Bill Scoggins Portfolio
Invests via First Citizens Asset Management Inc. | Managed by Bill Scoggins
Invests via First Citizens Asset Management Inc.
Managed by Bill Scoggins
Automatically Tracked
Bill Scoggins Profile
With a distinguished career in executive leadership, Bill Scoggins has made significant contributions to the financial services sector. He combines an operational background with strategic oversight, driving growth and efficiency within established organizations. His extensive experience encompasses managing multi-faceted teams and optimizing business processes to enhance overall performance. Scoggins' influence extends beyond daily operations; he plays a critical role in shaping corporate culture and aligning organizational goals with market dynamics. Recognized for his ability to navigate complex challenges, he positions himself as a key figure in advancing innovative practices within the finance landscape.
With a distinguished career in executive leadership, Bill Scoggins has made significant contributions to the financial services sector. He combines an operational background with strategic oversight, driving growth and efficiency within established organizations. His extensive experience encompasses managing multi-faceted teams and optimizing business processes to enhance overall performance. Scoggins' influence extends beyond daily operations; he plays a critical role in shaping corporate culture and aligning organizational goals with market dynamics. Recognized for his ability to navigate complex challenges, he positions himself as a key figure in advancing innovative practices within the finance landscape.
Investment Philosophy & Strategy
Growth opportunities in the financial services sector often arise from an innovative approach to operational excellence. Bill Scoggins employs his extensive experience in executive leadership to identify and capitalize on these prospects, focusing on transformative strategies that enhance organizational efficacy. He leverages a blend of strategic insight and practical execution skills to foster a culture that encourages adaptability amid evolving market conditions. This mindset is critical for unlocking value within businesses while enhancing stakeholder alignment. By prioritizing streamlined processes and robust team dynamics, he positions firms not just for immediate success but for sustained growth over time.
Growth opportunities in the financial services sector often arise from an innovative approach to operational excellence. Bill Scoggins employs his extensive experience in executive leadership to identify and capitalize on these prospects, focusing on transformative strategies that enhance organizational efficacy. He leverages a blend of strategic insight and practical execution skills to foster a culture that encourages adaptability amid evolving market conditions. This mindset is critical for unlocking value within businesses while enhancing stakeholder alignment. By prioritizing streamlined processes and robust team dynamics, he positions firms not just for immediate success but for sustained growth over time.
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:
46.15%
Gain +0.18%
Monthly
1.07%
Yearly
13.57%
Drawdown
10.37%
$312.1M
Equity
Holdings
$312.1M
Investment
$236.14M
$127.17M
Profit +$584,283.4
Realized
$51.21M
Unrealized
$75.96M
Dividends
$23.31M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$584,283.4
Win %
60%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$2.85M
Win %
60%
This Month
Compared to last month
Gain
0.44%
Profit
$1.35M
Win %
60%
This Year
Compared to last year
Gain
-0.26%
Profit
-$799,179.85
Win %
62%
VNQ Vanguard Real Estate ETF
+1.13%
+$2,289.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.03%
+$5,998.19 
IWS iShares Russell Mid-Cap Value ETF
+1%
+$272,535.45 
VTWO Vanguard Russell 2000 ETF
+0.97%
+$75,391.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$18,012.45 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.91%
+$1,840.34 
MUB iShares National Muni Bond ETF
+0.91%
+$57,223.08 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.9%
+$1,710.28 
MBB iShares MBS ETF
+0.84%
+$3,650 
IEF iShares 7-10 Year Treasury Bond ETF
+0.84%
+$6,785.19 
EFV iShares MSCI EAFE Value ETF
+0.83%
+$3,257.15 
VTWG Vanguard Russell 2000 Growth ETF
+0.82%
+$2,601.78 
AGG iShares Core U.S. Aggregate Bond ETF
+0.75%
+$222,089.42 
VYMI Vanguard International High Dividend Yield Index Fund
+0.74%
+$11,902.5 
IWD iShares Russell 1000 Value ETF
+0.66%
+$4,151.28 
VCRB Vanguard Core Bond ETF
+0.55%
+$188,187.3 
IWX iShares Russell Top 200 Value ETF
+0.54%
+$335,891.01 
VYM Vanguard High Dividend Yield ETF
+0.53%
