Investment Research Partners LLC Portfolio
Invests via Investment Research Partners LLC | Managed by Michael Allison, Thomas Konrad, Geoff Caber, Brett Greenfield, Derek Varner, Martin Wildy
Invests via Investment Research Partners LLC
Managed by Michael Allison, Thomas Konrad, Geoff Caber, Brett Greenfield, Derek Varner, Martin Wildy
Automatically Tracked
Company Profile
Specialist investment research and advisory firm delivering institutional-grade equity and credit research, sell-side analytics, and portfolio due diligence for asset managers, family offices and corporate investors. Investment Research Partners LLC positions itself as a boutique outsourcing partner, offering thematic research, customized model-ready reports and advisor support to inform mid-cap and sector-focused investment decisions, emphasizing actionable insight over product distribution.
Specialist investment research and advisory firm delivering institutional-grade equity and credit research, sell-side analytics, and portfolio due diligence for asset managers, family offices and corporate investors. Investment Research Partners LLC positions itself as a boutique outsourcing partner, offering thematic research, customized model-ready reports and advisor support to inform mid-cap and sector-focused investment decisions, emphasizing actionable insight over product distribution.
Investment Philosophy & Strategy
Operates as a research-centric boutique that prioritizes deep fundamental and thematic analysis to support active managers and private capital. Capital deployment philosophy favors conviction-driven, mid-cap and sector-focused ideas underwritten with rigorous cash-flow and credit sensitivity workstreams. Portfolio approach is advisory and outcome-oriented—providing model-ready research, scenario analysis and position-sizing guidance rather than market timing. Risk discipline emphasizes downside protection, stress testing and liquidity analysis; time horizon aligns with multi-quarter to multi-year value realization. Competitive edge derives from bespoke diligence, sell-side analytics integration and repeat advisory relationships.
Operates as a research-centric boutique that prioritizes deep fundamental and thematic analysis to support active managers and private capital. Capital deployment philosophy favors conviction-driven, mid-cap and sector-focused ideas underwritten with rigorous cash-flow and credit sensitivity workstreams. Portfolio approach is advisory and outcome-oriented—providing model-ready research, scenario analysis and position-sizing guidance rather than market timing. Risk discipline emphasizes downside protection, stress testing and liquidity analysis; time horizon aligns with multi-quarter to multi-year value realization. Competitive edge derives from bespoke diligence, sell-side analytics integration and repeat advisory relationships.
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:
14.42%
Gain -0.44%
Monthly
1.08%
Yearly
13.77%
Drawdown
6.48%
$295.2M
Equity
Holdings
$295.2M
Investment
$265M
$31.26M
Profit -$1.1M
Realized
$1.06M
Unrealized
$30.19M
Dividends
$6.13M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$1.1M
Win %
62%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$3.69M
Win %
62%
This Month
Compared to last month
Gain
0.82%
Profit
$2.41M
Win %
62%
This Year
Compared to last year
Gain
0.2%
Profit
$648,740.84
Win %
62%
TTE TotalEnergies SE
+2.62%
+$41,221.76 
BP BP p.l.c. Sponsored ADR
+2.51%
+$10,242.45 
F Ford Motor Company
+2.44%
+$13,595.7 
RTX RTX Corporation
+2.39%
+$10,921.39 
LMT Lockheed Martin Corporation
+2.27%
+$9,511.15 
HST Host Hotels & Resorts Inc.
+2.26%
+$26,482.68 
LNG Cheniere Energy Inc.
+2.15%
+$12,980.39 
EOG EOG Resources, Inc.
+2.15%
+$6,045.04 
SHEL Shell plc
+2.13%
+$20,846.93 
CCI Crown Castle Inc.
+2.12%
+$6,466.43 
UL Unilever PLC Sponsored American Depositary Receipt
+2.1%
+$13,566 
PEP PepsiCo, Inc.
+2.01%
+$5,749.98 
NUE Nucor Corporation
+1.97%
+$25,376.25 
AEP American Electric Power Company, Inc.
+1.94%
+$5,485.81 
TJX The TJX Companies, Inc.
+1.8%
+$5,648.04 
FTI TechnipFMC plc
+1.8%
+$6,853.56 
NEM Newmont Corporation
+1.74%
+$4,645.11 
EXC Exelon Corporation
+1.7%
+$13,467.6 
C Citigroup Inc.
