Patrick D. Hayes Portfolio
Invests via Canopy Partners LLC | Managed by Patrick D. Hayes, Charles "Chuck" Stutenroth, Christopher Baucom
Invests via Canopy Partners LLC
Managed by Patrick D. Hayes, Charles "Chuck" Stutenroth, Christopher Baucom
Automatically Tracked
Patrick D. Hayes Profile
With a robust career as an operating executive, Patrick D. Hayes has significantly influenced several sectors through his leadership in corporate strategy and transformation initiatives. His deep understanding of market dynamics enables him to drive performance improvements across diverse business units while navigating complex organizational challenges. Patrick’s reputation for innovation is reflected in his work with both established firms and startups, where he fosters growth and operational efficiency. Beyond the boardroom, he remains engaged in mentorship programs aimed at nurturing the next generation of leaders within the industry.
With a robust career as an operating executive, Patrick D. Hayes has significantly influenced several sectors through his leadership in corporate strategy and transformation initiatives. His deep understanding of market dynamics enables him to drive performance improvements across diverse business units while navigating complex organizational challenges. Patrick’s reputation for innovation is reflected in his work with both established firms and startups, where he fosters growth and operational efficiency. Beyond the boardroom, he remains engaged in mentorship programs aimed at nurturing the next generation of leaders within the industry.
Investment Philosophy & Strategy
Innovation in navigating competitive landscapes shapes Patrick D. Hayes' investment approach, emphasizing operational efficiency and strategic foresight. Leveraging extensive leadership experience, he adeptly identifies value creation opportunities that resonate with both established companies and dynamic startups. This focus allows him to guide investments toward areas poised for significant growth and transformation. The ability to foresee market shifts positions him advantageously when evaluating potential disruptions, while his commitment to mentorship underscores a long-term vision for developing emerging talent within the industry.
Innovation in navigating competitive landscapes shapes Patrick D. Hayes' investment approach, emphasizing operational efficiency and strategic foresight. Leveraging extensive leadership experience, he adeptly identifies value creation opportunities that resonate with both established companies and dynamic startups. This focus allows him to guide investments toward areas poised for significant growth and transformation. The ability to foresee market shifts positions him advantageously when evaluating potential disruptions, while his commitment to mentorship underscores a long-term vision for developing emerging talent within the industry.
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:
66.28%
Gain +1.4%
Monthly
1.58%
Yearly
20.76%
Drawdown
21.34%
$337.72M
Equity
Holdings
$337.72M
Investment
$236.36M
$106.24M
Profit +$3.4M
Realized
$4.88M
Unrealized
$101.36M
Dividends
$9.9M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.4%
Profit
$3.4M
Win %
72%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$2.51M
Win %
72%
This Month
Compared to last month
Gain
-0.18%
Profit
-$599,457.67
Win %
72%
This Year
Compared to last year
Gain
3.04%
Profit
$9.98M
Win %
71%
DELL Dell Technologies Inc.
+11.21%
+$80,244.27 
CLS Celestica Inc.
+6.3%
+$17,211.6 
ANET Arista Networks, Inc.
+5.48%
+$30,511.77 
WF Woori Financial Group Inc. Sponsored ADR
+5.25%
+$28,536.44 
CIEN Ciena Corporation
+4.75%
+$7,382.24 
PRYMY Prysmian S.p.A.
+4.63%
+$18,388.39 
LPL Lg Display Co., Ltd. - ADR
+4.6%
+$1,978.67 
PWR Quanta Services Inc.
+4.4%
+$9,234.37 
TKOMY Tokio Marine Holdings Inc. ADR
+4.37%
+$12,153.5 
IFNNY Infineon Technologies AG - ADR
+4.25%
+$8,665.02 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+4.16%
+$37,735.24 
KR Kroger Co.
+3.85%
+$59,193.51 
TXN Texas Instruments Inc
+3.81%
+$30,053.25 
APH Amphenol Corporation
+3.59%
+$92,609.28 
GEV GE Vernova Inc.
+3.52%
+$16,272.5 
ETN Eaton Corporation plc
+3.37%
+$49,090.58 
MRVL Marvell Technology, Inc.
+3.29%
+$6,966.69 
HTHIY Hitachi Ltd. ADR
+3.28%
+$10,471.76 
EME EMCOR Group, Inc.
