Richard K. Oring Portfolio
Invests via New Century Financial Group, LLC | Managed by Richard K. Oring
Invests via New Century Financial Group, LLC
Managed by Richard K. Oring
Automatically Tracked
Richard K. Oring Profile
Veteran technology and growth investor focused on middle-market buyouts, operational value creation and board-level oversight. Richard K. Oring has held senior roles across PE and corporate development, with experience structuring leveraged transactions, driving margin expansion and executing strategic M&A. Known for hands-on portfolio management, capital allocation discipline and sourcing proprietary deals, he frequently leads governance and exit planning. Background blends operating and investment roles with emphasis on software and services sectors, appealing to institutional limited partners and strategic acquirers.
Veteran technology and growth investor focused on middle-market buyouts, operational value creation and board-level oversight. Richard K. Oring has held senior roles across PE and corporate development, with experience structuring leveraged transactions, driving margin expansion and executing strategic M&A. Known for hands-on portfolio management, capital allocation discipline and sourcing proprietary deals, he frequently leads governance and exit planning. Background blends operating and investment roles with emphasis on software and services sectors, appealing to institutional limited partners and strategic acquirers.
Investment Philosophy & Strategy
Focuses on middle-market technology and services buyouts, combining operational leadership with disciplined capital allocation to drive margin expansion and strategic M&A. Prefers control or influential minority investments where board-level oversight, active governance and hands-on operational improvement accelerate value creation. Underwrites deals for recurring-revenue software and scalable services, emphasizes cash flow resilience, EBITDA uplift and clear exit pathways. Time horizon is 3–7 years with leverage used selectively, prioritizing proprietary sourcing and alignment with institutional LPs and strategic acquirers.
Focuses on middle-market technology and services buyouts, combining operational leadership with disciplined capital allocation to drive margin expansion and strategic M&A. Prefers control or influential minority investments where board-level oversight, active governance and hands-on operational improvement accelerate value creation. Underwrites deals for recurring-revenue software and scalable services, emphasizes cash flow resilience, EBITDA uplift and clear exit pathways. Time horizon is 3–7 years with leverage used selectively, prioritizing proprietary sourcing and alignment with institutional LPs and strategic acquirers.
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:
28.9%
Gain -0.57%
Monthly
1.06%
Yearly
13.59%
Drawdown
10.4%
$0
Equity
Holdings
$0
Investment
$0
$32.44M
Profit -$470,815.25
Realized
$32.44M
Unrealized
$0
Dividends
$5.92M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$470,815.25
Win %
86%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$470,815.25
Win %
86%
This Month
Compared to last month
Gain
0.95%
Profit
$546,522.63
Win %
87%
This Year
Compared to last year
Gain
4.03%
Profit
$3.25M
Win %
71%
NVDA NVIDIA Corporation
+$2.52M
GOOGL Alphabet Inc
+$1.23M
C Citigroup Inc.
+$1.16M
AAPL Apple Inc.
+$1.1M
SPY SPDR S&P 500 ETF Trust
+$1.1M
IVV iShares Core S&P 500 ETF
+$1.04M
PSFF Pacer Swan SOS Fund of Funds
+$979,469.48
META Meta Platforms Inc Class A
+$927,540.15
LNC Lincoln National Corporation
+$761,224.26
JPM JPMorgan Chase & Co.
+$670,739.31
WMT Walmart Inc.
+$599,876.96
BRK-B Berkshire Hathaway Inc.
+$585,261.06
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+$549,066.94
AMZN Amazon.com Inc
+$541,404.37
MP MP Materials Corp.
+$520,952.92
V Visa Inc. Class A
+$519,214.96
HTUS Hull Tactical US ETF
+$507,678.19
FLS Flowserve Corporation
+$506,518.51
GLD SPDR Gold Shares
+$487,945.42
ACH Accendra Health, Inc.
+$419,239.83
ABBV AbbVie Inc.
+$410,575.78
ORCL Oracle Corporation
+$408,208.93
VO Vanguard Mid-Cap ETF
+$387,154.65
MRVL Marvell Technology, Inc.
+$382,466.29
AES AES Corporation
+$374,339.77
NOW ServiceNow, Inc.
