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:
37.3%
Gain -0.53%
Monthly
0.63%
Yearly
7.87%
Drawdown
12.04%
$159.73M
Equity
Holdings
$159.73M
Investment
$127.86M
$36.43M
Profit -$654,544.55
Realized
$4.56M
Unrealized
$31.87M
Dividends
$17.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$654,544.55
Win %
58%
This Week
Compared To Last Week
Gain
0.63%
Profit
$1M
Win %
58%
This Month
Compared to last month
Gain
-0.74%
Profit
-$1.19M
Win %
58%
This Year
Compared to last year
Gain
6.24%
Profit
$9.38M
Win %
60%
INTC Intel Corporation
+13.27%
+$6,181.89 
WBD Warner Bros. Discovery, Inc.
+9.93%
+$195.96 
META Meta Platforms Inc Class A
+6.87%
+$2,103.12 
IBIT iShares Bitcoin Trust
+6.08%
+$4,348.4 
BITW Bitwise 10 Crypto Index Fund
+5.87%
+$1,748.16 
ACN Accenture plc Class A
+2.98%
+$162.3 
IEMG iShares Core MSCI Emerging Markets ETF
+2.09%
+$7,172.94 
QQQ Invesco QQQ Trust, Series 1
+2.05%
+$11,395.99 
VGT Vanguard Information Technology ETF
+1.91%
+$1,438.36 
ETN Eaton Corporation plc
+1.88%
+$399 
GOOG Alphabet Inc
+1.78%
+$2,333.2 
CCL Carnival Corporation Ltd.
+1.75%
+$38.32 
IWF iShares Russell 1000 Growth ETF
+1.73%
+$6,236.64 
C Citigroup Inc.
+1.71%
+$636.75 
ANET Arista Networks, Inc.
+1.65%
+$2,632 
VPL Vanguard FTSE Pacific ETF
+1.57%
+$444.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.53%
+$318.2 
GOOGL Alphabet Inc
+1.52%
+$10,779.28 
VOT Vanguard Mid-Cap Growth ETF
+1.5%
+$853.12 
DAL Delta Air Lines, Inc.
+1.48%
+$89.3 
VWO Vanguard FTSE Emerging Markets ETF
+1.44%
+$7,230.53 
NVDA NVIDIA Corporation
+1.44%
+$4,224 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.4%
+$268.6 
ORCL Oracle Corporation
+1.4%
+$148.32 
CAT Caterpillar Inc.
+1.29%
+$2,597.07 
MRK Merck & Co., Inc.
+1.25%
+$545.34 
NNN NNN REIT, Inc.
+1.23%
+$497.25 
LLY Eli Lilly and Company
+1.22%
+$4,767.49 
VEU Vanguard FTSE All-World ex-US ETF
+1.22%
+$1,039.35 
IWP iShares Russell Mid-Cap Growth ETF
+1.22%
+$711.42 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+1.16%
+$917.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.14%
+$207,153.92 
ESGU iShares ESG Aware MSCI USA ETF
+1.12%
+$1,623.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.11%
+$167,913.71 
TXN Texas Instruments Inc
+1.11%
+$53.1 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.1%
+$278.88 
IWV ISHARES RUSSELL 3000 ETF
+1.09%
+$572.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.08%
+$7,212.04 
VOO Vanguard S&P 500 ETF
+1.08%
+$6,401.71 
IWB iShares Russell 1000 ETF
+1.08%
+$762.45 
VGK Vanguard FTSE Europe ETF
+1.08%
+$293.55 
IVV iShares Core S&P 500 ETF
+1.07%
+$10,114.74 
DE Deere & Company
+1.05%
+$753.9 
T AT&T Inc.
+1.04%
+$60.69 
EFA iShares MSCI EAFE ETF
+1.02%
+$26,463.28 
ICLN iShares Global Clean Energy ETF
+1.01%
+$362.37 
CHKP Check Point Software Technologies Ltd.
+0.99%
+$28.82 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.98%
+$1,872.67 
ITA iShares U.S. Aerospace & Defense ETF
+0.98%
+$518.7 
VTWG Vanguard Russell 2000 Growth ETF
+0.95%
+$257.04 
IEFA iShares Core MSCI EAFE ETF
+0.94%
+$296.93 
VNQ Vanguard Real Estate ETF
+0.92%
+$100,135.89 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.9%
+$611.71 
DIS The Walt Disney Company
+0.9%
+$23 
XLRE The Real Estate Select Sector SPDR Fund
+0.88%
+$18,520.49 
ICF iShares Cohen & Steers Realty Majors ETF
+0.86%
+$6,696.63 
TFC Truist Financial Corporation
+0.84%
+$349.73 
DHR Danaher Corporation
+0.84%
+$23.14 
IQLT iShares MSCI International Quality Factor ETF
+0.83%
+$1,148.31 
IYR iShares U.S. Real Estate ETF
+0.83%
+$104.49 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.73%
+$319.95 
YUM Yum! Brands, Inc.
