RR
Ross Revenaugh Portfolio
Invests via Avalon Capital Management | Managed by Ross Revenaugh
Invests via Avalon Capital Management
Managed by Ross Revenaugh
Automatically Tracked
Ross Revenaugh Profile
With a robust background in corporate leadership and operational excellence, Ross Revenaugh plays a pivotal role in driving growth for technology-focused ventures. He has established himself as an influential figure by effectively navigating complex business landscapes and fostering innovation within organizations. His extensive experience includes launching successful products and scaling businesses across competitive sectors. As a strategic leader, he leverages his deep understanding of market dynamics to propel initiatives that enhance company value while ensuring alignment with emerging industry trends.
With a robust background in corporate leadership and operational excellence, Ross Revenaugh plays a pivotal role in driving growth for technology-focused ventures. He has established himself as an influential figure by effectively navigating complex business landscapes and fostering innovation within organizations. His extensive experience includes launching successful products and scaling businesses across competitive sectors. As a strategic leader, he leverages his deep understanding of market dynamics to propel initiatives that enhance company value while ensuring alignment with emerging industry trends.
Investment Philosophy & Strategy
Growth opportunities in the technology sector often hinge on strategic innovation and operational excellence. Ross Revenaugh exemplifies this by consistently identifying emerging trends that position organizations for scalable success. His experience in corporate leadership translates to a keen sense of market positioning, allowing him to implement growth-driven initiatives effectively. By focusing on product launches and leveraging competitive advantages, he enhances organizational value while cultivating an environment conducive to sustained advancement.
Growth opportunities in the technology sector often hinge on strategic innovation and operational excellence. Ross Revenaugh exemplifies this by consistently identifying emerging trends that position organizations for scalable success. His experience in corporate leadership translates to a keen sense of market positioning, allowing him to implement growth-driven initiatives effectively. By focusing on product launches and leveraging competitive advantages, he enhances organizational value while cultivating an environment conducive to sustained advancement.
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:
107.37%
Gain -0.22%
Monthly
0.58%
Yearly
7.2%
Drawdown
23.44%
$391.84M
Equity
Holdings
$391.84M
Investment
$318.09M
$215.15M
Profit -$362,693.35
Realized
$87.59M
Unrealized
$127.55M
Dividends
$46.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$362,693.35
Win %
85%
This Week
Compared To Last Week
Gain
0.12%
Profit
$466,409.96
Win %
85%
This Month
Compared to last month
Gain
-0.48%
Profit
-$1.89M
Win %
85%
This Year
Compared to last year
Gain
10.92%
Profit
$38.56M
Win %
80%
LLY Eli Lilly and Company
+3.49%
+$328,409.15 
AMGN Amgen Inc.
+3.29%
+$172,998 
TKO Tko Group Holdings Inc.
+3.1%
+$5,686.2 
SPGI S&P Global Inc.
+2.4%
+$6,513.57 
JNJ Johnson & Johnson
+2.19%
+$5,987.74 
ULTA Ulta Beauty Inc.
+1.91%
+$18,995.55 
FDX FedEx Corporation
+1.7%
+$43,136.85 
ILF iShares Latin America 40 ETF
+1.47%
+$132,505.14 
SCHW Charles Schwab Corporation
+1.46%
+$6,694.1 
BRK-B Berkshire Hathaway Inc.
+1.43%
+$35,285.91 
APD Air Products and Chemicals, Inc.
+1.32%
+$4,342.64 
SCHD Schwab U.S. Dividend Equity ETF
+1.31%
+$13,972.5 
REMX VanEck Rare Earth and Strategic Metals ETF
+1.31%
+$60,377.19 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$2,296.84 
RGLD Royal Gold Inc.
+1.22%
+$4,861.78 
XLF Financial Select Sector SPDR Fund
+1.2%
+$3,353.46 
ORCL Oracle Corporation
+1.2%
+$10,532.25 
MOAT VanEck Morningstar Wide Moat Fund
+1.2%
+$52,211.28 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.16%
+$15,731.78 
SLV iShares Silver Trust
+1.12%
+$29,576.52 
VYM Vanguard High Dividend Yield ETF
+1.07%
+$3,444.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.05%
+$3,323.83 
VTV Vanguard Value ETF
+1.03%
+$30,585.13 
PG Procter & Gamble Co
+1.03%
+$2,301.57 
DGX Quest Diagnostics Inc.
+0.94%
+$2,868.58 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.91%
+$2,003.04 
V Visa Inc. Class A
+0.91%
+$15,830.09 
NEE NextEra Energy, Inc.
+0.88%
+$2,321.16 
BMO Bank of Montreal
+0.87%
+$4,966.25 
HODL VanEck Bitcoin ETF
+0.86%
+$7,340.4 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$2,044.09 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$3,478.52 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.78%
+$23,940.4 
MA Mastercard Incorporated
+0.65%
+$1,724.57 
CVX Chevron Corporation
+0.6%
+$68,656.75 
TXN Texas Instruments Inc
+0.59%
+$2,632.45 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.59%
+$10,827.44 
KMI Kinder Morgan, Inc.
