Dennis Wallace Portfolio
Invests via Fortune Financial Advisors LLC | Managed by Dennis Wallace, Lawrence Hamtil
Invests via Fortune Financial Advisors LLC
Managed by Dennis Wallace, Lawrence Hamtil
Automatically Tracked
Dennis Wallace Profile
With extensive experience in the financial sector, Dennis Wallace has established himself as a dynamic investor-operator. His career has encompassed roles at various investment firms, where he developed an acute understanding of market trends and strategic initiatives. Known for driving operational efficiency and identifying growth opportunities, he consistently leverages his insights to optimize investments. Moreover, his involvement in several high-stakes deals demonstrates a keen ability to navigate complex negotiations and enhance portfolio performance. Wallace's leadership within teams emphasizes collaboration and innovative thinking, making him a respected figure among peers in the capital markets arena.
With extensive experience in the financial sector, Dennis Wallace has established himself as a dynamic investor-operator. His career has encompassed roles at various investment firms, where he developed an acute understanding of market trends and strategic initiatives. Known for driving operational efficiency and identifying growth opportunities, he consistently leverages his insights to optimize investments. Moreover, his involvement in several high-stakes deals demonstrates a keen ability to navigate complex negotiations and enhance portfolio performance. Wallace's leadership within teams emphasizes collaboration and innovative thinking, making him a respected figure among peers in the capital markets arena.
Investment Philosophy & Strategy
Dennis Wallace approaches investment with an entrepreneurial lens, blending operational expertise and market insights to seize unique opportunities. His focus on leveraging strategic partnerships drives targeted growth while maximizing resource efficiency. By cultivating collaborative environments, he encourages innovative solutions within teams, positioning investments for sustainable success. This adaptability to changing market dynamics reflects a commitment to refining business models that align with emerging trends. The emphasis on transformative strategies enables him to identify ventures poised for significant returns.
Dennis Wallace approaches investment with an entrepreneurial lens, blending operational expertise and market insights to seize unique opportunities. His focus on leveraging strategic partnerships drives targeted growth while maximizing resource efficiency. By cultivating collaborative environments, he encourages innovative solutions within teams, positioning investments for sustainable success. This adaptability to changing market dynamics reflects a commitment to refining business models that align with emerging trends. The emphasis on transformative strategies enables him to identify ventures poised for significant returns.
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:
46.41%
Gain +0.17%
Monthly
1.09%
Yearly
13.89%
Drawdown
9.66%
$230.21M
Equity
Holdings
$230.21M
Investment
$180.18M
$61.46M
Profit +$164,204.29
Realized
$11.42M
Unrealized
$50.04M
Dividends
$7.7M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$164,204.29
Win %
63%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.11M
Win %
63%
This Month
Compared to last month
Gain
-1.51%
Profit
-$3.53M
Win %
63%
This Year
Compared to last year
Gain
-1.59%
Profit
-$3.71M
Win %
63%
TPL Texas Pacific Land Corporation
+3.39%
+$50,629.92 
GM General Motors Company
+3.28%
+$14,616 
AVGO Broadcom Inc.
+2.67%
+$124,854.1 
NOC Northrop Grumman Corporation
+2.54%
+$73,510.52 
NVDA NVIDIA Corporation
+2.3%
+$181,203.14 
URI United Rentals, Inc.
+2.12%
+$4,260.96 
CARR Carrier Global Corporation
+2.11%
+$10,579.23 
FDX FedEx Corporation
+1.85%
+$8,453.5 
STX Seagate Technology Holdings plc
+1.82%
+$55,643.33 
TKR Timken Co.
+1.82%
+$12,776.5 
AWK American Water Works Company, Inc.
+1.75%
+$10,952.6 
TTE TotalEnergies SE
+1.65%
+$4,340.1 
AMD Advanced Micro Devices, Inc.
+1.45%
+$34,815.34 
LMT Lockheed Martin Corporation
+1.43%
+$29,647.08 
WM Waste Management, Inc.
+1.37%
+$4,659.21 
FSLR First Solar, Inc.
+1.36%
+$6,533.24 
MNST Monster Beverage Corporation
+1.28%
+$39,487.14 
GS The Goldman Sachs Group, Inc.
+1.16%
+$15,736.73 
CR Crane NXT Co.
+1.14%
+$7,330.96 
COP ConocoPhillips
+1.1%
+$9,466.02 
ETN Eaton Corporation plc
+0.98%
+$12,723.45 
ABT Abbott Laboratories
+0.9%
+$16,726.5 
JPM JPMorgan Chase & Co.
+0.86%
+$34,240.09 
RTX RTX Corporation
+0.62%
+$7,463.28 
STM STMicroelectronics N.V.
+0.52%
+$3,995 
TDY Teledyne Technologies Incorporated
+0.47%
+$3,518.32 
KO The Coca-Cola Company
+0.28%
+$760.61 
YUM Yum! Brands, Inc.
+0.27%
+$506 
RY Royal Bank of Canada
+0.27%
+$2,166 
CMI Cummins Inc.
+0.04%
+$269.09 
CSCO Cisco Systems, Inc.
+0.03%
+$113.28 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$96.25 
FITB Fifth Third Bancorp
+0.02%
+$96 
PG Procter & Gamble Co
+0.01%
+$56.29 
MRK Merck & Co., Inc.
