DA
Denise Anderson Portfolio
Invests via Greenwood Gearhart Inc | Managed by Denise Anderson
Invests via Greenwood Gearhart Inc
Managed by Denise Anderson
Automatically Tracked
Denise Anderson Profile
Denise Anderson is a distinguished entrepreneur known for her innovative contributions to the technology sector. With extensive experience in developing groundbreaking software solutions, she has led teams through several successful product launches that have transformed user engagement metrics across various industries. Her leadership extends beyond product development; Denise is also recognized for fostering inclusive work environments that enhance team collaboration and creativity. Her background in computer science coupled with an MBA equips her with a unique blend of technical expertise and business acumen, making her a significant figure in tech entrepreneurship today.
Denise Anderson is a distinguished entrepreneur known for her innovative contributions to the technology sector. With extensive experience in developing groundbreaking software solutions, she has led teams through several successful product launches that have transformed user engagement metrics across various industries. Her leadership extends beyond product development; Denise is also recognized for fostering inclusive work environments that enhance team collaboration and creativity. Her background in computer science coupled with an MBA equips her with a unique blend of technical expertise and business acumen, making her a significant figure in tech entrepreneurship today.
Investment Philosophy & Strategy
Innovation serves as a catalyst for transformative growth in the technology landscape, particularly for those with an entrepreneurial spirit like Denise Anderson. Drawing from her extensive background in software development and strategic leadership, she seeks to harness cutting-edge advancements that redefine user experiences. Prioritizing inclusivity within teams amplifies creativity, which is vital in driving product innovation and market differentiation. By leveraging both technical knowledge and business acumen, decision-making reflects a commitment to pioneering solutions that not only enhance efficiency but also resonate deeply with users across various platforms.
Innovation serves as a catalyst for transformative growth in the technology landscape, particularly for those with an entrepreneurial spirit like Denise Anderson. Drawing from her extensive background in software development and strategic leadership, she seeks to harness cutting-edge advancements that redefine user experiences. Prioritizing inclusivity within teams amplifies creativity, which is vital in driving product innovation and market differentiation. By leveraging both technical knowledge and business acumen, decision-making reflects a commitment to pioneering solutions that not only enhance efficiency but also resonate deeply with users across various platforms.
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:
44.64%
Gain -0.07%
Monthly
0.35%
Yearly
4.3%
Drawdown
15.42%
$338.16M
Equity
Holdings
$338.16M
Investment
$105.07M
$233.09M
Profit -$249,145.52
Realized
-$0
Unrealized
$233.09M
Dividends
$65.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$249,145.52
Win %
77%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$2.32M
Win %
77%
This Month
Compared to last month
Gain
0.22%
Profit
$729,437.16
Win %
77%
This Year
Compared to last year
Gain
3.24%
Profit
$10.6M
Win %
77%
BMY Bristol-Myers Squibb Company
+4.61%
+$18,049.66 
MRK Merck & Co., Inc.
+3.79%
+$270,717.74 
WMT Walmart Inc.
+3.46%
+$1.75M 
PG Procter & Gamble Co
+2.31%
+$263,974.15 
JNJ Johnson & Johnson
+2.13%
+$258,746 
KO The Coca-Cola Company
+1.85%
+$70,734.52 
MDT Medtronic plc
+1.31%
+$15,615.97 
MCD McDonald's Corporation
+1.06%
+$156,999.37 
TSN Tyson Foods Inc.
+0.8%
+$123,380.76 
DIS The Walt Disney Company
+0.38%
+$28,110.26 
IP International Paper Company
+0.28%
+$1,839.71 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.12%
+$14,625 
DBDQQ DIEBOLD NIXDORF INC
0%
$0 
DDAIF Daimler AG
0%
$0 
UTX United Technologies Corp
0%
$0 EKDK
EKDKQ
0%
$0 TYC
TYC
0%
$0 9055
905581104
0%
$0 MC
MC
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 0460
046008108
0%
$0 1616
16161A108
0%
$0 9033
90337T101
0%
$0 FO
FO
0%
$0 RD
RD
0%
$0 5526
55268B106
0%
$0 0309
030954101
0%
$0 LU
LU
0%
$0 9424
942486101
0%
$0 ADPT
ADPT
0%
$0 8816
881694103
0%
$0 BDK
BDK
0%
$0 WSPT
WSPTQ
0%
$0 4611
461156101
0%
$0 7257
725701106
0%
$0 ANDW
ANDW
0%
$0 BEZ
BEZ
0%
$0 MI
MI
0%
$0 HB
HB
0%
$0 HPQ
HPQ
0%
$0 5004
500472105
0%
$0 3130
31304N107
0%
$0 9047
904784501
0%
$0 ENT
ENT
0%
$0 ION
ION
0%
$0 7171
717135107
0%
$0 8883
888339108
0%
$0 5010
501050108
0%
$0 TMG
TMG
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 
WHR Whirlpool Corporation
-5.57%
-$6,031 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$13,229.6 
INTC Intel Corporation
-4.56%
-$690,105.36 
GT The Goodyear Tire & Rubber Company
-3.95%
-$3,650.4 
CAT Caterpillar Inc.
