Thomas Dobbins Portfolio
Invests via New Republic Capital, LLC | Managed by John P. Alar, Samuel B. Bowles, Thomas K. Hoops, Nirav D. Kachalia, B. Pearson Pendergrass, Michael P. Phipps, CAIA, C. Brett Scott, CFA, CAIA
Invests via New Republic Capital, LLC
Managed by John P. Alar, Samuel B. Bowles, Thomas K. Hoops, Nirav D. Kachalia, B. Pearson Pendergrass, Michael P. Phipps, CAIA, C. Brett Scott, CFA, CAIA
Automatically Tracked
Thomas Dobbins Profile
Seasoned investor and operating executive focused on value-oriented private equity and growth investments across technology, industrials and healthcare. Thomas Dobbins combines prior investment banking and corporate operating experience to lead carve-outs, operational turnarounds and board-level strategy. Active in deal sourcing, portfolio transformation and capital structure optimization, he is known for hands-on governance and exit-driven value creation. Frequent collaborator with PE sponsors, management teams and institutional investors.
Seasoned investor and operating executive focused on value-oriented private equity and growth investments across technology, industrials and healthcare. Thomas Dobbins combines prior investment banking and corporate operating experience to lead carve-outs, operational turnarounds and board-level strategy. Active in deal sourcing, portfolio transformation and capital structure optimization, he is known for hands-on governance and exit-driven value creation. Frequent collaborator with PE sponsors, management teams and institutional investors.
Investment Philosophy & Strategy
Value-driven private equity investor and operator specializing in technology, industrials and healthcare. Emphasizes carve-outs, operational turnarounds and capital structure optimization to convert underperforming assets into exit-ready businesses. Combines investment-banking rigor with hands-on governance, active board engagement and close collaboration with sponsors and management. Underwriting prioritizes cash-flow improvement, margin expansion and realistic exit pathways over multiple-year horizons, with disciplined leverage and tactical bolt-on growth.
Value-driven private equity investor and operator specializing in technology, industrials and healthcare. Emphasizes carve-outs, operational turnarounds and capital structure optimization to convert underperforming assets into exit-ready businesses. Combines investment-banking rigor with hands-on governance, active board engagement and close collaboration with sponsors and management. Underwriting prioritizes cash-flow improvement, margin expansion and realistic exit pathways over multiple-year horizons, with disciplined leverage and tactical bolt-on growth.
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:
88.86%
Gain -0.36%
Monthly
1.55%
Yearly
20.3%
Drawdown
20.19%
$444.23M
Equity
Holdings
$444.23M
Investment
$374.61M
$131.85M
Profit -$1.01M
Realized
$62.23M
Unrealized
$69.62M
Dividends
$14.87M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$1.01M
Win %
72%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$2.39M
Win %
72%
This Month
Compared to last month
Gain
1.04%
Profit
$4.55M
Win %
72%
This Year
Compared to last year
Gain
2.8%
Profit
$12.1M
Win %
71%
MTDR Matador Resources Company
+5.58%
+$14,643 
WIT Wipro Limited American Depositary Receipt
+3.21%
+$644.22 
KMI Kinder Morgan, Inc.
+3.02%
+$77,359.59 
BTI British American Tobacco p.l.c. ADR
+2.74%
+$7,075.5 
TTE TotalEnergies SE
+2.72%
+$7,789.12 
FDXF FedEx Freight Holding Company Inc.
+2.68%
+$4,824.8 
COP ConocoPhillips
+2.55%
+$11,305.26 
LMT Lockheed Martin Corporation
+2.29%
+$10,470.49 
RTX RTX Corporation
+2.28%
+$71,384.99 
SHEL Shell plc
+2.27%
+$15,878 
F Ford Motor Company
+2.23%
+$5,149.93 
PM Philip Morris International Inc.
+2.02%
+$12,369.64 
PEP PepsiCo, Inc.
