MC
Morgan Carter Portfolio
Invests via RFP Financial Group LLC | Managed by Robert Pierson
Invests via RFP Financial Group LLC
Managed by Robert Pierson
Automatically Tracked
Morgan Carter Profile
Morgan Carter possesses a rich blend of entrepreneurial vigor and operational acumen, marked by significant contributions across diverse business ventures. With a strong emphasis on innovative project development, they have successfully launched several startups that leverage technology to disrupt traditional markets. Morgan's insights into market dynamics inform their strategic decision-making process as an investor-operator, driving growth while also mentoring emerging talent in the sector. Their collaborative spirit fosters partnerships that align resources with opportunities, amplifying both impact and reach within the entrepreneurial community.
Morgan Carter possesses a rich blend of entrepreneurial vigor and operational acumen, marked by significant contributions across diverse business ventures. With a strong emphasis on innovative project development, they have successfully launched several startups that leverage technology to disrupt traditional markets. Morgan's insights into market dynamics inform their strategic decision-making process as an investor-operator, driving growth while also mentoring emerging talent in the sector. Their collaborative spirit fosters partnerships that align resources with opportunities, amplifying both impact and reach within the entrepreneurial community.
Investment Philosophy & Strategy
Focused on harnessing technological advancements, Morgan Carter approaches investment with a founder's mindset. The exploration of innovative projects positions them to identify unique opportunities that traditional models often overlook. Their keen understanding of market dynamics fuels an adaptive strategy aimed at creating scalable solutions in burgeoning sectors. Driven by a commitment to fostering collaboration, they prioritize partnerships that amplify growth potential while nurturing the entrepreneurial landscape. This proactive stance enables navigating shifts in industry trends and driving operational improvements across ventures.
Focused on harnessing technological advancements, Morgan Carter approaches investment with a founder's mindset. The exploration of innovative projects positions them to identify unique opportunities that traditional models often overlook. Their keen understanding of market dynamics fuels an adaptive strategy aimed at creating scalable solutions in burgeoning sectors. Driven by a commitment to fostering collaboration, they prioritize partnerships that amplify growth potential while nurturing the entrepreneurial landscape. This proactive stance enables navigating shifts in industry trends and driving operational improvements across ventures.
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:
34.86%
Gain +0.74%
Monthly
0.9%
Yearly
11.42%
Drawdown
13.58%
$197.69M
Equity
Holdings
$197.69M
Investment
$173.17M
$88.91M
Profit +$1.55M
Realized
$64.4M
Unrealized
$24.52M
Dividends
$15.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.74%
Profit
$1.55M
Win %
77%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$1.74M
Win %
77%
This Month
Compared to last month
Gain
-1.25%
Profit
-$2.5M
Win %
77%
This Year
Compared to last year
Gain
-5.25%
Profit
-$10.98M
Win %
79%
XSD SPDR S&P Semiconductor ETF
+6.87%
+$26,006.6 
XAR SPDR S&P Aerospace & Defense ETF
+6.13%
+$14,203.81 
CAT Caterpillar Inc.
+4.66%
+$137,198.22 
TSLA Tesla, Inc.
+4.6%
+$14,162.86 
LMT Lockheed Martin Corporation
+4.58%
+$22,309.1 
XTL SPDR S&P Telecom ETF
+4.09%
+$10,658.52 
GPN Global Payments Inc.
+3.83%
+$11,142.18 
GPC Genuine Parts Company
+3.64%
+$12,099.37 
IXUS iShares Core International Stock ETF
+3.39%
+$8,240.4 
QQQM Invesco NASDAQ 100 ETF
+3.09%
+$36,202.96 
CSCO Cisco Systems, Inc.
+2.41%
+$13,702.26 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$12,836.18 
HD The Home Depot, Inc.
+2.28%
+$106,040.31 
NVDA NVIDIA Corporation
+2.19%
+$20,467.74 
EQWL Invesco S&P 100 Equal Weight ETF
+1.95%
+$449,831.08 
MGK Vanguard Mega Cap Growth ETF
+1.94%
+$42,682.45 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$21,886.8 
TFC Truist Financial Corporation
+1.84%
+$8,930.4 
AXP American Express Company
+1.79%
+$14,357.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.77%
+$33,845.45 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$11,260.81 
MRK Merck & Co., Inc.
+1.66%
+$13,820.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$36,133.32 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$154,380.33 
JPM JPMorgan Chase & Co.
+1.52%
+$27,619.35 
AMZN Amazon.com Inc
+1.31%
+$34,786.82 
AAPL Apple Inc.
+1.2%
+$446,370.28 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.86%
+$149,646.73 
MMM 3M Company
+0.85%
+$1,890.73 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+0.82%
+$1,986.88 
VZ Verizon Communications Inc.
+0.66%
+$1,340.75 
AJG Arthur J. Gallagher & Co.
+0.62%
+$1,370 
JNJ Johnson & Johnson
+0.24%
+$8,701.47 
CGSD Capital Group Short Duration Income ETF
+0.19%
+$1,180.6 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$631.92 
GOOG Alphabet Inc
+0.13%
+$4,370.36 
CGHM Capital Group Municipal High-Income ETF
+0.1%
+$2,115.15 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$439.52 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
+0.08%
+$330.23 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$4,206.75 
09259K401
0%
$0 
808515548
0%
$0 
808515605
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
XOM Exxon Mobil Corporation
-2.6%
-$22,193.16 
MO Altria Group, Inc.
-2.16%
-$7,539.76 
CVX Chevron Corporation
-1.94%
-$35,033.6 
XLE Energy Select Sector SPDR Fund
-1.85%
-$4,163.4 
MSFT Microsoft Corp.
-1.83%
-$108,873.14 
FENY Fidelity MSCI Energy Index ETF
-1.75%
-$22,970.08 
PM Philip Morris International Inc.
-1.01%
-$10,633.8 
KO The Coca-Cola Company
-0.96%
-$104,316.73 
V Visa Inc. Class A
-0.95%
-$4,239.66 
COST Costco Wholesale Corporation
-0.81%
-$11,869.35 
AMLP Alerian MLP ETF
-0.73%
-$3,191.26 
WMB The Williams Companies, Inc.
-0.64%
-$1,300.88 
SO The Southern Company
-0.42%
-$8,584 
PEP PepsiCo, Inc.
-0.25%
-$3,876.48 
WMT Walmart Inc.
-0.22%
-$12,979.44 
UNH UnitedHealth Group Incorporated
-0.21%
-$931.55 
PG Procter & Gamble Co
-0.17%
-$1,392.52 
GOOGL Alphabet Inc
-0.1%
-$347.9 Events
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Dividends
Dividend Analysis
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| Trades 3759 | Longs Won 1940/3759 51% | Profit Factor 9.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,934.87 |
| Average Win $51,053.69 | Best Trade (Dec 31) $7.75M | Sharpe Ratio -9.04 |
| Average Loss -$5,568.84 | Worst Trade (Mar 31) -$1.21M | Z-Score -20.41 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $23,653.75 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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Returns
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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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