George Hall II Portfolio
Invests via One8Zero8 LLC | Managed by George Hall II, David C. Anderson
Invests via One8Zero8 LLC
Managed by George Hall II, David C. Anderson
Automatically Tracked
Senior investor and operator focused on growth-stage healthcare and technology companies, with experience spanning capital formation, portfolio operations, and strategic M&A. George Hall II combines operating leadership with venture and private equity investing, advising CEOs on scaling, commercial go-to-market and buy-and-build execution. Regular participant in institutional fundraising and corporate governance, known for structuring growth equity deals and operationally driving value creation.
Senior investor and operator focused on growth-stage healthcare and technology companies, with experience spanning capital formation, portfolio operations, and strategic M&A. George Hall II combines operating leadership with venture and private equity investing, advising CEOs on scaling, commercial go-to-market and buy-and-build execution. Regular participant in institutional fundraising and corporate governance, known for structuring growth equity deals and operationally driving value creation.
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:
25.04%
Gain +0.45%
Monthly
1.12%
Yearly
14.36%
Drawdown
16.99%
$530.41M
Equity
Holdings
$530.41M
Investment
$416.95M
$113.07M
Profit +$2.37M
Realized
-$398,043.95
Unrealized
$113.46M
Dividends
$13.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$2.37M
Win %
74%
This Week
Compared To Last Week
Gain
0.45%
Profit
$2.37M
Win %
74%
This Month
Compared to last month
Gain
3.73%
Profit
$19.09M
Win %
74%
This Year
Compared to last year
Gain
5.7%
Profit
$28.59M
Win %
72%
MPC Marathon Petroleum Corporation
+7.42%
+$69,810.69 
RMD ResMed Inc.
+3.83%
+$8,515.5 
NFLX Netflix, Inc.
+2.9%
+$14,847.9 
FTNT Fortinet Inc.
+2.86%
+$859,128.01 
TTE TotalEnergies SE
+2.48%
+$10,224 
DHR Danaher Corporation
+2.25%
+$78,817.34 
ONDS Ondas Holdings Inc.
+2.19%
+$103,220 
NOW ServiceNow, Inc.
+2.05%
+$5,440 
SYK Stryker Corporation
+2%
+$63,867.61 
MRK Merck & Co., Inc.
+1.82%
+$15,116.4 
ANET Arista Networks, Inc.
+1.51%
+$117,847.5 
RJF Raymond James Financial Inc.
+1.43%
+$14,261.61 
FCX Freeport-McMoRan Inc.
+1.28%
+$4,717 
VALE Vale S.A.
+1.22%
+$7,906.5 
SCCO Southern Copper Corporation
+1.18%
+$11,031.25 
GLD SPDR Gold Shares
+1.02%
+$5,698 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.93%
+$14,686.19 
GOOGL Alphabet Inc
+0.91%
+$31,829.8 
ABT Abbott Laboratories
+0.75%
+$4,191.75 
WMT Walmart Inc.
+0.72%
+$7,319.16 
TSLA Tesla, Inc.
+0.7%
+$7,769.43 
JPM JPMorgan Chase & Co.
+0.64%
+$117,586.52 
COST Costco Wholesale Corporation
+0.52%
+$20,829.21 
RTX RTX Corporation
+0.49%
+$28,034.83 
CAH Cardinal Health Inc.
+0.33%
+$2,067.03 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
+0.22%
+$495 
CEG Constellation Energy Corporation
+0.2%
+$1,568.13 
ALNT Alliant Energy Corporation
+0.2%
+$627 
ABR Arbor Realty Trust Inc.
+0.19%
+$129.5 
BMY Bristol-Myers Squibb Company
+0.18%
+$4,029.6 
TV Grupo Televisa S.A.B. Sponsored ADR
+0.18%
+$75 
ICE Intercontinental Exchange, Inc.
+0.16%
+$429.6 
EWBC East West Bancorp Inc.
+0.11%
+$251.25 
PBR Petrobras S.A. Sponsored ADR
+0.08%
+$972 
MCHP Microchip Technology Incorporated
+0.08%
+$294 
JMIA Jumia Technologies AG
+0.08%
+$3,725 
SAIL SailPoint, Inc.
