KWS
Kate W. Sigler, Iaacp Portfolio
Invests via Pettyjohn, WOOD & WHITE Inc. | Managed by Kate W. Sigler, Iaacp
Invests via Pettyjohn, WOOD & WHITE Inc.
Managed by Kate W. Sigler, Iaacp
Automatically Tracked
Kate W. Sigler, Iaacp Profile
Kate W. Sigler is a seasoned professional renowned for her deep expertise in organizational leadership and governance within the finance sector. With significant experience overseeing complex corporate structures, she has played pivotal roles in strategic decision-making and enhancing operational effectiveness at various organizations. Her unique background includes advisory positions where she actively contributed to driving growth and improving financial performance through innovative business practices. Recognized for her ability to navigate intricate regulatory frameworks, Kate's influence extends across sectors, making her a sought-after leader among peers. She continues to impact the financial landscape through an emphasis on integrity and performance optimization.
Kate W. Sigler is a seasoned professional renowned for her deep expertise in organizational leadership and governance within the finance sector. With significant experience overseeing complex corporate structures, she has played pivotal roles in strategic decision-making and enhancing operational effectiveness at various organizations. Her unique background includes advisory positions where she actively contributed to driving growth and improving financial performance through innovative business practices. Recognized for her ability to navigate intricate regulatory frameworks, Kate's influence extends across sectors, making her a sought-after leader among peers. She continues to impact the financial landscape through an emphasis on integrity and performance optimization.
Investment Philosophy & Strategy
Opportunities in evolving market dynamics often guide her investment decisions. Kate W. Sigler demonstrates a commitment to leveraging her extensive leadership experience to identify and pursue promising ventures. Her approach emphasizes sustainable growth while capitalizing on operational efficiencies within targeted sectors, positioning investments for robust long-term performance. With an eye toward innovation, she supports business models that align with emerging consumer demands and technological advancements. This focus fosters competitive advantages essential for navigating complex financial environments, ultimately driving success across diverse portfolios.
Opportunities in evolving market dynamics often guide her investment decisions. Kate W. Sigler demonstrates a commitment to leveraging her extensive leadership experience to identify and pursue promising ventures. Her approach emphasizes sustainable growth while capitalizing on operational efficiencies within targeted sectors, positioning investments for robust long-term performance. With an eye toward innovation, she supports business models that align with emerging consumer demands and technological advancements. This focus fosters competitive advantages essential for navigating complex financial environments, ultimately driving success across diverse portfolios.
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:
32.18%
Gain +0.08%
Monthly
0.33%
Yearly
4%
Drawdown
12.97%
$385.2M
Equity
Holdings
$385.2M
Investment
$138.87M
$246.33M
Profit +$321,997.29
Realized
-$0
Unrealized
$246.33M
Dividends
$117.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$321,997.29
Win %
70%
This Week
Compared To Last Week
Gain
0.68%
Profit
$2.61M
Win %
70%
This Month
Compared to last month
Gain
2.28%
Profit
$8.59M
Win %
70%
This Year
Compared to last year
Gain
9.5%
Profit
$33.43M
Win %
70%
MRK Merck & Co., Inc.
+3.8%
+$203,195.76 
LLY Eli Lilly and Company
+3.62%
+$156,250.93 
VZ Verizon Communications Inc.
+2.04%
+$108,232.38 
PEP PepsiCo, Inc.