+1.99%
+$8,524.65 
UL Unilever PLC Sponsored American Depositary Receipt
+1.95%
+$6,879.6 
CMCSA Comcast Corp
+1.88%
+$12,647.27 
CVX Chevron Corporation
+1.86%
+$29,715 
IYE iShares U.S. Energy ETF
+1.81%
+$373.38 
TJX The TJX Companies, Inc.
+1.74%
+$14,545.44 
SO The Southern Company
+1.72%
+$5,286.54 
MDLZ Mondelez International, Inc.
+1.63%
+$5,357.04 
DUK Duke Energy Corporation
+1.62%
+$29,802.85 
USB U.S. Bancorp
+1.59%
+$10,940.66 
ROK Rockwell Automation, Inc.
+1.56%
+$5,550.6 
NEM Newmont Corporation
+1.56%
+$4,985.41 
XOM Exxon Mobil Corporation
+1.51%
+$26,914.9 
TM Toyota Motor Corporation
+1.49%
+$4,306.1 
FER Ferrovial SE
+1.47%
+$4,596.48 
GD General Dynamics Corporation
+1.44%
+$5,892.75 
TMUS T-Mobile US, Inc.
+1.39%
+$3,456.67 
TSN Tyson Foods Inc.
+1.38%
+$3,284.7 
MO Altria Group, Inc.
+1.37%
+$3,214.51 
COF Capital One Financial Corporation
+1.36%
+$4,274.1 
ET Energy Transfer L.P.
+1.36%
+$4,879.98 
LCNB Lcnb Corporation
+1.33%
+$4,372.25 
KO The Coca-Cola Company
+1.3%
+$14,820 
D Dominion Energy, Inc.
+1.29%
+$8,671.05 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.29%
+$14,963.66 
COST Costco Wholesale Corporation
+1.28%
+$40,879.74 
HLN Haleon Plc - ADR
+1.21%
+$2,315.52 
WMB The Williams Companies, Inc.
+1.2%
+$5,212.4 
EMLP First Trust North American Energy Infrastructure Fund
+1.19%
+$89,226.93 
C Citigroup Inc.
+1.19%
+$4,247.14 
HDV iShares Core High Dividend ETF
+1.17%
+$1,725 
JPM JPMorgan Chase & Co.
+1.14%
+$164,498.5 
PSX Phillips 66
+1.14%
+$4,444.94 
AWK American Water Works Company, Inc.
+1.13%
+$2,903.16 
NEE NextEra Energy, Inc.
+1.13%
+$16,346.63 
AON Aon plc
+1.11%
+$2,204.3 
BHP BHP Group Ltd.
+1.1%
+$3,905.22 
MRK Merck & Co., Inc.
+1.1%
+$18,243.2 
LIN Linde plc
+1.1%
+$4,499.86 
GE General Electric Company
+1.1%
+$26,918.82 
HWM Howmet Aerospace Inc.
+1.08%
+$1,775.13 
ASO Academy Sports and Outdoors, Inc.
+1.08%
+$4,122.09 
HLT Hilton Worldwide Holdings Inc.
+1.05%
+$3,597.17 
VZ Verizon Communications Inc.
+1.04%
+$8,970.46 
ROST Ross Stores, Inc.
+1.02%
+$2,844 
BLK BlackRock, Inc.
+1.01%
+$7,462 
WFC Wells Fargo & Company
+1.01%
+$8,885.52 
SYK Stryker Corporation
+0.98%
+$2,132.01 
RNR Renaissancere Holdings Ltd.
+0.97%
+$9,330.25 
KR Kroger Co.
+0.93%
+$17,409.01 
KHC The Kraft Heinz Company
+0.88%
+$9,730.74 
TXN Texas Instruments Inc
+0.88%
+$10,555.86 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$72.2 
PG Procter & Gamble Co
+0.85%
+$17,001.89 
ITA iShares U.S. Aerospace & Defense ETF
+0.85%
+$195.36 
CMI Cummins Inc.
