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:
53.64%
Gain -0.67%
Monthly
1.35%
Yearly
17.46%
Drawdown
17.95%
$290.58M
Equity
Holdings
$290.58M
Investment
$211.39M
$82.27M
Profit -$1.49M
Realized
$3.08M
Unrealized
$79.19M
Dividends
$10.68M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.49M
Win %
76%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2.1M
Win %
76%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.49M
Win %
76%
This Year
Compared to last year
Gain
2.32%
Profit
$6.61M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$321,725.27 
ETN Eaton Corporation plc
+7.32%
+$53,420.97 
GOOG Alphabet Inc
+6.88%
+$105,776.85 
GOOGL Alphabet Inc
+6.73%
+$138,370.26 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$16,295.64 
FERG Ferguson Enterprises Inc
+3.52%
+$11,110.18 
META Meta Platforms Inc Class A
+3.28%
+$19,430.31 
ARES Ares Management Corporation
+3.2%
+$8,174.22 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$31,358.4 
MSFT Microsoft Corp.
+3.02%
+$202,597.35 
GRAB Grab Holdings Limited
+2.94%
+$8,856.1 
NVDA NVIDIA Corporation
+2.93%
+$144,874.3 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
+2.51%
+$22,058.41 
CVX Chevron Corporation
+2.35%
+$64,726.4 
MRVL Marvell Technology, Inc.
+2.32%
+$17,632.14 
FAST Fastenal Co.
+2.25%
+$30,327.15 
EOG EOG Resources, Inc.
+2.19%
+$5,177.06 
DVN Devon Energy Corporation
+2.17%
+$9,052.8 
CSCO Cisco Systems, Inc.
+2.14%
+$25,279.29 
JBL Jabil Inc.
+2.12%
+$15,900.55 
TPL Texas Pacific Land Corporation
+2.11%
+$6,330.79 
KEYS Keysight Technologies, Inc.
+2.04%
+$11,016.34 
GWW W.W. Grainger, Inc.
+1.97%
+$17,909.09 
OKE ONEOK, Inc.
+1.95%
+$21,610.8 
JCI Johnson Controls International plc
+1.93%
+$4,334.02 
ROK Rockwell Automation, Inc.
+1.93%
+$13,205.89 
ZS Zscaler Inc.
+1.89%
+$4,692.7 
PANW Palo Alto Networks, Inc.
+1.89%
+$16,764.9 
TSCO Tractor Supply Company
+1.85%
+$10,281.6 
ORCL Oracle Corporation
+1.81%
+$28,948.92 
DCI Donaldson Company, Inc.
+1.71%
+$5,065.48 
CINF Cincinnati Financial Corporation
+1.69%
+$52,259.07 
ZTS Zoetis Inc.
+1.66%
+$4,583.88 
KMI Kinder Morgan, Inc.
+1.64%
+$6,439.68 
ACN Accenture plc Class A
+1.61%
+$15,653.82 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$17,039.16 
VZ Verizon Communications Inc.
+1.52%
+$8,465.1 
LMT Lockheed Martin Corporation
+1.5%
+$10,839.28 
MPLX MPLX LP
+1.46%
+$8,716.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$3,685.69 
NOC Northrop Grumman Corporation
+1.43%
+$3,349.57 
PH Parker-Hannifin Corporation
+1.43%
+$9,947.8 
PWR Quanta Services Inc.
+1.43%
+$11,481.13 
GE General Electric Company
+1.42%
+$5,995.76 
KLAC KLA Corporation
+1.38%
+$10,848.97 
CGUS Capital Group Core Equity ETF
+1.29%
+$38,166.06 
PXI Invesco Dorsey Wright Energy ETF
+1.26%
+$7,989.04 
COP ConocoPhillips
+1.22%
+$10,906.91 
AMAT Applied Materials, Inc.
+1.18%
+$1,817.21 
ITW Illinois Tool Works Inc.
