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:
79.84%
Gain -0.8%
Monthly
1.48%
Yearly
19.31%
Drawdown
19.43%
$934.89M
Equity
Holdings
$934.89M
Investment
$745.85M
$230.57M
Profit -$4.17M
Realized
$41.53M
Unrealized
$189.03M
Dividends
$31.55M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$4.17M
Win %
75%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$4.17M
Win %
75%
This Month
Compared to last month
Gain
-0.94%
Profit
-$8.91M
Win %
75%
This Year
Compared to last year
Gain
0.63%
Profit
$6.12M
Win %
72%
PANW Palo Alto Networks, Inc.
+14.01%
+$159,931.19 
RBLX Roblox Corporation
+11.52%
+$20,960 
TRI Thomson Reuters Corp.
+8.63%
+$39,573.56 
SPOT Spotify Technology S.A.
+6.67%
+$85,560.12 
ACN Accenture plc Class A
+6.28%
+$20,466.62 
ADBE Adobe Inc.
+4.59%
+$86,783.24 
CNC Centene Corporation
+4.53%
+$37,044.07 
CRM Salesforce Inc
+4.5%
+$45,670.4 
DDOG Datadog, Inc. Class A Common Stock
+4.47%
+$19,453.55 
OLLI Ollie's Bargain Outlet Holdings Inc.
+4.19%
+$9,856 
HONA Honeywell Aerospace Inc.
+4.18%
+$18,289.87 
SHOP Shopify Inc.
+4.15%
+$16,821 
PLTR Palantir Technologies Inc.
+4.13%
+$22,167.28 
YUM Yum! Brands, Inc.
+4.02%
+$23,262.6 
TTWO Take-Two Interactive Software, Inc.
+3.98%
+$37,631.29 
TOST Toast Inc.
+3.88%
+$12,514.74 
RDDT Reddit Inc Class A
+3.83%
+$12,100 
BTI British American Tobacco p.l.c. ADR
+3.78%
+$17,556 
NFLX Netflix, Inc.
+3.76%
+$28,477.26 
LYFT Lyft Inc.
+3.33%
+$7,650 
MCK McKesson Corporation
+3.23%
+$41,218.24 
ADP Automatic Data Processing Inc.
+3.12%
+$98,179.84 
GOOGL Alphabet Inc
+3.08%
+$245,705.4 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$15,066.7 
GOOG Alphabet Inc
+2.97%
+$54,496.1 
META Meta Platforms Inc Class A
+2.91%
+$143,578.53 
CVNA Carvana Co.
+2.56%
+$12,841.35 
GPI Group 1 Automotive Inc.
+2.54%
+$42,914.9 
AXON Axon Enterprise, Inc.
+2.49%
+$13,129.42 
PAYX Paychex Inc.
+2.4%
+$20,749.92 
ISRG Intuitive Surgical, Inc.
+2.38%
+$20,793.67 
MO Altria Group, Inc.
+2.32%
+$11,035.2 
OMC Omnicom Group Inc.
+2.29%
+$7,525.98 
MSFT Microsoft Corp.
+2.27%
+$281,018.1 
WMT Walmart Inc.
+2.27%
+$43,173.81 
DIS The Walt Disney Company
+2.19%
+$11,873.68 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$8,520.96 
T AT&T Inc.
+2.07%
+$10,014.32 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.05%
+$4,110.37 
GM General Motors Company
+2.04%
+$32,480 
LLY Eli Lilly and Company
+2.04%
+$132,931.49 
UPS United Parcel Service, Inc.
+2.01%
+$12,299.78 
MCD McDonald's Corporation
+1.96%
+$23,108.64 
DXCM DexCom, Inc.
+1.87%
+$7,750 
GILD Gilead Sciences Inc.
+1.86%
+$21,087.66 
ALL Allstate Corporation
+1.78%
+$15,007.86 
NOC Northrop Grumman Corporation
+1.74%
+$39,322.38 
ABBV AbbVie Inc.
+1.73%
+$52,458.6 
PM Philip Morris International Inc.
+1.7%
+$30,929.06 
CL Colgate-Palmolive Company
+1.6%
+$8,729.2 
COST Costco Wholesale Corporation
+1.58%
+$107,621.7 
SNY Sanofi American Depositary Receipt
+1.57%
+$4,927.85 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$6,065.01 
LRN Stride, Inc.
