Tom McDonald Portfolio
Invests via Richards, MERRILL & PETERSON Inc. | Managed by Tom McDonald
Invests via Richards, MERRILL & PETERSON Inc.
Managed by Tom McDonald
Automatically Tracked
Tom McDonald Profile
With a robust track record in venture capital, Tom McDonald has established himself as an influential figure within the startup ecosystem. Known for his keen insights into emerging technologies, he leverages over a decade of entrepreneurial experience to drive innovation and growth across various sectors. His leadership extends to strategic investments in high-potential startups, where he actively guides operational strategies and market positioning. Furthermore, Tom's background as a founder equips him with unique perspectives that enhance collaborative ventures within his investment portfolio. By fostering relationships between entrepreneurs and industry stakeholders, he remains committed to nurturing disruptive ideas that reshape markets.
With a robust track record in venture capital, Tom McDonald has established himself as an influential figure within the startup ecosystem. Known for his keen insights into emerging technologies, he leverages over a decade of entrepreneurial experience to drive innovation and growth across various sectors. His leadership extends to strategic investments in high-potential startups, where he actively guides operational strategies and market positioning. Furthermore, Tom's background as a founder equips him with unique perspectives that enhance collaborative ventures within his investment portfolio. By fostering relationships between entrepreneurs and industry stakeholders, he remains committed to nurturing disruptive ideas that reshape markets.
Investment Philosophy & Strategy
Growth opportunities in transformative sectors fuel Tom McDonald's investment outlook. With a solid entrepreneurial foundation, he focuses on backing startups that demonstrate scalable business models and innovative solutions. His strategic engagement emphasizes mentorship, facilitating connections among founders and key industry players to amplify market impact. By championing early-stage companies equipped with disruptive technologies, the intent is clear: to catalyze not just financial returns but also meaningful advancements within their respective fields.
Growth opportunities in transformative sectors fuel Tom McDonald's investment outlook. With a solid entrepreneurial foundation, he focuses on backing startups that demonstrate scalable business models and innovative solutions. His strategic engagement emphasizes mentorship, facilitating connections among founders and key industry players to amplify market impact. By championing early-stage companies equipped with disruptive technologies, the intent is clear: to catalyze not just financial returns but also meaningful advancements within their respective fields.
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:
32.77%
Gain +2.98%
Monthly
1.47%
Yearly
19.17%
Drawdown
17.65%
$326.53M
Equity
Holdings
$326.53M
Investment
$265.89M
$61.51M
Profit +$6.99M
Realized
$866,286.75
Unrealized
$60.65M
Dividends
$5.86M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.98%
Profit
$6.99M
Win %
73%
This Week
Compared To Last Week
Gain
3.4%
Profit
$10.72M
Win %
73%
This Month
Compared to last month
Gain
3.76%
Profit
$11.82M
Win %
73%
This Year
Compared to last year
Gain
3.88%
Profit
$12.22M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1.83M 
ETN Eaton Corporation plc
+7.32%
+$16,193.32 
GOOG Alphabet Inc
+6.88%
+$202,227.88 
GOOGL Alphabet Inc
+6.73%
+$576,625.14 
VRT Vertiv Holdings Co
+6.18%
+$10,974.61 
TT Trane Technologies plc
+3.33%
+$35,516.09 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$518 
META Meta Platforms Inc Class A
+3.28%
+$150,987.12 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,357.92 
MSFT Microsoft Corp.
+3.02%
+$464,782.16 
NVDA NVIDIA Corporation
+2.93%
+$273,566.44 
LDOS Leidos Holdings Inc.
+2.84%
+$17,308.94 
CVX Chevron Corporation
+2.35%
+$136,725.48 
MRVL Marvell Technology, Inc.
+2.32%
+$9,248.46 
ORLY O'Reilly Automotive Inc.
+2.28%
+$21,778.56 
DVN Devon Energy Corporation
+2.17%
+$4,935.36 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$5,405.72 
CSCO Cisco Systems, Inc.
+2.14%
+$65,213.91 
ROK Rockwell Automation, Inc.
+1.93%
+$12,507.5 
LHX L3Harris Technologies, Inc.
+1.9%
+$16,197.27 
PANW Palo Alto Networks, Inc.
+1.89%
+$46,899.9 
TSCO Tractor Supply Company
+1.85%
+$9,055.2 
CRM Salesforce Inc
+1.83%
+$10,704.52 
ORCL Oracle Corporation
+1.81%
+$20,140.89 
KMI Kinder Morgan, Inc.