+3.28%
+$11,210.2 
INTC Intel Corporation
+3.25%
+$30,298.44 
MPC Marathon Petroleum Corporation
+3.2%
+$79,523.31 
SHOP Shopify Inc.
+3.19%
+$8,274.12 
MFG Mizuho Financial Group Inc. ADR
+3.16%
+$6,401.5 
QCOM QUALCOMM Incorporated
+3.15%
+$22,792.44 
CSCO Cisco Systems, Inc.
+3.11%
+$56,502.78 
AMD Advanced Micro Devices, Inc.
+3.04%
+$47,368.8 
ADI Analog Devices, Inc.
+3.04%
+$17,541.03 
NMR Nomura Holdings Inc. Sponsored ADR
+2.99%
+$5,718.82 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+2.97%
+$13,241.44 
AMT American Tower Corporation
+2.94%
+$6,690.36 
IBM International Business Machines Corporation
+2.92%
+$9,493.82 
ITOCY Itochu Corporation Unsponsored ADR
+2.87%
+$10,021.2 
ANZGY ANZ Group Holdings Ltd.
+2.74%
+$8,744.45 
ISRG Intuitive Surgical, Inc.
+2.66%
+$19,419.77 
NABZY National Australia Bank Ltd.
+2.57%
+$8,226.4 
PM Philip Morris International Inc.
+2.4%
+$7,621.25 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+2.36%
+$5,536.56 
UMC United Microelectronics Corp. Sponsored ADR
+2.33%
+$13,463.65 
WPM Wheaton Precious Metals Corp.
+2.29%
+$8,524.93 
ROK Rockwell Automation, Inc.
+2.28%
+$5,247.06 
RDY Dr. Reddy's Laboratories Ltd.
+2.26%
+$4,440.34 
GOOGL Alphabet Inc
+2.24%
+$256,601.28 
VLO Valero Energy Corporation
+2.22%
+$11,102.01 
GLW Corning Incorporated
+2.15%
+$6,547.34 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.13%
+$8,263.69 
GOOG Alphabet Inc
+2.1%
+$81,312.76 
SKM SK Telecom Co., Ltd.
+2.09%
+$4,976.27 
CRM Salesforce Inc
+2.09%
+$23,581.36 
MKSI MKS Instruments Inc.
+2.08%
+$3,969.42 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.08%
+$7,754.66 
SHECY Shin-Etsu Chemical Co., Ltd.
+2.06%
+$3,589.48 
AAPL Apple Inc.
+2.02%
+$353,049.36 
EADSY Airbus SE
+1.99%
+$4,063.3 
TXG 10x Genomics Inc.
+1.98%
+$7,427.49 
CMWAY Commonwealth Bank of Australia Sponsored ADR
+1.96%
+$6,914.34 
LRLCY L'Oreal S.A. Unsponsored ADR
+1.89%
+$7,958.92 
BLK BlackRock, Inc.
+1.86%
+$29,020.07 
BA Boeing Company
+1.81%
+$6,909.82 
CTAS Cintas Corporation
+1.8%
+$11,847.55 
CAT Caterpillar Inc.
+1.79%
+$49,350.6 
PKX Posco Holdings Inc.
+1.77%
+$9,087.33 
ALSMY Alstom S.A. Unsponsored ADR
+1.71%
+$757.5 
EMR Emerson Electric Co.
+1.68%
+$11,147.73 
SBGSY Schneider Electric SE - Unsponsored ADR
+1.62%
+$6,438.96 
XLK State Street Technology Select Sector SPDR ETF
+1.55%
+$4,018 
TCEHY Tencent Holdings Ltd UNS ADR
+1.53%
+$8,043.75 
DE Deere & Company
+1.41%
+$14,376.78 
WSM Williams-Sonoma, Inc.
+1.38%
+$6,247.96 
UNCRY UniCredit S.p.A. - ADR
+1.38%
+$5,702.37 
AMZN Amazon.com Inc
+1.37%
+$130,644.6 
ECL Ecolab Inc.
+1.35%
+$9,816.09 
TOELY Tokyo Electron Ltd. Unsponsored ADR
+1.35%
+$4,654.72 
KLAC KLA Corporation
+1.34%
+$4,298.77 
DAL Delta Air Lines, Inc.
