DR
Don Ruffin Portfolio
Invests via Park Square Financial Group LLC | Managed by Don Ruffin, Scott Swiney
Invests via Park Square Financial Group LLC
Managed by Don Ruffin, Scott Swiney
Automatically Tracked
Operating executive and investor with multi-decade experience advising growth-stage companies, private investments and board-level governance across technology and consumer sectors. Don Ruffin has led M&A, restructuring and capital raises, and serves as a strategic advisor to founders and institutional investors. Offers hands-on operating background, portfolio oversight capabilities and a focus on value creation through revenue scaling, product-market fit and disciplined capital allocation.
Operating executive and investor with multi-decade experience advising growth-stage companies, private investments and board-level governance across technology and consumer sectors. Don Ruffin has led M&A, restructuring and capital raises, and serves as a strategic advisor to founders and institutional investors. Offers hands-on operating background, portfolio oversight capabilities and a focus on value creation through revenue scaling, product-market fit and disciplined capital allocation.
Investment Philosophy & Strategy
Prioritizes growth-stage investments in technology and consumer businesses, applying an operator-to-investor lens that emphasizes product-market fit, repeatable revenue scaling and disciplined capital allocation. Balances organic growth and strategic M&A to accelerate value creation, with medium-to-long-term horizons tied to operational milestones and cash‑runway discipline. Investment decisions are driven by board-level governance, hands-on operational support, founder alignment and rigorous portfolio oversight to de‑risk execution and maximize exit optionality.
Prioritizes growth-stage investments in technology and consumer businesses, applying an operator-to-investor lens that emphasizes product-market fit, repeatable revenue scaling and disciplined capital allocation. Balances organic growth and strategic M&A to accelerate value creation, with medium-to-long-term horizons tied to operational milestones and cash‑runway discipline. Investment decisions are driven by board-level governance, hands-on operational support, founder alignment and rigorous portfolio oversight to de‑risk execution and maximize exit optionality.
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:
14.7%
Gain -0.18%
Monthly
0.69%
Yearly
8.58%
Drawdown
16.25%
$11.22M
Equity
Holdings
$11.22M
Investment
$9.92M
$17.92M
Profit -$33,807.59
Realized
$16.62M
Unrealized
$1.3M
Dividends
$2.38M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$33,807.59
Win %
72%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$33,807.59
Win %
72%
This Month
Compared to last month
Gain
1.23%
Profit
$136,205.21
Win %
72%
This Year
Compared to last year
Gain
0.72%
Profit
$27,615.1
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$1,551.44 
GOOGL Alphabet Inc
+6.73%
+$2,134.65 
NVT nVent Electric plc
+6.24%
+$1,119.72 
ANET Arista Networks, Inc.
+5.46%
+$139.95 
CBOE Cboe Global Markets Inc.
+4.62%
+$534.69 
CACI Caci International Inc.
+4.27%
+$61.2 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$48.58 
META Meta Platforms Inc Class A
+3.28%
+$371.28 
MSFT Microsoft Corp.
+3.02%
+$694.62 
NVDA NVIDIA Corporation
+2.93%
+$639.52 
STRL Sterling Infrastructure, Inc.
+2.76%
+$96.24 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$513.56 
FSLR First Solar, Inc.
+2.44%
+$55.22 
CVX Chevron Corporation
+2.35%
+$198.88 
WDC Western Digital Corporation
+2.21%
+$106.2 
JD JD.com Inc.
+2.17%
+$54.6 
QLYS Qualys, Inc.
+2.15%
+$39.52 
CSCO Cisco Systems, Inc.
+2.14%
+$342.63 
AM Antero Midstream Corporation
+1.95%
+$26.46 
HAL Halliburton Company
+1.93%
+$144.57 
SHEL Shell plc
+1.62%
+$86.73 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$178.86 
PH Parker-Hannifin Corporation
+1.43%
+$164.88 
GE General Electric Company
+1.42%
+$80.48 
SLB Schlumberger Limited
+1.39%
+$54.4 
KLAC KLA Corporation
+1.38%
+$24.9 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$60.55 
COP ConocoPhillips
+1.22%
+$17.4 
AMAT Applied Materials, Inc.
+1.18%
+$141.6 
CW Curtiss-Wright Corporation
+1.02%
+$22.02 
ADBE Adobe Inc.
+1.01%
+$12.55 
UNP Union Pacific Corporation
+0.92%
+$64.08 
LOGI Logitech International S.A.
+0.9%
+$26.39 
AMLP Alerian MLP ETF
+0.89%
+$243.53 
WMB The Williams Companies, Inc.