+0.54%
+$2,700 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.52%
+$24,421.25 
JPM JPMorgan Chase & Co.
+0.52%
+$1,461.86 
EUAD STOXX Europe Aerospace & Defense ETF
+0.52%
+$11,956.77 
LCR Leuthold Core ETF
+0.47%
+$9,158.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.38%
+$1,009.14 
MPLX MPLX LP
+0.36%
+$2,443.35 
SPY SPDR S&P 500 ETF Trust
+0.34%
+$4,315.01 
OXY Occidental Petroleum Corporation
+0.32%
+$844.6 
FERG Ferguson Enterprises Inc
+0.32%
+$667.44 
VOO Vanguard S&P 500 ETF
+0.31%
+$1,630.19 
DISV Dimensional International Small Cap Equity Fund
+0.3%
+$19,258.72 
GPIX S&P 500 Core Premium Income Fund
+0.25%
+$7,268.94 
AOK iShares Core Conservative Allocation ETF
+0.22%
+$4,628.88 
NRP Natural Resource Partners L.P.
+0.21%
+$480 
QUAL iShares MSCI USA Quality Factor ETF
+0.21%
+$3,067.22 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.21%
+$476.52 
CSCO Cisco Systems, Inc.
+0.2%
+$32,195.31 
EWW iShares MSCI Mexico ETF
+0.19%
+$968.8 
MCHI iShares MSCI China ETF
+0.18%
+$563.04 
IGE iShares North American Natural Resources ETF
+0.16%
+$363.62 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.14%
+$1,985.55 
EMBX VanEck Emerging Markets Bond ETF
+0.14%
+$11,451.51 
CNQ Canadian Natural Resources Limited
+0.11%
+$1,592.88 
VDE Vanguard Energy ETF
+0.08%
+$407.67 
XLI Industrial Select Sector SPDR Fund
+0.07%
+$494.52 
AMZN Amazon.com Inc
+0.07%
+$9,406.08 
TDG TransDigm Group Inc.
+0.05%
+$170.82 
IEMG iShares Core MSCI Emerging Markets ETF
+0.04%
+$5,181.9 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$373.43 
EEM iShares MSCI Emerging Markets ETF
+0.02%
+$815.54 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$60.3 
SHV iShares Short Treasury Bond ETF
+0.01%
+$73.63 
CDNMF EGR Exploration Ltd.
0%
$0 
KROP Global X AgTech & Food Innovation UCITS ETF USD Acc
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
DVA DaVita Inc.
-6.23%
-$32,713.17 
GE General Electric Company
-3.67%
-$15,574.65 
LRCX Lam Research Corporation
-3.21%
-$15,697.48 
ETN Eaton Corporation plc
-2.43%
-$5,788.15 
GEV GE Vernova Inc.
-1.99%
-$45,782.03 
NFLX Netflix, Inc.
-1.66%
-$7,308 
ET Energy Transfer L.P.
-1.66%
-$19,800 
META Meta Platforms Inc Class A
-1.59%
-$10,943.82 
FCX Freeport-McMoRan Inc.
-1.26%
-$4,919.2 
BWXT Bwx Technologies Inc.
-1.17%
-$1,863.47 
GOOGL Alphabet Inc
-1.13%
-$531,755.84 
GOOG Alphabet Inc
-1.1%
-$239,272 
PWRD TCW Transform Systems ETF
-1.04%
-$56,897.98 
XME SPDR S&P Metals & Mining ETF
-1.01%
-$21,406.74 
AAPL Apple Inc.
-1%
-$158,811.04 
ANET Arista Networks, Inc.
-0.96%
-$13,603.04 
HEI Heico Corporation
-0.96%
-$7,252.02 
PLTR Palantir Technologies Inc.
-0.8%
-$5,262.22 
AEM Agnico Eagle Mines Limited
-0.72%
-$17,312.8 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.66%
-$4,090.46 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.6%
-$5,484.08 
WPM Wheaton Precious Metals Corp.
-0.58%
-$2,888.8 
GLD SPDR Gold Shares
-0.54%
-$76,435.09 
IAU iShares Gold Trust
-0.53%
-$18,732.9 
XAR SPDR S&P Aerospace & Defense ETF
-0.51%
-$4,241.94 
AGI Alamos Gold Inc.
-0.47%
-$710.7 
GDX VanEck Gold Miners ETF
-0.43%
-$93,220.15 
SMH VanEck Semiconductor ETF
-0.38%
-$98,037.8 
PAAS Pan American Silver Corp.
-0.32%
-$980 
MSFT Microsoft Corp.
