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:
13.42%
Gain -0.21%
Monthly
0.35%
Yearly
4.28%
Drawdown
14.84%
$230.32M
Equity
Holdings
$230.32M
Investment
$93.16M
$137.16M
Profit -$492,310.37
Realized
-$0
Unrealized
$137.16M
Dividends
$48.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$492,310.37
Win %
77%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$492,310.37
Win %
77%
This Month
Compared to last month
Gain
-0.21%
Profit
-$492,310.37
Win %
77%
This Year
Compared to last year
Gain
11.29%
Profit
$23.36M
Win %
77%
MMM 3M Company
+7.3%
+$44,433.79 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+3.99%
+$512,640 
NEM Newmont Corporation
+3.69%
+$25,662 
HP Helmerich & Payne Inc.
+2.7%
+$18,200 
OXY Occidental Petroleum Corporation
+2.35%
+$112,303.76 
DD DuPont de Nemours, Inc.
+2.31%
+$48,240 
XOM Exxon Mobil Corporation
+2.27%
+$144,207.84 
OPY Oppenheimer Holdings Inc.
+1.97%
+$83,070 
MRK Merck & Co., Inc.
+1.5%
+$18,600.08 
BMY Bristol-Myers Squibb Company
+1.28%
+$13,068.44 
PFE Pfizer Inc.
+0.67%
+$6,616.93 
VZ Verizon Communications Inc.
+0.61%
+$3,777.05 
VNO Vornado Realty Trust
+0.52%
+$14,360.84 
CMCSA Comcast Corp
+0.13%
+$7,926.94 
DUK Duke Energy Corporation
+0.02%
+$1,457.38 
ABV
0%
$0 
AVAN
0%
$0 
BID Sotheby's
0%
$0 
BLS
0%
$0 
CMCSK
0%
$0 
EDS
0%
$0 
EKDKQ
0%
$0 
GENZ
0%
$0 
GMST
0%
$0 
HYGS Hydrogenics Corp
0%
$0 
ION
0%
$0 
KVPBQ
0%
$0 
KVPHQ
0%
$0 
L
0%
$0 
LBTYA
0%
$0 
MCI
0%
$0 
MENT Mentor Graphics Corp.
0%
$0 
NOVL
0%
$0 
RX
0%
$0 
S
0%
$0 
SBC
0%
$0 
STO
0%
$0 
T
0%
$0 
TOY
0%
$0 
UCL
0%
$0 
VIA
0%
$0 
HRB H&R Block Inc.
-3.05%
-$191,008 
WM Waste Management, Inc.
-2.44%
-$649,386.21 
BA Boeing Company
-2.23%
-$26,701.8 
ABT Abbott Laboratories
-1.94%
-$30,243.63 
CHE Chemed Corporation
-1.85%
-$1.46M 
MPV Barings Participation Investors
-1.57%
-$91,846.41 
WY Weyerhaeuser Company
-1.48%
-$5,112 
IBM International Business Machines Corporation
-1.19%
-$6,934.35 
PG Procter & Gamble Co
-0.67%
-$7,860 
PEG Public Service Enterprise Group Incorporated
-0.54%
-$11,592 
GE General Electric Company
-0.2%
-$987.35 
KO The Coca-Cola Company
-0.2%
-$1,708.8 Events
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Dividends
Dividend Analysis
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| Trades 53 | Longs Won 24/53 45% | Profit Factor 50.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10.92M |
| Average Win $5.83M | Best Trade (Aug 03) $76.88M | Sharpe Ratio -32.53 |
| Average Loss -$94,925.89 | Worst Trade (Jul 22) -$1.18M | Z-Score -0.77 (56.09%) |
| Commissions $0 | Avg. Trade Length 21y 7m 1w 3d | Expectancy $2.59M |
| 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% | 0.11% | 0.68% | 3.07% | 11.31% | 35.74% |
| Consecutive Losing Trades | 2,427 | 2,184 | 1,942 | 1,699 | 1,456 | 1,214 | 971 | 728 | 485 | 243 |
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Returns
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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 Thomas S. Paluck?
The largest contributions to the portfolio's profits come from the following stocks: Barings Participation Investors - $8.83M, Duke Energy Corporation - $7.38M, Waste Management, Inc - $4.32M, Chemed Corporation - $3.23M, and Comcast Corp - $3.12M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Thomas S. Paluck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $48.49M earned over time. The largest contributors to dividend income include Barings Participation Investors - $8.83M, Duke Energy Corporation - $7.38M, Waste Management, Inc - $4.32M, Chemed Corporation - $3.23M, and Comcast Corp - $3.12M. 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 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 Thomas S. Paluck's strategy be considered aggressive or moderate?
Thomas S. Paluck's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Thomas S. Paluck's strategy?
Thomas S. Paluck'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.
