MAL
McBroom & Associates LLC Portfolio
Invests via McBroom & Associates LLC | Managed by Martin W. McBroom, Nicholas K. Murray, Corey Jerome Bryant
Invests via McBroom & Associates LLC
Managed by Martin W. McBroom, Nicholas K. Murray, Corey Jerome Bryant
Automatically Tracked
Company Profile
With a focus on strategic consulting, McBroom & Associates LLC excels in providing tailored advisory services across various sectors. The firm is renowned for its in-depth market analysis and ability to help clients navigate complex business landscapes. Leveraging extensive industry expertise, it supports enterprises in enhancing operational efficiency and driving sustainable growth initiatives. This entity stands out as a trusted partner for organizations seeking innovative solutions to competitive challenges while capitalizing on emerging opportunities.
With a focus on strategic consulting, McBroom & Associates LLC excels in providing tailored advisory services across various sectors. The firm is renowned for its in-depth market analysis and ability to help clients navigate complex business landscapes. Leveraging extensive industry expertise, it supports enterprises in enhancing operational efficiency and driving sustainable growth initiatives. This entity stands out as a trusted partner for organizations seeking innovative solutions to competitive challenges while capitalizing on emerging opportunities.
Investment Philosophy & Strategy
A keen understanding of market dynamics guides McBroom & Associates LLC in its approach to client engagement and value delivery. This firm is adept at identifying strategic opportunities that align with the evolving needs of diverse industries. Leveraging a wealth of operational insights, it fosters tailored strategies that enhance clients' competitive positioning and drive impactful results. With an emphasis on innovation and adaptability, this entity excels at helping businesses reimagine their potential while navigating shifting landscapes effectively.
A keen understanding of market dynamics guides McBroom & Associates LLC in its approach to client engagement and value delivery. This firm is adept at identifying strategic opportunities that align with the evolving needs of diverse industries. Leveraging a wealth of operational insights, it fosters tailored strategies that enhance clients' competitive positioning and drive impactful results. With an emphasis on innovation and adaptability, this entity excels at helping businesses reimagine their potential while navigating shifting landscapes effectively.
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:
53.1%
Gain +0.22%
Monthly
0.65%
Yearly
8.11%
Drawdown
14.92%
$215.65M
Equity
Holdings
$215.65M
Investment
$133.2M
$88.57M
Profit +$643,282.24
Realized
$6.12M
Unrealized
$82.45M
Dividends
$6.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.22%
Profit
$643,282.24
Win %
72%
This Week
Compared To Last Week
Gain
1.41%
Profit
$2.99M
Win %
72%
This Month
Compared to last month
Gain
-0.27%
Profit
-$582,150.54
Win %
72%
This Year
Compared to last year
Gain
4.79%
Profit
$9.86M
Win %
72%
JPM JPMorgan Chase & Co.
+2.3%
+$255,595.57 
WSM Williams-Sonoma, Inc.
+2.09%
+$19,093.42 
PM Philip Morris International Inc.
+2.01%
+$27,754.98 
TSLA Tesla, Inc.
+1.88%
+$169,147.92 
CAT Caterpillar Inc.
+1.48%
+$24,055.92 
LRCX Lam Research Corporation
+1.19%
+$357,741.1 
VST Vistra Corp
+1.14%
+$61,503.43 
JNJ Johnson & Johnson
+1.07%
+$92,679.75 
ORLY O'Reilly Automotive Inc.
+1%
+$109,875.84 
CVX Chevron Corporation
+0.75%
+$5,035.76 
HD The Home Depot, Inc.
+0.73%
+$36,454.52 
COST Costco Wholesale Corporation
+0.72%
+$80,391.99 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$12,998.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$2,370 
WMB The Williams Companies, Inc.
+0.65%
+$6,566.27 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$20,586.79 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$14,627.31 
PEP PepsiCo, Inc.
+0.4%
+$870 
NVDA NVIDIA Corporation
+0.18%
+$40,648.57 
MSFT Microsoft Corp.
+0.13%
+$10,283 
KO The Coca-Cola Company
+0.1%
+$320 
GLD SPDR Gold Shares
+0.06%
+$4,682.14 
TJX The TJX Companies, Inc.
+0.06%
+$5,901.69 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$935.32 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$497.19 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
PLTR Palantir Technologies Inc.
-2.35%
-$245,023.4 
ZTS Zoetis Inc.
-2.29%
-$14,599.14 
CALM Cal-Maine Foods Inc.
-2.22%
-$8,618.13 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$39,320.93 
AAPL Apple Inc.
-1.52%
-$173,718 
DKS Dick's Sporting Goods, Inc.
-1.32%
-$122,484.8 
CPRT Copart Inc.
-1.03%
-$40,878.91 
AXON Axon Enterprise, Inc.
-0.92%
-$31,925.96 
ISRG Intuitive Surgical, Inc.
-0.44%
-$33,477.58 
MCK McKesson Corporation
-0.36%
-$5,955.6 
TSCO Tractor Supply Company
-0.03%
-$1,331.3 Events
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Dividends
Dividend Analysis
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| Trades 499 | Longs Won 268/499 53% | Profit Factor 4.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.49M |
| Average Win $424,282.63 | Best Trade (Jun 12) $24.33M | Sharpe Ratio -12.58 |
| Average Loss -$108,827.8 | Worst Trade (Jun 12) -$2.16M | Z-Score 4.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 6d | Expectancy $177,492.03 |
| 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% | 0.05% | 2.72% |
| Consecutive Losing Trades | 1,980 | 1,782 | 1,584 | 1,386 | 1,188 | 990 | 792 | 594 | 396 | 198 |
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Returns
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