JM
John Musgrave Portfolio
Invests via CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | Managed by John Musgrave
Invests via CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT
Managed by John Musgrave
Automatically Tracked
John Musgrave Profile
With a proven track record in corporate leadership and business strategy, John Musgrave plays a pivotal role in driving operational excellence within various organizations. His expertise spans multiple sectors, including technology and manufacturing, where he has demonstrated an ability to foster innovation and scalability. By leveraging his background in finance and management consulting, he navigates complex market dynamics effectively while building strong teams around shared goals. John's emphasis on strategic partnerships enhances organizational growth opportunities, making him a respected figure among industry leaders.
With a proven track record in corporate leadership and business strategy, John Musgrave plays a pivotal role in driving operational excellence within various organizations. His expertise spans multiple sectors, including technology and manufacturing, where he has demonstrated an ability to foster innovation and scalability. By leveraging his background in finance and management consulting, he navigates complex market dynamics effectively while building strong teams around shared goals. John's emphasis on strategic partnerships enhances organizational growth opportunities, making him a respected figure among industry leaders.
Investment Philosophy & Strategy
Innovation in today’s rapidly evolving landscape requires a nuanced understanding of market dynamics. John Musgrave applies his diverse leadership experience to capitalize on opportunities that drive significant business growth. His strategic foresight, rooted in years of operational expertise across sectors such as technology and manufacturing, enables him to identify unique avenues for value creation. By championing collaborative approaches and fostering innovative solutions, he not only positions organizations for scalability but also builds resilient teams adept at achieving shared objectives.
Innovation in today’s rapidly evolving landscape requires a nuanced understanding of market dynamics. John Musgrave applies his diverse leadership experience to capitalize on opportunities that drive significant business growth. His strategic foresight, rooted in years of operational expertise across sectors such as technology and manufacturing, enables him to identify unique avenues for value creation. By championing collaborative approaches and fostering innovative solutions, he not only positions organizations for scalability but also builds resilient teams adept at achieving shared objectives.
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:
33.74%
Gain +1.63%
Monthly
-0.05%
Yearly
-0.54%
Drawdown
70.88%
$1.03B
Equity
Holdings
$1.03B
Investment
$1.14B
-$114.53M
Profit +$16.45M
Realized
-$0
Unrealized
-$114.53M
Dividends
$923.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.63%
Profit
$16.45M
Win %
75%
This Week
Compared To Last Week
Gain
1.86%
Profit
$18.77M
Win %
75%
This Month
Compared to last month
Gain
5.04%
Profit
$49.19M
Win %
75%
This Year
Compared to last year
Gain
2.55%
Profit
$25.5M
Win %
75%
SIL Global X Silver Miners UCITS ETF USD Accumulating
+5.47%
+$110,672.55 
MTRX Matrix Service Company
+3.55%
+$6,450 
AEM Agnico Eagle Mines Limited
+3.15%
+$42,900 
NRP Natural Resource Partners L.P.
+1.53%
+$321,930 
CLMT Calumet, Inc.
+0.18%
+$27,950.97 
ET Energy Transfer L.P.
+0.17%
+$133,376.32 
GEL Genesis Energy L.P.
+0.07%
+$344,448 
AHD
0%
$0 
AHGP
0%
$0 
APL
0%
$0 
ATN
0%
$0 
BBEPQ
0%
$0 
BGH
0%
$0 
BPIGF BPI Energy Holdings Inc.
0%
$0 
BPPTU BP Prudhoe Bay Royalty Trust
0%
$0 
BWP
0%
$0 
CEP
0%
$0 
CPNO
0%
$0 
CRYFQ
0%
$0 
DBLE
0%
$0 
EMU
0%
$0 
EPE
0%
$0 
EROC
0%
$0 
ETP
0%
$0 
EVEPQ
0%
$0 
FRG
0%
$0 
GG
0%
$0 
HLND
0%
$0 
HPGP
0%
$0 
MGG
0%
$0 
MWE
0%
$0 
MWP
0%
$0 
NRGP
0%
$0 
NRGY
0%
$0 
PRB
0%
$0 
PVG
0%
$0 
QRCP
0%
$0 
RGP
0%
$0 
RVEP
0%
$0 
SUG
0%
$0 
TLP
0%
$0 
TOO
0%
$0 
TPP
0%
$0 
USBE
0%
$0 
VEH
0%
$0 
WHT
0%
$0 
WPZ Williams Partners L.P.
0%
$0 
OKE ONEOK, Inc.
-1.62%
-$132,618.18 
GLP Global Partners L.P.
-1.52%
-$117,232.5 
SBR Sabine Royalty Trust
-0.42%
-$11,284 
PAA Plains All American Pipeline, L.P.
-0.21%
-$82,940.2 
PBT Permian Basin Royalty Trust
-0.12%
-$5,425 
EPD Enterprise Products Partners L.P.
-0.12%
-$18,000 
SUN Sunoco L.P.
-0.08%
-$1,050 Events
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Dividends
Dividend Analysis
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| Trades 54 | Longs Won 12/54 22% | Profit Factor 0.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $22.22M |
| Average Win $6.48M | Best Trade (Jul 29) $48.09M | Sharpe Ratio -197.19 |
| Average Loss -$4.58M | Worst Trade (Jul 20) -$169.12M | Z-Score -2.87 (100%) |
| Commissions $0 | Avg. Trade Length 19y 7m 5d | Expectancy -$2.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 224 | 202 | 179 | 157 | 134 | 112 | 90 | 67 | 45 | 22 |
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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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John Musgrave?
The largest contributions to the portfolio's profits come from the following stocks: Genesis Energy L.P - $747.49M, Energy Transfer L.P - $52.91M, Plains All American Pipeline, L.P - $44.85M, Natural Resource Partners L.P - $42.64M, and Enterprise Products Partners L.P - $10.44M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does John Musgrave's portfolio generate?
The portfolio generates substantial dividend income, with a total of $923.14M earned over time. The largest contributors to dividend income include Genesis Energy L.P - $747.49M, Energy Transfer L.P - $52.91M, Plains All American Pipeline, L.P - $44.85M, Natural Resource Partners L.P - $42.64M, and Enterprise Products Partners L.P - $10.44M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Musgrave's monthly returns?
John Musgrave'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 John Musgrave's strategy be considered aggressive or moderate?
John Musgrave'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 John Musgrave's strategy?
John Musgrave'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.
