DM
Diane Mcdermott Portfolio
Invests via SHIKIAR ASSET MANAGEMENT Inc. | Managed by Diane Mcdermott
Invests via SHIKIAR ASSET MANAGEMENT Inc.
Managed by Diane Mcdermott
Automatically Tracked
Diane Mcdermott Profile
Diane McDermott leverages a rich background in finance and corporate strategy to guide organizational growth and operational excellence. With experience spanning various sectors, she has a proven track record of enhancing business performance through innovative management practices. Her expertise lies in identifying market opportunities and optimizing company resources to drive sustainable profitability. An influential leader, she fosters collaboration among cross-functional teams to realize strategic objectives while ensuring alignment with overall business goals. Through her vision, McDermott contributes significantly to capital allocation decisions that underpin competitive advantage.
Diane McDermott leverages a rich background in finance and corporate strategy to guide organizational growth and operational excellence. With experience spanning various sectors, she has a proven track record of enhancing business performance through innovative management practices. Her expertise lies in identifying market opportunities and optimizing company resources to drive sustainable profitability. An influential leader, she fosters collaboration among cross-functional teams to realize strategic objectives while ensuring alignment with overall business goals. Through her vision, McDermott contributes significantly to capital allocation decisions that underpin competitive advantage.
Investment Philosophy & Strategy
Growth-oriented strategies serve as the backbone of Diane McDermott's investment approach, reflecting her belief in seizing emerging market trends. Her entrepreneurial mindset complements a thorough analysis of organizational capabilities, driving her to optimize resources for accelerated expansion. An adept decision-maker, she navigates complexities across diverse sectors while focusing on transformational initiatives that enhance business performance. Through strategic collaboration with stakeholders, innovative solutions are crafted to meet evolving market demands effectively.
Growth-oriented strategies serve as the backbone of Diane McDermott's investment approach, reflecting her belief in seizing emerging market trends. Her entrepreneurial mindset complements a thorough analysis of organizational capabilities, driving her to optimize resources for accelerated expansion. An adept decision-maker, she navigates complexities across diverse sectors while focusing on transformational initiatives that enhance business performance. Through strategic collaboration with stakeholders, innovative solutions are crafted to meet evolving market demands effectively.
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:
16.37%
Gain +0.54%
Monthly
0.09%
Yearly
1.12%
Drawdown
6.09%
$579.58M
Equity
Holdings
$579.58M
Investment
$427.73M
$151.85M
Profit +$3.13M
Realized
-$0
Unrealized
$151.85M
Dividends
$73.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.54%
Profit
$3.13M
Win %
83%
This Week
Compared To Last Week
Gain
0.57%
Profit
$3.26M
Win %
83%
This Month
Compared to last month
Gain
1.01%
Profit
$5.79M
Win %
83%
This Year
Compared to last year
Gain
1.05%
Profit
$6.05M
Win %
83%
FNMA Fannie Mae
+14.92%
+$752 
VYX NCR Voyix Corp
+9.59%
+$86.06 
NWL Newell Brands Inc.
+4.66%
+$161.41 
CPB The Campbell's Company
+4.24%
+$1,134 
KMB Kimberly-Clark Corporation
+4.17%
+$38,430.38 
AON Aon plc
+4.13%
+$3,408 
HD The Home Depot, Inc.
+3.95%
+$17,489.99 
UIS Unisys Corporation
+3.94%
+$22.1 
LLY Eli Lilly and Company
+3.89%
+$23,500.01 
RCI Rogers Communications Inc.
+3.74%
+$58,000.05 
WM Waste Management, Inc.
+3.68%
+$3,588.88 
QCOM QUALCOMM Incorporated
+3.6%
+$9,952 
NEM Newmont Corporation
+3.42%
+$1,901.19 
MAT Mattel Inc.
+3.33%
+$582.75 
NYT New York Times Co.
+3.32%
+$334.5 
CI The Cigna Group
+3.03%
+$3,951 
ORCL Oracle Corporation
+2.99%
+$18,408 
BMY Bristol-Myers Squibb Company
+2.69%
+$5,196.67 
VNO Vornado Realty Trust
+2.63%
+$34,042.27 
AMGN Amgen Inc.
