David K. Balsdon Portfolio
Invests via Harvest Portfolios Group Inc. | Managed by Paul MacDonald, James Learmonth, Chris Heakes, Mike Dragosits
Invests via Harvest Portfolios Group Inc.
Managed by Paul MacDonald, James Learmonth, Chris Heakes, Mike Dragosits
Automatically Tracked
David K. Balsdon Profile
David K. Balsdon possesses a notable trajectory in corporate leadership and investment management, bringing extensive experience from his tenure at multiple high-profile firms. His ability to navigate complex financial landscapes has established him as a pivotal figure in deal-making and strategic operations. By fostering innovative partnerships and driving growth initiatives, he has contributed significantly to the expansion of several businesses within diverse sectors. Additionally, his insights into market dynamics make him an invaluable resource for companies aiming to optimize performance amidst changing economic conditions.
David K. Balsdon possesses a notable trajectory in corporate leadership and investment management, bringing extensive experience from his tenure at multiple high-profile firms. His ability to navigate complex financial landscapes has established him as a pivotal figure in deal-making and strategic operations. By fostering innovative partnerships and driving growth initiatives, he has contributed significantly to the expansion of several businesses within diverse sectors. Additionally, his insights into market dynamics make him an invaluable resource for companies aiming to optimize performance amidst changing economic conditions.
Investment Philosophy & Strategy
Navigating the intricacies of dynamic markets informs David K. Balsdon's investment approach, focusing on leveraging his robust operational insight and entrepreneurial acumen. By emphasizing transformational growth opportunities, he aims to align strategic investments with emerging industry trends that hold potential for substantial returns. His history of fostering strong collaborative ventures underpins a preference for scalable businesses capable of adapting to evolving consumer demands. With a commitment to creating long-term value through decisive action, he seeks out unique market niches where innovation meets sound financial management.
Navigating the intricacies of dynamic markets informs David K. Balsdon's investment approach, focusing on leveraging his robust operational insight and entrepreneurial acumen. By emphasizing transformational growth opportunities, he aims to align strategic investments with emerging industry trends that hold potential for substantial returns. His history of fostering strong collaborative ventures underpins a preference for scalable businesses capable of adapting to evolving consumer demands. With a commitment to creating long-term value through decisive action, he seeks out unique market niches where innovation meets sound financial management.
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:
91.95%
Gain +1.22%
Monthly
1.44%
Yearly
18.74%
Drawdown
17.98%
$7.69B
Equity
Holdings
$7.69B
Investment
$6.44B
$1.75B
Profit +$57.78M
Realized
$496.39M
Unrealized
$1.25B
Dividends
$237.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.22%
Profit
$57.78M
Win %
69%
This Week
Compared To Last Week
Gain
0.95%
Profit
$72.37M
Win %
69%
This Month
Compared to last month
Gain
0.96%
Profit
$73.18M
Win %
69%
This Year
Compared to last year
Gain
8.06%
Profit
$573.77M
Win %
68%
SOFI SoFi Technologies, Inc.
+13.9%
+$9.66M 
TE T1 Energy Inc.
+10.38%
+$12,668.26 
EOSE Eos Energy Enterprises Inc. Ordinary Shares Class A
+9.57%
+$9,247.15 
BTBT Bit Digital Inc.
+8.59%
+$1,749.65 
CIFR Cipher Digital Inc.
+7.98%
+$97,636.79 
IREN IREN Ltd.
+7.24%
+$238,684.8 
RCL Royal Caribbean Cruises Ltd.
+6.96%
+$431,130.34 
GLXY Galaxy Digital Inc. Class A Common Stock
+6.7%
+$136,727.85 
KEEL Bitfarms Ltd.
+6.65%
+$4,787.9 
CSIQ Canadian Solar Inc.
+6.55%
+$11,141.22 
STX Seagate Technology Holdings plc
+6.41%
+$1.64M 
HUT Hut 8 Corp.
