Douglas E. Morisoli Portfolio
Invests via Fairman Group, LLC | Managed by Douglas E. Morisoli
Invests via Fairman Group, LLC
Managed by Douglas E. Morisoli
Automatically Tracked
Douglas E. Morisoli Profile
Veteran private equity and operations executive with extensive experience leading middle-market investments in industrials, distribution and business services. Douglas E. Morisoli has held senior roles overseeing deal sourcing, portfolio operations, and value-creation initiatives across buyouts and growth equity. Known for hands-on operational improvements, carve-outs and add-on acquisition strategies, the profile suits sponsor-backed boards and CFO-level collaboration. Focus areas include margin expansion, working-capital optimization and strategic M&A across North American markets.
Veteran private equity and operations executive with extensive experience leading middle-market investments in industrials, distribution and business services. Douglas E. Morisoli has held senior roles overseeing deal sourcing, portfolio operations, and value-creation initiatives across buyouts and growth equity. Known for hands-on operational improvements, carve-outs and add-on acquisition strategies, the profile suits sponsor-backed boards and CFO-level collaboration. Focus areas include margin expansion, working-capital optimization and strategic M&A across North American markets.
Investment Philosophy & Strategy
Operates with a pragmatic, operations-first private equity mindset focused on middle-market industrials, distribution and business services. Prioritizes control or sponsor-backed investments where hands-on margin expansion, working-capital optimization and disciplined carve-outs or add-on M&A can drive value. Underwrites opportunities with detailed operational KPIs, conservative leverage, and a 3–7 year value‑creation horizon emphasizing cash flow improvement and strategic bolt‑ons. Capital allocation favors targeted capex and tuck-in acquisitions to accelerate scale; decision-making is collaborative with CFOs and portfolio management teams to de-risk execution and prepare for strategic exits.
Operates with a pragmatic, operations-first private equity mindset focused on middle-market industrials, distribution and business services. Prioritizes control or sponsor-backed investments where hands-on margin expansion, working-capital optimization and disciplined carve-outs or add-on M&A can drive value. Underwrites opportunities with detailed operational KPIs, conservative leverage, and a 3–7 year value‑creation horizon emphasizing cash flow improvement and strategic bolt‑ons. Capital allocation favors targeted capex and tuck-in acquisitions to accelerate scale; decision-making is collaborative with CFOs and portfolio management teams to de-risk execution and prepare for strategic exits.
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:
11.6%
Gain -0.35%
Monthly
0.33%
Yearly
4.01%
Drawdown
24.17%
$138.43M
Equity
Holdings
$138.43M
Investment
$118.62M
$12.07M
Profit -$389,555.84
Realized
-$7.74M
Unrealized
$19.81M
Dividends
$5.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$389,555.84
Win %
78%
This Week
Compared To Last Week
Gain
0.28%
Profit
$387,005.43
Win %
78%
This Month
Compared to last month
Gain
3.76%
Profit
$5.02M
Win %
78%
This Year
Compared to last year
Gain
9.09%
Profit
$11.54M
Win %
76%
HONA Honeywell Aerospace Inc.
+3.77%
+$30.75 
NI NiSource Inc.
+3.09%
+$163.2 
BKR Baker Hughes Company
+2.85%
+$145.7 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$100 
FANG Diamondback Energy Inc
+2.73%
+$218.53 
WMG Warner Music Group Corp.
+2.7%
+$78.85 
VSNT Versant Media Group, Inc.
+2.66%
+$4.98 
TTE TotalEnergies SE
+2.62%
+$254.65 
NGG National Grid plc Sponsored ADR
+2.59%
+$38.95 
CMS CMS Energy Corporation
+2.48%
+$129.48 
DEO Diageo plc Sponsored ADR
+2.4%
+$17.8 
RTX RTX Corporation
+2.28%
+$34.08 
F Ford Motor Company
+2.27%
+$682.92 
MSI Motorola Solutions, Inc.
+2.16%
+$78.96 
SHEL Shell plc
+2.16%
+$1,785.28 
CCEP Coca-Cola Europacific Partners PLC
+1.99%
+$32.7 
PEP PepsiCo, Inc.
