John J. Terril Portfolio
Invests via TERRIL BROTHERS Inc. | Managed by David Carter
Invests via TERRIL BROTHERS Inc.
Managed by David Carter
Automatically Tracked
John J. Terril Profile
With extensive experience in corporate leadership and strategic growth initiatives, John J. Terril has significantly impacted the technology sector. He has successfully guided multiple firms through periods of transformation, leveraging his strong operational background to enhance business efficiency and market positioning. Known for fostering innovative solutions, he plays a pivotal role in driving product development that meets evolving consumer needs. As an influential figure within industry circles, he collaborates with emerging tech startups while maintaining a keen eye on market trends that inform investment opportunities.
With extensive experience in corporate leadership and strategic growth initiatives, John J. Terril has significantly impacted the technology sector. He has successfully guided multiple firms through periods of transformation, leveraging his strong operational background to enhance business efficiency and market positioning. Known for fostering innovative solutions, he plays a pivotal role in driving product development that meets evolving consumer needs. As an influential figure within industry circles, he collaborates with emerging tech startups while maintaining a keen eye on market trends that inform investment opportunities.
Investment Philosophy & Strategy
John J. Terril approaches investing through a lens of operational improvement and innovation, shaped by his vast experience in corporate leadership within the technology landscape. His focus centers on identifying transformational opportunities that leverage disruptive technologies to enhance value creation. By fostering strong collaborations with emerging tech ventures, he positions himself at the forefront of market dynamics while keeping an acute awareness of shifting consumer preferences. This commitment to driving progress enables him to make informed decisions that align strategic growth initiatives with long-term investment potential.
John J. Terril approaches investing through a lens of operational improvement and innovation, shaped by his vast experience in corporate leadership within the technology landscape. His focus centers on identifying transformational opportunities that leverage disruptive technologies to enhance value creation. By fostering strong collaborations with emerging tech ventures, he positions himself at the forefront of market dynamics while keeping an acute awareness of shifting consumer preferences. This commitment to driving progress enables him to make informed decisions that align strategic growth initiatives with long-term investment potential.
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:
97.35%
Gain +11.43%
Monthly
0.63%
Yearly
7.77%
Drawdown
22.76%
$401.77M
Equity
Holdings
$401.77M
Investment
$268.4M
$236.03M
Profit +$33.06M
Realized
$102.66M
Unrealized
$133.37M
Dividends
$161.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
11.43%
Profit
$33.06M
Win %
82%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$5.29M
Win %
82%
This Month
Compared to last month
Gain
-1.38%
Profit
-$5.6M
Win %
82%
This Year
Compared to last year
Gain
3.58%
Profit
$13.88M
Win %
80%
CVX Chevron Corporation
+2.72%
+$14,474.55 
PLTR Palantir Technologies Inc.
+2.68%
+$17,444.81 
XOM Exxon Mobil Corporation
+2.57%
+$57,971.66 
ADBE Adobe Inc.
+1.35%
+$3,538.12 
WMT Walmart Inc.
+1.19%
+$9,442.8 
WES Western Midstream Partners, LP
+1.12%
+$205,514.19 
EXE Expand Energy Corporation
+1.12%
+$2,657.34 
KMI Kinder Morgan, Inc.
+1.04%
+$2,274.69 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1%
+$275,536.66 
T AT&T Inc.
+0.92%
+$5,259.37 
EPD Enterprise Products Partners L.P.
+0.91%
+$2,202.62 
KO The Coca-Cola Company
+0.83%
+$5,369.73 
VZ Verizon Communications Inc.
+0.79%
+$249,141.6 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+0.76%
+$17,054.02 
GOOGL Alphabet Inc
+0.74%
+$4,601.3 
GLNG Golar LNG Ltd.
+0.73%
+$5,319 
EQX Equinox Gold Corp.
+0.73%
+$3,596 
GOOG Alphabet Inc
+0.73%
+$15,003.78 
AGI Alamos Gold Inc.
+0.63%
+$47,160 
AQN Algonquin Power & Utilities Corp.
