Landon Marsh Portfolio
Invests via Scott Marsh Financial LLC | Managed by Scott Clyde Marsh, Landon Marsh, Chris Marsh
Invests via Scott Marsh Financial LLC
Managed by Scott Clyde Marsh, Landon Marsh, Chris Marsh
Automatically Tracked
Private-equity and growth-stage investor with operating background, focused on fintech and enterprise software. Landon Marsh is known for sourcing and executing software-enabled transactions, leading portfolio strategy and go-to-market scaling, and advising management on metrics-driven growth. Experienced in board governance, capital formation and M&A processes across North America.
Private-equity and growth-stage investor with operating background, focused on fintech and enterprise software. Landon Marsh is known for sourcing and executing software-enabled transactions, leading portfolio strategy and go-to-market scaling, and advising management on metrics-driven growth. Experienced in board governance, capital formation and M&A processes across North America.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech investments, deploying operationally oriented private equity playbooks to accelerate metric-driven revenue and unit-economics improvement. Prefers software-enabled business models with clear SaaS economics and defensible go-to-market motion, sourcing proprietary deal flow and leading hands-on portfolio governance. Capital allocation favors staged growth rounds tied to KPI milestones, pragmatic leverage, and exit-ready value creation through GTM scaling, M&A tuck-ins, and disciplined board-level oversight.
Focuses on growth-stage software and fintech investments, deploying operationally oriented private equity playbooks to accelerate metric-driven revenue and unit-economics improvement. Prefers software-enabled business models with clear SaaS economics and defensible go-to-market motion, sourcing proprietary deal flow and leading hands-on portfolio governance. Capital allocation favors staged growth rounds tied to KPI milestones, pragmatic leverage, and exit-ready value creation through GTM scaling, M&A tuck-ins, and disciplined board-level oversight.
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:
14.92%
Gain -0.02%
Monthly
0.97%
Yearly
12.32%
Drawdown
10.39%
$309.88M
Equity
Holdings
$309.88M
Investment
$269.67M
$40.22M
Profit -$70,023.14
Realized
-$0
Unrealized
$40.22M
Dividends
$3.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$70,023.14
Win %
58%
This Week
Compared To Last Week
Gain
-1.4%
Profit
-$4.38M
Win %
58%
This Month
Compared to last month
Gain
-1.98%
Profit
-$6.25M
Win %
58%
This Year
Compared to last year
Gain
7.02%
Profit
$20.31M
Win %
58%
GLW Corning Incorporated
+8.84%
+$398,106.52 
AMD Advanced Micro Devices, Inc.
+6.47%
+$116,973.44 
FCX Freeport-McMoRan Inc.
+5.78%
+$146,081.7 
PCG PG&E Corporation
+3.95%
+$40,597.51 
LRCX Lam Research Corporation
+3.93%
+$41,171.35 
STRL Sterling Infrastructure, Inc.
+3.77%
+$80,486.68 
AMAT Applied Materials, Inc.
+3.55%
+$154,068.14 
TSLA Tesla, Inc.
+3.34%
+$122,819.06 
AVAV AeroVironment Inc.
+3.31%
+$16,496.76 
SM SM Energy Company
+3.24%
+$13,658.5 
GEV GE Vernova Inc.
+3.22%
+$11,942.14 
PRIM Primoris Services Corporation
+3.05%
+$17,826.31 
ASML ASML Holding N.V. New York Registry Shares
+2.97%
+$18,813.47 
QCOM QUALCOMM Incorporated
+2.89%
+$61,137.85 
AVGO Broadcom Inc.
+2.88%
+$53,019.25 
NVMI Nova Ltd.
+2.86%
+$30,093.42 
RMBS Rambus Inc.
+2.85%
+$49,683.28 
LMT Lockheed Martin Corporation
+2.68%
+$11,686.38 
ANET Arista Networks, Inc.
+2.49%
+$11,070.36 
EME EMCOR Group, Inc.
