Dennis R. Plyler Portfolio
Invests via FCG Investment Co | Managed by Dennis R. Plyler
Invests via FCG Investment Co
Managed by Dennis R. Plyler
Automatically Tracked
Dennis R. Plyler Profile
Seasoned corporate finance executive and investor with experience advising boards, managing treasury and investor-relations programs, and executing strategic M&A and capital-raising initiatives. Dennis R. Plyler brings a pragmatic, markets-focused perspective combining operating leadership with capital-markets execution, often supporting turnarounds, growth financings and integration planning. Frequently engaged by PE sponsors and public companies for governance, debt structuring and stakeholder communications.
Seasoned corporate finance executive and investor with experience advising boards, managing treasury and investor-relations programs, and executing strategic M&A and capital-raising initiatives. Dennis R. Plyler brings a pragmatic, markets-focused perspective combining operating leadership with capital-markets execution, often supporting turnarounds, growth financings and integration planning. Frequently engaged by PE sponsors and public companies for governance, debt structuring and stakeholder communications.
Investment Philosophy & Strategy
Adopts a pragmatic, markets‑oriented investment philosophy focused on capital preservation and value creation through active capital-structure management and governance improvements. Prefers event-driven opportunities—turnarounds, distressed financings, carve‑outs and growth recapitalizations—where operating input and clearer stakeholder communications accelerate value. Uses rigorous balance-sheet underwriting, stress-tested debt scenarios and milestone‑linked financing to manage risk, while prioritizing multi-year horizons tied to integration and operational improvement. Collaborates with PE sponsors and boards to align incentives and execute exit planning.
Adopts a pragmatic, markets‑oriented investment philosophy focused on capital preservation and value creation through active capital-structure management and governance improvements. Prefers event-driven opportunities—turnarounds, distressed financings, carve‑outs and growth recapitalizations—where operating input and clearer stakeholder communications accelerate value. Uses rigorous balance-sheet underwriting, stress-tested debt scenarios and milestone‑linked financing to manage risk, while prioritizing multi-year horizons tied to integration and operational improvement. Collaborates with PE sponsors and boards to align incentives and execute exit planning.
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:
46.44%
Gain -1.4%
Monthly
1.31%
Yearly
16.91%
Drawdown
18.33%
$258.21M
Equity
Holdings
$258.21M
Investment
$194.64M
$86.45M
Profit -$4.14M
Realized
$22.88M
Unrealized
$63.57M
Dividends
$5.62M
Goals
Avg. 33% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.4%
Profit
-$4.14M
Win %
81%
This Week
Compared To Last Week
Gain
-1.95%
Profit
-$5.14M
Win %
81%
This Month
Compared to last month
Gain
-4.37%
Profit
-$11.8M
Win %
81%
This Year
Compared to last year
Gain
-6.8%
Profit
-$8.51M
Win %
80%
VZ Verizon Communications Inc.
+2.53%
+$18,706.16 
MO Altria Group, Inc.
+1.96%
+$15,019.2 
TIGO Millicom International Cellular S.A.
+1.8%
+$33,309.68 
COST Costco Wholesale Corporation
+1.63%
+$60,071.59 
XOM Exxon Mobil Corporation
+1.49%
+$33,553.08 
WMT Walmart Inc.
+1.28%
+$36,668.48 
AFG American Financial Group Inc.
+1.26%
+$2,602.88 
SO The Southern Company
+1.06%
+$2,982.87 
ED Consolidated Edison, Inc.
+0.8%
+$2,134.35 
NFLX Netflix, Inc.
+0.79%
+$13,688.19 
JNJ Johnson & Johnson
+0.72%
+$13,842.45 
D Dominion Energy, Inc.
+0.69%
+$1,594.36 
EXC Exelon Corporation
+0.64%
+$1,554.98 
AAPL Apple Inc.
+0.52%
+$71,587.44 
HBAN Huntington Bancshares Incorporated
+0.51%
+$33,115.15 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.49%
+$4,852.98 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.47%
+$1,457.7 
AMAT Applied Materials, Inc.
+0.38%
+$9,866.13 
ABBV AbbVie Inc.
+0.33%
+$7,719.68 
EIX Edison International
+0.24%
+$3,158.94 
CSWC Capital Southwest Corporation
+0.23%
+$586.79 
EXEL Exelixis Inc.
+0.21%
+$3,721.96 
XLU Utilities Select Sector SPDR Fund
+0.06%
+$131.97 
FLDR Fidelity Low Duration Bond ETF
+0.03%
+$622.83 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$45.15 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$90.16 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
BE Bloom Energy Corporation
-9.56%
-$381,701.7 
NRG NRG Energy, Inc.
-6.9%
-$17,419.76 
CAT Caterpillar Inc.
-6.17%
-$81,125.84 
GEV GE Vernova Inc.
-6.05%
-$77,743.27 
PWR Quanta Services Inc.
-5.54%
-$83,521.09 
CMI Cummins Inc.
-5.14%
-$47,079.69 
AVGO Broadcom Inc.
