RLE
Raymond L. Eaton Portfolio
Invests via Primoris Wealth Advisors LLC | Managed by John A. Catalfamo, Raymond L. Eaton
Invests via Primoris Wealth Advisors LLC
Managed by John A. Catalfamo, Raymond L. Eaton
Automatically Tracked
Raymond L. Eaton Profile
With a distinguished career spanning several decades, Raymond L. Eaton has established himself as a prominent figure in the financial services sector. His extensive experience encompasses leadership roles within various investment firms, where he has driven growth and innovation. Leveraging his deep understanding of market dynamics, Eaton has played a pivotal role in fostering strategic partnerships and enhancing client relationships. Known for his acute insight into capital markets, he remains actively engaged in mentoring emerging leaders while championing sustainable investing practices that prioritize long-term impact.
With a distinguished career spanning several decades, Raymond L. Eaton has established himself as a prominent figure in the financial services sector. His extensive experience encompasses leadership roles within various investment firms, where he has driven growth and innovation. Leveraging his deep understanding of market dynamics, Eaton has played a pivotal role in fostering strategic partnerships and enhancing client relationships. Known for his acute insight into capital markets, he remains actively engaged in mentoring emerging leaders while championing sustainable investing practices that prioritize long-term impact.
Investment Philosophy & Strategy
The financial landscape presents a myriad of opportunities, and Raymond L. Eaton is adept at identifying them through his extensive network and market acumen. Emphasizing sustainable investing, he pursues avenues that balance profitability with positive societal impact. His strategic vision is rooted in fostering innovative partnerships while guiding younger professionals in the field. By integrating forward-thinking approaches into capital deployment, he aims to adapt investments to emerging trends and shifts in consumer demand. This proactive stance allows for an agile response to both risks and growth potential across diverse sectors.
The financial landscape presents a myriad of opportunities, and Raymond L. Eaton is adept at identifying them through his extensive network and market acumen. Emphasizing sustainable investing, he pursues avenues that balance profitability with positive societal impact. His strategic vision is rooted in fostering innovative partnerships while guiding younger professionals in the field. By integrating forward-thinking approaches into capital deployment, he aims to adapt investments to emerging trends and shifts in consumer demand. This proactive stance allows for an agile response to both risks and growth potential across diverse sectors.
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:
69.93%
Gain -0.33%
Monthly
0.49%
Yearly
6.08%
Drawdown
29.65%
$173.81M
Equity
Holdings
$173.81M
Investment
$110.14M
$66.19M
Profit -$664,805.58
Realized
$2.52M
Unrealized
$63.67M
Dividends
$8.32M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$664,805.58
Win %
69%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$2.43M
Win %
69%
This Month
Compared to last month
Gain
-1.77%
Profit
-$3.12M
Win %
69%
This Year
Compared to last year
Gain
-1.6%
Profit
-$771,849.27
Win %
70%
AMD Advanced Micro Devices, Inc.
+3.58%
+$377,399.22 
WETH Wetouch Technology Inc.
+2.82%
+$860 
ET Energy Transfer L.P.
+1.76%
+$4,950 
NAK Northern Dynasty Minerals Ltd.
+1.54%
+$301 
PM Philip Morris International Inc.
+1.38%
+$44,282.5 
MS Morgan Stanley
+1.28%
+$6,995.07 
PHAT Phathom Pharmaceuticals Inc.
+1.27%
+$1,495.24 
V Visa Inc. Class A
+1.25%
+$10,304.03 
CORN Teucrium Corn Fund
+1.02%
+$21,845 
CANE Teucrium Sugar Fund
+0.9%
+$2,125 
KRE SPDR S&P Regional Banking ETF
+0.85%
+$2,675.25 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
+0.82%
+$15,262.5 
SO The Southern Company
+0.78%
+$13,099.12 
THC Tenet Healthcare Corporation
+0.72%
+$1,620.99 
GIS General Mills, Inc.
+0.65%
+$2,737.02 
EIX Edison International
+0.64%
+$1,932.46 
FUTY Fidelity MSCI Utilities Index ETF
+0.61%
+$32,542.12 
COF Capital One Financial Corporation
+0.51%
+$1,119.73 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.48%
+$643.16 
DGX Quest Diagnostics Inc.
+0.46%
+$10,105 
XLU Utilities Select Sector SPDR Fund
+0.45%
+$5,175.63 
DVY iShares Select Dividend ETF
+0.42%
+$1,982.03 
TPYP Tortoise North American Pipeline Fund
+0.34%
+$796.95 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.31%
+$1,164.24 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$2,132.82 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$1,804.86 
IWM iShares Russell 2000 ETF
+0.28%
+$2,272.22 
HON Honeywell International Inc.
+0.27%
+$1,296.88 
POWW Ammo Inc.
+0.25%
+$71.5 
WM Waste Management, Inc.
+0.23%
+$1,102.02 
HD The Home Depot, Inc.
+0.21%
+$1,037.66 
BBN BlackRock Taxable Municipal Bond Trust
+0.19%
+$2,317.02 
NEE NextEra Energy, Inc.
