WN
William Newman Portfolio
Invests via Sky Investment Group LLC | Managed by William Newman
Invests via Sky Investment Group LLC
Managed by William Newman
Automatically Tracked
William Newman Profile
With a diverse professional background in technology and entrepreneurship, William Newman has established himself as an influential figure within the startup ecosystem. He co-founded several tech ventures that have focused on innovative software solutions aimed at enhancing operational efficiencies. Newman's keen insight into market trends and consumer behavior has enabled him to drive growth initiatives that attract investment and elevate brand recognition. His experience spans various roles in both leadership positions and hands-on development, reflecting his commitment to fostering entrepreneurial talent. This unique blend of expertise makes him a notable player in the dynamic intersection of technology innovation and venture funding.
With a diverse professional background in technology and entrepreneurship, William Newman has established himself as an influential figure within the startup ecosystem. He co-founded several tech ventures that have focused on innovative software solutions aimed at enhancing operational efficiencies. Newman's keen insight into market trends and consumer behavior has enabled him to drive growth initiatives that attract investment and elevate brand recognition. His experience spans various roles in both leadership positions and hands-on development, reflecting his commitment to fostering entrepreneurial talent. This unique blend of expertise makes him a notable player in the dynamic intersection of technology innovation and venture funding.
Investment Philosophy & Strategy
In a landscape increasingly defined by technological evolution, William Newman exemplifies an entrepreneurial mindset that thrives on innovation. His strategies prioritize identifying emerging trends and aligning them with practical solutions, ensuring sustainable growth for his ventures. This forward-looking approach not only fuels the development of cutting-edge technologies but also enhances operational frameworks within the companies he partners with. By leveraging extensive market acumen and fostering dynamic teams, he navigates competitive environments effectively, positioning himself as a catalyst for transformational change in startups.
In a landscape increasingly defined by technological evolution, William Newman exemplifies an entrepreneurial mindset that thrives on innovation. His strategies prioritize identifying emerging trends and aligning them with practical solutions, ensuring sustainable growth for his ventures. This forward-looking approach not only fuels the development of cutting-edge technologies but also enhances operational frameworks within the companies he partners with. By leveraging extensive market acumen and fostering dynamic teams, he navigates competitive environments effectively, positioning himself as a catalyst for transformational change in startups.
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:
38.14%
Gain +0.34%
Monthly
0.63%
Yearly
7.81%
Drawdown
15.54%
$89.25M
Equity
Holdings
$89.25M
Investment
$33.47M
$55.78M
Profit +$301,817.29
Realized
$0
Unrealized
$55.78M
Dividends
$19.22M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$301,817.29
Win %
79%
This Week
Compared To Last Week
Gain
0.92%
Profit
$809,068.73
Win %
79%
This Month
Compared to last month
Gain
2.58%
Profit
$2.24M
Win %
79%
This Year
Compared to last year
Gain
12.38%
Profit
$9.83M
Win %
79%
MRK Merck & Co., Inc.
+3.8%
+$87,735.92 
RHHBY Roche Holding AG
+3.53%
+$37,650.4 
ABBV AbbVie Inc.
+3.32%
+$45,964.9 
PM Philip Morris International Inc.
+3.16%
+$129,177.94 
SYY Sysco Corporation
+2.46%
+$21,902.61 
PG Procter & Gamble Co
+2.28%
+$64,282.44 
NSRGY Nestle S.A. Sponsored ADR
+2.23%
+$27,624.6 
JNJ Johnson & Johnson
+2.13%
+$77,639.7 
VZ Verizon Communications Inc.
+2.04%
+$6,025.3 
CVX Chevron Corporation
+1.98%
+$19,627.71 
KO The Coca-Cola Company
+1.85%
+$62,124 
DEO Diageo plc Sponsored ADR
+1.74%
+$10,405.96 
XOM Exxon Mobil Corporation
+1.68%
+$68,848.96 
PEP PepsiCo, Inc.
+1.55%
+$33,285.12 
SO The Southern Company
+1.44%
+$20,828 
NUE Nucor Corporation
+1.3%
+$38,849.35 
ITW Illinois Tool Works Inc.
+1.18%
+$46,871.85 
KMB Kimberly-Clark Corporation
+1.14%
+$14,242.21 
MCD McDonald's Corporation
+1.06%
+$22,130 
UPS United Parcel Service, Inc.
+1.04%
+$8,340.75 
COP ConocoPhillips
+1.02%
+$12,733.92 
GIS General Mills, Inc.
+0.88%
+$4,972.8 
T AT&T Inc.
+0.87%
+$4,494.16 
DHR Danaher Corporation
+0.83%
+$36,855.83 
BDX Becton, Dickinson and Company
+0.81%
+$15,204.19 
ABT Abbott Laboratories
+0.35%
+$4,006.8 
HAL Halliburton Company
+0.12%
+$518.48 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
UTX United Technologies Corp
0%
$0 PX
PX
0%
$0 TWC
TWC
0%
$0 ESRX
ESRX
0%
$0 SE
SE
0%
$0 JCI
JCI
0%
$0 
RDS-A Shell plc
0%
$0 
INTC Intel Corporation
-4.56%
-$124,041.12 
TXN Texas Instruments Inc
-2.5%
-$84,499.43 
QCOM QUALCOMM Incorporated
-2.4%
-$14,483.84 
BHP BHP Group Ltd.