+0.67%
+$137.82 
IWM iShares Russell 2000 ETF
+0.67%
+$937.44 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.64%
+$147.63 
SCHA Schwab U.S. Small-Cap ETF
+0.63%
+$1,766.1 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.62%
+$664.62 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.61%
+$4,343.09 
AMZN Amazon.com Inc
+0.6%
+$2,236.85 
BRK-B Berkshire Hathaway Inc.
+0.6%
+$3,033.61 
IWR iShares Russell Mid-Cap ETF
+0.59%
+$1,338.58 
JPM JPMorgan Chase & Co.
+0.57%
+$251.25 
CEFS Saba Capital Income & Opportunities ETF
+0.56%
+$60.62 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$159.22 
VO Vanguard Mid-Cap ETF
+0.54%
+$66,601.84 
BLV Vanguard Long-Term Bond ETF
+0.51%
+$12,067.7 
VB Vanguard Small-Cap ETF
+0.51%
+$59,572.3 
AOK iShares Core Conservative Allocation ETF
+0.49%
+$31.2 
VOOV Vanguard S&P 500 Value ETF
+0.48%
+$674.87 
IWD iShares Russell 1000 Value ETF
+0.45%
+$28.5 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.45%
+$21.06 
OGN Organon & Co.
+0.44%
+$2.52 
IWN iShares Russell 2000 Value ETF
+0.44%
+$94.5 
IJH iShares Core S&P Mid-Cap ETF
+0.39%
+$2,704.08 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.39%
+$685.61 
IJR iShares Core S&P Small-Cap ETF
+0.39%
+$3,586.21 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.38%
+$33.65 
BNDX Vanguard Total International Bond ETF
+0.37%
+$19,929.35 
AAPL Apple Inc.
+0.37%
+$3,482.7 
IDXX IDEXX Laboratories, Inc.
+0.34%
+$176 
ABBV AbbVie Inc.
+0.34%
+$46.28 
MDY SPDR S&P MidCap 400 ETF Trust
+0.34%
+$366.54 
PRIM Primoris Services Corporation
+0.32%
+$994 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$164.28 
AVGO Broadcom Inc.
+0.3%
+$54 
EES WisdomTree U.S. SmallCap Fund
+0.3%
+$165.4 
RTX RTX Corporation
+0.27%
+$42.93 
CFO VictoryShares US 500 Enhanced ETF
+0.27%
+$283.37 
IWS iShares Russell Mid-Cap Value ETF
+0.27%
+$121.36 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.26%
+$192.71 
TIP iShares TIPS Bond ETF
+0.25%
+$15,042.46 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.25%
+$3,215.08 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$3,171.09 
BND Vanguard Total Bond Market Index Fund
+0.24%
+$14,874.83 
SCHP Schwab U.S. TIPS ETF
+0.24%
+$3,051.3 
IAGG iShares International Aggregate Bond Fund
+0.23%
+$3,869.75 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.23%
+$182.38 
BAC Bank of America Corporation
+0.23%
+$324.48 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.22%
+$2.27 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.21%
+$7,249.23 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.21%
+$270.37 
TRV The Travelers Companies, Inc.
+0.21%
+$633.36 
HYXF iShares ESG Advanced High Yield Fund
+0.18%
+$110.42 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.18%
+$150.91 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.17%
+$6,461.79 
IBM International Business Machines Corporation
+0.16%
+$12.95 
BSJU Invesco BulletShares 2030 High Yield Fund
+0.15%
+$56.29 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.15%
+$807.65 
BLK BlackRock, Inc.
+0.14%
+$4.41 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.11%
+$281.09 
STAG Stag Industrial Inc.
+0.11%
+$0.24 
SDY SPDR S&P Dividend ETF
+0.1%
+$120.7 
PHO Invesco Water Resources ETF
+0.09%
+$6.13 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$113.36 
STIP iShares 0-5 Year TIPS Bond ETF
+0.08%
+$85.52 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$773.14 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.07%
+$322.41 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.06%
+$1,561.18 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.06%
+$300.19 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.06%
+$2,285.78 
YUMC Yum China Holdings Inc.
+0.05%
+$5.26 
RSP Invesco S&P 500 Equal Weight ETF
+0.05%
+$351.94 
EZM WisdomTree U.S. MidCap Fund
+0.04%
+$36.99 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.04%
+$1,358.81 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$236.61 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.02%
+$858.01 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$56.38 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$52.35 
DRLL Strive U.S. Energy ETF
-2.15%
-$17.1 
ORLY O'Reilly Automotive Inc.
-1.58%
-$221.1 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.28%
-$266.4 
SYY Sysco Corporation
-0.89%
-$26.09 
HD The Home Depot, Inc.
-0.86%
-$526.85 
WM Waste Management, Inc.
