AG
Anne Goffard Portfolio
Invests via Artal Group S.A. | Managed by Anne Goffard
Invests via Artal Group S.A.
Managed by Anne Goffard
Automatically Tracked
Anne Goffard Profile
With a robust background in investment management, Anne Goffard has distinguished herself as a dynamic leader in the finance sector. Her career encompasses roles that highlight expertise in operational excellence and strategic initiatives across multiple market environments. Leveraging her experience, she contributes to enhancing organizational efficiencies while navigating complex business landscapes. Known for fostering collaborative relationships within the industry, her ability to drive performance outcomes and develop talent underlines her significance as a trailblazer in corporate leadership. As trends evolve, Goffard remains at the forefront of investment solutions relevant to contemporary markets.
With a robust background in investment management, Anne Goffard has distinguished herself as a dynamic leader in the finance sector. Her career encompasses roles that highlight expertise in operational excellence and strategic initiatives across multiple market environments. Leveraging her experience, she contributes to enhancing organizational efficiencies while navigating complex business landscapes. Known for fostering collaborative relationships within the industry, her ability to drive performance outcomes and develop talent underlines her significance as a trailblazer in corporate leadership. As trends evolve, Goffard remains at the forefront of investment solutions relevant to contemporary markets.
Investment Philosophy & Strategy
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:
9.28%
Gain -0.12%
Monthly
0.02%
Yearly
0.2%
Drawdown
23.93%
$2.61B
Equity
Holdings
$2.61B
Investment
$2.54B
$72.87M
Profit -$3.08M
Realized
$0
Unrealized
$72.87M
Dividends
$82.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$3.08M
Win %
66%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$3.08M
Win %
66%
This Month
Compared to last month
Gain
1.1%
Profit
$28.33M
Win %
66%
This Year
Compared to last year
Gain
3.14%
Profit
$79.45M
Win %
66%
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.65%
+$524,606.56 
VIPS Vipshop Holdings Ltd - ADR
+1.55%
+$2.07M 
IRWD Ironwood Pharmaceuticals Inc.
+0.39%
+$3,884.3 
HCA HCA Healthcare Inc.
+0.19%
+$138,000 
MS Morgan Stanley
+0.07%
+$77,495 
MTOR Meritor Inc
+0.03%
+$17,500 
594960163
0%
$0 
ACOR Acorda Therapeutics Inc
0%
$0 
AFFX Affymetrix, Inc.
0%
$0 
AGEN
0%
$0 
AMRN
0%
$0 
ARRY
0%
$0 
AUXL
0%
$0 
AVNR
0%
$0 
BIOD
0%
$0 
CERE
0%
$0 
CJES
0%
$0 
CPRH
0%
$0 
ESRX
0%
$0 
FURX
0%
$0 
IMGN ImmunoGen Inc
0%
$0 
ONXX
0%
$0 
POT
0%
$0 
SLCA US Silica Holdings Inc
0%
$0 
SMT
0%
$0 
WW
0%
$0 
XOMA XOMA Corporation
0%
$0 
BRFS BRF S.A. ADR
-11.52%
-$294,800 
PACB Pacific Biosciences of California, Inc.
-3.82%
-$11,000 
LXRX Lexicon Pharmaceuticals, Inc.
-3.77%
-$3.22M 
NKTR Nektar Therapeutics Inc.
-2.58%
-$483,472 
AAPL Apple Inc.
-1.24%
-$1.15M 
BAC Bank of America Corporation
-1.12%
-$548,000 
ARCO Arcos Dorados Holdings Inc.
-1.03%
-$74,213.9 
BZH Beazer Homes USA Inc.
-0.68%
-$22,500 
NG NovaGold Resources Inc.
-0.68%
-$52,500 
LAB Standard Biotools Inc.
-0.57%
-$1,595.78 
CPAC Cementos Pacasmayo S.A.A. - ADR
-0.43%
-$16,957.5 
YPF YPF S.A. Sponsored ADR
-0.36%
-$108,000 
BMRN Biomarin Pharmaceutical Inc.
-0.25%
-$52,500 
LAMR Lamar Advertising Company
-0.23%
-$114,000 
MET MetLife Inc.
-0.15%
-$138,286.5 Events
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Dividends
Dividend Analysis
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| Trades 42 | Longs Won 13/42 30% | Profit Factor 1.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $83.08M |
| Average Win $48.51M | Best Trade (Jul 20) $130.07M | Sharpe Ratio 0 |
| Average Loss -$19.23M | Worst Trade (Jul 20) -$480.94M | Z-Score -2 (98.72%) |
| Commissions $0 | Avg. Trade Length 14y 3w 2d | Expectancy $1.73M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 5.09% | 12.48% | 21.08% | 30.58% | 40.8% | 51.65% | 63.05% | 74.93% | 87.26% |
| Consecutive Losing Trades | 136 | 122 | 109 | 95 | 82 | 68 | 54 | 41 | 27 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Anne Goffard?
The largest contributions to the portfolio's profits come from the following stocks: MetLife Inc - $16.35M, Lamar Advertising Company - $15.26M, Vipshop Holdings Ltd - ADR - $14.09M, Morgan Stanley - $12.15M, and Bank of America Corporation - $6.51M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Anne Goffard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $82.44M earned over time. The largest contributors to dividend income include MetLife Inc - $16.35M, Lamar Advertising Company - $15.26M, Vipshop Holdings Ltd - ADR - $14.09M, Morgan Stanley - $12.15M, and Bank of America Corporation - $6.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anne Goffard's monthly returns?
Anne Goffard'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 Anne Goffard's strategy be considered aggressive or moderate?
Anne Goffard'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 Anne Goffard's strategy?
Anne Goffard'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.
