Daniel McEnroe Portfolio
Invests via Azimuth Capital Investment Management LLC | Managed by Daniel McEnroe, Ted N. Haddad, Janet (Jan) M. Hewlett, Paul I. Ragheb, Mark E. Van Faussien, William (Bill) C. Gough, Al Freeman, Scott Thomas, Ben Upward
Invests via Azimuth Capital Investment Management LLC
Managed by Daniel McEnroe, Ted N. Haddad, Janet (Jan) M. Hewlett, Paul I. Ragheb, Mark E. Van Faussien, William (Bill) C. Gough, Al Freeman, Scott Thomas, Ben Upward
Automatically Tracked
Daniel McEnroe Profile
Daniel McEnroe is a seasoned investor and entrepreneur recognized for his strategic insights in technology commercialization and venture funding. With an extensive background in startup development, he has played key roles in founding and scaling innovative companies across diverse sectors. His expertise encompasses guiding early-stage ventures towards operational excellence while fostering strong industry partnerships to drive growth. By leveraging a deep understanding of market dynamics, he positions himself as a critical player in shaping the future trajectory of startups within competitive landscapes.
Daniel McEnroe is a seasoned investor and entrepreneur recognized for his strategic insights in technology commercialization and venture funding. With an extensive background in startup development, he has played key roles in founding and scaling innovative companies across diverse sectors. His expertise encompasses guiding early-stage ventures towards operational excellence while fostering strong industry partnerships to drive growth. By leveraging a deep understanding of market dynamics, he positions himself as a critical player in shaping the future trajectory of startups within competitive landscapes.
Investment Philosophy & Strategy
Operating within the vibrant landscape of startup ventures, Daniel McEnroe brings a dynamic blend of entrepreneurial vision and investment acumen. His focus is primarily on identifying transformative opportunities that leverage technological advancements to meet evolving market demands. By cultivating synergistic partnerships, he enhances business models that align with sustainable growth trajectories. The emphasis is placed on operational effectiveness and strategic scaling, ensuring his portfolio reflects strong potential for innovation-driven success. As an advocate for fostering next-generation solutions, his approach champions disruptive ideas poised to reshape industries.
Operating within the vibrant landscape of startup ventures, Daniel McEnroe brings a dynamic blend of entrepreneurial vision and investment acumen. His focus is primarily on identifying transformative opportunities that leverage technological advancements to meet evolving market demands. By cultivating synergistic partnerships, he enhances business models that align with sustainable growth trajectories. The emphasis is placed on operational effectiveness and strategic scaling, ensuring his portfolio reflects strong potential for innovation-driven success. As an advocate for fostering next-generation solutions, his approach champions disruptive ideas poised to reshape industries.
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:
56.25%
Gain -0.41%
Monthly
1.12%
Yearly
14.24%
Drawdown
17.23%
$1.8B
Equity
Holdings
$1.8B
Investment
$1.26B
$769.74M
Profit -$6.13M
Realized
$223.04M
Unrealized
$546.7M
Dividends
$94.64M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$6.13M
Win %
74%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$6.13M
Win %
74%
This Month
Compared to last month
Gain
-1.33%
Profit
-$24.28M
Win %
74%
This Year
Compared to last year
Gain
1.35%
Profit
$24.09M
Win %
72%
CRWD CrowdStrike Holdings, Inc.
+14.32%
+$4.02M 
PANW Palo Alto Networks, Inc.
+14.15%
+$3.79M 
FTNT Fortinet Inc.
+9.01%
+$80,254.44 
BBY Best Buy Co., Inc.
+4.29%
+$216,258.9 
YUM Yum! Brands, Inc.
+4.15%
+$775,300.5 
ADP Automatic Data Processing Inc.
+3.12%
+$265,646.91 
IBM International Business Machines Corporation
+2.81%
+$473,632.02 
PAYX Paychex Inc.
+2.37%
+$30,044.1 
SYK Stryker Corporation
+2.34%
+$358,769.02 
MSI Motorola Solutions, Inc.
