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:
59.33%
Gain +0.35%
Monthly
0.82%
Yearly
10.36%
Drawdown
14.09%
$1.56B
Equity
Holdings
$1.56B
Investment
$981.83M
$597.65M
Profit +$6.14M
Realized
$18.47M
Unrealized
$579.18M
Dividends
$66.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$6.14M
Win %
68%
This Week
Compared To Last Week
Gain
-1.68%
Profit
-$26.71M
Win %
68%
This Month
Compared to last month
Gain
-1.3%
Profit
-$20.59M
Win %
68%
This Year
Compared to last year
Gain
18.59%
Profit
$244.58M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$6.97M 
ETN Eaton Corporation plc
+7.32%
+$335,473.5 
GOOG Alphabet Inc
+6.88%
+$7.62M 
GOOGL Alphabet Inc
+6.73%
+$1.71M 
YUMC Yum China Holdings Inc.
+3.68%
+$8,861.22 
TT Trane Technologies plc
+3.33%
+$258,617.61 
MSFT Microsoft Corp.
+3.02%
+$2.75M 
CVX Chevron Corporation
+2.35%
+$125,140.72 
BP BP p.l.c. Sponsored ADR
+2.26%
+$15,416 
LHX L3Harris Technologies, Inc.
+1.9%
+$320,235.26 
CRM Salesforce Inc
+1.83%
+$198,410.97 
ORCL Oracle Corporation
+1.81%
+$35,798.07 
ZTS Zoetis Inc.
+1.66%
+$219,015.89 
SHEL Shell plc
+1.62%
+$46,543.14 
BSX Boston Scientific Corporation
+1.59%
+$109,321.88 
LMT Lockheed Martin Corporation
+1.5%
+$3,236.25 
GE General Electric Company
+1.42%
+$96,902.91 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$15,970.46 
CMCSA Comcast Corp
+1.23%
+$43,725.33 
COP ConocoPhillips
+1.22%
+$24,274.47 
VRSN Verisign Inc.
+1.2%
+$230,387.05 
WFC Wells Fargo & Company
+1.19%
+$81,083.88 
ITW Illinois Tool Works Inc.
+1.15%
+$2,785.25 
MSI Motorola Solutions, Inc.
+1.14%
+$14,346.27 
ADP Automatic Data Processing Inc.
+0.98%
+$2,589.99 
UNP Union Pacific Corporation
+0.92%
+$358,729.19 
IBM International Business Machines Corporation
+0.86%
+$6,503.48 
GEV GE Vernova Inc.
+0.85%
+$36,447.66 
MCD McDonald's Corporation
+0.82%
+$10,670.05 
EMR Emerson Electric Co.
+0.79%
+$14,905.89 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$749.99 
TSLA Tesla, Inc.
+0.76%
+$1,675.59 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,424 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,010.36 
CAT Caterpillar Inc.
+0.7%
+$47,956.78 
BMY Bristol-Myers Squibb Company
+0.69%
+$19,290.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,816 
DOW Dow Inc.
+0.67%
+$970.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$992.65 
APH Amphenol Corporation
+0.55%
+$76,756.25 
PSX Phillips 66
+0.51%
+$3,738.89 
Q Qnity Electronics Inc.
+0.51%
+$1,269.16 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,154.98 
HON Honeywell International Inc.
+0.47%
+$2,159.17 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,408.14 
NSC Norfolk Southern Corporation
+0.46%
+$14,164.08 
PFE Pfizer Inc.
+0.4%
+$15,386.5 
AVGO Broadcom Inc.
+0.37%
+$2,689.92 
PG Procter & Gamble Co
+0.37%
+$18,901.39 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$167,184.24 
OTIS Otis Worldwide Corporation
+0.36%
+$37,555.18 
TDG TransDigm Group Inc.
+0.36%
+$111,481.05 
BAC Bank of America Corporation
+0.36%
+$7,689.44 
RF Regions Financial Corporation
+0.32%
+$1,088 
MRK Merck & Co., Inc.
+0.32%
+$26,414.07 
JPM JPMorgan Chase & Co.
+0.27%
+$186,600.34 
CME CME Group Inc.
