Albert Moore Portfolio
Invests via First National Advisers LLC | Managed by First National Advisers LLC
Invests via First National Advisers LLC
Managed by First National Advisers LLC
Automatically Tracked
Albert Moore Profile
With a wealth of experience in corporate strategy and operational leadership, Albert Moore has established himself as a significant figure in the technology sector. His career includes key executive roles at several high-growth companies where he successfully navigated complex market dynamics to drive innovation and profitability. As a visionary leader, he excels in transforming organizational challenges into growth opportunities, fostering dynamic teams focused on scalable solutions. Moore's influence extends beyond management; his insights into industry trends have positioned him as an invaluable advisor for emerging ventures aiming for competitive differentiation in tech-driven markets.
With a wealth of experience in corporate strategy and operational leadership, Albert Moore has established himself as a significant figure in the technology sector. His career includes key executive roles at several high-growth companies where he successfully navigated complex market dynamics to drive innovation and profitability. As a visionary leader, he excels in transforming organizational challenges into growth opportunities, fostering dynamic teams focused on scalable solutions. Moore's influence extends beyond management; his insights into industry trends have positioned him as an invaluable advisor for emerging ventures aiming for competitive differentiation in tech-driven markets.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, strategic foresight is critical for success. Albert Moore applies his extensive leadership and operational experience to identify transformative opportunities within this sector. His focus on scalability and innovation enables him to streamline processes while fostering an environment conducive to creative problem-solving. With a knack for navigating market complexities, he prioritizes investments that bolster organizational agility and competitive advantage. By leveraging insights into emerging trends, he helps new ventures establish a unique foothold in a crowded marketplace.
In the rapidly evolving technology landscape, strategic foresight is critical for success. Albert Moore applies his extensive leadership and operational experience to identify transformative opportunities within this sector. His focus on scalability and innovation enables him to streamline processes while fostering an environment conducive to creative problem-solving. With a knack for navigating market complexities, he prioritizes investments that bolster organizational agility and competitive advantage. By leveraging insights into emerging trends, he helps new ventures establish a unique foothold in a crowded marketplace.
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:
186.7%
Gain -0.27%
Monthly
2.55%
Yearly
35.19%
Drawdown
39.1%
$737.18M
Equity
Holdings
$737.18M
Investment
$554.61M
$241.75M
Profit -$3.06M
Realized
$59.19M
Unrealized
$182.57M
Dividends
$27.62M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$3.06M
Win %
71%
This Week
Compared To Last Week
Gain
0.26%
Profit
$1.92M
Win %
71%
This Month
Compared to last month
Gain
-0.65%
Profit
-$4.81M
Win %
71%
This Year
Compared to last year
Gain
3.66%
Profit
$26.02M
Win %
69%
INTC Intel Corporation
+13.27%
+$55,881.98 
AMD Advanced Micro Devices, Inc.
+9.21%
+$781,158.03 
META Meta Platforms Inc Class A
+6.87%
+$985,906.08 
NXST Nexstar Media Group Inc.
+6.84%
+$19,170.9 
QCOM QUALCOMM Incorporated
+6.7%
+$21,515.2 
GLW Corning Incorporated
+5.55%
+$162,484.98 
OLLI Ollie's Bargain Outlet Holdings Inc.
+5.31%
+$21,710.85 
ONTO Onto Innovation Inc.
+4.14%
+$28,071.43 
BURL Burlington Stores Inc.
+3.77%
+$19,927.26 
APH Amphenol Corporation
+3.69%
+$271,414 
AMAT Applied Materials, Inc.
+3.5%
+$123,805.6 
LRCX Lam Research Corporation
+3.42%
+$10,874.41 
ACN Accenture plc Class A
+2.98%
+$46,866.92 
TSLA Tesla, Inc.
+2.92%
+$151,552.05 
QLYS Qualys, Inc.
+2.83%
+$14,844.86 
MPWR Monolithic Power Systems, Inc.
+2.71%
+$68,863.88 
MZTI The Marzetti Company
+2.46%
+$8,437.63 
PLTR Palantir Technologies Inc.
+2.39%
+$7,551.44 
MU Micron Technology, Inc.
+2.35%
+$194,383.28 
MIR Mirion Technologies, Inc.
