Samuel Pressley Portfolio
Invests via Ridgepath Capital Management LLC | Managed by Samuel Pressley, Danny Pressley
Invests via Ridgepath Capital Management LLC
Managed by Samuel Pressley, Danny Pressley
Automatically Tracked
Samuel Pressley Profile
With a diverse background in corporate strategy and business development, Samuel Pressley has established himself as a significant force within the technology sector. His experience encompasses multiple leadership roles where he has driven innovation and market expansion for emerging firms. Notably, he played an integral role in scaling operations at several startups, leveraging his expertise to navigate complex challenges. Recognized for his ability to identify lucrative growth opportunities, his work is pivotal for stakeholders looking to invest in cutting-edge technological advancements. As a forward-thinking leader, Samuel remains influential in shaping the landscape of entrepreneurial ventures.
With a diverse background in corporate strategy and business development, Samuel Pressley has established himself as a significant force within the technology sector. His experience encompasses multiple leadership roles where he has driven innovation and market expansion for emerging firms. Notably, he played an integral role in scaling operations at several startups, leveraging his expertise to navigate complex challenges. Recognized for his ability to identify lucrative growth opportunities, his work is pivotal for stakeholders looking to invest in cutting-edge technological advancements. As a forward-thinking leader, Samuel remains influential in shaping the landscape of entrepreneurial ventures.
Investment Philosophy & Strategy
Opportunities within the technology landscape are where Samuel Pressley's strategic insight shines. His entrepreneurial mindset informs a proactive approach to identifying and cultivating innovation-focused ventures. With a keen eye for disruptive trends, he prioritizes investment in scalable startups that demonstrate strong market potential. The tendency to foster collaborative ecosystems has enabled him to not only drive growth but also create competitive advantages for companies under his guidance. This focus on transformation ensures that each initiative aligns with emerging consumer demands while optimizing operational efficiencies.
Opportunities within the technology landscape are where Samuel Pressley's strategic insight shines. His entrepreneurial mindset informs a proactive approach to identifying and cultivating innovation-focused ventures. With a keen eye for disruptive trends, he prioritizes investment in scalable startups that demonstrate strong market potential. The tendency to foster collaborative ecosystems has enabled him to not only drive growth but also create competitive advantages for companies under his guidance. This focus on transformation ensures that each initiative aligns with emerging consumer demands while optimizing operational efficiencies.
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:
65.3%
Gain +0.05%
Monthly
1.56%
Yearly
20.43%
Drawdown
26.18%
$231.11M
Equity
Holdings
$231.11M
Investment
$195.87M
$52.79M
Profit -$182,010.99
Realized
$17.55M
Unrealized
$35.24M
Dividends
$11.81M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
-$182,010.99
Win %
70%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$182,010.99
Win %
70%
This Month
Compared to last month
Gain
-1.11%
Profit
-$2.6M
Win %
70%
This Year
Compared to last year
Gain
2.16%
Profit
$5.01M
Win %
68%
BTI British American Tobacco p.l.c. ADR
+3.83%
+$15,022.84 
GOOGL Alphabet Inc
+3.09%
+$18,715.95 
GOOG Alphabet Inc
+2.97%
+$11,472.34 
PAYX Paychex Inc.
+2.4%
+$118,211.16 
GBTC Grayscale Bitcoin Trust ETF
+2.38%
+$7,159.2 
MO Altria Group, Inc.
+2.3%
+$102,370.4 
MSFT Microsoft Corp.
+2.3%
+$39,807.24 
WMT Walmart Inc.
+2.27%
+$53,869.5 
XLC Communication Services Select Sector SPDR Fund
+2.22%
+$22,087.5 
PM Philip Morris International Inc.
+1.81%
+$144,413.63 
VZ Verizon Communications Inc.
+1.43%
+$207,008.52 
QID ProShares UltraShort QQQ
+1.15%
+$3,261.22 
KO The Coca-Cola Company
+1.11%
+$3,083.08 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$60,205 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,605.94 
FBK FB Financial Corp
+0.71%
+$5,966.22 
SDS ProShares UltraShort S&P500
+0.69%
+$24,465.69 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
+0.69%
+$11,926.37 
AAPL Apple Inc.
+0.55%
+$14,817.59 
PG Procter & Gamble Co
+0.52%
+$1,303.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$3,227.86 
GLW Corning Incorporated
-14.09%
-$83,633.88 
GEV GE Vernova Inc.
-8.66%
-$27,108.31 
LRCX Lam Research Corporation
-7.91%
-$49,088 
AVGO Broadcom Inc.
-4.79%
-$31,903.42 
SMH VanEck Semiconductor ETF
-4.52%
-$26,712.72 
GDXJ VanEck Junior Gold Miners ETF
-3.51%
-$10,318 
UCBI United Community Banks, Inc.
-3.23%
-$8,646.21 
GDX VanEck Gold Miners ETF
-3.1%
-$10,005.23 
QTUM Defiance Quantum ETF
-2.94%
-$10,242.4 
NVDA NVIDIA Corporation
-2.84%
-$70,085.36 
IDCC InterDigital, Inc.
-2.29%
-$10,236.78 
NAK Northern Dynasty Minerals Ltd.
-2.13%
-$390 
GE General Electric Company
-1.98%
-$8,525.76 
RYAM Rayonier Advanced Materials Inc.
-1.87%
-$15,203.58 
TQQQ ProShares UltraPro QQQ
-1.74%
-$81,086.4 
FISV Fiserv, Inc.