+0.05%
+$199 
BXMT Blackstone Mortgage Trust Inc
+0.05%
+$77 
IOT Samsara Inc. Class A Common Stock
+0.05%
+$2,707 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$1.36 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$4.55 
RKLB Rocket Lab Corporation
+0.04%
+$513.75 
XLF Financial Select Sector SPDR Fund
+0.04%
+$5.84 
AMAT Applied Materials, Inc.
+0.03%
+$189.58 
CINF Cincinnati Financial Corporation
+0.03%
+$70 
TTEK Tetra Tech, Inc.
+0.03%
+$4,406.72 
WAT Waters Corporation
+0.03%
+$456.87 
AXP American Express Company
+0.03%
+$191.7 
AMD Advanced Micro Devices, Inc.
+0.03%
+$60.01 
ET Energy Transfer L.P.
+0.03%
+$219.17 
GMED Globus Medical Inc.
+0.02%
+$90.88 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$83.5 
CG The Carlyle Group Inc.
+0.02%
+$741.3 
T AT&T Inc.
+0.02%
+$66.33 
AEP American Electric Power Company, Inc.
+0.02%
+$60.8 
HUBB Hubbell Inc.
+0.02%
+$240.05 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$10 
APA APA Corporation
+0.01%
+$59.64 
DUK Duke Energy Corporation
+0.01%
+$649.51 
IP International Paper Company
+0.01%
+$31 
IWD iShares Russell 1000 Value ETF
+0.01%
+$3 
EXC Exelon Corporation
+0.01%
+$100.78 
SO The Southern Company
+0.01%
+$79.89 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$29.01 
OXY Occidental Petroleum Corporation
+0.01%
+$210.04 
PFGC Performance Food Group Co.
+0.01%
+$23 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$22.5 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$0.59 
IVV iShares Core S&P 500 ETF
+0.01%
+$65.16 
ADP Automatic Data Processing Inc.
+0.01%
+$54.65 
APD Air Products and Chemicals, Inc.
+0.01%
+$31.18 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$27.16 
VTV Vanguard Value ETF
+0.01%
+$6 
NVS Novartis AG Sponsored ADR
+0.01%
+$28.52 
QCOM QUALCOMM Incorporated
+0.01%
+$141.45 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$48.64 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$12.5 
CAT Caterpillar Inc.
+0.01%
+$24.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$1 
ISCV iShares Morningstar Small-Cap Value ETF
+0.01%
+$0.14 
IVE ISHARES S&P 500 VALUE ETF
0%
+$1.75 
MCD McDonald's Corporation
0%
+$3.79 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CTRE CareTrust REIT Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXLS ExlService Holdings Inc.
0%
$0 
EXTR Extreme Networks, Inc.
0%
$0 
FHN First Horizon Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
HAFC Hanmi Financial Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NWL Newell Brands Inc.
0%
$0 
OSPN OneSpan Inc.
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
RIG Transocean Ltd.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
STNE StoneCo Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TW Tradeweb Markets Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WTFC Wintrust Financial Corporation
0%
$0 
AIA iShares Asia 50 ETF
0%
$0 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
0%
-$0.56 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IMCV iShares Morningstar Mid-Cap ETF
0%
$0 
OSEA Harbor International Compounders ETF
0%
$0 
PKB Invesco Building & Construction ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SDOG ALPS Sector Dividend Dogs ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
IFN The India Fund, Inc.
0%
$0 
CHI Calamos Convertible Opportunities and Income Fund
0%
$0 
RONB Baron First Principles ETF
0%
$0 
OXY-WT Occidental Petroleum Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
PBR-A Petróleo Brasileiro S.A. - Petrobras
0%
$0 BRIE
BRIE
0%
$0 
JBLU JetBlue Airways Corporation
-7.08%
-$12,900 
TGLS Tecnoglass Inc.
-6.14%
-$349,384.04 
GLW Corning Incorporated
-4.78%
-$166,715.79 
UAL United Airlines Holdings, Inc.
-4.48%
-$9,860 
MTSI MACOM Technology Solutions Holdings, Inc.