+2.35%
+$4,437.04 
MTZ MasTec, Inc. Common Stock
+2.11%
+$47,066.7 
IEMG iShares Core MSCI Emerging Markets ETF
+2.09%
+$6,410.8 
QQQ Invesco QQQ Trust, Series 1
+2.05%
+$14,725.99 
AIR AAR Corp.
+2.04%
+$6,998.9 
NFLX Netflix, Inc.
+2.03%
+$13,757.58 
VGT Vanguard Information Technology ETF
+1.91%
+$8,125.8 
ETN Eaton Corporation plc
+1.88%
+$72,226.98 
NVT nVent Electric plc
+1.8%
+$61,622.32 
GOOG Alphabet Inc
+1.78%
+$435,086.54 
VUG Vanguard Growth ETF
+1.76%
+$16,498.23 
SIGI Selective Insurance Group Inc.
+1.74%
+$7,957.7 
ANET Arista Networks, Inc.
+1.65%
+$84,819.49 
KEYS Keysight Technologies, Inc.
+1.65%
+$28,094.62 
NPO EnPro Industries Inc.
+1.63%
+$10,751.58 
ICLR ICON plc
+1.6%
+$8,518.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.58%
+$3,247.19 
AMGN Amgen Inc.
+1.57%
+$92,634.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.52%
+$3,486.24 
GOOGL Alphabet Inc
+1.52%
+$146,290.22 
SN SharkNinja, Inc.
+1.5%
+$33,854.65 
DT Dynatrace, Inc.
+1.47%
+$8,197.2 
TJX The TJX Companies, Inc.
+1.45%
+$30,377 
NVDA NVIDIA Corporation
+1.44%
+$571,024 
RYT Invesco S&P 500 Equal Weight ETF
+1.42%
+$4,572.4 
MKSI MKS Instruments Inc.
+1.41%
+$7,090.66 
ORCL Oracle Corporation
+1.4%
+$50,816.08 
CAT Caterpillar Inc.
+1.29%
+$3,879.96 
INVH Invitation Homes Inc.
+1.28%
+$10,703.97 
ESGV Vanguard ESG U.S. Stock ETF
+1.27%
+$4,206.6 
CACI Caci International Inc.
+1.25%
+$8,448.01 
VEU Vanguard FTSE All-World ex-US ETF
+1.23%
+$3,753.95 
IBP Installed Building Products Inc.
+1.23%
+$3,696.03 
LLY Eli Lilly and Company
+1.22%
+$130,005.79 
MRK Merck & Co., Inc.
+1.22%
+$6,535.29 
MCHP Microchip Technology Incorporated
+1.16%
+$29,489.05 
MS Morgan Stanley
+1.12%
+$48,687.18 
RCL Royal Caribbean Group
+1.11%
+$14,069.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.11%
+$32,920.88 
TXN Texas Instruments Inc
+1.11%
+$28,874.5 
LECO Lincoln Electric Holdings, Inc.
+1.08%
+$4,639.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.08%
+$45,067.11 
VOO Vanguard S&P 500 ETF
+1.08%
+$47,277.12 
AME Ametek Inc.
+1.07%
+$44,245.05 
SPY SPDR S&P 500 ETF Trust
+1.06%
+$6,110.6 
SCHW Charles Schwab Corporation
+1.05%
+$50,046.57 
T AT&T Inc.
+1.04%
+$9,054.25 
EFA iShares MSCI EAFE ETF
+1.03%
+$5,238.38 
LW Lamb Weston Holdings, Inc.
+1.03%
+$4,922.4 
SNOW Snowflake Inc.
+1%
+$31,045.39 
LFUS Littelfuse Inc.
+0.99%
+$38,849.83 
ASML ASML Holding N.V. New York Registry Shares
+0.99%
+$1,763.84 
AAON Aaon Inc.
+0.98%
+$3,383.25 
EPRT Essential Properties Realty Trust, Inc.
+0.97%
+$17,582.76 
JLL Jones Lang LaSalle Inc.
+0.97%
+$8,808.55 
IEFA iShares Core MSCI EAFE ETF
+0.94%
+$2,395.75 
DIS The Walt Disney Company
+0.9%
+$17,246.32 
WAB Wabtec Corporation
+0.88%
+$9,185.89 
GS The Goldman Sachs Group, Inc.