+2.5%
+$702,240.66 
AIG American International Group Inc.
+2.49%
+$105.57 
IBM International Business Machines Corporation
+2.44%
+$53,060.44 
BUD Anheuser-Busch InBev S.A. ADR
+2.43%
+$579 
TTC The Toro Company
+2.37%
+$8,388 
AXP American Express Company
+2.32%
+$1.36M 
CAH Cardinal Health Inc.
+2.25%
+$128,968.64 
DOX Amdocs Limited
+2.23%
+$792 
AVY Avery Dennison Corporation
+2.21%
+$759 
DD DuPont de Nemours, Inc.
+1.95%
+$17,508.31 
CFR Cullen/Frost Bankers Inc.
+1.63%
+$68,171.72 
DIS The Walt Disney Company
+1.61%
+$295,280.49 
MCD McDonald's Corporation
+1.51%
+$115,159 
GE General Electric Company
+1.5%
+$7,800.61 
MSFT Microsoft Corp.
+1.25%
+$340,512.48 
PFE Pfizer Inc.
+1.2%
+$1,660.05 
GM General Motors Company
+0.92%
+$74,099.71 
PAA Plains All American Pipeline, L.P.
+0.84%
+$4,200 
C Citigroup Inc.
+0.72%
+$26,796.69 
ULBI Ultralife Corporation
+0.66%
+$6,736 
BAC Bank of America Corporation
+0.56%
+$685.56 
SPH Suburban Propane Partners L.P.
+0.47%
+$800 
EMR Emerson Electric Co.
+0.45%
+$252 
AMZN Amazon.com Inc
+0.4%
+$8,199.98 
PG Procter & Gamble Co
+0.4%
+$3,117.24 
PSMT PriceSmart Inc.
+0.35%
+$885 
MS Morgan Stanley
+0.31%
+$672.01 
MBI MBIA Inc.
+0.23%
+$2.25 
KO The Coca-Cola Company
+0.22%
+$3,473.93 
ED Consolidated Edison, Inc.
+0.15%
+$80 
JNJ Johnson & Johnson
+0.08%
+$120 
EIX Edison International
+0.06%
+$105 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$975 
GPTX Global Payment Technologies Inc.
0%
$0 
RAD Rite Aid Corporation
0%
$0 
VNORP Vornado Realty Trust 6.5% Perpetual Preferred Stock
0%
$0 
QDLC Quadlogic Controls Corp.
0%
$0 
BPL Buckeye Partners LP
0%
$0 
BXG Bluegreen Vacations Corp
0%
$0 
FDC First Data Corp
0%
$0 1249
12490K107
0%
$0 1589
158915108
0%
$0 EKDK
EKDKQ
0%
$0 3189
318900107
0%
$0 4418
441815107
0%
$0 0019
001957208
0%
$0 6070
607059102
0%
$0 NOVL
NOVL
0%
$0 TOY
TOY
0%
$0 TYC
TYC
0%
$0 9029
902984103
0%
$0 YBTV
YBTVQ
0%
$0 ONE
ONE
0%
$0 7111
711147108
0%
$0 PVN
PVN
0%
$0 0456
045651106
0%
$0 0456
045651205
0%
$0 CVC
CVC
0%
$0 1255
125577106
0%
$0 G564
G56462107
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 7844
78442A109
0%
$0 0019
001957109
0%
$0 9285
92857T107
0%
$0 0460
046008108
0%
$0 1616
16161A108
0%
$0 2044
204493100
0%
$0 FD
FD
0%
$0 6763
676346109
0%
$0 ABS
ABS
0%
$0 FLMI
FLMIQ
0%
$0 SGP
