ARS
Adelbert R. Sanchez Portfolio
Invests via Deprince Race & Zollo Inc | Managed by Adelbert R. Sanchez
Invests via Deprince Race & Zollo Inc
Managed by Adelbert R. Sanchez
Automatically Tracked
Adelbert R. Sanchez Profile
With a dynamic career in corporate strategy and operations, Adelbert R. Sanchez has significantly influenced the landscape of business growth and market innovation. He has held leadership roles that blend operational excellence with strategic insight, particularly within technology-driven environments. Sanchez's expertise extends to overseeing substantial product developments and implementing streamlined processes that enhance competitive positioning. Known for his ability to foster cross-functional teams, he drives initiatives that align with evolving market needs while addressing complex challenges head-on. His commitment to operational transformation positions him as a valuable contributor in investment discussions focused on high-potential ventures.
With a dynamic career in corporate strategy and operations, Adelbert R. Sanchez has significantly influenced the landscape of business growth and market innovation. He has held leadership roles that blend operational excellence with strategic insight, particularly within technology-driven environments. Sanchez's expertise extends to overseeing substantial product developments and implementing streamlined processes that enhance competitive positioning. Known for his ability to foster cross-functional teams, he drives initiatives that align with evolving market needs while addressing complex challenges head-on. His commitment to operational transformation positions him as a valuable contributor in investment discussions focused on high-potential ventures.
Investment Philosophy & Strategy
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:
-0.62%
Gain -0.06%
Monthly
-0.01%
Yearly
-0.08%
Drawdown
45.26%
$1.07T
Equity
Holdings
$1.07T
Investment
$1.09T
-$22.23B
Profit -$11.29M
Realized
-$45.04B
Unrealized
$22.8B
Dividends
$834.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$11.29M
Win %
73%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$196.41M
Win %
73%
This Month
Compared to last month
Gain
0.02%
Profit
$213.52M
Win %
73%
This Year
Compared to last year
Gain
61.67%
Profit
$1.26B
Win %
70%
LLY Eli Lilly and Company
+2,312.09%
+$4.17M 
PH Parker-Hannifin Corporation
+1,520.86%
+$932.82M 
MAR Marriott International Inc. - Class A
+1,013.34%
+$5.69M 
HD The Home Depot, Inc.
+964.3%
+$4.4M 
KWR Quaker Chemical Corporation
+904.81%
+$110.8M 
NOC Northrop Grumman Corporation
+767.68%
+$362.26M 
DD DuPont de Nemours, Inc.
+521.88%
+$28.16M 
SCCO Southern Copper Corporation
+365.63%
+$7.85M 
OSK Oshkosh Corporation
+360.79%
+$149.17M 
COP ConocoPhillips
+323.96%
+$19.26M SPAN
SPAN
+276.28%
+$577.85M 
RTX RTX Corporation
+257.6%
+$34.76M 
RELL Richardson Electronics, Ltd.
+253.72%
+$679,350 
GS The Goldman Sachs Group, Inc.
+243.97%
+$27.94M 
GPC Genuine Parts Company
+239.06%
+$55.61M 
ALOT Astronova Inc.
+235.15%
+$2.1M PMFG
PMFG
+234.99%
+$828.07M 
APD Air Products and Chemicals, Inc.
+230.5%
+$114.19M 
PNC The PNC Financial Services Group, Inc.
+217.69%
+$71.18M 
SYY Sysco Corporation
+213.3%
+$1.41M 
MCD McDonald's Corporation
+185.43%
+$1.74M 
BAP Credicorp Ltd.
+178.71%
+$10.16M 
IIIN Insteel Industries Inc.
+149.88%
+$1.78M 
ANDE The Andersons, Inc.
+147.37%
+$2.05M 
LYTS Lsi Industries Inc.
+147.02%
+$15.79M HRS
HRS
+143.65%
+$38.08B 
AIG American International Group Inc.
+142.78%
+$17,529.75 
SMBK SmartFinancial Inc.
+137.01%
+$3.74M 
WTI W&T Offshore Inc.
+136.81%
+$255,125.38 
EMR Emerson Electric Co.
+135.93%
+$115.79M 
MOV Movado Group Inc.
+134.03%
+$4.53M 
PEP PepsiCo, Inc.
+121.36%
+$687,896 
CSCO Cisco Systems, Inc.
+113.79%
+$941,440 
RCKY Rocky Brands Inc.
