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:
18.74%
Gain -0.05%
Monthly
0.3%
Yearly
3.6%
Drawdown
15.44%
$522.94M
Equity
Holdings
$522.94M
Investment
$242.57M
$280.37M
Profit -$277,665.36
Realized
$0
Unrealized
$280.37M
Dividends
$57.09M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$277,665.36
Win %
60%
This Week
Compared To Last Week
Gain
0.1%
Profit
$512,478.32
Win %
60%
This Month
Compared to last month
Gain
-0.28%
Profit
-$1.49M
Win %
60%
This Year
Compared to last year
Gain
9.38%
Profit
$44.85M
Win %
60%
SKYW SkyWest Inc.
+0.34%
+$54,494.4 
MDC MDC Holdings Inc
0%
$0 
TNP Tsakos Energy Navigation Ltd.
0%
$0 
BKS Barnes & Noble Inc
0%
$0 
BXG Bluegreen Vacations Corp
0%
$0 
ASFI Asta Funding Inc
0%
$0 OMM
OMM
0%
$0 AGU
AGU
0%
$0 PRE
PRE
0%
$0 XJT
XJT
0%
$0 PTP
PTP
0%
$0 DRL
DRL
0%
$0 ACAS
ACAS
0%
$0 PHS
PHS
0%
$0 CEC
CEC
0%
$0 CVH
CVH
0%
$0 RGFC
RGFCQ
0%
$0 TRI
TRI
0%
$0 HCC
HCC
0%
$0 BDK
BDK
0%
$0 SFG
SFG
0%
$0 MESA
MESAQ
0%
$0 SPF
SPF
0%
$0 GVHR
GVHR
0%
$0 MW
MW
0%
$0 CSH
CSH
0%
$0 MCOA
MCOAQ
0%
$0 STNR
STNR
0%
$0 NAVG
NAVG
0%
$0 OFG
OFG
0%
$0 BDY
BDY
0%
$0 LNY
LNY
0%
$0 CBRL
CBRL
0%
$0 TEU
TEU
0%
$0 EPEX
EPEXQ
0%
$0 GISX
GISX
0%
$0 AACE
AACE
0%
$0 IDR
IDR
0%
$0 STTX
STTX
0%
$0 AACC
AACC
0%
$0 ELK
ELK
0%
$0 GMEB
GMEB
0%
$0 DRCT
DRCT
0%
$0 
KND Kindred Healthcare, Inc.
0%
$0 
YELL Yellow Corp
-29.03%
-$4.67 
STLD Steel Dynamics Inc.
-4.72%
-$4.3M 
WOR Worthington Enterprises Inc.
-2.72%
-$431,226.79 
CMTL Comtech Telecommunications Corp.
-2.63%
-$5,191.08 
MTH Meritage Homes Corporation
-2.16%
-$301,956.12 
HOV Hovnanian Enterprises Inc.
-2.12%
-$9,793.55 
DHI D.R. Horton, Inc.
-1.82%
-$725,527.37 
PHM PulteGroup Inc.
-1.68%
-$322,304.38 
BWA BorgWarner Inc.
-1.47%
-$316,567.58 
RGS Regis Corporation
-1.17%
-$1,530.75 
HELE Helen of Troy Limited
-0.87%
-$50,607.36 
NLY Annaly Capital Management, Inc.
-0.56%
-$4,764.9 
ACGL Arch Capital Group Ltd
-0.37%
-$246,904.2 
BJ BJ's Wholesale Club Holdings, Inc.
-0.36%
-$46,871.38 
AMG Affiliated Managers Group Inc.
-0.22%
-$37,510.78 
HUM Humana Inc.
-0.09%
-$31,156.77 
SEM Select Medical Holdings Corp.
-0.09%
-$6,479.76 Events
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Dividends
Dividend Analysis
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| Trades 61 | Longs Won 14/61 22% | Profit Factor 12.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.59M |
| Average Win $21.81M | Best Trade (Aug 13) $94.18M | Sharpe Ratio -63.53 |
| Average Loss -$530,065.83 | Worst Trade (Jul 21) -$4.81M | Z-Score -2.97 (100%) |
| Commissions $0 | Avg. Trade Length 21y 8m 3w 5d | Expectancy $4.6M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.7% | 9.57% |
| Consecutive Losing Trades | 986 | 888 | 789 | 690 | 592 | 493 | 394 | 296 | 197 | 99 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACC AACC | 95,191 | $2.03M | $2.03M | - | - | - | 0.0 |
| AACE AACE | 120,951 | $3.59M | $3.59M | - | - | - | 0.0 |
| ACAS ACAS | 106,592 | $3.56M | $3.56M | - | - | - | 0.0 |
| ACGL Arch Capital Group Ltd | 685,845 | $2.95M | $66.07M | - | $63.13M | 2,140.47% | -0.372% |
| AGU AGU | 213,827 | $3.6M | $3.6M | - | - | - | 0.0 |
| AMG Affiliated Managers Group Inc. | 48,401 | $3.28M | $17.01M | - | $13.73M | 418.71% | -0.22% |
| ASFI Asta Funding Inc | 92,100 | $2.47M | $2.47M | - | - | - | 0.0 |
| BDK BDK | 57,883 | $5.11M | $5.11M | - | - | - | 0.0 |
| BDY BDY | 185,247 | $3.59M | $3.59M | - | - | - | 0.0 |
| BJ BJ's Wholesale Club Holdings, Inc. | 137,857 | $4.02M | $12.82M | - | $8.8M | 219.24% | -0.364% |
| BKS Barnes & Noble Inc | 145,516.31 | $3.08M | $4.7M | - | $1.62M | 52.6% | 0.0 |
| BWA BorgWarner Inc. | 336,774.02 | $4.02M | $21.16M | - | $17.14M | 426.88% | -1.474% |
| BXG Bluegreen Vacations Corp | 159,776 | $3.17M | $3.17M | - | - | - | 0.0 |
| CBRL CBRL | 82,496 | $3.45M | $3.45M | - | - | - | 0.0 |
| CEC CEC | 97,937 | $3.92M | $3.92M | - | - | - | 0.0 |
| CMTL Comtech Telecommunications Corp. | 129,777 | $3.25M | $192,069.96 | - | -$3.06M | -94.1% | -2.632% |
| CSH CSH | 140,937 | $4.19M | $4.19M | - | - | - | 0.0 |
| CVH CVH | 130,445 | $6.92M | $6.92M | - | - | - | 0.0 |
| DHI D.R. Horton, Inc. | 283,409.13 | $8.57M | $39.06M | - | $30.49M | 355.77% | -1.824% |
| DRCT DRCT | 105,153 | $3.38M | $3.38M | - | - | - | 0.0 |
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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 - $3.56M, 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 $57.09M 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 - $3.56M, 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.
