PBP
Philip B. Palmer Portfolio
Invests via CHATHAM CAPITAL GROUP Inc. | Managed by Kendal Strickland, Nikhil Patel
Invests via CHATHAM CAPITAL GROUP Inc.
Managed by Kendal Strickland, Nikhil Patel
Automatically Tracked
Philip B. Palmer Profile
With a distinguished career as an executive leader in the technology sector, Philip B. Palmer has significantly influenced market dynamics through strategic innovation and operational excellence. He has a proven record of steering organizations toward scalable growth, particularly within competitive tech landscapes. His extensive background includes leading product development initiatives that transformed traditional business models into forward-thinking digital platforms. Beyond his corporate achievements, he plays an active role in guiding emerging startups, contributing insights that foster entrepreneurial success and industry disruption. As a thought leader and advocate for technological advancement, his expertise remains integral to shaping the future of enterprise operations.
With a distinguished career as an executive leader in the technology sector, Philip B. Palmer has significantly influenced market dynamics through strategic innovation and operational excellence. He has a proven record of steering organizations toward scalable growth, particularly within competitive tech landscapes. His extensive background includes leading product development initiatives that transformed traditional business models into forward-thinking digital platforms. Beyond his corporate achievements, he plays an active role in guiding emerging startups, contributing insights that foster entrepreneurial success and industry disruption. As a thought leader and advocate for technological advancement, his expertise remains integral to shaping the future of enterprise operations.
Investment Philosophy & Strategy
Growth-oriented opportunities in the technology sector often capture the keen interest of Philip B. Palmer, whose deep experience drives a hands-on approach to nurturing innovation. Focusing on operational optimization and strategic execution, he seeks investments that can scale effectively within rapidly evolving markets. This entrepreneurial mindset fosters not only transformational ideas but also enhances competitive advantages for businesses poised for disruption. By leveraging his leadership acumen and insights into tech dynamics, he aims to unlock potential within companies committed to redefining their industries.
Growth-oriented opportunities in the technology sector often capture the keen interest of Philip B. Palmer, whose deep experience drives a hands-on approach to nurturing innovation. Focusing on operational optimization and strategic execution, he seeks investments that can scale effectively within rapidly evolving markets. This entrepreneurial mindset fosters not only transformational ideas but also enhances competitive advantages for businesses poised for disruption. By leveraging his leadership acumen and insights into tech dynamics, he aims to unlock potential within companies committed to redefining their industries.
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:
34.11%
Gain +0.33%
Monthly
0.32%
Yearly
3.91%
Drawdown
10.87%
$320.1M
Equity
Holdings
$320.1M
Investment
$115.53M
$204.56M
Profit +$1.03M
Realized
-$0
Unrealized
$204.56M
Dividends
$65.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.33%
Profit
$1.03M
Win %
69%
This Week
Compared To Last Week
Gain
0.32%
Profit
$1.03M
Win %
69%
This Month
Compared to last month
Gain
0.32%
Profit
$1.03M
Win %
69%
This Year
Compared to last year
Gain
8.2%
Profit
$24.27M
Win %
69%
FNMA Fannie Mae
+3.82%
+$8,293.8 
MSFT Microsoft Corp.
+2.15%
+$700,537.59 
INTC Intel Corporation
+2.12%
+$216,333.71 
JKHY Jack Henry & Associates, Inc.
+0.98%
+$29,502 
OMC Omnicom Group Inc.
+0.78%
+$162,816 
DY Dycom Industries Inc.
+0.75%
+$39,948.24 
KO The Coca-Cola Company
+0.69%
+$34,440 
XOM Exxon Mobil Corporation
+0.68%
+$10,590 
GD General Dynamics Corporation
+0.55%
+$165,075.22 
FLL Full House Resorts Inc.
+0.42%
+$250 
IBM International Business Machines Corporation
+0.15%
+$2,678.6 
BRK.B Berkshire Hathaway Inc.