+1.97%
+$146.74 
DVN Devon Energy Corporation
+1.97%
+$142.59 
WEC WEC Energy Group Inc.
+1.95%
+$113.85 
HST Host Hotels & Resorts Inc.
+1.95%
+$50.69 
UL Unilever PLC Sponsored American Depositary Receipt
+1.94%
+$13.8 
POST Post Holdings Inc.
+1.91%
+$48.84 
CMCSA Comcast Corp
+1.88%
+$393.19 
PEG Public Service Enterprise Group Incorporated
+1.85%
+$413.4 
CVX Chevron Corporation
+1.82%
+$554.61 
MLM Martin Marietta Materials, Inc.
+1.77%
+$52.2 
EXC Exelon Corporation
+1.77%
+$256.5 
USB U.S. Bancorp
+1.71%
+$359.66 
EPD Enterprise Products Partners L.P.
+1.67%
+$8,856.58 
PPL PPL Corporation
+1.62%
+$272.16 
CRH CRH plc
+1.62%
+$31.92 
AZO AutoZone Inc.
+1.58%
+$96.98 
CHTR Charter Communications Inc
+1.57%
+$20.76 
ROK Rockwell Automation, Inc.
+1.57%
+$39.72 
TAP Molson Coors Beverage Company
+1.55%
+$6.05 
HDB HDFC Bank Limited ADR
+1.49%
+$122.5 
XOM Exxon Mobil Corporation
+1.47%
+$2,361.28 
FCNCA First Citizens BancShares, Inc.
+1.44%
+$90.87 
C Citigroup Inc.
+1.44%
+$333.7 
HSY The Hershey Company
+1.38%
+$39.52 
OTIS Otis Worldwide Corporation
+1.38%
+$3.88 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.36%
+$4,124.7 
VTRS Viatris Inc.
+1.32%
+$72.96 
KO The Coca-Cola Company
+1.31%
+$262.69 
TFC Truist Financial Corporation
+1.31%
+$241.56 
ET Energy Transfer L.P.
+1.31%
+$2,379 
MO Altria Group, Inc.
+1.3%
+$533.76 
UGI UGI Corporation
+1.28%
+$856.8 
JPM JPMorgan Chase & Co.
+1.27%
+$332.28 
RELX Relx PLC Sponsored ADR
+1.25%
+$119.04 
GSK GSK plc Sponsored ADR
+1.24%
+$12.2 
CF CF Industries Holdings, Inc.
+1.23%
+$36.75 
HLN Haleon Plc - ADR
+1.21%
+$3 
GE General Electric Company
+1.18%
+$29.36 
ZTS Zoetis Inc.
+1.17%
+$20.24 
SRE Sempra
+1.17%
+$30.72 
DOV Dover Corporation
+1.16%
+$61.02 
STZ Constellation Brands, Inc.
+1.16%
+$24 
LIN Linde plc
+1.09%
+$80.55 
PNC The PNC Financial Services Group, Inc.
+1.09%
+$720.72 
AON Aon plc
+1.07%
+$24.64 
MRK Merck & Co., Inc.
+1.06%
+$1,033.61 
WMB The Williams Companies, Inc.
+1.05%
+$42.34 
PCG PG&E Corporation
+1.04%
+$27.81 
PKG Packaging Corporation of America
+1.02%
+$33.18 
XEL Xcel Energy Inc.
+1%
+$64.5 
ACGL Arch Capital Group Ltd
+0.99%
+$314.21 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.95%
+$82.72 
VZ Verizon Communications Inc.
+0.95%
+$143.22 
SLGN Silgan Holdings Inc.
+0.93%
+$39.9 
PG Procter & Gamble Co
+0.91%
+$144.43 
KR Kroger Co.
+0.91%
+$26.79 
BRK-B Berkshire Hathaway Inc.
+0.88%
+$13,521.59 
CARR Carrier Global Corporation
+0.85%
+$3.76 
CCK Crown Holdings Inc.
+0.84%
+$31.52 
TCOM Trip.com Group Limited American Depositary Receipt
+0.83%
+$36.96 
ACN Accenture plc Class A
+0.82%
+$156,386.04 
HD The Home Depot, Inc.