-0.84%
-$86.73 
LOW Lowe's Companies Inc.
-0.74%
-$577.94 
LIN Linde plc
-0.61%
-$19.6 
IAU iShares Gold Trust
-0.61%
-$880 
UNH UnitedHealth Group Incorporated
-0.54%
-$202 
KO The Coca-Cola Company
-0.48%
-$162.35 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.45%
-$26,633.6 
CI The Cigna Group
-0.41%
-$105.28 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.38%
-$10,346.78 
AKRE Akre Focus ETF
-0.36%
-$8 
SLV iShares Silver Trust
-0.34%
-$134.07 
ACGL Arch Capital Group Ltd
-0.28%
-$73.71 
DVY iShares Select Dividend ETF
-0.25%
-$142.2 
MET MetLife Inc.
-0.24%
-$44.62 
BHF Brighthouse Financial Inc.
-0.23%
-$2.76 
MSFT Microsoft Corp.
-0.18%
-$434.32 
CB Chubb Limited
-0.11%
-$107.16 
COST Costco Wholesale Corporation
-0.09%
-$21.12 
MCD McDonald's Corporation
-0.04%
-$1.43 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.04%
-$182.87 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.02%
-$262.46 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.01%
-$72.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$81.83 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
-$115.22 Events
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Dividends
Dividend Analysis
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| Trades 1201 | Longs Won 760/1201 63% | Profit Factor 10.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,565.12 |
| Average Win $52,762.67 | Best Trade (Aug 14) $6.71M | Sharpe Ratio -10.86 |
| Average Loss -$8,331.14 | Worst Trade (Sep 14) -$404,950.35 | Z-Score -3.21 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m | Expectancy $30,329.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,820 | $546,995.4 | $951,369.3 | - | $404,373.9 | 73.93% | +0.367% |
| ABBV AbbVie Inc. | 52 | $7,577.29 | $13,772.2 | - | $6,194.91 | 81.76% | +0.337% |
| ACGL Arch Capital Group Ltd | 273 | $12,418.77 | $26,377.26 | - | $13,958.49 | 112.4% | -0.279% |
| ACN Accenture plc Class A | 30 | $10,527.3 | $5,601 | - | -$4,926.3 | -46.8% | +2.984% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,494 | $1.34M | $1.3M | - | -$45,568.18 | -3.39% | +0.245% |
| AKRE Akre Focus ETF | 40 | $2,114 | $2,219.4 | - | $105.4 | 4.99% | -0.359% |
| AMZN Amazon.com Inc | 1,462 | $176,457.47 | $373,160.88 | - | $196,703.41 | 111.47% | +0.603% |
| ANET Arista Networks, Inc. | 800 | $88,424 | $162,144 | - | $73,720 | 83.37% | +1.65% |
| AOK iShares Core Conservative Allocation ETF | 156 | $5,418.15 | $6,390.54 | - | $972.39 | 17.95% | +0.491% |
| AVGO Broadcom Inc. | 50 | $8,027.5 | $17,934.5 | - | $9,907 | 123.41% | +0.302% |
| BAC Bank of America Corporation | 2,496 | $75,011.23 | $144,418.56 | - | $69,407.33 | 92.53% | +0.225% |
| BHF Brighthouse Financial Inc. | 24 | $984.48 | $1,196.04 | - | $211.56 | 21.49% | -0.23% |
| BITW Bitwise 10 Crypto Index Fund | 558 | $24,890.71 | $31,549.32 | - | $6,658.61 | 26.75% | +5.866% |
| BLK BlackRock, Inc. | 3 | $2,848.53 | $3,213.75 | - | $365.22 | 12.82% | +0.137% |
| BLV Vanguard Long-Term Bond ETF | 36,023 | $2.81M | $2.36M | - | -$448,234.76 | -15.97% | +0.514% |
| BND Vanguard Total Bond Market Index Fund | 87,499 | $6.51M | $6.24M | - | -$261,469 | -4.02% | +0.239% |
| BNDX Vanguard Total International Bond ETF | 113,882 | $5.59M | $5.38M | - | -$215,358.38 | -3.85% | +0.372% |
| BRK-B Berkshire Hathaway Inc. | 993 | $308,874.09 | $509,235.22 | - | $200,361.13 | 64.87% | +0.599% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 214,225 | $4.12M | $4.18M | - | $54,600.07 | 1.32% | +0.055% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 197,215 | $3.78M | $3.86M | - | $78,037.26 | 2.07% | +0.035% |
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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 - $2.33M, 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 - $81,640.8, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $33,423.92, Alphabet Inc - $32,044.65, 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 $17.34M earned over time. The largest contributors to dividend income include Vanguard Real Estate ETF - $1.71M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.53M, iShares TIPS Bond ETF - $925,936.56, Vanguard Total Bond Market Index Fund - $904,481.33, and Vanguard Total International Bond ETF - $885,709.87. 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.