+0.07%
+$21,403 
001957109
0%
$0 
02364J104
0%
$0 
143877108
0%
$0 
294821301
0%
$0 
449370105
0%
$0 
480236108
0%
$0 
55268B106
0%
$0 
635519101
0%
$0 
718154107
0%
$0 
887315109
0%
$0 
91288L105
0%
$0 
92923H889
0%
$0 
ADIC
0%
$0 
BARZ
0%
$0 
CA
0%
$0 
CLE
0%
$0 
CPS
0%
$0 
CPWR
0%
$0 
DNEX
0%
$0 
EMC
0%
$0 
EMF Templeton Emerging Markets Fund
0%
$0 
G
0%
$0 
HGSI
0%
$0 
LU
0%
$0 
MEDI
0%
$0 
MLNM
0%
$0 
MRD
0%
$0 
PLCM
0%
$0 
Q
0%
$0 
RD
0%
$0 
SBC
0%
$0 
SGP
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TQNT
0%
$0 
TSAI
0%
$0 
WSPTQ
0%
$0 
SUNW Sunworks Inc
-73.21%
-$0.1 
ORCL Oracle Corporation
-3.98%
-$40,240 
MRK Merck & Co., Inc.
-2.42%
-$127,359.89 
GE General Electric Company
-2.16%
-$86,875.49 
MS Morgan Stanley
-2.12%
-$159,599.65 
WMT Walmart Inc.
-1.79%
-$331,551 
HD The Home Depot, Inc.
-1.72%
-$55,880.46 
JNJ Johnson & Johnson
-1.67%
-$283,271.72 
BAC Bank of America Corporation
-1.39%
-$7,480 
PFE Pfizer Inc.
-1.2%
-$17,994.94 
CL Colgate-Palmolive Company
-1.13%
-$86,373 
CSCO Cisco Systems, Inc.
-1.11%
-$160,396.48 
KOPN Kopin Corporation
-1.05%
-$1,176 
BMY Bristol-Myers Squibb Company
-0.95%
-$10,471.37 
AIG American International Group Inc.
-0.87%
-$1,932.42 
DG Dollar General Corporation
-0.8%
-$108,663 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$43,820.76 
HVT Haverty Furniture Companies Inc.
-0.7%
-$2,268 
PG Procter & Gamble Co
-0.57%
-$5,202 
C Citigroup Inc.
-0.49%
-$1,030.59 
NOK Nokia Corporation Sponsored ADR
-0.2%
-$485.04 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$6,250.56 
ADP Automatic Data Processing Inc.
-0.01%
-$2,030.92 Events
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Dividends
Dividend Analysis
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| Trades 71 | Longs Won 29/71 40% | Profit Factor 23.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.14M |
| Average Win $7.37M | Best Trade (Aug 03) $35.03M | Sharpe Ratio -61.74 |
| Average Loss -$217,698.91 | Worst Trade (Jul 24) -$3.31M | Z-Score -1.44 (85.34%) |
| Commissions $0 | Avg. Trade Length 26y 7m 1w 5d | Expectancy $2.88M |
| 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% | 0.03% | 2.31% |
| Consecutive Losing Trades | 1,471 | 1,324 | 1,176 | 1,029 | 882 | 735 | 588 | 441 | 294 | 147 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Philip B. Palmer?
The largest contributions to the portfolio's profits come from the following stocks: Omnicom Group Inc - $10.01M, General Electric Company - $6.63M, General Dynamics Corporation - $5.48M, Johnson & Johnson - $4.74M, and Automatic Data Processing Inc - $4.47M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Philip B. Palmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $65.35M earned over time. The largest contributors to dividend income include Omnicom Group Inc - $10.01M, General Electric Company - $6.63M, General Dynamics Corporation - $5.48M, Johnson & Johnson - $4.74M, and Automatic Data Processing Inc - $4.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Philip B. Palmer's monthly returns?
Philip B. Palmer's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Philip B. Palmer's strategy be considered aggressive or moderate?
Philip B. Palmer's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Philip B. Palmer's strategy?
Philip B. Palmer'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.