+0.82%
+$628.75 
L Loews Corporation
+0.77%
+$50.1 
AAPL Apple Inc.
+0.75%
+$4,967.81 
LECO Lincoln Electric Holdings, Inc.
+0.75%
+$31.2 
SBAC SBA Communications Corporation
+0.74%
+$24.48 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$326 
HIG The Hartford Insurance Group, Inc.
+0.71%
+$31.18 
DLS WisdomTree International SmallCap Dividend Fund
+0.71%
+$1,123.93 
BALL Ball Corp.
+0.7%
+$21.56 
ESNT Essent Group Ltd.
+0.69%
+$28,235.24 
DVY iShares Select Dividend ETF
+0.68%
+$181.44 
WMT Walmart Inc.
+0.68%
+$720 
ON ON Semiconductor Corporation
+0.65%
+$21.85 
CI The Cigna Group
+0.64%
+$66.67 
IGF iShares Global Infrastructure ETF
+0.61%
+$230.62 
V Visa Inc. Class A
+0.6%
+$177.6 
ISRG Intuitive Surgical, Inc.
+0.59%
+$91.44 
T AT&T Inc.
+0.57%
+$135 
GEV GE Vernova Inc.
+0.55%
+$256 
ABBV AbbVie Inc.
+0.55%
+$1,533.24 
JNJ Johnson & Johnson
+0.55%
+$144.56 
REG Regency Centers Corporation
+0.55%
+$30.4 
DRI Darden Restaurants, Inc.
+0.55%
+$30.42 
CPB The Campbell's Company
+0.53%
+$13.96 
DIS The Walt Disney Company
+0.47%
+$340.93 
PH Parker-Hannifin Corporation
+0.45%
+$4,994.91 
KEY KeyCorp
+0.43%
+$76.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.43%
+$36.05 
FITB Fifth Third Bancorp
+0.42%
+$20.58 
BCS Barclays PLC Sponsored ADR
+0.42%
+$57 
SPGI S&P Global Inc.
+0.41%
+$12.25 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$20.31 
RY Royal Bank of Canada
+0.4%
+$51.03 
REZI Resideo Technologies Inc.
+0.39%
+$0.07 
EXPE Expedia Group, Inc.
+0.39%
+$12.43 
GPC Genuine Parts Company
+0.38%
+$19.38 
KDP Keurig Dr Pepper Inc.
+0.38%
+$16.9 
PFE Pfizer Inc.
+0.36%
+$345.24 
EFV iShares MSCI EAFE Value ETF
+0.34%
+$78.7 
SPG Simon Property Group, Inc.
+0.32%
+$17.92 
AXP American Express Company
+0.31%
+$211.2 
PPG PPG Industries Inc.
+0.3%
+$1.95 
BAC Bank of America Corporation
+0.29%
+$32.25 
SNA Snap-on Inc.
+0.28%
+$4.16 
AYI Acuity Brands Inc.
+0.28%
+$10.08 
SOLS Sollensys Corp
+0.25%
+$0.3 
VTV Vanguard Value ETF
+0.25%
+$3,772.45 
IP International Paper Company
+0.23%
+$26.64 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$136.32 
DFIS Dimensional International Small Cap ETF
+0.22%
+$252.32 
FCX Freeport-McMoRan Inc.
+0.21%
+$5.85 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.19%
+$106.6 
VNQ Vanguard Real Estate ETF
+0.19%
+$612.17 
DTD WisdomTree U.S. Total Dividend Fund
+0.18%
+$162.93 
ICE Intercontinental Exchange, Inc.
+0.17%
+$5.13 
YJUN First Trust International Equity Moderate ETF
+0.17%
+$49.09 
RPM RPM International Inc.
+0.17%
+$5.45 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.15%
+$398.25 
MTG MGIC Investment Corporation
+0.14%
+$5.88 
IEFA iShares Core MSCI EAFE ETF
+0.14%
+$716.66 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.14%
+$65.34 
BIIB Biogen Inc.
+0.12%
+$0.87 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.11%
+$3,685.5 
WRB W.R. Berkley Corporation
+0.1%
+$4,450.8 
EFA iShares MSCI EAFE ETF
+0.1%
+$2,153.5 
IVE ISHARES S&P 500 VALUE ETF
+0.08%
+$11.02 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$2.96 
DOC Healthpeak Properties, Inc.
