PR
Patrick Ross Portfolio
Invests via Ross/Johnson & Associates LLC | Managed by Patrick Terrence Ross, Corey Timothy Ross, Matthew Gary Voigtlander, Eric William Marquardt, Samuel Patrick Ross
Invests via Ross/Johnson & Associates LLC
Managed by Patrick Terrence Ross, Corey Timothy Ross, Matthew Gary Voigtlander, Eric William Marquardt, Samuel Patrick Ross
Automatically Tracked
Seasoned entrepreneur and investor focused on early-stage software and fintech businesses, with operating experience scaling SaaS companies through commercial growth and exits. Patrick Ross combines founder-CEO experience with active angel and seed-stage investing, often leading rounds and serving on boards to advise go-to-market, product strategy and fundraising. Market-oriented, sector-focused on cloud infrastructure, payments and enterprise software.
Seasoned entrepreneur and investor focused on early-stage software and fintech businesses, with operating experience scaling SaaS companies through commercial growth and exits. Patrick Ross combines founder-CEO experience with active angel and seed-stage investing, often leading rounds and serving on boards to advise go-to-market, product strategy and fundraising. Market-oriented, sector-focused on cloud infrastructure, payments and enterprise software.
Investment Philosophy & Strategy
Combines founder-led perspective with a growth-oriented, sector-focused investment approach targeting early-stage SaaS, cloud infrastructure, payments, and fintech. Prioritizes companies with repeatable go-to-market motion, clear unit economics and defensible product-market fit. Prefers leading seed/angel rounds to shape strategy, board governance, and fundraising cadence. Capital allocation tilts toward hands-on support for commercial scaling, recruiting and pricing execution, with a multi-year horizon, disciplined follow-on reserves, and pragmatic risk management emphasizing capital efficiency.
Combines founder-led perspective with a growth-oriented, sector-focused investment approach targeting early-stage SaaS, cloud infrastructure, payments, and fintech. Prioritizes companies with repeatable go-to-market motion, clear unit economics and defensible product-market fit. Prefers leading seed/angel rounds to shape strategy, board governance, and fundraising cadence. Capital allocation tilts toward hands-on support for commercial scaling, recruiting and pricing execution, with a multi-year horizon, disciplined follow-on reserves, and pragmatic risk management emphasizing capital efficiency.
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:
7.49%
Gain -4.47%
Monthly
0.36%
Yearly
4.43%
Drawdown
18.03%
$6.26M
Equity
Holdings
$6.26M
Investment
$6.01M
$369,011.65
Profit -$211,774
Realized
$119,088.4
Unrealized
$249,923.25
Dividends
$129,928
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.47%
Profit
-$211,774
Win %
65%
This Week
Compared To Last Week
Gain
-3.26%
Profit
-$211,774
Win %
65%
This Month
Compared to last month
Gain
-0.96%
Profit
-$60,620.33
Win %
65%
This Year
Compared to last year
Gain
-1.55%
Profit
-$98,841.61
Win %
62%
RDDT Reddit Inc Class A
+12.63%
+$39.94 
AMD Advanced Micro Devices, Inc.
+6.5%
+$62.76 
FOXA Fox Corporation
+5.49%
+$7.18 
NRG NRG Energy, Inc.
+5.42%
+$6.49 
ELAN Elanco Animal Health Incorporated
+5.15%
+$103.24 
HAL Halliburton Company
+4.81%
+$23.7 
GLW Corning Incorporated
+4.7%
+$447 
LOAR Loar Holdings Inc.
+4.62%
+$3.42 
NVEC Nve Corp.
+4.23%
+$44.28 
VICR Vicor Corporation
+3.57%
+$2,243.7 
F Ford Motor Company
+3.46%
+$7.68 
DVN Devon Energy Corporation
+3.29%
+$8.76 
SLB Schlumberger Limited
+3.29%
+$32.49 
TSN Tyson Foods Inc.