+0.21%
+$2,565.05 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$164,218.98 
JNJ Johnson & Johnson
+0.21%
+$62,950.22 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,245 
CMI Cummins Inc.
+0.19%
+$2,031.35 
CB Chubb Limited
+0.15%
+$1,701.3 
MMM 3M Company
+0.12%
+$2,737.26 
BDX Becton, Dickinson and Company
+0.1%
+$738.31 
WMT Walmart Inc.
+0.09%
+$374.71 
DIS The Walt Disney Company
+0.03%
+$259.14 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
AAPL Apple Inc.
-7.35%
-$12.39M 
SYK Stryker Corporation
-6.42%
-$107,656.46 
LIN Linde plc
-5.95%
-$1.24M 
MU Micron Technology, Inc.
-5.9%
-$6.3M 
MLM Martin Marietta Materials, Inc.
-2.75%
-$92,503.44 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$13,545.62 
ABBV AbbVie Inc.
-2.51%
-$28,610.34 
ICE Intercontinental Exchange, Inc.
-2.42%
-$574,192.58 
YUM Yum! Brands, Inc.
-2.37%
-$57,351.24 
CPAY Corpay, Inc.
-2.05%
-$7,609.51 
LH Labcorp Holdings Inc.
-2.01%
-$408,581.86 
UNH UnitedHealth Group Incorporated
-1.68%
-$420,460.56 
LRCX Lam Research Corporation
-1.58%
-$162,855.38 
CPRT Copart Inc.
-1.52%
-$202,449.15 
IAU iShares Gold Trust
-1.46%
-$14,683.22 
NVS Novartis AG Sponsored ADR
-1.45%
-$10,048.56 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$451,446.71 
DD DuPont de Nemours, Inc.
-1.32%
-$2,776.85 
GRMN Garmin Ltd.
-1.27%
-$7,679.47 
MDLZ Mondelez International, Inc.
-1.22%
-$26,653.62 
TJX The TJX Companies, Inc.
-1.21%
-$18,335.9 
NEE NextEra Energy, Inc.
-1.15%
-$24,240 
DEO Diageo plc Sponsored ADR
-1.12%
-$3,698 
IR Ingersoll Rand Inc.
-1.11%
-$12,309.3 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$6,963.83 
TXN Texas Instruments Inc
-1.08%
-$28,690.19 
LOW Lowe's Companies Inc.
-1.08%
-$11,481.67 
KO The Coca-Cola Company
-1.02%
-$30,615.3 
EQR Equity Residential
-1%
-$3,785.5 
XOM Exxon Mobil Corporation
-0.97%
-$559,675.53 
LNC Lincoln National Corporation
-0.89%
-$3,371.02 
KMB Kimberly-Clark Corporation
-0.8%
-$5,580.96 
SPGI S&P Global Inc.
-0.74%
-$133,453.33 
BLK BlackRock, Inc.
-0.73%
-$1,803.48 
DUK Duke Energy Corporation
-0.67%
-$20,434.68 
GS The Goldman Sachs Group, Inc.
-0.63%
-$16,465.65 
AMT American Tower Corporation
-0.63%
-$135,643.33 
PM Philip Morris International Inc.
-0.61%
-$85,221.24 
WEC WEC Energy Group Inc.
-0.57%
-$3,039.13 
DGX Quest Diagnostics Inc.
-0.55%
-$2,089.8 
LLY Eli Lilly and Company
-0.53%
-$11,205.64 
IWM iShares Russell 2000 ETF
-0.47%
-$293.29 
PEP PepsiCo, Inc.
-0.46%
-$2,476.16 
TRV The Travelers Companies, Inc.
-0.43%
-$1,630 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$199,793.32 
HD The Home Depot, Inc.
-0.42%
-$10,147.15 
MBB iShares MBS ETF
-0.4%
-$956.08 
ORI Old Republic International Corp.
-0.39%
-$1,601.91 
AXP American Express Company
-0.38%
-$154,346.96 
FDX FedEx Corporation
-0.37%
-$862.5 
RSG Republic Services, Inc.
-0.37%
-$7,879.56 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$888.81 
L Loews Corporation
-0.31%
-$3,335.74 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$3,262.44 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$4,055.65 
BKNG Booking Holdings Inc.