+0.05%
+$2.5 
TDY Teledyne Technologies Incorporated
+0.04%
+$2.24 
ABT Abbott Laboratories
+0.04%
+$32.04 
CVS CVS Health Corporation
+0.04%
+$0.2 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$70.3 
SCHF Schwab International Equity ETF
+0.04%
+$57.79 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$1.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.04%
+$3,930.65 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.04%
+$0.65 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$138.95 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$14.07 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$1.86 
TFLO iShares Treasury Floating Rate Bond ETF
0%
+$1.29 
AVB AvalonBay Communities, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 HIMU
HIMU
0%
$0 G364
G3643J108
0%
$0 
OPEN Opendoor Technologies Inc.
-6.25%
-$1.45 
TQQQ ProShares UltraPro QQQ
-5%
-$2,505.51 
ACHR Archer Aviation Inc.
-4.45%
-$190 
WDC Western Digital Corporation
-4.39%
-$234.9 
PRME Prime Medicine Inc.
-4.16%
-$75 
ORCL Oracle Corporation
-3.42%
-$321.65 
MKSI MKS Instruments Inc.
-3.41%
-$186.96 
VTGN VistaGen Therapeutics Inc.
-3.38%
-$0.21 
CLS Celestica Inc.
-3.07%
-$106.46 
HUM Humana Inc.
-3.07%
-$145.92 
AVGO Broadcom Inc.
-3.06%
-$284.58 
UI Ubiquiti Inc.
-3.05%
-$7,076.25 
JBL Jabil Inc.
-2.93%
-$134.72 
COIN Coinbase Global, Inc.
-2.91%
-$2,675 
FSK FS KKR Capital Corp.
-2.8%
-$111.3 
FUBO FuboTV Inc.
-2.79%
-$39.01 
RBA Rb Global Inc.
-2.78%
-$249.26 
AMAT Applied Materials, Inc.
-2.69%
-$161.7 
RIVN Rivian Automotive, Inc.
-2.65%
-$768.66 
META Meta Platforms Inc Class A
-2.65%
-$14,566.5 
VERX Vertex Inc.
-2.56%
-$2,145.15 
JAZZ Jazz Pharmaceuticals plc
-2.52%
-$59.4 
SNX TD Synnex Corporation
-2.17%
-$143.52 
SCHW Charles Schwab Corporation
-2.06%
-$44.62 
VBK Vanguard Small-Cap Growth ETF
-1.93%
-$1,411.55 
MSFT Microsoft Corp.
-1.93%
-$11,190.75 
GOOGL Alphabet Inc
-1.88%
-$8,850.1 
SPCX Space Exploration Technologies Corp. Class A
-1.82%
-$168.02 
CSCO Cisco Systems, Inc.
-1.79%
-$41.27 
GOOG Alphabet Inc
-1.75%
-$1,302.48 
EW Edwards Lifesciences Corporation
-1.71%
-$54.18 
SMH VanEck Semiconductor ETF
-1.71%
-$152.48 
EBAY eBay Inc.
-1.67%
-$22.55 
ETN Eaton Corporation plc
-1.64%
-$72.49 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$30,476.16 
SHOP Shopify Inc.
-1.62%
-$7,933.75 
TSLA Tesla, Inc.
-1.62%
-$4,555.11 
DKNG DraftKings Inc.
-1.6%
-$492.28 
LINE Lineage, Inc.
-1.47%
-$115 
IWF iShares Russell 1000 Growth ETF
-1.45%
-$1,017 
JD JD.com Inc.
-1.44%
-$59.25 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$1,141.9 
STT State Street Corp
-1.44%
-$118.09 
VXF Vanguard Extended Market ETF
-1.41%
-$1,779.96 
ASIX AdvanSix Inc.
-1.39%
-$0.23 
VONG Vanguard Russell 1000 Growth Fund
-1.39%
-$66,867.8 
GDDY Godaddy Inc.
-1.38%
-$41.44 
BX Blackstone Inc.
