PMK
Paul M. Kendrigan Portfolio
Invests via FORBES J M & Co. LLP | Managed by Paul M. Kendrigan
Invests via FORBES J M & Co. LLP
Managed by Paul M. Kendrigan
Automatically Tracked
Paul M. Kendrigan Profile
With an extensive career in corporate leadership and entrepreneurship, Paul M. Kendrigan has cultivated a strong reputation in the technology sector. His experience spans numerous high-growth organizations where he played pivotal roles in strategic development and innovation initiatives. Under his guidance, several startups successfully transitioned into market leaders, showcasing his ability to drive sustainable growth through operational excellence. Kendrigan's insights on technological trends have made him a sought-after voice in capital markets discussions, reflecting his influence on investment opportunities within dynamic industries.
With an extensive career in corporate leadership and entrepreneurship, Paul M. Kendrigan has cultivated a strong reputation in the technology sector. His experience spans numerous high-growth organizations where he played pivotal roles in strategic development and innovation initiatives. Under his guidance, several startups successfully transitioned into market leaders, showcasing his ability to drive sustainable growth through operational excellence. Kendrigan's insights on technological trends have made him a sought-after voice in capital markets discussions, reflecting his influence on investment opportunities within dynamic industries.
Investment Philosophy & Strategy
In the fast-evolving landscape of technology, Paul M. Kendrigan leverages his extensive operational expertise to identify and capitalize on transformational growth opportunities. He focuses on fostering innovation within startups, guiding them through strategic pivots that position them for market leadership. His approach centers on integrating scalable business models with cutting-edge technological advancements, creating a robust framework for sustainable success. By understanding sector dynamics and customer demand shifts, he effectively navigates competitive pressures while unlocking value in high-potential ventures.
In the fast-evolving landscape of technology, Paul M. Kendrigan leverages his extensive operational expertise to identify and capitalize on transformational growth opportunities. He focuses on fostering innovation within startups, guiding them through strategic pivots that position them for market leadership. His approach centers on integrating scalable business models with cutting-edge technological advancements, creating a robust framework for sustainable success. By understanding sector dynamics and customer demand shifts, he effectively navigates competitive pressures while unlocking value in high-potential ventures.
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:
41.08%
Gain +0.42%
Monthly
0.31%
Yearly
3.77%
Drawdown
11.27%
$1.22B
Equity
Holdings
$1.22B
Investment
$455.93M
$760.09M
Profit +$5.07M
Realized
-$0
Unrealized
$760.09M
Dividends
$372.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.42%
Profit
$5.07M
Win %
64%
This Week
Compared To Last Week
Gain
0.78%
Profit
$9.44M
Win %
64%
This Month
Compared to last month
Gain
2.62%
Profit
$31.09M
Win %
64%
This Year
Compared to last year
Gain
13.57%
Profit
$145.3M
Win %
64%
BMY Bristol-Myers Squibb Company
+4.61%
+$978,642.9 
MRK Merck & Co., Inc.
+3.8%
+$2.3M 
LLY Eli Lilly and Company
+3.62%
+$1.9M 
WMT Walmart Inc.
+3.46%
+$60,528 
CVS CVS Health Corporation
+3.24%
+$580,694.8 
AMGN Amgen Inc.
+3.21%
+$72,188.75 
PFE Pfizer Inc.
+2.96%
+$36,919.51 
DOW Dow Inc.
+2.38%
+$12,968.28 
PG Procter & Gamble Co
+2.28%
+$1.56M 
JNJ Johnson & Johnson
+2.13%
+$1.32M 
KO The Coca-Cola Company
+1.85%
+$34,037.94 
XOM Exxon Mobil Corporation
+1.68%
+$2.79M 
ADP Automatic Data Processing Inc.
+1.6%
+$567,515.71 
PEP PepsiCo, Inc.
+1.55%
+$37,922.5 
SO The Southern Company
+1.44%
+$23,193.21 
MDT Medtronic plc
+1.31%
+$83,033.2 
APD Air Products and Chemicals, Inc.
+1.24%
+$109,696.91 
KMB Kimberly-Clark Corporation
+1.14%
+$37,182.53 
BRK.B Berkshire Hathaway Inc.
+1.11%
+$404,060.49 
MCD McDonald's Corporation
+1.06%
+$151,380 
GIS General Mills, Inc.
+0.88%
+$26,536.16 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$33,221 
BP BP p.l.c. Sponsored ADR
+0.58%
+$39,141.48 
HD The Home Depot, Inc.
+0.54%
+$255,338.1 
DIS The Walt Disney Company
+0.38%
+$7,414.72 
ABT Abbott Laboratories
+0.35%
+$123,091.16 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
UTX United Technologies Corp
0%
$0 BR
BR
0%
$0 EKDK
EKDKQ
0%
$0 TYC
TYC
0%
$0 BLS
BLS
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 7171
71713U102
0%
$0 SPLS
SPLS
0%
$0 RD
RD
0%
$0 HNZ
HNZ
0%
$0 EMC
EMC
0%
$0 DJ
DJ
0%
$0 BNI
BNI
0%
$0 TLAB
TLAB
0%
$0 5526
55268B106
0%
$0 LU
LU
0%
$0 0488
048825103
0%
$0 9344
934488107
0%
$0 0865
08658U101
0%
$0 6168
616880100
0%
$0 MIL
MIL
0%
$0 ENRN
ENRNQ
0%
$0 0905
090597105
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 MOLX
MOLX
0%
$0 HPQ
HPQ
0%
$0 RTRS
RTRSY
0%
$0 1667
166751107
0%
$0 3623
362320103
0%
$0 6040
604059105
0%
$0 IFIN
IFIN
0%
$0 0778
077853109
0%
$0 2605
260561204
0%
$0 SU00
SU0000194
0%
$0 Q
Q
0%
$0 
ORCL Oracle Corporation
-8.83%
-$93,610 
GLW Corning Incorporated
-5.15%
-$812,084.69 
INTC Intel Corporation
-4.56%
-$1.03M 
STT State Street Corp
-4.14%
-$1.93M 
C Citigroup Inc.
