Richard Ahl, Jr. Portfolio
Invests via AHL INVESTMENT MANAGEMENT Inc. | Managed by Carnegie Investment Counsel, Richard Ahl, Jr.
Invests via AHL INVESTMENT MANAGEMENT Inc.
Managed by Carnegie Investment Counsel, Richard Ahl, Jr.
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Richard Ahl, Jr. Profile
Richard Ahl, Jr. has a robust background in business leadership and investment management, focusing on identifying opportunities within rapidly evolving sectors. With a deep understanding of market dynamics, he has built and guided several enterprises through transformative growth phases. His entrepreneurial approach is characterized by a keen eye for innovation, enabling him to drive companies toward sustainable profitability while navigating complex capital structures. Known for his hands-on involvement in operations and strategic decision-making, Ahl’s relevance extends into shaping industry trends that align with emerging consumer demands.
Richard Ahl, Jr. has a robust background in business leadership and investment management, focusing on identifying opportunities within rapidly evolving sectors. With a deep understanding of market dynamics, he has built and guided several enterprises through transformative growth phases. His entrepreneurial approach is characterized by a keen eye for innovation, enabling him to drive companies toward sustainable profitability while navigating complex capital structures. Known for his hands-on involvement in operations and strategic decision-making, Ahl’s relevance extends into shaping industry trends that align with emerging consumer demands.
Investment Philosophy & Strategy
Growth in dynamic markets often necessitates a forward-thinking mindset. Richard Ahl, Jr. employs a transformative strategy that leverages his extensive operational expertise and market acumen to identify and capitalize on emerging trends. His hands-on leadership fosters innovation while aligning business practices with evolving consumer needs, positioning ventures for sustained success. Ahl's commitment to driving meaningful change extends beyond conventional methodologies, as he continually seeks avenues for competitive differentiation within complex environments.
Growth in dynamic markets often necessitates a forward-thinking mindset. Richard Ahl, Jr. employs a transformative strategy that leverages his extensive operational expertise and market acumen to identify and capitalize on emerging trends. His hands-on leadership fosters innovation while aligning business practices with evolving consumer needs, positioning ventures for sustained success. Ahl's commitment to driving meaningful change extends beyond conventional methodologies, as he continually seeks avenues for competitive differentiation within complex environments.
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:
60.16%
Gain +0.54%
Monthly
0.68%
Yearly
8.53%
Drawdown
14.89%
$162.16M
Equity
Holdings
$162.16M
Investment
$117.68M
$45.94M
Profit +$580,799.4
Realized
$1.45M
Unrealized
$44.49M
Dividends
$15.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$580,799.4
Win %
74%
This Week
Compared To Last Week
Gain
0.36%
Profit
$580,799.4
Win %
74%
This Month
Compared to last month
Gain
-1.08%
Profit
-$1.78M
Win %
74%
This Year
Compared to last year
Gain
9.13%
Profit
$13.56M
Win %
74%
META Meta Platforms Inc Class A
+8.24%
+$18,642.2 
QCOM QUALCOMM Incorporated
+7.25%
+$199,974.88 
KLAC KLA Corporation
+3.05%
+$16,199.97 
ARES Ares Management Corporation
+2.71%
+$4,263.84 
ETN Eaton Corporation plc
+2.39%
+$5,924.69 
GOOGL Alphabet Inc
+2.13%
+$36,899.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.68%
+$8,353.8 
MRK Merck & Co., Inc.
+1.63%
+$6,345.45 
T AT&T Inc.
+1.52%
+$8,928.15 
DRI Darden Restaurants, Inc.
+1.44%
+$4,522.5 
SCHE Schwab Emerging Markets Equity ETF
+1.4%
+$3,316.09 
CARR Carrier Global Corporation
+1.32%
+$14,961.83 
NVDA NVIDIA Corporation
+1.27%
+$4,394.25 
IWV ISHARES RUSSELL 3000 ETF
+1.25%
+$3,424.53 
SPY SPDR S&P 500 ETF Trust
+1.19%
+$6,577.56 
SCHX Schwab U.S. Large-Cap ETF
+1.18%
+$6,191.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.17%
+$27,024.6 
SCHB Schwab U.S. Broad Market ETF
+1.16%
+$98,116.52 
SCHF Schwab International Equity ETF
+1.08%
+$42,876 
EFA iShares MSCI EAFE ETF
+0.94%
+$3,810.97 
TFC Truist Financial Corporation
+0.94%
+$18,179.07 
EMR Emerson Electric Co.