+1.52%
+$19,983.75 
DHR Danaher Corporation
+1.5%
+$9,910.45 
EW Edwards Lifesciences Corporation
+1.49%
+$3,451.14 
KMB Kimberly-Clark Corporation
+1.49%
+$3,177.59 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$5,527.2 
LULU lululemon athletica inc.
+1.41%
+$8,382.56 
VZ Verizon Communications Inc.
+1.4%
+$5,302.28 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$18,429.32 
SNOW Snowflake Inc.
+1.27%
+$10,475.02 
UBER Uber Technologies, Inc.
+1.27%
+$5,227.95 
AIG American International Group Inc.
+1.2%
+$6,778.8 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$5,100 
LMT Lockheed Martin Corporation
+1.14%
+$25,779.78 
KO The Coca-Cola Company
+1.1%
+$37,098.62 
V Visa Inc. Class A
+1.05%
+$30,225.12 
HD The Home Depot, Inc.
+1%
+$12,622.69 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$14,342.93 
AXP American Express Company
+0.89%
+$31,982.4 
CB Chubb Limited
+0.85%
+$13,788.19 
CP Canadian Pacific Kansas City Limited
+0.81%
+$3,268.8 
BMY Bristol-Myers Squibb Company
+0.73%
+$3,527.03 
TRP TC Energy Corporation
+0.72%
+$2,728 
INCY Incyte Corporation
+0.7%
+$15,067.1 
VICI Vici Properties Inc.
+0.69%
+$1,462 
ZIM ZIM Integrated Shipping Services Ltd.
+0.68%
+$1,600 
URI United Rentals, Inc.
+0.65%
+$12,626.02 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$1,442.04 
ZION Zions Bancorporation, National Association
+0.6%
+$1,377.8 
JNJ Johnson & Johnson
+0.58%
+$14,860.99 
AAPL Apple Inc.
+0.54%
+$128,057.32 
PG Procter & Gamble Co
+0.52%
+$7,119.65 
OXY Occidental Petroleum Corporation
+0.46%
+$2,141.2 
MRK Merck & Co., Inc.
+0.44%
+$4,127.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$62,122.14 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$6,544.79 
THC Tenet Healthcare Corporation
+0.37%
+$2,369.64 
GD General Dynamics Corporation
+0.36%
+$2,509.22 
EIX Edison International
+0.36%
+$849.6 
MET MetLife Inc.
+0.26%
+$1,411.25 
JAZZ Jazz Pharmaceuticals plc
+0.18%
+$455 
KMI Kinder Morgan, Inc.
+0.11%
+$736.5 
PB Prosperity Bancshares Inc.
+0.08%
+$204.66 
PFE Pfizer Inc.
+0.05%
+$1,075.14 
PEP PepsiCo, Inc.
+0.04%
+$201.15 
ICE Intercontinental Exchange, Inc.
+0.03%
+$371.9 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.03%
+$552.59 
DOV Dover Corporation
+0.02%
+$73.35 
PAGP Plains GP Holdings, L.P.
+0.02%
+$87.81 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$215.44 
SCHW Charles Schwab Corporation
0%
$0 
SQ Block, Inc.
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 
GAB Gabelli Equity Trust Inc.
0%
$0 LAPR
LAPR
0%
$0 G200
G2004J103
0%
$0 
MXL MaxLinear Inc.
-11.96%
-$26,956.24 
COHR Coherent Corp.
-11.78%
-$167,728.11 
ONTO Onto Innovation Inc.
-10.65%
-$29,960 
HPE Hewlett Packard Enterprise Company
-10.13%
-$52,232.73 
LITE Lumentum Holdings Inc.
-9.93%
-$73,708.02 
SANM Sanmina Corporation
-8.94%
-$35,530.4 
CIEN Ciena Corporation
-8.6%
-$98,413.78 
CLS Celestica Inc.
-8.53%
-$139,298.7 
AMKR Amkor Technology Inc.
-8.29%
-$58,524.18 
LRCX Lam Research Corporation
-7.91%
-$379,275.6 
CRDO Credo Technology Group Holding Ltd.
