IRP
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:
14.99%
Gain -0.62%
Monthly
1.27%
Yearly
14.99%
Drawdown
6.48%
$270.37M
Equity
Holdings
$270.37M
Investment
$238.12M
$32.3M
Profit -$1.48M
Realized
$49,464.73
Unrealized
$32.25M
Dividends
$5.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.48M
Win %
71%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.8M
Win %
71%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.48M
Win %
71%
This Year
Compared to last year
Gain
10.72%
Profit
$26.17M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$254,796.89 
ETN Eaton Corporation plc
+7.32%
+$17,637.13 
GOOG Alphabet Inc
+6.88%
+$60,434.07 
GOOGL Alphabet Inc
+6.73%
+$355,655.16 
GPMT Granite Point Mortgage Trust Inc.
+6.67%
+$2,175.3 
VRT Vertiv Holdings Co
+6.18%
+$94,860.01 
CBOE Cboe Global Markets Inc.
+4.62%
+$39,525.99 
ZM Zoom Video Communications, Inc.
+4.06%
+$10,785 
FTI TechnipFMC plc
+3.98%
+$15,461.82 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$6,898.35 
META Meta Platforms Inc Class A
+3.28%
+$90,945.87 
MSFT Microsoft Corp.
+3.02%
+$160,429.86 
HTGC Hercules Capital Inc.
+3.01%
+$11,560.8 
NVDA NVIDIA Corporation
+2.93%
+$305,845.1 
LYB LyondellBasell Industries N.V.
+2.71%
+$8,739.57 
GNRC Generac Holdings Inc.
+2.71%
+$8,190 
MTD Mettler-Toledo International Inc.
+2.58%
+$19,807.98 
CVX Chevron Corporation
+2.35%
+$25,217.08 
ORLY O'Reilly Automotive Inc.
+2.28%
+$15,929.95 
CNC Centene Corporation
+2.27%
+$9,472.32 
BP BP p.l.c. Sponsored ADR
+2.26%
+$7,235 
GLW Corning Incorporated
+2.24%
+$5,893.35 
CSCO Cisco Systems, Inc.
+2.14%
+$58,288.41 
LNG Cheniere Energy Inc.
+2.13%
+$10,072.3 
BEN Franklin Resources Inc.
+2.08%
+$6,220.35 
JCI Johnson Controls International plc
+1.93%
+$6,952.78 
FIX Comfort Systems USA, Inc.
+1.88%
+$8,758.74 
ORCL Oracle Corporation
+1.81%
+$15,310.68 
ZTS Zoetis Inc.
+1.66%
+$3,383.1 
SHEL Shell plc
+1.62%
+$10,632.51 
HPE Hewlett Packard Enterprise Company
+1.61%
+$17,088.6 
ACN Accenture plc Class A
+1.61%
+$6,490.86 
HPQ HP Inc.
+1.53%
+$7,301.28 
VZ Verizon Communications Inc.
+1.52%
+$15,757 
LMT Lockheed Martin Corporation
+1.5%
+$5,859.77 
PWR Quanta Services Inc.
+1.43%
+$11,077.79 
TNGY Tortoise Energy Fund, Inc.
+1.42%
+$2,609.25 
GE General Electric Company
+1.42%
+$5,266.41 
CIEN Ciena Corporation
+1.34%
+$103,449.15 
COP ConocoPhillips
+1.22%
+$2,617.25 
VRSN Verisign Inc.
+1.2%
+$3,529.44 
WFC Wells Fargo & Company
+1.19%
+$6,173.04 
AMAT Applied Materials, Inc.
+1.18%
+$3,646.21 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,204.86 
NOW ServiceNow, Inc.
+1.05%
+$2,474.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$3,219.5 
ADBE Adobe Inc.
+1.01%
+$7,650.51 
TTE TotalEnergies SE
+0.95%
+$14,093.42 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,434.86 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$791.84 
AMLP Alerian MLP ETF
+0.89%
+$2,515.17 
WMB The Williams Companies, Inc.
+0.89%
+$3,316.95 
IBM International Business Machines Corporation
+0.86%
+$12,317.46 
GEV GE Vernova Inc.
+0.85%
+$2,002.71 
MCD McDonald's Corporation
+0.82%
+$2,096.61 
OAIM OneAscent International Equity ETF
+0.78%
+$26,568.79 
TSLA Tesla, Inc.
+0.76%
+$4,635 
MPC Marathon Petroleum Corporation
+0.76%
+$2,442.59 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,870.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,295.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,169.91 
AME Ametek Inc.