-4.44%
-$15,858.51 
NVDA NVIDIA Corporation
-2.86%
-$159,218.24 
PMT Pennymac Mortgage Investment Trust
-2.8%
-$2,983.5 
KLAC KLA Corporation
-2.71%
-$8,055 
AFL Aflac Inc.
-2.14%
-$13,520.88 
NNN NNN REIT, Inc.
-2.09%
-$4,410 
LOW Lowe's Companies Inc.
-2%
-$38,902.5 
PM Philip Morris International Inc.
-1.88%
-$92,113.4 
ODFL Old Dominion Freight Line, Inc.
-1.76%
-$8,782.05 
MDLZ Mondelez International, Inc.
-1.73%
-$28,954.8 
AAPL Apple Inc.
-1.62%
-$601,900.26 
LRCX Lam Research Corporation
-1.59%
-$136,323.28 
GPK Graphic Packaging Holding Company
-1.57%
-$4,750 
ADI Analog Devices, Inc.
-1.54%
-$54,363.17 
USAR USA Rare Earth, Inc.
-1.5%
-$23,606 
SPG Simon Property Group, Inc.
-1.06%
-$14,688.64 
TFC Truist Financial Corporation
-0.94%
-$15,489.88 
PEP PepsiCo, Inc.
-0.93%
-$40,080.42 
LOB Live Oak Bancshares Inc.
-0.87%
-$7,764.45 
BA Boeing Company
-0.69%
-$4,839.47 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.55%
-$76.11 
EFA iShares MSCI EAFE ETF
-0.5%
-$96.66 
IBM International Business Machines Corporation
-0.41%
-$4,488.19 
D Dominion Energy, Inc.
-0.36%
-$1,094.16 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$129 
MHK Mohawk Industries, Inc.
-0.3%
-$727.75 
GRAB Grab Holdings Limited
-0.27%
-$170 
KO The Coca-Cola Company
-0.21%
-$2,174.62 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.21%
-$1,398 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$5.7 
MIAX Miami International Holdings, Inc.
-0.18%
-$2,237.2 
BGY BlackRock Enhanced International Dividend Trust
-0.17%
-$920 
LYG Lloyds Banking Group Plc ADR
-0.16%
-$500 
BOE BlackRock Enhanced Global Dividend Trust
-0.14%
-$850 
RY Royal Bank of Canada
-0.14%
-$10,264.33 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-0.11%
-$165 
LB LandBridge Company LLC
-0.11%
-$6,693.44 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$1,376.5 
RITM Rithm Capital Corp.
-0.1%
-$134 
QBTS D-Wave Quantum Inc.
-0.1%
-$300 
EVN Eaton Vance Municipal Income Trust
-0.09%
-$180 
AZO AutoZone Inc.
-0.08%
-$179.26 
FCBC First Community Bankshares Inc.
-0.07%
-$429.83 
DBRG DigitalBridge Group Inc.
-0.06%
-$133 
VTS Vitesse Energy Inc.
-0.06%
-$133.5 
XOM Exxon Mobil Corporation
-0.06%
-$3,322.41 
ABBV AbbVie Inc.
-0.06%
-$1,412.63 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$8.67 
AVGO Broadcom Inc.
-0.06%
-$1,418.35 
ORCL Oracle Corporation
-0.05%
-$968.53 
LLY Eli Lilly and Company
-0.05%
-$541.8 
LHX L3Harris Technologies, Inc.
-0.05%
-$169.52 
ECL Ecolab Inc.
-0.05%
-$2,204.61 
META Meta Platforms Inc Class A
-0.05%
-$390.99 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$345.48 
YUM Yum! Brands, Inc.
-0.05%
-$97.43 
VB Vanguard Small-Cap ETF
-0.05%
-$69.99 
HSY The Hershey Company
-0.04%
-$236.03 
STZ Constellation Brands, Inc.
-0.04%
-$291.97 
PLD Prologis Inc.
-0.04%
-$650.59 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$1.5 
GS The Goldman Sachs Group, Inc.
-0.04%
-$1,384.9 
MO Altria Group, Inc.
-0.04%
-$787.6 
PFE Pfizer Inc.
-0.04%
-$175.22 
CMI Cummins Inc.
