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:
30.07%
Gain +0.49%
Monthly
1.25%
Yearly
16.1%
Drawdown
17.65%
$321.54M
Equity
Holdings
$321.54M
Investment
$265.89M
$56.52M
Profit +$1.18M
Realized
$866,286.75
Unrealized
$55.65M
Dividends
$6.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.18M
Win %
63%
This Week
Compared To Last Week
Gain
0.37%
Profit
$1.18M
Win %
63%
This Month
Compared to last month
Gain
0.67%
Profit
$2.15M
Win %
63%
This Year
Compared to last year
Gain
2.29%
Profit
$7.22M
Win %
64%
SPCX Space Exploration Technologies Corp. Class A
+6.3%
+$39,910.97 
TXN Texas Instruments Inc
+5.43%
+$86,303.75 
TSLA Tesla, Inc.
+5.12%
+$36,803.92 
URI United Rentals, Inc.
+4%
+$19,577.47 
ASML ASML Holding N.V. New York Registry Shares
+3.48%
+$29,118.07 
ENVX Enovix Corporation
+3.42%
+$6,391.12 
AVGO Broadcom Inc.
+3.28%
+$80,914.36 
LRCX Lam Research Corporation
+3.24%
+$11,355.74 
AMD Advanced Micro Devices, Inc.
+3.07%
+$49,913.11 
COPJ Sprott Junior Copper Miners ETF
+3.06%
+$9,669 
VRT Vertiv Holdings Co
+2.78%
+$5,335.2 
SMH VanEck Semiconductor ETF
+2.76%
+$56,826.45 
MRVL Marvell Technology, Inc.
+2.74%
+$15,953.38 
QCOM QUALCOMM Incorporated
+2.69%
+$18,738.48 
AMAT Applied Materials, Inc.
+2.68%
+$139,018 
LIN Linde plc
+2.55%
+$21,094.28 
FDXF FedEx Freight Holding Company Inc.
+2.53%
+$5,079.2 
DKS Dick's Sporting Goods, Inc.
+2.47%
+$3,532.56 
CAT Caterpillar Inc.
+2.34%
+$76,895.92 
CSCO Cisco Systems, Inc.
+2.28%
+$66,555.76 
INTC Intel Corporation
+2.23%
+$3,283 
EOSE Eos Energy Enterprises Inc.
+2.23%
+$3,433.15 
Q Qnity Electronics Inc.
+2.21%
+$6,929.6 
ORCL Oracle Corporation
+2.21%
+$26,592.89 
EMR Emerson Electric Co.
+2.09%
+$28,959.75 
ROK Rockwell Automation, Inc.
+2.04%
+$12,473.04 
XOVR ERShares Private-Public Crossover ETF
+2.04%
+$4,228.2 
NVDA NVIDIA Corporation
+2.04%
+$225,177 
NUE Nucor Corporation
+2.03%
+$30,885.92 
UNP Union Pacific Corporation
+2.02%
+$19,791.88 
CMI Cummins Inc.
+1.95%
+$2,214.3 
XMMO Invesco S&P MidCap Momentum ETF
+1.94%
+$3,147.21 
GTOP Goldman Sachs Technology Opportunities ETF
+1.84%
+$269.37 
APD Air Products and Chemicals, Inc.
+1.7%
+$10,434.62 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.69%
+$1,802.64 
DHR Danaher Corporation
+1.68%
+$15,243.88 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.61%
+$13,858 
STAG Stag Industrial Inc.
+1.61%
+$3,067.62 
IXN iShares Global Tech ETF
+1.57%
+$944 
XYL Xylem Inc.
+1.45%
+$3,735.75 
PANW Palo Alto Networks, Inc.
+1.39%
+$42,020.02 
DOV Dover Corporation
+1.38%
+$2,600 
GOOGL Alphabet Inc
+1.35%
+$117,531.96 
LUV Southwest Airlines Co.