+0.89%
+$107.73 
IBM International Business Machines Corporation
+0.86%
+$57.3 
FLAX Franklin FTSE Asia Ex Japan ETF
+0.85%
+$201.19 
SU Suncor Energy Inc.
+0.82%
+$44 
MCD McDonald's Corporation
+0.82%
+$66 
AEE Ameren Corporation
+0.79%
+$72.24 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,636.49 
TSLA Tesla, Inc.
+0.76%
+$2.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,569.65 
CAT Caterpillar Inc.
+0.7%
+$73.71 
IVV iShares Core S&P 500 ETF
+0.69%
+$209.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$85.55 
OSIS Osi Systems Inc.
+0.67%
+$10.29 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,890.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$40.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1.65 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.5%
+$6.24 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$5.83 
EBAY eBay Inc.
+0.43%
+$33.81 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$78.32 
RTX RTX Corporation
+0.39%
+$52.08 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$27.4 
AVGO Broadcom Inc.
+0.37%
+$43.2 
PG Procter & Gamble Co
+0.37%
+$39.75 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$2,575.74 
BAC Bank of America Corporation
+0.36%
+$59.84 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$38.52 
SNA Snap-on Inc.
+0.33%
+$6.8 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2.09 
MRK Merck & Co., Inc.
+0.32%
+$31.16 
JPM JPMorgan Chase & Co.
+0.27%
+$74.26 
NRG NRG Energy, Inc.
+0.24%
+$8 
SO The Southern Company
+0.21%
+$14 
JNJ Johnson & Johnson
+0.21%
+$42.93 
ADI Analog Devices, Inc.
+0.2%
+$12.58 
CMI Cummins Inc.
+0.19%
+$26.84 
T AT&T Inc.
+0.17%
+$19 
MS Morgan Stanley
+0.17%
+$28.44 
CB Chubb Limited
+0.15%
+$25.97 
DELL Dell Technologies Inc.
+0.14%
+$2.24 
TD The Toronto-Dominion Bank
+0.13%
+$12.32 
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF
+0.13%
+$459.8 
SDVD FT Vest Smid Rising Dividend Fund
+0.13%
+$0.78 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$306.55 
WM Waste Management, Inc.
+0.1%
+$9.46 
AFL Aflac Inc.
+0.09%
+$10.44 
WMT Walmart Inc.
+0.09%
+$8.7 
FLBL Franklin Senior Loan ETF
+0.09%
+$0.84 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$94.26 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$0.73 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$96.39 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$5.31 
BRX Brixmor Property Group Inc.
+0.03%
+$0.49 
DIS The Walt Disney Company
+0.03%
+$1.62 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$61.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$146.67 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$84.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
JFLX JPMorgan Flexible Debt ETF
0%
$0 TJUN
TJUN
0%
$0 
AAPL Apple Inc.
-7.35%
-$1,912.56 
NXT Nextracker Inc.
-7.25%
-$105.45 
EIX Edison International
-6.81%
-$123.28 
PPC Pilgrim's Pride Corporation
-6.75%
-$91.08 
NXPI NXP Semiconductors N.V.
-6.53%
-$144 
SYK Stryker Corporation
-6.42%
-$558.5 
CLS Celestica Inc.
-6%
-$317.25 
LIN Linde plc
-5.95%
-$635.46 
MU Micron Technology, Inc.
-5.9%
-$1,135.86 
EXEL Exelixis Inc.
-5.25%
-$220.5 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$89.91 
SIG Signet Jewelers Ltd.
-3.11%
-$89.4 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$1,261.6 
DECK Deckers Outdoor Corporation
-2.82%
-$44.96 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$114.45 
QCOM QUALCOMM Incorporated
-2.63%
-$35.91 
EWY iShares MSCI South Korea ETF
-2.55%
-$213.72 
NEM Newmont Corporation
-2.14%
-$110.7 
KT KT Corporation
-2.11%
-$11.31 
WSM Williams-Sonoma, Inc.
-2%
-$228.34 
IRM Iron Mountain Inc.
-1.86%
-$132.24 
GMED Globus Medical Inc.
-1.83%
-$22.05 
UAL United Airlines Holdings, Inc.
-1.8%
-$35.68 
SYF Synchrony Financial
-1.79%
-$57.96 
PHM PulteGroup Inc.
-1.76%
-$40.86 
DHI D.R. Horton, Inc.