+3.16%
+$1.78 
NEM Newmont Corporation
+3.13%
+$7.14 
ENS EnerSys
+3.05%
+$6.02 
SARO StandardAero, Inc.
+2.88%
+$3.12 
CVNA Carvana Co.
+2.56%
+$9.45 
KRMN Karman Holdings Inc.
+2.5%
+$1.51 
SOLV Solventum Corporation
+2.46%
+$8.52 
ALSN Allison Transmission Holdings Inc.
+2.4%
+$2.95 
VRT Vertiv Holdings Co
+2.36%
+$6.77 
MU Micron Technology, Inc.
+2.3%
+$21.83 
CVS CVS Health Corporation
+2.28%
+$13.02 
HWM Howmet Aerospace Inc.
+2.25%
+$19.08 
TXN Texas Instruments Inc
+2.25%
+$24.6 
LYB LyondellBasell Industries N.V.
+2.18%
+$4.08 
CNC Centene Corporation
+2.17%
+$1.43 
ADI Analog Devices, Inc.
+2.16%
+$16.44 
GE General Electric Company
+2.15%
+$7.74 
AM Antero Midstream Corporation
+2.13%
+$3.76 
CHRD Chord Energy Corp
+2.13%
+$5.72 
MSM MSC Industrial Direct Co., Inc.
+2.09%
+$5.06 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$6.39 
DINO HF Sinclair Corporation
+1.96%
+$12.6 
DIS The Walt Disney Company
+1.96%
+$41 
AGCO AGCO Corporation
+1.89%
+$1.88 
LEA Lear Corporation
+1.88%
+$2.31 
COP ConocoPhillips
+1.81%
+$13.56 
PYPL PayPal Holdings Inc
+1.77%
+$3.21 
CAH Cardinal Health Inc.
+1.7%
+$3.93 
CRS Carpenter Technology Corporation
+1.68%
+$9.02 
LFUS Littelfuse Inc.
+1.68%
+$75.7 
TKR Timken Co.
+1.68%
+$2.2 
SNX TD Synnex Corporation
+1.63%
+$4.16 
BHE Benchmark Electronics Inc.
+1.56%
+$3,162.6 
TAP Molson Coors Beverage Company
+1.54%
+$0.65 
FLEX Flex Ltd.
+1.5%
+$3.72 
CAG Conagra Brands Inc.
+1.49%
+$0.69 
BF-B Brown-Forman Corporation
+1.39%
+$1.17 
ON ON Semiconductor Corporation
+1.35%
+$3.3 
EXPE Expedia Group, Inc.
+1.33%
+$4.38 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$6.44 
T AT&T Inc.
+1.26%
+$8.37 
EXEL Exelixis Inc.
+1.25%
+$1.89 
VVV Valvoline Inc.
+1.24%
+$1.68 
COR Cencora, Inc.
+1.23%
+$3.81 
FE FirstEnergy Corp.
+1.22%
+$34.2 
VTRS Viatris Inc.
+1.19%
+$1.71 
VST Vistra Corp
+1.18%
+$1.73 
APA APA Corporation
+1.18%
+$1.41 
CTVA Corteva Inc.
+1.17%
+$2.67 
BWA BorgWarner Inc.
+1.16%
+$1.58 
CVX Chevron Corporation
+1.16%
+$48.3 
SYF Synchrony Financial
+1.15%
+$0.92 
OHI Omega Healthcare Investors Inc.
+1.13%
+$0.52 
RTX RTX Corporation
+1.13%
+$12.45 
TXT Textron Inc.
+1.09%
+$2.88 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$59.4 
RDN Radian Group Inc.
+1.06%
+$0.39 
SLM SLM Corporation
+1.04%
+$0.58 
MTG MGIC Investment Corporation
+1.04%
+$0.64 
OGE Oge Energy Corp.
+1.02%
+$3.84 
U Unity Software Inc.
