Paul L. Moffat Portfolio
Invests via Arista Wealth Management LLC | Managed by Paul L. Moffat
Invests via Arista Wealth Management LLC
Managed by Paul L. Moffat
Automatically Tracked
Paul L. Moffat Profile
With an extensive career spanning several decades, Paul L. Moffat has emerged as a pivotal figure in the realm of financial services and corporate governance. His leadership experience encompasses significant roles within multinational corporations where he focused on driving strategic growth initiatives. Renowned for his adeptness at navigating complex business landscapes, Moffat has been instrumental in optimizing operational efficiencies and spearheading innovative solutions to enhance market competitiveness. His insights are frequently sought after by emerging startups seeking guidance on scaling operations effectively while maintaining fiscal discipline. A well-respected voice among industry peers, he continues to influence best practices in capital markets.
With an extensive career spanning several decades, Paul L. Moffat has emerged as a pivotal figure in the realm of financial services and corporate governance. His leadership experience encompasses significant roles within multinational corporations where he focused on driving strategic growth initiatives. Renowned for his adeptness at navigating complex business landscapes, Moffat has been instrumental in optimizing operational efficiencies and spearheading innovative solutions to enhance market competitiveness. His insights are frequently sought after by emerging startups seeking guidance on scaling operations effectively while maintaining fiscal discipline. A well-respected voice among industry peers, he continues to influence best practices in capital markets.
Investment Philosophy & Strategy
In the intricate landscape of financial services, identifying sustainable growth avenues is crucial. Paul L. Moffat leverages his substantial leadership acumen to focus on operational efficiency and strategic alignment with market trends. His experience with multinational corporations has instilled a keen eye for transformative opportunities that enhance value creation while supporting innovation within organizations. This mindset allows him to nurture startups by providing insights into scaling operations without compromising fiscal integrity. Ultimately, his approach combines entrepreneurial spirit with an emphasis on sound governance practices to cultivate resilient business frameworks.
In the intricate landscape of financial services, identifying sustainable growth avenues is crucial. Paul L. Moffat leverages his substantial leadership acumen to focus on operational efficiency and strategic alignment with market trends. His experience with multinational corporations has instilled a keen eye for transformative opportunities that enhance value creation while supporting innovation within organizations. This mindset allows him to nurture startups by providing insights into scaling operations without compromising fiscal integrity. Ultimately, his approach combines entrepreneurial spirit with an emphasis on sound governance practices to cultivate resilient business frameworks.
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:
67.14%
Gain -1.24%
Monthly
1.44%
Yearly
18.74%
Drawdown
38.24%
$917.72M
Equity
Holdings
$917.72M
Investment
$745.85M
$211.66M
Profit -$5.91M
Realized
$39.8M
Unrealized
$171.87M
Dividends
$30.38M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$5.91M
Win %
75%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$5.64M
Win %
75%
This Month
Compared to last month
Gain
-0.96%
Profit
-$8.92M
Win %
75%
This Year
Compared to last year
Gain
-1.22%
Profit
-$11.04M
Win %
73%
LITE Lumentum Holdings Inc.
+7.1%
+$41,684.04 
MXL MaxLinear Inc.
+5.94%
+$12,888.83 
CRDO Credo Technology Group Holding Ltd.
+5.2%
+$13,702 
SANM Sanmina Corporation
+4.86%
+$17,627.2 
COHR Coherent Corp.
+4.45%
+$57,541.42 
SNDK SanDisk Corporation
+3.56%
+$9,702.27 
USAC Usa Compression Partners L.P.
+3.41%
+$8,900 
PAYS Paysign Inc.
+3.16%
+$7,906.95 
GOOG Alphabet Inc
+2.89%
+$54,715.23 
MPWR Monolithic Power Systems, Inc.
+2.82%
+$40,855.57 
CIEN Ciena Corporation
+2.77%
+$34,027.25 
GOOGL Alphabet Inc
+2.72%
+$222,170.16 
WMB The Williams Companies, Inc.
+2.66%
+$31,051.26 
RBLX Roblox Corporation
+2.54%
+$5,240 
MU Micron Technology, Inc.
+2.52%
+$63,964.6 
PAA Plains All American Pipeline, L.P.
+2.41%
+$8,395 
AMD Advanced Micro Devices, Inc.
+2.41%
+$55,282.2 
INTC Intel Corporation
+2.39%
+$22,547.48 
KMI Kinder Morgan, Inc.
+2.21%
+$15,045.75 
AVGO Broadcom Inc.
