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

Tracking: 0 Updated: Jul 15 at 04:00 PM

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.

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:

0.01%

Gain

Monthly

Yearly

0.01%

Drawdown

7.97%

$280.26M

Equity

Holdings

$280.26M

Investment

$259.11M

$21.17M

Profit +$184,296.79

Realized

$22,126.73

Unrealized

$21.15M

Dividends

$4.64M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

Profit

$184,296.79

Win %

52%

This Week

Compared To Last Week

Gain

0.02%

Profit

$60,352.26

Win %

52%

This Month

Compared to last month

Gain

-0.19%

Profit

-$543,408.13

Win %

52%

This Year

Compared to last year

Gain

6.89%

Profit

$18.07M

Win %

52%

Gainers
Losers

IWX iShares Russell Top 200 Value ETF

+0.62%

+$294,563.74

SCZ iShares MSCI EAFE Small-Cap ETF

+0.59%

+$14,791.63

AVUV Avantis U.S. Small Cap Value ETF

+0.57%

+$8,938.69

DFIS Dimensional International Small Cap ETF

+0.47%

+$13,613.33

VTWO Vanguard Russell 2000 ETF

+0.4%

+$30,328.32

VYMI Vanguard International High Dividend Yield Index Fund

+0.32%

+$4,163.25

IEFA iShares Core MSCI EAFE ETF

+0.29%

+$63,820.68

IEF iShares 7-10 Year Treasury Bond ETF

+0.24%

+$1,419.53

JNK SPDR Bloomberg High Yield Bond ETF

+0.21%

+$1,043.6

FALN iShares Fallen Angels USD Bond ETF

+0.2%

+$1,030.81

VCRB Vanguard Core Bond ETF

+0.2%

+$58,795.53

AGG iShares Core U.S. Aggregate Bond ETF

+0.19%

+$54,867.49

MBB iShares MBS ETF

+0.18%

+$602.31

EBND SPDR Bloomberg Emerging Markets Local Bond ETF

+0.14%

+$372.54

VWOB Vanguard Emerging Markets Government Bond Fund

+0.12%

+$316.64

BKLN Invesco Senior Loan ETF

+0.05%

+$254.17

ACWI iShares MSCI ACWI ETF

+0.04%

+$188.31

IWP iShares Russell Mid-Cap Growth ETF

-0.9%

-$115,110.4

IEMG iShares Core MSCI Emerging Markets ETF

-0.54%

-$44,472.75

IWY iShares Russell Top 200 Growth ETF

-0.25%

-$199,249.12

VYM Vanguard High Dividend Yield ETF

-0.1%

-$768.48

MUB iShares National Muni Bond ETF

-0.04%

-$3,865.68

IWS iShares Russell Mid-Cap Value ETF

-0.01%

-$1,414.96

Events

Dividends

Dividend Analysis

No Data

Trades 46	Longs Won 27/46 58%	Profit Factor 14.57
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.55M
Average Win $841,991.05	Best Trade (Jul 15) $8.88M	Sharpe Ratio -11
Average Loss -$82,137.63	Worst Trade (Jul 10) -$707,230.96	Z-Score -0.25 (19.55%)
Commissions $0	Avg. Trade Length 7m 1w 6d	Expectancy $460,285.73

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	3,413	3,072	2,730	2,389	2,048	1,706	1,365	1,024	683	341