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:
88.97%
Gain +1.08%
Monthly
1.05%
Yearly
13.33%
Drawdown
23.06%
$222.62M
Equity
Holdings
$222.62M
Investment
$148.58M
$71.59M
Profit +$1.53M
Realized
-$2.45M
Unrealized
$74.04M
Dividends
$11.43M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.08%
Profit
$1.53M
Win %
75%
This Week
Compared To Last Week
Gain
0.69%
Profit
$1.53M
Win %
75%
This Month
Compared to last month
Gain
0.69%
Profit
$1.53M
Win %
75%
This Year
Compared to last year
Gain
-1.05%
Profit
-$1.83M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$182,059.63 
ETN Eaton Corporation plc
+7.32%
+$18,401.5 
GOOGL Alphabet Inc
+6.73%
+$103,631.64 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$33,422.06 
MSFT Microsoft Corp.
+3.02%
+$145,652.17 
NVDA NVIDIA Corporation
+2.93%
+$66,201.82 
CVX Chevron Corporation
+2.35%
+$34,026.56 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$8,108.58 
CSCO Cisco Systems, Inc.
+2.14%
+$8,799.03 
GWW W.W. Grainger, Inc.
+1.97%
+$40,522.65 
LHX L3Harris Technologies, Inc.
+1.9%
+$25,480.12 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$28,933.8 
VZ Verizon Communications Inc.
+1.52%
+$19,308.1 
LMT Lockheed Martin Corporation
+1.5%
+$23,758.39 
PH Parker-Hannifin Corporation
+1.43%
+$34,391.35 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$3,633.84 
TGRW T. Rowe Price Growth Stock ETF
+1.18%
+$3,512.81 
ADP Automatic Data Processing Inc.
+0.98%
+$17,508.33 
UNP Union Pacific Corporation
+0.92%
+$6,562.88 
IBM International Business Machines Corporation
+0.86%
+$18,501.98 
CNS Cohen & Steers Inc.
+0.86%
+$2,713.9 
MCD McDonald's Corporation
+0.82%
+$1,812.81 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.75%
+$34,520.26 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$1,869 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,392.33 
VOO Vanguard S&P 500 ETF
+0.71%
+$107,479.78 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$14,549.67 
CAT Caterpillar Inc.
+0.7%
+$1,258.74 
IVV iShares Core S&P 500 ETF
+0.69%
+$10,762.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,213.09 
OZK Bank OZK
+0.61%
+$1,607.35 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,994.09 
IYW iShares U.S. Technology ETF
+0.46%
+$91,546.92 
KKR KKR & Co. Inc.
+0.45%
+$2,824.2 
RTX RTX Corporation
+0.39%
+$937.44 
PG Procter & Gamble Co
+0.37%
+$1,747.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,112.96 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,891.96 
MRK Merck & Co., Inc.
+0.32%
+$2,157.88 
JPM JPMorgan Chase & Co.
+0.27%
+$8,521.1 
JNJ Johnson & Johnson
+0.21%
+$4,403.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$29,082.78 
AFL Aflac Inc.
+0.09%
+$1,717.92 
WMT Walmart Inc.
+0.09%
+$5,345.11 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$167.38 
78409V112
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$634,087.2 
SYK Stryker Corporation
-6.42%
-$109,845.78 
TSN Tyson Foods Inc.
-4.43%
-$41,165.07 
QCOM QUALCOMM Incorporated
-2.63%
-$30,088.67 
COLD Americold Realty Trust
-2.56%
-$3,723.31 
ABBV AbbVie Inc.
-2.51%
-$51,430.03 
LUV Southwest Airlines Co.
-1.38%
-$4,263.21 
CLX The Clorox Company
-1.24%
-$4,681.2 
LOW Lowe's Companies Inc.
-1.08%
-$2,596.88 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$10,036.05 
KO The Coca-Cola Company
-1.02%
-$3,444.3 
SWK Stanley Black & Decker Inc.
-1.01%
-$3,263.08 
XOM Exxon Mobil Corporation
-0.97%
-$6,204.15 
PGR Progressive Corporation
-0.87%
-$5,157.78 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$21,964.74 
INTF iShares International Equity Factor ETF
-0.73%
-$1,574.18 
BLK BlackRock, Inc.
-0.73%
-$7,940.09 
GAB Gabelli Equity Trust Inc.
-0.71%
-$1,025.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,860.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$23,435.88 
AMGN Amgen Inc.
-0.64%
-$12,963.01 
GS The Goldman Sachs Group, Inc.
-0.63%
-$12,059.26 
AMT American Tower Corporation
-0.63%
-$3,153.73 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$8,154.88 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$26,676.62 
SBUX Starbucks Corporation
-0.57%
-$3,007.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$8,178.99 
DVY iShares Select Dividend ETF
-0.45%
-$26,197.19 
HD The Home Depot, Inc.
-0.42%
-$5,414.13 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$7,651.93 
AXP American Express Company
-0.38%
-$1,814.82 
FDX FedEx Corporation
-0.37%
-$6,387.1 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$53,559.19 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$5,212.06 
HOMB Home BancShares Inc.
-0.29%
-$1,428.48 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,382.03 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,519.2 
COST Costco Wholesale Corporation
-0.24%
-$2,213.85 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,318.13 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$55,266.51 
KR Kroger Co.
-0.21%
-$3,835.08 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$3,695.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$313.92 
IDV iShares International Select Dividend ETF
-0.14%
-$306.78 
AKRE Akre Focus ETF
-0.09%
-$6,446.8 
JPIE JPMorgan Income ETF
-0.09%
-$413.36 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$2,261.1 
VO Vanguard Mid-Cap ETF
-0.05%
-$133.56 
V Visa Inc. Class A
-0.04%
-$515.58 Events
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Dividends
Dividend Analysis
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| Trades 1340 | Longs Won 891/1340 66% | Profit Factor 7.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $502,786.56 |
| Average Win $91,926.23 | Best Trade (Aug 03) $12.79M | Sharpe Ratio -10.25 |
| Average Loss -$22,966.89 | Worst Trade (Sep 29) -$1.38M | Z-Score 11.31 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 3d | Expectancy $53,428.46 |
| 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 | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Maureen P. Ruggiero?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $1.27M, State Street Technology Select Sector SPDR ETF - $988,825.13, Vanguard Dividend Appreciation ETF - $980,447.32, iShares Select Dividend ETF - $656,251.14, and iShares U.S. Technology ETF - $653,628.54. 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: Novavax Inc - $1.96M, Intel Corporation - $609,967.55, Target Corporation - $577,705.24, Veru Inc - $416,466.05, and V.F. Corporation - $318,515.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Maureen P. Ruggiero's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.43M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.33M, Vanguard Dividend Appreciation ETF - $917,507.35, iShares Select Dividend ETF - $692,072.22, State Street Technology Select Sector SPDR ETF - $567,992.33, and Vanguard S&P 500 ETF - $358,469.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Maureen P. Ruggiero's monthly returns?
Maureen P. Ruggiero'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 Maureen P. Ruggiero's strategy be considered aggressive or moderate?
Maureen P. Ruggiero'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 Maureen P. Ruggiero's strategy?
Maureen P. Ruggiero'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.