+1.3%
+$2,363.34 
BTI British American Tobacco p.l.c. ADR
+1.3%
+$2,341.62 
SCCO Southern Copper Corporation
+1.25%
+$2,965.79 
IEMG iShares Core MSCI Emerging Markets ETF
+1.24%
+$72,967.34 
ING ING Groep N.V. Sponsored ADR
+1.24%
+$7,051.14 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$17,752.71 
DFAE Dimensional Emerging Core Equity Market ETF
+1.22%
+$5,777.32 
EEM iShares MSCI Emerging Markets ETF
+1.22%
+$6,982.3 
SAN Banco Santander S.A. Sponsored ADR
+1.2%
+$1,935.33 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$5,312.8 
JNJ Johnson & Johnson
+1.19%
+$41,500.29 
CMI Cummins Inc.
+1.19%
+$3,934.56 
META Meta Platforms Inc Class A
+1.19%
+$57,154.84 
SCHF Schwab International Equity ETF
+1.18%
+$5,212.35 
BCS Barclays PLC Sponsored ADR
+1.18%
+$4,309.31 
MRAAY Murata Manufacturing Co., Ltd. ADR
+1.17%
+$2,554.72 
FRCOY Fast Retailing Co. Ltd.
+1.17%
+$2,052.95 
MAR Marriott International Inc. - Class A
+1.13%
+$2,381.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.11%
+$4,318.4 
DIS The Walt Disney Company
+1.1%
+$2,408.05 
PROSY Prosus N.V.
+1.1%
+$1,105.38 
UNFI United Natural Foods Inc.
+1.1%
+$2,405.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.09%
+$18,174.36 
HONA Honeywell Aerospace Inc.
+1.09%
+$2,326.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.08%
+$2,941.17 
AVGO Broadcom Inc.
+1.07%
+$45,202.12 
ABBV AbbVie Inc.
+1.07%
+$14,750.56 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.06%
+$77,344.8 
RNECY Renesas Electronics Corporation Unsponsored ADR
+1.06%
+$1,329.24 
NVDA NVIDIA Corporation
+1.06%
+$129,313.8 
HSBC HSBC Holdings plc Sponsored ADR
+1.06%
+$5,296.52 
AAGIY AIA Group Ltd.
+1.05%
+$2,364.8 
SFTBY SoftBank Group Corp.
+1.04%
+$3,494.04 
IEFA iShares Core MSCI EAFE ETF
+1.03%
+$121,401.42 
BABA Alibaba Group Holding Limited SP ADR
+1.03%
+$2,343.04 
OEF iShares S&P 100 ETF
+1.03%
+$2,408.7 
EFA iShares MSCI EAFE ETF
+1.02%
+$6,084.72 
XLC Communication Services Select Sector SPDR Fund
+1.01%
+$2,326.67 
PH Parker-Hannifin Corporation
+1.01%
+$3,367.75 
MURGY Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft ADR
+1.01%
+$1,346.74 
PG Procter & Gamble Co
+1.01%
+$8,868.96 
AMAT Applied Materials, Inc.
+1%
+$12,526.12 
ESGV Vanguard ESG U.S. Stock ETF
+1%
+$6,046.08 
IXUS iShares Core International Stock ETF
+0.98%
+$15,351.47 
QQQ Invesco QQQ Trust, Series 1
+0.98%
+$5,094.35 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.97%
+$8,519.82 
IVV iShares Core S&P 500 ETF
+0.96%
+$16,681.42 
IWV ISHARES RUSSELL 3000 ETF
+0.96%
+$2,813.25 
SPY SPDR S&P 500 ETF Trust
+0.95%
+$128,556.27 
MEDP Medpace Holdings Inc.
+0.95%
+$5,205.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.94%
+$139,233.95 
HD The Home Depot, Inc.
+0.91%
+$4,755.8 
URI United Rentals, Inc.
+0.9%
+$1,728.54 
DFAU Dimensional US Core Equity Market ETF
+0.89%
+$117,317.64 
ACN Accenture plc Class A
+0.88%
+$5,312.88 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.88%
+$23,181 
CVX Chevron Corporation
+0.87%
+$12,765.25 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.87%
+$4,788 
RCL Royal Caribbean Group
+0.86%
+$1,777.3 
FICO Fair Isaac Corporation
+0.85%
+$3,029.5 
NOW ServiceNow, Inc.
