Spencer Rand Portfolio
Invests via Five Oceans Advisors | Managed by Marc Campbell, Chris Girbés, Spencer Rand
Invests via Five Oceans Advisors
Managed by Marc Campbell, Chris Girbés, Spencer Rand
Automatically Tracked
Spencer Rand Profile
With a robust background in corporate finance and strategic growth initiatives, Spencer Rand has built a reputation as an influential figure within the investment landscape. His leadership roles have spanned several high-impact organizations, where he has been instrumental in driving significant value creation through innovative business strategies. Known for his expertise in identifying emerging market opportunities, Rand's contributions have helped shape competitive advantages that resonate across various sectors. By leveraging extensive operational experience and a keen understanding of industry dynamics, he is well-regarded for fostering strong investor relationships and enhancing organizational performance.
With a robust background in corporate finance and strategic growth initiatives, Spencer Rand has built a reputation as an influential figure within the investment landscape. His leadership roles have spanned several high-impact organizations, where he has been instrumental in driving significant value creation through innovative business strategies. Known for his expertise in identifying emerging market opportunities, Rand's contributions have helped shape competitive advantages that resonate across various sectors. By leveraging extensive operational experience and a keen understanding of industry dynamics, he is well-regarded for fostering strong investor relationships and enhancing organizational performance.
Investment Philosophy & Strategy
Grounded in a multifaceted understanding of market dynamics, Spencer Rand navigates investment opportunities with a sharp focus on innovation and operational excellence. His approach involves fostering sustainable growth by identifying industries poised for disruption. Drawing upon extensive leadership experience, he strategically engages with both emerging markets and established sectors, positioning his endeavors to capture competitive advantages. With an emphasis on collaboration and stakeholder value, Rand seeks investments that promise transformative impact while ensuring alignment with long-term strategic goals.
Grounded in a multifaceted understanding of market dynamics, Spencer Rand navigates investment opportunities with a sharp focus on innovation and operational excellence. His approach involves fostering sustainable growth by identifying industries poised for disruption. Drawing upon extensive leadership experience, he strategically engages with both emerging markets and established sectors, positioning his endeavors to capture competitive advantages. With an emphasis on collaboration and stakeholder value, Rand seeks investments that promise transformative impact while ensuring alignment with long-term strategic goals.
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:
109.51%
Gain +0.75%
Monthly
1.09%
Yearly
13.85%
Drawdown
19.93%
$258.31M
Equity
Holdings
$258.31M
Investment
$189.07M
$87.53M
Profit +$1.37M
Realized
$18.29M
Unrealized
$69.24M
Dividends
$20.18M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.37M
Win %
84%
This Week
Compared To Last Week
Gain
0.53%
Profit
$1.37M
Win %
84%
This Month
Compared to last month
Gain
-1.22%
Profit
-$3.18M
Win %
84%
This Year
Compared to last year
Gain
-1.28%
Profit
-$3.36M
Win %
81%
LITE Lumentum Holdings Inc.
+9.9%
+$16,547.37 
TSEM Tower Semiconductor Ltd.
+8.96%
+$14,154.43 
FIX Comfort Systems USA Inc.
+8.44%
+$22,250.54 
NOK Nokia Corporation Sponsored ADR
+7%
+$14,076.72 
TSLA Tesla, Inc.
+6.25%
+$63,321.6 
TEVJF Teva Pharmaceutical Industries Ltd.
+5.35%
+$21,393.9 
INTC Intel Corporation
+5.03%
+$24,388.97 
GEV GE Vernova Inc.
+5.02%
+$14,124.3 
WDC Western Digital Corp.
+5.02%
+$20,556.66 
STX Seagate Technology Holdings plc
+4.99%
+$15,441.95 
HWM Howmet Aerospace Inc.
+4.54%
+$13,748.15 
ADI Analog Devices, Inc.
+4.12%
+$11,856.95 
CLS Celestica Inc.
+4.04%
+$11,613.54 
LMT Lockheed Martin Corporation
+3.95%
+$14,250.4 
PWR Quanta Services, Inc.
