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:
15.51%
Gain -0.5%
Monthly
0.92%
Yearly
11.59%
Drawdown
10.39%
$311.49M
Equity
Holdings
$311.49M
Investment
$269.67M
$41.83M
Profit -$1.6M
Realized
-$0
Unrealized
$41.83M
Dividends
$4.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.6M
Win %
62%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$119,227.17
Win %
62%
This Month
Compared to last month
Gain
1.15%
Profit
$3.53M
Win %
62%
This Year
Compared to last year
Gain
7.57%
Profit
$21.92M
Win %
62%
CRWD CrowdStrike Holdings, Inc.
+6.43%
+$30,252.56 
SM SM Energy Company
+5.05%
+$22,455.5 
FTI TechnipFMC plc
+4.3%
+$50,102.62 
COP ConocoPhillips
+4.13%
+$18,047.96 
AMT American Tower Corporation
+3.83%
+$42,322.77 
ISRG Intuitive Surgical Inc.
+3.22%
+$12,821.75 
BMI Badger Meter, Inc.
+2.77%
+$15,815.65 
AVAV AeroVironment, Inc.
+2.69%
+$10,917.48 
CVX Chevron Corporation
+2.59%
+$52,254.83 
CVLT Commvault Systems, Inc.
+2.5%
+$22,512.87 
XOM ExxonMobil Holdings Corporation
+2.47%
+$25,161.36 
RMBS Rambus Inc.
+2.4%
+$41,945.72 
LMT Lockheed Martin Corporation
+2.11%
+$10,316.92 
WMB The Williams Companies, Inc.
+1.91%
+$23,511.6 
APH Amphenol Corp. Class A Common Stock
+1.78%
+$17,243.2 
TXN Texas Instruments Inc.
+1.64%
+$7,001.24 
ORCL Oracle Corporation
+1.62%
+$54,982.08 
AMD Advanced Micro Devices Inc.
+1.58%
+$30,493.44 
ANET Arista Networks Inc.
+1.47%
+$5,752.92 
ALLE Allegion plc
+1.46%
+$15,313.54 
CSCO Cisco Systems, Inc.
+1.4%
+$11,116.14 
NU Nu Holdings Ltd. Class A Ordinary Shares
+1.36%
+$3,000.4 
AMAT Applied Materials Inc.
+1.34%
+$48,081.7 
LGND Ligand Pharmaceuticals Incorporated
+1.26%
+$27,419.93 
QCOM QUALCOMM Incorporated
+1.17%
+$25,359.08 
GLW Corning Incorporated
+1.16%
+$42,013.44 
BCPC Balchem Corporation
+1.16%
+$7,720 
FCX Freeport-McMoRan Inc.
+1.08%
+$24,318 
TDY Teledyne Technologies Incorporated
+0.96%
+$10,828.23 
MSFT Microsoft Corporation Common Stock
+0.83%
+$94,184.27 
ASML ASML Holding N.V. NY Registered Shares
+0.82%
+$4,735.01 
BSY Bentley Systems, Incorporated Class B Common Stock
+0.74%
+$2,480.08 
ABT Abbott Laboratories
+0.73%
+$16,180.5 
SYK Stryker Corp.
+0.71%
+$1,405.99 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
+0.69%
+$2,258.69 
NVMI Nova Ltd. Ordinary Shares
+0.64%
+$5,636.19 
PAYC Paycom Software, Inc.
+0.62%
+$7,821.37 
LRCX Lam Research Corp.
+0.6%
+$4,693.09 
AME AMETEK, Inc.
+0.57%
+$17,522.11 
DTEC ALPS Disruptive Technologies ETF
+0.56%
+$3,022.42 
IBM International Business Machines Corporation
+0.5%
+$1,106.28 
AVGO Broadcom Inc.
+0.49%
+$8,214.3 
ABCB Ameris Bancorp
+0.47%
+$3,768.18 
BOX Box Inc. Class A Common Stock
+0.47%
+$4,115 
SXT Sensient Technologies Corporation
+0.38%
+$3,667.5 
BA The Boeing Company
+0.36%
+$9,439.76 
IBIT iShares Bitcoin Trust ETF
+0.35%
+$1,453.6 
SNFCA Security National Financial Corporation Class A Common Stock
+0.33%
+$1,300.67 
MPC Marathon Petroleum Corp.
