TSP
Thomas S. Paluck Portfolio
Invests via TSP Capital Management Group LLC | Managed by Thomas S. Paluck
Invests via TSP Capital Management Group LLC
Managed by Thomas S. Paluck
Automatically Tracked
Thomas S. Paluck Profile
With extensive experience in the private equity landscape, Thomas S. Paluck serves as a seasoned investor-operator renowned for his strategic insights and execution capabilities. His background encompasses leadership roles across various firms, where he has been pivotal in driving growth and enhancing operational efficiencies. Throughout his career, he has demonstrated a profound ability to identify lucrative investment opportunities while overseeing significant deal transactions that shape industry dynamics. His expertise not only spans financial markets but also includes active participation in entrepreneurial ventures, thereby reinforcing his impact on both startups and established organizations alike.
With extensive experience in the private equity landscape, Thomas S. Paluck serves as a seasoned investor-operator renowned for his strategic insights and execution capabilities. His background encompasses leadership roles across various firms, where he has been pivotal in driving growth and enhancing operational efficiencies. Throughout his career, he has demonstrated a profound ability to identify lucrative investment opportunities while overseeing significant deal transactions that shape industry dynamics. His expertise not only spans financial markets but also includes active participation in entrepreneurial ventures, thereby reinforcing his impact on both startups and established organizations alike.
Investment Philosophy & Strategy
In the realm of private equity, insightful opportunities often arise from market dislocation and operational inefficiencies. With a robust entrepreneurial mindset, Thomas S. Paluck expertly navigates complex investment landscapes, leveraging his rich leadership experience to assess competitive positioning and capitalize on value creation strategies. His focus is primarily on sectors undergoing transformation, where he identifies companies poised for scalable growth through strategic acquisitions or management enhancements. By aligning capital deployment with clear performance metrics, he fosters enduring partnerships that drive sustained financial success while embracing innovation.
In the realm of private equity, insightful opportunities often arise from market dislocation and operational inefficiencies. With a robust entrepreneurial mindset, Thomas S. Paluck expertly navigates complex investment landscapes, leveraging his rich leadership experience to assess competitive positioning and capitalize on value creation strategies. His focus is primarily on sectors undergoing transformation, where he identifies companies poised for scalable growth through strategic acquisitions or management enhancements. By aligning capital deployment with clear performance metrics, he fosters enduring partnerships that drive sustained financial success while embracing innovation.
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:
128.26%
Gain +1.41%
Monthly
0.84%
Yearly
10.58%
Drawdown
32.04%
$371.81M
Equity
Holdings
$371.81M
Investment
$236.46M
$390.79M
Profit +$3.42M
Realized
$255.45M
Unrealized
$135.34M
Dividends
$67.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.41%
Profit
$3.42M
Win %
68%
This Week
Compared To Last Week
Gain
-4.11%
Profit
-$15.91M
Win %
68%
This Month
Compared to last month
Gain
-3.72%
Profit
-$14.34M
Win %
68%
This Year
Compared to last year
Gain
-10.72%
Profit
-$44.58M
Win %
70%
XPER Xperi Inc.
+4.62%
+$334,037.72 
SBSW Sibanye Stillwater Ltd - ADR
+4.09%
+$422,489.37 
CAG Conagra Brands Inc.
+3.9%
+$7,371 
BMY Bristol-Myers Squibb Company
+3.75%
+$27,028.5 
NVAX Novavax Inc.
+3.56%
+$638,714.25 
WU Western Union Co.
+3.55%
+$241,909.18 
WM Waste Management, Inc.
+3.29%
+$294,816.15 
WY Weyerhaeuser Company
+3.04%
+$11,966.33 
NEM Newmont Corporation
+2.51%
+$291,104.8 
CLDX Celldex Therapeutics Inc.
+2.46%
+$253,776.64 
SLV iShares Silver Trust
+2.45%
+$325,857.75 
MRK Merck & Co., Inc.
+2.3%
+$127,443.66 
PBI Pitney Bowes Inc.
+2.24%
+$22,987.5 
MCI Barings Corporate Investors
+2.02%
+$31,787.28 
AWK American Water Works Company, Inc.
+1.89%
+$157,573.85 
PFE Pfizer Inc.
+1.76%
+$14,162.5 
MNKD MannKind Corporation
+1.74%
+$208,565.44 
MSEX Middlesex Water Company
+1.7%
+$192,043.67 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+1.54%
+$325,413.43 
AMX América Móvil, S.A.B. de C.V.
+1.44%
+$59,573.11 
MDT Medtronic plc
+1.4%
+$13,464 
GWRS Global Water Resources Inc.
+1.39%
+$147,433.55 
GLD SPDR Gold Shares
+1.17%
+$89,617.66 
MLP Maui Land & Pineapple Company, Inc.
+0.95%
+$153,846.14 
MPV Barings Participation Investors
+0.9%
+$41,500.65 
XYL Xylem Inc.
+0.83%
+$74,815.3 
SSYS Stratasys Ltd.
+0.71%
+$55,552.5 
CWCO Consolidated Water Co. Ltd.
+0.65%
+$91,048 
HPI John Hancock Preferred Income Fund
+0.6%
+$16,210.8 
CDE Coeur Mining, Inc.
+0.47%
+$121,582.02 
KRP Kimbell Royalty Partners, LP
+0.41%
+$4,410.25 
BGH Barings Global Short Duration High Yield Fund
+0.16%
+$8,044.56 
DUK Duke Energy Corporation
+0.08%
+$1,762.7 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
CTVA Corteva Inc.
