PEP
Philip E. Passafiume Portfolio
Invests via Protective Life Corp | Managed by Philip E. Passafiume
Invests via Protective Life Corp
Managed by Philip E. Passafiume
Automatically Tracked
Philip E. Passafiume Profile
Philip E. Passafiume is an accomplished operating executive with extensive expertise in corporate management and business transformation. He has significantly influenced growth trajectories within several industries, particularly through his leadership in developing innovative strategies that drive operational efficiencies and market expansion. His robust background encompasses a series of pivotal roles where he successfully implemented change initiatives that aligned organizational goals with evolving market demands. Philip's reputation as a turnaround leader allows him to effectively steer companies towards profitability while enhancing stakeholder value, solidifying his role as an essential figure in corporate finance and investment landscapes.
Philip E. Passafiume is an accomplished operating executive with extensive expertise in corporate management and business transformation. He has significantly influenced growth trajectories within several industries, particularly through his leadership in developing innovative strategies that drive operational efficiencies and market expansion. His robust background encompasses a series of pivotal roles where he successfully implemented change initiatives that aligned organizational goals with evolving market demands. Philip's reputation as a turnaround leader allows him to effectively steer companies towards profitability while enhancing stakeholder value, solidifying his role as an essential figure in corporate finance and investment landscapes.
Investment Philosophy & Strategy
Through a strategic lens, Philip E. Passafiume leverages his comprehensive leadership experience to navigate the complexities of market dynamics and operational excellence. His ability to identify value-creating opportunities is rooted in an entrepreneurial mindset, emphasizing transformation that aligns with customer demands and sector evolution. Capitalizing on extensive operational expertise, he drives initiatives aimed at long-term profitability and sustainable growth. This proactive approach positions him as a pivotal figure in fostering organizational agility while maximizing returns for investors.
Through a strategic lens, Philip E. Passafiume leverages his comprehensive leadership experience to navigate the complexities of market dynamics and operational excellence. His ability to identify value-creating opportunities is rooted in an entrepreneurial mindset, emphasizing transformation that aligns with customer demands and sector evolution. Capitalizing on extensive operational expertise, he drives initiatives aimed at long-term profitability and sustainable growth. This proactive approach positions him as a pivotal figure in fostering organizational agility while maximizing returns for investors.
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:
1.24%
Gain -3.94%
Monthly
-0.19%
Yearly
-2.27%
Drawdown
26.02%
$31.07M
Equity
Holdings
$31.07M
Investment
$30.2M
-$20M
Profit +$119,137.75
Realized
-$20.87M
Unrealized
$868,938.55
Dividends
$22.92M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-3.94%
Profit
$119,137.75
Win %
70%
This Week
Compared To Last Week
Gain
0.54%
Profit
$166,587.02
Win %
70%
This Month
Compared to last month
Gain
-0.4%
Profit
-$125,516.73
Win %
70%
This Year
Compared to last year
Gain
5.54%
Profit
$1.63M
Win %
70%
MSFT Microsoft Corp.
+5.71%
+$7,028.86 
IBM International Business Machines Corporation
+5.17%
+$1,215.76 
JNJ Johnson & Johnson
+3.99%
+$4,919.34 
ADP Automatic Data Processing Inc.
+3.35%
+$716.76 
PAYX Paychex Inc.
+3.29%
+$667.8 
CB Chubb Limited
+3.21%
+$1,030.14 
AAPL Apple Inc.
+3.14%
+$10,312.85 
UNH UnitedHealth Group Incorporated
+2.98%
+$506.76 
KO The Coca-Cola Company
+2.75%
+$1,584.57 
MRK Merck & Co., Inc.
+2.56%
+$773.61 
ACN Accenture plc Class A
+2.51%
+$249.64 
CLX The Clorox Company
+2.38%
+$283.75 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$1,291.15 
CMCSA Comcast Corp
+2.12%
+$244.32 
SOLV Solventum Corporation
+2.07%
+$94.99 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.03%
+$450.5 
MCD McDonald's Corporation
+1.97%
+$788.22 
GIS General Mills, Inc.