+0.27%
+$7,970.76 
GBTC Grayscale Bitcoin Trust ETF
+0.27%
+$469.88 
QQQ Invesco QQQ Trust, Series 1
+0.27%
+$1,296.54 
POOL Pool Corporation
+0.26%
+$2,136.12 
ABBV AbbVie Inc.
+0.24%
+$1,464.72 
NOW ServiceNow Inc.
+0.23%
+$3,850.75 
NDSN Nordson Corporation
+0.15%
+$1,908.1 
PNR Pentair plc
+0.14%
+$1,130.72 
SPOT Spotify Technology S.A.
+0.1%
+$353.8 
JBBB Janus Henderson B-BBB CLO ETF
+0.09%
+$390.32 
DE Deere & Company
+0.07%
+$294.88 
SHOP Shopify Inc.
+0.07%
+$1,756.04 
GEV GE Vernova Inc.
+0.07%
+$212.77 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
+0.05%
+$503.75 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$80.57 
GILD Gilead Sciences Inc.
+0.03%
+$108.81 
ITGR Integer Holdings Corporation
+0.01%
+$98.56 UL
UL
0%
$0 
T AT&T Inc.
-5.83%
-$18,425.45 
OLLI Ollie's Bargain Outlet Holdings Inc.
-5.71%
-$40,440.82 
MET MetLife, Inc.
-4.99%
-$61,585.04 
OLED Universal Display Corp.
-4.5%
-$25,846.4 
ACN Accenture plc
-4.42%
-$72,160.24 
ODFL Old Dominion Freight Line, Inc.
-4.09%
-$57,420.3 
YUM Yum! Brands, Inc.
-3.77%
-$8,089.8 
BOOT Boot Barn Holdings, Inc.
-3.47%
-$18,586.88 
NVS Novartis AG Sponsored ADR
-3.4%
-$11,347.56 
WRB W. R. Berkley Corporation
-3.18%
-$25,852.8 
HLNE Hamilton Lane Inc. Class A
-3.06%
-$10,989.28 
EPAM EPAM Systems, Inc.
-3%
-$27,489.28 
ROST Ross Stores Inc.
-2.93%
-$56,894.12 
BKNG Booking Holdings Inc.
-2.92%
-$4,705.01 
PCG PG&E Corporation
-2.89%
-$26,945.25 
LOW Lowe's Companies, Inc.
-2.86%
-$36,480.6 
PEP PepsiCo, Inc.
-2.86%
-$6,883.24 
HD The Home Depot, Inc.
-2.83%
-$20,542.34 
STRL Sterling Infrastructure, Inc.
-2.78%
-$45,428.6 
PG The Procter & Gamble Company
-2.71%
-$20,643.84 
INSP Inspire Medical Systems, Inc.
-2.56%
-$7,363.74 
CI The Cigna Group
-2.54%
-$25,840.56 
KO The Coca-Cola Company
-2.44%
-$13,938.06 
BRO Brown & Brown Inc.
-2.42%
-$19,234.08 
VRSK Verisk Analytics, Inc.
-2.4%
-$21,337.55 
PRIM Primoris Services Corporation
-2.39%
-$12,564.8 
INTU Intuit Inc.
-2.39%
-$3,154.56 
EFX Equifax Inc.
-2.36%
-$28,100.52 
CAT Caterpillar Inc.
-2.33%
-$54,071.11 
YETI YETI Holdings, Inc.
-2.33%
-$13,063.61 
LLY Eli Lilly and Company
-2.33%
-$113,246.62 
GE General Electric Company
-2.32%
-$11,130.26 
SKY Champion Homes, Inc.
-2.26%
-$13,131 
MOG-A Moog Inc.
-2.26%
-$27,331.95 
ALL The Allstate Corporation
-2.22%
-$6,463.01 
WTW Willis Towers Watson Public Limited Company
-2.2%
-$6,944.5 
CSGP CoStar Group, Inc.
-2.17%
-$8,739.5 
CXT Crane NXT, Co.
-2.04%
-$15,221.29 
BMY Bristol-Myers Squibb Company
-2.04%
-$26,545.53 
MNST Monster Beverage Corporation
-2.03%
-$17,412.59 
HDB HDFC Bank Ltd. ADR
-2.03%
-$3,871.14 
MCD McDonald's Corporation
-2.02%
-$6,295.52 
ADBE Adobe Inc.
-1.95%
-$31,735.88 
MA Mastercard Inc. Class A Common Stock
-1.91%
-$72,927.06 
CB Chubb Limited
-1.9%
-$5,387.66 
LUV Southwest Airlines Co.