+2.4%
+$17,886.07 
ORCL Oracle Corporation
+2.34%
+$100,261.44 
MPC Marathon Petroleum Corporation
+2.18%
+$53,581.28 
PM Philip Morris International Inc.
+2.02%
+$37,410.12 
NPO EnPro Industries Inc.
+1.96%
+$20,953.02 
IDCC InterDigital, Inc.
+1.93%
+$23,478.59 
CAT Caterpillar Inc.
+1.71%
+$45,665.23 
WRB W.R. Berkley Corporation
+1.7%
+$12,657.1 
KLAC KLA Corporation
+1.59%
+$6,914.68 
UNH UnitedHealth Group Incorporated
+1.5%
+$3,884.75 
WMB The Williams Companies, Inc.
+1.41%
+$18,199.72 
WEC WEC Energy Group Inc.
+1.28%
+$3,035.52 
POWI Power Integrations Inc.
+1.09%
+$3,325.85 
SE Sea Ltd.
+1.06%
+$2,526.37 
WAB Wabtec Corporation
+1.04%
+$26,036.07 
MOG-A Moog Inc.
+1.02%
+$13,462.14 
DUK Duke Energy Corporation
+0.79%
+$2,223 
AME Ametek Inc.
+0.7%
+$21,580.83 
CVX Chevron Corporation
+0.7%
+$12,996.92 
AMT American Tower Corporation
+0.6%
+$6,408.45 
ODFL Old Dominion Freight Line, Inc.
+0.38%
+$5,209.21 
PEP PepsiCo, Inc.
+0.36%
+$868 
SCHA Schwab U.S. Small-Cap ETF
+0.33%
+$1,132.98 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
+0.27%
+$984.67 
MS Morgan Stanley
+0.27%
+$5,661.64 
KO The Coca-Cola Company
+0.25%
+$1,316.04 
APH Amphenol Corporation
+0.24%
+$2,652.8 
XOM Exxon Mobil Corporation
+0.23%
+$2,113.44 
NU Nu Holdings Ltd.
+0.23%
+$525.07 
SCHM Schwab U.S. Mid-Cap ETF
+0.22%
+$4,008.96 
COP ConocoPhillips
+0.22%
+$869.45 
GE General Electric Company
+0.19%
+$1,028.16 
MPWR Monolithic Power Systems, Inc.
+0.17%
+$5,034.74 
META Meta Platforms Inc Class A
+0.16%
+$5,774.73 
BAC Bank of America Corporation
+0.16%
+$3,227.2 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$740.87 
FSS Federal Signal Corp.
+0.15%
+$942.2 
AES AES Corporation
+0.14%
+$1,954.4 
VZ Verizon Communications Inc.
+0.11%
+$2,251.48 
DGX Quest Diagnostics Inc.
+0.1%
+$306.72 
GOOGL Alphabet Inc
+0.1%
+$6,519.04 
C Citigroup Inc.
+0.09%
+$2,197 
GOOG Alphabet Inc
+0.09%
+$7,162.86 
GS The Goldman Sachs Group, Inc.
+0.09%
+$341.89 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.06%
+$916.72 
JNK SPDR Bloomberg High Yield Bond ETF
+0.05%
+$249.44 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$647.65 
FE FirstEnergy Corp.
+0.03%
+$137.28 
MCD McDonald's Corporation
+0.02%
+$55.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$23.02 
SPEM SPDR Portfolio Emerging Markets ETF
0%
-$1.1 UL
UL
0%
$0 
NVS Novartis AG Sponsored ADR
-13.86%
-$47,288.59 
SYK Stryker Corporation
-7.34%
-$14,284.49 
SHOP Shopify Inc.
-6.97%
-$161,395.98 
IT Gartner Inc.
-6.41%
-$19,796.54 
BKNG Booking Holdings Inc.
-6.31%
-$12,200 
INTU Intuit Inc.
-5.47%
-$6,770.4 
STZ Constellation Brands, Inc.
-5.45%
-$9,296.7 
NOW ServiceNow, Inc.
-5.27%
-$78,597.39 
ELF Elf Beauty Inc.