+3.9%
+$8,873.28 
LRCX Lam Research Corp.
+3.75%
+$25,851.35 
AMAT Applied Materials Inc.
+3.59%
+$22,124.38 
MU Micron Technology Inc.
+3.45%
+$51,328.22 
ANET Arista Networks Inc.
+3.44%
+$13,372.15 
CSCO Cisco Systems, Inc.
+3.43%
+$16,990.75 
DELL Dell Technologies Inc. Class C Common Stock
+3.34%
+$12,044.08 
KLAC KLA Corporation
+3.17%
+$16,952.27 
RTX RTX Corporation
+3.03%
+$8,895.43 
TXN Texas Instruments Inc.
+3.01%
+$9,082.3 
GLW Corning Incorporated
+2.98%
+$7,315.84 
MS Morgan Stanley Common Stock
+2.89%
+$14,576.49 
DB Deutsche Bank AG
+2.84%
+$7,105.66 
BCS Barclays PLC Sponsored ADR
+2.74%
+$9,057.68 
MPC Marathon Petroleum Corp.
+2.72%
+$16,826.71 
AMD Advanced Micro Devices Inc.
+2.67%
+$25,415.02 
APH Amphenol Corp. Class A Common Stock
+2.66%
+$5,923.8 
MRVL Marvell Technology Inc.
+2.65%
+$6,411.48 
EME EMCOR Group, Inc.
+2.65%
+$6,524.61 
PANW Palo Alto Networks, Inc.
+2.64%
+$8,341.51 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.58%
+$5,978.23 
TT Trane Technologies plc
+2.58%
+$6,761.41 
PH Parker-Hannifin Corporation
+2.54%
+$8,870.4 
AVGO Broadcom Inc.
+2.51%
+$60,772.53 
GS The Goldman Sachs Group, Inc.
+2.49%
+$14,512.15 
FLEX Flex Ltd.
+2.48%
+$3,743 
RCL Royal Caribbean Cruises Ltd.
+2.43%
+$5,369.27 
SNDK Sandisk Corp.
+2.4%
+$7,366.84 
NVDA NVIDIA Corporation
+2.32%
+$187,111.02 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
+2.31%
+$14,283 
ETN Eaton Corporation plc
+2.2%
+$6,923.55 
BNY Bank of New York Mellon Corp.
+2.16%
+$6,180.72 
NWG NatWest Group plc Sponsored ADR
+2.14%
+$4,566.24 
FTNT Fortinet, Inc.
+2.08%
+$5,816.25 
ING ING Groep N.V. Sponsored ADR
+1.95%
+$8,945.98 
LYG Lloyds Banking Group plc ADR
+1.88%
+$5,479.1 
VST Vistra Corp.
+1.85%
+$3,983.2 
URI United Rentals Inc.
+1.83%
+$6,979.9 
NVS Novartis AG Sponsored ADR
+1.81%
+$21,667.92 
PM Philip Morris International Inc.
+1.75%
+$7,137.05 
GILD Gilead Sciences Inc.
+1.68%
+$5,795.46 
ASML ASML Holding N.V. NY Registered Shares
+1.67%
+$38,603.99 
VLO Valero Energy Corporation
+1.47%
+$4,059.44 
QCOM QUALCOMM Incorporated
+1.39%
+$3,356.99 
CMI Cummins Inc.
+1.34%
+$3,361.37 
CM Canadian Imperial Bank of Commerce
+1.31%
+$5,475.76 
FTI TechnipFMC plc
+1.27%
+$3,771.82 
CAT Caterpillar Inc.
+1.24%
+$9,397.56 
AEM Agnico Eagle Mines Limited
+1.16%
+$4,916.6 
C Citigroup Inc.
+1.14%
+$3,005.64 
MSFT Microsoft Corporation Common Stock
+1.13%
+$60,193.25 
BLK BlackRock, Inc.
+1.11%
+$3,188.09 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.1%
+$4,524.45 
TTE TotalEnergies SE
+1.06%
+$2,997.36 
BMO Bank of Montreal
+1.02%
+$5,053.36 
AMP Ameriprise Financial Inc.
