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:
84.72%
Gain -0.53%
Monthly
1.64%
Yearly
21.52%
Drawdown
20.19%
$445.26M
Equity
Holdings
$445.26M
Investment
$374.61M
$132.87M
Profit -$1.37M
Realized
$62.23M
Unrealized
$70.64M
Dividends
$14.17M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.37M
Win %
76%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$3.19M
Win %
76%
This Month
Compared to last month
Gain
-0.31%
Profit
-$1.37M
Win %
76%
This Year
Compared to last year
Gain
3.04%
Profit
$13.12M
Win %
73%
NOW ServiceNow, Inc.
+4.51%
+$20,793.75 
AMZN Amazon.com Inc
+3.95%
+$255,438.67 
NKE Nike, Inc. - Class B
+3.02%
+$7,150.24 
SYK Stryker Corporation
+2.66%
+$6,333.23 
CMCSA Comcast Corp
+2.44%
+$19,896.31 
UBER Uber Technologies, Inc.
+2.43%
+$9,312.6 
NFLX Netflix, Inc.
+2.37%
+$21,941.01 
T AT&T Inc.
+2.24%
+$5,966.19 
KHC The Kraft Heinz Company
+2.23%
+$26,581.52 
DRI Darden Restaurants, Inc.
+2.14%
+$6,728.92 
ASO Academy Sports and Outdoors, Inc.
+2.04%
+$5,692.41 
TMUS T-Mobile US, Inc.
+2.04%
+$5,726.84 
WFC Wells Fargo & Company
+2.02%
+$18,194.16 
MFG Mizuho Financial Group Inc. ADR
+1.96%
+$6,105.1 
SCHW Charles Schwab Corporation
+1.95%
+$10,647.04 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+1.93%
+$8,891.54 
MCD McDonald's Corporation
+1.9%
+$6,614.66 
BAC Bank of America Corporation
+1.9%
+$49,675.84 
TPR Tapestry Inc.
+1.82%
+$3,790.08 
PSX Phillips 66
+1.76%
+$5,692.78 
SPGI S&P Global Inc.
+1.72%
+$12,795 
GOOGL Alphabet Inc
+1.71%
+$114,665.84 
MSFT Microsoft Corp.
+1.71%
+$197,624.92 
NMR Nomura Holdings Inc. Sponsored ADR
+1.68%
+$1,892.1 
AON Aon plc
+1.67%
+$4,035.43 
CRM Salesforce Inc
+1.66%
+$13,252.93 
AAPL Apple Inc.
+1.63%
+$970,408.96 
GOOG Alphabet Inc
+1.53%
+$63,063.78 
BKNG Booking Holdings Inc.
+1.52%
+$5,501.44 
ISRG Intuitive Surgical, Inc.
+1.48%
+$4,626.35 
MPC Marathon Petroleum Corporation
+1.47%
+$4,396.03 
MO Altria Group, Inc.
+1.45%
+$3,103.66 
KR Kroger Co.
+1.35%
+$22,914.43 
VZ Verizon Communications Inc.
+1.31%
+$12,675.69 
TM Toyota Motor Corporation
+1.3%
+$3,742.49 
DE Deere & Company
+1.23%
+$4,373.88 
META Meta Platforms Inc Class A
+1.21%
+$35,340.66 
COST Costco Wholesale Corporation
+1.2%
+$36,788.68 
AWK American Water Works Company, Inc.
+1.19%
+$3,124.98 
DIS The Walt Disney Company
+1.18%
+$15,439.31 
MCO Moody's Corporation
+1.17%
+$8,613.04 
ACN Accenture plc Class A
+1.15%
+$4,043.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.15%
+$61.18 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.06%
+$4,825.1 
CVX Chevron Corporation
+1.04%
+$15,186.15 
UBS UBS Group AG
+1.01%
+$4,384.6 
UL Unilever PLC Sponsored American Depositary Receipt
+1.01%
+$3,549 
WIT Wipro Limited American Depositary Receipt
+1.01%
+$194.34 
ADP Automatic Data Processing Inc.
+0.98%
+$2,764.9 
PEP PepsiCo, Inc.
+0.96%
+$4,479.61 
JPM JPMorgan Chase & Co.