+$364,521.96
DECK Deckers Outdoor Corporation
+$359,395.98
SPYG SPDR Portfolio S&P 500 Growth ETF
+$356,094.44
AGG iShares Core U.S. Aggregate Bond ETF
+$354,116.42
VYM Vanguard High Dividend Yield ETF
+$349,180.51
USMV iShares MSCI USA Min Vol Factor ETF
+$346,543.01
CCL Carnival Corporation Ltd.
+$344,921.44
CC Chemours Co.
+$340,446.46
MA Mastercard Incorporated
+$334,224.41
CENX Century Aluminum Company
+$330,178.14
CRBG Corebridge Financial Inc.
+$316,834.98
ANET
ANET
+$311,903.45
AXON Axon Enterprise, Inc.
+$311,769.11
EXPE Expedia Group, Inc.
+$309,150.85
AJG Arthur J. Gallagher & Co.
+$300,735.63
UBER Uber Technologies, Inc.
+$291,630.28
GM General Motors Company
+$286,246.68
XLK State Street Technology Select Sector SPDR ETF
+$275,039.7
CSTM Constellium SE
+$271,714.7
VZ Verizon Communications Inc.
+$269,149.58
VST Vistra Corp
+$259,350.57
SPMO Invesco S&P 500 Momentum ETF
+$248,452.67
CI The Cigna Group
+$247,108.58
PM Philip Morris International Inc.
+$246,138.43
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+$240,388.8
CSCO Cisco Systems, Inc.
+$236,672.53
CRM Salesforce Inc
+$235,596.13
IWY iShares Russell Top 200 Growth ETF
+$227,596.43
IEFA iShares Core MSCI EAFE ETF
+$222,538.52
GDDY Godaddy Inc.
+$214,242.66
ALLY Ally Financial Inc.
+$213,536.07
MU Micron Technology, Inc.
+$205,346.23
AVGO Broadcom Inc.
+$199,206.44
EXTR Extreme Networks, Inc.
+$198,455.3
NEM Newmont Corporation
+$197,644.64
MSFT Microsoft Corp.
+$195,879.9
T AT&T Inc.
+$192,424.75
WM Waste Management, Inc.
+$191,174.46
DFS Discover Financial Services
+$188,023.14
TJX The TJX Companies, Inc.
+$187,277.65
IJR iShares Core S&P Small-Cap ETF
+$185,061
AMP Ameriprise Financial, Inc.
+$180,925.94
KKR KKR & Co. Inc.
+$180,878.56
UNM Unum Group
+$178,001.4
HON Honeywell International Inc.
+$177,433.89
RCL Royal Caribbean Group
+$177,248.35
SCHG Schwab U.S. Large-Cap Growth ETF
+$175,620.44
RTX RTX Corporation
+$173,721.27
COWZ Pacer US Cash Cows 100 ETF
+$173,332.02
MDY SPDR S&P MidCap 400 ETF Trust
+$172,408.57
DY Dycom Industries Inc.
+$170,412.76
SPYV SPDR Portfolio S&P 500 Value ETF
+$168,387.03
IEF iShares 7-10 Year Treasury Bond ETF
+$167,680.25
FICO Fair Isaac Corporation
+$166,523.69
KO The Coca-Cola Company
+$166,283.53
MSI Motorola Solutions, Inc.
+$164,531.55
QUAL iShares MSCI USA Quality Factor ETF
+$164,044.36
EAT Brinker International Inc.
+$162,186.12
UPS United Parcel Service, Inc.
+$161,986.91
VTI VANGUARD TOTAL STOCK MKT ETF
+$155,634.69
VRSK Verisk Analytics Inc.
+$154,150.03
BKNG Booking Holdings Inc.
+$153,788.08
CB Chubb Limited
+$153,715.47
TFC Truist Financial Corporation
+$153,610.2
PRU Prudential Financial, Inc.
+$148,863.72
LEN Lennar Corporation
+$148,266.46
OI O-I Glass, Inc.
+$146,436.08
PGR Progressive Corporation
+$144,873.47
KFY Korn Ferry
+$144,560.94
CARG CarGurus, Inc.
+$136,928.25
LLY Eli Lilly and Company
+$136,517.15
PTNQ Pacer Trendpilot 100 ETF
+$133,777.85
ARGX argenx SE American Depositary Receipt
+$132,405.31
TMUS T-Mobile US, Inc.
+$132,226.41
VIG Vanguard Dividend Appreciation ETF
+$128,884.45
APO Apollo Global Management, Inc.
