DJE
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:
41.92%
Gain 0%
Monthly
1.02%
Yearly
12.95%
Drawdown
14.13%
$341.06M
Equity
Holdings
$341.06M
Investment
$280.12M
$137.02M
Profit +$14,474.56
Realized
$75.33M
Unrealized
$61.69M
Dividends
$25.38M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$14,474.56
Win %
74%
This Week
Compared To Last Week
Gain
0.004%
Profit
$14,474.56
Win %
74%
This Month
Compared to last month
Gain
-2.25%
Profit
-$7.85M
Win %
74%
This Year
Compared to last year
Gain
-2.4%
Profit
-$11.22M
Win %
75%
ALB Albemarle Corporation
+7.14%
+$58,878.89 
QCOM QUALCOMM Incorporated
+4.32%
+$93,223.81 
BHP BHP Group Ltd.
+3.21%
+$25,332.06 
FCX Freeport-McMoRan Inc.
+3.12%
+$10,049.85 
IPGP IPG Photonics Corporation
+3.11%
+$28,576.14 
AKBA Akebia Therapeutics Inc.
+2.89%
+$306.8 
SCHW Charles Schwab Corporation
+2.71%
+$10,223.99 
AMAT Applied Materials, Inc.
+2.64%
+$12,053.24 
GS The Goldman Sachs Group, Inc.
+2.62%
+$8,702.31 
FITB Fifth Third Bancorp
+2.45%
+$5,956.57 
JPM JPMorgan Chase & Co.
+2.31%
+$57,861.77 
USB U.S. Bancorp
+2.27%
+$36,665.59 
TSLA Tesla, Inc.
+1.82%
+$48,958 
JD JD.com Inc.
+1.78%
+$5,442.51 
WFC Wells Fargo & Company
+1.61%
+$24,981.39 
BAC Bank of America Corporation
+1.56%
+$24,330.26 
URA Global X Uranium ETF
+1.54%
+$46,792.35 
POWL Powell Industries Inc.
+1.46%
+$89,224.5 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+1.45%
+$4,037.01 
CAT Caterpillar Inc.
+1.44%
+$13,095.29 
FISV Fiserv, Inc.
+1.36%
+$2,790 
ABBV AbbVie Inc.
+1.32%
+$11,182.88 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$7,366.8 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$4,537.26 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$97,056.68 
FG F&G Annuities & Life Inc.
+1.08%
+$4,144.7 
DELL Dell Technologies Inc.
+1.05%
+$22,301.56 
V Visa Inc. Class A
+1.05%
+$7,965.95 
FESM Fidelity Enhanced Small Cap ETF
+1%
+$10,935.58 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$11,149.1 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$10,137.6 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$7,559.72 
GFS GlobalFoundries Inc.
+0.79%
+$37,967.36 
GNW Genworth Financial Inc.
+0.79%
+$17,419.78 
SLV iShares Silver Trust
+0.77%
+$16,258.24 
GE General Electric Company
+0.76%
+$2,994.64 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$39,040.63 
CVX Chevron Corporation
+0.75%
+$8,279.54 
HD The Home Depot, Inc.
+0.73%
+$4,562.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$9,827.22 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,608.84 
COST Costco Wholesale Corporation
+0.68%
+$4,681.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$25,542.47 
JIVE JPMorgan International Value ETF
+0.63%
+$3,311.07 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.61%
+$2,814 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$108,922.19 
S SentinelOne Inc.
+0.61%
+$2,137.59 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$15,538.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,548.5 
DFIV Dimensional International Value ETF
+0.58%
+$6,704 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$17,019.72 
IVV iShares Core S&P 500 ETF
+0.55%
+$24,012.52 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$266,249.4 
VOO Vanguard S&P 500 ETF
+0.55%
+$12,238.9 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$20,724.01 
GOOGL Alphabet Inc
+0.53%
+$48,544.56 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$28,052.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$10,055.79 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$4,961.6 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.47%
+$83,768.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,192 
JXN Jackson Financial Inc.
