DW
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:
31.46%
Gain +0.33%
Monthly
0.78%
Yearly
9.71%
Drawdown
11.01%
$158.05M
Equity
Holdings
$158.05M
Investment
$118.55M
$45.32M
Profit +$631,347.86
Realized
$5.82M
Unrealized
$39.5M
Dividends
$7.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$631,347.86
Win %
66%
This Week
Compared To Last Week
Gain
1.14%
Profit
$1.78M
Win %
66%
This Month
Compared to last month
Gain
0.43%
Profit
$674,399.74
Win %
66%
This Year
Compared to last year
Gain
6.56%
Profit
$9.73M
Win %
66%
DPZ Domino's Pizza Inc.
+3.72%
+$25,505.9 
AMAT Applied Materials, Inc.
+2.64%
+$189,886.17 
TPL Texas Pacific Land Corporation
+2.54%
+$27,124.77 
JPM JPMorgan Chase & Co.
+2.3%
+$80,033.81 
AXP American Express Company
+2.18%
+$19,383.58 
PM Philip Morris International Inc.
+2.01%
+$54,577.05 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$24,095.57 
UNP Union Pacific Corporation
+1.58%
+$14,373.5 
AWK American Water Works Company, Inc.
+1.45%
+$3,373.84 
COP ConocoPhillips
+1.39%
+$9,878.77 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
+1.19%
+$17,291.47 
V Visa Inc. Class A
+1.05%
+$21,516.36 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$2,466 
ORLY O'Reilly Automotive Inc.
+1%
+$34,660.88 
IJR iShares Core S&P Small-Cap ETF
+1%
+$7,408.19 
APH Amphenol Corporation
+0.95%
+$37,267.9 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$8,687.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$24,022.71 
CP Canadian Pacific Kansas City Limited
+0.89%
+$10,762.17 
OTIS Otis Worldwide Corporation
+0.87%
+$2,335.08 
MNST Monster Beverage Corporation
+0.87%
+$22,014.4 
PG Procter & Gamble Co
+0.85%
+$4,141.5 
SDY SPDR S&P Dividend ETF
+0.82%
+$2,736.76 
GE General Electric Company
+0.81%
+$3,464.09 
BKNG Booking Holdings Inc.
+0.81%
+$4,884 
CVX Chevron Corporation
+0.75%
+$10,243.73 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$10,108.03 
FNV Franco-Nevada Corporation
+0.75%
+$10,304.4 
PSX Phillips 66
+0.74%
+$2,646.2 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$8,170.71 
MO Altria Group, Inc.
+0.72%
+$22,596.14 
IMTM iShares MSCI International Momentum Factor ETF
+0.7%
+$1,649.46 
MA Mastercard Incorporated
+0.7%
+$22,289.18 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$4,497.92 
CMI Cummins Inc.
+0.59%
+$3,462.42 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,932.61 
VOO Vanguard S&P 500 ETF
+0.58%
+$8,701.06 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$8,878.75 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$4,279.94 
SBAC SBA Communications Corporation
+0.56%
+$2,633.4 
GOOGL Alphabet Inc
+0.56%
+$41,806.21 
HON Honeywell International Inc.
+0.55%
+$1,547.59 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$2,598.53 
GOOG Alphabet Inc
+0.46%
+$5,438.24 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.45%
+$1,989.6 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$24,465.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$51,413.59 
PEP PepsiCo, Inc.
+0.38%
+$2,478.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$846.45 
AMGN Amgen Inc.
+0.34%
+$1,130.94 
BAH Booz Allen Hamilton Holding Corporation
+0.31%
+$821.52 
WM Waste Management, Inc.
+0.29%
+$920.33 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$513.48 
CARR Carrier Global Corporation
+0.21%
+$1,095.3 
NVDA NVIDIA Corporation
+0.18%
+$1,054.5 
STE STERIS plc
+0.15%
+$2,542 
MSFT Microsoft Corp.
+0.13%
+$3,780.4 
KO The Coca-Cola Company
+0.1%
+$274.88 
GLD SPDR Gold Shares
+0.06%
+$152.94 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$221.58 
TJX The TJX Companies, Inc.
+0.05%
+$906.64 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$119.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$296.15 
MUSA Murphy USA Inc.
+0.01%
+$190.47 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$37.22 
TIP iShares TIPS Bond ETF
+0.01%
+$91.17 
RYH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
ADBE Adobe Inc.
-6.71%
-$35,476.35 
LLY Eli Lilly and Company
-2.41%
-$7,436.02 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$9,808.89 
ABT Abbott Laboratories
-1.68%
-$18,733.06 
LMT Lockheed Martin Corporation
-1.54%
-$28,898.97 
AAPL Apple Inc.
-1.52%
-$64,498.5 
AMZN Amazon.com Inc
-1.23%
-$37,597.92 
BB BlackBerry Ltd.
-1.18%
-$1,760 
MTD Mettler-Toledo International Inc.
-1.04%
-$2,475.2 
IBM International Business Machines Corporation
-0.97%
-$4,005.01 
AVGO Broadcom Inc.
-0.94%
-$11,370.45 
NEU NewMarket Corporation
-0.83%
-$2,324.64 
ETN Eaton Corporation plc
-0.55%
-$2,602.93 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,725.92 
CHE Chemed Corporation
-0.4%
-$2,939.3 
NOC Northrop Grumman Corporation
-0.4%
-$10,945.62 
RTX RTX Corporation
-0.34%
-$1,765.29 
META Meta Platforms Inc Class A
-0.23%
-$2,943.18 
GRMN Garmin Ltd.
-0.18%
-$27,595.68 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$2,034.53 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,628.64 
TDG TransDigm Group Inc.
-0.14%
-$302.72 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$3,700.48 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$1,870.72 
INTU Intuit Inc.
-0.07%
-$152.46 
UITB VictoryShares Core Intermediate Bond ETF
-0.06%
-$138.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$1,335.8 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,753.12 
TSCO Tractor Supply Company
-0.03%
-$270.78 
MCD McDonald's Corporation
-0.02%
-$199.8 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$141.34 Events
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Dividends
Dividend Analysis
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| Trades 1055 | Longs Won 696/1055 65% | Profit Factor 6.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,736.1 |
| Average Win $76,015.66 | Best Trade (Jun 12) $4.79M | Sharpe Ratio -10.93 |
| Average Loss -$21,134.11 | Worst Trade (Sep 29) -$1.35M | Z-Score 4.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $42,957.11 |
| 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 | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
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Returns
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