Paul N. Clark Portfolio
Invests via Mi LLCapital Management LLC | Managed by Paul N. Clark
Invests via Mi LLCapital Management LLC
Managed by Paul N. Clark
Automatically Tracked
Paul N. Clark Profile
Paul N. Clark is a seasoned investment executive with extensive experience in private equity and strategic financial advisory roles. His background encompasses leading initiatives that drive corporate growth through targeted investments and operational enhancements across various industries. With a proven track record of managing complex transactions, he has played pivotal roles in several successful fund launches and portfolio optimizations. Recognized for his adeptness at forging key partnerships, he significantly enhances the competitive positioning of the organizations he collaborates with, ultimately fostering greater market resilience and profitability.
Paul N. Clark is a seasoned investment executive with extensive experience in private equity and strategic financial advisory roles. His background encompasses leading initiatives that drive corporate growth through targeted investments and operational enhancements across various industries. With a proven track record of managing complex transactions, he has played pivotal roles in several successful fund launches and portfolio optimizations. Recognized for his adeptness at forging key partnerships, he significantly enhances the competitive positioning of the organizations he collaborates with, ultimately fostering greater market resilience and profitability.
Investment Philosophy & Strategy
With a keen understanding of operational dynamics, Paul N. Clark navigates the investment landscape by seeking out high-potential opportunities that emphasize long-term growth and strategic partnerships. His entrepreneurial mindset enables him to identify market inefficiencies and capitalize on unique investment propositions across diverse sectors. Prioritizing transformational initiatives, he leverages his experience in private equity to enhance portfolio value through active management and innovation-driven strategies. By aligning capital with performance-enhancing practices, he consistently aims for outcomes that lead not only to superior returns but also foster sustainable competitive advantages for the entities involved.
With a keen understanding of operational dynamics, Paul N. Clark navigates the investment landscape by seeking out high-potential opportunities that emphasize long-term growth and strategic partnerships. His entrepreneurial mindset enables him to identify market inefficiencies and capitalize on unique investment propositions across diverse sectors. Prioritizing transformational initiatives, he leverages his experience in private equity to enhance portfolio value through active management and innovation-driven strategies. By aligning capital with performance-enhancing practices, he consistently aims for outcomes that lead not only to superior returns but also foster sustainable competitive advantages for the entities involved.
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:
52.42%
Gain +0.05%
Monthly
0.79%
Yearly
9.87%
Drawdown
14.09%
$1.51B
Equity
Holdings
$1.51B
Investment
$981.83M
$546.87M
Profit +$390,641.03
Realized
$19.56M
Unrealized
$527.32M
Dividends
$64.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$390,641.03
Win %
67%
This Week
Compared To Last Week
Gain
0.08%
Profit
$1.21M
Win %
67%
This Month
Compared to last month
Gain
-0.08%
Profit
-$1.15M
Win %
67%
This Year
Compared to last year
Gain
14.67%
Profit
$192.96M
Win %
67%
MU Micron Technology, Inc.
+4.57%
+$4.73M 
ELV Elevance Health, Inc.
+3.1%
+$117,140.1 
AVGO Broadcom Inc.
+3.05%
+$21,155.1 
GEV GE Vernova Inc.
+2.22%
+$103,027.14 
CRM Salesforce Inc
+2.09%
+$213,846.05 
MSFT Microsoft Corp.
+2.04%
+$1.62M 
GOOG Alphabet Inc
+1.97%
+$2.27M 
PSX Phillips 66
+1.88%
+$13,467.18 
GOOGL Alphabet Inc
+1.83%
+$483,162.84 
ICE Intercontinental Exchange, Inc.
+1.7%
+$360,574.76 
CPAY Corpay, Inc.
+1.58%
+$5,481.5 
CVX Chevron Corporation
+1.49%
+$77,520.8 
DD DuPont de Nemours, Inc.
+1.46%
+$2,973.04 
COP ConocoPhillips
+1.43%
+$27,455.24 
AMZN Amazon.com Inc
+1.37%
+$652,934.88 
IBM International Business Machines Corporation
+1.31%
+$9,465.9 
TXN Texas Instruments Inc
+1.26%
+$33,897.9 
DOW Dow Inc.
+1.24%
+$1,795.61 
XOM Exxon Mobil Corporation
+1.07%
+$577,965.58 
V Visa Inc. Class A
+1.04%
+$724,057.08 
EEM iShares MSCI Emerging Markets ETF
+0.95%
+$900 
HON Honeywell International Inc.