-7.86%
-$16,640 
SMCI Super Micro Computer Inc
-7.23%
-$23,199.98 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$96,730.72 
FLEX Flex Ltd.
-5.81%
-$30,543.67 
VICR Vicor Corporation
-5.73%
-$11,345 
FTAI FTAI Aviation Ltd.
-5.68%
-$16,164.45 
ATI ATI Inc.
-5.66%
-$64,663.72 
CENX Century Aluminum Company
-5.56%
-$28,838.85 
ANET Arista Networks, Inc.
-5.51%
-$33,838.21 
CRS Carpenter Technology Corporation
-5.43%
-$49,518.95 
ON ON Semiconductor Corporation
-5.4%
-$12,330 
BAC Bank of America Corporation
-5.3%
-$40,631.5 
INTC Intel Corporation
-5.3%
-$54,195.43 
DELL Dell Technologies Inc.
-5.04%
-$34,131.71 
VST Vistra Corp
-5.02%
-$14,927.23 
DLR Digital Realty Trust, Inc.
-4.83%
-$36,184.92 
NXPI NXP Semiconductors N.V.
-4.81%
-$31,966.42 
AVGO Broadcom Inc.
-4.79%
-$483,175.76 
MU Micron Technology, Inc.
-4.76%
-$138,913.8 
ADI Analog Devices, Inc.
-4.53%
-$79,696.05 
SNDK SanDisk Corporation
-4.42%
-$14,498.13 
ORCL Oracle Corporation
-4.42%
-$42,775.85 
CAT Caterpillar Inc.
-4.15%
-$19,544.26 
EME EMCOR Group, Inc.
-4.12%
-$9,059.24 
AU AngloGold Ashanti plc
-4.08%
-$12,833.39 
GS The Goldman Sachs Group, Inc.
-3.97%
-$90,735.02 
MOD Modine Manufacturing Company
-3.96%
-$7,505 
AMD Advanced Micro Devices, Inc.
-3.9%
-$93,225.05 
SNPS Synopsys, Inc.
-3.84%
-$15,270 
VSEC VSE Corporation
-3.69%
-$24,923.48 
CDNS Cadence Design Systems, Inc.
-3.49%
-$78,767.01 
MS Morgan Stanley
-3.4%
-$35,575.2 
KGC Kinross Gold Corporation
-3.31%
-$17,370 
PAAS Pan American Silver Corp.
-3.28%
-$14,025 
USAC Usa Compression Partners L.P.
-3.09%
-$8,550 
CDE Coeur Mining, Inc.
-3.06%
-$9,450 
CSTM Constellium SE
-2.98%
-$7,834.32 
NEM Newmont Corporation
-2.92%
-$12,950 
FCFS FirstCash Holdings, Inc.
-2.91%
-$27,843.2 
NVDA NVIDIA Corporation
-2.85%
-$398,339.81 
B BARRICK MINING CORP Common Stock (ABR0)
-2.84%
-$33,112.96 
SNX TD Synnex Corporation
-2.83%
-$25,054.56 
PH Parker-Hannifin Corporation
-2.5%
-$8,044.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$19,992.06 
VLO Valero Energy Corporation
-2.24%
-$45,237.14 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$558,406.62 
PAVE Global X U.S. Infrastructure Development ETF
-2.06%
-$4,827.96 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$7,243.43 
GE General Electric Company
-1.98%
-$4,423.38 
APG Api Group Corporation
-1.98%
-$14,343.75 
WFC Wells Fargo & Company
-1.94%
-$27,634.25 
WES Western Midstream Partners, LP
-1.91%
-$5,890.5 
EQT EQT Corporation
-1.76%
-$10,632.4 
JPM JPMorgan Chase & Co.
-1.72%
-$248,516.9 
CSCO Cisco Systems, Inc.
-1.65%
-$47,515.4 
LYB LyondellBasell Industries N.V.
-1.53%
-$4,875 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$16,395.48 
ETR Entergy Corporation
-1.48%
-$13,391.04 
C Citigroup Inc.
-1.47%
-$12,199.26 
CW Curtiss-Wright Corporation
-1.46%
-$6,650.34 
PAYS Paysign Inc.
-1.46%
-$5,564.15 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$6,775.88 
TSLA Tesla, Inc.