-1.38%
-$261.87 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.37%
-$2,950.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.36%
-$6,925.66 
VUG Vanguard Growth ETF
-1.35%
-$5,641.24 
UNH UnitedHealth Group Incorporated
-1.32%
-$354.42 
IWM iShares Russell 2000 ETF
-1.32%
-$3,586.44 
ITT Itt Inc.
-1.31%
-$60.6 
VTWO Vanguard Russell 2000 ETF
-1.3%
-$11,276.61 
NDSN Nordson Corporation
-1.29%
-$50.76 
AMZN Amazon.com Inc
-1.28%
-$11,962.38 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$1,162.7 
MELI MercadoLibre, Inc.
-1.25%
-$46.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.24%
-$6,749.75 
EEM iShares MSCI Emerging Markets ETF
-1.23%
-$186.04 
VEEV Veeva Systems Inc.
-1.2%
-$17,517.84 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$1,057.41 
TMO Thermo Fisher Scientific Inc.
-1.19%
-$49.74 
SCHA Schwab U.S. Small-Cap ETF
-1.17%
-$1,139.32 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.15%
-$22.68 
TRN Trinity Industries Inc.
-1.14%
-$23.2 
MHK Mohawk Industries, Inc.
-1.1%
-$48.96 
PRCT Procept BioRobotics Corporation
-1.07%
-$195 
USFD US Foods Holding Corp
-1.07%
-$26.16 
IQV IQVIA Holdings Inc.
-1.06%
-$31.57 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.04%
-$1,544.59 
VWO Vanguard FTSE Emerging Markets ETF
-1.02%
-$3,348.6 
UBER Uber Technologies, Inc.
-1%
-$713.7 
IBIT iShares Bitcoin Trust
-1%
-$730.51 
SCHE Schwab Emerging Markets Equity ETF
-1%
-$101.55 
CEG Constellation Energy Corporation
-0.99%
-$310.71 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.97%
-$18.72 
ZBRA Zebra Technologies Corporation
-0.96%
-$58 
VB Vanguard Small-Cap ETF
-0.95%
-$92.99 
CHKP Check Point Software Technologies Ltd.
-0.92%
-$39.33 
BAX Baxter International Inc.
-0.85%
-$6.6 
SMMD iShares Russell 2500 ETF
-0.85%
-$6,635.93 
ISMD Inspire Small/Mid Cap ETF
-0.84%
-$994.89 
FIS Fidelity National Information Services, Inc.
-0.8%
-$37.99 
HSIC Henry Schein, Inc.
-0.78%
-$36.72 
SCHM Schwab U.S. Mid-Cap ETF
-0.78%
-$1,400.76 
STXF Strive 500 ETF
-0.78%
-$42,127.8 
GTX Garrett Motion Inc.
-0.78%
-$0.19 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$579.21 
MDT Medtronic plc
-0.77%
-$7.3 
IWR iShares Russell Mid-Cap ETF
-0.76%
-$1,850.07 
CSQ Calamos Strategic Total Return Fund
-0.75%
-$3,535.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$24,596.02 
VOTE TCW Transform 500 ETF
-0.74%
-$14,271.54 
SCHX Schwab U.S. Large-Cap ETF
-0.72%
-$4,715.26 
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$864.6 
ACVF American Conservative Values ETF
-0.7%
-$4,428.17 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$16,223.62 
JCI Johnson Controls International plc
-0.67%
-$21.78 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$12,273.58 
VOO Vanguard S&P 500 ETF
-0.67%
-$10,806.37 
IVV iShares Core S&P 500 ETF
-0.66%
-$224,549.12 
IJR iShares Core S&P Small-Cap ETF
-0.64%
-$1,686.96 
IWN iShares Russell 2000 Value ETF
-0.64%
-$97.2 
IJH iShares Core S&P Mid-Cap ETF
-0.63%
-$15,994.2 
PRU Prudential Financial, Inc.
-0.62%
-$299.43 
VT Vanguard Total World Stock ETF
-0.59%
-$697.51 
MDY SPDR S&P MidCap 400 ETF Trust
-0.57%
-$725.8 
IBM International Business Machines Corporation
-0.55%
-$63.75 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.52%
-$2,508.39 
QUAL iShares MSCI USA Quality Factor ETF
-0.52%
-$22.42 
BBY Best Buy Co., Inc.
