BS
Bill Scoggins Portfolio
Invests via FIRST CITIZENS INVESTOR SERVICES Inc. | Managed by Kelly King, Joshua Thomas, Michael Wassell
Invests via FIRST CITIZENS INVESTOR SERVICES Inc.
Managed by Kelly King, Joshua Thomas, Michael Wassell
Automatically Tracked
Bill Scoggins Profile
With a distinguished career in executive leadership, Bill Scoggins has made significant contributions to the financial services sector. He combines an operational background with strategic oversight, driving growth and efficiency within established organizations. His extensive experience encompasses managing multi-faceted teams and optimizing business processes to enhance overall performance. Scoggins' influence extends beyond daily operations; he plays a critical role in shaping corporate culture and aligning organizational goals with market dynamics. Recognized for his ability to navigate complex challenges, he positions himself as a key figure in advancing innovative practices within the finance landscape.
With a distinguished career in executive leadership, Bill Scoggins has made significant contributions to the financial services sector. He combines an operational background with strategic oversight, driving growth and efficiency within established organizations. His extensive experience encompasses managing multi-faceted teams and optimizing business processes to enhance overall performance. Scoggins' influence extends beyond daily operations; he plays a critical role in shaping corporate culture and aligning organizational goals with market dynamics. Recognized for his ability to navigate complex challenges, he positions himself as a key figure in advancing innovative practices within the finance landscape.
Investment Philosophy & Strategy
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:
7.22%
Gain -0.98%
Monthly
0.56%
Yearly
6.91%
Drawdown
7.39%
$277.78M
Equity
Holdings
$277.78M
Investment
$259.11M
$18.69M
Profit -$2.74M
Realized
$22,126.73
Unrealized
$18.67M
Dividends
$5.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$2.74M
Win %
47%
This Week
Compared To Last Week
Gain
-1.64%
Profit
-$4.63M
Win %
47%
This Month
Compared to last month
Gain
-0.34%
Profit
-$935,852.06
Win %
47%
This Year
Compared to last year
Gain
5.95%
Profit
$15.59M
Win %
47%
SCZ iShares MSCI EAFE Small-Cap ETF
+0.25%
+$6,188.34 
VYMI Vanguard International High Dividend Yield Index Fund
+0.13%
+$1,665.3 
DFIS Dimensional International Small Cap ETF
+0.03%
+$825.05 
VYM Vanguard High Dividend Yield ETF
+0.02%
+$144.09 
IWP iShares Russell Mid-Cap Growth ETF
-2.63%
-$324,646.4 
IWY iShares Russell Top 200 Growth ETF
-2.23%
-$1.78M 
VTWO Vanguard Russell 2000 ETF
-1.66%
-$116,574.23 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$133,417.84 
ACWI iShares MSCI ACWI ETF
-1.05%
-$4,837.99 
IWS iShares Russell Mid-Cap Value ETF
-0.64%
-$150,693.24 
FALN iShares Fallen Angels USD Bond ETF
-0.56%
-$2,717.59 
JNK SPDR Bloomberg High Yield Bond ETF
-0.44%
-$2,139.38 
AVUV Avantis U.S. Small Cap Value ETF
-0.37%
-$5,705.55 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.36%
-$910.34 
IWX iShares Russell Top 200 Value ETF
-0.33%
-$166,107.37 
MBB iShares MBS ETF
-0.18%
-$566.88 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$31,910.34 
BKLN Invesco Senior Loan ETF
-0.12%
-$635.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$34,106.82 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.1%
-$248.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$441.63 
MUB iShares National Muni Bond ETF
-0.06%
-$5,583.76 
VCRB Vanguard Core Bond ETF
-0.06%
-$17,069.67 Events
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Dividends
Dividend Analysis