+0.45%
+$6,286.7 
GOOG Alphabet Inc
+0.45%
+$5,932.8 
WMT Walmart Inc.
+0.45%
+$5,333.05 
VXF Vanguard Extended Market ETF
+0.44%
+$2,179.8 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$8,202.03 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,696.52 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$2,902.95 
FAST Fastenal Co.
+0.39%
+$3,439.8 
GIC Global Industrial Company
+0.38%
+$1,690.44 
AMGN Amgen Inc.
+0.32%
+$1,476.32 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$1,433.28 
PHYS Sprott Physical Gold Trust
+0.19%
+$12,816 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$581.22 
JPIB JPMorgan International Bond ETF
+0.17%
+$2,119.52 
NVDA NVIDIA Corporation
+0.16%
+$14,297.28 
PFE Pfizer Inc.
+0.15%
+$1,253.6 
BINC iShares Flexible Income Active ETF
+0.13%
+$17,131.17 
SHW The Sherwin-Williams Company
+0.13%
+$533.38 
VSXY Victoria's Secret & Co.
+0.13%
+$4,377.3 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$1,123.46 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$4,304.88 
MSFT Microsoft Corp.
+0.1%
+$4,974.68 
FIDI Fidelity International High Dividend ETF
+0.1%
+$277.8 
GLD SPDR Gold Shares
+0.06%
+$286 
JPIE JPMorgan Income ETF
+0.02%
+$379.7 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,235.06 
ESPR Esperion Therapeutics Inc.
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
MIST Milestone Pharmaceuticals Inc.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TFLR T. Rowe Price Floating Rate ETF
0%
$0 
FIG Figma Inc. Class A Common Stock
-4.21%
-$25,903.96 
CRDL Cardiol Therapeutics Inc.
-3.74%
-$560 
LULU lululemon athletica inc.
-2.52%
-$38,565.34 
LLY Eli Lilly and Company
-2.41%
-$21,800.96 
PLTR Palantir Technologies Inc.
-2.36%
-$61,237.66 
NKE Nike, Inc. - Class B
-2.24%
-$19,021.01 
AAPL Apple Inc.
-1.52%
-$171,684 
LMT Lockheed Martin Corporation
-1.52%
-$5,477.58 
MU Micron Technology, Inc.
-1.43%
-$110,044.5 
AMZN Amazon.com Inc
-1.23%
-$63,888.42 
NFLX Netflix, Inc.
-1.14%
-$3,402.87 
AJG Arthur J. Gallagher & Co.
-1%
-$3,224.38 
EBAY eBay Inc.
-0.91%
-$20,412 
AVGO Broadcom Inc.
-0.91%
-$43,347.54 
LAWS Lawson Products Inc-DE
-0.87%
-$2,686.08 
SNPS Synopsys, Inc.
-0.53%
-$2,628 
DECK Deckers Outdoor Corporation
-0.47%
-$6,428.16 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.45%
-$1,446.17 
COIN Coinbase Global, Inc.
-0.41%
-$3,742.64 
RTX RTX Corporation
-0.37%
-$1,790.47 
BIDU Baidu Inc.
-0.29%
-$1,188.98 
META Meta Platforms Inc Class A
-0.26%
-$16,298.11 
FBND Fidelity Total Bond ETF
-0.13%
-$8,812.44 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$3,667.86 
SSNC SS&C Technologies Holdings Inc.
-0.09%
-$1,777.32 
EPD Enterprise Products Partners L.P.
-0.08%
-$1,150.74 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,908.4 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$1,295.22 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
-0.05%
-$357.68 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$313.7 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$125.74 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$184.35 
MUB iShares National Muni Bond ETF
-0.01%
-$27.86 Events
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Dividends
Dividend Analysis
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| Trades 1153 | Longs Won 784/1153 67% | Profit Factor 9.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $431,800.27 |
| Average Win $195,208.51 | Best Trade (Jun 14) $6.62M | Sharpe Ratio -5.75 |
| Average Loss -$43,427.76 | Worst Trade (Jun 14) -$1.49M | Z-Score -4.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy $118,836.63 |
| 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 | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
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Returns
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