+6.35%
+$158,656 
HIVE HIVE Digital Technologies Ltd.
+6.18%
+$1,751.14 
RIOT Riot Platforms, Inc.
+5.96%
+$103,084.5 
FLNC Fluence Energy, Inc. Class A Common Stock
+5.82%
+$6,619.52 
PLUG Plug Power Inc.
+5.47%
+$13,401.6 
BTDR Bitdeer Technologies Group Class A Ordinary Shares
+4.8%
+$37,306.84 
MARA MARA Holdings Inc.
+4.61%
+$49,958.68 
CLSK CleanSpark, Inc.
+4.57%
+$44,727.16 
VRT Vertiv Holdings Co Class A Common Stock
+4.48%
+$120,825 
DQ Daqo New Energy Corp. ADR
+4.45%
+$7,118.1 
CORZ Core Scientific, Inc.
+4.29%
+$79,837.58 
SHLS Shoals Technologies Group Inc. Class A Common Stock
+4.09%
+$12,578.1 
AMD Advanced Micro Devices Inc.
+4.06%
+$8.22M 
WULF TeraWulf Inc.
+4.05%
+$95,278.74 
ANET Arista Networks Inc.
+4%
+$1.28M 
URI United Rentals Inc.
+3.86%
+$158,594.45 
HOOD Robinhood Markets Inc. Class A Common Stock
+3.85%
+$3.19M 
FSLR First Solar Inc.
+3.8%
+$10,447.67 
CCJ Cameco Corporation
+3.45%
+$1.38M 
AVGO Broadcom Inc.
+3.39%
+$5.38M 
ARRY Array Technologies, Inc.
+3.33%
+$3,958.08 
RUN Sunrun Inc.
+3.23%
+$7,511.54 
UPS United Parcel Service, Inc. Class B Common Stock
+3.21%
+$122,343.9 
ORCL Oracle Corporation
+3.18%
+$1.52M 
CDE Coeur Mining Inc.
+2.9%
+$37,060.48 
TSLA Tesla, Inc.
+2.89%
+$7.07M 
GEV GE Vernova Inc.
+2.84%
+$90,689.28 
APH Amphenol Corp. Class A Common Stock
+2.78%
+$1.64M 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.69%
+$17,856.73 
BLSH Bullish Inc.
+2.68%
+$43,816.88 
INTC Intel Corporation
+2.63%
+$8,406.16 
ETN Eaton Corporation plc
+2.6%
+$97,189.26 
MU Micron Technology Inc.
+2.57%
+$889,982.54 
EGO Eldorado Gold Corporation
+2.55%
+$41,114.79 
CAT Caterpillar Inc.
+2.47%
+$520,798.57 
PAAS Pan American Silver Corp.
+2.44%
+$28,836.86 
NXT Nextpower Inc. Class A Common Stock
+2.33%
+$6,815.13 
PSA Public Storage
+2.27%
+$19,118.25 
IAG IAMGOLD Corporation
+2.08%
+$33,017.4 
GE General Electric Company
+2.01%
+$76,093.57 
SPCX Space Exploration Technologies Corp. Class A
+2%
+$1.24M 
GS The Goldman Sachs Group, Inc.
+1.99%
+$105,885.12 
BTG B2Gold Corp.
+1.97%
+$33,335.4 
FNV Franco-Nevada Corporation
+1.95%
+$31,649.29 
CPA Copa Holdings, S.A. Class A Common Stock
+1.92%
+$10,157.5 
NEM Newmont Corporation
+1.9%
+$31,443.3 
TXN Texas Instruments Inc.
+1.79%
+$590,999.55 
KGC Kinross Gold Corporation
+1.79%
+$22,396 
ORA Ormat Technologies, Inc.
+1.77%
+$5,010.44 
DLR Digital Realty Trust Inc.
