DKB
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:
25.03%
Gain +1.93%
Monthly
0.7%
Yearly
8.7%
Drawdown
14.38%
$6.55B
Equity
Holdings
$6.55B
Investment
$5.5B
$1.43B
Profit +$132.76M
Realized
$381.22M
Unrealized
$1.05B
Dividends
$216.36M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.93%
Profit
$132.76M
Win %
67%
This Week
Compared To Last Week
Gain
-1.91%
Profit
-$127.59M
Win %
67%
This Month
Compared to last month
Gain
-2.5%
Profit
-$167.65M
Win %
67%
This Year
Compared to last year
Gain
-0.98%
Profit
$41.06M
Win %
66%
TE-WT T1 Energy Inc. WT
+44.4%
+$14,695.52 
FLNC Fluence Energy, Inc.
+11.96%
+$44,618.85 
ALK Alaska Air Group Inc.
+11.56%
+$54,957.64 
AMAT Applied Materials, Inc.
+11.35%
+$4.34M 
MU Micron Technology, Inc.
+11%
+$6.38M 
BTDR Bitdeer Technologies Group
+10.84%
+$244,268.59 
FOUR Shift4 Payments, Inc.
+10.58%
+$17,760.47 
IREN IREN Limited
+10.56%
+$782,076.16 
GLXY Galaxy Digital Inc. Class A Common Stock
+10.45%
+$543,241.05 
HUT Hut 8 Corp.
+10.03%
+$545,815.2 
INTC Intel Corporation
+9.53%
+$76,642.79 
UAL United Airlines Holdings, Inc.
+9.16%
+$286,875.05 
FSLR First Solar, Inc.
+8.91%
+$35,974.18 
WULF TeraWulf Inc.
+8.85%
+$405,907.14 
ENPH Enphase Energy, Inc.
+8.8%
+$43,796.9 
ARRY Array Technologies Inc.
+8.78%
+$22,413 
AAL American Airlines Group Inc.
+8.76%
+$75,297.52 
IAG Iamgold Corporation
+8.56%
+$150,293.07 
RIOT Riot Platforms, Inc.
+8.31%
+$386,124 
CCL Carnival Corporation Ltd.
+8.16%
+$229,678.68 
AMD Advanced Micro Devices, Inc.
+8.13%
+$21.55M 
CLSK CleanSpark, Inc.
+7.82%
+$170,893.85 
MARA MARA Holdings Inc
+7.73%
+$196,394.25 
HIVE HIVE Digital Technologies Ltd.
+7.57%
+$8,516.31 
CPA Copa Holdings S.A.
+7.36%
+$39,013.04 
HOOD Robinhood Markets, Inc.
+7.32%
+$3.39M 
EGO Eldorado Gold Corporation
+7.27%
+$108,935.89 
SHLS Shoals Technologies Group, Inc.
+7.24%
+$27,841.18 
DQ Daqo New Energy Corp.
+7.19%
+$16,309.28 
CIFR Cipher Mining Inc.
+7.18%
+$313,439.76 
RCL Royal Caribbean Group
+7.08%
+$454,317 
NXT Nextracker Inc.
+7.02%
+$29,765.82 
DAL Delta Air Lines, Inc.
+6.96%
+$562,664.48 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$4.2M 
SEDG SolarEdge Technologies Inc.
+6.84%
+$42,492.16 
LUV Southwest Airlines Co.
+6.67%
+$134,489.28 
CDE Coeur Mining, Inc.
+6.26%
+$215,661.1 
STX Seagate Technology Holdings plc
+6.25%
+$3.24M 
AU AngloGold Ashanti plc
+6.19%
+$110,010.96 
CORZ Core Scientific, Inc.
+6.17%
+$251,471.35 
NCLH Norwegian Cruise Line Holdings Ltd.
+6.17%
+$48,968.07 
PANW Palo Alto Networks, Inc.
