SR
Sandy Ruby Portfolio
Invests via COMMUNITY TRUST & INVESTMENT Co. | Managed by Sandy Ruby
Invests via COMMUNITY TRUST & INVESTMENT Co.
Managed by Sandy Ruby
Automatically Tracked
Sandy Ruby Profile
With a robust background in financial advisory and investment management, Sandy Ruby has cultivated significant expertise in structuring capital initiatives for diverse business ventures. As an accomplished investor-operator, he focuses on facilitating strategic partnerships that enhance value across multiple industries. His operational insights into market dynamics complement his leadership roles, allowing him to drive growth-oriented solutions effectively. A pivotal figure within entrepreneurial circles, he is instrumental in bridging opportunities between startup ecosystems and established firms seeking innovative disruptions. By leveraging extensive networks, Ruby consistently champions initiatives that propel emerging technologies and scalable business models.
With a robust background in financial advisory and investment management, Sandy Ruby has cultivated significant expertise in structuring capital initiatives for diverse business ventures. As an accomplished investor-operator, he focuses on facilitating strategic partnerships that enhance value across multiple industries. His operational insights into market dynamics complement his leadership roles, allowing him to drive growth-oriented solutions effectively. A pivotal figure within entrepreneurial circles, he is instrumental in bridging opportunities between startup ecosystems and established firms seeking innovative disruptions. By leveraging extensive networks, Ruby consistently champions initiatives that propel emerging technologies and scalable business models.
Investment Philosophy & Strategy
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:
46.26%
Gain -0.03%
Monthly
0.33%
Yearly
4%
Drawdown
14.57%
$301.09M
Equity
Holdings
$301.09M
Investment
$102.17M
$198.92M
Profit -$83,245.03
Realized
$0
Unrealized
$198.92M
Dividends
$100.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$83,245.03
Win %
70%
This Week
Compared To Last Week
Gain
0.16%
Profit
$491,804.86
Win %
70%
This Month
Compared to last month
Gain
0.88%
Profit
$2.63M
Win %
70%
This Year
Compared to last year
Gain
12.71%
Profit
$33.95M
Win %
70%
BMY Bristol-Myers Squibb Company
+4.61%
+$104,572.84 
MRK Merck & Co., Inc.
+3.8%
+$145,624 
LLY Eli Lilly and Company
+3.62%
+$232,264.89 
PFE Pfizer Inc.
+2.96%
+$51,947.61 
DOW Dow Inc.
+2.38%
+$8,213.72 
PG Procter & Gamble Co
+2.28%
+$160,282.06 
JNJ Johnson & Johnson
+2.13%
+$90,047 
KO The Coca-Cola Company
+1.85%
+$95,994.94 
MDT Medtronic plc
+1.31%
+$23,387.36 
DUK Duke Energy Corporation
+1.23%
+$11,382.83 
ITW Illinois Tool Works Inc.
+1.18%
+$44,792.86 
KMB Kimberly-Clark Corporation
+1.14%
+$39,141.54 
MCD McDonald's Corporation
+1.06%
+$52,075 
NSC Norfolk Southern Corporation
+0.81%
+$46,389.49 
BP BP p.l.c. Sponsored ADR
+0.58%
+$1,144.08 
HD The Home Depot, Inc.
+0.54%
+$55,425.01 
DIS The Walt Disney Company
+0.38%
+$12,328.77 
ABT Abbott Laboratories
+0.35%
+$19,520.84 
IP International Paper Company
+0.28%
+$672.76 
UBSI United Bankshares, Inc.
+0.22%
+$1,500 
WFC Wells Fargo & Company
+0.2%
+$8,620.8 
UTX United Technologies Corp
0%
$0 1249
12490K107
0%
$0 6070
607059102
0%
$0 ONE
ONE
0%
$0 GP
GP
0%
$0 PVN
PVN
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 2044
204493100
0%
$0 3373
337358105
0%
$0 SGP
SGP
0%
$0 NCC
NCC
0%
$0 WAG
WAG
0%
$0 0309
030954101
0%
$0 LU
LU
0%
$0 9127
91273H101
0%
$0 0865
08658U101
0%
$0 9297
929771103
0%
$0 FPL
FPL
0%
$0 2397
239753106
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 HPQ
HPQ
0%
$0 3374
337477103
0%
$0 5855
585509102
0%
$0 8835
88355K200
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 6168
616880209
0%
$0 8638
863871208
0%
$0 9930
993096569
0%
$0 
FNMA Fannie Mae
-9.22%
-$6,124.48 
FMCC Freddie Mac
-7.3%
-$418.14 
XRX Xerox Holdings Corporation
-4.93%
-$5,246.06 
INTC Intel Corporation
-4.56%
-$262,508.68 
ASH Ashland Inc.
