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:
3.14%
Gain +0.01%
Monthly
0.33%
Yearly
3.98%
Drawdown
7.19%
$571.59M
Equity
Holdings
$571.59M
Investment
$118.71M
$1.2B
Profit +$5.35M
Realized
$747.38M
Unrealized
$452.88M
Dividends
$102.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$5.35M
Win %
92%
This Week
Compared To Last Week
Gain
0.39%
Profit
$2.19M
Win %
92%
This Month
Compared to last month
Gain
0.95%
Profit
$5.35M
Win %
92%
This Year
Compared to last year
Gain
9.16%
Profit
$47.96M
Win %
91%
AMZN Amazon.com Inc
+15.32%
+$86,952.78 
ETN Eaton Corporation plc
+7.32%
+$33,972 
GOOG Alphabet Inc
+6.88%
+$178,936.3 
GOOGL Alphabet Inc
+6.73%
+$99,317.4 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$59,893 
SOLS Sollensys Corp
+4.84%
+$28,158.62 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,087.2 
MSFT Microsoft Corp.
+3.02%
+$708,920.48 
NVDA NVIDIA Corporation
+2.93%
+$218,464.87 
CVX Chevron Corporation
+2.35%
+$24,588.8 
PSUS Pershing Square USA Ltd.
+2.15%
+$15,800 
CSCO Cisco Systems, Inc.
+2.14%
+$14,968.8 
LHX L3Harris Technologies, Inc.
+1.9%
+$50,304.92 
ORCL Oracle Corporation
+1.81%
+$69,069 
KMI Kinder Morgan, Inc.
+1.64%
+$9,680.32 
GE General Electric Company
+1.42%
+$16,810.25 
SLB Schlumberger Limited
+1.39%
+$3,009 
HONA Honeywell Aerospace Inc.
+1.18%
+$13,002.66 
URI United Rentals, Inc.
+0.99%
+$14,084.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,044 
UNP Union Pacific Corporation
+0.92%
+$29,743.91 
IBM International Business Machines Corporation
+0.86%
+$4,488.45 
GEV GE Vernova Inc.
+0.85%
+$7,537.17 
MCD McDonald's Corporation
+0.82%
+$36,555.37 
EMR Emerson Electric Co.
+0.79%
+$57,697.77 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,263.54 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,447.1 
IVV iShares Core S&P 500 ETF
+0.69%
+$10,782.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,700.52 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,775.3 
HON Honeywell International Inc.
+0.47%
+$23,225.28 
NSC Norfolk Southern Corporation
+0.46%
+$26,376.69 
PFE Pfizer Inc.
+0.4%
+$1,165 
PG Procter & Gamble Co
+0.37%
+$18,769.95 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$23,393.22 
BAC Bank of America Corporation
+0.36%
+$5,407.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,707.69 
MRK Merck & Co., Inc.
+0.32%
+$1,025.03 
PCT PureCycle Technologies, Inc.
+0.32%
+$1,611.34 
DOV Dover Corporation
+0.27%
+$11,424.04 
JPM JPMorgan Chase & Co.
+0.27%
+$50,951.76 
JNJ Johnson & Johnson
+0.21%
+$37,288.68 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$421 
MS Morgan Stanley
+0.17%
+$2,351.89 
ABT Abbott Laboratories
+0.09%
+$2,505.6 
DIS The Walt Disney Company
+0.03%
+$1,307.28 
AAPL Apple Inc.
-7.35%
-$25.21M 
SYK Stryker Corporation
-6.42%
-$67,020 
METV Roundhill Ball Metaverse ETF
-2.92%
-$5,500 
QCOM QUALCOMM Incorporated
-2.63%
-$134,032.42 
ABBV AbbVie Inc.
-2.51%
-$260,572.78 
BA Boeing Company
-2.15%
-$140,215.03 
APD Air Products and Chemicals, Inc.
-1.77%
-$3,961.26 
UNH UnitedHealth Group Incorporated
-1.68%
-$15,766.12 
HHH Howard Hughes Holdings Inc.
-1.46%
-$27,205.15 
NVS Novartis AG Sponsored ADR
-1.45%
-$40,991 
NKE Nike, Inc. - Class B
-1.37%
-$34,800 
LOW Lowe's Companies Inc.
-1.08%
-$8,626.01 
KO The Coca-Cola Company
-1.02%
-$31,946.4 
UPS United Parcel Service, Inc.
-1%
-$25,229.4 
XOM Exxon Mobil Corporation
-0.97%
-$89,732.97 
WAT Waters Corporation
-0.79%
-$61,782.16 
AMGN Amgen Inc.
