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:
8.82%
Gain -0.53%
Monthly
0.26%
Yearly
3.22%
Drawdown
24.16%
$130.41M
Equity
Holdings
$130.41M
Investment
$113.54M
$9.2M
Profit -$597,596.11
Realized
-$7.67M
Unrealized
$16.87M
Dividends
$5.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$597,596.11
Win %
84%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$283,215.3
Win %
84%
This Month
Compared to last month
Gain
-0.46%
Profit
-$597,596.11
Win %
84%
This Year
Compared to last year
Gain
11.53%
Profit
$13.48M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$130,681.72 
ETN Eaton Corporation plc
+7.32%
+$311.41 
GOOG Alphabet Inc
+6.88%
+$1,837.6 
GOOGL Alphabet Inc
+6.73%
+$30,222.15 
SOLS Sollensys Corp
+4.84%
+$5.56 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$177.44 
UI Ubiquiti Inc.
+4.37%
+$8,733.76 
PRCT Procept BioRobotics Corporation
+3.44%
+$620 
META Meta Platforms Inc Class A
+3.28%
+$13,206.95 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$99.6 
FUBO FuboTV Inc.
+3.03%
+$43.16 
MSFT Microsoft Corp.
+3.02%
+$12,421.43 
MHK Mohawk Industries, Inc.
+2.96%
+$127.44 
NVDA NVIDIA Corporation
+2.93%
+$25,826.36 
REFR Research Frontiers Inc.
+2.56%
+$1.25 
VERX Vertex Inc.
+2.46%
+$1,899.99 
CVX Chevron Corporation
+2.35%
+$628.28 
WDC Western Digital Corporation
+2.21%
+$177 
JD JD.com Inc.
+2.17%
+$105 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$172.48 
CSCO Cisco Systems, Inc.
+2.14%
+$51.03 
JBL Jabil Inc.
+2.12%
+$104.48 
CHTR Charter Communications Inc
+2.1%
+$35.76 
TQQQ ProShares UltraPro QQQ
+2.08%
+$531.96 
IMMR Immersion Corporation
+2.02%
+$2.85 
JCI Johnson Controls International plc
+1.93%
+$61.16 
ROK Rockwell Automation, Inc.
+1.93%
+$54.42 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$75 
ZBRA Zebra Technologies Corporation
+1.82%
+$84 
ORCL Oracle Corporation
+1.81%
+$161.7 
ZTS Zoetis Inc.
+1.66%
+$27.72 
SHEL Shell plc
+1.62%
+$1,171.59 
ACN Accenture plc Class A
+1.61%
+$229,560.42 
FANG Diamondback Energy Inc
+1.59%
+$130.38 
CDW CDW Corporation
+1.55%
+$83.25 
ITT Itt Inc.
+1.54%
+$68.54 
VZ Verizon Communications Inc.
+1.52%
+$235.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$1,260.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,136.64 
PH Parker-Hannifin Corporation
+1.43%
+$15,704.88 
SNX TD Synnex Corporation
+1.42%
+$93.08 
GE General Electric Company
+1.42%
+$40.24 
MKSI MKS Instruments Inc.
+1.42%
+$99.6 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$91.26 
DHLX Diamond Hill Large Cap Concentrated ETF
+1.4%
+$17,404.66 
WWD Woodward Inc.
+1.25%
+$35.76 
CMCSA Comcast Corp
+1.23%
+$53.65 
AMAT Applied Materials, Inc.
+1.18%
+$82.6 
MSI Motorola Solutions, Inc.
+1.14%
+$39.44 
TCOM Trip.com Group Limited American Depositary Receipt
+1.14%
+$59.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,503.92 
VUG Vanguard Growth ETF
+1.1%
+$3,448.44 
VEEV Veeva Systems Inc.
+1.1%
+$10,342.98 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$2,989.99 
BKR Baker Hughes Company
+0.98%
+$55.46 
TDY Teledyne Technologies Incorporated
+0.98%
+$51.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,824.08 
TTE TotalEnergies SE
+0.95%
+$91.3 
WMB The Williams Companies, Inc.
+0.89%
+$36.54 
SCHW Charles Schwab Corporation
+0.87%
+$20.93 
NDSN Nordson Corporation
+0.86%
+$30.6 
IBM International Business Machines Corporation
+0.86%
+$93.59 
GEV GE Vernova Inc.