+1%
+$3.68 
STT State Street Corp
+1%
+$7.56 
DG Dollar General Corporation
+0.98%
+$1.2 
MO Altria Group, Inc.
+0.95%
+$1.86 
LIN Linde plc
+0.95%
+$4.54 
XOM Exxon Mobil Corporation
+0.94%
+$17.88 
SCHW Charles Schwab Corporation
+0.94%
+$45.32 
FHI Federated Hermes Inc.
+0.91%
+$0.58 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$5.54 
CFR Cullen/Frost Bankers Inc.
+0.88%
+$16.39 
CNP CenterPoint Energy Inc.
+0.86%
+$3.85 
BG Bunge Global S.A.
+0.85%
+$0.96 
CMS CMS Energy Corporation
+0.85%
+$3.6 
FIBK First Interstate Bancsystem Inc.
+0.85%
+$7.92 
CFG Citizens Financial Group, Inc.
+0.84%
+$0.62 
ZION Zions Bancorporation, National Association
+0.82%
+$0.59 
LSTR Landstar System Inc.
+0.82%
+$3.1 
APH Amphenol Corporation
+0.82%
+$10.88 
NVT nVent Electric plc
+0.81%
+$42.78 
TTMI TTM Technologies, Inc.
+0.81%
+$570.08 
WFC Wells Fargo & Company
+0.81%
+$785.26 
AIG American International Group Inc.
+0.8%
+$1.22 
AMT American Tower Corporation
+0.8%
+$1.39 
HBAN Huntington Bancshares Incorporated
+0.79%
+$4.06 
PM Philip Morris International Inc.
+0.78%
+$5.92 
FHN First Horizon Corporation
+0.77%
+$0.8 
MDT Medtronic plc
+0.76%
+$164.22 
NWSA News Corporation
+0.76%
+$0.22 
RF Regions Financial Corporation
+0.76%
+$1.68 
GIS General Mills, Inc.
+0.74%
+$6.96 
RBLX Roblox Corporation
+0.74%
+$0.84 
NCNO nCino, Inc.
+0.73%
+$0.15 
TW Tradeweb Markets Inc.
+0.72%
+$0.76 
ALLY Ally Financial Inc.
+0.69%
+$0.62 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$1.77 
UNM Unum Group
+0.68%
+$0.63 
TSLA Tesla, Inc.
+0.68%
+$1,314.39 
ALNY Alnylam Pharmaceuticals Inc
+0.67%
+$1.53 
UNH UnitedHealth Group Incorporated
+0.67%
+$539.34 
HST Host Hotels & Resorts Inc.
+0.66%
+$0.45 
CBRE CBRE Group Inc.
+0.64%
+$0.97 
EQT EQT Corporation
+0.63%
+$0.68 
H Hyatt Hotels Corporation
+0.63%
+$2.26 
BAC Bank of America Corporation
+0.62%
+$47.2 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$3.96 
EME EMCOR Group, Inc.
+0.61%
+$5.06 
QCOM QUALCOMM Incorporated
+0.61%
+$23 
WCC Wesco International Inc.
+0.59%
+$2.14 
ALGM Allegro MicroSystems, Inc.
+0.59%
+$0.52 
BA Boeing Company
+0.58%
+$134 
ALV Autoliv, Inc.
+0.58%
+$0.7 
LNT Alliant Energy Corporation
+0.57%
+$2.4 
ATI ATI Inc.
+0.56%
+$1.26 
CCK Crown Holdings Inc.
+0.55%
+$0.65 
EQH Equitable Holdings, Inc.
+0.55%
+$2.03 
VZ Verizon Communications Inc.
+0.54%
+$1.82 
ASB Associated Banc-Corp
+0.53%
+$8.33 
TT Trane Technologies plc
+0.53%
+$2.51 
IWM iShares Russell 2000 ETF
+0.52%
+$365.7 
KHC The Kraft Heinz Company
+0.51%
+$0.13 
NFG National Fuel Gas Company
+0.5%
+$0.41 
CRBG Corebridge Financial Inc.