-4.66%
-$132,236.87 
CSCO Cisco Systems, Inc.
-4.23%
-$53,391 
ADEA Adeia Inc.
-2.08%
-$398,497.95 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-2.04%
-$78,452.25 
TMQ Trilogy Metals Inc.
-1.03%
-$169,427.5 
CIG Companhia Energética de Minas Gerais S.A. ADR
-0.64%
-$136,853.27 
NOK Nokia Corporation Sponsored ADR
-0.27%
-$51,411.05 
FCX Freeport-McMoRan Inc.
-0.22%
-$33,104.12 Events
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Dividends
Dividend Analysis
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| Trades 4199 | Longs Won 2709/4199 64% | Profit Factor 3.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $601,637.57 |
| Average Win $196,283.66 | Best Trade (Mar 30) $15.09M | Sharpe Ratio -98.88 |
| Average Loss -$94,365.12 | Worst Trade (Oct 15) -$4.9M | Z-Score -17.53 (100%) |
| Commissions $0 | Avg. Trade Length 4y 8m 3w 4d | Expectancy $93,068.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,937 | 3,543 | 3,150 | 2,756 | 2,362 | 1,969 | 1,575 | 1,181 | 787 | 394 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADEA Adeia Inc. | 885,551 | $8.83M | $18.74M | - | $9.91M | 112.3% | -2.082% |
| AMX América Móvil, S.A.B. de C.V. | 189,121 | $3.98M | $4.19M | - | $206,979.23 | 5.2% | +1.442% |
| AWK American Water Works Company, Inc. | 63,410 | $8.53M | $8.51M | - | -$25,400.64 | -0.3% | +1.887% |
| BGH Barings Global Short Duration High Yield Fund | 402,228 | $6.49M | $5.17M | - | -$1.32M | -20.33% | +0.156% |
| BMY Bristol-Myers Squibb Company | 12,175 | $516,772.86 | $748,762.5 | - | $231,989.64 | 44.89% | +3.745% |
| BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR | 692,369 | $6.5M | $21.46M | - | $14.95M | 229.96% | +1.54% |
| CAG Conagra Brands Inc. | 13,650 | $348,180.87 | $196,287 | - | -$151,893.87 | -43.62% | +3.902% |
| CDE Coeur Mining, Inc. | 1.74M | $26.3M | $26.14M | - | -$155,967.1 | -0.59% | +0.467% |
| CIG Companhia Energética de Minas Gerais S.A. ADR | 9.12M | $14.39M | $21.21M | - | $6.82M | 47.42% | -0.641% |
| CLDX Celldex Therapeutics Inc. | 371,127 | $4.89M | $10.58M | - | $5.7M | 116.58% | +2.457% |
| CSCO Cisco Systems, Inc. | 11,100 | $375,180 | $1.21M | - | $832,833 | 221.98% | -4.233% |
| CTVA Corteva Inc. | 211,579 | $5.75M | $2.7M | - | -$3.04M | -52.96% | -4.664% |
| CWCO Consolidated Water Co. Ltd. | 479,200 | $6.21M | $14.09M | - | $7.88M | 126.99% | +0.65% |
| DUK Duke Energy Corporation | 17,627 | $1.23M | $2.11M | - | $884,635.55 | 72.15% | +0.084% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 44,251 | $1.73M | $685,890.5 | - | -$1.04M | -60.27% | 0.0 |
| FCX Freeport-McMoRan Inc. | 213,575 | $2.8M | $14.84M | - | $12.04M | 430.19% | -0.223% |
| GLD SPDR Gold Shares | 20,414 | $2.43M | $7.77M | - | $5.34M | 219.67% | +1.168% |
| GWRS Global Water Resources Inc. | 1.34M | $11.37M | $10.79M | - | -$576,494.92 | -5.07% | +1.385% |
| HPI John Hancock Preferred Income Fund | 202,635 | $3.53M | $2.72M | - | -$811,278.85 | -22.98% | +0.6% |
| KRP Kimbell Royalty Partners, LP | 67,850 | $583,621.59 | $1.08M | - | $491,461.66 | 84.21% | +0.412% |
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FAQ
Which stocks have generated the highest profits for Thomas S. Paluck?
The largest contributions to the portfolio's profits come from the following stocks: New Gold Inc - $44.74M, Eli Lilly and Company - $33.64M, Chemed Corporation - $18.54M, Sibanye Stillwater Ltd - ADR - $15.17M, and Compañía de Minas Buenaventura S.A.A. Sponsored ADR - $14.5M. 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: AVAN - $4.49M, KVPHQ - $4.33M, Companhia Energética de Minas Gerais S.A. ADR - $3.87M, TiVo Corp - $3.22M, and L - $2.79M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas S. Paluck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $67.45M earned over time. The largest contributors to dividend income include Barings Participation Investors - $6.95M, Western Union Co - $4.42M, Sibanye Stillwater Ltd - ADR - $3.94M, Waste Management, Inc - $3.49M, and Duke Energy Corporation - $2.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas S. Paluck's monthly returns?
Thomas S. Paluck's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Thomas S. Paluck's strategy be considered aggressive or moderate?
Thomas S. Paluck's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Thomas S. Paluck's strategy?
Thomas S. Paluck's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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