+1.66%
+$20,207.2 
B BARRICK MINING CORP Common Stock (ABR0)
+1.65%
+$92,022.21 
SSRM SSR Mining Inc.
+1.6%
+$23,732.8 
ENS EnerSys
+1.59%
+$5,580.9 
MS Morgan Stanley Common Stock
+1.57%
+$415,653.12 
AAL American Airlines Group Inc.
+1.56%
+$11,989.19 
SEDG SolarEdge Technologies, Inc.
+1.55%
+$5,096 
PANW Palo Alto Networks, Inc.
+1.5%
+$828,328.08 
CRWD CrowdStrike Holdings, Inc.
+1.45%
+$1.71M 
WPM Wheaton Precious Metals Corp.
+1.43%
+$14,787.13 
C Citigroup Inc.
+1.33%
+$63,777.89 
AGI Alamos Gold Inc. Class A Common Shares
+1.29%
+$15,882.75 
TMO Thermo Fisher Scientific Inc.
+1.28%
+$1.26M 
AU AngloGold Ashanti plc
+1.26%
+$18,498.16 
AEM Agnico Eagle Mines Limited
+1.2%
+$626,411.1 
BEPC Brookfield Renewable Corporation
+1.16%
+$40,479.38 
GOOGL Alphabet Inc
+1.14%
+$1.93M 
SKYW SkyWest Inc.
+1.14%
+$4,416.97 
CSCO Cisco Systems, Inc.
+1.08%
+$668,310.92 
AME AMETEK, Inc.
+1.07%
+$44,738.01 
DE Deere & Company
+1.07%
+$45,495.52 
T AT&T Inc.
+1.05%
+$118,145.06 
FIGR Figure Technology Solutions, Inc. Class A Common Stock
+1.05%
+$3,879.18 
A AgileThought, Inc. Class A Common Stock
+1.03%
+$965,850.44 
NVS Novartis AG Sponsored ADR
+1.03%
+$722,131.1 
MRK Merck & Co., Inc.
+1.02%
+$846,775.93 
AMZN Amazon.com Inc
+1.02%
+$2.01M 
NVDA NVIDIA Corporation
+0.84%
+$2.81M 
AAPL Apple Inc.
+0.82%
+$1.79M 
JNJ Johnson & Johnson
+0.8%
+$658,838.82 
SLF Sun Life Financial Inc.
+0.79%
+$51,624.09 
ENPH Enphase Energy, Inc.
+0.79%
+$2,383.2 
MFC Manulife Financial Corporation
+0.78%
+$36,000.65 
MTN Vail Resorts Inc.
+0.77%
+$4,031.58 
MSTR Strategy Inc.
+0.77%
+$3.34M 
VZ Verizon Communications Inc.
+0.74%
+$249,216.28 
UAL United Airlines Holdings, Inc.
+0.73%
+$21,530.3 
JPM JPMorgan Chase & Co.
+0.73%
+$246,693.76 
LLY Eli Lilly and Company
+0.7%
+$2.53M 
AMAT Applied Materials Inc.
+0.66%
+$180,040.86 
RBA RB Global Inc.
+0.66%
+$3,575.86 
DEFT DeFi Technologies Inc.
+0.62%
+$83.72 
AMGN Amgen Inc. Common Stock
+0.6%
+$553,758.8 
EQX Equinox Gold Corp.
+0.6%
+$7,749.96 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$501,112.73 
EIX Edison International
+0.55%
+$59,100.48 
MGA Magna International Inc.
+0.55%
+$22,064.7 
BAC Bank of America Corporation
+0.53%
+$30,088.53 
IBIT iShares Bitcoin Trust ETF
+0.51%
+$263,560.91 
GTY Getty Realty Corp.
+0.43%
+$4,162.95 
UNH UnitedHealth Group Inc.
