David Hunter Portfolio
Invests via Horizons Wealth Management | Managed by David Hunter
Invests via Horizons Wealth Management
Managed by David Hunter
Automatically Tracked
David Hunter Profile
With a robust background in economic analysis, David Hunter stands out as a prominent figure in investment circles. His extensive career spans several decades and includes key roles where he has leveraged his insights to inform both corporate strategy and market positioning. Having built a reputation for deep understanding of macroeconomic trends, he is often consulted by organizations looking to navigate complex financial environments. Hunter's involvement with various investment initiatives highlights his ability to bridge analytical rigor with practical execution, making him an invaluable resource within capital markets.
With a robust background in economic analysis, David Hunter stands out as a prominent figure in investment circles. His extensive career spans several decades and includes key roles where he has leveraged his insights to inform both corporate strategy and market positioning. Having built a reputation for deep understanding of macroeconomic trends, he is often consulted by organizations looking to navigate complex financial environments. Hunter's involvement with various investment initiatives highlights his ability to bridge analytical rigor with practical execution, making him an invaluable resource within capital markets.
Investment Philosophy & Strategy
Informed by a profound grasp of macroeconomic dynamics, David Hunter pursues investments that capitalize on shifts in market cycles and economic indicators. His strategic decision-making often reflects a synthesis of analytical prowess and hands-on implementation, fostering value creation through meticulous research. Driven by an acute awareness of prevailing market conditions, he seeks opportunities across diverse sectors where economic signals point to potential growth or mispricing. Hunter’s investment focus is inherently flexible, adapting strategies to align with emerging trends while safeguarding against systemic risks.
Informed by a profound grasp of macroeconomic dynamics, David Hunter pursues investments that capitalize on shifts in market cycles and economic indicators. His strategic decision-making often reflects a synthesis of analytical prowess and hands-on implementation, fostering value creation through meticulous research. Driven by an acute awareness of prevailing market conditions, he seeks opportunities across diverse sectors where economic signals point to potential growth or mispricing. Hunter’s investment focus is inherently flexible, adapting strategies to align with emerging trends while safeguarding against systemic risks.
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:
31.85%
Gain -0.17%
Monthly
0.67%
Yearly
8.4%
Drawdown
12.04%
$161.01M
Equity
Holdings
$161.01M
Investment
$127.86M
$37.7M
Profit -$214,145.33
Realized
$4.56M
Unrealized
$33.14M
Dividends
$17.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$214,145.33
Win %
65%
This Week
Compared To Last Week
Gain
1%
Profit
$1.59M
Win %
65%
This Month
Compared to last month
Gain
1%
Profit
$1.59M
Win %
65%
This Year
Compared to last year
Gain
7.09%
Profit
$10.66M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$52,748.95 
ETN Eaton Corporation plc
+7.32%
+$1,415.5 
GOOG Alphabet Inc
+6.88%
+$8,728.6 
GOOGL Alphabet Inc
+6.73%
+$45,614.1 
ANET Arista Networks, Inc.
+5.46%
+$7,464 
YUMC Yum China Holdings Inc.
+3.68%
+$449.73 
META Meta Platforms Inc Class A
+3.28%
+$813.28 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$58.93 
MSFT Microsoft Corp.
+3.02%
+$6,646.56 
NVDA NVIDIA Corporation
+2.93%
+$7,537.21 
ORLY O'Reilly Automotive Inc.
+2.28%
+$328.35 
ORCL Oracle Corporation
+1.81%
+$166.32 
ACN Accenture plc Class A
+1.61%
+$78.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$263.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$284.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,681.04 
IBM International Business Machines Corporation
+0.86%
+$66.85 
MCD McDonald's Corporation
+0.82%
+$28.6 
DRLL Strive U.S. Energy ETF
+0.8%
+$5.83 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,605.92 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,355.91 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,101.87 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,005.09 
CAT Caterpillar Inc.
+0.7%
+$1,411.83 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,307.84 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$120,217.38 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,418.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$377.91 
IWB iShares Russell 1000 ETF
+0.64%
+$438.6 
SYY Sysco Corporation
+0.63%
+$19.61 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$297.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,437.68 
IWD iShares Russell 1000 Value ETF
+0.44%
+$27.75 
RTX RTX Corporation
+0.39%
+$68.04 
AVGO Broadcom Inc.
+0.37%
+$72 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,846.98 
BAC Bank of America Corporation
+0.36%
+$549.12 
MRK Merck & Co., Inc.
+0.32%
+$122.18 
PHO Invesco Water Resources ETF
+0.27%
+$19 
JPM JPMorgan Chase & Co.
+0.27%
+$117.5 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$120.9 
T AT&T Inc.
+0.17%
+$9.16 
CB Chubb Limited
+0.15%
+$149.46 
CCL Carnival Corporation Ltd.
+0.14%
+$4 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$107.92 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$12.99 
C Citigroup Inc.
+0.1%
+$36.79 
WM Waste Management, Inc.
+0.1%
+$10.78 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$76.2 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.07%
+$189.07 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$323.06 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$27 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$233.43 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$228.63 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$112.77 
DIS The Walt Disney Company
+0.03%
+$0.75 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$17.96 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$615.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$0.13 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
OGN Organon & Co.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$69,146.4 
LIN Linde plc
-5.95%
-$211.82 
CI The Cigna Group
-2.99%
-$809.34 
IBIT iShares Bitcoin Trust
-2.89%
-$1,646.18 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$647.28 
ABBV AbbVie Inc.
