FJR
Fred J. Ruopp Jr. Portfolio
Invests via Chelsea Counsel Co | Managed by Fred J. Ruopp Jr.
Invests via Chelsea Counsel Co
Managed by Fred J. Ruopp Jr.
Automatically Tracked
Fred J. Ruopp Jr. Profile
With a significant background in corporate leadership and financial management, Fred J. Ruopp Jr. has cultivated extensive expertise within the realm of operational oversight and strategic initiatives. He excels at identifying growth opportunities across various sectors, leveraging analytical insights to drive efficiency and innovation within organizations. Known for his hands-on approach, he is adept at navigating complex business landscapes while enhancing stakeholder value. His career is marked by successful collaborations with diverse teams aimed at fostering profitability and sustainable development. As an accomplished executive, he remains instrumental in steering companies towards scalable success in today’s dynamic market.
With a significant background in corporate leadership and financial management, Fred J. Ruopp Jr. has cultivated extensive expertise within the realm of operational oversight and strategic initiatives. He excels at identifying growth opportunities across various sectors, leveraging analytical insights to drive efficiency and innovation within organizations. Known for his hands-on approach, he is adept at navigating complex business landscapes while enhancing stakeholder value. His career is marked by successful collaborations with diverse teams aimed at fostering profitability and sustainable development. As an accomplished executive, he remains instrumental in steering companies towards scalable success in today’s dynamic market.
Investment Philosophy & Strategy
Growth potential drives the investment strategy of Fred J. Ruopp Jr., who applies his extensive experience in corporate leadership to identify high-impact opportunities. His focus is on transformative ventures that promote operational excellence while delivering innovative solutions across industries. By leveraging analytical acumen, he prioritizes initiatives capable of generating sustainable profitability and fostering competitive differentiation. In navigating diverse markets, a commitment to hands-on management ensures agile responses to emerging trends, reinforcing long-term value creation for stakeholders.
Growth potential drives the investment strategy of Fred J. Ruopp Jr., who applies his extensive experience in corporate leadership to identify high-impact opportunities. His focus is on transformative ventures that promote operational excellence while delivering innovative solutions across industries. By leveraging analytical acumen, he prioritizes initiatives capable of generating sustainable profitability and fostering competitive differentiation. In navigating diverse markets, a commitment to hands-on management ensures agile responses to emerging trends, reinforcing long-term value creation for stakeholders.
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:
28.17%
Gain +0.19%
Monthly
0.32%
Yearly
3.97%
Drawdown
9.69%
$412.89M
Equity
Holdings
$412.89M
Investment
$170.08M
$242.81M
Profit +$789,737.11
Realized
-$0
Unrealized
$242.81M
Dividends
$95.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.19%
Profit
$789,737.11
Win %
63%
This Week
Compared To Last Week
Gain
0.51%
Profit
$2.08M
Win %
63%
This Month
Compared to last month
Gain
1.48%
Profit
$6.03M
Win %
63%
This Year
Compared to last year
Gain
5.59%
Profit
$21.84M
Win %
63%
MRK Merck & Co., Inc.
+3.8%
+$293,869.01 
LLY Eli Lilly and Company
+3.62%
+$1.5M 
VZ Verizon Communications Inc.
+2.04%
+$51,560.25 
COP ConocoPhillips
+1.02%
+$15,027.44 
CMCSA Comcast Corp
+0.81%
+$1,913.29 
BP BP p.l.c. Sponsored ADR
+0.58%
+$21,703.36 
BRK-A Berkshire Hathaway Inc.
+0.02%
+$891.35 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ALL Allstate Corporation
0%
$0 
BAC Bank of America Corporation
0%
$0 
BRK.B Berkshire Hathaway Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
$0 
DOW Dow Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IP International Paper Company
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KO The Coca-Cola Company
0%
$0 
MMM 3M Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEM Newmont Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
USB U.S. Bancorp
0%
$0 
UN Unilever NV
0%
$0 
RTN Raytheon Co
0%
$0 
APC Arko Petroleum Corp.