-1.45%
-$7,645.5 
AMZN Amazon.com Inc
-1.22%
-$38,207.52 
KHC The Kraft Heinz Company
-1.08%
-$2,283.77 
UPRO ProShares UltraPro S&P500
-1.04%
-$253,416.22 
CVX Chevron Corporation
-0.94%
-$3,760.71 
AMLP Alerian MLP ETF
-0.73%
-$1,640 
SSO ProShares Ultra S&P500
-0.69%
-$177,171.36 
VT Vanguard Total World Stock ETF
-0.62%
-$25,040 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$6,757.62 
SMBK SmartFinancial Inc.
-0.33%
-$1,027.82 
IVV iShares Core S&P 500 ETF
-0.32%
-$14,029.25 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$443.52 
MDLZ Mondelez International, Inc.
-0.17%
-$2,043.93 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$1,497.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$11,713.08 
TILL Teucrium Agricultural Strategy No K-1 ETF
-0.05%
-$1,448.29 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$4,395.98 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$3,089.35 Events
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Dividends
Dividend Analysis
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| Trades 372 | Longs Won 255/372 68% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $725,666.85 |
| Average Win $268,988.9 | Best Trade (Sep 03) $8.79M | Sharpe Ratio -9.64 |
| Average Loss -$135,063.6 | Worst Trade (Jun 29) -$4.72M | Z-Score 3.5 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $141,907.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,712 | 1,541 | 1,370 | 1,199 | 1,027 | 856 | 685 | 514 | 342 | 171 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,097 | $1.77M | $2.71M | - | $930,601.76 | 52.44% | +0.551% |
| AMLP Alerian MLP ETF | 4,000 | $210,560 | $222,000 | - | $11,440 | 5.43% | -0.733% |
| AMZN Amazon.com Inc | 12,168 | $2.77M | $3.09M | - | $319,941.41 | 11.57% | -1.223% |
| AVGO Broadcom Inc. | 1,842 | $235,684.97 | $634,882.14 | - | $399,197.17 | 169.38% | -4.785% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $772,605.94 | - | -$25,836.06 | -3.24% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 12,041 | $5.55M | $6.21M | - | $660,252.79 | 11.91% | +0.98% |
| BTI British American Tobacco p.l.c. ADR | 7,103 | $280,853.48 | $407,392.56 | - | $126,539.08 | 45.06% | +3.829% |
| CVX Chevron Corporation | 1,871 | $295,702.64 | $396,745.55 | - | $101,042.91 | 34.17% | -0.939% |
| FBK FB Financial Corp | 15,298 | $609,625 | $843,684.7 | - | $234,059.7 | 38.39% | +0.712% |
| FISV Fiserv, Inc. | 10,194 | $1.31M | $518,161.02 | - | -$794,296.71 | -60.52% | -1.454% |
| GBTC Grayscale Bitcoin Trust ETF | 5,024 | $265,066.22 | $307,443.68 | - | $42,377.46 | 15.99% | +2.384% |
| GDX VanEck Gold Miners ETF | 3,324 | $250,816 | $312,755.16 | - | $61,939.16 | 24.7% | -3.1% |
| GDXJ VanEck Junior Gold Miners ETF | 2,345 | $230,437 | $283,768.45 | - | $53,331.45 | 23.14% | -3.508% |
| GE General Electric Company | 1,328 | $188,734.99 | $421,294.72 | - | $232,559.73 | 123.22% | -1.984% |
| GEV GE Vernova Inc. | 327 | $201,072 | $285,918.99 | - | $84,846.99 | 42.2% | -8.66% |
| GLW Corning Incorporated | 3,568 | $293,687.35 | $510,081.28 | - | $216,393.93 | 73.68% | -14.087% |
| GOOG Alphabet Inc | 1,153 | $407,389 | $398,246.2 | - | -$9,142.8 | -2.24% | +2.966% |
| GOOGL Alphabet Inc | 1,791 | $258,925.56 | $624,969.45 | - | $366,043.89 | 141.37% | +3.087% |
| IDCC InterDigital, Inc. | 1,278 | $249,072.93 | $437,229.36 | - | $188,156.43 | 75.54% | -2.288% |
| IEI iShares 3-7 Year Treasury Bond ETF | 195,218 | $22.98M | $22.35M | - | -$626,311.37 | -2.73% | -0.052% |
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FAQ
Which stocks have generated the highest profits for Samuel Pressley?
The largest contributions to the portfolio's profits come from the following stocks: ProShares UltraPro QQQ - $9M, ProShares Ultra S&P500 - $8.54M, iShares 0-3 Month Treasury Bond ETF - $3.56M, JPMorgan Ultra-Short Income ETF - $2.32M, and Berkshire Hathaway Inc - $1.87M. 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: Direxion Daily Semiconductor Bear 3X Shares - $4.71M, ProShares UltraPro Short Russell2000 - $2.54M, ProShares Ultra QQQ - $1.92M, Simplify US Equity PLUS Downside Convexity ETF - $653,962.31, and Grayscale Bitcoin Trust ETF - $327,976.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samuel Pressley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.81M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.35M, JPMorgan Ultra-Short Income ETF - $2.2M, Verizon Communications Inc - $670,723.32, iShares 3-7 Year Treasury Bond ETF - $604,750.67, and Altria Group, Inc - $564,128. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samuel Pressley's monthly returns?
Samuel Pressley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Samuel Pressley's strategy be considered aggressive or moderate?
Samuel Pressley's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Samuel Pressley's strategy?
Samuel Pressley's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
