SM
Simone Mosse Portfolio
Invests via Magellan Asset Management Ltd. | Managed by Chris Mackay
Invests via Magellan Asset Management Ltd.
Managed by Chris Mackay
Automatically Tracked
Simone Mosse Profile
Simone Mosse is an experienced entrepreneur and business leader recognized for her dynamic approach to developing innovative consumer brands. With a strong foundation in brand strategy, she has successfully scaled ventures that resonate with modern market trends. Known for her commitment to sustainability, Simone has integrated eco-friendly practices into product lines that appeal to environmentally conscious consumers. Her insights into market dynamics have positioned her as a thought leader within the consumer goods sector, enabling her companies to establish significant competitive advantages. This unique blend of creativity and operational expertise positions Mosse as a pivotal figure in today's evolving entrepreneurial landscape.
Simone Mosse is an experienced entrepreneur and business leader recognized for her dynamic approach to developing innovative consumer brands. With a strong foundation in brand strategy, she has successfully scaled ventures that resonate with modern market trends. Known for her commitment to sustainability, Simone has integrated eco-friendly practices into product lines that appeal to environmentally conscious consumers. Her insights into market dynamics have positioned her as a thought leader within the consumer goods sector, enabling her companies to establish significant competitive advantages. This unique blend of creativity and operational expertise positions Mosse as a pivotal figure in today's evolving entrepreneurial landscape.
Investment Philosophy & Strategy
Growth in the consumer sector requires a keen understanding of evolving preferences and market trends. Simone Mosse leverages her extensive entrepreneurial acumen to identify opportunities that align with sustainable practices and innovative branding. Her strategic focus on developing eco-friendly products has not only addressed modern consumer demands but also created lasting brand loyalty. By cultivating strong connections between brands and their customers, she positions her ventures for substantial impact in a competitive landscape. This forward-thinking approach ensures an agile response to shifts in consumer behavior, solidifying her role as a catalyst for transformative growth within the industry.
Growth in the consumer sector requires a keen understanding of evolving preferences and market trends. Simone Mosse leverages her extensive entrepreneurial acumen to identify opportunities that align with sustainable practices and innovative branding. Her strategic focus on developing eco-friendly products has not only addressed modern consumer demands but also created lasting brand loyalty. By cultivating strong connections between brands and their customers, she positions her ventures for substantial impact in a competitive landscape. This forward-thinking approach ensures an agile response to shifts in consumer behavior, solidifying her role as a catalyst for transformative growth within the industry.
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:
20.25%
Gain -0.06%
Monthly
0.11%
Yearly
1.37%
Drawdown
15.63%
$4.57B
Equity
Holdings
$4.57B
Investment
$3.94B
$4.7B
Profit -$10.61M
Realized
$4.07B
Unrealized
$630.93M
Dividends
$2.13B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$10.61M
Win %
70%
This Week
Compared To Last Week
Gain
0.8%
Profit
$36.42M
Win %
70%
This Month
Compared to last month
Gain
7.4%
Profit
$315.22M
Win %
70%
This Year
Compared to last year
Gain
2.15%
Profit
$89.36M
Win %
70%
CCI Crown Castle Inc.
+9.55%
+$20.94M 
AMT American Tower Corporation
+3.27%
+$8.35M 
SBAC SBA Communications Corporation
+2.65%
+$548,238.28 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.14%
+$1.62M 
CWT California Water Service Group
+0.74%
+$21,495.6 
MSFT Microsoft Corporation Common Stock
+0.66%
+$1.56M 
NWE NorthWestern Energy Group, Inc.
+0.45%
+$23,220.22 
AWR American States Water Company
+0.38%
+$11,757.65 
HTO H2O America
+0.34%
+$5,745.76 
SWX Southwest Gas Holdings, Inc.
+0.24%
+$16,557.15 
BKH Black Hills Corporation
+0.21%
+$14,075.66 
SYK Stryker Corp.
+0.17%
+$10,350.99 
CME CME Group Inc. Class A Common Stock
+0.15%
+$17,018.16 
MSEX Middlesex Water Company
+0.03%
+$232.54 
DG Dollar General Corp.
-5.81%
-$3.22M 
YUM Yum! Brands, Inc.
-3.66%
-$2.03M 
HD The Home Depot, Inc.
-3%
-$145,090.65 
PG The Procter & Gamble Company
-2.64%
-$423,278.2 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.62%
-$151,747.11 
BKNG Booking Holdings Inc.
