SR
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:
35.16%
Gain +2.77%
Monthly
0.52%
Yearly
6.48%
Drawdown
12.67%
$312.38M
Equity
Holdings
$312.38M
Investment
$218.42M
$98.58M
Profit +$10.14M
Realized
$4.62M
Unrealized
$93.96M
Dividends
$17.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.77%
Profit
$10.14M
Win %
79%
This Week
Compared To Last Week
Gain
2.67%
Profit
$8.12M
Win %
79%
This Month
Compared to last month
Gain
2.53%
Profit
$7.7M
Win %
79%
This Year
Compared to last year
Gain
10.78%
Profit
$30.39M
Win %
79%
INTC Intel Corporation
+6.48%
+$43,024.08 
NOK Nokia Corporation Sponsored ADR
+4.9%
+$17,040.24 
AMD Advanced Micro Devices, Inc.
+4.75%
+$45,945.88 
ANET Arista Networks, Inc.
+4.37%
+$16,600.7 
QCOM QUALCOMM Incorporated
+4.28%
+$15,814.94 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$12,882.52 
GEV GE Vernova Inc.
+3.65%
+$12,261.81 
DB Deutsche Bank AG
+3.43%
+$8,872.05 
AEM Agnico Eagle Mines Limited
+3.15%
+$12,126.82 
BCS Barclays PLC Sponsored ADR
+2.87%
+$10,808.33 
SCHW Charles Schwab Corporation
+2.73%
+$6,221.82 
NEM Newmont Corporation
+2.69%
+$5,762.33 
AMAT Applied Materials, Inc.
+2.63%
+$25,235.74 
GS The Goldman Sachs Group, Inc.
+2.61%
+$18,976.06 
UAL United Airlines Holdings, Inc.
+2.59%
+$5,267.68 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.54%
+$14,765.02 
T AT&T Inc.
+2.48%
+$9,607.92 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$19,521.01 
VZ Verizon Communications Inc.
+2.46%
+$14,871.78 
JPM JPMorgan Chase & Co.
+2.3%
+$53,666.33 
RCL Royal Caribbean Group
+2.23%
+$5,484.8 
AXP American Express Company
+2.18%
+$9,625.76 
HSBC HSBC Holdings plc Sponsored ADR
+2.12%
+$19,893.12 
NWG NatWest Group plc Sponsored ADR
+2.1%
+$4,312.56 
PM Philip Morris International Inc.
+2.01%
+$7,593.96 
AMP Ameriprise Financial, Inc.
+1.91%
+$4,859.11 
CLS Celestica Inc.
+1.9%
+$8,099.66 
TSLA Tesla, Inc.
+1.88%
+$36,189.16 
FIX Comfort Systems USA, Inc.
+1.87%
+$8,252.66 
RELX Relx PLC Sponsored ADR
+1.87%
+$5,862.1 
ING ING Groep N.V. Sponsored ADR
+1.79%
+$7,647.37 
TMUS T-Mobile US, Inc.
+1.78%
+$3,853.62 
LYG Lloyds Banking Group Plc ADR
+1.66%
+$4,931.19 
UNP Union Pacific Corporation
+1.65%
+$4,910.62 
WFC Wells Fargo & Company
+1.64%
+$4,795.2 
ACN Accenture plc Class A
+1.63%
+$2,648.1 
UBS UBS Group AG
+1.62%
+$6,838.26 
LIN Linde plc
+1.58%
+$4,504.02 
MFG Mizuho Financial Group Inc. ADR
+1.58%
+$7,423.8 
BLK BlackRock, Inc.
+1.56%
+$4,274.09 
BNS Bank of Nova Scotia
+1.54%
+$5,020.95 
DE Deere & Company
+1.53%
+$5,005.27 
BAC Bank of America Corporation
+1.52%
+$9,840.6 
COF Capital One Financial Corporation
+1.49%
+$5,368.52 
CAT Caterpillar Inc.
+1.48%
+$15,651 
CM Canadian Imperial Bank of Commerce
+1.47%
+$6,027 
EME EMCOR Group, Inc.
+1.4%
+$4,657.59 
SPGI S&P Global Inc.