-0.64%
-$72,356.77 
GS The Goldman Sachs Group, Inc.
-0.63%
-$22,615.17 
PEP PepsiCo, Inc.
-0.46%
-$5,288.32 
SEG Seaport Entertainment Group, Inc.
-0.42%
-$834.24 
HD The Home Depot, Inc.
-0.42%
-$6,972.34 
AXP American Express Company
-0.38%
-$13,969.89 
CL Colgate-Palmolive Company
-0.33%
-$8,049.9 
COST Costco Wholesale Corporation
-0.24%
-$5,506.13 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$224 
V Visa Inc. Class A
-0.04%
-$193.19 
UBER Uber Technologies, Inc.
-0.01%
-$88.8 Events
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Dividends
Dividend Analysis
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| Trades 4268 | Longs Won 2768/4268 64% | Profit Factor 1.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293.03M |
| Average Win $17.39M | Best Trade (Jun 30) $16.85B | Sharpe Ratio -15.33 |
| Average Loss -$31.29M | Worst Trade (Jun 30) -$3.01B | Z-Score 0.7 (51.64%) |
| Commissions $0 | Avg. Trade Length 7y 6m 1w 3d | Expectancy $281,221.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 99.39% | 99.57% | 99.68% | 99.76% | 99.82% | 99.86% | 99.9% | 99.94% | 99.97% |
| Consecutive Losing Trades | 18 | 16 | 15 | 13 | 11 | 9 | 7 | 5 | 4 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1.03M | $51.34M | $317.55M | - | $266.22M | 518.54% | -7.354% |
| ABBV AbbVie Inc. | 40,274 | $1.93M | $10.11M | - | $8.17M | 423.04% | -2.513% |
| ABT Abbott Laboratories | 27,840 | $614,755.01 | $2.94M | - | $2.33M | 378.68% | +0.085% |
| AMGN Amgen Inc. | 29,176 | $2.31M | $11.24M | - | $8.92M | 385.56% | -0.64% |
| AMZN Amazon.com Inc | 2,410 | $480,226.2 | $654,507.78 | - | $174,281.58 | 36.29% | +15.321% |
| APD Air Products and Chemicals, Inc. | 746 | $216,705.54 | $219,987.95 | - | $3,282.41 | 1.51% | -1.769% |
| AXP American Express Company | 11,000 | $490,398.75 | $3.7M | - | $3.21M | 654.23% | -0.376% |
| BA Boeing Company | 29,457 | $2.18M | $6.37M | - | $4.19M | 191.93% | -2.155% |
| BABA Alibaba Group Holding Limited SP ADR | 10,100 | $2.35M | $1.23M | - | -$1.11M | -47.44% | +5.098% |
| BAC Bank of America Corporation | 24,580 | $412,948.99 | $1.52M | - | $1.11M | 268.75% | +0.356% |
| BMY Bristol-Myers Squibb Company | 25,438 | $788,893.08 | $1.66M | - | $872,462.7 | 110.59% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 12,577 | $1.85M | $6.43M | - | $4.59M | 248.68% | +0.365% |
| CL Colgate-Palmolive Company | 26,833 | $984,980.68 | $2.45M | - | $1.46M | 148.72% | -0.328% |
| COST Costco Wholesale Corporation | 2,415 | $857,325 | $2.3M | - | $1.44M | 168.14% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 4,980 | $353,859.6 | $950,482.8 | - | $596,623.2 | 168.6% | +3.045% |
| CSCO Cisco Systems, Inc. | 6,160 | $299,721.5 | $714,498.4 | - | $414,776.9 | 138.39% | +2.14% |
| CVX Chevron Corporation | 5,440 | $654,957.59 | $1.07M | - | $415,797.61 | 63.48% | +2.35% |
| DIS The Walt Disney Company | 43,576 | $1.64M | $4.19M | - | $2.55M | 155.14% | +0.031% |
| DOV Dover Corporation | 20,400 | $494,074.05 | $4.17M | - | $3.68M | 744.86% | +0.274% |
| EMR Emerson Electric Co. | 48,896 | $1.58M | $7.33M | - | $5.75M | 363.76% | +0.794% |
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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 $102.82M earned over time. The largest contributors to dividend income include General Electric Company - $11.53M, Apple Inc - $8.72M, Citigroup Inc - $8.6M, Johnson & Johnson - $6.61M, and Exxon Mobil Corporation - $5.08M. 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.
