GMC
Gary M. Coon Portfolio
Invests via Finer Wealth Management Inc. | Managed by Gary M. Coon
Invests via Finer Wealth Management Inc.
Managed by Gary M. Coon
Automatically Tracked
Gary M. Coon Profile
Gary M. Coon stands out as an accomplished operating executive with extensive experience in the financial services sector. He has held key leadership roles that focus on driving operational excellence and enhancing profitability across various organizations. His background combines a deep understanding of market dynamics with a proven ability to implement effective business strategies that yield significant results. Through strategic initiatives and transformative projects, he has fostered growth within competitive environments, positioning businesses for long-term success. Coon’s influence spans across regions, making him a pivotal figure in shaping corporate development efforts in diverse markets.
Gary M. Coon stands out as an accomplished operating executive with extensive experience in the financial services sector. He has held key leadership roles that focus on driving operational excellence and enhancing profitability across various organizations. His background combines a deep understanding of market dynamics with a proven ability to implement effective business strategies that yield significant results. Through strategic initiatives and transformative projects, he has fostered growth within competitive environments, positioning businesses for long-term success. Coon’s influence spans across regions, making him a pivotal figure in shaping corporate development efforts in diverse markets.
Investment Philosophy & Strategy
Gary M. Coon exemplifies a dynamic leader with an emphasis on operational improvement and strategic foresight in investment decisions. Drawing from extensive experience in the financial services landscape, he prioritizes initiatives that enhance profitability while navigating competitive market shifts. His approach involves a keen analysis of business models to identify growth opportunities, backed by an entrepreneurial mindset that thrives on fostering transformative change within organizations. This multifaceted expertise enables him to orchestrate comprehensive strategies focused on sustainable long-term development across varying sectors.
Gary M. Coon exemplifies a dynamic leader with an emphasis on operational improvement and strategic foresight in investment decisions. Drawing from extensive experience in the financial services landscape, he prioritizes initiatives that enhance profitability while navigating competitive market shifts. His approach involves a keen analysis of business models to identify growth opportunities, backed by an entrepreneurial mindset that thrives on fostering transformative change within organizations. This multifaceted expertise enables him to orchestrate comprehensive strategies focused on sustainable long-term development across varying sectors.
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:
47.98%
Gain +1.33%
Monthly
0.68%
Yearly
8.47%
Drawdown
15.59%
$223.11M
Equity
Holdings
$223.11M
Investment
$131.92M
$90.47M
Profit +$3.77M
Realized
-$709,838.56
Unrealized
$91.18M
Dividends
$11.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.33%
Profit
$3.77M
Win %
74%
This Week
Compared To Last Week
Gain
-2.09%
Profit
-$4.76M
Win %
74%
This Month
Compared to last month
Gain
-2.85%
Profit
-$6.54M
Win %
74%
This Year
Compared to last year
Gain
5.45%
Profit
$12M
Win %
74%
MU Micron Technology, Inc.
+11%
+$270,812.68 
INTC Intel Corporation
+9.53%
+$166,361.98 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$255,156.92 
SCCO Southern Copper Corporation
+8.2%
+$25,786.24 
AMD Advanced Micro Devices, Inc.
+8.18%
+$824,509.66 
UAMY United States Antimony Corporation
+6.27%
+$6,947.94 
SLV iShares Silver Trust
+5.82%
+$41,602 
TXN Texas Instruments Inc
+5.61%
+$30,797.86 
LAES Sealsq Corp
+5.1%
+$15,569.91 
CAT Caterpillar Inc.
+4.66%
+$396,966.04 
LMT Lockheed Martin Corporation
+4.49%
+$49,612.28 
TSLA Tesla, Inc.
+4.47%
+$119,317.64 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.16%
+$16,779.09 
RTX RTX Corporation
+3.69%
+$49,911 
AVGO Broadcom Inc.
+3.68%
+$56,238.5 
ETHE Grayscale Ethereum Trust ETF
+3.34%
+$19,184 
SCHA Schwab U.S. Small-Cap ETF
+3.33%
+$17,176.14 
GLD SPDR Gold Shares
+3.25%
+$59,937.3 
GS The Goldman Sachs Group, Inc.
+3.07%
+$20,763.01 
IBB iShares Biotechnology ETF
+2.87%
+$38,018.2 
GBTC Grayscale Bitcoin Trust ETF
+2.83%
+$29,608.56 
BTC Grayscale Bitcoin Mini Trust ETF
+2.81%
+$12,886.72 
IBIT iShares Bitcoin Trust
+2.81%
+$70,303.25 
BMY Bristol-Myers Squibb Company
+2.55%
+$7,102.84 
PFE Pfizer Inc.
