PNC
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
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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:
47.01%
Gain +0.08%
Monthly
0.6%
Yearly
7.45%
Drawdown
11.95%
$1.46B
Equity
Holdings
$1.46B
Investment
$958.03M
$500.49M
Profit +$1.49M
Realized
-$3.27M
Unrealized
$503.75M
Dividends
$66.25M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$1.49M
Win %
69%
This Week
Compared To Last Week
Gain
-1.49%
Profit
-$22.1M
Win %
69%
This Month
Compared to last month
Gain
-1.28%
Profit
-$18.96M
Win %
69%
This Year
Compared to last year
Gain
5.22%
Profit
$74.14M
Win %
68%
GEV GE Vernova Inc.
+3.65%
+$145,352.13 
DD DuPont de Nemours Inc.
+3.02%
+$6,412.78 
CME CME Group Inc.
+2.79%
+$32,940.04 
GS The Goldman Sachs Group, Inc.
+2.61%
+$68,632.41 
FITB Fifth Third Bancorp
+2.47%
+$22,680.24 
YUMC Yum China Holdings Inc.
+2.46%
+$5,544.74 
JPM JPMorgan Chase & Co.
+2.3%
+$1.43M 
CMCSA Comcast Corp
+2.21%
+$79,911.81 
AXP American Express Company
+2.18%
+$844,662.52 
SYK Stryker Corporation
+2.11%
+$31,130.69 
MLM Martin Marietta Materials, Inc.
+2.08%
+$73,143.75 
PM Philip Morris International Inc.
+2.04%
+$265,776.96 
LNC Lincoln National Corporation
+1.93%
+$5,796.51 
TSLA Tesla, Inc.
+1.82%
+$5,168.8 
ZBH Zimmer Biomet Holdings, Inc.
+1.66%
+$9,803.45 
UNP Union Pacific Corporation
+1.65%
+$593,849.1 
WFC Wells Fargo & Company
+1.64%
+$107,316.9 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$7,712.34 
LIN Linde plc
+1.58%
+$334,077.96 
BLK BlackRock, Inc.
+1.56%
+$3,577.58 
BAC Bank of America Corporation
+1.5%
+$29,010.16 
CPAY Corpay, Inc.
+1.49%
+$4,968.5 
CAT Caterpillar Inc.
+1.48%
+$112,660.56 
COP ConocoPhillips
+1.39%
+$26,869.31 
SPGI S&P Global Inc.
+1.37%
+$246,909.6 
TXN Texas Instruments Inc
+1.35%
+$38,190 
ABBV AbbVie Inc.
+1.3%
+$12,890.13 
NEE NextEra Energy, Inc.
+1.3%
+$26,400 
LRCX Lam Research Corporation
+1.19%
+$150,034.85 
ITW Illinois Tool Works Inc.
+1.16%
+$2,519.58 
IR Ingersoll Rand Inc.
+1.1%
+$10,541.48 
ICE Intercontinental Exchange, Inc.
+1.09%
+$229,525.53 
JNJ Johnson & Johnson
+1.07%
+$302,873.7 
NSC Norfolk Southern Corporation
+1.07%
+$30,246.78 
V Visa Inc. Class A
+1.05%
+$650,096.6 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$4,726.85 
EQR Equity Residential
+1.01%
+$3,813.75 
IJR iShares Core S&P Small-Cap ETF
+1%
+$1,704.01 
APH Amphenol Corporation
+0.95%
+$126,474.8 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$10,734.48 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$692,478 
ORI Old Republic International Corp.
+0.93%
+$3,345.16 
IWM iShares Russell 2000 ETF
+0.9%
+$552.82 
OTIS Otis Worldwide Corporation
+0.87%
+$88,110.23 
RSG Republic Services, Inc.
+0.86%
+$18,082.58 
DEO Diageo plc Sponsored ADR
+0.85%
+$2,551.62 
PG Procter & Gamble Co
+0.85%
+$44,757.07 
BKNG Booking Holdings Inc.
+0.82%
+$193,083.75 
GE General Electric Company
+0.81%
+$52,015.31 
CVX Chevron Corporation
+0.75%
+$38,760.12 
KMB Kimberly-Clark Corporation
+0.74%
+$4,756.5 
PSX Phillips 66
+0.74%
+$4,535.22 
HD The Home Depot, Inc.
+0.73%
+$17,446.93 
UNH UnitedHealth Group Incorporated
+0.72%
+$174,844.74 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$301,112.3 
EMR Emerson Electric Co.
+0.66%
+$11,874.13 
YUM Yum! Brands, Inc.
+0.65%
+$15,417 
DUK Duke Energy Corporation
+0.64%
+$19,339.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$1,034 
DOW Dow Inc.