+0.85%
+$66.48 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$97.97 
THC Tenet Healthcare Corporation
+0.81%
+$6.15 
STXF Strive 500 ETF
+0.8%
+$40,942.72 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$118.5 
TSLA Tesla, Inc.
+0.76%
+$1,831.34 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$505.52 
STT State Street Corp
+0.73%
+$65.66 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$631.68 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,655.87 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,119.77 
AME Ametek Inc.
+0.71%
+$51 
CSQ Calamos Strategic Total Return Fund
+0.7%
+$3,299.66 
BMY Bristol-Myers Squibb Company
+0.69%
+$323.1 
IVV iShares Core S&P 500 ETF
+0.69%
+$226,350.08 
CARR Carrier Global Corporation
+0.68%
+$3.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$15,233.67 
HSIC Henry Schein, Inc.
+0.68%
+$31.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,419.68 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$4,063.53 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.63%
+$2,199.26 
EXPE Expedia Group, Inc.
+0.62%
+$19.91 
ET Energy Transfer L.P.
+0.59%
+$1,098 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$431.04 
RJF Raymond James Financial Inc.
+0.58%
+$44.44 
MO Altria Group, Inc.
+0.57%
+$213.72 
ACVF American Conservative Values ETF
+0.55%
+$3,378.33 
VOTE TCW Transform 500 ETF
+0.53%
+$9,819.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$19,584.3 
EXC Exelon Corporation
+0.53%
+$82.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$94 
HON Honeywell International Inc.
+0.47%
+$6.27 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$357.28 
NSC Norfolk Southern Corporation
+0.46%
+$348.75 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.46%
+$30.4 
GTX Garrett Motion Inc.
+0.45%
+$0.14 
IWD iShares Russell 1000 Value ETF
+0.44%
+$17.76 
EBAY eBay Inc.
+0.43%
+$5.39 
PFE Pfizer Inc.
+0.4%
+$811.6 
RTX RTX Corporation
+0.39%
+$6.72 
AVGO Broadcom Inc.
+0.37%
+$38.88 
PG Procter & Gamble Co
+0.37%
+$53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,414.46 
OTIS Otis Worldwide Corporation
+0.36%
+$1.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,707.84 
BAC Bank of America Corporation
+0.36%
+$47.3 
SNA Snap-on Inc.
+0.33%
+$5.44 
AZO AutoZone Inc.
+0.32%
+$19.36 
MRK Merck & Co., Inc.
+0.32%
+$323.91 
JXN Jackson Financial Inc.
+0.31%
+$0.38 
SMH VanEck Semiconductor ETF
+0.3%
+$16.3 
VSNT Versant Media Group, Inc.
+0.28%
+$0.7 
DOV Dover Corporation
+0.27%
+$15.12 
JPM JPMorgan Chase & Co.
+0.27%
+$73.32 
VT Vanguard Total World Stock ETF
+0.26%
+$293.97 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$231.5 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$8,180.48 
AMP Ameriprise Financial, Inc.
+0.25%
+$34.5 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$166.78 
JNJ Johnson & Johnson
+0.21%
+$55.12 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$3,052.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$7.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$37.32 
USB U.S. Bancorp
+0.17%
+$39.93 
T AT&T Inc.
+0.17%
+$39.84 
HST Host Hotels & Resorts Inc.
+0.16%
+$4.36 
UMBF UMB Financial Corporation
+0.15%
+$49.72 
ISRG Intuitive Surgical, Inc.
+0.1%
+$12.96 
C Citigroup Inc.
+0.1%
+$24.31 
FSK FS KKR Capital Corp.
+0.1%
+$3.71 
WMT Walmart Inc.
+0.09%
+$90 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$30.24 
HYBL SPDR Blackstone High Income Fund
+0.05%
+$74.1 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$206.8 
USFD US Foods Holding Corp
+0.04%
+$0.96 
DIS The Walt Disney Company
+0.03%
+$19.86 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$0.12 
TAP Molson Coors Beverage Company
+0.02%
+$0.1 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTGN VistaGen Therapeutics Inc.
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
OS OneStream, Inc.
0%
$0 HIMU
HIMU
0%
$0 G364
G3643J108
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$464.52 
COIN Coinbase Global, Inc.
-10.59%
-$8,660 
RIVN Rivian Automotive, Inc.
-9.57%
-$3,587.08 
TRN Trinity Industries Inc.
-8.97%
-$246.4 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$285.39 
AAPL Apple Inc.
-7.35%
-$43,400.4 
CLS Celestica Inc.
