DMH
Dominic M. Heil Portfolio
Invests via RBO & Co. LLC | Managed by Dominic M. Heil
Invests via RBO & Co. LLC
Managed by Dominic M. Heil
Automatically Tracked
Dominic M. Heil Profile
Dominic M. Heil is a seasoned entrepreneur known for his innovative contributions within the technology sector. With an extensive background in product development and market expansion, he has established a reputation for driving growth through strategic partnerships and transformative business practices. His leadership capabilities were honed through significant roles in various tech startups, where he successfully navigated complex challenges to enhance competitive positioning. Drawing from this experience, he remains active as an investor-operator, leveraging his insights to foster emerging technologies while engaging with early-stage ventures that align with current market trends.
Dominic M. Heil is a seasoned entrepreneur known for his innovative contributions within the technology sector. With an extensive background in product development and market expansion, he has established a reputation for driving growth through strategic partnerships and transformative business practices. His leadership capabilities were honed through significant roles in various tech startups, where he successfully navigated complex challenges to enhance competitive positioning. Drawing from this experience, he remains active as an investor-operator, leveraging his insights to foster emerging technologies while engaging with early-stage ventures that align with current market trends.
Investment Philosophy & Strategy
Identifying pivotal opportunities within the technology landscape has been integral to Dominic M. Heil's approach as an entrepreneur and investor. By emphasizing a blend of innovative solutions and market-oriented strategies, he seeks out transformative investments that not only promise significant returns but also have the potential to disrupt existing paradigms. His experience in product development uniquely positions him to assess startups through a lens that prioritizes scalability and market demand. With a focus on fostering dynamic ventures, he utilizes his operational insights to support early-stage companies that align with his vision of forward-thinking technology applications.
Identifying pivotal opportunities within the technology landscape has been integral to Dominic M. Heil's approach as an entrepreneur and investor. By emphasizing a blend of innovative solutions and market-oriented strategies, he seeks out transformative investments that not only promise significant returns but also have the potential to disrupt existing paradigms. His experience in product development uniquely positions him to assess startups through a lens that prioritizes scalability and market demand. With a focus on fostering dynamic ventures, he utilizes his operational insights to support early-stage companies that align with his vision of forward-thinking technology applications.
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:
48.86%
Gain +0.49%
Monthly
0.44%
Yearly
5.41%
Drawdown
15.56%
$362.78M
Equity
Holdings
$362.78M
Investment
$98.25M
$264.53M
Profit +$1.75M
Realized
$0
Unrealized
$264.53M
Dividends
$90.68M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.75M
Win %
80%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$939,592.94
Win %
80%
This Month
Compared to last month
Gain
0.06%
Profit
$220,629.22
Win %
80%
This Year
Compared to last year
Gain
17.14%
Profit
$53.08M
Win %
80%
LLY Eli Lilly and Company
+5.22%
+$2.03M 
KMB Kimberly-Clark Corporation
+4.23%
+$235,290.2 
WABC Westamerica Bancorporation
+3.54%
+$271,893.44 
OXM Oxford Industries Inc.
+3.44%
+$46,540 
BMY Bristol-Myers Squibb Company
+3.28%
+$33,640.72 
MCD McDonald's Corporation
+2.25%
+$79,328 
IBM International Business Machines Corporation
+2.2%
+$201,320.27 
DIS The Walt Disney Company
+2.03%
+$226,397.69 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.97%
+$9,435.87 
PFE Pfizer Inc.
+1.9%
+$6,434.67 
TROW T. Rowe Price Group, Inc.
+1.8%
+$65,066.5 
BF-B Brown-Forman Corporation
+1.66%
+$133,509.37 
MRK Merck & Co., Inc.
+1.46%
+$34,955.78 
VZ Verizon Communications Inc.
+1.32%
+$31,851.92 
MSFT Microsoft Corp.
+1.22%
+$56,919.6 
PEP PepsiCo, Inc.
+1.01%
+$127,759.5 
PG Procter & Gamble Co
+0.98%
+$12,087 
JNJ Johnson & Johnson
+0.96%
+$690,453.33 
KO The Coca-Cola Company
+0.79%
+$147,030 
GE General Electric Company
+0.74%
+$27,185.52 
ED Consolidated Edison, Inc.
+0.73%
+$4,000 
FE FirstEnergy Corp.
+0.23%
+$1,021.54 
RUNI Reunion Industries Inc.
