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:
83.45%
Gain +0.02%
Monthly
0%
Yearly
-0.05%
Drawdown
51.81%
$394.03M
Equity
Holdings
$394.03M
Investment
$226.39M
-$25.73B
Profit +$28,213.46
Realized
-$25.89B
Unrealized
$167.64M
Dividends
$79.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
$28,213.46
Win %
80%
This Week
Compared To Last Week
Gain
0.01%
Profit
$28,213.46
Win %
80%
This Month
Compared to last month
Gain
2.58%
Profit
$11.41M
Win %
80%
This Year
Compared to last year
Gain
7.76%
Profit
$32.63M
Win %
81%
QCOM QUALCOMM Incorporated
+4.66%
+$22,559.4 
OMC Omnicom Group Inc.
+3.31%
+$128,441.04 
TXN Texas Instruments Inc
+2.76%
+$8,140.8 
MAS Masco Corporation
+2.7%
+$8,160 
ACN Accenture plc Class A
+2.69%
+$81,578.56 
ORCL Oracle Corporation
+2.47%
+$34,608.99 
TMO Thermo Fisher Scientific Inc.
+2.41%
+$151,179.5 
DHR Danaher Corporation
+2.39%
+$9,168.02 
GIS General Mills, Inc.
+2.27%
+$88,455.04 
NVDA NVIDIA Corporation
+2.27%
+$194,053.65 
IAU iShares Gold Trust
+2.27%
+$84,751.44 
LOW Lowe's Companies Inc.
+2.27%
+$4,851.02 
AMAT Applied Materials, Inc.
+2.21%
+$9,269.72 
PPG PPG Industries Inc.
+2.19%
+$9,472 
GPC Genuine Parts Company
+2.14%
+$6,106.02 
PFE Pfizer Inc.
+2.14%
+$6,725.04 
FAST Fastenal Co.
+2.05%
+$209,424.8 
HD The Home Depot, Inc.
+1.75%
+$53,710.59 
IBM International Business Machines Corporation
+1.65%
+$12,551.03 
AMGN Amgen Inc.
+1.51%
+$7,545.7 
MDT Medtronic plc
+1.44%
+$62,677.04 
TSCO Tractor Supply Company
+1.38%
+$79,653.25 
VB Vanguard Small-Cap ETF
+1.37%
+$34,526.85 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$52,512.72 
GD General Dynamics Corporation
+1.33%
+$3,950.08 
BXP Boston Properties, Inc.
+1.31%
+$4,365 
UPS United Parcel Service, Inc.
+1.26%
+$55,168.1 
MMM 3M Company
+1.21%
+$8,948.26 
IWM iShares Russell 2000 ETF
+1.11%
+$61,225.07 
IXN iShares Global Tech ETF
+1.09%
+$5,471.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.07%
+$15,013.46 
VEU Vanguard FTSE All-World ex-US ETF
+1.01%
+$13,328.85 
KMB Kimberly-Clark Corporation
+0.94%
+$3,014.1 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$2,829.2 
BMY Bristol-Myers Squibb Company
+0.89%
+$3,796.2 
JNJ Johnson & Johnson
+0.88%
+$21,725.19 
LMT Lockheed Martin Corporation
+0.87%
+$56,921.43 
EMR Emerson Electric Co.
+0.86%
+$6,884.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.85%
+$7,121.64 
LH Labcorp Holdings Inc.
+0.83%
+$61,533.35 
AMZN Amazon.com Inc
+0.81%
+$74,556.48 
UNH UnitedHealth Group Incorporated
+0.77%
+$2,301.39 
CMCSA Comcast Corp
+0.76%
+$23,365.44 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$84,055.46 
IWB iShares Russell 1000 ETF
+0.75%
+$2,419.19 
COP ConocoPhillips
+0.73%
+$35,326 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$33,549.71 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$7,016.95 
GS The Goldman Sachs Group, Inc.
+0.68%
+$2,109.01 
ITW Illinois Tool Works Inc.
+0.67%
+$5,056.77 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$32,928.27 
IVV iShares Core S&P 500 ETF
+0.6%
+$133,703.02 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.57%
+$2,800.4 
SYK Stryker Corporation
+0.47%
+$6,966.44 
CTAS Cintas Corporation
+0.45%
+$18,243.26 
PEP PepsiCo, Inc.
