RAJ
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:
41.63%
Gain +4.22%
Monthly
0.54%
Yearly
6.73%
Drawdown
12.72%
$164.86M
Equity
Holdings
$164.86M
Investment
$117.68M
$49.75M
Profit +$7.82M
Realized
$2.56M
Unrealized
$47.19M
Dividends
$14.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.22%
Profit
$7.82M
Win %
80%
This Week
Compared To Last Week
Gain
5.45%
Profit
$8.52M
Win %
80%
This Month
Compared to last month
Gain
4.81%
Profit
$7.56M
Win %
80%
This Year
Compared to last year
Gain
10.95%
Profit
$16.26M
Win %
80%
KLAC KLA Corporation
+5.55%
+$401,280 
QCOM QUALCOMM Incorporated
+4.28%
+$134,765.52 
T AT&T Inc.
+2.48%
+$13,218.3 
VZ Verizon Communications Inc.
+2.46%
+$62,282.22 
JPM JPMorgan Chase & Co.
+2.3%
+$176,861.36 
USB U.S. Bancorp
+2.27%
+$22,330.26 
AXP American Express Company
+2.18%
+$74,747.36 
SYK Stryker Corporation
+2.11%
+$70,413.89 
TFC Truist Financial Corporation
+1.91%
+$38,755.38 
KEY KeyCorp
+1.64%
+$17,773.67 
ARES Ares Management Corporation
+1.58%
+$2,664.9 
BLK BlackRock, Inc.
+1.56%
+$3,308.47 
CVS CVS Health Corporation
+1.46%
+$56,865.48 
GPC Genuine Parts Company
+1.46%
+$2,227.55 
COP ConocoPhillips
+1.39%
+$6,535.56 
XLF Financial Select Sector SPDR Fund
+1.39%
+$7,331.39 
NEE NextEra Energy, Inc.
+1.3%
+$38,719.2 
ABBV AbbVie Inc.
+1.29%
+$55,138.31 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$7,174.78 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$7,122.16 
JNJ Johnson & Johnson
+1.07%
+$52,326 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$3,997.62 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$2,092.68 
IWM iShares Russell 2000 ETF
+0.9%
+$2,358 
OTIS Otis Worldwide Corporation
+0.89%
+$7,861.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$37,844.13 
XLE Energy Select Sector SPDR Fund
+0.77%
+$2,976.16 
CVX Chevron Corporation
+0.74%
+$19,908.84 
HD The Home Depot, Inc.
+0.72%
+$2,389.14 
UNH UnitedHealth Group Incorporated
+0.71%
+$20,699.32 
EMR Emerson Electric Co.
+0.64%
+$24,822.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$13,635.76 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,070.97 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$1,487.56 
GOOGL Alphabet Inc
+0.56%
+$9,906.05 
NUW Nuveen AMT-Free Municipal Value Fund
+0.49%
+$5,680.43 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$40,400.92 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,441.6 
WMT Walmart Inc.
+0.45%
+$10,019.83 
PEP PepsiCo, Inc.
+0.4%
+$5,273.36 
SDHY PGIM Short Duration High Yield Fund
+0.34%
+$6,513.37 
DRI Darden Restaurants, Inc.
+0.31%
+$990 
EFA iShares MSCI EAFE ETF
+0.31%
+$1,238.08 
SCHF Schwab International Equity ETF
+0.29%
+$11,433.6 
XOM Exxon Mobil Corporation
+0.28%
+$17,896.91 
CARR Carrier Global Corporation
+0.24%
+$3,582.41 
PFFD Global X U.S. Preferred ETF
+0.24%
+$17,869.32 
PFE Pfizer Inc.
+0.15%
+$4,004.48 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$702 
NVDA NVIDIA Corporation
+0.14%
+$427.8 
MSFT Microsoft Corp.
+0.1%
+$6,922.4 
KO The Coca-Cola Company
+0.1%
+$9,840.24 
MCD McDonald's Corporation
+0.01%
+$130.45 
BSV Vanguard Short-Term Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCYB Schwab High Yield Bond ETF
0%
$0 
ABT Abbott Laboratories
-1.68%
-$19,122.64 
AAPL Apple Inc.
-1.52%
-$129,780 
MRK Merck & Co., Inc.
-1.41%
-$4,526.77 
AMZN Amazon.com Inc
-1.23%
-$36,704 
AVGO Broadcom Inc.
-0.91%
-$8,085 
CSCO Cisco Systems, Inc.
-0.6%
-$19,543.56 
ETN Eaton Corporation plc
-0.55%
-$1,273.13 
NOC Northrop Grumman Corporation
-0.4%
-$17,033.82 
RTX RTX Corporation
-0.33%
-$6,798.45 
META Meta Platforms Inc Class A
-0.23%
-$442 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,068.9 
MUB iShares National Muni Bond ETF
-0.01%
-$299.55 Events
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Dividends
Dividend Analysis
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| Trades 1038 | Longs Won 462/1038 44% | Profit Factor 6.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $342,805.36 |
| Average Win $126,469.52 | Best Trade (Jun 12) $7.52M | Sharpe Ratio -10.64 |
| Average Loss -$15,066.35 | Worst Trade (Jun 10) -$1.56M | Z-Score -7.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 1d | Expectancy $47,929.38 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
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