+0.88%
+$2,095.5 
MKL Markel Group Inc.
+0.87%
+$14,009.4 
TFC Truist Financial Corporation
+0.84%
+$3,991.76 
AMTM Amentum Holdings, Inc.
+0.84%
+$7,108.03 
KLIC Kulicke & Soffa Industries, Inc.
+0.78%
+$11,921.53 
SMMD iShares Russell 2500 ETF
+0.77%
+$2,715.51 
AS Amer Sports, Inc.
+0.77%
+$9,182.36 
DFAI Dimensional International Core Equity Market ETF
+0.73%
+$446,920.8 
LAMR Lamar Advertising Company
+0.73%
+$7,304.46 
MC Moelis & Company
+0.69%
+$2,942.98 
ENS EnerSys
+0.67%
+$2,738.4 
DPZ Domino's Pizza Inc.
+0.67%
+$1,459.25 
IWM iShares Russell 2000 ETF
+0.67%
+$1,523.33 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,406.61 
EGP EastGroup Properties Inc.
+0.62%
+$2,201.22 
JNJ Johnson & Johnson
+0.62%
+$16,838.71 
SUI Sun Communities Inc.
+0.61%
+$9,691.05 
TMO Thermo Fisher Scientific Inc.
+0.6%
+$30,475.82 
AMZN Amazon.com Inc
+0.6%
+$138,470.21 
USB U.S. Bancorp
+0.6%
+$4,383.35 
BRK-B Berkshire Hathaway Inc.
+0.6%
+$57,229.32 
IWR iShares Russell Mid-Cap ETF
+0.59%
+$2,476.5 
JPM JPMorgan Chase & Co.
+0.57%
+$89,066.68 
MWA Mueller Water Products Inc.
+0.57%
+$14,220.12 
PWR Quanta Services Inc.
+0.57%
+$14,700.74 
WMT Walmart Inc.
+0.55%
+$28,354.04 
VO Vanguard Mid-Cap ETF
+0.54%
+$3,542.34 
LMT Lockheed Martin Corporation
+0.52%
+$3,668.5 
JEPI JPMorgan Equity Premium Income Fund
+0.5%
+$55,695.36 
RYAN Ryan Specialty Holdings Inc.
+0.5%
+$2,761.8 
RPM RPM International Inc.
+0.47%
+$3,051.18 
SO The Southern Company
+0.46%
+$18,543.28 
TTEK Tetra Tech, Inc.
+0.46%
+$3,107.45 
FLR Fluor Corporation
+0.46%
+$3,474.5 
CHD Church & Dwight Co., Inc.
+0.45%
+$12,448.93 
TT Trane Technologies plc
+0.42%
+$917.68 
CHWY Chewy Inc.
+0.41%
+$5,422.06 
PB Prosperity Bancshares Inc.
+0.41%
+$3,193.74 
CSCO Cisco Systems, Inc.
+0.39%
+$7,845.78 
IJH iShares Core S&P Mid-Cap ETF
+0.39%
+$5,543.82 
IJR iShares Core S&P Small-Cap ETF
+0.39%
+$3,267.6 
STT State Street Corp
+0.38%
+$4,172 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.38%
+$1,118.96 
MGV Vanguard Mega Cap Value ETF
+0.37%
+$3,908.3 
AAPL Apple Inc.
+0.37%
+$162,364.21 
WFC Wells Fargo & Company
+0.36%
+$15,936.79 
CUZ Cousins Properties Incorporated
+0.35%
+$952.1 
ABBV AbbVie Inc.
+0.35%
+$21,435.95 
FR First Industrial Realty Trust Inc.
+0.34%
+$7,062.93 
IDA Idacorp Inc.
+0.33%
+$3,484.36 
CCI Crown Castle Inc.
+0.33%
+$2,302.1 
ATR AptarGroup, Inc.
+0.3%
+$865.26 
AVGO Broadcom Inc.
+0.3%
+$44,509.37 
TSCO Tractor Supply Company
+0.29%
+$1,633.9 
CRM Salesforce Inc
+0.29%
+$4,695.68 
AMT American Tower Corporation
+0.28%
+$846.23 
RTX RTX Corporation
+0.27%
+$18,378.28 
VTV Vanguard Value ETF
+0.27%
+$2,953.2 
PCT PureCycle Technologies, Inc.