+1.72%
+$250.71 
AFL Aflac Inc.
+1.62%
+$564.48 
DHR Danaher Corporation
+1.54%
+$229.46 
VFLO VictoryShares Free Cash Flow ETF
+1.41%
+$7,508.48 
PEP PepsiCo, Inc.
+1.34%
+$669.46 
COWZ Pacer US Cash Cows 100 ETF
+1.3%
+$117.45 
STWD Starwood Property Trust Inc.
+1.26%
+$160.86 
KMB Kimberly-Clark Corporation
+1.18%
+$190.5 
PSA Public Storage Common Stock
+1.14%
+$306.6 
HD The Home Depot, Inc.
+1.12%
+$274.06 
CL Colgate-Palmolive Company
+1.11%
+$553.48 
WM Waste Management, Inc.
+1.1%
+$490 
COST Costco Wholesale Corporation
+1.09%
+$195.7 
DEO Diageo plc Sponsored ADR
+1.09%
+$90 
BX Blackstone Inc.
+1.07%
+$152.5 
DTE DTE Energy Company
+1.06%
+$202.5 
PM Philip Morris International Inc.
+1.03%
+$874 
VZ Verizon Communications Inc.
+1.02%
+$509.48 
DUK Duke Energy Corporation
+1.01%
+$149.64 
NEE NextEra Energy, Inc.
+0.98%
+$317.34 
ABT Abbott Laboratories
+0.94%
+$135.52 
MO Altria Group, Inc.
+0.79%
+$348 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$246.39 
RTX RTX Corporation
+0.75%
+$299.6 
AMLP Alerian MLP ETF
+0.67%
+$25.84 
AVUV Avantis U.S. Small Cap Value ETF
+0.63%
+$121.68 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.6%
+$114.8 
WMB The Williams Companies, Inc.
+0.5%
+$126.36 
LMT Lockheed Martin Corporation
+0.47%
+$49.98 
HON Honeywell International Inc.
+0.42%
+$238.62 
PG Procter & Gamble Co
+0.35%
+$163.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$4.05 
DLR Digital Realty Trust, Inc.
+0.29%
+$34.16 
LOW Lowe's Companies Inc.
+0.25%
+$57.75 
PBP Invesco S&P 500 BuyWrite ETF
+0.22%
+$13.6 
MPC Marathon Petroleum Corporation
+0.2%
+$38.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.19%
+$428.04 
IVE ISHARES S&P 500 VALUE ETF
+0.19%
+$1,042.33 
EPI WisdomTree India Earnings Fund
+0.19%
+$86 
NVS Novartis AG Sponsored ADR
+0.19%
+$44.37 
TIP iShares TIPS Bond ETF
+0.18%
+$4,051.6 
TJX The TJX Companies, Inc.
+0.15%
+$59.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$2,719.68 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$2,425.81 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$482.61 
JPC Nuveen Preferred & Income Opportunities Fund
+0.13%
+$4,400 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.13%
+$32.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.12%
+$1,249.98 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.11%
+$2,306.28 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$705.2 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$277.62 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$272.61 
ENB Enbridge Inc.
+0.09%
+$10.8 
CGIB Capital Group International Bond USD Hedged Fund
+0.08%
+$126.78 
JPLD JPMorgan Limited Duration ETF
+0.08%
+$1,137.12 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.04%
+$732.74 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.04%
+$66.02 
BNDX Vanguard Total International Bond ETF
+0.04%
+$19 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$8.02 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$17.24 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$0.03 
DFIS Dimensional International Small Cap ETF
+0.03%
+$33.95 
MBB iShares MBS ETF
+0.01%
+$34.15 
OEF iShares S&P 100 ETF
+0.01%
+$0.56 
AVDE
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
GFLW
0%
$0 
JCPB
0%
$0 
PPA
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
STX Seagate Technology Holdings plc
-12.24%
-$15,306.12 
CMI Cummins Inc.
-5.73%
-$1,752.24 
CAT Caterpillar Inc.
