Linda M. Dagilus Portfolio
Invests via Greenfield Savings Bank | Managed by Linda M. Dagilus
Invests via Greenfield Savings Bank
Managed by Linda M. Dagilus
Automatically Tracked
Linda M. Dagilus Profile
With a robust career spanning multiple sectors, Linda M. Dagilus has established herself as a dynamic leader in corporate governance and operations. Her expertise encompasses strategic planning and business development within diverse industries, positioning her to drive transformative change across organizations. Known for fostering innovative solutions, she excels in building cross-functional teams that enhance operational efficiency and propel growth initiatives. Linda’s background includes notable roles where she effectively managed complex projects while optimizing organizational performance metrics. Her influence extends into the financial landscape through active engagement with both private-sector ventures and public enterprises.
With a robust career spanning multiple sectors, Linda M. Dagilus has established herself as a dynamic leader in corporate governance and operations. Her expertise encompasses strategic planning and business development within diverse industries, positioning her to drive transformative change across organizations. Known for fostering innovative solutions, she excels in building cross-functional teams that enhance operational efficiency and propel growth initiatives. Linda’s background includes notable roles where she effectively managed complex projects while optimizing organizational performance metrics. Her influence extends into the financial landscape through active engagement with both private-sector ventures and public enterprises.
Investment Philosophy & Strategy
With a keen focus on leveraging operational insights, Linda M. Dagilus navigates the investment landscape through her diverse industry experience. Her approach is deeply rooted in fostering collaboration across teams to facilitate innovative strategies that drive value creation. By applying her strategic foresight, she identifies growth opportunities within evolving markets while ensuring sustainable performance improvements. Management style emphasizes empowerment and accountability, enabling firms to adapt swiftly in competitive environments. Investing alongside agile businesses, she advocates for adaptable models that respond effectively to dynamic consumer needs and technological advancements.
With a keen focus on leveraging operational insights, Linda M. Dagilus navigates the investment landscape through her diverse industry experience. Her approach is deeply rooted in fostering collaboration across teams to facilitate innovative strategies that drive value creation. By applying her strategic foresight, she identifies growth opportunities within evolving markets while ensuring sustainable performance improvements. Management style emphasizes empowerment and accountability, enabling firms to adapt swiftly in competitive environments. Investing alongside agile businesses, she advocates for adaptable models that respond effectively to dynamic consumer needs and technological advancements.
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:
65.59%
Gain +0.59%
Monthly
1.33%
Yearly
17.14%
Drawdown
17.95%
$263.35M
Equity
Holdings
$263.35M
Investment
$155.54M
$115.13M
Profit +$1.24M
Realized
$7.32M
Unrealized
$107.81M
Dividends
$14.5M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.24M
Win %
80%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$85,526.35
Win %
80%
This Month
Compared to last month
Gain
-0.21%
Profit
-$542,319.66
Win %
80%
This Year
Compared to last year
Gain
-0.26%
Profit
-$680,279.3
Win %
80%
TER Teradyne, Inc.
+9.29%
+$27,993 
AMAT Applied Materials, Inc.
+7.21%
+$403,059.12 
INTC Intel Corporation
+6.79%
+$125,858.96 
LRCX Lam Research Corporation
+5.81%
+$17,262.74 
GLW Corning Incorporated
+5.14%
+$10,638 
AMD Advanced Micro Devices, Inc.
+4.86%
+$87,297.7 
GEV GE Vernova Inc.
+4.56%
+$21,263.04 
TXN Texas Instruments Inc
+4.07%
+$91,048.65 
NXPI NXP Semiconductors N.V.
+3.76%
+$24,716.21 
MCHP Microchip Technology Incorporated
+3.53%
+$26,031.44 
CAT Caterpillar Inc.
+3.23%
+$176,982.24 
AVGO Broadcom Inc.
+3.11%
+$49,328.07 
STLD Steel Dynamics Inc.
+3.06%
+$89,969.78 
CMI Cummins Inc.
+2.71%
+$14,825.92 
NVDA NVIDIA Corporation
+2.5%
+$177,019.41 
EME EMCOR Group, Inc.
+2.29%
+$13,037.32 
ETN Eaton Corporation plc
+2.23%
+$24,783.36 
TT Trane Technologies plc
+2.22%
+$4,831.35 
NRG NRG Energy, Inc.
+2.11%
+$22,684.44 
GS The Goldman Sachs Group, Inc.
+1.72%
+$4,509.14 
FTNT Fortinet Inc.
+1.63%
+$33,012 
CSCO Cisco Systems, Inc.
+1.56%
+$60,356.03 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$22,982.4 
EMR Emerson Electric Co.
+1.55%
+$12,588.56 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$80,467.48 
QCOM QUALCOMM Incorporated
+1.5%
+$7,825.92 
APD Air Products and Chemicals, Inc.