+0.93%
+$38,189.2 
AMZN Amazon.com Inc
+0.87%
+$27,527.88 
SDHY PGIM Short Duration High Yield Fund
+0.71%
+$13,267.98 
BLK BlackRock, Inc.
+0.68%
+$1,528.83 
JNJ Johnson & Johnson
+0.65%
+$35,910.21 
IWM iShares Russell 2000 ETF
+0.65%
+$1,655.99 
SCHV Schwab U.S. Large-Cap Value ETF
+0.65%
+$2,665.08 
SCHA Schwab U.S. Small-Cap ETF
+0.63%
+$3,814.44 
WMT Walmart Inc.
+0.56%
+$11,031 
AAPL Apple Inc.
+0.48%
+$46,432.4 
USB U.S. Bancorp
+0.4%
+$4,091.02 
JPM JPMorgan Chase & Co.
+0.36%
+$30,497.28 
PFFD Global X U.S. Preferred ETF
+0.33%
+$23,825.76 
ABBV AbbVie Inc.
+0.29%
+$14,595.63 
RTX RTX Corporation
+0.26%
+$5,572.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.24%
+$1,959.65 
SCYB Schwab High Yield Bond ETF
+0.23%
+$1,245.54 
VZ Verizon Communications Inc.
+0.23%
+$5,931.64 
AXP American Express Company
+0.23%
+$7,636.05 
CSCO Cisco Systems, Inc.
+0.17%
+$5,086.68 
AVGO Broadcom Inc.
+0.14%
+$1,155.02 
ABT Abbott Laboratories
+0.13%
+$1,646.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.1%
+$4,567.4 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$2,092.74 
MSFT Microsoft Corp.
+0.05%
+$4,153.44 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$488.9 
COP ConocoPhillips
-2.8%
-$15,025.68 
XOM Exxon Mobil Corporation
-2.7%
-$192,937.42 
CVX Chevron Corporation
-1.76%
-$53,622.93 
OTIS Otis Worldwide Corporation
-1.73%
-$14,906.11 
XLE Energy Select Sector SPDR Fund
-1.72%
-$7,438.37 
CVS CVS Health Corporation
-0.88%
-$30,366.94 
HD The Home Depot, Inc.
-0.85%
-$2,613.77 
PEP PepsiCo, Inc.
-0.83%
-$9,819.36 
UNH UnitedHealth Group Incorporated
-0.58%
-$15,729.93 
XLU Utilities Select Sector SPDR Fund
-0.58%
-$3,598.53 
NOC Northrop Grumman Corporation
-0.55%
-$22,634.06 
NEE NextEra Energy, Inc.
-0.5%
-$14,016 
SYK Stryker Corporation
-0.46%
-$13,788.5 
GPC Genuine Parts Company
-0.45%
-$849.3 
KO The Coca-Cola Company
-0.44%
-$47,356.15 
NUW Nuveen AMT-Free Municipal Value Fund
-0.37%
-$4,057.45 
PFE Pfizer Inc.
