JAF
John A. Forbes Portfolio
Invests via Woodbridge CO LTD | Managed by John A. Forbes
Invests via Woodbridge CO LTD
Managed by John A. Forbes
Automatically Tracked
John A. Forbes Profile
With a distinguished career in investment banking and private equity, John A. Forbes has consistently demonstrated his expertise in corporate finance and strategic advisory services. His roles across various sectors have equipped him with a comprehensive understanding of market dynamics and financial structuring, enabling companies to optimize their capital strategies effectively. As an influential leader within the investment community, he focuses on facilitating mergers and acquisitions that drive value creation for stakeholders. His commitment to fostering innovation and operational excellence further establishes him as a key figure in advancing corporate growth trajectories.
With a distinguished career in investment banking and private equity, John A. Forbes has consistently demonstrated his expertise in corporate finance and strategic advisory services. His roles across various sectors have equipped him with a comprehensive understanding of market dynamics and financial structuring, enabling companies to optimize their capital strategies effectively. As an influential leader within the investment community, he focuses on facilitating mergers and acquisitions that drive value creation for stakeholders. His commitment to fostering innovation and operational excellence further establishes him as a key figure in advancing corporate growth trajectories.
Investment Philosophy & Strategy
Risk management is central to John A. Forbes’ investment approach, underpinned by his extensive background in corporate finance and strategic advisory services. His focus on operational excellence drives a meticulous evaluation of potential investments, ensuring that capital is allocated toward high-impact opportunities with sound fundamentals. By leveraging insights from various sectors, he tailors strategies that enhance value during mergers and acquisitions, advocating for sustainable growth patterns. This methodical mindset not only mitigates financial exposure but also positions him effectively within the competitive landscape of investment banking.
Risk management is central to John A. Forbes’ investment approach, underpinned by his extensive background in corporate finance and strategic advisory services. His focus on operational excellence drives a meticulous evaluation of potential investments, ensuring that capital is allocated toward high-impact opportunities with sound fundamentals. By leveraging insights from various sectors, he tailors strategies that enhance value during mergers and acquisitions, advocating for sustainable growth patterns. This methodical mindset not only mitigates financial exposure but also positions him effectively within the competitive landscape of investment banking.
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:
-32.54%
Gain -0.35%
Monthly
-2.47%
Yearly
-25.87%
Drawdown
54.7%
$37.44B
Equity
Holdings
$37.44B
Investment
$25.08B
-$21.06B
Profit -$126.61M
Realized
-$33.42B
Unrealized
$12.36B
Dividends
$209.15M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$126.61M
Win %
77%
This Week
Compared To Last Week
Gain
12.3%
Profit
$4.1B
Win %
77%
This Month
Compared to last month
Gain
25.4%
Profit
$7.58B
Win %
77%
This Year
Compared to last year
Gain
48.45%
Profit
$12.22B
Win %
61%
GFL GFL Environmental Inc.
+3.4%
+$695,452.5 
LMT Lockheed Martin Corporation
+2.56%
+$109,148.04 
IMO Imperial Oil Limited
+2.27%
+$41,288.91 
CNQ Canadian Natural Resources Ltd.
+2.16%
+$76,890 
TXN Texas Instruments Inc.
+1.93%
+$388,532.76 
INTC Intel Corporation
+1.69%
+$102,714.93 
APH Amphenol Corp. Class A Common Stock
+1.68%
+$127,059 
MSFT Microsoft Corporation Common Stock
+0.67%
+$161,673.45 
BXP BXP, Inc.
+0.18%
+$33,005.83 
CME CME Group Inc. Class A Common Stock
+0.1%
+$5,385.75 
EMRAF Emera Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 BAM
BAM
0%
$0 
SSNC SS&C Technologies Holdings, Inc.
-6.02%
-$203,768.95 
DLTR Dollar Tree Inc.
-5.74%
-$258,439.6 
AXP American Express Company
-3.65%
-$145,160.12 
LOW Lowe's Companies, Inc.
-3.04%
-$101,634.8 
HD The Home Depot, Inc.
-3%
-$93,426.02 
ROST Ross Stores Inc.
-2.99%
-$237,838.44 
ALSN Allison Transmission Holdings, Inc.
-2.74%
-$135,588 
WTW Willis Towers Watson Public Limited Company
-2.27%
-$190,264.11 
MA Mastercard Inc. Class A Common Stock
-1.83%
-$68,753.32 
AZO AutoZone, Inc.
-1.8%
-$100,814.61 
UNH UnitedHealth Group Inc.
-1.64%
-$455,794.65 
JNJ Johnson & Johnson
-1.59%
-$116,037.83 
JPM JPMorgan Chase & Co.
-1.38%
-$546,808.63 
COR Cencora Inc.
-1.28%
-$75,511.93 
V Visa Inc. Class A
-1.25%
-$389,795 
CP Canadian Pacific Kansas City Ltd.
-1.04%
-$131,961.9 
BRK-B Berkshire Hathaway Inc.
-0.98%
-$495,712.91 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$252,119.24 
DHR Danaher Corp.