+0.59%
+$1,689.84 
OR OR ROYALTIES INC COMMON STOCK
+0.47%
+$1,696 
DIS The Walt Disney Company
+0.37%
+$93,941.64 
COST Costco Wholesale Corporation
+0.36%
+$1,056.08 
ET Energy Transfer L.P.
+0.34%
+$12,250.98 
MSFT Microsoft Corp.
+0.3%
+$3,961.1 
DUK Duke Energy Corporation
+0.29%
+$858.94 
TOST Toast Inc.
+0.28%
+$34,421.18 
GMED Globus Medical Inc.
+0.26%
+$62,696.4 
MOS Mosaic Company
+0.25%
+$38,116 
AEP American Electric Power Company, Inc.
+0.19%
+$593.37 
SPLV Invesco S&P 500 Low Volatility ETF
+0.15%
+$2,429.24 
CLB Core Laboratories Inc.
+0.15%
+$249 
BRK-B Berkshire Hathaway Inc.
+0.15%
+$1,959.75 
PPL PPL Corporation
+0.12%
+$322 
CZR Caesars Entertainment, Inc.
+0.05%
+$8,541.52 
AAPL Apple Inc.
+0.04%
+$21,990.05 
META Meta Platforms Inc Class A
+0.04%
+$99.96 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$1,454.99 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$624.17 
WBD Warner Bros. Discovery, Inc.
0%
$0 
INTC Intel Corporation
-2.94%
-$40,985.4 
ASTL Algoma Steel Group Inc.
-2.76%
-$6,480 
LLY Eli Lilly and Company
-2.06%
-$17,255.11 
GE General Electric Company
-1.88%
-$9,242.99 
AVTR Avantor Inc.
-1.79%
-$4,455 
Q Qnity Electronics Inc.
-1.75%
-$4,643.25 
BA Boeing Company
-1.72%
-$7,477.94 
NVDA NVIDIA Corporation
-1.34%
-$6,300.25 
AMGN Amgen Inc.
-1.32%
-$3,825.49 
PWR Quanta Services Inc.
-1.22%
-$3,458.7 
TJX The TJX Companies, Inc.
-1.19%
-$4,008.41 
BAC Bank of America Corporation
-1.16%
-$11,147.6 
MMM 3M Company
-1.04%
-$33,437.04 
JNJ Johnson & Johnson
-0.84%
-$8,726.44 
CSCO Cisco Systems, Inc.
-0.78%
-$3,216.32 
ABBV AbbVie Inc.
-0.78%
-$2,288.42 
C Citigroup Inc.
-0.77%
-$395,710.28 
JPM JPMorgan Chase & Co.
-0.57%
-$17,766.03 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.52%
-$1,181.31 
AMZN Amazon.com Inc
-0.46%
-$3,590.93 
SII Sprott Inc.
-0.46%
-$1,311.75 
GEV GE Vernova Inc.
-0.38%
-$1,560.01 
ET-PI Energy Transfer LP
-0.32%
-$949.37 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.28%
-$1,055.86 
FFIN First Financial Bankshares Inc.
-0.26%
-$560 
SOLV Solventum Corporation
-0.15%
-$45,008.21 
BAC-PL Bank of America Corporation
-0.14%
-$943.02 
WWD Woodward Inc.
