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:
42.11%
Gain +0.95%
Monthly
0.89%
Yearly
11.25%
Drawdown
14.97%
$231.37M
Equity
Holdings
$231.37M
Investment
$200.81M
$96.73M
Profit +$2.26M
Realized
$66.18M
Unrealized
$30.56M
Dividends
$16.79M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.95%
Profit
$2.26M
Win %
72%
This Week
Compared To Last Week
Gain
0.17%
Profit
$399,480.14
Win %
72%
This Month
Compared to last month
Gain
0.38%
Profit
$867,212.53
Win %
72%
This Year
Compared to last year
Gain
3.43%
Profit
$7.69M
Win %
74%
CSCO Cisco Systems, Inc.
+3.07%
+$17,407.49 
XSD SPDR S&P Semiconductor ETF
+3.02%
+$8,356.35 
IBM International Business Machines Corporation
+2.83%
+$5,880.81 
PM Philip Morris International Inc.
+2.39%
+$26,095.92 
XTL SPDR S&P Telecom ETF
+2.29%
+$7,284.2 
GOOGL Alphabet Inc
+2.24%
+$8,504.39 
AAPL Apple Inc.
+2.13%
+$877,930.08 
GOOG Alphabet Inc
+2.1%
+$65,930.95 
RYT Invesco S&P 500 Equal Weight ETF
+1.87%
+$372,430.42 
CAT Caterpillar Inc.
+1.79%
+$96,507.84 
XNTK SPDR NYSE Technology ETF
+1.72%
+$5,549.25 
XLK State Street Technology Select Sector SPDR ETF
+1.64%
+$5,499.45 
AMZN Amazon.com Inc
+1.44%
+$36,103.98 
NVDA NVIDIA Corporation
+1.34%
+$39,592.28 
MGK Vanguard Mega Cap Growth ETF
+1.3%
+$26,926.01 
META Meta Platforms Inc Class A
+1.21%
+$3,897.78 
JNJ Johnson & Johnson
+1.18%
+$93,974.82 
QQQ Invesco QQQ Trust, Series 1
+1.07%
+$5,252.28 
PG Procter & Gamble Co
+1.05%
+$4,557.14 
QQQM Invesco NASDAQ 100 ETF
+1.05%
+$5,369.45 
IXUS iShares Core International Stock ETF
+1.01%
+$2,546.25 
SPY SPDR S&P 500 ETF Trust
+0.99%
+$12,199.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.94%
+$20,256.02 
HD The Home Depot, Inc.
+0.9%
+$40,489.2 
CVX Chevron Corporation
+0.88%
+$18,708.85 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.77%
+$99,350.61 
JPM JPMorgan Chase & Co.
+0.74%
+$26,924.76 
AXP American Express Company
+0.72%
+$6,176.94 
EQWL Invesco S&P 100 Equal Weight ETF
+0.71%
+$147,847.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.7%
+$66,199.5 
TSLA Tesla, Inc.
+0.68%
+$1,993.29 
V Visa Inc. Class A
+0.65%
+$3,575.75 
FTLS First Trust Long/Short Equity ETF
+0.62%
+$1,963.19 
MSFT Microsoft Corp.
+0.61%
+$45,318.27 
MO Altria Group, Inc.
+0.6%
+$2,032.37 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.59%
+$6,978.4 
GPC Genuine Parts Company
+0.59%
+$2,666.25 
IJR iShares Core S&P Small-Cap ETF
+0.54%
+$2,412.24 
XBI SPDR S&P Biotech ETF
+0.5%
+$1,771.18 
XOM Exxon Mobil Corporation
+0.47%
+$4,436.74 
KO The Coca-Cola Company
+0.43%
+$49,368.08 
WMB The Williams Companies, Inc.
+0.25%
+$509.04 
CGHM Capital Group Municipal High-Income ETF
+0.18%
+$3,389.85 
WMT Walmart Inc.
+0.17%
+$14,323.32 
PEP PepsiCo, Inc.
+0.05%
+$376.88 
GPN Global Payments Inc.
+0.03%
+$141 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$2,923.24 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.03%
+$5,233 
COST Costco Wholesale Corporation
+0.02%
+$238.88 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
UNH UnitedHealth Group Incorporated
-2.11%
-$11,284.51 
PNFP Pinnacle Financial Partners Inc.
