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:
227.98%
Gain -1.04%
Monthly
0.78%
Yearly
9.76%
Drawdown
35.59%
$1.08B
Equity
Holdings
$1.08B
Investment
$546.29M
$651.5M
Profit -$3.97M
Realized
$115.29M
Unrealized
$536.2M
Dividends
$222.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$3.97M
Win %
80%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$13M
Win %
80%
This Month
Compared to last month
Gain
-0.95%
Profit
-$10.39M
Win %
80%
This Year
Compared to last year
Gain
-0.8%
Profit
$23.04M
Win %
80%
EMC
EMC
+127.97%
+$793,198.51 DNEX
DNEX
+122.62%
+$246,764.98 G
G
+66.73%
+$1.39M RD
RD
+61.58%
+$693,754.32 CPS
CPS
+32.43%
+$182,701.04 
PLTR Palantir Technologies Inc.
+29.45%
+$69,208.7 ADIC
ADIC
+20.42%
+$13,406.29 
KOPN Kopin Corporation
+10.96%
+$12,054 
INTC Intel Corporation
+10.84%
+$1.11M MLNM
MLNM
+10.24%
+$2,770.58 
QCOM QUALCOMM Incorporated
+7.32%
+$313,252.82 
KLAC KLA Corporation
+6.95%
+$175,577.5 
AVGO Broadcom Inc.
+6.61%
+$160,636.29 
XSD SPDR S&P Semiconductor ETF
+6.14%
+$175,259.07 
APH Amphenol Corporation
+4.89%
+$94,321.95 
ASML ASML Holding N.V. New York Registry Shares
+4.22%
+$8,046.92 
LNN Lindsay Corporation
+4.01%
+$61,194.66 
IBM International Business Machines Corporation
+3.91%
+$104,046.33 
PLUS Eplus Inc.
+3.62%
+$138,661.29 4493
449370105
+3.56%
+$4,673.29 
KWR Quaker Chemical Corporation
+3.25%
+$85,733.79 
OMC Omnicom Group Inc.
+3.2%
+$708,464.42 
XBI SPDR S&P Biotech ETF
+3.1%
+$14,409.21 
MPC Marathon Petroleum Corporation
+3.08%
+$18,577.92 
AMGN Amgen Inc.
+2.94%
+$7,682.34 
OKE ONEOK, Inc.
+2.91%
+$11,842.56 
LOW Lowe's Companies Inc.
+2.84%
+$132,205.31 
NVDA NVIDIA Corporation
+2.56%
+$871,722.8 
FCBC First Community Bankshares Inc.
+2.21%
+$5,002.14 
MCD McDonald's Corporation
+2.04%
+$138,917.98 
AAPL Apple Inc.
+1.96%
+$457,709.35 
MRK Merck & Co., Inc.
+1.9%
+$212,400.93 
HTO SJW Group
+1.83%
+$27,867.79 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$403,230.72 
MDY SPDR S&P MidCap 400 ETF Trust
+1.78%
+$100,358.62 
IVV iShares Core S&P 500 ETF
+1.77%
+$18,884.9 
UNP Union Pacific Corporation
+1.76%
+$82,621.44 
RDVT Red Violet Inc.
+1.65%
+$28,790.14 
USPH U.S. Physical Therapy Inc.
+1.61%
+$22,703.71 
LH Labcorp Holdings Inc.
+1.6%
+$6,100.79 
BA Boeing Company
+1.57%
+$10,323.68 
VYM Vanguard High Dividend Yield ETF
+1.54%
+$17,271.38 
PFE Pfizer Inc.
+1.52%
+$33,680.88 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.5%
+$30,233.49 
ETN Eaton Corporation plc
+1.49%
+$4,375.25 
SH ProShares Short S&P500
+1.44%
+$68,439.05 
JPM JPMorgan Chase & Co.
+1.38%
+$76,947.52 
FDX FedEx Corporation
+1.33%
+$6,666.62 
VDE Vanguard Energy ETF
+1.27%
+$7,129.5 
GEV GE Vernova Inc.
