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:
40.59%
Gain +0.47%
Monthly
1.02%
Yearly
12.95%
Drawdown
13.43%
$123.09M
Equity
Holdings
$123.09M
Investment
$91.09M
$50.77M
Profit +$618,969.24
Realized
$18.77M
Unrealized
$32M
Dividends
$2.57M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$618,969.24
Win %
80%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$1.68M
Win %
80%
This Month
Compared to last month
Gain
-1.5%
Profit
-$1.88M
Win %
80%
This Year
Compared to last year
Gain
-1.23%
Profit
-$1.53M
Win %
69%
BELFB Bel Fuse Inc.
+2.6%
+$6,800.32 
FLS Flowserve Corporation
+2.34%
+$28,268.9 
PRM Perimeter Solutions Inc.
+2.29%
+$81,305.7 
AAPL Apple Inc.
+1.85%
+$8,080.2 
GOOGL Alphabet Inc
+1.76%
+$43,395.23 
AMZN Amazon.com Inc
+1.72%
+$205,930.08 
GOOG Alphabet Inc
+1.72%
+$11,692.54 
DAL Delta Air Lines, Inc.
+1.65%
+$8,913.9 
ABBV AbbVie Inc.
+1.64%
+$3,640.78 
TTI Tetra Technologies Inc.
+1.58%
+$5,025.98 
JPM JPMorgan Chase & Co.
+1.33%
+$4,994.85 
IWF iShares Russell 1000 Growth ETF
+1.17%
+$1,704 
DG Dollar General Corporation
+1.14%
+$3,291.4 
IEV iShares Europe ETF
+1.14%
+$932.92 
EEM iShares MSCI Emerging Markets ETF
+1.13%
+$260.68 
BUD Anheuser-Busch InBev S.A. ADR
+1.07%
+$11,537.83 
SPY SPDR S&P 500 ETF Trust
+1.02%
+$5,005.2 
VT Vanguard Total World Stock ETF
+0.99%
+$4,361.46 
PTON Peloton Interactive, Inc.
+0.92%
+$9,273.46 
FICO Fair Isaac Corporation
+0.9%
+$6,252.52 
SHEL Shell plc
+0.87%
+$4,149.6 
TRV The Travelers Companies, Inc.
+0.83%
+$3,075.3 
ELF Elf Beauty Inc.
+0.77%
+$2,081.52 
IWM iShares Russell 2000 ETF
+0.77%
+$260.78 
PTEN Patterson-UTI Energy Inc.
+0.76%
+$11,208.32 
VB Vanguard Small-Cap ETF
+0.75%
+$3,617.88 
IBN ICICI Bank Limited Sponsored ADR
+0.73%
+$52,372.53 
BNY BlackRock New York Municipal Income Trust
+0.63%
+$3,673.02 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.53%
+$2,992.51 
BP BP p.l.c. Sponsored ADR
+0.48%
+$6,696.74 
BN Brookfield Corporation
+0.47%
+$42,434.28 
CSIQ Canadian Solar Inc.
+0.46%
+$1,381.68 
DEO Diageo plc Sponsored ADR
+0.36%
+$4,467.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.35%
+$516.84 
WMT Walmart Inc.
+0.3%
+$997.44 
V Visa Inc. Class A
+0.3%
+$1,514.97 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.29%
+$21,197.4 
CVLG Covenant Logistics Group Inc.
+0.28%
+$8,013.4 
NKE Nike, Inc. - Class B
+0.27%
+$951 
SFM Sprouts Farmers Market, Inc.
+0.17%
+$618.5 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$65,484.72 
CDNMF EGR Exploration Ltd.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
COKE Coca-Cola Consolidated Inc.
-0.59%
-$22,779.45 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
-0.59%
-$36,974.34 
UBER Uber Technologies, Inc.