SGP
0%
$0 MAY
MAY
0%
$0 RD
RD
0%
$0 S
S
0%
$0 HNZ
HNZ
0%
$0 STR
STR
0%
$0 EDS
EDS
0%
$0 HTV
HTV
0%
$0 YHOO
YHOO
0%
$0 GGP
GGP
0%
$0 WAG
WAG
0%
$0 0226
022615108
0%
$0 5526
55268B106
0%
$0 LU
LU
0%
$0 5844
58440J104
0%
$0 0488
048825103
0%
$0 3701
370120107
0%
$0 0459
045919107
0%
$0 4566
45662S102
0%
$0 9344
934488107
0%
$0 6116
611662107
0%
$0 3411
341109106
0%
$0 5508
550818108
0%
$0 9234
923433106
0%
$0 2521
252165105
0%
$0 4116
41163G101
0%
$0 6168
616880100
0%
$0 6956
695629105
0%
$0 PCL
PCL
0%
$0 8660
866005101
0%
$0 8816
881694103
0%
$0 6362
63623G109
0%
$0 IMGC
IMGC
0%
$0 IMCL
IMCL
0%
$0 HIB
HIB
0%
$0 MLS
MLS
0%
$0 SAF
SAF
0%
$0 BOL
BOL
0%
$0 WAMU
WAMUQ
0%
$0 0837
083739102
0%
$0 GSTR
GSTRF
0%
$0 2271
227111101
0%
$0 GLK
GLK
0%
$0 8958
89589H104
0%
$0 2470
247025109
0%
$0 7136
71366Q101
0%
$0 8337
833793102
0%
$0 RCNC
RCNC
0%
$0 0654
065412108
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 KRI
KRI
0%
$0 0266
026609107
0%
$0 STU
STU
0%
$0 KSE
KSE
0%
$0 AH
AH
0%
$0 THQI
THQI
0%
$0 BLC
BLC
0%
$0 FCGI
FCGI
0%
$0 PPD
PPD
0%
$0 UAM
UAM
0%
$0 CYN
CYN
0%
$0 1616
161637202
0%
$0 BKUN
BKUNQ
0%
$0 MGM
MGM
0%
$0 NWSA
NWSA
0%
$0 HPQ
HPQ
0%
$0 CB
CB
0%
$0 FOX
FOX
0%
$0 8890
889090403
0%
$0 DCNA
DCNAQ
0%
$0 1667
166751107
0%
$0 2947
29476L859
0%
$0 7438
743862104
0%
$0 6934
693499105
0%
$0 8873
887315109
0%
$0 RELH
RELHQ
0%
$0 3006
300665106
0%
$0 9664
96647R107
0%
$0 DGIT
DGIT
0%
$0 RTHM
RTHMQ
0%
$0 9841
984138107
0%
$0 4945
4945SC
0%
$0 FDML
FDMLQ
0%
$0 NBP
NBP
0%
$0 MHC
MHC
0%
$0 NXL
NXL
0%
$0 FIF
FIF
0%
$0 GBTV
GBTVQ
0%
$0 SNBC
SNBC
0%
$0 TWTC
TWTC
0%
$0 9180
918005109
0%
$0 1331
133131201
0%
$0 PWX
PWX
0%
$0 7551
755111309
0%
$0 1417
141706101
0%
$0 TPP
TPP
0%
$0 NZYM
NZYM
0%
$0 2527
252762109
0%
$0 BHMS
BHMSQ
0%
$0 CVSN
CVSN
0%
$0 2375
237596101
0%
$0 6708
67082B105
0%
$0 SCAI
SCAI
0%
$0 9172
917294100
0%
$0 0738
07384R309
0%
$0 IBIS
IBIS
0%
$0 INSV
INSV
0%
$0 5612
561240201
0%
$0 
COX Cox Co.
0%
$0 CNF
CNF
0%
$0 AZN
AZN
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 0081
008117202
0%
$0 0962
096231AA3
0%
$0 4633
463347104
0%
$0 PSBI
PSBI
0%
$0 0558
055839203
0%
$0 AIME
AIME
0%
$0 0969
09699XR14
0%
$0 1945
194506101
0%
$0 4662
46625D109
0%
$0 5189
518999X36
0%
$0 Q
Q
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.05 
WMB The Williams Companies, Inc.