+1.34%
+$471.52 
IJR iShares Core S&P Small-Cap ETF
+1.33%
+$20,263.88 
GOOG Alphabet Inc
+1.32%
+$38,957.79 
DE Deere & Company
+1.31%
+$2,479.32 
IWP iShares Russell Mid-Cap Growth ETF
+1.27%
+$329.22 
CGXU Capital Group International Focus Equity ETF
+1.26%
+$4,470.28 
ETN Eaton Corporation plc
+1.24%
+$3,094.52 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.23%
+$7,386.02 
VONG Vanguard Russell 1000 Growth Fund
+1.22%
+$123.24 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$748.8 
IJH iShares Core S&P Mid-Cap ETF
+1.21%
+$22,646.8 
VBK Vanguard Small-Cap Growth ETF
+1.19%
+$1,459.8 
AVA Avista Corp.
+1.18%
+$12,330.48 
ITW Illinois Tool Works Inc.
+1.18%
+$9,224.15 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.18%
+$2,564.96 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.17%
+$177.8 
DFAS Dimensional U.S. Small Cap ETF
+1.15%
+$3,982.5 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.15%
+$553.35 
DFAE Dimensional Emerging Core Equity Market ETF
+1.13%
+$4,580.83 
GBCI Glacier Bancorp Inc.
+1.13%
+$2,514.68 
IWF iShares Russell 1000 Growth ETF
+1.13%
+$391.92 
IEMG iShares Core MSCI Emerging Markets ETF
+1.13%
+$10,050.36 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$131,667.57 
VXF Vanguard Extended Market ETF
+1.12%
+$10.44 
SYK Stryker Corporation
+1.1%
+$55,328.45 
VUG Vanguard Growth ETF
+1.1%
+$654.71 
FEZ SPDR Euro Stoxx 50 ETF
+1.1%
+$1,000.5 
SCHA Schwab U.S. Small-Cap ETF
+1.08%
+$1,608.15 
CGMM Capital Group U.S. Small and Mid Cap ETF
+1.08%
+$8,297.95 
MDT Medtronic plc
+1.06%
+$13,966.52 
VB Vanguard Small-Cap ETF
+1.06%
+$237.9 
IUSG iShares Core S&P U.S. Growth ETF
+1.05%
+$268.3 
VTWO Vanguard Russell 2000 ETF
+1.04%
+$1,219.65 
VOT Vanguard Mid-Cap Growth ETF
+1.04%
+$1,572.84 
MGK Vanguard Mega Cap Growth ETF
+1.01%
+$869.5 
IWM iShares Russell 2000 ETF
+1.01%
+$8,463.75 
KMI Kinder Morgan, Inc.
+0.98%
+$4,245.6 
TT Trane Technologies plc
+0.98%
+$10,918.71 
CRWD CrowdStrike Holdings, Inc.
+0.98%
+$13,123.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.96%
+$5,538.91 
AMZN Amazon.com Inc
+0.94%
+$118,392.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$10,395.66 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$1,220.8 
BX Blackstone Inc.
+0.93%
+$8,757.84 
VEU Vanguard FTSE All-World ex-US ETF
+0.92%
+$164.16 
TMUS T-Mobile US, Inc.
+0.92%
+$9,362.92 
XLI Industrial Select Sector SPDR Fund
+0.91%
+$9,871.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.89%
+$1,269.76 
DIS The Walt Disney Company
+0.89%
+$5,769.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.89%
+$66.08 
MHD BlackRock MuniHoldings Fund Inc.
+0.88%
+$1,571.31 
WAB Wabtec Corporation
+0.86%
+$2,226.06 
MS Morgan Stanley
+0.86%
+$18,193.06 
ESGV Vanguard ESG U.S. Stock ETF
+0.85%
+$1,108.8 
FDX FedEx Corporation
+0.85%
+$8,733.42 
EFA iShares MSCI EAFE ETF
+0.83%
+$3,369.55 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.83%
+$817.5 
FENI Fidelity Enhanced International ETF
+0.82%
+$8,415.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.79%
+$3,102 
IEFA iShares Core MSCI EAFE ETF
+0.79%
+$7,546.23 
EQIX Equinix, Inc.