+0.71%
+$8,069.97 
CAT Caterpillar Inc.
+0.7%
+$4,592.69 
ROP Roper Technologies Inc.
+0.7%
+$6,000.32 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,537.95 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$8,023.69 
IVV iShares Core S&P 500 ETF
+0.69%
+$66,478.08 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,693.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,217.22 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,003.88 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,765.83 
BEPC Brookfield Renewable Corporation
+0.63%
+$6,201.93 
EXPE Expedia Group, Inc.
+0.62%
+$2,505.04 
ET Energy Transfer L.P.
+0.59%
+$1,631.52 
EXC Exelon Corporation
+0.53%
+$4,129.92 
STX Seagate Technology Holdings plc
+0.52%
+$2,336.26 
GM General Motors Company
+0.52%
+$1,857.02 
PSX Phillips 66
+0.51%
+$3,409.5 
TMDX TransMedics Group Inc.
+0.5%
+$1,653.76 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,236.54 
PFE Pfizer Inc.
+0.4%
+$1,549.7 
RTX RTX Corporation
+0.39%
+$1,499.4 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,289.4 
AVGO Broadcom Inc.
+0.37%
+$14,562.72 
PG Procter & Gamble Co
+0.37%
+$3,340.59 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,054.8 
BAC Bank of America Corporation
+0.36%
+$2,514.6 
XIFR Xplr Infrastructure Partners L.P.
+0.34%
+$1,183.28 
RF Regions Financial Corporation
+0.32%
+$3,320.3 
GD General Dynamics Corporation
+0.32%
+$1,185.84 
MRK Merck & Co., Inc.
+0.32%
+$2,567.07 
JPM JPMorgan Chase & Co.
+0.27%
+$5,582.66 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,403.47 
SLF Sun Life Financial Inc.
+0.22%
+$1,707.66 
JNJ Johnson & Johnson
+0.21%
+$4,414.37 
KBWB Invesco KBW Bank ETF
+0.2%
+$1,120.81 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$864 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,714.44 
T AT&T Inc.
+0.17%
+$734.36 
MS Morgan Stanley
+0.17%
+$728.28 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$1,452.64 
HST Host Hotels & Resorts Inc.
+0.16%
+$1,778.08 
PTON Peloton Interactive, Inc.
+0.16%
+$110.85 
CB Chubb Limited
+0.15%
+$807.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$454.48 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$2,667.97 
C Citigroup Inc.
+0.1%
+$349.93 
NUE Nucor Corporation
+0.1%
+$1,249.75 
WMT Walmart Inc.
+0.09%
+$1,212.52 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$605.14 
PTL Inspire 500 ETF
+0.07%
+$5,989.2 
AEP American Electric Power Company, Inc.
+0.06%
+$162.19 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$205.38 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$472.6 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$449.65 
HDV iShares Core High Dividend ETF
+0.04%
+$1,282.4 
DIS The Walt Disney Company
+0.03%
+$101.43 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$904.94 
CWEN Clearway Energy Inc.
0%
$0 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
STKL SunOpta Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$39,196.25 
AAPL Apple Inc.
-7.35%
-$644,925.04 
ALIT Alight Inc.
-7.06%
-$1,376.37 
EIX Edison International
-6.81%
-$29,335.28 
SYK Stryker Corporation
-6.42%
-$28,863.28 
MU Micron Technology, Inc.
-5.9%
-$58,548.35 
SNDK SanDisk Corporation
-5.09%
-$26,377.65 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$35,019.82 
RELX Relx PLC Sponsored ADR
-3.25%
-$14,412.09 
CI The Cigna Group
-2.99%
-$6,767.47 
XBI SPDR S&P Biotech ETF
-2.94%
-$66,585.58 
MOS Mosaic Company
-2.85%
-$13,785.2 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,910.94 
QCOM QUALCOMM Incorporated
-2.63%
-$27,491.17 
COLD Americold Realty Trust
-2.56%
-$4,458.87 
ABBV AbbVie Inc.
-2.51%
-$31,107.76 
SJM The J.M. Smucker Company
-2.41%
-$14,519.9 
PCG PG&E Corporation
-2.25%
-$8,959.2 
NEM Newmont Corporation
-2.14%
-$3,919.6 
KHC The Kraft Heinz Company
-2.01%
-$21,806.85 
NFLX Netflix, Inc.
-2%
-$6,526.2 
HMC Honda Motor Co., Ltd.
-1.99%
-$12,954.57 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$14,881.36 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,021.33 
BHP BHP Group Ltd.