+112.03%
+$2.67M 
XOM Exxon Mobil Corporation
+111.38%
+$22.98M 
OGE Oge Energy Corp.
+110.83%
+$16M 2578
257870105
+105.45%
+$305.01M 
SFBS ServisFirst Bancshares Inc.
+100%
+$41.04M 
CTB Cooper Tire & Rubber Co
+97.8%
+$15.82B KEI
KEI
+94.71%
+$86.35M HOC
HOC
+92.82%
+$11.35B 
WTTR Select Water Solutions Inc.
+91.3%
+$34.33M 4193
419352109
+83.6%
+$7.51B 
TRGP Targa Resources Corp.
+77.33%
+$14.42M 6065
606592202
+75.87%
+$4.87B 
CX Cemex S.A.B. de C.V. Sponsored ADR
+74.75%
+$3.46M 3648
364802108
+72.6%
+$9.8B 6065
606592301
+72.48%
+$3.22B 
KMB Kimberly-Clark Corporation
+72.42%
+$21.85M 6293
629305103
+69.76%
+$4.51B 
VSH Vishay Intertechnology Inc.
+69.01%
+$41.51M 
TKR Timken Co.
+67.16%
+$28.04M 
GBCI Glacier Bancorp Inc.
+65.79%
+$35.36M 
NSSC Napco Security Technologies, Inc.
+64.2%
+$1.76M 
CG The Carlyle Group Inc.
+63.79%
+$10.15M 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+62.35%
+$3.09M MIL
MIL
+60.09%
+$3.65B 
OBK Origin Bancorp Inc.
+57.73%
+$2.08M BGC
BGC
+57.03%
+$8.24B 0654
065412108
+56.56%
+$3.08B 2928
292896107
+50.95%
+$152.26M 
NLY Annaly Capital Management, Inc.
+49.59%
+$1.33M 9344
934488107
+47.07%
+$128.11M 4984
49842P103
+43.87%
+$457.8M 
KFRC Kforce Inc.
+42.67%
+$8.18M 
WS Worthington Steel, Inc.
+42.2%
+$1.73M 
INDB Independent Bank Corp.
+40.93%
+$25.08M 
FCX Freeport-McMoRan Inc.
+38.4%
+$13.23M 
JOUT Johnson Outdoors Inc.
+37.14%
+$2.27M KRB
KRB
+35.53%
+$114.29M TIN
TIN
+35.4%
+$1.3B SUSQ
SUSQ
+34.29%
+$1.15B 
CVS CVS Health Corporation
+34.13%
+$300,258 
KMT Kennametal Inc.
+33.19%
+$3.73M 
GABC German American Bancorp Inc.
+30.35%
+$2.69M 
SPFI South Plains Financial Inc.
+30.34%
+$1.07M 
IPAR Inter Parfums, Inc.
+28.81%
+$8.72M 
IOSP Innospec Inc.
+28.4%
+$1.41M 
CFR Cullen/Frost Bankers Inc.
+28.13%
+$11.88M BOBE
BOBE
+26.08%
+$3.58B 8290
829060102
+24.84%
+$1.47B 
ELV Elevance Health, Inc.
+23.31%
+$8.46M 6040
604059105
+23.06%
+$6.34B 
MTSC MTS Systems Corp
+22.51%
+$302.97M SPF
SPF
+22.42%
+$1.38B 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+21.52%
+$1.25M 
SUP Superior Industries International, Inc.
+20.44%
+$1.09B 
HBAN Huntington Bancshares Incorporated
+20.32%
+$653,726.7 7169
716941109
+19.9%
+$1.76B WDHD
WDHD
+19.7%
+$44.52M 
HUBG Hub Group Inc.
+19.65%
+$6.56M PZZI
PZZI
+18.67%
+$47.6M 
IVT InvenTrust Properties Corp.
+18.04%
+$3.65M 
HFWA Heritage Financial Corporation
+17.78%
+$572,969.93 8660
866005101
+17.72%
+$3.44B 
FREDQ Fred's, Inc.
+17.58%
+$2.02B 8978
897844106
+16.84%
+$1.36B TSTY
TSTY
+16.74%
+$790.53M 4430
443051107
+16.67%
+$179.99M 3374
337477103
+16.52%
+$1.75B KMG
KMG
+16.25%
+$3.68B 3434
343496105
+16.13%
+$1.26B BNE
BNE
+15.3%
+$1.36B 
ACNT Ascent Industries Co.
