RFH
Robert F. Hall Portfolio
Invests via HA LLCAPITAL MANAGEMENT Co. Inc. | Managed by Robert F. Hall
Invests via HA LLCAPITAL MANAGEMENT Co. Inc.
Managed by Robert F. Hall
Automatically Tracked
Robert F. Hall Profile
With a distinguished career in finance, Robert F. Hall has established himself as a prominent investment banker and corporate strategist. He has played a pivotal role in advising major corporations on mergers, acquisitions, and strategic initiatives across various sectors. His deep expertise lies in navigating complex financial landscapes, ensuring optimal outcomes for stakeholders involved in large-scale transactions. Recognized for his leadership skills and extensive industry connections, he serves as a trusted advisor to executive teams looking to capitalize on growth opportunities or implement transformative changes within their organizations.
With a distinguished career in finance, Robert F. Hall has established himself as a prominent investment banker and corporate strategist. He has played a pivotal role in advising major corporations on mergers, acquisitions, and strategic initiatives across various sectors. His deep expertise lies in navigating complex financial landscapes, ensuring optimal outcomes for stakeholders involved in large-scale transactions. Recognized for his leadership skills and extensive industry connections, he serves as a trusted advisor to executive teams looking to capitalize on growth opportunities or implement transformative changes within their organizations.
Investment Philosophy & Strategy
With a focus on operational efficiency, Robert F. Hall leverages his extensive experience in investment banking to drive value creation for client organizations. His strategic insight into market dynamics positions him uniquely to identify transformative opportunities that align with corporate objectives. Prioritizing strong stakeholder relationships, he adeptly navigates complex deal structures and market negotiations, fostering optimal collaboration among all parties involved. This hands-on approach has proven effective in guiding firms through significant growth phases while enhancing overall financial performance.
With a focus on operational efficiency, Robert F. Hall leverages his extensive experience in investment banking to drive value creation for client organizations. His strategic insight into market dynamics positions him uniquely to identify transformative opportunities that align with corporate objectives. Prioritizing strong stakeholder relationships, he adeptly navigates complex deal structures and market negotiations, fostering optimal collaboration among all parties involved. This hands-on approach has proven effective in guiding firms through significant growth phases while enhancing overall financial performance.
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:
136.62%
Gain +0.43%
Monthly
1.52%
Yearly
19.9%
Drawdown
31.47%
$533.49M
Equity
Holdings
$533.49M
Investment
$318.29M
$262.97M
Profit +$779,165.65
Realized
$47.77M
Unrealized
$215.19M
Dividends
$80.92M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$779,165.65
Win %
74%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$5.86M
Win %
74%
This Month
Compared to last month
Gain
-1.48%
Profit
-$7.99M
Win %
74%
This Year
Compared to last year
Gain
-4.09%
Profit
$22.14M
Win %
75%
AMD Advanced Micro Devices, Inc.
+6.49%
+$14,425.6 
SLB Schlumberger Limited
+3.27%
+$35,319.05 
URI United Rentals, Inc.
+3.06%
+$136,158.42 
CVS CVS Health Corporation
+2.29%
+$90,230.2 
ADI Analog Devices, Inc.
+2.16%
+$8,220 
GE General Electric Company
+2.13%
+$47,439.49 
DIS The Walt Disney Company
+1.97%
+$44,504.88 
LMT Lockheed Martin Corporation
+1.76%
+$57,519 
XLE Energy Select Sector SPDR Fund
+1.41%
+$79,443.27 
GEV GE Vernova Inc.
+1.32%
+$4,522.4 
DLR Digital Realty Trust, Inc.
+1.3%
+$50,242.56 
T AT&T Inc.
+1.22%
+$20,178.16 
CVX Chevron Corporation
+1.17%
+$49,105.86 
STT State Street Corp
+1.03%
+$32,759.83 
BNS Bank of Nova Scotia
+0.98%
+$16,845.92 
MO Altria Group, Inc.
+0.95%
+$24,130.32 
XOM Exxon Mobil Corporation
+0.93%
+$49,081.11 
BMO Bank of Montreal
+0.9%
+$519.75 
VFC V.F. Corporation
+0.88%
+$767.61 
BDX Becton, Dickinson and Company
+0.8%
+$8,507.3 
DRI Darden Restaurants, Inc.