+2.03%
+$210,203.62 
RTX RTX Corporation
+1.99%
+$83,521.9 
EPD Enterprise Products Partners L.P.
+1.94%
+$6,882 
WES Western Midstream Partners, LP
+1.91%
+$5,544 
PAGP Plains GP Holdings, L.P.
+1.85%
+$8,341.95 
TTWO Take-Two Interactive Software, Inc.
+1.82%
+$18,960.48 
CLS Celestica Inc.
+1.56%
+$22,108.66 
DDOG Datadog, Inc. Class A Common Stock
+1.42%
+$7,234.88 
ALL Allstate Corporation
+1.39%
+$11,550.9 
NOC Northrop Grumman Corporation
+1.36%
+$30,914.67 
SPOT Spotify Technology S.A.
+1.36%
+$15,853.5 
OKE ONEOK, Inc.
+1.35%
+$4,000.5 
PBR Petrobras S.A. Sponsored ADR
+1.25%
+$4,500 
COP ConocoPhillips
+1.22%
+$17,682 
MPLX MPLX LP
+1.21%
+$5,041.14 
SHOP Shopify Inc.
+1.2%
+$4,662 
AMZN Amazon.com Inc
+1.18%
+$129,445.53 
CVX Chevron Corporation
+1.1%
+$20,136.5 
LYB LyondellBasell Industries N.V.
+1.07%
+$3,175 
ET Energy Transfer L.P.
+1.06%
+$3,963.95 
CW Curtiss-Wright Corporation
+1.05%
+$6,064.98 
FLEX Flex Ltd.
+1.02%
+$5,540.02 
ANET Arista Networks, Inc.
+1.02%
+$5,295.88 
NVDA NVIDIA Corporation
+1.01%
+$130,856.44 
GD General Dynamics Corporation
+1%
+$7,222.56 
DLR Digital Realty Trust, Inc.
+0.95%
+$6,593.52 
RDDT Reddit Inc Class A
+0.89%
+$3,240 
ETR Entergy Corporation
+0.87%
+$8,498.16 
APP AppLovin Corporation Class A Common Stock
+0.85%
+$5,641.2 
MO Altria Group, Inc.
+0.81%
+$4,138.2 
PSX Phillips 66
+0.81%
+$2,102.89 
XOM Exxon Mobil Corporation
+0.77%
+$42,702.12 
LMT Lockheed Martin Corporation
+0.74%
+$16,295.54 
SNOW Snowflake Inc.
+0.74%
+$4,950 
KO The Coca-Cola Company
+0.73%
+$22,756.37 
VLO Valero Energy Corporation
+0.73%
+$11,651.58 
NXPI NXP Semiconductors N.V.
+0.71%
+$5,337.1 
OXY Occidental Petroleum Corporation
+0.7%
+$2,892.51 
CRS Carpenter Technology Corporation
+0.68%
+$7,793.29 
V Visa Inc. Class A
+0.64%
+$17,761.2 
CB Chubb Limited
+0.62%
+$10,400.78 
ISRG Intuitive Surgical, Inc.
+0.57%
+$4,670.87 
C Citigroup Inc.
+0.56%
+$4,305.6 
MCD McDonald's Corporation
+0.55%
+$6,895.32 
ICE Intercontinental Exchange, Inc.
+0.54%
+$5,652.88 
EIX Edison International
+0.54%
+$1,784.16 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.51%
+$1,088 
MSFT Microsoft Corp.
+0.51%
+$49,972.87 
VOOG Vanguard S&P 500 Growth ETF
+0.5%
+$427,114.22 
CDNS Cadence Design Systems, Inc.
+0.49%
+$12,699.33 
TRP TC Energy Corporation
+0.49%
+$2,108 
IWF iShares Russell 1000 Growth ETF
+0.47%
+$6,828.72 
QQQM Invesco NASDAQ 100 ETF
+0.45%
+$1,323.55 
VONG Vanguard Russell 1000 Growth Fund
+0.4%
+$3,662.26 
AEP American Electric Power Company, Inc.
+0.39%
+$2,741.44 
T AT&T Inc.
+0.39%
+$1,576.33 
ADI Analog Devices, Inc.
+0.37%
+$6,505.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.36%
+$4,242.41 
COST Costco Wholesale Corporation
+0.35%
+$24,766.5 
HLT Hilton Worldwide Holdings Inc.
+0.34%
+$5,112.8 
PAAS Pan American Silver Corp.
+0.31%
+$1,105 
LVS Las Vegas Sands Corp.