+14.55%
+$41,340 ICOC
ICOC
+14.26%
+$277.09M 1976
197648108
+14.23%
+$1.49B 8731
873197107
+13.08%
+$22.18M 
FELE Franklin Electric Co., Inc.
+12.91%
+$513,092.3 
TTC The Toro Company
+12.34%
+$4.66M 
EXE Expand Energy Corporation
+11.37%
+$3.65M 5956
59563W104
+10.59%
+$52.02M BNI
BNI
+9.11%
+$1.31B 8871
887134104
+9.02%
+$15.89M HELX
HELX
+8.5%
+$1.68B 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+8.31%
+$5.99M CGC
CGC
+8.09%
+$112.9M TYC
TYC
+7.86%
+$20.14M 
AVY Avery Dennison Corporation
+6.07%
+$1.63M 2166
216669101
+5.96%
+$1.16B 
MGEE Mge Energy Inc.
+5.11%
+$1.09M CITZ
CITZ
+4.98%
+$70.77M 9009
900902107
+4.72%
+$11.87M BOW
BOW
+4.7%
+$319.32M 8816
881694103
+4.62%
+$579.06M 0266
026609107
+4.46%
+$10.75M 3026
30262K105
+4.43%
+$5.78M BOL
BOL
+4.17%
+$400.59M 
ABT Abbott Laboratories
+3.96%
+$1.13M SRR
SRR
+3.96%
+$484.7M 
COF Capital One Financial Corporation
+3.75%
+$928,895.53 PGL
PGL
+3.28%
+$270.6M 4219
421959107
+3.27%
+$496.6M HNZ
HNZ
+2.93%
+$420.97M 
MLKN MillerKnoll, Inc.
+2.83%
+$1.58M 7595
75952U103
+1.88%
+$158.79M 
MEI Methode Electronics Inc.
+1.83%
+$203,205.6 9292
929229102
+1.72%
+$4M 
HRB H&R Block Inc.
+1.51%
+$1.74M 
AKS AK Steel Holding Corp
+1.18%
+$23.05M 
WH Wyndham Hotels & Resorts, Inc.
+0.38%
+$277,692.11 
GPS Gap Inc-The
+0.29%
+$1,143 
FLS Flowserve Corporation
+0.27%
+$518,910 
ADI Analog Devices, Inc.
0%
-$0.73 
AIN Albany International Corp.
0%
$0 
AIZ Assurant Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ASO Academy Sports and Outdoors, Inc.
0%
$0 
ATEN A10 Networks, Inc.
0%
$0 
AXP American Express Company
0%
+$0.14 
BALL Ball Corp.
0%
$0 
BANR Banner Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BC Brunswick Corporation
0%
$0 
BLX Banco Latinoamericano de Comercio Exterior, S.A.
0%
$0 
BMA Banco Macro S.A. American Depositary Receipt
0%
$0 
BOH Bank of Hawaii Corporation
0%
$0 
BSAC Banco Santander-Chile ADR
0%
$0 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
0%
$0 
BYD Boyd Gaming Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CBU Community Bank System, Inc.
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
CHCT Community Healthcare Trust Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
COHU Cohu Inc.
0%
$0 
CPA Copa Holdings S.A.
0%
$0 
CVX Chevron Corporation
0%
+$1.41 
DLX Deluxe Corporation
0%
$0 
DTE DTE Energy Company
0%
+$1.88 
EBF Ennis Inc.
0%
$0 
EML The Eastern Company
0%
$0 
FAF First American Financial Corporation
0%
$0 
FBK FB Financial Corp
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FMBH First Mid Bancshares Inc.
0%
$0 
FSBC Five Star Bancorp
0%
$0 
GE General Electric Company
0%
-$0.02 
GEF Greif Inc.
0%
$0 
GM General Motors Company
0%
$0 
HBNC Horizon Bancorp, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLNE Hamilton Lane Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HUBB Hubbell Inc.
0%
-$5.5 
HY Hyster-Yale Materials Handling, Inc.
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IEX IDEX Corporation
0%
$0 
IMKTA Ingles Markets Inc.
0%
-$1.3 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
-$2.3 
KALU Kaiser Aluminum Corporation
0%
$0 
KBH KB Home
0%
$0 
KGS Kodiak Gas Services Inc.
