Scott Arwin Portfolio
Invests via Ring Mountain Capital LLC | Managed by Scott Arwin
Invests via Ring Mountain Capital LLC
Managed by Scott Arwin
Automatically Tracked
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
Investment Philosophy & Strategy
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
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:
21.55%
Gain +0.08%
Monthly
0.98%
Yearly
12.43%
Drawdown
24.27%
$233.28M
Equity
Holdings
$233.28M
Investment
$193.54M
$38.74M
Profit +$197,134.42
Realized
-$1M
Unrealized
$39.74M
Dividends
$2.02M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$197,134.42
Win %
68%
This Week
Compared To Last Week
Gain
0.09%
Profit
$197,134.42
Win %
68%
This Month
Compared to last month
Gain
3.96%
Profit
$8.88M
Win %
68%
This Year
Compared to last year
Gain
-1.38%
Profit
-$3.28M
Win %
63%
BLDR Builders FirstSource, Inc.
+4.33%
+$11,032.32 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$4,349.07 
GLW Corning Incorporated
+0.91%
+$1,861.87 
META Meta Platforms Inc Class A
+0.71%
+$77,658.37 
TSLA Tesla, Inc.
+0.58%
+$24,040.08 
PM Philip Morris International Inc.
+0.12%
+$331.32 
ABBV AbbVie Inc.
0%
$0 
AGX Argan Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.19 
BAC Bank of America Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
COHR Coherent Corp.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
GE General Electric Company
0%
-$0.01 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.01 
IBM International Business Machines Corporation
0%
$0 
IREN IREN Limited
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LRCX Lam Research Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.05 
MU Micron Technology, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
POWL Powell Industries Inc.
0%
$0 
PROF Profound Medical Corp.
0%
$0 
RCAT Red Cat Holdings, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RRR Red Rock Resorts Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
TER Teradyne, Inc.
0%
-$0.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VST Vistra Corp
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.09 
WM Waste Management, Inc.
0%
-$0.03 
WMT Walmart Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
-$0.01 
XOM Exxon Mobil Corporation
0%
+$0.03 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.02 
DVY iShares Select Dividend ETF
0%
-$0.02 
IGM iShares Expanded Tech Sector ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWM iShares Russell 2000 ETF
0%
-$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.01 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.02 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.05 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$1.1 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.04 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XHB SPDR S&P Homebuilders ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.56 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.02 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 G200
G2004J103
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$442,716.64 
ORCL Oracle Corporation
-3.69%
-$8,889.72 
AMZN Amazon.com Inc
-2.09%
-$213,704.43 
AAPL Apple Inc.
-1.09%
-$279,909.25 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$3,276.68 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$5,073.44 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.05%
-$1,578.72 
CIEN Ciena Corporation
-0.04%
-$292.08 
RKLB Rocket Lab Corporation
-0.04%
-$101.4 
NVDA NVIDIA Corporation
-0.02%
-$3,101.45 Events
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Dividends
Dividend Analysis
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| Trades 548 | Longs Won 292/548 53% | Profit Factor 2.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $584,815.57 |
| Average Win $169,240.2 | Best Trade (Aug 14) $8.83M | Sharpe Ratio -10.53 |
| Average Loss -$95,058.39 | Worst Trade (Aug 19) -$3.45M | Z-Score 0.23 (18.22%) |
| Commissions $0 | Avg. Trade Length 5m 3w 2d | Expectancy $70,690.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,457 | 2,211 | 1,966 | 1,720 | 1,474 | 1,229 | 983 | 737 | 491 | 246 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 83,555 | $21.46M | $25.48M | - | $4.02M | 18.73% | -1.087% |
| ABBV AbbVie Inc. | 1,878 | $434,980.37 | $465,687.66 | - | $30,707.29 | 7.06% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,165 | $216,228.64 | $210,524.6 | - | -$5,704.04 | -2.64% | 0.0 |
| AGX Argan Inc. | 2,795 | $765,938.59 | $1.62M | - | $858,683.14 | 112.11% | 0.0 |
| AMAT Applied Materials, Inc. | 2,443 | $536,698.99 | $1.28M | - | $738,840.17 | 137.66% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 8,979 | $1.46M | $4.22M | - | $2.75M | 188.52% | 0.0 |
| AMGN Amgen Inc. | 646 | $213,724.24 | $269,511.2 | - | $55,786.96 | 26.1% | 0.0 |
| AMZN Amazon.com Inc | 36,719 | $8.08M | $10M | - | $1.92M | 23.74% | -2.093% |
| AVGO Broadcom Inc. | 19,113 | $6.33M | $8.07M | - | $1.74M | 27.54% | 0.0 |
| BAC Bank of America Corporation | 6,616 | $341,208.21 | $422,497.76 | - | $81,289.55 | 23.82% | 0.0 |
| BLDR Builders FirstSource, Inc. | 3,536 | $429,166.62 | $265,553.6 | - | -$163,613.02 | -38.12% | +4.335% |
| BRK-B Berkshire Hathaway Inc. | 3,806 | $1.91M | $2.01M | - | $103,237.61 | 5.4% | 0.0 |
| CAT Caterpillar Inc. | 949 | $456,866.63 | $794,863.42 | - | $337,996.79 | 73.98% | 0.0 |
| CIEN Ciena Corporation | 1,718 | $299,970.88 | $665,776.54 | - | $365,805.66 | 121.95% | -0.044% |
| COHR Coherent Corp. | 688 | $271,395 | $223,703.19 | - | -$47,691.81 | -17.57% | 0.0 |
| COST Costco Wholesale Corporation | 490 | $453,732.09 | $466,847.5 | - | $13,115.41 | 2.89% | 0.0 |
| CRDO Credo Technology Group Holding Ltd. | 968 | $263,248 | $232,257.08 | - | -$30,990.92 | -11.77% | 0.0 |
| CRWV CoreWeave, Inc. | 2,558 | $254,623 | $225,590.02 | - | -$29,032.98 | -11.4% | 0.0 |
| CSCO Cisco Systems, Inc. | 2,178 | $255,814 | $266,957.46 | - | $11,143.46 | 4.36% | 0.0 |
| DGRO iShares Core Dividend Growth ETF | 52,200 | $3.56M | $4.16M | - | $598,957.04 | 16.84% | 0.0 |
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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 Scott Arwin?
The largest contributions to the portfolio's profits come from the following stocks: Uber Technologies, Inc - $617,792.85, JPMorgan Nasdaq Equity Premium Income ETF - $264,730.6, Energy Select Sector SPDR Fund - $263,805.1, JPMorgan Equity Premium Income Fund - $241,027.25, and Berkshire Hathaway Inc - $240,119.87. 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: Apple Inc - $1.98M, NVIDIA Corporation - $1.93M, Tesla, Inc - $1.08M, Broadcom Inc - $1.07M, and Marvell Technology, Inc - $1.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Arwin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.02M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $410,715.35, JPMorgan Equity Premium Income Fund - $253,035.42, Apple Inc - $122,272.75, Microsoft Corp - $105,055.83, and iShares Core Dividend Growth ETF - $89,796.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Arwin's monthly returns?
Scott Arwin'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 Scott Arwin's strategy be considered aggressive or moderate?
Scott Arwin'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 Scott Arwin's strategy?
Scott Arwin'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.