-1.81%
-$2,169.06 
MSFT Microsoft Corp.
-1.8%
-$3.49M 
EMR Emerson Electric Co.
-1.48%
-$470,166.89 
IBM International Business Machines Corporation
-1.26%
-$130,408.9 
CSCO Cisco Systems, Inc.
-1.24%
-$343,088.46 
BA Boeing Company
-0.98%
-$10,980.06 
DD DuPont de Nemours, Inc.
-0.83%
-$50,798.73 
SLB Schlumberger Limited
-0.53%
-$1,820 
WY Weyerhaeuser Company
-0.37%
-$7,535.64 
AIG American International Group Inc.
-0.28%
-$3,221.13 
AES AES Corporation
-0.2%
-$8,195.76 
GE General Electric Company
-0.2%
-$96,943.02 Events
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Dividends
Dividend Analysis
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| Trades 82 | Longs Won 36/82 43% | Profit Factor 25.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $26.57M |
| Average Win $21.98M | Best Trade (Oct 14) $171.8M | Sharpe Ratio 0 |
| Average Loss -$679,552.1 | Worst Trade (Oct 14) -$17.78M | Z-Score -1.1 (73.07%) |
| Commissions $0 | Avg. Trade Length 26y 6m 3w 2d | Expectancy $9.27M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 3.59% |
| Consecutive Losing Trades | 1,789 | 1,610 | 1,431 | 1,252 | 1,073 | 894 | 716 | 537 | 358 | 179 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 127,519 | $6.38M | $6.38M | - | - | - | 0.0 |
| 0266 026609107 | 330,621 | $18.27M | $18.27M | - | - | - | 0.0 |
| 0488 048825103 | 25,420 | $2.07M | $2.07M | - | - | - | 0.0 |
| 0778 077853109 | 38,518 | $2.35M | $2.35M | - | - | - | 0.0 |
| 0865 08658U101 | 136,312 | $6.67M | $6.67M | - | - | - | 0.0 |
| 0905 090597105 | 4,080 | $206,000 | $206,000 | - | - | - | 0.0 |
| 1667 166751107 | 25,322 | $2.17M | $2.17M | - | - | - | 0.0 |
| 2605 260561204 | 19,532 | $1.28M | $1.28M | - | - | - | 0.0 |
| 3623 362320103 | 21,620 | $1.59M | $1.59M | - | - | - | 0.0 |
| 5526 55268B106 | 68,758 | $2.61M | $2.61M | - | - | - | 0.0 |
| 6040 604059105 | 16,160 | $1.47M | $1.47M | - | - | - | 0.0 |
| 6168 616880100 | 2,012 | $250,000 | $250,000 | - | - | - | 0.0 |
| 7171 71713U102 | 33,666 | $1.79M | $1.79M | - | - | - | 0.0 |
| 9344 934488107 | 2,768 | $280,000 | $280,000 | - | - | - | 0.0 |
| ABT Abbott Laboratories | 341,919.9 | $5.65M | $35.21M | - | $29.56M | 523.23% | +0.351% |
| ADP Automatic Data Processing Inc. | 128,397.22 | $4.68M | $35.99M | - | $31.31M | 668.59% | +1.602% |
| AES AES Corporation | 273,192 | $10.76M | $4.09M | - | -$6.67M | -62.01% | -0.2% |
| AIG American International Group Inc. | 14,641.5 | $18.92M | $1.13M | - | -$17.78M | -94.01% | -0.283% |
| AMGN Amgen Inc. | 5,440 | $333,907.2 | $2.32M | - | $1.98M | 594.22% | +3.214% |
| APD Air Products and Chemicals, Inc. | 30,727.42 | $821,006.07 | $8.99M | - | $8.17M | 994.84% | +1.235% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Paul M. Kendrigan?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $90.82M, Exxon Mobil Corporation - $59.18M, Procter & Gamble Co - $26.42M, Merck & Co., Inc - $20.83M, and American International Group Inc - $20.61M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Paul M. Kendrigan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $372.17M earned over time. The largest contributors to dividend income include General Electric Company - $90.82M, Exxon Mobil Corporation - $59.18M, Procter & Gamble Co - $26.42M, Merck & Co., Inc - $20.83M, and American International Group Inc - $20.61M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul M. Kendrigan's monthly returns?
Paul M. Kendrigan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Paul M. Kendrigan's strategy be considered aggressive or moderate?
Paul M. Kendrigan's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Paul M. Kendrigan's strategy?
Paul M. Kendrigan's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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