+$128,438.91
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+$125,626.42
VOO Vanguard S&P 500 ETF
+$124,397.12
BLK BlackRock, Inc.
+$119,370.76
EVR Evercore Inc.
+$118,381.1
NFLT Virtus Newfleet Multi-Sector Bond ETF
+$115,544.38
DTM Dt Midstream Inc.
+$114,799.71
TSLA Tesla, Inc.
+$113,830.25
SNA Snap-on Inc.
+$113,534.45
COST Costco Wholesale Corporation
+$113,325.6
MBB iShares MBS ETF
+$111,644.03
SNOW Snowflake Inc.
+$111,053.22
SDY SPDR S&P Dividend ETF
+$110,961.63
ALV Autoliv, Inc.
+$108,805.71
CW Curtiss-Wright Corporation
+$108,581.03
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$107,501.16
VRTX Vertex Pharmaceuticals Incorporated
+$105,929.73
GOOG Alphabet Inc
+$104,536.43
MSCI MSCI Inc.
+$103,878.06
WEC WEC Energy Group Inc.
+$100,797.05
PAYX Paychex Inc.
+$99,200.99
VB Vanguard Small-Cap ETF
+$98,885.79
MCO Moody's Corporation
+$98,181.84
ISRG Intuitive Surgical, Inc.
+$96,877.31
CVX Chevron Corporation
+$96,604.51
BLDR Builders FirstSource, Inc.
+$96,594.12
HUM Humana Inc.
+$94,932.96
CAKE The Cheesecake Factory Incorporated
+$91,810.23
GS The Goldman Sachs Group, Inc.
+$91,799.89
IVOO Vanguard S&P Mid-Cap 400 ETF
+$89,982.14
LNG Cheniere Energy Inc.
+$89,777.32
IWM iShares Russell 2000 ETF
+$88,770.81
BNDX Vanguard Total International Bond ETF
+$88,077.09
COF Capital One Financial Corporation
+$86,063.94
MELI MercadoLibre, Inc.
+$85,048.67
IWB iShares Russell 1000 ETF
+$83,706.12
SPDW SPDR Portfolio Developed World ex-US ETF
+$81,410.12
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+$81,188.31
ACN Accenture plc Class A
+$80,305.4
ESAB Esab Corporation
+$80,163.85
SNY Sanofi American Depositary Receipt
+$79,083.48
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+$79,023.12
ARKK ARK Innovation ETF Fund
+$77,645.88
PLTR Palantir Technologies Inc.
+$77,079.24
IJH iShares Core S&P Mid-Cap ETF
+$77,002.41
CEG Constellation Energy Corporation
+$76,325.64
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+$76,134.2
SBUX Starbucks Corporation
+$75,877.44
BRBR BellRing Brands Inc.
+$69,397.59
HD The Home Depot, Inc.
+$68,562.84
CAT Caterpillar Inc.
+$68,207.07
CDNS Cadence Design Systems, Inc.
+$65,580.37
SPEM SPDR Portfolio Emerging Markets ETF
+$64,124.72
DDOG Datadog, Inc. Class A Common Stock
+$63,571.38
AFL Aflac Inc.
+$62,301.5
VOD Vodafone Group Public Limited Company American Depositary Receipt
+$60,862.96
CCI Crown Castle Inc.
+$60,791.81
QQQM Invesco NASDAQ 100 ETF
+$56,994.62
BSV Vanguard Short-Term Bond ETF
+$56,912.44
ICE Intercontinental Exchange, Inc.
+$54,914.8
BUL Pacer US Cash Cows Growth ETF
+$54,203.93
KLAC KLA Corporation
+$53,937.17
PG Procter & Gamble Co
+$53,520.15
DT Dynatrace, Inc.
+$53,220.83
FISV Fiserv, Inc.
+$52,712.71
SPGI S&P Global Inc.
+$52,678.11
TRV The Travelers Companies, Inc.
+$52,344.2
DIN Dine Brands Global Inc.
+$51,876.92
EVRG Evergy Inc.
+$51,578
ILCB iShares Morningstar U.S. Equity ETF
+$50,721.66
SCHV Schwab U.S. Large-Cap Value ETF
+$50,649.8
CPRT Copart Inc.
+$49,879.49
VNQ Vanguard Real Estate ETF
+$49,260.21
ORLY O'Reilly Automotive Inc.
