BA
Brook Anderson Portfolio
Invests via Cutler Investment Counsel LLC | Managed by Brook Anderson
Invests via Cutler Investment Counsel LLC
Managed by Brook Anderson
Automatically Tracked
Brook Anderson Profile
Brook Anderson has cultivated a multifaceted career as an operating executive and entrepreneurial leader, driving significant innovation in technology-driven enterprises. With expertise spanning startup development to large-scale organizational management, he is recognized for his ability to align operational efficiencies with market opportunities. His diverse professional background includes leading several successful initiatives that not only elevated company performance but also enhanced customer engagement through advanced technological solutions. As a strategic thinker, Brook navigates complex business landscapes, identifying growth potential within emerging sectors and pioneering initiatives that reshape industry standards.
Brook Anderson has cultivated a multifaceted career as an operating executive and entrepreneurial leader, driving significant innovation in technology-driven enterprises. With expertise spanning startup development to large-scale organizational management, he is recognized for his ability to align operational efficiencies with market opportunities. His diverse professional background includes leading several successful initiatives that not only elevated company performance but also enhanced customer engagement through advanced technological solutions. As a strategic thinker, Brook navigates complex business landscapes, identifying growth potential within emerging sectors and pioneering initiatives that reshape industry standards.
Investment Philosophy & Strategy
Growth opportunities in emerging technologies are at the forefront of Brook Anderson's investment philosophy. His background as an entrepreneurial leader informs a distinctive approach that emphasizes strategic execution and innovation-driven solutions. By prioritizing sectors where technology intersects with consumer needs, he seeks to capitalize on trends that define future markets. A firm believer in operational excellence, his focus lies in identifying high-impact initiatives that not only drive returns but also create transformative experiences for users. Through a combination of analytical insight and market awareness, decisions are tailored to foster sustainable growth while responding effectively to competitive dynamics.
Growth opportunities in emerging technologies are at the forefront of Brook Anderson's investment philosophy. His background as an entrepreneurial leader informs a distinctive approach that emphasizes strategic execution and innovation-driven solutions. By prioritizing sectors where technology intersects with consumer needs, he seeks to capitalize on trends that define future markets. A firm believer in operational excellence, his focus lies in identifying high-impact initiatives that not only drive returns but also create transformative experiences for users. Through a combination of analytical insight and market awareness, decisions are tailored to foster sustainable growth while responding effectively to competitive dynamics.
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:
51.29%
Gain -0.16%
Monthly
0.38%
Yearly
4.65%
Drawdown
16.47%
$303.75M
Equity
Holdings
$303.75M
Investment
$109.08M
$194.67M
Profit -$498,779.95
Realized
-$0
Unrealized
$194.67M
Dividends
$105.32M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$498,779.95
Win %
70%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$1.13M
Win %
70%
This Month
Compared to last month
Gain
0.84%
Profit
$2.54M
Win %
70%
This Year
Compared to last year
Gain
15.42%
Profit
$40.58M
Win %
70%
BMY Bristol-Myers Squibb Company
+4.61%
+$385,136.82 
MRK Merck & Co., Inc.
+3.8%
+$332,212.52 
PFE Pfizer Inc.
+2.96%
+$52,732.04 
DOW Dow Inc.
+2.38%
+$55,175.2 
PG Procter & Gamble Co
+2.28%
+$198,721 
VZ Verizon Communications Inc.
+2.04%
+$8,737.21 
CVX Chevron Corporation
+1.98%
+$337,386.25 
XOM Exxon Mobil Corporation
+1.68%
+$320,412.26 
ED Consolidated Edison, Inc.
+1.65%
+$117,052.8 
JPM JPMorgan Chase & Co.
+1.16%
+$339,243.63 
KMB Kimberly-Clark Corporation
+1.14%
+$63,781.54 
MMM 3M Company
+1.04%
+$78,313.41 
CAG Conagra Brands Inc.
+1.02%
+$21,247.99 
COP ConocoPhillips
+1.02%
+$200,612.7 
GIS General Mills, Inc.
+0.88%
+$30,576 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$8,339.97 
EXC Exelon Corporation
+0.61%
+$25,303.2 
WFC Wells Fargo & Company
+0.2%
+$13,931.2 
PEG Public Service Enterprise Group Incorporated
+0.13%
+$1,384.2 
BK The Bank of New York Mellon Corporation
0%
$0 
UTX United Technologies Corp
0%
$0 SBC
SBC
0%
$0 WYE
WYE
0%
$0 KMG
KMG
0%
$0 MHFI
MHFI
0%
$0 HPQ
HPQ
0%
$0 PGL
PGL
0%
$0 
AA Alcoa Corporation
-3.4%
-$54,322.59 
CAT Caterpillar Inc.