+1.66%
+$6,583.08 
MAR Marriott International Inc. - Class A
+1.63%
+$9,049.49 
TM Toyota Motor Corporation
+1.59%
+$14,624.75 
GE General Electric Company
+1.58%
+$7,064.69 
CVX Chevron Corporation
+1.55%
+$21,977.31 
JPM JPMorgan Chase & Co.
+1.53%
+$34,928.64 
COF Capital One Financial Corporation
+1.44%
+$6,311.6 
ATO Atmos Energy Corporation
+1.43%
+$2,721.42 
GD General Dynamics Corporation
+1.42%
+$5,251.77 
IX Orix Corporation Sponsored ADR
+1.41%
+$14,061.05 
BHP BHP Group Ltd.
+1.39%
+$9,830.2 
GM General Motors Company
+1.37%
+$5,889.15 
KO The Coca-Cola Company
+1.36%
+$4,780.3 
PCG PG&E Corporation
+1.35%
+$5,134.68 
HD The Home Depot, Inc.
+1.31%
+$6,597.41 
WFC Wells Fargo & Company
+1.31%
+$9,322.32 
LYB LyondellBasell Industries N.V.
+1.25%
+$5,509.92 
RELX Relx PLC Sponsored ADR
+1.21%
+$6,697.4 
CMI Cummins Inc.
+1.21%
+$2,917.33 
HSY The Hershey Company
+1.19%
+$5,909.43 
PG Procter & Gamble Co
+1.19%
+$12,345.73 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$2,621.28 
MET MetLife Inc.
+1.17%
+$3,509.72 
COST Costco Wholesale Corporation
+1.17%
+$21,055.8 
D Dominion Energy, Inc.
+1.13%
+$2,998.33 
LOW Lowe's Companies Inc.
+1.12%
+$12,339.8 
ET Energy Transfer L.P.
+1.11%
+$2,256.98 
RYN Rayonier Inc.
+1.11%
+$2,579.64 
HDV iShares Core High Dividend ETF
+1.1%
+$39,806.65 
ROST Ross Stores, Inc.
+1.09%
+$3,207.36 
ETR Entergy Corporation
+1.09%
+$3,005.8 
GSK GSK plc Sponsored ADR
+1.07%
+$4,927.12 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.07%
+$7,965.07 
ACN Accenture plc Class A
+1.06%
+$10,902.04 
NEE NextEra Energy, Inc.
+1.06%
+$8,528.52 
TNGY Tortoise Energy Fund, Inc.
+1.06%
+$2,131.78 
MRK Merck & Co., Inc.
+1.05%
+$9,496.71 
PTON Peloton Interactive, Inc.
+1.05%
+$740.79 
VIK Viking Holdings Ltd
+1.04%
+$2,212 
UGI UGI Corporation
+1.04%
+$4,730.31 
ES Eversource Energy
+1.01%
+$3,048.5 
HMC Honda Motor Co., Ltd.
+0.97%
+$8,690.52 
EXPE Expedia Group, Inc.
+0.96%
+$6,092.08 
ING ING Groep N.V. Sponsored ADR
+0.96%
+$5,097.28 
SLF Sun Life Financial Inc.
+0.92%
+$7,532.75 
PSX Phillips 66
+0.9%
+$10,592.75 
O Realty Income Corporation
+0.88%
+$3,038 
ZTS Zoetis Inc.
+0.87%
+$2,631.77 
FISV Fiserv, Inc.
+0.87%
+$4,829.8 
ORLY O'Reilly Automotive Inc.
+0.85%
+$6,859.93 
AON Aon plc
+0.82%
+$2,147.61 
AAPL Apple Inc.
+0.82%
+$82,023.21 
WMB The Williams Companies, Inc.
+0.81%
+$2,857.12 
VZ Verizon Communications Inc.
+0.79%
+$8,004.5 
BNY BlackRock New York Municipal Income Trust
+0.79%
+$1,668.81 
AXP American Express Company
+0.77%
+$11,514.98 
BRK-B Berkshire Hathaway Inc.
+0.76%
+$10,487.74 
DIS The Walt Disney Company
+0.74%
+$2,867.7 
IDV iShares International Select Dividend ETF
+0.74%
+$11,014.29 
KHC The Kraft Heinz Company
+0.73%
+$7,465.04 
MAS Masco Corporation
+0.73%
+$1,983.79 
BAC Bank of America Corporation
+0.72%
+$5,436.75 
LLY Eli Lilly and Company
+0.68%
+$15,791.87 
CBOE Cboe Global Markets Inc.
