MP
Matthew Powalski Portfolio
Invests via JCP Investment Management LLC | Managed by James C. Pappas
Invests via JCP Investment Management LLC
Managed by James C. Pappas
Automatically Tracked
Matthew Powalski Profile
Matthew Powalski is a dynamic entrepreneur and technology commercialization expert, recognized for his leadership in driving innovative solutions within the tech sector. His extensive experience spans various high-growth environments where he has successfully scaled startups and enhanced operational efficiencies. As a strategic thinker, he engages in developing cutting-edge products that address emerging market needs while fostering robust partnerships across diverse industries. Through his endeavors, Powalski remains at the forefront of technological advancements, influencing both corporate strategy and investment landscapes.
Matthew Powalski is a dynamic entrepreneur and technology commercialization expert, recognized for his leadership in driving innovative solutions within the tech sector. His extensive experience spans various high-growth environments where he has successfully scaled startups and enhanced operational efficiencies. As a strategic thinker, he engages in developing cutting-edge products that address emerging market needs while fostering robust partnerships across diverse industries. Through his endeavors, Powalski remains at the forefront of technological advancements, influencing both corporate strategy and investment landscapes.
Investment Philosophy & Strategy
In a rapidly evolving technology landscape, Matthew Powalski leverages his entrepreneurial acumen to uncover transformative opportunities that bridge innovation and market demand. His approach emphasizes the development of scalable products aimed at enhancing operational performance and user engagement. Drawing upon extensive expertise in startup environments, he actively pursues collaborations that elevate competitive positioning and foster sustainable growth across sectors. This mindset cultivates an investment strategy keenly focused on identifying disruptive technologies with high potential for widespread adoption, ensuring alignment with contemporary consumer expectations.
In a rapidly evolving technology landscape, Matthew Powalski leverages his entrepreneurial acumen to uncover transformative opportunities that bridge innovation and market demand. His approach emphasizes the development of scalable products aimed at enhancing operational performance and user engagement. Drawing upon extensive expertise in startup environments, he actively pursues collaborations that elevate competitive positioning and foster sustainable growth across sectors. This mindset cultivates an investment strategy keenly focused on identifying disruptive technologies with high potential for widespread adoption, ensuring alignment with contemporary consumer expectations.
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:
67.69%
Gain +1.89%
Monthly
0.56%
Yearly
6.93%
Drawdown
28.94%
$184.85M
Equity
Holdings
$184.85M
Investment
$164.54M
$25.62M
Profit +$2.11M
Realized
$5.31M
Unrealized
$20.31M
Dividends
$8.41M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.89%
Profit
$2.11M
Win %
60%
This Week
Compared To Last Week
Gain
1.15%
Profit
$2.11M
Win %
60%
This Month
Compared to last month
Gain
3.37%
Profit
$6.03M
Win %
60%
This Year
Compared to last year
Gain
-1.14%
Profit
-$2.12M
Win %
61%
HHH Howard Hughes Holdings Inc.
+4.54%
+$1M 
JAKK JAKKS Pacific, Inc.
+3.82%
+$89,259.65 
UNFI United Natural Foods Inc.
+2.9%
+$672,344.56 
GNRC Generac Holdings Inc.
+2.41%
+$57,195 
AMRC Ameresco Inc Class A Common Stock
+1.71%
+$107,293.5 
VTI Vanguard Total Stock Market ETF
+0.92%
+$5,350.78 
SPY State Street SPDR S&P 500 ETF Trust
+0.87%
+$342,981.24 
BRN Barnwell Industries Inc.
+0.85%
+$5,361.65 
ABM ABM Industries Incorporated
+0.73%
+$54,883.92 
SLF Sun Life Financial Inc.
+0.72%
+$7,136.37 
JYNT The Joint Corp.
+0.56%
+$23,756.24 
MCD McDonald's Corporation
+0.55%
+$20,128 
KRSP Rice Acquisition Corporation 3 Class A Ordinary Shares
+0.48%
+$500 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$61,466.54 
OC Owens Corning
+0.26%
+$6,000 
GBTG Global Business Travel Group Inc. Class A Common Stock
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
WSR Whitestone REIT
0%
$0 
TLF Tandy Leather Factory, Inc.
-2.06%
-$41,174.77 
DASH DoorDash, Inc. Class A Common Stock
-1.99%
-$34,272 
KMI Kinder Morgan Inc.
-1.41%
-$67,769.54 
RRGB Red Robin Gourmet Burgers Inc.
-0.86%
-$133,882.98 
HOG Harley-Davidson, Inc.
-0.41%
-$9,963.6 
KR The Kroger Co.
-0.21%
-$1,721.02 
FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares
-0.1%
-$3,306.77 
FNF Fidelity National Financial, Inc.
