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:
31.64%
Gain +0.5%
Monthly
0.62%
Yearly
7.66%
Drawdown
13.65%
$208.43M
Equity
Holdings
$208.43M
Investment
$88.65M
$119.78M
Profit +$1.04M
Realized
$0
Unrealized
$119.78M
Dividends
$40.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.5%
Profit
$1.04M
Win %
80%
This Week
Compared To Last Week
Gain
0.5%
Profit
$1.04M
Win %
80%
This Month
Compared to last month
Gain
0.5%
Profit
$1.04M
Win %
80%
This Year
Compared to last year
Gain
8.78%
Profit
$16.82M
Win %
80%
INTC Intel Corporation
+4.98%
+$223,426.28 
GE General Electric Company
+1.66%
+$29,195.79 
WFC Wells Fargo & Company
+0.98%
+$27,158.8 
SBUX Starbucks Corporation
+0.72%
+$17,701.92 
KO The Coca-Cola Company
+0.65%
+$12,460.83 
SO The Southern Company
+0.65%
+$25,568.62 
JPM JPMorgan Chase & Co.
+0.52%
+$14,587.18 
AMGN Amgen Inc.
+0.52%
+$6,062.9 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$1,075.56 
FLR Fluor Corporation
+0.49%
+$2,109.6 
MCD McDonald's Corporation
+0.46%
+$26,071 
D Dominion Energy, Inc.
+0.44%
+$10,173.87 
AEP American Electric Power Company, Inc.
+0.43%
+$3,910 
MO Altria Group, Inc.
+0.43%
+$12,454.4 
BMY Bristol-Myers Squibb Company
+0.43%
+$6,763.9 
ABBV AbbVie Inc.
+0.42%
+$49,998.96 
NSC Norfolk Southern Corporation
+0.25%
+$5,448.57 
MMM 3M Company
+0.25%
+$3,942.11 
BMO Bank of Montreal
+0.23%
+$129.15 
CVS CVS Health Corporation
+0.22%
+$9,933.6 
MET MetLife Inc.
+0.19%
+$1,592.4 
ABT Abbott Laboratories
+0.15%
+$6,002.85 
MRK Merck & Co., Inc.
+0.13%
+$651.74 
AXP American Express Company
+0.06%
+$499.42 
CSX CSX Corporation
+0.06%
+$1,309.05 
JNJ Johnson & Johnson
+0.02%
+$2,334.78 
PFE Pfizer Inc.
+0.02%
+$271.04 
26441C204
0%
$0 
CHL China Mobile Ltd
0%
$0 
ETP
0%
$0 
EV
0%
$0 
FBNK
0%
$0 
K Kellanova Inc.
0%
$0 
KRFT
0%
$0 
KSU Kansas City Southern
0%
$0 
RDS-A Shell plc
0%
$0 
SEP
0%
$0 
SRCL Stericycle, Inc.
0%
$0 
UN Unilever NV
0%
$0 
UTX United Technologies Corp
0%
$0 
BAX Baxter International Inc.
-2.15%
-$3,562.61 
DIS The Walt Disney Company
-1.11%
-$18,358.92 
CL Colgate-Palmolive Company
-1.06%
-$13,899.6 
ADP Automatic Data Processing Inc.
-1.02%
-$108,307.51 
MDLZ Mondelez International, Inc.
-1.02%
-$14,553.26 
PAYX Paychex Inc.
-1.01%
-$57,008.2 
VFC V.F. Corporation
-0.97%
-$974.28 
HSY The Hershey Company
-0.9%
-$7,230.3 
BDX Becton, Dickinson and Company
-0.87%
-$8,096.66 
AAPL Apple Inc.
-0.81%
-$60,288.06 
GIS General Mills, Inc.
-0.76%
-$3,403.43 
EMR Emerson Electric Co.
-0.76%
-$43,070.37 
HD The Home Depot, Inc.
-0.72%
-$12,801.75 
VZ Verizon Communications Inc.
-0.71%
-$14,840.01 
TMO Thermo Fisher Scientific Inc.
-0.7%
-$14,831.68 
YUM Yum! Brands, Inc.
-0.61%
-$13,170.14 
CPB The Campbell's Company
-0.61%
-$660.16 
HON Honeywell International Inc.
-0.52%
-$4,856 
PG Procter & Gamble Co
-0.5%
-$15,610.73 
WMT Walmart Inc.
-0.49%
-$7,655.76 
DRI Darden Restaurants, Inc.
-0.47%
-$9,574.44 
CLX The Clorox Company
-0.44%
-$1,950.75 
T AT&T Inc.
-0.44%
-$6,389.75 
NVS Novartis AG Sponsored ADR
-0.43%
-$9,640.16 
URI United Rentals, Inc.
-0.41%
-$16,890.9 
MSFT Microsoft Corp.
-0.35%
-$61,497.36 
IBM International Business Machines Corporation
-0.32%
-$6,720.79 
DOV Dover Corporation
-0.29%
-$2,206.74 
SLB Schlumberger Limited
-0.28%
-$2,692.95 
PEP PepsiCo, Inc.
-0.27%
-$12,901.29 
XOM Exxon Mobil Corporation
-0.24%
-$11,938.68 
UNP Union Pacific Corporation
-0.24%
-$11,030.4 
BAC Bank of America Corporation
-0.19%
-$1,501.33 
SYK Stryker Corporation
-0.18%
-$2,149.87 
TROW T. Rowe Price Group, Inc.
-0.18%
-$2,289 
CVX Chevron Corporation
-0.17%
-$6,390.8 
COST Costco Wholesale Corporation
-0.17%
-$19,536.7 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$6,079.2 
O Realty Income Corporation
-0.08%
-$266.77 
TJX The TJX Companies, Inc.
-0.06%
-$1,932.05 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$314.52 
KMB Kimberly-Clark Corporation
-0.03%
-$650.83 
BNS Bank of Nova Scotia
-0.02%
-$283.92 Events
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Dividends
Dividend Analysis
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| Trades 83 | Longs Won 58/83 69% | Profit Factor 35.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.8M |
| Average Win $2.12M | Best Trade (Aug 03) $19.13M | Sharpe Ratio -121.09 |
| Average Loss -$138,788.73 | Worst Trade (Jul 20) -$1.15M | Z-Score 5.93 (100%) |
| Commissions $0 | Avg. Trade Length 11y 7m 1w 1d | Expectancy $1.44M |
| 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% | 0.03% |
| Consecutive Losing Trades | 1,502 | 1,351 | 1,201 | 1,051 | 901 | 751 | 601 | 450 | 300 | 150 |
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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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: AbbVie Inc - $2.45M, Automatic Data Processing Inc - $1.84M, Johnson & Johnson - $1.82M, PepsiCo, Inc - $1.72M, and Paychex Inc - $1.56M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Robert F. Hall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $40.77M earned over time. The largest contributors to dividend income include AbbVie Inc - $2.45M, Automatic Data Processing Inc - $1.84M, Johnson & Johnson - $1.82M, PepsiCo, Inc - $1.72M, and Paychex Inc - $1.56M. 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 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 Robert F. Hall's strategy be considered aggressive or moderate?
Robert F. Hall'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 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.