+2.32%
+$36,255.6 
MSFT Microsoft Corp.
+2.25%
+$2.49M 
RMD ResMed Inc.
+2.24%
+$266,456.1 
WMT Walmart Inc.
+2.19%
+$494,696.51 
AZN AstraZeneca PLC American Depositary Shares
+2.11%
+$193,387.5 
GILD Gilead Sciences Inc.
+2.07%
+$285,075.45 
LLY Eli Lilly and Company
+2.06%
+$1.42M 
UPS United Parcel Service, Inc.
+2.05%
+$8,755 
DIS The Walt Disney Company
+2.03%
+$217,101.6 
MCD McDonald's Corporation
+2.01%
+$116,883.78 
NSRGY Nestle S.A. Sponsored ADR
+1.96%
+$68,036.94 
CLX The Clorox Company
+1.9%
+$49,821.79 
ALL Allstate Corporation
+1.83%
+$19,085.46 
MRSH Marsh & McLennan Companies, Inc.
+1.81%
+$162,424.21 
PM Philip Morris International Inc.
+1.8%
+$11,610.01 
ROP Roper Technologies Inc.
+1.7%
+$6,666.01 
DHR Danaher Corporation
+1.61%
+$4,726.96 
CL Colgate-Palmolive Company
+1.58%
+$63,622.8 
GMED Globus Medical Inc.
+1.54%
+$11,010.12 
AFL Aflac Inc.
+1.47%
+$78,809.02 
PGR Progressive Corporation
+1.39%
+$11,089.8 
KMB Kimberly-Clark Corporation
+1.37%
+$21,548.7 
RSG Republic Services, Inc.
+1.36%
+$178,319.73 
TTC The Toro Company
+1.3%
+$7,338.65 
CINF Cincinnati Financial Corporation
+1.25%
+$8,931.65 
ODFL Old Dominion Freight Line, Inc.
+1.13%
+$302,283.37 
LMT Lockheed Martin Corporation
+1.12%
+$100,715.89 
AMGN Amgen Inc.
+1.12%
+$78,259.04 
KO The Coca-Cola Company
+1.12%
+$153,440.35 
LOW Lowe's Companies Inc.
+1.11%
+$9,491.68 
AVY Avery Dennison Corporation
+1.09%
+$5,013.5 
NEOG Neogen Corporation
+1.08%
+$12,834.71 
CVS CVS Health Corporation
+1.07%
+$136,965.09 
ZTS Zoetis Inc.
+1.06%
+$4,987.12 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$66,285.18 
HD The Home Depot, Inc.
+0.97%
+$126,716.62 
WY Weyerhaeuser Company
+0.95%
+$59,047.24 
CASY Casey's General Stores Inc.
+0.95%
+$125,654.45 
AXP American Express Company
+0.93%
+$29,297.12 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$2,241.82 
VEEV Veeva Systems Inc.
+0.91%
+$83,721.61 
ABT Abbott Laboratories
+0.89%
+$53,508.91 
BMY Bristol-Myers Squibb Company
+0.87%
+$66,806.46 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,605.94 
CPAY Corpay, Inc.
+0.82%
+$161,051.52 
ESS Essex Property Trust, Inc.
+0.78%
+$2,568 
DE Deere & Company
+0.78%
+$18,541.54 
SNA Snap-on Inc.
+0.74%
+$4,226.32 
SHW The Sherwin-Williams Company
+0.67%
+$74,178.72 
ILMN Illumina, Inc.
+0.66%
+$1,863.2 
SYY Sysco Corporation
+0.65%
+$7,398 
SJM The J.M. Smucker Company
+0.57%
+$2,208 
JNJ Johnson & Johnson
+0.55%
+$122,988.32 
ITW Illinois Tool Works Inc.
+0.51%
+$4,701.84 
RPM RPM International Inc.
+0.51%
+$3,557.25 
PG Procter & Gamble Co
+0.5%
+$52,945.44 
AAPL Apple Inc.
+0.49%
+$723,432.42 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$60,451.78 
EXPD Expeditors International of Washington, Inc.