+0.61%
+$994.87 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$612 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$600 
CMI Cummins Inc.
+0.59%
+$6,426.9 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,365.01 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,176.72 
HON Honeywell International Inc.
+0.55%
+$4,583.48 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$3,403 
GOOGL Alphabet Inc
+0.53%
+$145,100.79 
MSI Motorola Solutions, Inc.
+0.47%
+$5,645.4 
GOOG Alphabet Inc
+0.45%
+$530,755.08 
WMT Walmart Inc.
+0.41%
+$1,873.5 
ACWI iShares MSCI ACWI ETF
+0.41%
+$960 
PEP PepsiCo, Inc.
+0.4%
+$2,244.02 
BMY Bristol-Myers Squibb Company
+0.4%
+$9,645.3 
WEC WEC Energy Group Inc.
+0.33%
+$1,784.88 
MMM 3M Company
+0.29%
+$5,996.1 
XOM Exxon Mobil Corporation
+0.29%
+$155,461.77 
BP BP p.l.c. Sponsored ADR
+0.21%
+$1,387.44 
TRV The Travelers Companies, Inc.
+0.21%
+$630.01 
ADP Automatic Data Processing Inc.
+0.2%
+$440 
PFE Pfizer Inc.
+0.15%
+$6,154.6 
MSFT Microsoft Corp.
+0.13%
+$104,807.56 
RF-PF Regions Financial Corporation
+0.12%
+$326.4 
VRSN Verisign Inc.
+0.11%
+$21,431.36 
ENB Enbridge Inc.
+0.11%
+$445.26 
CB Chubb Limited
+0.1%
+$1,091.4 
KO The Coca-Cola Company
+0.1%
+$2,721.36 
IAU iShares Gold Trust
+0.09%
+$909.58 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$120 
TJX The TJX Companies, Inc.
+0.06%
+$907.25 
FDX FedEx Corporation
+0.05%
+$135 
ORCL Oracle Corporation
+0.05%
+$1,394.58 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$101 
MCD McDonald's Corporation
+0.01%
+$97.05 
ANTM Anthem Inc
0%
$0 
L
0%
$0 
LH
0%
$0 
Q
0%
$0 
SSB
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$51,092.6 
ZTS Zoetis Inc.
-2.25%
-$318,094.26 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$722,839.74 
LMT Lockheed Martin Corporation
-1.53%
-$3,157.5 
AAPL Apple Inc.
-1.52%
-$2.27M 
LHX L3Harris Technologies, Inc.
-1.43%
-$277,412.67 
MU Micron Technology, Inc.
-1.42%
-$1.73M 
MRK Merck & Co., Inc.
-1.41%
-$109,841.21 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$508,374.79 
AMZN Amazon.com Inc
-1.21%
-$566,003.75 
AMT American Tower Corporation
-1.16%
-$271,284.2 
CPRT Copart Inc.
-1.03%
-$143,963.39 
IBM International Business Machines Corporation
-0.97%
-$9,091.38 
AVGO Broadcom Inc.
-0.94%
-$6,762.18 
BDX Becton, Dickinson and Company
-0.75%
-$4,820.73 
BSX Boston Scientific Corporation
-0.59%
-$41,931.68 
MDLZ Mondelez International, Inc.
-0.58%
-$12,807.55 
NVS Novartis AG Sponsored ADR
-0.57%
-$3,861.44 
ETN Eaton Corporation plc
-0.55%
-$25,833.12 
TT Trane Technologies plc
-0.42%
-$34,200.44 
FCNCA First Citizens BancShares, Inc.
-0.4%
-$4,410 
DGX Quest Diagnostics Inc.
-0.35%
-$1,142.1 
DIS The Walt Disney Company
-0.3%
-$2,634.59 
CRM Salesforce Inc
-0.25%
-$24,576.63 
SHEL Shell plc
-0.21%
-$5,857.47 
GRMN Garmin Ltd.
-0.18%
-$855.54 
MBB iShares MBS ETF
-0.15%
-$361.76 
TDG TransDigm Group Inc.
-0.14%
-$43,894.4 
LOW Lowe's Companies Inc.
-0.12%
-$1,315.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,731.46 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$1,622.26 Events
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Dividends
Dividend Analysis
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| Trades 1289 | Longs Won 731/1289 56% | Profit Factor 4.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.92M |
| Average Win $877,311.63 | Best Trade (Jun 12) $94.84M | Sharpe Ratio -18.16 |
| Average Loss -$252,382.88 | Worst Trade (Jun 11) -$13.38M | Z-Score -0.42 (32.51%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 3d | Expectancy $388,273.97 |
| 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% | 0.04% |
| Consecutive Losing Trades | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
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Returns
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Option values are updated at end of day.
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