TRG
Timothy R. Guthrie Portfolio
Invests via Bullseye Investment Management LLC | Managed by Timothy R. Guthrie
Invests via Bullseye Investment Management LLC
Managed by Timothy R. Guthrie
Automatically Tracked
Timothy R. Guthrie Profile
Timothy R. Guthrie has established himself as a significant figure in the realm of private investment and entrepreneurship. With a background deeply rooted in business development, he has successfully led multiple ventures through critical growth phases, effectively enhancing their market presence. His insights into market dynamics have been vital for strategic decisions that drive profitability and scalability within diverse industries. By leveraging his experience across operational leadership roles, he facilitates robust partnerships that yield long-term value creation. Recognized for his innovative approach to capital allocation, he continually identifies emerging opportunities that resonate with contemporary investment trends.
Timothy R. Guthrie has established himself as a significant figure in the realm of private investment and entrepreneurship. With a background deeply rooted in business development, he has successfully led multiple ventures through critical growth phases, effectively enhancing their market presence. His insights into market dynamics have been vital for strategic decisions that drive profitability and scalability within diverse industries. By leveraging his experience across operational leadership roles, he facilitates robust partnerships that yield long-term value creation. Recognized for his innovative approach to capital allocation, he continually identifies emerging opportunities that resonate with contemporary investment trends.
Investment Philosophy & Strategy
With a strong focus on entrepreneurial thinking, Timothy R. Guthrie pursues investment opportunities that align with innovation and market disruptions. His strategic mindset allows him to identify sectors ripe for transformation, particularly those characterized by rapid technological advancements. By leveraging his extensive experience in business development and operational excellence, he actively seeks partnerships that foster growth while emphasizing long-term value creation. The ability to navigate complex market landscapes informs his approach to capital allocation, making him adept at harnessing emerging trends for sustainable profitability.
With a strong focus on entrepreneurial thinking, Timothy R. Guthrie pursues investment opportunities that align with innovation and market disruptions. His strategic mindset allows him to identify sectors ripe for transformation, particularly those characterized by rapid technological advancements. By leveraging his extensive experience in business development and operational excellence, he actively seeks partnerships that foster growth while emphasizing long-term value creation. The ability to navigate complex market landscapes informs his approach to capital allocation, making him adept at harnessing emerging trends for sustainable profitability.
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:
26.7%
Gain +0.52%
Monthly
0.24%
Yearly
2.95%
Drawdown
13.46%
$179.42M
Equity
Holdings
$179.42M
Investment
$156.53M
$27.86M
Profit +$977,087.75
Realized
$4.98M
Unrealized
$22.89M
Dividends
$13.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.52%
Profit
$977,087.75
Win %
81%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$2.12M
Win %
81%
This Month
Compared to last month
Gain
-0.62%
Profit
-$1.11M
Win %
81%
This Year
Compared to last year
Gain
2.84%
Profit
$4.95M
Win %
81%
TSLA Tesla, Inc.
+4.48%
+$18,388.84 
RTX RTX Corporation
+3.69%
+$14,704.75 
AVGO Broadcom Inc.
+3.64%
+$124,849.61 
CURE Direxion Daily Healthcare Bull 3X Shares
+3.35%
+$55,098.51 
IGLD FT Vest Gold Strategy Target Fund
+3.31%
+$27,275.04 
NVDA NVIDIA Corporation
+2.42%
+$14,700.35 
TDVI FT Vest Technology Dividend Mutual Fund
+1.74%
+$130,108 
SDVD FT Vest Smid Rising Dividend Fund
+1.42%
+$82,550.79 
AMZN Amazon.com Inc
+1.37%
+$33,416.5 
JPM JPMorgan Chase & Co.
+1.35%
+$5,774.07 
QDEC FT Vest Nasdaq-100 Buffer ETF
+1.28%
+$5,560.72 
YUM Yum! Brands, Inc.
+1.27%
+$3,442.56 
SNTH Mrp Synthequity ETF
+1.23%
+$18,862.2 
BMAY Innovator U.S. Equity Buffer Fund
+1.22%
+$4,227.33 
AAPL Apple Inc.