-3.08%
-$2.23M 
NFG National Fuel Gas Company
-2.33%
-$281,751.15 
C Citigroup Inc.
-1.81%
-$18,293.12 
PNC The PNC Financial Services Group, Inc.
-1.68%
-$40,848 
EMR Emerson Electric Co.
-1.48%
-$224,309.61 
PBI Pitney Bowes Inc.
-1.47%
-$11,778.75 
GM General Motors Company
-1.13%
-$78,555.25 
USB U.S. Bancorp
-1.11%
-$78,165.36 
LNC Lincoln National Corporation
-1.01%
-$29,766 
DD DuPont de Nemours, Inc.
-0.83%
-$27,317.15 
WY Weyerhaeuser Company
-0.37%
-$7,839.3 
GE General Electric Company
-0.2%
-$7,401.72 Events
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Dividends
Dividend Analysis
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| Trades 40 | Longs Won 25/40 62% | Profit Factor 14.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.63M |
| Average Win $8.35M | Best Trade (Oct 14) $66.44M | Sharpe Ratio 0 |
| Average Loss -$934,828.78 | Worst Trade (Oct 14) -$5.22M | Z-Score 1.97 (95.1%) |
| Commissions $0 | Avg. Trade Length 22y 6m 3w 1d | Expectancy $4.87M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 0.84% | 10.44% |
| Consecutive Losing Trades | 325 | 292 | 260 | 227 | 195 | 162 | 130 | 97 | 65 | 32 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 38,526.71 | $3.01M | $1.54M | - | -$1.47M | -48.7% | -3.398% |
| BK The Bank of New York Mellon Corporation | 91,053.25 | $3.04M | $2.87M | - | -$173,392.06 | -5.7% | 0.0 |
| BMY Bristol-Myers Squibb Company | 147,562 | $3.57M | $8.75M | - | $5.17M | 144.68% | +4.606% |
| C Citigroup Inc. | 8,094.3 | $4.19M | $989,690.06 | - | -$3.2M | -76.35% | -1.815% |
| CAG Conagra Brands Inc. | 151,771.35 | $3.18M | $2.1M | - | -$1.08M | -33.99% | +1.022% |
| CAT Caterpillar Inc. | 93,644 | $3.7M | $70.14M | - | $66.44M | 1,794.57% | -3.08% |
| COP ConocoPhillips | 139,313.41 | $3.71M | $19.83M | - | $16.12M | 435.07% | +1.022% |
| CVX Chevron Corporation | 78,280 | $3.44M | $17.38M | - | $13.95M | 405.85% | +1.98% |
| DD DuPont de Nemours, Inc. | 25,530.05 | $1.84M | $3.28M | - | $1.44M | 78.24% | -0.826% |
| DOW Dow Inc. | 81,140 | $3.27M | $2.37M | - | -$899,523.4 | -27.53% | +2.385% |
| ED Consolidated Edison, Inc. | 65,760 | $2.9M | $7.21M | - | $4.31M | 148.53% | +1.651% |
| EMR Emerson Electric Co. | 92,690 | $2.78M | $14.93M | - | $12.15M | 437.65% | -1.48% |
| EXC Exelon Corporation | 97,320 | $2.39M | $4.15M | - | $1.76M | 73.52% | +0.614% |
| GE General Electric Company | 12,133.75 | $1.77M | $3.73M | - | $1.95M | 109.91% | -0.198% |
| GIS General Mills, Inc. | 109,200 | $2.55M | $3.51M | - | $957,465.6 | 37.56% | +0.88% |
| GM General Motors Company | 82,690 | $3.9M | $6.87M | - | $2.97M | 76.31% | -1.131% |
| HPQ HPQ | 136,090 | $3.11M | $3.11M | - | - | - | 0.0 |
| JPM JPMorgan Chase & Co. | 88,115 | $3.7M | $29.54M | - | $25.85M | 699.33% | +1.162% |
| KMB Kimberly-Clark Corporation | 56,947.8 | $3.45M | $5.66M | - | $2.22M | 64.33% | +1.139% |
| KMG KMG | 33,045 | $1.7M | $1.7M | - | - | - | 0.0 |
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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 Brook Anderson?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $7.25M, Citigroup Inc - $6.8M, Exxon Mobil Corporation - $6.5M, Caterpillar Inc - $6.24M, and ConocoPhillips - $6.08M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Brook Anderson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $105.32M earned over time. The largest contributors to dividend income include Chevron Corporation - $7.25M, Citigroup Inc - $6.8M, Exxon Mobil Corporation - $6.5M, Caterpillar Inc - $6.24M, and ConocoPhillips - $6.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brook Anderson's monthly returns?
Brook Anderson'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 Brook Anderson's strategy be considered aggressive or moderate?
Brook Anderson'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 Brook Anderson's strategy?
Brook Anderson'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.
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