Paige Johnson Roth Portfolio
Invests via Pine Haven Investment Counsel Inc. | Managed by Paige Johnson Roth
Invests via Pine Haven Investment Counsel Inc.
Managed by Paige Johnson Roth
Automatically Tracked
Paige Johnson Roth Profile
Paige Johnson Roth has carved a distinguished niche in the realm of finance as an entrepreneurial founder. With extensive experience spanning both public and private sectors, she has played pivotal roles in steering innovative ventures toward significant growth trajectories. Her background encompasses advisory engagements and operational leadership that have enhanced market positioning across diverse industries. This versatility enables her to navigate complex business landscapes adeptly, making her insights invaluable for early-stage companies looking to scale efficiently. Through her strategic vision and commitment to driving performance, she continues to foster impactful changes within the investment community.
Paige Johnson Roth has carved a distinguished niche in the realm of finance as an entrepreneurial founder. With extensive experience spanning both public and private sectors, she has played pivotal roles in steering innovative ventures toward significant growth trajectories. Her background encompasses advisory engagements and operational leadership that have enhanced market positioning across diverse industries. This versatility enables her to navigate complex business landscapes adeptly, making her insights invaluable for early-stage companies looking to scale efficiently. Through her strategic vision and commitment to driving performance, she continues to foster impactful changes within the investment community.
Investment Philosophy & Strategy
With a keen eye for transformative opportunities, Paige Johnson Roth emphasizes an entrepreneurial approach to investment decision-making. Her robust expertise in operational leadership informs her strategy to identify early-stage ventures poised for exponential growth. By harnessing insights from diverse sectors, she prioritizes investments that demonstrate scalability and innovation potential. Through thoughtful capital allocation and a commitment to fostering strong partnerships, she actively seeks out disruptive business models capable of capturing market share. This dynamic focus on value creation enables her to support companies navigating complex challenges while driving impactful change in the financial landscape.
With a keen eye for transformative opportunities, Paige Johnson Roth emphasizes an entrepreneurial approach to investment decision-making. Her robust expertise in operational leadership informs her strategy to identify early-stage ventures poised for exponential growth. By harnessing insights from diverse sectors, she prioritizes investments that demonstrate scalability and innovation potential. Through thoughtful capital allocation and a commitment to fostering strong partnerships, she actively seeks out disruptive business models capable of capturing market share. This dynamic focus on value creation enables her to support companies navigating complex challenges while driving impactful change in the financial landscape.
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:
58.47%
Gain +0.03%
Monthly
0.64%
Yearly
7.92%
Drawdown
16.9%
$154.17M
Equity
Holdings
$154.17M
Investment
$111.53M
$41.82M
Profit -$19,050.12
Realized
-$828,932.62
Unrealized
$42.64M
Dividends
$8.54M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
-$19,050.12
Win %
67%
This Week
Compared To Last Week
Gain
0.92%
Profit
$1.41M
Win %
67%
This Month
Compared to last month
Gain
-0.47%
Profit
-$733,875.18
Win %
67%
This Year
Compared to last year
Gain
3.36%
Profit
$5.03M
Win %
67%
INTC Intel Corporation
+13.6%
+$31,755.5 
AMD Advanced Micro Devices, Inc.
+9.18%
+$149,705.92 
META Meta Platforms Inc Class A
+9.18%
+$80,150.96 
QCOM QUALCOMM Incorporated
+7.45%
+$38,619.73 
AMAT Applied Materials, Inc.
+3.62%
+$92,579.21 
TSLA Tesla, Inc.
+3%
+$24,591.12 
NFLX Netflix, Inc.
+2.59%
+$15,549.6 
ESGE iShares ESG Aware MSCI EM ETF
+2.49%
+$17,036.42 
GOOG Alphabet Inc
+2.41%
+$53,402.2 
TJX The TJX Companies, Inc.