+1.55%
+$217,683.03 
BP BP p.l.c. Sponsored ADR
+0.58%
+$10,491.88 
ABT Abbott Laboratories
+0.35%
+$61,543.58 
A Agilent Technologies Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
BAC Bank of America Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FDX FedEx Corporation
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KEY KeyCorp
0%
$0 
KO The Coca-Cola Company
0%
$0 
MDT Medtronic plc
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
UTX United Technologies Corp
0%
$0 2948
294821400
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 SBC
SBC
0%
$0 3373
337358105
0%
$0 SGP
SGP
0%
$0 GDT
GDT
0%
$0 RD
RD
0%
$0 S
S
0%
$0 STI
STI
0%
$0 LU
LU
0%
$0 9297
929771103
0%
$0 WCOE
WCOEQ
0%
$0 AYE
AYE
0%
$0 ENRN
ENRNQ
0%
$0 2470
247025109
0%
$0 G
G
0%
$0 JP
JP
0%
$0 0266
026609107
0%
$0 HPQ
HPQ
0%
$0 1667
166751107
0%
$0 8323
832378301
0%
$0 6040
604059105
0%
$0 3374
337477103
0%
$0 2082
208251306
0%
$0 1249
124923103
0%
$0 7181
718154107
0%
$0 9278
927804617
0%
$0 4163
416315208
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 67 | Longs Won 32/67 47% | Profit Factor 224.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.32M |
| Average Win $7.73M | Best Trade (Oct 15) $42.25M | Sharpe Ratio 0 |
| Average Loss -$31,512.1 | Worst Trade (Oct 15) -$414,210.88 | Z-Score -0.48 (36.65%) |
| Commissions $0 | Avg. Trade Length 26y 3w | Expectancy $3.68M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.41% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0236 02364J104 | 33,232 | $1.78M | $1.78M | - | - | - | 0.0 |
| 0266 026609107 | 29,933 | $1.69M | $1.69M | - | - | - | 0.0 |
| 1249 124923103 | 9,702 | $262,000 | $262,000 | - | - | - | 0.0 |
| 1667 166751107 | 7,104 | $606,000 | $606,000 | - | - | - | 0.0 |
| 2082 208251306 | 9,350 | $244,000 | $244,000 | - | - | - | 0.0 |
| 2470 247025109 | 57,250 | $1.76M | $1.76M | - | - | - | 0.0 |
| 2948 294821400 | 51,900 | $766,000 | $766,000 | - | - | - | 0.0 |
| 3373 337358105 | 9,806 | $316,000 | $316,000 | - | - | - | 0.0 |
| 3374 337477103 | 23,804 | $1.01M | $1.01M | - | - | - | 0.0 |
| 4163 416315208 | 10,300 | $241,000 | $241,000 | - | - | - | 0.0 |
| 6040 604059105 | 14,632 | $1.33M | $1.33M | - | - | - | 0.0 |
| 7181 718154107 | 11,324 | $333,000 | $333,000 | - | - | - | 0.0 |
| 8323 832378301 | 6,360 | $436,000 | $436,000 | - | - | - | 0.0 |
| 9278 927804617 | 18,500 | $414,000 | $414,000 | - | - | - | 0.0 |
| 9297 929771103 | 91,237 | $5.17M | $5.17M | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 42,633.41 | $1.41M | $7.32M | - | $5.91M | 420.47% | 0.0 |
| ABT Abbott Laboratories | 170,954.38 | $3.65M | $17.6M | - | $13.95M | 382.27% | +0.351% |
| ADM Archer-Daniels-Midland Co | 48,712.65 | $399,979.57 | $4.05M | - | $3.65M | 913.27% | 0.0 |
| AYE AYE | 8,400 | $1.57M | $1.57M | - | - | - | 0.0 |
 BA Boeing Company | 25,300 | $1.63M | $4.67M | - | $3.04M | 186.27% | -0.981% |
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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 Kate W. Sigler, Iaacp?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $26.71M, Exxon Mobil Corporation - $16.42M, Procter & Gamble Co - $9.69M, Norfolk Southern Corporation - $8.58M, and PepsiCo, Inc - $7.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kate W. Sigler, Iaacp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $117.79M earned over time. The largest contributors to dividend income include General Electric Company - $26.71M, Exxon Mobil Corporation - $16.42M, Procter & Gamble Co - $9.69M, Norfolk Southern Corporation - $8.58M, and PepsiCo, Inc - $7.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kate W. Sigler, Iaacp's monthly returns?
Kate W. Sigler, Iaacp'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 Kate W. Sigler, Iaacp's strategy be considered aggressive or moderate?
Kate W. Sigler, Iaacp'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 Kate W. Sigler, Iaacp's strategy?
Kate W. Sigler, Iaacp'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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