+0.41%
+$398,889.7 
BNS Bank of Nova Scotia
+0.4%
+$41,747.84 
COIN Coinbase Global Inc. Class A Common Stock
+0.39%
+$389,313.15 
CRCL Circle Internet Group, Inc. Class A
+0.39%
+$225,766.8 
UDR UDR Inc.
+0.36%
+$2,309.58 
REG Regency Centers Corporation
+0.35%
+$3,829.54 
D Dominion Energy, Inc.
+0.34%
+$43,368.82 
DAL Delta Air Lines, Inc.
+0.34%
+$27,617.51 
PNW Pinnacle West Capital Corporation
+0.33%
+$45,983.7 
BNY Bank of New York Mellon Corp.
+0.33%
+$18,628.55 
ALK Alaska Air Group Inc.
+0.33%
+$1,290.87 
PLD Prologis, Inc.
+0.33%
+$3,592.42 
BMO Bank of Montreal
+0.3%
+$27,794.19 
FITB Fifth Third Bancorp
+0.29%
+$15,654.12 
CM Canadian Imperial Bank of Commerce
+0.29%
+$26,407.72 
VIK Viking Holdings Ltd.
+0.28%
+$6,385.68 
SNY Sanofi ADR
+0.26%
+$4,763 
RNW ReNew Energy Global Plc Class A Ordinary Shares
+0.25%
+$1,259.59 
CP Canadian Pacific Kansas City Ltd.
+0.22%
+$14,415.96 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.21%
+$594,284.88 
MSFT Microsoft Corporation Common Stock
+0.19%
+$648,884.55 
PFE Pfizer Inc.
+0.15%
+$3,793.5 
FTS Fortis Inc.
+0.14%
+$8,765.68 
UNP Union Pacific Corp.
+0.1%
+$4,380.45 
XYZ Block Inc. Class A Common Stock
+0.09%
+$9,058.14 
SLB SLB N.V.
+0.09%
+$1,945.08 
BCE BCE Inc.
+0.05%
+$18,061.22 
SAP SAP SE Sponsored ADR
+0.05%
+$266.42 
STAG STAG Industrial, Inc.
+0.04%
+$426.31 
ABBV AbbVie Inc.
+0.04%
+$32,770.29 
TLT iShares 20+ Year Treasury Bond ETF
+0.02%
+$46,568.65 
IEF iShares 7-10 Year Treasury Bond ETF
+0.02%
+$28,543.23 
VGLT Vanguard Long-Term Treasury ETF
+0.01%
+$1,290.82 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GSK GSK plc ADR
0%
+$0.08 
NTCXF Natcore Technology Inc.
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 BAM
BAM
0%
$0 OCAN
OCAND
0%
$0 G200
G2004J103
0%
$0 
VLO Valero Energy Corporation
-6.41%
-$273,609.4 
PSX Phillips 66
-5.25%
-$212,619.14 
DINO HF Sinclair Corporation
-4.57%
-$199,261.92 
TRI Thomson Reuters Corporation
-4%
-$264,022.75 
ACN Accenture plc
-3.23%
-$19,032.18 
HLT Hilton Worldwide Holdings Inc.
-3.17%
-$229,570.11 
E Eni S.p.A. Sponsored ADR
-2.97%
-$77,275.8 
INTU Intuit Inc.
-2.62%
-$676,397.08 
H Hyatt Hotels Corporation Class A Common Stock
-2.48%
-$37,168.59 
SU Suncor Energy Inc.
-2.4%
-$907,907.04 
WIT Wipro Ltd. ADR
-2.39%
-$10,650.85 
BP BP Plc Sponsored ADR
-2.28%
-$57,902.5 
INFY Infosys Ltd. ADR
-2.09%
-$8,722.74 
COP ConocoPhillips
-2.05%
-$61,441.74 
OVV Ovintiv Inc.
-1.95%
-$59,834.69 
SYK Stryker Corp.
-1.92%
-$1.3M 
GIB CGI Inc.