-6%
-$232.65 
LIN Linde plc
-5.95%
-$453.9 
WMG Warner Music Group Corp.
-5.81%
-$152 
IP International Paper Company
-5.38%
-$760.96 
SHOP Shopify Inc.
-4.29%
-$14,437.5 
PRME Prime Medicine Inc.
-3.31%
-$50 
RELX Relx PLC Sponsored ADR
-3.25%
-$295.12 
CI The Cigna Group
-2.99%
-$301.35 
IBIT iShares Bitcoin Trust
-2.89%
-$1,665.26 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$20.46 
AYI Acuity Brands Inc.
-2.8%
-$113.52 
MLM Martin Marietta Materials, Inc.
-2.75%
-$89.16 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$142.08 
FIS Fidelity National Information Services, Inc.
-2.67%
-$161.13 
SLGN Silgan Holdings Inc.
-2.63%
-$123.12 
ASIX AdvanSix Inc.
-2.62%
-$0.54 
ON ON Semiconductor Corporation
-2.54%
-$97.98 
VRTS Virtus Investment Partners Inc.
-2.54%
-$24.9 
ABBV AbbVie Inc.
-2.51%
-$394.67 
ICE Intercontinental Exchange, Inc.
-2.42%
-$72.01 
BIIB Biogen Inc.
-2.4%
-$14.94 
HLN Haleon Plc - ADR
-2.37%
-$222.48 
PCG PG&E Corporation
-2.25%
-$82.4 
BAX Baxter International Inc.
-2.21%
-$17.7 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$60.72 
ACHR Archer Aviation Inc.
-2.11%
-$100 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$33.75 
GIS General Mills, Inc.
-1.84%
-$26.8 
BBY Best Buy Co., Inc.
-1.78%
-$79.56 
UNH UnitedHealth Group Incorporated
-1.68%
-$459.55 
POST Post Holdings Inc.
-1.67%
-$51.15 
AON Aon plc
-1.64%
-$48.16 
DRI Darden Restaurants, Inc.
-1.64%
-$88.14 
IAUM iShares Gold Trust Micro
-1.46%
-$357.6 
IAU iShares Gold Trust
-1.46%
-$106.22 
KDP Keurig Dr Pepper Inc.
-1.43%
-$58.5 
NI NiSource Inc.
-1.42%
-$81.92 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$89.76 
PPG PPG Industries Inc.
-1.35%
-$9.06 
MTG MGIC Investment Corporation
-1.35%
-$60.27 
DD DuPont de Nemours, Inc.
-1.32%
-$21.45 
OPEN Opendoor Technologies Inc.
-1.31%
-$0.5 
FCX Freeport-McMoRan Inc.
-1.28%
-$31.59 
WTRG Essential Utilities Inc.
-1.24%
-$32 
HSY The Hershey Company
-1.23%
-$37.06 
F Ford Motor Company
-1.21%
-$467.1 
REZI Resideo Technologies Inc.
-1.21%
-$0.42 
IQV IQVIA Holdings Inc.
-1.17%
-$30.47 
AVB AvalonBay Communities, Inc.
-1.16%
-$52.08 
SRE Sempra
-1.15%
-$32.96 
WRB W.R. Berkley Corporation
-1.15%
-$44,624.16 
OMC Omnicom Group Inc.
-1.14%
-$60.06 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$577.17 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$82.4 
VTRS Viatris Inc.
-1.13%
-$60.8 
DEO Diageo plc Sponsored ADR
-1.12%
-$8 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$276.66 
PKG Packaging Corporation of America
-1.12%
-$39.06 
LINE Lineage, Inc.
-1.12%
-$110.4 
DOC Healthpeak Properties, Inc.
-1.04%
-$69.23 
CRH CRH plc
-1.03%
-$23.76 
KO The Coca-Cola Company
-1.02%
-$196.2 
SWK Stanley Black & Decker Inc.
-1.01%
-$429.71 
DKNG DraftKings Inc.
-1.01%
-$381.12 
PPL PPL Corporation
-0.98%
-$168.7 
FLJP Franklin FTSE Japan ETF
-0.98%
-$26.13 
EW Edwards Lifesciences Corporation
-0.98%
-$30.6 
XOM Exxon Mobil Corporation
-0.97%
-$1,395.36 
FIVE Five Below, Inc.
-0.93%
-$20.4 
HDB HDFC Bank Limited ADR
-0.87%
-$73.5 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$34.1 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$24.4 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$37.62 
HUM Humana Inc.
