AEK
A. Eric Kauders, Jr. Portfolio
Invests via Old Point Trust & Financial Services N A | Managed by A. Eric Kauders, Jr.
Invests via Old Point Trust & Financial Services N A
Managed by A. Eric Kauders, Jr.
Automatically Tracked
A. Eric Kauders, Jr. Profile
With a robust history in corporate governance, A. Eric Kauders, Jr. plays an integral role as a board-level operator and advisor in multiple sectors. His extensive experience spans several prominent companies where he has significantly contributed to strategic initiatives and organizational growth. He is known for his ability to foster collaboration among stakeholders while implementing innovative solutions to complex challenges. As a thought leader with expertise in enhancing operational efficiencies, his involvement in shaping corporate direction reflects an astute understanding of market dynamics. His leadership acumen positions him as a valuable asset within any boardroom.
With a robust history in corporate governance, A. Eric Kauders, Jr. plays an integral role as a board-level operator and advisor in multiple sectors. His extensive experience spans several prominent companies where he has significantly contributed to strategic initiatives and organizational growth. He is known for his ability to foster collaboration among stakeholders while implementing innovative solutions to complex challenges. As a thought leader with expertise in enhancing operational efficiencies, his involvement in shaping corporate direction reflects an astute understanding of market dynamics. His leadership acumen positions him as a valuable asset within any boardroom.
Investment Philosophy & Strategy
Through a keen understanding of market dynamics, A. Eric Kauders, Jr. exemplifies a transformative approach to investment decision-making. His deep experience in corporate governance enables an acute analysis of emerging opportunities and operational efficiencies within businesses. The focus rests on fostering strategic collaborations that drive value creation while navigating complex challenges effectively. This leadership fosters innovation across various sectors, highlighting an ability to align organizational objectives with evolving industry trends. Consequently, his contributions are poised to elevate not just financial performance but also long-term stakeholder engagement.
Through a keen understanding of market dynamics, A. Eric Kauders, Jr. exemplifies a transformative approach to investment decision-making. His deep experience in corporate governance enables an acute analysis of emerging opportunities and operational efficiencies within businesses. The focus rests on fostering strategic collaborations that drive value creation while navigating complex challenges effectively. This leadership fosters innovation across various sectors, highlighting an ability to align organizational objectives with evolving industry trends. Consequently, his contributions are poised to elevate not just financial performance but also long-term stakeholder engagement.
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:
0.19%
Gain 0%
Monthly
0.05%
Yearly
0.56%
Drawdown
1.12%
$38.08B
Equity
Holdings
$38.08B
Investment
$33.5B
$4.58B
Profit +$819,202.32
Realized
$0
Unrealized
$4.58B
Dividends
$79.58M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.004%
Profit
$819,202.32
Win %
74%
This Week
Compared To Last Week
Gain
0%
Profit
$151,836.97
Win %
74%
This Month
Compared to last month
Gain
0.01%
Profit
$3.45M
Win %
74%
This Year
Compared to last year
Gain
0.08%
Profit
$30.64M
Win %
74%
BMY Bristol-Myers Squibb Company
+4.61%
+$52,179.12 
MRK Merck & Co., Inc.
+3.8%
+$272,025.41 
LLY Eli Lilly and Company
+3.62%
+$371,623.82 
WMT Walmart Inc.
+3.46%
+$96,472.32 
PFE Pfizer Inc.
+2.96%
+$91,379.78 
DOW Dow Inc.
+2.38%
+$3,399.32 
PG Procter & Gamble Co
+2.28%
+$107,478.26 
MO Altria Group, Inc.
+2.19%
+$40,394.53 
TGT Target Corporation
+2.18%
+$87,598.2 
JNJ Johnson & Johnson
+2.13%
+$603,405 
VZ Verizon Communications Inc.
+2.04%
+$77,284.95 
CVX Chevron Corporation
+1.98%
+$14,007.48 
KO The Coca-Cola Company
+1.85%
+$90,497.3 
XOM Exxon Mobil Corporation
+1.68%
+$293,705.58 
PEP PepsiCo, Inc.
+1.55%
+$103,700.8 
AFL Aflac Inc.
+1.52%
+$76,818 
SO The Southern Company
+1.44%
+$26,543 
MDT Medtronic plc
+1.31%
+$47,578.7 
KMB Kimberly-Clark Corporation
+1.14%
+$33,409.38 
BUD Anheuser-Busch InBev S.A. ADR
+1.12%
+$4,840 
MMM 3M Company
+1.04%
+$42,789.9 
COP ConocoPhillips
+1.02%
+$132,760.63 
D Dominion Energy, Inc.
+0.8%
+$4,034 
BP BP p.l.c. Sponsored ADR
+0.58%
+$3,191.44 
HD The Home Depot, Inc.
+0.54%
+$13,806.06 
DIS The Walt Disney Company
+0.38%
+$2,664.06 
ABT Abbott Laboratories
+0.35%
+$5,082.32 
IP International Paper Company
+0.28%
+$1,162.71 
WFC Wells Fargo & Company
+0.2%
+$7,020.8 
HON Honeywell International Inc.
+0.15%
+$7,209.43 
AGMJF Algoma Central Corporation
0%
$0 
MVCO Metavesco Inc.
