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:
10.07%
Gain +0.58%
Monthly
0.88%
Yearly
10.07%
Drawdown
7.39%
$285.14M
Equity
Holdings
$285.14M
Investment
$259.11M
$26.06M
Profit +$1.65M
Realized
$22,126.73
Unrealized
$26.03M
Dividends
$4.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.58%
Profit
$1.65M
Win %
52%
This Week
Compared To Last Week
Gain
0.57%
Profit
$1.63M
Win %
52%
This Month
Compared to last month
Gain
2.79%
Profit
$7.73M
Win %
52%
This Year
Compared to last year
Gain
8.75%
Profit
$22.95M
Win %
52%
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$635,962.8 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$358,791.93 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$57,917.69 
ACWI iShares MSCI ACWI ETF
+0.49%
+$2,230.66 
BKLN Invesco Senior Loan ETF
+0.05%
+$254.17 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$507.16 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$104.36 
VYM Vanguard High Dividend Yield ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$143,596.53 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$14,187.89 
DFIS Dimensional International Small Cap ETF
-0.53%
-$15,675.95 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$6,789.25 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$31,592 
MBB iShares MBS ETF
-0.4%
-$1,310.91 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$39,569.83 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$73,579.05 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,640.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$74,145.25 
VCRB Vanguard Core Bond ETF
-0.25%
-$73,173.12 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$620.9 
MUB iShares National Muni Bond ETF
-0.11%
-$10,308.48 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$562.26 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$118.74 Events
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Dividends
Dividend Analysis
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| Trades 46 | Longs Won 27/46 58% | Profit Factor 16.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.87M |
| Average Win $1.03M | Best Trade (Aug 28) $10.89M | Sharpe Ratio -11 |
| Average Loss -$87,961.97 | Worst Trade (Aug 01) -$946,569.75 | Z-Score -0.25 (19.55%) |
| Commissions $0 | Avg. Trade Length 8m 2w 6d | Expectancy $566,456.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 3,247 | 2,922 | 2,597 | 2,273 | 1,948 | 1,623 | 1,299 | 974 | 649 | 325 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 2,897 | $400,481.06 | $453,177.68 | - | $52,696.62 | 13.16% | +0.495% |
| AGG iShares Core U.S. Aggregate Bond ETF | 296,581 | $29.73M | $28.88M | - | -$854,153.52 | -2.87% | -0.256% |
| AVUV Avantis U.S. Small Cap Value ETF | 12,679 | $1.26M | $1.59M | - | $325,936.08 | 25.82% | +0.032% |
| BKLN Invesco Senior Loan ETF | 25,417 | $532,153 | $518,252.63 | - | -$13,900.37 | -2.61% | +0.049% |
| DFIS Dimensional International Small Cap ETF | 82,505 | $2.61M | $2.96M | - | $347,065.26 | 13.29% | -0.527% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 12,418 | $265,270.06 | $260,032.92 | - | -$5,237.14 | -1.97% | -0.238% |
| FALN iShares Fallen Angels USD Bond ETF | 18,742 | $519,478.85 | $504,534.64 | - | -$14,944.21 | -2.88% | -0.111% |
| IEF iShares 7-10 Year Treasury Bond ETF | 6,309 | $608,156.31 | $586,421.55 | - | -$21,734.76 | -3.57% | -0.279% |
| IEFA iShares Core MSCI EAFE ETF | 227,931 | $19.9M | $22.39M | - | $2.49M | 12.53% | -0.637% |
| IEMG iShares Core MSCI Emerging Markets ETF | 103,425 | $6.82M | $8.03M | - | $1.21M | 17.73% | +0.727% |
| IWP iShares Russell Mid-Cap Growth ETF | 89,930 | $12.8M | $12.32M | - | -$475,876.3 | -3.72% | -0.32% |
| IWS iShares Russell Mid-Cap Value ETF | 141,496 | $19.76M | $23.64M | - | $3.88M | 19.62% | -0.31% |
| IWX iShares Russell Top 200 Value ETF | 442,953 | $38.93M | $48.83M | - | $9.9M | 25.42% | +0.74% |
| IWY iShares Russell Top 200 Growth ETF | 272,944 | $74.69M | $75.44M | - | $745,166.43 | 1% | +0.85% |
| JNK SPDR Bloomberg High Yield Bond ETF | 5,218 | $510,768.4 | $499,258.24 | - | -$11,510.16 | -2.25% | +0.021% |
| MBB iShares MBS ETF | 3,543 | $337,147.92 | $329,215.56 | - | -$7,932.36 | -2.35% | -0.397% |
| MUB iShares National Muni Bond ETF | 85,904 | $9.15M | $9.07M | - | -$73,046.51 | -0.8% | -0.113% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 30,187 | $2.32M | $2.53M | - | $216,780.8 | 9.36% | -0.557% |
| VCRB Vanguard Core Bond ETF | 379,326 | $29.74M | $28.77M | - | -$967,118.34 | -3.25% | -0.254% |
| VTWO Vanguard Russell 2000 ETF | 63,184 | $6.18M | $7.44M | - | $1.26M | 20.35% | -0.423% |
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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 - $1.23M, iShares Core U.S. Aggregate Bond ETF - $1.07M, iShares Core MSCI EAFE ETF - $762,865.7, iShares Russell Top 200 Value ETF - $505,651.27, and iShares National Muni Bond ETF - $272,425.89. 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 $4.89M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $1.23M, iShares Core U.S. Aggregate Bond ETF - $1.08M, iShares Core MSCI EAFE ETF - $755,469.71, iShares Russell Top 200 Value ETF - $505,651.27, and iShares National Muni Bond ETF - $271,268. 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.