+1.64%
+$7,359.04 
GTOP Goldman Sachs Technology Opportunities ETF
+1.64%
+$215.56 
ACN Accenture plc Class A
+1.61%
+$5,896.48 
VZ Verizon Communications Inc.
+1.52%
+$23,634.8 
LMT Lockheed Martin Corporation
+1.5%
+$12,315.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,762.56 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$328.68 
CGUS Capital Group Core Equity ETF
+1.29%
+$10,559.25 
CMCSA Comcast Corp
+1.23%
+$309.72 
COP ConocoPhillips
+1.22%
+$5,763.75 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,337.44 
AMAT Applied Materials, Inc.
+1.18%
+$57,761.2 
ITW Illinois Tool Works Inc.
+1.15%
+$9,717.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$1,507.84 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$878.75 
VUG Vanguard Growth ETF
+1.1%
+$611.94 
NOW ServiceNow, Inc.
+1.05%
+$2,836.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$1,008.62 
XLE Energy Select Sector SPDR Fund
+1%
+$3,197.8 
URI United Rentals, Inc.
+0.99%
+$5,027.99 
ADP Automatic Data Processing Inc.
+0.98%
+$1,201.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,951.04 
UNP Union Pacific Corporation
+0.92%
+$9,590.68 
SCHW Charles Schwab Corporation
+0.87%
+$1,093.82 
JAVA JPMorgan Active Value ETF
+0.87%
+$709.8 
IBM International Business Machines Corporation
+0.86%
+$16,160.34 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$78.78 
MCD McDonald's Corporation
+0.82%
+$13,453.06 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$9,294.5 
EMR Emerson Electric Co.
+0.79%
+$10,308.57 
TSLA Tesla, Inc.
+0.76%
+$4,790.76 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$245.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,151.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$51,675.46 
VOO Vanguard S&P 500 ETF
+0.71%
+$32,533.11 
CAT Caterpillar Inc.
+0.7%
+$22,543.88 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,880 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,949.12 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$512.6 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$854.4 
PLTR Palantir Technologies Inc.
+0.65%
+$11,959.97 
GBCI Glacier Bancorp Inc.
+0.65%
+$1,642.24 
CGGR Capital Group Growth ETF
+0.65%
+$25,136.91 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$70,307.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$663.86 
CGDV Capital Group Dividend Value ETF
+0.63%
+$20,115.9 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$1,782 
SYY Sysco Corporation
+0.63%
+$2,447.54 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$1,296.76 
BROS Dutch Bros Inc.
+0.61%
+$2,822 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,256.02 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,663.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,358 
GM General Motors Company
+0.52%
+$328.9 
PSX Phillips 66
+0.51%
+$2,208.56 
Q Qnity Electronics Inc.
+0.51%
+$1,610.38 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,749.98 
IWD iShares Russell 1000 Value ETF
+0.44%
+$149.85 
PAYX Paychex Inc.
+0.44%
+$1,716.66 
RTX RTX Corporation
+0.39%
+$15,671.04 
AVGO Broadcom Inc.
+0.37%
+$10,347.84 
PG Procter & Gamble Co
+0.37%
+$7,098.29 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,270.92 
BAC Bank of America Corporation
+0.36%
+$1,474 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$428.83 
GD General Dynamics Corporation
+0.32%
+$403.82 
MRK Merck & Co., Inc.
+0.32%
+$6,162.45 
SMH VanEck Semiconductor ETF
+0.3%
+$5,427.93 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$583.3 
DOV Dover Corporation
+0.27%
+$560 
JPM JPMorgan Chase & Co.
+0.27%
+$14,874.56 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$481.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$48 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$370.25 
SO The Southern Company
+0.21%
+$2,080.4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$318.68 
JNJ Johnson & Johnson
+0.21%
+$3,232.47 
CMI Cummins Inc.
+0.19%
+$268.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$9,730.74 
USB U.S. Bancorp
+0.17%
+$2,680.55 
T AT&T Inc.
+0.17%
+$214 
MS Morgan Stanley
+0.17%
+$4,068.02 
VICI Vici Properties Inc.
+0.15%
+$369.6 
PGF Invesco Financial Preferred ETF
+0.15%
+$58.84 
XYL Xylem Inc.
+0.13%
+$382.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$51.24 
ISRG Intuitive Surgical, Inc.
+0.1%
+$2,271.54 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$96.6 
C Citigroup Inc.