+1.37%
+$2,817.28 
ADI Analog Devices, Inc.
+1.35%
+$4,327.89 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$4,013.84 
ABBV AbbVie Inc.
+1.3%
+$10,677.65 
MFC Manulife Financial Corporation
+1.28%
+$2,966.67 
C Citigroup Inc.
+1.27%
+$4,166.73 
CAH Cardinal Health Inc.
+1.21%
+$2,792.82 
LRCX Lam Research Corporation
+1.19%
+$13,895 
TRGP Targa Resources Corp.
+1.18%
+$3,907.75 
AFL Aflac Inc.
+1.16%
+$3,227.85 
VST Vistra Corp
+1.14%
+$2,579.09 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$12,970.46 
HOOD Robinhood Markets, Inc.
+1.08%
+$2,736 
UL Unilever PLC Sponsored American Depositary Receipt
+1.08%
+$2,451.33 
JNJ Johnson & Johnson
+1.07%
+$10,755.9 
BMO Bank of Montreal
+1.05%
+$5,126.78 
V Visa Inc. Class A
+1.05%
+$10,213.76 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.03%
+$2,717.37 
MPC Marathon Petroleum Corporation
+1.03%
+$3,709.12 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$22,125.6 
ORLY O'Reilly Automotive Inc.
+1%
+$2,009.7 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$6,134.86 
APH Amphenol Corporation
+0.95%
+$2,338.83 
HIG The Hartford Insurance Group, Inc.
+0.91%
+$2,012.42 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$4,042.17 
KR Kroger Co.
+0.91%
+$1,953.44 
DFAR Dimensional US Real Estate ETF
+0.87%
+$4,194.97 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.86%
+$4,662.8 
PG Procter & Gamble Co
+0.85%
+$2,748.45 
GE General Electric Company
+0.81%
+$3,404.69 
BKNG Booking Holdings Inc.
+0.81%
+$2,772 
GM General Motors Company
+0.79%
+$1,873.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$6,075.71 
BUD Anheuser-Busch InBev S.A. ADR
+0.75%
+$2,063.98 
HD The Home Depot, Inc.
+0.73%
+$4,053.42 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,140.32 
COST Costco Wholesale Corporation
+0.72%
+$9,639.21 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,897.91 
MA Mastercard Incorporated
+0.7%
+$5,342.62 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,867.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$112,547.1 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$3,434.2 
MS Morgan Stanley
+0.66%
+$4,124.4 
WMB The Williams Companies, Inc.
+0.65%
+$1,624.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$2,623 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$7,337.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$16,564.02 
CMI Cummins Inc.
+0.59%
+$1,977.57 
DFIV Dimensional International Value ETF
+0.58%
+$3,278.28 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$2,527.81 
GOOGL Alphabet Inc
+0.56%
+$20,566.1 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$116,965.04 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$9,762.72 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$57,393.28 
VT Vanguard Total World Stock ETF
+0.46%
+$3,715.92 
GOOG Alphabet Inc
+0.46%
+$15,024.04 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$92,141.91 
URI United Rentals, Inc.
+0.45%
+$1,795.64 
WMT Walmart Inc.
+0.45%
+$5,444.01 
PGR Progressive Corporation
+0.43%
+$1,111.45 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$3,740.46 
BN Brookfield Corporation
+0.4%
+$867.96 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$2,216.11 
BMY Bristol-Myers Squibb Company
+0.39%
+$856.9 
DFIC Dimensional International Core Equity Market ETF
+0.38%
+$34,254.51 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.37%
+$3,233.4 
SAP SAP SE Sponsored ADR
+0.36%
+$1,018.34 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$15,070.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$7,688.25 
AMGN Amgen Inc.
+0.34%
+$1,069.94 
NMR Nomura Holdings Inc. Sponsored ADR
+0.34%
+$405.21 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$622.45 
GSK GSK plc Sponsored ADR
+0.32%
+$1,064.37 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$54,641.86 
WM Waste Management, Inc.
+0.29%
+$600.97 
XOM Exxon Mobil Corporation
+0.29%
+$1,089.67 
SCHF Schwab International Equity ETF
+0.29%
+$16,751.12 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.28%
+$524.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$2,684.4 
TRV The Travelers Companies, Inc.