+1.15%
+$3,581.5 
MSI Motorola Solutions, Inc.
+1.14%
+$10,658.64 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$2,875.41 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$5,459.98 
NOW ServiceNow, Inc.
+1.05%
+$2,604.2 
PRN Invesco Dorsey Wright Industrials ETF
+1.01%
+$7,216.56 
BKR Baker Hughes Company
+0.98%
+$12,801.23 
ADP Automatic Data Processing Inc.
+0.98%
+$7,114.7 
UNP Union Pacific Corporation
+0.92%
+$3,839.47 
WMB The Williams Companies, Inc.
+0.89%
+$3,915.45 
NDSN Nordson Corporation
+0.86%
+$3,656.69 
IBM International Business Machines Corporation
+0.86%
+$7,490.94 
GEV GE Vernova Inc.
+0.85%
+$2,592.72 
MCD McDonald's Corporation
+0.82%
+$11,303.65 
EMR Emerson Electric Co.
+0.79%
+$5,101.18 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$3,458.16 
TSLA Tesla, Inc.
+0.76%
+$5,871.63 
MPC Marathon Petroleum Corporation
+0.76%
+$15,248.28 
TRGP Targa Resources Corp.
+0.76%
+$2,833.88 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,814.01 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.72%
+$7,392.23 
VOO Vanguard S&P 500 ETF
+0.71%
+$22,536.01 
CAT Caterpillar Inc.
+0.7%
+$31,519.47 
CARR Carrier Global Corporation
+0.68%
+$5,878.74 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$2,011.99 
PLTR Palantir Technologies Inc.
+0.65%
+$1,534.4 
CGGR Capital Group Growth ETF
+0.65%
+$14,651.09 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,819.4 
CGDV Capital Group Dividend Value ETF
+0.63%
+$12,280.34 
SYY Sysco Corporation
+0.63%
+$1,399.2 
TER Teradyne, Inc.
+0.6%
+$1,146.21 
ET Energy Transfer L.P.
+0.59%
+$2,261.52 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,864.77 
APH Amphenol Corporation
+0.55%
+$13,235.05 
PSX Phillips 66
+0.51%
+$1,975.28 
AXON Axon Enterprise, Inc.
+0.47%
+$971.71 
NSC Norfolk Southern Corporation
+0.46%
+$6,240.38 
FTQI First Trust Nasdaq BuyWrite Fund
+0.46%
+$6,304.8 
KKR KKR & Co. Inc.
+0.45%
+$4,896 
CASY Casey's General Stores Inc.
+0.4%
+$8,970.5 
RTX RTX Corporation
+0.39%
+$1,172.64 
VLO Valero Energy Corporation
+0.38%
+$1,475.6 
AVGO Broadcom Inc.
+0.37%
+$9,416.16 
PG Procter & Gamble Co
+0.37%
+$4,052.38 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,387.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,854.34 
BAC Bank of America Corporation
+0.36%
+$1,122 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$731.28 
SNA Snap-on Inc.
+0.33%
+$6,430.14 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$4,255.05 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$822.18 
GD General Dynamics Corporation
+0.32%
+$1,908.08 
MRK Merck & Co., Inc.
+0.32%
+$2,716.73 
SMH VanEck Semiconductor ETF
+0.3%
+$2,286.9 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,264.46 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$672.79 
JPM JPMorgan Chase & Co.
+0.27%
+$38,434.72 
CME CME Group Inc.
+0.21%
+$1,402.79 
SO The Southern Company
+0.21%
+$1,719.4 
JNJ Johnson & Johnson
+0.21%
+$4,291.41 
ADI Analog Devices, Inc.
+0.2%
+$6,289.18 
CMI Cummins Inc.
+0.19%
+$3,346.54 
PFI Invesco Dorsey Wright Financial Momentum ETF
+0.19%
+$919.56 
INTU Intuit Inc.