0%
$0 PPP
PPP
0%
$0 GP
GP
0%
$0 SBC
SBC
0%
$0 ABS
ABS
0%
$0 L
L
0%
$0 BHI
BHI
0%
$0 WYE
WYE
0%
$0 RD
RD
0%
$0 GGP
GGP
0%
$0 WAMU
WAMUQ
0%
$0 MWV
MWV
0%
$0 WPS
WPS
0%
$0 BACP
BACPRWCL
0%
$0 0031
003116210
0%
$0 0172
017275R10
0%
$0 0254
025468710
0%
$0 0806
080685710
0%
$0 0983
098391910
0%
$0 0013
001381710
0%
$0 0002
000282410
0%
$0 0025
002581610
0%
$0 0079
007986010
0%
$0 0110
011012210
0%
$0 0122
012201410
0%
$0 0149
014912310
0%
$0 0291
029101110
0%
$0 0375
037576610
0%
$0 0406
040621610
0%
$0 0302
030231G10
0%
$0 0494
049436810
0%
$0 0580
058013510
0%
$0 0717
071726510
0%
$0 0713
071344810
0%
$0 0896
089604710
0%
$0 0915
091528910
0%
$0 0931
093114210
0%
$0 0683
068389X10
0%
$0 0252
025271C10
0%
$0 0G90
0G9007810
0%
$0 0221
022160K10
0%
$0 0666
066680710
0%
$0 0816
081685110
0%
$0 0453
045325840
0%
$0 0067
006790110
0%
$0 0725
072590610
0%
$0 0949
094974610
0%
$0 0263
026353410
0%
$0 0928
092857W10
0%
$0 0008
000846U10
0%
$0 0725
072581110
0%
$0 0007
000792410
0%
$0 0297
029742510
0%
$0 0345
034537086
0%
$0 0879
087940378
0%
$0 0984
098412110
0%
$0 4601
460140205
0%
$0 0084
008467010
0%
$0 ABNP
ABNPRE
0%
$0 SPCP
SPCPRA
0%
$0 0017
001741510
0%
$0 0040
004015710
0%
$0 0125
012561EAB
0%
$0 0718
071800960
0%
$0 0849
084916310
0%
$0 0913
091327510
0%
$0 CSDP
CSDPRA
0%
$0 0701
0701081AD
0%
$0 0878
0878742AC
0%
$0 0313
031330910
0%
$0 0901
090127220
0%
$0 0915
091528T20
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 108 | Longs Won 29/108 26% | Profit Factor 35.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.64M |
| Average Win $8.61M | Best Trade (Oct 15) $57.35M | Sharpe Ratio 0 |
| Average Loss -$88,740.38 | Worst Trade (Oct 15) -$3.17M | Z-Score -3.44 (100%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $2.25M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 3.62% |
| Consecutive Losing Trades | 4,651 | 4,186 | 3,721 | 3,256 | 2,791 | 2,326 | 1,860 | 1,395 | 930 | 465 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0002 000282410 | 47,255 | $2.2M | $2.2M | - | - | - | 0.0 |
| 0007 000792410 | 42,597 | $630,000 | $630,000 | - | - | - | 0.0 |
| 0008 000846U10 | 22,520 | $658,000 | $658,000 | - | - | - | 0.0 |
| 0013 001381710 | 100,285 | $3.81M | $3.81M | - | - | - | 0.0 |
| 0017 001741510 | 22,291 | $295,000 | $295,000 | - | - | - | 0.0 |
| 0025 002581610 | 53,114 | $2.56M | $2.56M | - | - | - | 0.0 |
| 0031 003116210 | 62,649 | $3.87M | $3.87M | - | - | - | 0.0 |
| 0040 004015710 | 13,796 | $214,000 | $214,000 | - | - | - | 0.0 |
| 0067 006790110 | 92,750 | $2.11M | $2.11M | - | - | - | 0.0 |
| 0079 007986010 | 9,389 | $266,000 | $266,000 | - | - | - | 0.0 |
| 0084 008467010 | 6 | $506,000 | $506,000 | - | - | - | 0.0 |
| 0110 011012210 | 45,240 | $1.29M | $1.29M | - | - | - | 0.0 |
| 0122 012201410 | 19,850 | $1.1M | $1.1M | - | - | - | 0.0 |
| 0125 012561EAB | 137,000 | $138,000 | $138,000 | - | - | - | 0.0 |
| 0149 014912310 | 9,450 | $785,000 | $785,000 | - | - | - | 0.0 |
| 0172 017275R10 | 33,193 | $804,000 | $804,000 | - | - | - | 0.0 |
| 0221 022160K10 | 89,796 | $3.34M | $3.34M | - | - | - | 0.0 |
| 0252 025271C10 | 22,222 | $456,000 | $456,000 | - | - | - | 0.0 |
| 0254 025468710 | 15,304 | $357,000 | $357,000 | - | - | - | 0.0 |
| 0263 026353410 | 122,818 | $5.64M | $5.64M | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Fred J. Ruopp Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $16.02M, General Electric Company - $8.92M, International Business Machines Corporation - $5.44M, Johnson & Johnson - $4.05M, and Microsoft Corp - $4.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Fred J. Ruopp Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $95.13M earned over time. The largest contributors to dividend income include Chevron Corporation - $16.02M, General Electric Company - $8.92M, International Business Machines Corporation - $5.44M, Johnson & Johnson - $4.05M, and Microsoft Corp - $4.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fred J. Ruopp Jr.'s monthly returns?
Fred J. Ruopp Jr.'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 Fred J. Ruopp Jr.'s strategy be considered aggressive or moderate?
Fred J. Ruopp Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Fred J. Ruopp Jr.'s strategy?
Fred J. Ruopp Jr.'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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