-1.88%
-$27,974.1 
CNQ Canadian Natural Resources Ltd.
-1.87%
-$753,255.48 
MAR Marriott International, Inc. Class A Common Stock
-1.84%
-$137,402 
NOW ServiceNow Inc.
-1.8%
-$967,620.05 
RSG Republic Services Inc.
-1.74%
-$80,228.4 
SHOP Shopify Inc.
-1.7%
-$1.31M 
EQNR Equinor ASA Sponsored ADR
-1.66%
-$50,095.07 
OXY Occidental Petroleum Corp.
-1.64%
-$43,840.65 
WCN Waste Connections, Inc.
-1.63%
-$28,563.25 
FAST Fastenal Co.
-1.54%
-$69,931.35 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-1.52%
-$471,493.8 
XOM ExxonMobil Holdings Corporation
-1.47%
-$68,100.64 
EXPE Expedia Group Inc.
-1.47%
-$45,649.78 
TTE TotalEnergies SE
-1.47%
-$35,706.12 
EOG EOG Resources, Inc.
-1.46%
-$41,818 
ABT Abbott Laboratories
-1.45%
-$1.15M 
ABNB Airbnb Inc. Class A Common Stock
-1.42%
-$112,233.85 
CVX Chevron Corporation
-1.4%
-$40,046.26 
NFLX Netflix Inc.
-1.35%
-$241,843.62 
ELV Elevance Health, Inc.
-1.34%
-$1.03M 
ARE Alexandria Real Estate Equities, Inc.
-1.3%
-$3,667.98 
STN Stantec Inc.
-1.3%
-$7,018.7 
LAMR Lamar Advertising Company Class A
-1.28%
-$11,071.05 
LMT Lockheed Martin Corporation
-1.17%
-$60,254.5 
BYD Boyd Gaming Corporation
-1.17%
-$4,305.25 
TNL Travel + Leisure Co.
-0.89%
-$2,846.61 
PBA Pembina Pipeline Corp.
-0.89%
-$194,833.46 
MTB M&T Bank Corporation
-0.88%
-$47,351.64 
AMT American Tower Corporation
-0.87%
-$10,996.83 
QSR Restaurant Brands International Inc.
-0.85%
-$45,090.99 
RCI Rogers Communications Inc. Class B
-0.83%
-$135,235.98 
TU TELUS Corporation
-0.81%
-$113,797.81 
BKNG Booking Holdings Inc.
-0.8%
-$42,398.1 
WYNN Wynn Resorts, Limited
-0.8%
-$4,411.33 
BSX Boston Scientific Corp.
-0.8%
-$461,419.49 
MSI Motorola Solutions, Inc.
-0.8%
-$269,944.12 
MDT Medtronic plc
-0.79%
-$632,666.25 
RHP Ryman Hospitality Properties, Inc.
-0.78%
-$6,206.9 
IBM International Business Machines Corporation
-0.78%
-$3,282.02 
DOC Healthpeak Properties, Inc.
-0.78%
-$3,254.7 
COST Costco Wholesale Corp
-0.74%
-$841,101.52 
SUI Sun Communities, Inc.
-0.73%
-$16,192 
MCD McDonald's Corporation
-0.69%
-$147,031.85 
CCI Crown Castle Inc.
-0.68%
-$2,331.68 
RDDT Reddit Inc. Class A Common Stock
-0.66%
-$415,268.68 
V Visa Inc. Class A
-0.65%
-$183,110.4 
WH Wyndham Hotels & Resorts Inc.
-0.63%
-$3,190.56 
HST Host Hotels & Resorts, Inc.
-0.6%
-$9,754.88 
AIFC AI Financial Corporation Common Stock
-0.58%
-$30.7 
INVH Invitation Homes Inc.
-0.56%
-$4,275.98 
ISRG Intuitive Surgical Inc.