+0.85%
+$1,815.04 
LOW Lowe's Companies Inc.
+0.82%
+$2,206.4 
HD The Home Depot, Inc.
+0.81%
+$14,736.27 
LLY Eli Lilly and Company
+0.79%
+$29,664.92 
NKE Nike, Inc. - Class B
+0.78%
+$1,787.56 
PGR Progressive Corporation
+0.77%
+$2,604.03 
IYM iShares U.S. Basic Materials ETF
+0.77%
+$252 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$7.02 
ORLY O'Reilly Automotive Inc.
+0.75%
+$1,566.08 
WMT Walmart Inc.
+0.73%
+$9,608.78 
ACN Accenture plc Class A
+0.71%
+$2,985.84 
DLR Digital Realty Trust, Inc.
+0.68%
+$8,971.41 
AAPL Apple Inc.
+0.68%
+$439,716.56 
TT Trane Technologies plc
+0.66%
+$1,881.36 
ING ING Groep N.V. Sponsored ADR
+0.65%
+$1,963.81 
KMB Kimberly-Clark Corporation
+0.64%
+$5,777.52 
IDV iShares International Select Dividend ETF
+0.64%
+$3,579.66 
CI The Cigna Group
+0.6%
+$2,225 
JNJ Johnson & Johnson
+0.59%
+$12,175.45 
DRI Darden Restaurants, Inc.
+0.59%
+$1,894.84 
V Visa Inc. Class A
+0.57%
+$16,261 
T AT&T Inc.
+0.57%
+$1,413.05 
ISRG Intuitive Surgical, Inc.
+0.56%
+$2,027.77 
ITW Illinois Tool Works Inc.
+0.5%
+$1,143.45 
TPR Tapestry Inc.
+0.49%
+$998.28 
CB Chubb Limited
+0.49%
+$1,542.83 
ABBV AbbVie Inc.
+0.49%
+$5,431.72 
NVS Novartis AG Sponsored ADR
+0.48%
+$2,684.88 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$12,787.42 
PH Parker-Hannifin Corporation
+0.45%
+$2,129.63 
ILOW AB International Low Volatility Equity ETF
+0.45%
+$12,201.81 
APD Air Products and Chemicals, Inc.
+0.43%
+$1,463.04 
SPGI S&P Global Inc.
+0.41%
+$3,011.11 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.4%
+$589.05 
IEV iShares Europe ETF
+0.37%
+$441.49 
ASML ASML Holding N.V. New York Registry Shares
+0.36%
+$4,966.55 
HSBC HSBC Holdings plc Sponsored ADR
+0.36%
+$2,400.74 
DIS The Walt Disney Company
+0.35%
+$4,759.95 
GPC Genuine Parts Company
+0.34%
+$981.92 
PPG PPG Industries Inc.
+0.33%
+$789.12 
SPG Simon Property Group, Inc.
+0.33%
+$1,042.52 
PFE Pfizer Inc.
+0.32%
+$2,429.53 
RAAX VanEck Real Assets ETF
+0.32%
+$16,983.07 
RY Royal Bank of Canada
+0.31%
+$813.75 
GEV GE Vernova Inc.
+0.31%
+$3,541.58 
AXP American Express Company
+0.3%
+$1,138.36 
EFV iShares MSCI EAFE Value ETF
+0.29%
+$426.19 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$387.39 
BCS Barclays PLC Sponsored ADR
+0.26%
+$469.08 
ADI Analog Devices, Inc.
+0.26%
+$2,362.48 
TRV The Travelers Companies, Inc.
