DPG
David P. Gately Portfolio
Invests via Wilkins Investment Counsel Inc | Managed by David P. Gately
Invests via Wilkins Investment Counsel Inc
Managed by David P. Gately
Automatically Tracked
David P. Gately Profile
David P. Gately is a seasoned entrepreneur and investor with extensive experience in the technology sector. His career trajectory has included founding several startups that achieved significant market presence, positioning him as an influential figure in business innovation. Leveraging his robust technical background and strategic insights, he has played key roles in driving growth and product development for emerging companies. Through mentorship and capital contributions, he actively engages in fostering new ventures within the tech landscape. Gately's leadership style emphasizes collaboration, often partnering with other innovators to enhance operational efficiency while exploring new opportunities within evolving markets.
David P. Gately is a seasoned entrepreneur and investor with extensive experience in the technology sector. His career trajectory has included founding several startups that achieved significant market presence, positioning him as an influential figure in business innovation. Leveraging his robust technical background and strategic insights, he has played key roles in driving growth and product development for emerging companies. Through mentorship and capital contributions, he actively engages in fostering new ventures within the tech landscape. Gately's leadership style emphasizes collaboration, often partnering with other innovators to enhance operational efficiency while exploring new opportunities within evolving markets.
Investment Philosophy & Strategy
In the fast-paced realm of technology, David P. Gately stands out for his proactive approach to identifying disruptive innovations. His entrepreneurial ventures are marked by a keen ability to align technical advancements with market needs, creating substantial growth pathways for startups. By emphasizing collaboration and mentorship, he nurtures budding entrepreneurs while fostering strategic partnerships that amplify competitive advantage. His focus on operational efficiency not only enhances project execution but also drives sustainable business models in the tech landscape. Through these initiatives, he continually seeks transformative opportunities that challenge conventional norms and elevate industry standards.
In the fast-paced realm of technology, David P. Gately stands out for his proactive approach to identifying disruptive innovations. His entrepreneurial ventures are marked by a keen ability to align technical advancements with market needs, creating substantial growth pathways for startups. By emphasizing collaboration and mentorship, he nurtures budding entrepreneurs while fostering strategic partnerships that amplify competitive advantage. His focus on operational efficiency not only enhances project execution but also drives sustainable business models in the tech landscape. Through these initiatives, he continually seeks transformative opportunities that challenge conventional norms and elevate industry standards.
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:
0.18%
Gain +0.01%
Monthly
-0.05%
Yearly
-0.64%
Drawdown
13.28%
$33.34B
Equity
Holdings
$33.34B
Investment
$38.36B
-$5.02B
Profit +$2.68M
Realized
$0
Unrealized
-$5.02B
Dividends
$75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$2.68M
Win %
79%
This Week
Compared To Last Week
Gain
0.02%
Profit
$5.55M
Win %
79%
This Month
Compared to last month
Gain
0.04%
Profit
$12.04M
Win %
79%
This Year
Compared to last year
Gain
0.07%
Profit
$23.36M
Win %
79%
FNMA Fannie Mae
+13.33%
+$2,100 
SMG Scotts Miracle-Gro Co.
+9.15%
+$390,845 
HD The Home Depot, Inc.
+4.32%
+$667,985.48 
NEM Newmont Corporation
+3.69%
+$273,362 
LLY Eli Lilly and Company
+3.6%
+$551,362.5 
JOE The St. Joe Company
+2.79%
+$7,636 
IBM International Business Machines Corporation
+2.73%
+$51,194.25 
WY Weyerhaeuser Company
+2.54%
+$10,237.44 
DD DuPont de Nemours, Inc.
+2.4%
+$11,989.9 
GIS General Mills, Inc.
+2.37%
+$6,384 
HTLD Heartland Express Inc.
+2.25%
+$13,063.4 
BMY Bristol-Myers Squibb Company
+2.21%
+$10,651.61 
AIG American International Group Inc.
+2.19%
+$507.06 
ADP Automatic Data Processing Inc.
+1.9%
+$417,059.44 
NTRS Northern Trust Corporation
+1.71%
+$180,141.9 
DOW Dow Inc.
+1.63%
+$35,221.25 
GE General Electric Company
+1.62%
+$42,547.24 
WMT Walmart Inc.
+1.47%
+$32,257.44 
SYY Sysco Corporation
+1.45%
+$8,161.92 
CLX The Clorox Company
+1.44%
+$82,429.3 
APC Arko Petroleum Corp.
+1.32%
+$3,423 
MDT Medtronic plc
+1.32%
+$7,254 
MSFT Microsoft Corp.
+1.08%
+$60,662.5 
AMT American Tower Corporation
+1.08%
+$225,540.97 
C Citigroup Inc.
+0.79%
+$905.47 
IFF International Flavors & Fragrances Inc.
+0.77%
+$66,360.75 
PFE Pfizer Inc.
+0.74%
+$6,135.42 
EMR Emerson Electric Co.
+0.67%
+$44,280 
HIG The Hartford Insurance Group, Inc.
+0.65%
+$33,052 
BAC Bank of America Corporation
+0.56%
+$6,265.74 
MMM 3M Company
+0.52%
+$24,541.44 
PG Procter & Gamble Co
+0.34%
+$11,797.8 
KO The Coca-Cola Company
+0.12%
+$1,897.5 
JPM JPMorgan Chase & Co.
