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:
54.91%
Gain +0.26%
Monthly
0.89%
Yearly
11.29%
Drawdown
14.97%
$234.83M
Equity
Holdings
$234.83M
Investment
$200.81M
$100.19M
Profit +$609,999.27
Realized
$66.18M
Unrealized
$34.01M
Dividends
$17.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$609,999.27
Win %
76%
This Week
Compared To Last Week
Gain
0.26%
Profit
$609,999.27
Win %
76%
This Month
Compared to last month
Gain
2.52%
Profit
$5.77M
Win %
76%
This Year
Compared to last year
Gain
4.98%
Profit
$11.15M
Win %
76%
TSLA Tesla, Inc.
+6.38%
+$19,166.25 
LMT Lockheed Martin Corporation
+3.25%
+$9,106 
NVDA NVIDIA Corporation
+3.08%
+$87,997.91 
CSCO Cisco Systems, Inc.
+3.02%
+$16,997.52 
XLK State Street Technology Select Sector SPDR ETF
+1.86%
+$6,189.15 
XTL State Street SPDR S&P Telecom ETF
+1.74%
+$4,974.2 
XSD State Street SPDR S&P Semiconductor ETF
+1.59%
+$4,070.82 
QQQ Invesco QQQ Trust, Series 1
+1.47%
+$7,162.2 
QQQM Invesco NASDAQ 100 ETF
+1.45%
+$7,328.31 
MGK Vanguard Mega Cap Growth ETF
+1.33%
+$27,390.16 
PM Philip Morris International Inc.
+1.26%
+$14,484.96 
MSFT Microsoft Corporation Common Stock
+1.1%
+$87,372.41 
TFC Truist Financial Corporation
+1.09%
+$5,146.3 
GE General Electric Company
+1.07%
+$3,867.39 
PNFP Pinnacle Financial Partners Inc.
+1.07%
+$6,370.78 
IJR iShares Core S&P Small-Cap ETF
+1.04%
+$4,554.69 
BAC Bank of America Corporation
+1.01%
+$4,526.76 
XNTK SPDR NYSE Technology ETF
+0.98%
+$3,098.51 
JPM JPMorgan Chase & Co.
+0.98%
+$33,423.84 
JNJ Johnson & Johnson
+0.96%
+$75,960.72 
SPY State Street SPDR S&P 500 ETF Trust
+0.96%
+$11,762.86 
VTI Vanguard Total Stock Market ETF
+0.95%
+$20,604.14 
AMZN Amazon.com Inc
+0.94%
+$23,074.72 
AXP American Express Company
+0.8%
+$6,711.74 
CAT Caterpillar Inc.
+0.66%
+$30,497.28 
VBR Vanguard Small-Cap Value ETF
+0.65%
+$7,612.8 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.62%
+$126,247.6 
FTLS First Trust Long/Short Equity ETF
+0.55%
+$1,754.34 
LLY Eli Lilly and Company
+0.52%
+$2,789.42 
RSP Invesco S&P 500 Equal Weight ETF
+0.52%
+$49,429.4 
EQWL Invesco S&P 100 Equal Weight ETF
+0.51%
+$104,594.52 
GPC Genuine Parts Company
+0.49%
+$2,025 
WMT Walmart Inc.
+0.46%
+$43,757.74 
META Meta Platforms Inc Class A
+0.41%
+$1,337.67 
XBI State Street SPDR S&P Biotech ETF
+0.4%
+$1,322.8 
IXUS iShares Core MSCI Total International Stock ETF
+0.36%
+$863.1 
PEP PepsiCo, Inc.
+0.3%
+$2,180.52 
IBM International Business Machines Corporation
+0.29%
+$643.08 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$813.96 
AMLP Alerian MLP ETF
+0.25%
+$1,119.02 
GOOGL Alphabet Inc
+0.25%
+$923.4 
COST Costco Wholesale Corp
+0.22%
+$3,239.8 
GOOG Alphabet Inc
+0.17%
+$5,171.81 
CGHM Capital Group Municipal High-Income ETF
+0.14%
+$2,636.55 
ACWV iShares MSCI Global Min Vol Factor ETF
+0.13%
+$17,502.18 
XOM ExxonMobil Holdings Corporation
+0.03%
+$259.23 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.01%
+$1,140.06 
VGUS Vanguard Ultra-Short Treasury ETF
+0.01%
+$1,308.25 
SWVXX Schwab Prime Advantage Money Fund - Investor
0%
$0 
MRK Merck & Co., Inc.
-2%
-$15,987.54 
AJG Arthur J. Gallagher & Co.
-1.13%
-$3,020.01 
GPN Global Payments Inc.
-1.09%
-$4,253.5 
MO Altria Group, Inc.
-0.97%
-$3,569.04 
V Visa Inc. Class A
-0.89%
-$5,397.21 
UNH UnitedHealth Group Inc.
-0.7%
-$4,007.06 
HD The Home Depot, Inc.