+1%
+$2,662.66 
CAH Cardinal Health, Inc.
+0.99%
+$2,430.47 
JPM JPMorgan Chase & Co.
+0.98%
+$22,629.82 
GWW W.W. Grainger Inc.
+0.94%
+$2,409.2 
COF Capital One Financial Corp.
+0.93%
+$3,409.01 
HSBC HSBC Holdings plc Sponsored ADR
+0.93%
+$8,703.24 
CSX CSX Corporation
+0.92%
+$2,167.36 
MFC Manulife Financial Corporation
+0.84%
+$2,152.29 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.84%
+$1,885.21 
WFC Wells Fargo & Company
+0.81%
+$2,162.76 
DFAS Dimensional U.S. Small Cap ETF
+0.8%
+$2,933.91 
GE General Electric Company
+0.79%
+$2,942.51 
TRGP Targa Resources Corp.
+0.78%
+$2,785.97 
TM Toyota Motor Corporation Sponsored ADR
+0.78%
+$5,073.48 
VTI Vanguard Total Stock Market ETF
+0.78%
+$20,308.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.76%
+$3,167.61 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.73%
+$7,476.95 
SCHB Schwab U.S. Broad Market ETF
+0.72%
+$85,695.96 
BNS Bank of Nova Scotia
+0.71%
+$2,599.08 
AFL Aflac Incorporated
+0.7%
+$1,907.4 
DHR Danaher Corp.
+0.7%
+$1,588.95 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,466.74 
UNP Union Pacific Corp.
+0.69%
+$1,672.32 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$7,210.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.67%
+$47,349.6 
DFSI Dimensional International Sustainability Core 1 ETF
+0.67%
+$118,371 
DFAT Dimensional U.S. Targeted Value ETF
+0.65%
+$2,921.85 
ESGV Vanguard ESG U.S. Stock ETF
+0.65%
+$2,971.92 
JNJ Johnson & Johnson
+0.64%
+$6,407.3 
VEA Vanguard FTSE Developed Markets ETF
+0.64%
+$11,371.98 
UBS UBS Group AG
+0.62%
+$2,542.43 
TAK Takeda Pharmaceutical Co Ltd ADR
+0.62%
+$1,456 
TMO Thermo Fisher Scientific Inc.
+0.62%
+$2,283.83 
SCHF Schwab International Equity ETF
+0.62%
+$34,242.29 
BAC Bank of America Corporation
+0.61%
+$3,118.91 
GSK GSK plc ADR
+0.61%
+$1,940.91 
AMZN Amazon.com Inc
+0.59%
+$19,805.31 
DFUV Dimensional US Marketwide Value ETF
+0.59%
+$1,391.28 
DFAI Dimensional International Core Equity Market ETF
+0.58%
+$3,069.36 
DFSU Dimensional US Sustainability Core 1 ETF
+0.58%
+$123,644.12 
MCD McDonald's Corporation
+0.58%
+$1,886.16 
GM General Motors Co.
+0.57%
+$1,195.4 
VT Vanguard Total World Stock ETF
+0.56%
+$1,435.3 
DFIC Dimensional International Core Equity 2 ETF
+0.56%
+$18,329.01 
TD Toronto-Dominion Bank
+0.53%
+$2,700.06 
NMR Nomura Holdings, Inc. Sponsored ADR
+0.5%
+$607.82 
AMGN Amgen Inc. Common Stock
+0.49%
+$1,831.83 
RY Royal Bank of Canada
+0.48%
+$6,724.12 
VTV Vanguard Morningstar Value ETF
+0.47%
+$991.89 
F Ford Motor Co.
+0.43%
+$532.2 
LLY Eli Lilly and Company
+0.43%
+$6,033.46 
TRV The Travelers Companies, Inc.
+0.43%
+$1,727.1 
WMT Walmart Inc.
+0.42%
+$4,527.78 
NEM Newmont Corporation
+0.42%
+$922.76 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
+0.4%
+$3,664.52 
XOM ExxonMobil Holdings Corporation
+0.39%
+$1,339.75 
T AT&T Inc.
