DFT
Daniel F. Tortola, CFA Portfolio
Invests via BOSTON RESEARCH & MANAGEMENT Inc. | Managed by Daniel F. Tortola, CFA
Invests via BOSTON RESEARCH & MANAGEMENT Inc.
Managed by Daniel F. Tortola, CFA
Automatically Tracked
Daniel F. Tortola, CFA Profile
With a solid foundation in financial analysis and investment management, Daniel F. Tortola, CFA leverages extensive expertise to drive strategic initiatives in corporate finance and asset allocation. His experience encompasses advising clients across various sectors, utilizing a keen analytical approach that emphasizes value creation through informed decision-making. This background allows him to play a vital role in navigating complex market landscapes while identifying opportunities for growth and expansion. Known for his strong communication skills and leadership qualities, he effectively collaborates with stakeholders to enhance business outcomes.
With a solid foundation in financial analysis and investment management, Daniel F. Tortola, CFA leverages extensive expertise to drive strategic initiatives in corporate finance and asset allocation. His experience encompasses advising clients across various sectors, utilizing a keen analytical approach that emphasizes value creation through informed decision-making. This background allows him to play a vital role in navigating complex market landscapes while identifying opportunities for growth and expansion. Known for his strong communication skills and leadership qualities, he effectively collaborates with stakeholders to enhance business outcomes.
Investment Philosophy & Strategy
Through a lens of opportunity, Daniel F. Tortola, CFA cultivates investment strategies that capitalize on value-oriented prospects within dynamic markets. His leadership experience enriches his capability to identify and support innovative business models, steering capital towards high-growth sectors with strong fundamentals. An astute observer of market trends, he combines rigorous analysis with a penchant for operational improvement to uncover hidden gems that align with long-term objectives. Driven by a commitment to excellence in asset management, he emphasizes collaboration with key stakeholders to elevate decision-making processes and achieve sustainable financial success.
Through a lens of opportunity, Daniel F. Tortola, CFA cultivates investment strategies that capitalize on value-oriented prospects within dynamic markets. His leadership experience enriches his capability to identify and support innovative business models, steering capital towards high-growth sectors with strong fundamentals. An astute observer of market trends, he combines rigorous analysis with a penchant for operational improvement to uncover hidden gems that align with long-term objectives. Driven by a commitment to excellence in asset management, he emphasizes collaboration with key stakeholders to elevate decision-making processes and achieve sustainable financial success.
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:
90.63%
Gain -0.37%
Monthly
-0.02%
Yearly
-0.22%
Drawdown
51.82%
$463.46M
Equity
Holdings
$463.46M
Investment
$308.83M
-$25.74B
Profit -$1.44M
Realized
-$25.9B
Unrealized
$161.13M
Dividends
$81.71M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$1.44M
Win %
73%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$192,994.87
Win %
73%
This Month
Compared to last month
Gain
0.05%
Profit
$234,866.59
Win %
73%
This Year
Compared to last year
Gain
2.38%
Profit
$10.76M
Win %
77%
AMGN Amgen Inc.
+2.56%
+$12,753.47 
LLY Eli Lilly and Company
+2.27%
+$126,866.25 
ABBV AbbVie Inc.
+1.85%
+$237,762.07 
PFE Pfizer Inc.
+1.52%
+$5,013.76 
JNJ Johnson & Johnson
+1.35%
+$33,164.85 
COP ConocoPhillips
+1.29%
+$69,082.48 
GIS General Mills, Inc.
+1.21%
+$40,618.5 
VZ Verizon Communications Inc.
+1.09%
+$54,188.5 
WM Waste Management, Inc.
+1.06%
+$6,798 
ACN Accenture plc Class A
+0.92%
+$31,344.02 
KO The Coca-Cola Company
+0.89%
+$56,708.19 
TSCO Tractor Supply Company
+0.88%
+$48,239.1 
COST Costco Wholesale Corporation
+0.86%
+$2,337.4 
CL Colgate-Palmolive Company
+0.77%
+$40,510.88 
WMT Walmart Inc.