0%
+$0.9 
KO The Coca-Cola Company
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LKQ LKQ Corporation
0%
$0 
LPX Louisiana-Pacific Corporation
0%
$0 
MAS Masco Corporation
0%
$0 
MATV Mativ Holdings Inc.
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MLR Miller Industries Inc.
0%
$0 
MMI Marcus & Millichap Inc.
0%
$0 
MNRO Monro, Inc.
0%
$0 
MPB Mid Penn Bancorp Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSM MSC Industrial Direct Co., Inc.
0%
$0 
MTCH Match Group, Inc.
0%
$0 
MUR Murphy Oil Corporation
0%
$0 
MYE Myers Industries Inc.
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NOG Northern Oil and Gas Inc.
0%
+$1.17 
NTAP NetApp, Inc.
0%
$0 
NTST Netstreit Corp.
0%
$0 
NX Quanex Building Products Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
-$0.53 
OMC Omnicom Group Inc.
0%
$0 
OSPN OneSpan Inc.
0%
$0 
OXM Oxford Industries Inc.
0%
$0 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
0%
-$0.29 
PG Procter & Gamble Co
0%
$0 
RNST Renasant Corporation
0%
-$0.98 
ROK Rockwell Automation, Inc.
0%
+$4.94 
RPM RPM International Inc.
0%
$0 
RYN Rayonier Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
-$1.62 
SBCF Seacoast Banking Corporation of Florida
0%
$0 
SCL Stepan Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SYBT Stock Yards Bancorp Inc.
0%
$0 
TCBK Trico Bancshares
0%
$0 
THO Thor Industries Inc.
0%
$0 
TNC Tennant Company
0%
+$0.55 
TOWN TowneBank
0%
$0 
TX Ternium S.A. Sponsored ADR
0%
$0 
UG United-Guardian, Inc.
0%
$0 
UMH UMH Properties, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$2.34 
UPS United Parcel Service, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
VAC Marriott Vacations Worldwide Corporation
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
WDC Western Digital Corporation
0%
+$0.47 
WFC Wells Fargo & Company
0%
$0 
WGO Winnebago Industries, Inc.
0%
$0 
WLK Westlake Corporation
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
XRX Xerox Holdings Corporation
0%
$0 
GFED Guaranty Federal Bancshares Inc
0%
$0 
PRMB Primo Brands Corp. Common Stock
0%
$0 
SNDK SanDisk Corporation
0%
$0 
AVBC Avidia Bancorp, Inc.
0%
$0 0660
06605F102
0%
$0 2026
20268X102
0%
$0 3189
318900107
0%
$0 7617
761763101
0%
$0 0460
046008108
0%
$0 2044
204493100
0%
$0 FD
FD
0%
$0 KWD
KWD
0%
$0 1700
170032106
0%
$0 0488
048825103
0%
$0 4105
410550107
0%
$0 2017
201709102
0%
$0 9691
969133107
0%
$0 7093
709323109
0%
$0 2328
232809103
0%
$0 G
G
0%
$0 4105
410522106
0%
$0 FFFD
FFFD
0%
$0 2216
22160Q102
0%
$0 6091
609150107
0%
$0 9890
989070503
0%
$0 IMC
IMC
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 5873
587342106
0%
$0 9841
984138107
0%
$0 0174
017415100
0%
$0 0424
042476101
0%
$0 2684
268457108
0%
$0 4181
418106100
0%
$0 0553
05538M101
0%
$0 0247
024763104
0%
$0 AMZ
AMZ
0%
$0 BDTT
BDTTZ
0%
$0 1249
124923103
0%
$0 1941
194194106
0%
$0 4793
479368102
0%
$0 6075
607556107
0%
$0 TTLG
TTLG
0%
$0 2028
202800108
0%
$0 MSPI
MSPIQ
0%
$0 4577
457776102
0%
$0 8967
896726106
0%
$0 
OME Omega Protein Corp.
0%
$0 6511
651192106
0%
$0 8266
826680308
0%
$0 9718
971892104
0%
$0 0557
05576M203
0%
$0 8322
832245104
0%
$0 APC
APC
0%
$0 
PTBTQ Pope & Talbot Inc.
-100%
-$7.31M 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
-99.95%
-$5.74B 
BCC Boise Cascade Company
-99.76%
-$26.98B 
IMH Impac Mortgage Holdings, Inc.