-0.65%
-$30,366.75 
KO The Coca-Cola Company
-0.6%
-$72,752.96 
PG The Procter & Gamble Company
-0.56%
-$2,710.07 
SO The Southern Company
-0.54%
-$5,418.65 
CVX Chevron Corporation
-0.44%
-$10,177.56 
WMB The Williams Companies, Inc.
-0.39%
-$791.84 
AAPL Apple Inc.
-0.32%
-$140,671.27 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
-0.03%
-$1,894.68 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.02%
-$166.84 Events
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Dividends
Dividend Analysis
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| Trades 3812 | Longs Won 2161/3812 56% | Profit Factor 9.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,956.11 |
| Average Win $51,759.94 | Best Trade (Oct 26) $10.16M | Sharpe Ratio -10.82 |
| Average Loss -$7,064.18 | Worst Trade (Oct 26) -$1.21M | Z-Score -16.74 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $26,282.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 126,412 | $29.13M | $43.82M | - | $14.68M | 50.4% | -0.32% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 102,954 | $12.38M | $13.3M | - | $917,389.56 | 7.41% | +0.132% |
| AJG Arthur J. Gallagher & Co. | 1,000 | $219,570 | $265,020 | - | $45,450 | 20.7% | -1.127% |
| AMLP Alerian MLP ETF | 8,289 | $327,001.8 | $441,596.47 | - | $114,594.67 | 35.04% | +0.254% |
| AMZN Amazon.com Inc | 9,946 | $1.76M | $2.49M | - | $728,876.81 | 41.39% | +0.935% |
| AXP American Express Company | 2,674 | $488,794.99 | $844,262.02 | - | $355,467.03 | 72.72% | +0.801% |
| BAC Bank of America Corporation | 8,876 | $505,728 | $453,297.32 | - | -$52,430.68 | -10.37% | +1.009% |
| BRK-B Berkshire Hathaway Inc. | 532 | $181,795.16 | $289,259.04 | - | $107,463.88 | 59.11% | +0.282% |
| CAT Caterpillar Inc. | 6,688 | $5.04M | $4.63M | - | -$415,988.66 | -8.25% | +0.664% |
| CGHM Capital Group Municipal High-Income ETF | 75,330 | $1.91M | $1.86M | - | -$44,620.2 | -2.34% | +0.142% |
| COST Costco Wholesale Corp | 1,493 | $835,999.55 | $1.5M | - | $665,197.02 | 79.57% | +0.216% |
| CSCO Cisco Systems, Inc. | 5,283 | $317,977.23 | $579,637.02 | - | $261,659.79 | 82.29% | +3.021% |
| CVX Chevron Corporation | 9,978 | $1.81M | $2.32M | - | $511,350.28 | 28.32% | -0.437% |
| EQWL Invesco S&P 100 Equal Weight ETF | 157,285 | $18.21M | $20.81M | - | $2.6M | 14.28% | +0.505% |
| FTLS First Trust Long/Short Equity ETF | 4,177 | $308,278 | $322,046.7 | - | $13,768.7 | 4.47% | +0.548% |
| GE General Electric Company | 1,268 | $473,534 | $366,058.92 | - | -$107,475.08 | -22.7% | +1.068% |
| GOOG Alphabet Inc | 9,507 | $1.16M | $3.02M | - | $1.87M | 161.35% | +0.171% |
| GOOGL Alphabet Inc | 1,140 | $201,120.55 | $365,962.8 | - | $164,842.25 | 81.96% | +0.253% |
| GPC Genuine Parts Company | 3,375 | $566,861.33 | $417,217.5 | - | -$149,643.83 | -26.4% | +0.488% |
| GPN Global Payments Inc. | 4,700 | $462,977.24 | $385,000.5 | - | -$77,976.74 | -16.84% | -1.093% |
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FAQ
Which stocks have generated the highest profits for Morgan Carter?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Equal Weight ETF - $11.63M, iShares Core S&P 500 ETF - $10.76M, Vanguard Mega Cap Growth ETF - $7.39M, iShares Core MSCI Total International Stock ETF - $5.04M, and Apple Inc - $4.84M. 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: Invesco S&P 500 Pure Value ETF - $944,165.35, Johnson & Johnson - $450,137.39, Pfizer Inc - $303,439.49, PepsiCo, Inc - $296,855, and UnitedHealth Group Inc - $255,832.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Morgan Carter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.24M earned over time. The largest contributors to dividend income include Invesco S&P 500 Equal Weight ETF - $1.41M, iShares Core U.S. Aggregate Bond ETF - $1.16M, iShares Core MSCI Total International Stock ETF - $1.11M, Invesco S&P 100 Equal Weight ETF - $821,714.34, and iShares Core S&P 500 ETF - $760,603.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Morgan Carter's monthly returns?
Morgan Carter'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 Morgan Carter's strategy be considered aggressive or moderate?
Morgan Carter'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 Morgan Carter's strategy?
Morgan Carter'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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