+0.18%
+$617.89 
PEZ Invesco Dorsey Wright Consumer Discretionary Portfolio
+0.18%
+$794.88 
USB U.S. Bancorp
+0.17%
+$460.12 
T AT&T Inc.
+0.17%
+$447.16 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$8,744.95 
MS Morgan Stanley
+0.17%
+$1,796.41 
CB Chubb Limited
+0.15%
+$2,850.87 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,860.65 
SDVD FT Vest Smid Rising Dividend Fund
+0.13%
+$1,867.68 
MMM 3M Company
+0.12%
+$336.62 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$4,866.75 
ISRG Intuitive Surgical, Inc.
+0.1%
+$548.98 
C Citigroup Inc.
+0.1%
+$714.3 
AFL Aflac Inc.
+0.09%
+$257.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$222.03 
WMT Walmart Inc.
+0.09%
+$2,220.14 
ABT Abbott Laboratories
+0.09%
+$378.72 
AEP American Electric Power Company, Inc.
+0.06%
+$435.96 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$1,986.98 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$453.74 
DIS The Walt Disney Company
+0.03%
+$108.69 
SHV iShares Short Treasury Bond ETF
+0.03%
+$86.13 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$81.19 
ATAI AtaiBeckley Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$83,970.37 
CTVA Corteva Inc.
-11.9%
-$71,678.09 
AAPL Apple Inc.
-7.35%
-$848,293.92 
SYK Stryker Corporation
-6.42%
-$68,985.92 
LIN Linde plc
-5.95%
-$139,498.65 
MU Micron Technology, Inc.
-5.9%
-$29,997 
DJT Trump Media & Technology Group Corp.
-5.01%
-$18,224.44 
SHOP Shopify Inc.
-4.29%
-$17,876.25 
GDX VanEck Gold Miners ETF
-3.49%
-$65,086.53 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$8,008 
ES Eversource Energy
-3.05%
-$8,932.5 
ETHA iShares Ethereum Trust
-3.03%
-$7,097.2 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$6,384 
AJG Arthur J. Gallagher & Co.
-2.75%
-$52,349.37 
RKT Rocket Companies, Inc. Class A
-2.71%
-$6,194.52 
CATX Perspective Therapeutics Inc.
-2.68%
-$7,979.2 
QCOM QUALCOMM Incorporated
-2.63%
-$25,751.52 
ABBV AbbVie Inc.
-2.51%
-$62,759 
DLR Digital Realty Trust, Inc.
-2.42%
-$8,770.26 
SJM The J.M. Smucker Company
-2.41%
-$6,852.85 
BA Boeing Company
-2.15%
-$13,765.89 
SLV iShares Silver Trust
-2.13%
-$6,276.84 
LAND Gladstone Land Corporation
-2.05%
-$2,380 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$5,121.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$22,554.89 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,816.17 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,597.94 
CPRT Copart Inc.
-1.52%
-$3,924 
AMRZ Amrize Ltd.
-1.39%
-$2,915.94 
LNTH Lantheus Holdings, Inc.
-1.35%
-$12,358.32 
MNST Monster Beverage Corporation
-1.3%
-$4,908.55 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,727.62 
FXG First Trust Consumer Staples AlphaDEX Fund
-1.24%
-$6,827.49 
MDLZ Mondelez International, Inc.
-1.22%
-$6,196.98 
STE STERIS plc
-1.22%
-$11,922.91 
TJX The TJX Companies, Inc.
-1.21%
-$16,346.79 
SHW The Sherwin-Williams Company
-1.16%
-$8,007.91 
NEE NextEra Energy, Inc.
-1.15%
-$11,240.29 
WRB W.R. Berkley Corporation
-1.15%
-$9,483.6 
DE Deere & Company
-1.13%
-$8,105.59 
NU Nu Holdings Ltd.
-1.1%
-$2,068.96 
TXN Texas Instruments Inc
-1.08%
-$5,819.58 
CTAS Cintas Corporation
-1.04%
-$9,590.36 
INTC Intel Corporation
-1.02%
-$4,446.33 
NDAQ Nasdaq, Inc.
