MJC
Michael J. Cuggino Portfolio
Invests via Pacific Heights Asset Management LLC | Managed by Michael J. Cuggino
Invests via Pacific Heights Asset Management LLC
Managed by Michael J. Cuggino
Automatically Tracked
Michael J. Cuggino Profile
With a robust background in investment management, Michael J. Cuggino serves as the President and Portfolio Manager at Permanent Capital Advisory Group. He possesses extensive experience across equity markets and has cultivated a reputation for skillful stock selection in diverse sectors. Under his leadership, the firm focuses on providing personalized asset management solutions that emphasize sustainable growth and client-driven outcomes. His academic credentials include a Bachelor of Science in Business Administration from the University of California, Berkeley, further supporting his role as an informed leader in navigating capital markets.
With a robust background in investment management, Michael J. Cuggino serves as the President and Portfolio Manager at Permanent Capital Advisory Group. He possesses extensive experience across equity markets and has cultivated a reputation for skillful stock selection in diverse sectors. Under his leadership, the firm focuses on providing personalized asset management solutions that emphasize sustainable growth and client-driven outcomes. His academic credentials include a Bachelor of Science in Business Administration from the University of California, Berkeley, further supporting his role as an informed leader in navigating capital markets.
Investment Philosophy & Strategy
Growth dynamics in equity markets define Michael J. Cuggino's strategic focus as he seeks opportunities that align with evolving trends and client aspirations. Emphasizing an entrepreneurial mindset, his investment approach balances rigorous analysis with proactive engagement, positioning portfolios for sustainable performance. By integrating insights from a diverse range of sectors, he tailors strategies to capitalize on market shifts while prioritizing long-term value creation. A commitment to thorough due diligence enables him to identify distinctive growth prospects and build resilient investments.
Growth dynamics in equity markets define Michael J. Cuggino's strategic focus as he seeks opportunities that align with evolving trends and client aspirations. Emphasizing an entrepreneurial mindset, his investment approach balances rigorous analysis with proactive engagement, positioning portfolios for sustainable performance. By integrating insights from a diverse range of sectors, he tailors strategies to capitalize on market shifts while prioritizing long-term value creation. A commitment to thorough due diligence enables him to identify distinctive growth prospects and build resilient investments.
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:
36.71%
Gain -1.01%
Monthly
0.4%
Yearly
4.88%
Drawdown
15.75%
$403.98M
Equity
Holdings
$403.98M
Investment
$151.74M
$252.24M
Profit -$4.1M
Realized
$0
Unrealized
$252.24M
Dividends
$75.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$4.1M
Win %
83%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$2.72M
Win %
83%
This Month
Compared to last month
Gain
-0.68%
Profit
-$2.78M
Win %
83%
This Year
Compared to last year
Gain
8.42%
Profit
$31.37M
Win %
83%
INTC Intel Corporation
+8.76%
+$765,000.18 
SANM Sanmina Corporation
+8.52%
+$1.36M 
BHP BHP Group Ltd.
+3.57%
+$241,295.25 
FLR Fluor Corporation
+3.55%
+$52,650 
MS Morgan Stanley
+2.09%
+$176,000 
A Agilent Technologies Inc.
+1.69%
+$215,292 
QCOM QUALCOMM Incorporated
+1.52%
+$207,199.2 
BP BP p.l.c. Sponsored ADR
+1.44%
+$21,175 
NC NACCO Industries Inc.
+1.42%
+$17,616.02 
HOG Harley-Davidson Inc.
+1.38%
+$17,325 
BIIB Biogen Inc.
+1.38%
+$96,600 
PH Parker-Hannifin Corporation
+0.87%
+$374,175 
BTU Peabody Energy Corporation
+0.87%
+$6,000 
DVN Devon Energy Corporation
+0.77%
+$15,075 
STT State Street Corp
+0.74%
+$61,200 
ELME Elme Communities
+0.67%
+$750 
MAT Mattel Inc.
+0.57%
+$11,200 
AMGN Amgen Inc.
+0.43%
+$62,000 
ITW Illinois Tool Works Inc.
+0.34%
+$46,500 
CVX Chevron Corporation
+0.32%
+$24,400 
APD Air Products and Chemicals, Inc.
+0.17%
+$22,268.17 
FRT Federal Realty Investment Trust
+0.08%
+$4,200 
DIS The Walt Disney Company
+0.01%
+$1,059.63 
ASN
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BR
0%
$0 
BRE
0%
$0 
BSC
0%
$0 
CA
0%
$0 
CEMJQ
0%
$0 
DCNAQ
0%
$0 
EQY
0%
$0 
FST
0%
$0 
FTO
0%
$0 
GENZ
0%
$0 
HPQ
0%
$0 
JNS
0%
$0 
KSU Kansas City Southern
0%
$0 
N
0%
$0 
NSM
0%
$0 
NXL
0%
$0 
PD
0%
$0 
PEI Pennsylvania Real Estate Investment Trust
0%
$0 
PKD Parker Drilling Co
0%
$0 
PNP
0%
$0 
PPP
0%
$0 
RYL
0%
$0 
SWFT
0%
$0 
SYMC Symantec Corp
0%
$0 
TIN
0%
$0 
TPL
0%
$0 
TRB
0%
$0 
UBA Urstadt Biddle Properties Inc
0%
$0 
UBP Urstadt Biddle Properties Inc
0%
$0 
UDR
0%
$0 
VIA
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 62 | Longs Won 22/62 35% | Profit Factor 17.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.98M |
| Average Win $12.17M | Best Trade (Jul 20) $44.57M | Sharpe Ratio -64.45 |
| Average Loss -$389,763.39 | Worst Trade (Jul 21) -$3.42M | Z-Score -1.93 (97.22%) |
| Commissions $0 | Avg. Trade Length 20y 6m 4w | Expectancy $4.07M |
| 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% | 1.43% |
| Consecutive Losing Trades | 1,036 | 933 | 829 | 725 | 622 | 518 | 415 | 311 | 207 | 104 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael J. Cuggino?
The largest contributions to the portfolio's profits come from the following stocks: Pennsylvania Real Estate Investment Trust - $13.33M, Lockheed Martin Corporation - $5.67M, Costco Wholesale Corporation - $4.32M, Weyerhaeuser Company - $3.78M, and BHP Group Ltd - $3.64M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Michael J. Cuggino's portfolio generate?
The portfolio generates substantial dividend income, with a total of $75.1M earned over time. The largest contributors to dividend income include Pennsylvania Real Estate Investment Trust - $13.33M, Lockheed Martin Corporation - $5.67M, Costco Wholesale Corporation - $4.32M, Weyerhaeuser Company - $3.78M, and BHP Group Ltd - $3.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael J. Cuggino's monthly returns?
Michael J. Cuggino'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 Michael J. Cuggino's strategy be considered aggressive or moderate?
Michael J. Cuggino'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 Michael J. Cuggino's strategy?
Michael J. Cuggino'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.