-5.22%
-$38,643.12 
WDAY Workday Inc.
-5.21%
-$66,540.7 
PAYC Paycom Software, Inc.
-5%
-$53,592.24 
ACN Accenture plc Class A
-4.77%
-$56,275.56 
VRSK Verisk Analytics Inc.
-4.71%
-$38,254.96 
BRO Brown & Brown Inc.
-4.58%
-$34,845.12 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-4.5%
-$14,586 
CRM Salesforce Inc
-4.2%
-$26,397.38 
PBH Prestige Consumer Healthcare Inc.
-4.11%
-$17,449.4 
ISRG Intuitive Surgical, Inc.
-3.91%
-$12,848.65 
POOL Pool Corporation
-3.8%
-$28,940.86 
FDS FactSet Research Systems Inc.
-3.79%
-$16,247.55 
MSCI MSCI Inc.
-3.63%
-$101,046.45 
TILE Interface Inc.
-3.47%
-$34,091.68 
ABNB Airbnb, Inc.
-3.47%
-$79,531.11 
ADBE Adobe Inc.
-3.44%
-$55,221.74 
VRTX Vertex Pharmaceuticals Incorporated
-3.16%
-$25,989.12 
BOX Box Inc.
-3.08%
-$22,323.87 
ADP Automatic Data Processing Inc.
-3.07%
-$9,235.68 
EFX Equifax Inc.
-3.04%
-$34,345.08 
PYPL PayPal Holdings Inc
-3.03%
-$4,711.95 
HDB HDFC Bank Limited ADR
-2.96%
-$5,827.98 
BMI Badger Meter Inc.
-2.95%
-$14,881.95 
UFPT UFP Technologies Inc.
-2.89%
-$19,914.02 
ACIW ACI Worldwide, Inc.
-2.79%
-$37,826.96 
MELI MercadoLibre, Inc.
-2.77%
-$4,775.43 
SKY Skyline Champion Corporation
-2.73%
-$17,471.53 
CSGP CoStar Group, Inc.
-2.73%
-$9,561.24 
BSY Bentley Systems, Incorporated Class B
-2.71%
-$7,817.38 
GILD Gilead Sciences Inc.
-2.67%
-$9,756.63 
WTW Willis Towers Watson Public Limited Company
-2.63%
-$8,355.63 
VCEL Vericel Corporation
-2.55%
-$15,037.77 
BDX Becton, Dickinson and Company
-2.54%
-$7,266.2 
NVO Novo Nordisk A/S Sponsored ADR
-2.51%
-$6,621.03 
CVLT Commvault Systems Inc.
-2.48%
-$18,185.46 
LPLA LPL Financial Holdings Inc.
-2.45%
-$16,561.6 
CAH Cardinal Health Inc.
-2.4%
-$7,104.23 
BMY Bristol-Myers Squibb Company
-2.39%
-$33,052.8 
PNR Pentair plc
-2.39%
-$20,352.96 
FTI TechnipFMC plc
-2.38%
-$33,111.3 
CNS Cohen & Steers Inc.
-2.36%
-$12,925.44 
MRSH Marsh & McLennan Companies, Inc.
-2.35%
-$10,167.48 
BR Broadridge Financial Solutions, Inc.
-2.32%
-$23,851.48 
ADSK Autodesk, Inc.
-2.27%
-$11,563.2 
SAP SAP SE Sponsored ADR
-2.26%
-$10,991.57 
ALGN Align Technology, Inc.
-2.26%
-$22,413.42 
ABBV AbbVie Inc.
-2.25%
-$12,407.04 
RELX Relx PLC Sponsored ADR
-2.24%
-$3,548.09 
SPOT Spotify Technology S.A.
-2.23%
-$7,393.2 
SBUX Starbucks Corporation
-2.23%
-$48,201.9 
ABT Abbott Laboratories
-2.19%
-$51,130.38 
CNC Centene Corporation
-1.98%
-$22,141.84 
HD The Home Depot, Inc.