-0.04%
-$114.99 
SNX TD Synnex Corporation
-0.04%
-$382.5 
XLE Energy Select Sector SPDR Fund
-0.04%
-$65.18 
EHC Encompass Health Corporation
-0.03%
-$157 
KMI Kinder Morgan, Inc.
-0.03%
-$858.02 
VTR Ventas Inc.
-0.03%
-$1,141.62 
FBNC First Bancorp, Inc.
-0.03%
-$281.42 
MLM Martin Marietta Materials, Inc.
-0.03%
-$91.11 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$37.7 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$66.47 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$77.95 
MS Morgan Stanley
-0.03%
-$69 
MSI Motorola Solutions, Inc.
-0.03%
-$217.59 
V Visa Inc. Class A
-0.03%
-$461.55 
CLMT Calumet, Inc.
-0.03%
-$1,860.2 
ARCC Ares Capital Corporation
-0.03%
-$1,987.47 
GOOG Alphabet Inc
-0.02%
-$2,522.4 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$4.05 
ALL Allstate Corporation
-0.02%
-$117 
DAL Delta Air Lines, Inc.
-0.02%
-$457.6 
PANW Palo Alto Networks, Inc.
-0.02%
-$158.78 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$842.01 
GXO GXO Logistics Inc.
-0.02%
-$567.75 
VZ Verizon Communications Inc.
-0.02%
-$157.86 
LIN Linde plc
-0.02%
-$131.81 
MSFT Microsoft Corp.
-0.02%
-$4,096.28 
SLB Schlumberger Limited
-0.02%
-$809.97 
IWM iShares Russell 2000 ETF
-0.02%
-$22.5 
GEV GE Vernova Inc.
-0.02%
-$36.8 
KKR KKR & Co. Inc.
-0.02%
-$79 
GQGU GQG US Equity ETF
-0.02%
-$40 
AMLP Alerian MLP ETF
-0.02%
-$184 
PG Procter & Gamble Co
-0.02%
-$309.78 
VLO Valero Energy Corporation
-0.02%
-$1,175.96 
WFC Wells Fargo & Company
-0.02%
-$103.58 
BAC Bank of America Corporation
-0.02%
-$531.47 
HAL Halliburton Company
-0.02%
-$449.5 
AMZN Amazon.com Inc
-0.01%
-$1,752.56 
BX Blackstone Inc.
-0.01%
-$1,414.14 
VOO Vanguard S&P 500 ETF
-0.01%
-$97.94 
DIS The Walt Disney Company
-0.01%
-$105.86 
MRVL Marvell Technology, Inc.
-0.01%
-$23.79 
PEG Public Service Enterprise Group Incorporated
-0.01%
-$31 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$0.37 
C Citigroup Inc.
-0.01%
-$30.03 
CL Colgate-Palmolive Company
-0.01%
-$24 
CME CME Group Inc.
-0.01%
-$72.48 
VUG Vanguard Growth ETF
-0.01%
-$7 
CHD Church & Dwight Co., Inc.
-0.01%
-$163.25 
DE Deere & Company
-0.01%
-$65.28 
DLR Digital Realty Trust, Inc.
-0.01%
-$28.5 
ED Consolidated Edison, Inc.
-0.01%
-$22 
CSCO Cisco Systems, Inc.
-0.01%
-$303.19 
GE General Electric Company
-0.01%
-$23.22 
HD The Home Depot, Inc.
-0.01%
-$80.7 
PCAR PACCAR Inc.
-0.01%
-$237.07 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$3.4 
PLTR Palantir Technologies Inc.
-0.01%
-$274.12 
CVX Chevron Corporation
-0.01%
-$150.92 
LMT Lockheed Martin Corporation
-0.01%
-$85.59 
UNH UnitedHealth Group Incorporated
-0.01%
-$168.03 
JNJ Johnson & Johnson
0%
-$585.42 
RVTY Revvity Inc.
0%
-$54.5 
WM Waste Management, Inc.
0%
-$9.6 
IWN iShares Russell 2000 Value ETF
0%
-$0.55 
ETN Eaton Corporation plc
0%
-$348.31 
MU Micron Technology, Inc.