+1.45%
+$10,020.75 
C Citigroup Inc.
+1.21%
+$6,420.6 
GE General Electric Company
+1.19%
+$8,034.74 
MAR Marriott International Inc. - Class A
+1.11%
+$11,013.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$2,228.32 
PKG Packaging Corporation of America
+1.02%
+$2,253.42 
ORCL Oracle Corporation
+1.02%
+$10,399.88 
SYF Synchrony Financial
+1.02%
+$5,956.5 
PSX Phillips 66
+1.01%
+$4,934.3 
TSLA Tesla, Inc.
+0.98%
+$16,746.74 
ITW Illinois Tool Works Inc.
+0.92%
+$5,472.5 
SHEL Shell plc
+0.88%
+$3,537.04 
EFA iShares MSCI EAFE ETF
+0.87%
+$32,457.17 
DAL Delta Air Lines, Inc.
+0.84%
+$7,343.53 
MPC Marathon Petroleum Corporation
+0.82%
+$7,815.6 
JPM JPMorgan Chase & Co.
+0.77%
+$61,328.96 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$46,234.26 
GRMN Garmin Ltd.
+0.71%
+$6,013.48 
IWM iShares Russell 2000 ETF
+0.68%
+$2,456 
META Meta Platforms Inc Class A
+0.68%
+$27,244.88 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$36,812.23 
IVV iShares Core S&P 500 ETF
+0.61%
+$3,893.64 
VLO Valero Energy Corporation
+0.61%
+$14,194.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$18,710.15 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$25,026.99 
ESGU iShares ESG Aware MSCI USA ETF
+0.55%
+$1,260 
COP ConocoPhillips
+0.49%
+$5,254.26 
MET MetLife Inc.
+0.46%
+$5,067.55 
EOG EOG Resources, Inc.
+0.45%
+$2,403.84 
VO Vanguard Mid-Cap ETF
+0.45%
+$1,283.04 
ABBV AbbVie Inc.
+0.4%
+$18,537.48 
XOM Exxon Mobil Corporation
+0.39%
+$12,624.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.37%
+$14,301.3 
PLD Prologis Inc.
+0.36%
+$813.55 
BAC Bank of America Corporation
+0.35%
+$8,848.35 
VTV Vanguard Value ETF
+0.33%
+$1,211.97 
AMGN Amgen Inc.
+0.27%
+$2,911.41 
BLK BlackRock, Inc.
+0.26%
+$3,844.5 
TXT Textron Inc.
+0.25%
+$552.23 
TD The Toronto-Dominion Bank
+0.24%
+$1,835.4 
CVX Chevron Corporation
+0.23%
+$5,001.48 
T AT&T Inc.
+0.23%
+$1,507.55 
BNY BlackRock New York Municipal Income Trust
+0.18%
+$476.84 
CSX CSX Corporation
+0.14%
+$1,057.63 
OKE ONEOK, Inc.
+0.07%
+$468.13 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$293.8 
COF Capital One Financial Corporation
+0.03%
+$173.53 
AXP American Express Company
+0.02%
+$892.92 
CVS CVS Health Corporation
+0.01%
+$84.7 
UNP Union Pacific Corporation
0%
$0 
GPC Genuine Parts Company
-9.31%
-$26,334 
NOC Northrop Grumman Corporation
-5.75%
-$35,155.87 
ADBE Adobe Inc.
-4.77%
-$14,134.4 
CRM Salesforce Inc
-2.83%
-$6,981.48 
ADP Automatic Data Processing Inc.
-2.2%
-$10,970.24 
LHX L3Harris Technologies, Inc.
-2.2%
-$13,398 
AAPL Apple Inc.
-2.14%
-$461,710.6 
PAYX Paychex Inc.
-2.07%
-$22,836.1 
LMT Lockheed Martin Corporation
-1.96%
-$45,381.82 
WCN Waste Connections Inc.
-1.66%
-$4,245 
SYK Stryker Corporation
-1.61%
-$6,671.72 
GILD Gilead Sciences Inc.
-1.33%
-$17,411.49 
IBM International Business Machines Corporation
-1.17%
-$9,317.5 
MSFT Microsoft Corp.
-1.03%
-$108,362.94 
V Visa Inc. Class A
-0.99%
-$22,171.06 
ABT Abbott Laboratories
-0.97%
-$5,933.64 
PGR Progressive Corporation
-0.95%
-$36,905.61 
JNJ Johnson & Johnson
-0.89%
-$22,517.69 
AMZN Amazon.com Inc
-0.86%
-$52,794.72 
MDLZ Mondelez International, Inc.
-0.82%
-$7,326.49 
CL Colgate-Palmolive Company
-0.81%
-$1,770.82 
CB Chubb Limited
-0.8%
-$7,133.11 
GD General Dynamics Corporation
-0.76%
-$4,053.22 
CI The Cigna Group
-0.75%
-$5,760.88 
ELV Elevance Health, Inc.