-1.7%
-$34.58 
UNH UnitedHealth Group Incorporated
-1.68%
-$190.89 
UTHR United Therapeutics Corporation
-1.54%
-$64.88 
GLD SPDR Gold Shares
-1.49%
-$2,630.16 
NVS Novartis AG Sponsored ADR
-1.45%
-$38.93 
RL Ralph Lauren Corporation
-1.44%
-$27.85 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$67.32 
PPG PPG Industries Inc.
-1.35%
-$75.5 
MTG MGIC Investment Corporation
-1.35%
-$32.8 
MNST Monster Beverage Corporation
-1.3%
-$17.78 
TM Toyota Motor Corporation
-1.28%
-$54.12 
FCX Freeport-McMoRan Inc.
-1.28%
-$113.4 
FXG First Trust Consumer Staples AlphaDEX Fund
-1.24%
-$96.39 
HSY The Hershey Company
-1.23%
-$82.84 
QID ProShares UltraShort QQQ
-1.22%
-$71.63 
AIZ Assurant Inc.
-1.16%
-$22.89 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.16%
-$109.88 
NEE NextEra Energy, Inc.
-1.15%
-$20.2 
PLD Prologis Inc.
-1.08%
-$153.26 
MCK McKesson Corporation
-1.08%
-$46.6 
BWA BorgWarner Inc.
-1.04%
-$75.71 
CRH CRH plc
-1.03%
-$21.78 
INTC Intel Corporation
-1.02%
-$58.59 
KO The Coca-Cola Company
-1.02%
-$117.9 
SWK Stanley Black & Decker Inc.
-1.01%
-$64.99 
BFOC FT Vest Bitcoin Strategy Floor15 ETF - October
-1.01%
-$2.41 
FOXA Fox Corporation
-1%
-$64.9 
RPRX Royalty Pharma plc
-1%
-$70.21 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$73.1 
XOM Exxon Mobil Corporation
-0.97%
-$159.12 
MCHP Microchip Technology Incorporated
-0.96%
-$52.56 
FN Fabrinet
-0.89%
-$39.2 
INGR Ingredion Inc.
-0.87%
-$17.4 
ATO Atmos Energy Corporation
-0.85%
-$19.24 
GILD Gilead Sciences Inc.
-0.81%
-$51.36 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$36.48 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$189.07 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$1,302.7 
BLK BlackRock, Inc.
-0.73%
-$47.88 
BCS Barclays PLC Sponsored ADR
-0.72%
-$45.6 
CPA Copa Holdings S.A.
-0.71%
-$23.23 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$82.8 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$3,163.2 
DUK Duke Energy Corporation
-0.67%
-$75.6 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$5.04 
FLCA Franklin FTSE Canada ETF
-0.63%
-$82.47 
GS The Goldman Sachs Group, Inc.
-0.63%
-$77.76 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1.06 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$1,342.9 
EME EMCOR Group, Inc.
-0.62%
-$24.7 
PM Philip Morris International Inc.
-0.61%
-$50.74 
ACGL Arch Capital Group Ltd
-0.6%
-$33.55 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$159.08 
DGX Quest Diagnostics Inc.
-0.55%
-$37.41 
LLY Eli Lilly and Company
-0.53%
-$735.6 
NGG National Grid plc Sponsored ADR
-0.52%
-$13.02 
SPG Simon Property Group, Inc.
-0.46%
-$32.1 
PEP PepsiCo, Inc.
-0.46%
-$5.12 
G Genpact Ltd.
-0.45%
-$19.84 
TEL TE Connectivity plc
-0.43%
-$22.25 
HD The Home Depot, Inc.
-0.42%
-$29.19 
AXP American Express Company
-0.38%
-$43.18 
ENSG The Ensign Group, Inc.
-0.37%
-$8.71 
EG Everest Group, Ltd.
-0.32%
-$8.47 
FLCB Franklin U.S. Core Bond ETF
-0.31%
-$3.32 
CEG Constellation Energy Corporation
-0.31%
-$17.82 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$2,643.3 
RY Royal Bank of Canada
-0.29%
-$18.91 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$11.52 
YJUN First Trust International Equity Moderate ETF
-0.23%
-$6.27 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1.32 
NTRS Northern Trust Corporation
-0.17%
-$18.24 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,494.82 
FITB Fifth Third Bancorp
-0.16%
-$15.21 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$0.8 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.15%
-$0.9 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$17.12 
ELV Elevance Health, Inc.
