Douglas J. Eaton Portfolio
Invests via Eaton Financial Holdings Company LLC | Managed by Douglas J. Eaton
Invests via Eaton Financial Holdings Company LLC
Managed by Douglas J. Eaton
Automatically Tracked
Douglas J. Eaton Profile
Douglas J. Eaton is a seasoned leader in the realm of investment management, known for his deep expertise and impactful contributions to financial services. With a robust career path that encompasses both operational leadership and strategic oversight, he has cultivated extensive experience across various asset classes and market cycles. His involvement extends to several influential boards, where he leverages his insights to guide corporate governance initiatives and capital allocation decisions. As an investor-operator with a focus on innovative solutions, Eaton consistently seeks opportunities that enhance value creation within organizations while navigating complex market dynamics.
Douglas J. Eaton is a seasoned leader in the realm of investment management, known for his deep expertise and impactful contributions to financial services. With a robust career path that encompasses both operational leadership and strategic oversight, he has cultivated extensive experience across various asset classes and market cycles. His involvement extends to several influential boards, where he leverages his insights to guide corporate governance initiatives and capital allocation decisions. As an investor-operator with a focus on innovative solutions, Eaton consistently seeks opportunities that enhance value creation within organizations while navigating complex market dynamics.
Investment Philosophy & Strategy
Navigating complex market dynamics effectively is a hallmark of Douglas J. Eaton's investment strategy. With an entrepreneurial mindset and extensive operational experience, he emphasizes the importance of strategic adaptability in capital allocation decisions. His keen focus on innovative solutions allows him to identify value creation opportunities across various sectors, reinforcing his role as both investor and operator. In every venture, he seeks to understand the intricacies of business models while leveraging insights from corporate governance to drive long-term success for stakeholders.
Navigating complex market dynamics effectively is a hallmark of Douglas J. Eaton's investment strategy. With an entrepreneurial mindset and extensive operational experience, he emphasizes the importance of strategic adaptability in capital allocation decisions. His keen focus on innovative solutions allows him to identify value creation opportunities across various sectors, reinforcing his role as both investor and operator. In every venture, he seeks to understand the intricacies of business models while leveraging insights from corporate governance to drive long-term success for stakeholders.
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:
52.18%
Gain +1.03%
Monthly
1.24%
Yearly
16.01%
Drawdown
16.79%
$334.17M
Equity
Holdings
$334.17M
Investment
$279.37M
$130.12M
Profit +$2.94M
Realized
$75.32M
Unrealized
$54.81M
Dividends
$26.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.03%
Profit
$2.94M
Win %
73%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$4.36M
Win %
73%
This Month
Compared to last month
Gain
-2.2%
Profit
-$7.52M
Win %
73%
This Year
Compared to last year
Gain
9.41%
Profit
$28.75M
Win %
75%
COIN Coinbase Global, Inc.
+11.36%
+$104,968.4 
MU Micron Technology, Inc.
+8.32%
+$555,623.85 
AMAT Applied Materials, Inc.
+7.6%
+$32,958.74 
DELL Dell Technologies Inc.
+5.77%
+$119,302.52 
FCX Freeport-McMoRan Inc.
+4.83%
+$13,788.2 
SLV iShares Silver Trust
+4.56%
+$80,426.4 
IPGP IPG Photonics Corporation
+4.29%
+$34,687.8 
POWL Powell Industries Inc.
+3.88%
+$185,796.9 
GFS GlobalFoundries Inc.
+3.87%
+$130,512.8 
TSLA Tesla, Inc.
+3.69%
+$91,594.43 
AKBA Akebia Therapeutics Inc.
+3.52%
+$531 
MIST Milestone Pharmaceuticals Inc.
+2.97%
+$358.75 
URA Global X Uranium ETF
+2.82%
+$73,918.35 
BHP BHP Group Ltd.
+2.79%
+$20,211.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.7%
+$109,774.44 
CAT Caterpillar Inc.
+2.59%
+$22,628.33 
FTEC Fidelity MSCI Information Technology Index ETF
+2.03%
+$353,513.73 
AVGO Broadcom Inc.
+1.77%
+$82,979.5 
GS The Goldman Sachs Group, Inc.