-2.54%
-$791,283.6 
CMG Chipotle Mexican Grill, Inc.
-2.54%
-$361,907.97 
KO The Coca-Cola Company
-2.52%
-$100,093.7 
INTU Intuit Inc.
-2.51%
-$1.32M 
NSC Norfolk Southern Corp.
-2.19%
-$1.49M 
MA Mastercard Inc. Class A Common Stock
-1.83%
-$2.75M 
UNP Union Pacific Corp.
-1.82%
-$1.37M 
XEL Xcel Energy Inc.
-1.69%
-$3.75M 
PPL PPL Corporation
-1.56%
-$428,160.15 
CSX CSX Corporation
-1.53%
-$704,171.24 
AEP American Electric Power Company, Inc.
-1.44%
-$776,748.32 
MGEE MGE Energy Inc.
-1.37%
-$30,255.88 
CMS CMS Energy Corporation Common Stock
-1.33%
-$2.37M 
V Visa Inc. Class A
-1.27%
-$319,466.4 
AEE Ameren Corporation
-1.26%
-$418,745.98 
WEC WEC Energy Group Inc.
-1.25%
-$1.74M 
UNH UnitedHealth Group Inc.
-1.25%
-$551,906.74 
PEG Public Service Enterprise Group Inc.
-1.19%
-$474,287.28 
LNT Alliant Energy Corporation
-1.15%
-$1.61M 
NI NiSource Inc.
-1.13%
-$263,763.22 
FE FirstEnergy Corp.
-1.12%
-$327,792.92 
EXC Exelon Corp.
-1.11%
-$576,041.5 
SO The Southern Company
-1.09%
-$604,113.36 
SR Spire Inc.
-1.09%
-$53,892.57 
NFLX Netflix Inc.
-1.07%
-$670,363.92 
DTE DTE Energy Company
-1.02%
-$306,930.24 
IDA IDACORP Inc.
-1.01%
-$84,010.52 
BRK-B Berkshire Hathaway Inc.
-1%
-$767,749.05 
MSCI MSCI Inc.
-0.99%
-$106,811.44 
ED Consolidated Edison Inc.
-0.95%
-$451,400.4 
POR Portland General Electric Co.
-0.91%
-$48,414.03 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$648,326.2 
ETR Entergy Corporation Common Stock
-0.88%
-$461,031.03 
PNW Pinnacle West Capital Corporation
-0.88%
-$119,994.76 
MDU MDU Resources Group Inc.
-0.88%
-$39,361.97 
EVRG Evergy Inc.
-0.88%
-$1.62M 
OGE OGE Energy Corp.
-0.87%
-$98,418.95 
D Dominion Energy, Inc.
-0.8%
-$1.4M 
ZBH Zimmer Biomet Holdings Inc.
-0.78%
-$439,214.93 
DUK Duke Energy Corporation
-0.77%
-$424,772.16 
ES Eversource Energy
-0.76%
-$1.77M 
ATO Atmos Energy Corporation
-0.71%
-$231,798.16 
SPGI S&P Global Inc.
-0.69%
-$526,994.65 
SRE Sempra
-0.67%
-$1.28M 
MDT Medtronic plc
-0.56%
-$61,045.92 
GOOGL Alphabet Inc
-0.55%
-$83,723.67 
AMZN Amazon.com Inc
-0.54%
-$847,515.15 
ICE Intercontinental Exchange, Inc.
-0.53%
-$348,429.78 
NWN Northwest Natural Holding Company
-0.53%
-$12,234.25 
AVA Avista Corporation
-0.53%
-$14,191.2 
META Meta Platforms Inc Class A
-0.53%
-$610,632.11 
AWK American Water Works Company, Inc.
-0.52%
-$167,538 
OGS One Gas Inc.
-0.52%
-$24,236.33 
CNP CenterPoint Energy, Inc.
-0.44%
-$125,608.5 
GOOG Alphabet Inc
-0.44%
-$462,637.9 
WTRG Essential Utilities Inc.
-0.4%
-$56,137.72 
NEE NextEra Energy Inc.
-0.39%
-$196,868.39 
CPK Chesapeake Utilities Corporation
-0.29%
-$6,708 
TXNM TXNM Energy, Inc.
