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:
14.19%
Gain +0.02%
Monthly
0.62%
Yearly
7.69%
Drawdown
16.25%
$11.06M
Equity
Holdings
$11.06M
Investment
$9.92M
$17.76M
Profit +$16,748.99
Realized
$16.62M
Unrealized
$1.14M
Dividends
$2.43M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$16,748.99
Win %
68%
This Week
Compared To Last Week
Gain
0.34%
Profit
$37,648.89
Win %
68%
This Month
Compared to last month
Gain
1.43%
Profit
$155,978.73
Win %
68%
This Year
Compared to last year
Gain
-0.69%
Profit
-$129,818.11
Win %
67%
QID ProShares UltraShort QQQ
+2.79%
+$143.26 
NEM Newmont Corporation
+2.62%
+$164.16 
NGG National Grid plc Sponsored ADR
+2.62%
+$64.17 
RTX RTX Corporation
+2.49%
+$288.3 
PM Philip Morris International Inc.
+2.48%
+$212.85 
JPM JPMorgan Chase & Co.
+2.42%
+$642.27 
SYF Synchrony Financial
+2.35%
+$73.08 
TM Toyota Motor Corporation
+2.18%
+$92.18 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.09%
+$86.28 
PEP PepsiCo, Inc.
+2%
+$20.56 
GE General Electric Company
+1.97%
+$98.32 
SHEL Shell plc
+1.97%
+$120.36 
GFI Gold Fields Ltd. Sponsored ADR
+1.91%
+$57.51 
CRH CRH plc
+1.9%
+$34.43 
FITB Fifth Third Bancorp
+1.87%
+$158.86 
MCHP Microchip Technology Incorporated
+1.86%
+$101.11 
BCS Barclays PLC Sponsored ADR
+1.84%
+$95.74 
BLK BlackRock, Inc.
+1.83%
+$122.82 
AM Antero Midstream Corporation
+1.81%
+$22.68 
FOXA Fox Corporation
+1.8%
+$127.05 
HD The Home Depot, Inc.
+1.8%
+$116.55 
RPRX Royalty Pharma plc
+1.75%
+$124.36 
LLY Eli Lilly and Company
+1.73%
+$2,596.8 
AXP American Express Company
+1.64%
+$175.1 
SIG Signet Jewelers Ltd.
+1.62%
+$57.3 
DUK Duke Energy Corporation
+1.6%
+$171 
ATO Atmos Energy Corporation
+1.59%
+$33.93 
HSY The Hershey Company
+1.59%
+$101.84 
DIS The Walt Disney Company
+1.55%
+$92.88 
LIN Linde plc
+1.55%
+$160.9 
SO The Southern Company
+1.55%
+$96.95 
INGR Ingredion Inc.
+1.55%
+$30.2 
BRX Brixmor Property Group Inc.
+1.55%
+$20.82 
ACGL Arch Capital Group Ltd
+1.55%
+$84.42 
SLB Schlumberger Limited
+1.53%
+$59.2 
PG Procter & Gamble Co
+1.53%
+$180 
AEE Ameren Corporation
+1.52%
+$132.72 
COP ConocoPhillips
+1.51%
+$25.68 
HAL Halliburton Company
+1.49%
+$116.13 
KO The Coca-Cola Company
+1.49%
+$179.47 
BWA BorgWarner Inc.
+1.48%
+$98.31 
SU Suncor Energy Inc.
+1.47%
+$89.2 
PPC Pilgrim's Pride Corporation
+1.45%
+$19.32 
EG Everest Group, Ltd.
+1.45%
+$38.57 
SPG Simon Property Group, Inc.
+1.39%
+$85.05 
BAC Bank of America Corporation
+1.39%
+$195.84 
WTFC Wintrust Financial Corporation
+1.38%
+$29.7 
NTRS Northern Trust Corporation
+1.37%
+$129.1 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+1.31%
+$89.05 
DHI D.R. Horton, Inc.
+1.31%
+$25.62 
PHM PulteGroup Inc.
+1.3%
+$26.46 
JNJ Johnson & Johnson
+1.28%
+$263.25 
T AT&T Inc.
+1.28%
+$142.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.27%
+$9,533.55 
AIZ Assurant Inc.
+1.25%
+$24.75 
FXU First Trust Utilities AlphaDEX Fund
+1.25%
+$293.82 
PPG PPG Industries Inc.
+1.24%
+$67 
RY Royal Bank of Canada
+1.19%
+$72.54 
MRK Merck & Co., Inc.
