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:
71.95%
Gain -0.16%
Monthly
1.33%
Yearly
17.11%
Drawdown
17.97%
$267.82M
Equity
Holdings
$267.82M
Investment
$155.54M
$119.18M
Profit -$318,301.39
Realized
$6.9M
Unrealized
$112.28M
Dividends
$14.77M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$318,301.39
Win %
83%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$318,301.39
Win %
83%
This Month
Compared to last month
Gain
-0.18%
Profit
-$468,598.72
Win %
83%
This Year
Compared to last year
Gain
1.43%
Profit
$3.79M
Win %
83%
FTNT Fortinet Inc.
+9.06%
+$178,163.91 
ADBE Adobe Inc.
+4.54%
+$14,449.9 
CRM Salesforce Inc
+4.5%
+$15,814.75 
HONA Honeywell Aerospace Inc.
+4.07%
+$20,820.42 
CI The Cigna Group
+3.4%
+$25,681.65 
ADP Automatic Data Processing Inc.
+3.1%
+$16,260.14 
GOOGL Alphabet Inc
+3.09%
+$173,470 
GOOG Alphabet Inc
+2.97%
+$249,706.91 
META Meta Platforms Inc Class A
+2.85%
+$113,725.62 
IBM International Business Machines Corporation
+2.73%
+$24,747.32 
NVR NVR, Inc.
+2.43%
+$8,382.64 
SYK Stryker Corporation
+2.43%
+$8,683.62 
PAYX Paychex Inc.
+2.4%
+$26,674.1 
MO Altria Group, Inc.
+2.3%
+$17,054.6 
MSFT Microsoft Corp.
+2.3%
+$298,588.44 
WMT Walmart Inc.
+2.27%
+$34,265.32 
LLY Eli Lilly and Company
+2.07%
+$20,076.88 
MCD McDonald's Corporation
+2.02%
+$42,732.9 
T AT&T Inc.
+2%
+$15,678.55 
GILD Gilead Sciences Inc.
+1.93%
+$27,248.49 
PM Philip Morris International Inc.
+1.81%
+$65,898.49 
NOC Northrop Grumman Corporation
+1.77%
+$10,713.1 
ALL Allstate Corporation
+1.72%
+$10,671.52 
ABBV AbbVie Inc.
+1.7%
+$79,329.51 
MAR Marriott International Inc. - Class A
+1.68%
+$15,180.66 
CL Colgate-Palmolive Company
+1.66%
+$3,445.92 
COST Costco Wholesale Corporation
+1.61%
+$72,068.7 
AFL Aflac Inc.
+1.52%
+$4,550 
LHX L3Harris Technologies, Inc.
+1.5%
+$7,982.27 
KMB Kimberly-Clark Corporation
+1.45%
+$7,026.68 
ELV Elevance Health, Inc.
+1.44%
+$18,126.22 
PGR Progressive Corporation
+1.43%
+$57,286.32 
VZ Verizon Communications Inc.
+1.43%
+$14,520.3 
UNH UnitedHealth Group Incorporated
+1.31%
+$31,599.29 
LMT Lockheed Martin Corporation
+1.17%
+$27,815.4 
EBAY eBay Inc.
+1.17%
+$8,626.87 
CVS CVS Health Corporation
+1.12%
+$8,978.2 
KO The Coca-Cola Company
+1.11%
+$25,953.34 
LOW Lowe's Companies Inc.
+1.09%
+$6,798.27 
V Visa Inc. Class A
+1.06%
+$24,382.56 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$16,646.28 
AMGN Amgen Inc.
+1.03%
+$11,766.27 
HD The Home Depot, Inc.
+1.01%
+$30,692.69 
ABT Abbott Laboratories
+0.94%
+$5,783.04 
WCN Waste Connections Inc.
+0.93%
+$2,227.49 
CB Chubb Limited
+0.9%
+$7,705.29 
AXP American Express Company
+0.89%
+$36,801.06 
PHM PulteGroup Inc.
+0.89%
+$9,345 
IYC iShares U.S. Consumer Discretionary ETF
+0.87%
+$3,002.76 
FTCS First Trust Capital Strength ETF
+0.86%
+$1,863.96 
BMY Bristol-Myers Squibb Company
+0.79%
+$16,411.5 
SHW The Sherwin-Williams Company
+0.76%
+$6,861.28 
OHI Omega Healthcare Investors Inc.
+0.73%
+$3,329.94 
MA Mastercard Incorporated
+0.6%
+$25,869.03 
JNJ Johnson & Johnson
+0.59%
+$15,859.06 
ITW Illinois Tool Works Inc.
+0.58%
+$3,414.84 
AAPL Apple Inc.
+0.55%
+$118,172.9 
PG Procter & Gamble Co
+0.53%
+$9,614.22 
MRK Merck & Co., Inc.
