Arthur Mallet Portfolio
Invests via Regency Capital Management Inc.\DE | Managed by Neil Rose
Invests via Regency Capital Management Inc.\DE
Managed by Neil Rose
Automatically Tracked
Arthur Mallet Profile
Arthur Mallet is a distinguished operating executive known for his extensive experience in leading high-growth companies across multiple sectors. With a strong foundation in technology and consumer goods, he has played pivotal roles in scaling businesses through innovative operational strategies and strategic partnerships. His leadership has consistently driven profitability and market expansion, establishing him as a respected figure within entrepreneurial circles. A graduate of prestigious institutions, he combines academic rigor with hands-on expertise to guide organizations through transformative phases, positioning them for long-term success.
Arthur Mallet is a distinguished operating executive known for his extensive experience in leading high-growth companies across multiple sectors. With a strong foundation in technology and consumer goods, he has played pivotal roles in scaling businesses through innovative operational strategies and strategic partnerships. His leadership has consistently driven profitability and market expansion, establishing him as a respected figure within entrepreneurial circles. A graduate of prestigious institutions, he combines academic rigor with hands-on expertise to guide organizations through transformative phases, positioning them for long-term success.
Investment Philosophy & Strategy
Market dynamics shape investment perspectives as Arthur Mallet emphasizes leveraging operational expertise to unlock value in targeted ventures. His approach integrates a focus on scalable innovations and strategic partnerships, promoting sustainable growth within diverse sectors. By combining thorough market analysis with practical insights, he adeptly identifies transformative opportunities that lead to competitive advantages. This entrepreneurial mindset prioritizes agility and adaptability, allowing for responsive strategies tailored to evolving industry landscapes. With an emphasis on building strong organizational foundations, his investment philosophy centers around driving long-term success while mitigating risks through informed decision-making.
Market dynamics shape investment perspectives as Arthur Mallet emphasizes leveraging operational expertise to unlock value in targeted ventures. His approach integrates a focus on scalable innovations and strategic partnerships, promoting sustainable growth within diverse sectors. By combining thorough market analysis with practical insights, he adeptly identifies transformative opportunities that lead to competitive advantages. This entrepreneurial mindset prioritizes agility and adaptability, allowing for responsive strategies tailored to evolving industry landscapes. With an emphasis on building strong organizational foundations, his investment philosophy centers around driving long-term success while mitigating risks through informed decision-making.
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:
80.34%
Gain +0.07%
Monthly
1.17%
Yearly
15.01%
Drawdown
15.18%
$236.27M
Equity
Holdings
$236.27M
Investment
$173.91M
$89.97M
Profit +$81,603.7
Realized
$27.61M
Unrealized
$62.36M
Dividends
$9.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$81,603.7
Win %
76%
This Week
Compared To Last Week
Gain
0.04%
Profit
$93,608.41
Win %
76%
This Month
Compared to last month
Gain
-1.11%
Profit
-$2.65M
Win %
76%
This Year
Compared to last year
Gain
6.71%
Profit
$14.86M
Win %
79%
CLS Celestica Inc.
+3.16%
+$33,903.15 
GOOG Alphabet Inc
+2.41%
+$33,567 
GOOGL Alphabet Inc
+2.3%
+$76,743.52 
ZNTL Zentalis Pharmaceuticals, Inc.
+2.06%
+$3,097.5 
AMZN Amazon.com Inc
+2.01%
+$86,294.11 
MSFT Microsoft Corp.
+2%
+$92,606.17 
GEV GE Vernova Inc.
+1.62%
+$5,157.01 
SMH VanEck Semiconductor ETF
+1.38%
+$30,526.6 
WMB The Williams Companies, Inc.
+1.36%
+$4,477.5 
PSLV Sprott Physical Silver Trust
+1.3%
+$52,823.3 
LNG Cheniere Energy Inc.
+1.07%
+$27,187.27 
XOM Exxon Mobil Corporation
+1%
+$3,842.08 
EOG EOG Resources, Inc.
+0.99%
+$31,527.98 
XLE Energy Select Sector SPDR Fund
+0.99%
+$85,301.64 
COPX Global X Copper Miners ETF
+0.94%
+$10,922.7 
WTM White Mountains Insurance Group Ltd.