+0.26%
+$768.31 
KEY KeyCorp
+0.25%
+$904.65 
IVLU iShares MSCI International Value Factor ETF
+0.25%
+$336.52 
VYMI Vanguard International High Dividend Yield Index Fund
+0.25%
+$3,006.75 
XLF Financial Select Sector SPDR Fund
+0.24%
+$217.89 
VTV Vanguard Value ETF
+0.24%
+$1,623.24 
VYM Vanguard High Dividend Yield ETF
+0.24%
+$2,725.36 
TOWN TowneBank
+0.23%
+$516.24 
BAC Bank of America Corporation
+0.22%
+$4,924.76 
VOE Vanguard Mid-Cap Value ETF
+0.21%
+$319.29 
ADP Automatic Data Processing Inc.
+0.21%
+$594.61 
MPC Marathon Petroleum Corporation
+0.2%
+$791.03 
MCD McDonald's Corporation
+0.19%
+$629.33 
VNQ Vanguard Real Estate ETF
+0.19%
+$1,498.04 
AMGN Amgen Inc.
+0.18%
+$3,972.8 
IYR iShares U.S. Real Estate ETF
+0.17%
+$11.92 
FCX Freeport-McMoRan Inc.
+0.17%
+$622.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.13%
+$400.08 
ABT Abbott Laboratories
+0.12%
+$823.68 
SBUX Starbucks Corporation
+0.11%
+$517.77 
BSX Boston Scientific Corporation
+0.11%
+$235.95 
PNFP Pinnacle Financial Partners Inc.
+0.11%
+$375.7 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.09%
+$15.56 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.09%
+$106.34 
IEFA iShares Core MSCI EAFE ETF
+0.07%
+$1,803.83 
TIP iShares TIPS Bond ETF
+0.07%
+$0.7 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$603.08 
IVE ISHARES S&P 500 VALUE ETF
+0.05%
+$348.84 
BA Boeing Company
+0.05%
+$151.34 
DMBS DoubleLine Mortgage ETF
+0.04%
+$3,106.26 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.04%
+$1.98 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.04%
+$181.46 
EFA iShares MSCI EAFE ETF
+0.04%
+$2,437.4 
GDX VanEck Gold Miners ETF
+0.03%
+$11.55 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$2.73 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
FTNT Fortinet Inc.
-7.84%
-$21,133.87 
PANW Palo Alto Networks, Inc.
-7.67%
-$81,393.84 
CRWD CrowdStrike Holdings, Inc.
-7.12%
-$24,638.41 
DDOG Datadog, Inc. Class A Common Stock
-7.11%
-$18,295.64 
PLTR Palantir Technologies Inc.
-6.57%
-$52,838.04 
DFTX Definium Therapeutics, Inc.
-5.81%
-$10,298.25 
HPE Hewlett Packard Enterprise Company
-5.69%
-$15,574.45 
STX Seagate Technology Holdings plc
-5.51%
-$10,591.8 
NOW ServiceNow, Inc.
-4.76%
-$23,521.89 
SNDK SanDisk Corporation
-4.59%
-$16,780.1 
WDC Western Digital Corporation
-4.57%
-$13,691.49 
INTC Intel Corporation
-4.05%
-$35,959.76 
BAI iShares A.I. Innovation and Tech Active ETF
-3.67%
-$6,420.85 
SNPS Synopsys, Inc.
-3.66%
-$10,152.79 
MU Micron Technology, Inc.
-3.66%
-$87,185.1 
AMD Advanced Micro Devices, Inc.
-3.62%
-$94,231.53 
ANET Arista Networks, Inc.
-3.6%
-$12,431.48 
LRCX Lam Research Corporation
-3.48%
-$36,736.29 
ORCL Oracle Corporation
-3.47%
-$28,178.78 
GLW Corning Incorporated
-3.19%
-$19,916.47 
AVGO Broadcom Inc.
-3.15%
-$128,085.44 
CRSP Crispr Therapeutics AG
-3.12%
-$9,260.72 
MRVL Marvell Technology, Inc.
-3.03%
-$6,900.65 
AMAT Applied Materials, Inc.
-3%
-$25,342.35 
TER Teradyne, Inc.