+0.78%
+$20,583.06 
WFC Wells Fargo & Company
+0.77%
+$21,316.5 
APH Amphenol Corporation
+0.75%
+$1,470.65 
GIS General Mills, Inc.
+0.74%
+$3,404.6 
MDT Medtronic plc
+0.74%
+$2,882.34 
TSLA Tesla, Inc.
+0.69%
+$4,309.4 
BAC Bank of America Corporation
+0.62%
+$11,527.72 
VZ Verizon Communications Inc.
+0.51%
+$11,728.4 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$1,075.56 
KO The Coca-Cola Company
+0.33%
+$12,258.14 
D Dominion Energy, Inc.
+0.32%
+$7,932.32 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$937.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$1,294.92 
VO Vanguard Mid-Cap ETF
+0.26%
+$42,754.58 
VB Vanguard Small-Cap ETF
+0.24%
+$9,761.25 
VNQ Vanguard Real Estate ETF
+0.23%
+$4,827.01 
CAT Caterpillar Inc.
+0.23%
+$1,201.49 
MRK Merck & Co., Inc.
+0.22%
+$2,439.95 
AAPL Apple Inc.
+0.22%
+$46,178.41 
MET MetLife Inc.
+0.21%
+$1,910.88 
VTV Vanguard Value ETF
+0.21%
+$11,916.89 
NEE NextEra Energy, Inc.
+0.21%
+$5,327.58 
MCD McDonald's Corporation
+0.21%
+$18,436.88 
DOV Dover Corporation
+0.2%
+$1,494.89 
PG Procter & Gamble Co
+0.2%
+$9,326.43 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$410.63 
AEP American Electric Power Company, Inc.
+0.17%
+$1,462 
WM Waste Management, Inc.
+0.15%
+$6,878.34 
MDLZ Mondelez International, Inc.
+0.14%
+$2,538.9 
PEP PepsiCo, Inc.
+0.13%
+$11,388.06 
SDY SPDR S&P Dividend ETF
+0.13%
+$380 
LOW Lowe's Companies Inc.
+0.12%
+$359.11 
FLR Fluor Corporation
+0.08%
+$351.6 
CSX CSX Corporation
+0.05%
+$1,090.87 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.05%
+$201 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$3,467.02 
CCJ Cameco Corporation
0%
$0 
K Kellanova Inc.
0%
$0 
MMM 3M Company
0%
$0 
SO The Southern Company
0%
$0 
SRCL Stericycle, Inc.
0%
$0 
KSU Kansas City Southern
0%
$0 
CHL China Mobile Ltd
0%
$0 
UTX United Technologies Corp
0%
$0 
UN Unilever NV
0%
$0 
HONIV Honeywell International Inc.
0%
$0 KRFT
KRFT
0%
$0 ETP
ETP
0%
$0 FBNK
FBNK
0%
$0 SEP
SEP
0%
$0 2644
26441C204
0%
$0 
RDS-A Shell plc
0%
$0 EV
EV
0%
$0 
AVGO Broadcom Inc.
-5.93%
-$104,777.19 
CRWD CrowdStrike Holdings, Inc.
-3.82%
-$27,552 
ORCL Oracle Corporation
-3.76%
-$101,259.48 
BX Blackstone Inc.
-3.62%
-$11,090.52 
PANW Palo Alto Networks, Inc.
-2.95%
-$19,003.34 
PAYX Paychex Inc.
-2.71%
-$183,567.8 
BE Bloom Energy Corporation
-2.62%
-$5,129.41 
LLY Eli Lilly and Company
-2.35%
-$73,421.56 
HONA Honeywell Aerospace Inc.
-2.03%
-$21,572.85 
INTC Intel Corporation
-1.93%
-$105,516.72 
YUM Yum! Brands, Inc.
-1.82%
-$48,053.31 
ISRG Intuitive Surgical, Inc.
-1.7%
-$24,647.41 
UNP Union Pacific Corporation
-1.35%
-$120,977.99 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$38,757.57 
BMY Bristol-Myers Squibb Company
-1.24%
-$41,270.4 
BAX Baxter International Inc.