+0.09%
+$8,291.97 BR
BR
0%
$0 BLS
BLS
0%
$0 PD
PD
0%
$0 SBC
SBC
0%
$0 SPLS
SPLS
0%
$0 WYE
WYE
0%
$0 WB
WB
0%
$0 NCC
NCC
0%
$0 RD
RD
0%
$0 TWX
TWX
0%
$0 STR
STR
0%
$0 MHS
MHS
0%
$0 EDS
EDS
0%
$0 MHFI
MHFI
0%
$0 WAG
WAG
0%
$0 FPL
FPL
0%
$0 PGN
PGN
0%
$0 FRX
FRX
0%
$0 SIAL
SIAL
0%
$0 TE
TE
0%
$0 G
G
0%
$0 ISSX
ISSX
0%
$0 CB
CB
0%
$0 HCP
HCP
0%
$0 
AFFX Affymetrix, Inc.
0%
$0 
SUNW Sunworks Inc
-40.48%
-$2.5 
HUBB Hubbell Inc.
-1.8%
-$59,640 
GLW Corning Incorporated
-1.77%
-$27,050 
MRK Merck & Co., Inc.
-1.37%
-$202,377.14 
XOM Exxon Mobil Corporation
-1.29%
-$182,575.63 
CVX Chevron Corporation
-1.19%
-$18,054.77 
BP BP p.l.c. Sponsored ADR
-0.77%
-$25,323.37 
PEP PepsiCo, Inc.
-0.69%
-$45,448.74 
COP ConocoPhillips
-0.43%
-$11,294.12 
SLB Schlumberger Limited
-0.29%
-$3,294.4 
JNJ Johnson & Johnson
-0.2%
-$20,171.52 
CL Colgate-Palmolive Company
-0.15%
-$12,196.24 
BRK.B Berkshire Hathaway Inc.
-0.07%
-$4,692.75 
VZ Verizon Communications Inc.
-0.02%
-$259.78 Events
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Dividends
Dividend Analysis
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| Trades 73 | Longs Won 39/73 53% | Profit Factor 0.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462.85M |
| Average Win $4.45M | Best Trade (Oct 15) $19.65M | Sharpe Ratio -318.37 |
| Average Loss -$152.67M | Worst Trade (Oct 14) -$3.67B | Z-Score 0.51 (39.29%) |
| Commissions $0 | Avg. Trade Length 21y 9m 3w 2d | Expectancy -$68.73M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 218 | 197 | 175 | 153 | 131 | 109 | 87 | 66 | 44 | 22 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADP Automatic Data Processing Inc. | 78,394.78 | $2.74M | $22.39M | - | $19.65M | 717.24% | +1.898% |
| AFFX Affymetrix, Inc. | 24,400 | $891.82M | $891.82M | - | - | - | 0.0 |
| AIG American International Group Inc. | 299.15 | $347,699.05 | $23,670.24 | - | -$324,028.81 | -93.19% | +2.189% |
| AMT American Tower Corporation | 116,860 | $2.15M | $21.19M | - | $19.04M | 885.49% | +1.076% |
| APC Arko Petroleum Corp. | 16,300 | $528,201.5 | $261,778 | - | -$266,423.5 | -50.44% | +1.325% |
| BAC Bank of America Corporation | 21,606 | $1.02M | $1.12M | - | $101,332.14 | 9.98% | +0.564% |
| BLS BLS | 8,682 | $241.27M | $241.27M | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 8,131 | $208,316.22 | $492,657.29 | - | $284,341.07 | 136.49% | +2.21% |
| BP BP p.l.c. Sponsored ADR | 67,529 | $3.94M | $3.27M | - | -$672,926.49 | -17.06% | -0.768% |
| BR BR | 89,868 | $3.91B | $3.91B | - | - | - | 0.0 |
| BRK.B Berkshire Hathaway Inc. | 12,350 | $725,192 | $6.5M | - | $5.77M | 795.73% | -0.072% |
| C Citigroup Inc. | 943.2 | $454,433.76 | $116,230.54 | - | -$338,203.22 | -74.42% | +0.785% |
| CB CB | 42,647 | $3.28B | $3.28B | - | - | - | 0.0 |
| CL Colgate-Palmolive Company | 87,116 | $2.23M | $8.07M | - | $5.84M | 262.16% | -0.151% |
| CLX The Clorox Company | 67,565 | $3.98M | $5.82M | - | $1.84M | 46.26% | +1.436% |
| COP ConocoPhillips | 18,514.94 | $619,602.6 | $2.62M | - | $2M | 323.52% | -0.429% |
| CVX Chevron Corporation | 6,826 | $358,433.26 | $1.5M | - | $1.14M | 317.82% | -1.191% |
| DD DuPont de Nemours, Inc. | 3,880.23 | $343,861.86 | $510,521.51 | - | $166,659.65 | 48.47% | +2.405% |
| DOW Dow Inc. | 74,150 | $3.67B | $2.2M | - | -$3.67B | -99.94% | +1.627% |
| EDS EDS | 110,750 | $2.56B | $2.56B | - | - | - | 0.0 |
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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 David P. Gately?
The largest contributions to the portfolio's profits come from the following stocks: American Tower Corporation - $6.78M, Exxon Mobil Corporation - $4.69M, The Clorox Company - $4.65M, Automatic Data Processing Inc - $4.33M, and The Home Depot, Inc - $4.31M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does David P. Gately's portfolio generate?
The portfolio generates substantial dividend income, with a total of $75M earned over time. The largest contributors to dividend income include American Tower Corporation - $6.78M, Exxon Mobil Corporation - $4.69M, The Clorox Company - $4.65M, Automatic Data Processing Inc - $4.33M, and The Home Depot, Inc - $4.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David P. Gately's monthly returns?
David P. Gately's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David P. Gately's strategy be considered aggressive or moderate?
David P. Gately'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 David P. Gately's strategy?
David P. Gately'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.
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