+0.85%
+$11,238.08 
IVE ISHARES S&P 500 VALUE ETF
+0.84%
+$10,406.64 
DBSDY DBS Group Holdings Ltd.
+0.81%
+$4,157.4 
JPM JPMorgan Chase & Co.
+0.74%
+$36,978.48 
TMO Thermo Fisher Scientific Inc.
+0.73%
+$4,141.55 
AXP American Express Company
+0.71%
+$14,135.93 
ORCL Oracle Corporation
+0.71%
+$5,134.32 
NFLX Netflix, Inc.
+0.68%
+$5,551.5 
IWR iShares Russell Mid-Cap ETF
+0.67%
+$37,496.28 
ITW Illinois Tool Works Inc.
+0.65%
+$5,124.23 
PLTR Palantir Technologies Inc.
+0.64%
+$2,763.42 
MDY SPDR S&P MidCap 400 ETF Trust
+0.64%
+$64,085.69 
V Visa Inc. Class A
+0.64%
+$20,028.15 
ALIZY Allianz SE
+0.64%
+$2,710.93 
SHEL Shell plc
+0.62%
+$2,851.8 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$1,592.95 
RSG Republic Services, Inc.
+0.61%
+$2,239.92 
LIN Linde plc
+0.61%
+$2,435.26 
MSFT Microsoft Corp.
+0.61%
+$76,627.93 
WIT Wipro Limited American Depositary Receipt
+0.6%
+$163.87 
IWM iShares Russell 2000 ETF
+0.59%
+$5,737.02 
MMM 3M Company
+0.57%
+$1,278.35 
GS The Goldman Sachs Group, Inc.
+0.55%
+$6,400.66 
IJR iShares Core S&P Small-Cap ETF
+0.54%
+$25,120.48 
HBM Hudbay Minerals Inc.
+0.53%
+$2,127 
PLD Prologis Inc.
+0.51%
+$2,112.09 
IBN ICICI Bank Limited Sponsored ADR
+0.5%
+$2,008.68 
TDG TransDigm Group Inc.
+0.5%
+$3,747.28 
AEG Aegon N.V.
+0.5%
+$491.58 
WFC Wells Fargo & Company
+0.49%
+$2,625.66 
XOM Exxon Mobil Corporation
+0.45%
+$4,547.48 
KO The Coca-Cola Company
+0.45%
+$3,242.55 
TSLA Tesla, Inc.
+0.45%
+$9,260.03 
MU Micron Technology, Inc.
+0.36%
+$8,255.71 
IBDRY Iberdrola S.A. Sponsored ADR
+0.35%
+$957.66 
VTEB Vanguard Tax-Exempt Bond ETF
+0.35%
+$3,652.79 
APP AppLovin Corporation Class A Common Stock
+0.34%
+$1,176.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.32%
+$823.46 
SAP SAP SE Sponsored ADR
+0.3%
+$1,009.36 
LOW Lowe's Companies Inc.
+0.3%
+$1,575.89 
ZURVY Zurich Insurance Group Ltd. ADR
+0.28%
+$740 
NEE NextEra Energy, Inc.
+0.27%
+$2,845.92 
MA Mastercard Incorporated
+0.25%
+$6,839 
NVS Novartis AG Sponsored ADR
+0.22%
+$1,037.4 
MELI MercadoLibre, Inc.
+0.18%
+$412.05 
WMT Walmart Inc.
+0.16%
+$5,209.48 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$5,108.09 
XEL Xcel Energy Inc.
+0.14%
+$46.52 
AFL Aflac Inc.
+0.12%
+$447.02 
MNST Monster Beverage Corporation
+0.09%
+$167.6 
NSRGY Nestle S.A. Sponsored ADR
+0.08%
+$307.84 
ALL Allstate Corporation
+0.07%
+$173.48 
BHP BHP Group Ltd.
+0.07%
+$170.52 
PEP PepsiCo, Inc.
+0.06%
+$480.62 
COST Costco Wholesale Corporation
+0.04%
+$742.46 
AZN AstraZeneca PLC American Depositary Shares
+0.03%
+$135.1 
MDLZ Mondelez International, Inc.
+0.02%
+$176.3 
CL Colgate-Palmolive Company
+0.01%
+$33.81 
CDNMF EGR Exploration Ltd.
