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:
45.99%
Gain +0.68%
Monthly
1.14%
Yearly
14.55%
Drawdown
13.43%
$127.5M
Equity
Holdings
$127.5M
Investment
$94.27M
$55.44M
Profit +$817,058.55
Realized
$22.21M
Unrealized
$33.23M
Dividends
$2.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.68%
Profit
$817,058.55
Win %
72%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$838,952.76
Win %
72%
This Month
Compared to last month
Gain
0.12%
Profit
$152,856.45
Win %
72%
This Year
Compared to last year
Gain
7.52%
Profit
$8.91M
Win %
71%
BELFB Bel Fuse Inc.
+4.07%
+$15,642.12 
CSIQ Canadian Solar Inc.
+3.55%
+$12,435.12 
FDX FedEx Corporation
+2.49%
+$5,566.56 
EEM iShares MSCI Emerging Markets ETF
+2.19%
+$476.77 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$949,528.44 
IBN ICICI Bank Limited Sponsored ADR
+1.61%
+$157,440 
TTI Tetra Technologies Inc.
+1.18%
+$4,890.9 
BUD Anheuser-Busch InBev S.A. ADR
+1.09%
+$9,741.6 
CVLG Covenant Logistics Group Inc.
+1.02%
+$39,538.12 
HDB HDFC Bank Limited ADR
+1%
+$3,817.81 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$1,410 
JPM JPMorgan Chase & Co.
+0.94%
+$3,381.37 
PTEN Patterson-UTI Energy Inc.
+0.89%
+$10,241.1 
VT Vanguard Total World Stock ETF
+0.69%
+$2,972.46 
BP BP p.l.c. Sponsored ADR
+0.69%
+$8,781.2 
IEV iShares Europe ETF
+0.54%
+$438.36 
DAL Delta Air Lines, Inc.
+0.53%
+$3,109.5 
NFLX Netflix, Inc.
+0.49%
+$798.6 
LLY Eli Lilly and Company
+0.48%
+$1,676.88 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$2,122.05 
IWM iShares Russell 2000 ETF
+0.43%
+$147.5 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.42%
+$14,824 
BNY BlackRock New York Municipal Income Trust
+0.37%
+$2,088.58 
VB Vanguard Small-Cap ETF
+0.35%
+$1,693.3 
SHEL Shell plc
+0.34%
+$1,445.5 
UBER Uber Technologies, Inc.
+0.34%
+$1,310.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.28%
+$1,651.04 
SPOT Spotify Technology S.A.
+0.23%
+$485.9 
CDNMF EGR Exploration Ltd.
0%
$0 
FICO Fair Isaac Corporation
-3.09%
-$28,201.29 
ELF Elf Beauty Inc.
-2.4%
-$204,618.3 
SFM Sprouts Farmers Market, Inc.
-2.19%
-$8,150 
PTON Peloton Interactive, Inc.
-1.71%
-$22,926.63 
MDLZ Mondelez International, Inc.
-1.64%
-$6,518.16 
INTU Intuit Inc.
-1.57%
-$18,156.56 
TRV The Travelers Companies, Inc.
-1.02%
-$3,778.8 
DG Dollar General Corporation
-1.01%
-$3,134.88 
COST Costco Wholesale Corporation
-0.99%
-$7,151.02 
AMZN Amazon.com Inc
-0.92%
-$89,787.39 
V Visa Inc. Class A
-0.9%
-$4,462.6 
MA Mastercard Incorporated
-0.84%
-$10,570.8 
AAPL Apple Inc.
-0.84%
-$3,671.6 
GOOG Alphabet Inc
-0.63%
-$4,545.94 
GOOGL Alphabet Inc
-0.62%
-$16,097.06 
WMT Walmart Inc.
-0.51%
-$1,776.69 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-0.48%
-$3,632.4 
COKE Coca-Cola Consolidated Inc.
-0.45%
-$16,752.6 
PEP PepsiCo, Inc.
-0.43%
-$1,119.4 
YUMC Yum China Holdings Inc.
-0.32%
-$18,434.5 
BIRK Birkenstock Holding plc
-0.28%
-$1,344 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$410.64 
BN Brookfield Corporation
-0.14%
-$13,885.44 
PRM Perimeter Solutions Inc.
-0.12%
-$4,646.04 
HCA HCA Healthcare Inc.
-0.11%
-$180.4 
FLS Flowserve Corporation
-0.04%
-$497.4 Events
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Dividends
Dividend Analysis
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| Trades 286 | Longs Won 179/286 62% | Profit Factor 8.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $350,248.92 | Best Trade (Jul 21) $17.77M | Sharpe Ratio -13.34 |
| Average Loss -$67,790.96 | Worst Trade (Mar 31) -$1.52M | Z-Score -0.69 (50.84%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $193,849.39 |
| 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% | 0.03% | 2.08% |
| Consecutive Losing Trades | 1,880 | 1,692 | 1,504 | 1,316 | 1,128 | 940 | 752 | 564 | 376 | 188 |
Hover over the desired column for a detailed explanation.
Returns
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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 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 Corporation - $3.8M, 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: HDFC Bank Limited ADR - $1.15M, PayPal Holdings Inc - $705,668.07, Diageo plc Sponsored ADR - $378,540.59, Shake Shack Inc - $234,950, and Starbucks Corporation - $196,128.48. 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 $2.51M earned over time. The largest contributors to dividend income include Starbucks Corporation - $335,110.98, HDFC Bank Limited ADR - $209,539.37, Visa Inc. Class A - $189,150.55, Mondelez International, Inc - $188,334.63, and Dollar General Corporation - $181,954.82. 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 leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
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.