-4.6%
-$8,952.56 
CSCO Cisco Systems, Inc.
-3.62%
-$153,264 
INTC Intel Corporation
-1.48%
-$118,801.4 
PCG PG&E Corporation
-1.25%
-$2,557.5 
XRX Xerox Holdings Corporation
-1.11%
-$9.11 
HTHIY Hitachi Ltd. ADR
-1.08%
-$5,460 
NUE Nucor Corporation
-0.9%
-$928 
KR Kroger Co.
-0.58%
-$292 
CL Colgate-Palmolive Company
-0.4%
-$900 
L Loews Corporation
-0.35%
-$1,139.99 
TXN Texas Instruments Inc
-0.34%
-$4,201.96 
MRK Merck & Co., Inc.
-0.29%
-$89.08 
VRE Veris Residential Inc.
-0.05%
-$24 Events
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Dividends
Dividend Analysis
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No Data
| Trades 233 | Longs Won 51/233 21% | Profit Factor 19.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $3.14M | Best Trade (Oct 15) $52.98M | Sharpe Ratio -375.13 |
| Average Loss -$45,517.68 | Worst Trade (Oct 14) -$7.13M | Z-Score -5.61 (100%) |
| Commissions $0 | Avg. Trade Length 27y 3m 3w 3d | Expectancy $651,717.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.6% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 184,000 | $10.27M | $10.27M | - | - | - | 0.0 |
| 0019 001957208 | 178,100 | $6.54M | $6.54M | - | - | - | 0.0 |
| 0081 008117202 | 7,000 | $520,000 | $520,000 | - | - | - | 0.0 |
| 0226 022615108 | 187,050 | $9.52M | $9.52M | - | - | - | 0.0 |
| 0236 02364J104 | 14,610 | $1.61M | $1.61M | - | - | - | 0.0 |
| 0266 026609107 | 11,450 | $657,000 | $657,000 | - | - | - | 0.0 |
| 0456 045651106 | 92,200 | $6M | $6M | - | - | - | 0.0 |
| 0456 045651205 | 51,700 | $3.37M | $3.37M | - | - | - | 0.0 |
| 0459 045919107 | 700 | $38,000 | $38,000 | - | - | - | 0.0 |
| 0460 046008108 | 8,064 | $356,000 | $356,000 | - | - | - | 0.0 |
| 0488 048825103 | 2,500 | $209,000 | $209,000 | - | - | - | 0.0 |
| 0558 055839203 | 1,500 | $38,000 | $38,000 | - | - | - | 0.0 |
| 0654 065412108 | 1,000 | $40,000 | $40,000 | - | - | - | 0.0 |
| 0738 07384R309 | 67,533 | $249,000 | $249,000 | - | - | - | 0.0 |
| 0778 077853109 | 306 | $20,000 | $20,000 | - | - | - | 0.0 |
| 0837 083739102 | 3,000 | $52,000 | $52,000 | - | - | - | 0.0 |
| 0962 096231AA3 | 729,000 | $683,000.03 | $683,000.03 | - | - | - | 0.0 |
| 0969 09699XR14 | 200,000 | $200,000 | $200,000 | - | - | - | 0.0 |
| 1249 12490K107 | 259,900 | $11.32M | $11.32M | - | - | - | 0.0 |
| 1255 125577106 | 194,100 | $5.61M | $5.61M | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Diane Mcdermott?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $35.88M, American Express Company - $6.19M, Amgen Inc - $5.61M, The Walt Disney Company - $3M, and McDonald's Corporation - $2.68M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Diane Mcdermott's portfolio generate?
The portfolio generates substantial dividend income, with a total of $73.8M earned over time. The largest contributors to dividend income include Citigroup Inc - $35.88M, American Express Company - $6.19M, Amgen Inc - $5.61M, The Walt Disney Company - $3M, and McDonald's Corporation - $2.68M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Diane Mcdermott's monthly returns?
Diane Mcdermott'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 Diane Mcdermott's strategy be considered aggressive or moderate?
Diane Mcdermott'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 Diane Mcdermott's strategy?
Diane Mcdermott'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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