+0.67%
+$6,225.32 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$9,040.7 
V Visa Inc. Class A
+0.63%
+$8,771.1 
EIX Edison International
+0.63%
+$2,031.05 
CB Chubb Limited
+0.62%
+$4,051.5 
IAT iShares U.S. Regional Banks ETF
+0.59%
+$1,493.28 
AMLP Alerian MLP ETF
+0.58%
+$1,534.8 
T AT&T Inc.
+0.57%
+$2,502.63 
KVUE Kenvue Inc.
+0.56%
+$1,904.28 
PH Parker-Hannifin Corporation
+0.56%
+$1,196.38 
SYK Stryker Corporation
+0.55%
+$2,407.31 
RF Regions Financial Corporation
+0.53%
+$5,328.75 
KBWB Invesco KBW Bank ETF
+0.53%
+$2,558.98 
TRV The Travelers Companies, Inc.
+0.49%
+$2,291.71 
ABBV AbbVie Inc.
+0.49%
+$7,037.24 
DRI Darden Restaurants, Inc.
+0.48%
+$1,006.02 
SJM The J.M. Smucker Company
+0.48%
+$4,236.21 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.47%
+$2,511.6 
PFE Pfizer Inc.
+0.46%
+$3,070.84 
JNJ Johnson & Johnson
+0.46%
+$10,328.64 
DG Dollar General Corporation
+0.46%
+$1,365.79 
ALCO Alico Inc.
+0.43%
+$953.53 
NVS Novartis AG Sponsored ADR
+0.43%
+$4,448 
WMT Walmart Inc.
+0.42%
+$5,648.44 
BDN Brandywine Realty Trust
+0.38%
+$686.7 
DGRO iShares Core Dividend Growth ETF
+0.37%
+$2,645.56 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.37%
+$1,064.38 
LYG Lloyds Banking Group Plc ADR
+0.37%
+$259.22 
MCK McKesson Corporation
+0.36%
+$6,190.18 
ADP Automatic Data Processing Inc.
+0.36%
+$1,048.54 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$3,246.66 
IQLT iShares MSCI International Quality Factor ETF
+0.35%
+$3,507.35 
GEV GE Vernova Inc.
+0.34%
+$979.33 
XIFR Xplr Infrastructure Partners L.P.
+0.3%
+$918.93 
BWA BorgWarner Inc.
+0.29%
+$527.51 
AMGN Amgen Inc.
+0.29%
+$4,862.5 
GPMT Granite Point Mortgage Trust Inc.
+0.28%
+$16.84 
MRSH Marsh & McLennan Companies, Inc.
+0.28%
+$678.6 
EFA iShares MSCI EAFE ETF
+0.28%
+$2,034.33 
MS Morgan Stanley
+0.27%
+$1,009.38 
EHC Encompass Health Corporation
+0.26%
+$657.03 
VLO Valero Energy Corporation
+0.24%
+$1,132.92 
FCX Freeport-McMoRan Inc.
+0.23%
+$920.49 
MCD McDonald's Corporation
+0.23%
+$689.7 
URI United Rentals, Inc.
+0.21%
+$451.48 
BA Boeing Company
+0.2%
+$556.32 
AME Ametek Inc.
+0.19%
+$2,596.32 
DOLE Dole plc
+0.19%
+$1,432.03 
PNR Pentair plc
+0.18%
+$371.55 
NVDA NVIDIA Corporation
+0.15%
+$18,695.95 
DEA Easterly Government Properties, Inc.
+0.14%
+$357.21 
CAT Caterpillar Inc.
+0.12%
+$756.23 
MA Mastercard Incorporated
+0.1%
+$1,520.62 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.1%
+$8,452.08 
MPC Marathon Petroleum Corporation
+0.09%
+$484.19 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.09%
+$548.41 
LKQ LKQ Corporation
+0.09%
+$197.24 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$2,115.72 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$384.03 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$141.56 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$933.32 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$1,222.92 
IWD iShares Russell 1000 Value ETF
+0.03%
+$89.12 
VONV Vanguard Russell 1000 Value Index Fund
+0.01%
+$46.05 
ABNB Airbnb, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNOW Snowflake Inc.
-7.18%
-$27,776.79 
FTNT Fortinet Inc.
-7.02%
-$28,234.47 
RBRK Rubrik, Inc.
-6.74%
-$20,821.94 
TMDX TransMedics Group Inc.