+0.52%
+$6,410.34 
EOG EOG Resources, Inc.
+0.49%
+$2,741.88 
DAL Delta Air Lines, Inc.
+0.39%
+$3,206.33 
GD General Dynamics Corporation
+0.33%
+$1,719.56 
CBRE CBRE Group Inc.
+0.27%
+$2,435.69 
MET MetLife Inc.
+0.26%
+$2,946.25 
UNP Union Pacific Corporation
+0.18%
+$1,855.04 
NSC Norfolk Southern Corporation
+0.16%
+$377.51 
SYF Synchrony Financial
+0.12%
+$754.49 
TJX The TJX Companies, Inc.
+0.11%
+$333.35 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$519.8 
PEP PepsiCo, Inc.
+0.07%
+$726.04 
PFE Pfizer Inc.
+0.04%
+$312.25 
SCHW Charles Schwab Corporation
0%
$0 
GLW Corning Incorporated
-14.09%
-$31,643.99 
TER Teradyne, Inc.
-12.98%
-$44,499.84 
GEV GE Vernova Inc.
-8.6%
-$35,573.05 
LRCX Lam Research Corporation
-7.87%
-$22,732.74 
ETN Eaton Corporation plc
-7.51%
-$88,415.19 
AMAT Applied Materials, Inc.
-6.61%
-$320,767.33 
BAC Bank of America Corporation
-5.36%
-$141,573.6 
INTC Intel Corporation
-5.32%
-$104,545.12 
AVGO Broadcom Inc.
-4.83%
-$73,195.77 
NXPI NXP Semiconductors N.V.
-4.79%
-$27,905.79 
ORCL Oracle Corporation
-4.38%
-$55,186.46 
CAT Caterpillar Inc.
-4.17%
-$216,847.74 
EME EMCOR Group, Inc.
-4.12%
-$24,623.05 
NRG NRG Energy, Inc.
-4.08%
-$38,012.87 
GS The Goldman Sachs Group, Inc.
-3.97%
-$10,174.15 
AMD Advanced Micro Devices, Inc.
-3.87%
-$71,308.62 
TT Trane Technologies plc
-3.73%
-$7,672.5 
MCHP Microchip Technology Incorporated
-3.68%
-$25,023.18 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$8,806.37 
NVDA NVIDIA Corporation
-2.84%
-$215,741.3 
CMI Cummins Inc.
-2.84%
-$13,533.36 
EMR Emerson Electric Co.
-2.53%
-$22,861.3 
VLO Valero Energy Corporation
-2.31%
-$66,758.86 
GE General Electric Company
-2.01%
-$12,903.08 
STLD Steel Dynamics Inc.
-2.01%
-$61,459.69 
TXN Texas Instruments Inc
-1.84%
-$38,942.1 
JPM JPMorgan Chase & Co.
-1.73%
-$144,193.51 
CSCO Cisco Systems, Inc.
-1.69%
-$66,479.1 
APD Air Products and Chemicals, Inc.
-1.54%
-$10,439.23 
TSLA Tesla, Inc.
-1.44%
-$24,354.75 
RTX RTX Corporation
-1.31%
-$26,191.23 
C Citigroup Inc.
-1.3%
-$7,473.53 
BLK BlackRock, Inc.
-1.24%
-$18,761.19 
AMZN Amazon.com Inc
-1.24%
-$77,725.56 
CMCSA Comcast Corp
-1.17%
-$12,518.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$2,477.54 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$17,747.52 
PSX Phillips 66
-1.11%
-$6,742.37 
CVX Chevron Corporation
-0.98%
-$23,870.68 
EXC Exelon Corporation
-0.9%
-$2,008.5 
PPL PPL Corporation
-0.9%
-$1,826.66 
XOM Exxon Mobil Corporation
-0.88%
-$31,778.58 
QCOM QUALCOMM Incorporated
-0.87%
-$4,830.06 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$52,655.68 
GPC Genuine Parts Company
-0.81%
-$2,517.88 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$6,290.28 
COP ConocoPhillips
-0.7%
-$8,849.37 
NEE NextEra Energy, Inc.
-0.67%
-$19,372.65 
EFA iShares MSCI EAFE ETF
-0.65%
-$25,204.17 
COF Capital One Financial Corporation
-0.6%
-$3,123.54 
PLD Prologis Inc.
-0.57%
-$1,197.3 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$30,213.55 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$30,946.54 
SHEL Shell plc
-0.47%
-$2,140.84 
VTV Vanguard Value ETF
-0.46%
-$1,758.21 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,247.4 
DUK Duke Energy Corporation
-0.43%
-$5,687.52 
SO The Southern Company
-0.42%
-$883.93 
TXT Textron Inc.