+5.88%
+$2.58M 
BLSH Bullish Inc.
+5.82%
+$89,374.48 
BTG B2Gold Corp
+5.7%
+$103,924.59 
TXN Texas Instruments Inc
+5.61%
+$2.09M 
RUN Sunrun Inc.
+5.42%
+$13,182.51 
GD General Dynamics Corporation
+5.39%
+$164,999.28 
AMGN Amgen Inc.
+5.31%
+$3.66M 
B BARRICK MINING CORP Common Stock (ABR0)
+5.22%
+$293,075.8 
SKYW SkyWest Inc.
+5.18%
+$18,473.49 
CRCL Circle Internet Group, Inc.
+5.14%
+$2.36M 
NEM Newmont Corporation
+5.14%
+$96,110.73 
EQX Equinox Gold Corp.
+5.14%
+$81,192.5 
UPS United Parcel Service, Inc.
+5.11%
+$167,914.56 
PAAS Pan American Silver Corp.
+5.09%
+$97,926.75 
RNW Renew Energy Global Plc
+4.95%
+$21,773.4 
ETN Eaton Corporation plc
+4.91%
+$163,452.25 
GEV GE Vernova Inc.
+4.87%
+$156,145.09 
KGC Kinross Gold Corporation
+4.86%
+$81,836.3 
SOFI SoFi Technologies, Inc.
+4.82%
+$1.95M 
COIN Coinbase Global, Inc.
+4.62%
+$3.36M 
CAT Caterpillar Inc.
+4.61%
+$1.61M 
VIK Viking Holdings Ltd
+4.59%
+$114,362.08 
WPM Wheaton Precious Metals Corp.
+4.56%
+$33,682.6 
TSLA Tesla, Inc.
+4.48%
+$10.09M 
LMT Lockheed Martin Corporation
+4.41%
+$116,216.78 
AGI Alamos Gold Inc.
+4.39%
+$83,499.7 
GE General Electric Company
+4.25%
+$184,711.7 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$7.68M 
CCJ Cameco Corporation
+3.96%
+$1.24M 
DEFT Defi Technologies Inc.
+3.89%
+$765.23 
NVS Novartis AG Sponsored ADR
+3.88%
+$2.61M 
IR Ingersoll Rand Inc.
+3.76%
+$102,910.1 
H Hyatt Hotels Corporation
+3.73%
+$63,111.68 
RTX RTX Corporation
+3.69%
+$106,299.95 
AVGO Broadcom Inc.
+3.61%
+$6.54M 
GSK GSK plc Sponsored ADR
+3.38%
+$71,795 
C Citigroup Inc.
+3.28%
+$228,548.4 
AEM Agnico Eagle Mines Limited
+3.2%
+$915,746.98 
GS The Goldman Sachs Group, Inc.
+3.07%
+$247,464.36 
TNL Travel + Leisure Co.
+2.94%
+$12,291.29 
PH Parker-Hannifin Corporation
+2.92%
+$90,204.75 
IBIT iShares Bitcoin Trust
+2.81%
+$976,555.58 
ANET Arista Networks, Inc.
+2.8%
+$808,458.15 
CSIQ Canadian Solar Inc.
+2.76%
+$7,996.38 
TXT Textron Inc.
+2.74%
+$87,655 
MAR Marriott International Inc. - Class A
+2.73%
+$212,432.22 
RHP Ryman Hospitality Properties, Inc.
+2.69%
+$21,028.48 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$106,750.12 
MS Morgan Stanley
+2.62%
+$847,351.96 
MGA Magna International Inc.
+2.59%
+$116,276.36 
BMY Bristol-Myers Squibb Company
+2.55%
+$1.69M 
EXPE Expedia Group, Inc.
+2.55%
+$66,463.38 
PFE Pfizer Inc.
+2.42%
+$52,266 
NVDA NVIDIA Corporation
+2.42%
+$6.9M 
BTBT Bit Digital, Inc.