+0.26%
+$2,542.05 
BKNG Booking Holdings Inc.
+0.25%
+$6,096.77 
FELE Franklin Electric Co., Inc.
+0.24%
+$1,723.62 
CLH Clean Harbors Inc.
+0.24%
+$675.01 
BCPC Balchem Corporation
+0.24%
+$6,658.04 
FAF First American Financial Corporation
+0.23%
+$6,084 
NDAQ Nasdaq, Inc.
+0.23%
+$1,736.98 
BAC Bank of America Corporation
+0.23%
+$668.07 
TRV The Travelers Companies, Inc.
+0.21%
+$3,729.96 
NTRS Northern Trust Corporation
+0.2%
+$1,213.56 
ECL Ecolab Inc.
+0.19%
+$1,620.07 
IBM International Business Machines Corporation
+0.16%
+$319.68 
ADC Agree Realty Corporation
+0.15%
+$485.39 
BLK BlackRock, Inc.
+0.14%
+$5,415.37 
AUB Atlantic Union Bankshares Corporation
+0.13%
+$556.7 
NIC Nicolet Bankshares Inc.
+0.12%
+$2,775.1 
CAVA Cava Group Inc.
+0.12%
+$272.88 
DG Dollar General Corporation
+0.11%
+$2,195.13 
ITGR Integer Holdings Corporation
+0.1%
+$480.09 
PBR Petrobras S.A. Sponsored ADR
+0.1%
+$235.04 
UTHR United Therapeutics Corporation
+0.1%
+$2,321.8 
DGX Quest Diagnostics Inc.
+0.09%
+$1,909.11 
XEL Xcel Energy Inc.
+0.08%
+$976.8 
ABT Abbott Laboratories
+0.07%
+$1,566.88 
CPT Camden Property Trust
+0.05%
+$242.65 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.04%
+$651.92 
CSL Carlisle Companies Inc.
+0.01%
+$47.31 
VYM Vanguard High Dividend Yield ETF
0%
+$0.03 
NOG Northern Oil and Gas Inc.
-4.63%
-$15,190.19 
UPS United Parcel Service, Inc.
-3.52%
-$11,708.94 
PR Permian Resources Corporation
-3.05%
-$18,178.42 
COP ConocoPhillips
-3.03%
-$76,756 
DVN Devon Energy Corporation
-2.79%
-$9,506.68 
UNP Union Pacific Corporation
-2.72%
-$37,736.01 
XOM Exxon Mobil Corporation
-2.67%
-$168,017.38 
EOG EOG Resources, Inc.
-2.41%
-$84,962.95 
MPC Marathon Petroleum Corporation
-2.35%
-$11,744.67 
CSX CSX Corporation
-2.3%
-$108,155.86 
TYL Tyler Technologies Inc.
-2.2%
-$6,612.7 
FICO Fair Isaac Corporation
-2.16%
-$21,515.84 
PSX Phillips 66
-2.12%
-$79,619.5 
FANG Diamondback Energy Inc
-2.03%
-$44,267.67 
CLF Cleveland-Cliffs Inc.
-1.96%
-$13,167.26 
CVX Chevron Corporation
-1.89%
-$74,477.06 
MANH Manhattan Associates Inc.
-1.73%
-$8,297.24 
DORM Dorman Products, Inc.
-1.67%
-$7,982.52 
ORLY O'Reilly Automotive Inc.
-1.58%
-$46,905.36 
SBUX Starbucks Corporation
-1.51%
-$9,240.85 
PAYX Paychex Inc.
-1.42%
-$6,053.85 
ROP Roper Technologies Inc.
-1.16%
-$2,629.59 
HUM Humana Inc.
-1.16%
-$11,595.18 
TMUS T-Mobile US, Inc.
-1.12%
-$24,996.48 
CP Canadian Pacific Kansas City Limited
-1.09%
-$5,087.28 
ZBH Zimmer Biomet Holdings, Inc.
-1.09%
-$12,460.24 
RS Reliance Inc.
-1.07%
-$30,687.72 
CON Concentra Group Holdings Inc.