+0.18%
+$5,292 
WMT Walmart Inc.
+0.17%
+$2,084.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$550.21 
MOO VanEck Agribusiness ETF
+0.12%
+$2,475 
XLP Consumer Staples Select Sector SPDR Fund
+0.11%
+$2,231.01 
IJH iShares Core S&P Mid-Cap ETF
+0.1%
+$935.92 
MGV Vanguard Mega Cap Value ETF
+0.09%
+$246.96 
GFI Gold Fields Ltd. Sponsored ADR
+0.08%
+$525.21 
DE Deere & Company
+0.08%
+$292.94 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.07%
+$185 
JNJ Johnson & Johnson
+0.06%
+$1,614.6 
SPMO Invesco S&P 500 Momentum ETF
+0.04%
+$144.9 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$207.81 
CLOZ Panagram BBB-B CLO ETF
+0.02%
+$257.25 
TJX The TJX Companies, Inc.
+0.01%
+$40 
FDVV Fidelity High Dividend ETF
0%
$0 
NDMO Nuveen Dynamic Municipal Opportunities Fund
0%
$0 
GWH Ess Tech Inc.
-4.32%
-$622.05 
AMZN Amazon.com Inc
-2.81%
-$153,942.65 
IBM International Business Machines Corporation
-2.49%
-$9,870.12 
MU Micron Technology, Inc.
-2.45%
-$368,750.72 
PLTR Palantir Technologies Inc.
-2.23%
-$73,742.49 
MSFT Microsoft Corp.
-1.84%
-$35,223.81 
NORW Global X MSCI Norway ETF
-1.74%
-$6,825 
AAPL Apple Inc.
-1.37%
-$87,659.46 
LRCX Lam Research Corporation
-1.32%
-$158,745.6 
AXGN Axogen Inc.
-1.28%
-$75,223.68 
BA Boeing Company
-1.23%
-$8,037.12 
IHI iShares U.S. Medical Devices ETF
-1.21%
-$3,712.2 
LMT Lockheed Martin Corporation
-1.21%
-$2,412.65 
HACK Amplify Cybersecurity ETF
-0.94%
-$4,684.68 
META Meta Platforms Inc Class A
-0.89%
-$15,362.13 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
-0.84%
-$1,495.2 
LLY Eli Lilly and Company
-0.82%
-$2,513.3 
TSLA Tesla, Inc.
-0.75%
-$11,248.38 
USA Liberty All Star Equity Fund
-0.61%
-$437.54 
VUG Vanguard Growth ETF
-0.59%
-$30,168 
SCHF Schwab International Equity ETF
-0.58%
-$7,565.76 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$3,436.18 
FTEC Fidelity MSCI Information Technology Index ETF
-0.54%
-$54,500.22 
AAAU Goldman Sachs Physical Gold ETF
-0.47%
-$1,272.37 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$4,182 
NVDA NVIDIA Corporation
-0.43%
-$20,064.16 
GOOG Alphabet Inc
-0.43%
-$23,357.18 
GLD SPDR Gold Shares
-0.4%
-$6,344.84 
FVAL Fidelity Value Factor ETF
-0.39%
-$13,915.01 
XLK State Street Technology Select Sector SPDR ETF
-0.38%
-$2,126.61 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.32%
-$3,373.71 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$5,700 
VOO Vanguard S&P 500 ETF
-0.3%
-$27,303.95 
XLV Health Care Select Sector SPDR Fund
-0.3%
-$962.77 
PFF iShares Preferred and Income Securities ETF
-0.29%
-$3,471.92 
FBND Fidelity Total Bond ETF
-0.27%
-$15,764.37 
GOOGL Alphabet Inc
-0.26%
-$3,902.24 
IVV iShares Core S&P 500 ETF
-0.26%
-$1,413.11 
NZF Nuveen Municipal Credit Income Fund
-0.2%
-$1,518.87 
FIDU Fidelity MSCI Industrials Index ETF
-0.18%
-$756.87 
NGG National Grid plc Sponsored ADR
-0.17%
-$360.08 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.12%
-$615 
MSI Motorola Solutions, Inc.
-0.09%
-$184.83 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.09%
-$1,338.89 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$917.5 
HYLS FT Tactical High Yield ETF
-0.06%
-$250 
CLOX Eldridge AAA CLO ETF
-0.02%
-$62.25 Events
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Dividends
Dividend Analysis
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| Trades 1264 | Longs Won 632/1264 50% | Profit Factor 3.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $532,256.33 |
| Average Win $156,572.3 | Best Trade (Jun 11) $12.46M | Sharpe Ratio -9.1 |
| Average Loss -$51,847.95 | Worst Trade (Jun 30) -$1.84M | Z-Score -2.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 6d | Expectancy $52,362.18 |
| 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% | 0.12% |
| Consecutive Losing Trades | 3,356 | 3,020 | 2,685 | 2,349 | 2,013 | 1,678 | 1,342 | 1,007 | 671 | 336 |
Hover over the desired column for a detailed explanation.
Returns
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