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:
56.2%
Gain +1.13%
Monthly
0.73%
Yearly
9.12%
Drawdown
14.89%
$164.06M
Equity
Holdings
$164.06M
Investment
$117.68M
$47.83M
Profit +$1.41M
Realized
$1.45M
Unrealized
$46.38M
Dividends
$15.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$1.41M
Win %
78%
This Week
Compared To Last Week
Gain
1.24%
Profit
$2.02M
Win %
78%
This Month
Compared to last month
Gain
1.24%
Profit
$2.02M
Win %
78%
This Year
Compared to last year
Gain
10.4%
Profit
$15.46M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$447,391.88 
ETN Eaton Corporation plc
+7.32%
+$16,533.04 
GOOGL Alphabet Inc
+6.73%
+$111,293.91 
META Meta Platforms Inc Class A
+3.28%
+$6,011.2 
ARES Ares Management Corporation
+3.2%
+$5,037.92 
MSFT Microsoft Corp.
+3.02%
+$235,707.55 
NVDA NVIDIA Corporation
+2.93%
+$8,850.51 
CVX Chevron Corporation
+2.35%
+$65,684.64 
CSCO Cisco Systems, Inc.
+2.14%
+$65,055.96 
VZ Verizon Communications Inc.
+1.52%
+$37,746.8 
NOC Northrop Grumman Corporation
+1.43%
+$59,346.14 
KLAC KLA Corporation
+1.38%
+$7,470.03 
COP ConocoPhillips
+1.22%
+$5,904.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,335.2 
XLE Energy Select Sector SPDR Fund
+1%
+$3,990.76 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$1,996.08 
MCD McDonald's Corporation
+0.82%
+$14,341.87 
EMR Emerson Electric Co.
+0.79%
+$32,188.31 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,876.86 
CARR Carrier Global Corporation
+0.68%
+$8,850.66 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,313.6 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$49,058.26 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,544.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,969.8 
PFE Pfizer Inc.
+0.4%
+$10,011.2 
RTX RTX Corporation
+0.39%
+$9,361.8 
AVGO Broadcom Inc.
+0.37%
+$3,326.4 
OTIS Otis Worldwide Corporation
+0.36%
+$3,270.54 
MRK Merck & Co., Inc.
+0.32%
+$1,088.58 
JPM JPMorgan Chase & Co.
+0.27%
+$23,026.24 
JNJ Johnson & Johnson
+0.21%
+$10,875.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$7,829.82 
USB U.S. Bancorp
+0.17%
+$1,875.03 
T AT&T Inc.
+0.17%
+$927.6 
SDHY PGIM Short Duration High Yield Fund
+0.12%
+$2,412.36 
WMT Walmart Inc.
+0.09%
+$1,838.54 
ABT Abbott Laboratories
+0.09%
+$1,139.76 
SCYB Schwab High Yield Bond ETF
+0.08%
+$415.18 
NUW Nuveen AMT-Free Municipal Value Fund
+0.07%
+$811.49 
PFFD Global X U.S. Preferred ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$707,156.8 
SYK Stryker Corporation
-6.42%
-$243,505.99 
QCOM QUALCOMM Incorporated
-2.63%
-$61,948.9 
ABBV AbbVie Inc.
-2.51%
-$123,441.13 
UNH UnitedHealth Group Incorporated
-1.68%
-$50,550.57 
DRI Darden Restaurants, Inc.
-1.64%
-$5,085 
NEE NextEra Energy, Inc.
-1.15%
-$35,390.4 
KO The Coca-Cola Company
-1.02%
-$110,702.7 
XOM Exxon Mobil Corporation
-0.97%
-$66,786.03 
CVS CVS Health Corporation
-0.75%
-$30,560.36 
BLK BlackRock, Inc.
-0.73%
-$1,667.82 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$4,648.14 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,553.54 
SCHF Schwab International Equity ETF
-0.58%
-$22,867.2 
IWM iShares Russell 2000 ETF
-0.47%
-$1,250.99 
PEP PepsiCo, Inc.
-0.46%
-$5,818.88 
HD The Home Depot, Inc.
-0.42%
-$1,419.21 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,361.32 
AXP American Express Company
-0.38%
-$13,658.74 
GPC Genuine Parts Company
-0.37%
-$685.4 
TFC Truist Financial Corporation
-0.33%
-$6,792.11 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,494.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,090.26 
MUB iShares National Muni Bond ETF
-0.11%
-$3,595.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$602.58 
KEY KeyCorp
-0.09%
-$973.9 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,562.54 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$977.81 Events
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Dividends
Dividend Analysis
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| Trades 1038 | Longs Won 547/1038 52% | Profit Factor 5.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $295,211.74 |
| Average Win $106,742.93 | Best Trade (Aug 05) $4.51M | Sharpe Ratio -8.74 |
| Average Loss -$21,504.64 | Worst Trade (Aug 03) -$1.59M | Z-Score 2.55 (98.94%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $46,078.61 |
| 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 | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
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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 - $1.61M, Global X U.S. Preferred ETF - $1.27M, 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 - $242,859.19, 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 $15.3M earned over time. The largest contributors to dividend income include Global X U.S. Preferred ETF - $1.74M, PGIM Short Duration High Yield Fund - $1.3M, The Coca-Cola Company - $968,827.35, Exxon Mobil Corporation - $883,136.37, 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.