+2.09%
+$28,017.78 
GOOGL Alphabet Inc
+2.06%
+$108,971.79 
IWF iShares Russell 1000 Growth ETF
+2%
+$11,263.2 
DKS Dick's Sporting Goods, Inc.
+1.88%
+$3,255.53 
BA Boeing Company
+1.76%
+$11,820.09 
AMGN Amgen Inc.
+1.71%
+$41,882.37 
NKE Nike, Inc. - Class B
+1.59%
+$11,803.98 
SCHE Schwab Emerging Markets Equity ETF
+1.59%
+$4,926.87 
MRK Merck & Co., Inc.
+1.58%
+$33,184.72 
VWO Vanguard FTSE Emerging Markets ETF
+1.58%
+$4,378.56 
SCHW Charles Schwab Corporation
+1.53%
+$65,010.19 
DIS The Walt Disney Company
+1.46%
+$9,996 
ROK Rockwell Automation, Inc.
+1.44%
+$11,260.34 
NVDA NVIDIA Corporation
+1.38%
+$27,944.25 
NTES NetEase, Inc. American Depositary Receipt
+1.34%
+$3,120 
VEU Vanguard FTSE All-World ex-US ETF
+1.34%
+$8,438.08 
VOO Vanguard S&P 500 ETF
+1.33%
+$41,380.44 
SPY SPDR S&P 500 ETF Trust
+1.32%
+$27,371.87 
IWB iShares Russell 1000 ETF
+1.31%
+$5,902.21 
CAT Caterpillar Inc.
+1.3%
+$22,281.5 
FSLR First Solar, Inc.
+1.28%
+$2,434.99 
SUSA iShares MSCI USA ESG Select ETF
+1.26%
+$6,044.64 
BLK BlackRock, Inc.
+1.23%
+$13,796.89 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.17%
+$48,961.04 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+1.17%
+$4,279.79 
ICLN iShares Global Clean Energy ETF
+1.14%
+$2,137 
ISRG Intuitive Surgical, Inc.
+1.13%
+$8,148.44 
AMZN Amazon.com Inc
+1.12%
+$5,623.05 
EFA iShares MSCI EAFE ETF
+1.08%
+$11,522.61 
DE Deere & Company
+1.07%
+$29,075.04 
EMR Emerson Electric Co.
+1.04%
+$17,465.76 
IDXX IDEXX Laboratories, Inc.
+1.03%
+$7,284.5 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1%
+$8,235.07 
GILD Gilead Sciences Inc.
+0.85%
+$2,369.28 
IWR iShares Russell Mid-Cap ETF
+0.81%
+$10,081.75 
EXPD Expeditors International of Washington, Inc.
+0.8%
+$3,919.25 
SCHH Schwab U.S. REIT ETF
+0.79%
+$4,602.96 
ORCL Oracle Corporation
+0.77%
+$13,660.62 
JLL Jones Lang LaSalle Inc.
+0.77%
+$1,956.63 
WMT Walmart Inc.
+0.77%
+$4,508.36 
LLY Eli Lilly and Company
+0.77%
+$3,766.12 
TXN Texas Instruments Inc
+0.77%
+$2,513.27 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.77%
+$10,800.94 
MAR Marriott International Inc. - Class A
+0.74%
+$9,302.02 
JNJ Johnson & Johnson
+0.73%
+$17,641.44 
UL Unilever PLC Sponsored American Depositary Receipt
+0.73%
+$2,506.5 
AAPL Apple Inc.
+0.71%
+$97,413.19 
SCHA Schwab U.S. Small-Cap ETF
+0.66%
+$3,511.42 
SO The Southern Company
+0.61%
+$1,441.96 
VGSR Vert Global Sustainable Real Estate ETF
+0.6%
+$5,296.65 
AVGO Broadcom Inc.
+0.54%
+$5,142.31 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$2,976.37 
ECL Ecolab Inc.
+0.4%
+$2,971.11 
JPM JPMorgan Chase & Co.