+1.17%
+$248,947.69 
GOOGL Alphabet Inc
+1.11%
+$24,711.54 
V Visa Inc. Class A
+1.07%
+$22,939.78 
MSFT Microsoft Corp.
+1.06%
+$597,085.4 
SYBT Stock Yards Bancorp Inc.
+1.04%
+$43,972.62 
GD General Dynamics Corporation
+0.87%
+$272,129.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$2,022.75 
BRK.B Berkshire Hathaway Inc.
+0.8%
+$256,833.48 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$2,921.28 
GOOG Alphabet Inc
+0.77%
+$154,241.82 
WMT Walmart Inc.
+0.76%
+$170,142.84 
NEE NextEra Energy, Inc.
+0.75%
+$3,790.8 
BMY Bristol-Myers Squibb Company
+0.64%
+$16,631.61 
APD Air Products and Chemicals, Inc.
+0.6%
+$13,866.1 
AXP American Express Company
+0.58%
+$49,457.22 
GTY Getty Realty Corp.
+0.56%
+$10,467.86 
EPD Enterprise Products Partners L.P.
+0.47%
+$13,240.73 
VCR Vanguard Consumer Discretionary ETF
+0.37%
+$2,300.55 
CRAI CRA International Inc.
+0.34%
+$10,688.97 
SO The Southern Company
+0.33%
+$4,020.39 
HDV iShares Core High Dividend ETF
+0.31%
+$21,383.1 
VUSB Vanguard Ultra-Short Bond ETF
+0.3%
+$12,188.25 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.3%
+$3,388.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.29%
+$12,395.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.28%
+$12,121.46 
JPST JPMorgan Ultra-Short Income ETF
+0.28%
+$21,891.66 
FLOT iShares Floating Rate Bond ETF
+0.28%
+$6,868.45 
IBTI iShares iBonds Dec 2028 Term ETF
+0.27%
+$8,961.75 
IBTH iShares iBonds Dec 2027 Term
+0.27%
+$24,626.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.26%
+$3,207.6 MEDI
MEDI
+0.26%
+$162.84 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$1,275.66 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.21%
+$7,935 
MUNY Vanguard New York Tax-Exempt Bond Fund
+0.21%
+$1,239 
JNJ Johnson & Johnson
+0.2%
+$52,695.27 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.19%
+$8,583.75 
PSA Public Storage Common Stock
+0.18%
+$4,367.77 
MUB iShares National Muni Bond ETF
+0.18%
+$1,502.9 
FNMA Fannie Mae
+0.17%
+$360.6 
CPRT Copart Inc.
+0.17%
+$848 
SUB iShares Short-Term National Muni Bond ETF
+0.17%
+$1,561.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$4,245.2 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
+0.16%
+$26,295.75 
CSCO Cisco Systems, Inc.
+0.11%
+$25,360.27 
TMUS T-Mobile US, Inc.
+0.07%
+$2,446.97 
JKHY Jack Henry & Associates, Inc.
+0.06%
+$1,980 
TJX The TJX Companies, Inc.
+0.03%
+$1,605.3 
DY Dycom Industries Inc.
+0.02%
+$1,300.95 
MA Mastercard Incorporated
+0.02%
+$774.32 
CBZ CBIZ Inc.
+0.02%
+$597.85 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$1,642.1 
AAON Aaon Inc.
0%
$0 
ADUS Addus HomeCare Corporation
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CSX CSX Corporation
0%
$0 
FBNC First Bancorp, Inc.
0%
$0 
GE General Electric Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
PG Procter & Gamble Co
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WY Weyerhaeuser Company
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GLD SPDR Gold Shares
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 PLCM
PLCM
0%
$0 BARZ
BARZ
0%
$0 CPWR
CPWR
0%
$0 HGSI
HGSI
0%
$0 9128
91288L105
0%
$0 WSPT
WSPTQ
0%
$0 TSAI
TSAI
0%
$0 MRD
MRD
0%
$0 1438
143877108
0%
$0 4802
480236108
0%
$0 6355
635519101
0%
$0 7181
718154107
0%
$0 9292
92923H889
0%
$0 
SNV Synovus Financial Corp.