-1.4%
-$6,707.2 
WMB The Williams Companies, Inc.
-1.4%
-$16,200.66 
MPLX MPLX LP
-1.39%
-$6,063.98 
RTX RTX Corporation
-1.32%
-$56,838.06 
SPFI South Plains Financial Inc.
-1.32%
-$7,181.48 
BLK BlackRock, Inc.
-1.28%
-$37,783.56 
CTVA Corteva Inc.
-1.27%
-$12,845.35 
CMCSA Comcast Corp
-1.23%
-$4,871.65 
AMZN Amazon.com Inc
-1.22%
-$139,676.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$6,520.02 
IXUS iShares Core International Stock ETF
-1.16%
-$20,098.28 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$8,709.05 
PAA Plains All American Pipeline, L.P.
-1.15%
-$4,380 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$67,125.94 
PSX Phillips 66
-1.1%
-$3,612.18 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$37,583.52 
CVX Chevron Corporation
-0.94%
-$19,647.73 
HWM Howmet Aerospace Inc.
-0.87%
-$1,986 
XOM Exxon Mobil Corporation
-0.85%
-$53,190.73 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$7,512 
LVS Las Vegas Sands Corp.
-0.85%
-$2,922.92 
ING ING Groep N.V. Sponsored ADR
-0.84%
-$6,643.66 
AEP American Electric Power Company, Inc.
-0.84%
-$5,482.88 
EWJ iShares MSCI Japan ETF
-0.84%
-$13,729.03 
XLB Materials Select Sector SPDR Fund
-0.83%
-$8,041.85 
FNDF Schwab Fundamental International Large Company Index ETF
-0.78%
-$19,440.58 
NLY Annaly Capital Management, Inc.
-0.78%
-$1,870 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$9,216.27 
IEUR iShares Core MSCI Europe ETF
-0.73%
-$28,119.08 
NEE NextEra Energy, Inc.
-0.69%
-$15,456.12 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$6,352.9 
COP ConocoPhillips
-0.66%
-$11,493.43 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$7,258.68 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$9,843.2 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$13,392.44 
COF Capital One Financial Corporation
-0.6%
-$6,108.48 
ET Energy Transfer L.P.
-0.58%
-$2,304.62 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$263,899.54 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$8,802.67 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$1,723.68 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,413.72 
VOOG Vanguard S&P 500 Growth ETF
-0.53%
-$464,025.32 
AVUS Avantis U.S. Equity ETF
-0.51%
-$4,427.21 
DFAR Dimensional US Real Estate ETF
-0.51%
-$1,298.7 
F Ford Motor Company
-0.5%
-$11,880.96 
DFSV Dimensional US Small Cap Value ETF
-0.45%
-$387,347.04 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,584.83 
SHEL Shell plc
-0.44%
-$1,158.85 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$6,897.54 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$963.79 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$31,118.72 
CSX CSX Corporation
-0.38%
-$9,407.62 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$39,701.12 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$410,433.08 
RF Regions Financial Corporation
-0.36%
-$2,117.61 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$10,945.79 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$3,080.66 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$2,312.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$2,733.72 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,186.79 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$68,501.05 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.34%
-$819 
VOO Vanguard S&P 500 ETF
-0.34%
-$67,073.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$21,752.01 
IVV iShares Core S&P 500 ETF
-0.32%
-$20,732.63 
VB Vanguard Small-Cap ETF
-0.32%
-$3,067.17 
EPD Enterprise Products Partners L.P.
-0.31%
-$1,116 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$2,088.1 
BA Boeing Company
-0.23%
-$603.68 
GBFH Gbank Financial Holdings Inc.
-0.2%
-$12,166.2 
AVSC Avantis U.S. Small Cap Equity ETF
-0.16%
-$368.69 
VUG Vanguard Growth ETF
-0.16%
-$41,321.23 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$4,017.78 
OKE ONEOK, Inc.
-0.12%
-$381 
WLDN Willdan Group, Inc.