+0.76%
+$87,264.54 
PG Procter & Gamble Co
+0.73%
+$50,660.64 
SYK Stryker Corporation
+0.69%
+$8,337.87 
MRK Merck & Co., Inc.
+0.69%
+$64,198.87 
MA Mastercard Incorporated
+0.66%
+$61,611.64 
CTAS Cintas Corporation
+0.65%
+$25,986.14 
MRSH Marsh & McLennan Companies, Inc.
+0.65%
+$2,934.4 
UNH UnitedHealth Group Incorporated
+0.65%
+$1,812.99 
ADP Automatic Data Processing Inc.
+0.63%
+$2,705.8 
XOM Exxon Mobil Corporation
+0.58%
+$50,827.2 
PAYX Paychex Inc.
+0.54%
+$4,079.72 
KMB Kimberly-Clark Corporation
+0.46%
+$1,300.2 
MCD McDonald's Corporation
+0.45%
+$25,210.5 
INTC Intel Corporation
+0.4%
+$1,222.02 
LH Labcorp Holdings Inc.
+0.32%
+$23,503.94 
AAPL Apple Inc.
+0.3%
+$49,123 
XLE Energy Select Sector SPDR Fund
+0.27%
+$12,647.66 
PEP PepsiCo, Inc.
+0.24%
+$10,414.23 
ABT Abbott Laboratories
+0.19%
+$11,300.06 
CB Chubb Limited
+0.18%
+$359.91 
UPS United Parcel Service, Inc.
+0.18%
+$7,199.84 
BMY Bristol-Myers Squibb Company
+0.17%
+$666 
MDT Medtronic plc
+0.16%
+$7,168.34 
ODFL Old Dominion Freight Line, Inc.
+0.09%
+$156.8 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$7,641.04 
OMC Omnicom Group Inc.
+0.08%
+$2,762.67 
DUK Duke Energy Corporation
+0.05%
+$2,737.44 
SO The Southern Company
+0.04%
+$141.3 
ALBCL Albemarle Corp.
0%
$0 
CAT Caterpillar Inc.
-4.67%
-$136,294.6 
ADBE Adobe Inc.
-4.65%
-$150,306.96 
GEV GE Vernova Inc.
-3.7%
-$9,478.18 
TXN Texas Instruments Inc
-3.34%
-$10,525.81 
GS The Goldman Sachs Group, Inc.
-2.91%
-$7,834.5 
AMAT Applied Materials, Inc.
-2.55%
-$10,768.27 
DHI D.R. Horton, Inc.
-2.25%
-$123,206.02 
QCOM QUALCOMM Incorporated
-2.08%
-$11,370.3 
USB U.S. Bancorp
-2.06%
-$110,817.34 
PPG PPG Industries Inc.
-2.05%
-$8,066 
INDB Independent Bank Corp.
-1.76%
-$23,730.35 
IAU iShares Gold Trust
-1.75%
-$64,150.25 
IEMG iShares Core MSCI Emerging Markets ETF
-1.73%
-$145,068.48 
VEU Vanguard FTSE All-World ex-US ETF
-1.65%
-$21,639.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.59%
-$13,475.26 
BNY BlackRock New York Municipal Income Trust
-1.59%
-$145,974.3 
IEFA iShares Core MSCI EAFE ETF
-1.55%
-$103,193.34 
JPM JPMorgan Chase & Co.
-1.53%
-$163,550.6 
CMCSA Comcast Corp
-1.53%
-$41,293.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.53%
-$21,155.33 
MAS Masco Corporation
-1.42%
-$3,960 
IJH iShares Core S&P Mid-Cap ETF
-1.36%
-$50,216.83 
VXF Vanguard Extended Market ETF
-1.33%
-$2,976.75 
GPC Genuine Parts Company
-1.3%
-$3,310 
IXN iShares Global Tech ETF
-1.28%
-$7,074 
XYL Xylem Inc.