-85.9%
-$394,482.34 2948
294821301
-74.26%
-$30,534.01 
SUNW Sunworks Inc
-73.21%
-$0.1 5526
55268B106
-67.21%
-$2.21M Q
Q
-61.17%
-$2.94M TQNT
TQNT
-46.74%
-$22,177.37 0019
001957109
-37.81%
-$165,223.87 0236
02364J104
-37.16%
-$797,075.72 SBC
SBC
-35.58%
-$76,734.13 SGP
SGP
-27.95%
-$118,919.89 8873
887315109
-27.72%
-$301,917.36 CA
CA
-26.87%
-$290,718.39 LU
LU
-20.88%
-$110,865.62 
ORCL Oracle Corporation
-8.45%
-$487,885.91 CLE
CLE
-6.76%
-$14,478.32 
DELL Dell Technologies Inc.
-5.51%
-$19,274.74 
POWL Powell Industries Inc.
-5.03%
-$322,125.41 
VITL Vital Farms Inc.
-5%
-$41,120.64 
UTI Universal Technical Institute Inc.
-4.86%
-$127,293.3 
UFPT UFP Technologies Inc.
-4.77%
-$217,183.5 
HVT Haverty Furniture Companies Inc.
-4.57%
-$14,868 
LZB La-Z-Boy Inc.
-3.95%
-$134,502.12 
BEN Franklin Resources Inc.
-3.92%
-$254,506.5 
SHW The Sherwin-Williams Company
-3.77%
-$30,697.5 
MGRC McGrath RentCorp
-3.77%
-$136,080.23 
QLD ProShares Ultra QQQ
-3.41%
-$6,903 
VOX Vanguard Communication Services ETF
-3.33%
-$35,983.55 
EMR Emerson Electric Co.
-3.25%
-$11,010.67 
XAR SPDR S&P Aerospace & Defense ETF
-3.21%
-$12,014.91 
MMS Maximus Inc.
-3.15%
-$80,559.92 
IGV iShares Expanded Tech-Software Sector ETF
-2.91%
-$21,616.87 
CACI Caci International Inc.
-2.91%
-$18,518.18 
TXRH Texas Roadhouse Inc.
-2.48%
-$11,668.13 
HD The Home Depot, Inc.
-2.37%
-$191,989.18 
NOK Nokia Corporation Sponsored ADR
-2.35%
-$5,335.44 
MATX Matson Inc.
-2.34%
-$157,342.5 
AMZN Amazon.com Inc
-2.32%
-$38,840.88 
LMAT Lemaitre Vascular Inc.
-2.21%
-$106,588.05 
LOB Live Oak Bancshares Inc.
-2.19%
-$56,546.88 
VIS Vanguard Industrials ETF
-2.04%
-$26,603 
BBSI Barrett Business Services Inc.
-2.03%
-$54,398.72 
IWO iShares Russell 2000 Growth ETF
-2%
-$32,961.6 
DIS The Walt Disney Company
-1.99%
-$12,862.2 
UNH UnitedHealth Group Incorporated
-1.88%
-$15,987.07 
XNTK SPDR NYSE Technology ETF
-1.87%
-$7,394.52 
OSIS Osi Systems Inc.
-1.85%
-$68,573.06 
SCHA Schwab U.S. Small-Cap ETF
-1.81%
-$10,326.1 
XLI Industrial Select Sector SPDR Fund
-1.81%
-$4,591.56 
VGT Vanguard Information Technology ETF
-1.73%
-$292,545.92 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$281,524.8 
ICE Intercontinental Exchange, Inc.
-1.71%
-$95,477.2 
IWM iShares Russell 2000 ETF
-1.7%
-$46,906.79 
ABT Abbott Laboratories
-1.55%
-$35,789.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.51%
-$261,311.99 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$8,069.95 
CLMB Climb Global Solutions Inc.