-1.95%
-$13,872.16 
JNJ Johnson & Johnson
-1.94%
-$20,879.4 
COO The Cooper Companies, Inc.
-1.94%
-$24,911.19 
NFLX Netflix, Inc.
-1.93%
-$51,425.66 
MMSI Merit Medical Systems, Inc.
-1.92%
-$11,947.12 
THC Tenet Healthcare Corporation
-1.91%
-$36,757.41 
NVDA NVIDIA Corporation
-1.91%
-$209,484 
COF Capital One Financial Corporation
-1.89%
-$4,885.2 
SNFCA Security National Financial Corporation
-1.88%
-$7,370.44 
CSW CSW Industrials Inc.
-1.88%
-$12,888.5 
MA Mastercard Incorporated
-1.83%
-$64,135.83 
LLY Eli Lilly and Company
-1.78%
-$76,071.82 
EPAM Epam Systems Inc.
-1.77%
-$13,678.56 
MET MetLife Inc.
-1.76%
-$20,429.08 
DTEC Alps Disruptive Technologies ETF
-1.75%
-$9,396.66 
EXPO Exponent Inc.
-1.74%
-$7,161.47 
CI The Cigna Group
-1.71%
-$15,539.69 
LIN Linde plc
-1.7%
-$5,439.85 
V Visa Inc. Class A
-1.69%
-$95,217.12 
REGN Regeneron Pharmaceuticals, Inc.
-1.65%
-$7,901.26 
IBIT iShares Bitcoin Trust
-1.64%
-$6,722.9 
ZTS Zoetis Inc.
-1.62%
-$18,073.62 
HEI.A Heico Corporation
-1.57%
-$17,308.57 
GBTC Grayscale Bitcoin Trust ETF
-1.57%
-$2,681.08 
MDT Medtronic plc
-1.54%
-$7,883.19 
ALL Allstate Corporation
-1.54%
-$4,490.39 
PLTR Palantir Technologies Inc.
-1.5%
-$7,986.6 
DE Deere & Company
-1.48%
-$6,225.92 
MNST Monster Beverage Corporation
-1.45%
-$11,517.09 
MSFT Microsoft Corp.
-1.44%
-$157,192.86 
CMCSA Comcast Corp
-1.42%
-$2,575.95 
IDXX IDEXX Laboratories, Inc.
-1.39%
-$18,227.54 
AON Aon plc
-1.35%
-$23,298.6 
CXT Crane NXT Co.
-1.32%
-$8,442.06 
EXPD Expeditors International of Washington, Inc.
-1.31%
-$4,791.8 
HLNE Hamilton Lane Inc.
-1.3%
-$5,640.06 
LOW Lowe's Companies Inc.
-1.29%
-$16,431.86 
BIZD VanEck BDC Income ETF
-1.29%
-$3,650.31 
CALX Calix Inc.
-1.28%
-$7,464.88 
LMAT Lemaitre Vascular Inc.
-1.28%
-$7,211.03 
DPZ Domino's Pizza Inc.
-1.26%
-$10,869.82 
WFC Wells Fargo & Company
-1.26%
-$17,678.76 
AAPL Apple Inc.
-1.22%
-$241,012.4 
LII Lennox International Inc.
-1.21%
-$9,422.16 
CRWD CrowdStrike Holdings, Inc.
-1.15%
-$4,851.1 
WMS Advanced Drainage Systems, Inc.
-1.14%
-$6,956.4 
LUV Southwest Airlines Co.
-1.14%
-$4,639.5 
INSP Inspire Medical Systems, Inc.
-1.13%
-$2,830.69 
IBM International Business Machines Corporation
-1.11%
-$2,282.8 
GLDM SPDR Gold MiniShares Trust
-1.04%
-$3,495.31 
SCHD Schwab U.S. Dividend Equity ETF
-1.03%
-$4,021.6 
WMT Walmart Inc.
-1.02%
-$5,792.55 
BOOT Boot Barn Holdings, Inc.
-1%
-$6,925.4 
TMO Thermo Fisher Scientific Inc.