+0.36%
+$1,139.1 
SHW The Sherwin-Williams Company
+0.3%
+$696.29 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
+0.29%
+$1,708.35 
SHOP Shopify Inc.
+0.24%
+$622.81 
IWS iShares Russell Mid-Cap Value ETF
+0.23%
+$2,829.78 
LIN Linde plc
+0.22%
+$566.72 
ABBV AbbVie Inc.
+0.21%
+$1,908.05 
PGR The Progressive Corporation
+0.17%
+$454.09 
JCPB JPMorgan Core Plus Bond ETF
+0.15%
+$1,846.74 
AXP American Express Company
+0.13%
+$537.6 
COST Costco Wholesale Corp
+0.13%
+$1,329.8 
WMB The Williams Companies, Inc.
+0.1%
+$231.63 
ORCL Oracle Corporation
+0.07%
+$412.2 
BNDX Vanguard Total International Bond ETF
+0.05%
+$127.78 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$82.01 
TWLO Twilio Inc. Class A Common Stock
+0.01%
+$30.11 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$46.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,580.2 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
NFLX Netflix Inc.
-4.16%
-$18,445.68 
SAN Banco Santander, S.A. Sponsored ADR
-3.23%
-$27,183.33 
MRK Merck & Co., Inc.
-3.12%
-$13,756.2 
VZ Verizon Communications Inc.
-2.91%
-$15,723.5 
BKNG Booking Holdings Inc.
-2.68%
-$8,084.12 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-2.11%
-$9,702.78 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.02%
-$5,090.4 
CRM Salesforce, Inc.
-1.74%
-$4,302.73 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$15,042.57 
UNH UnitedHealth Group Inc.
-1.64%
-$7,227.24 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.44%
-$3,686.67 
DE Deere & Company
-1.26%
-$4,395.6 
RELX RELX PLC American Depositary Receipt
-1.17%
-$3,491.72 
AAPL Apple Inc.
-1.16%
-$100,947.88 
V Visa Inc. Class A
-1.06%
-$12,464.55 
PFE Pfizer Inc.
-0.87%
-$2,050.11 
MCK McKesson Corporation
-0.78%
-$2,552.58 
PG The Procter & Gamble Company
-0.7%
-$2,119.05 
UL Unilever PLC Sponsored ADR
-0.66%
-$1,692.59 
SCHW The Charles Schwab Corporation
-0.56%
-$1,228.16 
HD The Home Depot, Inc.
-0.55%
-$2,731.09 
GOOG Alphabet Inc
-0.49%
-$12,534.88 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-0.47%
-$2,227.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$3,033.94 
IBM International Business Machines Corporation
-0.42%
-$2,313.4 
SONY Sony Group Corp. Sponsored ADR
-0.42%
-$3,813.59 
IEMG iShares Core MSCI Emerging Markets ETF
-0.42%
-$4,646.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.42%
-$4,581.95 
TJX The TJX Companies, Inc.
-0.4%
-$1,476.59 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.38%
-$67,104.1 
GOOGL Alphabet Inc
-0.37%
-$11,908.7 
BMY Bristol-Myers Squibb Company
-0.37%
-$971.52 
SAP SAP SE Sponsored ADR
-0.34%
-$1,415.32 
STLD Steel Dynamics, Inc.