+$48,426.8
IWF iShares Russell 1000 Growth ETF
+$47,812.05
SNPS Synopsys, Inc.
+$47,447.88
VWO Vanguard FTSE Emerging Markets ETF
+$45,809.48
CAG Conagra Brands Inc.
+$45,676.57
VMBS Vanguard Mortgage-Backed Securities Fund
+$45,452.17
KVUE Kenvue Inc.
+$45,447.44
XLC Communication Services Select Sector SPDR Fund
+$45,256.02
IUSG iShares Core S&P U.S. Growth ETF
+$45,248
INTU Intuit Inc.
+$44,580.41
PFGC Performance Food Group Co.
+$44,381.4
USB U.S. Bancorp
+$43,645.41
ARES Ares Management Corporation
+$43,573.5
ABT Abbott Laboratories
+$43,273.97
AMGN Amgen Inc.
+$43,132.65
SHY iShares 1-3 Year Treasury Bond ETF
+$42,706.87
IUSV iShares Core S&P U.S. Value ETF
+$42,257.61
OKE ONEOK, Inc.
+$41,887.26
SCHW Charles Schwab Corporation
+$41,699.78
LAUR Laureate Education Inc.
+$41,243.21
NRG NRG Energy, Inc.
+$40,391.19
JCI Johnson Controls International plc
+$39,709
BAC Bank of America Corporation
+$39,552.09
RNG RingCentral Inc.
+$39,335.92
HYLB Xtrackers USD High Yield Corporate Bond ETF
+$39,271.58
HDB HDFC Bank Limited ADR
+$38,945.9
IYY iShares Dow Jones U.S. ETF
+$37,204.18
LH Labcorp Holdings Inc.
+$36,675.2
LUV Southwest Airlines Co.
+$36,570.17
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+$36,058.66
HLT Hilton Worldwide Holdings Inc.
+$35,932.57
HEFA iShares Currency Hedged MSCI EAFE ETF
+$35,807.85
IVE ISHARES S&P 500 VALUE ETF
+$35,545.75
WDAY Workday Inc.
+$35,252.04
MDLZ Mondelez International, Inc.
+$33,537.25
IT Gartner Inc.
+$33,361.61
NFLX Netflix, Inc.
+$33,258.2
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+$32,757.94
CGDV Capital Group Dividend Value ETF
+$31,818.36
SPAB SPDR Portfolio Aggregate Bond ETF
+$31,573.95
BNY BlackRock New York Municipal Income Trust
+$30,855.02
MMS Maximus Inc.
+$30,652.8
VHT Vanguard Health Care ETF
+$29,629.63
IWN iShares Russell 2000 Value ETF
+$29,349.54
MTUM iShares MSCI USA Momentum Factor ETF
+$29,266.57
AZN
AZN
+$28,565.19
ANGL VanEck Fallen Angel High Yield Bond ETF
+$28,000.79
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+$27,746.13
MDT Medtronic plc
+$27,692.81
MGNI Magnite, Inc.
+$26,982.55
JEPI JPMorgan Equity Premium Income Fund
+$26,585.59
SHW The Sherwin-Williams Company
+$26,295.83
BLV Vanguard Long-Term Bond ETF
+$26,097.15
XLF Financial Select Sector SPDR Fund
+$26,003.2
BND Vanguard Total Bond Market Index Fund
+$25,087.34
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+$24,856.73
ALC Alcon Inc.
+$24,261.64
EA Electronic Arts Inc.
+$23,980.02
SRLN SPDR Blackstone Senior Loan ETF
+$23,862.76
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$23,060.53
DUK Duke Energy Corporation
+$22,983.73
GLPI Gaming and Leisure Properties, Inc.
+$22,837.41
ITOT iShares Core S&P Total U.S. Stock Market ETF
+$22,720.41
PANW Palo Alto Networks, Inc.
+$22,434.79
JAAA Janus Henderson AAA CLO ETF
+$22,300.69
TOTL SPDR DoubleLine Total Return Tactical ETF
+$20,922.22
UNP Union Pacific Corporation
+$20,916.51
SGOV iShares 0-3 Month Treasury Bond ETF
+$20,672.35
QQQ Invesco QQQ Trust, Series 1
+$20,339.6
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+$20,006.14
IEI iShares 3-7 Year Treasury Bond ETF
+$19,556.88
NWS News Corporation
+$19,421.82
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+$19,391.74
LMT Lockheed Martin Corporation
+$18,913.82
ITW Illinois Tool Works Inc.