+2.35%
+$1,533.6 
CSCO Cisco Systems, Inc.
+2.34%
+$1.83M 
LLY Eli Lilly and Company
+2.31%
+$7.27M 
CFG Citizens Financial Group, Inc.
+2.29%
+$149,149 
WYNN Wynn Resorts, Limited
+2.2%
+$17,453.36 
EOSE Eos Energy Enterprises Inc.
+2.16%
+$3,344.3 
AIFC AI Financial Corporation
+2.14%
+$293.13 
WIT Wipro Limited American Depositary Receipt
+2.14%
+$7,287.7 
HBAN Huntington Bancshares Incorporated
+2.11%
+$129,601.98 
SHOP Shopify Inc.
+1.98%
+$561,645.14 
EDV Vanguard Extended Duration Treasury ETF
+1.94%
+$401,532.27 
TFC Truist Financial Corporation
+1.89%
+$118,871.46 
AME Ametek Inc.
+1.87%
+$61,606.75 
BKNG Booking Holdings Inc.
+1.87%
+$117,450 
MTB M&T Bank Corporation
+1.66%
+$105,838.43 
MRK Merck & Co., Inc.
+1.62%
+$1.21M 
REGN Regeneron Pharmaceuticals, Inc.
+1.6%
+$695,011.2 
HST Host Hotels & Resorts Inc.
+1.57%
+$24,786.75 
SNY Sanofi American Depositary Receipt
+1.56%
+$34,612 
LAMR Lamar Advertising Company
+1.49%
+$12,127.36 
CM Canadian Imperial Bank of Commerce
+1.47%
+$131,843.7 
DE Deere & Company
+1.42%
+$43,903.15 
USB U.S. Bancorp
+1.4%
+$88,135.29 
AMZN Amazon.com Inc
+1.37%
+$2.43M 
JPM JPMorgan Chase & Co.
+1.35%
+$422,808.9 
FITB Fifth Third Bancorp
+1.33%
+$86,137.1 
MFC Manulife Financial Corporation
+1.32%
+$55,895.84 
BMO Bank of Montreal
+1.3%
+$120,083.01 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$2.96M 
ABNB Airbnb, Inc.
+1.26%
+$82,012.95 
IBM International Business Machines Corporation
+1.26%
+$5,197.86 
PLD Prologis Inc.
+1.25%
+$14,850.45 
SLF Sun Life Financial Inc.
+1.23%
+$76,860.48 
VGLT Vanguard Long-Term Treasury Fund
+1.23%
+$328,065.78 
BNS Bank of Nova Scotia
+1.2%
+$110,807.62 
AAPL Apple Inc.
+1.16%
+$1.96M 
EIX Edison International
+1.15%
+$136,831.76 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$126,659.44 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$77,540.4 
UBER Uber Technologies, Inc.
+1.03%
+$30,813.44 
ARE Alexandria Real Estate Equities, Inc.
+0.97%
+$3,254.82 
DLR Digital Realty Trust, Inc.
+0.97%
+$12,372.75 
BAC Bank of America Corporation
+0.95%
+$68,716.96 
TRP TC Energy Corporation
+0.94%
+$206,273.6 
MCD McDonald's Corporation
+0.92%
+$195,960.15 
SLB Schlumberger Limited
+0.91%
+$21,118.09 
NTR Nutrien Ltd.
+0.91%
+$29,054.55 
FAST Fastenal Co.
+0.89%
+$27,657.44 
PSA Public Storage Common Stock
+0.87%
+$8,178.7 
SPG Simon Property Group, Inc.
+0.84%
+$8,466.65 
RY Royal Bank of Canada
+0.77%
+$322,135.38 
RRR Red Rock Resorts Inc.
+0.74%
+$3,863.54 
QSR Restaurant Brands International Inc.
