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:
10.74%
Gain
Monthly
0.55%
Yearly
6.84%
Drawdown
16.27%
$13.95M
Equity
Holdings
$13.95M
Investment
$12.39M
$17.57M
Profit -$26,119.78
Realized
$16.01M
Unrealized
$1.56M
Dividends
$2.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$26,119.78
Win %
71%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$10,796.79
Win %
71%
This Month
Compared to last month
Gain
0.1%
Profit
$14,549.45
Win %
71%
This Year
Compared to last year
Gain
5.33%
Profit
$668,287.17
Win %
72%
HIG The Hartford Insurance Group, Inc.
+2.97%
+$227.36 
LOGI Logitech International S.A.
+2.82%
+$113.2 
CB Chubb Limited
+2.81%
+$607.95 
GE General Electric Company
+2.78%
+$249.66 
FXG First Trust Consumer Staples AlphaDEX Fund
+2.65%
+$199.32 
EG Everest Group, Ltd.
+2.47%
+$119.73 
NGG National Grid plc Sponsored ADR
+2.41%
+$171.14 
SHEL Shell plc
+2.31%
+$114.26 
ACGL Arch Capital Group Ltd
+2.1%
+$245.7 
CSCO Cisco Systems, Inc.
+2.05%
+$413.08 
MRK Merck & Co., Inc.
+2.01%
+$241.58 
UTHR United Therapeutics Corporation
+1.94%
+$154.25 
SU Suncor Energy Inc.
+1.92%
+$80.39 
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF
+1.78%
+$5,764.82 
UNH UnitedHealth Group Incorporated
+1.74%
+$198.32 
ABBV AbbVie Inc.
+1.7%
+$216 
FN Fabrinet
+1.7%
+$109.34 
AFL Aflac Inc.
+1.65%
+$252.34 
JNJ Johnson & Johnson
+1.64%
+$421.27 
CTA Simplify Managed Futures Strategy ETF
+1.6%
+$8.07 
PM Philip Morris International Inc.
+1.51%
+$148.72 
XOM Exxon Mobil Corporation
+1.41%
+$260.35 
CVX Chevron Corporation
+1.37%
+$136.35 
AIZ Assurant Inc.
+1.27%
+$35 
COR Cencora, Inc.
+1.19%
+$47.58 
MCK McKesson Corporation
+1.17%
+$88.33 
RTX RTX Corporation
+1.16%
+$171 
NVS Novartis AG Sponsored ADR
+1.14%
+$41.76 
LLY Eli Lilly and Company
+1.06%
+$1,547.51 
COP ConocoPhillips
+0.99%
+$25.64 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.98%
+$3,026.8 
DGX Quest Diagnostics Inc.
+0.95%
+$69.65 
GLD SPDR Gold Shares
+0.94%
+$1,580.96 
T AT&T Inc.
+0.92%
+$130.45 
GLDM SPDR Gold MiniShares Trust
+0.91%
+$5.72 
MU Micron Technology, Inc.
+0.8%
+$183.6 
PH Parker-Hannifin Corporation
+0.79%
+$136.08 
WMT Walmart Inc.
+0.77%
+$93.81 
FXD First Trust Consumer Discretionary AlphaDEX Fund
+0.73%
+$67.82 
EIX Edison International
+0.69%
+$22.68 
SO The Southern Company
+0.69%
+$56.1 
CAT Caterpillar Inc.
+0.64%
+$89.28 
DUK Duke Energy Corporation
+0.6%
+$83.6 
KT KT Corporation
+0.59%
+$16.8 
SPG Simon Property Group, Inc.
+0.59%
+$50.13 
IRM Iron Mountain Inc.
+0.58%
+$48.99 
RPRX Royalty Pharma plc
+0.56%
+$54.12 
GII SPDR S&P Global Infrastructure ETF
+0.53%
+$4 
NEE NextEra Energy, Inc.
+0.52%
+$18.4 
IDV iShares International Select Dividend ETF
+0.51%
+$23.32 
WFC Wells Fargo & Company
+0.5%
+$38.72 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$63.91 
ATO Atmos Energy Corporation
+0.45%
+$20.8 
JPM JPMorgan Chase & Co.
