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:
37.6%
Gain -0.08%
Monthly
0.9%
Yearly
11.35%
Drawdown
14.95%
$202.48M
Equity
Holdings
$202.48M
Investment
$173.17M
$93.55M
Profit -$205,269.68
Realized
$64.24M
Unrealized
$29.31M
Dividends
$16.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$205,269.68
Win %
79%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.13M
Win %
79%
This Month
Compared to last month
Gain
2.41%
Profit
$4.77M
Win %
79%
This Year
Compared to last year
Gain
10.06%
Profit
$18.5M
Win %
80%
MMM 3M Company
+8.32%
+$18,674.58 
XSD SPDR S&P Semiconductor ETF
+4.21%
+$14,368.4 
CAT Caterpillar Inc.
+1.98%
+$59,030.33 
TSLA Tesla, Inc.
+1.83%
+$5,447.24 
NVDA NVIDIA Corporation
+1.73%
+$16,448.96 
QQQM Invesco NASDAQ 100 ETF
+1.25%
+$14,678.04 
CSCO Cisco Systems, Inc.
+1.2%
+$6,372.03 
UNH UnitedHealth Group Incorporated
+1.11%
+$5,190.13 
XTL SPDR S&P Telecom ETF
+1.11%
+$2,734.01 
XOM Exxon Mobil Corporation
+1.04%
+$8,797.8 
IXUS iShares Core International Stock ETF
+0.92%
+$2,223.6 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+0.83%
+$1,818.84 
MGK Vanguard Mega Cap Growth ETF
+0.67%
+$14,958.2 
XLE Energy Select Sector SPDR Fund
+0.57%
+$1,272.15 
CVX Chevron Corporation
+0.53%
+$9,519.9 
MRK Merck & Co., Inc.
+0.45%
+$3,943.7 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$2,189.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.32%
+$7,124.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$6,129.5 
AJG Arthur J. Gallagher & Co.
+0.29%
+$745 
AMLP Alerian MLP ETF
+0.24%
+$1,077.57 
FENY Fidelity MSCI Energy Index ETF
+0.19%
+$2,439.3 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$504.1 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$846.06 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$763.36 
09259K401
0%
$0 
808515548
0%
$0 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
GPC Genuine Parts Company
-6.87%
-$28,383.75 
LMT Lockheed Martin Corporation
-2.89%
-$13,650.89 
HD The Home Depot, Inc.
-1.74%
-$84,133.81 
V Visa Inc. Class A
-1.48%
-$7,346.93 
MO Altria Group, Inc.
-1.3%
-$4,628.84 
PG Procter & Gamble Co
-1.2%
-$9,998.15 
COST Costco Wholesale Corporation
-1.07%
-$14,900.13 
VZ Verizon Communications Inc.
-1.02%
-$1,924.62 
WMT Walmart Inc.
-0.92%
-$49,754.52 
SO The Southern Company
-0.87%
-$17,597.2 
WMB The Williams Companies, Inc.
-0.85%
-$1,781.64 
KO The Coca-Cola Company
-0.84%
-$89,414.34 
AMZN Amazon.com Inc
-0.81%
-$22,561.53 
AXP American Express Company
-0.8%
-$7,185.14 
GPN Global Payments Inc.
-0.77%
-$2,960.37 
PEP PepsiCo, Inc.
-0.77%
-$11,198.83 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$3,269.6 
GOOGL Alphabet Inc
-0.62%
-$2,136.39 
PM Philip Morris International Inc.
-0.61%
-$6,725.16 
MSFT Microsoft Corp.
-0.59%
-$35,442.04 
GOOG Alphabet Inc
-0.58%
-$19,382.04 
AAPL Apple Inc.
-0.54%
-$225,735.18 
JNJ Johnson & Johnson
-0.37%
-$14,121.2 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.27%
-$1,110.03 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$24,848.1 
XAR SPDR S&P Aerospace & Defense ETF
-0.15%
-$330.22 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$1,415.2 
TFC Truist Financial Corporation
-0.09%
-$439.2 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$236.97 
CGSD Capital Group Short Duration Income ETF
-0.06%
-$354.18 
EQWL Invesco S&P 100 Equal Weight ETF
-0.05%
-$11,983.2 
VFMV Vanguard U.S. Minimum Volatility ETF
-0.04%
-$6,859.38 
JPM JPMorgan Chase & Co.
-0.01%
-$294.45 
VGUS Vanguard Ultra Short-Term Treasury Fund
-0.01%
-$1,402.25 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3758 | Longs Won 1946/3758 51% | Profit Factor 10.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $262,696.97 |
| Average Win $53,290.46 | Best Trade (Jul 19) $9.46M | Sharpe Ratio -11.91 |
| Average Loss -$5,605.29 | Worst Trade (Mar 31) -$1.21M | Z-Score -11.96 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $24,892.62 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $11.54M, iShares Core S&P 500 ETF - $10.76M, Vanguard Mega Cap Growth ETF - $7.32M, iShares Core International Stock ETF - $5.04M, and Apple Inc - $4.7M. 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 - $490,369.55, Pfizer Inc - $303,439.49, UnitedHealth Group Incorporated - $259,027.35, and Genuine Parts Company - $143,777.94. 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 $16.35M earned over time. The largest contributors to dividend income include Invesco S&P 500 Equal Weight ETF - $1.38M, iShares Core U.S. Aggregate Bond ETF - $1.16M, iShares Core International Stock ETF - $1.11M, iShares Core S&P 500 ETF - $764,881.73, and Invesco S&P 100 Equal Weight ETF - $742,285.41. 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.
