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:
49.92%
Gain +0.28%
Monthly
0.64%
Yearly
7.98%
Drawdown
15.91%
$584.01M
Equity
Holdings
$584.01M
Investment
$453.99M
$162.45M
Profit +$1.45M
Realized
$29.8M
Unrealized
$132.65M
Dividends
$42.81M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$1.45M
Win %
75%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$210,071.26
Win %
75%
This Month
Compared to last month
Gain
-1.32%
Profit
-$7.79M
Win %
75%
This Year
Compared to last year
Gain
-1.65%
Profit
-$9.56M
Win %
75%
ACN Accenture plc Class A
+6.88%
+$28,132.41 
AMGN Amgen Inc.
+4.48%
+$1.53M 
LOW Lowe's Companies Inc.
+3.16%
+$13,380 
MDLZ Mondelez International, Inc.
+2.98%
+$8,865.38 
PAYX Paychex Inc.
+2.94%
+$14,577 
ABT Abbott Laboratories
+2.66%
+$14,756.24 
ABBV AbbVie Inc.
+2.56%
+$43,145.19 
HD The Home Depot, Inc.
+2.49%
+$13,408.01 
GOOGL Alphabet Inc
+2.19%
+$16,066.05 
KR Kroger Co.
+2.09%
+$5,566 
EMR Emerson Electric Co.
+1.68%
+$4,267 
XLF Financial Select Sector SPDR Fund
+1.27%
+$168,231.6 
MSFT Microsoft Corp.
+1.09%
+$11,840.47 
BX Blackstone Inc.
+0.98%
+$12,674.9 
AAPL Apple Inc.
+0.94%
+$10,860.42 
BAC Bank of America Corporation
+0.79%
+$9,678.48 
ATO Atmos Energy Corporation
+0.65%
+$7,772 
JPM JPMorgan Chase & Co.
+0.31%
+$8,831.08 
JNJ Johnson & Johnson
+0.29%
+$2,859.44 
NVDA NVIDIA Corporation
+0.25%
+$4,597.09 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$1,823.07 
GPIX S&P 500 Core Premium Income Fund
+0.24%
+$28,662.4 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$47,590.62 
APD Air Products and Chemicals, Inc.
+0.09%
+$486.02 
PG Procter & Gamble Co
+0.02%
+$96.85 
AVGO Broadcom Inc.
0%
$0 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.49 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
+$0.01 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.98 
IWD iShares Russell 1000 Value ETF
0%
-$1.44 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
+$0.03 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LEA Lear Corporation
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LRCX Lam Research Corporation
0%
+$0.01 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
+$0.35 
NEE NextEra Energy, Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RPM RPM International Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.07 
RTX RTX Corporation
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
-$0.24 
TMUS T-Mobile US, Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.34 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.23 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XSD SPDR S&P Semiconductor ETF
0%
-$0.19 
AMAT Applied Materials, Inc.
-7.82%
-$40,430.01 
INTC Intel Corporation
-5.86%
-$32,982.54 
CAT Caterpillar Inc.
-3.71%
-$20,236.34 
XLK State Street Technology Select Sector SPDR ETF
-1.84%
-$197,453.52 
IAU iShares Gold Trust
-1.41%
-$107,368.2 
GLD SPDR Gold Shares
-1.4%
-$15,911.5 
CVX Chevron Corporation
-1.27%
-$7,197.08 
TSLA Tesla, Inc.
-0.58%
-$1,206.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$129,074.4 
AMZN Amazon.com Inc
-0.23%
-$875.56 
META Meta Platforms Inc Class A
-0.08%
-$181.24 
T AT&T Inc.
-0.04%
-$146.6 
SGOV iShares 0-3 Month Treasury Bond ETF
-0.01%
-$957.45 Events
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Dividends
Dividend Analysis
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| Trades 2520 | Longs Won 1454/2520 57% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466,088.35 |
| Average Win $137,723.07 | Best Trade (Jul 29) $14.59M | Sharpe Ratio -15.16 |
| Average Loss -$35,459.03 | Worst Trade (Sep 30) -$909,636 | Z-Score 5.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 5d | Expectancy $64,464.3 |
| 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 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Robert Macaulay?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $6.53M, NVIDIA Corporation - $5.17M, Amgen Inc - $4.43M, iShares Russell 1000 Value ETF - $3.46M, and Invesco QQQ Trust, Series 1 - $2.96M. 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: Pfizer Inc - $1.29M, iShares MSCI Emerging Markets ETF - $773,336.84, SPDR Bloomberg Convertible Securities ETF - $725,029.14, Vanguard Consumer Discretionary ETF - $675,087.32, and Intel Corporation - $640,945.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Macaulay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $42.81M earned over time. The largest contributors to dividend income include Amgen Inc - $3.74M, iShares Russell 1000 Value ETF - $2.48M, S&P 500 Core Premium Income Fund - $1.42M, iShares 3-7 Year Treasury Bond ETF - $1.33M, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Macaulay's monthly returns?
Robert Macaulay'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 Robert Macaulay's strategy be considered aggressive or moderate?
Robert Macaulay's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Robert Macaulay's strategy?
Robert Macaulay'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.
