MSFT Microsoft Corp.
+0.1%
+$1,114.4 
KO The Coca-Cola Company
+0.1%
+$1,136 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$7,091.46 
IAU iShares Gold Trust
+0.09%
+$6,367.69 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$3,734.26 
EOG EOG Resources, Inc.
+0.08%
+$501.82 
CL Colgate-Palmolive Company
+0.07%
+$168 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$18,082.8 
GLD SPDR Gold Shares
+0.06%
+$719.64 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$3,229.55 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$2,385.06 
MCD McDonald's Corporation
+0.01%
+$64.03 
JAZZ Jazz Pharmaceuticals plc
-2.37%
-$19,354.5 
ABT Abbott Laboratories
-1.68%
-$6,958.08 
LMT Lockheed Martin Corporation
-1.53%
-$15,762.22 
AAPL Apple Inc.
-1.52%
-$14,917.5 
MRK Merck & Co., Inc.
-1.41%
-$8,216.4 
AMZN Amazon.com Inc
-1.23%
-$4,889.92 
IBM International Business Machines Corporation
-0.96%
-$9,786.5 
AVGO Broadcom Inc.
-0.91%
-$3,850 
BDX Becton, Dickinson and Company
-0.75%
-$3,108 
ITB iShares U.S. Home Construction ETF
-0.7%
-$8,267.44 
CSCO Cisco Systems, Inc.
-0.6%
-$3,855.13 
MDLZ Mondelez International, Inc.
-0.58%
-$2,551.52 
MKC McCormick & Company, Incorporated
-0.56%
-$1,787.5 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$26,451.99 
RTX RTX Corporation
-0.33%
-$2,440 
META Meta Platforms Inc Class A
-0.23%
-$512.2 
GILD Gilead Sciences Inc.
-0.22%
-$784 
MDT Medtronic plc
-0.21%
-$1,870 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$9,784.96 
JIGB JPMorgan Corporate Bond Research Enhanced ETF
-0.16%
-$6,242.8 
MBB iShares MBS ETF
-0.15%
-$8,003.52 
VHT Vanguard Health Care ETF
-0.13%
-$7,350.96 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$26,121.34 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.09%
-$200 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$6,789.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$5,125.88 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$1,806.15 Events
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Dividends
Dividend Analysis
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| Trades 2431 | Longs Won 1419/2431 58% | Profit Factor 5.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $478,042.21 |
| Average Win $142,333.84 | Best Trade (Jun 11) $11.54M | Sharpe Ratio -12.41 |
| Average Loss -$35,437.74 | Worst Trade (Sep 30) -$909,636 | Z-Score 5.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $68,329.38 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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Returns
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