0%
$0 
OPOF Old Point Financial Corporation
0%
$0 
UTX United Technologies Corp
0%
$0 
RTN Raytheon Co
0%
$0 TYC
TYC
0%
$0 BLS
BLS
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 WYE
WYE
0%
$0 WB
WB
0%
$0 RD
RD
0%
$0 SOTR
SOTR
0%
$0 STI
STI
0%
$0 LU
LU
0%
$0 G
G
0%
$0 BLC
BLC
0%
$0 MEG
MEG
0%
$0 HPQ
HPQ
0%
$0 CSKE
CSKEQ
0%
$0 MRBK
MRBK
0%
$0 NOLD
NOLD
0%
$0 6701
67019U101
0%
$0 2574
257460109
0%
$0 4114
41146K104
0%
$0 
FNMA Fannie Mae
-9.22%
-$1,712.64 
BAC Bank of America Corporation
-4.76%
-$148,607.68 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$5,143.72 
INTC Intel Corporation
-4.56%
-$165,017.65 
AMAT Applied Materials, Inc.
-3.79%
-$482,267.19 
CAT Caterpillar Inc.
-3.08%
-$171,360.36 
NWL Newell Brands Inc.
-2.15%
-$6,444 
C Citigroup Inc.
-1.81%
-$2,993.82 
MSFT Microsoft Corp.
-1.8%
-$731,512.75 
EMR Emerson Electric Co.
-1.48%
-$27,747.7 
APA APA Corporation
-1.33%
-$14,127.32 
IBM International Business Machines Corporation
-1.26%
-$44,096.54 
CSCO Cisco Systems, Inc.
-1.24%
-$42,920.02 
DD DuPont de Nemours, Inc.
-0.83%
-$21,301.49 
BBT Beacon Financial Corporation
-0.66%
-$8,764.56 
SYK Stryker Corporation
-0.33%
-$4,231.45 
AIG American International Group Inc.
-0.28%
-$191.2 
LOW Lowe's Companies Inc.
-0.23%
-$4,798.91 
GE General Electric Company
-0.2%
-$11,620.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 74 | Longs Won 41/74 55% | Profit Factor 10.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $454.93M |
| Average Win $123.97M | Best Trade (Oct 15) $3.72B | Sharpe Ratio 0 |
| Average Loss -$15.18M | Worst Trade (Oct 15) -$289.3M | Z-Score 0.93 (64.85%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $61.92M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.64% | 9.2% |
| Consecutive Losing Trades | 2,506 | 2,256 | 2,005 | 1,754 | 1,504 | 1,253 | 1,003 | 752 | 501 | 251 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2574 257460109 | 39,811 | $2.54B | $2.54B | - | - | - | 0.0 |
| 4114 41146K104 | 16,255 | $796.5M | $796.5M | - | - | - | 0.0 |
| 6701 67019U101 | 14,104 | $141,000 | $141,000 | - | - | - | 0.0 |
| ABT Abbott Laboratories | 14,117.54 | $295,748.41 | $1.45M | - | $1.16M | 391.53% | +0.351% |
| AFL Aflac Inc. | 43,400 | $785,106 | $5.13M | - | $4.35M | 553.45% | +1.52% |
| AGMJF Algoma Central Corporation | 36,000 | $173,880 | $744,480 | - | $570,600 | 328.16% | 0.0 |
| AIG American International Group Inc. | 869.1 | $1.02M | $67,294.41 | - | -$952,238.11 | -93.4% | -0.283% |
| AMAT Applied Materials, Inc. | 27,386 | $614,541.84 | $12.23M | - | $11.62M | 1,890.33% | -3.793% |
| APA APA Corporation | 22,074 | $895,100.7 | $1.05M | - | $150,544.68 | 16.82% | -1.333% |
| BAC Bank of America Corporation | 57,824 | $2.33M | $2.97M | - | $646,472.32 | 27.8% | -4.763% |
| BBT Beacon Financial Corporation | 48,692 | $1.88M | $1.32M | - | -$562,392.6 | -29.89% | -0.66% |
| BLC BLC | 9,184 | $260.27M | $260.27M | - | - | - | 0.0 |
| BLS BLS | 60,967 | $1.73B | $1.73B | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 19,992 | $571,771.2 | $1.19M | - | $613,354.56 | 107.27% | +4.606% |
| BP BP p.l.c. Sponsored ADR | 11,398 | $562,491.3 | $556,336.38 | - | -$6,154.92 | -1.09% | +0.577% |
| BUD Anheuser-Busch InBev S.A. ADR | 5,500 | $289.74M | $437,250 | - | -$289.3M | -99.85% | +1.119% |
| C Citigroup Inc. | 1,324.7 | $643,009.38 | $161,971.07 | - | -$481,038.31 | -74.81% | -1.815% |
| CAT Caterpillar Inc. | 7,200 | $298,872 | $5.39M | - | $5.09M | 1,704.34% | -3.08% |
| COP ConocoPhillips | 92,194.24 | $2.33M | $13.12M | - | $10.79M | 463.37% | +1.022% |
| CSCO Cisco Systems, Inc. | 30,014 | $727,239.22 | $3.41M | - | $2.68M | 369.01% | -1.243% |
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FAQ
Which stocks have generated the highest profits for A. Eric Kauders, Jr.?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $8.99M, Johnson & Johnson - $7.89M, Exxon Mobil Corporation - $5.98M, Old Point Financial Corporation - $5.3M, and Verizon Communications Inc - $4.21M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does A. Eric Kauders, Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $79.58M earned over time. The largest contributors to dividend income include General Electric Company - $8.99M, Johnson & Johnson - $7.89M, Exxon Mobil Corporation - $5.98M, Old Point Financial Corporation - $5.3M, and Verizon Communications Inc - $4.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are A. Eric Kauders, Jr.'s monthly returns?
A. Eric Kauders, Jr.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can A. Eric Kauders, Jr.'s strategy be considered aggressive or moderate?
A. Eric Kauders, Jr.'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 A. Eric Kauders, Jr.'s strategy?
A. Eric Kauders, Jr.'s strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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