+0.5%
+$0.34 
ASH Ashland Inc.
+0.49%
+$0.72 
AN AutoNation Inc.
+0.48%
+$1 
GM General Motors Company
+0.44%
+$3.42 
VOYA Voya Financial Inc.
+0.43%
+$0.44 
C Citigroup Inc.
+0.43%
+$3 
PSX Phillips 66
+0.43%
+$1 
EMN Eastman Chemical Company
+0.41%
+$0.9 
USB U.S. Bancorp
+0.38%
+$8 
ADM Archer-Daniels-Midland Co
+0.37%
+$0.3 
ALL Allstate Corporation
+0.36%
+$0.93 
OSK Oshkosh Corporation
+0.35%
+$0.54 
DASH DoorDash, Inc.
+0.35%
+$1.52 
PGR Progressive Corporation
+0.35%
+$1.46 
KO The Coca-Cola Company
+0.33%
+$2.61 
CDNS Cadence Design Systems, Inc.
+0.32%
+$1.05 
TECH Bio-Techne Corporation
+0.32%
+$14.49 
UGI UGI Corporation
+0.31%
+$0.22 
PRU Prudential Financial, Inc.
+0.3%
+$1.14 
MNST Monster Beverage Corporation
+0.3%
+$0.28 
R Ryder System Inc.
+0.3%
+$0.79 
AFL Aflac Inc.
+0.29%
+$0.35 
L Loews Corporation
+0.28%
+$1.24 
BSX Boston Scientific Corporation
+0.27%
+$0.56 
ADT ADT Inc.
+0.27%
+$0.18 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$18.48 
DCI Donaldson Company, Inc.
+0.25%
+$18.72 
CAT Caterpillar Inc.
+0.23%
+$1.97 
TTEK Tetra Tech, Inc.
+0.22%
+$0.08 
AAPL Apple Inc.
+0.22%
+$16.08 
MRK Merck & Co., Inc.
+0.21%
+$8.41 
MCD McDonald's Corporation
+0.21%
+$1.16 
ORI Old Republic International Corp.
+0.21%
+$0.09 
NEE NextEra Energy, Inc.
+0.21%
+$0.72 
TFC Truist Financial Corporation
+0.21%
+$0.22 
FITB Fifth Third Bancorp
+0.21%
+$0.84 
VTV Vanguard Value ETF
+0.2%
+$39.56 
PG Procter & Gamble Co
+0.2%
+$1.74 
DOV Dover Corporation
+0.2%
+$0.82 
MET MetLife Inc.
+0.2%
+$0.19 
ES Eversource Energy
+0.19%
+$0.14 
TDC Teradata Corporation
+0.18%
+$0.05 
AEP American Electric Power Company, Inc.
+0.17%
+$0.22 
ROST Ross Stores, Inc.
+0.16%
+$0.4 
ACI Albertsons Companies, Inc.
+0.16%
+$0.04 
GILD Gilead Sciences Inc.
+0.16%
+$0.66 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$1.05 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$10.26 
PEG Public Service Enterprise Group Incorporated
+0.14%
+$0.11 
SOLS Sollensys Corp
+0.13%
+$0.56 
MDLZ Mondelez International, Inc.
+0.13%
+$0.16 
PEP PepsiCo, Inc.
+0.12%
+$0.17 
LOW Lowe's Companies Inc.
+0.12%
+$50.5 
INGR Ingredion Inc.
+0.1%
+$0.2 
UBER Uber Technologies, Inc.
+0.09%
+$0.21 
AFRM Affirm Holdings, Inc.
+0.04%
+$0.09 
WTFC Wintrust Financial Corporation
+0.01%
+$0.06 
BEN Franklin Resources Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
MMM 3M Company
0%
$0 
OGN Organon & Co.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$223.47 
KD Kyndryl Holdings Inc.