+0.31%
+$1,121.12 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.3%
+$713.7 
VUG Vanguard Growth ETF
+0.3%
+$76,623.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.29%
+$2,271.82 
HWM Howmet Aerospace Inc.
+0.29%
+$784.47 
VST Vistra Corp
+0.28%
+$872.17 
NEM Newmont Corporation
+0.26%
+$822.5 
XLK State Street Technology Select Sector SPDR ETF
+0.24%
+$2,500.02 
PLTR Palantir Technologies Inc.
+0.23%
+$994.48 
DXCM DexCom, Inc.
+0.2%
+$781 
ON ON Semiconductor Corporation
+0.2%
+$510 
NEE NextEra Energy, Inc.
+0.19%
+$4,609.72 
YUM Yum! Brands, Inc.
+0.13%
+$801.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.13%
+$939.83 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.13%
+$1,107.51 
ING ING Groep N.V. Sponsored ADR
+0.12%
+$843.64 
GM General Motors Company
+0.1%
+$1,484.8 
VOO Vanguard S&P 500 ETF
+0.1%
+$20,383.54 
CSCO Cisco Systems, Inc.
+0.1%
+$2,825.24 
KMB Kimberly-Clark Corporation
+0.1%
+$227.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$3,001.26 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$18,213.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$13,804.92 
CTVA Corteva Inc.
+0.09%
+$900.37 
IVV iShares Core S&P 500 ETF
+0.09%
+$5,350.15 
UBER Uber Technologies, Inc.
+0.08%
+$344.7 
BMY Bristol-Myers Squibb Company
+0.08%
+$379.25 
WLDN Willdan Group, Inc.
+0.07%
+$310.7 
TOST Toast Inc.
+0.07%
+$201.04 
VICI Vici Properties Inc.
+0.06%
+$129 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.05%
+$3,391.68 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$3,889.84 
EWJ iShares MSCI Japan ETF
+0.04%
+$661.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.03%
+$191.84 
PM Philip Morris International Inc.
+0.02%
+$286.38 
DFAE Dimensional Emerging Core Equity Market ETF
+0.01%
+$3,190.89 
ABBV AbbVie Inc.
+0.01%
+$354.45 
AVUS Avantis U.S. Equity ETF
0%
+$33.54 
BTI British American Tobacco p.l.c. ADR
0%
$0 
FSSL
0%
$0 
G2004J103
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
LAPR
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
ZIM ZIM Integrated Shipping Services Ltd.
0%
$0 
ORCL Oracle Corporation
-4.27%
-$34,813.8 
CVNA Carvana Co.
-4.13%
-$20,168.9 
HONA Honeywell Aerospace Inc.
-4.05%
-$23,699.35 
UPS United Parcel Service, Inc.
-3.64%
-$26,060.92 
ADBE Adobe Inc.
-3.57%
-$63,523.68 
GPI Group 1 Automotive Inc.
-3.46%
-$68,408.9 
SPFI South Plains Financial Inc.
-3.2%
-$17,892.84 
LRCX Lam Research Corporation
-2.29%
-$115,148.71 
SNPS Synopsys, Inc.
-2.23%
-$8,560 
DELL Dell Technologies Inc.
-2.22%
-$10,510.33 
FTAI FTAI Aviation Ltd.
-2.21%
-$7,030.35 
BA Boeing Company
-2.2%
-$5,790.4 
AAPL Apple Inc.
-2.18%
-$520,810.48 
URI United Rentals, Inc.
-2.08%
-$43,082.83 
GBFH Gbank Financial Holdings Inc.
-1.96%
-$178,211.14 
CSTM Constellium SE
-1.96%
-$5,524.2 
SQ Block, Inc.
-1.94%
-$8,690 
TSLA Tesla, Inc.
-1.93%
-$9,615.39 
LRN Stride, Inc.
-1.92%
-$26,778.22 
CDE Coeur Mining, Inc.
-1.88%
-$4,050 
ACN Accenture plc Class A
-1.83%
-$4,660.36 
CENX Century Aluminum Company
-1.83%
-$8,945.2 
APG Api Group Corporation
-1.79%
-$13,770 
VICR Vicor Corporation
-1.78%
-$4,230 
NFLX Netflix, Inc.
-1.73%
-$11,672.74 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$25,179.04 
DOV Dover Corporation
-1.64%
-$6,455.68 
AU AngloGold Ashanti plc
-1.64%
-$3,791.34 
LYFT Lyft Inc.
-1.58%
-$3,675 
SNX TD Synnex Corporation
-1.47%
-$11,738.16 
SNY Sanofi American Depositary Receipt
-1.46%
-$4,780.75 
AZN AstraZeneca PLC American Depositary Shares
-1.41%
-$6,035.68 
HD The Home Depot, Inc.
