MEM
Margaret E. Moloney Portfolio
Invests via Independent Investors Inc | Managed by Margaret E. Moloney
Invests via Independent Investors Inc
Managed by Margaret E. Moloney
Automatically Tracked
Margaret E. Moloney Profile
Margaret E. Moloney has established a significant presence in the investment landscape, driven by her extensive experience in corporate governance and leadership roles within financial services. Her background includes influential positions across several organizations where she played a pivotal role in shaping strategic initiatives and fostering growth. Recognized for her commitment to innovation, she is often sought after for insights on market dynamics and industry trends. This combination of expertise equips her as an essential voice among boards seeking to navigate complex challenges while capitalizing on new opportunities.
Margaret E. Moloney has established a significant presence in the investment landscape, driven by her extensive experience in corporate governance and leadership roles within financial services. Her background includes influential positions across several organizations where she played a pivotal role in shaping strategic initiatives and fostering growth. Recognized for her commitment to innovation, she is often sought after for insights on market dynamics and industry trends. This combination of expertise equips her as an essential voice among boards seeking to navigate complex challenges while capitalizing on new opportunities.
Investment Philosophy & Strategy
Through a lens of growth and innovation, Margaret E. Moloney identifies transformative investment opportunities that capitalize on evolving market dynamics. Her leadership acumen is complemented by a strong focus on strategic alignment, driving her to pursue ventures with significant potential for scaling impact. She leverages her extensive corporate governance experience to guide decision-making processes while fostering collaborative environments within teams. In navigating competitive landscapes, she emphasizes agility and responsiveness to emerging trends, ensuring well-informed capital deployment in high-potential sectors.
Through a lens of growth and innovation, Margaret E. Moloney identifies transformative investment opportunities that capitalize on evolving market dynamics. Her leadership acumen is complemented by a strong focus on strategic alignment, driving her to pursue ventures with significant potential for scaling impact. She leverages her extensive corporate governance experience to guide decision-making processes while fostering collaborative environments within teams. In navigating competitive landscapes, she emphasizes agility and responsiveness to emerging trends, ensuring well-informed capital deployment in high-potential sectors.
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:
3.65%
Gain +0.03%
Monthly
0.32%
Yearly
3.97%
Drawdown
7.2%
$594.62M
Equity
Holdings
$594.62M
Investment
$118.71M
$1.22B
Profit +$3.52M
Realized
$747.38M
Unrealized
$475.91M
Dividends
$103.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.03%
Profit
$3.52M
Win %
91%
This Week
Compared To Last Week
Gain
1.77%
Profit
$10.35M
Win %
91%
This Month
Compared to last month
Gain
3.1%
Profit
$17.88M
Win %
91%
This Year
Compared to last year
Gain
13.56%
Profit
$70.99M
Win %
90%
NKE Nike, Inc. - Class B
+6.74%
+$142,800 
HONA Honeywell Aerospace Inc.
+4.96%
+$41,801.94 
SEG Seaport Entertainment Group, Inc.
+4.13%
+$6,787.68 
LOW Lowe's Companies Inc.
+4.12%
+$29,507 
UNH UnitedHealth Group Incorporated
+3.92%
+$34,609.6 
HD The Home Depot, Inc.
+3.69%
+$54,699.43 
SYK Stryker Corporation
+3.68%
+$31,080 
AMGN Amgen Inc.
+3.49%
+$433,555.65 
ORCL Oracle Corporation
+3%
+$117,208 
BMY Bristol-Myers Squibb Company
+2.88%
+$43,371.79 
NVS Novartis AG Sponsored ADR
+2.74%
+$72,137 
QCOM QUALCOMM Incorporated
+2.73%
+$158,554.24 
HHH Howard Hughes Holdings Inc.
+2.65%
+$51,832.97 
V Visa Inc. Class A
+2.41%
+$13,027.21 
IBM International Business Machines Corporation
+2.32%
+$12,408 
UBER Uber Technologies, Inc.
