Phillip G. Trueblood Portfolio
Invests via Trueblood Wealth Management, LLC | Managed by Phillip G. Trueblood, Phillip L. Trueblood
Invests via Trueblood Wealth Management, LLC
Managed by Phillip G. Trueblood, Phillip L. Trueblood
Automatically Tracked
Phillip G. Trueblood Profile
Payments industry executive focused on scaling global card and fintech platforms, active in strategic partnerships, product commercialization and regulatory engagement. Former operator with leadership roles across networks, issuer services and merchant acceptance; known for driving revenue diversification and technology-led migration to digital payments. Phillip G. Trueblood brings operating experience relevant to investors evaluating payment processors, fintech buyouts and infrastructure plays.
Payments industry executive focused on scaling global card and fintech platforms, active in strategic partnerships, product commercialization and regulatory engagement. Former operator with leadership roles across networks, issuer services and merchant acceptance; known for driving revenue diversification and technology-led migration to digital payments. Phillip G. Trueblood brings operating experience relevant to investors evaluating payment processors, fintech buyouts and infrastructure plays.
Investment Philosophy & Strategy
Combines operator-led, growth-oriented investing with a payments infrastructure lens, prioritizing companies that scale global card and fintech platforms. Favors revenue diversification via product commercialization, network effects, strategic partnerships and regulatory-aligned market entry. Capital allocation emphasizes growth-stage equity and buyouts where operational levers—issuer services, merchant acceptance, payments orchestration—can be applied to accelerate migration to digital payments. Time horizon is medium-to-long, risk-managed through operational diligence and revenue predictableization.
Combines operator-led, growth-oriented investing with a payments infrastructure lens, prioritizing companies that scale global card and fintech platforms. Favors revenue diversification via product commercialization, network effects, strategic partnerships and regulatory-aligned market entry. Capital allocation emphasizes growth-stage equity and buyouts where operational levers—issuer services, merchant acceptance, payments orchestration—can be applied to accelerate migration to digital payments. Time horizon is medium-to-long, risk-managed through operational diligence and revenue predictableization.
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:
52.66%
Gain -0.07%
Monthly
1.27%
Yearly
16.36%
Drawdown
17.95%
$289.04M
Equity
Holdings
$289.04M
Investment
$211.39M
$80.73M
Profit -$150,422.4
Realized
$3.08M
Unrealized
$77.65M
Dividends
$11.54M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$150,422.4
Win %
74%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$2,788.83
Win %
74%
This Month
Compared to last month
Gain
2.06%
Profit
$5.84M
Win %
74%
This Year
Compared to last year
Gain
1.76%
Profit
$5.01M
Win %
73%
EOG EOG Resources, Inc.
+2.78%
+$6,862.02 
KMI Kinder Morgan, Inc.
+2.65%
+$10,774.08 
BKR Baker Hughes Company
+2.56%
+$30,267.31 
MSI Motorola Solutions, Inc.
+2.51%
+$24,733.26 
NOC Northrop Grumman Corporation
+2.42%
+$5,298.73 
RTX RTX Corporation
+2.39%
+$6,233.28 
LMT Lockheed Martin Corporation
+2.27%
+$15,185.03 
COP ConocoPhillips
+2.12%
+$22,641.22 
TRGP Targa Resources Corp.
+2.07%
+$8,163.11 
PEP PepsiCo, Inc.
+2.06%
+$11,895.85 
AMRZ Amrize Ltd.
+2.01%
+$3,169.5 
AEP American Electric Power Company, Inc.
+1.98%
+$15,320.88 
PM Philip Morris International Inc.
+1.93%
+$10,174.96 
TJX The TJX Companies, Inc.
+1.8%
+$22,221.54 
USB U.S. Bancorp
+1.78%
+$4,266.66 
SO The Southern Company
+1.73%
+$13,239.38 
C Citigroup Inc.
+1.66%
+$11,264.75 
DUK Duke Energy Corporation
+1.62%
+$7,359.09 
GE General Electric Company
+1.62%
+$6,031.52 
WEC WEC Energy Group Inc.
+1.61%
+$16,450.19 
JPM JPMorgan Chase & Co.