-5.52%
-$10.01 
QDEL QuidelOrtho Corporation
-5.24%
-$0.79 
AMAT Applied Materials, Inc.
-5.12%
-$82.08 
NET Cloudflare Inc.
-4.55%
-$15.05 
DBX Dropbox Inc.
-4.2%
-$4.53 
PATH Uipath Inc.
-4.02%
-$2.01 
HOOD Robinhood Markets, Inc.
-3.83%
-$7.62 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$34.32 
HPQ HP Inc.
-3.8%
-$7.14 
GPK Graphic Packaging Holding Company
-3.72%
-$0.44 
GEN Gen Digital Inc.
-3.69%
-$3.27 
DXC Dxc Technology Co.
-3.66%
-$4.92 
ORCL Oracle Corporation
-3.65%
-$17.1 
BX Blackstone Inc.
-3.61%
-$10.78 
ZM Zoom Video Communications, Inc.
-3.53%
-$3.88 
COIN Coinbase Global, Inc.
-3.53%
-$5.43 
WHR Whirlpool Corporation
-3.45%
-$1.48 
LCID Lucid Group, Inc.
-3.42%
-$0.22 
FTNT Fortinet Inc.
-3.28%
-$5.43 
ALK Alaska Air Group Inc.
-3.24%
-$3.08 
S SentinelOne Inc.
-3.06%
-$0.73 
PANW Palo Alto Networks, Inc.
-2.96%
-$23.46 
TTD The Trade Desk, Inc. Class A
-2.88%
-$1.26 
PLTR Palantir Technologies Inc.
-2.78%
-$34.79 
FIS Fidelity National Information Services, Inc.
-2.74%
-$4.84 
ZTS Zoetis Inc.
-2.7%
-$6.15 
PAYX Paychex Inc.
-2.69%
-$13.52 
SHOP Shopify Inc.
-2.66%
-$12.63 
CRM Salesforce Inc
-2.56%
-$15.48 
SNOW Snowflake Inc.
-2.51%
-$8.46 
ADSK Autodesk, Inc.
-2.44%
-$6.3 
LLY Eli Lilly and Company
-2.38%
-$490.28 
FIVN Five9 Inc.
-2.37%
-$4.8 
ANET Arista Networks, Inc.
-2.36%
-$38.4 
FTRE Fortrea Holdings Inc.
-2.3%
-$0.82 
BLMN Bloomin' Brands Inc.
-2.22%
-$0.72 
DAL Delta Air Lines, Inc.
-2.15%
-$13.72 
CCC CCC Intelligent Solutions Holdings Inc.
-2.11%
-$0.45 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$10.69 
ABVX Abivax SA ADR
-2.05%
-$2.49 
CRDF Cardiff Oncology Inc.
-2.04%
-$0.02 
HONA Honeywell Aerospace Inc.
-2.03%
-$58.65 
FISV Fiserv, Inc.
-2%
-$45.51 
INTC Intel Corporation
-1.97%
-$18.54 
JBL Jabil Inc.
-1.96%
-$7.26 
DXCM DexCom, Inc.
-1.89%
-$5.19 
GPN Global Payments Inc.
-1.88%
-$1.78 
KRC Kilroy Realty Corporation
-1.86%
-$0.69 
HPE Hewlett Packard Enterprise Company
-1.86%
-$4.44 
GSK GSK plc Sponsored ADR
-1.84%
-$22.32 
STLD Steel Dynamics Inc.
-1.83%
-$9.52 
SRPT Sarepta Therapeutics Inc.
-1.74%
-$1.28 
HCA HCA Healthcare Inc.
-1.72%
-$7.06 
BMRN Biomarin Pharmaceutical Inc.
-1.71%
-$1.17 
VNO Vornado Realty Trust
-1.69%
-$1.34 
EVR Evercore Inc.