-2.85%
-$5,655.72 
KLAC KLA Corporation
-2.83%
-$28,968.22 
DELL Dell Technologies Inc.
-2.77%
-$8,508.39 
META Meta Platforms Inc Class A
-2.66%
-$99,943.84 
NFLX Netflix, Inc.
-2.46%
-$20,780.11 
IGM iShares Expanded Tech Sector ETF
-2.44%
-$16.08 
CRM Salesforce Inc
-2.44%
-$19,009.66 
VRT Vertiv Holdings Co
-2.26%
-$3,023.28 
SCHW Charles Schwab Corporation
-2.17%
-$10,293.84 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$14,064 
IYW iShares U.S. Technology ETF
-2.09%
-$4,133.24 
XPH SPDR S&P Pharmaceuticals ETF
-2.09%
-$444.47 
IWO iShares Russell 2000 Growth ETF
-2.05%
-$71.4 
IWP iShares Russell Mid-Cap Growth ETF
-2.05%
-$3,183.76 
PBW Invesco WilderHill Clean Energy ETF
-2.02%
-$21.73 
MSFT Microsoft Corp.
-2.02%
-$249,499.11 
VGT Vanguard Information Technology ETF
-1.99%
-$6,304.96 
MTUM iShares MSCI USA Momentum Factor ETF
-1.94%
-$2,431.9 
NOK Nokia Corporation Sponsored ADR
-1.93%
-$2,606.65 
GOOGL Alphabet Inc
-1.86%
-$128,161.51 
CSCO Cisco Systems, Inc.
-1.85%
-$66,742.34 
GOOG Alphabet Inc
-1.74%
-$73,188 
ETN Eaton Corporation plc
-1.73%
-$7,649.05 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$8,050.69 
DE Deere & Company
-1.65%
-$6,138.24 
TSLA Tesla, Inc.
-1.64%
-$30,442.5 
UNH UnitedHealth Group Incorporated
-1.57%
-$17,071.63 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$403.2 
XSMO Invesco S&P SmallCap Momentum ETF
-1.54%
-$307.5 
VXF Vanguard Extended Market ETF
-1.52%
-$1,151.28 
IWF iShares Russell 1000 Growth ETF
-1.52%
-$9,500.4 
IWY iShares Russell Top 200 Growth ETF
-1.51%
-$1,741.95 
CNC Centene Corporation
-1.5%
-$3,367.62 
VONG Vanguard Russell 1000 Growth Fund
-1.5%
-$7,889.8 
APH Amphenol Corporation
-1.47%
-$18,792 
VUG Vanguard Growth ETF
-1.46%
-$27,381.62 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.44%
-$357.2 
PWR Quanta Services Inc.
-1.41%
-$7,865.44 
HCA HCA Healthcare Inc.
-1.4%
-$6,261.21 
BDX Becton, Dickinson and Company
-1.38%
-$4,191.88 
VTWO Vanguard Russell 2000 ETF
-1.38%
-$2,998.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.35%
-$8,823.95 
IWM iShares Russell 2000 ETF
-1.35%
-$16,071.66 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.34%
-$27.6 
IUSG iShares Core S&P U.S. Growth ETF
-1.34%
-$361.2 
BX Blackstone Inc.
-1.33%
-$4,686.4 
AMZN Amazon.com Inc
-1.3%
-$83,926.07 
EEM iShares MSCI Emerging Markets ETF
-1.27%
-$22,347.3 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$12,604.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.21%
-$10,543.6 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$14,911.86 
EQIX Equinix, Inc.
-1.14%
-$4,029.25 
SAN Banco Santander S.A. Sponsored ADR
-1.11%
-$5,533.2 
TGT Target Corporation
-1.08%
-$11,879.01 
BLCR iShares Large Cap Core ACT ETF
-1.07%
-$1,688.05 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$3,384.92 
EMR Emerson Electric Co.