+0.44%
+$2,561.97 
SBUX Starbucks Corporation
+0.4%
+$44,960.37 
DAL Delta Air Lines, Inc.
+0.39%
+$1,402.75 
GD General Dynamics Corporation
+0.38%
+$67,922.59 
VLY Valley National Bancorp
+0.33%
+$832.5 
ATO Atmos Energy Corporation
+0.32%
+$793 
HSY The Hershey Company
+0.26%
+$79,905.17 
TMUS T-Mobile US, Inc.
+0.21%
+$21,214.64 
UNP Union Pacific Corporation
+0.19%
+$46,512.15 
FAST Fastenal Co.
+0.16%
+$34,094.96 
PFE Pfizer Inc.
+0.11%
+$11,956.47 
TJX The TJX Companies, Inc.
+0.1%
+$4,241.63 
ABNB Airbnb, Inc.
+0.07%
+$15,516.5 
PEP PepsiCo, Inc.
+0.03%
+$10,315.54 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.02%
+$50.93 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 6838
68389X105
0%
$0 4662
46625H100
0%
$0 4945
49456B101
0%
$0 0020
00206R102
0%
$0 0207
02079K305
0%
$0 0207
02079K107
0%
$0 3030
30303M102
0%
$0 9132
91324P102
0%
$0 5763
57636Q104
0%
$0 BAM
BAM
0%
$0 7846
78462F103
0%
$0 5893
58933Y105
0%
$0 2082
20825C104
0%
$0 6698
66987V109
0%
$0 1727
17275R102
0%
$0 8857
88579Y101
0%
$0 5535
55354G100
0%
$0 8941
89417E109
0%
$0 1257
12572Q105
0%
$0 8761
87612E106
0%
$0 Q
Q
0%
$0 3142
31428X106
0%
$0 9220
92206C870
0%
$0 4613
46137V357
0%
$0 JCI
JCI
0%
$0 0028
00287Y109
0%
$0 0072
00724F101
0%
$0 0079
00790R104
0%
$0 0084
00846U101
0%
$0 0220
02209S103
0%
$0 0352
03524A108
0%
$0 0546
05464C101
0%
$0 1113
11135F101
0%
$0 1332
13321L108
0%
$0 1414
14149Y108
0%
$0 H146
H1467J104
0%
$0 2216
22160K105
0%
$0 2574
25746U109
0%
$0 2644
26441C204
0%
$0 G291
G29183103
0%
$0 2817
28176E108
0%
$0 3004
30040W108
0%
$0 3016
30161N101
0%
$0 3567
35671D857
0%
$0 H290
H2906T109
0%
$0 3704
37045V100
0%
$0 3814
38141G104
0%
$0 4516
45168D104
0%
$0 4612
46120E602
0%
$0 4609
46090E103
0%
$0 4628
46284V101
0%
$0 4643
46434G822
0%
$0 N537
N53745100
0%
$0 5658
56585A102
0%
$0 G596
G5960L103
0%
$0 5873
58733R102
0%
$0 6411
64110L106
0%
$0 6412
64125C109
0%
$0 6533
65339F101
0%
$0 6706
67066G104
0%
$0 7045
70450Y103
0%
$0 G7S0
G7S00T104
0%
$0 7097
70975L107
0%
$0 7425
74251V102
0%
$0 7446
74460D109
0%
$0 7588
75886F107
0%
$0 7754
77543R102
0%
$0 7840
78409V104
0%
$0 8176
81762P102
0%
$0 8250
82509L107
0%
$0 7846
78463V107
0%
$0 8814
88146M101
0%
$0 8816
88160R101
0%
$0 9191
91913Y100
0%
$0 9234
92343V104
0%
$0 9253
92532F100
0%
$0 9282
92826C839
0%
$0 9410
94106L109
0%
$0 9293
92939U106
0%
$0 9504
95040Q104
0%
$0 9838
98389B100
0%
$0 7551
75513E101
0%
$0 0926
09260D107
0%
$0 2925
29250N105
0%
$0 G549
G54950103
0%
$0 6960
69608A108
0%
$0 8068
80687P106
0%
$0 9035
90353T100
0%
$0 0929
09290D101
0%
