Luther Hartwell Hodges Portfolio
Invests via Waycross Investment Management Co. | Managed by Luther H. (Hart) Hodges, David G. Schneider
Invests via Waycross Investment Management Co.
Managed by Luther H. (Hart) Hodges, David G. Schneider
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Luther Hartwell Hodges Profile
Luther Hartwell Hodges is recognized for his impactful contributions to corporate governance and economic development. With a distinguished career in public service, he served as the Governor of North Carolina, where he spearheaded significant reforms that bolstered industrial growth and modernization within the state. His leadership extended into various sectors, with pivotal roles on numerous boards that influenced business practices nationally. Notably, he played an instrumental part in initiatives fostering educational advancements and workforce development aligned with evolving market demands. His legacy reflects a commitment to progressive economic policies that have made enduring marks on both local businesses and broader capital markets.
Luther Hartwell Hodges is recognized for his impactful contributions to corporate governance and economic development. With a distinguished career in public service, he served as the Governor of North Carolina, where he spearheaded significant reforms that bolstered industrial growth and modernization within the state. His leadership extended into various sectors, with pivotal roles on numerous boards that influenced business practices nationally. Notably, he played an instrumental part in initiatives fostering educational advancements and workforce development aligned with evolving market demands. His legacy reflects a commitment to progressive economic policies that have made enduring marks on both local businesses and broader capital markets.
Investment Philosophy & Strategy
Opportunity arises from Luther Hartwell Hodges' extensive experience in both public service and corporate leadership. His approach to investment reflects a keen understanding of market dynamics, honed through years of driving reforms that enhanced economic viability. Focused on fostering sustainable growth, he identifies industries poised for innovation and scalability, aiming to bolster competitive positioning within emerging sectors. Engaging with a diverse range of stakeholders allows him to create collaborative pathways that address workforce needs while simultaneously advancing capital development initiatives. The strategic acumen derived from his governance roles informs decisions aimed at unlocking value across multiple business environments.
Opportunity arises from Luther Hartwell Hodges' extensive experience in both public service and corporate leadership. His approach to investment reflects a keen understanding of market dynamics, honed through years of driving reforms that enhanced economic viability. Focused on fostering sustainable growth, he identifies industries poised for innovation and scalability, aiming to bolster competitive positioning within emerging sectors. Engaging with a diverse range of stakeholders allows him to create collaborative pathways that address workforce needs while simultaneously advancing capital development initiatives. The strategic acumen derived from his governance roles informs decisions aimed at unlocking value across multiple business environments.
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:
23.45%
Gain -0.27%
Monthly
0.67%
Yearly
8.31%
Drawdown
7.66%
$129.99M
Equity
Holdings
$129.99M
Investment
$108.3M
$30.69M
Profit -$228,181.21
Realized
$9M
Unrealized
$21.69M
Dividends
$8.46M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$228,181.21
Win %
67%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$214,461.96
Win %
67%
This Month
Compared to last month
Gain
-0.8%
Profit
-$1.05M
Win %
67%
This Year
Compared to last year
Gain
-0.85%
Profit
-$1.11M
Win %
68%
AVGO Broadcom Inc.
+2.27%
+$9,761.41 
MSFT Microsoft Corp.
+2.1%
+$77,773.95 
GOOG Alphabet Inc
+1.87%
+$71,896.22 
JBL Jabil Inc.
+1.87%
+$67,591.74 
TMUS T-Mobile US, Inc.
+1.74%
+$27,120.8 
INTU Intuit Inc.
+1.35%
+$15,229.28 
AMZN Amazon.com Inc
+1.12%
+$7,362.66 
COPX Global X Copper Miners ETF
+0.81%
+$1,962.31 
RTX RTX Corporation
+0.69%
+$13,568.66 
CME CME Group Inc.
+0.46%
+$5,297.14 
MDT Medtronic plc
+0.42%
+$4,962.65 
VGT Vanguard Information Technology ETF
+0.41%
+$984.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.35%
+$718.01 
VUG Vanguard Growth ETF
+0.29%
+$1,111.32 
BNY BlackRock New York Municipal Income Trust
+0.23%
+$1,480 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.07%
+$985.01 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$284.65 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.01%
+$449.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$41.24 
BRK-B Berkshire Hathaway Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WU Western Union Co.