-0.31%
-$22,974.88 
SCJ iShares MSCI Japan Small-Cap ETF
-0.29%
-$6,551.61 
NVDA NVIDIA Corporation
-0.29%
-$8,760.54 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$2,229.76 
URA Global X Uranium ETF
-0.26%
-$17,262.9 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.25%
-$49,606.1 
RAAX VanEck Real Assets ETF
-0.25%
-$9,034.2 
PIT VanEck Commodity Strategy ETF
-0.24%
-$9,848.4 
XOM Exxon Mobil Corporation
-0.24%
-$1,851.36 
HL Hecla Mining Company
-0.2%
-$1,146.06 
NJUL Innovator Growth 100 Power Buffer ETF
-0.18%
-$600.73 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
-0.16%
-$325 
VGT Vanguard Information Technology ETF
-0.11%
-$634.4 
QQQ Invesco QQQ Trust, Series 1
-0.1%
-$1,740.32 
BP BP p.l.c. Sponsored ADR
-0.1%
-$432.9 
COST Costco Wholesale Corporation
-0.09%
-$1,156.45 
NLR VanEck Uranium and Nuclear ETF
-0.09%
-$136 
DHR Danaher Corporation
-0.09%
-$305.12 
AVGO Broadcom Inc.
-0.07%
-$223.08 Events
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Dividends
Dividend Analysis
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| Trades 3565 | Longs Won 2180/3565 61% | Profit Factor 2.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $561,438.1 |
| Average Win $159,340.24 | Best Trade (Oct 21) $19.57M | Sharpe Ratio -10.42 |
| Average Loss -$95,462.22 | Worst Trade (Mar 31) -$5.69M | Z-Score -5.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 4d | Expectancy $60,349.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 46,166 | $7.7M | $15.67M | - | $7.97M | 103.44% | -1.003% |
| AEM Agnico Eagle Mines Limited | 12,730 | $1.05M | $2.37M | - | $1.32M | 125.28% | -0.725% |
| AGI Alamos Gold Inc. | 4,738 | $182,792 | $150,810.54 | - | -$31,981.46 | -17.5% | -0.469% |
| AMGN Amgen Inc. | 12,357 | $4.04M | $5.42M | - | $1.38M | 34.1% | +3.295% |
| AMZN Amazon.com Inc | 52,256 | $8.29M | $13.72M | - | $5.43M | 65.46% | +0.069% |
| ANET Arista Networks, Inc. | 7,729 | $854,286.25 | $1.4M | - | $546,131.26 | 63.93% | -0.962% |
| AOK iShares Core Conservative Allocation ETF | 51,432 | $2.05M | $2.08M | - | $30,859.68 | 1.5% | +0.223% |
| APD Air Products and Chemicals, Inc. | 1,105 | $285,217.11 | $334,350.89 | - | $49,133.78 | 17.23% | +1.316% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 6,500 | $214,370 | $202,995 | - | -$11,375 | -5.31% | -0.16% |
| AVGO Broadcom Inc. | 1,014 | $283,198.46 | $339,051.18 | - | $55,852.72 | 19.72% | -0.066% |
| BMO Bank of Montreal | 3,425 | $334,554 | $573,584.75 | - | $239,030.75 | 71.45% | +0.873% |
| BP BP p.l.c. Sponsored ADR | 8,658 | $406,926 | $427,618.62 | - | $20,692.62 | 5.09% | -0.101% |
| BRK-B Berkshire Hathaway Inc. | 4,649 | $2.34M | $2.51M | - | $172,438.39 | 7.38% | +1.426% |
| BWXT Bwx Technologies Inc. | 1,172 | $239,662 | $157,329.29 | - | -$82,332.71 | -34.35% | -1.171% |
| CDNMF EGR Exploration Ltd. | 3,414 | $99.01 | $37.55 | - | -$61.46 | -62.07% | 0.0 |
| CNQ Canadian Natural Resources Limited | 26,548 | $934,517.62 | $1.44M | - | $503,853.02 | 53.92% | +0.111% |
| COST Costco Wholesale Corporation | 1,257 | $1.07M | $1.25M | - | $178,339.47 | 16.64% | -0.092% |
| CSCO Cisco Systems, Inc. | 153,311 | $8.47M | $16.36M | - | $7.89M | 93.07% | +0.197% |
| CVX Chevron Corporation | 51,236 | $10.52M | $11.56M | - | $1.05M | 9.94% | +0.597% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 18,668 | $1.15M | $1.86M | - | $709,468.67 | 61.9% | +0.587% |
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FAQ
Which stocks have generated the highest profits for Ross Revenaugh?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $16.36M, VanEck Gold Miners ETF - $12.22M, Alphabet Inc - $7.32M, Amazon.com Inc - $7.28M, and JPMorgan U.S. Quality Factor ETF - $5.85M. 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: ProShares UltraPro Short S&P 500 Fund - $5.01M, Direxion Daily S&P 500 Bear 3X Shares - $4.99M, iShares MSCI Hong Kong ETF - $4.66M, iShares 20+ Year Treasury Bond ETF - $2.53M, and ProShares UltraShort MSCI EAFE - $2.34M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ross Revenaugh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.01M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.97M, iShares 20+ Year Treasury Bond ETF - $1.57M, ProShares UltraPro Short QQQ - $1.46M, Cisco Systems, Inc - $1.35M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.18M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ross Revenaugh's monthly returns?
Ross Revenaugh's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ross Revenaugh's strategy be considered aggressive or moderate?
Ross Revenaugh's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Ross Revenaugh's strategy?
Ross Revenaugh'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.
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