-1.41%
-$19,444.6 
ONTO Onto Innovation Inc.
-1.36%
-$3,809.99 
CAT Caterpillar Inc.
-1.34%
-$6,808 
RF Regions Financial Corporation
-1.34%
-$8,181.68 
CL Colgate-Palmolive Company
-1.26%
-$7,347.6 
HPE Hewlett Packard Enterprise Company
-1.18%
-$4,482 
GE General Electric Company
-1.16%
-$2,797.35 
EQT EQT Corporation
-1.16%
-$6,435.4 
MCK McKesson Corporation
-1.16%
-$14,055.12 
TRI Thomson Reuters Corp.
-1.15%
-$5,225.88 
INCY Incyte Corporation
-1.13%
-$23,486.95 
MS Morgan Stanley
-1.1%
-$11,590 
RIO Rio Tinto Plc Sponsored ADR
-0.95%
-$3,076.22 
DIS The Walt Disney Company
-0.95%
-$4,713.8 
BLK BlackRock, Inc.
-0.93%
-$27,101.44 
AXP American Express Company
-0.9%
-$35,313.9 
F Ford Motor Company
-0.88%
-$21,216 
MRK Merck & Co., Inc.
-0.87%
-$7,304.36 
SHEL Shell plc
-0.86%
-$2,021.25 
JNJ Johnson & Johnson
-0.86%
-$21,077.21 
CRM Salesforce Inc
-0.83%
-$5,836.8 
DHR Danaher Corporation
-0.83%
-$5,625.3 
CSX CSX Corporation
-0.83%
-$21,357.84 
SMCI Super Micro Computer Inc
-0.83%
-$1,600 
JAZZ Jazz Pharmaceuticals plc
-0.81%
-$2,015 
PB Prosperity Bancshares Inc.
-0.8%
-$2,012.49 
WFC Wells Fargo & Company
-0.78%
-$10,816.83 
FCFS FirstCash Holdings, Inc.
-0.78%
-$6,960.38 
XLB Materials Select Sector SPDR Fund
-0.76%
-$7,284.97 
NLY Annaly Capital Management, Inc.
-0.76%
-$1,925 
ZION Zions Bancorporation, National Association
-0.75%
-$1,809.4 
MOD Modine Manufacturing Company
-0.74%
-$1,700 
MET MetLife Inc.
-0.74%
-$3,923.28 
DFSV Dimensional US Small Cap Value ETF
-0.71%
-$602,539.84 
DFAT Dimensional US Targeted Value ETF
-0.71%
-$4,818 
NVO Novo Nordisk A/S Sponsored ADR
-0.7%
-$3,550 
PAVE Global X U.S. Infrastructure Development ETF
-0.7%
-$1,710.35 
PEP PepsiCo, Inc.
-0.7%
-$3,218.88 
ADP Automatic Data Processing Inc.
-0.67%
-$20,199.68 
DFAS Dimensional U.S. Small Cap ETF
-0.66%
-$1,663.32 
CP Canadian Pacific Kansas City Limited
-0.64%
-$2,724 
BAC Bank of America Corporation
-0.64%
-$4,765.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$18,257.26 
AMKR Amkor Technology Inc.
-0.63%
-$5,388.59 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.63%
-$1,179.4 
LULU lululemon athletica inc.
-0.62%
-$4,326.48 
AVSC Avantis U.S. Small Cap Equity ETF
-0.62%
-$1,442.7 
VSEC VSE Corporation
-0.61%
-$4,208.76 
SCHW Charles Schwab Corporation
-0.6%
-$3,660 
GILD Gilead Sciences Inc.
-0.6%
-$6,357.81 
IEUR iShares Core MSCI Europe ETF
-0.6%
-$22,799.25 
PH Parker-Hannifin Corporation
-0.58%
-$1,875.9 
IWN iShares Russell 2000 Value ETF
-0.57%
-$5,198.76 
ATI ATI Inc.
-0.56%
-$6,040.65 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.55%
-$2,393.6 
PAYX Paychex Inc.
-0.55%
-$4,702.32 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.53%
-$8,575.32 
XLI Industrial Select Sector SPDR Fund
-0.5%
-$2,485.41 
AIG American International Group Inc.