+1.16%
+$4,786.69 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+1.14%
+$7,077.32 
BDEC Innovator U.S. Equity Buffer ETF
+1.07%
+$32,355.08 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+1.07%
+$12,893.19 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+1.06%
+$5,036.95 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+1.05%
+$14,113.32 
FAPR FT Vest U.S. Equity Buffer ETF
+0.97%
+$3,214.24 
XLV Health Care Select Sector SPDR Fund
+0.97%
+$34,306.17 
XTOC Innovator U.S. Equity Accelerated Plus ETF
+0.96%
+$16,530.12 
XPND First Trust Expanded Technology ETF
+0.94%
+$13,820.08 
MCD McDonald's Corporation
+0.92%
+$15,974.46 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
+0.9%
+$3,668.28 
FSCS First Trust SMID Cap Strategy
+0.9%
+$9,785.71 
BUFR FT Vestladder Buffer ETF-USD I
+0.88%
+$8,832.92 
BMAR Innovator U.S. Equity Buffer ETF
+0.87%
+$2,677.02 
CTAS Cintas Corporation
+0.87%
+$2,529.29 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.85%
+$3,565.92 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.84%
+$9,178.17 
BUFQ FT Nasdaq Buffer ETF July.
+0.82%
+$8,851.18 
GFEB FT VEST US Equity Moderate Fund
+0.8%
+$5,318.86 
GDEC FT VEST US Equity Moderate B Fund
+0.78%
+$28,777.67 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.78%
+$10,527.31 
FNOV FT Vest US Equity Buffer ETF
+0.77%
+$5,082.65 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.71%
+$47,989.9 
LQTI FT Vest Investment Grade & Target Income ETF
+0.71%
+$10,283.9 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.7%
+$6,855.79 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.69%
+$51,844.92 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.68%
+$7,552 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.66%
+$24,330.78 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$23,237.53 
GOOG Alphabet Inc
+0.64%
+$4,056.73 
UFEB Innovator U.S. Equity Ultra ETF
+0.62%
+$8,436 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.56%
+$10,438.48 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
+0.56%
+$42,375.6 
GMAR FT Vest US Equity Moderate B Fund
+0.48%
+$5,585.43 
XMAR FT Vest US Equity Enhanced Fund
+0.43%
+$1,800.58 
XOCT FT VEST US Equity Enhance & Income Fund
+0.42%
+$2,323.34 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.42%
+$6,480.43 
GHI Greystone Housing Impact Investors L.P.
+0.39%
+$1,683.78 
EALT Bear Family of Funds, Inc.
+0.32%
+$101,244.96 
OCTJ Inn Premier Income Fund
+0.31%
+$14,899.87 
ALL-PB The Allstate Corporation
+0.27%
+$690.55 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.26%
+$2,521.43 
TJUL Innovator Equity Defined Protection ETF 0725
+0.22%
+$12,797.2 
XTJL Inn US Equity Acceleration Plus July Fund
+0.21%
+$2,499.17 
QHDG Innovator Hedged Nasdaq-100 ETF
+0.18%
+$12,157.48 
OCTH Innovator Defined Outcome ETF - October Series
+0.14%
+$3,664.18 
MARM Ftv Estus Max Buff ETF March
+0.13%
+$1,096.43 
JULJ Innovative Premium Income Fund.
+0.12%
+$1,066.53 
FTSL First Trust Senior Loan ETF
+0.11%
+$2,757.4 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.1%
+$970.48 
XJUL FT Vest US Equity Enhanced Fund
+0.1%
+$416.52 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.07%
+$211.2 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.04%
+$235.35 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.01%
+$259.63 
186103KU0
0%
$0 
AAPR
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
AJUL
0%
$0 
JANJ
0%
$0 
QCAP
0%
$0 
QMMY
0%
$0 
RBUF
0%
$0 
TJAN
0%
$0 
XOM Exxon Mobil Corporation
-2.7%
-$63,461.86 
CVX Chevron Corporation
-2%
-$6,924.33 
MSFT Microsoft Corp.
-1.72%
-$75,847.04 
MPC Marathon Petroleum Corporation
-1.17%
-$7,003.92 
COST Costco Wholesale Corporation
-0.83%
-$5,344.71 
AMLP Alerian MLP ETF
-0.76%
-$25,070 
IGV iShares Expanded Tech-Software Sector ETF
-0.68%
-$1,864.96 
USB-PA U.S. Bancorp PERP PFD SER A
-0.64%
-$42,895.08 
PG Procter & Gamble Co
-0.35%
-$1,280.77 
MA Mastercard Incorporated
-0.32%
-$695.19 
WMT Walmart Inc.
-0.23%
-$1,580.88 
JULH Innovation Premium Inc. 2020 Barrier - July
-0.04%
-$133.31 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 726 | Longs Won 400/726 55% | Profit Factor 2.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $277,419.85 |
| Average Win $125,508.04 | Best Trade (Jun 11) $1.86M | Sharpe Ratio -12.01 |
| Average Loss -$68,522.19 | Worst Trade (Sep 30) -$3.72M | Z-Score -2.31 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $38,381.52 |
| 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 | 2,618 | 2,356 | 2,094 | 1,832 | 1,571 | 1,309 | 1,047 | 785 | 524 | 262 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