+1.19%
+$130.72 
TD The Toronto-Dominion Bank
+1.16%
+$107.03 
MTG MGIC Investment Corporation
+1.16%
+$25.6 
FXO First Trust Financials AlphaDEX Fund
+1.16%
+$46.4 
AAPL Apple Inc.
+1.15%
+$307.32 
NEE NextEra Energy, Inc.
+1.15%
+$18.2 
AFL Aflac Inc.
+1.13%
+$116.14 
NXPI NXP Semiconductors N.V.
+1.1%
+$22.95 
CVX Chevron Corporation
+1.1%
+$106.04 
CBOE Cboe Global Markets Inc.
+1.1%
+$131.82 
HIG The Hartford Insurance Group, Inc.
+1.09%
+$46.4 
NRG NRG Energy, Inc.
+1.07%
+$27.62 
FXG First Trust Consumer Staples AlphaDEX Fund
+1.04%
+$76.74 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.04%
+$46.71 
EIX Edison International
+1.02%
+$13.11 
MNST Monster Beverage Corporation
+1%
+$12.74 
FCX Freeport-McMoRan Inc.
+1%
+$98 
CPA Copa Holdings S.A.
+0.99%
+$30.59 
WMT Walmart Inc.
+0.97%
+$99.61 
WMB The Williams Companies, Inc.
+0.94%
+$111.15 
CB Chubb Limited
+0.94%
+$161.7 
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF
+0.91%
+$2,995.14 
WSM Williams-Sonoma, Inc.
+0.84%
+$104.13 
FLCA Franklin FTSE Canada ETF
+0.84%
+$109.8 
XOM Exxon Mobil Corporation
+0.8%
+$145.08 
LVHI Franklin International Low Volatility High Dividend ETF
+0.79%
+$3,532.24 
AMLP Alerian MLP ETF
+0.78%
+$201.28 
GS The Goldman Sachs Group, Inc.
+0.77%
+$82.2 
MS Morgan Stanley
+0.75%
+$107.83 
SYK Stryker Corporation
+0.72%
+$52.5 
IRM Iron Mountain Inc.
+0.7%
+$45.03 
SWK Stanley Black & Decker Inc.
+0.7%
+$43.55 
ILF iShares Latin America 40 ETF
+0.7%
+$196.56 
SNA Snap-on Inc.
+0.7%
+$12.75 
NVS Novartis AG Sponsored ADR
+0.67%
+$17 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.66%
+$1.08 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.63%
+$3.78 
PLD Prologis Inc.
+0.6%
+$74.2 
SAN Banco Santander S.A. Sponsored ADR
+0.59%
+$38.88 
SEIC SEI Investments Company
+0.59%
+$11.87 
FXD First Trust Consumer Discretionary AlphaDEX Fund
+0.59%
+$53.6 
MCK McKesson Corporation
+0.52%
+$26.15 
CMI Cummins Inc.
+0.52%
+$60.94 
PH Parker-Hannifin Corporation
+0.52%
+$59.59 
MCD McDonald's Corporation
+0.48%
+$34.8 
ADI Analog Devices, Inc.
+0.45%
+$30.6 
YJUN First Trust International Equity Moderate ETF
+0.45%
+$11.76 
WM Waste Management, Inc.
+0.44%
+$42.78 
ELV Elevance Health, Inc.
+0.44%
+$9.48 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.43%
+$1,099.29 
CW Curtiss-Wright Corporation
+0.41%
+$6.09 
SDVD FT Vest Smid Rising Dividend Fund
+0.36%
+$2.08 
RDVY First Trust Rising Dividend Achievers ETF
+0.31%
+$2,220.5 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.31%
+$539.69 
JEPI JPMorgan Equity Premium Income Fund
+0.29%
+$1.81 
XLV Health Care Select Sector SPDR Fund
+0.27%
+$78.72 
TIP iShares TIPS Bond ETF
+0.25%
+$37.63 
FLCB Franklin U.S. Core Bond ETF
+0.22%
+$2.29 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.22%
+$1.62 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
+0.21%
+$3.53 
REGN Regeneron Pharmaceuticals, Inc.
+0.18%
+$2.92 
LMBS First Trust Low Duration Opportunities ETF
+0.16%
+$955.12 
JFLX JPMorgan Flexible Debt ETF
+0.16%
+$2.8 
DECK Deckers Outdoor Corporation
+0.16%
+$2.24 
FLBL Franklin Senior Loan ETF
+0.15%
+$1.47 
CACI Caci International Inc.