+$18,736.78
MDYV SPDR S&P 400 Mid Cap Value ETF
+$18,690.69
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
+$17,781.32
ECL Ecolab Inc.
+$17,499
JKHY Jack Henry & Associates, Inc.
+$16,969.91
FDL First Trust Morningstar Dividend Leaders Index Fund
+$16,699.5
RSP Invesco S&P 500 Equal Weight ETF
+$16,642
IWP iShares Russell Mid-Cap Growth ETF
+$16,547.7
GCC WisdomTree Enhanced Commodity Strategy Fund
+$16,463.68
DE Deere & Company
+$16,403.65
CE Celanese Corporation
+$16,358.72
IR Ingersoll Rand Inc.
+$16,231.63
GES Guess?, Inc.
+$15,740.4
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+$15,290.73
VXUS Vanguard Total International Stock Index Fund Investor Shares
+$15,253.45
TSMWF Taiwan Semiconductor Manufacturing Company Limited
+$15,200.69
VCSH Vanguard Short-Term Corporate Bond ETF
+$14,950.05
VGSH Vanguard Short-Term Treasury Fund
+$14,637.57
IUSB iShares Core Universal USD Bond ETF
+$14,630.51
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+$14,490
PKG Packaging Corporation of America
+$14,198.17
CRS Carpenter Technology Corporation
+$13,877.79
BKHY BNY Mellon High Yield ETF
+$13,815.27
PFE Pfizer Inc.
+$13,687.15
LHX L3Harris Technologies, Inc.
+$13,620.48
MRSH Marsh & McLennan Companies, Inc.
+$13,546.39
MOAT VanEck Morningstar Wide Moat Fund
+$13,545.72
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+$12,752.82
VNLA Janus Henderson Short Duration Income ETF
+$12,630.55
VLTO Veralto Corporation
+$12,607.94
VXF Vanguard Extended Market ETF
+$12,571.35
DOX Amdocs Limited
+$12,298.52
VEU Vanguard FTSE All-World ex-US ETF
+$11,932.84
PDCO Patterson Companies Inc.
+$11,704.16
TIP iShares TIPS Bond ETF
+$11,485.12
INVZ Innoviz Technologies Ltd.
+$10,869
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+$10,868.09
FTSL First Trust Senior Loan ETF
+$9,572.77
TXN Texas Instruments Inc
+$8,988.8
NOC Northrop Grumman Corporation
+$8,844.18
SCHD Schwab U.S. Dividend Equity ETF
+$8,667.18
BUFZ FT Vest Laddered Moderate Buffer Fund
+$8,557.22
JMBS Janus Henderson Mortgage-Backed Securities ETF
+$8,185.28
GPS Gap Inc-The
+$8,135.25
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+$7,862.79
SYK Stryker Corporation
+$7,058.8
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+$5,943.14
HIGH Simplify Enhanced Income ETF
+$5,919.99
FMC FMC Corporation
+$5,764.08
GSY Invesco Ultra Short Duration ETF
+$5,421.82
NYF iShares New York Muni Bond ETF
+$5,029.21
CMG Chipotle Mexican Grill, Inc.
+$4,815.21
EBAY eBay Inc.
+$4,803.3
HNDL NASDAQ 7 Handl Index ETF
+$4,701.31
PLD Prologis Inc.
+$4,653.48
EOG EOG Resources, Inc.
+$4,507.36
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+$4,318.81
PYLD PIMCO Multisector Bond Active ETF
+$4,121.73
IRDM Iridium Communications Inc.
+$3,966.39
IJJ iShares S&P Mid-Cap 400 Value ETF
+$3,732.31
ADI Analog Devices, Inc.
+$3,542
AMD Advanced Micro Devices, Inc.
+$2,840.59
IEMG iShares Core MSCI Emerging Markets ETF
+$2,195.45
VGT Vanguard Information Technology ETF
+$2,145.62
ROBO ROBO Global Robotics & Automation Index ETF
+$1,570.84
GCOW Pacer Global Cash Cows Dividend ETF
+$738.49
SMMU PIMCO Short Term Municipal Bond Active ETF
+$644.1
IJS iShares S&P Small-Cap 600 Value ETF
+$520.75
CTM Castellum Inc.