0%
$0 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SNDK SanDisk Corporation
-3.51%
-$19,182.97 
NVO Novo Nordisk A/S Sponsored ADR
-2.68%
-$7,091.79 
AACAY AAC Technologies Holdings Inc. ADR
-2.63%
-$2,475.76 
CNQ Canadian Natural Resources Limited
-2.08%
-$6,204.45 
UNH UnitedHealth Group Incorporated
-2%
-$30,590.96 
WDC Western Digital Corporation
-1.82%
-$8,926.95 
EW Edwards Lifesciences Corporation
-1.8%
-$12,072.84 
ATEYY Advantest Corporation Sponsored ADR
-1.46%
-$11,693.43 
PANW Palo Alto Networks, Inc.
-1.41%
-$12,904.33 
UBER Uber Technologies, Inc.
-1.35%
-$8,280.02 
LMT Lockheed Martin Corporation
-1.19%
-$8,001.12 
IMO Imperial Oil Limited
-1.12%
-$4,855.41 
TJX The TJX Companies, Inc.
-1.05%
-$2,298.24 
ABT Abbott Laboratories
-1.04%
-$9,965.16 
AMGN Amgen Inc.
-0.94%
-$16,336.18 
AON Aon plc
-0.92%
-$1,709.31 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-0.84%
-$3,745.64 
RY Royal Bank of Canada
-0.78%
-$4,644.85 
INFY Infosys Limited
-0.69%
-$1,126.58 
BKNG Booking Holdings Inc.
-0.68%
-$5,572.77 
CB Chubb Limited
-0.66%
-$6,705 
C Citigroup Inc.
-0.64%
-$1,711.47 
SLF Sun Life Financial Inc.
-0.63%
-$2,021 
SCHW Charles Schwab Corporation
-0.62%
-$9,816.17 
UNP Union Pacific Corporation
-0.62%
-$4,016.13 
CVS CVS Health Corporation
-0.57%
-$1,280.88 
WM Waste Management, Inc.
-0.55%
-$2,008.58 
CRWD CrowdStrike Holdings, Inc.
-0.53%
-$3,818.4 
TD The Toronto-Dominion Bank
-0.52%
-$1,721.16 
TRGP Targa Resources Corp.
-0.52%
-$1,464.21 
PNC The PNC Financial Services Group, Inc.
-0.46%
-$7,961.62 
RTX RTX Corporation
-0.46%
-$3,326.96 
BMY Bristol-Myers Squibb Company
-0.46%
-$1,170.15 
RHHBY Roche Holding AG
-0.45%
-$1,834.56 
PFE Pfizer Inc.
-0.43%
-$4,336.92 
SBUX Starbucks Corporation
-0.36%
-$4,510.27 
ESLT Elbit Systems Ltd.
-0.31%
-$831.79 
GE General Electric Company
-0.25%
-$2,866.36 
LLY Eli Lilly and Company
-0.23%
-$4,602.72 
NPSNY Naspers Ltd Sponsored ADR
-0.22%
-$232 
BAC Bank of America Corporation
-0.21%
-$4,350.58 
SPG Simon Property Group, Inc.
-0.19%
-$439.14 
DHR Danaher Corporation
-0.19%
-$883.5 
ADP Automatic Data Processing Inc.
-0.18%
-$3,696.94 
USB U.S. Bancorp
-0.17%
-$21.11 
COP ConocoPhillips
-0.16%
-$1,524.99 
MCD McDonald's Corporation
-0.15%
-$1,063.54 
MRK Merck & Co., Inc.
-0.14%
-$2,841.44 
COF Capital One Financial Corporation
-0.12%
-$276.42 
LRCX Lam Research Corporation
-0.12%
-$894.62 
SYK Stryker Corporation
-0.11%
-$608.78 
DUK Duke Energy Corporation
-0.1%
-$249.6 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.09%
-$70.23 
MS Morgan Stanley
-0.09%
-$1,011.37 
BRK-A Berkshire Hathaway Inc.
-0.08%
-$3,558 
ADSK Autodesk, Inc.
-0.06%
-$335.92 
GILD Gilead Sciences Inc.
