BS
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
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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:
33.33%
Gain +0.8%
Monthly
0.87%
Yearly
11.01%
Drawdown
10.68%
$311.67M
Equity
Holdings
$311.67M
Investment
$232.63M
$116.74M
Profit +$2.85M
Realized
$37.7M
Unrealized
$79.04M
Dividends
$20.01M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.8%
Profit
$2.85M
Win %
76%
This Week
Compared To Last Week
Gain
0.93%
Profit
$2.86M
Win %
76%
This Month
Compared to last month
Gain
0.1%
Profit
$311,594.82
Win %
76%
This Year
Compared to last year
Gain
4.8%
Profit
$14.87M
Win %
75%
IEMG iShares Core MSCI Emerging Markets ETF
+2.25%
+$196,715.33 
IWY iShares Russell Top 200 Growth ETF
+2.15%
+$1.85M 
VTWG Vanguard Russell 2000 Growth ETF
+1.63%
+$6,882.52 
IWP iShares Russell Mid-Cap Growth ETF
+1.58%
+$200,857.42 
ACWI iShares MSCI ACWI ETF
+1.04%
+$4,666.69 
IWX iShares Russell Top 200 Value ETF
+0.95%
+$516,296.64 
IWD iShares Russell 1000 Value ETF
+0.86%
+$4,933.76 
IWS iShares Russell Mid-Cap Value ETF
+0.78%
+$210,358.41 
VTWO Vanguard Russell 2000 ETF
+0.78%
+$61,903.78 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.72%
+$2,139.75 
DFIS Dimensional International Small Cap ETF
+0.64%
+$22,794.15 
VYM Vanguard High Dividend Yield ETF
+0.37%
+$3,685.2 
VYMI Vanguard International High Dividend Yield Index Fund
+0.28%
+$4,289.32 
FALN iShares Fallen Angels USD Bond ETF
+0.28%
+$1,709.27 
BKLN Invesco Senior Loan ETF
+0.22%
+$1,293.16 
HYDB iShares High Yield Systematic Bond ETF
+0.17%
+$1,092.88 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$1,089.86 
MBB iShares MBS ETF
+0.14%
+$613.58 
MUB iShares National Muni Bond ETF
+0.12%
+$8,113.37 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$30,914.78 
VCRB Vanguard Core Bond ETF
+0.08%
+$29,592.16 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.08%
+$161.49 
EFV iShares MSCI EAFE Value ETF
-2.42%
-$10,428.6 
IEFA iShares Core MSCI EAFE ETF
-0.96%
-$219,356.23 
AVUV Avantis U.S. Small Cap Value ETF
-0.79%
-$15,076.32 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.73%
-$19,376.87 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.47%
-$1,059.95 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.33%
-$2,618.07 Events
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Dividends
Dividend Analysis
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| Trades 428 | Longs Won 312/428 72% | Profit Factor 38.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $384,091.34 | Best Trade (Jun 15) $17.26M | Sharpe Ratio -8.63 |
| Average Loss -$26,700.28 | Worst Trade (Jun 14) -$644,479.88 | Z-Score -2.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $272,755.29 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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