-1.04%
-$21,038.22 
UBER Uber Technologies, Inc.
-1.04%
-$3,685.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$6,900.32 
IBIT iShares Bitcoin Trust
-1.02%
-$15,659.8 
GNRC Generac Holdings Inc.
-1%
-$3,351.14 
SCHE Schwab Emerging Markets Equity ETF
-0.97%
-$1,360.45 
VLUE iShares MSCI USA Value Factor ETF
-0.95%
-$416.64 
VB Vanguard Small-Cap ETF
-0.95%
-$3,499.86 
SMMD iShares Russell 2500 ETF
-0.93%
-$770.4 
AZN AstraZeneca PLC American Depositary Shares
-0.93%
-$4,574.78 
JCI Johnson Controls International plc
-0.92%
-$2,579.92 
GBTC Grayscale Bitcoin Trust ETF
-0.91%
-$5,773 
KSS Kohl's Corporation
-0.89%
-$5,805.6 
QCOM QUALCOMM Incorporated
-0.89%
-$5,960.87 
MGC Vanguard Mega Cap ETF
-0.83%
-$5,925.62 
SAP SAP SE Sponsored ADR
-0.83%
-$5,341.92 
SCHB Schwab U.S. Broad Market ETF
-0.83%
-$3,621.84 
FDX FedEx Corporation
-0.82%
-$7,954.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.79%
-$29,938.02 
IWR iShares Russell Mid-Cap ETF
-0.78%
-$894.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$92.3 
VTHR Vanguard Russell 3000 ETF
-0.77%
-$3,231.8 
IWV ISHARES RUSSELL 3000 ETF
-0.76%
-$73,210.58 
ESGU iShares ESG Aware MSCI USA ETF
-0.73%
-$891.56 
OEF iShares S&P 100 ETF
-0.73%
-$11.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.73%
-$3,296.14 
THRO iShares U.S. Thematic Rotation Active ETF
-0.72%
-$925.76 
IWB iShares Russell 1000 ETF
-0.72%
-$5,262.26 
IVV iShares Core S&P 500 ETF
-0.72%
-$40,718.75 
IWN iShares Russell 2000 Value ETF
-0.71%
-$21 
QLTY GMO U.S. Quality ETF
-0.71%
-$168,863.62 
SPY SPDR S&P 500 ETF Trust
-0.71%
-$58,446.74 
PRN Invesco Dorsey Wright Industrials ETF
-0.7%
-$238 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.69%
-$1,584.45 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$205.38 
IJR iShares Core S&P Small-Cap ETF
-0.69%
-$10,446.03 
MCO Moody's Corporation
-0.67%
-$4,719.75 
PRU Prudential Financial, Inc.
-0.66%
-$2,644.61 
GILD Gilead Sciences Inc.
-0.65%
-$3,396.19 
UPS United Parcel Service, Inc.
-0.64%
-$5,303.97 
VT Vanguard Total World Stock ETF
-0.64%
-$3,265.02 
VOO Vanguard S&P 500 ETF
-0.64%
-$13,028.25 
IBM International Business Machines Corporation
-0.61%
-$8,813.09 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$5,009.06 
MMM 3M Company
-0.59%
-$8,004.44 
BBY Best Buy Co., Inc.
-0.58%
-$2,464 
ACWI iShares MSCI ACWI ETF
-0.58%
-$2,744.43 
QUAL iShares MSCI USA Quality Factor ETF
-0.58%
-$7,432.94 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.56%
-$2,293.9 
GS The Goldman Sachs Group, Inc.
-0.55%
-$5,073.87 
AOA iShares Core Aggressive Allocation ETF
-0.49%
-$2,074.08 
PLD Prologis Inc.
-0.49%
-$1,479.94 
BKNG Booking Holdings Inc.
-0.48%
-$1,415.68 
UNP Union Pacific Corporation
-0.47%
-$1,603.43 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.43%
-$80.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.41%
-$205.26 
VO Vanguard Mid-Cap ETF
-0.41%
-$117.48 
ALC Alcon Inc.