+$5,019.19 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.48%
+$1,473.3 
IEFA iShares Core MSCI EAFE ETF
+0.42%
+$85,925.21 
HYDB iShares High Yield Systematic Bond ETF
+0.15%
+$939.05 
BKLN Invesco Senior Loan ETF
+0.07%
+$468.51 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$100,976.28 
IWP iShares Russell Mid-Cap Growth ETF
-0.68%
-$79,247.16 
IWY iShares Russell Top 200 Growth ETF
-0.67%
-$577,636.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.22%
-$5,557.32 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.19%
-$404.83 
FALN iShares Fallen Angels USD Bond ETF
-0.02%
-$121.33 
DFIS Dimensional International Small Cap ETF
-0.01%
-$491.85 
ACWI iShares MSCI ACWI ETF
-0.01%
-$29.49 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 356/484 73% | Profit Factor 22.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.25M |
| Average Win $373,774.59 | Best Trade (Oct 14) $17.9M | Sharpe Ratio -8.34 |
| Average Loss -$46,054.51 | Worst Trade (Oct 14) -$2.2M | Z-Score -0.91 (63.86%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $262,745.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 2,949 | $288,780.74 | $468,124.26 | - | $179,343.52 | 62.1% | -0.006% |
| AGG iShares Core U.S. Aggregate Bond ETF | 312,802 | $30.85M | $29.88M | - | -$970,839.68 | -3.15% | +0.749% |
| AVUV Avantis U.S. Small Cap Value ETF | 15,663 | $1.61M | $1.88M | - | $278,400.76 | 17.33% | +0.965% |
| BKLN Invesco Senior Loan ETF | 31,234 | $653,603.92 | $638,579.13 | - | -$15,024.79 | -2.3% | +0.073% |
| DFIS Dimensional International Small Cap ETF | 98,369 | $2.71M | $3.52M | - | $801,782.03 | 29.54% | -0.014% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 14,733 | $314,466.45 | $305,562.42 | - | -$8,904.03 | -2.83% | +0.484% |
| EFV iShares MSCI EAFE Value ETF | 5,011 | $339,896.29 | $396,370.1 | - | $56,473.81 | 16.62% | +0.829% |
| FALN iShares Fallen Angels USD Bond ETF | 24,267 | $620,846.51 | $626,816.61 | - | $5,970.1 | 0.96% | -0.019% |
| HYDB iShares High Yield Systematic Bond ETF | 14,447 | $672,271.21 | $645,275.25 | - | -$26,995.96 | -4.02% | +0.146% |
| IEF iShares 7-10 Year Treasury Bond ETF | 8,987 | $859,993.29 | $813,008.95 | - | -$46,984.34 | -5.46% | +0.842% |
| IEFA iShares Core MSCI EAFE ETF | 212,161 | $15.45M | $20.43M | - | $4.98M | 32.2% | +0.422% |
| IEMG iShares Core MSCI Emerging Markets ETF | 111,576 | $5.99M | $8.67M | - | $2.68M | 44.78% | -1.151% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 4,151 | $538,491.72 | $586,806.11 | - | $48,314.39 | 8.97% | +1.033% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 1,196 | $213,606 | $192,077.6 | - | -$21,528.4 | -10.08% | +0.898% |
| IWD iShares Russell 1000 Value ETF | 2,471 | $507,107.92 | $632,279.48 | - | $125,171.56 | 24.68% | +0.661% |
| IWP iShares Russell Mid-Cap Growth ETF | 85,212 | $10.18M | $11.54M | - | $1.36M | 13.32% | -0.682% |
| IWS iShares Russell Mid-Cap Value ETF | 165,173 | $20.33M | $27.41M | - | $7.08M | 34.82% | +1.004% |
| IWX iShares Russell Top 200 Value ETF | 550,641 | $39.97M | $62.21M | - | $22.24M | 55.63% | +0.543% |
| IWY iShares Russell Top 200 Growth ETF | 296,224 | $49.71M | $86M | - | $36.29M | 72.99% | -0.667% |
| MBB iShares MBS ETF | 4,802 | $450,917.66 | $435,830 | - | -$15,087.66 | -3.35% | +0.845% |
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FAQ
Which stocks have generated the highest profits for Bill Scoggins?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell Top 200 Growth ETF - $16.94M, iShares Core MSCI EAFE ETF - $10.86M, iShares Russell Top 200 Value ETF - $8.17M, JPMorgan U.S. Quality Factor ETF - $5.23M, and iShares Core U.S. Aggregate Bond ETF - $4.48M. 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: iShares 10-20 Year Treasury Bond ETF - $452,566.87, Global X U.S. Preferred ETF - $8,005.97, Schwab International Equity ETF - $2,305.73, VanEck Intermediate Muni ETF - $2,003.02, and iShares Short-Term National Muni Bond ETF - $513.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bill Scoggins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.31M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $5.03M, iShares Russell Top 200 Value ETF - $3.08M, iShares Core MSCI EAFE ETF - $2.87M, iShares Intermediate Government Bond ETF - $1.62M, and Vanguard Core Bond ETF - $1.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill Scoggins's monthly returns?
Bill Scoggins'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 Bill Scoggins's strategy be considered aggressive or moderate?
Bill Scoggins'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 Bill Scoggins's strategy?
Bill Scoggins's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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