Paul Edward Bottinelli III Portfolio
Invests via Boone Capital Management LLC | Managed by Paul Edward Bottinelli III, Daniel Walter Boone
Invests via Boone Capital Management LLC
Managed by Paul Edward Bottinelli III, Daniel Walter Boone
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Paul Edward Bottinelli III Profile
With a robust background in corporate finance and strategic development, Paul Edward Bottinelli III stands out as a seasoned executive with considerable expertise. His experience spans across multiple sectors, where he has consistently demonstrated his acumen in driving growth and innovation. Having held various leadership roles, he is recognized for fostering collaboration among diverse stakeholders to unlock value. This blend of operational insight and investment knowledge positions him as an influential figure within capital markets. With a keen focus on market dynamics and organizational performance, he contributes significantly to shaping business strategies that align with evolving industry trends.
With a robust background in corporate finance and strategic development, Paul Edward Bottinelli III stands out as a seasoned executive with considerable expertise. His experience spans across multiple sectors, where he has consistently demonstrated his acumen in driving growth and innovation. Having held various leadership roles, he is recognized for fostering collaboration among diverse stakeholders to unlock value. This blend of operational insight and investment knowledge positions him as an influential figure within capital markets. With a keen focus on market dynamics and organizational performance, he contributes significantly to shaping business strategies that align with evolving industry trends.
Investment Philosophy & Strategy
Growth opportunities abound in industries ripe for transformation. Paul Edward Bottinelli III leverages his extensive corporate finance background to identify and capitalize on emerging market trends. His strategic approach prioritizes innovation, fostering collaboration among diverse teams to enhance operational efficiency and drive value creation. This methodical focus enables a keen understanding of competitive positioning and sector dynamics, allowing him to guide investments toward high-potential ventures effectively. By maintaining an agile mindset toward capital allocation, he optimally positions his engagements within dynamic markets that favor both sustainable growth and impactful disruption.
Growth opportunities abound in industries ripe for transformation. Paul Edward Bottinelli III leverages his extensive corporate finance background to identify and capitalize on emerging market trends. His strategic approach prioritizes innovation, fostering collaboration among diverse teams to enhance operational efficiency and drive value creation. This methodical focus enables a keen understanding of competitive positioning and sector dynamics, allowing him to guide investments toward high-potential ventures effectively. By maintaining an agile mindset toward capital allocation, he optimally positions his engagements within dynamic markets that favor both sustainable growth and impactful disruption.
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:
59.35%
Gain +2.93%
Monthly
1.09%
Yearly
13.9%
Drawdown
18.01%
$396.51M
Equity
Holdings
$396.51M
Investment
$367M
$134.29M
Profit +$10.06M
Realized
$104.78M
Unrealized
$29.51M
Dividends
$12.35M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.93%
Profit
$10.06M
Win %
60%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$3.41M
Win %
60%
This Month
Compared to last month
Gain
-0.14%
Profit
-$553,927.77
Win %
60%
This Year
Compared to last year
Gain
-4.88%
Profit
-$20.36M
Win %
58%
ANL Adlai Nortye Ltd. ADR
+12.32%
+$346,242.6 
MIRM Mirum Pharmaceuticals Inc.
+4.2%
+$1.4M 
BMRN Biomarin Pharmaceutical Inc.
+3.65%
+$1.18M 
IONS Ionis Pharmaceuticals, Inc.
+3.48%
+$772,165.84 
GLUE Monte Rosa Therapeutics, Inc.
+3.46%
+$209,197.58 
CGEM Cullinan Therapeutics, Inc.
+3.34%
+$320,521.11 
BBIO BridgeBio Pharma, Inc.
+3%
+$660,755.4 
UNH UnitedHealth Group Incorporated
+2.98%
+$1.04M 
CI The Cigna Group
+2.85%
+$1.31M 
KOD Kodiak Sciences Inc.
+2.74%
+$839,183.71 
TNGX Tango Therapeutics Inc.
+2.57%
+$259,694.85 
KYMR Kymera Therapeutics Inc.
+2.31%
+$279,537.31 
VSTS Vestis Corporation
+1.61%
+$427,531.5 
PNTG The Pennant Group, Inc.