+2.22%
+$13,675.2 
DIS The Walt Disney Company
+2.07%
+$98,263.88 
METV Roundhill Ball Metaverse ETF
+1.97%
+$4,150 
WAT Waters Corporation
+1.94%
+$175,015.82 
AXP American Express Company
+1.91%
+$64,459.89 
INDA ISHARES MSCI INDIA ETF
+1.81%
+$3,578.5 
MCD McDonald's Corporation
+1.78%
+$70,451.84 
PSUS Pershing Square USA Ltd.
+1.57%
+$11,600 
UPS United Parcel Service, Inc.
+1.57%
+$36,042 
PFE Pfizer Inc.
+1.56%
+$5,300.75 
ABT Abbott Laboratories
+1.43%
+$40,924.8 
BA Boeing Company
+1.37%
+$74,378.93 
MSFT Microsoft Corp.
+1.24%
+$343,530 
BAC Bank of America Corporation
+1.16%
+$14,625.1 
ABBV AbbVie Inc.
+1.07%
+$121,828.45 
APD Air Products and Chemicals, Inc.
+0.98%
+$2,129.84 
LHX L3Harris Technologies, Inc.
+0.9%
+$20,765.37 
GE General Electric Company
+0.88%
+$9,056.86 
GOOGL Alphabet Inc
+0.78%
+$11,978.16 
PG Procter & Gamble Co
+0.75%
+$41,789.7 
GOOG Alphabet Inc
+0.75%
+$20,059.33 
UNP Union Pacific Corporation
+0.6%
+$19,272.31 
GS The Goldman Sachs Group, Inc.
+0.58%
+$17,746.75 
COST Costco Wholesale Corporation
+0.54%
+$12,823.65 
JEPI JPMorgan Equity Premium Income Fund
+0.49%
+$3,990.28 
PEP PepsiCo, Inc.
+0.49%
+$5,205.69 
MRK Merck & Co., Inc.
+0.45%
+$1,650 
HON Honeywell International Inc.
+0.42%
+$17,724.51 
AAPL Apple Inc.
+0.4%
+$1.41M 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$26,160.03 
KO The Coca-Cola Company
+0.36%
+$11,713.68 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.32%
+$966 
JNJ Johnson & Johnson
+0.26%
+$46,083.18 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$3,632.62 
IVV iShares Core S&P 500 ETF
+0.24%
+$3,917.1 
AMZN Amazon.com Inc
+0.2%
+$1,229.1 
NSC Norfolk Southern Corporation
+0.14%
+$7,487.31 
URI United Rentals, Inc.
+0.04%
+$490.25 
PCT PureCycle Technologies, Inc.
-3.42%
-$8,862.37 
CSCO Cisco Systems, Inc.
-3.39%
-$23,716 
CRWD CrowdStrike Holdings, Inc.
-2.78%
-$34,561.15 
GEV GE Vernova Inc.
-2.56%
-$21,913.15 
ETN Eaton Corporation plc
-2.13%
-$10,434.01 
XOM Exxon Mobil Corporation
-1.37%
-$142,516.75 
NVDA NVIDIA Corporation
-1.36%
-$114,971.3 
SOLS Sollensys Corp
-1.28%
-$7,799.33 
CVX Chevron Corporation
-1.22%
-$14,715.16 
KMI Kinder Morgan, Inc.
-1.11%
-$6,887.92 
SLB Schlumberger Limited
-1.08%
-$2,323.12 
BABA Alibaba Group Holding Limited SP ADR
-0.88%
-$9,898 
MS Morgan Stanley
-0.83%
-$9,799.43 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$1,022.61 
VWO Vanguard FTSE Emerging Markets ETF
-0.36%
-$766.5 
CL Colgate-Palmolive Company
-0.31%
-$7,781.57 
EMR Emerson Electric Co.
-0.27%
-$21,514.34 
JPM JPMorgan Chase & Co.
