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.
Automatically Tracked
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.
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.
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:
56.62%
Gain +0.19%
Monthly
1.07%
Yearly
13.59%
Drawdown
13.43%
$127.72M
Equity
Holdings
$127.72M
Investment
$91.09M
$55.4M
Profit +$276,477.37
Realized
$18.77M
Unrealized
$36.63M
Dividends
$2.76M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$276,477.37
Win %
76%
This Week
Compared To Last Week
Gain
0.22%
Profit
$276,477.37
Win %
76%
This Month
Compared to last month
Gain
5.88%
Profit
$7.09M
Win %
76%
This Year
Compared to last year
Gain
2.48%
Profit
$3.09M
Win %
66%
DAL Delta Air Lines, Inc.
+2.83%
+$14,994.7 
NKE Nike, Inc. Class B Common Stock
+2.67%
+$9,462.45 
BNY Bank of New York Mellon Corp.
+2.26%
+$11,793.24 
FLS Flowserve Corporation
+1.81%
+$20,476.3 
BELFB Bel Fuse Inc. Class B Common Stock
+1.8%
+$3,862.85 
COKE Coca-Cola Consolidated Inc.
+1.69%
+$70,074.9 
FDX FedEx Corp.
+1.65%
+$3,611.14 
MCD McDonald's Corporation
+1.61%
+$17,018.66 
WMT Walmart Inc.
+1.49%
+$5,548.26 
SFM Sprouts Farmers Market Inc.
+1.47%
+$4,875 
JPM JPMorgan Chase & Co.
+1.3%
+$4,590.16 
LLY Eli Lilly and Company
+1.17%
+$4,568.59 
CVLG Covenant Logistics Group Inc.
+1.17%
+$27,245.56 
COST Costco Wholesale Corp
+1.11%
+$8,604.35 
ABBV AbbVie Inc.
+1.1%
+$2,739.29 
DG Dollar General Corp.
+1.04%
+$3,244.38 
PTEN Patterson-UTI Energy, Inc. Common Stock
+1%
+$13,654.8 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$5,469.07 
PEP PepsiCo, Inc.
+0.98%
+$5,018.09 
AMZN Amazon.com Inc
+0.96%
+$113,928.91 
BN Brookfield Corporation
+0.95%
+$84,868.56 
IWM iShares Russell 2000 ETF
+0.95%
+$308.57 
VB Vanguard Small-Cap ETF
+0.84%
+$3,964.8 
IWF iShares Russell 1000 Growth ETF
+0.7%
+$1,008 
SPY State Street SPDR S&P 500 ETF Trust
+0.65%
+$3,205.67 
IEV iShares Europe ETF
+0.57%
+$449.6 
ELF e.l.f. Beauty, Inc.
+0.51%
+$1,656.72 
TRV The Travelers Companies, Inc.
+0.51%
+$2,050.2 
BRK-B Berkshire Hathaway Inc.
+0.49%
+$243,492.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.46%
+$672.6 
VT Vanguard Total World Stock ETF
+0.39%
+$1,666.83 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.14%
+$12,112.8 
OMAB Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR
+0.06%
+$300 
CDNMF EGR Exploration Ltd.
0%
$0 
GOOGL Alphabet Inc
0%
+$0.07 
FICO Fair Isaac Corp.
-7.86%
-$46,276.59 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
-3.83%
-$263,911.05 
CSIQ Canadian Solar Inc.
-3.74%
-$7,944.66 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-2.87%
-$33,640.42 
BP BP Plc Sponsored ADR
-1.4%
-$21,916.8 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-1.26%
-$6,743.1 
DEO Diageo plc Sponsored ADR
-1.26%
-$17,436.1 
AAPL Apple Inc.
-0.9%
-$4,207.61 
EEM iShares MSCI Emerging Markets ETF
-0.9%
-$192.08 
MDLZ Mondelēz International, Inc. Class A Common Stock
-0.88%
-$3,082.24 
TTI Tetra Technologies Inc.
-0.37%
-$931.6 
V Visa Inc. Class A
-0.34%
-$1,926.26 
PTON Peloton Interactive Inc. Class A Common Stock
-0.28%
-$3,084.3 
PRM Perimeter Solutions, Inc.
-0.2%
-$6,388.31 
IBN ICICI Bank Ltd. Sponsored ADR
-0.1%
-$7,481.79 
UBER Uber Technologies Inc.