-0.12%
-$600.27 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$163.17 
PBR Petrobras S.A. Sponsored ADR
-0.07%
-$300 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$11,696.45 
IWN iShares Russell 2000 Value ETF
-0.04%
-$371.34 
ZECP Zacks Earnings Consistent Portfolio
-0.04%
-$160.94 
IWD iShares Russell 1000 Value ETF
-0.03%
-$102.32 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$9,212.67 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$606.14 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$74.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1407 | Longs Won 1002/1407 71% | Profit Factor 11.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $948,678.13 |
| Average Win $252,675.35 | Best Trade (Aug 14) $20.48M | Sharpe Ratio -9.33 |
| Average Loss -$55,837.7 | Worst Trade (Sep 01) -$4.68M | Z-Score 11.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $163,870.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 71,540 | $14.43M | $23.9M | - | $9.47M | 65.6% | +0.539% |
| ABBV AbbVie Inc. | 11,815 | $2.22M | $3.09M | - | $873,667.42 | 39.41% | +1.727% |
| ACN Accenture plc Class A | 1,772 | $220,508 | $346,337.4 | - | $125,829.4 | 57.06% | +6.281% |
| ADBE Adobe Inc. | 7,491 | $2.02M | $1.98M | - | -$39,349.91 | -1.95% | +4.593% |
| ADI Analog Devices, Inc. | 4,647 | $1.29M | $1.68M | - | $387,083.69 | 29.93% | -4.528% |
| ADP Automatic Data Processing Inc. | 11,744 | $3.49M | $3.25M | - | -$242,869.65 | -6.96% | +3.116% |
| AEP American Electric Power Company, Inc. | 5,272 | $550,292.09 | $644,712.88 | - | $94,420.79 | 17.16% | -0.843% |
| AGG iShares Core U.S. Aggregate Bond ETF | 30,307 | $2.95M | $2.91M | - | -$39,477.75 | -1.34% | -0.021% |
| AIG American International Group Inc. | 7,532 | $644,664 | $574,164.36 | - | -$70,499.64 | -10.94% | +1.195% |
| ALL Allstate Corporation | 3,324 | $689,198.06 | $858,339.9 | - | $169,141.84 | 24.54% | +1.78% |
| AMD Advanced Micro Devices, Inc. | 4,630 | $941,880.64 | $2.3M | - | $1.35M | 143.82% | -3.901% |
| AMKR Amkor Technology Inc. | 13,642 | $620,768.15 | $647,176.48 | - | $26,408.33 | 4.25% | -8.293% |
| AMZN Amazon.com Inc | 44,483 | $9.09M | $11.28M | - | $2.19M | 24.06% | -1.223% |
| ANET Arista Networks, Inc. | 3,079 | $378,039.56 | $580,699.4 | - | $202,659.84 | 53.61% | -5.506% |
| APG Api Group Corporation | 19,125 | $775,439.5 | $709,728.75 | - | -$65,710.75 | -8.47% | -1.981% |
| APP AppLovin Corporation Class A Common Stock | 1,567 | $596,495.26 | $522,712.02 | - | -$73,783.24 | -12.37% | +2.968% |
| ATI ATI Inc. | 5,753 | $836,831.59 | $1.08M | - | $242,028.5 | 28.92% | -5.655% |
| AU AngloGold Ashanti plc | 3,009 | $243,398 | $301,366.39 | - | $57,968.39 | 23.82% | -4.084% |
| AVGE FRCL 3 2022Q3 Hb Float | 10,998 | $1.09M | $1.1M | - | $9,768.03 | 0.9% | -0.656% |
| AVGO Broadcom Inc. | 27,897 | $7.81M | $9.62M | - | $1.8M | 23.06% | -4.785% |
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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 - $6.95M, Dimensional International Core Equity Market ETF - $5.59M, Dimensional US Small Cap Value ETF - $4.82M, and Vanguard Short-Term Treasury Fund - $3.75M. 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, iShares Expanded Tech-Software Sector ETF - $411,214.1, Vanguard S&P Small-Cap 600 Value ETF - $371,474.76, and Adobe Inc - $246,340.3. 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 $31.55M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $6.16M, Vanguard Short-Term Treasury Fund - $3.74M, Dimensional International Core Equity Market ETF - $2.63M, Vanguard Intermediate-Term Treasury Fund - $2.57M, and Dimensional US Core Equity Market ETF - $2.53M. 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 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 Paul L. Moffat's strategy be considered aggressive or moderate?
Paul L. Moffat'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 Paul L. Moffat's strategy?
Paul L. Moffat'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.