-1.51%
-$38,070.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$30,261.3 
VB Vanguard Small-Cap ETF
-1.5%
-$544,954.5 
IWB iShares Russell 1000 ETF
-1.5%
-$8,433.18 
SCHX Schwab U.S. Large-Cap ETF
-1.47%
-$26,278.12 
IIIN Insteel Industries Inc.
-1.45%
-$35,942.85 
T AT&T Inc.
-1.44%
-$4,673.98 
CVX Chevron Corporation
-1.44%
-$9,649.38 
IWN iShares Russell 2000 Value ETF
-1.43%
-$4,526.09 
MTRN Materion Corporation
-1.35%
-$79,691.75 
SNEX StoneX Group Inc.
-1.26%
-$84,977.28 
ADP Automatic Data Processing Inc.
-1.23%
-$269,706.94 
IJH iShares Core S&P Mid-Cap ETF
-1.1%
-$11,898.6 
CI The Cigna Group
-1.07%
-$3,666.19 
COP ConocoPhillips
-1.02%
-$15,697.74 
VO Vanguard Mid-Cap ETF
-1.01%
-$30,756.48 
VZ Verizon Communications Inc.
-1.01%
-$2,721.6 
EMF Templeton Emerging Markets Fund
-0.98%
-$10,038 
CRVL CorVel Corporation
-0.92%
-$31,051.94 
SPGI S&P Global Inc.
-0.89%
-$8,723.4 
BAC Bank of America Corporation
-0.85%
-$19,427.68 
GS The Goldman Sachs Group, Inc.
-0.84%
-$20,172.46 
C Citigroup Inc.
-0.84%
-$1,803.51 
LQDT Liquidity Services Inc.
-0.81%
-$12,647.36 
DON WisdomTree U.S. MidCap Dividend Fund
-0.79%
-$3,220 
MRSH Marsh & McLennan Companies, Inc.
-0.72%
-$8,809.82 
INDA ISHARES MSCI INDIA ETF
-0.72%
-$2,511 
XOM Exxon Mobil Corporation
-0.71%
-$41,739.04 
LNT Alliant Energy Corporation
-0.69%
-$4,483.5 
RTX RTX Corporation
-0.66%
-$3,310.43 
COST Costco Wholesale Corporation
-0.65%
-$19,088.83 
CTBI Community Trust Bancorp Inc.
-0.61%
-$2,556 
SCHW Charles Schwab Corporation
-0.59%
-$28,304.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$4,729.21 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-0.59%
-$900 
LRCX Lam Research Corporation
-0.54%
-$13,165.21 
ABBV AbbVie Inc.
-0.53%
-$33,132.05 
EQT EQT Corporation
-0.5%
-$4,738.5 
ES Eversource Energy
-0.5%
-$2,003.04 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.49%
-$94,168.35 
VTV Vanguard Value ETF
-0.47%
-$7,941.15 
IXUS iShares Core International Stock ETF
-0.46%
-$12,328.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.45%
-$53,185.65 
FLL Full House Resorts Inc.
-0.44%
-$250 
GABC German American Bancorp Inc.
-0.43%
-$11,561.33 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$54,374.75 
META Meta Platforms Inc Class A
-0.39%
-$13,130.64 
PEP PepsiCo, Inc.
-0.38%
-$6,765.85 
DVY iShares Select Dividend ETF
-0.37%
-$4,978.72 
DG Dollar General Corporation
-0.36%
-$49,984.98 
KO The Coca-Cola Company
-0.34%
-$34,335.6 
HCI HCI Group, Inc.
-0.28%
-$14,785.41 
AIG American International Group Inc.
-0.27%
-$579.73 
PM Philip Morris International Inc.
-0.27%
-$913 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.16%
-$10,444.21 
VNQ Vanguard Real Estate ETF
-0.15%
-$607.5 
PSX Phillips 66
-0.14%
-$9,507 
IGRO iShares International Dividend Growth ETF
-0.1%
-$237.15 
XLV Health Care Select Sector SPDR Fund
-0.09%
-$722.4 
RLI RLI Corp.
-0.08%
-$1,277.15 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.08%
-$226.5 
KMI Kinder Morgan, Inc.