+1.61%
+$220,386.32 
OKE ONEOK, Inc.
+1.57%
+$17,636.4 
ROK Rockwell Automation, Inc.
+1.56%
+$9,602.32 
MDLZ Mondelez International, Inc.
+1.54%
+$7,806.56 
CVX Chevron Corporation
+1.52%
+$47,900.26 
DVN Devon Energy Corporation
+1.5%
+$6,978.2 
ATO Atmos Energy Corporation
+1.5%
+$5,421.84 
GD General Dynamics Corporation
+1.43%
+$7,530.66 
KO The Coca-Cola Company
+1.41%
+$14,725.44 
HD The Home Depot, Inc.
+1.33%
+$18,992.36 
CMI Cummins Inc.
+1.3%
+$18,981.61 
FXU First Trust Utilities AlphaDEX Fund
+1.29%
+$8,935.71 
PGR Progressive Corporation
+1.23%
+$3,420.37 
PG Procter & Gamble Co
+1.19%
+$14,336.23 
DLR Digital Realty Trust, Inc.
+1.19%
+$3,906.24 
CASY Casey's General Stores Inc.
+1.16%
+$20,055.47 
XEL Xcel Energy Inc.
+1.16%
+$3,581.79 
COST Costco Wholesale Corporation
+1.15%
+$20,468.75 
PXI Invesco Dorsey Wright Energy ETF
+1.14%
+$7,977.16 
MNST Monster Beverage Corporation
+1.14%
+$3,980.95 
LIN Linde plc
+1.12%
+$25,539.4 
NEE NextEra Energy, Inc.
+1.09%
+$9,626.58 
ETR Entergy Corporation
+1.09%
+$3,516.56 
ET Energy Transfer L.P.
+1.08%
+$4,051.89 
MRK Merck & Co., Inc.
+1.06%
+$10,237.17 
ES Eversource Energy
+1.05%
+$2,759.15 
CINF Cincinnati Financial Corporation
+1.04%
+$30,912.67 
ADI Analog Devices, Inc.
+1.03%
+$35,355.76 
XOM Exxon Mobil Corporation
+1.02%
+$23,606.65 
ACN Accenture plc Class A
+1%
+$13,332.48 
CARR Carrier Global Corporation
+0.98%
+$7,558.38 
ZTS Zoetis Inc.
+0.98%
+$2,783.07 
FERG Ferguson Enterprises Inc
+0.97%
+$3,108.63 
TXN Texas Instruments Inc
+0.96%
+$5,145.09 
BRO Brown & Brown Inc.
+0.96%
+$5,675.15 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.95%
+$3,937.72 
MPLX MPLX LP
+0.92%
+$5,447.93 
O Realty Income Corporation
+0.89%
+$3,872.88 
WMB The Williams Companies, Inc.
+0.88%
+$3,791.15 
IYM iShares U.S. Basic Materials ETF
+0.87%
+$2,298.9 
PSX Phillips 66
+0.86%
+$4,554.19 
AAPL Apple Inc.
+0.81%
+$95,830.92 
AXP American Express Company
+0.79%
+$9,773.68 
VZ Verizon Communications Inc.
+0.79%
+$4,232.55 
FXG First Trust Consumer Staples AlphaDEX Fund
+0.78%
+$4,045.08 
BAC Bank of America Corporation
+0.77%
+$2,040 
DIS The Walt Disney Company
+0.77%
+$3,079.55 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$13,495.59 
SPLV Invesco S&P 500 Low Volatility ETF
+0.73%
+$8,107.02 
AFL Aflac Inc.
+0.72%
+$1,821.54 
FVD First Trust Value Line Dividend Index Fund
+0.7%
+$6,126.8 
KMB Kimberly-Clark Corporation
+0.68%
+$1,787.07 
V Visa Inc. Class A
+0.67%
+$14,542.22 
CB Chubb Limited
+0.67%
+$12,748.18 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.67%
+$27,784.77 
ITW Illinois Tool Works Inc.