-0.12%
-$7,831.82 Events
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Dividends
Dividend Analysis
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| Trades 2928 | Longs Won 1923/2928 65% | Profit Factor 0.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12B |
| Average Win $19.1M | Best Trade (Sep 29) $4.06B | Sharpe Ratio -10.23 |
| Average Loss -$116.17M | Worst Trade (Dec 30) -$56.16B | Z-Score -4.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4w | Expectancy $1.61M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 97.68% | 98.37% | 98.78% | 99.07% | 99.3% | 99.48% | 99.64% | 99.77% | 99.89% |
| Consecutive Losing Trades | 39 | 35 | 31 | 28 | 24 | 20 | 16 | 12 | 8 | 4 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AEE Ameren Corporation | 305,654 | $27.32M | $32.88M | - | $5.56M | 20.35% | -1.258% |
| AEP American Electric Power Company, Inc. | 413,164 | $39.42M | $53.2M | - | $13.78M | 34.94% | -1.439% |
| AMT American Tower Corporation | 1.41M | $284.34M | $263.69M | - | -$20.66M | -7.26% | +3.271% |
| AMZN Amazon.com Inc | 627,789 | $92.99M | $156.34M | - | $63.35M | 68.12% | -0.539% |
| ATO Atmos Energy Corporation | 186,934 | $24.65M | $32.28M | - | $7.63M | 30.94% | -0.713% |
| AVA Avista Corporation | 70,956 | $2.76M | $2.66M | - | -$91,767.74 | -3.33% | -0.53% |
| AWK American Water Works Company, Inc. | 223,384 | $28.31M | $31.83M | - | $3.52M | 12.42% | -0.524% |
| AWR American States Water Company | 36,743 | $3.12M | $3.14M | - | $20,846.36 | 0.67% | +0.376% |
| BKH Black Hills Corporation | 85,307 | $5.51M | $6.78M | - | $1.27M | 22.97% | +0.208% |
| BKNG Booking Holdings Inc. | 192,996 | $32.5M | $30.3M | - | -$2.2M | -6.78% | -2.545% |
| BRK-B Berkshire Hathaway Inc. | 139,845 | $67.01M | $75.72M | - | $8.71M | 13% | -1.004% |
| CCI Crown Castle Inc. | 2.78M | $298.73M | $240.11M | - | -$58.63M | -19.62% | +9.552% |
| CME CME Group Inc. Class A Common Stock | 36,996 | $10.01M | $11.34M | - | $1.32M | 13.2% | +0.15% |
| CMG Chipotle Mexican Grill, Inc. | 506,165 | $28.93M | $13.88M | - | -$15.04M | -52.01% | -2.541% |
| CMS CMS Energy Corporation Common Stock | 2.54M | $193.29M | $176.12M | - | -$17.17M | -8.88% | -1.33% |
| CNP CenterPoint Energy, Inc. | 697,825 | $22.22M | $28.62M | - | $6.41M | 28.85% | -0.437% |
| CPK Chesapeake Utilities Corporation | 17,200 | $2.07M | $2.3M | - | $229,536.65 | 11.08% | -0.291% |
| CSX CSX Corporation | 891,356 | $30.89M | $45.35M | - | $14.46M | 46.81% | -1.529% |
| CWT California Water Service Group | 61,416 | $3.12M | $2.94M | - | -$182,095.49 | -5.83% | +0.736% |
| D Dominion Energy, Inc. | 2.69M | $144.72M | $174.56M | - | $29.83M | 20.61% | -0.795% |
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FAQ
Which stocks have generated the highest profits for Simone Mosse?
The largest contributions to the portfolio's profits come from the following stocks: WEC - $4.12B, PGN - $3.82B, Microsoft Corporation Common Stock - $2.91B, Alphabet Inc - $2.27B, and South Jersey Industries Inc - $1.42B. 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: Berkshire Hathaway Inc - $56.16B, GOOGL - $25.17B, GOOG - $12.9B, ITC - $5.98B, and Avangrid Inc - $3.01B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Simone Mosse's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.13B earned over time. The largest contributors to dividend income include Crown Castle Inc - $195.64M, Eversource Energy - $167.28M, WEC Energy Group Inc - $142.93M, Xcel Energy Inc - $139.01M, and Microsoft Corporation Common Stock - $134.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Simone Mosse's monthly returns?
Simone Mosse'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 Simone Mosse's strategy be considered aggressive or moderate?
Simone Mosse's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Simone Mosse's strategy?
Simone Mosse's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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