+0.93%
+$141,305.93 
LIN Linde plc
+0.86%
+$3,456.96 
APD Air Products and Chemicals, Inc.
+0.84%
+$2,948.93 
JNJ Johnson & Johnson
+0.84%
+$18,040.78 
ORLY O'Reilly Automotive Inc.
+0.8%
+$1,648.5 
SAN Banco Santander S.A. Sponsored ADR
+0.76%
+$4,057.68 
BDX Becton, Dickinson and Company
+0.75%
+$2,213.68 
ABT Abbott Laboratories
+0.74%
+$5,258.88 
PM Philip Morris International Inc.
+0.73%
+$4,281.2 
HLN Haleon Plc - ADR
+0.7%
+$1,350.72 
TJX The TJX Companies, Inc.
+0.69%
+$5,310.24 
KO The Coca-Cola Company
+0.66%
+$7,224.77 
PPG PPG Industries Inc.
+0.65%
+$1,622.08 
HSBC HSBC Holdings plc Sponsored ADR
+0.65%
+$4,730.87 
LOW Lowe's Companies Inc.
+0.64%
+$1,820.26 
COP ConocoPhillips
+0.63%
+$2,560.86 
IWX iShares Russell Top 200 Value ETF
+0.61%
+$96.6 
GPC Genuine Parts Company
+0.6%
+$1,789.24 
MA Mastercard Incorporated
+0.59%
+$6,705.24 
SBUX Starbucks Corporation
+0.52%
+$2,635.92 
V Visa Inc. Class A
+0.51%
+$13,574.33 
CI The Cigna Group
+0.5%
+$1,737.48 
CB Chubb Limited
+0.48%
+$1,462.11 
HD The Home Depot, Inc.
+0.47%
+$9,158.88 
IYE iShares U.S. Energy ETF
+0.47%
+$91.14 
WMT Walmart Inc.
+0.47%
+$5,363.04 
LCNB Lcnb Corporation
+0.47%
+$1,574.01 
PGR Progressive Corporation
+0.46%
+$1,598.85 
PG Procter & Gamble Co
+0.43%
+$7,739.68 
XLP Consumer Staples Select Sector SPDR Fund
+0.41%
+$32.77 
ING ING Groep N.V. Sponsored ADR
+0.37%
+$1,187.44 
BSX Boston Scientific Corporation
+0.36%
+$802.23 
XLF Financial Select Sector SPDR Fund
+0.36%
+$338.94 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.29%
+$382.3 
CP Canadian Pacific Kansas City Limited
+0.28%
+$4,665.96 
IWD iShares Russell 1000 Value ETF
+0.27%
+$2,087.09 
PVAL Putnam Focused Large Cap Value ETF
+0.26%
+$8,222.9 
BRK-B Berkshire Hathaway Inc.
+0.26%
+$6,883.45 
SAP SAP SE Sponsored ADR
+0.24%
+$1,522.16 
SHEL Shell plc
+0.23%
+$1,421.91 
FDXF FedEx Freight Holding Company Inc.
+0.2%
+$423.78 
NSC Norfolk Southern Corporation
+0.19%
+$13,461.56 
DHR Danaher Corporation
+0.18%
+$433.7 
PLTR Palantir Technologies Inc.
+0.17%
+$1,283.88 
HDV iShares Core High Dividend ETF
+0.17%
+$250 
TOWN TowneBank
+0.16%
+$387.18 
XOM Exxon Mobil Corporation
+0.16%
+$2,548.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.14%
+$1.35 
CVS CVS Health Corporation
+0.14%
+$527.03 
TRV The Travelers Companies, Inc.
+0.14%
+$399.85 
C Citigroup Inc.
+0.14%
+$523.65 
RNR Renaissancere Holdings Ltd.
+0.11%
+$1,028.97 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$755.81 
PNFP Pinnacle Financial Partners Inc.
+0.11%
+$413.25 
TSN Tyson Foods Inc.
+0.11%
+$264.54 
USB U.S. Bancorp
+0.1%
+$777.21 
PRF Invesco FTSE RAFI US 1000 ETF
+0.07%
+$186.75 
TTE TotalEnergies SE
+0.05%
+$129.28 
KMI Kinder Morgan, Inc.