-1.62%
-$5.05 
CSCO Cisco Systems, Inc.
-1.58%
-$1,815.06 
LBRDK Liberty Broadband Corporation
-1.41%
-$1.04 
FDX FedEx Corporation
-1.39%
-$4.71 
LRCX Lam Research Corporation
-1.38%
-$4.65 
EBAY eBay Inc.
-1.38%
-$5.76 
JEF Jefferies Financial Group Inc.
-1.29%
-$2.16 
RHI Robert Half Inc.
-1.28%
-$1.68 
BMY Bristol-Myers Squibb Company
-1.27%
-$8.2 
NKE Nike, Inc. - Class B
-1.21%
-$3.5 
KNX Knight-Swift Transportation Holdings Inc.
-1.2%
-$4.4 
BAH Booz Allen Hamilton Holding Corporation
-1.2%
-$0.94 
IBM International Business Machines Corporation
-1.19%
-$197.4 
ADP Automatic Data Processing Inc.
-1.18%
-$3.27 
BAX Baxter International Inc.
-1.18%
-$6.72 
TJX The TJX Companies, Inc.
-1.1%
-$6.8 
MLI Mueller Industries Inc.
-1.08%
-$1.44 
PNR Pentair plc
-1.06%
-$21.3 
EW Edwards Lifesciences Corporation
-1.04%
-$2.88 
HSY The Hershey Company
-1.02%
-$13.3 
UPS United Parcel Service, Inc.
-0.98%
-$13.52 
ETSY Etsy Inc.
-0.95%
-$0.77 
KR Kroger Co.
-0.94%
-$3.24 
AMZN Amazon.com Inc
-0.94%
-$44.64 
SPGI S&P Global Inc.
-0.92%
-$3.87 
ACN Accenture plc Class A
-0.9%
-$1.6 
META Meta Platforms Inc Class A
-0.86%
-$20.48 
SPG Simon Property Group, Inc.
-0.85%
-$3.78 
HD The Home Depot, Inc.
-0.83%
-$2.84 
PFG Principal Financial Group, Inc.
-0.83%
-$32.3 
LEN Lennar Corporation
-0.81%
-$0.71 
UAL United Airlines Holdings, Inc.
-0.8%
-$1.01 
SBUX Starbucks Corporation
-0.79%
-$3.44 
MOS Mosaic Company
-0.78%
-$0.17 
OC Owens Corning
-0.76%
-$1.18 
BITB Bitwise Bitcoin ETF
-0.76%
-$552.76 
AMCR Amcor plc
-0.76%
-$0.35 
DOX Amdocs Limited
-0.75%
-$0.44 
DELL Dell Technologies Inc.
-0.75%
-$3.7 
EPR EPR Properties
-0.73%
-$0.45 
ARKB Ark 21Shares Bitcoin ETF
-0.71%
-$521.1 
MCO Moody's Corporation
-0.71%
-$3.46 
DHR Danaher Corporation
-0.71%
-$1.44 
SHW The Sherwin-Williams Company
-0.68%
-$2.45 
TGT Target Corporation
-0.66%
-$129.78 
JNJ Johnson & Johnson
-0.66%
-$38.06 
SSNC SS&C Technologies Holdings Inc.
-0.66%
-$2.16 
AMGN Amgen Inc.
-0.63%
-$789 
NDAQ Nasdaq, Inc.
-0.58%
-$0.57 
DE Deere & Company
-0.58%
-$3.53 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$5.8 
AME Ametek Inc.
-0.56%
-$1.43 
SYK Stryker Corporation
-0.55%
-$1.88 
ABBV AbbVie Inc.
-0.54%
-$21.76 
PPG PPG Industries Inc.
-0.54%
-$0.62 
SBAC SBA Communications Corporation
-0.53%
-$0.99 
CHRW C.H. Robinson Worldwide, Inc.
