Ellwood Derricks Portfolio
Invests via Partnership Wealth Management, LLC | Managed by Ellwood Derricks
Invests via Partnership Wealth Management, LLC
Managed by Ellwood Derricks
Automatically Tracked
Ellwood Derricks Profile
Seasoned investor and operator with a background in scaling technology-enabled businesses and evaluating growth-stage opportunities across software and industrial services. Ellwood Derricks brings experience advising boards, structuring venture and private-capital financings, and driving go-to-market and operational improvements. Market-relevant strengths include strategic M&A support, capital raising, and portfolio company governance. Typically positioned as a hands-on seed-to-growth investor, valued for cross-functional leadership and deal execution capability.
Seasoned investor and operator with a background in scaling technology-enabled businesses and evaluating growth-stage opportunities across software and industrial services. Ellwood Derricks brings experience advising boards, structuring venture and private-capital financings, and driving go-to-market and operational improvements. Market-relevant strengths include strategic M&A support, capital raising, and portfolio company governance. Typically positioned as a hands-on seed-to-growth investor, valued for cross-functional leadership and deal execution capability.
Investment Philosophy & Strategy
Hands-on seed-to-growth investor focused on software and industrial services, deploying flexible capital to scale technology-enabled businesses. Emphasizes operational due diligence, repeatable go-to-market playbooks, and hands-on governance to accelerate revenue and margin expansion. Capital allocation favors founder-led companies with clear unit economics, staged financing tied to operational milestones, and pragmatic use of debt or equity to optimize runway. Time horizon is growth-to-exit, with active portfolio support, strategic M&A positioning, and disciplined risk controls around cash burn, customer concentration, and execution cadence.
Hands-on seed-to-growth investor focused on software and industrial services, deploying flexible capital to scale technology-enabled businesses. Emphasizes operational due diligence, repeatable go-to-market playbooks, and hands-on governance to accelerate revenue and margin expansion. Capital allocation favors founder-led companies with clear unit economics, staged financing tied to operational milestones, and pragmatic use of debt or equity to optimize runway. Time horizon is growth-to-exit, with active portfolio support, strategic M&A positioning, and disciplined risk controls around cash burn, customer concentration, and execution cadence.
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:
24.98%
Gain +0.1%
Monthly
0.72%
Yearly
8.99%
Drawdown
14.94%
$146.96M
Equity
Holdings
$146.96M
Investment
$111.86M
$30.86M
Profit +$125,045.84
Realized
-$4.24M
Unrealized
$35.1M
Dividends
$6M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$125,045.84
Win %
80%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$148,043.7
Win %
80%
This Month
Compared to last month
Gain
-0.1%
Profit
-$148,043.7
Win %
80%
This Year
Compared to last year
Gain
-0.84%
Profit
-$1.23M
Win %
82%
GOOGL Alphabet Inc
+6.73%
+$20,694.87 
TT Trane Technologies plc
+3.33%
+$77,017.55 
MSFT Microsoft Corp.
+3.02%
+$82,469.04 
CVX Chevron Corporation
+2.35%
+$26,216 
GLW Corning Incorporated
+2.24%
+$19,695 
CSCO Cisco Systems, Inc.
+2.14%
+$23,571 
FOSL Fossil Group Inc.
+1.64%
+$1,288 
FANG Diamondback Energy Inc
+1.59%
+$33,631.68 
VZ Verizon Communications Inc.
+1.52%
+$5,209.4 
ADP Automatic Data Processing Inc.
+0.98%
+$5,291.35 
MCD McDonald's Corporation
+0.82%
+$6,941.03 
EMR Emerson Electric Co.
+0.79%
+$9,667.82 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$22,953.06 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$22,825.83 
BMY Bristol-Myers Squibb Company
+0.69%
+$14,110.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,243.2 
SYY Sysco Corporation
+0.63%
+$2,650 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$3,035.76 
EXC Exelon Corporation
+0.53%
+$3,232.08 
MOH Molina Healthcare Inc.
+0.47%
+$8,535.76 
NSC Norfolk Southern Corporation
+0.46%
+$12,454.41 
PFE Pfizer Inc.