-99.51%
-$687,741.32 HMYR
HMYRQ
-75%
-$5.89B FCH
FCH
-73.56%
-$4.29B EMC
EMC
-70.49%
-$293.66M TNB
TNB
-65.72%
-$19.43B OS
OS
-65.37%
-$4.29B 
CATO Cato Corporation
-60.11%
-$5M 
HDB HDFC Bank Limited ADR
-58.63%
-$7.79M 
PVAC Penn Virginia Corp
-57.83%
-$1.52B SLS
SLS
-57.42%
-$101.16M 
NWL Newell Brands Inc.
-55.65%
-$142.12M 
WD Walker & Dunlop Inc.
-51.31%
-$31.91M 6912
691217103
-45.46%
-$82.94M 6376
637657107
-41.28%
-$5.29B OGLE
OGLEQ
-41.26%
-$114.33M 
ASIX AdvanSix Inc.
-40.38%
-$3.18M 
ACN Accenture plc Class A
-39.33%
-$14.52M 5896
589602101
-38.34%
-$121.76M 
EMN Eastman Chemical Company
-37.84%
-$22.7M SCRA
SCRA
-37.66%
-$3.42B ONE
ONE
-36.78%
-$8.71B TLAB
TLAB
-36.66%
-$108.25M MCH
MCH
-35.44%
-$3.66B 
RHI Robert Half Inc.
-35.41%
-$46.78M 7238
723877106
-33.98%
-$2.96B 0936
093644102
-32.77%
-$1.58B 
POOL Pool Corporation
-32.76%
-$16.3M FCPR
FCPR
-30.85%
-$53.24M 3724
37246W105
-28.16%
-$2.5B 
GI Giant Industries, Inc.
-27.96%
-$1.68B 
WY Weyerhaeuser Company
-27.29%
-$12.81M 
RGR Sturm, Ruger & Company, Inc.
-27.24%
-$5.02M HPC
HPC
-27%
-$2.38B 
JCP JC Penney Co Inc
-26.42%
-$1.19B 1948
194858106
-26.07%
-$77.65M WLM
WLM
-25.35%
-$905.06M 
MPX Marine Products Corporation
-24.97%
-$1.08B 5351
535171102
-21.92%
-$32.95M 
TLSYY Telstra Corporation Ltd.
-21.59%
-$79.67M CRRC
CRRC
-20.85%
-$33.91M 
IFF International Flavors & Fragrances Inc.
-20.46%
-$11.01M 
HVT Haverty Furniture Companies Inc.
-20.37%
-$1.13M 
PFE Pfizer Inc.
-20.35%
-$63,892.89 
MRTN Marten Transport, Ltd.
-19.62%
-$2.78M 9322
932270101
-17.91%
-$225.65M VLCC
VLCCF
-17.12%
-$2.05B 
ARTNA Artesian Resources Corporation Class A Common Stock
-15.91%
-$492,356.08 PKE
PKE
-15.89%
-$1.02B 
RPC P10 Inc.
-11.31%
-$598,097.97 2423
242361103
-11.05%
-$2.46B CIN
CIN
-10.18%
-$1.46B LDG
LDG
-10.18%
-$1.33B 
TFC Truist Financial Corporation
-9.5%
-$3.68M 4500
450091103
-9.22%
-$979.1M 
NEE NextEra Energy, Inc.
-8.92%
-$2.14M IPCR
IPCR
-8.55%
-$348.22M 
EG Everest Group, Ltd.
-8.45%
-$4.28M 
WHD Cactus Inc.
-6.62%
-$4.32M EKDK
EKDKQ
-6.61%
-$501.29M 
AIR AAR Corp.
-4.87%
-$3.36M 
UFPI UFP Industries, Inc.
-3.28%
-$1.78M 
BMY Bristol-Myers Squibb Company
-3.17%
-$13,719.75 
VFC V.F. Corporation
-2.92%
-$1.09M 
FUL H.B. Fuller Co.
-2.78%
-$1.23M GAS
GAS
-2.7%
-$188.46M 
WERN Werner Enterprises Inc.
-2.54%
-$3.02M 
EQR Equity Residential
-2.46%
-$547,884 
FNMA Fannie Mae
-1.59%
-$410 QUIX
QUIX
-1.39%
-$3.69M 
AVNT Avient Corporation
-1.2%
-$526,830.6 ROH
ROH
-1.1%
-$302.1M 
SNN Smith & Nephew plc ADR
-0.92%
-$97,213.23 
GBX Greenbrier Companies, Inc.