-1%
-$26,629.5 
ROST Ross Stores, Inc.
-1%
-$18,839.82 
MRK Merck & Co., Inc.
-0.98%
-$5,300.82 
SXT Sensient Technologies Corporation
-0.92%
-$9,132.08 
PG Procter & Gamble Co
-0.87%
-$5,852.16 
BCPC Balchem Corporation
-0.85%
-$5,624.02 
B BARRICK MINING CORP Common Stock (ABR0)
-0.83%
-$5,822.69 
APD Air Products and Chemicals, Inc.
-0.81%
-$1,881.59 
JPM JPMorgan Chase & Co.
-0.81%
-$23,198.52 
JQUA JPMorgan U.S. Quality Factor ETF
-0.79%
-$2,564.14 
WST West Pharmaceutical Services, Inc.
-0.79%
-$15,887.14 
NWG NatWest Group plc Sponsored ADR
-0.77%
-$1,873.69 
CB Chubb Limited
-0.75%
-$1,999.47 
JBTM JBT Marel Corporation
-0.75%
-$4,205.52 
COST Costco Wholesale Corporation
-0.67%
-$4,985.46 
ALLE Allegion plc
-0.67%
-$6,190.58 
YUM Yum! Brands, Inc.
-0.63%
-$1,320.5 
DIS The Walt Disney Company
-0.63%
-$4,490.64 
AMZN Amazon.com Inc
-0.61%
-$63,582.36 
KNF Knife River Corporation
-0.61%
-$2,542.66 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.6%
-$2,518.72 
ABCB Ameris Bancorp
-0.6%
-$5,024.24 
T AT&T Inc.
-0.6%
-$2,155.43 
NDSN Nordson Corporation
-0.58%
-$7,212.47 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.58%
-$13,362.04 
LYG Lloyds Banking Group Plc ADR
-0.58%
-$918.5 
AIG American International Group Inc.
-0.57%
-$6,391.02 
LGND Ligand Pharmaceuticals Inc.
-0.56%
-$11,175.83 
OLED Universal Display Corporation
-0.55%
-$2,984.8 
GD General Dynamics Corporation
-0.48%
-$1,611.25 
TXN Texas Instruments Inc
-0.48%
-$1,915 
TDY Teledyne Technologies Incorporated
-0.47%
-$5,277.14 
RSG Republic Services, Inc.
-0.45%
-$890 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.43%
-$2,481.36 
UTI Universal Technical Institute Inc.
-0.43%
-$1,882.71 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.42%
-$4,611.53 
PRF Invesco FTSE RAFI US 1000 ETF
-0.36%
-$1,668.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$979.4 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$5,814.99 
VOO Vanguard S&P 500 ETF
-0.32%
-$11,935.01 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.31%
-$1,839.54 
CSCO Cisco Systems, Inc.
-0.3%
-$2,495.46 
TT Trane Technologies plc
-0.3%
-$1,034.09 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.29%
-$1,529.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$739.81 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$6,068.4 
FAST Fastenal Co.
-0.26%
-$665.61 
RTX RTX Corporation
-0.23%
-$5,013.08 
BA Boeing Company
-0.21%
-$6,108.08 
CSX CSX Corporation
-0.18%
-$2,064.96 
BRK-B Berkshire Hathaway Inc.
-0.17%
-$2,839.68 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.14%
-$2,166.3 
HLI Houlihan Lokey Inc.
-0.14%
-$1,105.01 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$975.81 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$1,110.62 
CVS CVS Health Corporation
-0.09%
-$1,701.19 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.07%
-$755.62 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$841.42 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.06%
-$341.6 
ITGR Integer Holdings Corporation
-0.06%
-$492.82 
PJT PJT Partners Inc.
