PP
Peter Platt Portfolio
Invests via Platt Investment Counsel LLC | Managed by Peter Platt
Invests via Platt Investment Counsel LLC
Managed by Peter Platt
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Peter Platt Profile
With a robust background in financial services, Peter Platt has carved out a significant role as an investment strategist and market analyst. His extensive experience spans across various sectors, enabling him to leverage insights for informed decision-making in dynamic market conditions. Known for his analytical rigor and data-driven approach, he plays an essential part in identifying emerging trends that shape investment landscapes. By consistently fostering relationships with key stakeholders, he remains influential within the capital markets arena. Platt's expertise is complemented by strong leadership skills that enhance team performance and operational efficiency.
With a robust background in financial services, Peter Platt has carved out a significant role as an investment strategist and market analyst. His extensive experience spans across various sectors, enabling him to leverage insights for informed decision-making in dynamic market conditions. Known for his analytical rigor and data-driven approach, he plays an essential part in identifying emerging trends that shape investment landscapes. By consistently fostering relationships with key stakeholders, he remains influential within the capital markets arena. Platt's expertise is complemented by strong leadership skills that enhance team performance and operational efficiency.
Investment Philosophy & Strategy
Through a lens of opportunity, Peter Platt emphasizes an adaptive strategy that aligns with evolving market dynamics. His investment focus lies in identifying high-potential sectors while employing a deep understanding of financial instruments to navigate complex landscapes. With a talent for discerning undervalued assets, he champions growth by capitalizing on unique insights and data analytics. This approach not only enhances the likelihood of superior returns but also fosters resilient relationships across the investment community, bolstering collaborative initiatives. By maintaining a proactive stance towards emerging trends, he ensures that his decisions are well-informed and strategically sound.
Through a lens of opportunity, Peter Platt emphasizes an adaptive strategy that aligns with evolving market dynamics. His investment focus lies in identifying high-potential sectors while employing a deep understanding of financial instruments to navigate complex landscapes. With a talent for discerning undervalued assets, he champions growth by capitalizing on unique insights and data analytics. This approach not only enhances the likelihood of superior returns but also fosters resilient relationships across the investment community, bolstering collaborative initiatives. By maintaining a proactive stance towards emerging trends, he ensures that his decisions are well-informed and strategically sound.
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:
35.77%
Gain +1.18%
Monthly
0.46%
Yearly
5.71%
Drawdown
23.25%
$148.5M
Equity
Holdings
$148.5M
Investment
$105.32M
$46.45M
Profit +$2.02M
Realized
$3.26M
Unrealized
$43.19M
Dividends
$7.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.18%
Profit
$2.02M
Win %
84%
This Week
Compared To Last Week
Gain
1.38%
Profit
$2.02M
Win %
84%
This Month
Compared to last month
Gain
0.6%
Profit
$878,459.69
Win %
84%
This Year
Compared to last year
Gain
7.36%
Profit
$10.36M
Win %
84%
GOOGL Alphabet Inc
+3.27%
+$8,461.73 
QQQ Invesco QQQ Trust, Series 1
+3.05%
+$810,556.46 
ESGV Vanguard ESG U.S. Stock ETF
+2.04%
+$930,186.31 
VOO Vanguard S&P 500 ETF
+1.76%
+$5,569.89 
AAPL Apple Inc.
+1.51%
+$4,123.35 
VEU Vanguard FTSE All-World ex-US ETF
+1.39%
+$105,483.76 
TSLA Tesla, Inc.
+0.96%
+$5,880.02 
IWM iShares Russell 2000 ETF
+0.68%
+$65,133.67 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$70,024.43 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$949.68 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$8,465.76 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$7,859.39 
BLV Vanguard Long-Term Bond ETF
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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| Trades 203 | Longs Won 140/203 68% | Profit Factor 6.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $807,658.54 |
| Average Win $397,235.93 | Best Trade (Jun 15) $4.67M | Sharpe Ratio -8.37 |
| Average Loss -$145,436.14 | Worst Trade (Mar 30) -$2.22M | Z-Score 2.07 (96.19%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 6d | Expectancy $228,820.46 |
| 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 | 1,021 | 919 | 817 | 715 | 613 | 511 | 409 | 306 | 204 | 102 |
Hover over the desired column for a detailed explanation.
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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