-1.02%
-$14,728.48 
KO The Coca-Cola Company
-1.02%
-$10,233.9 
EW Edwards Lifesciences Corporation
-0.98%
-$4,126.75 
XOM Exxon Mobil Corporation
-0.97%
-$20,177.64 
SOFI SoFi Technologies, Inc.
-0.97%
-$4,883.2 
PGR Progressive Corporation
-0.87%
-$2,423.58 
PYZ Invesco Dorsey Wright Basic Materials ETF
-0.87%
-$4,752.8 
O Realty Income Corporation
-0.87%
-$4,381.44 
ATO Atmos Energy Corporation
-0.85%
-$3,261.9 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$10,218.19 
GILD Gilead Sciences Inc.
-0.81%
-$3,207.83 
KMB Kimberly-Clark Corporation
-0.8%
-$2,214.96 
GGG Graco Inc.
-0.76%
-$1,840.98 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$5,556.66 
SPGI S&P Global Inc.
-0.74%
-$3,975.66 
MA Mastercard Incorporated
-0.74%
-$4,938.5 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$3,697.19 
DUK Duke Energy Corporation
-0.67%
-$3,202.92 
BRO Brown & Brown Inc.
-0.66%
-$4,103.57 
AMGN Amgen Inc.
-0.64%
-$2,236.97 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$14,481.81 
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,085.42 
PM Philip Morris International Inc.
-0.61%
-$3,110.45 
DHR Danaher Corporation
-0.61%
-$3,881.78 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,714.96 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$3,633.74 
WEC WEC Energy Group Inc.
-0.57%
-$6,060.63 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$10,728 
LLY Eli Lilly and Company
-0.53%
-$5,057.25 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$4,514.1 
FTCS First Trust Capital Strength ETF
-0.51%
-$9,744.06 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-0.51%
-$3,215.63 
WELL Welltower Inc.
-0.51%
-$10,130.47 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$9,130.56 
IWM iShares Russell 2000 ETF
-0.47%
-$1,982.13 
WSO Watsco Inc.
-0.46%
-$3,143.18 
PEP PepsiCo, Inc.
-0.46%
-$2,872.96 
TRV The Travelers Companies, Inc.
-0.43%
-$2,474.34 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$16,034.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,213.51 
HD The Home Depot, Inc.
-0.42%
-$6,423.28 
ETR Entergy Corporation
-0.38%
-$1,275.92 
AXP American Express Company
-0.38%
-$5,005.03 
FDX FedEx Corporation
-0.37%
-$1,051.1 
ARCC Ares Capital Corporation
-0.37%
-$1,404.55 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,580.82 
RSG Republic Services, Inc.
-0.37%
-$8,697.78 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$939.16 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.36%
-$3,794.96 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$12,028.12 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$589.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$726.25 
BX Blackstone Inc.
-0.25%
-$1,318.43 
COST Costco Wholesale Corporation
-0.24%
-$4,133.59 
HBAN Huntington Bancshares Incorporated
-0.23%
-$500.35 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$5,774.13 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$1,092.21 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$3,057.56 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,226.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,982.06 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2,251.95 
FMNB Farmers National Banc Corp.
-0.19%
-$349.14 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$2,185.4 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,621.8 
NTRS Northern Trust Corporation
-0.17%
-$625.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$9,351.15 
SOUN SoundHound AI Inc.
-0.16%
-$412 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$876.19 
ELV Elevance Health, Inc.
-0.15%
-$1,342.3 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,710.72 
IFV First Trust Dorsey Wright Focus 5 International Fund
-0.1%
-$2,466.95 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$190.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$291.36 
VO Vanguard Mid-Cap ETF
-0.05%
-$672 
V Visa Inc. Class A
-0.04%
-$755.39 
XEL Xcel Energy Inc.