-0.03%
-$1,044 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$45.37 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$18.24 Events
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Dividends
Dividend Analysis
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| Trades 1750 | Longs Won 1034/1750 59% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $342,759.66 | Best Trade (Oct 08) $44.26M | Sharpe Ratio -19.52 |
| Average Loss -$165,337.58 | Worst Trade (Sep 29) -$6.36M | Z-Score -7.84 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 2w 3d | Expectancy $134,875.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.26% |
| Consecutive Losing Trades | 2,427 | 2,184 | 1,942 | 1,699 | 1,456 | 1,214 | 971 | 728 | 485 | 243 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 151,666 | $4.31M | $51.08M | - | $46.77M | 1,084.5% | +0.043% |
| ABBV AbbVie Inc. | 1,082 | $249,093.18 | $291,323.09 | - | $42,229.91 | 16.95% | -0.779% |
| ADBE Adobe Inc. | 1,125 | $230,647.5 | $265,404.37 | - | $34,756.87 | 15.07% | +1.351% |
| AEP American Electric Power Company, Inc. | 2,525 | $284,062.5 | $308,845.37 | - | $24,782.87 | 8.72% | +0.192% |
| AGI Alamos Gold Inc. | 235,800 | $7.28M | $7.48M | - | $200,430 | 2.75% | +0.634% |
| AMGN Amgen Inc. | 700 | $229,117 | $285,330.5 | - | $56,213.5 | 24.53% | -1.323% |
| AMZN Amazon.com Inc | 2,980 | $678,699.6 | $770,970.7 | - | $92,271.1 | 13.6% | -0.464% |
| AQN Algonquin Power & Utilities Corp. | 56,328 | $314,244.36 | $286,991.16 | - | -$27,253.2 | -8.67% | +0.592% |
| ASTL Algoma Steel Group Inc. | 54,000 | $334,644 | $228,420 | - | -$106,224 | -31.74% | -2.759% |
| AVTR Avantor Inc. | 16,200 | $177,930 | $244,215 | - | $66,285 | 37.25% | -1.792% |
| BA Boeing Company | 2,308 | $408,516 | $427,164.64 | - | $18,648.64 | 4.56% | -1.72% |
| BAC Bank of America Corporation | 17,980 | $598,132.53 | $951,142 | - | $353,009.47 | 59.02% | -1.158% |
| BAC-PL Bank of America Corporation | 558 | $806,533.2 | $661,960.98 | - | -$144,572.22 | -17.93% | -0.142% |
| BRK-B Berkshire Hathaway Inc. | 2,613 | $984,956.03 | $1.32M | - | $339,834.97 | 34.5% | +0.148% |
| C Citigroup Inc. | 403,786 | $21.1M | $51.01M | - | $29.92M | 141.8% | -0.77% |
| CLB Core Laboratories Inc. | 16,600 | $266,098 | $168,075 | - | -$98,023 | -36.84% | +0.148% |
| CLIP Global X 1-3 Month T-Bill ETF | 72,742 | $7.3M | $7.28M | - | -$21,687 | -0.3% | +0.02% |
| COST Costco Wholesale Corporation | 307 | $305,904.01 | $290,326.83 | - | -$15,577.18 | -5.09% | +0.365% |
| CSCO Cisco Systems, Inc. | 3,496 | $241,165.28 | $407,179.12 | - | $166,013.84 | 68.84% | -0.784% |
| CVX Chevron Corporation | 2,594 | $422,475.03 | $546,633.62 | - | $124,158.59 | 29.39% | +2.72% |
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FAQ
Which stocks have generated the highest profits for John J. Terril?
The largest contributions to the portfolio's profits come from the following stocks: Abrdn Asia-Pacific Income Fund Inc - $65M, Vistra Corp - $22.05M, Coherent Corp - $20.88M, Bank of America Corporation - $17.45M, and Woodward Inc - $16.99M. 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: Cleveland-Cliffs Inc - $15.6M, Plains GP Holdings, L.P - $11.32M, Bausch Health Companies Inc - $8.7M, ClearBridge Energy Midstream Opportunity Fund Inc - $5.05M, and Quadratic Interest Rate Volatility and Inflation Hedge ETF - $3.71M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John J. Terril's portfolio generate?
The portfolio generates substantial dividend income, with a total of $161.08M earned over time. The largest contributors to dividend income include Abrdn Asia-Pacific Income Fund Inc - $77.2M, Plains GP Holdings, L.P - $11M, Verizon Communications Inc - $8.92M, Citigroup Inc - $6.89M, and Bristol-Myers Squibb Company - $5.83M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John J. Terril's monthly returns?
John J. Terril'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 John J. Terril's strategy be considered aggressive or moderate?
John J. Terril'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 John J. Terril's strategy?
John J. Terril'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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