DD
Donald Davey Portfolio
Invests via Disciplined Equity Management Inc. | Managed by Donald Davey
Invests via Disciplined Equity Management Inc.
Managed by Donald Davey
Automatically Tracked
Donald Davey Profile
With a strong foundation in engineering and extensive experience within the construction sector, Donald Davey has built a notable career that intersects operations and investment management. His expertise encompasses project leadership and resource optimization, making him an influential figure in driving efficiencies across various initiatives. Known for spearheading transformative projects that enhance infrastructure capability, he also plays a critical role in evaluating opportunities that align with growth objectives. Having served as both an operator and strategist, he adeptly balances technical knowledge with business acumen to maximize value creation in every endeavor.
With a strong foundation in engineering and extensive experience within the construction sector, Donald Davey has built a notable career that intersects operations and investment management. His expertise encompasses project leadership and resource optimization, making him an influential figure in driving efficiencies across various initiatives. Known for spearheading transformative projects that enhance infrastructure capability, he also plays a critical role in evaluating opportunities that align with growth objectives. Having served as both an operator and strategist, he adeptly balances technical knowledge with business acumen to maximize value creation in every endeavor.
Investment Philosophy & Strategy
A thorough understanding of infrastructure development informs Donald Davey’s investment perspective, placing a significant emphasis on operational efficiencies. His unique blend of engineering expertise and strategic insight positions him to identify undervalued opportunities in the construction sector. Through meticulous assessment, he focuses on projects that promise substantial improvements in both functionality and profitability. Recognizing the impact of technological advancement on market dynamics, he is proactive in integrating innovation into project evaluations. This approach allows him to navigate complex investments with a clear vision for scalability and enhanced performance outcomes.
A thorough understanding of infrastructure development informs Donald Davey’s investment perspective, placing a significant emphasis on operational efficiencies. His unique blend of engineering expertise and strategic insight positions him to identify undervalued opportunities in the construction sector. Through meticulous assessment, he focuses on projects that promise substantial improvements in both functionality and profitability. Recognizing the impact of technological advancement on market dynamics, he is proactive in integrating innovation into project evaluations. This approach allows him to navigate complex investments with a clear vision for scalability and enhanced performance outcomes.
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:
44.83%
Gain +0.72%
Monthly
0.62%
Yearly
7.72%
Drawdown
15.89%
$221.69M
Equity
Holdings
$221.69M
Investment
$156.58M
$73.71M
Profit +$1.89M
Realized
$8.6M
Unrealized
$65.11M
Dividends
$14.48M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.72%
Profit
$1.89M
Win %
78%
This Week
Compared To Last Week
Gain
1.16%
Profit
$2.54M
Win %
78%
This Month
Compared to last month
Gain
1.03%
Profit
$2.25M
Win %
78%
This Year
Compared to last year
Gain
9.51%
Profit
$19.31M
Win %
79%
ANET Arista Networks, Inc.
+4.38%
+$67,198.5 
CF CF Industries Holdings, Inc.
+2.77%
+$10,649.5 
T AT&T Inc.
+2.48%
+$29,093.94 
VZ Verizon Communications Inc.
+2.46%
+$61,544.18 
JPM JPMorgan Chase & Co.
+2.3%
+$29,984.7 
USB U.S. Bancorp
+2.27%
+$34,649.5 
HPQ HP Inc.
+2.27%
+$6,529.6 
CAG Conagra Brands Inc.
+2.16%
+$38,474.3 
SYK Stryker Corporation
+2.11%
+$5,038.79 
TFC Truist Financial Corporation
+1.91%
+$49,082 
PRU Prudential Financial, Inc.
+1.87%
+$43,322.3 
BBY Best Buy Co., Inc.
+1.85%
+$26,788.19 
KMI Kinder Morgan, Inc.
+1.82%
+$26,961 
IRM Iron Mountain Inc.
+1.61%
+$8,251.7 
OKE ONEOK, Inc.
+1.53%
+$24,317.47 
CAT Caterpillar Inc.
+1.49%
+$27,313.17 
OMC Omnicom Group Inc.
+1.43%
+$18,023.04 
TXN Texas Instruments Inc
+1.35%
+$5,869.2 
VTRS Viatris Inc.
+1.04%
+$19,422.5 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$279,652.8 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$283,706.45 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$400,308.48 
BKNG Booking Holdings Inc.
+0.82%
+$8,066.25 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$10,864 
MO Altria Group, Inc.
+0.71%
+$19,147.95 
KHC The Kraft Heinz Company
+0.7%
+$9,312.6 
MA Mastercard Incorporated
+0.7%
+$6,793.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$11,802 
DOW Dow Inc.
+0.61%
+$16,973.79 
DFIV Dimensional International Value ETF
+0.58%
+$129,940.52 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,615.86 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$230,466.28 
PGR Progressive Corporation
+0.41%
+$4,074 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$3,143.4 
DUHP Dimensional US High Profitability ETF
+0.39%
+$1,734.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$1,371.7 
AB AllianceBernstein Holding L.P.
+0.17%
+$3,768.78 
PFE Pfizer Inc.
+0.15%
+$3,465.2 
NVDA NVIDIA Corporation
+0.14%
+$2,105.05 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 684 | Longs Won 427/684 62% | Profit Factor 9.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $758,660.23 |
| Average Win $193,382.04 | Best Trade (Jun 12) $12.86M | Sharpe Ratio -9.54 |
| Average Loss -$34,492.79 | Worst Trade (Dec 31) -$592,451.8 | Z-Score -0.03 (2.44%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 4d | Expectancy $107,762.4 |
| 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% | 0.02% |
| Consecutive Losing Trades | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