+0.15%
+$2.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$1,272.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.14%
+$16.05 
ENSG The Ensign Group, Inc.
+0.13%
+$3.07 
GLD SPDR Gold Shares
+0.12%
+$217.62 
TEL TE Connectivity plc
+0.12%
+$6.25 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$23.52 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.08%
+$478.08 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$462.58 
UNP Union Pacific Corporation
+0.06%
+$4.32 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$295.17 
BGLD FT Vest Gold Strategy Quarterly Fund
+0.03%
+$0.18 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$0.25 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$12.46 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1.79 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BFOC FT Vest Bitcoin Strategy Floor15 ETF - October
0%
$0 TJUN
TJUN
0%
$0 
QLYS Qualys, Inc.
-6.92%
-$173.29 
WDC Western Digital Corporation
-4.88%
-$156.43 
INTC Intel Corporation
-3.94%
-$236.88 
MU Micron Technology, Inc.
-3.66%
-$749.43 
FN Fabrinet
-3.44%
-$132.4 
STRL Sterling Infrastructure, Inc.
-3.39%
-$90.84 
CLS Celestica Inc.
-3.31%
-$156.6 
ANET Arista Networks, Inc.
-2.95%
-$82.2 
AMAT Applied Materials, Inc.
-2.94%
-$302.88 
DELL Dell Technologies Inc.
-2.82%
-$53.48 
KLAC KLA Corporation
-2.77%
-$48.3 
FDN First Trust Dow Jones Internet Index Fund
-2.43%
-$527.99 
ADBE Adobe Inc.
-2.36%
-$29.73 
AVGO Broadcom Inc.
-2.34%
-$241.8 
META Meta Platforms Inc Class A
-2.19%
-$338.94 
EWY iShares MSCI South Korea ETF
-1.98%
-$161.2 
CSCO Cisco Systems, Inc.
-1.76%
-$272.83 
UNH UnitedHealth Group Incorporated
-1.47%
-$161.46 
DGX Quest Diagnostics Inc.
-1.45%
-$100.63 
CWB SPDR Bloomberg Convertible Securities ETF
-1.42%
-$147.66 
NVT nVent Electric plc
-1.39%
-$251.1 
FSLR First Solar, Inc.
-1.36%
-$26.84 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$6,441.65 
GOOGL Alphabet Inc
-1.34%
-$445.55 
MSFT Microsoft Corp.
-1.29%
-$353.94 
QCOM QUALCOMM Incorporated
-1.24%
-$19.89 
JD JD.com Inc.
-1.19%
-$25.35 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.15%
-$510.45 
IBM International Business Machines Corporation
-1.08%
-$75.6 
EEM iShares MSCI Emerging Markets ETF
-1.05%
-$2,192.91 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.03%
-$3.1 
QJUN FT Vest Nasdaq-100 Buffer ETF
-1.03%
-$13.65 
CEG Constellation Energy Corporation
-1.01%
-$61.38 
G Genpact Ltd.
-1.01%
-$47.12 
UTHR United Therapeutics Corporation
-1%
-$43.52 
FLAX Franklin FTSE Asia Ex Japan ETF
-0.94%
-$223.7 
GMED Globus Medical Inc.
-0.87%
-$10.35 
EME EMCOR Group, Inc.
-0.81%
-$29.8 
TSLA Tesla, Inc.
-0.69%
-$2.5 
FXH First Trust Health Care AlphaDEX Fund
-0.69%
-$85.1 
LOGI Logitech International S.A.
-0.57%
-$17.4 
RL Ralph Lauren Corporation
-0.51%
-$10.03 
OSIS Osi Systems Inc.
-0.51%
-$6.97 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.5%
-$1,494.05 
EXEL Exelixis Inc.
-0.49%
-$23.25 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.47%
-$53.79 
GILD Gilead Sciences Inc.
-0.45%
-$33.84 
HEGD Swan Hedged Equity US Large Cap Fund
-0.3%
-$57.89 
SPY SPDR S&P 500 ETF Trust
-0.25%
-$1,992.13 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.24%
-$31.9 
IVV iShares Core S&P 500 ETF
-0.23%
-$74.42 
EBAY eBay Inc.
-0.23%
-$19.66 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.23%
-$15.48 
UAL United Airlines Holdings, Inc.
-0.22%
-$3.6 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.22%
-$2.04 
CAT Caterpillar Inc.