-0.05%
-$253.65 
GD General Dynamics Corporation
-0.04%
-$156.9 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$466.05 
TGT Target Corporation
-0.02%
-$192.03 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2139 | Longs Won 1442/2139 67% | Profit Factor 10.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,169.21 |
| Average Win $81,169.68 | Best Trade (Aug 05) $7.47M | Sharpe Ratio -10.73 |
| Average Loss -$15,509.34 | Worst Trade (Aug 02) -$398,319.39 | Z-Score 17.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $49,666.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACAY AAC Technologies Holdings Inc. ADR | 17,684 | $51,719.9 | $91,603.12 | - | $39,883.22 | 77.11% | -2.632% |
| AAGIY AIA Group Ltd. | 5,912 | $227,198.35 | $227,139.04 | - | -$59.31 | -0.03% | +1.052% |
| AAPL Apple Inc. | 53,655 | $10.81M | $17.88M | - | $7.07M | 65.42% | +2.015% |
| ABBV AbbVie Inc. | 5,423 | $905,472.33 | $1.4M | - | $492,143.23 | 54.35% | +1.067% |
| ABT Abbott Laboratories | 9,227 | $1.04M | $943,737.56 | - | -$101,246.4 | -9.69% | -1.045% |
| ACN Accenture plc Class A | 3,384 | $1.11M | $607,360.32 | - | -$506,757.83 | -45.49% | +0.882% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 11,436 | $607,053.99 | $884,860.5 | - | $277,806.51 | 45.76% | +0.972% |
| ADI Analog Devices, Inc. | 1,599 | $350,267.14 | $595,179.78 | - | $244,912.64 | 69.92% | +3.037% |
| ADP Automatic Data Processing Inc. | 7,866 | $1.92M | $2.1M | - | $178,481.81 | 9.29% | -0.176% |
| ADSK Autodesk, Inc. | 2,584 | $711,957.86 | $546,464.32 | - | -$165,493.54 | -23.24% | -0.061% |
| AEG Aegon N.V. | 10,924 | $67,007.66 | $99,353.78 | - | $32,346.12 | 48.27% | +0.497% |
| AFL Aflac Inc. | 3,193 | $269,556.28 | $365,949.73 | - | $96,393.45 | 35.76% | +0.122% |
| ALIZY Allianz SE | 8,380 | $256,455.52 | $429,420.53 | - | $172,965.01 | 67.44% | +0.635% |
| ALL Allstate Corporation | 913 | $217,239 | $230,057.74 | - | $12,818.74 | 5.9% | +0.075% |
| ALSMY Alstom S.A. Unsponsored ADR | 25,250 | $42,924.33 | $44,945 | - | $2,020.67 | 4.71% | +1.714% |
| AMAT Applied Materials, Inc. | 2,753 | $492,133.28 | $1.26M | - | $770,282.4 | 156.52% | +1.002% |
| AMD Advanced Micro Devices, Inc. | 3,096 | $605,881.89 | $1.61M | - | $1M | 165.15% | +3.038% |
| AMGN Amgen Inc. | 4,519 | $1.26M | $1.71M | - | $447,063.45 | 35.34% | -0.945% |
| AMT American Tower Corporation | 1,317 | $263,713.08 | $234,505.02 | - | -$29,208.06 | -11.08% | +2.937% |
| AMZN Amazon.com Inc | 37,868 | $6.56M | $9.67M | - | $3.11M | 47.35% | +1.37% |
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FAQ
Which stocks have generated the highest profits for Patrick D. Hayes?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $1.07M, VANGUARD TOTAL STOCK MKT ETF - $992,752.4, Kroger Co - $843,448.56, Alphabet Inc - $668,826.19, and NVIDIA Corporation - $629,634.26. 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: The Trade Desk, Inc. Class A - $388,102.93, UnitedHealth Group Incorporated - $274,279.36, Adobe Inc - $265,585.33, Accenture plc Class A - $242,926.97, and Nike, Inc. - Class B - $206,259.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick D. Hayes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.9M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $903,565.25, VANGUARD TOTAL STOCK MKT ETF - $389,489.92, iShares Core MSCI Emerging Markets ETF - $342,319.26, Dimensional World ex U.S. Core Equity 2 ETF - $338,208.93, and SPDR S&P 500 ETF Trust - $329,511.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick D. Hayes's monthly returns?
Patrick D. Hayes's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Patrick D. Hayes's strategy be considered aggressive or moderate?
Patrick D. Hayes'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 Patrick D. Hayes's strategy?
Patrick D. Hayes'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.