-0.76%
-$30.8 
ESNT Essent Group Ltd.
-0.75%
-$38,960.5 
CVS CVS Health Corporation
-0.75%
-$3.95 
SPGI S&P Global Inc.
-0.74%
-$21.49 
GSK GSK plc Sponsored ADR
-0.73%
-$7.6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$1,917.96 
BCS Barclays PLC Sponsored ADR
-0.72%
-$120 
RPM RPM International Inc.
-0.7%
-$25.08 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$0.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$68,245.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,404.52 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,041.2 
BALL Ball Corp.
-0.63%
-$20.09 
EFA iShares MSCI EAFE ETF
-0.62%
-$14,215.08 
ACGL Arch Capital Group Ltd
-0.6%
-$348.31 
ROST Ross Stores, Inc.
-0.59%
-$45 
SCHF Schwab International Equity ETF
-0.58%
-$727.04 
WEC WEC Energy Group Inc.
-0.57%
-$34.65 
SBUX Starbucks Corporation
-0.57%
-$51 
PRU Prudential Financial, Inc.
-0.56%
-$280.83 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,237.14 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$125.13 
DFIS Dimensional International Small Cap ETF
-0.53%
-$592.23 
SBAC SBA Communications Corporation
-0.51%
-$16.56 
CHE Chemed Corporation
-0.47%
-$12.7 
IWM iShares Russell 2000 ETF
-0.47%
-$1,370.53 
SPG Simon Property Group, Inc.
-0.46%
-$29.96 
CF CF Industries Holdings, Inc.
-0.46%
-$14.5 
PEP PepsiCo, Inc.
-0.46%
-$37.12 
CPB The Campbell's Company
-0.45%
-$13 
DVY iShares Select Dividend ETF
-0.45%
-$120.24 
CCK Crown Holdings Inc.
-0.44%
-$17.16 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.43%
-$244.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$14.82 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,906 
HD The Home Depot, Inc.
-0.42%
-$347.5 
MELI MercadoLibre, Inc.
-0.41%
-$15.56 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$389.48 
AXP American Express Company
-0.38%
-$279.4 
CMS CMS Energy Corporation
-0.37%
-$21.06 
MDT Medtronic plc
-0.37%
-$3.2 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,551.27 
GPC Genuine Parts Company
-0.37%
-$17.48 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$8.5 
TFC Truist Financial Corporation
-0.33%
-$66.64 
ABEV Ambev S.A.
-0.32%
-$1.17 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$178.88 
L Loews Corporation
-0.31%
-$21.6 
CEG Constellation Energy Corporation
-0.31%
-$92.34 
VXF Vanguard Extended Market ETF
-0.3%
-$387.66 
SMMD iShares Russell 2500 ETF
-0.29%
-$1,887.11 
RY Royal Bank of Canada
-0.29%
-$39.65 
CBSH Commerce Bancshares, Inc.
-0.29%
-$1.53 
COR Cencora, Inc.
-0.28%
-$15.13 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$689.44 
ISMD Inspire Small/Mid Cap ETF
-0.28%
-$343.45 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$200.56 
VTV Vanguard Value ETF
-0.27%
-$4,012.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$466.29 
BXSL Blackstone Secured Lending Fund
-0.26%
-$87.06 
BX Blackstone Inc.
-0.25%
-$25.6 
IWN iShares Russell 2000 Value ETF
-0.25%
-$39.6 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$151.8 
RBA Rb Global Inc.
-0.24%
-$27.81 
HUBB Hubbell Inc.
-0.24%
-$12.54 
YJUN First Trust International Equity Moderate ETF
-0.23%
-$69.82 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$136.32 
VB Vanguard Small-Cap ETF
-0.22%
-$22.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$794.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$541.44 
KR Kroger Co.
-0.21%
-$5.64 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$53.76 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,060.87 
ACI Albertsons Companies, Inc.
-0.17%
-$2.88 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$220.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$84.73 
UGI UGI Corporation
-0.17%
-$107.1 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$254.8 
FITB Fifth Third Bancorp
-0.16%
-$8.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$165.3 
GIB CGI Inc.
-0.12%
-$2.79 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$17.6 
STZ Constellation Brands, Inc.
-0.12%
-$2.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,055.04 
KEY KeyCorp
-0.09%
-$18 
REG Regency Centers Corporation
-0.09%
-$5.32 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$571.14 
SEIC SEI Investments Company
-0.06%
-$0.06 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$37.14 
VO Vanguard Mid-Cap ETF
-0.05%
-$107.04 
FULT Fulton Financial Corporation
-0.04%
-$0.09 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$119.25 
V Visa Inc. Class A
-0.04%
-$10.22 
XEL Xcel Energy Inc.