-6.08%
-$26,807.25 
STX Seagate Technology Holdings plc
-5.57%
-$19,225 
HPE Hewlett Packard Enterprise Company
-5.36%
-$74,515.67 
CIEN Ciena Corporation
-4.76%
-$353,814.33 
TEAM Atlassian Corporation Class A
-4.71%
-$27,420.26 
WDC Western Digital Corporation
-4.4%
-$14,910.26 
SNDK SanDisk Corporation
-4.26%
-$11,112.47 
ZM Zoom Video Communications, Inc.
-4.11%
-$12,737.25 
INTC Intel Corporation
-3.86%
-$36,689.6 
MU Micron Technology, Inc.
-3.62%
-$43,649.28 
SNPS Synopsys, Inc.
-3.48%
-$9,094.92 
ORCL Oracle Corporation
-3.46%
-$34,558.56 
AMD Advanced Micro Devices, Inc.
-3.46%
-$13,167.64 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.3%
-$16,245.77 
XBI SPDR S&P Biotech ETF
-3.08%
-$66,181.5 
LRCX Lam Research Corporation
-3.07%
-$59,539.33 
GLW Corning Incorporated
-3.04%
-$7,426.83 
AMAT Applied Materials, Inc.
-3.01%
-$10,977.37 
ANET Arista Networks, Inc.
-2.96%
-$9,784.5 
AVGO Broadcom Inc.
-2.89%
-$101,621.78 
KLAC KLA Corporation
-2.62%
-$5,267.01 
ADBE Adobe Inc.
-2.56%
-$18,075.92 
NFLX Netflix, Inc.
-2.53%
-$7,085.84 
JBHT J.B. Hunt Transport Services, Inc.
-2.48%
-$12,208.02 
HPQ HP Inc.
-2.42%
-$15,714.28 
META Meta Platforms Inc Class A
-2.21%
-$92,191.51 
TER Teradyne, Inc.
-2.06%
-$4,334.83 
MSFT Microsoft Corp.
-1.94%
-$147,115.1 
VRT Vertiv Holdings Co
-1.91%
-$28,774.11 
ARE Alexandria Real Estate Equities, Inc.
-1.89%
-$14,679.2 
VGT Vanguard Information Technology ETF
-1.83%
-$8,075.2 
VRSN Verisign Inc.
-1.79%
-$8,007.67 
TMO Thermo Fisher Scientific Inc.
-1.64%
-$7,202.04 
CSCO Cisco Systems, Inc.
-1.64%
-$41,713.2 
GOOGL Alphabet Inc
-1.6%
-$91,060.02 
NVT nVent Electric plc
-1.58%
-$3,093.09 
EW Edwards Lifesciences Corporation
-1.54%
-$9,082.07 
DKNG DraftKings Inc.
-1.5%
-$2,395.98 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$13,028.58 
DE Deere & Company
-1.43%
-$16,991.87 
CNC Centene Corporation
-1.4%
-$6,671.61 
UNH UnitedHealth Group Incorporated
-1.39%
-$9,231.48 
GOOG Alphabet Inc
-1.39%
-$17,265.36 
ETN Eaton Corporation plc
-1.37%
-$3,438.96 
IQV IQVIA Holdings Inc.
-1.36%
-$8,199.18 
DVYE iShares Emerging Markets Dividend ETF
-1.33%
-$6,301.76 
APH Amphenol Corporation
-1.24%
-$6,718.52 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.21%
-$3,904.49 
DAL Delta Air Lines, Inc.
-1.19%
-$5,657.19 
FIX Comfort Systems USA, Inc.
-1.16%
-$5,724.77 
A Agilent Technologies Inc.
-1.15%
-$7,237.66 
HTGC Hercules Capital Inc.
-1.11%
-$4,768.74 
TSLA Tesla, Inc.
-1.11%
-$10,093.17 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$11,806.14 
PWR Quanta Services Inc.
-1.07%
-$7,891.38 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.05%
-$11,182.5 
QCOM QUALCOMM Incorporated
-1%
-$12,728.62 
VRTX Vertex Pharmaceuticals Incorporated
-1%
-$4,866.04 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$4,337.28 
MOS Mosaic Company
-0.92%
-$4,495.4 
GNRC Generac Holdings Inc.
-0.85%
-$2,705.67 
BEN Franklin Resources Inc.