+2.42%
+$6,970.66 
NVDA NVIDIA Corporation
+2.42%
+$401,434.5 
CSCO Cisco Systems, Inc.
+2.41%
+$46,715.24 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$106,232.62 
LLY Eli Lilly and Company
+2.31%
+$346,423.6 
HD The Home Depot, Inc.
+2.31%
+$9,363.89 
EIRL iShares MSCI Ireland ETF
+2.26%
+$35,631.08 
DIS The Walt Disney Company
+1.95%
+$6,231.23 
HBR Canary HBAR ETF Trust
+1.89%
+$4,000 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$17,080.54 
IVV iShares Core S&P 500 ETF
+1.75%
+$8,643.68 
MRK Merck & Co., Inc.
+1.66%
+$89,803.08 
DE Deere & Company
+1.61%
+$10,953.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.46%
+$5,884.32 
AAPL Apple Inc.
+1.44%
+$287,724.71 
AMZN Amazon.com Inc
+1.37%
+$144,046.5 
JPM JPMorgan Chase & Co.
+1.35%
+$88,075.31 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$6,099.98 
IBM International Business Machines Corporation
+1.26%
+$3,453.77 
BAC Bank of America Corporation
+1.04%
+$8,938.17 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$2,731.41 
MCD McDonald's Corporation
+0.97%
+$29,178.35 
APD Air Products and Chemicals, Inc.
+0.93%
+$2,549.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$11,816.31 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$2,396.8 
KHC The Kraft Heinz Company
+0.79%
+$2,767.16 
BTI British American Tobacco p.l.c. ADR
+0.66%
+$6,621.75 
GOOG Alphabet Inc
+0.64%
+$12,866.97 
PLTR Palantir Technologies Inc.
+0.58%
+$13,429.78 
ISRG Intuitive Surgical, Inc.
+0.55%
+$1,062.49 
VZ Verizon Communications Inc.
+0.36%
+$11,836.42 
WFC Wells Fargo & Company
+0.35%
+$924.23 
GOOGL Alphabet Inc
+0.33%
+$41,503.64 
ABBV AbbVie Inc.
+0.28%
+$1,483.52 
CMSD CMS Energy Corp. 5.875% Preferred Stock
+0.22%
+$450 
XEL Xcel Energy Inc.
+0.19%
+$1,641.32 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$2,510.39 
JNJ Johnson & Johnson
+0.15%
+$1,497.72 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$136.96 
WKEY
0%
$0 
USO United States Oil Fund, LP
-4.18%
-$14,322.33 
XOM Exxon Mobil Corporation
-2.7%
-$103,022.5 
MO Altria Group, Inc.
-2.27%
-$43,362.52 
CRM Salesforce Inc
-2.16%
-$39,665.82 
CVX Chevron Corporation
-2%
-$58,453.17 
MSFT Microsoft Corp.
-1.72%
-$219,645.65 
PM Philip Morris International Inc.
-1.05%
-$2,415.36 
V Visa Inc. Class A
-0.99%
-$2,405.25 
KO The Coca-Cola Company
-0.97%
-$22,386.78 
ET Energy Transfer L.P.
-0.92%
-$4,365.4 
NFLX Netflix, Inc.
-0.9%
-$3,796.2 
COST Costco Wholesale Corporation
-0.83%
-$6,305.28 
SCHW Charles Schwab Corporation
-0.72%
-$20,748.16 
ES Eversource Energy
-0.6%
-$3,667.77 
META Meta Platforms Inc Class A
-0.47%
-$37,381.22 
SO The Southern Company
-0.44%
-$1,382.1 
UNH UnitedHealth Group Incorporated
-0.32%
-$2,885.09 
PEP PepsiCo, Inc.
-0.28%
-$6,267.36 
WMT Walmart Inc.
-0.23%
-$13,763.68 
PG Procter & Gamble Co
-0.21%
-$8,101.31 
CNP CenterPoint Energy Inc.
-0.17%
-$828.75 
T AT&T Inc.
-0.02%
-$658.54 Events
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Dividends
Dividend Analysis
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| Trades 1240 | Longs Won 742/1240 59% | Profit Factor 5.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $528,567.07 |
| Average Win $146,500.58 | Best Trade (Jun 11) $11.75M | Sharpe Ratio -9.6 |
| Average Loss -$36,608.71 | Worst Trade (Sep 30) -$849,192.33 | Z-Score -0.21 (16.36%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w | Expectancy $72,961.53 |
| 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 | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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