+0.41%
+$142.8 
GRMN Garmin Ltd.
+0.39%
+$13.72 
LVHI Franklin International Low Volatility High Dividend ETF
+0.38%
+$2,034.88 
BRX Brixmor Property Group Inc.
+0.37%
+$11.52 
MTG MGIC Investment Corporation
+0.33%
+$13.68 
RY Royal Bank of Canada
+0.32%
+$29.67 
INDS Pacer Industrial Real Estate ETF
+0.31%
+$1.45 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$133.01 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.28%
+$2,462.82 
PG Procter & Gamble Co
+0.28%
+$43.26 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.27%
+$7.14 
FXU First Trust Utilities AlphaDEX Fund
+0.27%
+$111.24 
WSM Williams-Sonoma, Inc.
+0.27%
+$36.6 
PPC Pilgrim's Pride Corporation
+0.26%
+$5.55 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.25%
+$6.66 
BAC Bank of America Corporation
+0.25%
+$42.62 
CEG Constellation Energy Corporation
+0.25%
+$22.94 
TIP iShares TIPS Bond ETF
+0.24%
+$32.33 
TD The Toronto-Dominion Bank
+0.22%
+$28.62 
FLCB Franklin U.S. Core Bond ETF
+0.17%
+$5.67 
HYLS FT Tactical High Yield ETF
+0.16%
+$9.16 
PPG PPG Industries Inc.
+0.15%
+$10.98 
AAPL Apple Inc.
+0.14%
+$47.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$12.42 
FCX Freeport-McMoRan Inc.
+0.12%
+$11.97 
FLBL Franklin Senior Loan ETF
+0.11%
+$3.95 
GFI Gold Fields Ltd. Sponsored ADR
+0.11%
+$3.92 
CACI Caci International Inc.
+0.11%
+$2.94 
LGOV First Trust Long Duration Opportunities ETF
+0.09%
+$461.34 
ILF iShares Latin America 40 ETF
+0.09%
+$35.79 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$0.24 
FXO First Trust Financials AlphaDEX Fund
+0.08%
+$3.52 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$548.6 
INGR Ingredion Inc.
+0.08%
+$2.8 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$428.76 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$432.98 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$1.08 
BKLN Invesco Senior Loan ETF
+0.05%
+$0.14 
BGLD FT Vest Gold Strategy Quarterly Fund
+0.05%
+$5.35 
DVYE iShares Emerging Markets Dividend ETF
+0.04%
+$1.3 
HAL Halliburton Company
+0.04%
+$4.67 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$4.37 
SHV iShares Short Treasury Bond ETF
+0.04%
+$0.14 
CMI Cummins Inc.
+0.04%
+$6.75 
ENSG The Ensign Group, Inc.
+0.04%
+$1.62 
SIG Signet Jewelers Ltd.
+0.03%
+$1.23 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$0.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$10.37 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$267.6 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$2.06 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$0.06 
FLAX Franklin FTSE Asia Ex Japan ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
RSDE FT Vest U.S. Equity Equal Weight Buffer ETF - December
0%
$0 
TDEC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.12%
-$1,123.98 
BIDU Baidu Inc.
-4.79%
-$162.3 
AMAT Applied Materials, Inc.
-4.2%
-$800.53 
IBM International Business Machines Corporation
-3.71%
-$422.76 
CLS Celestica Inc.
-3.47%
-$221.66 
KLAC KLA Corporation
-3.35%
-$146.8 
SYK Stryker Corporation
-3.25%
-$323.1 
STRL Sterling Infrastructure, Inc.
-3.2%
-$287.28 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-3.11%
-$303.49 
TSLA Tesla, Inc.
-2.86%
-$22.4 
PNR Pentair plc
-2.86%
-$1.88 
OMC Omnicom Group Inc.
-2.68%
-$302.17 
NXT Nextracker Inc.
-2.57%
-$79.61 
TXN Texas Instruments Inc
-2.47%
-$7.19 
FITB Fifth Third Bancorp
-2.42%
-$251.12 
UAL United Airlines Holdings, Inc.
