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:
84.52%
Gain -2.5%
Monthly
2.01%
Yearly
27.05%
Drawdown
22.98%
$283.57M
Equity
Holdings
$283.57M
Investment
$228.17M
$90.45M
Profit -$5.27M
Realized
$35.05M
Unrealized
$55.4M
Dividends
$6.25M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.5%
Profit
-$5.27M
Win %
81%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$393,797.19
Win %
81%
This Month
Compared to last month
Gain
-1.82%
Profit
-$5.26M
Win %
81%
This Year
Compared to last year
Gain
-4.24%
Profit
-$10.68M
Win %
80%
LPG Dorian LPG Ltd.
+5.02%
+$76,355.96 
BWLP BW LPG Limited
+3.58%
+$11,558.82 
CENX Century Aluminum Company
+3.23%
+$36,729.4 
SNEX StoneX Group Inc.
+2.99%
+$53,667.97 
SNDK SanDisk Corporation
+2.67%
+$44,331.45 
FIX Comfort Systems USA, Inc.
+2.28%
+$44,829.18 
MSFT Microsoft Corp.
+2.15%
+$293,756.89 
GEV GE Vernova Inc.
+2.02%
+$44,024.52 
CLS Celestica Inc.
+1.99%
+$22,542 
AVGO Broadcom Inc.
+1.98%
+$164,302.17 
MU Micron Technology, Inc.
+1.95%
+$111,838.81 
STRL Sterling Infrastructure, Inc.
+1.83%
+$18,900.86 
AMD Advanced Micro Devices, Inc.
+1.57%
+$27,850.46 
ATEX Anterix Inc.
+1.54%
+$16,681.1 
GOOG Alphabet Inc
+1.52%
+$5,575.5 
GOOGL Alphabet Inc
+1.5%
+$228,103.56 
MPWR Monolithic Power Systems, Inc.
+1.28%
+$28,072.8 
CVX Chevron Corporation
+1.24%
+$19,809.83 
PBR Petrobras S.A. Sponsored ADR
+1.22%
+$4,264.48 
VLO Valero Energy Corporation
+1.18%
+$19,936.02 
AMZN Amazon.com Inc
+1.12%
+$136,148.53 
VRT Vertiv Holdings Co
+0.73%
+$10,452.94 
FCX Freeport-McMoRan Inc.
+0.73%
+$10,044.45 
XOM Exxon Mobil Corporation
+0.68%
+$2,765 
PWR Quanta Services Inc.
+0.64%
+$10,385.31 
MO Altria Group, Inc.
+0.61%
+$4,383.9 
GD General Dynamics Corporation
+0.55%
+$2,185.65 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.51%
+$2,097.21 
ANET Arista Networks, Inc.
+0.44%
+$7,123.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$12,041.37 
AFG American Financial Group Inc.
+0.26%
+$893.53 
NVDA NVIDIA Corporation
+0.23%
+$44,727.08 
IBM International Business Machines Corporation
+0.15%
+$680.79 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$384.75 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$447.72 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$11,917.9 
XLK State Street Technology Select Sector SPDR ETF
+0.07%
+$487.2 
CGUI Capital Group Ultra Short Income ETF
+0.02%
+$106.22 
SGVT Schwab Government Money Market ETF
+0.01%
+$88.26 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BE Bloom Energy Corporation
-8.33%
-$182,383.1 
SPCX Space Exploration Technologies Corp. Class A
-3.34%
-$9,720.72 
LLY Eli Lilly and Company
-2.73%
-$86,580.4 
NUE Nucor Corporation
-2.48%
-$41,107.54 
MRK Merck & Co., Inc.
-2.42%
-$37,231.41 
UBS UBS Group AG
-2.33%
-$36,362.49 
AAPL Apple Inc.
-2.14%
-$387,186.8 
MS Morgan Stanley
-2.12%
-$50,511.01 
LRCX Lam Research Corporation
-2.09%
-$51,672.46 
POWL Powell Industries Inc.
-1.94%
-$22,148.66 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
-1.91%
-$7,214.34 
CAT Caterpillar Inc.
-1.81%
-$61,411.18 
CSWC Capital Southwest Corporation
-1.81%
-$6,055.72 
WMT Walmart Inc.
-1.79%
-$35,369.52 
HD The Home Depot, Inc.
-1.72%
-$4,080.99 
AZO AutoZone Inc.
-1.72%
-$7,061.85 
RF Regions Financial Corporation
-1.71%
-$6,955.2 
ACMR Acm Research Inc.
-1.67%
-$11,375 
JNJ Johnson & Johnson
-1.67%
-$36,916.56 
F Ford Motor Company
-1.62%
-$23,722.89 
HSBC HSBC Holdings plc Sponsored ADR
-1.59%
-$36,712 
RPRX Royalty Pharma plc
-1.51%
-$26,491.52 
DB Deutsche Bank AG
-1.45%
-$7,657.65 
CMI Cummins Inc.
-1.4%
-$6,914.22 
NLY Annaly Capital Management, Inc.