+0.86%
+$29,318.5 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$2,537.54 
COPP Sprott Copper Miners ETF
+0.81%
+$19,023.42 
NVDA NVIDIA Corporation
+0.6%
+$54,005.74 
MKL Markel Group Inc.
+0.6%
+$78,337.25 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.5%
+$12,112.72 
ALLE Allegion plc
+0.48%
+$28,042.74 
APH Amphenol Corporation
+0.46%
+$51,120.3 
VPL Vanguard FTSE Pacific ETF
+0.46%
+$36,212.5 
EQNR Equinor ASA Sponsored ADR
+0.46%
+$2,403.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$3,747.93 
IVV iShares Core S&P 500 ETF
+0.24%
+$2,994.89 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$4,421.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$6,061.73 
CB Chubb Limited
+0.2%
+$23,404.32 
HUBB Hubbell Inc.
+0.2%
+$14,304.08 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$14,107.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$38.34 
NTCXF Natcore Technology Inc.
0%
$0 
IRD Opus Genetics Inc.
-5.2%
-$11,560 
AAPL Apple Inc.
-2.84%
-$300,585.94 
AURA Aura Biosciences Inc.
-2.14%
-$79,554.75 
FAST Fastenal Co.
-2.08%
-$83,316.87 
TSLA Tesla, Inc.
-2.07%
-$13,105.29 
HD The Home Depot, Inc.
-1.61%
-$56,347.55 
WCC Wesco International Inc.
-1.5%
-$74,695.44 
ADBE Adobe Inc.
-1.45%
-$11,040 
NVR NVR, Inc.
-1.12%
-$12,500.96 
TYL Tyler Technologies Inc.
-1.06%
-$27,339.4 
BMI Badger Meter Inc.
-0.88%
-$25,961.58 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$35,074.62 
COST Costco Wholesale Corporation
-0.46%
-$59,727.64 
CPRT Copart Inc.
-0.38%
-$1,849.05 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$1,399.86 
TMDX TransMedics Group Inc.
-0.34%
-$5,516.11 
GOVT iShares U.S. Treasury Bond ETF
-0.33%
-$6,843.75 
IWN iShares Russell 2000 Value ETF
-0.31%
-$1,380 
MATX Matson Inc.
-0.31%
-$1,326 
CRS Carpenter Technology Corporation
-0.28%
-$9,120.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$18,209.38 
AME Ametek Inc.
-0.22%
-$18,227.76 
PANW Palo Alto Networks, Inc.
-0.12%
-$9,280.69 
IAU iShares Gold Trust
-0.1%
-$13,778.84 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$326.7 
IWR iShares Russell Mid-Cap ETF
-0.01%
-$20 Events
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Dividends
Dividend Analysis
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| Trades 1242 | Longs Won 665/1242 53% | Profit Factor 5.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,103.73 |
| Average Win $168,677.19 | Best Trade (Jul 20) $4.41M | Sharpe Ratio -53.19 |
| Average Loss -$38,469.9 | Worst Trade (Jun 30) -$1.45M | Z-Score -9.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $72,442.19 |
| 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 | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
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 Arthur Mallet?
The largest contributions to the portfolio's profits come from the following stocks: CRH plc - $4.12M, Costco Wholesale Corporation - $4.09M, Amphenol Corporation - $3.64M, Shell plc - $3.26M, and Berkshire Hathaway Inc - $2.32M. 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: Twilio Inc - $2.35M, Aura Biosciences Inc - $2.03M, Amazon.com Inc - $1.44M, T. Rowe Price Group, Inc - $699,465.05, and iShares Core U.S. Aggregate Bond ETF - $635,767.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Arthur Mallet's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.33M earned over time. The largest contributors to dividend income include Shell plc - $989,584.58, Alexander & Baldwin Inc - $734,491.58, Costco Wholesale Corporation - $642,570.07, Alerian MLP ETF - $367,087.81, and Chubb Limited - $345,327.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Arthur Mallet's monthly returns?
Arthur Mallet's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Arthur Mallet's strategy be considered aggressive or moderate?
Arthur Mallet's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Arthur Mallet's strategy?
Arthur Mallet's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