$0 1444
14448C104
0%
$0 9218
92189F106
0%
$0 7846
78463X889
0%
$0 7870
78709Y105
0%
$0 8485
84857L101
0%
$0 G847
G8473T100
0%
$0 3682
36828A101
0%
$0 2334
23345M107
0%
$0 7846
78468R622
0%
$0 2103
21037T109
0%
$0 7846
78468R788
0%
$0 2330
23304Y100
0%
$0 3021
30215C101
0%
$0 5433
54338V101
0%
$0 7434
74348A467
0%
$0 7846
78464A300
0%
$0 8787
87873R101
0%
$0 9771
97717X701
0%
$0 0374
03743Q108
0%
$0 2205
22052L104
0%
$0 4585
45857P806
0%
$0 7434
74347B680
0%
$0 0641
06417N103
0%
$0 0673
06738E204
0%
$0 2625
26251A108
0%
$0 2997
29977A105
0%
$0 5421
54211Y107
0%
$0 7846
78464A862
0%
$0 9508
95082P105
0%
$0 3023
30233Q108
0%
$0 4384
43849R105
0%
$0 2661
26614N201
0%
$0 1563
15639K300
0%
$0 2546
25461D100
0%
$0 2942
29429L402
0%
$0 4270
42701C107
0%
$0 
GLW Corning Incorporated
-14%
-$184,069.92 
NOK Nokia Corporation Sponsored ADR
-12.71%
-$1.92M 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$586,662.15 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$2.54M 
KLIC Kulicke & Soffa Industries, Inc.
-6.98%
-$12,020 
ASML ASML Holding N.V. New York Registry Shares
-6.94%
-$1.33M 
WLBMF Wallbridge Mining Company Limited
-6.93%
-$58 
AMAT Applied Materials, Inc.
-6.67%
-$209,282.78 
MRVL Marvell Technology, Inc.
-6.65%
-$2M 
AMBQ Ambiq Micro, Inc.
-5.96%
-$10,030.25 
APH Amphenol Corporation
-5.61%
-$2.37M 
BAC Bank of America Corporation
-5.39%
-$1.98M 
GNRC Generac Holdings Inc.
-5.28%
-$796,220.13 
INTC Intel Corporation
-5.25%
-$258,192.25 
MRAAY Murata Manufacturing Co., Ltd. ADR
-5.03%
-$667,952.44 
SLB Schlumberger Limited
-4.91%
-$1.46M 
ADI Analog Devices, Inc.
-4.47%
-$42,274.21 
HEI Heico Corporation
-4.22%
-$594,443.74 
CAT Caterpillar Inc.
-4.18%
-$150,904.74 
AMD Advanced Micro Devices, Inc.
-3.88%
-$2.29M 
MCHP Microchip Technology Incorporated
-3.62%
-$6,644.3 
HEI.A Heico Corporation
-3.6%
-$7,630.92 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$1.08M 
NEM Newmont Corporation
-2.92%
-$29,600 
CMI Cummins Inc.
-2.84%
-$428,118.99 
EMR Emerson Electric Co.
-2.58%
-$250,093.41 
EEM iShares MSCI Emerging Markets ETF
-2.52%
-$538,626.06 
PH Parker-Hannifin Corporation
-2.51%
-$16,835.39 
STT State Street Corp
-2.48%
-$419,224.71 
ROK Rockwell Automation, Inc.
-2.16%
-$158,443.01 
EADSY Airbus SE
-2.12%
-$127,472.92 
GE General Electric Company
-2%
-$45,781.72 
MKC McCormick & Company, Incorporated
-1.95%
-$7,480 
TXN Texas Instruments Inc
-1.87%
-$301,191.47 
NDSN Nordson Corporation
-1.84%
-$68,947.32 
WFC Wells Fargo & Company
-1.84%
-$345,768.04 
GIL Gildan Activewear Inc.