+0.71%
+$30,871.36 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$1.24M 
UNP Union Pacific Corporation
+0.7%
+$23,757.79 
BEPC Brookfield Renewable Corporation
+0.69%
+$27,468.48 
URI United Rentals, Inc.
+0.69%
+$30,587 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$44,765.41 
WH Wyndham Hotels & Resorts, Inc.
+0.65%
+$3,528 
STN Stantec Inc.
+0.65%
+$2,839.12 
MGM MGM Resorts International
+0.64%
+$5,706.3 
ABT Abbott Laboratories
+0.62%
+$343,052.05 
RDDT Reddit Inc Class A
+0.59%
+$344,077.12 
PLTR Palantir Technologies Inc.
+0.58%
+$800,701.14 
MTN Vail Resorts, Inc.
+0.57%
+$2,786.94 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$39,047.62 
FE FirstEnergy Corp.
+0.52%
+$59,445.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$38,244.75 
TU TELUS Corporation
+0.51%
+$63,156.66 
RBA Rb Global Inc.
+0.41%
+$2,271.57 
CVE Cenovus Energy Inc.
+0.37%
+$15,305.85 
ZTS Zoetis Inc.
+0.37%
+$163,278.3 
VZ Verizon Communications Inc.
+0.36%
+$96,699.23 
WFC Wells Fargo & Company
+0.35%
+$94,895.54 
RCI Rogers Communications Inc.
+0.35%
+$58,980.56 
GOOGL Alphabet Inc
+0.33%
+$582,848.96 
ABBV AbbVie Inc.
+0.28%
+$217,822.72 
FCNCA First Citizens BancShares, Inc.
+0.24%
+$15,441.83 
ISRG Intuitive Surgical, Inc.
+0.21%
+$117,210.49 
D Dominion Energy, Inc.
+0.21%
+$27,063.68 
STAG Stag Industrial Inc.
+0.18%
+$2,038.26 
MDT Medtronic plc
+0.17%
+$92,716.96 
ENB Enbridge Inc.
+0.16%
+$68,507.37 
JNJ Johnson & Johnson
+0.15%
+$114,712.07 
GIB CGI Inc.
+0.11%
+$976.2 
ENS EnerSys
+0.11%
+$552.23 
CZR Caesars Entertainment, Inc.
+0.09%
+$453.95 
CMCSA Comcast Corp
+0.06%
+$5,621.02 
DOC Healthpeak Properties, Inc.
+0.05%
+$417.18 
O Realty Income Corporation
+0.05%
+$473.7 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BAM
0%
$0 
BITF Bitfarms Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
SQ Block, Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
UDR
0%
$0 
ORCL Oracle Corporation
-8.47%
-$5.84M 
SAP SAP SE Sponsored ADR
-3.99%
-$11,981.6 
COP ConocoPhillips
-3.72%
-$88,481.94 
APA APA Corporation
-3.32%
-$88,686.36 
NOW ServiceNow, Inc.
-2.88%
-$746,055.05 
INTU Intuit Inc.
-2.74%
-$440,534.72 
XOM Exxon Mobil Corporation
-2.7%
-$76,510.7 
EOG EOG Resources, Inc.
-2.68%
-$68,612.48 
OXY Occidental Petroleum Corporation
-2.57%
-$64,951.86 
OVV Ovintiv Inc.
-2.45%
-$63,353.3 
CRM Salesforce Inc
-2.16%
-$491,412.06 
EQNR Equinor ASA Sponsored ADR
-2.13%
-$40,351.2 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
-2.06%
-$7,337.46 
CVX Chevron Corporation
-2%
-$44,445.33 
WCN Waste Connections Inc.
-1.98%
-$22,226.4 
BSX Boston Scientific Corporation
-1.98%
-$875,716.85 
A Agilent Technologies Inc.
-1.91%
-$1.27M 
PSX Phillips 66
-1.91%
-$48,031.83 
MSFT Microsoft Corp.
-1.72%
-$3.23M 
RSG Republic Services, Inc.