-0.25%
-$45,531.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.2%
-$1,009.2 
DOV Dover Corporation
-0.09%
-$3,672 Events
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Dividends
Dividend Analysis
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| Trades 4268 | Longs Won 2763/4268 64% | Profit Factor 1.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293.03M |
| Average Win $17.43M | Best Trade (Jun 30) $16.85B | Sharpe Ratio -15.33 |
| Average Loss -$31.18M | Worst Trade (Jun 30) -$3.01B | Z-Score -3.76 (100%) |
| Commissions $0 | Avg. Trade Length 7y 6m 2w 1d | Expectancy $286,617.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 99.34% | 99.54% | 99.65% | 99.74% | 99.8% | 99.85% | 99.9% | 99.94% | 99.97% |
| Consecutive Losing Trades | 19 | 17 | 15 | 13 | 11 | 10 | 8 | 6 | 4 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1.03M | $51.34M | $353.97M | - | $302.63M | 589.47% | +0.399% |
| ABBV AbbVie Inc. | 40,274 | $1.93M | $11.54M | - | $9.61M | 497.17% | +1.067% |
| ABT Abbott Laboratories | 27,840 | $614,755.01 | $2.91M | - | $2.29M | 372.97% | +1.428% |
| AMGN Amgen Inc. | 29,176 | $2.31M | $12.87M | - | $10.55M | 455.91% | +3.487% |
| AMZN Amazon.com Inc | 2,410 | $480,226.2 | $613,561.9 | - | $133,335.7 | 27.77% | +0.201% |
| APD Air Products and Chemicals, Inc. | 746 | $216,705.54 | $220,357.22 | - | $3,651.68 | 1.69% | +0.976% |
| AXP American Express Company | 11,000 | $490,398.75 | $3.44M | - | $2.95M | 601.66% | +1.909% |
| BA Boeing Company | 29,457 | $2.18M | $5.51M | - | $3.33M | 152.83% | +1.367% |
| BABA Alibaba Group Holding Limited SP ADR | 10,100 | $2.35M | $1.11M | - | -$1.24M | -52.63% | -0.882% |
| BAC Bank of America Corporation | 24,580 | $412,948.99 | $1.28M | - | $864,842.31 | 209.43% | +1.158% |
| BMY Bristol-Myers Squibb Company | 25,438 | $788,893.08 | $1.55M | - | $762,443.35 | 96.65% | +2.876% |
| BRK-B Berkshire Hathaway Inc. | 12,577 | $1.85M | $6.65M | - | $4.8M | 260.2% | +0.395% |
| CL Colgate-Palmolive Company | 26,833 | $984,980.68 | $2.48M | - | $1.5M | 151.96% | -0.313% |
| COST Costco Wholesale Corporation | 2,415 | $857,325 | $2.38M | - | $1.53M | 178.12% | +0.541% |
| CRWD CrowdStrike Holdings, Inc. | 4,980 | $353,859.6 | $1.21M | - | $853,043.4 | 241.07% | -2.784% |
| CSCO Cisco Systems, Inc. | 6,160 | $299,721.5 | $676,306.4 | - | $376,584.9 | 125.64% | -3.388% |
| CVX Chevron Corporation | 5,440 | $654,957.59 | $1.19M | - | $538,224.81 | 82.18% | -1.218% |
| DIS The Walt Disney Company | 43,576 | $1.64M | $4.85M | - | $3.2M | 195.07% | +2.069% |
| DOV Dover Corporation | 20,400 | $494,074.05 | $3.94M | - | $3.45M | 697.5% | -0.093% |
| EMR Emerson Electric Co. | 48,896 | $1.58M | $7.85M | - | $6.28M | 397.25% | -0.273% |
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FAQ
Which stocks have generated the highest profits for Margaret E. Moloney?
The largest contributions to the portfolio's profits come from the following stocks: CYT - $22B, 09067J117 - $2.95B, PLL - $1.99B, 284131703 - $1.76B, and G - $1.4B. 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: LU - $4.63B, TYC - $4.58B, MER - $3.39B, EMC - $3.25B, and HPQ - $2.86B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Margaret E. Moloney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $103.57M earned over time. The largest contributors to dividend income include General Electric Company - $11.54M, Apple Inc - $8.72M, Citigroup Inc - $8.6M, Johnson & Johnson - $6.71M, and Exxon Mobil Corporation - $5.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Margaret E. Moloney's monthly returns?
Margaret E. Moloney's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Margaret E. Moloney's strategy be considered aggressive or moderate?
Margaret E. Moloney's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Margaret E. Moloney's strategy?
Margaret E. Moloney'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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