Prominent early-20th-century advertising executive and author who helped shape modern brand marketing and agency structure. Bruce Barton was a founder and leader of a major advertising agency, a bestselling author influential in consumer messaging, and later served in elected office, bringing commercial media expertise to public policy. Market relevance: pioneer in mass-market advertising, brand storytelling, and agency consolidation strategies.
Prominent early-20th-century advertising executive and author who helped shape modern brand marketing and agency structure. Bruce Barton was a founder and leader of a major advertising agency, a bestselling author influential in consumer messaging, and later served in elected office, bringing commercial media expertise to public policy. Market relevance: pioneer in mass-market advertising, brand storytelling, and agency consolidation strategies.
Leans toward investments that reward brand equity and narrative-driven growth, prioritising consumer-facing franchises, media and communications platforms where marketing multiplies durable competitive advantage. Allocates capital with a bias for companies that can scale messaging and distribution, favoring consolidation plays and disciplined roll-up strategies. Emphasizes measurable marketing ROI, long-term compounding over short-term trading, active board engagement to professionalize customer acquisition, and a valuation-aware approach to balance growth and downside protection.
Leans toward investments that reward brand equity and narrative-driven growth, prioritising consumer-facing franchises, media and communications platforms where marketing multiplies durable competitive advantage. Allocates capital with a bias for companies that can scale messaging and distribution, favoring consolidation plays and disciplined roll-up strategies. Emphasizes measurable marketing ROI, long-term compounding over short-term trading, active board engagement to professionalize customer acquisition, and a valuation-aware approach to balance growth and downside protection.
| Trades 2498 | Longs Won 1446/2498 57% | Profit Factor 52.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $179,003.96 |
| Average Win $24,908.35 | Best Trade (Oct 15) $5.46M | Sharpe Ratio -13.48 |
| Average Loss -$649.22 | Worst Trade (Oct 15) -$103,760.92 | Z-Score 11.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $14,145.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 6 | $773 | $1,056.96 | - | $283.96 | 36.73% | +1.241% |
AAL American Airlines Group Inc. | 85 | $1,433.72 | $1,047.62 | - | -$386.1 | -26.93% | +4.538% |
AAON Aaon Inc. | 2 | $235 | $154.24 | - | -$80.76 | -34.37% | -4.234% |
AAP Advance Auto Parts Inc. | 2 | $93 | $87.5 | - | -$5.5 | -5.91% | +5.118% |
AAPL Apple Inc. | 2,630 | $658,632.36 | $901,669.2 | - | $243,036.84 | 36.9% | -0.035% |
ABBV AbbVie Inc. | 95 | $17,055.71 | $26,992.82 | - | $9,937.11 | 58.26% | +0.231% |
ABCB Ameris Bancorp | 3 | $188 | $238.06 | - | $50.06 | 26.63% | +1.607% |
ABG Asbury Automotive Group Inc. | 1 | $239 | $169.28 | - | -$69.72 | -29.17% | +4.513% |
ABM ABM Industries Inc. | 2 | $102 | $101.43 | - | -$0.57 | -0.56% | +0.148% |
ABNB Airbnb, Inc. | 206 | $24,684.44 | $35,930.52 | - | $11,246.08 | 45.56% | +4.406% |
ABT Abbott Laboratories | 49 | $6,398.67 | $5,127.36 | - | -$1,271.31 | -19.87% | +1.622% |
ACA Arcosa Inc. | 2 | $193 | $294 | - | $101 | 52.33% | -0.007% |
ACAD Acadia Pharmaceuticals Inc. | 1 | $22 | $19.66 | - | -$2.34 | -10.64% | +2.13% |
ACGL Arch Capital Group Ltd | 20 | $1,831.6 | $1,988.6 | - | $157 | 8.57% | +1.875% |
ACHC Acadia Healthcare Company, Inc. | 12 | $272 | $373.14 | - | $101.14 | 37.18% | -1.816% |
ACI Albertsons Companies, Inc. | 42 | $889 | $548.31 | - | -$340.69 | -38.32% | -0.191% |
ACIW ACI Worldwide, Inc. | 3 | $156 | $157.59 | - | $1.59 | 1.02% | +2.859% |
ACM Aecom | 4 | $427 | $236.8 | - | -$190.2 | -44.54% | +1.457% |
ACN Accenture plc Class A | 17 | $5,451.82 | $3,830.35 | - | -$1,621.47 | -29.74% | +4.817% |
ACT Enact Holdings, Inc. | 4 | $139.5 | $130 | - | -$9.5 | -6.81% | -12.752% |