-0.18%
-$48,631.36 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$376.39 
FITB Fifth Third Bancorp
-0.16%
-$1,546.38 
ELV Elevance Health, Inc.
-0.15%
-$5,679.42 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,923.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$72 
V Visa Inc. Class A
-0.04%
-$27,247.51 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$47.99 Events
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Dividends
Dividend Analysis
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| Trades 1337 | Longs Won 732/1337 54% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.78M |
| Average Win $975,812.51 | Best Trade (Sep 10) $116.2M | Sharpe Ratio -9.49 |
| Average Loss -$430,743.24 | Worst Trade (Mar 30) -$27.95M | Z-Score -0.72 (52.6%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $447,009.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 3,623 | 3,261 | 2,899 | 2,536 | 2,174 | 1,812 | 1,449 | 1,087 | 725 | 362 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 505,298 | $98.03M | $156.09M | - | $58.06M | 59.23% | -7.354% |
| ABBV AbbVie Inc. | 4,422 | $599,526.46 | $1.11M | - | $510,130.22 | 85.09% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 1,500 | $212,235 | $234,644.98 | - | $22,409.98 | 10.56% | +0.495% |
| ADP Automatic Data Processing Inc. | 1,000 | $219,790 | $266,459.99 | - | $46,669.99 | 21.23% | +0.982% |
| AMT American Tower Corporation | 123,311 | $23.92M | $21.38M | - | -$2.54M | -10.61% | -0.631% |
| AMZN Amazon.com Inc | 193,176 | $25.76M | $52.46M | - | $26.7M | 103.64% | +15.321% |
| APH Amphenol Corporation | 348,896 | $11.73M | $14.02M | - | $2.29M | 19.49% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 20,118 | $14.06M | $32.77M | - | $18.71M | 133.01% | -1.359% |
| AVGO Broadcom Inc. | 1,868 | $236,192.3 | $727,175.04 | - | $490,982.74 | 207.87% | +0.371% |
| AXP American Express Company | 121,534 | $21.24M | $40.87M | - | $19.62M | 92.37% | -0.376% |
| BAC Bank of America Corporation | 34,952 | $1.02M | $2.17M | - | $1.15M | 112.78% | +0.356% |
| BDX Becton, Dickinson and Company | 4,343 | $901,411.36 | $719,287.66 | - | -$182,123.7 | -20.2% | +0.103% |
| BKNG Booking Holdings Inc. | 143,025 | $15.66M | $27.59M | - | $11.92M | 76.12% | -0.176% |
| BLK BlackRock, Inc. | 226 | $232,127.16 | $246,428.14 | - | $14,300.98 | 6.16% | -0.727% |
| BMY Bristol-Myers Squibb Company | 42,868 | $2.74M | $2.8M | - | $58,300.48 | 2.13% | +0.694% |
| BP BP p.l.c. Sponsored ADR | 15,416 | $544,030.64 | $697,111.52 | - | $153,080.88 | 28.14% | +2.261% |
| BRK-A Berkshire Hathaway Inc. | 102 | $52.84M | $78.19M | - | $25.35M | 47.98% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 89,884 | $34.31M | $45.98M | - | $11.67M | 34.03% | +0.365% |
| BSX Boston Scientific Corporation | 149,756 | $12.9M | $7M | - | -$5.9M | -45.73% | +1.587% |
| CAT Caterpillar Inc. | 8,458 | $2.08M | $6.89M | - | $4.81M | 231.16% | +0.701% |
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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 - $15.99M, Berkshire Hathaway Inc - $13.79M, TransDigm Group Inc - $6.98M, Merck & Co., Inc - $3.65M, and Johnson & Johnson - $3.13M. 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: Apple Inc - $24.72M, Microsoft Corp - $15.62M, Comcast Corp - $14.23M, Alphabet Inc - $11.44M, and Diageo plc Sponsored ADR - $10.12M. 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 $66.6M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $5.81M, Exxon Mobil Corporation - $5.18M, JPMorgan Chase & Co - $4.57M, American Tower Corporation - $3.05M, and Microsoft Corp - $3.03M. 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.