+0.78%
+$1,623.6 
IWR iShares Russell Mid-Cap ETF
+0.75%
+$6.48 
IVV iShares Core S&P 500 ETF
+0.75%
+$3,297.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.75%
+$1,960.01 
DFAI Dimensional International Core Equity Market ETF
+0.74%
+$261.08 
CGGR Capital Group Growth ETF
+0.74%
+$30,337.65 
GBTC Grayscale Bitcoin Trust ETF
+0.73%
+$3,153.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.71%
+$552.2 
CGUS Capital Group Core Equity ETF
+0.71%
+$5,835.37 
SCHX Schwab U.S. Large-Cap ETF
+0.7%
+$733.74 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$51,384.97 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.68%
+$43.89 
CGDG Capital Group Dividend Growers ETF
+0.68%
+$2,275.91 
VOO Vanguard S&P 500 ETF
+0.67%
+$31,528.87 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.66%
+$1,412.2 
AAPL Apple Inc.
+0.65%
+$114,639.31 
CGDV Capital Group Dividend Value ETF
+0.65%
+$20,440.35 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$6,732 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$1,323.92 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.63%
+$3,283.94 
PLD Prologis Inc.
+0.62%
+$1,836.82 
C Citigroup Inc.
+0.61%
+$188.76 
GPIX S&P 500 Core Premium Income Fund
+0.6%
+$1,277.69 
UNH UnitedHealth Group Incorporated
+0.6%
+$5,939.25 
FLMI Franklin Dynamic Municipal Bond ETF
+0.6%
+$560 
JPIN JPMorgan Diversified Return International Equity ETF
+0.59%
+$22.36 
O Realty Income Corporation
+0.59%
+$1,189.12 
IWS iShares Russell Mid-Cap Value ETF
+0.59%
+$360.05 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$2,216.8 
VO Vanguard Mid-Cap ETF
+0.58%
+$2,748.96 
GS The Goldman Sachs Group, Inc.
+0.58%
+$1,616.17 
BROS Dutch Bros Inc.
+0.57%
+$1,552.1 
DFIV Dimensional International Value ETF
+0.54%
+$1,433.4 
RSG Republic Services, Inc.
+0.52%
+$1,612.31 
PCAR PACCAR Inc.
+0.51%
+$1,994.16 
IUSV iShares Core S&P U.S. Value ETF
+0.49%
+$71.57 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$32.25 
META Meta Platforms Inc Class A
+0.48%
+$29,761.99 
CGMU Capital Group Municipal Income ETF
+0.48%
+$1,115.62 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$784 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$3,325 
HD The Home Depot, Inc.
+0.46%
+$9,751.19 
XMHQ Invesco S&P MidCap Quality ETF
+0.46%
+$826.06 
CGBL Capital Group Core Balanced ETF
+0.45%
+$2,434.41 
JAVA JPMorgan Active Value ETF
+0.44%
+$354.9 
IVE ISHARES S&P 500 VALUE ETF
+0.44%
+$1,113 
RSP Invesco S&P 500 Equal Weight ETF
+0.43%
+$208.8 
FEOE First Eagle Overseas Equity ETF
+0.43%
+$937.25 
DVN Devon Energy Corporation
+0.42%
+$1,028.2 
IWD iShares Russell 1000 Value ETF
+0.41%
+$138.37 
USB U.S. Bancorp
+0.41%
+$5,726.72 
SO The Southern Company
+0.4%
+$3,484.67 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.39%
+$131.67 
WDIV SPDR S&P Global Dividend ETF
+0.39%
+$4,928.22 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.38%
+$153.72 
VYMI Vanguard International High Dividend Yield Index Fund
+0.37%
+$315.98 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.36%
+$474.3 
VOE Vanguard Mid-Cap Value ETF
+0.35%
+$2,194.11 
ABBV AbbVie Inc.