-1.77%
-$194,307.54 
EMN Eastman Chemical Company
-1.66%
-$66,297.1 
CSQ Calamos Strategic Total Return Fund
-1.61%
-$3,593.21 
APD Air Products and Chemicals, Inc.
-1.58%
-$58,613.07 
C Citigroup Inc.
-1.34%
-$193,307.12 
IAU iShares Gold Trust
-1.32%
-$30,284.9 
AMZN Amazon.com Inc
-1.28%
-$428,259.76 
CR Crane NXT Co.
-1.25%
-$2,289.65 
GNTX Gentex Corporation
-1.25%
-$28,006.95 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$2,752.64 
DCI Donaldson Company, Inc.
-1.19%
-$5,697.75 
PSX Phillips 66
-1.16%
-$4,111.66 
KHC The Kraft Heinz Company
-1.14%
-$2,739.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$70,483.65 
CFRUY Compagnie Financiere Richemont SA ADR
-1.12%
-$120,360 
CVX Chevron Corporation
-0.97%
-$307,307.76 
DTE DTE Energy Company
-0.94%
-$9,755 
MBWM Mercantile Bank Corporation
-0.92%
-$5,237.73 
GPC Genuine Parts Company
-0.87%
-$3,714.72 
QCOM QUALCOMM Incorporated
-0.84%
-$11,450.52 
BEN Franklin Resources Inc.
-0.83%
-$37,931.6 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$18,791.3 
AEP American Electric Power Company, Inc.
-0.8%
-$2,009 
EUFN iShares MSCI Europe Financials ETF
-0.79%
-$196,356.9 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$48,221.05 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$116,697.91 
PNW Pinnacle West Capital Corporation
-0.67%
-$15,608.95 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$22,145.52 
EFA iShares MSCI EAFE ETF
-0.65%
-$29,451.27 
LECO Lincoln Electric Holdings, Inc.
-0.62%
-$1,216.75 
DOW Dow Inc.
-0.59%
-$1,422.91 
CMS CMS Energy Corporation
-0.58%
-$2,340 
FITB Fifth Third Bancorp
-0.57%
-$10,009.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$8,169 
ED Consolidated Edison, Inc.
-0.52%
-$1,966.25 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$11,147.1 
IDEXY Inditex S.A. Unsponsored ADR
-0.51%
-$28,127.68 
HBAN Huntington Bancshares Incorporated
-0.5%
-$3,496.56 
F Ford Motor Company
-0.5%
-$10,213.07 
BP BP p.l.c. Sponsored ADR
-0.5%
-$14,307.26 
VO Vanguard Mid-Cap ETF
-0.48%
-$1,131 
SO The Southern Company
-0.45%
-$40,631.76 
ECL Ecolab Inc.
-0.44%
-$24,636.35 
SHEL Shell plc
-0.42%
-$23,702.1 
O Realty Income Corporation
-0.34%
-$13,236.44 
VOO Vanguard S&P 500 ETF
-0.34%
-$15,047.13 
IVV iShares Core S&P 500 ETF
-0.33%
-$2,234.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$670.45 
IWB iShares Russell 1000 ETF
-0.32%
-$2,702.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$50,801.85 
GWW W.W. Grainger, Inc.
-0.31%
-$3,155.94 
FHN First Horizon Corporation
-0.31%
-$1,557.37 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$11,958.03 
BA Boeing Company
-0.25%
-$66,259.96 
PPG PPG Industries Inc.
-0.22%
-$932.42 
MDLZ Mondelez International, Inc.
-0.2%
-$22,493.87 
ROST Ross Stores, Inc.