-0.04%
-$123.51 
CGIE Capital Group International Equity ETF
-0.03%
-$545.65 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$319.32 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$86.54 
UBER Uber Technologies, Inc.
-0.01%
-$34.79 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2310 | Longs Won 1674/2310 72% | Profit Factor 8.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,527.52 |
| Average Win $55,698.1 | Best Trade (Aug 13) $7.98M | Sharpe Ratio -12.3 |
| Average Loss -$17,238.77 | Worst Trade (Aug 02) -$1.03M | Z-Score 27.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 6d | Expectancy $35,616.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,596 | $6.7M | $10.69M | - | $3.98M | 59.45% | -7.354% |
| ABBV AbbVie Inc. | 9,700 | $1.76M | $2.43M | - | $675,592.6 | 38.42% | -2.513% |
| ABT Abbott Laboratories | 4,208 | $484,714.11 | $444,785.6 | - | -$39,928.51 | -8.24% | +0.085% |
| ACN Accenture plc Class A | 5,952 | $2.09M | $987,555.84 | - | -$1.1M | -52.69% | +1.611% |
| ADI Analog Devices, Inc. | 8,499 | $1.79M | $3.12M | - | $1.33M | 74.62% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,747 | $688,623.73 | $731,965.59 | - | $43,341.86 | 6.29% | +0.982% |
| AEP American Electric Power Company, Inc. | 6,228 | $512,791.57 | $796,249.8 | - | $283,458.23 | 55.28% | +0.055% |
| AFL Aflac Inc. | 2,143 | $184,437.51 | $273,189.64 | - | $88,752.13 | 48.12% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,905 | $290,343.12 | $282,859.85 | - | -$7,483.27 | -2.58% | -0.256% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 9,311 | $559,787.34 | $1.09M | - | $530,065.24 | 94.69% | +1.588% |
| AJG Arthur J. Gallagher & Co. | 7,436 | $1.76M | $1.85M | - | $94,803.68 | 5.39% | -2.745% |
| AMAT Applied Materials, Inc. | 308 | $222,331 | $156,362.36 | - | -$65,968.64 | -29.67% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,441 | $443,837.76 | $1.16M | - | $718,444.37 | 161.87% | -1.904% |
| AMGN Amgen Inc. | 902 | $319,687.8 | $347,414.32 | - | $27,726.52 | 8.67% | -0.64% |
| AMRZ Amrize Ltd. | 4,226 | $225,249 | $206,693.66 | - | -$18,555.34 | -8.24% | -1.391% |
| AMZN Amazon.com Inc | 8,917 | $1.59M | $2.42M | - | $829,727.2 | 52.12% | +15.321% |
| APD Air Products and Chemicals, Inc. | 907 | $247,021.58 | $267,465.24 | - | $20,443.66 | 8.28% | -1.769% |
| APH Amphenol Corporation | 30,080 | $1.1M | $2.42M | - | $1.32M | 120.71% | +0.551% |
| ARCC Ares Capital Corporation | 20,065 | $408,262.55 | $376,419.4 | - | -$31,843.15 | -7.8% | -0.372% |
| ARES Ares Management Corporation | 2,059 | $252,805.52 | $263,737.3 | - | $10,931.78 | 4.32% | +3.199% |
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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 - $2.07M, NVIDIA Corporation - $852,302.39, FT Vest Rising Dividend Achievers Fund - $678,080.77, Advanced Micro Devices, Inc - $674,134.79, and Caterpillar Inc - $303,240.24. 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 - $607,359.02, Accenture plc Class A - $398,509.3, Intel Corporation - $249,648.72, Salesforce Inc - $233,357.64, and Intuit Inc - $197,753.29. 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 $10.68M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $693,935.25, FT Vest Rising Dividend Achievers Fund - $678,080.77, First Trust Global Tactical Commodity Strategy Fund - $275,701.31, First Trust Dow Jones Global Select Dividend Index Fund - $269,863.67, and JPMorgan Equity Premium Income Fund - $268,317.08. 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.