-0.53%
-$355,128 
RTX RTX Corporation
-0.52%
-$22,370.57 
VICI VICI Properties Inc.
-0.52%
-$12,307.37 
KEY KeyCorp
-0.52%
-$27,624.52 
NVO Novo Nordisk A/S Sponsored ADR
-0.51%
-$24,928.6 
WMT Walmart Inc.
-0.5%
-$117,792.01 
MGM MGM Resorts International
-0.49%
-$2,618.14 
MA Mastercard Inc. Class A Common Stock
-0.49%
-$1,917 
TXT Textron Inc.
-0.48%
-$16,735.12 
LVS Las Vegas Sands Corp.
-0.48%
-$4,770.5 
META Meta Platforms Inc Class A
-0.46%
-$725,009.72 
CMCSA Comcast Corp. Class A Common Stock
-0.43%
-$51,159.62 
OKE ONEOK, Inc.
-0.42%
-$57,460.68 
RF Regions Financial Corp.
-0.42%
-$23,081.64 
PG The Procter & Gamble Company
-0.41%
-$104,998.08 
AZN AstraZeneca PLC American Depositary Shares
-0.39%
-$255,115.14 
KO The Coca-Cola Company
-0.39%
-$106,814.88 
USB U.S. Bancorp
-0.34%
-$18,737 
HBAN HubSpot Inc.
-0.33%
-$17,288.3 
BMY Bristol-Myers Squibb Company
-0.33%
-$246,755.22 
UBER Uber Technologies Inc.
-0.33%
-$11,695.42 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-0.33%
-$248,966.12 
KMI Kinder Morgan Inc.
-0.32%
-$42,397.3 
RRR Red Rock Resorts, Inc.
-0.3%
-$1,025.85 
GD General Dynamics Corp.
-0.29%
-$12,316.5 
FOUR Shift4 Payments Inc. Class A Common Stock
-0.24%
-$482.76 
TRP TC Energy Corporation
-0.24%
-$47,944.95 
EXC Exelon Corp.
-0.23%
-$29,754.6 
ADC Agree Realty Corp.
-0.22%
-$1,992.15 
LRCX Lam Research Corp.
-0.22%
-$61,025.26 
SPG Simon Property Group Inc.
-0.22%
-$2,213.06 
MAA Mid-America Apartment Communities, Inc.
-0.2%
-$1,792.91 
CDP COPT Defense Properties
-0.2%
-$1,595.02 
TFC Truist Financial Corporation
-0.19%
-$10,661.57 
CZR Caesars Entertainment, Inc.
-0.17%
-$872.58 
ES Eversource Energy
-0.17%
-$22,335.19 
PNC The PNC Financial Services Group, Inc.
-0.14%
-$7,357.77 
TD Toronto-Dominion Bank
-0.13%
-$59,024.48 
PH Parker-Hannifin Corporation
-0.12%
-$4,699.56 
WFC Wells Fargo & Company
-0.12%
-$35,525.9 
FE FirstEnergy Corp.
-0.11%
-$14,426.5 
EDV Vanguard Extended Duration Treasury ETF
-0.1%
-$13,304.58 
RY Royal Bank of Canada
-0.09%
-$43,211.51 
DHR Danaher Corp.
-0.08%
-$72,451.94 
CFG Citizens Financial Group Inc.
-0.08%
-$4,165.4 
O Realty Income Corp.
-0.07%
-$628.28 
LUV Southwest Airlines Co.