-5.63%
-$7,442.51 
CSCO Cisco Systems, Inc.
-4.37%
-$3,484 
FDX FedEx Corporation
-3.31%
-$1,036.45 
ORCL Oracle Corporation
-2.58%
-$664.17 
MMM 3M Company
-2.36%
-$922.68 
VLUE iShares MSCI USA Value Factor ETF
-2.2%
-$1,138.5 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.9%
-$3,400.66 
SPHQ Invesco S&P 500 Quality ETF
-1.89%
-$626.25 
GOOGL Alphabet Inc
-1.84%
-$897.44 
JPM JPMorgan Chase & Co.
-1.81%
-$2,537.27 
AIA iShares Asia 50 ETF
-1.75%
-$356.7 
XLI Industrial Select Sector SPDR Fund
-1.59%
-$9,005.28 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.53%
-$4,668.59 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.49%
-$96.96 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$14,651.93 
GEME Pacific Global Emerging Markets Equity ETF
-1.34%
-$1,470.87 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$7,549.51 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$7.98 
EMR Emerson Electric Co.
-1.27%
-$444 
DFAE Dimensional Emerging Core Equity Market ETF
-1.13%
-$2,239.2 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
-1.11%
-$97.35 
EFG iShares MSCI EAFE Growth ETF
-1.1%
-$345.44 
UPS United Parcel Service, Inc.
-1.07%
-$117 
ITW Illinois Tool Works Inc.
-1.07%
-$309.23 
SCHF Schwab International Equity ETF
-0.87%
-$8,597.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$16.2 
VOO Vanguard S&P 500 ETF
-0.81%
-$1,929.3 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.78%
-$79.8 
GTEK Goldman Sachs Future Tech Leaders Equity ETF
-0.78%
-$20.55 
VO Vanguard Mid-Cap ETF
-0.77%
-$119.04 
APD Air Products and Chemicals, Inc.
-0.76%
-$128.4 
BLK BlackRock, Inc.
-0.74%
-$324.45 
XOM Exxon Mobil Corporation
-0.73%
-$342.39 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.73%
-$67.2 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$1,470.87 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$7,147.12 
VOOG Vanguard S&P 500 Growth ETF
-0.67%
-$758.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$4,205.3 
FNDF Schwab Fundamental International Large Company Index ETF
-0.62%
-$241.56 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$153.36 
LIN Linde plc
-0.51%
-$140.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$139.04 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$124.83 
FNDC Schwab Fundamental International Small Company Index ETF
-0.43%
-$8.82 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$1,923.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$144.98 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$2.19 
TFC Truist Financial Corporation
-0.35%
-$79.92 
VUG Vanguard Growth ETF
-0.35%
-$121.8 
OKE ONEOK, Inc.
-0.34%
-$52.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.33%
-$242.88 
VDE Vanguard Energy ETF
-0.31%
-$153.21 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$418.27 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$78.69 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.16%
-$10.64 
HYLS FT Tactical High Yield ETF
-0.15%
-$13.08 
EFV iShares MSCI EAFE Value ETF
-0.12%
-$326.71 
MNA NYLI Merger Arbitrage ETF
-0.11%
-$7.28 
WTMF WisdomTree Managed Futures Strategy Fund
-0.1%
-$6.88 
WMT Walmart Inc.
-0.08%
-$90.18 
PSX Phillips 66
-0.06%
-$34.32 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.05%
-$296.97 
VB Vanguard Small-Cap ETF
-0.04%
-$59.04 
BINC iShares Flexible Income Active ETF
-0.02%
-$24.35 Events
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Dividends
Dividend Analysis
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| Trades 206 | Longs Won 111/206 53% | Profit Factor 0.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $693,101.89 |
| Average Win $17,717.31 | Best Trade (Dec 30) $338,166 | Sharpe Ratio 0.29 |
| Average Loss -$231,188.27 | Worst Trade (Jun 29) -$7.24M | Z-Score 2.27 (97.65%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy -$97,069.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 134 | 121 | 107 | 94 | 81 | 67 | 54 | 40 | 27 | 13 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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