-0.41%
-$960.93 
CSX CSX Corporation
-0.4%
-$4,661.28 
DHR Danaher Corporation
-0.39%
-$1,000.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$1,273.27 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.37%
-$426.02 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.37%
-$19.32 
ASND Ascendis Pharma A/S
-0.36%
-$5,123.09 
GLD SPDR Gold Shares
-0.35%
-$1,185.9 
IJS iShares S&P Small-Cap 600 Value ETF
-0.34%
-$1,478.29 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$1,781.58 
IWS iShares Russell Mid-Cap Value ETF
-0.32%
-$1,369.98 
CP Canadian Pacific Kansas City Limited
-0.31%
-$4,845.42 
ICLN iShares Global Clean Energy ETF
-0.3%
-$0.45 
IALT iShares Systematic Alternatives Active ETF
-0.3%
-$312.48 
IAU iShares Gold Trust
-0.3%
-$10,553.61 
NVDA NVIDIA Corporation
-0.29%
-$34,371.84 
CORO Ishares International Country Rotational Active ETF
-0.29%
-$486.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.29%
-$9,693.92 
MS Morgan Stanley
-0.29%
-$54,736.25 
NVO Novo Nordisk A/S Sponsored ADR
-0.28%
-$845.79 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$341.12 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$0.66 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.27%
-$20.58 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.25%
-$271.61 
IYH iShares U.S. Healthcare ETF
-0.24%
-$137.88 
EWJ iShares MSCI Japan ETF
-0.24%
-$18,719.01 
MBB iShares MBS ETF
-0.24%
-$321.86 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.23%
-$4.38 
NSC Norfolk Southern Corporation
-0.22%
-$14,684.92 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$560.28 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$754.25 
VST Vistra Corp
-0.2%
-$396 
EFG iShares MSCI EAFE Growth ETF
-0.19%
-$343.62 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.17%
-$310.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$434.08 
UBS UBS Group AG
-0.17%
-$637.76 
ELV Elevance Health, Inc.
-0.17%
-$379.84 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$2.99 
MUB iShares National Muni Bond ETF
-0.16%
-$121.94 
MFG Mizuho Financial Group Inc. ADR
-0.15%
-$446.71 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.15%
-$871.95 
WELL Welltower Inc.
-0.14%
-$625.92 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.14%
-$793.38 
CVS CVS Health Corporation
-0.13%
-$486.48 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$2.16 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.12%
-$4.81 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$619 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$124.78 
NMR Nomura Holdings Inc. Sponsored ADR
-0.11%
-$111.3 
IWD iShares Russell 1000 Value ETF
-0.1%
-$735.74 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$138.17 
MA Mastercard Incorporated
-0.09%
-$1,058.22 
BMY Bristol-Myers Squibb Company
-0.07%
-$707.92 
KRE SPDR S&P Regional Banking ETF
-0.05%
-$2.77 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$1.35 
PVAL Putnam Focused Large Cap Value ETF
-0.04%
-$1,174.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$528.38 
VIG Vanguard Dividend Appreciation ETF
-0.02%
-$82.1 
CAT Caterpillar Inc.