-1.83%
-$82,013 
MSFT Microsoft Corp.
-1.8%
-$485,560.5 
EMR Emerson Electric Co.
-1.48%
-$18,324.22 
IBM International Business Machines Corporation
-1.26%
-$16,829.3 
AEG Aegon N.V.
-1.08%
-$551.49 
BA Boeing Company
-0.98%
-$82,535.28 
DD DuPont de Nemours, Inc.
-0.83%
-$2,403.57 
SLB Schlumberger Limited
-0.53%
-$17,145.44 
AIG American International Group Inc.
-0.28%
-$552.71 
CTBI Community Trust Bancorp Inc.
-0.26%
-$285,226.69 
GE General Electric Company
-0.2%
-$12,305.83 
ALL Allstate Corporation
-0.1%
-$10,827.7 Events
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Dividends
Dividend Analysis
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No Data
| Trades 72 | Longs Won 29/72 40% | Profit Factor 29.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.17M |
| Average Win $7.1M | Best Trade (Oct 14) $91.35M | Sharpe Ratio 0 |
| Average Loss -$160,562.8 | Worst Trade (Oct 14) -$2.67M | Z-Score -1.52 (87.58%) |
| Commissions $0 | Avg. Trade Length 27y 6m 3w 3d | Expectancy $2.76M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.13% | 0.94% | 5.4% | 25.2% |
| Consecutive Losing Trades | 1,876 | 1,689 | 1,501 | 1,313 | 1,126 | 938 | 750 | 563 | 375 | 188 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 38,917 | $216,000 | $216,000 | - | - | - | 0.0 |
| 0236 02364J104 | 1,600 | $235,000 | $235,000 | - | - | - | 0.0 |
| 0266 026609107 | 58,389 | $3.79M | $3.79M | - | - | - | 0.0 |
| 0309 030954101 | 9,630 | $555,000 | $555,000 | - | - | - | 0.0 |
| 0778 077853109 | 91,598 | $2M | $2M | - | - | - | 0.0 |
| 0865 08658U101 | 15,066 | $648,000 | $648,000 | - | - | - | 0.0 |
| 1249 12490K107 | 1,504 | $312,000 | $312,000 | - | - | - | 0.0 |
| 2044 204493100 | 96,609 | $1.47M | $1.47M | - | - | - | 0.0 |
| 2397 239753106 | 41,215 | $2.61M | $2.61M | - | - | - | 0.0 |
| 3022 302290101 | 38,229 | $2.8M | $2.8M | - | - | - | 0.0 |
| 3373 337358105 | 10,000 | $1.24M | $1.24M | - | - | - | 0.0 |
| 3374 337477103 | 23,200 | $343,000 | $343,000 | - | - | - | 0.0 |
| 3453 345370100 | 45,564 | $2.18M | $2.18M | - | - | - | 0.0 |
| 5855 585509102 | 24,645 | $1.58M | $1.58M | - | - | - | 0.0 |
| 6070 607059102 | 19,290 | $1.33M | $1.33M | - | - | - | 0.0 |
| 6168 616880209 | 800 | $229,000 | $229,000 | - | - | - | 0.0 |
| 8638 863871208 | 625 | $505,000 | $505,000 | - | - | - | 0.0 |
| 8835 88355K200 | 10,000 | $120,000 | $120,000 | - | - | - | 0.0 |
| 9127 91273H101 | 18,906 | $243,000 | $243,000 | - | - | - | 0.0 |
| 9297 929771103 | 2,800 | $260,000 | $260,000 | - | - | - | 0.0 |
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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 Sandy Ruby?
The largest contributions to the portfolio's profits come from the following stocks: Community Trust Bancorp Inc - $46.85M, General Electric Company - $11.66M, American International Group Inc - $3.56M, The Home Depot, Inc - $2.91M, and Procter & Gamble Co - $2.73M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Sandy Ruby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $100.19M earned over time. The largest contributors to dividend income include Community Trust Bancorp Inc - $46.85M, General Electric Company - $11.66M, American International Group Inc - $3.56M, The Home Depot, Inc - $2.91M, and Procter & Gamble Co - $2.73M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sandy Ruby's monthly returns?
Sandy Ruby'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 Sandy Ruby's strategy be considered aggressive or moderate?
Sandy Ruby'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 Sandy Ruby's strategy?
Sandy Ruby'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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