+0.38%
+$4,912.44 
ABBV AbbVie Inc.
+0.34%
+$15,996.15 
SCHP Schwab U.S. TIPS ETF
+0.32%
+$3,925.63 
AGG iShares Core U.S. Aggregate Bond ETF
+0.26%
+$668.61 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.24%
+$5,041.63 
SAP SAP SE Sponsored ADR
+0.21%
+$1,005.4 
ABT Abbott Laboratories
+0.2%
+$4,733.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.15%
+$910.95 
TRMB Trimble Inc.
+0.13%
+$465.28 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.11%
+$1,012.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$321.12 
PG Procter & Gamble Co
+0.1%
+$1,737.68 
XLF Financial Select Sector SPDR Fund
+0.1%
+$212.85 
COST Costco Wholesale Corporation
+0.09%
+$4,324.46 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.08%
+$847.04 
V Visa Inc. Class A
+0.04%
+$559.05 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$116 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$76 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$50.25 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$74.48 
CRM Salesforce Inc
+0.02%
+$126.08 
BMY Bristol-Myers Squibb Company
+0.02%
+$35.61 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.01%
+$19.7 
CSCO Cisco Systems, Inc.
+0.01%
+$51.19 
MSFT Microsoft Corp.
0%
+$149.64 
XOM Exxon Mobil Corporation
-3.11%
-$95,462.76 
UNP Union Pacific Corporation
-2.71%
-$41,412.47 
CSX CSX Corporation
-2.37%
-$6,243.99 
SBUX Starbucks Corporation
-1.62%
-$65,694.09 
NSC Norfolk Southern Corporation
-1.43%
-$6,198.88 
PCAR PACCAR Inc.
-1.34%
-$3,134.1 
CVS CVS Health Corporation
-1.24%
-$4,687.1 
MNST Monster Beverage Corporation
-1.02%
-$7,589.4 
ROP Roper Technologies Inc.
-0.98%
-$2,238.59 
CL Colgate-Palmolive Company
-0.88%
-$9,715.86 
GNRC Generac Holdings Inc.
-0.79%
-$5,510.4 
BRK-B Berkshire Hathaway Inc.
-0.68%
-$32,024.4 
CMG Chipotle Mexican Grill, Inc.
-0.61%
-$7,531.9 
ES Eversource Energy
-0.6%
-$1,414.91 
NEE NextEra Energy, Inc.
-0.56%
-$3,346.65 
GLD SPDR Gold Shares
-0.56%
-$1,765.13 
AFL Aflac Inc.
-0.52%
-$1,476.2 
BRK-A Berkshire Hathaway Inc.
-0.48%
-$3,695.12 
HD The Home Depot, Inc.
-0.48%
-$2,262.26 
APD Air Products and Chemicals, Inc.
-0.44%
-$1,428.47 
PEP PepsiCo, Inc.
-0.43%
-$5,470.33 
CI The Cigna Group
-0.41%
-$1,986.88 
PM Philip Morris International Inc.
-0.4%
-$1,064 
WY Weyerhaeuser Company
-0.4%
-$981.5 
SYK Stryker Corporation
-0.32%
-$3,127.46 
KO The Coca-Cola Company
-0.29%
-$3,275.22 
TRV The Travelers Companies, Inc.
-0.22%
-$584.5 
MMM 3M Company
-0.21%
-$646.87 
TROW T. Rowe Price Group, Inc.
