MPR
Maureen P. Ruggiero Portfolio
Invests via Mendel Capital Management LLC | Managed by Geoffrey H. Niebaum, Maureen P. Ruggiero
Invests via Mendel Capital Management LLC
Managed by Geoffrey H. Niebaum, Maureen P. Ruggiero
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Maureen P. Ruggiero Profile
With a distinguished career spanning over two decades, Maureen P. Ruggiero has established herself as a prominent figure in the financial services industry. She currently holds key leadership roles that leverage her extensive experience in investment management and advisory services. Her strategic insights have contributed to numerous successful capital-raising initiatives across various sectors, positioning organizations for sustainable growth. Ruggiero's expertise is particularly recognized in developing innovative financial solutions tailored to meet complex client needs, driving competitive differentiation within the market. A well-regarded voice among peers, she actively engages with industry stakeholders to advance best practices and thought leadership.
With a distinguished career spanning over two decades, Maureen P. Ruggiero has established herself as a prominent figure in the financial services industry. She currently holds key leadership roles that leverage her extensive experience in investment management and advisory services. Her strategic insights have contributed to numerous successful capital-raising initiatives across various sectors, positioning organizations for sustainable growth. Ruggiero's expertise is particularly recognized in developing innovative financial solutions tailored to meet complex client needs, driving competitive differentiation within the market. A well-regarded voice among peers, she actively engages with industry stakeholders to advance best practices and thought leadership.
Investment Philosophy & Strategy
In a landscape increasingly driven by tailored financial solutions, Maureen P. Ruggiero excels in navigating the complexities of investment strategy and client engagement. Her leadership experience has fostered a keen ability to identify unique market opportunities that not only align with her clients' aspirations but also capitalize on emerging trends within the financial services sector. With an entrepreneurial mindset, she emphasizes innovative approaches that differentiate offerings and enhance value delivery. This forward-thinking perspective positions her as a key influencer in shaping practices that resonate across various domains, ensuring strategic alignment between organizational goals and client needs.
In a landscape increasingly driven by tailored financial solutions, Maureen P. Ruggiero excels in navigating the complexities of investment strategy and client engagement. Her leadership experience has fostered a keen ability to identify unique market opportunities that not only align with her clients' aspirations but also capitalize on emerging trends within the financial services sector. With an entrepreneurial mindset, she emphasizes innovative approaches that differentiate offerings and enhance value delivery. This forward-thinking perspective positions her as a key influencer in shaping practices that resonate across various domains, ensuring strategic alignment between organizational goals and client needs.
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:
48.89%
Gain +0.48%
Monthly
0.55%
Yearly
6.82%
Drawdown
15.48%
$215.98M
Equity
Holdings
$215.98M
Investment
$141.66M
$71.01M
Profit +$1.26M
Realized
-$3.31M
Unrealized
$74.32M
Dividends
$10.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.26M
Win %
78%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$3.25M
Win %
78%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.06M
Win %
78%
This Year
Compared to last year
Gain
11.5%
Profit
$22.28M
Win %
78%
QCOM QUALCOMM Incorporated
+4.28%
+$63,797.93 
TSN Tyson Foods Inc.
+3.2%
+$26,774.76 
LUV Southwest Airlines Co.
+2.69%
+$8,097.95 
GS The Goldman Sachs Group, Inc.
+2.61%
+$50,079.48 
VZ Verizon Communications Inc.
+2.46%
+$30,705.67 
JPM JPMorgan Chase & Co.
+2.3%
+$65,988.39 
AXP American Express Company
+2.18%
+$9,806.46 
SYK Stryker Corporation
+2.11%
+$31,905.89 
UNP Union Pacific Corporation
+1.65%
+$10,731.76 
BLK BlackRock, Inc.
+1.56%
+$15,640.02 
HOMB Home BancShares Inc.
+1.47%
+$6,456.68 
CNS Cohen & Steers Inc.
+1.37%
+$4,859.92 
SPGI S&P Global Inc.
+1.36%
+$9,796.68 
ABBV AbbVie Inc.
+1.3%
+$22,579.59 
DVY iShares Select Dividend ETF
+1.19%
+$67,631.46 
AFL Aflac Inc.
+1.17%
+$19,554.08 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+1.16%
+$55,084.01 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$21,970.29 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$6,676.98 
JNJ Johnson & Johnson
+1.05%
+$20,575 
V Visa Inc. Class A
+1.03%
+$12,157.78 
KKR KKR & Co. Inc.