+0.93%
+$3,958.46 
ETN Eaton Corporation plc
+0.79%
+$37,446 
DEO Diageo plc Sponsored ADR
+0.76%
+$2,366.72 
IWP iShares Russell Mid-Cap Growth ETF
+0.71%
+$1,979.6 
MMM 3M Company
+0.66%
+$13,751.92 
LMT Lockheed Martin Corporation
+0.64%
+$1,222.5 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$1,208 
SYK Stryker Corporation
+0.56%
+$8,674.25 
BP BP p.l.c. Sponsored ADR
+0.56%
+$3,622.76 
LHX L3Harris Technologies, Inc.
+0.52%
+$90,056.72 
BSX Boston Scientific Corporation
+0.5%
+$32,946.32 
TJX The TJX Companies, Inc.
+0.49%
+$7,162.5 
DUK Duke Energy Corporation
+0.47%
+$14,352.93 
CME CME Group Inc.
+0.42%
+$4,612.5 
CMCSA Comcast Corp
+0.36%
+$12,816.05 
APH Amphenol Corporation
+0.24%
+$32,272.88 
L Loews Corporation
+0.23%
+$2,409.16 
YUMC Yum China Holdings Inc.
+0.2%
+$466.38 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$1,112.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.18%
+$180 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$299.76 
IVV iShares Core S&P 500 ETF
+0.17%
+$714.99 
ORI Old Republic International Corp.
+0.17%
+$659.61 
CB Chubb Limited
+0.14%
+$1,572.9 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$53,031.56 
GEHC GE HealthCare Technologies Inc.
+0.09%
+$388.02 
SUSA iShares MSCI USA ESG Select ETF
+0.09%
+$539.5 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$63,055.38 
ACWI iShares MSCI ACWI ETF
+0.03%
+$75 
CPRT Copart Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ORCL Oracle Corporation
-2.72%
-$53,309.68 
AAPL Apple Inc.
-2.69%
-$4.53M 
IR Ingersoll Rand Inc.
-2.52%
-$27,172.12 
MLM Martin Marietta Materials, Inc.
-2.25%
-$78,808.5 
FCNCA First Citizens BancShares, Inc.
-2.03%
-$22,651.07 
LOW Lowe's Companies Inc.
-2.03%
-$21,395.34 
EMR Emerson Electric Co.
-2%
-$35,243.28 
FDX FedEx Corporation
-1.99%
-$4,665 
PEP PepsiCo, Inc.
-1.98%
-$10,484.99 
TSLA Tesla, Inc.
-1.96%
-$5,303.69 
ITW Illinois Tool Works Inc.
-1.9%
-$4,502.08 
NVS Novartis AG Sponsored ADR
-1.9%
-$12,812.96 
HD The Home Depot, Inc.
-1.89%
-$46,720 
MRK Merck & Co., Inc.
-1.85%
-$152,360.39 
AMT American Tower Corporation
-1.8%
-$377,331.66 
GE General Electric Company
-1.76%
-$118,287.1 
WMT Walmart Inc.
-1.75%
-$7,494 
LLY Eli Lilly and Company
-1.73%
-$37,250 
BKNG Booking Holdings Inc.
-1.66%
-$430,505.25 
CAT Caterpillar Inc.
-1.56%
-$116,381.91 
BDX Becton, Dickinson and Company
-1.48%
-$10,162.62 
UNP Union Pacific Corporation
-1.47%
-$595,192.65 
RF Regions Financial Corporation
-1.41%
-$4,841.6 
LRCX Lam Research Corporation
-1.4%
-$151,420.85 
GRMN Garmin Ltd.
-1.39%
-$7,048.02 
MDLZ Mondelez International, Inc.
-1.31%
-$27,692 
DIS The Walt Disney Company
-1.3%
-$11,013.45 
PNC The PNC Financial Services Group, Inc.
-1.3%
-$6,830.04 
JNJ Johnson & Johnson
-1.29%
-$387,798.3 
NSC Norfolk Southern Corporation
-1.22%
-$37,968.39 
BLK BlackRock, Inc.
-1.11%
-$2,702.96 
WFC Wells Fargo & Company
-1.07%
-$74,724.36 
ZBH Zimmer Biomet Holdings, Inc.
-1.05%
-$6,456.76 
WEC WEC Energy Group Inc.
-1.04%
-$5,692.32 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.03%
-$2,346.84 
LH Labcorp Holdings Inc.