+0.03%
+$781.41 
SNDK SanDisk Corporation
+0.02%
+$94.35 
EWJ iShares MSCI Japan ETF
+0.02%
+$1,627.74 
BCS Barclays PLC Sponsored ADR
+0.02%
+$39.09 
OEF iShares S&P 100 ETF
+0.02%
+$0.24 
LYG Lloyds Banking Group Plc ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
MRVL Marvell Technology, Inc.
-10.29%
-$23,463.12 
GNRC Generac Holdings Inc.
-6.83%
-$22,683.45 
DFTX Definium Therapeutics, Inc.
-6.48%
-$14,697 
LRCX Lam Research Corporation
-5.24%
-$63,405.23 
SNPS Synopsys, Inc.
-4.75%
-$13,059.53 
VRT Vertiv Holdings Co
-4.62%
-$7,768.81 
TER Teradyne, Inc.
-4.59%
-$9,880.91 
NVDA NVIDIA Corporation
-4.58%
-$560,691.18 
KLAC KLA Corporation
-4.47%
-$48,143.44 
GEV GE Vernova Inc.
-4.45%
-$52,383.32 
AMAT Applied Materials, Inc.
-4.3%
-$40,751.84 
CRWD CrowdStrike Holdings, Inc.
-4.19%
-$13,536.99 
FTNT Fortinet Inc.
-3.92%
-$10,041.18 
HPE Hewlett Packard Enterprise Company
-3.9%
-$9,900.4 
GDX VanEck Gold Miners ETF
-3.88%
-$1,547.7 
NOK Nokia Corporation Sponsored ADR
-3.59%
-$5,354.2 
KSS Kohl's Corporation
-3.58%
-$18,868.2 
DELL Dell Technologies Inc.
-3.43%
-$10,507.31 
DLR Digital Realty Trust, Inc.
-3.42%
-$49,531.31 
ADI Analog Devices, Inc.
-3.39%
-$28,597.48 
PRN Invesco Dorsey Wright Industrials ETF
-3.31%
-$1,190.81 
NEM Newmont Corporation
-3.3%
-$12,069.91 
IAU iShares Gold Trust
-3.27%
-$127,177.8 
GLD SPDR Gold Shares
-3.26%
-$12,204.16 
ETN Eaton Corporation plc
-3.21%
-$14,693.63 
PBW Invesco WilderHill Clean Energy ETF
-3.1%
-$41.82 
PWR Quanta Services Inc.
-3.08%
-$16,681.37 
IBIT iShares Bitcoin Trust
-3.05%
-$45,495.84 
EQIX Equinix, Inc.
-3%
-$11,462.92 
GBTC Grayscale Bitcoin Trust ETF
-2.99%
-$18,574.02 
TXN Texas Instruments Inc
-2.94%
-$33,641.44 
PANW Palo Alto Networks, Inc.
-2.9%
-$31,867.55 
ANET Arista Networks, Inc.
-2.87%
-$10,756.57 
INTC Intel Corporation
-2.85%
-$24,407.88 
CRSP Crispr Therapeutics AG
-2.8%
-$9,548.32 
GLW Corning Incorporated
-2.58%
-$17,753.64 
MMM 3M Company
-2.53%
-$37,381.56 
FCX Freeport-McMoRan Inc.
-2.49%
-$10,114.65 
DDOG Datadog, Inc. Class A Common Stock
-2.45%
-$5,753.64 
BAI iShares A.I. Innovation and Tech Active ETF
-2.39%
-$4,359.96 
AMD Advanced Micro Devices, Inc.
-2.32%
-$51,209.82 
APH Amphenol Corporation
-2.27%
-$28,657.8 
ASML ASML Holding N.V. New York Registry Shares
-2.24%
-$32,051.23 
GILD Gilead Sciences Inc.
-2.14%
-$10,640.31 
XPH SPDR S&P Pharmaceuticals ETF
-2.13%
-$522.21 
CAT Caterpillar Inc.