-1.64%
-$9,452.64 
LRCX Lam Research Corporation
-1.58%
-$32,025.87 
GLD SPDR Gold Shares
-1.49%
-$5,974.05 
NVS Novartis AG Sponsored ADR
-1.45%
-$14,021.73 
DEA Easterly Government Properties, Inc.
-1.42%
-$3,515.75 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$15,461.12 
DAL Delta Air Lines, Inc.
-1.3%
-$6,733.25 
TM Toyota Motor Corporation
-1.28%
-$9,534.92 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,866.13 
HSY The Hershey Company
-1.23%
-$6,409.19 
F Ford Motor Company
-1.21%
-$7,686.9 
TJX The TJX Companies, Inc.
-1.21%
-$2,444.15 
DOLE Dole plc
-1.19%
-$6,072.4 
IQV IQVIA Holdings Inc.
-1.17%
-$5,636.92 
NEE NextEra Energy, Inc.
-1.15%
-$8,196.15 
DE Deere & Company
-1.13%
-$11,532.78 
PNR Pentair plc
-1.1%
-$1,854.93 
LOW Lowe's Companies Inc.
-1.08%
-$12,028.74 
PLD Prologis Inc.
-1.08%
-$5,828.62 
MCK McKesson Corporation
-1.08%
-$14,967.94 
INTC Intel Corporation
-1.02%
-$12,191.37 
KO The Coca-Cola Company
-1.02%
-$2,490.3 
UPS United Parcel Service, Inc.
-1%
-$19,539.45 
EW Edwards Lifesciences Corporation
-0.98%
-$5,306.55 
XOM Exxon Mobil Corporation
-0.97%
-$3,890.79 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$4,804.8 
MAS Masco Corporation
-0.87%
-$2,266.74 
O Realty Income Corporation
-0.87%
-$3,151.12 
NXTE AXS Green Alpha ETF
-0.84%
-$2,473.8 
GILD Gilead Sciences Inc.
-0.81%
-$6,553.69 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$8,299.63 
D Dominion Energy, Inc.
-0.8%
-$2,004.24 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,686.06 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.79%
-$5,181.33 
SPGI S&P Global Inc.
-0.74%
-$1,559.57 
MA Mastercard Incorporated
-0.74%
-$8,959.01 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,867.9 
GSK GSK plc Sponsored ADR
-0.73%
-$3,111.82 
MAR Marriott International Inc. - Class A
-0.71%
-$3,741.83 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$2,019.69 
LKQ LKQ Corporation
-0.66%
-$1,296 
AMGN Amgen Inc.
-0.64%
-$9,091.72 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,015.87 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,711.08 
EME EMCOR Group, Inc.
-0.62%
-$1,501.76 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,897.6 
DHR Danaher Corporation
-0.61%
-$2,247.91 
PRU Prudential Financial, Inc.
-0.56%
-$4,714.07 
WAB Wabtec Corporation
-0.55%
-$2,017.6 
COF Capital One Financial Corporation
-0.54%
-$1,270.13 
LLY Eli Lilly and Company
-0.53%
-$10,132.89 
CF CF Industries Holdings, Inc.
-0.46%
-$1,643.72 
PEP PepsiCo, Inc.
-0.46%
-$890.88 
TRV The Travelers Companies, Inc.
-0.43%
-$1,473.52 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,454.85 
HD The Home Depot, Inc.
-0.42%
-$1,403.92 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,678.17 
ETR Entergy Corporation
-0.38%
-$1,111.1 
VGT Vanguard Information Technology ETF
-0.38%
-$1,823.2 
AXP American Express Company
-0.38%
-$5,735.27 
FDX FedEx Corporation
-0.37%
-$1,121.25 
MDT Medtronic plc
-0.37%
-$1,582.4 
ABNB Airbnb, Inc.
-0.37%
-$1,394.96 
KVUE Kenvue Inc.
-0.36%
-$1,278.76 
DG Dollar General Corporation
-0.35%
-$844.64 
BDN Brandywine Realty Trust
-0.33%
-$600.07 
CEG Constellation Energy Corporation
-0.31%
-$779.22 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,751.98 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,202.18 
CCI Crown Castle Inc.
-0.27%
-$771.33 
FBND Fidelity Total Bond ETF
-0.27%
-$670.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$24,208.25 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$5,091.6 
A Agilent Technologies Inc.
-0.24%
-$1,100.95 
FISV Fiserv, Inc.
-0.24%
-$1,643.33 
COST Costco Wholesale Corporation
-0.24%
-$3,891.91 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$1,295.91 
IX Orix Corporation Sponsored ADR
-0.22%
-$2,234.16 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$468.4 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$16,611.5 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$2,100.56 
BKNG Booking Holdings Inc.