-0.01%
-$501.98 
IWX iShares Russell Top 200 Value ETF
-0.01%
-$2.1 
XLI Industrial Select Sector SPDR Fund
0%
-$2.46 Events
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Dividends
Dividend Analysis
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| Trades 3051 | Longs Won 2192/3051 71% | Profit Factor 8.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,259.9 |
| Average Win $68,262.16 | Best Trade (Dec 31) $14.23M | Sharpe Ratio -10.56 |
| Average Loss -$20,702.47 | Worst Trade (Oct 16) -$821,870.28 | Z-Score 12.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $43,214.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 189,533 | $53.75M | $65.26M | - | $11.51M | 21.41% | +0.678% |
| ABBV AbbVie Inc. | 3,936 | $826,102.13 | $1.12M | - | $294,791.95 | 35.68% | +0.487% |
| ABT Abbott Laboratories | 6,336 | $770,509.01 | $664,076.16 | - | -$106,432.85 | -13.81% | +0.124% |
| ACN Accenture plc Class A | 1,872 | $455,247.59 | $424,036.08 | - | -$31,211.51 | -6.86% | +0.709% |
| ACWI iShares MSCI ACWI ETF | 2,951 | $284,256.17 | $467,143.3 | - | $182,887.13 | 64.34% | -0.584% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 673 | $47,134.17 | $50,027.45 | - | $2,893.28 | 6.14% | -0.409% |
| ADI Analog Devices, Inc. | 2,250 | $607,210.7 | $911,250 | - | $304,039.3 | 50.07% | +0.26% |
| ADP Automatic Data Processing Inc. | 991 | $266,001.56 | $283,673.75 | - | $17,672.19 | 6.64% | +0.21% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,713 | $270,664.59 | $258,413.25 | - | -$12,251.34 | -4.53% | -0.168% |
| ALC Alcon Inc. | 3,559 | $280,497.06 | $235,997.29 | - | -$44,499.77 | -15.86% | -0.406% |
| AMAT Applied Materials, Inc. | 1,963 | $718,796.44 | $818,767.3 | - | $99,970.86 | 13.91% | -3.002% |
| AMD Advanced Micro Devices, Inc. | 4,626 | $997,520.06 | $2.51M | - | $1.51M | 151.29% | -3.623% |
| AMGN Amgen Inc. | 4,966 | $1.75M | $2.16M | - | $406,901.63 | 23.22% | +0.184% |
| AMZN Amazon.com Inc | 25,241 | $5.78M | $6.35M | - | $570,855.66 | 9.88% | -1.305% |
| ANET Arista Networks, Inc. | 1,861 | $254,896.11 | $332,932.9 | - | $78,036.79 | 30.62% | -3.6% |
| AOA iShares Core Aggressive Allocation ETF | 4,321 | $361,510.48 | $419,007.37 | - | $57,496.89 | 15.9% | -0.493% |
| AON Aon plc | 691 | $229,246 | $200,383.09 | - | -$28,862.91 | -12.59% | +1.112% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 272 | $16,752.82 | $18,592.56 | - | $1,839.74 | 10.98% | -0.43% |
| APD Air Products and Chemicals, Inc. | 1,143 | $333,094.96 | $340,476.84 | - | $7,381.88 | 2.22% | +0.432% |
| APH Amphenol Corporation | 15,660 | $538,371.83 | $1.26M | - | $718,969.57 | 133.55% | -1.473% |
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FAQ
Which stocks have generated the highest profits for Thomas Dobbins?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $16.65M, JPMorgan Chase & Co - $6.93M, SPDR S&P 500 ETF Trust - $5.1M, NVIDIA Corporation - $4.2M, and Microsoft Corp - $2.92M. 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: DoorDash, Inc - $376,001.32, UnitedHealth Group Incorporated - $367,674.35, Uber Technologies, Inc - $311,992.32, Academy Sports and Outdoors, Inc - $286,126.67, and Taiwan Semiconductor Manufacturing Company Limited - $263,624.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Dobbins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.87M earned over time. The largest contributors to dividend income include Morgan Stanley - $1.42M, JPMorgan Chase & Co - $962,959.55, iShares Core S&P 500 ETF - $898,921.04, iShares MSCI EAFE ETF - $588,616.45, and SPDR S&P 500 ETF Trust - $544,282.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Dobbins's monthly returns?
Thomas Dobbins'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 Thomas Dobbins's strategy be considered aggressive or moderate?
Thomas Dobbins's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Thomas Dobbins's strategy?
Thomas Dobbins's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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