-0.04%
-$2.58 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$63.74 
ACA Arcosa Inc.
-0.02%
-$0.78 
UBER Uber Technologies, Inc.
-0.01%
-$10 Events
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Dividends
Dividend Analysis
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| Trades 1489 | Longs Won 1152/1489 77% | Profit Factor 1.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $397,086.56 |
| Average Win $30,535.15 | Best Trade (Aug 14) $6.9M | Sharpe Ratio -10.54 |
| Average Loss -$77,090.85 | Worst Trade (Aug 02) -$12.05M | Z-Score 26.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $6,176.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.09% | 0.57% | 2.7% | 10.45% | 34.42% |
| Consecutive Losing Trades | 1,692 | 1,523 | 1,354 | 1,184 | 1,015 | 846 | 677 | 508 | 338 | 169 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,770 | $340,892.83 | $546,770.7 | - | $205,877.87 | 60.39% | -7.354% |
| ABBV AbbVie Inc. | 61 | $9,561.47 | $15,307.34 | - | $5,745.87 | 60.09% | -2.513% |
| ABEV Ambev S.A. | 117 | $327.6 | $363.87 | - | $36.27 | 11.07% | -0.321% |
| ACA Arcosa Inc. | 26 | $2,149 | $3,775.2 | - | $1,626.2 | 75.67% | -0.021% |
| ACGL Arch Capital Group Ltd | 571 | $52,783.21 | $57,402.63 | - | $4,619.42 | 8.75% | -0.603% |
| ACHR Archer Aviation Inc. | 1,000 | $6,140 | $4,640 | - | -$1,500 | -24.43% | -2.11% |
| ACI Albertsons Companies, Inc. | 144 | $2,472 | $1,667.52 | - | -$804.48 | -32.54% | -0.172% |
| ACN Accenture plc Class A | 87,285 | $30.65M | $14.48M | - | -$16.16M | -52.75% | +1.611% |
| ACVF American Conservative Values ETF | 11,452 | $490,396.47 | $618,419.45 | - | $128,022.98 | 26.11% | +0.549% |
| AMAT Applied Materials, Inc. | 14 | $2,269 | $7,107.38 | - | $4,838.38 | 213.24% | +1.176% |
| AME Ametek Inc. | 30 | $6,159 | $7,251.3 | - | $1,092.3 | 17.74% | +0.708% |
| AMP Ameriprise Financial, Inc. | 25 | $10,932.68 | $13,646 | - | $2,713.32 | 24.82% | +0.253% |
| AMZN Amazon.com Inc | 3,622 | $622,288.57 | $983,662.72 | - | $361,374.15 | 58.07% | +15.321% |
| AON Aon plc | 8 | $2,328 | $2,884.4 | - | $556.4 | 23.9% | -1.642% |
| ASIX AdvanSix Inc. | 1 | $30 | $20.06 | - | -$9.94 | -33.13% | -2.621% |
| ASML ASML Holding N.V. New York Registry Shares | 4 | $3,872 | $6,516 | - | $2,644 | 68.29% | -1.359% |
| AVB AvalonBay Communities, Inc. | 24 | $4,393 | $4,454.64 | - | $61.64 | 1.4% | -1.156% |
| AVGO Broadcom Inc. | 27 | $8,908 | $10,510.56 | - | $1,602.56 | 17.99% | +0.371% |
| AXP American Express Company | 220 | $41,214.63 | $73,975 | - | $32,760.37 | 79.49% | -0.376% |
| AYI Acuity Brands Inc. | 12 | $4,320 | $3,940.68 | - | -$379.32 | -8.78% | -2.8% |
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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 - $847,908.53, iShares Core S&P 500 ETF - $653,950.39, Accenture plc Class A - $646,060.5, VANGUARD FTSE DEVELOPED MARKETS ETF - $509,691.83, and W.R. Berkley Corporation - $433,591.68. 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 - $43,810.11, 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 $5.14M earned over time. The largest contributors to dividend income include Accenture plc Class A - $1.44M, iShares Core S&P 500 ETF - $615,422.06, VANGUARD FTSE DEVELOPED MARKETS ETF - $490,275.88, Essent Group Ltd - $307,414.14, and W.R. Berkley Corporation - $221,462.76. 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.