-1.58%
-$46,522.56 
VLO Valero Energy Corporation
-1.57%
-$42,549.17 
AMT American Tower Corporation
-1.35%
-$16,549 
OKE ONEOK, Inc.
-1.35%
-$173,962.24 
DHR Danaher Corporation
-1.31%
-$743,894.7 
KMI Kinder Morgan, Inc.
-1.3%
-$157,376.3 
ACN Accenture plc Class A
-1.27%
-$403,824.96 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$711,867.54 
PLUG Plug Power Inc.
-1.22%
-$6,198.26 
INFY Infosys Limited
-1.15%
-$3,380.67 
CCI Crown Castle Inc.
-1.13%
-$5,415.31 
MAA Mid-America Apartment Communities, Inc.
-1.08%
-$9,076.61 
V Visa Inc. Class A
-0.99%
-$220,118.88 
KO The Coca-Cola Company
-0.97%
-$252,702.18 
VICI Vici Properties Inc.
-0.93%
-$30,113.54 
NFLX Netflix, Inc.
-0.89%
-$640,886.71 
COST Costco Wholesale Corporation
-0.83%
-$773,414.84 
GTY Getty Realty Corp.
-0.83%
-$10,638.04 
CNI Canadian National Railway Company
-0.78%
-$13,737.96 
SYK Stryker Corporation
-0.75%
-$429,673.28 
INVH Invitation Homes Inc.
-0.71%
-$6,568.8 
BP BP p.l.c. Sponsored ADR
-0.69%
-$16,232.97 
ES Eversource Energy
-0.62%
-$70,795.63 
SUI Sun Communities Inc.
-0.57%
-$15,040.12 
LVS Las Vegas Sands Corp.
-0.55%
-$8,394.4 
BCE BCE Inc.
-0.55%
-$189,267.84 
ADC Agree Realty Corporation
-0.54%
-$5,473.5 
SU Suncor Energy Inc.
-0.53%
-$139,009.53 
TTE TotalEnergies SE
-0.47%
-$12,082.56 
META Meta Platforms Inc Class A
-0.47%
-$567,184.8 
PNW Pinnacle West Capital Corporation
-0.47%
-$59,216.16 
PBA Pembina Pipeline Corporation
-0.39%
-$83,111.13 
PG Procter & Gamble Co
-0.35%
-$79,097.14 
SHEL Shell plc
-0.35%
-$97,751.18 
E Eni S.p.A. Sponsored ADR
-0.34%
-$8,972.32 
BYD Boyd Gaming Corporation
-0.33%
-$1,493.5 
MA Mastercard Incorporated
-0.32%
-$1,098.09 
UNH UnitedHealth Group Incorporated
-0.32%
-$395,550.31 
FNV Franco-Nevada Corporation
-0.32%
-$4,011.96 
T AT&T Inc.
-0.3%
-$30,446.22 
CP Canadian Pacific Kansas City Limited
-0.28%
-$15,626.5 
WMT Walmart Inc.
-0.23%
-$54,165.16 
RF-PF Regions Financial Corporation
-0.2%
-$10,908.3 
MSI Motorola Solutions, Inc.
-0.17%
-$48,614.64 
ORA Ormat Technologies Inc.
-0.17%
-$740.83 
CNQ Canadian Natural Resources Limited
-0.09%
-$24,775.76 
HIW Highwoods Properties, Inc.
-0.07%
-$418.3 
FTS Fortis Inc.
-0.04%
-$1,911.96 Events
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Dividends
Dividend Analysis
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| Trades 3011 | Longs Won 1937/3011 64% | Profit Factor 3.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.48M |
| Average Win $1.05M | Best Trade (Jun 11) $61.43M | Sharpe Ratio -5.31 |
| Average Loss -$558,067.36 | Worst Trade (Jun 10) -$55.37M | Z-Score 8.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $474,856.69 |
| 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 | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
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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