-0.22%
-$20.67 
NVDA NVIDIA Corporation
-0.2%
-$49.28 
FJUN FT Vest US Equity Buffer ETF - June
-0.2%
-$2.65 
AMZN Amazon.com Inc
-0.11%
-$12.47 
KT KT Corporation
-0.11%
-$0.58 
AZN AstraZeneca PLC American Depositary Shares
-0.1%
-$7.31 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$1.09 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.06%
-$0.3 
EMBX VanEck Emerging Markets Bond ETF
-0.06%
-$90.8 
LGOV First Trust Long Duration Opportunities ETF
-0.05%
-$103.3 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$92.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$84.65 
NXT Nextracker Inc.
-0.01%
-$0.15 
ASML ASML Holding N.V. New York Registry Shares
-0.01%
-$0.39 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3078 | Longs Won 1842/3078 59% | Profit Factor 7.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $106,226.55 |
| Average Win $11,159.23 | Best Trade (Sep 30) $5.63M | Sharpe Ratio -11.2 |
| Average Loss -$2,262.33 | Worst Trade (Sep 29) -$167,233.58 | Z-Score -8.85 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 1d | Expectancy $5,769.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.32% | 1.8% | 8.09% | 30.5% |
| Consecutive Losing Trades | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 78 | $19,768.7 | $26,983.32 | - | $7,214.62 | 36.5% | +1.152% |
| ACGL Arch Capital Group Ltd | 55 | $5,037.66 | $5,546.47 | - | $508.81 | 10.1% | +1.546% |
| ADBE Adobe Inc. | 5 | $1,215 | $1,228.62 | - | $13.62 | 1.12% | -2.362% |
| ADI Analog Devices, Inc. | 17 | $6,752 | $6,897.75 | - | $145.75 | 2.16% | +0.446% |
| AEE Ameren Corporation | 84 | $9,232.66 | $8,848.56 | - | -$384.1 | -4.16% | +1.523% |
| AFL Aflac Inc. | 87 | $9,593.49 | $10,386.49 | - | $793 | 8.27% | +1.131% |
| AIZ Assurant Inc. | 7 | $1,685.95 | $1,997.83 | - | $311.88 | 18.5% | +1.254% |
| AM Antero Midstream Corporation | 63 | $1,436.2 | $1,277.64 | - | -$158.56 | -11.04% | +1.807% |
| AMAT Applied Materials, Inc. | 24 | $6,167.76 | $10,017.36 | - | $3,849.6 | 62.41% | -2.935% |
| AMLP Alerian MLP ETF | 497 | $25,770 | $26,000.55 | - | $230.55 | 0.89% | +0.78% |
| AMZN Amazon.com Inc | 43 | $9,698.87 | $10,942.21 | - | $1,243.34 | 12.82% | -0.114% |
| ANET Arista Networks, Inc. | 15 | $1,764.41 | $2,701.5 | - | $937.09 | 53.11% | -2.953% |
| ASML ASML Holding N.V. New York Registry Shares | 3 | $3,962.25 | $4,971.93 | - | $1,009.68 | 25.48% | -0.008% |
| ATO Atmos Energy Corporation | 13 | $2,401 | $2,165.28 | - | -$235.72 | -9.82% | +1.592% |
| AVGO Broadcom Inc. | 30 | $10,383 | $10,088.1 | - | -$294.9 | -2.84% | -2.341% |
| AXP American Express Company | 34 | $12,578.3 | $10,846.68 | - | -$1,731.62 | -13.77% | +1.641% |
| AZN AstraZeneca PLC American Depositary Shares | 43 | $8,480.47 | $7,159.93 | - | -$1,320.54 | -15.57% | -0.102% |
| BAC Bank of America Corporation | 272 | $12,865.94 | $14,258.24 | - | $1,392.3 | 10.82% | +1.393% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 173 | $2,658.96 | $4,536.06 | - | $1,877.1 | 70.6% | +1.04% |
| BCS Barclays PLC Sponsored ADR | 228 | $4,902.32 | $5,296.42 | - | $394.1 | 8.04% | +1.841% |
No Data
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 Don Ruffin?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.72M, Microsoft Corp - $860,971.9, SPDR Gold Shares - $745,955.81, Broadcom Inc - $669,460.55, 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 - $122,506.95, 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 $2.43M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $211,508.37, First Trust Enhanced Short Maturity Fund - $171,112.78, First Trust Morningstar Dividend Leaders Index Fund - $154,024.78, First Trust TCW Unconstrained Plus Bond ETF - $122,155.67, and First Trust Limited Duration Investment Grade Corporate ETF - $120,192.45. 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.
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