-1.9%
-$8,247.99 
PBH Prestige Consumer Healthcare Inc.
-1.81%
-$7,263.82 
MRK Merck & Co., Inc.
-1.75%
-$9,303.52 
KNF Knife River Corporation
-1.75%
-$6,368.5 
AIG American International Group, Inc.
-1.73%
-$21,156.47 
JNJ Johnson & Johnson
-1.71%
-$17,849.11 
CSW CSW Industrials Inc.
-1.65%
-$10,796.1 
FSS Federal Signal Corporation
-1.61%
-$10,041.16 
IT Gartner Inc.
-1.6%
-$6,225.79 
CNS Cohen & Steers Inc.
-1.57%
-$7,748.41 
IDCC InterDigital Inc.
-1.57%
-$18,735.59 
DPZ Domino's Pizza, Inc.
-1.56%
-$12,521.76 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.55%
-$12,453.12 
CSX CSX Corporation
-1.52%
-$18,011.04 
CALX Calix Inc.
-1.52%
-$9,087.68 
JPM JPMorgan Chase & Co.
-1.51%
-$40,657.28 
CAH Cardinal Health, Inc.
-1.51%
-$4,628.52 
ACIW ACI Worldwide, Inc.
-1.48%
-$21,331.59 
AON Aon plc Class A
-1.48%
-$24,289.41 
MRSH Marsh & McLennan Companies, Inc.
-1.48%
-$6,832.56 
MS Morgan Stanley Common Stock
-1.45%
-$25,621.32 
NWG NatWest Group plc Sponsored ADR
-1.44%
-$3,165.89 
FDS FactSet Research Systems Inc.
-1.43%
-$6,811.21 
BR Broadridge Financial Solutions, Inc.
-1.42%
-$15,672.98 
HLI Houlihan Lokey, Inc.
-1.4%
-$11,169.57 
RTX RTX Corporation
-1.4%
-$29,642.67 
JBTM JBT Marel Corporation
-1.4%
-$7,311.87 
ABNB Airbnb Inc. Class A Common Stock
-1.39%
-$30,855.17 
ZTS Zoetis Inc. Class A Common Stock
-1.39%
-$16,751.16 
CRM Salesforce, Inc.
-1.39%
-$8,411.26 
LPLA LPL Financial Holdings Inc.
-1.39%
-$8,309.97 
V Visa Inc. Class A
-1.39%
-$86,478.84 
PJT PJT Partners Inc. Class A Common Stock
-1.38%
-$9,095.49 
MPWR Monolithic Power Systems Inc.
-1.32%
-$38,130.72 
COF Capital One Financial Corp.
-1.31%
-$3,138.8 
REGN Regeneron Pharmaceuticals, Inc.
-1.29%
-$6,112.37 
C Citigroup Inc.
-1.26%
-$26,026 
SBUX Starbucks Corp.
-1.24%
-$26,122.32 
COST Costco Wholesale Corp
-1.22%
-$10,019.2 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$35,549.21 
LYG Lloyds Banking Group plc ADR
-1.21%
-$1,705.8 
WEC WEC Energy Group Inc.
-1.19%
-$2,968.56 
WMT Walmart Inc.
-1.17%
-$7,511.8 
BIZD VanEck BDC Income ETF
-1.16%
-$2,981.58 
CVS CVS Health Corporation Common Stock
-1.13%
-$21,414.98 
VZ Verizon Communications Inc.
-1.09%
-$20,263.32 
VCEL Vericel Corporation
-1.02%
-$6,455.24 
MSCI MSCI Inc.
-1%
-$30,168.18 
FE FirstEnergy Corp.
-1%
-$4,255.68 
WAB Wabtec Corporation
-0.99%
-$24,258.78 
LMAT LeMaitre Vascular Inc.
-0.95%
-$5,670.81 
WFC Wells Fargo & Company
-0.95%
-$12,227.16 
ADSK Autodesk Inc.
-0.93%
-$5,536.32 
NVO Novo Nordisk A/S Sponsored ADR
-0.93%
-$2,065.53 
MELI MercadoLibre Inc.
-0.92%
-$1,453.77 
B BARRICK MINING CORP Common Stock (ABR0)
-0.89%
-$5,429.27 
GS The Goldman Sachs Group, Inc.
-0.87%
-$2,785.24 
BRK-B Berkshire Hathaway Inc.
-0.86%
-$15,340.8 
EME EMCOR Group, Inc.
