ES
Elaine Schuler Portfolio
Invests via MONTGOMERY INVESTMENT MANAGEMENT Inc. | Managed by Dominic Rose, Gary Rollo
Invests via MONTGOMERY INVESTMENT MANAGEMENT Inc.
Managed by Dominic Rose, Gary Rollo
Automatically Tracked
Elaine Schuler Profile
With a robust career in executive leadership, Elaine Schuler has become a recognized figure in the financial services industry. Her extensive experience encompasses operational management and strategic oversight within notable organizations, driving transformative growth initiatives. Known for her ability to navigate complex market dynamics, she excels at fostering collaboration across multifaceted teams. Throughout her professional journey, Schuler has been instrumental in cultivating partnerships that enhance client experiences while delivering value-driven solutions. Her academic foundation includes degrees from leading institutions, reinforcing her expertise and enhancing her influence in corporate environments.
With a robust career in executive leadership, Elaine Schuler has become a recognized figure in the financial services industry. Her extensive experience encompasses operational management and strategic oversight within notable organizations, driving transformative growth initiatives. Known for her ability to navigate complex market dynamics, she excels at fostering collaboration across multifaceted teams. Throughout her professional journey, Schuler has been instrumental in cultivating partnerships that enhance client experiences while delivering value-driven solutions. Her academic foundation includes degrees from leading institutions, reinforcing her expertise and enhancing her influence in corporate environments.
Investment Philosophy & Strategy
In navigating the complexities of modern markets, Elaine Schuler demonstrates a keen acumen for identifying disruptive investment opportunities. Her robust leadership background informs a strategic focus on collaborative engagement and operational efficiency, facilitating innovative solutions in challenging environments. With a track record of championing transformative growth initiatives, she seeks to capitalize on emerging trends by aligning resources effectively within dynamic teams. This forward-thinking approach not only drives sustainable performance but also enhances stakeholder value through thoughtful decision-making and impactful partnerships.
In navigating the complexities of modern markets, Elaine Schuler demonstrates a keen acumen for identifying disruptive investment opportunities. Her robust leadership background informs a strategic focus on collaborative engagement and operational efficiency, facilitating innovative solutions in challenging environments. With a track record of championing transformative growth initiatives, she seeks to capitalize on emerging trends by aligning resources effectively within dynamic teams. This forward-thinking approach not only drives sustainable performance but also enhances stakeholder value through thoughtful decision-making and impactful partnerships.
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:
-0.17%
Gain +1.06%
Monthly
0.24%
Yearly
2.91%
Drawdown
17.31%
$176.75M
Equity
Holdings
$176.75M
Investment
$91.92M
$84.83M
Profit +$1.85M
Realized
$0
Unrealized
$84.83M
Dividends
$56.41M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.06%
Profit
$1.85M
Win %
71%
This Week
Compared To Last Week
Gain
0.82%
Profit
$1.43M
Win %
71%
This Month
Compared to last month
Gain
1.62%
Profit
$2.82M
Win %
71%
This Year
Compared to last year
Gain
-4.8%
Profit
-$8.91M
Win %
71%
FMCC Freddie Mac
+14.73%
+$10,158.75 
NVR NVR, Inc.
+3.51%
+$622,992.55 
MHK Mohawk Industries, Inc.
+2.84%
+$11,253 
WY Weyerhaeuser Company
+2.8%
+$9,211.4 
COF Capital One Financial Corporation
+2.79%
+$28,616.1 
DRI Darden Restaurants, Inc.
+2.71%
+$497,003.85 
GIS General Mills, Inc.
+2.68%
+$486,870.08 
RYN Rayonier Inc.
+1.8%
+$60,650.14 
A Agilent Technologies Inc.
+1.71%
+$26,801.55 
IFN The India Fund, Inc.
+1.57%
+$4,209.15 
RDY Dr. Reddy's Laboratories Ltd.
+1.53%
+$46,995 
VSEC VSE Corporation
+1.33%
+$230,624.09 
PFE Pfizer Inc.
+1.3%
+$4,445.77 
PPT Putnam Premier Income Trust
+1.25%
+$1,140 
BBT Beacon Financial Corporation
+0.96%
+$91,715.26 
FRT Federal Realty Investment Trust
+0.31%
+$3,316.5 
ELME Elme Communities
+0.29%
+$374.25 
GF New Germany Fund Inc.
+0.19%
+$284.19 
MDU MDU Resources Group, Inc.
+0.14%
+$8,187.98 
APC Arko Petroleum Corp.
+0.11%
+$1,267.56 
IR Ingersoll Rand Inc.
0%
$0 BLS
BLS
0%
$0 PD
PD
0%
$0 KRB
KRB
0%
$0 SWY
SWY
0%
$0 RT
RT
0%
$0 PCL
PCL
0%
$0 RSE
RSE
0%
$0 ACS
ACS
0%
$0 IDXC
IDXC
0%
$0 ASO
ASO
0%
$0 RYL
RYL
0%
$0 IHP
IHP
0%
$0 HPQ
HPQ
0%
$0 MRBK
MRBK
0%
$0 BOLT
BOLT
0%
$0 BTO
BTO
0%
$0 MVF
MVF
0%
$0 VLNK
VLNK
0%
$0 
MBRG Middleburg Financial Corp.