-0.26%
-$572.04 
AZN AstraZeneca PLC American Depositary Shares
-0.19%
-$1,288.36 
META Meta Platforms Inc Class A
-0.06%
-$2,367.75 
DFIP Dimensional Inflation-Protected Securities ETF
-0.05%
-$4,708.88 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$6,917.93 Events
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Dividends
Dividend Analysis
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| Trades 2964 | Longs Won 2041/2964 68% | Profit Factor 7.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $180,604.8 |
| Average Win $49,540.31 | Best Trade (Oct 23) $5M | Sharpe Ratio -10.7 |
| Average Loss -$14,717.6 | Worst Trade (Jun 30) -$988,961.4 | Z-Score 15.87 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 2d | Expectancy $29,530.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,018 | $3.94M | $8.6M | - | $4.66M | 118.39% | -1.16% |
| ABBV AbbVie Inc. | 3,128 | $446,639.9 | $895,390 | - | $448,750.1 | 100.47% | +0.214% |
| ADI Analog Devices, Inc. | 736 | $199,823.05 | $299,684.48 | - | $99,861.43 | 49.97% | +4.119% |
| AEM Agnico Eagle Mines Limited | 2,440 | $264,520.4 | $429,330.2 | - | $164,809.8 | 62.31% | +1.158% |
| AFL Aflac Incorporated | 2,244 | $158,928.25 | $272,331.84 | - | $113,403.59 | 71.36% | +0.705% |
| AMAT Applied Materials Inc. | 1,634 | $213,246.66 | $638,534.52 | - | $425,287.86 | 199.43% | +3.589% |
| AMD Advanced Micro Devices Inc. | 1,839 | $190,001.83 | $975,791.79 | - | $785,789.96 | 413.57% | +2.674% |
| AMGN Amgen Inc. Common Stock | 856 | $205,590.86 | $377,838.4 | - | $172,247.54 | 83.78% | +0.487% |
| AMP Ameriprise Financial Inc. | 539 | $181,123.8 | $267,953.07 | - | $86,829.27 | 47.94% | +1.004% |
| AMZN Amazon.com Inc | 13,473 | $2.27M | $3.36M | - | $1.09M | 47.79% | +0.593% |
| ANET Arista Networks Inc. | 2,255 | $231,032.91 | $402,066.5 | - | $171,033.59 | 74.03% | +3.44% |
| APH Amphenol Corp. Class A Common Stock | 3,007 | $101,538.77 | $228,712.42 | - | $127,173.65 | 125.25% | +2.659% |
| ASML ASML Holding N.V. NY Registered Shares | 1,474 | $782,296.8 | $2.36M | - | $1.57M | 201.09% | +1.666% |
| AVGO Broadcom Inc. | 7,526 | $472,793.09 | $2.48M | - | $2.01M | 424.91% | +2.51% |
| AXP American Express Company | 1,280 | $186,679.38 | $401,459.2 | - | $214,779.82 | 115.05% | +0.134% |
| AZN AstraZeneca PLC American Depositary Shares | 4,026 | $793,302.77 | $689,130.42 | - | -$104,172.35 | -13.13% | -0.187% |
| BAC Bank of America Corporation | 10,061 | $375,206.96 | $511,803.07 | - | $136,596.11 | 36.41% | +0.613% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR | 24,840 | $331,455.08 | $632,302.2 | - | $300,847.12 | 90.77% | +2.311% |
| BCS Barclays PLC Sponsored ADR | 15,223 | $107,269.54 | $340,005.7 | - | $232,736.16 | 216.96% | +2.737% |
| BKNG Booking Holdings Inc. | 1,934 | $216,050.15 | $293,291.1 | - | $77,240.95 | 35.75% | -2.682% |
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FAQ
Which stocks have generated the highest profits for Spencer Rand?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $5.03M, Vanguard Short-Term Treasury ETF - $3.52M, Dimensional International Core Equity 2 ETF - $2.43M, Dimensional Emerging Markets Sustainability Core 1 ETF - $2.08M, and iShares 0-3 Month Treasury Bond ETF - $1.79M. 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: Snap Inc. Class A Common Stock - $437,100.9, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $336,961.32, iShares Core MSCI Emerging Markets ETF - $335,341.09, Vanguard ESG International Stock ETF - $285,875.15, and Nike, Inc. Class B Common Stock - $155,705.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Spencer Rand's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.18M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury ETF - $3.86M, Dimensional Inflation-Protected Securities ETF - $1.82M, iShares 0-3 Month Treasury Bond ETF - $1.78M, Dimensional Emerging Markets Sustainability Core 1 ETF - $1.04M, and Dimensional International Sustainability Core 1 ETF - $656,838.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Spencer Rand's monthly returns?
Spencer Rand'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 Spencer Rand's strategy be considered aggressive or moderate?
Spencer Rand'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 Spencer Rand's strategy?
Spencer Rand'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.
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