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 1517/2498 60% | Profit Factor 106.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,740.33 |
| Average Win $25,220.31 | Best Trade (Aug 17) $5.91M | Sharpe Ratio -11.7 |
| Average Loss -$365.21 | Worst Trade (Sep 01) -$48,598.71 | Z-Score 16.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $15,172.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 500,000 | 450,000 | 400,000 | 350,000 | 300,000 | 250,000 | 200,000 | 150,000 | 100,000 | 50,000 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 6 | $773 | $830.22 | - | $57.22 | 7.4% | -0.245% |
AAL American Airlines Group Inc. | 85 | $1,433.72 | $1,297.95 | - | -$135.77 | -9.47% | -1.037% |
AAON Aaon Inc. | 2 | $235 | $178.12 | - | -$56.88 | -24.2% | +1.678% |
AAP Advance Auto Parts Inc. | 2 | $93 | $111.08 | - | $18.08 | 19.44% | -1.157% |
AAPL Apple Inc. | 2,630 | $658,632.36 | $812,433.3 | - | $153,800.94 | 23.35% | -7.354% |
ABBV AbbVie Inc. | 95 | $17,055.71 | $23,839.3 | - | $6,783.59 | 39.77% | -2.513% |
ABCB Ameris Bancorp | 3 | $188 | $261.63 | - | $73.63 | 39.16% | -0.411% |
ABG Asbury Automotive Group Inc. | 1 | $239 | $231.7 | - | -$7.3 | -3.05% | -0.618% |
ABM ABM Industries Inc. | 2 | $102 | $95.82 | - | -$6.18 | -6.06% | +0.651% |
ABNB Airbnb, Inc. | 206 | $24,684.44 | $31,213.12 | - | $6,528.68 | 26.45% | -0.368% |
ABT Abbott Laboratories | 49 | $6,398.67 | $5,179.3 | - | -$1,219.37 | -19.06% | +0.085% |
ACA Arcosa Inc. | 2 | $193 | $290.4 | - | $97.4 | 50.47% | -0.021% |
ACAD Acadia Pharmaceuticals Inc. | 1 | $22 | $25.87 | - | $3.87 | 17.59% | -2.561% |
ACGL Arch Capital Group Ltd | 20 | $1,831.6 | $2,010.6 | - | $179 | 9.77% | -0.603% |
ACHC Acadia Healthcare Company, Inc. | 12 | $272 | $355.44 | - | $83.44 | 30.68% | +5.259% |
ACI Albertsons Companies, Inc. | 42 | $889 | $486.36 | - | -$402.64 | -45.29% | -0.172% |
ACIW ACI Worldwide, Inc. | 3 | $156 | $171.99 | - | $15.99 | 10.25% | -0.624% |
ACM Aecom | 4 | $427 | $289.56 | - | -$137.44 | -32.19% | +0.878% |
ACN Accenture plc Class A | 17 | $5,451.82 | $2,820.64 | - | -$2,631.18 | -48.26% | +1.611% |
ACT Enact Holdings, Inc. | 4 | $139.5 | $189.28 | - | $49.78 | 35.68% | -0.358% |