+0.66%
+$1,983.6 
PH Parker-Hannifin Corporation
+0.65%
+$4,488.8 
LLY Eli Lilly and Company
+0.64%
+$6,583.51 
TPL Texas Pacific Land Corporation
+0.64%
+$1,672.01 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$7,616.94 
FMNB Farmers National Banc Corp.
+0.62%
+$1,105.61 
T AT&T Inc.
+0.6%
+$1,565.06 
PYZ Invesco Dorsey Wright Basic Materials ETF
+0.57%
+$3,009.34 
TSCO Tractor Supply Company
+0.55%
+$3,396.6 
AJG Arthur J. Gallagher & Co.
+0.54%
+$10,112.96 
CTVA Corteva Inc.
+0.54%
+$472.01 
TRV The Travelers Companies, Inc.
+0.51%
+$2,990.46 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.5%
+$1,218.8 
ISRG Intuitive Surgical, Inc.
+0.5%
+$3,263.52 
FTCS First Trust Capital Strength ETF
+0.49%
+$9,170.88 
APD Air Products and Chemicals, Inc.
+0.48%
+$1,283.4 
JNJ Johnson & Johnson
+0.47%
+$9,635.43 
HBAN Huntington Bancshares Incorporated
+0.46%
+$875.63 
WMT Walmart Inc.
+0.45%
+$11,766.53 
NTRS Northern Trust Corporation
+0.44%
+$1,427.88 
SNA Snap-on Inc.
+0.43%
+$7,399.32 
FAST Fastenal Co.
+0.43%
+$6,209.85 
SYK Stryker Corporation
+0.42%
+$3,829.09 
SPGI S&P Global Inc.
+0.42%
+$2,311.57 
IFV First Trust Dorsey Wright Focus 5 International Fund
+0.41%
+$9,818.46 
SJM The J.M. Smucker Company
+0.39%
+$1,138.27 
GEV GE Vernova Inc.
+0.39%
+$1,113.84 
CGDG Capital Group Dividend Growers ETF
+0.37%
+$8,981.98 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$7,815.58 
GDX VanEck Gold Miners ETF
+0.33%
+$7,043.01 
MS Morgan Stanley
+0.33%
+$2,993.95 
ABBV AbbVie Inc.
+0.31%
+$8,633.1 
ADP Automatic Data Processing Inc.
+0.28%
+$2,197.63 
AMGN Amgen Inc.
+0.25%
+$992.2 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.25%
+$3,474.5 
MCD McDonald's Corporation
+0.25%
+$3,082.85 
GGG Graco Inc.
+0.24%
+$603.6 
KKR KKR & Co. Inc.
+0.24%
+$2,284.8 
CAT Caterpillar Inc.
+0.24%
+$9,783.78 
BA Boeing Company
+0.24%
+$1,301.4 
CPRT Copart Inc.
+0.23%
+$566.8 
WRB W.R. Berkley Corporation
+0.23%
+$1,919.3 
FCX Freeport-McMoRan Inc.
+0.23%
+$736.33 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.21%
+$2,107.78 
CGIE Capital Group International Equity ETF
+0.19%
+$3,819.55 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.18%
+$6,413.76 
VLO Valero Energy Corporation
+0.17%
+$911.4 
PEZ Invesco Dorsey Wright Consumer Discretionary Portfolio
+0.12%
+$529.92 
NVDA NVIDIA Corporation
+0.12%
+$6,596.72 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.12%
+$657.15 
DCI Donaldson Company, Inc.
+0.11%
+$320.6 
MA Mastercard Incorporated
+0.11%
+$801.77 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$1,132.32 
CME CME Group Inc.
+0.09%
+$639.88 
WELL Welltower Inc.
+0.09%
+$1,787.73 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$783.83 
ELV Elevance Health, Inc.
+0.06%
+$599.25 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.06%
+$624.4 
SHV iShares Short Treasury Bond ETF
+0.04%
+$114.84 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.03%
+$156.03 
WMS Advanced Drainage Systems, Inc.
+0.02%
+$44.22 
CTAS Cintas Corporation
+0.01%
+$130.09 
LMBS First Trust Low Duration Opportunities ETF
+0.01%
+$23.79 
ATAI AtaiBeckley Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SDVD FT Vest Smid Rising Dividend Fund
0%
$0 
PANW Palo Alto Networks, Inc.