0%
$0 KEM
KEM
0%
$0 0605
060505014
0%
$0 HICK
HICKA
0%
$0 6821
682195102
0%
$0 
XOM Exxon Mobil Corporation
-1.83%
-$62,674.56 
CVX Chevron Corporation
-1.7%
-$142,755.86 
CEE The Central and Eastern Europe Fund, Inc.
-1.2%
-$3,802.5 
BP BP p.l.c. Sponsored ADR
-0.95%
-$14,222.95 
MRK Merck & Co., Inc.
-0.44%
-$37,685.56 
DUK Duke Energy Corporation
-0.43%
-$27,428.78 
APA APA Corporation
-0.4%
-$1,368 
COST Costco Wholesale Corporation
-0.04%
-$2,486 
JNJ Johnson & Johnson
-0.02%
-$474.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 53 | Longs Won 19/53 35% | Profit Factor 9.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.31M |
| Average Win $5M | Best Trade (Oct 15) $17.22M | Sharpe Ratio -81.49 |
| Average Loss -$298,836.93 | Worst Trade (Oct 14) -$4.08M | Z-Score -1.78 (93.95%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $1.6M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% | 4.21% |
| Consecutive Losing Trades | 591 | 532 | 473 | 414 | 355 | 296 | 237 | 177 | 118 | 59 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0605 060505014 | 2,940 | $237,000 | $237,000 | - | - | - | 0.0 |
| 6821 682195102 | 125,375 | $351,000 | $351,000 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 9,024.09 | $177,774.57 | $1.6M | - | $1.42M | 798.32% | +1.707% |
| ACS ACS | 337,777 | $18.4M | $18.4M | - | - | - | 0.0 |
| APA APA Corporation | 7,200 | $292,003.2 | $339,696 | - | $47,692.8 | 16.33% | -0.401% |
| APC Arko Petroleum Corp. | 75,450 | $1.92M | $1.2M | - | -$726,824.94 | -37.78% | +0.106% |
| ASO ASO | 71,570 | $1.75M | $1.75M | - | - | - | 0.0 |
| BBT Beacon Financial Corporation | 352,751 | $13.63M | $9.65M | - | -$3.98M | -29.22% | +0.96% |
| BLS BLS | 7,940 | $225,000 | $225,000 | - | - | - | 0.0 |
| BOLT BOLT | 48,500 | $180,000 | $180,000 | - | - | - | 0.0 |
| BP BP p.l.c. Sponsored ADR | 30,587 | $1.51M | $1.48M | - | -$31,271.49 | -2.07% | -0.953% |
| BTO BTO | 41,700 | $431,000 | $431,000 | - | - | - | 0.0 |
| CEE The Central and Eastern Europe Fund, Inc. | 16,900 | $388,000 | $311,889.5 | - | -$76,110.5 | -19.62% | -1.204% |
| COF Capital One Financial Corporation | 5,270 | $323,000 | $1.05M | - | $729,840.6 | 225.96% | +2.794% |
| COST Costco Wholesale Corporation | 5,650 | $210,000 | $5.55M | - | $5.34M | 2,540.86% | -0.045% |
| CVX Chevron Corporation | 37,766 | $1.63M | $8.24M | - | $6.61M | 405.38% | -1.702% |
| DRI Darden Restaurants, Inc. | 88,121.25 | $1.66M | $18.87M | - | $17.22M | 1,039.63% | +2.705% |
| DUK Duke Energy Corporation | 53,781.91 | $1.92M | $6.41M | - | $4.49M | 233.87% | -0.426% |
| ELME Elme Communities | 74,850 | $2.19M | $131,361.75 | - | -$2.05M | -93.99% | +0.286% |
| FMCC Freddie Mac | 23,625 | $1.38M | $79,143.75 | - | -$1.3M | -94.26% | +14.726% |
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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 Elaine Schuler?
The largest contributions to the portfolio's profits come from the following stocks: General Mills, Inc - $18.95M, Duke Energy Corporation - $5.5M, Darden Restaurants, Inc - $4.69M, Beacon Financial Corporation - $4.42M, and Rayonier Inc - $3.66M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Elaine Schuler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.41M earned over time. The largest contributors to dividend income include General Mills, Inc - $18.95M, Duke Energy Corporation - $5.5M, Darden Restaurants, Inc - $4.69M, Beacon Financial Corporation - $4.42M, and Rayonier Inc - $3.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elaine Schuler's monthly returns?
Elaine Schuler'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 Elaine Schuler's strategy be considered aggressive or moderate?
Elaine Schuler's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Elaine Schuler's strategy?
Elaine Schuler'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.
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