+1.64%
+$5,556.5 
PHYS Sprott Physical Gold Trust
+1.57%
+$101,460 
GLD SPDR Gold Shares
+1.52%
+$7,247.49 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$38,881.93 
SCHA Schwab U.S. Small-Cap ETF
+1.48%
+$9,208.5 
JIVE JPMorgan International Value ETF
+1.35%
+$6,986.94 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.27%
+$8,805.61 
LLY Eli Lilly and Company
+1.23%
+$10,990.18 
QCOM QUALCOMM Incorporated
+1.15%
+$20,805 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.12%
+$5,434.52 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+1.09%
+$3,008.72 
JPM JPMorgan Chase & Co.
+1.08%
+$29,371.01 
SCHM Schwab U.S. Mid-Cap ETF
+1.08%
+$4,362.75 
IEFA iShares Core MSCI EAFE ETF
+1.07%
+$3,309.72 
NVDA NVIDIA Corporation
+1.06%
+$96,059.85 
SNPS Synopsys, Inc.
+1.04%
+$4,292.41 
DFIV Dimensional International Value ETF
+0.97%
+$11,208.25 
FESM Fidelity Enhanced Small Cap ETF
+0.96%
+$10,697.85 
RTX RTX Corporation
+0.91%
+$4,660.41 
BAC Bank of America Corporation
+0.9%
+$15,418.59 
VXF Vanguard Extended Market ETF
+0.85%
+$4,162.38 
ABBV AbbVie Inc.
+0.83%
+$7,952.69 
WFC Wells Fargo & Company
+0.77%
+$12,490.69 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$6,556.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$19,333.08 
IVV iShares Core S&P 500 ETF
+0.64%
+$27,887.31 
AMGN Amgen Inc.
+0.62%
+$2,939.64 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.62%
+$1,921.34 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$23,372.86 
SCHW Charles Schwab Corporation
+0.6%
+$2,641.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.6%
+$2,808.62 
DFUV Dimensional US Marketwide Value ETF
+0.6%
+$5,014.1 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$6,947.86 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.59%
+$104,710.65 
VOO Vanguard S&P 500 ETF
+0.58%
+$13,061.23 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$21,579.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$1,418.1 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.52%
+$10,630.1 
GPIX S&P 500 Core Premium Income Fund
+0.51%
+$248,499.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$6,613.44 
FIDI Fidelity International High Dividend ETF
+0.46%
+$1,337.57 
PFE Pfizer Inc.
+0.44%
+$3,447.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.33%
+$18,409.23 
JD JD.com Inc.
+0.31%
+$1,034.08 
JEPI JPMorgan Equity Premium Income Fund
+0.26%
+$4,955.37 
AAPL Apple Inc.
+0.23%
+$28,232.48 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$11,386.86 
CVX Chevron Corporation
+0.19%
+$2,128.98 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.18%
+$858.27 
GE General Electric Company
+0.17%
+$666.15 
BMY Bristol-Myers Squibb Company
+0.15%
+$1,055.16 
DFAT Dimensional US Targeted Value ETF
+0.09%
+$921.6 
META Meta Platforms Inc Class A
+0.07%
+$4,721.02 
BINC iShares Flexible Income Active ETF
+0.01%
+$1,223.65 
ESPR Esperion Therapeutics Inc.
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
FIG Figma Inc. Class A Common Stock
-5.93%
-$45,292.2 
S SentinelOne Inc.
-3.01%
-$13,894.33 
FG F&G Annuities & Life Inc.
-2.16%
-$8,891.05 
VSCO Victoria's Secret & Co.
-1.96%
-$74,851.83 
BABA Alibaba Group Holding Limited SP ADR
-1.87%
-$19,444.5 
LULU lululemon athletica inc.
-1.66%
-$24,370.28 
SSNC SS&C Technologies Holdings Inc.
-1.62%
-$33,324.75 
BIDU Baidu Inc.
-1.52%
-$5,839.99 
AJG Arthur J. Gallagher & Co.
-1.41%
-$5,223.22 
WMT Walmart Inc.
-1.34%
-$14,814 
EBAY eBay Inc.
