Paul Elam Portfolio
Invests via Oak Harbor Wealth Partners LLC | Managed by William R. Hesmer, Jr.
Invests via Oak Harbor Wealth Partners LLC
Managed by William R. Hesmer, Jr.
Automatically Tracked
Paul Elam Profile
With a distinguished background in entrepreneurship and advocacy, Paul Elam has carved out a niche in the discourse surrounding men's issues. As the founder of A Voice for Men, he leads initiatives focused on raising awareness about men's rights and related social challenges. His efforts have positioned him as a significant figure within discussions around gender equality and activism, allowing him to engage diverse audiences through lectures and media appearances. Through his leadership, Elam amplifies critical dialogues that impact various sectors including education, healthcare, and legal reforms related to masculinity.
With a distinguished background in entrepreneurship and advocacy, Paul Elam has carved out a niche in the discourse surrounding men's issues. As the founder of A Voice for Men, he leads initiatives focused on raising awareness about men's rights and related social challenges. His efforts have positioned him as a significant figure within discussions around gender equality and activism, allowing him to engage diverse audiences through lectures and media appearances. Through his leadership, Elam amplifies critical dialogues that impact various sectors including education, healthcare, and legal reforms related to masculinity.
Investment Philosophy & Strategy
With a profound understanding of societal dynamics, Paul Elam pursues investment opportunities that challenge conventional narratives and seek social change. His entrepreneurial mindset drives a focus on ventures that elevate men's issues, fostering innovation within advocacy-oriented businesses. Leveraging his leadership experience, he identifies potential in organizations committed to enhancing men’s health and rights. This strategic approach not only highlights gaps in current market offerings but also emphasizes building awareness as a value proposition, blending impact investing with personal values.
With a profound understanding of societal dynamics, Paul Elam pursues investment opportunities that challenge conventional narratives and seek social change. His entrepreneurial mindset drives a focus on ventures that elevate men's issues, fostering innovation within advocacy-oriented businesses. Leveraging his leadership experience, he identifies potential in organizations committed to enhancing men’s health and rights. This strategic approach not only highlights gaps in current market offerings but also emphasizes building awareness as a value proposition, blending impact investing with personal values.
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:
57.73%
Gain +0.38%
Monthly
0.64%
Yearly
7.94%
Drawdown
22.66%
$468.49M
Equity
Holdings
$468.49M
Investment
$353.36M
$106.27M
Profit +$938,610.77
Realized
-$8.87M
Unrealized
$115.13M
Dividends
$30.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$938,610.77
Win %
77%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$949,631.14
Win %
77%
This Month
Compared to last month
Gain
-0.58%
Profit
-$2.75M
Win %
77%
This Year
Compared to last year
Gain
9.89%
Profit
$42.18M
Win %
76%
GRFS Grifols, S.A. American Depositary Receipt
+3.92%
+$2,853.42 
DASH DoorDash, Inc.
+2.32%
+$14,970.62 
ISRG Intuitive Surgical, Inc.
+2.07%
+$5,854.8 
AVGO Broadcom Inc.
+1.95%
+$80,458.12 
STX Seagate Technology Holdings plc
+1.91%
+$64,411.62 
SNOW Snowflake Inc.
+1.76%
+$20,085.58 
MSFT Microsoft Corp.
+1.74%
+$90,636.84 
GOOG Alphabet Inc
+1.65%
+$154,279.84 
GOOGL Alphabet Inc
+1.54%
+$32,427.72 
MPC Marathon Petroleum Corporation
+1.52%
+$35,170.46 
CRM Salesforce Inc
+1.4%
+$13,902.63 
PSX Phillips 66
+1.4%
+$4,629.78 
ALL Allstate Corporation
+1.35%
+$4,461.6 
COP ConocoPhillips
+1.33%
+$16,895.79 
ICE Intercontinental Exchange, Inc.
+1.2%
+$2,327.98 
CVX Chevron Corporation
+1.17%
+$24,490.88 
ABT Abbott Laboratories
+1.07%
+$37,134.72 
AMZN Amazon.com Inc
+1%
+$58,389.12 
XOM Exxon Mobil Corporation
+0.86%
+$14,900.43 
OMC Omnicom Group Inc.