+0.99%
+$5,510.28 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,562.55 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$4,205.47 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$257,475.27 
OZK Bank OZK
+0.91%
+$2,436.01 
KR Kroger Co.
+0.91%
+$18,596.54 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$140,609.11 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$8,268 
PG Procter & Gamble Co
+0.85%
+$4,556.9 
CVX Chevron Corporation
+0.75%
+$9,395.33 
SBUX Starbucks Corporation
+0.75%
+$4,184.55 
HD The Home Depot, Inc.
+0.73%
+$9,440.46 
COST Costco Wholesale Corporation
+0.72%
+$6,193.14 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$3,284.93 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,130.56 
IYW iShares U.S. Technology ETF
+0.62%
+$136,761.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$3,256.74 
SHE SPDR MSCI USA Gender Diversity ETF
+0.6%
+$3,714.96 
IVV iShares Core S&P 500 ETF
+0.58%
+$9,051.53 
VOO Vanguard S&P 500 ETF
+0.58%
+$86,680.52 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,609.9 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$80,567.41 
SWK Stanley Black & Decker Inc.
+0.56%
+$1,648.29 
GOOGL Alphabet Inc
+0.56%
+$8,770.04 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.54%
+$16,055.82 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$11,739.84 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$5,325.32 
WMT Walmart Inc.
+0.45%
+$29,010.35 
PGR Progressive Corporation
+0.41%
+$2,130.24 
GAB Gabelli Equity Trust Inc.
+0.35%
+$517.89 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$14,139.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$10,752.75 
AMGN Amgen Inc.
+0.34%
+$6,208.59 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.34%
+$881.1 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.31%
+$908.46 
XOM Exxon Mobil Corporation
+0.29%
+$1,451.77 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$866.64 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$3,913.28 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$2,827.2 
ADP Automatic Data Processing Inc.
+0.23%
+$3,465.45 
BNDX Vanguard Total International Bond ETF
+0.17%
+$819.84 
GWW W.W. Grainger, Inc.
+0.14%
+$2,830.5 
NVDA NVIDIA Corporation
+0.14%
+$3,177.31 
PH Parker-Hannifin Corporation
+0.12%
+$2,788.5 
MSFT Microsoft Corp.
+0.1%
+$4,330 
KO The Coca-Cola Company
+0.1%
+$303.84 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$574.98 
FDX FedEx Corporation
+0.07%
+$1,267.3 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$382.02 
JPIE JPMorgan Income ETF
+0.01%
+$24.93 
MCD McDonald's Corporation
+0.01%
+$16.23 
LMT Lockheed Martin Corporation
-1.54%
-$22,409.37 
AAPL Apple Inc.
-1.52%
-$116,878.5 
CLX The Clorox Company
-1.49%
-$6,199.16 
MRK Merck & Co., Inc.
-1.41%
-$8,739.83 
LHX L3Harris Technologies, Inc.
-1.39%
-$21,319.4 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-1.29%
-$2,358.31 
AMZN Amazon.com Inc
-1.21%
-$16,598.39 
AMT American Tower Corporation
-1.19%
-$7,037.64 
IBM International Business Machines Corporation
-0.97%
-$25,824.34 
CSCO Cisco Systems, Inc.
-0.6%
-$2,607.56 
ETN Eaton Corporation plc
-0.55%
-$1,722.21 
TGRW T. Rowe Price Growth Stock ETF
-0.48%
-$1,518.08 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$7,990.56 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$696.72 
EVV Eaton Vance Limited Duration Income Fund
-0.27%
-$681.05 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$3,590.91 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$2,807.28 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$2,106.96 
LOW Lowe's Companies Inc.
-0.12%
-$278.72 
USA Liberty All Star Equity Fund
-0.09%
-$88.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$156.12 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$92.8 Events
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Dividends
Dividend Analysis
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| Trades 1165 | Longs Won 778/1165 66% | Profit Factor 8.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $590,672.93 |
| Average Win $103,940.5 | Best Trade (Jun 12) $14.81M | Sharpe Ratio -15.82 |
| Average Loss -$25,464.7 | Worst Trade (Sep 29) -$1.38M | Z-Score 13.06 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 1d | Expectancy $60,953.54 |
| 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% | 0.04% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
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