-1.29%
-$30,107.7 
HD The Home Depot, Inc.
-1.1%
-$7,016.24 
GOOGL Alphabet Inc
-1.09%
-$97,470.11 
GOOG Alphabet Inc
-1.06%
-$13,867.92 
V Visa Inc. Class A
-1.06%
-$9,086.87 
COST Costco Wholesale Corporation
-0.96%
-$6,337.54 
LMT Lockheed Martin Corporation
-0.95%
-$3,188.17 
SHW The Sherwin-Williams Company
-0.94%
-$3,942.04 
AMZN Amazon.com Inc
-0.91%
-$48,995.9 
FISV Fiserv, Inc.
-0.89%
-$1,782.5 
NKE Nike, Inc. - Class B
-0.89%
-$7,109.8 
PLTR Palantir Technologies Inc.
-0.8%
-$21,403.64 
FAST Fastenal Co.
-0.73%
-$6,210.75 
FITB Fifth Third Bancorp
-0.7%
-$1,818.8 
GNW Genworth Financial Inc.
-0.64%
-$16,175.51 
XLU Utilities Select Sector SPDR Fund
-0.6%
-$54,594.27 
IHI iShares U.S. Medical Devices ETF
-0.56%
-$5,114.32 
MSFT Microsoft Corp.
-0.54%
-$27,050.6 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$1,892.55 
DECK Deckers Outdoor Corporation
-0.47%
-$5,832.97 
GIC Global Industrial Company
-0.41%
-$1,972.18 
CRDL Cardiol Therapeutics Inc.
-0.4%
-$68.6 
JXN Jackson Financial Inc.
-0.21%
-$3,335.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,218.04 
FBND Fidelity Total Bond ETF
-0.13%
-$8,812.44 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.13%
-$2,266.64 
MUB iShares National Muni Bond ETF
-0.12%
-$362.31 
EPD Enterprise Products Partners L.P.
-0.1%
-$1,534.32 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
-0.1%
-$712.97 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$3,271.95 
USB U.S. Bancorp
-0.09%
-$1,539.39 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.08%
-$588.19 
JPIB JPMorgan International Bond ETF
-0.07%
-$927.29 
ALB Albemarle Corporation
-0.05%
-$310.98 
CGSD Capital Group Short Duration Income ETF
-0.04%
-$368.7 
TFLR T. Rowe Price Floating Rate ETF
-0.04%
-$373.54 
JPIE JPMorgan Income ETF
-0.03%
-$569.55 
NFLX Netflix, Inc.
-0.02%
-$54.88 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$810.43 
DSGR Distribution Solutions Group, Inc.
-0.01%
-$55.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$31.43 Events
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Dividends
Dividend Analysis
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| Trades 1153 | Longs Won 781/1153 67% | Profit Factor 8.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $413,301.1 |
| Average Win $188,876.65 | Best Trade (Jul 21) $6.28M | Sharpe Ratio -9.67 |
| Average Loss -$46,743.15 | Worst Trade (Jul 30) -$1.77M | Z-Score -4.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $112,857.08 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Douglas J. Eaton?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $8.16M, NVIDIA Corporation - $7.52M, iShares Core S&P 500 ETF - $5.65M, WisdomTree U.S. Quality Dividend Growth Fund - $4.79M, and S&P 500 Core Premium Income Fund - $4.15M. 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: Pfizer Inc - $723,222.32, United Parcel Service, Inc - $491,943.92, Humana Inc - $486,315.35, Fidelity Enhanced Small Cap ETF - $427,296.63, and HealthEquity Inc - $274,232.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Douglas J. Eaton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.71M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $7.47M, S&P 500 Core Premium Income Fund - $4.15M, WisdomTree Floating Rate Treasury Fund - $1.61M, iShares High Yield Corporate Bond BuyWrite ETF - $1.05M, and iShares Core S&P U.S. Value ETF - $687,510.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Douglas J. Eaton's monthly returns?
Douglas J. Eaton'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 Douglas J. Eaton's strategy be considered aggressive or moderate?
Douglas J. Eaton'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 Douglas J. Eaton's strategy?
Douglas J. Eaton's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