-0.19%
-$29,756.26 
IWM iShares Russell 2000 ETF
-0.18%
-$2,626.36 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$1,564.25 
VNOM Viper Energy Inc. Class A Common Stock
-0.07%
-$5,137.77 
GVI iShares Intermediate Government Bond ETF
-0.05%
-$537.62 
SCHW Charles Schwab Corporation
-0.04%
-$197.96 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,245.36 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$128.03 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$2,163 
DVY iShares Select Dividend ETF
-0.02%
-$47.01 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4544 | Longs Won 3048/4544 67% | Profit Factor 5.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $305,455.15 | Best Trade (Sep 03) $58.32M | Sharpe Ratio -282.97 |
| Average Loss -$107,815.28 | Worst Trade (Aug 13) -$9.28M | Z-Score 10.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 4d | Expectancy $169,396.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0020 00206R102 | 176,955 | $3,350.29 | $3,662.97 | - | $312.68 | 9.33% | 0.0 |
| 0028 00287Y109 | 101,361 | $16,046.99 | $25,506.52 | - | $9,459.53 | 58.95% | 0.0 |
| 0072 00724F101 | 2,182 | $871.1 | $530.4 | - | -$340.7 | -39.11% | 0.0 |
| 0079 00790R104 | 46,586 | $6,388.34 | $7,312.14 | - | $923.8 | 14.46% | 0.0 |
| 0084 00846U101 | 55,597 | $6,758.77 | $7,384.95 | - | $626.18 | 9.26% | 0.0 |
| 0207 02079K107 | 16,322 | $1,868.69 | $5,767.05 | - | $3,898.36 | 208.61% | 0.0 |
| 0207 02079K305 | 226,010 | $27,381.66 | $80,769.19 | - | $53,387.53 | 194.98% | 0.0 |
| 0220 02209S103 | 10,700 | $495.22 | $769.87 | - | $274.65 | 55.46% | 0.0 |
| 0352 03524A108 | 128,392 | $8,829.58 | $10,579.5 | - | $1,749.92 | 19.82% | 0.0 |
| 0374 03743Q108 | 7,000 | $297.08 | $297.08 | - | - | - | 0.0 |
| 0546 05464C101 | 17,613 | $3,436.65 | $9,874.02 | - | $6,437.37 | 187.32% | 0.0 |
| 0641 06417N103 | 5,350 | $251.07 | $245.51 | - | -$5.56 | -2.21% | 0.0 |
| 0673 06738E204 | 292,061 | $5,484.88 | $7,844.76 | - | $2,359.88 | 43.03% | 0.0 |
| 0926 09260D107 | 5,875 | $570.96 | $691.31 | - | $120.35 | 21.08% | 0.0 |
| 0929 09290D101 | 12,500 | $11,901.78 | $12,019.5 | - | $117.72 | 0.99% | 0.0 |
| 1113 11135F101 | 248,796 | $42,789.01 | $93,982.69 | - | $51,193.68 | 119.64% | 0.0 |
| 1257 12572Q105 | 20,982 | $4,457.37 | $4,633.46 | - | $176.09 | 3.95% | 0.0 |
| 1332 13321L108 | 5,805 | $309.59 | $630.48 | - | $320.89 | 103.65% | 0.0 |
| 1414 14149Y108 | 8,273 | $526.39 | $1,965.33 | - | $1,438.94 | 273.36% | 0.0 |
| 1444 14448C104 | 5,645 | $203.36 | $414.06 | - | $210.7 | 103.61% | 0.0 |
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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 Daniel McEnroe?
The largest contributions to the portfolio's profits come from the following stocks: Marvell Technology, Inc - $22.35M, Amphenol Corporation - $22.33M, Murata Manufacturing Co., Ltd. ADR - $17.83M, Eli Lilly and Company - $16.14M, and BlackRock New York Municipal Income Trust - $14.48M. 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: Atlassian Corporation Class A - $8.11M, DexCom, Inc - $5.08M, Walgreens Boots Alliance Inc - $4.84M, CVS Health Corporation - $4.47M, and Roper Technologies Inc - $3.9M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel McEnroe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $94.64M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $4.51M, Pfizer Inc - $3.31M, International Business Machines Corporation - $3.11M, Microsoft Corp - $2.86M, and Chevron Corporation - $2.75M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel McEnroe's monthly returns?
Daniel McEnroe'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 Daniel McEnroe's strategy be considered aggressive or moderate?
Daniel McEnroe'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 Daniel McEnroe's strategy?
Daniel McEnroe's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