-3.08%
-$1.83M 
ROK Rockwell Automation, Inc.
-2.05%
-$137,396.3 
IBM International Business Machines Corporation
-1.26%
-$144,911.58 
GM General Motors Company
-1.13%
-$18,838.5 
BA Boeing Company
-0.98%
-$94,402.9 
AXP American Express Company
-0.93%
-$231,142.11 
DD DuPont de Nemours, Inc.
-0.83%
-$39,804.31 
RF Regions Financial Corporation
-0.44%
-$1,243.32 
GE General Electric Company
-0.2%
-$10,961.47 
NKE Nike, Inc. - Class B
-0.09%
-$4,608 Events
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Dividends
Dividend Analysis
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| Trades 68 | Longs Won 21/68 30% | Profit Factor 157.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.32M |
| Average Win $11.17M | Best Trade (Oct 14) $55.7M | Sharpe Ratio 0 |
| Average Loss -$31,712.31 | Worst Trade (Oct 14) -$934,173.6 | Z-Score -2.45 (100%) |
| Commissions $0 | Avg. Trade Length 27y 9m 3w 3d | Expectancy $3.43M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.28% | 6.26% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 31,980 | $2.42M | $2.42M | - | - | - | 0.0 |
| 0309 030954101 | 8,148 | $516,000 | $516,000 | - | - | - | 0.0 |
| 0460 046008108 | 32,840 | $1.39M | $1.39M | - | - | - | 0.0 |
| 0778 077853109 | 6,888 | $372,000 | $372,000 | - | - | - | 0.0 |
| 1616 16161A108 | 24,855 | $1.76M | $1.76M | - | - | - | 0.0 |
| 3022 302290101 | 34,513 | $2.52M | $2.52M | - | - | - | 0.0 |
| 3130 31304N107 | 24,985 | $2.23M | $2.23M | - | - | - | 0.0 |
| 3453 345370100 | 28,380 | $1.67M | $1.67M | - | - | - | 0.0 |
| 4611 461156101 | 27,300 | $816,000 | $816,000 | - | - | - | 0.0 |
| 5004 500472105 | 31,009 | $2.1M | $2.1M | - | - | - | 0.0 |
| 5010 501050108 | 25,500 | $1.01M | $1.01M | - | - | - | 0.0 |
| 5526 55268B106 | 2,800 | $201,000 | $201,000 | - | - | - | 0.0 |
| 7171 717135107 | 15,000 | $90,000 | $90,000 | - | - | - | 0.0 |
| 7257 725701106 | 19,975 | $637,000 | $637,000 | - | - | - | 0.0 |
| 8816 881694103 | 7,400 | $392,000 | $392,000 | - | - | - | 0.0 |
| 8883 888339108 | 45,400 | $386,000 | $386,000 | - | - | - | 0.0 |
| 9033 90337T101 | 19,895 | $458,000 | $458,000 | - | - | - | 0.0 |
| 9047 904784501 | 3,840 | $318,000 | $318,000 | - | - | - | 0.0 |
| 9055 905581104 | 15,520 | $660,000 | $660,000 | - | - | - | 0.0 |
| 9424 942486101 | 13,800 | $281,000 | $281,000 | - | - | - | 0.0 |
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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 Denise Anderson?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $10.41M, Tyson Foods Inc - $5.7M, McDonald's Corporation - $5.29M, Caterpillar Inc - $5.11M, and International Business Machines Corporation - $4.76M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Denise Anderson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $65.23M earned over time. The largest contributors to dividend income include General Electric Company - $10.41M, Tyson Foods Inc - $5.7M, McDonald's Corporation - $5.29M, Caterpillar Inc - $5.11M, and International Business Machines Corporation - $4.76M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Denise Anderson's monthly returns?
Denise 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 Denise Anderson's strategy be considered aggressive or moderate?
Denise Anderson's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Denise Anderson's strategy?
Denise Anderson'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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