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:
54.73%
Gain -2.22%
Monthly
0.65%
Yearly
8.03%
Drawdown
15.93%
$589.83M
Equity
Holdings
$589.83M
Investment
$451.36M
$167.98M
Profit -$11.45M
Realized
$29.51M
Unrealized
$138.47M
Dividends
$44.1M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.22%
Profit
-$11.45M
Win %
73%
This Week
Compared To Last Week
Gain
-1.84%
Profit
-$11.06M
Win %
73%
This Month
Compared to last month
Gain
-1.59%
Profit
-$9.51M
Win %
73%
This Year
Compared to last year
Gain
-0.67%
Profit
-$3.74M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$59,604.14 
GOOG Alphabet Inc
+6.88%
+$24,348.2 
GOOGL Alphabet Inc
+6.73%
+$50,490.09 
META Meta Platforms Inc Class A
+3.28%
+$6,965.92 
MSFT Microsoft Corp.
+3.02%
+$37,945.29 
NVDA NVIDIA Corporation
+2.93%
+$52,497.8 
CVX Chevron Corporation
+2.35%
+$13,442.48 
EOG EOG Resources, Inc.
+2.19%
+$20,549.22 
CSCO Cisco Systems, Inc.
+2.14%
+$12,543.66 
TSCO Tractor Supply Company
+1.85%
+$9,184 
KMI Kinder Morgan, Inc.
+1.64%
+$14,300 
HPE Hewlett Packard Enterprise Company
+1.61%
+$14,592 
ACN Accenture plc Class A
+1.61%
+$6,980.05 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$95,858.36 
LMT Lockheed Martin Corporation
+1.5%
+$16,155.36 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$81,673.7 
HONA Honeywell Aerospace Inc.
+1.18%
+$5,687 
AMAT Applied Materials, Inc.
+1.18%
+$5,900.02 
UNP Union Pacific Corporation
+0.92%
+$12,549.05 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$83,456.6 
IBM International Business Machines Corporation
+0.86%
+$7,639.92 
MCD McDonald's Corporation
+0.82%
+$7,700.03 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$112,074.85 
EMR Emerson Electric Co.
+0.79%
+$2,006.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$129,768.91 
TSLA Tesla, Inc.
+0.76%
+$1,600.07 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$212,527.55 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$1,840.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,500.23 
CAT Caterpillar Inc.
+0.7%
+$3,538.07 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$202,304.16 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$74,962.98 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$94,106.9 
PSX Phillips 66
+0.51%
+$1,949.36 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$6,843.94 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$49,938.58 
IWD iShares Russell 1000 Value ETF
+0.44%
+$159,776.73 
PAYX Paychex Inc.
+0.44%
+$2,193 
PFE Pfizer Inc.
+0.4%
+$2,765.2 
RTX RTX Corporation
+0.39%
+$3,369.24 
AVGO Broadcom Inc.
+0.37%
+$1,584 
PG Procter & Gamble Co
+0.37%
+$2,053.22 
BAC Bank of America Corporation
+0.36%
+$4,345.44 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$19,659.22 
GD General Dynamics Corporation
+0.32%
+$3,339.14 
MRK Merck & Co., Inc.
+0.32%
+$3,944.71 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$29,052.95 
JPM JPMorgan Chase & Co.
+0.27%
+$7,478.64 
JNJ Johnson & Johnson
+0.21%
+$1,942.98 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$19,198.88 
T AT&T Inc.
+0.17%
+$586.4 
MS Morgan Stanley
+0.17%
+$2,304.01 
BDX Becton, Dickinson and Company
+0.1%
+$476 
C Citigroup Inc.
+0.1%
+$1,001.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$11,113.38 
ABT Abbott Laboratories
+0.09%
+$477.72 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$1,182.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,914.9 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$518.51 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
LEA Lear Corporation
-10.72%
-$61,191 
AAPL Apple Inc.
-7.35%
-$84,005.52 
QCOM QUALCOMM Incorporated
-2.63%
-$24,738.06 
ABBV AbbVie Inc.
-2.51%
-$42,488.49 
XLB Materials Select Sector SPDR Fund
-2.34%
-$224,525.18 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$19,044 
APD Air Products and Chemicals, Inc.
-1.77%
-$9,558 
LRCX Lam Research Corporation
-1.58%
-$6,448.42 
GLD SPDR Gold Shares
-1.49%
-$17,000.47 
IAU iShares Gold Trust
-1.46%
-$112,338.95 
PPG PPG Industries Inc.
-1.35%
-$8,304.99 
MDLZ Mondelez International, Inc.
-1.22%
-$3,771.47 
NEE NextEra Energy, Inc.
-1.15%
-$12,387.65 
TXN Texas Instruments Inc
-1.08%
-$3,624.02 
LOW Lowe's Companies Inc.
-1.08%
-$4,540 
INTC Intel Corporation
-1.02%
-$5,712.06 
KO The Coca-Cola Company
-1.02%
-$8,190 
ATO Atmos Energy Corporation
-0.85%
-$9,915.93 
GILD Gilead Sciences Inc.
-0.81%
-$5,563.95 
VHT Vanguard Health Care ETF
-0.76%
-$54,421.15 
CVS CVS Health Corporation
-0.75%
-$3,792 
BLK BlackRock, Inc.