+0.21%
+$684.19 
BNDX Vanguard Total International Bond ETF
+0.19%
+$444.6 
NVDA NVIDIA Corporation
+0.18%
+$14,898.42 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.17%
+$633.48 
PFE Pfizer Inc.
+0.15%
+$359.52 
SHW The Sherwin-Williams Company
+0.14%
+$323.54 
GWW W.W. Grainger, Inc.
+0.14%
+$384.81 
RY Royal Bank of Canada
+0.14%
+$1,951.04 
MSFT Microsoft Corp.
+0.13%
+$5,908.76 
PH Parker-Hannifin Corporation
+0.12%
+$474.1 
CB Chubb Limited
+0.11%
+$226.46 
ENB Enbridge Inc.
+0.11%
+$423.3 
TM Toyota Motor Corporation
+0.07%
+$422.05 
TJX The TJX Companies, Inc.
+0.06%
+$260.77 
ORCL Oracle Corporation
+0.05%
+$454.36 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$136.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$6,420.72 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$62 
MCD McDonald's Corporation
+0.01%
+$27.91 
HWM Howmet Aerospace Inc.
+0.01%
+$26.58 
AZN
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
KLAC KLA Corporation
-89.44%
-$84.77M 
ADBE Adobe Inc.
-6.71%
-$8,432.06 
CTAS Cintas Corporation
-3.09%
-$6,007.78 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.88%
-$24,896.54 
LLY Eli Lilly and Company
-2.41%
-$33,909.35 
PLTR Palantir Technologies Inc.
-2.35%
-$6,286.28 
SHOP Shopify Inc.
-1.96%
-$3,296.23 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$53,646.2 
ABT Abbott Laboratories
-1.68%
-$3,371.83 
LMT Lockheed Martin Corporation
-1.54%
-$5,010.84 
AAPL Apple Inc.
-1.52%
-$129,681 
MU Micron Technology, Inc.
-1.42%
-$23,930.1 
MRK Merck & Co., Inc.
-1.41%
-$5,259.93 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,588.74 
AMZN Amazon.com Inc
-1.21%
-$41,336.3 
NFLX Netflix, Inc.
-1.14%
-$6,777.84 
IBM International Business Machines Corporation
-0.97%
-$6,242.48 
AVGO Broadcom Inc.
-0.94%
-$29,651.5 
CSCO Cisco Systems, Inc.
-0.6%
-$4,496.07 
NVS Novartis AG Sponsored ADR
-0.57%
-$6,959.04 
ETN Eaton Corporation plc
-0.55%
-$1,970.73 
ISRG Intuitive Surgical, Inc.
-0.45%
-$796.72 
TT Trane Technologies plc
-0.42%
-$1,247.43 
DHR Danaher Corporation
-0.36%
-$682.49 
MCK McKesson Corporation
-0.36%
-$1,310.4 
RTX RTX Corporation
-0.34%
-$897.76 
DIS The Walt Disney Company
-0.3%
-$709.74 
DHI D.R. Horton, Inc.
-0.26%
-$633.81 
CRM Salesforce Inc
-0.25%
-$455.92 
META Meta Platforms Inc Class A
-0.23%
-$7,585.44 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$565 
GILD Gilead Sciences Inc.
-0.21%
-$618.54 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$395.29 
DFCF Dimensional Core Fixed Income ETF
-0.12%
-$796.15 
LOW Lowe's Companies Inc.
-0.12%
-$267.54 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,171.62 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$298.48 
INTU Intuit Inc.
-0.1%
-$91 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$153.95 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$192.4 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$11,053.1 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$847.95 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$45.63 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$1,297.6 Events
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Dividends
Dividend Analysis
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| Trades 2510 | Longs Won 1661/2510 66% | Profit Factor 11.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,712.14 |
| Average Win $65,149.52 | Best Trade (Jun 12) $9.41M | Sharpe Ratio -7 |
| Average Loss -$11,343.06 | Worst Trade (Jun 30) -$988,961.4 | Z-Score 5.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 2d | Expectancy $39,276.13 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
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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