BRM
Bruce R. Mohr Portfolio
Invests via Buffington Mohr McNeal | Managed by Bruce R. Mohr
Invests via Buffington Mohr McNeal
Managed by Bruce R. Mohr
Automatically Tracked
Bruce R. Mohr Profile
With extensive experience in financial leadership, Bruce R. Mohr has played a pivotal role in guiding companies through complex capital structures and market challenges. His tenure encompasses significant operational management at high-growth firms, focusing on maximizing enterprise value and fostering strategic partnerships. Having served as CFO at several publicly traded entities, he brings expertise in enhancing corporate governance while driving profitability improvements. Known for his hands-on approach to transforming business operations, his influence spans across various sectors including technology and healthcare, where effective resource allocation is critical for success.
With extensive experience in financial leadership, Bruce R. Mohr has played a pivotal role in guiding companies through complex capital structures and market challenges. His tenure encompasses significant operational management at high-growth firms, focusing on maximizing enterprise value and fostering strategic partnerships. Having served as CFO at several publicly traded entities, he brings expertise in enhancing corporate governance while driving profitability improvements. Known for his hands-on approach to transforming business operations, his influence spans across various sectors including technology and healthcare, where effective resource allocation is critical for success.
Investment Philosophy & Strategy
In the realm of business transformation, Bruce R. Mohr exemplifies a hands-on leadership style that catalyzes organizational change. His proven track record in optimizing operational efficiencies allows companies to harness their full growth potential while navigating complex financial landscapes. The emphasis on strategic partnerships and effective capital allocation highlights his ability to position firms advantageously within competitive sectors such as technology and healthcare. By prioritizing enterprise value enhancement, he consistently fosters environments ripe for innovation and scalability.
In the realm of business transformation, Bruce R. Mohr exemplifies a hands-on leadership style that catalyzes organizational change. His proven track record in optimizing operational efficiencies allows companies to harness their full growth potential while navigating complex financial landscapes. The emphasis on strategic partnerships and effective capital allocation highlights his ability to position firms advantageously within competitive sectors such as technology and healthcare. By prioritizing enterprise value enhancement, he consistently fosters environments ripe for innovation and scalability.
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:
45.58%
Gain +0.03%
Monthly
0.42%
Yearly
5.21%
Drawdown
11.48%
$99.4M
Equity
Holdings
$99.4M
Investment
$34.47M
$64.93M
Profit +$32,994.13
Realized
-$0
Unrealized
$64.93M
Dividends
$17.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.03%
Profit
$32,994.13
Win %
82%
This Week
Compared To Last Week
Gain
0.03%
Profit
$32,994.13
Win %
82%
This Month
Compared to last month
Gain
0.03%
Profit
$32,994.13
Win %
82%
This Year
Compared to last year
Gain
14.66%
Profit
$12.71M
Win %
82%
MU Micron Technology, Inc.
+12.04%
+$651,250 
AMAT Applied Materials, Inc.
+7.42%
+$510,186.5 
C Citigroup Inc.
+3.17%
+$2,997.58 
FDX FedEx Corporation
+2.9%
+$81,645.76 
UPS United Parcel Service, Inc.
+2.81%
+$9,191.62 
HP Helmerich & Payne Inc.
+2.7%
+$4,322.5 
XOM Exxon Mobil Corporation
+2.27%
+$65,761.92 
WFC Wells Fargo & Company
+1.61%
+$33,082 
COP ConocoPhillips
+1.6%
+$3,417.5 
SPH Suburban Propane Partners L.P.
+1.55%
+$6,300 
BAC Bank of America Corporation
+1.32%
+$4,141.95 
CSCO Cisco Systems, Inc.
+1.26%
+$48,563.2 
JNJ Johnson & Johnson
+0.77%
+$28,513.92 
CVX Chevron Corporation
+0.72%
+$9,046.72 
PFE Pfizer Inc.
+0.67%
+$3,815.59 
VZ Verizon Communications Inc.
+0.61%
+$3,916.15 
AMGN Amgen Inc.
+0.57%
+$23,247.1 
DUK Duke Energy Corporation
+0.02%
+$137.54 
4945SC
0%
$0 
866043108
0%
$0 
871829109
0%
$0 
902973106
0%
$0 
ABS
0%
$0 
BJS
0%
$0 
CIT CIT Group Inc
0%
$0 
GGP
0%
$0 
KRB
0%
$0 
LLL 2
0%
$0 
LPT Liberty Property Trust
0%
$0 
LVLT
0%
$0 
RDS-A Shell plc
0%
$0 
STJ
0%
$0 
WAMUQ
0%
$0 
WB
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.24 
WMT Walmart Inc.
-1.64%
-$42,757.92 
IBM International Business Machines Corporation
-1.19%
-$18,443.78 
MSFT Microsoft Corp.
-1.16%
-$121,318.5 
MDT Medtronic plc
-1.14%
-$10,013 
TGT Target Corporation
-0.79%
-$4,218.46 
COST Costco Wholesale Corporation
-0.74%
-$118,575.6 
D Dominion Energy, Inc.
-0.72%
-$11,029.2 
SPG Simon Property Group, Inc.
-0.62%
-$1,632.26 
TVAFX Thornburg Small/Mid Cap Core Fund Class A
-0.48%
-$197.8 
HD The Home Depot, Inc.
-0.44%
-$10,577.23 
BDX Becton, Dickinson and Company
-0.4%
-$6,955.9 
PEP PepsiCo, Inc.
-0.35%
-$4,872 
GE General Electric Company
-0.2%
-$2,241.33 
BGRFX Baron Growth Fund
-0.19%
-$334.29 
TIP iShares TIPS Bond ETF
-0.13%
-$268.81 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$40.5 Events
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Dividends
Dividend Analysis
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| Trades 51 | Longs Won 32/51 62% | Profit Factor 63.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.92M |
| Average Win $2.06M | Best Trade (Aug 03) $15.6M | Sharpe Ratio -44.86 |
| Average Loss -$54,423.36 | Worst Trade (Jul 20) -$463,870.99 | Z-Score 2.32 (97.97%) |
| Commissions $0 | Avg. Trade Length 20y 10m 1w 5d | Expectancy $1.27M |
| 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% | 0.15% | 4.61% |
| Consecutive Losing Trades | 1,825 | 1,642 | 1,460 | 1,277 | 1,095 | 912 | 730 | 547 | 365 | 182 |
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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FAQ
Which stocks have generated the highest profits for Bruce R. Mohr?
The largest contributions to the portfolio's profits come from the following stocks: Costco Wholesale Corporation - $1.49M, General Electric Company - $1.4M, Suburban Propane Partners L.P - $1.21M, Exxon Mobil Corporation - $1.11M, and Dominion Energy, Inc - $1.07M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Bruce R. Mohr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.8M earned over time. The largest contributors to dividend income include Costco Wholesale Corporation - $1.49M, General Electric Company - $1.4M, Suburban Propane Partners L.P - $1.21M, Exxon Mobil Corporation - $1.11M, and Dominion Energy, Inc - $1.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bruce R. Mohr's monthly returns?
Bruce R. Mohr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bruce R. Mohr's strategy be considered aggressive or moderate?
Bruce R. Mohr'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 Bruce R. Mohr's strategy?
Bruce R. Mohr's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