-0.06%
-$484.83 
JBBB Janus Henderson B-BBB CLO ETF
-0.05%
-$243.95 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$389.72 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
-$8.58 Events
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Dividends
Dividend Analysis
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No Data
| Trades 248 | Longs Won 144/248 58% | Profit Factor 2.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $758,790.78 |
| Average Win $445,702.53 | Best Trade (Sep 03) $7.7M | Sharpe Ratio -1,364.48 |
| Average Loss -$230,418.28 | Worst Trade (Aug 02) -$2.39M | Z-Score 2.97 (99.7%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $162,168 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,344 | 1,210 | 1,075 | 941 | 806 | 672 | 538 | 403 | 269 | 134 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,640 | $12.65M | $19.48M | - | $6.84M | 54.05% | -1.222% |
| ABBV AbbVie Inc. | 2,154 | $399,856 | $540,007.8 | - | $140,151.8 | 35.05% | -2.246% |
| ABCB Ameris Bancorp | 9,662 | $625,148 | $826,390.86 | - | $201,242.86 | 32.19% | -0.604% |
| ABNB Airbnb, Inc. | 12,594 | $1.67M | $2.21M | - | $545,131.25 | 32.71% | -3.471% |
| ABT Abbott Laboratories | 21,574 | $2.93M | $2.29M | - | -$648,192.96 | -22.09% | -2.188% |
| ACIW ACI Worldwide, Inc. | 25,602 | $1.18M | $1.32M | - | $142,410.94 | 12.12% | -2.79% |
| ACN Accenture plc Class A | 6,316 | $1.89M | $1.12M | - | -$764,742.04 | -40.51% | -4.772% |
| ADBE Adobe Inc. | 6,022 | $2.33M | $1.55M | - | -$780,088.52 | -33.48% | -3.441% |
| ADP Automatic Data Processing Inc. | 1,084 | $334,390 | $291,704.4 | - | -$42,685.6 | -12.77% | -3.069% |
| ADSK Autodesk, Inc. | 2,336 | $723,156 | $497,451.2 | - | -$225,704.8 | -31.21% | -2.272% |
| AES AES Corporation | 97,720 | $1.03M | $1.45M | - | $419,225.2 | 40.78% | +0.135% |
| AIG American International Group Inc. | 14,692 | $1.26M | $1.11M | - | -$144,167.7 | -11.47% | -0.571% |
| ALGN Align Technology, Inc. | 6,252 | $1.18M | $969,372.6 | - | -$214,319.4 | -18.11% | -2.26% |
| ALL Allstate Corporation | 1,124 | $226,272 | $287,266.3 | - | $60,994.3 | 26.96% | -1.539% |
| ALLE Allegion plc | 5,924 | $853,766 | $924,588.3 | - | $70,822.3 | 8.3% | -0.665% |
| AMAT Applied Materials, Inc. | 9,540 | $1.75M | $4.49M | - | $2.75M | 157.19% | +3.552% |
| AMD Advanced Micro Devices, Inc. | 3,788 | $537,518 | $1.93M | - | $1.39M | 258.32% | +6.466% |
| AME Ametek Inc. | 12,884 | $2.33M | $3.08M | - | $752,833.18 | 32.29% | +0.705% |
| AMT American Tower Corporation | 6,094 | $1.35M | $1.08M | - | -$268,643.65 | -19.95% | +0.598% |
| AMZN Amazon.com Inc | 40,242 | $8.83M | $10.34M | - | $1.51M | 17.11% | -0.611% |
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FAQ
Which stocks have generated the highest profits for Landon Marsh?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-5 Year High Yield Corporate Bond ETF - $159,311.02, iShares Broad USD High Yield Corporate Bond ETF - $145,917.98, Verizon Communications Inc - $142,170.73, Microsoft Corp - $97,454.94, and AES Corporation - $85,969.15. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Landon Marsh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.82M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $159,311.02, iShares Broad USD High Yield Corporate Bond ETF - $145,917.98, Verizon Communications Inc - $142,170.73, Microsoft Corp - $97,454.94, and AES Corporation - $85,969.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Landon Marsh's monthly returns?
Landon Marsh'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 Landon Marsh's strategy be considered aggressive or moderate?
Landon Marsh's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Landon Marsh's strategy?
Landon Marsh'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.