-1.18%
-$2,350.58 
ADP Automatic Data Processing Inc.
-1.18%
-$188,294.92 
IBM International Business Machines Corporation
-1.16%
-$27,278.89 
TJX The TJX Companies, Inc.
-1.1%
-$66,051.8 
CL Colgate-Palmolive Company
-1.06%
-$16,092.45 
HSY The Hershey Company
-1.02%
-$12,483 
NSC Norfolk Southern Corporation
-1.01%
-$26,002.83 
AKRE Akre Focus ETF
-0.95%
-$8,162.97 
AMZN Amazon.com Inc
-0.93%
-$39,784.29 
META Meta Platforms Inc Class A
-0.85%
-$19,814.96 
HD The Home Depot, Inc.
-0.85%
-$40,585.78 
SBUX Starbucks Corporation
-0.8%
-$23,231.61 
DELL Dell Technologies Inc.
-0.75%
-$2,690.01 
CLX The Clorox Company
-0.74%
-$3,626.1 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$11,301.5 
SYK Stryker Corporation
-0.71%
-$11,593.51 
TROW T. Rowe Price Group, Inc.
-0.66%
-$8,011.5 
EMR Emerson Electric Co.
-0.66%
-$58,660.74 
JNJ Johnson & Johnson
-0.66%
-$113,406.28 
AMGN Amgen Inc.
-0.63%
-$8,392.36 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$38,242.3 
ABBV AbbVie Inc.
-0.55%
-$85,335.18 
NVS Novartis AG Sponsored ADR
-0.53%
-$13,529.27 
CPB The Campbell's Company
-0.49%
-$563.62 
VIG Vanguard Dividend Appreciation ETF
-0.48%
-$32,250.19 
MS Morgan Stanley
-0.47%
-$2,395.76 
DUK Duke Energy Corporation
-0.46%
-$15,140.34 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.44%
-$23,987.9 
XLK State Street Technology Select Sector SPDR ETF
-0.39%
-$2,169.74 
V Visa Inc. Class A
-0.39%
-$14,416.04 
WMT Walmart Inc.
-0.39%
-$35,822.7 
HYD VanEck High Yield Muni ETF
-0.37%
-$10,049.67 
AXP American Express Company
-0.35%
-$11,271.58 
GS The Goldman Sachs Group, Inc.
-0.35%
-$1,019.37 
O Realty Income Corporation
-0.33%
-$994.33 
ESGG FlexShares STOXX Global ESG ETF
-0.32%
-$1,259.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$63,727.92 
MSFT Microsoft Corp.
-0.29%
-$118,355.55 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$1,272.04 
KMB Kimberly-Clark Corporation
-0.27%
-$6,353.4 
SMH VanEck Semiconductor ETF
-0.22%
-$13,743.49 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$2,129.85 
VOO Vanguard S&P 500 ETF
-0.19%
-$2,081.34 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.16%
-$23,493.76 
XLF Financial Select Sector SPDR Fund
-0.15%
-$1,072.62 
GOOGL Alphabet Inc
-0.14%
-$10,652.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$281.24 
GOOG Alphabet Inc
-0.12%
-$902.38 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$3,823.12 
COST Costco Wholesale Corporation
-0.1%
-$17,258.46 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$13,841.9 
VCR Vanguard Consumer Discretionary ETF
-0.09%
-$424.38 
JPM JPMorgan Chase & Co.
-0.09%
-$11,531.69 
NFLX Netflix, Inc.
-0.08%
-$198.44 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.07%
-$6,687.17 
NVDA NVIDIA Corporation
-0.06%
-$1,809.5 
PFE Pfizer Inc.
-0.06%
-$813.12 
HON Honeywell International Inc.