-2.31%
-$21,863.66 
DE Deere & Company
-2.08%
-$46,600.2 
CAT Caterpillar Inc.
-1.92%
-$4,215.01 
XYL Xylem Inc.
-1.82%
-$10,153.19 
STLD Steel Dynamics Inc.
-1.81%
-$55,578.32 
CP Canadian Pacific Kansas City Limited
-1.75%
-$13,518.18 
AAPL Apple Inc.
-1.71%
-$30,316.27 
WMT Walmart Inc.
-1.54%
-$22,388.96 
POWL Powell Industries Inc.
-1.54%
-$3,231.81 
JNJ Johnson & Johnson
-1.3%
-$3,395.29 
J Jacobs Solutions Inc.
-1.26%
-$10,802.46 
DHR Danaher Corporation
-0.88%
-$8,996.4 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.61%
-$37,285.3 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$12,236.19 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.51%
-$31,400.1 
BUG Global X Cybersecurity ETF
-0.5%
-$8,573.1 
CSCO Cisco Systems, Inc.
-0.5%
-$10,299.14 
XLU Utilities Select Sector SPDR Fund
-0.48%
-$31,850.74 
VB Vanguard Small-Cap ETF
-0.45%
-$20,031.51 
DUHP Dimensional US High Profitability ETF
-0.45%
-$32,279.72 
VTV Vanguard Value ETF
-0.42%
-$1,524.4 
GDX VanEck Gold Miners ETF
-0.42%
-$2,114.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$24,995.29 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.34%
-$23,673 
COST Costco Wholesale Corporation
-0.3%
-$2,736.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.28%
-$1,913.84 
VO Vanguard Mid-Cap ETF
-0.27%
-$913.32 
GLD SPDR Gold Shares
-0.22%
-$561.33 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.21%
-$2,373.59 
COWZ Pacer US Cash Cows 100 ETF
-0.18%
-$5,572.8 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.18%
-$18,586.15 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.12%
-$11,079.33 
SCHB Schwab U.S. Broad Market ETF
-0.09%
-$992.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$629.83 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$169.85 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$2,391.47 
VOO Vanguard S&P 500 ETF
-0.03%
-$88.06 
IVV iShares Core S&P 500 ETF
-0.01%
-$29.71 Events
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Dividends
Dividend Analysis
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| Trades 599 | Longs Won 408/599 68% | Profit Factor 9.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,533.42 |
| Average Win $84,263.7 | Best Trade (Jul 24) $2.9M | Sharpe Ratio -9.68 |
| Average Loss -$19,330.74 | Worst Trade (Jul 22) -$274,109.69 | Z-Score -2.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $51,231.08 |
| 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 | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Luther Hartwell Hodges?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $1.33M, Dimensional US High Profitability ETF - $1.14M, iShares iBonds Dec 2030 Treasury ETF - $995,797.68, iShares iBonds Dec 2029 Term Fund - $919,589.86, and Vanguard Small-Cap ETF - $855,776.4. 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: Graphic Packaging Holding Company - $221,171.09, iShares MSCI Turkey ETF - $171,055.09, iShares MSCI Mexico ETF - $163,903.58, Sanmina Corporation - $142,393.05, and PayPal Holdings Inc - $119,006.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Luther Hartwell Hodges's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.46M earned over time. The largest contributors to dividend income include iShares iBonds Dec 2030 Treasury ETF - $989,584.28, iShares iBonds Dec 2029 Term Fund - $913,625.33, Invesco BulletShares 2031 Corporate Bond ETF - $723,463.08, Invesco BulletShares 2023 Corporate Bond ETF - $590,976.22, and Invesco BulletShares 2030 Corporate Bond ETF - $546,003.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Luther Hartwell Hodges's monthly returns?
Luther Hartwell Hodges's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Luther Hartwell Hodges's strategy be considered aggressive or moderate?
Luther Hartwell Hodges's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Luther Hartwell Hodges's strategy?
Luther Hartwell Hodges's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