+0.8%
+$6,955 
QSU Defiance Daily Target 2X Long QS ETF
+0.79%
+$3,720 
XLE Energy Select Sector SPDR Fund
+0.79%
+$2,574.39 
V Visa Inc. Class A
+0.68%
+$42,212 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.67%
+$4,290.7 
TJX The TJX Companies, Inc.
+0.63%
+$3,543.41 
T AT&T Inc.
+0.62%
+$1,851.8 
NLR VanEck Uranium and Nuclear ETF
+0.58%
+$36.6 
MA Mastercard Incorporated
+0.56%
+$2,848.46 
ANET Arista Networks, Inc.
+0.51%
+$5,309.55 
SCHW Charles Schwab Corporation
+0.49%
+$5,713 
DUK Duke Energy Corporation
+0.47%
+$9,661.27 
TXN Texas Instruments Inc
+0.44%
+$1,423.79 
FDN First Trust Dow Jones Internet Index Fund
+0.44%
+$1,506.35 
META Meta Platforms Inc Class A
+0.42%
+$5,848 
IYW iShares U.S. Technology ETF
+0.41%
+$333.68 
PAYX Paychex Inc.
+0.4%
+$4,725.12 
MDT Medtronic plc
+0.4%
+$6,924.18 
CEG Constellation Energy Corporation
+0.39%
+$1,779.68 
EWY iShares MSCI South Korea ETF
+0.34%
+$22 
MMT MFS Multimarket Income Trust
+0.34%
+$435.93 
DD DuPont de Nemours, Inc.
+0.33%
+$1,567.43 
EEM iShares MSCI Emerging Markets ETF
+0.33%
+$2,848.86 
RPG Invesco S&P 500 Pure Growth ETF
+0.33%
+$216.08 
PWR Quanta Services Inc.
+0.29%
+$2,815.2 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.26%
+$7.46 
SMH VanEck Semiconductor ETF
+0.26%
+$510.99 
GD General Dynamics Corporation
+0.25%
+$1,062.99 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$22.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.22%
+$133.5 
CME CME Group Inc.
+0.22%
+$1,941.84 
IBM International Business Machines Corporation
+0.22%
+$1,581.08 
VBF Invesco Bond Fund
+0.2%
+$766.11 
SCHE Schwab Emerging Markets Equity ETF
+0.2%
+$80.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.18%
+$8,258.6 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$549.32 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$13,091.45 
UFOX Defiance Connective Technologies ETF
+0.14%
+$106.26 
APD Air Products and Chemicals, Inc.
+0.11%
+$333.62 
QS QuantumScape Corp
+0.09%
+$582.68 
VUG Vanguard Growth ETF
+0.07%
+$726 
JGRO JPMorgan Active Growth ETF
+0.05%
+$1,117.5 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$721.2 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$371.42 
BSX Boston Scientific Corporation
+0.03%
+$119.01 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$366.3 
VONG Vanguard Russell 1000 Growth Fund
+0.03%
+$0.6 
IWP iShares Russell Mid-Cap Growth ETF
+0.03%
+$516.4 
PEN Penumbra Inc.
+0.02%
+$2,121.49 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$37.3 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.01 
ETN Eaton Corporation plc
0%
+$43.63 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
-$0.05 
MSN Emerson Radio Corp.
-8.32%
-$329 
UPS United Parcel Service, Inc.
-4.29%
-$99,603.72 
FDUS Fidus Investment Corporation
-3.83%
-$14,025.18 
TFC Truist Financial Corporation
-3.39%
-$90,055.54 
ORCL Oracle Corporation
-3.39%
-$25,239.16 
BX Blackstone Inc.
-3.17%
-$46,322.46 
URI United Rentals, Inc.
-3.03%
-$26,847.68 
DRI Darden Restaurants, Inc.
-2.99%
-$20,482.22 
MAIN Main Street Capital Corporation
-2.47%
-$6,850 
GE General Electric Company
-2.47%
-$16,059.73 
DE Deere & Company
-2.43%
-$111,828.85 
LOW Lowe's Companies Inc.
-2.38%
-$39,883.36 
RY Royal Bank of Canada
-2.34%
-$63,574.56 
MRK Merck & Co., Inc.
-2.23%
-$38,021.92 
LLY Eli Lilly and Company
-2.23%
-$64,917.74 
GPC Genuine Parts Company
-2.15%
-$24,559.52 
CAT Caterpillar Inc.