-7.19%
-$72,593.35 
CRWD CrowdStrike Holdings, Inc.
-7.15%
-$97,188.86 
ZS Zscaler Inc.
-6.43%
-$23,680.6 
PLTR Palantir Technologies Inc.
-6.31%
-$24,253.11 
NOW ServiceNow, Inc.
-5.09%
-$16,994.67 
PTF Invesco Dorsey Wright Technology ETF
-5.02%
-$14,086.92 
DJT Trump Media & Technology Group Corp.
-4.19%
-$10,864.57 
INTC Intel Corporation
-4%
-$18,215.61 
AXON Axon Enterprise, Inc.
-3.65%
-$6,023.75 
MU Micron Technology, Inc.
-3.62%
-$19,608.74 
AMD Advanced Micro Devices, Inc.
-3.58%
-$49,186.1 
ORCL Oracle Corporation
-3.35%
-$56,519.32 
AMAT Applied Materials, Inc.
-3.02%
-$4,000.92 
AVGO Broadcom Inc.
-2.85%
-$64,147.52 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.8%
-$7,392.39 
CATX Perspective Therapeutics Inc.
-2.78%
-$6,483.1 
MRVL Marvell Technology, Inc.
-2.71%
-$27,110.49 
JBL Jabil Inc.
-2.67%
-$18,652.12 
KLAC KLA Corporation
-2.67%
-$20,260.05 
SOUN SoundHound AI Inc.
-2.45%
-$4,944 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-2.44%
-$23,487.1 
META Meta Platforms Inc Class A
-2.21%
-$17,935.65 
TER Teradyne, Inc.
-2.12%
-$3,787.66 
KEYS Keysight Technologies, Inc.
-1.9%
-$11,188.74 
MSFT Microsoft Corp.
-1.88%
-$150,683.75 
INTU Intuit Inc.
-1.85%
-$6,612.41 
MTUM iShares MSCI USA Momentum Factor ETF
-1.84%
-$22,034.87 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$15,325.78 
SOFI SoFi Technologies, Inc.
-1.69%
-$7,782.6 
CSCO Cisco Systems, Inc.
-1.68%
-$19,245.55 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
-1.67%
-$17,169.3 
GRAB Grab Holdings Limited
-1.67%
-$4,428.05 
MTSI MACOM Technology Solutions Holdings, Inc.
-1.64%
-$8,880 
EW Edwards Lifesciences Corporation
-1.62%
-$6,942.64 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.6%
-$3,616.2 
PDP Invesco Dorsey Wright Momentum ETF
-1.56%
-$4,089 
GOOGL Alphabet Inc
-1.55%
-$33,437.94 
SMH VanEck Semiconductor ETF
-1.55%
-$12,135.99 
SHOP Shopify Inc.
-1.49%
-$9,057.3 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$6,661.15 
DE Deere & Company
-1.44%
-$11,157.1 
CGGR Capital Group Growth ETF
-1.43%
-$34,354.28 
GOOG Alphabet Inc
-1.41%
-$22,380.3 
UNH UnitedHealth Group Incorporated
-1.34%
-$8,184.55 
FV First Trust Dorsey Wright Focus 5 ETF
-1.33%
-$25,752.87 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-1.32%
-$8,884.55 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.23%
-$5,763.6 
RKT Rocket Companies, Inc. Class A
-1.22%
-$2,322.95 
ETN Eaton Corporation plc
-1.22%
-$9,227.45 
PWR Quanta Services Inc.
-1.2%
-$9,394.2 
APH Amphenol Corporation
-1.19%
-$58,355.2 
FXH First Trust Health Care AlphaDEX Fund
-1.14%
-$6,305.78 
IWM iShares Russell 2000 ETF
-1.11%
-$4,370.67 
FTQI First Trust Nasdaq BuyWrite Fund
-1.1%
-$15,446.76 
STE STERIS plc
-1.1%
-$10,437.78 
QCOM QUALCOMM Incorporated
-1.09%
-$12,585.24 
TSLA Tesla, Inc.
-1.07%
-$9,678.32 
WSO Watsco Inc.