-0.05%
-$7,530.54 Events
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Dividends
Dividend Analysis
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| Trades 222 | Longs Won 99/222 44% | Profit Factor 1.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $773,820.34 | Best Trade (Oct 26) $17.03M | Sharpe Ratio -12.53 |
| Average Loss -$480,060.89 | Worst Trade (Dec 30) -$6.64M | Z-Score -1.25 (79.12%) |
| Commissions $0 | Avg. Trade Length 8m 2w 1d | Expectancy $115,422.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.36% | 2.95% | 18.94% |
| Consecutive Losing Trades | 385 | 347 | 308 | 270 | 231 | 193 | 154 | 116 | 77 | 39 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABM ABM Industries Incorporated | 140,728 | $6.23M | $7.61M | - | $1.38M | 22.2% | +0.727% |
| AMRC Ameresco Inc Class A Common Stock | 339,000 | $9.36M | $6.39M | - | -$2.97M | -31.72% | +1.708% |
| BRK-B Berkshire Hathaway Inc. | 26,324 | $13.03M | $14.33M | - | $1.3M | 10% | +0.431% |
| BRN Barnwell Industries Inc. | 724,547 | $760,438.15 | $637,601.36 | - | -$122,836.79 | -16.15% | +0.848% |
| DASH DoorDash, Inc. Class A Common Stock | 9,600 | $1.54M | $1.69M | - | $143,196 | 9.27% | -1.99% |
| FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares | 330,677 | $2.33M | $3.37M | - | $1.04M | 44.71% | -0.098% |
| FNF Fidelity National Financial, Inc. | 376,527 | $22.92M | $15.22M | - | -$7.7M | -33.59% | -0.049% |
| GBTG Global Business Travel Group Inc. Class A Common Stock | 150,000 | $1.41M | $1.43M | - | $16,500 | 1.17% | 0.0 |
| GNRC Generac Holdings Inc. | 12,710 | $2.48M | $2.43M | - | -$49,696.1 | -2% | +2.407% |
| HHH Howard Hughes Holdings Inc. | 314,100 | $23.54M | $23.05M | - | -$493,669 | -2.1% | +4.545% |
| HOG Harley-Davidson, Inc. | 83,030 | $2.03M | $2.39M | - | $363,671.4 | 17.91% | -0.414% |
| JAKK JAKKS Pacific, Inc. | 76,598 | $1.78M | $2.43M | - | $643,829.17 | 36.11% | +3.818% |
| JHG Janus Henderson Group plc | 60,000 | $3.1M | $3.12M | - | $16,240 | 0.52% | 0.0 |
| JYNT The Joint Corp. | 593,906 | $6.62M | $4.3M | - | -$2.32M | -35.04% | +0.555% |
| KMI Kinder Morgan Inc. | 139,731 | $3.96M | $4.74M | - | $787,384.18 | 19.9% | -1.409% |
| KR The Kroger Co. | 12,293 | $828,671.13 | $819,082.59 | - | -$9,588.54 | -1.16% | -0.21% |
| KRSP Rice Acquisition Corporation 3 Class A Ordinary Shares | 10,000 | $105,000 | $104,800 | - | -$200 | -0.19% | +0.479% |
| MCD McDonald's Corporation | 14,800 | $4.48M | $3.7M | - | -$780,916.12 | -17.44% | +0.547% |
| OC Owens Corning | 20,000 | $3.18M | $2.29M | - | -$888,600.2 | -27.95% | +0.263% |
| RRGB Red Robin Gourmet Burgers Inc. | 1.91M | $10.06M | $15.45M | - | $5.39M | 53.59% | -0.859% |
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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 Matthew Powalski?
The largest contributions to the portfolio's profits come from the following stocks: Kirby Corporation - $10.26M, Berkshire Hathaway Inc - $5.69M, Generac Holdings Inc - $4.2M, Markel Group Inc - $2.51M, and Tandy Leather Factory, Inc - $2.48M. 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: United Natural Foods Inc - $10.6M, Westwood Holdings Group, Inc - $4.55M, Jack in the Box Inc - $3.06M, The Wendy's Company - $2.62M, and Hilton Grand Vacations Inc - $2.37M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Powalski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.41M earned over time. The largest contributors to dividend income include Tandy Leather Factory, Inc - $1.97M, Westwood Holdings Group, Inc - $969,501.9, Fidelity National Financial, Inc - $944,733.7, Energy Transfer LP - $702,834.27, and Restaurant Brands International Inc - $672,090.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Powalski's monthly returns?
Matthew Powalski'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 Matthew Powalski's strategy be considered aggressive or moderate?
Matthew Powalski'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 Matthew Powalski's strategy?
Matthew Powalski'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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