-0.46%
-$2,786.84 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$1,219.68 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.44%
-$6,622.97 
AVUV Avantis U.S. Small Cap Value ETF
-0.44%
-$3,311.13 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.44%
-$981.06 
VB Vanguard Small-Cap ETF
-0.43%
-$4,237.93 
XLV Health Care Select Sector SPDR Fund
-0.43%
-$1,589.09 
DFAI Dimensional International Core Equity Market ETF
-0.41%
-$183,113.97 
WMT Walmart Inc.
-0.4%
-$8,172.82 
FNDF Schwab Fundamental International Large Company Index ETF
-0.39%
-$9,161.66 
EME EMCOR Group, Inc.
-0.37%
-$771.27 
PFE Pfizer Inc.
-0.36%
-$6,450.84 
KGC Kinross Gold Corporation
-0.35%
-$1,440 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$1,890.42 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.33%
-$11,868.48 
ZECP Zacks Earnings Consistent Portfolio
-0.32%
-$1,289.63 
THC Tenet Healthcare Corporation
-0.31%
-$1,474.98 
JPM JPMorgan Chase & Co.
-0.3%
-$41,280.45 
XLF Financial Select Sector SPDR Fund
-0.29%
-$1,025.47 
SCHM Schwab U.S. Mid-Cap ETF
-0.29%
-$2,506.5 
IWD iShares Russell 1000 Value ETF
-0.28%
-$882.51 
COF Capital One Financial Corporation
-0.26%
-$2,666.4 
B BARRICK MINING CORP Common Stock (ABR0)
-0.26%
-$2,403.36 
EW Edwards Lifesciences Corporation
-0.22%
-$506.71 
IXUS iShares Core International Stock ETF
-0.2%
-$3,382.95 
DFCF Dimensional Core Fixed Income ETF
-0.2%
-$3,662.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.2%
-$98,104 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.19%
-$11,079.24 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.18%
-$49,125.09 
REGN Regeneron Pharmaceuticals, Inc.
-0.17%
-$590 
AXON Axon Enterprise, Inc.
-0.17%
-$952.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$5,000.65 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$3,131.32 
META Meta Platforms Inc Class A
-0.17%
-$8,235 
DFAR Dimensional US Real Estate ETF
-0.17%
-$449.55 
CMCSA Comcast Corp
-0.15%
-$550.02 
CNC Centene Corporation
-0.14%
-$1,107.63 
BRK-B Berkshire Hathaway Inc.
-0.13%
-$1,876.38 
LLY Eli Lilly and Company
-0.13%
-$8,842.56 
PANW Palo Alto Networks, Inc.
-0.12%
-$1,484.36 
PG Procter & Gamble Co
-0.11%
-$1,508.8 
OMC Omnicom Group Inc.
-0.1%
-$353.43 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.1%
-$10,509.12 
GAB Gabelli Equity Trust Inc.
-0.09%
-$235.64 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.09%
-$186.48 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$21,496.23 
AVGE FRCL 3 2022Q3 Hb Float
-0.05%
-$549.9 
DFAU Dimensional US Core Equity Market ETF
-0.04%
-$42,095.7 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$697.16 
GS The Goldman Sachs Group, Inc.
-0.01%
-$310.66 Events
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Dividends
Dividend Analysis
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| Trades 1407 | Longs Won 943/1407 67% | Profit Factor 12.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $845,529.62 |
| Average Win $244,206.58 | Best Trade (Jul 15) $18.57M | Sharpe Ratio -9.33 |
| Average Loss -$40,133.3 | Worst Trade (Jul 24) -$2.01M | Z-Score 6.49 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $150,437.07 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
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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 Paul L. Moffat?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US Core Equity Market ETF - $10.85M, Vanguard Intermediate-Term Corporate Bond Fund - $6.53M, Dimensional International Core Equity Market ETF - $5.59M, Dimensional US Small Cap Value ETF - $4.82M, and Vanguard Total International Stock Index Fund Investor Shares - $3.71M. 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: Primo Brands Corp. Common Stock - $541,240.41, TRI - $531,297, Vanguard S&P Small-Cap 600 Value ETF - $368,157.81, Adobe Inc - $246,340.3, and Iron Mountain Inc - $214,351.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul L. Moffat's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.38M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $5.74M, Vanguard Short-Term Treasury Fund - $3.53M, Dimensional International Core Equity Market ETF - $2.63M, Dimensional US Core Equity Market ETF - $2.53M, and Vanguard Intermediate-Term Treasury Fund - $2.38M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul L. Moffat's monthly returns?
Paul L. Moffat'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 Paul L. Moffat's strategy be considered aggressive or moderate?
Paul L. Moffat'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 Paul L. Moffat's strategy?
Paul L. Moffat's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