-2.07%
-$77,023.44 
STX Seagate Technology Holdings plc
-2.03%
-$4,784.39 
IWO iShares Russell 2000 Growth ETF
-2.02%
-$78.2 
NEE NextEra Energy, Inc.
-1.98%
-$30,397.38 
CSCO Cisco Systems, Inc.
-1.98%
-$72,989.16 
ICLN iShares Global Clean Energy ETF
-1.96%
-$3.15 
VST Vistra Corp
-1.95%
-$3,590.41 
XSMO Invesco S&P SmallCap Momentum ETF
-1.84%
-$395 
JCI Johnson Controls International plc
-1.84%
-$4,970.16 
IWP iShares Russell Mid-Cap Growth ETF
-1.73%
-$2,804.88 
TSLA Tesla, Inc.
-1.71%
-$31,006.2 
TGT Target Corporation
-1.68%
-$19,540.62 
CMI Cummins Inc.
-1.63%
-$3,750.67 
PH Parker-Hannifin Corporation
-1.61%
-$8,022.56 
EMR Emerson Electric Co.
-1.6%
-$31,278.36 
XLK State Street Technology Select Sector SPDR ETF
-1.55%
-$10,301.92 
VGT Vanguard Information Technology ETF
-1.51%
-$4,754.56 
MTUM iShares MSCI USA Momentum Factor ETF
-1.49%
-$1,875.81 
BBY Best Buy Co., Inc.
-1.47%
-$5,510.4 
D Dominion Energy, Inc.
-1.47%
-$10,437.37 
RAAX VanEck Real Assets ETF
-1.44%
-$78,383.4 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$4,997.85 
TMO Thermo Fisher Scientific Inc.
-1.38%
-$12,481.83 
VXF Vanguard Extended Market ETF
-1.36%
-$1,092.23 
IWM iShares Russell 2000 ETF
-1.35%
-$17,587.92 
VTWO Vanguard Russell 2000 ETF
-1.34%
-$3,194.8 
IBM International Business Machines Corporation
-1.34%
-$19,659.85 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.3%
-$1,599.84 
BHP BHP Group Ltd.
-1.27%
-$5,206.96 
HLT Hilton Worldwide Holdings Inc.
-1.18%
-$3,837.64 
ELV Elevance Health, Inc.
-1.18%
-$2,509.14 
VB Vanguard Small-Cap ETF
-1.18%
-$4,583.16 
IJH iShares Core S&P Mid-Cap ETF
-1.17%
-$10,484.1 
IYM iShares U.S. Basic Materials ETF
-1.17%
-$412.2 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.14%
-$300.19 
TT Trane Technologies plc
-1.13%
-$3,201.13 
SMMD iShares Russell 2500 ETF
-1.11%
-$982.26 
AZN AstraZeneca PLC American Depositary Shares
-1.11%
-$5,354.44 
VRTX Vertex Pharmaceuticals Incorporated
-1.05%
-$3,623.53 
AMGN Amgen Inc.
-1.05%
-$22,793.94 
HWM Howmet Aerospace Inc.
-1.05%
-$2,104.68 
ABBV AbbVie Inc.
-1.04%
-$10,587.76 
IYW iShares U.S. Technology ETF
-1.03%
-$2,001.68 
IGM iShares Expanded Tech Sector ETF
-1.03%
-$6.68 
VONG Vanguard Russell 1000 Growth Fund
-0.97%
-$5,108.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.96%
-$6,600.59 
XLI Industrial Select Sector SPDR Fund
-0.95%
-$840.56 
IWF iShares Russell 1000 Growth ETF
-0.93%
-$5,796 
IWR iShares Russell Mid-Cap ETF
-0.93%
-$1,104.6 
BX Blackstone Inc.
-0.92%
-$4,266.21 
SO The Southern Company
-0.92%
-$2,806.87 
CNC Centene Corporation
-0.89%
-$1,842.66 
MRK Merck & Co., Inc.
-0.84%
-$14,366.41 
PLD Prologis Inc.
-0.82%
-$2,768.94 
IJR iShares Core S&P Small-Cap ETF
-0.81%
-$13,154.26 
ORCL Oracle Corporation
-0.81%
-$7,421.76 
IWY iShares Russell Top 200 Growth ETF
-0.79%
-$904.55 
AVGO Broadcom Inc.