-4.62%
-$363,108.68 
GLD SPDR Gold Shares
-3.94%
-$58,422.85 
STX Seagate Technology Holdings plc
-3.57%
-$43,715.13 
CEG Constellation Energy Corporation
-3.56%
-$27,154.27 
TSLA Tesla, Inc.
-3.54%
-$28,302.76 
FDX FedEx Corporation
-3.31%
-$16,257.55 
SYF Synchrony Financial
-3.3%
-$39,026.31 
BWXT Bwx Technologies Inc.
-3.08%
-$7,372.9 
NVDA NVIDIA Corporation
-3.06%
-$534,695.04 
MU Micron Technology, Inc.
-3.06%
-$205,577.99 
CENX Century Aluminum Company
-2.99%
-$18,944.38 
GILD Gilead Sciences Inc.
-2.95%
-$57,498 
FCX Freeport-McMoRan Inc.
-2.91%
-$34,114.41 
MPWR Monolithic Power Systems, Inc.
-2.87%
-$67,505.04 
IIPR Innovative Industrial Properties Inc.
-2.83%
-$8,105.4 
AMZN Amazon.com Inc
-2.56%
-$228,309.12 
GS The Goldman Sachs Group, Inc.
-2.55%
-$79,091.6 
DB Deutsche Bank AG
-2.49%
-$30,081.21 
GOOG Alphabet Inc
-2.49%
-$9,584.56 
GOOGL Alphabet Inc
-2.3%
-$286,463.59 
BNY BlackRock New York Municipal Income Trust
-2.19%
-$46,412.34 
RTX RTX Corporation
-2.13%
-$31,334.58 
META Meta Platforms Inc Class A
-2.02%
-$94,166.97 
RIO Rio Tinto Plc Sponsored ADR
-1.97%
-$29,248 
APAM Artisan Partners Asset Management Inc.
-1.96%
-$33,494.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.91%
-$85,299.06 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$15,041.51 
ACMR Acm Research Inc.
-1.78%
-$18,169.95 
RPRX Royalty Pharma plc
-1.73%
-$35,135.04 
IBM International Business Machines Corporation
-1.5%
-$9,734.38 
MS Morgan Stanley
-1.44%
-$20,985.98 
NUE Nucor Corporation
-1.38%
-$6,156.5 
VO Vanguard Mid-Cap ETF
-1.34%
-$25,558.72 
DFUS Dimensional U.S. Equity Market ETF
-1.34%
-$167,006.88 
VOO Vanguard S&P 500 ETF
-1.34%
-$12,698.73 
MSFT Microsoft Corp.
-1.34%
-$178,094.35 
MP MP Materials Corp.
-1.29%
-$10,670.1 
SPY SPDR S&P 500 ETF Trust
-1.29%
-$335,188.08 
PLTR Palantir Technologies Inc.
-1.29%
-$16,644.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.28%
-$30,596.65 
FELV Fidelity Enhanced Large Cap Value ETF
-1.27%
-$107,047.09 
MA Mastercard Incorporated
-1.24%
-$6,523.91 
VTWG Vanguard Russell 2000 Growth ETF
-1.22%
-$8,167.5 
MDY SPDR S&P MidCap 400 ETF Trust
-1.21%
-$9,958.29 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.18%
-$160,555.2 
CSCO Cisco Systems, Inc.
-1.1%
-$5,658.05 
LRCX Lam Research Corporation
-1.03%
-$31,573.51 
BMY Bristol-Myers Squibb Company
-0.98%
-$4,650.35 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$2,877 
NOC Northrop Grumman Corporation
-0.93%
-$11,667.38 
VIG Vanguard Dividend Appreciation ETF
-0.87%
-$5,830.32 
NLY Annaly Capital Management, Inc.
-0.85%
-$2,252.93 
LMT Lockheed Martin Corporation
-0.8%
-$12,630.78 
GD General Dynamics Corporation
-0.78%
-$11,090.83 
JPM JPMorgan Chase & Co.
-0.7%
-$32,924.61 
AZO AutoZone Inc.
-0.65%
-$2,755.35 
V Visa Inc. Class A
-0.62%
-$5,645.87 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.59%
-$14,432.76 
RF-PF Regions Financial Corporation
-0.59%
-$7,353.46 
HD The Home Depot, Inc.
-0.55%
-$1,839.24 
C Citigroup Inc.
-0.53%
-$1,645.92 
LLY Eli Lilly and Company
-0.52%
-$15,576.83 
MRK Merck & Co., Inc.
-0.48%
-$1,047.48 
ANET Arista Networks, Inc.
-0.45%
-$5,107.48 
LPG Dorian LPG Ltd.
-0.37%
-$4,904.48 
XLC Communication Services Select Sector SPDR Fund
-0.35%
-$1,079.52 
F-PD Ford Motor Company 6.500% Notes
-0.25%
-$1,793.23 Events
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Dividends
Dividend Analysis
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| Trades 799 | Longs Won 494/799 61% | Profit Factor 9.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,745.5 |
| Average Win $196,020.89 | Best Trade (Jun 09) $6.31M | Sharpe Ratio -9.86 |
| Average Loss -$34,040.49 | Worst Trade (Jun 29) -$591,099.05 | Z-Score 4.38 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $108,200.21 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
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