-2.08%
-$293,631.64 
FDX FedEx Corporation
-2.07%
-$53,280.45 
CP Canadian Pacific Kansas City Limited
-2.05%
-$5,565.18 
KLAC KLA Corporation
-2.03%
-$45,532.8 
HD The Home Depot, Inc.
-1.92%
-$37,875.18 
ITW Illinois Tool Works Inc.
-1.91%
-$20,726.91 
UNP Union Pacific Corporation
-1.81%
-$13,830.18 
FAST Fastenal Co.
-1.79%
-$4,009.8 
PEP PepsiCo, Inc.
-1.74%
-$29,899.94 
AAPL Apple Inc.
-1.65%
-$315,583.35 
F Ford Motor Company
-1.65%
-$11,504.19 
PLUG Plug Power Inc.
-1.61%
-$542.5 
IHE iShares U.S. Pharmaceuticals ETF
-1.6%
-$340.2 
WMT Walmart Inc.
-1.59%
-$40,838.98 
ASH Ashland Inc.
-1.59%
-$18,744.73 
SNY Sanofi American Depositary Receipt
-1.56%
-$5,645.48 
LNC Lincoln National Corporation
-1.54%
-$142,725.05 
NSC Norfolk Southern Corporation
-1.5%
-$68,283.9 
BLK BlackRock, Inc.
-1.48%
-$19,059.86 
JNJ Johnson & Johnson
-1.48%
-$96,911.14 
WFC Wells Fargo & Company
-1.41%
-$3,536.25 
CTAS Cintas Corporation
-1.37%
-$6,316.88 
PEG Public Service Enterprise Group Incorporated
-1.31%
-$14,628.06 
XLB Materials Select Sector SPDR Fund
-1.29%
-$390 
PFE Pfizer Inc.
-1.26%
-$21,140.78 
BAC Bank of America Corporation
-1.26%
-$7,973.35 
PANW Palo Alto Networks, Inc.
-1.25%
-$18,341.65 
IBB iShares Biotechnology ETF
-1.23%
-$441.31 
NEE NextEra Energy, Inc.
-1.23%
-$2,960.39 
D Dominion Energy, Inc.
-1.23%
-$8,844.42 
BMY Bristol-Myers Squibb Company
-1.15%
-$3,167.5 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$2,466 
GS The Goldman Sachs Group, Inc.
-1.01%
-$15,264.48 
JPM JPMorgan Chase & Co.
-1.01%
-$50,887.33 
PG Procter & Gamble Co
-1%
-$52,458 
XLI Industrial Select Sector SPDR Fund
-1%
-$179 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$2,255.76 
JCI Johnson Controls International plc
-0.95%
-$6,169.87 
Q Qnity Electronics Inc.
-0.92%
-$6,133.68 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.91%
-$1,561.35 
VNQ Vanguard Real Estate ETF
-0.88%
-$15.84 
SO The Southern Company
-0.84%
-$23,241.6 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.84%
-$10,220.21 
SCHH Schwab U.S. REIT ETF
-0.83%
-$222.63 
EFA iShares MSCI EAFE ETF
-0.82%
-$14,116.8 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$89,857.84 
GILD Gilead Sciences Inc.
-0.78%
-$3,523.8 
XLRE The Real Estate Select Sector SPDR Fund
-0.78%
-$6.39 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$18,307.7 
GDV Gabelli Dividend & Income Trust
-0.78%
-$2,369 
DFAI Dimensional International Core Equity Market ETF
-0.77%
-$56,043.84 
DVY iShares Select Dividend ETF
-0.77%
-$8,249.37 
XLU Utilities Select Sector SPDR Fund
-0.76%
-$220.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.76%
-$623.1 
CTVA Corteva Inc.
-0.76%
-$5,460.18 
GDX VanEck Gold Miners ETF
-0.74%
-$613.21 
COST Costco Wholesale Corporation
-0.74%
-$67,664.12 
IWS iShares Russell Mid-Cap Value ETF
-0.74%
-$1,060.26 
EFV iShares MSCI EAFE Value ETF
-0.74%
-$25.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$33,165.81 
COF Capital One Financial Corporation
-0.73%
-$6,665.1 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.72%
-$43.66 
DFAS Dimensional U.S. Small Cap ETF
-0.71%
-$41,707.62 
SDY SPDR S&P Dividend ETF
-0.7%
-$1,311.12 
AMAT Applied Materials, Inc.