-0.5%
-$24.23 
WWD Woodward Inc.
-0.5%
-$13.36 
OMC Omnicom Group Inc.
-0.49%
-$26.07 
GS The Goldman Sachs Group, Inc.
-0.46%
-$1,288.35 
VO Vanguard Mid-Cap ETF
-0.43%
-$933.1 
RJF Raymond James Financial Inc.
-0.41%
-$28.16 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.4%
-$27.12 
AMP Ameriprise Financial, Inc.
-0.37%
-$47 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.36%
-$56 
VEU Vanguard FTSE All-World ex-US ETF
-0.36%
-$1,563.5 
SEIC SEI Investments Company
-0.35%
-$0.36 
NVO Novo Nordisk A/S Sponsored ADR
-0.33%
-$8.19 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.33%
-$2,181.78 
IAUM iShares Gold Trust Micro
-0.33%
-$129.47 
IWS iShares Russell Mid-Cap Value ETF
-0.32%
-$184.57 
HUBB Hubbell Inc.
-0.32%
-$16.28 
SUNB Sunbelt Rentals Holdings, Inc.
-0.31%
-$9.6 
SPHY SPDR Portfolio High Yield Bond ETF
-0.31%
-$1,438.5 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$106.8 
IMMR Immersion Corporation
-0.28%
-$0.38 
JXN Jackson Financial Inc.
-0.27%
-$0.35 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.27%
-$53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$680.02 
RSP Invesco S&P 500 Equal Weight ETF
-0.26%
-$128.24 
NVDA NVIDIA Corporation
-0.24%
-$2,363.55 
IAU iShares Gold Trust
-0.24%
-$17.39 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.22%
-$5.8 
DHLX Diamond Hill Large Cap Concentrated ETF
-0.21%
-$2,699.7 
GIS General Mills, Inc.
-0.21%
-$2.8 
NSC Norfolk Southern Corporation
-0.19%
-$99.2 
CBSH Commerce Bancshares, Inc.
-0.18%
-$0.9 
PRF Invesco FTSE RAFI US 1000 ETF
-0.17%
-$2,887.14 
HYBL SPDR Blackstone High Income Fund
-0.16%
-$240.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$43.68 
GIB CGI Inc.
-0.16%
-$3.72 
AME Ametek Inc.
-0.16%
-$11.7 
ACI Albertsons Companies, Inc.
-0.15%
-$2.88 
ABEV Ambev S.A.
-0.15%
-$0.58 
SRLN SPDR Blackstone Senior Loan ETF
-0.15%
-$0.72 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.14%
-$35.64 
VRTS Virtus Investment Partners Inc.
-0.14%
-$1.05 
DD DuPont de Nemours, Inc.
-0.14%
-$2.04 
FLJP Franklin FTSE Japan ETF
-0.12%
-$3.35 
FULT Fulton Financial Corporation
-0.11%
-$0.23 
COR Cencora, Inc.
-0.1%
-$5.95 
EZU iShares MSCI Eurozone ETF
-0.09%
-$2.16 
IWD iShares Russell 1000 Value ETF
-0.06%
-$2.32 
FIVE Five Below, Inc.
-0.05%
-$1.09 
VONV Vanguard Russell 1000 Value Index Fund
-0.05%
-$103.18 
BMY Bristol-Myers Squibb Company
-0.03%
-$10.7 
ACA Arcosa Inc.
-0.02%
-$0.65 
SWK Stanley Black & Decker Inc.