+0.01%
+$25.35 
UITB VictoryShares Core Intermediate Bond ETF
0%
+$1.44 
ADBE Adobe Inc.
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
0%
+$0.06 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
+$0.02 
BAH Booz Allen Hamilton Holding Corporation
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BB BlackBerry Ltd.
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
CHE Chemed Corporation
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CVX Chevron Corporation
0%
-$0.07 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
EAT Brinker International Inc.
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
ENS EnerSys
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNV Franco-Nevada Corporation
0%
+$0.08 
GE General Electric Company
0%
-$0.01 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRMN Garmin Ltd.
0%
+$0.66 
HEI Heico Corporation
0%
+$0.02 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HWKN Hawkins Inc.
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.01 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
KLAC KLA Corporation
0%
$0 
LIN Linde plc
0%
$0 
MA Mastercard Incorporated
0%
+$0.07 
MLM Martin Marietta Materials, Inc.
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.07 
MUSA Murphy USA Inc.
0%
+$0.07 
NBIS Nebius Group N.V.
0%
$0 
NRG NRG Energy, Inc.
0%
-$0.03 
OKE ONEOK, Inc.
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
PM Philip Morris International Inc.
0%
$0 
POWL Powell Industries Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RBIL U.S. Treasury Ultra Short TIPs Fund
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.12 
SBAC SBA Communications Corporation
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TRMB Trimble Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TYL Tyler Technologies Inc.
0%
+$0.01 
UNP Union Pacific Corporation
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
+$0.1 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
AXON Axon Enterprise, Inc.
-3.85%
-$28,673.77 
NOK Nokia Corporation Sponsored ADR
-3.29%
-$15,750 
INTC Intel Corporation
-2.68%
-$11,062.47 
META Meta Platforms Inc Class A
-2.58%
-$79,173.12 
AMAT Applied Materials, Inc.
-1.88%
-$115,250.35 
NEU NewMarket Corporation
-1.72%
-$4,478.94 
GOOGL Alphabet Inc
-1.46%
-$108,501.37 
UNH UnitedHealth Group Incorporated
-1.16%
-$2,671.21 
MO Altria Group, Inc.
-1.12%
-$41,457.56 
ELV Elevance Health, Inc.
-1.11%
-$2,427.3 
ABBV AbbVie Inc.
-1.09%
-$7,117.63 
AMZN Amazon.com Inc
-1.09%
-$36,117.9 
LLY Eli Lilly and Company
-1.05%
-$21,625.65 
MTD Mettler-Toledo International Inc.
-0.94%
-$2,552.17 
TDG TransDigm Group Inc.
-0.9%
-$2,168.79 
BKNG Booking Holdings Inc.
-0.86%
-$5,620.96 
V Visa Inc. Class A
-0.68%
-$18,787.28 
CGNX Cognex Corporation
-0.64%
-$1,200 
AXP American Express Company
-0.58%
-$5,520.68 
AAPL Apple Inc.
-0.56%
-$37,011.1 
STE STERIS plc
-0.56%
-$11,967.56 
VUG Vanguard Growth ETF
-0.52%
-$1,724.4 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$3,294.17 
PSX Phillips 66
-0.41%
-$2,167.2 
MGM MGM Resorts International
-0.39%
-$1,422 
UHS Universal Health Services, Inc.
-0.38%
-$969 
DIS The Walt Disney Company
-0.28%
-$581.31 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$632.6 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$487.89 
APH Amphenol Corporation
-0.19%
-$8,907.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$363.36 
MCD McDonald's Corporation
-0.13%
-$1,171.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$426.48 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$1,766.16 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.02%
-$58.83 
TOL Toll Brothers Inc
-0.01%
-$40 Events
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Dividends
Dividend Analysis
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| Trades 1318 | Longs Won 852/1318 64% | Profit Factor 9.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $243,817.83 |
| Average Win $80,185.42 | Best Trade (Jul 23) $3.97M | Sharpe Ratio -11.76 |
| Average Loss -$14,719.55 | Worst Trade (Sep 29) -$762,737.15 | Z-Score 1.51 (86.86%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $46,630.25 |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Dennis Wallace?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $1.54M, Applied Materials, Inc - $1.26M, Microsoft Corp - $1.23M, Apollo Global Management, Inc - $1.22M, and Procter & Gamble Co - $969,693.9. 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: Fortinet Inc - $792,368.8, Novo Nordisk A/S Sponsored ADR - $770,065.8, Charles River Laboratories International, Inc - $263,614.77, MP Materials Corp - $205,449.19, and Boeing Company - $113,461.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dennis Wallace's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.7M earned over time. The largest contributors to dividend income include Altria Group, Inc - $563,349.48, iShares MSCI USA Min Vol Factor ETF - $537,736.82, Vanguard Short-Term Treasury Fund - $503,413.96, Grupo Aeroportuario del Sureste S.A.B. de C.V - $313,744.15, and iShares 3-7 Year Treasury Bond ETF - $287,272.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dennis Wallace's monthly returns?
Dennis Wallace'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 Dennis Wallace's strategy be considered aggressive or moderate?
Dennis Wallace's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Dennis Wallace's strategy?
Dennis Wallace'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.