-0.69%
-$9,104.04 
VGLT Vanguard Long-Term Treasury Fund
-0.68%
-$2,086.8 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.67%
-$198.45 
IJS iShares S&P Small-Cap 600 Value ETF
-0.67%
-$92 
XLP Consumer Staples Select Sector SPDR Fund
-0.67%
-$241.68 
VXF Vanguard Extended Market ETF
-0.67%
-$318 
TT Trane Technologies plc
-0.67%
-$4,266.19 
DXCM DexCom, Inc.
-0.67%
-$4,374.27 
QCOM QUALCOMM Incorporated
-0.66%
-$5,878.16 
ABBV AbbVie Inc.
-0.66%
-$6,857.45 
CSCO Cisco Systems, Inc.
-0.65%
-$20,737.84 
SCHF Schwab International Equity ETF
-0.65%
-$864.5 
IVE ISHARES S&P 500 VALUE ETF
-0.65%
-$403.79 
TOWN TowneBank
-0.64%
-$3,488.11 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.64%
-$147.43 
SCHC Schwab International Small-Cap Equity ETF
-0.64%
-$157.38 
KIM Kimco Realty Corporation
-0.63%
-$8,796.81 
AMGN Amgen Inc.
-0.63%
-$10,177.54 
VB Vanguard Small-Cap ETF
-0.63%
-$7,224.2 
PM Philip Morris International Inc.
-0.62%
-$2,948.4 
GLW Corning Incorporated
-0.61%
-$13,394.06 
TLH iShares 10-20 Year Treasury Bond ETF
-0.61%
-$30 
VTV Vanguard Value ETF
-0.6%
-$14,956.81 
SCHM Schwab U.S. Mid-Cap ETF
-0.6%
-$327.6 
EUSA iShares MSCI USA Equal Weighted ETF
-0.6%
-$1,568.08 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$68,095.76 
MSI Motorola Solutions, Inc.
-0.59%
-$32,476.4 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$52,309 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$38,974.76 
XLF Financial Select Sector SPDR Fund
-0.58%
-$74.75 
PWV Invesco Large Cap Value ETF
-0.57%
-$528.75 
TOUS T. Rowe Price International Equity ETF
-0.57%
-$8,098.4 
UBER Uber Technologies, Inc.
-0.57%
-$3,359.54 
JIVE JPMorgan International Value ETF
-0.56%
-$102.7 
JAVA JPMorgan Active Value ETF
-0.56%
-$2,457.74 
SPGI S&P Global Inc.
-0.55%
-$4,809.3 
IWD iShares Russell 1000 Value ETF
-0.54%
-$2,073.47 
MCD McDonald's Corporation
-0.53%
-$19,267.95 
IWR iShares Russell Mid-Cap ETF
-0.53%
-$2,246.53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$2,054.03 
IWM iShares Russell 2000 ETF
-0.5%
-$32,495 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.5%
-$4,000.74 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.49%
-$255.85 
JIG JPMorgan International Growth ETF
-0.49%
-$83.34 
VEU Vanguard FTSE All-World ex-US ETF
-0.48%
-$167.7 
IWO iShares Russell 2000 Growth ETF
-0.47%
-$1,836.54 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.47%
-$350 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$48.96 
SAP SAP SE Sponsored ADR
-0.47%
-$896.88 
VO Vanguard Mid-Cap ETF
-0.46%
-$86,715.24 
MMM 3M Company
-0.44%
-$1,622.6 
OSCV Opus Small Cap Value ETF
-0.42%
-$798.48 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$12,184.28 
SCHA Schwab U.S. Small-Cap ETF
-0.41%
-$198.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$10.01 
ACWI iShares MSCI ACWI ETF
-0.4%
-$1,845 
ADI Analog Devices, Inc.
-0.4%
-$3,359.95 
VT Vanguard Total World Stock ETF
-0.37%
-$121.8 
JGLO JPMorgan Global Select Equity ETF
-0.37%
-$187.62 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.36%
-$739.87 
C Citigroup Inc.
-0.36%
-$1,278.37 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.35%
-$4,901.85 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
-0.34%
-$68.22 
IEF iShares 7-10 Year Treasury Bond ETF
-0.34%
-$6,581.93 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$92.4 
DFAU Dimensional US Core Equity Market ETF
-0.33%
-$189.89 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$56.33 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.31%
-$699.47 
VZ Verizon Communications Inc.