-0.02%
-$6.64 Events
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Dividends
Dividend Analysis
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| Trades 1606 | Longs Won 1184/1606 73% | Profit Factor 1.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $334,806.69 |
| Average Win $29,714.18 | Best Trade (Oct 15) $6.68M | Sharpe Ratio -287.04 |
| Average Loss -$54,765.44 | Worst Trade (Oct 15) -$8.57M | Z-Score 19.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $7,515.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.14% | 1.64% | 14.34% |
| Consecutive Losing Trades | 2,525 | 2,273 | 2,020 | 1,768 | 1,515 | 1,263 | 1,010 | 758 | 505 | 253 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,933 | $388,059.12 | $666,053.81 | - | $277,994.69 | 71.64% | +0.751% |
| ABBV AbbVie Inc. | 986 | $242,438.2 | $280,965.63 | - | $38,527.43 | 15.89% | +0.549% |
| ABEV Ambev S.A. | 117 | $327.6 | $380.83 | - | $53.23 | 16.25% | -0.153% |
| ABT Abbott Laboratories | 712 | $64,607 | $74,564.2 | - | $9,957.2 | 15.41% | +0.043% |
| ACA Arcosa Inc. | 26 | $2,149 | $3,821.61 | - | $1,672.61 | 77.83% | -0.017% |
| ACGL Arch Capital Group Ltd | 319 | $29,488.35 | $31,994.1 | - | $2,505.75 | 8.5% | +0.992% |
| ACHR Archer Aviation Inc. | 1,000 | $6,140 | $4,080 | - | -$2,060 | -33.55% | -4.45% |
| ACI Albertsons Companies, Inc. | 144 | $2,472 | $1,872.72 | - | -$599.28 | -24.24% | -0.154% |
| ACN Accenture plc Class A | 85,224 | $29.92M | $19.32M | - | -$10.6M | -35.42% | +0.816% |
| ACVF American Conservative Values ETF | 11,466 | $491,159.89 | $628,910.1 | - | $137,750.21 | 28.05% | -0.699% |
| AMAT Applied Materials, Inc. | 14 | $2,269 | $5,858.44 | - | $3,589.44 | 158.19% | -2.686% |
| AME Ametek Inc. | 30 | $6,159 | $7,443.9 | - | $1,284.9 | 20.86% | -0.157% |
| AMP Ameriprise Financial, Inc. | 25 | $10,932.68 | $12,517.5 | - | $1,584.82 | 14.5% | -0.374% |
| AMZN Amazon.com Inc | 3,677 | $635,397.27 | $924,790.14 | - | $289,392.87 | 45.55% | -1.277% |
| AON Aon plc | 8 | $2,328 | $2,319.04 | - | -$8.96 | -0.38% | +1.074% |
| ASIX AdvanSix Inc. | 1 | $30 | $16.27 | - | -$13.73 | -45.77% | -1.394% |
| ASML ASML Holding N.V. New York Registry Shares | 3 | $2,904 | $4,992.63 | - | $2,088.63 | 71.92% | +0.408% |
| AVB AvalonBay Communities, Inc. | 24 | $4,393 | $4,417.44 | - | $24.44 | 0.56% | 0.0 |
| AVGO Broadcom Inc. | 27 | $8,908 | $9,012.33 | - | $104.33 | 1.17% | -3.061% |
| AXP American Express Company | 220 | $41,214.63 | $69,262.6 | - | $28,047.97 | 68.05% | +0.306% |
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FAQ
Which stocks have generated the highest profits for Douglas E. Morisoli?
The largest contributions to the portfolio's profits come from the following stocks: Essent Group Ltd - $955,480.92, iShares Core S&P 500 ETF - $776,349.03, VANGUARD FTSE DEVELOPED MARKETS ETF - $537,599.45, W.R. Berkley Corporation - $439,526.08, and NVIDIA Corporation - $354,715.71. 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: Acco Group Holdings Ltd - $9.77M, Vertex Inc - $112,405.72, Quaker Chemical Corporation - $89,001.32, Comcast Corp - $43,238.22, and Bloom Energy Corporation - $41,738. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Douglas E. Morisoli's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.58M earned over time. The largest contributors to dividend income include Accenture plc Class A - $1.58M, iShares Core S&P 500 ETF - $712,592.4, VANGUARD FTSE DEVELOPED MARKETS ETF - $518,183.5, Essent Group Ltd - $329,873.99, and W.R. Berkley Corporation - $227,397.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Douglas E. Morisoli's monthly returns?
Douglas E. Morisoli'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 Douglas E. Morisoli's strategy be considered aggressive or moderate?
Douglas E. Morisoli'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 Douglas E. Morisoli's strategy?
Douglas E. Morisoli'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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