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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

Tracking: 0 Updated: Yesterday at 03:07 AM

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.

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.

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:

3.27%

Gain +0.04%

Monthly

0.33%

Yearly

Drawdown

7.19%

$601.75M

Equity

Holdings

$601.75M

Investment

$178.54M

$1.2B

Profit +$7.35M

Realized

$724.77M

Unrealized

$478.89M

Dividends

$101.96M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.04%

Profit

$7.35M

Win %

90%

This Week

Compared To Last Week

Gain

3.42%

Profit

$19.89M

Win %

90%

This Month

Compared to last month

Gain

9.28%

Profit

$51.08M

Win %

90%

This Year

Compared to last year

Gain

19.5%

Profit

$98.17M

Win %

90%

Gainers
Losers

ABT Abbott Laboratories

+10.71%

+$328,768.4

SYK Stryker Corporation

+4.66%

+$44,280

ABBV AbbVie Inc.

+4.21%

+$459,248.72

NKE Nike, Inc. - Class B

+4.21%

+$108,000

UNP Union Pacific Corporation

+3.83%

+$128,738.52

COST Costco Wholesale Corporation

+3.17%

+$83,171.01

DOV Dover Corporation

+2.47%

+$107,100.2

PG Procter & Gamble Co

+2.33%

+$138,327.63

EMR Emerson Electric Co.

+2.08%

+$138,375.68

HD The Home Depot, Inc.

+1.93%

+$39,486.58

AAPL Apple Inc.

+1.76%

+$6.23M

KVUE Kenvue Inc.

+1.71%

+$12,239.68

CVX Chevron Corporation

+1.26%

+$15,091.03

APD Air Products and Chemicals, Inc.

+1.23%

+$2,685.6

JNJ Johnson & Johnson

+1.19%

+$209,909.92

AXP American Express Company

+0.87%

+$37,560

ORCL Oracle Corporation

+0.03%

+$1,345.2

BABA Alibaba Group Holding Limited SP ADR

+0.01%

+$101

AMGN Amgen Inc.

-$0.29

BAC Bank of America Corporation

BMY Bristol-Myers Squibb Company

BRK-B Berkshire Hathaway Inc.

CL Colgate-Palmolive Company

CRWD CrowdStrike Holdings, Inc.

CSCO Cisco Systems, Inc.

DIS The Walt Disney Company

GE General Electric Company

GOOG Alphabet Inc

+$0.09

GS The Goldman Sachs Group, Inc.

+$0.2

HHH Howard Hughes Holdings Inc.

HON Honeywell International Inc.

IBM International Business Machines Corporation

IJK iShares S&P Mid-Cap 400 Growth ETF

INDA ISHARES MSCI INDIA ETF

IVV iShares Core S&P 500 ETF

JEPI JPMorgan Equity Premium Income Fund

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

JPM JPMorgan Chase & Co.

KMI Kinder Morgan, Inc.

KO The Coca-Cola Company

LHX L3Harris Technologies, Inc.

-$0.1

LOW Lowe's Companies Inc.

MCD McDonald's Corporation

METV Roundhill Ball Metaverse ETF

MRK Merck & Co., Inc.

MSFT Microsoft Corp.

NSC Norfolk Southern Corporation

NVS Novartis AG Sponsored ADR

PCT PureCycle Technologies, Inc.

PEP PepsiCo, Inc.

PFE Pfizer Inc.

SOLS Sollensys Corp

UBER Uber Technologies, Inc.

UNH UnitedHealth Group Incorporated

UPS United Parcel Service, Inc.

URI United Rentals, Inc.

V Visa Inc. Class A

WAT Waters Corporation

-$0.26

XOM Exxon Mobil Corporation

GOOGL Alphabet Inc

-4.44%

-$97,443.26

QCOM QUALCOMM Incorporated

-4.14%

-$252,732.04

ETN Eaton Corporation plc

-4.02%

-$19,907.99

NVDA NVIDIA Corporation

-2.4%

-$196,681.5

AMZN Amazon.com Inc

-1.99%

-$12,497.57

GEV GE Vernova Inc.

-1.81%

-$18,983.79

BA Boeing Company

-1.73%

-$114,749.46

QQQ Invesco QQQ Trust, Series 1

-1.64%

-$4,519.4

SLB Schlumberger Limited

-0.99%

-$2,079.75

SPY SPDR S&P 500 ETF Trust

-0.54%

-$8,065.48

MS Morgan Stanley

-0.06%

-$881.79

Events

Dividends

Dividend Analysis

No Data

Trades 4221	Longs Won 2709/4221 64%	Profit Factor 1.03
Profitability	Shorts Won 0/0 0%	Standard Deviation $294.66M
Average Win $17.77M	Best Trade (Jun 30) $16.85B	Sharpe Ratio -10.92
Average Loss -$31.04M	Worst Trade (Jun 30) -$3.01B	Z-Score -2.29 (100%)
Commissions $0	Avg. Trade Length 7y 5m 2w 1d	Expectancy $285,158.63

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	16	14	12	10	8	6	4	2