+0.34%
+$6,440.68 
MOAT VanEck Morningstar Wide Moat Fund
+0.33%
+$69 
IDV iShares International Select Dividend ETF
+0.33%
+$25.25 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.32%
+$175.56 
MSFT Microsoft Corp.
+0.32%
+$55,282.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.31%
+$1,488.36 
HONA Honeywell Aerospace Inc.
+0.29%
+$1,364.4 
DVY iShares Select Dividend ETF
+0.28%
+$84 
BLK BlackRock, Inc.
+0.27%
+$2,410.27 
MUB iShares National Muni Bond ETF
+0.27%
+$1,031.25 
DUK Duke Energy Corporation
+0.26%
+$364.8 
MA Mastercard Incorporated
+0.26%
+$1,562 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.26%
+$218.75 
RTX RTX Corporation
+0.23%
+$7,928.9 
CMF iShares California Muni Bond ETF
+0.23%
+$168.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.22%
+$649.68 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$270.84 
CGSM Capital Group Short Duration Municipal Income ETF
+0.21%
+$1,123.37 
ABT Abbott Laboratories
+0.21%
+$1,939.3 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$5,798.1 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.2%
+$84.83 
AMT American Tower Corporation
+0.19%
+$44.95 
MGV Vanguard Mega Cap Value ETF
+0.17%
+$105 
BA Boeing Company
+0.16%
+$354.33 
VTV Vanguard Value ETF
+0.16%
+$161.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.15%
+$8,108.95 
PVAL Putnam Focused Large Cap Value ETF
+0.14%
+$1,849.5 
UPS United Parcel Service, Inc.
+0.13%
+$188.28 
FVD First Trust Value Line Dividend Index Fund
+0.13%
+$314.1 
FEGE First Eagle Global Equity ETF
+0.12%
+$1,205.34 
PG Procter & Gamble Co
+0.11%
+$2,142.88 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.11%
+$44.58 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.11%
+$58.04 
LVHI Franklin International Low Volatility High Dividend ETF
+0.11%
+$313.87 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.1%
+$1,490.55 
SBUX Starbucks Corporation
+0.09%
+$996.43 
AXP American Express Company
+0.09%
+$1,181.98 
MCD McDonald's Corporation
+0.09%
+$1,223 
PAAA PGIM AAA CLO ETF
+0.05%
+$37.5 
PGF Invesco Financial Preferred ETF
+0.04%
+$14.71 
SHV iShares Short Treasury Bond ETF
+0.03%
+$50.75 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$189.7 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$4.5 
WM Waste Management, Inc.
+0.01%
+$72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NKE Nike, Inc. - Class B
-5.49%
-$20,674.16 
ACN Accenture plc Class A
-4.69%
-$22,307.9 
LDOS Leidos Holdings Inc.
-2.82%
-$18,665.44 
SPXU ProShares UltraPro Short S&P 500 Fund
-2.07%
-$9,295 
F Ford Motor Company
-2.04%
-$1,455 
SCHW Charles Schwab Corporation
-1.89%
-$2,229.71 
NOW ServiceNow, Inc.
-1.76%
-$5,941.33 
ADP Automatic Data Processing Inc.
-1.73%
-$2,115.84 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-1.51%
-$4,702.5 
MU Micron Technology, Inc.
-1.46%
-$82,753.85 
IBM International Business Machines Corporation
-1.41%
-$26,990.59 
NFLX Netflix, Inc.
-1.36%
-$4,860.87 
PAYX Paychex Inc.