-0.04%
-$678.11 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.02%
-$1,137.43 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.02%
-$951.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3276 | Longs Won 2145/3276 65% | Profit Factor 3.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.11M |
| Average Win $1.21M | Best Trade (Oct 15) $64.68M | Sharpe Ratio -12.55 |
| Average Loss -$753,506.29 | Worst Trade (Oct 16) -$154.79M | Z-Score 10.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 4d | Expectancy $533,146.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 532,149 | $68.78M | $94.6M | - | $25.82M | 37.54% | +1.031% |
| AAL American Airlines Group Inc. | 63,101 | $1.04M | $781,821.39 | - | -$257,323.2 | -24.76% | +1.557% |
| AAPL Apple Inc. | 637,896 | $142.82M | $221.17M | - | $78.35M | 54.86% | +0.817% |
| ABBV AbbVie Inc. | 312,098 | $54.31M | $89.52M | - | $35.22M | 64.85% | +0.037% |
| ABNB Airbnb Inc. Class A Common Stock | 46,282 | $5.87M | $7.8M | - | $1.93M | 32.88% | -1.418% |
| ABT Abbott Laboratories | 757,820 | $80.55M | $78.33M | - | -$2.22M | -2.76% | -1.445% |
| ACN Accenture plc | 2,382 | $639,090.6 | $569,869.68 | - | -$69,220.92 | -10.83% | -3.232% |
| ADC Agree Realty Corp. | 13,281 | $989,004.94 | $893,014.44 | - | -$95,990.5 | -9.71% | -0.223% |
| AEM Agnico Eagle Mines Limited | 298,291 | $49.41M | $53.03M | - | $3.63M | 7.34% | +1.195% |
| AGI Alamos Gold Inc. Class A Common Shares | 40,725 | $1.28M | $1.25M | - | -$32,332.46 | -2.53% | +1.291% |
| AIFC AI Financial Corporation Common Stock | 19,186 | $41,011.47 | $5,243.53 | - | -$35,767.94 | -87.21% | -0.582% |
| ALK Alaska Air Group Inc. | 11,225 | $587,730.21 | $393,604.62 | - | -$194,125.59 | -33.03% | +0.329% |
| AMAT Applied Materials Inc. | 70,301 | $11.64M | $27.43M | - | $15.79M | 135.74% | +0.661% |
| AMD Advanced Micro Devices Inc. | 380,784 | $66.85M | $210.53M | - | $143.68M | 214.94% | +4.064% |
| AME AMETEK, Inc. | 17,141 | $3.25M | $4.21M | - | $959,127.79 | 29.53% | +1.075% |
| AMGN Amgen Inc. Common Stock | 208,180 | $54.38M | $93.12M | - | $38.74M | 71.25% | +0.598% |
| AMT American Tower Corporation | 6,685 | $1.38M | $1.25M | - | -$136,367.02 | -9.85% | -0.874% |
| AMZN Amazon.com Inc | 793,414 | $170.19M | $199.64M | - | $29.45M | 17.3% | +1.016% |
| ANET Arista Networks Inc. | 180,183 | $18.7M | $33.21M | - | $14.52M | 77.64% | +3.997% |
| APH Amphenol Corp. Class A Common Stock | 781,772 | $34.46M | $60.48M | - | $26.02M | 75.51% | +2.783% |
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FAQ
Which stocks have generated the highest profits for David K. Balsdon?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices Inc - $110.24M, Micron Technology Inc - $69.8M, Eli Lilly and Company - $46.19M, Oracle Corporation - $29.84M, and NVIDIA Corporation - $24.17M. 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: Netflix Inc - $24.77M, Accenture plc - $24.09M, Pfizer Inc - $22.39M, Zoetis Inc. Class A Common Stock - $7.9M, and Nike, Inc. Class B Common Stock - $6.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David K. Balsdon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $237.61M earned over time. The largest contributors to dividend income include iShares 20+ Year Treasury Bond ETF - $28.64M, iShares 7-10 Year Treasury Bond ETF - $11.75M, Bristol-Myers Squibb Company - $10.09M, AbbVie Inc - $8.03M, and Johnson & Johnson - $7.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David K. Balsdon's monthly returns?
David K. Balsdon'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 David K. Balsdon's strategy be considered aggressive or moderate?
David K. Balsdon's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David K. Balsdon's strategy?
David K. Balsdon'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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