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| Trades 46 | Longs Won 25/46 54% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.81M |
| Average Win $921,637.38 | Best Trade (Oct 15) $11.07M | Sharpe Ratio -462.53 |
| Average Loss -$207,041.43 | Worst Trade (Oct 14) -$1.75M | Z-Score -0.7 (51.55%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $406,370.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 1,342 | 1,208 | 1,074 | 940 | 805 | 671 | 537 | 403 | 268 | 134 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 2,897 | $400,481.06 | $456,451.32 | - | $55,970.26 | 13.98% | -1.049% |
| AGG iShares Core U.S. Aggregate Bond ETF | 296,581 | $29.73M | $28.26M | - | -$1.47M | -4.94% | -0.121% |
| AVUV Avantis U.S. Small Cap Value ETF | 12,679 | $1.26M | $1.52M | - | $258,864.17 | 20.5% | -0.374% |
| BKLN Invesco Senior Loan ETF | 25,417 | $532,153 | $519,523.48 | - | -$12,629.52 | -2.37% | -0.122% |
| DFIS Dimensional International Small Cap ETF | 82,505 | $2.61M | $2.96M | - | $352,428.09 | 13.49% | +0.028% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 12,418 | $265,270.06 | $257,052.6 | - | -$8,217.46 | -3.1% | -0.097% |
| FALN iShares Fallen Angels USD Bond ETF | 18,742 | $519,478.85 | $481,200.85 | - | -$38,278 | -7.37% | -0.562% |
| IEF iShares 7-10 Year Treasury Bond ETF | 6,309 | $608,156.31 | $569,576.52 | - | -$38,579.79 | -6.34% | -0.077% |
| IEFA iShares Core MSCI EAFE ETF | 227,931 | $19.9M | $21.99M | - | $2.09M | 10.5% | -0.145% |
| IEMG iShares Core MSCI Emerging Markets ETF | 103,425 | $6.82M | $7.94M | - | $1.13M | 16.51% | -1.652% |
| IWP iShares Russell Mid-Cap Growth ETF | 89,930 | $12.8M | $12.03M | - | -$765,450.27 | -5.98% | -2.627% |
| IWS iShares Russell Mid-Cap Value ETF | 141,496 | $19.76M | $23.42M | - | $3.66M | 18.5% | -0.639% |
| IWX iShares Russell Top 200 Value ETF | 442,953 | $38.93M | $49.87M | - | $10.94M | 28.11% | -0.332% |
| IWY iShares Russell Top 200 Growth ETF | 272,944 | $74.69M | $78M | - | $3.31M | 4.44% | -2.231% |
| JNK SPDR Bloomberg High Yield Bond ETF | 5,218 | $510,768.4 | $481,308.32 | - | -$29,460.08 | -5.77% | -0.443% |
| MBB iShares MBS ETF | 3,543 | $337,147.92 | $320,393.49 | - | -$16,754.43 | -4.97% | -0.177% |
| MUB iShares National Muni Bond ETF | 85,904 | $9.15M | $8.8M | - | -$350,086.91 | -3.83% | -0.063% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 30,187 | $2.32M | $2.52M | - | $201,838.23 | 8.72% | +0.246% |
| VCRB Vanguard Core Bond ETF | 379,326 | $29.74M | $28.13M | - | -$1.61M | -5.4% | -0.061% |
| VTWO Vanguard Russell 2000 ETF | 63,184 | $6.18M | $6.9M | - | $721,861.66 | 11.68% | -1.661% |
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FAQ
Which stocks have generated the highest profits for Bill Scoggins?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Core Bond ETF - $1.34M, iShares Core U.S. Aggregate Bond ETF - $1.17M, iShares Core MSCI EAFE ETF - $762,865.7, iShares Russell Top 200 Value ETF - $681,042.94, and iShares National Muni Bond ETF - $321,318.15. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Bill Scoggins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.57M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $1.34M, iShares Core U.S. Aggregate Bond ETF - $1.18M, iShares Core MSCI EAFE ETF - $755,469.71, iShares Russell Top 200 Value ETF - $681,042.94, and iShares National Muni Bond ETF - $320,160.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill Scoggins's monthly returns?
Bill Scoggins's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Bill Scoggins's strategy be considered aggressive or moderate?
Bill Scoggins's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bill Scoggins's strategy?
Bill Scoggins's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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