AN
Allan Neskie Portfolio
Invests via FLPUTNAM INVESTMENT MANAGEMENT Co. | Managed by Jerry Bert Love
Invests via FLPUTNAM INVESTMENT MANAGEMENT Co.
Managed by Jerry Bert Love
Automatically Tracked
Allan Neskie Profile
With a rich background in corporate finance and strategic operations, Allan Neskie stands out as a dynamic operating executive. His extensive experience includes key leadership roles where he has driven growth initiatives and operational efficiencies. Neskie's tenure spans diverse sectors, equipping him with the insights necessary to navigate complex market environments effectively. Known for his ability to foster partnerships and align stakeholder interests, he plays a critical role in shaping organizational strategies that enhance competitiveness. As an adept problem-solver, his contributions are vital for companies aiming for sustainable development amidst shifting economic landscapes.
With a rich background in corporate finance and strategic operations, Allan Neskie stands out as a dynamic operating executive. His extensive experience includes key leadership roles where he has driven growth initiatives and operational efficiencies. Neskie's tenure spans diverse sectors, equipping him with the insights necessary to navigate complex market environments effectively. Known for his ability to foster partnerships and align stakeholder interests, he plays a critical role in shaping organizational strategies that enhance competitiveness. As an adept problem-solver, his contributions are vital for companies aiming for sustainable development amidst shifting economic landscapes.
Investment Philosophy & Strategy
Growth opportunities are often identified through strategic foresight and operational acumen, reflecting a distinctive investment approach. Allan Neskie leverages his rich corporate finance background to explore transformative ventures that can drive long-term success. His unique insights into market dynamics allow him to focus on building value through innovative business strategies and effective stakeholder engagement. Known for cultivating robust partnerships, he emphasizes the importance of aligning objectives across various sectors while enhancing competitive positioning. This ability to adapt and respond to evolving challenges positions him as an influential figure in shaping sustainable growth trajectories.
Growth opportunities are often identified through strategic foresight and operational acumen, reflecting a distinctive investment approach. Allan Neskie leverages his rich corporate finance background to explore transformative ventures that can drive long-term success. His unique insights into market dynamics allow him to focus on building value through innovative business strategies and effective stakeholder engagement. Known for cultivating robust partnerships, he emphasizes the importance of aligning objectives across various sectors while enhancing competitive positioning. This ability to adapt and respond to evolving challenges positions him as an influential figure in shaping sustainable growth trajectories.
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:
41.36%
Gain -0.23%
Monthly
0.27%
Yearly
3.26%
Drawdown
10.93%
$472.92M
Equity
Holdings
$472.92M
Investment
$193.95M
$278.97M
Profit -$1.09M
Realized
-$0
Unrealized
$278.97M
Dividends
$101.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$1.09M
Win %
69%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$3.92M
Win %
69%
This Month
Compared to last month
Gain
0.32%
Profit
$1.51M
Win %
69%
This Year
Compared to last year
Gain
12.19%
Profit
$51.4M
Win %
69%
BMY Bristol-Myers Squibb Company
+4.61%
+$95,465.71 
MRK Merck & Co., Inc.
+3.8%
+$634,294.77 
LLY Eli Lilly and Company
+3.62%
+$823,906.91 
CVS CVS Health Corporation
+3.24%
+$840,958.08 
PFE Pfizer Inc.
+2.96%
+$53,812.18 
DOW Dow Inc.
+2.38%
+$1,884.28 
PG Procter & Gamble Co
+2.28%
+$310,820.02 
JNJ Johnson & Johnson
+2.13%
+$309,880.4 
KO The Coca-Cola Company
+1.85%
+$138,005.46 
MDT Medtronic plc
+1.31%
+$12,285.38 
KMB Kimberly-Clark Corporation
+1.14%
+$4,672.64 
BUD Anheuser-Busch InBev S.A. ADR
+1.12%
+$6,160 
MCD McDonald's Corporation
+1.06%
+$31,399.87 
BDX Becton, Dickinson and Company
+0.81%
+$15,992.93 
NSC Norfolk Southern Corporation
+0.81%
+$19,554.58 
HSY The Hershey Company
+0.74%
+$10,920 
CLX The Clorox Company
+0.62%
+$2,392 
HD The Home Depot, Inc.