-0.16%
-$1,154.02 Events
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Dividends
Dividend Analysis
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| Trades 1384 | Longs Won 812/1384 58% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $285,871.23 |
| Average Win $65,196.05 | Best Trade (Sep 23) $6.58M | Sharpe Ratio -10.27 |
| Average Loss -$19,446.07 | Worst Trade (Sep 17) -$1.62M | Z-Score 0.46 (35.5%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w | Expectancy $30,213.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,589 | $7.21M | $13.74M | - | $6.53M | 90.65% | +0.714% |
| ABBV AbbVie Inc. | 17,973 | $2.46M | $4.76M | - | $2.3M | 93.15% | +0.337% |
| ABT Abbott Laboratories | 23,091 | $3.21M | $2.37M | - | -$832,774.41 | -25.97% | +0.2% |
| AFL Aflac Inc. | 2,420 | $168,916 | $280,042.4 | - | $111,126.4 | 65.79% | -0.524% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,729 | $270,426.58 | $262,543.44 | - | -$7,883.14 | -2.92% | +0.255% |
| AMAT Applied Materials, Inc. | 5,761 | $904,674.66 | $2.65M | - | $1.75M | 193.34% | +3.615% |
| AMD Advanced Micro Devices, Inc. | 2,912 | $480,039.93 | $1.78M | - | $1.3M | 270.78% | +9.183% |
| AMGN Amgen Inc. | 6,341 | $1.44M | $2.49M | - | $1.05M | 72.96% | +1.713% |
| AMZN Amazon.com Inc | 1,973 | $434,486.83 | $506,192.88 | - | $71,706.05 | 16.5% | +1.123% |
| APD Air Products and Chemicals, Inc. | 1,152 | $350,507.52 | $325,946.88 | - | -$24,560.64 | -7.01% | -0.436% |
| AVGO Broadcom Inc. | 2,660 | $233,784.55 | $956,384.91 | - | $722,600.36 | 309.09% | +0.541% |
| BA Boeing Company | 3,382 | $677,654.68 | $682,132.49 | - | $4,477.81 | 0.66% | +1.763% |
| BLK BlackRock, Inc. | 1,048 | $1.07M | $1.13M | - | $61,883.42 | 5.77% | +1.231% |
| BMY Bristol-Myers Squibb Company | 3,561 | $215,974.65 | $224,592.27 | - | $8,617.62 | 3.99% | +0.016% |
| BRK-A Berkshire Hathaway Inc. | 1 | $754,200 | $759,904.88 | - | $5,704.88 | 0.76% | -0.484% |
| BRK-B Berkshire Hathaway Inc. | 9,269 | $2.85M | $4.69M | - | $1.85M | 64.79% | -0.678% |
| CAT Caterpillar Inc. | 2,116 | $450,607.45 | $1.73M | - | $1.28M | 284.84% | +1.302% |
| CI The Cigna Group | 1,774 | $408,511.78 | $486,359.84 | - | $77,848.06 | 19.06% | -0.407% |
| CL Colgate-Palmolive Company | 12,618 | $1.07M | $1.09M | - | $27,339.82 | 2.56% | -0.88% |
| CMG Chipotle Mexican Grill, Inc. | 36,741 | $1.3M | $1.22M | - | -$81,838.47 | -6.28% | -0.613% |
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FAQ
Which stocks have generated the highest profits for Paige Johnson Roth?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $703,181.18, AbbVie Inc - $590,167.47, Microsoft Corp - $491,240.26, Applied Materials, Inc - $434,359.23, and Apple Inc - $424,653.03. 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: V.F. Corporation - $424,123.47, PayPal Holdings Inc - $332,962.23, The Boston Beer Company Inc - $318,748.52, Adobe Inc - $220,859.4, and Netflix, Inc - $208,536.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paige Johnson Roth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.54M earned over time. The largest contributors to dividend income include AbbVie Inc - $539,228.73, Starbucks Corporation - $454,162.77, Microsoft Corp - $439,829.18, Exxon Mobil Corporation - $383,546.62, and iShares ESG Aware MSCI EAFE ETF - $356,302.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paige Johnson Roth's monthly returns?
Paige Johnson Roth'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 Paige Johnson Roth's strategy be considered aggressive or moderate?
Paige Johnson Roth's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Paige Johnson Roth's strategy?
Paige Johnson Roth'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.