-0.75%
-$8,611.46 
ALL Allstate Corporation
-0.74%
-$4,615.38 
MCD McDonald's Corporation
-0.69%
-$15,417.36 
MA Mastercard Incorporated
-0.68%
-$27,983.87 
NVR NVR, Inc.
-0.67%
-$2,429.84 
TJX The TJX Companies, Inc.
-0.66%
-$2,428.62 
GOOG Alphabet Inc
-0.63%
-$55,657.62 
GOOGL Alphabet Inc
-0.63%
-$36,686 
PEP PepsiCo, Inc.
-0.6%
-$6,535.08 
COST Costco Wholesale Corporation
-0.59%
-$27,627.2 
MO Altria Group, Inc.
-0.58%
-$4,680.6 
PHM PulteGroup Inc.
-0.56%
-$6,141 
SHW The Sherwin-Williams Company
-0.54%
-$4,864.76 
WMT Walmart Inc.
-0.53%
-$8,302.48 
VZ Verizon Communications Inc.
-0.49%
-$4,306.02 
BRK-B Berkshire Hathaway Inc.
-0.49%
-$7,509.6 
HD The Home Depot, Inc.
-0.48%
-$15,790.4 
LOW Lowe's Companies Inc.
-0.47%
-$3,035.52 
PM Philip Morris International Inc.
-0.46%
-$16,999.89 
FTCS First Trust Capital Strength ETF
-0.43%
-$931.98 
KO The Coca-Cola Company
-0.43%
-$9,269.05 
RTX RTX Corporation
-0.39%
-$7,569.75 
CMCSA Comcast Corp
-0.38%
-$3,819.33 
PG Procter & Gamble Co
-0.37%
-$6,867.3 
WEC WEC Energy Group Inc.
-0.31%
-$1,199.45 
SCHW Charles Schwab Corporation
-0.3%
-$1,815.98 
AFL Aflac Inc.
-0.29%
-$936 
SO The Southern Company
-0.28%
-$633.09 
KMB Kimberly-Clark Corporation
-0.28%
-$1,479.3 
NEE NextEra Energy, Inc.
-0.27%
-$8,277.41 
CBRE CBRE Group Inc.
-0.25%
-$2,240.78 
DUK Duke Energy Corporation
-0.25%
-$3,457.12 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.21%
-$3,112.2 
PPL PPL Corporation
-0.2%
-$419.23 
LLY Eli Lilly and Company
-0.19%
-$1,927.48 
EXC Exelon Corporation
-0.17%
-$412 
BMY Bristol-Myers Squibb Company
-0.17%
-$3,282.3 
PFE Pfizer Inc.
-0.14%
-$1,092.87 
EBAY eBay Inc.
-0.12%
-$962.36 
IYC iShares U.S. Consumer Discretionary ETF
-0.12%
-$421.44 
OHI Omega Healthcare Investors Inc.
-0.1%
-$482.6 
USB U.S. Bancorp
-0.1%
-$350.16 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$717.46 
HONA Honeywell Aerospace Inc.
-0.06%
-$404.5 
DVY iShares Select Dividend ETF
-0.06%
-$427.05 
NSC Norfolk Southern Corporation
-0.03%
-$67.95 
MRK Merck & Co., Inc.
-0.02%
-$256.41 
UNH UnitedHealth Group Incorporated
-0.02%
-$445.06 Events
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Dividends
Dividend Analysis
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| Trades 2002 | Longs Won 1449/2002 72% | Profit Factor 15.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $402,680.68 |
| Average Win $85,062.71 | Best Trade (Jul 30) $11.61M | Sharpe Ratio -9.88 |
| Average Loss -$14,697.68 | Worst Trade (Jul 27) -$764,135.04 | Z-Score 9.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $57,506.52 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Linda M. Dagilus?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $1.13M, Apple Inc - $865,227.58, NVIDIA Corporation - $742,671.26, Microsoft Corp - $728,134.48, and iShares Core S&P Mid-Cap ETF - $579,545.62. 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: Walgreens Boots Alliance Inc - $173,123.12, Elevance Health, Inc - $165,647.57, Pfizer Inc - $143,176.06, Salesforce Inc - $132,831.97, and Accenture plc Class A - $132,803.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Linda M. Dagilus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.5M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $475,677.62, JPMorgan Chase & Co - $446,622.75, AbbVie Inc - $438,207.57, The Home Depot, Inc - $388,144.14, and Progressive Corporation - $362,564.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Linda M. Dagilus's monthly returns?
Linda M. Dagilus's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Linda M. Dagilus's strategy be considered aggressive or moderate?
Linda M. Dagilus'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 Linda M. Dagilus's strategy?
Linda M. Dagilus'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.