+$480
PHM PulteGroup Inc.
+$264.7
CDNMF EGR Exploration Ltd.
+$163.6
REGN Regeneron Pharmaceuticals, Inc.
+$33.98
SKX Skechers USA Inc.
$0
UL
UL
$0
MGA Magna International Inc.
-$547,636.85
ADBE Adobe Inc.
-$287,728.72
UNH UnitedHealth Group Incorporated
-$284,234.22
AEO American Eagle Outfitters, Inc.
-$271,158.95
UPBD Upbound Group, Inc.
-$266,681.55
SQ Block, Inc.
-$266,332.87
BMY Bristol-Myers Squibb Company
-$254,911.21
TAP Molson Coors Beverage Company
-$254,149.65
GNRC Generac Holdings Inc.
-$236,568
BAX Baxter International Inc.
-$218,011.1
PEP PepsiCo, Inc.
-$204,937.8
XRAY Dentsply Sirona Inc.
-$201,707.54
PAGS PagSeguro Digital Ltd.
-$175,073
SMCI Super Micro Computer Inc
-$169,239
BBWI Bath & Body Works, Inc.
-$143,708.08
NXT Nextracker Inc.
-$130,436.92
MCHP Microchip Technology Incorporated
-$129,594.94
MRK Merck & Co., Inc.
-$127,719.96
WST West Pharmaceutical Services, Inc.
-$119,265.48
M Macy's Inc.
-$115,677.94
UPWK Upwork Inc.
-$106,921.15
TMO Thermo Fisher Scientific Inc.
-$103,882.38
SLB Schlumberger Limited
-$103,392.34
XMMO Invesco S&P MidCap Momentum ETF
-$100,346.87
LRCX Lam Research Corporation
-$83,762
NXPI NXP Semiconductors N.V.
-$82,866.33
JBHT J.B. Hunt Transport Services, Inc.
-$76,608.64
INTC Intel Corporation
-$74,960.04
FCX Freeport-McMoRan Inc.
-$70,709.02
PYPL PayPal Holdings Inc
-$69,911
QCOM QUALCOMM Incorporated
-$69,760.22
PSX Phillips 66
-$68,468.8
ANET Arista Networks, Inc.
-$67,563.88
DELL Dell Technologies Inc.
-$62,524.26
EPAM Epam Systems Inc.
-$61,942.16
DXCM DexCom, Inc.
-$56,691.43
JAZZ Jazz Pharmaceuticals plc
-$56,344
STNE StoneCo Ltd.
-$54,000.02
TRU TransUnion
-$53,553.03
CSGP CoStar Group, Inc.
-$52,737.93
RPRX Royalty Pharma plc
-$52,074.56
JNJ Johnson & Johnson
-$49,043.83
LPX Louisiana-Pacific Corporation
-$44,357.68
SMH VanEck Semiconductor ETF
-$43,167.93
NKE Nike, Inc. - Class B
-$42,915.7
BMRN Biomarin Pharmaceutical Inc.
-$42,875.75
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-$40,606.3
TEAM Atlassian Corporation Class A
-$40,584.74
NVO Novo Nordisk A/S Sponsored ADR
-$40,056.24
AMAT Applied Materials, Inc.
-$39,166.08
GEN Gen Digital Inc.
-$38,788.17
COP ConocoPhillips
-$37,994.74
SBAC SBA Communications Corporation
-$36,280.2
LBTYK Liberty Global plc
-$36,076.75
GLW Corning Incorporated
-$33,644.16
HDV iShares Core High Dividend ETF
-$32,942.14
VLO Valero Energy Corporation
-$31,803.16
CSX CSX Corporation
-$31,803.12
XOM Exxon Mobil Corporation
-$31,707.51
LDOS Leidos Holdings Inc.
-$30,642.7
ADSK Autodesk, Inc.
-$30,421.6
MDB MongoDB Inc.
-$27,966.89
IDXX IDEXX Laboratories, Inc.
-$27,069.34
CTAS Cintas Corporation
-$24,791.9
IRM Iron Mountain Inc.
-$24,696.95
SPTL SPDR Portfolio Long Term Treasury ETF
-$24,668.42
TLT iShares 20+ Year Treasury Bond ETF
-$24,158.27
XLE Energy Select Sector SPDR Fund
-$23,704.27
MPWR Monolithic Power Systems, Inc.