-0.5%
-$1,926 
LLY Eli Lilly and Company
-0.45%
-$1,554.48 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-0.41%
-$2,000 
FDX FedEx Corporation
-0.34%
-$767.55 
MCD McDonald's Corporation
-0.25%
-$2,683.81 
MDLZ Mondelez International, Inc.
-0.18%
-$605.44 
PEP PepsiCo, Inc.
-0.02%
-$113.15 Events
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Dividends
Dividend Analysis
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| Trades 304 | Longs Won 197/304 64% | Profit Factor 4.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $323,754.12 | Best Trade (Aug 08) $19.63M | Sharpe Ratio -11.83 |
| Average Loss -$121,596.18 | Worst Trade (Mar 30) -$2.22M | Z-Score 0.36 (27.78%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $167,002.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% | 4.83% |
| Consecutive Losing Trades | 1,012 | 911 | 810 | 709 | 607 | 506 | 405 | 304 | 202 | 101 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,340 | $234,951 | $445,684 | - | $210,733 | 89.69% | +1.846% |
| ABBV AbbVie Inc. | 871 | $219,178 | $225,745.78 | - | $6,567.78 | 3% | +1.639% |
| AMZN Amazon.com Inc | 47,669 | $8.34M | $12.21M | - | $3.88M | 46.49% | +1.715% |
| BELFB Bel Fuse Inc. | 1,076 | $151,737.62 | $268,268.32 | - | $116,530.7 | 76.8% | +2.601% |
| BN Brookfield Corporation | 235,746 | $8.59M | $9.01M | - | $423,570.34 | 4.93% | +0.473% |
| BNY BlackRock New York Municipal Income Trust | 3,601 | $215,664 | $589,159.61 | - | $373,495.61 | 173.18% | +0.627% |
| BP BP p.l.c. Sponsored ADR | 30,440 | $1.43M | $1.41M | - | -$19,700 | -1.38% | +0.477% |
| BRK-B Berkshire Hathaway Inc. | 92,232 | $28.49M | $46.83M | - | $18.34M | 64.36% | +0.14% |
| BUD Anheuser-Busch InBev S.A. ADR | 13,901 | $1M | $1.09M | - | $89,750.16 | 8.96% | +1.069% |
| CDNMF EGR Exploration Ltd. | 105,443 | $7,496.27 | $10,544.3 | - | $3,048.03 | 40.66% | 0.0 |
| COKE Coca-Cola Consolidated Inc. | 20,430 | $1.76M | $3.83M | - | $2.08M | 118.07% | -0.591% |
| COST Costco Wholesale Corporation | 771 | $655,342 | $695,734.98 | - | $40,392.98 | 6.16% | 0.0 |
| CSIQ Canadian Solar Inc. | 23,028 | $338,974.09 | $301,436.52 | - | -$37,537.57 | -11.07% | +0.46% |
| CVLG Covenant Logistics Group Inc. | 80,134 | $1.56M | $2.83M | - | $1.27M | 81.18% | +0.284% |
| DAL Delta Air Lines, Inc. | 6,910 | $459,377 | $549,552.3 | - | $90,175.3 | 19.63% | +1.649% |
| DEO Diageo plc Sponsored ADR | 14,410 | $1.16M | $1.25M | - | $89,918.2 | 7.76% | +0.359% |
| DG Dollar General Corporation | 2,351 | $225,185.52 | $292,440.89 | - | $67,255.37 | 29.87% | +1.138% |
| EEM iShares MSCI Emerging Markets ETF | 343 | $14,090 | $23,241.68 | - | $9,151.68 | 64.95% | +1.134% |
| ELF Elf Beauty Inc. | 2,832 | $171,647.51 | $273,273.84 | - | $101,626.33 | 59.21% | +0.768% |
| FDX FedEx Corporation | 731 | $170,037.91 | $227,158.25 | - | $57,120.34 | 33.59% | -0.337% |
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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 - $3.85M, 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 Limited 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 $2.57M 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 - $190,069.12, Mondelez International, Inc - $188,740.3, and Dollar General Corporation - $180,406.07. 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.