-2.37%
-$92.73 
MSFT Microsoft Corp.
-2.26%
-$589.55 
KO The Coca-Cola Company
-2.21%
-$300.8 
CPA Copa Holdings S.A.
-2.15%
-$99.36 
EME EMCOR Group, Inc.
-2.02%
-$136.26 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2%
-$183.34 
NTRS Northern Trust Corporation
-1.93%
-$185.13 
OSIS Osi Systems Inc.
-1.91%
-$53.56 
RL Ralph Lauren Corporation
-1.83%
-$71.2 
GOOGL Alphabet Inc
-1.82%
-$943.16 
MCHP Microchip Technology Incorporated
-1.77%
-$169.65 
DIS The Walt Disney Company
-1.75%
-$115.17 
V Visa Inc. Class A
-1.7%
-$6.21 
GS The Goldman Sachs Group, Inc.
-1.69%
-$259.42 
FDN First Trust Dow Jones Internet Index Fund
-1.69%
-$341.51 
AYI Acuity Brands Inc.
-1.67%
-$39.76 
ALGN Align Technology, Inc.
-1.62%
-$34.8 
NRG NRG Energy, Inc.
-1.62%
-$129 
QCOM QUALCOMM Incorporated
-1.61%
-$46.58 
G Genpact Ltd.
-1.6%
-$118 
ANET Arista Networks, Inc.
-1.58%
-$77.14 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$111.6 
AXP American Express Company
-1.53%
-$298.62 
DECK Deckers Outdoor Corporation
-1.5%
-$32.7 
DHI D.R. Horton, Inc.
-1.49%
-$64.33 
WMB The Williams Companies, Inc.
-1.47%
-$228.8 
BCS Barclays PLC Sponsored ADR
-1.47%
-$86.73 
BLK BlackRock, Inc.
-1.46%
-$111.23 
NVDA NVIDIA Corporation
-1.41%
-$577.21 
SEIC SEI Investments Company
-1.41%
-$71.91 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$9,317.7 
CTAS Cintas Corporation
-1.39%
-$94.87 
CRH CRH plc
-1.37%
-$43.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.34%
-$89.76 
UHS Universal Health Services, Inc.
-1.33%
-$20.4 
EEM iShares MSCI Emerging Markets ETF
-1.3%
-$2,449.89 
IGV iShares Expanded Tech-Software Sector ETF
-1.28%
-$8.4 
SBUX Starbucks Corporation
-1.23%
-$1.33 
MNST Monster Beverage Corporation
-1.21%
-$33.88 
SWK Stanley Black & Decker Inc.
-1.18%
-$88.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.18%
-$12.6 
SYF Synchrony Financial
-1.13%
-$68.04 
FPI Farmland Partners Inc.
-1.12%
-$3.08 
AVGO Broadcom Inc.
-1.12%
-$183.92 
WTFC Wintrust Financial Corporation
-1.07%
-$53.55 
PBDC Putnam BDC Income ETF
-1.04%
-$5.95 
SLB Schlumberger Limited
-1.01%
-$51.77 
PHM PulteGroup Inc.
-0.93%
-$42.17 
BIZD VanEck BDC Income ETF
-0.89%
-$5.06 
KBWB Invesco KBW Bank ETF
-0.86%
-$225.25 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$151.25 
MS Morgan Stanley
-0.84%
-$197.64 
TM Toyota Motor Corporation
-0.8%
-$57.4 
IXUS iShares Core International Stock ETF
-0.79%
-$206.46 
SAN Banco Santander S.A. Sponsored ADR
-0.77%
-$70.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$651.95 
CBOE Cboe Global Markets Inc.
-0.73%
-$110.16 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$7,409.28 
IVV iShares Core S&P 500 ETF
-0.72%
-$327 
SKYY First Trust Cloud Computing ETF
-0.72%
-$5.88 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.7%
-$84.45 
QLYS Qualys, Inc.
-0.69%
-$17.28 
ADBE Adobe Inc.