-1.47%
-$8,663.07 
LMT Lockheed Martin Corporation
-1.19%
-$2,932.48 
AJG Arthur J. Gallagher & Co.
-0.72%
-$1,750 
TFC Truist Financial Corporation
-0.44%
-$2,136.2 
LLY Eli Lilly and Company
-0.26%
-$1,206.92 
BAC Bank of America Corporation
-0.21%
-$1,153.88 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.15%
-$9,397.61 
MRK Merck & Co., Inc.
-0.14%
-$1,071.33 
GE General Electric Company
-0.1%
-$393.07 
AMLP Alerian MLP ETF
-0.07%
-$331.56 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.06%
-$500.5 
SO The Southern Company
-0.02%
-$160.95 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$15.96 Events
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Dividends
Dividend Analysis
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| Trades 3812 | Longs Won 2153/3812 56% | Profit Factor 9.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $267,950.43 |
| Average Win $50,465.82 | Best Trade (Sep 11) $9.29M | Sharpe Ratio -10.82 |
| Average Loss -$7,185.77 | Worst Trade (Sep 09) -$7.36M | Z-Score -9.37 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $25,375.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 126,412 | $29.13M | $42.16M | - | $13.03M | 44.72% | +2.127% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 102,954 | $12.38M | $12.98M | - | $600,806.01 | 4.85% | +0.771% |
| AJG Arthur J. Gallagher & Co. | 1,000 | $219,570 | $241,560 | - | $21,990 | 10.02% | -0.719% |
| AMLP Alerian MLP ETF | 8,289 | $327,001.8 | $461,780.19 | - | $134,778.39 | 41.22% | -0.072% |
| AMZN Amazon.com Inc | 9,946 | $1.76M | $2.54M | - | $780,596.01 | 44.33% | +1.441% |
| AXP American Express Company | 2,674 | $488,794.99 | $863,755.48 | - | $374,960.49 | 76.71% | +0.72% |
| BAC Bank of America Corporation | 8,876 | $505,728 | $554,128.68 | - | $48,400.68 | 9.57% | -0.208% |
| BRK-B Berkshire Hathaway Inc. | 532 | $181,795.16 | $269,708.04 | - | $87,912.88 | 48.36% | -0.006% |
| CAT Caterpillar Inc. | 6,688 | $5.04M | $5.48M | - | $439,205.9 | 8.71% | +1.793% |
| CGHM Capital Group Municipal High-Income ETF | 75,330 | $1.91M | $1.87M | - | -$42,360.3 | -2.22% | +0.182% |
| COST Costco Wholesale Corporation | 1,493 | $835,999.55 | $1.35M | - | $511,492.67 | 61.18% | +0.018% |
| CSCO Cisco Systems, Inc. | 5,283 | $317,977.23 | $585,013 | - | $267,035.77 | 83.98% | +3.067% |
| CVX Chevron Corporation | 9,978 | $1.81M | $2.14M | - | $336,186.49 | 18.62% | +0.881% |
| EQWL Invesco S&P 100 Equal Weight ETF | 157,285 | $18.21M | $20.84M | - | $2.64M | 14.47% | +0.714% |
| FTLS First Trust Long/Short Equity ETF | 4,177 | $308,278 | $320,459.44 | - | $12,181.44 | 3.95% | +0.616% |
| GE General Electric Company | 1,268 | $473,534 | $410,629.12 | - | -$62,904.88 | -13.28% | -0.096% |
| GOOG Alphabet Inc | 9,507 | $1.16M | $3.21M | - | $2.05M | 177.38% | +2.099% |
| GOOGL Alphabet Inc | 1,140 | $201,120.55 | $387,668.4 | - | $186,547.85 | 92.75% | +2.243% |
| GPC Genuine Parts Company | 3,375 | $566,861.33 | $455,456.25 | - | -$111,405.08 | -19.65% | +0.589% |
| GPN Global Payments Inc. | 4,700 | $462,977.24 | $416,326 | - | -$46,651.24 | -10.08% | +0.034% |
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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 - $11.59M, iShares Core S&P 500 ETF - $10.76M, Vanguard Mega Cap Growth ETF - $7.38M, iShares Core 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, PepsiCo, Inc - $304,823.32, Pfizer Inc - $303,439.49, and UnitedHealth Group Incorporated - $259,027.35. 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 $16.79M 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 - $760,603.79, 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.