-0.06%
-$240 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.05%
-$5,119.15 
IAU iShares Gold Trust
-0.03%
-$6,248.9 
CMS CMS Energy Corporation
-0.01%
-$50.32 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 10473 | Longs Won 6913/10473 66% | Profit Factor 3.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $678,167.89 |
| Average Win $132,325.89 | Best Trade (Aug 11) $27.23M | Sharpe Ratio -22.72 |
| Average Loss -$75,437.76 | Worst Trade (Dec 30) -$19.29M | Z-Score -18.38 (100%) |
| Commissions $0 | Avg. Trade Length 4y 10m 2w | Expectancy $62,207.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 8,597 | $288,054.44 | $271,776.13 | - | -$16,278.31 | -5.65% | -37.809% |
| 0236 02364J104 | 40,720 | $1.68M | $1.35M | - | -$331,898.09 | -19.76% | -37.159% |
| 1438 143877108 | 10,225 | $187,000 | $187,000 | - | - | - | 0.0 |
| 2948 294821301 | 7,350 | $34,060.88 | $10,581.71 | - | -$23,479.17 | -68.93% | -74.264% |
| 4493 449370105 | 3,280 | $131,582.58 | $135,970.91 | - | $4,388.33 | 3.34% | +3.559% |
| 4802 480236108 | 10,350 | $413,435.2 | $413,435.2 | - | - | - | 0.0 |
| 5526 55268B106 | 71,535 | $2.92M | $1.08M | - | -$1.85M | -63.2% | -67.21% |
| 6355 635519101 | 7,150 | $352,511.63 | $352,511.63 | - | - | - | 0.0 |
| 7181 718154107 | 12,000 | $276,000 | $276,000 | - | - | - | 0.0 |
| 8873 887315109 | 15,065 | $1.14M | $787,082.64 | - | -$355,132.43 | -31.09% | -27.724% |
| 9128 91288L105 | 7,400 | $593,000 | $593,000 | - | - | - | 0.0 |
| 9292 92923H889 | 199,490 | $3.25M | $3.25M | - | - | - | 0.0 |
| AAON Aaon Inc. | 56,366 | $2.55M | $5.22M | - | $2.67M | 104.81% | 0.0 |
| AAPL Apple Inc. | 76,797 | $3.22M | $23.76M | - | $20.54M | 637.63% | +1.964% |
| ABBV AbbVie Inc. | 25,486 | $2.31M | $6.21M | - | $3.91M | 169.21% | -0.53% |
| ABT Abbott Laboratories | 21,560 | $2.74M | $2.27M | - | -$463,123.29 | -16.92% | -1.55% |
| ADIC ADIC | 8,075 | $67,469.95 | $79,050 | - | $11,580.05 | 17.16% | +20.423% |
| ADP Automatic Data Processing Inc. | 81,236.79 | $3.69M | $21.65M | - | $17.96M | 486.72% | -1.231% |
| ADUS Addus HomeCare Corporation | 18,836 | $1.76M | $2.2M | - | $441,158.37 | 25.08% | 0.0 |
| AIG American International Group Inc. | 2,760.6 | $3.61M | $216,927.95 | - | -$3.39M | -93.99% | -0.267% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: NVIDIA Corporation - $15.76M, Vanguard Small-Cap ETF - $14.15M, Johnson & Johnson - $13.17M, Omnicom Group Inc - $12.43M, and Boeing Company - $11.1M. 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: iShares MSCI Hong Kong ETF - $44.13M, EMC - $9.69M, Sunworks Inc - $4.29M, iShares MSCI Japan ETF - $3.91M, and 55268B106 - $3.42M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Philip B. Palmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $222.89M earned over time. The largest contributors to dividend income include Omnicom Group Inc - $12.31M, General Electric Company - $10.63M, Johnson & Johnson - $8.44M, American International Group Inc - $6.45M, and Citigroup Inc - $6.34M. 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 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 Philip B. Palmer's strategy be considered aggressive or moderate?
Philip B. Palmer'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 Philip B. Palmer's strategy?
Philip B. Palmer'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.