-0.16%
-$4,505.04 
MCD McDonald's Corporation
-0.14%
-$2,314.31 
MUB iShares National Muni Bond ETF
-0.08%
-$2,396.88 
KEY KeyCorp
-0.05%
-$486.95 
XLF Financial Select Sector SPDR Fund
-0.02%
-$100.43 Events
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Dividends
Dividend Analysis
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| Trades 1038 | Longs Won 535/1038 51% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $303,631.37 |
| Average Win $107,307.63 | Best Trade (Aug 13) $4.68M | Sharpe Ratio -8.74 |
| Average Loss -$22,811.32 | Worst Trade (Aug 03) -$1.59M | Z-Score 1.74 (91.82%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $44,253.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,840 | $5.17M | $9.74M | - | $4.57M | 88.38% | +0.479% |
| ABBV AbbVie Inc. | 19,079 | $2.59M | $5.05M | - | $2.46M | 95.22% | +0.29% |
| ABT Abbott Laboratories | 12,664 | $1.78M | $1.3M | - | -$479,810.72 | -26.94% | +0.127% |
| AMZN Amazon.com Inc | 12,400 | $1.9M | $3.17M | - | $1.27M | 66.9% | +0.875% |
| ARES Ares Management Corporation | 1,269 | $219,790.8 | $161,366.04 | - | -$58,424.76 | -26.58% | +2.714% |
| AVGO Broadcom Inc. | 2,310 | $200,369.4 | $827,234.1 | - | $626,864.7 | 312.85% | +0.14% |
| AXP American Express Company | 10,755 | $1.77M | $3.36M | - | $1.59M | 90.12% | +0.228% |
| BLK BlackRock, Inc. | 209 | $214,247.99 | $225,112.85 | - | $10,864.86 | 5.07% | +0.684% |
| BSV Vanguard Short-Term Bond ETF | 42,709 | $3.29M | $3.28M | - | -$14,530.86 | -0.44% | +0.064% |
| CARR Carrier Global Corporation | 21,073 | $1M | $1.15M | - | $145,766.17 | 14.51% | +1.318% |
| COP ConocoPhillips | 4,072 | $449,537.8 | $521,786.08 | - | $72,248.28 | 16.07% | -2.799% |
| CSCO Cisco Systems, Inc. | 26,772 | $1.59M | $2.94M | - | $1.35M | 85.21% | +0.174% |
| CVS CVS Health Corporation | 38,684 | $3.47M | $3.41M | - | -$63,670.55 | -1.83% | -0.884% |
| CVX Chevron Corporation | 14,532 | $1.83M | $2.99M | - | $1.16M | 63.72% | -1.761% |
| DRI Darden Restaurants, Inc. | 1,500 | $225,960 | $318,442.5 | - | $92,482.5 | 40.93% | +1.441% |
| EFA iShares MSCI EAFE ETF | 3,869 | $304,412.92 | $409,939.89 | - | $105,526.97 | 34.67% | +0.938% |
| EMR Emerson Electric Co. | 27,278 | $2.63M | $4.13M | - | $1.5M | 57.01% | +0.934% |
| ETN Eaton Corporation plc | 584 | $208,482.15 | $253,990.36 | - | $45,508.21 | 21.83% | +2.388% |
| GOOGL Alphabet Inc | 4,953 | $818,671.25 | $1.77M | - | $949,500.22 | 115.98% | +2.131% |
| GPC Genuine Parts Company | 1,490 | $206,514.01 | $189,989.9 | - | -$16,524.11 | -8% | -0.445% |
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FAQ
Which stocks have generated the highest profits for Richard Ahl, Jr.?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $1.8M, Exxon Mobil Corporation - $1.66M, Global X U.S. Preferred ETF - $1.31M, AT&T Inc - $1.21M, and AbbVie Inc - $1.09M. 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: Paramount Global - $951,166.64, Cracker Barrel Old Country Store, Inc - $278,836.6, Nuveen AMT-Free Municipal Value Fund - $238,923.46, Walgreens Boots Alliance Inc - $226,320.28, and Schwab U.S. TIPS ETF - $121,777.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Ahl, Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.65M earned over time. The largest contributors to dividend income include Global X U.S. Preferred ETF - $1.78M, PGIM Short Duration High Yield Fund - $1.32M, The Coca-Cola Company - $968,827.35, Exxon Mobil Corporation - $928,096.9, and JPMorgan Chase & Co - $685,874.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Ahl, Jr.'s monthly returns?
Richard Ahl, Jr.'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 Richard Ahl, Jr.'s strategy be considered aggressive or moderate?
Richard Ahl, Jr.'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 Richard Ahl, Jr.'s strategy?
Richard Ahl, Jr.'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.