-0.07%
-$267.5 
GOOG Alphabet Inc
-0.06%
-$371.52 Events
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Dividends
Dividend Analysis
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| Trades 304 | Longs Won 194/304 63% | Profit Factor 5.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $350,596.86 | Best Trade (Oct 26) $21.76M | Sharpe Ratio -11.82 |
| Average Loss -$114,731.52 | Worst Trade (Mar 30) -$2.22M | Z-Score 3.5 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $182,221.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.39% | 7.3% |
| Consecutive Losing Trades | 1,114 | 1,002 | 891 | 780 | 668 | 557 | 445 | 334 | 223 | 111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,340 | $234,951 | $461,750.6 | - | $226,799.6 | 96.53% | -0.903% |
| ABBV AbbVie Inc. | 871 | $219,178 | $251,531.73 | - | $32,353.73 | 14.76% | +1.101% |
| AMZN Amazon.com Inc | 47,669 | $8.34M | $11.94M | - | $3.6M | 43.16% | +0.964% |
| BELFB Bel Fuse Inc. Class B Common Stock | 1,076 | $151,737.62 | $218,535.6 | - | $66,797.98 | 44.02% | +1.799% |
| BN Brookfield Corporation | 235,746 | $8.59M | $9.04M | - | $447,144.94 | 5.21% | +0.948% |
| BNY Bank of New York Mellon Corp. | 3,601 | $215,664 | $532,641.88 | - | $316,977.88 | 146.98% | +2.264% |
| BP BP Plc Sponsored ADR | 30,440 | $1.43M | $1.54M | - | $111,192 | 7.78% | -1.403% |
| BRK-B Berkshire Hathaway Inc. | 92,232 | $28.49M | $50.25M | - | $21.76M | 76.37% | +0.487% |
| BUD Anheuser-Busch InBev SA/NV Sponsored ADR | 13,901 | $1M | $1.14M | - | $136,457.52 | 13.63% | -2.872% |
| CDNMF EGR Exploration Ltd. | 105,443 | $7,496.27 | $1,159.87 | - | -$6,336.4 | -84.53% | 0.0 |
| COKE Coca-Cola Consolidated Inc. | 20,430 | $1.76M | $4.22M | - | $2.47M | 140.21% | +1.687% |
| COST Costco Wholesale Corp | 771 | $655,342 | $782,164.08 | - | $126,822.08 | 19.35% | +1.112% |
| CSIQ Canadian Solar Inc. | 23,028 | $338,974.09 | $204,603.78 | - | -$134,370.31 | -39.64% | -3.738% |
| CVLG Covenant Logistics Group Inc. | 80,134 | $1.56M | $2.37M | - | $802,001.32 | 51.27% | +1.165% |
| DAL Delta Air Lines, Inc. | 6,910 | $459,377 | $545,544.5 | - | $86,167.5 | 18.76% | +2.826% |
| DEO Diageo plc Sponsored ADR | 14,410 | $1.16M | $1.37M | - | $207,215.6 | 17.89% | -1.261% |
| DG Dollar General Corp. | 2,351 | $225,185.52 | $315,198.57 | - | $90,013.05 | 39.97% | +1.04% |
| EEM iShares MSCI Emerging Markets ETF | 343 | $14,090 | $21,077.35 | - | $6,987.35 | 49.59% | -0.903% |
| ELF e.l.f. Beauty, Inc. | 2,832 | $171,647.51 | $325,170.24 | - | $153,522.73 | 89.44% | +0.512% |
| FDX FedEx Corp. | 731 | $170,037.91 | $221,975.46 | - | $51,937.55 | 30.54% | +1.654% |
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FAQ
Which stocks have generated the highest profits for David Scott Phillips?
The largest contributions to the portfolio's profits come from the following stocks: Amazon.com Inc - $6.99M, Visa Inc. Class A - $4.15M, Dollar General Corp - $3.85M, Perimeter Solutions, Inc - $2.17M, and Alphabet Inc - $2.13M. 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: Celsius Holdings Inc - $2.22M, HDFC Bank Ltd. ADR - $1.28M, Chipotle Mexican Grill, Inc - $1.23M, PayPal Holdings, Inc - $705,668.07, and Intuit Inc - $668,807. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Scott Phillips's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.76M earned over time. The largest contributors to dividend income include Starbucks Corp - $335,110.98, Fomento Economico Mexicano S.A.B. de C.V. ADR - $243,494.94, HDFC Bank Ltd. ADR - $209,539.37, Mondelēz International, Inc. Class A Common Stock - $191,602.38, and Visa Inc. Class A - $190,069.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Scott Phillips's monthly returns?
David Scott Phillips'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 David Scott Phillips's strategy be considered aggressive or moderate?
David Scott Phillips'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 David Scott Phillips's strategy?
David Scott Phillips'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.
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