DSP

David Scott Phillips Portfolio

Invests via Templeton & Phillips Capital Management LLC | Managed by Lauren C. Templeton, D. Scott Phillips Jr.

Invests via Templeton & Phillips Capital Management LLC

Managed by Lauren C. Templeton, D. Scott Phillips Jr.

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Tracking: 0 Updated: 16 hours ago

David Scott Phillips Profile

David Scott Phillips is a seasoned financial executive with extensive experience in strategic investment management and corporate governance. His leadership has propelled growth initiatives at various companies, emphasizing innovative financing structures and operational efficiencies. With a strong background in both private equity and venture capital, he has consistently identified key opportunities to drive value creation across diverse industries. His insights into market trends and investment landscapes have established him as a thought leader within the financial community, where he actively engages in mentoring emerging talent. David’s commitment to excellence underscores his influence on business performance in rapidly evolving markets.

Investment Philosophy & Strategy

Investment opportunities frequently attract David Scott Phillips's discerning eye, driven by a keen understanding of market dynamics and operational performance. His approach integrates innovative financing structures with strategic initiatives tailored to maximize value across various sectors. Leveraging extensive experience in private equity and venture capital, he skillfully navigates the complexities of investment landscapes while prioritizing sustainable growth trajectories. By actively engaging in emerging trends and mentoring up-and-coming talent, he cultivates a strong network that fosters collaboration and insight exchange within the financial sphere.

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:

38.61%

Gain +0.81%

Monthly

0.93%

Yearly

11.75%

Drawdown

10.7%

$130.72M

Equity

Holdings

$130.72M

Investment

$98.68M

$53.77M

Profit +$1.25M

Realized

$21.72M

Unrealized

$32.05M

Dividends

$3.35M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.81%

Profit

$1.25M

Win %

73%

This Week

Compared To Last Week

Gain

2.18%

Profit

$2.79M

Win %

73%

This Month

Compared to last month

Gain

0.97%

Profit

$1.26M

Win %

73%

This Year

Compared to last year

Gain

-21.69%

Profit

-$31.85M

Win %

72%

Gainers
Losers

FLS Flowserve Corporation

+7.1%

+$85,718.6

DAL Delta Air Lines, Inc.

+6.7%

+$35,413.75

BELFB Bel Fuse Inc.

+6%

+$23,961.01

FDX FedEx Corporation

+5.5%

+$12,829.05

CVLG Covenant Logistics Group Inc.

+5.07%

+$177,897.48

EEM iShares MSCI Emerging Markets ETF

+4.25%

+$941.53

ELF Elf Beauty Inc.

+4.22%

+$263,004.15

FMX Fomento Economico Mexicano S.A.B. de C.V. ADR

+4.01%

+$134,912

DG Dollar General Corporation

+3.95%

+$10,797.92

PRM Perimeter Solutions Inc.

+3.67%

+$144,027.24

OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt

+3.17%

+$21,888

IEV iShares Europe ETF

+3.09%

+$2,478.42

IWM iShares Russell 2000 ETF

+2.91%

+$967.6

IBN ICICI Bank Limited Sponsored ADR

+2.75%

+$241,080

LLY Eli Lilly and Company

+2.51%

+$8,734.77

CSIQ Canadian Solar Inc.

+2.49%

+$8,752.94

VB Vanguard Small-Cap ETF

+2.49%

+$11,803.54

HDB HDFC Bank Limited ADR

+2.35%

+$8,854.07

VT Vanguard Total World Stock ETF

+2.34%

+$9,861.9

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+2.33%

+$13,001.93

SFM Sprouts Farmers Market, Inc.

+1.69%

+$7,350

SPY SPDR S&P 500 ETF Trust

+1.69%

+$7,894.81

BUD Anheuser-Busch InBev S.A. ADR

+1.63%

+$14,667.75

PTON Peloton Interactive, Inc.

+1.61%

+$18,505.8

JPM JPMorgan Chase & Co.

+1.52%

+$4,994.84

BNY BlackRock New York Municipal Income Trust

+1.5%

+$7,562.1

IWF iShares Russell 1000 Growth ETF

+1.5%

+$2,148

AMZN Amazon.com Inc

+1.31%

+$121,659.97

AAPL Apple Inc.

+1.2%

+$4,690.01

HCA HCA Healthcare Inc.

+1.08%

+$1,826.55

UBER Uber Technologies, Inc.

+0.99%

+$3,638

BN Brookfield Corporation

+0.91%

+$95,477.13

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

+0.84%

+$1,288.56

TRV The Travelers Companies, Inc.

+0.51%

+$1,567.81

GOOG Alphabet Inc

+0.13%

+$949.42

BRK-B Berkshire Hathaway Inc.

+0.09%

+$37,815.12

BIRK

PTEN Patterson-UTI Energy Inc.

-4.04%

-$55,188.15

SPOT Spotify Technology S.A.

-3.14%

-$6,798.3

INTU Intuit Inc.

-2.66%

-$29,750.1

FICO Fair Isaac Corporation

-2.65%

-$23,392.8

COKE Coca-Cola Consolidated Inc.

-1.53%

-$59,655.64

MDLZ Mondelez International, Inc.

-0.97%

-$4,115

V Visa Inc. Class A

-0.95%

-$4,208.96

NFLX Netflix, Inc.

-0.9%

-$1,790.8

COST Costco Wholesale Corporation

-0.81%

-$6,129.45

CNI Canadian National Railway Company

-0.8%

-$40,783.5

BP BP p.l.c. Sponsored ADR

-0.51%

-$6,661.6

YUMC Yum China Holdings Inc.

-0.35%

-$20,409.62

MA Mastercard Incorporated

-0.32%

-$3,607.83

SHEL Shell plc

-0.29%

-$1,225

PEP PepsiCo, Inc.

-0.25%

-$694.8

WMT Walmart Inc.

-0.22%

-$841.59

GOOGL Alphabet Inc

-0.1%

-$2,633.39

TTI Tetra Technologies Inc.

-0.05%

-$232.9

Events

Dividends

Dividend Analysis

No Data

Trades 286	Longs Won 176/286 61%	Profit Factor 8.31
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.11M
Average Win $347,318.46	Best Trade (Jun 11) $16.48M	Sharpe Ratio -15.22
Average Loss -$66,882.52	Worst Trade (Mar 31) -$1.52M	Z-Score 0.64 (47.8%)
Commissions $0	Avg. Trade Length 1y 2m	Expectancy $188,010.39

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%	1.48%
Consecutive Losing Trades	1,953	1,758	1,563	1,367	1,172	977	781	586	391	195