-0.85%
-$5,531.43 
RSG Republic Services Inc.
-0.85%
-$1,824.49 
FAST Fastenal Co.
-0.81%
-$2,203.32 
ADP Automatic Data Processing Inc.
-0.8%
-$2,666.64 
MMSI Merit Medical Systems, Inc.
-0.78%
-$5,105.31 
LII Lennox International Inc.
-0.78%
-$5,866.44 
SAP SAP SE Sponsored ADR
-0.76%
-$4,130.31 
COO The Cooper Companies, Inc.
-0.76%
-$8,644.92 
STZ Constellation Brands Inc. Class A
-0.76%
-$1,396.5 
META Meta Platforms Inc Class A
-0.75%
-$27,868.1 
BDX Becton, Dickinson and Company
-0.74%
-$2,292.96 
DUK Duke Energy Corporation
-0.74%
-$2,164.5 
NFLX Netflix Inc.
-0.69%
-$15,695.3 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.69%
-$15,665.84 
PYPL PayPal Holdings, Inc.
-0.68%
-$1,103.7 
GLDM SPDR Gold MiniShares Trust
-0.68%
-$2,073.76 
WST West Pharmaceutical Services Inc.
-0.67%
-$15,532.77 
ELF e.l.f. Beauty, Inc.
-0.64%
-$4,923.12 
TSLA Tesla, Inc.
-0.6%
-$23,463.22 
MDT Medtronic plc
-0.6%
-$3,142.44 
BAC Bank of America Corporation
-0.59%
-$9,681.66 
DGX Quest Diagnostics Incorporated
-0.57%
-$1,789.2 
PM Philip Morris International Inc.
-0.56%
-$11,471.86 
HEI.A Heico Corporation
-0.55%
-$5,746.69 
CMCSA Comcast Corp. Class A Common Stock
-0.55%
-$853.87 
WMS Advanced Drainage Systems, Inc.
-0.55%
-$3,208.92 
EXPD Expeditors International of Washington Inc.
-0.54%
-$2,037 
SCHV Schwab U.S. Large-Cap Value ETF
-0.54%
-$5,870.42 
UNH UnitedHealth Group Inc.
-0.53%
-$1,478.05 
PRF Invesco RAFI US 1000 ETF
-0.51%
-$2,319.61 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.5%
-$5,570.38 
GOOGL Alphabet Inc
-0.48%
-$31,576.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.47%
-$8,268.48 
CNC Centene Corp.
-0.45%
-$5,327.36 
SE Sea Limited Sponsored ADR
-0.45%
-$721.82 
SONY Sony Group Corp. Sponsored ADR
-0.44%
-$1,518 
IDXX IDEXX Laboratories, Inc.
-0.43%
-$5,973.12 
AMZN Amazon.com Inc
-0.41%
-$41,650.47 
NPO Enpro Inc.
-0.41%
-$3,917.46 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.41%
-$5,776.8 
POWI Power Integrations, Inc.
-0.4%
-$1,148.93 
APD Air Products and Chemicals Inc.
-0.4%
-$952.32 
AAPL Apple Inc.
-0.39%
-$82,597.6 
GD General Dynamics Corp.
-0.37%
-$1,217.7 
DIS The Walt Disney Company
-0.37%
-$2,857.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$1,451.84 
SCHA Schwab U.S. Small-Cap ETF
-0.37%
-$1,182.24 
GOOG Alphabet Inc
-0.35%
-$25,878.95 
VOO Vanguard S&P 500 ETF
-0.34%
-$12,951.79 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.34%
-$1,873.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$1,012.6 
KLAC KLA Corporation
-0.33%
-$1,123.2 
SPY State Street SPDR S&P 500 ETF Trust
-0.33%
-$5,934.69 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.32%
-$1,659.2 
RELX RELX PLC American Depositary Receipt
-0.29%
-$535.56 
VTI Vanguard Total Stock Market ETF
-0.29%
-$746.64 
ALGN Align Technology Inc.
-0.28%
-$2,688.3 
UTI Universal Technical Institute, Inc.
-0.28%
-$1,189.08 
UFPT UFP Technologies Inc.
-0.27%
-$1,933.47 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.26%
-$2,114.26 
NVDA NVIDIA Corporation
-0.25%
-$25,709.4 
THC Tenet Healthcare Corp.