+1.37%
+$288,858.08 
TFX Teleflex Incorporated
+1.29%
+$615,946.92 
GRDN Guardian Pharmacy Services Inc.
+0.38%
+$110,350.54 No Data
Events
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Dividends
Dividend Analysis
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| Trades 212 | Longs Won 121/212 57% | Profit Factor 2.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.08M |
| Average Win $2.08M | Best Trade (Oct 14) $21.17M | Sharpe Ratio -35.57 |
| Average Loss -$1.28M | Worst Trade (Oct 14) -$9.63M | Z-Score 0.93 (64.79%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $633,444.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.39% |
| Consecutive Losing Trades | 309 | 278 | 247 | 216 | 185 | 154 | 124 | 93 | 62 | 31 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ANL Adlai Nortye Ltd. ADR | 258,390 | $2.74M | $3.16M | - | $418,591.8 | 15.28% | +12.316% |
| BBIO BridgeBio Pharma, Inc. | 339,720 | $21.12M | $22.72M | - | $1.6M | 7.57% | +2.995% |
| BMRN Biomarin Pharmaceutical Inc. | 583,219 | $35.99M | $33.33M | - | -$2.66M | -7.39% | +3.654% |
| CGEM Cullinan Therapeutics, Inc. | 704,442 | $12.83M | $9.93M | - | -$2.9M | -22.6% | +3.336% |
| CI The Cigna Group | 159,290 | $47.25M | $47.44M | - | $190,263.97 | 0.4% | +2.849% |
| GLUE Monte Rosa Therapeutics, Inc. | 615,287 | $14.89M | $6.26M | - | -$8.63M | -57.93% | +3.455% |
| GRDN Guardian Pharmacy Services Inc. | 711,939 | $27.15M | $29M | - | $1.85M | 6.81% | +0.382% |
| IONS Ionis Pharmaceuticals, Inc. | 519,977 | $35.09M | $22.98M | - | -$12.11M | -34.52% | +3.478% |
| KOD Kodiak Sciences Inc. | 378,010 | $7.79M | $31.49M | - | $23.7M | 304.26% | +2.738% |
| KYMR Kymera Therapeutics Inc. | 113,173 | $12.98M | $12.37M | - | -$607,739.1 | -4.68% | +2.312% |
| MIRM Mirum Pharmaceuticals Inc. | 415,641 | $14.66M | $34.63M | - | $19.98M | 136.3% | +4.202% |
| PNTG The Pennant Group, Inc. | 515,818 | $19.06M | $21.34M | - | $2.29M | 11.99% | +1.372% |
| TFX Teleflex Incorporated | 387,388 | $47.11M | $48.38M | - | $1.27M | 2.69% | +1.29% |
| TNGX Tango Therapeutics Inc. | 455,605 | $14.24M | $10.37M | - | -$3.87M | -27.19% | +2.569% |
| UNH UnitedHealth Group Incorporated | 88,687 | $27.99M | $36.13M | - | $8.14M | 29.07% | +2.975% |
| VSTS Vestis Corporation | 1.9M | $26.11M | $26.97M | - | $864,563.7 | 3.31% | +1.611% |
No Data
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 Paul Edward Bottinelli III?
The largest contributions to the portfolio's profits come from the following stocks: Unum Group - $39.89M, Cogent Biosciences, Inc - $20M, Globus Medical Inc - $13.43M, Avanos Medical Inc - $12.88M, and BridgeBio Pharma, Inc - $11.15M. 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: Viking Therapeutics Inc - $11.65M, Tarsus Pharmaceuticals Inc - $5.59M, Amphastar Pharmaceuticals Inc - $5.33M, uniQure N.V - $5.07M, and Biohaven Ltd - $4.81M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul Edward Bottinelli III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.35M earned over time. The largest contributors to dividend income include Unum Group - $3.42M, The Cigna Group - $2.2M, Medtronic plc - $1.48M, Baxter International Inc - $1.08M, and Amgen Inc - $783,843.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul Edward Bottinelli III's monthly returns?
Paul Edward Bottinelli III'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 Paul Edward Bottinelli III's strategy be considered aggressive or moderate?
Paul Edward Bottinelli III'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 Paul Edward Bottinelli III's strategy?
Paul Edward Bottinelli III'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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