-1.07%
-$7,033.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.07%
-$2,891.17 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$20,227.66 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.05%
-$4,188.3 
NDSN Nordson Corporation
-1.04%
-$4,892.66 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.95%
-$5,669.51 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.94%
-$3,270.99 
CGXU Capital Group International Focus Equity ETF
-0.89%
-$17,582 
CMG Chipotle Mexican Grill, Inc.
-0.87%
-$1,632.4 
NU Nu Holdings Ltd.
-0.81%
-$1,551.72 
UBER Uber Technologies, Inc.
-0.8%
-$1,983.03 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.8%
-$4,261.06 
IBM International Business Machines Corporation
-0.79%
-$7,216.48 
BR Broadridge Financial Solutions, Inc.
-0.78%
-$7,514.32 
CGGO Capital Group Global Growth Equity ETF
-0.78%
-$29,804.7 
GILD Gilead Sciences Inc.
-0.78%
-$3,657.56 
ARES Ares Management Corporation
-0.74%
-$1,750.15 
DHR Danaher Corporation
-0.72%
-$5,431.23 
BABA Alibaba Group Holding Limited SP ADR
-0.7%
-$2,143.44 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.7%
-$1,474.5 
BX Blackstone Inc.
-0.69%
-$3,090 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.66%
-$1,612.52 
AMZN Amazon.com Inc
-0.62%
-$14,088.77 
PRN Invesco Dorsey Wright Industrials ETF
-0.6%
-$3,942.38 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.55%
-$5,121.05 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$8,018.98 
CGUS Capital Group Core Equity ETF
-0.51%
-$15,400.34 
ETHA iShares Ethereum Trust
-0.51%
-$1,503.96 
ARCC Ares Capital Corporation
-0.5%
-$1,906.17 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$5,270.1 
VOO Vanguard S&P 500 ETF
-0.48%
-$15,673.01 
MMM 3M Company
-0.43%
-$1,154.16 
FDX FedEx Corporation
-0.43%
-$1,165.36 
LAND Gladstone Land Corporation
-0.43%
-$560 
CGDV Capital Group Dividend Value ETF
-0.4%
-$7,724.73 
UNP Union Pacific Corporation
-0.35%
-$1,437.99 
RDDT Reddit Inc Class A
-0.34%
-$1,235.85 
EMR Emerson Electric Co.
-0.33%
-$2,334.38 
SYY Sysco Corporation
-0.33%
-$712.8 
VO Vanguard Mid-Cap ETF
-0.31%
-$4,200 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$764.77 
JCI Johnson Controls International plc
-0.28%
-$639.19 
ABT Abbott Laboratories
-0.28%
-$1,220.32 
PFI Invesco Dorsey Wright Financial Momentum ETF
-0.26%
-$1,128.76 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.25%
-$4,863.1 
XLV Health Care Select Sector SPDR Fund
-0.24%
-$742.56 
SLV iShares Silver Trust
-0.23%
-$660.72 
RSP Invesco S&P 500 Equal Weight ETF
-0.2%
-$10,614.66 
NDAQ Nasdaq, Inc.
-0.18%
-$2,581.28 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.16%
-$6,326.77 
RSG Republic Services, Inc.
-0.15%
-$3,735.47 
SHW The Sherwin-Williams Company
-0.13%
-$883.1 
RDVI FT Vest Rising Dividend Achievers Fund
-0.12%
-$6,121.47 
GWW W.W. Grainger, Inc.
-0.11%
-$1,015.05 
LNTH Lantheus Holdings, Inc.
-0.1%
-$908.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$261.45 
RDVY First Trust Rising Dividend Achievers ETF
-0.07%
-$797.46 
NSC Norfolk Southern Corporation
-0.07%
-$845.42 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.06%
-$907.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.06%
-$828.35 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.05%
-$194.72 
MPC Marathon Petroleum Corporation
-0.03%
-$765.66 
GS The Goldman Sachs Group, Inc.
