JPC
Joseph P. Condren Portfolio
Invests via Opus Capital Group LLC | Managed by Joseph P. Condren
Invests via Opus Capital Group LLC
Managed by Joseph P. Condren
Automatically Tracked
Joseph P. Condren Profile
Joseph P. Condren is a seasoned investor-operator with extensive experience in the financial services sector, particularly within alternative investments. He has held pivotal leadership positions at several prominent firms, where he played a crucial role in expanding investment strategies and enhancing operational efficiencies. Known for his strong analytical capabilities and commitment to fostering innovative solutions, he contributes significantly to transaction execution and client relationship management. With a robust understanding of market dynamics, his expertise enables informed decision-making that aligns well with contemporary capital market trends.
Joseph P. Condren is a seasoned investor-operator with extensive experience in the financial services sector, particularly within alternative investments. He has held pivotal leadership positions at several prominent firms, where he played a crucial role in expanding investment strategies and enhancing operational efficiencies. Known for his strong analytical capabilities and commitment to fostering innovative solutions, he contributes significantly to transaction execution and client relationship management. With a robust understanding of market dynamics, his expertise enables informed decision-making that aligns well with contemporary capital market trends.
Investment Philosophy & Strategy
Joseph P. Condren approaches investing with a focus on innovation and operational excellence. Leveraging his rich background in financial services, he emphasizes strategic agility and rigorous analysis to uncover market opportunities that align with emerging trends. His capacity for fostering collaborations enhances deal execution while driving performance improvements within investment frameworks. By integrating entrepreneurial insights into asset allocation, decisions reflect both foresight and responsiveness to evolving industry landscapes.
Joseph P. Condren approaches investing with a focus on innovation and operational excellence. Leveraging his rich background in financial services, he emphasizes strategic agility and rigorous analysis to uncover market opportunities that align with emerging trends. His capacity for fostering collaborations enhances deal execution while driving performance improvements within investment frameworks. By integrating entrepreneurial insights into asset allocation, decisions reflect both foresight and responsiveness to evolving industry landscapes.
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:
17.05%
Gain +1.42%
Monthly
0.31%
Yearly
3.73%
Drawdown
15.44%
$541.06M
Equity
Holdings
$541.06M
Investment
$242.57M
$292M
Profit +$7.48M
Realized
-$6.5M
Unrealized
$298.5M
Dividends
$56.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.42%
Profit
$7.48M
Win %
60%
This Week
Compared To Last Week
Gain
1.18%
Profit
$6.26M
Win %
60%
This Month
Compared to last month
Gain
-0.27%
Profit
-$1.45M
Win %
60%
This Year
Compared to last year
Gain
11.81%
Profit
$56.48M
Win %
60%
CMTL Comtech Telecommunications Corp.
+3.33%
+$7,137.73 
BWA BorgWarner Inc.
+2.98%
+$617,980.32 
STLD Steel Dynamics Inc.
+1.75%
+$1.5M 
WOR Worthington Enterprises Inc.
+1.7%
+$243,391.81 
HUM Humana Inc.
+1.66%
+$571,223.4 
HOV Hovnanian Enterprises Inc.
+0.86%
+$4,321.85 
MTH Meritage Homes Corporation
+0.69%
+$106,063.44 
PHM PulteGroup Inc.
+0.33%
+$64,784.8 
AACC
0%
$0 
AACE
0%
$0 
ACAS
0%
$0 
AGU
0%
$0 
ASFI Asta Funding Inc
0%
$0 
BDK
0%
$0 
BDY
0%
$0 
BKS Barnes & Noble Inc
0%
$0 
BXG Bluegreen Vacations Corp
0%
$0 
CBRL
0%
$0 
CEC
0%
$0 
CSH
0%
$0 
CVH
0%
$0 
DRCT
0%
$0 
DRL
0%
$0 
ELK
0%
$0 
EPEXQ
0%
$0 
GISX
0%
$0 
GMEB
0%
$0 
GVHR
0%
$0 
HCC
0%
$0 
IDR
0%
$0 
KND Kindred Healthcare, Inc.
0%
$0 
LNY
0%
$0 
MCOAQ
0%
$0 
MDC MDC Holdings Inc
0%
$0 
MESAQ
0%
$0 
MW
0%
$0 
NAVG
0%
$0 
OFG
0%
$0 
OMM
0%
$0 
PHS
0%
$0 
PRE
0%
$0 
PTP
0%
$0 
RGFCQ
0%
$0 
SFG
0%
$0 
SPF
0%
$0 
STNR
0%
$0 
STTX
0%
$0 
TEU
0%
$0 
TNP Tsakos Energy Navigation Ltd.
0%
$0 
TRI
0%
$0 
XJT
0%
$0 
YELL Yellow Corp
-29.03%
-$4.67 
AMG Affiliated Managers Group Inc.
-6.64%
-$1.18M 
HELE Helen of Troy Limited
-4.32%
-$255,145.44 
SKYW SkyWest Inc.
-3.87%
-$653,932.8 
BJ BJ's Wholesale Club Holdings, Inc.
-1.73%
-$224,017.62 
ACGL Arch Capital Group Ltd
-1.29%
-$898,456.95 
DHI D.R. Horton, Inc.
-1.15%
-$473,293.25 
RGS Regis Corporation
-0.24%
-$334.85 
SEM Select Medical Holdings Corp.
-0.09%
-$6,479.76 
NLY Annaly Capital Management, Inc.
-0.07%
-$595.61 Events
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Dividends
Dividend Analysis
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| Trades 61 | Longs Won 14/61 22% | Profit Factor 13.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.52M |
| Average Win $23.08M | Best Trade (Jul 31) $90.21M | Sharpe Ratio -59.7 |
| Average Loss -$523,922.96 | Worst Trade (Jul 21) -$4.81M | Z-Score -2.97 (100%) |
| Commissions $0 | Avg. Trade Length 21y 7m 1w | Expectancy $4.79M |
| 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% | 0.05% | 0.88% | 10.72% |
| Consecutive Losing Trades | 1,033 | 930 | 826 | 723 | 620 | 517 | 413 | 310 | 207 | 103 |
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 Joseph P. Condren?
The largest contributions to the portfolio's profits come from the following stocks: Annaly Capital Management, Inc - $16.74M, Tsakos Energy Navigation Ltd - $7.64M, Steel Dynamics Inc - $6.08M, D.R. Horton, Inc - $3.44M, and Arch Capital Group Ltd - $3.43M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Joseph P. Condren's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.91M earned over time. The largest contributors to dividend income include Annaly Capital Management, Inc - $16.74M, Tsakos Energy Navigation Ltd - $7.64M, Steel Dynamics Inc - $6.08M, D.R. Horton, Inc - $3.44M, and Arch Capital Group Ltd - $3.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph P. Condren's monthly returns?
Joseph P. Condren'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 Joseph P. Condren's strategy be considered aggressive or moderate?
Joseph P. Condren'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 Joseph P. Condren's strategy?
Joseph P. Condren'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.