0%
$0 
WRI Weingarten Realty Investors
0%
$0 TYC
TYC
0%
$0 UCL
UCL
0%
$0 2948
294821400
0%
$0 SBC
SBC
0%
$0 STI
STI
0%
$0 BRE
BRE
0%
$0 UST
UST
0%
$0 SLE
SLE
0%
$0 LH
LH
0%
$0 PNP
PNP
0%
$0 GBBK
GBBK
0%
$0 NXL
NXL
0%
$0 MOND
MOND
0%
$0 4500
450058102
0%
$0 7181
718154107
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 45 | Longs Won 26/45 57% | Profit Factor 232.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.5M |
| Average Win $10.22M | Best Trade (Oct 14) $75.24M | Sharpe Ratio -25.62 |
| Average Loss -$60,176.45 | Worst Trade (Oct 15) -$607,196 | Z-Score 1.1 (72.7%) |
| Commissions $0 | Avg. Trade Length 24y 9m 3w 3d | Expectancy $5.88M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.18% | 12.31% |
| Consecutive Losing Trades | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2948 294821400 | 27,000 | $141,000 | $141,000 | - | - | - | 0.0 |
| 4500 450058102 | 100,300 | $1.06M | $1.06M | - | - | - | 0.0 |
| 7181 718154107 | 143,565 | $6.58M | $6.58M | - | - | - | 0.0 |
| BF-B Brown-Forman Corporation | 284,062.5 | $1.9M | $8.17M | - | $6.27M | 330.67% | +1.661% |
| BMY Bristol-Myers Squibb Company | 17,296 | $882,000 | $1.06M | - | $176,947.6 | 20.06% | +3.281% |
| BRE BRE | 44,326 | $1.37M | $1.37M | - | - | - | 0.0 |
 CAT Caterpillar Inc. | 102,880 | $2.69M | $74.86M | - | $72.17M | 2,684.87% | -2.851% |
 CVX Chevron Corporation | 67,920 | $3.04M | $14.94M | - | $11.9M | 390.9% | -0.946% |
| DIS The Walt Disney Company | 102,442.39 | $2.09M | $11.39M | - | $9.3M | 444.27% | +2.028% |
| ED Consolidated Edison, Inc. | 5,000 | $202,000 | $552,000 | - | $350,000 | 173.27% | +0.73% |
| FE FirstEnergy Corp. | 9,728.93 | $340,658.41 | $442,812.16 | - | $102,153.75 | 29.99% | +0.231% |
 FNMA Fannie Mae | 7,950 | $632,000 | $24,804 | - | -$607,196 | -96.08% | -0.952% |
| GBBK GBBK | 7,072 | $202,000 | $202,000 | - | - | - | 0.0 |
| GE General Electric Company | 11,976 | $2.3M | $3.7M | - | $1.4M | 61.02% | +0.739% |
| IBM International Business Machines Corporation | 40,103.64 | $4.64M | $9.34M | - | $4.7M | 101.38% | +2.203% |
 INTC Intel Corporation | 8,948 | $281,000 | $842,364.72 | - | $561,364.72 | 199.77% | -4.056% |
| JNJ Johnson & Johnson | 282,394 | $16.69M | $72.39M | - | $55.7M | 333.78% | +0.963% |
 JPM JPMorgan Chase & Co. | 6,384 | $232,000 | $2.14M | - | $1.9M | 820.48% | -0.23% |
| KMB Kimberly-Clark Corporation | 55,954.86 | $3.21M | $5.8M | - | $2.59M | 80.73% | +4.23% |
| KO The Coca-Cola Company | 202,800 | $4.78M | $18.76M | - | $13.98M | 292.39% | +0.79% |
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FAQ
Which stocks have generated the highest profits for Dominic M. Heil?
The largest contributions to the portfolio's profits come from the following stocks: Johnson & Johnson - $20.07M, Exxon Mobil Corporation - $9.12M, Caterpillar Inc - $6.85M, PepsiCo, Inc - $6.79M, and Chevron Corporation - $6.4M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Dominic M. Heil's portfolio generate?
The portfolio generates substantial dividend income, with a total of $90.68M earned over time. The largest contributors to dividend income include Johnson & Johnson - $20.07M, Exxon Mobil Corporation - $9.12M, Caterpillar Inc - $6.85M, PepsiCo, Inc - $6.79M, and Chevron Corporation - $6.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dominic M. Heil's monthly returns?
Dominic M. Heil'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 Dominic M. Heil's strategy be considered aggressive or moderate?
Dominic M. Heil's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Dominic M. Heil's strategy?
Dominic M. Heil'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.
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