-0.99%
-$4,860.45 
TXRH Texas Roadhouse Inc.
-0.88%
-$16,652.16 
HD The Home Depot, Inc.
-0.86%
-$27,039.08 
PM Philip Morris International Inc.
-0.85%
-$9,235.17 
AMN Amn Healthcare Services Inc.
-0.85%
-$3,522.34 
WM Waste Management, Inc.
-0.84%
-$28,205.11 
ADP Automatic Data Processing Inc.
-0.79%
-$2,556.35 
HSY The Hershey Company
-0.75%
-$2,108.18 
LOW Lowe's Companies Inc.
-0.74%
-$1,587.57 
ENOV Enovis Corporation
-0.72%
-$1,536.22 
PEP PepsiCo, Inc.
-0.71%
-$28,343.36 
DIOD Diodes Inc.
-0.7%
-$4,191.85 
MDLZ Mondelez International, Inc.
-0.69%
-$9,110.22 
PTC PTC Inc.
-0.66%
-$9,697.44 
LIVN LivaNova PLC
-0.61%
-$18,866.7 
LIN Linde plc
-0.61%
-$20,078.73 
BSX Boston Scientific Corporation
-0.6%
-$1,718.08 
GPC Genuine Parts Company
-0.59%
-$2,115.85 
UNH UnitedHealth Group Incorporated
-0.56%
-$1,252.43 
ICFI ICF International Inc.
-0.56%
-$2,228.16 
J Jacobs Solutions Inc.
-0.56%
-$6,437.51 
CAG Conagra Brands Inc.
-0.56%
-$2,775.28 
WH Wyndham Hotels & Resorts, Inc.
-0.54%
-$1,550.29 
NSSC Napco Security Technologies, Inc.
-0.51%
-$7,344.13 
AVT Avnet Inc.
-0.5%
-$15,085.92 
LNT Alliant Energy Corporation
-0.47%
-$1,801.41 
BR Broadridge Financial Solutions, Inc.
-0.46%
-$9,577.72 
KO The Coca-Cola Company
-0.45%
-$18,828.47 
NEE NextEra Energy, Inc.
-0.45%
-$25,380 
ATO Atmos Energy Corporation
-0.43%
-$9,500.61 
POWI Power Integrations Inc.
-0.4%
-$1,275.6 
MDT Medtronic plc
-0.39%
-$3,661.56 
CI The Cigna Group
-0.37%
-$3,284.1 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.36%
-$52,839.14 
RVTY Revvity Inc.
-0.36%
-$2,802.45 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
-0.34%
-$55,420.2 
TGT Target Corporation
-0.32%
-$1,859.5 
CFR Cullen/Frost Bankers Inc.
-0.3%
-$3,904.32 
SBCF Seacoast Banking Corporation of Florida
-0.3%
-$1,339.7 
CASY Casey's General Stores Inc.
-0.28%
-$1,037.31 
MA Mastercard Incorporated
-0.28%
-$18,065.87 
ICE Intercontinental Exchange, Inc.
-0.24%
-$3,360.71 
MCO Moody's Corporation
-0.22%
-$6,029.62 
V Visa Inc. Class A
-0.22%
-$4,504.53 
CME CME Group Inc.
-0.21%
-$7,056.75 
BRK-A Berkshire Hathaway Inc.
-0.19%
-$21,473.4 
MSFT Microsoft Corp.
-0.18%
-$53,565.54 
PG Procter & Gamble Co
-0.16%
-$2,427.42 
SF Stifel Financial Corp.
-0.13%
-$859.8 
PPI ASTORIA REAL ASSETS ETF
-0.12%
-$5,482 
HOMB Home BancShares Inc.
-0.12%
-$484.93 
CB Chubb Limited
-0.11%
-$3,823.28 
CTAS Cintas Corporation
-0.11%
-$3,282.93 
VZ Verizon Communications Inc.
-0.1%
-$1,112.65 
COST Costco Wholesale Corporation
-0.09%
-$5,282.1 
EXLS ExlService Holdings Inc.
-0.09%
-$422.79 
SYK Stryker Corporation
-0.06%
-$166.6 
EVRG Evergy Inc.