+0.54%
+$53,087.71 
DIS The Walt Disney Company
+0.38%
+$14,137.65 
WFC Wells Fargo & Company
+0.2%
+$2,560 
PSA Public Storage Common Stock
+0.13%
+$10,360.19 
RAD Rite Aid Corporation
0%
$0 
AVP Avon Products Inc
0%
$0 
BKS Barnes & Noble Inc
0%
$0 
LPT Liberty Property Trust
0%
$0 EKDK
EKDKQ
0%
$0 HLSH
HLSH
0%
$0 LXK
LXK
0%
$0 6070
607059102
0%
$0 TYC
TYC
0%
$0 RX
RX
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 1976
197648108
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 2044
204493100
0%
$0 6762
67622M108
0%
$0 KRB
KRB
0%
$0 SGP
SGP
0%
$0 GDT
GDT
0%
$0 RD
RD
0%
$0 HNZ
HNZ
0%
$0 BGPI
BGPIQ
0%
$0 SWY
SWY
0%
$0 5526
55268B106
0%
$0 0309
030954101
0%
$0 LU
LU
0%
$0 5844
58440J104
0%
$0 0488
048825103
0%
$0 5422
542290408
0%
$0 2763
27637F100
0%
$0 5526
55267J100
0%
$0 9344
934488107
0%
$0 6116
611662107
0%
$0 7595
75952U103
0%
$0 NET
NET
0%
$0 9615
961548104
0%
$0 7846
784626103
0%
$0 CHIR
CHIR
0%
$0 GENZ
GENZ
0%
$0 ENRN
ENRNQ
0%
$0 2397
239753106
0%
$0 ASO
ASO
0%
$0 0660
06605R106
0%
$0 EOP
EOP
0%
$0 8412
841297104
0%
$0 SLE
SLE
0%
$0 8650
865077101
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 4415
441560109
0%
$0 BLC
BLC
0%
$0 EGN
EGN
0%
$0 0185
018548107
0%
$0 MXT
MXT
0%
$0 CB
CB
0%
$0 ESV
ESV
0%
$0 8323
832378301
0%
$0 3389
338915101
0%
$0 3623
362320103
0%
$0 WCII
WCIIQ
0%
$0 2839
283905107
0%
$0 3130
31304N107
0%
$0 6291
629140104
0%
$0 6933
693304107
0%
$0 STLY
STLY
0%
$0 3178
317867109
0%
$0 NHP
NHP
0%
$0 4826
482620101
0%
$0 0092
009266107
0%
$0 8835
88355R106
0%
$0 4626
462613100
0%
$0 HUBA
HUBA
0%
$0 1137
113739106
0%
$0 1956
195674106
0%
$0 7180
718009608
0%
$0 6406
640656104
0%
$0 7181
718154107
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 0319
031905102
0%
$0 5844
58440J203
0%
$0 BDF
BDF
0%
$0 4041
404100109
0%
$0 5012
501206106
0%
$0 5815
581557105
0%
$0 WHXP
WHXPR
0%
$0 1294
129466108
0%
$0 6824
682406202
0%
$0 4042
40426WAA9
0%
$0 FUN
FUN
0%
$0 
SUNW Sunworks Inc
-73.21%
-$0.49 
FNMA Fannie Mae
-9.22%
-$21,735.68 
BDN Brandywine Realty Trust
-5.24%
-$1,736 
XRX Xerox Holdings Corporation
-4.93%
-$954.21 
TDW Tidewater Inc.
-4.82%
-$1,428.79 
INTC Intel Corporation
-4.56%
-$735,635.88 
STT State Street Corp
-4.14%
-$134,106 
AMAT Applied Materials, Inc.
-3.79%
-$1.34M 
WMB The Williams Companies, Inc.
-2.37%
-$191,751.17 
NFG National Fuel Gas Company
-2.33%
-$42,430.41 
C Citigroup Inc.
-1.81%
-$7,415.01 
MSFT Microsoft Corp.
-1.8%
-$1.36M 
FR First Industrial Realty Trust Inc.
-1.77%
-$15,847 
WOR Worthington Enterprises Inc.
-1.6%
-$31,972.05 
IBM International Business Machines Corporation
-1.26%
-$24,843.55 
CSCO Cisco Systems, Inc.