-0.73%
-$9,105.17 
RPM RPM International Inc.
-0.7%
-$3,192 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$42,936.86 
DUK Duke Energy Corporation
-0.67%
-$4,200 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$151,661.13 
AMGN Amgen Inc.
-0.64%
-$225,033.63 
PRU Prudential Financial, Inc.
-0.56%
-$1,350.33 
IYR iShares U.S. Real Estate ETF
-0.55%
-$18,632.05 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$3,936 
PEP PepsiCo, Inc.
-0.46%
-$4,104.32 
HD The Home Depot, Inc.
-0.42%
-$2,224.03 
MBB iShares MBS ETF
-0.4%
-$30,036.6 
ETR Entergy Corporation
-0.38%
-$2,049.99 
VGT Vanguard Information Technology ETF
-0.38%
-$65,773.66 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$43,354.71 
CMS CMS Energy Corporation
-0.37%
-$2,808 
MDT Medtronic plc
-0.37%
-$3,520 
GPC Genuine Parts Company
-0.37%
-$1,334 
TMUS T-Mobile US, Inc.
-0.36%
-$2,582.96 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$21,319.2 
CL Colgate-Palmolive Company
-0.33%
-$840 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$31,185.58 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$4,236.62 
BX Blackstone Inc.
-0.25%
-$3,120.07 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$23,373.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$540 
KR Kroger Co.
-0.21%
-$552 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
-0.2%
-$8,603.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$29,074.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,593.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$15,985.12 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$9,153.56 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$34,611.36 
MKC McCormick & Company, Incorporated
-0.12%
-$306 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$14,047.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$12,892.88 
XLF Financial Select Sector SPDR Fund
-0.1%
-$14,019.3 
BINC iShares Flexible Income Active ETF
-0.08%
-$7,909.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$2,108.24 Events
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Dividends
Dividend Analysis
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| Trades 2520 | Longs Won 1444/2520 57% | Profit Factor 5.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $471,848.17 |
| Average Win $143,843.29 | Best Trade (Sep 04) $19.02M | Sharpe Ratio -10.66 |
| Average Loss -$36,925.18 | Worst Trade (Sep 30) -$909,636 | Z-Score 4.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $66,658.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,426 | $607,561.16 | $1.06M | - | $450,764.5 | 74.19% | -7.354% |
| ABBV AbbVie Inc. | 6,567 | $1.17M | $1.65M | - | $476,949.04 | 40.73% | -2.513% |
| ABT Abbott Laboratories | 5,308 | $577,001.92 | $561,055.6 | - | -$15,946.32 | -2.76% | +0.085% |
| ACN Accenture plc Class A | 2,654 | $697,720.23 | $440,351.68 | - | -$257,368.55 | -36.89% | +1.611% |
| AMAT Applied Materials, Inc. | 1,000 | $183,070 | $507,670.01 | - | $324,600.01 | 177.31% | +1.176% |
| AMGN Amgen Inc. | 90,739 | $20.63M | $34.95M | - | $14.32M | 69.41% | -0.64% |
| AMZN Amazon.com Inc | 1,652 | $303,592.17 | $448,650.14 | - | $145,057.97 | 47.78% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,800 | $522,478.7 | $530,802.02 | - | $8,323.32 | 1.59% | -1.769% |
| ATO Atmos Energy Corporation | 6,700 | $1.09M | $1.16M | - | $64,543 | 5.9% | -0.849% |
| AVGO Broadcom Inc. | 1,100 | $303,215 | $428,208 | - | $124,993 | 41.22% | +0.371% |
| BAC Bank of America Corporation | 19,752 | $662,077.48 | $1.22M | - | $561,558.92 | 84.82% | +0.356% |
| BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF | 97,770 | $4.46M | $4.34M | - | -$124,435.93 | -2.79% | -0.198% |
| BDX Becton, Dickinson and Company | 2,800 | $451,072.04 | $463,736 | - | $12,663.96 | 2.81% | +0.103% |
| BINC iShares Flexible Income Active ETF | 197,734 | $10.39M | $10.28M | - | -$110,280.66 | -1.06% | -0.077% |
| BLK BlackRock, Inc. | 1,141 | $1.09M | $1.24M | - | $153,924.32 | 14.12% | -0.727% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 71,064 | $6.58M | $6.43M | - | -$154,188.01 | -2.34% | -0.33% |
| BR Broadridge Financial Solutions, Inc. | 4,800 | $657,360 | $738,960 | - | $81,600 | 12.41% | -0.53% |
| BX Blackstone Inc. | 9,750 | $1.16M | $1.25M | - | $88,980 | 7.69% | -0.25% |
| C Citigroup Inc. | 7,704 | $716,994.85 | $1.02M | - | $303,399.95 | 42.32% | +0.098% |
| CAT Caterpillar Inc. | 624 | $255,776.83 | $508,441.44 | - | $252,664.61 | 98.78% | +0.701% |
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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 - $4.65M, 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, The Walt Disney Company - $683,934.65, and Vanguard Consumer Discretionary ETF - $675,087.32. 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 $44.1M earned over time. The largest contributors to dividend income include Amgen Inc - $3.97M, iShares Russell 1000 Value ETF - $2.48M, S&P 500 Core Premium Income Fund - $1.59M, iShares 3-7 Year Treasury Bond ETF - $1.49M, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.29M. 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.