+0.1%
+$31.46 
NUE Nucor Corporation
+0.1%
+$1,612.01 
WM Waste Management, Inc.
+0.1%
+$1,582.46 
AFL Aflac Inc.
+0.09%
+$507.12 
WMT Walmart Inc.
+0.09%
+$1,389.23 
ABT Abbott Laboratories
+0.09%
+$851.4 
FEGE First Eagle Global Equity ETF
+0.08%
+$803.56 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$739.8 
DIS The Walt Disney Company
+0.03%
+$192.33 
SHV iShares Short Treasury Bond ETF
+0.03%
+$43.5 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$9.43 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.02%
+$15.75 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.3M 
SYK Stryker Corporation
-6.42%
-$409,961.32 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$11,280.35 
LIN Linde plc
-5.95%
-$53,348.4 
MU Micron Technology, Inc.
-5.9%
-$266,203.98 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$16,392.4 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$9,395.1 
EQIX Equinix, Inc.
-2.7%
-$5,791.25 
QCOM QUALCOMM Incorporated
-2.63%
-$15,289.72 
ABBV AbbVie Inc.
-2.51%
-$47,897.41 
BA Boeing Company
-2.15%
-$5,440.67 
ENVX Enovix Corporation
-2.15%
-$6,054.75 
DKS Dick's Sporting Goods, Inc.
-2%
-$4,308 
NFLX Netflix, Inc.
-2%
-$7,672.3 
SPXU ProShares UltraPro Short S&P 500 Fund
-1.95%
-$9,619.98 
AMD Advanced Micro Devices, Inc.
-1.9%
-$24,421.37 
IBB iShares Biotechnology ETF
-1.87%
-$266.25 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,915.64 
DHI D.R. Horton, Inc.
-1.7%
-$10,462.93 
UNH UnitedHealth Group Incorporated
-1.68%
-$19,173.87 
LRCX Lam Research Corporation
-1.58%
-$4,841.01 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$13,524.35 
AVA Avista Corp.
-1.41%
-$17,232.93 
LUV Southwest Airlines Co.
-1.38%
-$530.46 
NKE Nike, Inc. - Class B
-1.37%
-$6,212.96 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$10,389.69 
TM Toyota Motor Corporation
-1.28%
-$110.7 
F Ford Motor Company
-1.21%
-$1,047.6 
JPIN JPMorgan Diversified Return International Equity ETF
-1.21%
-$47.84 
TJX The TJX Companies, Inc.
-1.21%
-$9,776.59 
DE Deere & Company
-1.13%
-$1,931.2 
TXN Texas Instruments Inc
-1.08%
-$17,063.11 
LOW Lowe's Companies Inc.
-1.08%
-$19,290.48 
PLD Prologis Inc.
-1.08%
-$3,627.68 
INTC Intel Corporation
-1.02%
-$1,139.25 
KO The Coca-Cola Company
-1.02%
-$20,051.1 
UPS United Parcel Service, Inc.
-1%
-$1,647.45 
XOM Exxon Mobil Corporation
-0.97%
-$24,206.13 
WDIV SPDR S&P Global Dividend ETF
-0.95%
-$12,580 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$107.38 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$2,119 
O Realty Income Corporation
-0.87%
-$2,114 
COPJ Sprott Junior Copper Miners ETF
-0.83%
-$2,417.25 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$1,129.95 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$292.6 
PCAR PACCAR Inc.
-0.81%
-$3,845.88 
MA Mastercard Incorporated
-0.74%
-$4,675 
BLK BlackRock, Inc.
-0.73%
-$6,655.31 
STAG Stag Industrial Inc.
-0.73%
-$1,493.8 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$11,328.18 
IYH iShares U.S. Healthcare ETF
-0.7%
-$36.96 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,092.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,425 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$5,449.4 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$9,900.38 
DUK Duke Energy Corporation
-0.67%
-$1,021.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,402.91 
CGCB Capital Group Core Bond ETF
-0.66%
-$18,237.09 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$1,166.4 
AMGN Amgen Inc.
-0.64%
-$2,817.29 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$231.12 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,296.85 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,021.76 
AMT American Tower Corporation
-0.63%
-$159.5 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,601.06 
PM Philip Morris International Inc.
-0.61%
-$88.5 
PTRB PGIM Total Return Bond ETF
-0.61%
-$16,802.75 
DHR Danaher Corporation
-0.61%
-$5,102.72 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$1,222.13 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$213.4 
SBUX Starbucks Corporation
-0.57%
-$7,092 
PRU Prudential Financial, Inc.