-0.05%
-$152.16 
MCD McDonald's Corporation
-0.04%
-$149.28 
EW Edwards Lifesciences Corporation
-0.03%
-$1,135.62 
BNY BlackRock New York Municipal Income Trust
-0.03%
-$1,027.53 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2887 | Longs Won 1899/2887 65% | Profit Factor 5.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $428,877.58 |
| Average Win $156,105.89 | Best Trade (Sep 03) $9.76M | Sharpe Ratio -10.78 |
| Average Loss -$55,357.56 | Worst Trade (Aug 02) -$2.76M | Z-Score 9.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $83,738.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 4,511 | $347,454.25 | $349,647.61 | - | $2,193.36 | 0.63% | +0.977% |
| AAPL Apple Inc. | 131,469 | $25.24M | $44.35M | - | $19.12M | 75.76% | +0.367% |
| ABBV AbbVie Inc. | 23,174 | $4.52M | $6.14M | - | $1.61M | 35.66% | +0.35% |
| ABT Abbott Laboratories | 22,384 | $2.46M | $2.3M | - | -$157,720.67 | -6.42% | +0.068% |
| ACN Accenture plc Class A | 8,663 | $2.7M | $1.62M | - | -$1.08M | -40.02% | +2.984% |
| ADC Agree Realty Corporation | 4,854 | $372,726.77 | $330,800.1 | - | -$41,926.67 | -11.25% | +0.147% |
| ADP Automatic Data Processing Inc. | 1,189 | $284,749.45 | $319,924.23 | - | $35,174.78 | 12.35% | -0.793% |
| AIR AAR Corp. | 3,043 | $434,935.96 | $350,158.01 | - | -$84,777.95 | -19.49% | +2.04% |
| AMAT Applied Materials, Inc. | 7,949 | $5.13M | $3.66M | - | -$1.47M | -28.69% | +3.503% |
| AMD Advanced Micro Devices, Inc. | 15,149 | $6.67M | $9.26M | - | $2.59M | 38.81% | +9.211% |
| AME Ametek Inc. | 17,351 | $2.88M | $4.17M | - | $1.29M | 44.61% | +1.073% |
| AMGN Amgen Inc. | 15,261 | $4.61M | $5.98M | - | $1.37M | 29.74% | +1.574% |
| AMN Amn Healthcare Services Inc. | 12,146 | $496,670.56 | $412,599.62 | - | -$84,070.94 | -16.93% | -0.846% |
| AMT American Tower Corporation | 1,727 | $338,521.04 | $301,309.69 | - | -$37,211.35 | -10.99% | +0.282% |
| AMTM Amentum Holdings, Inc. | 43,079 | $946,028.87 | $851,456.43 | - | -$94,572.44 | -10% | +0.842% |
| AMZN Amazon.com Inc | 90,504 | $14.16M | $23.1M | - | $8.94M | 63.11% | +0.603% |
| ANET Arista Networks, Inc. | 25,781 | $2.83M | $5.23M | - | $2.39M | 84.34% | +1.65% |
| APH Amphenol Corporation | 94,900 | $1.6M | $7.63M | - | $6.04M | 378.23% | +3.688% |
| AS Amer Sports, Inc. | 44,792 | $1.49M | $1.21M | - | -$285,101.08 | -19.11% | +0.767% |
| ASML ASML Holding N.V. New York Registry Shares | 106 | $210,880.63 | $179,835.36 | - | -$31,045.27 | -14.72% | +0.991% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Albert Moore?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.45M, Apple Inc - $5.53M, MasTec, Inc. Common Stock - $4.45M, JPMorgan Chase & Co - $4.25M, and Alphabet Inc - $4.18M. 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: Lamb Weston Holdings, Inc - $1.86M, Adobe Inc - $1.78M, Robert Half Inc - $1.65M, Zoetis Inc - $1.4M, and Amn Healthcare Services Inc - $1.34M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Albert Moore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.62M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.51M, Dimensional International Core Equity Market ETF - $2.14M, JPMorgan Chase & Co - $898,705.35, Microsoft Corp - $781,195.33, and Verizon Communications Inc - $619,263.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Albert Moore's monthly returns?
Albert Moore's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Albert Moore's strategy be considered aggressive or moderate?
Albert Moore'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 Albert Moore's strategy?
Albert Moore's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