+0.42%
+$19,574.55 
SNA Snap-on Inc.
+0.4%
+$29,983.54 
PFF iShares Preferred and Income Securities ETF
+0.39%
+$3,783.84 
AAPL Apple Inc.
+0.29%
+$45,700.08 
CL Colgate-Palmolive Company
+0.29%
+$16,380.63 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.27%
+$2,326.61 
NUE Nucor Corporation
+0.23%
+$1,219.68 
KO The Coca-Cola Company
+0.23%
+$14,821.62 
DIS The Walt Disney Company
+0.22%
+$11,126.71 
USB U.S. Bancorp
+0.2%
+$12,357.54 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.19%
+$4,818.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$813.11 
MRK Merck & Co., Inc.
+0.16%
+$13,980.12 
NEE NextEra Energy, Inc.
+0.06%
+$3,698.8 
MSFT Microsoft Corp.
+0.03%
+$4,791.8 
00287Y109
0%
$0 
00724F101
0%
$0 
02079K107
0%
$0 
02079K305
0%
$0 
17275R102
0%
$0 
23331A109
0%
$0 
26441C204
0%
$0 
29444U700
0%
$0 
30231G102
0%
$0 
36828A101
0%
$0 
46090E103
0%
$0 
46432F842
0%
$0 
46434G103
0%
$0 
46625H100
0%
$0 
57636Q104
0%
$0 
75513E101
0%
$0 
81369Y506
0%
$0 
88160R101
0%
$0 
92189H409
0%
$0 
92343V104
0%
$0 
92939U106
0%
$0 
94106L109
0%
$0 
98419M100
0%
$0 
G54950103
0%
$0 
CAT Caterpillar Inc.
-1.72%
-$51,724.61 
AFL Aflac Inc.
-1.62%
-$3,854 
CVX Chevron Corporation
-1.41%
-$20,612.4 
GE General Electric Company
-1.19%
-$4,313.55 
ADM Archer-Daniels-Midland Co
-1.19%
-$2,649.6 
MRSH Marsh & McLennan Companies, Inc.
-0.85%
-$4,296.8 
PG Procter & Gamble Co
-0.8%
-$55,220.93 
ADP Automatic Data Processing Inc.
-0.8%
-$3,569.7 
BNY BlackRock New York Municipal Income Trust
-0.76%
-$78,213.84 
MCD McDonald's Corporation
-0.64%
-$42,901.56 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$49,658.32 
LLY Eli Lilly and Company
-0.52%
-$30,109.49 
AXP American Express Company
-0.49%
-$1,352.01 
INDB Independent Bank Corp.
-0.3%
-$4,252.75 
SO The Southern Company
-0.23%
-$989.1 
WMT Walmart Inc.
-0.2%
-$24,227.28 
COST Costco Wholesale Corporation
-0.14%
-$385.7 
ABT Abbott Laboratories
-0.14%
-$8,951.4 
PAYX Paychex Inc.
-0.07%
-$679.94 
SYY Sysco Corporation
-0.07%
-$4,058.1 Events
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Dividends
Dividend Analysis
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| Trades 6447 | Longs Won 4449/6447 69% | Profit Factor 0.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $58.07M |
| Average Win $83,050.6 | Best Trade (Aug 10) $4.37M | Sharpe Ratio 0.55 |
| Average Loss -$14.06M | Worst Trade (Mar 30) -$1.8B | Z-Score -1.9 (96.51%) |
| Commissions $0 | Avg. Trade Length 4y 8m 4d | Expectancy -$3.99M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 28 | 25 | 22 | 20 | 17 | 14 | 11 | 8 | 6 | 3 |
Hover over the desired column for a detailed explanation.
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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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 - $13.79M, Accenture plc Class A - $13.28M, Apple Inc - $8.66M, Fastenal Co - $6.14M, and General Electric Company - $5.76M. 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 $79.95M earned over time. The largest contributors to dividend income include General Electric Company - $6.46M, Citigroup Inc - $5.96M, Microsoft Corp - $2.42M, Procter & Gamble Co - $2.33M, and SPDR S&P 500 ETF Trust - $2.26M. 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.