-0.02%
-$325.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2310 | Longs Won 1643/2310 71% | Profit Factor 7.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,719.83 |
| Average Win $56,555.64 | Best Trade (Oct 16) $6.98M | Sharpe Ratio -12.52 |
| Average Loss -$18,276.85 | Worst Trade (Oct 15) -$759,960.25 | Z-Score 25.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $34,948.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,596 | $6.7M | $11.93M | - | $5.23M | 77.96% | +0.81% |
| ABBV AbbVie Inc. | 9,700 | $1.76M | $2.76M | - | $999,087.6 | 56.81% | +0.314% |
| ABT Abbott Laboratories | 4,208 | $484,714.11 | $439,273.12 | - | -$45,440.99 | -9.37% | -0.277% |
| ACN Accenture plc Class A | 5,952 | $2.09M | $1.35M | - | -$735,174.16 | -35.22% | +0.996% |
| ADI Analog Devices, Inc. | 8,499 | $1.79M | $3.47M | - | $1.68M | 93.96% | +1.03% |
| ADP Automatic Data Processing Inc. | 2,747 | $688,623.73 | $786,878.15 | - | $98,254.42 | 14.27% | +0.28% |
| AEP American Electric Power Company, Inc. | 6,228 | $512,791.57 | $789,399 | - | $276,607.43 | 53.94% | +1.979% |
| AFL Aflac Inc. | 2,143 | $184,437.51 | $254,802.7 | - | $70,365.19 | 38.15% | +0.72% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,905 | $290,343.12 | $276,904.6 | - | -$13,438.52 | -4.63% | -0.094% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 9,311 | $559,787.34 | $929,796.46 | - | $370,009.12 | 66.1% | -0.548% |
| AJG Arthur J. Gallagher & Co. | 7,436 | $1.76M | $1.87M | - | $109,973.12 | 6.25% | +0.544% |
| AMAT Applied Materials, Inc. | 308 | $222,331 | $128,442.16 | - | -$93,888.84 | -42.23% | -3.021% |
| AMD Advanced Micro Devices, Inc. | 2,441 | $443,837.76 | $1.32M | - | $879,379.52 | 198.13% | -3.584% |
| AMGN Amgen Inc. | 902 | $319,687.8 | $392,487.26 | - | $72,799.46 | 22.77% | +0.253% |
| AMRZ Amrize Ltd. | 4,226 | $225,249 | $160,883.82 | - | -$64,365.18 | -28.58% | +2.01% |
| AMZN Amazon.com Inc | 8,917 | $1.59M | $2.26M | - | $665,654.49 | 41.81% | -0.62% |
| APD Air Products and Chemicals, Inc. | 907 | $247,021.58 | $270,299.6 | - | $23,278.02 | 9.42% | +0.477% |
| APH Amphenol Corporation | 60,160 | $1.1M | $4.84M | - | $3.75M | 342.35% | -1.19% |
| ARCC Ares Capital Corporation | 20,065 | $408,262.55 | $377,723.62 | - | -$30,538.93 | -7.48% | -0.502% |
| ARES Ares Management Corporation | 2,059 | $252,805.52 | $233,037.62 | - | -$19,767.9 | -7.82% | -0.745% |
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FAQ
Which stocks have generated the highest profits for Phillip G. Trueblood?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $2.14M, NVIDIA Corporation - $858,645.39, FT Vest Rising Dividend Achievers Fund - $713,060.57, Advanced Micro Devices, Inc - $674,134.79, and First Trust Dow Jones Global Select Dividend Index Fund - $342,585.4. 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: UnitedHealth Group Incorporated - $603,881.34, Accenture plc Class A - $388,331.38, Intel Corporation - $249,648.72, Salesforce Inc - $233,357.64, and Intuit Inc - $196,257.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Phillip G. Trueblood's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.54M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $761,400.45, FT Vest Rising Dividend Achievers Fund - $713,060.57, First Trust Dow Jones Global Select Dividend Index Fund - $338,341.25, Chevron Corporation - $290,817.74, and First Trust Global Tactical Commodity Strategy Fund - $281,690.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Phillip G. Trueblood's monthly returns?
Phillip G. Trueblood'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 Phillip G. Trueblood's strategy be considered aggressive or moderate?
Phillip G. Trueblood's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Phillip G. Trueblood's strategy?
Phillip G. Trueblood'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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