-0.42%
-$816.34 
WEC WEC Energy Group Inc.
-0.4%
-$1,456.47 
USB U.S. Bancorp
-0.36%
-$1,313.1 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$797.99 
GRMN Garmin Ltd.
-0.34%
-$3,336.99 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$14,775.55 
IVV iShares Core S&P 500 ETF
-0.33%
-$2,181.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,361.23 
MPC Marathon Petroleum Corporation
-0.32%
-$3,817.59 
CSX CSX Corporation
-0.32%
-$2,341.89 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.21%
-$3,276 
TD The Toronto-Dominion Bank
-0.2%
-$1,545.6 
PKG Packaging Corporation of America
-0.19%
-$433.34 
IWM iShares Russell 2000 ETF
-0.18%
-$656.99 
MDLZ Mondelez International, Inc.
-0.17%
-$1,554.11 
OKE ONEOK, Inc.
-0.17%
-$1,152.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$6,096.72 
DVY iShares Select Dividend ETF
-0.04%
-$332.15 Events
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Dividends
Dividend Analysis
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| Trades 2002 | Longs Won 1474/2002 73% | Profit Factor 15.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $421,022.01 |
| Average Win $86,456.8 | Best Trade (Sep 11) $11.47M | Sharpe Ratio -9.88 |
| Average Loss -$15,642.86 | Worst Trade (Aug 03) -$752,623.68 | Z-Score 14.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2d | Expectancy $59,529.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,575 | $9.23M | $21.57M | - | $12.34M | 133.64% | +0.551% |
| ABBV AbbVie Inc. | 18,174 | $2.81M | $4.75M | - | $1.94M | 68.99% | +1.698% |
| ABT Abbott Laboratories | 6,024 | $654,840.38 | $619,929.84 | - | -$34,910.54 | -5.33% | +0.942% |
| ADBE Adobe Inc. | 1,262 | $559,292.93 | $332,764.16 | - | -$226,528.77 | -40.5% | +4.54% |
| ADP Automatic Data Processing Inc. | 1,952 | $409,998.08 | $539,903.68 | - | $129,905.6 | 31.68% | +3.105% |
| AFL Aflac Inc. | 2,600 | $181,480 | $304,278 | - | $122,798 | 67.66% | +1.518% |
| ALL Allstate Corporation | 2,442 | $315,242.1 | $630,231.36 | - | $314,989.26 | 99.92% | +1.722% |
| AMAT Applied Materials, Inc. | 10,632 | $1.08M | $4.53M | - | $3.46M | 320.62% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 3,569 | $538,903.77 | $1.77M | - | $1.23M | 228.59% | -3.871% |
| AMGN Amgen Inc. | 3,017 | $734,036.1 | $1.15M | - | $416,195.15 | 56.7% | +1.034% |
| AMZN Amazon.com Inc | 24,442 | $2.85M | $6.2M | - | $3.35M | 117.72% | -1.238% |
| APD Air Products and Chemicals, Inc. | 2,325 | $658,347.3 | $667,135.5 | - | $8,788.2 | 1.33% | -1.541% |
| AVGO Broadcom Inc. | 4,191 | $768,549.2 | $1.44M | - | $675,355.07 | 87.87% | -4.825% |
| AXP American Express Company | 12,756 | $1.79M | $4.18M | - | $2.38M | 132.87% | +0.889% |
| BAC Bank of America Corporation | 42,135 | $1.36M | $2.5M | - | $1.14M | 83.77% | -5.36% |
| BLK BlackRock, Inc. | 1,398 | $1.44M | $1.49M | - | $47,953.77 | 3.32% | -1.243% |
| BMY Bristol-Myers Squibb Company | 32,823 | $2.31M | $2.11M | - | -$199,732.99 | -8.67% | +0.786% |
| BNY BlackRock New York Municipal Income Trust | 1,703 | $202,026.89 | $268,203.61 | - | $66,176.72 | 32.76% | -3.179% |
| BRK-B Berkshire Hathaway Inc. | 3,129 | $944,413.57 | $1.61M | - | $669,180.44 | 70.86% | +1.042% |
| C Citigroup Inc. | 4,129 | $189,892.71 | $565,714.29 | - | $375,821.58 | 197.91% | -1.304% |
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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 - $1.16M, Apple Inc - $882,662.83, Microsoft Corp - $752,011.06, NVIDIA Corporation - $742,635.67, and iShares Core S&P Mid-Cap ETF - $576,236.32. 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, Salesforce Inc - $133,198.38, Accenture plc Class A - $132,803.91, and Pfizer Inc - $129,749.31. 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 $14.77M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $481,734.75, AbbVie Inc - $469,648.59, Philip Morris International Inc - $423,787.36, The Home Depot, Inc - $388,144.14, and Microsoft Corp - $363,402.32. 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.