-0.15%
-$2.8 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
-0.15%
-$2.48 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.14%
-$1.36 
TIP iShares TIPS Bond ETF
-0.1%
-$15.62 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$478.16 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$478.08 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$4.86 
WTFC Wintrust Financial Corporation
-0.07%
-$1.65 
SEIC SEI Investments Company
-0.06%
-$1.14 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$308.39 
ILF iShares Latin America 40 ETF
-0.03%
-$7.56 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$0.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$3.36 Events
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Dividends
Dividend Analysis
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| Trades 3078 | Longs Won 1857/3078 60% | Profit Factor 7.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $106,245.91 |
| Average Win $11,111.39 | Best Trade (Sep 30) $5.63M | Sharpe Ratio -11.2 |
| Average Loss -$2,225.63 | Worst Trade (Sep 29) -$167,233.58 | Z-Score -2.33 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4d | Expectancy $5,820.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.28% | 1.64% | 7.65% | 29.7% |
| Consecutive Losing Trades | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 78 | $19,768.7 | $24,094.98 | - | $4,326.28 | 21.88% | -7.354% |
| ACGL Arch Capital Group Ltd | 55 | $5,037.66 | $5,529.15 | - | $491.49 | 9.76% | -0.603% |
| ADBE Adobe Inc. | 5 | $1,215 | $1,252.05 | - | $37.05 | 3.05% | +1.013% |
| ADI Analog Devices, Inc. | 17 | $6,752 | $6,245.97 | - | -$506.03 | -7.49% | +0.202% |
| AEE Ameren Corporation | 84 | $9,232.66 | $9,207.24 | - | -$25.42 | -0.28% | +0.791% |
| AFL Aflac Inc. | 87 | $9,593.49 | $11,090.76 | - | $1,497.27 | 15.61% | +0.094% |
| AIZ Assurant Inc. | 7 | $1,685.95 | $1,954.33 | - | $268.38 | 15.92% | -1.158% |
| AM Antero Midstream Corporation | 63 | $1,436.2 | $1,384.11 | - | -$52.09 | -3.63% | +1.949% |
| AMAT Applied Materials, Inc. | 24 | $6,167.76 | $12,184.08 | - | $6,016.32 | 97.54% | +1.176% |
| AMLP Alerian MLP ETF | 497 | $25,770 | $27,494.04 | - | $1,724.04 | 6.69% | +0.894% |
| AMZN Amazon.com Inc | 43 | $9,698.87 | $11,677.94 | - | $1,979.07 | 20.41% | +15.321% |
| ANET Arista Networks, Inc. | 15 | $1,764.41 | $2,705.25 | - | $940.84 | 53.32% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 3 | $3,962.25 | $4,887 | - | $924.75 | 23.34% | -1.359% |
| ATO Atmos Energy Corporation | 13 | $2,401 | $2,246.14 | - | -$154.86 | -6.45% | -0.849% |
| AVGO Broadcom Inc. | 30 | $10,383 | $11,678.4 | - | $1,295.4 | 12.48% | +0.371% |
| AXP American Express Company | 34 | $12,578.3 | $11,432.5 | - | -$1,145.8 | -9.11% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 43 | $8,480.47 | $7,294.52 | - | -$1,185.95 | -13.98% | -0.992% |
| BAC Bank of America Corporation | 272 | $12,865.94 | $16,850.4 | - | $3,984.46 | 30.97% | +0.356% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 173 | $2,658.96 | $4,835.35 | - | $2,176.39 | 81.85% | +1.268% |
| BCS Barclays PLC Sponsored ADR | 228 | $4,902.32 | $6,270 | - | $1,367.68 | 27.9% | -0.722% |
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FAQ
Which stocks have generated the highest profits for Don Ruffin?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.72M, Microsoft Corp - $860,925.49, SPDR Gold Shares - $745,955.81, Broadcom Inc - $669,441.05, and Celestica Inc - $595,540.14. 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: Tesla, Inc - $148,339.9, 04609E103 - $132,190.47, UnitedHealth Group Incorporated - $122,569.59, Alphabet Inc - $89,471.77, and Delta Air Lines, Inc - $55,614.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Don Ruffin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.38M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $207,825.84, First Trust Enhanced Short Maturity Fund - $168,117.04, First Trust Morningstar Dividend Leaders Index Fund - $146,487.41, First Trust TCW Unconstrained Plus Bond ETF - $119,884.79, and First Trust Limited Duration Investment Grade Corporate ETF - $117,956.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Don Ruffin's monthly returns?
Don Ruffin'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 Don Ruffin's strategy be considered aggressive or moderate?
Don Ruffin'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 Don Ruffin's strategy?
Don Ruffin'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.