-1.31%
-$4,459.95 
BMY Bristol-Myers Squibb Company
-1.19%
-$4,672 
TM Toyota Motor Corporation
-1.17%
-$96.3 
GLDM SPDR Gold MiniShares Trust
-1.15%
-$10,796.75 
LHX L3Harris Technologies, Inc.
-1.08%
-$8,098.62 
GD General Dynamics Corporation
-1.02%
-$1,122.09 
AMGN Amgen Inc.
-0.97%
-$4,487.19 
CRM Salesforce Inc
-0.88%
-$6,726.72 
MRSH Marsh & McLennan Companies, Inc.
-0.84%
-$85.55 
KO The Coca-Cola Company
-0.82%
-$15,706.65 
GM General Motors Company
-0.81%
-$461.18 
CEG Constellation Energy Corporation
-0.79%
-$12,356.34 
CMCSA Comcast Corp
-0.78%
-$181.56 
ISRG Intuitive Surgical, Inc.
-0.76%
-$19,245.44 
LLY Eli Lilly and Company
-0.73%
-$9,721.96 
JNJ Johnson & Johnson
-0.69%
-$10,917.21 
TSCO Tractor Supply Company
-0.6%
-$3,098.17 
JPM JPMorgan Chase & Co.
-0.56%
-$29,432.48 
PRU Prudential Financial, Inc.
-0.54%
-$2,257.05 
TGT Target Corporation
-0.54%
-$2,099.5 
UBER Uber Technologies, Inc.
-0.45%
-$4,427.99 
PM Philip Morris International Inc.
-0.44%
-$62.25 
AFL Aflac Inc.
-0.35%
-$1,627.01 
LOW Lowe's Companies Inc.
-0.34%
-$5,353.74 
BAC Bank of America Corporation
-0.34%
-$1,206 
LMT Lockheed Martin Corporation
-0.32%
-$2,311.74 
TJX The TJX Companies, Inc.
-0.31%
-$2,113.18 
IBB iShares Biotechnology ETF
-0.29%
-$45.28 
COP ConocoPhillips
-0.29%
-$1,470.74 
VICI Vici Properties Inc.
-0.29%
-$600.6 
CVX Chevron Corporation
-0.28%
-$17,242.23 
DHI D.R. Horton, Inc.
-0.23%
-$1,355.51 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.23%
-$4.81 
CGCB Capital Group Core Bond ETF
-0.22%
-$5,900.23 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$74.8 
ALL Allstate Corporation
-0.2%
-$319 
PEP PepsiCo, Inc.
-0.19%
-$501.84 
T AT&T Inc.
-0.18%
-$240.75 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,793.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$69.86 
PLTR Palantir Technologies Inc.
-0.15%
-$4,335.4 
MRK Merck & Co., Inc.
-0.13%
-$2,780.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$2.52 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.12%
-$621.18 
COST Costco Wholesale Corporation
-0.12%
-$14,026.95 
WMT Walmart Inc.
-0.12%
-$1,667.04 
IYH iShares U.S. Healthcare ETF
-0.11%
-$6.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$189.34 
CGSD Capital Group Short Duration Income ETF
-0.1%
-$4,958.82 
PTRB PGIM Total Return Bond ETF
-0.09%
-$2,352.39 
V Visa Inc. Class A
-0.09%
-$2,251.3 
INCM Franklin Income Focus ETF
-0.09%
-$2,753.62 
XOM Exxon Mobil Corporation
-0.08%
-$2,056.89 
SYY Sysco Corporation
-0.08%
-$277.08 
ORLY O'Reilly Automotive Inc.
-0.08%
-$711.35 
XLP Consumer Staples Select Sector SPDR Fund
-0.07%
-$36.6 
XLE Energy Select Sector SPDR Fund
-0.07%
-$243.9 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$990.04 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$170.86 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$17.32 
BLV Vanguard Long-Term Bond ETF
-0.05%
-$0.93 
VZ Verizon Communications Inc.