-0.81%
-$2,852.68 
PTL Inspire 500 ETF
-0.81%
-$66,531.96 
IBM International Business Machines Corporation
-0.79%
-$14,000.22 
TGT Target Corporation
-0.75%
-$3,857.49 
GILD Gilead Sciences Inc.
-0.71%
-$6,095.7 
CFG Citizens Financial Group, Inc.
-0.69%
-$1,297.17 
AMZN Amazon.com Inc
-0.68%
-$16,058.37 
EME EMCOR Group, Inc.
-0.67%
-$1,570.92 
SUSA iShares MSCI USA ESG Select ETF
-0.67%
-$3,013.49 
MDT Medtronic plc
-0.66%
-$4,912.74 
DHR Danaher Corporation
-0.65%
-$4,922.6 
DFUS Dimensional U.S. Equity Market ETF
-0.65%
-$7,808.76 
EQIX Equinix, Inc.
-0.63%
-$1,316.7 
PRU Prudential Financial, Inc.
-0.61%
-$4,976.4 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$1,563.05 
SCHX Schwab U.S. Large-Cap ETF
-0.59%
-$3,477.78 
GBDC Golub Capital BDC, Inc.
-0.57%
-$2,864.26 
DECK Deckers Outdoor Corporation
-0.57%
-$2,056.53 
UPS United Parcel Service, Inc.
-0.56%
-$10,552.85 
CEG Constellation Energy Corporation
-0.56%
-$1,496.88 
IVV iShares Core S&P 500 ETF
-0.56%
-$55,538.42 
COLD Americold Realty Trust
-0.54%
-$2,166.3 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.53%
-$2,979.8 
SAN Banco Santander S.A. Sponsored ADR
-0.52%
-$835.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.52%
-$1,163.16 
MTD Mettler-Toledo International Inc.
-0.51%
-$5,218.19 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$7,783.24 
VHT Vanguard Health Care ETF
-0.5%
-$1,128.15 
CRS Carpenter Technology Corporation
-0.49%
-$901.34 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$2,634.44 
VOO Vanguard S&P 500 ETF
-0.48%
-$2,900.03 
INCY Incyte Corporation
-0.47%
-$1,034.15 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$3,004.92 
FDX FedEx Corporation
-0.39%
-$1,250.59 
GIS General Mills, Inc.
-0.38%
-$1,079 
CWEN Clearway Energy Inc.
-0.37%
-$1,485.88 
TPSC Timothy Plan US Small Cap Core ETF
-0.34%
-$7,969.32 
ROP Roper Technologies Inc.
-0.34%
-$3,206.74 
JCI Johnson Controls International plc
-0.33%
-$1,432.83 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.32%
-$1,947.53 
EVR Evercore Inc.
-0.29%
-$477 
EFX Equifax Inc.
-0.26%
-$556.49 
OAIM OneAscent International Equity ETF
-0.25%
-$8,598.93 
WCN Waste Connections Inc.
-0.24%
-$865.87 
BEPC Brookfield Renewable Corporation
-0.24%
-$2,183.44 
CIG Companhia Energética de Minas Gerais S.A. ADR
-0.22%
-$1,021.66 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.21%
-$12,862.24 
RSP Invesco S&P 500 Equal Weight ETF
-0.2%
-$8,357.66 
AMP Ameriprise Financial, Inc.
-0.2%
-$1,344.68 
REGN Regeneron Pharmaceuticals, Inc.
-0.18%
-$683.46 
MUB iShares National Muni Bond ETF
-0.18%
-$7,048.62 
WAB Wabtec Corporation
-0.16%
-$650.9 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.14%
-$8,529.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$11,455.73 
AWF AllianceBernstein Global High Income Fund Inc.
-0.1%
-$1,006.6 
IUSB iShares Core Universal USD Bond ETF
-0.1%
-$210.78 
BKNG Booking Holdings Inc.
-0.1%
-$233.44 
FBND Fidelity Total Bond ETF
-0.07%
-$174.09 
CF CF Industries Holdings, Inc.
-0.06%
-$191.45 
MAA Mid-America Apartment Communities, Inc.