-0.68%
-$16.1 
HSY The Hershey Company
-0.68%
-$55.93 
PEP PepsiCo, Inc.
-0.67%
-$19.53 
PDBA Invesco Agriculture Commodity Fund
-0.66%
-$5.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.63%
-$49.77 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.62%
-$258.13 
TEL TE Connectivity plc
-0.61%
-$41.82 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.6%
-$4.46 
AMZN Amazon.com Inc
-0.6%
-$43.5 
HD The Home Depot, Inc.
-0.59%
-$63.4 
EXEL Exelixis Inc.
-0.5%
-$39.2 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.5%
-$1,132.29 
RDVY First Trust Rising Dividend Achievers ETF
-0.5%
-$4,896.4 
WDC Western Digital Corporation
-0.49%
-$20.57 
AM Antero Midstream Corporation
-0.48%
-$13.53 
BFOC FT Vest Bitcoin Strategy Floor15 ETF - October
-0.47%
-$6.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.47%
-$5,810.53 
SNA Snap-on Inc.
-0.46%
-$21.01 
YDEC FT Vest International Equity Fund
-0.45%
-$73.25 
EBAY eBay Inc.
-0.44%
-$41.16 
FXH First Trust Health Care AlphaDEX Fund
-0.43%
-$49.22 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.42%
-$16.02 
NVT nVent Electric plc
-0.4%
-$110.98 
HEGD Swan Hedged Equity US Large Cap Fund
-0.39%
-$83.89 
SDVD FT Vest Smid Rising Dividend Fund
-0.38%
-$13.77 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
-0.38%
-$29.74 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.37%
-$783.53 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.36%
-$28.6 
CWB SPDR Bloomberg Convertible Securities ETF
-0.35%
-$38.88 
CW Curtiss-Wright Corporation
-0.34%
-$14.76 
NEM Newmont Corporation
-0.34%
-$31.62 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.33%
-$8.16 
MCD McDonald's Corporation
-0.33%
-$33.3 
JEPI JPMorgan Equity Premium Income Fund
-0.31%
-$7.35 
ICVT iShares Convertible Bond ETF
-0.29%
-$0.99 
FOXA Fox Corporation
-0.27%
-$27.59 
ICLN iShares Global Clean Energy ETF
-0.24%
-$0.68 
NXST Nexstar Media Group Inc.
-0.22%
-$0.4 
PSP Invesco Global Listed Private Equity ETF
-0.21%
-$0.88 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.17%
-$5.7 
GDX VanEck Gold Miners ETF
-0.15%
-$25.09 
JFLX JPMorgan Flexible Debt ETF
-0.14%
-$8.75 
SNOV FT Vest US Small Cap Moderate Fund
-0.13%
-$8.12 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.13%
-$0.33 
WM Waste Management, Inc.
-0.11%
-$14.04 
CHKP Check Point Software Technologies Ltd.
-0.09%
-$6.12 
PFF iShares Preferred and Income Securities ETF
-0.08%
-$3.08 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$557.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$3.75 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$206.19 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.05%
-$2.1 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$30.73 
JBBB Janus Henderson B-BBB CLO ETF
-0.03%
-$0.09 
LIN Linde plc
-0.03%
-$3.38 
TMHC Taylor Morrison Home Corporation
-0.02%
-$0.75 
TFLR T. Rowe Price Floating Rate ETF
-0.02%
-$0.05 
TSCO Tractor Supply Company
-0.02%
-$0.01 
PLD Prologis Inc.
-0.01%
-$2.36 
AEE Ameren Corporation
-0.01%
-$1.03 Events
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Dividends
Dividend Analysis
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| Trades 2879 | Longs Won 1618/2879 56% | Profit Factor 7.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $109,907.13 |
| Average Win $12,457.64 | Best Trade (Sep 30) $5.63M | Sharpe Ratio -13.41 |
| Average Loss -$2,049.31 | Worst Trade (Sep 29) -$167,233.58 | Z-Score -5.71 (100%) |
| Commissions $0 | Avg. Trade Length 7m | Expectancy $6,103.61 |
| 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% | 0.08% | 0.67% | 4.37% | 22.8% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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