-0.52%
-$32.76 
MRNA Moderna, Inc.
-0.52%
-$0.66 
BHP BHP Group Ltd.
-0.52%
-$481.5 
FCX Freeport-McMoRan Inc.
-0.51%
-$0.34 
AMH American Homes 4 Rent
-0.5%
-$1.53 
MS Morgan Stanley
-0.47%
-$1.02 
DUK Duke Energy Corporation
-0.46%
-$0.57 
VUG Vanguard Growth ETF
-0.43%
-$85.02 
ETN Eaton Corporation plc
-0.4%
-$1.82 
BIIB Biogen Inc.
-0.39%
-$0.82 
GGG Graco Inc.
-0.39%
-$11,379.52 
WMT Walmart Inc.
-0.39%
-$4.05 
ETHW Bitwise Ethereum ETF
-0.37%
-$75 
VLO Valero Energy Corporation
-0.36%
-$2.5 
JAZZ Jazz Pharmaceuticals plc
-0.36%
-$0.89 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.36%
-$2.34 
V Visa Inc. Class A
-0.36%
-$16.9 
AON Aon plc
-0.35%
-$1.25 
AXP American Express Company
-0.34%
-$117 
MAS Masco Corporation
-0.34%
-$0.75 
FTV Fortive Corporation
-0.31%
-$0.38 
UTHR United Therapeutics Corporation
-0.31%
-$1.54 
STWD Starwood Property Trust Inc.
-0.31%
-$0.1 
INCY Incyte Corporation
-0.3%
-$0.36 
MSFT Microsoft Corp.
-0.3%
-$88.8 
PHM PulteGroup Inc.
-0.28%
-$1.11 
MUB iShares National Muni Bond ETF
-0.28%
-$462.6 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.27%
-$1.7 
MPC Marathon Petroleum Corporation
-0.27%
-$0.95 
NLY Annaly Capital Management, Inc.
-0.26%
-$0.18 
HOG Harley-Davidson Inc.
-0.25%
-$0.07 
GPC Genuine Parts Company
-0.24%
-$0.32 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.21%
-$4 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$665.27 
VOO Vanguard S&P 500 ETF
-0.19%
-$17.42 
IVV iShares Core S&P 500 ETF
-0.18%
-$310.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$12.74 
DKS Dick's Sporting Goods, Inc.
-0.14%
-$0.29 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$96 
GOOGL Alphabet Inc
-0.13%
-$4.14 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$86.4 
PLD Prologis Inc.
-0.13%
-$0.54 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$4.6 
GOOG Alphabet Inc
-0.12%
-$20.8 
WEN The Wendy's Company
-0.12%
-$0.08 
DLTR Dollar Tree, Inc.
-0.11%
-$0.14 
CRUS Cirrus Logic, Inc.
-0.11%
-$0.13 
NFLX Netflix, Inc.
-0.1%
-$1.04 
CHAT Roundhill Generative AI & Technology ETF
-0.1%
-$13.5 
VT Vanguard Total World Stock ETF
-0.09%
-$18.48 
COST Costco Wholesale Corporation
-0.08%
-$0.75 
JPM JPMorgan Chase & Co.
-0.07%
-$1.08 
NVDA NVIDIA Corporation
-0.06%
-$33.74 
CMI Cummins Inc.
-0.06%
-$0.35 
ROL Rollins, Inc.
-0.06%
-$0.02 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.04%
-$231.65 
PFE Pfizer Inc.
-0.04%
-$0.92 
CHD Church & Dwight Co., Inc.