-1.99%
-$10,154.47 
MSFT Microsoft Corp.
-1.8%
-$200,031.4 
TROW T. Rowe Price Group, Inc.
-1.75%
-$18,177.9 
PNC The PNC Financial Services Group, Inc.
-1.68%
-$27,695.68 
EMR Emerson Electric Co.
-1.48%
-$21,237.9 
IBM International Business Machines Corporation
-1.26%
-$10,164.92 
CSCO Cisco Systems, Inc.
-1.24%
-$12,941.5 
FITB Fifth Third Bancorp
-1.16%
-$7,739.52 
BA Boeing Company
-0.98%
-$11,752.32 
AXP American Express Company
-0.93%
-$48,520.04 
MTB M&T Bank Corporation
-0.86%
-$12,545.15 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.65%
-$7,404 
MAS Masco Corporation
-0.43%
-$6,408.08 
OXY Occidental Petroleum Corporation
-0.39%
-$679.07 
GE General Electric Company
-0.2%
-$3,257.23 Events
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Dividends
Dividend Analysis
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| Trades 53 | Longs Won 39/53 73% | Profit Factor 65.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $1.45M | Best Trade (Oct 14) $10.26M | Sharpe Ratio 0 |
| Average Loss -$61,692.26 | Worst Trade (Oct 14) -$280,785.6 | Z-Score 6.42 (100%) |
| Commissions $0 | Avg. Trade Length 13y 2w 3d | Expectancy $1.05M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 1,447 | 1,302 | 1,158 | 1,013 | 868 | 724 | 579 | 434 | 289 | 145 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 5,040 | $225,439.2 | $1.43M | - | $1.2M | 533.76% | +3.324% |
| ABT Abbott Laboratories | 11,130 | $369,404.7 | $1.15M | - | $776,651.4 | 210.24% | +0.351% |
| AXP American Express Company | 16,789 | $1.27M | $5.15M | - | $3.89M | 306.45% | -0.933% |
| BA Boeing Company | 6,422 | $754,585 | $1.19M | - | $431,301.52 | 57.16% | -0.981% |
| BDX Becton, Dickinson and Company | 10,002.75 | $766,801.09 | $1.89M | - | $1.12M | 146.4% | +0.811% |
| BHP BHP Group Ltd. | 6,008.56 | $333,955.76 | $500,272.71 | - | $166,316.95 | 49.8% | -1.989% |
| COP ConocoPhillips | 8,843 | $614,676.93 | $1.26M | - | $644,035.69 | 104.78% | +1.022% |
| CSCO Cisco Systems, Inc. | 9,050 | $212,041.5 | $1.03M | - | $816,400.5 | 385.02% | -1.243% |
| CVX Chevron Corporation | 4,554 | $553,311 | $1.01M | - | $457,859.13 | 82.75% | +1.98% |
| DEO Diageo plc Sponsored ADR | 6,628 | $842,286.24 | $609,776 | - | -$232,510.24 | -27.6% | +1.736% |
| DHR Danaher Corporation | 19,922.07 | $927,770.82 | $4.48M | - | $3.55M | 382.48% | +0.83% |
| EMR Emerson Electric Co. | 8,776 | $567,807.2 | $1.41M | - | $845,830.9 | 148.96% | -1.48% |
| ESRX ESRX | 5,555 | $343 | $343 | - | - | - | 0.0 |
| FITB Fifth Third Bancorp | 13,344 | $240,859.2 | $662,396.16 | - | $421,536.96 | 175.01% | -1.155% |
| GE General Electric Company | 5,339.62 | $611,339.01 | $1.64M | - | $1.03M | 168.16% | -0.198% |
| GIS General Mills, Inc. | 17,760 | $851,059.2 | $570,273.6 | - | -$280,785.6 | -32.99% | +0.88% |
| HAL Halliburton Company | 12,962 | $624,120.3 | $425,542.46 | - | -$198,577.84 | -31.82% | +0.122% |
| IBM International Business Machines Corporation | 3,505.15 | $620,537.03 | $798,752.67 | - | $178,215.64 | 28.72% | -1.257% |
| INTC Intel Corporation | 26,448 | $606,188.16 | $2.6M | - | $1.99M | 328.1% | -4.562% |
| ITW Illinois Tool Works Inc. | 14,880 | $1.13M | $4.01M | - | $2.87M | 253.31% | +1.183% |
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FAQ
Which stocks have generated the highest profits for William Newman?
The largest contributions to the portfolio's profits come from the following stocks: Philip Morris International Inc - $1.27M, Exxon Mobil Corporation - $1.03M, General Electric Company - $897,203.85, PepsiCo, Inc - $886,963.97, and Illinois Tool Works Inc - $801,139.2. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does William Newman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.22M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $1.27M, Exxon Mobil Corporation - $1.03M, General Electric Company - $897,203.85, PepsiCo, Inc - $886,963.97, and Illinois Tool Works Inc - $801,139.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Newman's monthly returns?
William Newman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can William Newman's strategy be considered aggressive or moderate?
William Newman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow William Newman's strategy?
William Newman'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.
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