0%
-$13.51 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
0%
-$3.62 Events
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Dividends
Dividend Analysis
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| Trades 1260 | Longs Won 847/1260 67% | Profit Factor 5.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $674,958.85 |
| Average Win $165,775.24 | Best Trade (Aug 28) $14.54M | Sharpe Ratio -9.87 |
| Average Loss -$66,213.82 | Worst Trade (Sep 01) -$3.56M | Z-Score 11.85 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $89,734.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 118,718 | $29.73M | $36.6M | - | $6.87M | 23.1% | -1.618% |
| ABBV AbbVie Inc. | 9,418 | $1.69M | $2.32M | - | $621,878.98 | 36.71% | -0.061% |
| ABR Arbor Realty Trust Inc. | 12,950 | $70,189 | $69,412 | - | -$777 | -1.11% | +0.187% |
| ABT Abbott Laboratories | 5,175 | $585,344.35 | $562,108.5 | - | -$23,235.85 | -3.97% | +0.751% |
| ADI Analog Devices, Inc. | 9,053 | $1.92M | $3.48M | - | $1.55M | 80.88% | -1.54% |
| ADP Automatic Data Processing Inc. | 2,734 | $799,798.96 | $741,843.56 | - | -$57,955.4 | -7.25% | +0.007% |
| AEP American Electric Power Company, Inc. | 3,040 | $280,379.04 | $382,280 | - | $101,900.96 | 36.34% | +0.016% |
| AFL Aflac Inc. | 5,064 | $523,820.04 | $617,504.16 | - | $93,684.12 | 17.88% | -2.143% |
| AGG iShares Core U.S. Aggregate Bond ETF | 200 | $20,050.24 | $19,521 | - | -$529.24 | -2.64% | +0.005% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 17,600 | $445,208 | $451,088 | - | $5,880 | 1.32% | 0.0 |
| AIA iShares Asia 50 ETF | 194 | $18,352 | $26,236.56 | - | $7,884.56 | 42.96% | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 750 | $362,265 | $250,650.01 | - | -$111,614.99 | -30.81% | +0.009% |
| ALL Allstate Corporation | 1,950 | $394,000.2 | $520,533 | - | $126,532.8 | 32.11% | -0.022% |
| ALNT Alliant Energy Corporation | 2,850 | $293,351 | $322,135.5 | - | $28,784.5 | 9.81% | +0.195% |
| AMAT Applied Materials, Inc. | 1,185 | $216,938.42 | $639,070.49 | - | $422,132.07 | 194.59% | +0.03% |
| AMD Advanced Micro Devices, Inc. | 500 | $290,455 | $241,740 | - | -$48,715 | -16.77% | +0.025% |
| AMLP Alerian MLP ETF | 18,400 | $892,074 | $1M | - | $107,966 | 12.1% | -0.018% |
| AMZN Amazon.com Inc | 43,803 | $9.62M | $12.02M | - | $2.4M | 24.97% | -0.015% |
| ANET Arista Networks, Inc. | 41,350 | $4.58M | $7.92M | - | $3.34M | 73.01% | +1.511% |
| APA APA Corporation | 11,928 | $372,186.29 | $448,910.28 | - | $76,723.99 | 20.61% | +0.013% |
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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 George Hall II?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $1.4M, Ares Capital Corporation - $1.09M, StoneCo Ltd - $1.09M, Valero Energy Corporation - $1.04M, and Johnson & Johnson - $999,073.64. 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: SailPoint, Inc - $758,013, Everforth, Inc - $739,022.79, SentinelOne Inc - $569,806.08, nCino, Inc - $482,597.99, and Vitesse Energy Inc - $464,256.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does George Hall II's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.08M earned over time. The largest contributors to dividend income include Ares Capital Corporation - $1.09M, StoneCo Ltd - $873,419.25, Blackstone Inc - $595,555.95, JPMorgan Chase & Co - $534,831.75, and Johnson & Johnson - $498,658.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are George Hall II's monthly returns?
George Hall II'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 George Hall II's strategy be considered aggressive or moderate?
George Hall II'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 George Hall II's strategy?
George Hall II'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.