-0.83%
-$198,804.26 
WAB Wabtec Corporation
-0.81%
-$47,409.8 
SRE Sempra
-0.7%
-$143,960 
TD Toronto-Dominion Bank
-0.6%
-$293,092.51 
GOOGL Alphabet Inc
-0.59%
-$585,427.2 
RY Royal Bank of Canada
-0.57%
-$257,119.88 
AMZN Amazon.com Inc
-0.55%
-$368,329.98 
AAPL Apple Inc.
-0.48%
-$13,360 
ICE Intercontinental Exchange, Inc.
-0.44%
-$26,129.67 
LIN Linde plc
-0.41%
-$19,344 
VOO Vanguard S&P 500 ETF
-0.37%
-$641,191.56 
TRI Thomson Reuters Corporation
-0.33%
-$121.46M 
KLAC KLA Corporation
-0.33%
-$9,148.8 
NEE NextEra Energy Inc.
-0.3%
-$85,137.5 
WM Waste Management Inc.
-0.27%
-$52,514.5 
VXUS Vanguard Total International Stock ETF
-0.23%
-$126,920 
FTS Fortis Inc.
-0.04%
-$12,035 Events
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Dividends
Dividend Analysis
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| Trades 92 | Longs Won 53/92 57% | Profit Factor 0.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.72B |
| Average Win $233.41M | Best Trade (Oct 23) $12.2B | Sharpe Ratio -32.4 |
| Average Loss -$857.24M | Worst Trade (Jun 29) -$33.41B | Z-Score 2.48 (98.7%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy -$228.93M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 44 | 39 | 35 | 31 | 26 | 22 | 17 | 13 | 9 | 4 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,000 | $1.64M | $2.77M | - | $1.13M | 68.91% | -0.48% |
| ALSN Allison Transmission Holdings, Inc. | 45,196 | $4.42M | $4.82M | - | $391,849.72 | 8.86% | -2.738% |
| AMZN Amazon.com Inc | 268,854 | $59.21M | $66.95M | - | $7.74M | 13.08% | -0.547% |
| APH Amphenol Corp. Class A Common Stock | 103,300 | $3.49M | $7.68M | - | $4.19M | 119.92% | +1.683% |
| AXP American Express Company | 12,224 | $4.52M | $3.83M | - | -$692,550.92 | -15.31% | -3.652% |
| AZO AutoZone, Inc. | 1,708 | $5.79M | $5.49M | - | -$307,141.1 | -5.3% | -1.805% |
| BAM BAM | 103,216 | $5.71M | $5.71M | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 91,969 | $44.79M | $49.81M | - | $5.02M | 11.2% | -0.985% |
| BXP BXP, Inc. | 300,053 | $20.24M | $18.48M | - | -$1.76M | -8.7% | +0.179% |
| CME CME Group Inc. Class A Common Stock | 16,831 | $4.6M | $5.16M | - | $559,126.3 | 12.16% | +0.105% |
| CNQ Canadian Natural Resources Ltd. | 66,000 | $2.07M | $3.64M | - | $1.56M | 75.37% | +2.161% |
| COR Cencora Inc. | 17,379 | $5.87M | $5.81M | - | -$62,824.84 | -1.07% | -1.284% |
| CP Canadian Pacific Kansas City Ltd. | 140,385 | $11.13M | $12.59M | - | $1.46M | 13.13% | -1.037% |
| DHR Danaher Corp. | 104,086 | $20.78M | $23.71M | - | $2.93M | 14.12% | -0.831% |
| DLTR Dollar Tree Inc. | 34,367 | $4.23M | $4.25M | - | $17,526.84 | 0.41% | -5.739% |
| EMRAF Emera Inc. | 631,641 | $30.29M | $30.29M | - | - | - | 0.0 |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 908,200 | $8.85M | $14.08M | - | $5.22M | 58.97% | 0.0 |
| FTS Fortis Inc. | 601,750 | $28.72M | $34.82M | - | $6.1M | 21.25% | -0.035% |
| GFL GFL Environmental Inc. | 463,635 | $23.4M | $21.16M | - | -$2.23M | -9.55% | +3.398% |
| GOOGL Alphabet Inc | 304,910 | $59.06M | $98.27M | - | $39.21M | 66.39% | -0.592% |
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FAQ
Which stocks have generated the highest profits for John A. Forbes?
The largest contributions to the portfolio's profits come from the following stocks: Thomson Reuters Corporation - $194.04M, Toronto-Dominion Bank - $1.81M, US Foods Holding Corp - $1.47M, Fortis Inc - $1.38M, and Royal Bank of Canada - $1.31M. 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: TRI - $33.42B, FactSet Research Systems Inc - $1.27M, Nike, Inc. Class B Common Stock - $943,881.05, T. Rowe Price Group Inc - $699,492.84, and Automatic Data Processing Inc - $665,735.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John A. Forbes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $209.15M earned over time. The largest contributors to dividend income include Thomson Reuters Corporation - $194.04M, Toronto-Dominion Bank - $1.81M, Fortis Inc - $1.38M, Royal Bank of Canada - $1.31M, and JPMorgan Chase & Co - $1.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John A. Forbes's monthly returns?
John A. Forbes's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can John A. Forbes's strategy be considered aggressive or moderate?
John A. Forbes's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow John A. Forbes's strategy?
John A. Forbes's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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