-0.04%
-$675.28 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$72.52 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$26.22 
SPHQ Invesco S&P 500 Quality ETF
-0.03%
-$28.54 
PSX Phillips 66
-0.01%
-$81.82 Events
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| Trades 1689 | Longs Won 946/1689 56% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,308.19 |
| Average Win $74,532.17 | Best Trade (Sep 28) $4.18M | Sharpe Ratio -11.88 |
| Average Loss -$18,825.01 | Worst Trade (Sep 11) -$1.05M | Z-Score 5.59 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $33,463.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,074 | $13.51M | $17.65M | - | $4.13M | 30.6% | +0.654% |
| ABBV AbbVie Inc. | 7,403 | $1.45M | $1.93M | - | $478,673.46 | 32.97% | +0.335% |
| ABT Abbott Laboratories | 9,460 | $1.11M | $916,626.7 | - | -$195,211.99 | -17.56% | +0.212% |
| ACN Accenture plc Class A | 2,242 | $737,180.07 | $453,668.7 | - | -$283,511.37 | -38.46% | -4.687% |
| ADP Automatic Data Processing Inc. | 464 | $116,385.54 | $120,361.6 | - | $3,976.06 | 3.42% | -1.728% |
| AFL Aflac Inc. | 4,226 | $439,171.4 | $468,219.67 | - | $29,048.27 | 6.61% | -0.346% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,993 | $194,132.75 | $187,989.72 | - | -$6,143.03 | -3.16% | -0.101% |
| ALL Allstate Corporation | 725 | $172,507 | $162,378.25 | - | -$10,128.75 | -5.87% | -0.196% |
| AMAT Applied Materials, Inc. | 9,790 | $1.73M | $5.32M | - | $3.59M | 207.19% | +2.683% |
| AMD Advanced Micro Devices, Inc. | 2,643 | $557,526.91 | $1.68M | - | $1.12M | 200.84% | +3.067% |
| AMGN Amgen Inc. | 1,136 | $296,533.07 | $458,171.52 | - | $161,638.45 | 54.51% | -0.97% |
| AMT American Tower Corporation | 145 | $25,458 | $23,398.65 | - | -$2,059.35 | -8.09% | +0.192% |
| AMZN Amazon.com Inc | 50,595 | $11.11M | $12.68M | - | $1.57M | 14.11% | +0.943% |
| APD Air Products and Chemicals, Inc. | 2,244 | $650,986.35 | $623,787.12 | - | -$27,199.23 | -4.18% | +1.701% |
| ASML ASML Holding N.V. New York Registry Shares | 463 | $439,587.59 | $866,448.94 | - | $426,861.35 | 97.1% | +3.477% |
| AVA Avista Corp. | 29,712 | $1.09M | $1.05M | - | -$34,012.46 | -3.13% | +1.183% |
| AVGO Broadcom Inc. | 7,186 | $2.14M | $2.55M | - | $414,470.71 | 19.41% | +3.277% |
| AXP American Express Company | 4,546 | $1.45M | $1.37M | - | -$75,112.44 | -5.18% | +0.086% |
| BA Boeing Company | 1,143 | $246,612.92 | $220,130.37 | - | -$26,482.55 | -10.74% | +0.161% |
| BAC Bank of America Corporation | 6,700 | $294,464.78 | $358,785 | - | $64,320.22 | 21.84% | -0.335% |
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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 - $623,577.85, Exxon Mobil Corporation - $270,968.8, Capital Group Short Duration Income ETF - $217,731.39, and Microsoft Corp - $216,084.21. 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 $6.44M earned over time. The largest contributors to dividend income include Chevron Corporation - $344,968.61, Capital Group Short Duration Income ETF - $217,731.39, Schwab U.S. Dividend Equity ETF - $198,218.42, Microsoft Corp - $170,465.97, and PGIM Total Return Bond ETF - $169,621.77. 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.
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