-0.18%
-$425.02 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$9,991.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,829.19 
UGI UGI Corporation
-0.17%
-$570.42 
IDV iShares International Select Dividend ETF
-0.14%
-$2,129.4 
MUB iShares National Muni Bond ETF
-0.11%
-$4,244.64 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$424.92 
GBDC Golub Capital BDC, Inc.
-0.08%
-$369.88 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$906.35 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.06%
-$340.52 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$2,480.46 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,276.57 
V Visa Inc. Class A
-0.04%
-$430.61 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$149.33 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$173.08 
TGT Target Corporation
-0.01%
-$57.84 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$185.11 Events
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Dividends
Dividend Analysis
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No Data
| Trades 641 | Longs Won 413/641 64% | Profit Factor 4.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,469.32 |
| Average Win $98,392.3 | Best Trade (Aug 18) $4.39M | Sharpe Ratio -9.96 |
| Average Loss -$36,559.23 | Worst Trade (Aug 02) -$907,869.07 | Z-Score 10.5 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w | Expectancy $50,391.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,238 | $415,597.3 | $448,042.06 | - | $32,444.76 | 7.81% | -0.245% |
| AAPL Apple Inc. | 26,302 | $6.71M | $8.12M | - | $1.41M | 21.03% | -7.354% |
| ABBV AbbVie Inc. | 4,808 | $1.08M | $1.21M | - | $123,226.63 | 11.38% | -2.513% |
| ABNB Airbnb, Inc. | 2,491 | $314,563 | $377,436.32 | - | $62,873.32 | 19.99% | -0.368% |
| ACN Accenture plc Class A | 2,468 | $619,134.08 | $409,490.56 | - | -$209,643.52 | -33.86% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 76,855 | $5.15M | $5.78M | - | $637,541.3 | 12.39% | -0.172% |
| ADBE Adobe Inc. | 3,048 | $934,638.21 | $763,249.68 | - | -$171,388.53 | -18.34% | +1.013% |
| AEP American Electric Power Company, Inc. | 2,317 | $260,662.5 | $296,228.45 | - | $35,565.95 | 13.64% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 96,833 | $9.75M | $9.43M | - | -$326,217 | -3.34% | -0.256% |
| ALIT Alight Inc. | 1,066.95 | $12,434.24 | $18,116.81 | - | $5,682.57 | 45.7% | -7.061% |
| AMAT Applied Materials, Inc. | 618 | $211,226 | $313,740.07 | - | $102,514.07 | 48.53% | +1.176% |
| AME Ametek Inc. | 4,747 | $880,968.88 | $1.15M | - | $266,428.54 | 30.24% | +0.708% |
| AMGN Amgen Inc. | 3,666 | $1.07M | $1.41M | - | $339,782.82 | 31.69% | -0.64% |
| AMLP Alerian MLP ETF | 5,133 | $239,557 | $283,957.56 | - | $44,400.56 | 18.53% | +0.894% |
| AMP Ameriprise Financial, Inc. | 1,017 | $490,842.73 | $555,119.31 | - | $64,276.58 | 13.1% | +0.253% |
| AMZN Amazon.com Inc | 7,062 | $1.63M | $1.92M | - | $291,116.55 | 17.9% | +15.321% |
| ARE Alexandria Real Estate Equities, Inc. | 14,309 | $1.07M | $736,198.05 | - | -$331,120.91 | -31.02% | -1.981% |
| ASML ASML Holding N.V. New York Registry Shares | 689 | $676,890.74 | $1.12M | - | $445,490.26 | 65.81% | -1.359% |
| AVGO Broadcom Inc. | 10,113 | $3.35M | $3.94M | - | $587,960.73 | 17.56% | +0.371% |
| AWF AllianceBernstein Global High Income Fund Inc. | 105,028 | $1.16M | $1.06M | - | -$97,700.23 | -8.44% | -0.198% |
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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, Ciena Corporation - $415,074.06, SanDisk Corporation - $357,286.44, iShares Core U.S. Aggregate Bond ETF - $343,585.26, and iShares Short-Term National Muni Bond ETF - $216,030.91. 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, Elastic N.V - $71,793.21, Zscaler Inc - $64,874.32, and Veeva Systems Inc - $48,151.43. 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 $5.17M 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 - $344,083.68, iShares Short-Term National Muni Bond ETF - $215,436.45, iShares Core 1-5 Year USD Bond ETF - $214,745.83, 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.