-0.77%
-$33,794 
VO Vanguard Mid-Cap ETF
-0.75%
-$220.72 
EEM iShares MSCI Emerging Markets ETF
-0.72%
-$13,298.7 
IEMG iShares Core MSCI Emerging Markets ETF
-0.72%
-$9,511.39 
IWS iShares Russell Mid-Cap Value ETF
-0.68%
-$2,942.95 
IWN iShares Russell 2000 Value ETF
-0.67%
-$21.14 
CORO Ishares International Country Rotational Active ETF
-0.67%
-$1,159.5 
MTDR Matador Resources Company
-0.67%
-$1,854.78 
GS The Goldman Sachs Group, Inc.
-0.66%
-$7,182.73 
WMB The Williams Companies, Inc.
-0.66%
-$3,077.2 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$3,108.21 
WELL Welltower Inc.
-0.64%
-$2,992.69 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.63%
-$26.52 
ITA iShares U.S. Aerospace & Defense ETF
-0.61%
-$159.84 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.61%
-$1,181.87 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.59%
-$108.81 
ITW Illinois Tool Works Inc.
-0.59%
-$1,406.02 
IUSG iShares Core S&P U.S. Growth ETF
-0.58%
-$156.8 
ASND Ascendis Pharma A/S
-0.58%
-$9,114.7 
ROST Ross Stores, Inc.
-0.58%
-$1,576.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$4,965.4 
KEY KeyCorp
-0.57%
-$2,261.62 
BMY Bristol-Myers Squibb Company
-0.56%
-$6,636.75 
NVS Novartis AG Sponsored ADR
-0.55%
-$3,169.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.54%
-$26.57 
F Ford Motor Company
-0.54%
-$1,404.53 
UNH UnitedHealth Group Incorporated
-0.53%
-$5,601.19 
EFG iShares MSCI EAFE Growth ETF
-0.53%
-$986.04 
WDC Western Digital Corporation
-0.52%
-$2,018.39 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.52%
-$803.25 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.51%
-$11.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$9,774.95 
DUK Duke Energy Corporation
-0.5%
-$9,289.2 
PRU Prudential Financial, Inc.
-0.49%
-$2,039.63 
IEV iShares Europe ETF
-0.49%
-$616.42 
ROK Rockwell Automation, Inc.
-0.49%
-$1,778.71 
CSX CSX Corporation
-0.48%
-$5,976 
SCHV Schwab U.S. Large-Cap Value ETF
-0.47%
-$4,975.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.47%
-$16,420.31 
VEU Vanguard FTSE All-World ex-US ETF
-0.47%
-$1,642.4 
EMLP First Trust North American Energy Infrastructure Fund
-0.46%
-$36,220.83 
COF Capital One Financial Corporation
-0.46%
-$1,583 
TIP iShares TIPS Bond ETF
-0.46%
-$4.95 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.45%
-$235.55 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$5,560.58 
IYH iShares U.S. Healthcare ETF
-0.43%
-$237.46 
VUG Vanguard Growth ETF
-0.43%
-$7,942.76 
SCHF Schwab International Equity ETF
-0.42%
-$5.28 
IJS iShares S&P Small-Cap 600 Value ETF
-0.41%
-$1,893.52 
VNQ Vanguard Real Estate ETF
-0.41%
-$3,524.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.41%
-$1,266.92 
SCHB Schwab U.S. Broad Market ETF
-0.4%
-$1,773.96 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$2,714.86 
KMB Kimberly-Clark Corporation
-0.39%
-$3,735.84 
MGK Vanguard Mega Cap Growth ETF
-0.39%
-$98 
IWV ISHARES RUSSELL 3000 ETF
-0.39%
-$37,490.23 
DMBS DoubleLine Mortgage ETF
-0.38%
-$28,732.9 
BLCR iShares Large Cap Core ACT ETF
-0.38%
-$605.15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.38%
-$7.4 
VTHR Vanguard Russell 3000 ETF
-0.38%
-$1,603.48 
MBB iShares MBS ETF
-0.37%
-$523.95 
LMT Lockheed Martin Corporation
-0.37%
-$1,814.58 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.37%
-$70.72 
IYR iShares U.S. Real Estate ETF
-0.37%
-$26.6 
HCA HCA Healthcare Inc.