-0.04%
-$411.57 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$10,387.37 
ABT Abbott Laboratories
-0.02%
-$1,635.87 Events
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Dividends
Dividend Analysis
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| Trades 3089 | Longs Won 2305/3089 74% | Profit Factor 11.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $617,971.05 |
| Average Win $124,838.43 | Best Trade (Sep 03) $25.46M | Sharpe Ratio -9.19 |
| Average Loss -$31,613.92 | Worst Trade (Mar 31) -$1.63M | Z-Score 14.85 (100%) |
| Commissions $0 | Avg. Trade Length 4y 11m 1w 3d | Expectancy $85,130.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2644 26441C204 | 5,913 | $424.69 | $493 | - | $68.31 | 16.08% | 0.0 |
| AAPL Apple Inc. | 68,923 | $5.15M | $21.09M | - | $15.93M | 309.28% | +0.219% |
| ABBV AbbVie Inc. | 62,288 | $4.52M | $15.54M | - | $11.02M | 243.79% | -0.546% |
| ABT Abbott Laboratories | 65,435 | $3.64M | $7.28M | - | $3.64M | 99.92% | -0.022% |
| ADI Analog Devices, Inc. | 1,000 | $318,140 | $389,390.01 | - | $71,250.01 | 22.4% | +2.157% |
| ADP Automatic Data Processing Inc. | 57,759 | $5.45M | $15.77M | - | $10.31M | 189.17% | -1.18% |
| AEP American Electric Power Company, Inc. | 6,800 | $591,595.24 | $854,046 | - | $262,450.76 | 44.36% | +0.171% |
| AKRE Akre Focus ETF | 14,321 | $938,168.71 | $853,531.6 | - | -$84,637.11 | -9.02% | -0.947% |
| AMD Advanced Micro Devices, Inc. | 460 | $267,218.59 | $236,610.2 | - | -$30,608.39 | -11.45% | +6.493% |
| AMGN Amgen Inc. | 3,191 | $552,104.32 | $1.32M | - | $772,830.76 | 139.98% | -0.629% |
| AMZN Amazon.com Inc | 16,107 | $2.23M | $4.23M | - | $2M | 89.35% | -0.932% |
| APH Amphenol Corporation | 4,744 | $209,115.52 | $198,050.15 | - | -$11,065.37 | -5.29% | +0.748% |
| AVGO Broadcom Inc. | 4,230 | $585,126.04 | $1.66M | - | $1.08M | 184.14% | -5.928% |
| AXP American Express Company | 9,239 | $1.52M | $3.16M | - | $1.64M | 107.84% | -0.355% |
| BAC Bank of America Corporation | 28,819 | $887,276.17 | $1.86M | - | $971,261.14 | 109.47% | +0.624% |
| BAX Baxter International Inc. | 7,345.59 | $541,486.06 | $196,347.62 | - | -$345,138.44 | -63.74% | -1.183% |
| BDX Becton, Dickinson and Company | 5,867.1 | $646,738.73 | $1.08M | - | $429,404.75 | 66.4% | +0.797% |
| BE Bloom Energy Corporation | 830 | $112,456.7 | $190,933.19 | - | $78,476.49 | 69.78% | -2.616% |
| BMO Bank of Montreal | 315 | $22,279.95 | $58,530.15 | - | $36,250.2 | 162.7% | +0.896% |
| BMY Bristol-Myers Squibb Company | 51,588 | $3.27M | $3.29M | - | $25,259.33 | 0.77% | -1.237% |
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FAQ
Which stocks have generated the highest profits for Robert F. Hall?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $8.65M, Vanguard Mid-Cap ETF - $8.06M, AbbVie Inc - $6.39M, Automatic Data Processing Inc - $5.92M, and Paychex Inc - $4.5M. 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: Boston Scientific Corporation - $766,652.48, Schlumberger Limited - $708,304.21, Exxon Mobil Corporation - $421,479.2, Truist Financial Corporation - $420,203.35, and Welltower Inc - $299,489.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert F. Hall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $80.92M earned over time. The largest contributors to dividend income include AbbVie Inc - $4.09M, Johnson & Johnson - $3.31M, PepsiCo, Inc - $3.06M, Automatic Data Processing Inc - $2.85M, and Verizon Communications Inc - $2.61M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert F. Hall's monthly returns?
Robert F. Hall's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Robert F. Hall's strategy be considered aggressive or moderate?
Robert F. Hall's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Robert F. Hall's strategy?
Robert F. Hall's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