-0.05%
-$212.57 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$2,895.88 
BMY Bristol-Myers Squibb Company
-0.03%
-$333.96 
MTZ MasTec, Inc. Common Stock
-0.03%
-$36.54 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.03%
-$479.48 
IEI iShares 3-7 Year Treasury Bond ETF
-0.03%
-$142.02 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$254 Events
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Dividends
Dividend Analysis
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No Data
| Trades 905 | Longs Won 545/905 60% | Profit Factor 3.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $183,530.88 |
| Average Win $78,928.8 | Best Trade (Oct 15) $3.46M | Sharpe Ratio -10.51 |
| Average Loss -$32,668.96 | Worst Trade (Oct 16) -$908,243.59 | Z-Score 7.07 (100%) |
| Commissions $0 | Avg. Trade Length 7m 6d | Expectancy $34,536.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,583 | $461,425.88 | $621,757.99 | - | $160,332.11 | 34.75% | -1.151% |
| AAPL Apple Inc. | 29,399 | $7.61M | $10.14M | - | $2.53M | 33.21% | +0.816% |
| ABBV AbbVie Inc. | 5,081 | $1.15M | $1.45M | - | $295,006.26 | 25.61% | +0.489% |
| ABNB Airbnb, Inc. | 2,824 | $362,215.25 | $492,166.72 | - | $129,951.47 | 35.88% | 0.0 |
| ACN Accenture plc Class A | 4,552 | $878,467.09 | $1.03M | - | $156,270.79 | 17.79% | +1.065% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 80,389 | $5.41M | $5.99M | - | $572,603.89 | 10.57% | -0.214% |
| ADBE Adobe Inc. | 2,809 | $853,889.67 | $688,865.11 | - | -$165,024.56 | -19.33% | -2.557% |
| ADP Automatic Data Processing Inc. | 1,018 | $228,030 | $291,840.24 | - | $63,810.24 | 27.98% | +0.361% |
| AEP American Electric Power Company, Inc. | 2,281 | $256,612.5 | $288,991.29 | - | $32,378.79 | 12.62% | +1.935% |
| AGG iShares Core U.S. Aggregate Bond ETF | 104,143 | $10.48M | $9.92M | - | -$553,560.21 | -5.28% | -0.115% |
| ALCO Alico Inc. | 5,779 | $239,077 | $220,439.95 | - | -$18,637.05 | -7.8% | +0.434% |
| AMAT Applied Materials, Inc. | 848 | $377,516 | $353,671.12 | - | -$23,844.88 | -6.32% | -3.01% |
| AMD Advanced Micro Devices, Inc. | 677 | $393,276 | $367,462.06 | - | -$25,813.94 | -6.56% | -3.459% |
| AME Ametek Inc. | 5,409 | $1.04M | $1.35M | - | $305,701.53 | 29.36% | +0.193% |
| AMGN Amgen Inc. | 3,890 | $1.15M | $1.69M | - | $539,910.11 | 46.81% | +0.288% |
| AMLP Alerian MLP ETF | 5,116 | $238,763.61 | $267,106.36 | - | $28,342.75 | 11.87% | +0.578% |
| AMP Ameriprise Financial, Inc. | 1,338 | $638,127.51 | $671,107.35 | - | $32,979.84 | 5.17% | -0.2% |
| AMZN Amazon.com Inc | 9,229 | $2.14M | $2.34M | - | $191,857.42 | 8.95% | -0.683% |
| ANET Arista Networks, Inc. | 1,779 | $302,217 | $320,362.32 | - | $18,145.32 | 6% | -2.964% |
| AON Aon plc | 910 | $301,838 | $263,135.6 | - | -$38,702.4 | -12.82% | +0.823% |
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FAQ
Which stocks have generated the highest profits for Investment Research Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $955,888.79, SanDisk Corporation - $828,500.55, Ciena Corporation - $415,074.06, iShares Core U.S. Aggregate Bond ETF - $383,572.68, and Intel Corporation - $350,190.52. 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: Atlassian Corporation Class A - $208,622.5, Roblox Corporation - $117,332.22, Fiserv, Inc - $75,384.92, Elastic N.V - $71,793.21, and SPDR Gold Shares - $65,810.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Investment Research Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.13M earned over time. The largest contributors to dividend income include abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $955,888.79, iShares Core U.S. Aggregate Bond ETF - $384,071.1, iShares Short-Term National Muni Bond ETF - $223,604.24, iShares Core 1-5 Year USD Bond ETF - $171,882.24, and ISHARES MSCI ACWI EX U.S. ETF - $139,147.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Investment Research Partners LLC's monthly returns?
Investment Research Partners LLC'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 Investment Research Partners LLC's strategy be considered aggressive or moderate?
Investment Research Partners LLC'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 Investment Research Partners LLC's strategy?
Investment Research Partners LLC'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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