-0.25%
-$4,930 
TT Trane Technologies plc
-0.25%
-$850.25 
JQUA JPMorgan U.S. Quality Factor ETF
-0.22%
-$738.82 
WDAY Workday Inc Class A Common Stock
-0.21%
-$2,873.27 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.2%
-$1,664.08 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$1,044.24 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.16%
-$2,806.51 
EXPO Exponent Inc.
-0.15%
-$691.61 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.15%
-$3,267.6 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.14%
-$826.2 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$1,682.85 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.14%
-$692.87 
AES The AES Corporation
-0.13%
-$1,954.4 
LIN Linde plc
-0.13%
-$442.11 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.1%
-$1,604.26 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.07%
-$292.87 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$160.87 
TILE Interface, Inc.
-0.01%
-$131.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 248 | Longs Won 153/248 61% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $783,398.99 |
| Average Win $419,885.94 | Best Trade (Oct 23) $8.73M | Sharpe Ratio -1,321.62 |
| Average Loss -$235,943.04 | Worst Trade (Oct 23) -$2.45M | Z-Score 4.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $168,661.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,321 | 1,189 | 1,057 | 925 | 793 | 661 | 528 | 396 | 264 | 132 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,640 | $12.65M | $21.38M | - | $8.73M | 69.07% | -0.385% |
| ABBV AbbVie Inc. | 2,154 | $399,856 | $615,763.98 | - | $215,907.98 | 54% | +0.238% |
| ABCB Ameris Bancorp | 9,662 | $625,148 | $799,627.12 | - | $174,479.12 | 27.91% | +0.473% |
| ABNB Airbnb Inc. Class A Common Stock | 12,594 | $1.67M | $2.18M | - | $515,976.14 | 30.96% | -1.394% |
| ABT Abbott Laboratories | 21,574 | $2.93M | $2.23M | - | -$706,442.76 | -24.08% | +0.732% |
| ACIW ACI Worldwide, Inc. | 25,602 | $1.18M | $1.42M | - | $241,856.79 | 20.58% | -1.483% |
| ACN Accenture plc | 6,316 | $1.89M | $1.56M | - | -$325,748.46 | -17.26% | -4.416% |
| ADBE Adobe Inc. | 6,022 | $2.33M | $1.6M | - | -$732,273.84 | -31.43% | -1.948% |
| ADP Automatic Data Processing Inc. | 1,084 | $334,390 | $331,140.32 | - | -$3,249.68 | -0.97% | -0.799% |
| ADSK Autodesk Inc. | 2,336 | $723,156 | $590,026.88 | - | -$133,129.12 | -18.41% | -0.93% |
| AES The AES Corporation | 97,720 | $1.03M | $1.46M | - | $432,906 | 42.11% | -0.134% |
| AIG American International Group, Inc. | 14,692 | $1.26M | $1.2M | - | -$58,733.72 | -4.67% | -1.734% |
| ALGN Align Technology Inc. | 6,252 | $1.18M | $969,560.16 | - | -$214,131.84 | -18.09% | -0.277% |
| ALL The Allstate Corporation | 1,124 | $226,272 | $284,765.4 | - | $58,493.4 | 25.85% | -2.219% |
| ALLE Allegion plc | 5,924 | $853,766 | $1.06M | - | $207,252.02 | 24.28% | +1.464% |
| AMAT Applied Materials Inc. | 9,540 | $1.75M | $3.63M | - | $1.88M | 107.9% | +1.342% |
| AMD Advanced Micro Devices Inc. | 3,788 | $537,518 | $1.95M | - | $1.42M | 263.62% | +1.585% |
| AME AMETEK, Inc. | 12,884 | $2.33M | $3.09M | - | $762,947.12 | 32.72% | +0.569% |
| AMT American Tower Corporation | 6,094 | $1.35M | $1.15M | - | -$197,871.59 | -14.69% | +3.825% |
| AMZN Amazon.com Inc | 40,242 | $8.83M | $10.03M | - | $1.21M | 13.65% | -0.413% |
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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: Verizon Communications Inc - $171,132.95, iShares 0-5 Year High Yield Corporate Bond ETF - $169,642.4, iShares Broad USD High Yield Corporate Bond ETF - $156,016.1, Microsoft Corporation Common Stock - $97,454.94, and The 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 $4.28M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $171,132.95, iShares 0-5 Year High Yield Corporate Bond ETF - $169,642.4, iShares Broad USD High Yield Corporate Bond ETF - $156,016.1, Microsoft Corporation Common Stock - $97,454.94, and The 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.
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