-1.02%
-$185,894.71 
BAC Bank of America Corporation
-1%
-$21,495.48 
NEE NextEra Energy, Inc.
-0.97%
-$20,640 
DGX Quest Diagnostics Inc.
-0.96%
-$3,272.4 
FITB Fifth Third Bancorp
-0.83%
-$8,247.36 
PFE Pfizer Inc.
-0.78%
-$30,003.67 
LNC Lincoln National Corporation
-0.76%
-$2,631.04 
RSG Republic Services, Inc.
-0.75%
-$16,870.34 
TT Trane Technologies plc
-0.7%
-$57,999.41 
PG Procter & Gamble Co
-0.65%
-$34,949.74 
SHEL Shell plc
-0.65%
-$18,047.34 
GS The Goldman Sachs Group, Inc.
-0.63%
-$17,126.34 
ASML ASML Holding N.V. New York Registry Shares
-0.59%
-$208,623.66 
CMI Cummins Inc.
-0.51%
-$5,544.45 
AXP American Express Company
-0.51%
-$219,975.32 
JPM JPMorgan Chase & Co.
-0.51%
-$343,424.03 
TMO Thermo Fisher Scientific Inc.
-0.5%
-$215,968.29 
ABBV AbbVie Inc.
-0.4%
-$4,510.44 
MCD McDonald's Corporation
-0.38%
-$4,947 
VRSN Verisign Inc.
-0.37%
-$69,651.92 
MSI Motorola Solutions, Inc.
-0.37%
-$4,452.3 
YUM Yum! Brands, Inc.
-0.34%
-$7,708.5 
TRV The Travelers Companies, Inc.
-0.33%
-$1,200 
BMY Bristol-Myers Squibb Company
-0.31%
-$8,144.92 
LIN Linde plc
-0.3%
-$63,692.6 
TDG TransDigm Group Inc.
-0.29%
-$89,409.9 
ZTS Zoetis Inc.
-0.29%
-$38,240.84 
UNH UnitedHealth Group Incorporated
-0.27%
-$68,986.95 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.26%
-$5,272.35 
MBB iShares MBS ETF
-0.24%
-$581.4 
IAU iShares Gold Trust
-0.23%
-$2,208.98 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$324 
Q Qnity Electronics Inc.
-0.17%
-$442.29 
ADP Automatic Data Processing Inc.
-0.15%
-$388.8 
EQR Equity Residential
-0.14%
-$565 
KO The Coca-Cola Company
-0.1%
-$2,721.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,735.31 
IWR iShares Russell Mid-Cap ETF
-0.07%
-$841.92 
OTIS Otis Worldwide Corporation
-0.05%
-$5,777.72 
IWM iShares Russell 2000 ETF
-0.05%
-$31.65 
KMB Kimberly-Clark Corporation
-0.04%
-$253.68 
PM Philip Morris International Inc.
-0.02%
-$2,527.77 
SPGI S&P Global Inc.
0%
-$435.13 Events
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Dividends
Dividend Analysis
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| Trades 1337 | Longs Won 719/1337 53% | Profit Factor 2.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.56M |
| Average Win $925,286.27 | Best Trade (Jul 24) $111.67M | Sharpe Ratio -9.56 |
| Average Loss -$425,066.05 | Worst Trade (Mar 30) -$27.95M | Z-Score 0.21 (16.63%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3d | Expectancy $409,030.43 |
| 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% | 0.19% |
| Consecutive Losing Trades | 3,546 | 3,191 | 2,837 | 2,482 | 2,128 | 1,773 | 1,418 | 1,064 | 709 | 355 |
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 Paul N. Clark?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $15.62M, Berkshire Hathaway Inc - $13.79M, TransDigm Group Inc - $6.98M, Merck & Co., Inc - $3.69M, and Johnson & Johnson - $2.97M. 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: Apple Inc - $24.86M, Microsoft Corp - $15.8M, Comcast Corp - $14.23M, Alphabet Inc - $11.44M, and Diageo plc Sponsored ADR - $10.26M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul N. Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $64.74M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $5.81M, Exxon Mobil Corporation - $4.81M, JPMorgan Chase & Co - $4.27M, American Tower Corporation - $3.39M, and Comcast Corp - $3.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul N. Clark's monthly returns?
Paul N. Clark's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Paul N. Clark's strategy be considered aggressive or moderate?
Paul N. Clark'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 Paul N. Clark's strategy?
Paul N. Clark'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.