-$23,280.16
ABNB Airbnb, Inc.
-$21,910.14
IWX iShares Russell Top 200 Value ETF
-$21,818.28
NEE NextEra Energy, Inc.
-$21,181.25
AMT American Tower Corporation
-$20,988.23
LH
LH
-$20,485.52
CTSH Cognizant Technology Solutions Corporation
-$19,830.28
CARR Carrier Global Corporation
-$19,361.4
JLL Jones Lang LaSalle Inc.
-$18,282.45
MDYG SPDR S&P 400 Mid Cap Growth ETF
-$17,413.18
EFA iShares MSCI EAFE ETF
-$17,303.5
HRL Hormel Foods Corporation
-$16,723.3
XMHQ Invesco S&P MidCap Quality ETF
-$16,041.7
HSY The Hershey Company
-$16,039.29
FVD First Trust Value Line Dividend Index Fund
-$14,269.37
FTV Fortive Corporation
-$13,801.27
FTC First Trust Large Cap Growth Fund
-$13,287.26
DYNF iShares U.S. Equity Factor Rotation Active ETF
-$11,949.2
FIXD First Trust TCW Opportunistic Fixed Income Fund
-$11,845.6
STZ Constellation Brands, Inc.
-$11,364.84
DGRO iShares Core Dividend Growth ETF
-$10,512.27
MCD McDonald's Corporation
-$10,359.25
KBR KBR Inc.
-$10,220.24
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-$9,080.31
TEX Terex Corporation
-$8,822.96
EW Edwards Lifesciences Corporation
-$8,508.38
MCK McKesson Corporation
-$8,489.53
SPLV Invesco S&P 500 Low Volatility ETF
-$8,163.09
FDX FedEx Corporation
-$7,495.74
STLD Steel Dynamics Inc.
-$6,501.92
MUB iShares National Muni Bond ETF
-$6,165.19
BX Blackstone Inc.
-$6,073.72
CGDG Capital Group Dividend Growers ETF
-$5,989.83
F Ford Motor Company
-$5,635.45
VV Vanguard Large-Cap Index Fund ETF Shares
-$4,252.26
BUFR FT Vestladder Buffer ETF-USD I
-$4,181.59
AVLV Avantis U.S. Large Cap Value ETF
-$3,288.85
DHR Danaher Corporation
-$3,112.16
THO Thor Industries Inc.
-$2,362.76
CBRE CBRE Group Inc.
-$2,021.76
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
-$1,877.88
IWD iShares Russell 1000 Value ETF
-$1,876.24
IJK iShares S&P Mid-Cap 400 Growth ETF
-$1,650.91
EXR Extra Space Storage Inc.
-$1,464.75
NVS Novartis AG Sponsored ADR
-$1,092.05
HSIC Henry Schein, Inc.
-$751.4
AIG American International Group Inc.
-$705.38
CGMU Capital Group Municipal Income ETF
-$483.12
GVI iShares Intermediate Government Bond ETF
-$365.9
VUG Vanguard Growth ETF
-$92.64
Events
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Dividends
Dividend Analysis
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| Trades 1498 | Longs Won 955/1498 63% | Profit Factor 3.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $77,097.59 |
| Average Win $43,450.32 | Best Trade (Mar 31) $996,354.45 | Sharpe Ratio -8.71 |
| Average Loss -$19,313.87 | Worst Trade (Dec 30) -$416,095.51 | Z-Score -7.15 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $21,654.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Richard K. Oring?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.52M, Alphabet Inc - $1.23M, Citigroup Inc - $1.16M, Apple Inc - $1.1M, and SPDR S&P 500 ETF Trust - $1.1M. 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: Magna International Inc - $547,636.85, Adobe Inc - $287,728.72, UnitedHealth Group Incorporated - $284,234.22, American Eagle Outfitters, Inc - $271,158.95, and Upbound Group, Inc - $266,681.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard K. Oring's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.92M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $319,622.64, Chevron Corporation - $153,175.93, Lincoln National Corporation - $140,380.65, iShares Core S&P 500 ETF - $114,688.35, and iShares MBS ETF - $112,609.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard K. Oring's monthly returns?
Richard K. Oring's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Richard K. Oring's strategy be considered aggressive or moderate?
It is difficult to clearly classify Richard K. Oring's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Richard K. Oring's strategy?
It is difficult to determine whether Richard K. Oring's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