-0.3%
-$8,170.5 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$480.6 
JBND JPMorgan Active Bond ETF
-0.28%
-$180.9 
GLD SPDR Gold Shares
-0.28%
-$1,467.75 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$200.24 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$8,502.6 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$1,234.88 
SYK Stryker Corporation
-0.27%
-$5,423.52 
IAU iShares Gold Trust
-0.27%
-$1,285.8 
WM Waste Management, Inc.
-0.26%
-$2,024.19 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$46,453.61 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$1,725.94 
PVAL Putnam Focused Large Cap Value ETF
-0.25%
-$4,329.21 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.25%
-$2.24 
GSUS Goldman Sachs MarketBeta U.S.
-0.25%
-$136.68 
SCHP Schwab U.S. TIPS ETF
-0.25%
-$1.17 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.25%
-$30.1 
GTIP Goldman Sachs Access Inflation-Protected Securities Fund
-0.24%
-$22.33 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$7,738.59 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.23%
-$3.59 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,896.41 
VOO Vanguard S&P 500 ETF
-0.23%
-$87,222.92 
MO Altria Group, Inc.
-0.23%
-$708.56 
IWB iShares Russell 1000 ETF
-0.23%
-$163.76 
ACIO Aptus Collared Investment Opportunity ETF
-0.22%
-$611.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.21%
-$211.8 
IVV iShares Core S&P 500 ETF
-0.21%
-$1,111.35 
NVDA NVIDIA Corporation
-0.19%
-$4,671.69 
LMT Lockheed Martin Corporation
-0.19%
-$2,460.89 
DG Dollar General Corporation
-0.17%
-$3,888.36 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$2,546.9 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.16%
-$523.14 
OEF iShares S&P 100 ETF
-0.12%
-$94.39 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.12%
-$1.6 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.11%
-$537.29 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.11%
-$164.43 
VOT Vanguard Mid-Cap Growth ETF
-0.11%
-$41.54 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$936.98 
DFAE Dimensional Emerging Core Equity Market ETF
-0.09%
-$3,091.55 
JMUB JPMorgan Municipal Bond ETF
-0.09%
-$173.75 
DRSK Aptus Defined Risk ETF
-0.09%
-$152.43 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$124.02 
NYT New York Times Co.
-0.08%
-$528.3 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.07%
-$178.83 
CB Chubb Limited
-0.06%
-$642.83 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$1.3 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.05%
-$8.57 
JPIE JPMorgan Income ETF
-0.05%
-$16.35 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.05%
-$15.06 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.04%
-$2,239.14 
KO The Coca-Cola Company
-0.04%
-$1,729.07 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$80.47 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$83 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.01%
-$234.39 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$140.94 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2953 | Longs Won 1819/2953 61% | Profit Factor 3.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $399,363.65 |
| Average Win $86,244.43 | Best Trade (Jul 22) $9.12M | Sharpe Ratio -10.51 |
| Average Loss -$44,630.78 | Worst Trade (Mar 31) -$8.97M | Z-Score 15.97 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 3d | Expectancy $35,986.22 |
| 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 | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
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FAQ
Which stocks have generated the highest profits for Paul Elam?
The largest contributions to the portfolio's profits come from the following stocks: Lincoln National Corporation - $1.67M, iShares Core U.S. Aggregate Bond ETF - $1.63M, Vanguard S&P 500 ETF - $1.63M, Caterpillar Inc - $1.24M, and Motorola Solutions, Inc - $1.23M. 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: Wolfspeed, Inc - $11.44M, The Walt Disney Company - $1.08M, Lucid Group, Inc - $809,137.73, CVS Health Corporation - $783,885.65, and Carvana Co - $679,612.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul Elam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.19M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.81M, Lincoln National Corporation - $1.78M, Vanguard S&P 500 ETF - $1.58M, iShares Core MSCI EAFE ETF - $1.33M, and Schwab U.S. Dividend Equity ETF - $838,253.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul Elam's monthly returns?
Paul Elam'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 Paul Elam's strategy be considered aggressive or moderate?
Paul Elam'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 Paul Elam's strategy?
Paul Elam'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.
