Peter Platt Portfolio
Invests via Platt Investment Counsel LLC | Managed by Peter Platt
Invests via Platt Investment Counsel LLC
Managed by Peter Platt
Automatically Tracked
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:
61.84%
Gain -0.12%
Monthly
0.65%
Yearly
8.13%
Drawdown
22.61%
$144.8M
Equity
Holdings
$144.8M
Investment
$110.4M
$43.81M
Profit -$46,980.33
Realized
$9.4M
Unrealized
$34.41M
Dividends
$8.83M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$46,980.33
Win %
71%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$2.14M
Win %
71%
This Month
Compared to last month
Gain
-0.34%
Profit
-$496,620.12
Win %
71%
This Year
Compared to last year
Gain
-1.21%
Profit
-$1.77M
Win %
72%
IVA Inventiva S.A.
+5.58%
+$1,961.6 
BMY Bristol-Myers Squibb Company
+4.4%
+$22,250.25 
BLV Vanguard Long-Term Bond ETF
+1.44%
+$145,274.22 
GOOGL Alphabet Inc
+1.02%
+$3,289.75 
AAPL Apple Inc.
+0.76%
+$2,910.83 
BND Vanguard Total Bond Market Index Fund
+0.72%
+$75,349.6 
IWM iShares Russell 2000 ETF
+0.64%
+$71,324.34 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$35,672.05 
IJH iShares Core S&P Mid-Cap ETF
+0.12%
+$25,500.51 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 226 | Longs Won 150/226 66% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $719,221.04 |
| Average Win $366,438.32 | Best Trade (Oct 14) $4.06M | Sharpe Ratio -8.63 |
| Average Loss -$146,772.1 | Worst Trade (Mar 30) -$2.22M | Z-Score 2.18 (97.1%) |
| Commissions $0 | Avg. Trade Length 2y 3w 3d | Expectancy $193,854.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 986 | 888 | 789 | 690 | 592 | 493 | 394 | 296 | 197 | 99 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,111 | $205,108.86 | $383,939.38 | - | $178,830.52 | 87.19% | +0.764% |
| BLV Vanguard Long-Term Bond ETF | 159,642 | $11.13M | $10.26M | - | -$862,168.34 | -7.75% | +1.436% |
| BMY Bristol-Myers Squibb Company | 8,525 | $491,210.5 | $527,612.25 | - | $36,401.75 | 7.41% | +4.403% |
| BND Vanguard Total Bond Market Index Fund | 148,151 | $11M | $10.51M | - | -$492,755.11 | -4.48% | +0.722% |
 ESGV Vanguard ESG U.S. Stock ETF | 317,973 | $25.24M | $43.11M | - | $17.87M | 70.78% | -0.188% |
| GOOGL Alphabet Inc | 928 | $249,364.96 | $325,899.68 | - | $76,534.72 | 30.69% | +1.02% |
| IJH iShares Core S&P Mid-Cap ETF | 283,339 | $14.42M | $20.5M | - | $6.08M | 42.15% | +0.125% |
 ILCG iShares Morningstar Growth ETF | 2,507 | $145,355.86 | $285,860.67 | - | $140,504.81 | 96.66% | -1.337% |
| IVA Inventiva S.A. | 12,260 | $45,239.4 | $37,147.8 | - | -$8,091.6 | -17.89% | +5.575% |
| IWM iShares Russell 2000 ETF | 40,991 | $10.43M | $11.2M | - | $768,918.07 | 7.37% | +0.641% |
 QQQ Invesco QQQ Trust, Series 1 | 29,938 | $11.37M | $21.54M | - | $10.17M | 89.47% | -1.296% |
 TSLA Tesla, Inc. | 1,320 | $310,490.4 | $469,471.2 | - | $158,980.8 | 51.2% | -3.132% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 174,010 | $13.72M | $13.49M | - | -$238,219.67 | -1.74% | +0.265% |
 VEU Vanguard FTSE All-World ex-US ETF | 145,591 | $11.4M | $11.84M | - | $442,632.14 | 3.88% | -0.392% |
 VOO Vanguard S&P 500 ETF | 463 | $240,106.67 | $326,516.86 | - | $86,410.19 | 35.99% | -0.312% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Peter Platt?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard ESG U.S. Stock ETF - $8.03M, Invesco QQQ Trust, Series 1 - $6.87M, Industrial Select Sector SPDR Fund - $2.29M, Pathward Financial, Inc - $1.57M, and iShares Core S&P Mid-Cap ETF - $1.31M. 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: Invesco WilderHill Clean Energy ETF - $2.16M, Vanguard ESG International Stock ETF - $1.84M, iShares Russell 2000 ETF - $436,268.4, Vanguard FTSE All-World ex-US ETF - $394,703.4, and Consumer Discretionary Select Sector SPDR Fund - $336,655.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peter Platt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.83M earned over time. The largest contributors to dividend income include Vanguard ESG U.S. Stock ETF - $1.99M, Vanguard ESG International Stock ETF - $1.7M, Vanguard Short-Term Corporate Bond ETF - $911,714.53, iShares Russell 2000 ETF - $825,617.3, and iShares Core S&P Mid-Cap ETF - $711,413.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter Platt's monthly returns?
Peter Platt'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 Peter Platt's strategy be considered aggressive or moderate?
Peter Platt'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 Peter Platt's strategy?
Peter Platt'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.
2026 © Marketlog. All Rights Reserved.