-1.24%
-$264,475.64 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$40,805.47 
EQR Equity Residential
-0.94%
-$6,479 
AXP American Express Company
-0.93%
-$182,873.42 
DD DuPont de Nemours, Inc.
-0.83%
-$13,127.26 
SLB Schlumberger Limited
-0.53%
-$3,738.8 
CATY Cathay General Bancorp
-0.49%
-$15,776.05 
BAX Baxter International Inc.
-0.36%
-$1,590.62 
AIG American International Group Inc.
-0.28%
-$761.12 
LOW Lowe's Companies Inc.
-0.23%
-$15,179.35 
AES AES Corporation
-0.2%
-$6,430.8 
GE General Electric Company
-0.2%
-$18,522.68 
ALL Allstate Corporation
-0.1%
-$9,308.1 Events
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Dividends
Dividend Analysis
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| Trades 141 | Longs Won 40/141 28% | Profit Factor 20.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.38M |
| Average Win $7.34M | Best Trade (Oct 15) $69.46M | Sharpe Ratio 0 |
| Average Loss -$143,676.09 | Worst Trade (Oct 15) -$4.81M | Z-Score -3.71 (100%) |
| Commissions $0 | Avg. Trade Length 27y 9m 3w 4d | Expectancy $1.98M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.77% |
| Consecutive Losing Trades | 3,289 | 2,961 | 2,632 | 2,303 | 1,974 | 1,645 | 1,316 | 987 | 658 | 329 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 21,712 | $1.64M | $1.64M | - | - | - | 0.0 |
| 0092 009266107 | 40,825 | $1.47M | $1.47M | - | - | - | 0.0 |
| 0185 018548107 | 10,350 | $266,000 | $266,000 | - | - | - | 0.0 |
| 0236 02364J104 | 2,950 | $457,000 | $457,000 | - | - | - | 0.0 |
| 0266 026609107 | 9,580 | $540,000 | $540,000 | - | - | - | 0.0 |
| 0309 030954101 | 11,441 | $725,000 | $725,000 | - | - | - | 0.0 |
| 0319 031905102 | 4,039 | $366,000 | $366,000 | - | - | - | 0.0 |
| 0488 048825103 | 4,592 | $300,000 | $300,000 | - | - | - | 0.0 |
| 0660 06605R106 | 52,718 | $2.05M | $2.05M | - | - | - | 0.0 |
| 0778 077853109 | 13,760 | $743,000 | $743,000 | - | - | - | 0.0 |
| 1137 113739106 | 30,000 | $345,000 | $345,000 | - | - | - | 0.0 |
| 1294 129466108 | 28,662 | $994,000 | $994,000 | - | - | - | 0.0 |
| 1956 195674106 | 28,144 | $981,000 | $981,000 | - | - | - | 0.0 |
| 1976 197648108 | 7,499 | $433,000 | $433,000 | - | - | - | 0.0 |
| 2044 204493100 | 18,732 | $786,000 | $786,000 | - | - | - | 0.0 |
| 2397 239753106 | 46,482 | $2.52M | $2.52M | - | - | - | 0.0 |
| 2763 27637F100 | 14,200 | $621,000 | $621,000 | - | - | - | 0.0 |
| 2839 283905107 | 9,572 | $333,000 | $333,000 | - | - | - | 0.0 |
| 3022 302290101 | 63,602 | $4.65M | $4.65M | - | - | - | 0.0 |
| 3130 31304N107 | 10,500 | $936,000 | $936,000 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Allan Neskie?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $17.6M, CVS Health Corporation - $8.87M, Merck & Co., Inc - $5.88M, Procter & Gamble Co - $5.31M, and Microsoft Corp - $5.09M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Allan Neskie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $101.17M earned over time. The largest contributors to dividend income include General Electric Company - $17.6M, CVS Health Corporation - $8.87M, Merck & Co., Inc - $5.88M, Procter & Gamble Co - $5.31M, and Microsoft Corp - $5.09M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Allan Neskie's monthly returns?
Allan Neskie'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 Allan Neskie's strategy be considered aggressive or moderate?
Allan Neskie'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 Allan Neskie's strategy?
Allan Neskie'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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