-0.36%
-$1,448.55 
SCHE Schwab Emerging Markets Equity ETF
-0.36%
-$524.75 
IALT iShares Systematic Alternatives Active ETF
-0.36%
-$364.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.36%
-$6.67 
VT Vanguard Total World Stock ETF
-0.35%
-$1,829.72 
QCOM QUALCOMM Incorporated
-0.35%
-$2,174.42 
AOA iShares Core Aggressive Allocation ETF
-0.35%
-$1,512.35 
ET Energy Transfer L.P.
-0.35%
-$1,355.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.35%
-$41.89 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$424.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$13,094.66 
UPS United Parcel Service, Inc.
-0.34%
-$3,030.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.34%
-$895.29 
TLH iShares 10-20 Year Treasury Bond ETF
-0.32%
-$413.28 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$483.63 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$0.77 
MU Micron Technology, Inc.
-0.29%
-$6,960.56 
IWB iShares Russell 1000 ETF
-0.29%
-$2,094.51 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.29%
-$5.13 
IUSB iShares Core Universal USD Bond ETF
-0.28%
-$1,529.84 
BTI British American Tobacco p.l.c. ADR
-0.28%
-$712 
AXP American Express Company
-0.28%
-$1,120.48 
EFA iShares MSCI EAFE ETF
-0.28%
-$18,280.32 
IEFA iShares Core MSCI EAFE ETF
-0.28%
-$7,215.32 
ALC Alcon Inc.
-0.28%
-$711.8 
ACWI iShares MSCI ACWI ETF
-0.27%
-$1,298.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.27%
-$9.45 
BLK BlackRock, Inc.
-0.27%
-$2,027.02 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$299.46 
SCHX Schwab U.S. Large-Cap ETF
-0.26%
-$78.24 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.25%
-$300.72 
XLV Health Care Select Sector SPDR Fund
-0.25%
-$915.87 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$367 
USMV iShares MSCI USA Min Vol Factor ETF
-0.23%
-$1,239.36 
SPY SPDR S&P 500 ETF Trust
-0.22%
-$18,377.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.22%
-$1,011.68 
IVV iShares Core S&P 500 ETF
-0.22%
-$12,463.67 
THRO iShares U.S. Thematic Rotation Active ETF
-0.22%
-$274.83 
VOO Vanguard S&P 500 ETF
-0.22%
-$4,400.37 
PFE Pfizer Inc.
-0.21%
-$1,534.44 
ILOW AB International Low Volatility Equity ETF
-0.2%
-$5,737.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.2%
-$452.7 
FDX FedEx Corporation
-0.18%
-$1,984.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.18%
-$81.9 
GD General Dynamics Corporation
-0.18%
-$838.35 
LLY Eli Lilly and Company
-0.18%
-$6,422.19 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.17%
-$13.72 
RTX RTX Corporation
-0.17%
-$6,032.55 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.16%
-$1,760.43 
MUB iShares National Muni Bond ETF
-0.16%
-$125.63 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.15%
-$871.95 
MGC Vanguard Mega Cap ETF
-0.14%
-$1,022.97 
SPG Simon Property Group, Inc.
-0.14%
-$482.36 
MDLZ Mondelez International, Inc.