-0.02%
-$0.04 
ABT Abbott Laboratories
-0.02%
-$1.04 Events
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Dividends
Dividend Analysis
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| Trades 1062 | Longs Won 662/1062 62% | Profit Factor 1.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8,173.65 |
| Average Win $1,098.9 | Best Trade (Aug 15) $91,238.5 | Sharpe Ratio -22.85 |
| Average Loss -$938.87 | Worst Trade (Sep 01) -$217,427.97 | Z-Score 4.83 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 1d | Expectancy $347.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24 | $6,664.67 | $7,342.32 | - | $677.65 | 10.17% | +0.219% |
| ABBV AbbVie Inc. | 16 | $3,304.98 | $3,991.36 | - | $686.38 | 20.77% | -0.542% |
| ABT Abbott Laboratories | 52 | $6,149.24 | $5,785 | - | -$364.24 | -5.92% | -0.018% |
| ABVX Abivax SA ADR | 1 | $133 | $118.96 | - | -$14.04 | -10.56% | -2.05% |
| ACI Albertsons Companies, Inc. | 2 | $27 | $24.84 | - | -$2.16 | -8% | +0.161% |
| ACN Accenture plc Class A | 1 | $268.25 | $176.89 | - | -$91.36 | -34.06% | -0.896% |
| ADI Analog Devices, Inc. | 2 | $403.29 | $778.78 | - | $375.49 | 93.11% | +2.157% |
| ADM Archer-Daniels-Midland Co | 1 | $76 | $80.45 | - | $4.45 | 5.86% | +0.374% |
| ADP Automatic Data Processing Inc. | 1 | $305 | $272.96 | - | -$32.04 | -10.5% | -1.184% |
| ADSK Autodesk, Inc. | 1 | $296 | $251.66 | - | -$44.34 | -14.98% | -2.442% |
| ADT ADT Inc. | 9 | $59 | $67.41 | - | $8.41 | 14.25% | +0.268% |
| AEP American Electric Power Company, Inc. | 1 | $137 | $125.6 | - | -$11.4 | -8.32% | +0.175% |
| AFL Aflac Inc. | 1 | $117 | $121.45 | - | $4.45 | 3.8% | +0.289% |
| AFRM Affirm Holdings, Inc. | 3 | $245 | $235.05 | - | -$9.95 | -4.06% | +0.038% |
| AGCO AGCO Corporation | 1 | $120 | $101.33 | - | -$18.67 | -15.56% | +1.89% |
| AIG American International Group Inc. | 2 | $149 | $153.28 | - | $4.28 | 2.87% | +0.802% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2 | $966 | $643.22 | - | -$322.78 | -33.41% | -0.362% |
| ALGM Allegro MicroSystems, Inc. | 2 | $139 | $88.78 | - | -$50.22 | -36.13% | +0.589% |
| ALK Alaska Air Group Inc. | 2 | $104 | $91.92 | - | -$12.08 | -11.62% | -3.242% |
| ALL Allstate Corporation | 1 | $238 | $261.41 | - | $23.41 | 9.84% | +0.357% |
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FAQ
Which stocks have generated the highest profits for Patrick Ross?
The largest contributions to the portfolio's profits come from the following stocks: Graco Inc - $65,336.25, iShares Core S&P 500 ETF - $23,958.43, NVIDIA Corporation - $10,352.24, Microsoft Corp - $9,273.68, and SEI High Yield Bond & Alternative Credit ETF - $8,946.33. 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: Merck & Co., Inc - $11,047.09, Apple Inc - $2,928.28, UnitedHealth Group Incorporated - $2,402.85, Broadcom Inc - $1,456.86, and Amazon.com Inc - $993.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick Ross's portfolio generate?
The portfolio generates substantial dividend income, with a total of $129,928 earned over time. The largest contributors to dividend income include Graco Inc - $65,265.69, SEI High Yield Bond & Alternative Credit ETF - $8,946.33, iShares National Muni Bond ETF - $8,267.81, SPDR S&P 500 ETF Trust - $4,774.01, and Amgen Inc - $4,370.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick Ross's monthly returns?
Patrick Ross'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 Patrick Ross's strategy be considered aggressive or moderate?
Patrick Ross'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 Patrick Ross's strategy?
Patrick Ross'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.