+0.4%
+$2,961.4 
RTX RTX Corporation
+0.39%
+$2,289.84 
PG Procter & Gamble Co
+0.37%
+$3,221.34 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,591.16 
MRK Merck & Co., Inc.
+0.32%
+$820.02 
ALLE Allegion plc
+0.22%
+$612.33 
JNJ Johnson & Johnson
+0.21%
+$5,300 
T AT&T Inc.
+0.17%
+$994.32 
MMM 3M Company
+0.12%
+$419.99 
ABT Abbott Laboratories
+0.09%
+$1,343.43 
DIS The Walt Disney Company
+0.03%
+$414.93 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$90.38 
AAPL Apple Inc.
-7.35%
-$113,601.16 
ABBV AbbVie Inc.
-2.51%
-$15,198.03 
GIS General Mills, Inc.
-1.84%
-$4,020 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,620 
PPG PPG Industries Inc.
-1.35%
-$15,099.99 
NEE NextEra Energy, Inc.
-1.15%
-$8,080 
IR Ingersoll Rand Inc.
-1.11%
-$4,502.6 
LOW Lowe's Companies Inc.
-1.08%
-$2,270 
INTC Intel Corporation
-1.02%
-$7,440 
KO The Coca-Cola Company
-1.02%
-$3,600 
MAS Masco Corporation
-0.87%
-$3,150 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3,694.95 
KMB Kimberly-Clark Corporation
-0.8%
-$2,200 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$78,512.9 
DUK Duke Energy Corporation
-0.67%
-$2,194.08 
PM Philip Morris International Inc.
-0.61%
-$1,682.67 
WEC WEC Energy Group Inc.
-0.57%
-$3,087.01 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$18,196.52 
LLY Eli Lilly and Company
-0.53%
-$129,723.06 
PEP PepsiCo, Inc.
-0.46%
-$7,661.44 
AXP American Express Company
-0.38%
-$1,282.69 
FDX FedEx Corporation
-0.37%
-$2,415 
MDT Medtronic plc
-0.37%
-$5,182.4 
CL Colgate-Palmolive Company
-0.33%
-$5,176.2 
CEG Constellation Energy Corporation
-0.31%
-$3,636.09 
COR Cencora, Inc.
-0.28%
-$3,204.04 
VB Vanguard Small-Cap ETF
-0.22%
-$643.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$43,971.82 
UGI UGI Corporation
-0.17%
-$405 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$5,264.05 
MKC McCormick & Company, Incorporated
-0.12%
-$480 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$13,106.48 
ALB Albemarle Corporation
-0.1%
-$480 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,834.05 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 670 | Longs Won 461/670 68% | Profit Factor 2.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $475,493.22 |
| Average Win $105,588.04 | Best Trade (Aug 02) $11.12M | Sharpe Ratio -11.91 |
| Average Loss -$85,226.38 | Worst Trade (Jun 30) -$2.79M | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5d | Expectancy $46,065.34 |
| 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% | 0.19% |
| Consecutive Losing Trades | 1,724 | 1,552 | 1,379 | 1,207 | 1,034 | 862 | 690 | 517 | 345 | 172 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Ellwood Derricks?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Growth ETF - $1.86M, SPDR Portfolio S&P 500 Value ETF - $1.61M, Hanesbrands Inc - $1.44M, Eli Lilly and Company - $867,820.94, and SPDR Portfolio Developed World ex-US ETF - $739,229.75. 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: Big Lots, Inc - $4.08M, Sabre Corporation - $1.53M, Intel Corporation - $1.52M, Sleep Number Corporation - $1.2M, and The Children's Place, Inc - $1.16M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ellwood Derricks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $524,018.54, Eli Lilly and Company - $318,132.97, Invesco S&P 500 Equal Weight ETF - $313,487.32, SPDR Portfolio S&P 500 Value ETF - $296,790.35, and iShares Core S&P Small-Cap ETF - $292,731.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ellwood Derricks's monthly returns?
Ellwood Derricks'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 Ellwood Derricks's strategy be considered aggressive or moderate?
Ellwood Derricks'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 Ellwood Derricks's strategy?
Ellwood Derricks'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.