-0.56%
-$2,532.29 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$36.19 
WAB Wabtec Corporation
-0.55%
-$1,430.4 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$1,871.28 
LLY Eli Lilly and Company
-0.53%
-$7,086.28 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$36.98 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$294.19 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$452.62 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$256.2 
ALL Allstate Corporation
-0.49%
-$942.51 
IWM iShares Russell 2000 ETF
-0.47%
-$4,186.65 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$466 
DFIV Dimensional International Value ETF
-0.47%
-$1,311.93 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$9.61 
PEP PepsiCo, Inc.
-0.46%
-$1,338.24 
DVY iShares Select Dividend ETF
-0.45%
-$144 
CGMU Capital Group Municipal Income ETF
-0.44%
-$1,071 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$21,818.83 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$519 
HD The Home Depot, Inc.
-0.42%
-$10,507.16 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$8.93 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$588.9 
AXP American Express Company
-0.38%
-$5,773.37 
FDX FedEx Corporation
-0.37%
-$4,133.1 
MDT Medtronic plc
-0.37%
-$4,857.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,450.7 
PAAA PGIM AAA CLO ETF
-0.37%
-$285 
RSG Republic Services, Inc.
-0.37%
-$1,159.08 
FENI Fidelity Enhanced International ETF
-0.37%
-$3,883.95 
TMUS T-Mobile US, Inc.
-0.36%
-$3,972.09 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$375 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$1,774.8 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$81.84 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$197.08 
CEG Constellation Energy Corporation
-0.31%
-$4,906.17 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$1,634 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$67.5 
VXF Vanguard Extended Market ETF
-0.3%
-$2.84 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$129.74 
INCM Franklin Income Focus ETF
-0.27%
-$8,811.6 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$331.2 
VTV Vanguard Value ETF
-0.27%
-$279.66 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$441 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$343.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$498.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$594.32 
BX Blackstone Inc.
-0.25%
-$2,694.78 
COST Costco Wholesale Corporation
-0.24%
-$29,206.42 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$819 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,515.33 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$142.5 
VB Vanguard Small-Cap ETF
-0.22%
-$51.48 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$33 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$38.88 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$118.56 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,972.14 
IXN iShares Global Tech ETF
-0.21%
-$112.01 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$4.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$15.36 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$500.84 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$595.53 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$471.15 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$619.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$85.84 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$46.2 
IDV iShares International Select Dividend ETF
-0.14%
-$11.22 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$612.26 
MUB iShares National Muni Bond ETF
-0.11%
-$450 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,058.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,195.5 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$50.76 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$40.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$196.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$432.88 
CGBL Capital Group Core Balanced ETF
-0.05%
-$295.08 
CMF iShares California Muni Bond ETF
-0.05%
-$40.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$239.04 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$17.83 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$26.22 
V Visa Inc. Class A
-0.04%
-$1,000.51 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$445.25 
TGT Target Corporation
-0.01%
-$49.35 
UBER Uber Technologies, Inc.
-0.01%
-$145.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$20.72 Events
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Dividends
Dividend Analysis
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| Trades 1689 | Longs Won 1040/1689 61% | Profit Factor 7.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $208,778.91 |
| Average Win $68,482.11 | Best Trade (Aug 13) $3.17M | Sharpe Ratio -11.88 |
| Average Loss -$14,958.84 | Worst Trade (Aug 01) -$448,050.22 | Z-Score 12.36 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $36,419.83 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
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FAQ
Which stocks have generated the highest profits for Tom McDonald?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $1.2M, Chevron Corporation - $569,734.63, Exxon Mobil Corporation - $254,673.17, Capital Group Short Duration Income ETF - $200,126.57, and Microsoft Corp - $185,030.46. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Salesforce Inc - $205,478.67, Chipotle Mexican Grill, Inc - $149,351.01, Landstar System Inc - $133,327.53, Ethan Allen Interiors Inc - $131,043.69, and Netflix, Inc - $109,687.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tom McDonald's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.86M earned over time. The largest contributors to dividend income include Chevron Corporation - $291,125.39, Capital Group Short Duration Income ETF - $200,126.57, PGIM Total Return Bond ETF - $158,800.8, Schwab U.S. Dividend Equity ETF - $154,997.72, and Verizon Communications Inc - $152,553.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tom McDonald's monthly returns?
Tom McDonald's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tom McDonald's strategy be considered aggressive or moderate?
Tom McDonald'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 Tom McDonald's strategy?
Tom McDonald's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