-2.51%
-$336.44 
BHF Brighthouse Financial Inc.
-2.43%
-$36.96 
YUM Yum! Brands, Inc.
-2.37%
-$554.28 
SLV iShares Silver Trust
-2.13%
-$745.56 
UNH UnitedHealth Group Incorporated
-1.68%
-$707 
IAU iShares Gold Trust
-1.46%
-$1,988.8 
PRIM Primoris Services Corporation
-1.45%
-$4,930.24 
DAL Delta Air Lines, Inc.
-1.3%
-$87.4 
NNN NNN REIT, Inc.
-1.29%
-$604.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$8,686.19 
DE Deere & Company
-1.13%
-$714 
TXN Texas Instruments Inc
-1.08%
-$54.36 
LOW Lowe's Companies Inc.
-1.08%
-$923.89 
INTC Intel Corporation
-1.02%
-$398.97 
KO The Coca-Cola Company
-1.02%
-$343.8 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$270.84 
MET MetLife Inc.
-0.97%
-$182.36 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$24.2 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,134.47 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$225.42 
BLK BlackRock, Inc.
-0.73%
-$23.94 
STAG Stag Industrial Inc.
-0.73%
-$1.68 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$179.28 
ICLN iShares Global Clean Energy ETF
-0.68%
-$245.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$99,897.18 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$202.23 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.63%
-$147.63 
EFA iShares MSCI EAFE ETF
-0.62%
-$16,247.22 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,169.28 
DHR Danaher Corporation
-0.61%
-$15.47 
ACGL Arch Capital Group Ltd
-0.6%
-$166.53 
IYR iShares U.S. Real Estate ETF
-0.55%
-$74.82 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$4,585.08 
VNQ Vanguard Real Estate ETF
-0.54%
-$63,243.72 
LLY Eli Lilly and Company
-0.53%
-$2,071.94 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$11,522.08 
IWM iShares Russell 2000 ETF
-0.47%
-$689.44 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$11,167.13 
DVY iShares Select Dividend ETF
-0.45%
-$259.19 
VGK Vanguard FTSE Europe ETF
-0.44%
-$123.6 
TRV The Travelers Companies, Inc.
-0.43%
-$1,323.56 
HD The Home Depot, Inc.
-0.42%
-$284.95 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,093.3 
VGT Vanguard Information Technology ETF
-0.38%
-$264.88 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$197.58 
TFC Truist Financial Corporation
-0.33%
-$145.01 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$187.44 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$145.08 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$518.85 
SDY SPDR S&P Dividend ETF
-0.28%
-$374 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$653.48 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$75.42 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$16,624.81 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,373.5 
IWN iShares Russell 2000 Value ETF
-0.25%
-$55 
COST Costco Wholesale Corporation
-0.24%
-$57 
BNDX Vanguard Total International Bond ETF
-0.23%
-$12,527.02 
VB Vanguard Small-Cap ETF
-0.22%
-$26,655.27 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$2,926.93 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$182.52 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$173.7 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$99.9 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$292.35 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,302.05 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$181.26 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$2,692 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$5,422.82 
HYXF iShares ESG Advanced High Yield Fund
-0.15%
-$90.93 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$83.2 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$142.68 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$4,638.76 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,525.65 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$759.04 
TIP iShares TIPS Bond ETF
-0.1%
-$6,244.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$818.25 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$484.39 
AKRE Akre Focus ETF
-0.09%
-$2 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$58.32 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.08%
-$4,224.64 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$61.65 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$11.1 
CFO VictoryShares US 500 Enhanced ETF
-0.06%
-$59.31 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$2,281.95 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$3.12 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,021.39 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$53.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$6,195.52 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$515.48 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$1,193.56 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$106.83 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$265.57 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$88.09 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.02%
-$5.72 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$17.44 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$0.36 Events
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Dividends
Dividend Analysis
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| Trades 1201 | Longs Won 801/1201 66% | Profit Factor 13.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,788.99 |
| Average Win $50,942.21 | Best Trade (Aug 07) $6.55M | Sharpe Ratio -10.86 |
| Average Loss -$7,755.11 | Worst Trade (Aug 02) -$369,702.18 | Z-Score 0.91 (63.52%) |
| Commissions $0 | Avg. Trade Length 2y 1w 2d | Expectancy $31,392.73 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for David Hunter?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $2.63M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.3M, Vanguard Real Estate ETF - $1.51M, Vanguard Mid-Cap ETF - $1.3M, and Vanguard Small-Cap ETF - $1.2M. 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: Alphabet Inc - $81,724.4, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $33,423.92, Alphabet Inc - $32,491.25, Pfizer Inc - $21,305.61, and WEC Energy Group Inc - $6,640.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Hunter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.09M earned over time. The largest contributors to dividend income include Vanguard Real Estate ETF - $1.71M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.49M, iShares TIPS Bond ETF - $925,936.56, Vanguard Total Bond Market Index Fund - $882,352.83, and Vanguard Total International Bond ETF - $871,975.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Hunter's monthly returns?
David Hunter'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 David Hunter's strategy be considered aggressive or moderate?
David Hunter's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Hunter's strategy?
David Hunter's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