-1.25%
-$74,681.79 
NUE Nucor Corporation
-1.25%
-$6,079.05 
VB Vanguard Small-Cap ETF
-1.17%
-$28,324.49 
EMR Emerson Electric Co.
-1.16%
-$9,562.45 
A Agilent Technologies Inc.
-1.12%
-$3,300.3 
ORCL Oracle Corporation
-1.12%
-$15,663.37 
MMM 3M Company
-1.04%
-$6,946.2 
IWM iShares Russell 2000 ETF
-0.99%
-$50,475.6 
ITW Illinois Tool Works Inc.
-0.98%
-$6,759.63 
IJR iShares Core S&P Small-Cap ETF
-0.96%
-$100,902.75 
IWF iShares Russell 1000 Growth ETF
-0.94%
-$3,074.4 
AXP American Express Company
-0.94%
-$2,288 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.9%
-$7,565.55 
BXP Boston Properties, Inc.
-0.9%
-$2,619 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$5,640.99 
GE General Electric Company
-0.88%
-$2,615.15 
TSLA Tesla, Inc.
-0.86%
-$4,136.55 
CWB SPDR Bloomberg Convertible Securities ETF
-0.86%
-$1,767.92 
IBM International Business Machines Corporation
-0.84%
-$6,030.97 
GOOGL Alphabet Inc
-0.8%
-$120,234.62 
EQIX Equinix, Inc.
-0.78%
-$33,357.56 
LMT Lockheed Martin Corporation
-0.75%
-$42,640.25 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.74%
-$3,601.11 
SNA Snap-on Inc.
-0.73%
-$47,607.74 
GOOG Alphabet Inc
-0.71%
-$11,954.33 
NEE NextEra Energy, Inc.
-0.7%
-$40,213.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.68%
-$32,188.12 
AMZN Amazon.com Inc
-0.67%
-$57,561.53 
DIS The Walt Disney Company
-0.66%
-$32,862.58 
IWB iShares Russell 1000 ETF
-0.63%
-$2,062.08 
LIN Linde plc
-0.62%
-$47,809.6 
CSCO Cisco Systems, Inc.
-0.61%
-$89,094.24 
IVV iShares Core S&P 500 ETF
-0.61%
-$136,810.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$6,022.4 
NVDA NVIDIA Corporation
-0.58%
-$53,477.47 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$31,021.14 
AFL Aflac Inc.
-0.57%
-$1,212.6 
PFF iShares Preferred and Income Securities ETF
-0.56%
-$5,131.5 
HYD VanEck High Yield Muni ETF
-0.54%
-$3,040.96 
ADM Archer-Daniels-Midland Co
-0.52%
-$1,238.4 
LOW Lowe's Companies Inc.
-0.52%
-$21,607.75 
HD The Home Depot, Inc.
-0.47%
-$11,842.73 
GD General Dynamics Corporation
-0.47%
-$1,193.49 
MSFT Microsoft Corp.
-0.41%
-$80,927.07 
FAST Fastenal Co.
-0.41%
-$41,973.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.38%
-$1,642.94 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.36%
-$8,751.33 
RTX RTX Corporation
-0.35%
-$876.3 
TMO Thermo Fisher Scientific Inc.
-0.26%
-$18,600.93 
SYY Sysco Corporation
-0.17%
-$8,898.63 
WEC WEC Energy Group Inc.