-0.14%
-$442.08 
RY Royal Bank of Canada
-0.13%
-$360.17 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$1,362.68 
UNP Union Pacific Corporation
-0.11%
-$412.65 
IVLU iShares MSCI International Value Factor ETF
-0.11%
-$160.25 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.09%
-$528.92 
VTV Vanguard Value ETF
-0.09%
-$616.23 
FER Ferrovial SE
-0.07%
-$255.36 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$213.44 
KRE SPDR S&P Regional Banking ETF
-0.05%
-$2.77 
QLTY GMO U.S. Quality ETF
-0.05%
-$10,721.5 
IDV iShares International Select Dividend ETF
-0.04%
-$265.16 
MS Morgan Stanley
-0.04%
-$9,473.4 
GE General Electric Company
-0.03%
-$708.39 
EFV iShares MSCI EAFE Value ETF
-0.02%
-$37.06 
BA Boeing Company
-0.02%
-$63.7 
VLUE iShares MSCI USA Value Factor ETF
-0.01%
-$2.24 Events
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Dividends
Dividend Analysis
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| Trades 3051 | Longs Won 2232/3051 73% | Profit Factor 9.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,538.36 |
| Average Win $66,801.69 | Best Trade (Dec 31) $14.23M | Sharpe Ratio -10.59 |
| Average Loss -$19,818.04 | Worst Trade (Sep 01) -$706,879.61 | Z-Score 16.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $43,549.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 189,533 | $53.75M | $60.59M | - | $6.84M | 12.73% | +1.628% |
| ABBV AbbVie Inc. | 3,936 | $826,102.13 | $1.01M | - | $179,388.47 | 21.72% | -1.042% |
| ABT Abbott Laboratories | 6,336 | $770,509.01 | $712,293.12 | - | -$58,215.89 | -7.56% | +0.744% |
| ACN Accenture plc Class A | 1,872 | $455,247.59 | $354,818.86 | - | -$100,428.73 | -22.06% | +1.153% |
| ACWI iShares MSCI ACWI ETF | 2,951 | $284,256.17 | $475,376.58 | - | $191,120.41 | 67.24% | -0.272% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 673 | $47,134.17 | $52,231.53 | - | $5,097.36 | 10.81% | -0.449% |
| ADI Analog Devices, Inc. | 2,250 | $607,210.7 | $814,072.5 | - | $206,861.8 | 34.07% | -3.394% |
| ADP Automatic Data Processing Inc. | 991 | $266,001.56 | $284,882.77 | - | $18,881.21 | 7.1% | +0.98% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,713 | $270,664.59 | $264,517.5 | - | -$6,147.09 | -2.27% | -0.337% |
| ALC Alcon Inc. | 3,559 | $280,497.06 | $256,354.77 | - | -$24,142.29 | -8.61% | -0.277% |
| AMAT Applied Materials, Inc. | 1,963 | $718,796.44 | $906,120.82 | - | $187,324.38 | 26.06% | -4.304% |
| AMD Advanced Micro Devices, Inc. | 4,626 | $997,520.06 | $2.15M | - | $1.16M | 115.92% | -2.322% |
| AMGN Amgen Inc. | 4,966 | $1.75M | $2.15M | - | $394,834.2 | 22.53% | -1.05% |
| AMZN Amazon.com Inc | 25,241 | $5.78M | $6.72M | - | $948,082.41 | 16.42% | +3.949% |
| ANET Arista Networks, Inc. | 1,861 | $254,896.11 | $363,471.91 | - | $108,575.8 | 42.6% | -2.874% |
| AOA iShares Core Aggressive Allocation ETF | 4,321 | $361,510.48 | $428,297.52 | - | $66,787.04 | 18.47% | -0.352% |
| AON Aon plc | 691 | $229,246 | $245,581.39 | - | $16,335.39 | 7.13% | +1.671% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 272 | $16,752.82 | $19,012.8 | - | $2,259.98 | 13.49% | -0.371% |
| APD Air Products and Chemicals, Inc. | 1,143 | $333,094.96 | $352,101.14 | - | $19,006.18 | 5.71% | +0.845% |
| APH Amphenol Corporation | 7,830 | $538,364 | $1.23M | - | $696,583.6 | 129.39% | -2.268% |
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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 - $16.63M, JPMorgan Chase & Co - $6.86M, SPDR S&P 500 ETF Trust - $5.08M, NVIDIA Corporation - $4.19M, 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 - $373,891.95, Uber Technologies, Inc - $311,992.32, Academy Sports and Outdoors, Inc - $287,108.12, and Taiwan Semiconductor Manufacturing Company Limited - $264,613.69. 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 $14.17M earned over time. The largest contributors to dividend income include Morgan Stanley - $1.42M, JPMorgan Chase & Co - $892,092.05, iShares Core S&P 500 ETF - $882,819.96, iShares MSCI EAFE ETF - $588,616.45, and SPDR S&P 500 ETF Trust - $524,099.97. 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.