-1.35%
-$5,263.8 
NWG NatWest Group plc Sponsored ADR
-1.34%
-$7,614.24 
OHI Omega Healthcare Investors Inc.
-1.25%
-$4,716.18 
PFE Pfizer Inc.
-1.2%
-$4,710.6 
RIO Rio Tinto Plc Sponsored ADR
-1.2%
-$6,121.44 
UTHR United Therapeutics Corporation
-1.18%
-$15,862.9 
XLV Health Care Select Sector SPDR Fund
-1.14%
-$3,529.11 
CSCO Cisco Systems, Inc.
-1.11%
-$4,955.04 
HBAN Huntington Bancshares Incorporated
-1.04%
-$71,421.57 
TIGO Millicom International Cellular S.A.
-0.98%
-$32,544 
D Dominion Energy, Inc.
-0.96%
-$3,625.76 
GS The Goldman Sachs Group, Inc.
-0.96%
-$34,340.2 
BMY Bristol-Myers Squibb Company
-0.95%
-$19,987.38 
BWXT Bwx Technologies Inc.
-0.95%
-$2,282.59 
HRB H&R Block Inc.
-0.9%
-$3,302.2 
GLW Corning Incorporated
-0.89%
-$13,035.55 
SO The Southern Company
-0.88%
-$2,690.52 
AEP American Electric Power Company, Inc.
-0.82%
-$12,246.15 
GILD Gilead Sciences Inc.
-0.8%
-$6,658.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$6,091.63 
FTNT Fortinet Inc.
-0.77%
-$12,535 
AMAT Applied Materials, Inc.
-0.75%
-$14,394.56 
AVDE Avantis International Equity ETF
-0.73%
-$22,705.15 
EXEL Exelixis Inc.
-0.7%
-$11,724.18 
VTWG Vanguard Russell 2000 Growth ETF
-0.67%
-$2,571.5 
JPM JPMorgan Chase & Co.
-0.65%
-$37,084.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.65%
-$15,840.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.62%
-$2,365.74 
FESM Fidelity Enhanced Small Cap ETF
-0.61%
-$9,498.66 
NEM Newmont Corporation
-0.56%
-$7,137 
COST Costco Wholesale Corporation
-0.54%
-$12,244.07 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$8,817.28 
C Citigroup Inc.
-0.49%
-$979.86 
EIX Edison International
-0.49%
-$11,752.64 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.48%
-$1,559.86 
VTV Vanguard Value ETF
-0.45%
-$16,868.3 
ABBV AbbVie Inc.
-0.44%
-$2,791.65 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.41%
-$4,165 
VO Vanguard Mid-Cap ETF
-0.4%
-$1,950.72 
FELV Fidelity Enhanced Large Cap Value ETF
-0.39%
-$13,026.4 
FMDE Fidelity Enhanced Mid Cap ETF
-0.37%
-$5,435.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$2,949.6 
BEDY BNY Mellon Enhanced Dividend and Income ETF
-0.31%
-$5,366.88 
VCRB Vanguard Core Bond ETF
-0.22%
-$656.71 
DFUS Dimensional U.S. Equity Market ETF
-0.21%
-$7,934.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$1,235.02 
VZ Verizon Communications Inc.
-0.21%
-$630.63 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$1,636.44 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$26,983.34 
PM Philip Morris International Inc.
-0.14%
-$2,204.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.12%
-$12,883.04 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$196.76 
FLDR Fidelity Low Duration Bond ETF
-0.06%
-$807.15 
META Meta Platforms Inc Class A
-0.03%
-$1,171.26 Events
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Dividends
Dividend Analysis
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| Trades 914 | Longs Won 576/914 63% | Profit Factor 7.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $426,902.78 |
| Average Win $183,107.08 | Best Trade (Jul 22) $6.43M | Sharpe Ratio -9.44 |
| Average Loss -$44,436.55 | Worst Trade (Jul 21) -$1.08M | Z-Score 2.09 (96.37%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $98,960.75 |
| 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 | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Dennis R. Plyler?
The largest contributions to the portfolio's profits come from the following stocks: Super Micro Computer Inc - $3.65M, SPDR S&P 500 ETF Trust - $2.29M, Bloom Energy Corporation - $2.23M, NRG Energy, Inc - $1.72M, and Lam Research Corporation - $1.7M. 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: Stellantis N.V - $736,357.81, Arista Networks, Inc - $608,119.79, Oscar Health, Inc - $361,344.38, First Solar, Inc - $317,980.79, and Frontline plc - $299,660.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dennis R. Plyler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.25M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $304,666.65, Microsoft Corp - $245,249.76, Exxon Mobil Corporation - $243,281.99, JPMorgan Chase & Co - $242,036.6, and Verizon Communications Inc - $187,256.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dennis R. Plyler's monthly returns?
Dennis R. Plyler'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 Dennis R. Plyler's strategy be considered aggressive or moderate?
Dennis R. Plyler'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 Dennis R. Plyler's strategy?
Dennis R. Plyler'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.