-0.09%
-$171.18 
DHR Danaher Corporation
-0.05%
-$210.98 
CVX Chevron Corporation
-0.01%
-$231.6 Events
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Dividends
Dividend Analysis
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| Trades 6526 | Longs Won 4657/6526 71% | Profit Factor 0.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $57.72M |
| Average Win $90,110.18 | Best Trade (Jun 29) $8.02M | Sharpe Ratio 0.59 |
| Average Loss -$15.03M | Worst Trade (Mar 30) -$1.8B | Z-Score 0.3 (23.89%) |
| Commissions $0 | Avg. Trade Length 4y 8m 2w | Expectancy -$3.94M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 31 | 28 | 25 | 22 | 19 | 15 | 12 | 9 | 6 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,737 | $230,726 | $290,825.91 | - | $60,099.91 | 26.05% | -1.122% |
| AAPL Apple Inc. | 49,123 | $2.12M | $16.44M | - | $14.32M | 675.34% | +0.3% |
| ABBV AbbVie Inc. | 48,129 | $12.11M | $13.07M | - | $962,103.08 | 7.94% | +1.852% |
| ABT Abbott Laboratories | 59,474 | $3.85M | $5.85M | - | $2M | 51.92% | +0.194% |
| ACN Accenture plc Class A | 17,609 | $3.03M | $3.44M | - | $410,442.47 | 13.56% | +0.92% |
| ADBE Adobe Inc. | 13,584 | $2.78M | $3.08M | - | $299,425.12 | 10.75% | -4.647% |
| ADM Archer-Daniels-Midland Co | 2,880 | $209,000 | $235,526.4 | - | $26,526.4 | 12.69% | -0.523% |
| ADP Automatic Data Processing Inc. | 1,630 | $234,987.03 | $430,352.6 | - | $195,365.57 | 83.14% | +0.633% |
| AFL Aflac Inc. | 1,880 | $209,000 | $212,411.8 | - | $3,411.8 | 1.63% | -0.568% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,628 | $487,702.56 | $435,055.14 | - | -$52,647.42 | -10.79% | -0.376% |
| ALBCL Albemarle Corp. | 99,820 | $5.53M | $5.53M | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 795 | $203,846.15 | $410,796.37 | - | $206,950.22 | 101.52% | -2.554% |
| AMGN Amgen Inc. | 1,237 | $217,781.98 | $510,769.67 | - | $292,987.69 | 134.53% | +2.561% |
| AMZN Amazon.com Inc | 33,369 | $4.72M | $8.49M | - | $3.77M | 79.98% | -0.673% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 7,061 | $314,991.96 | $483,678.5 | - | $168,686.54 | 53.55% | -0.739% |
| AXP American Express Company | 800 | $216,000 | $241,352 | - | $25,352 | 11.74% | -0.939% |
| BMY Bristol-Myers Squibb Company | 6,660 | $379,628.73 | $397,535.4 | - | $17,906.67 | 4.72% | +0.168% |
| BNY BlackRock New York Municipal Income Trust | 63,884 | $2.71M | $9.04M | - | $6.32M | 233.13% | -1.59% |
| BRK-B Berkshire Hathaway Inc. | 17,366 | $2.54M | $8.79M | - | $6.24M | 245.66% | +0.087% |
| BXP Boston Properties, Inc. | 4,850 | $266,750 | $287,362.5 | - | $20,612.5 | 7.73% | -0.903% |
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FAQ
Which stocks have generated the highest profits for Daniel F. Tortola, CFA?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $13.82M, Accenture plc Class A - $13.29M, 02079k305 - $10.12M, 57636q104 - $10.07M, and 00287y109 - $9.34M. 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: WC - $2.45B, WAMUQ - $2.42B, United Technologies Corp - $2.38B, JCI - $2.03B, and Synovus Financial Corp - $1.99B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel F. Tortola, CFA's portfolio generate?
The portfolio generates substantial dividend income, with a total of $81.71M earned over time. The largest contributors to dividend income include General Electric Company - $6.46M, Citigroup Inc - $5.96M, Microsoft Corp - $2.45M, Procter & Gamble Co - $2.33M, and SPDR S&P 500 ETF Trust - $2.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel F. Tortola, CFA's monthly returns?
Daniel F. Tortola, CFA's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Daniel F. Tortola, CFA's strategy be considered aggressive or moderate?
Daniel F. Tortola, CFA's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Daniel F. Tortola, CFA's strategy?
Daniel F. Tortola, CFA's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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