-0.85%
-$320,385 
CDRE Cadre Holdings Inc.
-0.85%
-$46,359.98 
LW Lamb Weston Holdings, Inc.
-0.72%
-$141,307.53 
INTC Intel Corporation
-0.72%
-$11,256 
CMCSA Comcast Corp
-0.64%
-$173,871.92 1436
143658102
-0.6%
-$1.33M 
KNX Knight-Swift Transportation Holdings Inc.
-0.47%
-$243,787.17 
NBHC National Bank Holdings Corporation
-0.26%
-$116,849.81 
COLM Columbia Sportswear Company
-0.01%
-$2,500.14 Events
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Dividends
Dividend Analysis
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| Trades 224 | Longs Won 63/224 28% | Profit Factor 1.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.74B |
| Average Win $2.01B | Best Trade (Jul 22) $6.12B | Sharpe Ratio -2,398.66 |
| Average Loss -$645.53M | Worst Trade (Jul 31) -$25.2B | Z-Score -4.65 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 6d | Expectancy -$99.26M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,661 | 1,495 | 1,329 | 1,163 | 997 | 831 | 664 | 498 | 332 | 166 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0174 017415100 | 916,665 | $17.36B | $17.36B | - | - | - | 0.0 |
| 0247 024763104 | 202,050 | $2.83B | $2.83B | - | - | - | 0.0 |
| 0266 026609107 | 4,100 | $240.88M | $251.63M | - | $10.75M | 4.46% | +4.462% |
| 0424 042476101 | 226,200 | $10.22B | $10.22B | - | - | - | 0.0 |
| 0460 046008108 | 7,600 | $342M | $342M | - | - | - | 0.0 |
| 0488 048825103 | 316,100 | $23.11B | $23.11B | - | - | - | 0.0 |
| 0553 05538M101 | 313,700 | $11.53B | $11.53B | - | - | - | 0.0 |
| 0557 05576M203 | 347,600 | $3.65B | $3.65B | - | - | - | 0.0 |
| 0654 065412108 | 168,000 | $5.57B | $8.52B | - | $2.95B | 52.92% | +56.56% |
| 0660 06605F102 | 346,809 | $24.49B | $24.49B | - | - | - | 0.0 |
| 0936 093644102 | 117,948 | $4.16B | $3.25B | - | -$905.07M | -21.78% | -32.775% |
| 1249 124923103 | 105,100 | $2.51B | $2.51B | - | - | - | 0.0 |
| 1436 143658102 | 8,900 | $223.39M | $222.06M | - | -$1.33M | -0.6% | -0.597% |
| 1700 170032106 | 159,900 | $1.63B | $1.63B | - | - | - | 0.0 |
| 1941 194194106 | 247,700 | $3.33B | $3.33B | - | - | - | 0.0 |
| 1948 194858106 | 42,500 | $216.79M | $220.14M | - | $3.35M | 1.54% | -26.075% |
| 1976 197648108 | 189,000 | $10.47B | $11.95B | - | $1.49B | 14.23% | +14.226% |
| 2017 201709102 | 72,500 | $924.34M | $924.34M | - | - | - | 0.0 |
| 2026 20268X102 | 183,300 | $2.78B | $2.78B | - | - | - | 0.0 |
| 2028 202800108 | 41,400 | $1.57B | $1.57B | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Adelbert R. Sanchez?
The largest contributions to the portfolio's profits come from the following stocks: Top Ships Inc - $563.02B, Healthcare Realty Trust Incorporated - $482.76B, Dow Inc - $80.8B, Cypress Semiconductor Corp - $46.93B, and HRS - $42.1B. 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: Pioneer Acquisition I Corp - $77.39B, MER - $55.84B, DIEBOLD NIXDORF INC - $52.51B, WL - $52.5B, and h8817h100 - $50.54B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adelbert R. Sanchez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $834.59M earned over time. The largest contributors to dividend income include Top Ships Inc - $563.02B, Healthcare Realty Trust Incorporated - $482.76B, DryShips Inc - $2.38B, Ashford Hospitality Trust, Inc - $1.55B, and Annaly Capital Management, Inc - $229.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adelbert R. Sanchez's monthly returns?
Adelbert R. Sanchez'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 Adelbert R. Sanchez's strategy be considered aggressive or moderate?
Adelbert R. Sanchez's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Adelbert R. Sanchez's strategy?
Adelbert R. Sanchez'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.
