JMS

John M. Schulhoff Portfolio

Invests via Schulhoff & Co Inc | Managed by John M. Schulhoff
Invests via Schulhoff & Co Inc
Managed by John M. Schulhoff
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Tracking: 0 Updated: Yesterday at 09:30 PM
John M. Schulhoff Profile

With a robust background in finance and technology, John M. Schulhoff stands as an influential figure in the investment landscape. His career features significant experience as both an entrepreneur and investor, shaping innovative ventures within various sectors. Known for his strategic leadership, he has effectively guided growth initiatives and capital deployment strategies across startups and established companies alike. Schulhoff's commitment to operational excellence has earned him recognition among peers in corporate circles, particularly during critical turnaround phases of several organizations. He actively engages with emerging businesses to foster sustainable growth trajectories.

With a robust background in finance and technology, John M. Schulhoff stands as an influential figure in the investment landscape. His career features significant experience as both an entrepreneur and investor, shaping innovative ventures within various sectors. Known for his strategic leadership, he has effectively guided growth initiatives and capital deployment strategies across startups and established companies alike. Schulhoff's commitment to operational excellence has earned him recognition among peers in corporate circles, particularly during critical turnaround phases of several organizations. He actively engages with emerging businesses to foster sustainable growth trajectories.

Investment Philosophy & Strategy

With a sharp focus on innovation-driven ventures, John M. Schulhoff leverages his entrepreneurial experience to identify and nurture high-potential startups. His strategic insights guide capital allocation decisions aimed at fostering sustainable growth while maintaining operational efficiency. By prioritizing the integration of technology within traditional sectors, he positions investments for long-term success amidst dynamic market landscapes. Emphasizing adaptability in business models enables him to respond effectively to changing consumer demands and emerging trends, ensuring that each venture remains competitive and viable over time.

With a sharp focus on innovation-driven ventures, John M. Schulhoff leverages his entrepreneurial experience to identify and nurture high-potential startups. His strategic insights guide capital allocation decisions aimed at fostering sustainable growth while maintaining operational efficiency. By prioritizing the integration of technology within traditional sectors, he positions investments for long-term success amidst dynamic market landscapes. Emphasizing adaptability in business models enables him to respond effectively to changing consumer demands and emerging trends, ensuring that each venture remains competitive and viable over time.

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:
26.15%
Gain +1.31%
Monthly
0.25%
Yearly
3.07%
Drawdown
11.3%
$209.74M
Equity
Holdings
$209.74M
Investment
$91.24M
$118.5M
Profit +$2.7M
Realized
-$0
Unrealized
$118.5M
Dividends
$47.14M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.31%
Profit
$2.7M
Win %
69%
This Week
Compared To Last Week
Gain
1.32%
Profit
$2.73M
Win %
69%
This Month
Compared to last month
Gain
2.67%
Profit
$5.45M
Win %
69%
This Year
Compared to last year
Gain
6.29%
Profit
$12.4M
Win %
69%
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+4.61%
+$235,781.28
Eli Lilly and Company logo
LLY Eli Lilly and Company
+3.85%
+$534,191
Brown-Forman Corporation logo
BF-A Brown-Forman Corporation
+3.81%
+$168,324.85
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.79%
+$246,834.53
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+3.15%
+$32,148.8
Pfizer Inc. logo
PFE Pfizer Inc.
+2.96%
+$44,037.81
Dow Inc. logo
DOW Dow Inc.
+2.38%
+$1,809.48
Procter & Gamble Co logo
PG Procter & Gamble Co
+2.31%
+$460,426.26
Johnson & Johnson logo
JNJ Johnson & Johnson
+2.13%
+$383,614
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.85%
+$161,686.06
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+1.55%
+$22,523.01
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
+1.22%
+$332,097.5
Cintas Corporation logo
CTAS Cintas Corporation
+1.09%
+$96,120
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+0.81%
+$31,204.32
Cincinnati Financial Corporation logo
CINF Cincinnati Financial Corporation
+0.62%
+$105,651.63
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+0.58%
+$1,767.92
The Walt Disney Company logo
DIS The Walt Disney Company
+0.39%
+$3,396.32
Abbott Laboratories logo
ABT Abbott Laboratories
+0.35%
+$14,121.73
The Bank of New York Mellon Corporation logo
BK The Bank of New York Mellon Corporation
0%
$0
CVG
CVG
0%
$0
6070
607059102
0%
$0
ONE
ONE
0%
$0
PVN
PVN
0%
$0
BLS
BLS
0%
$0
SBC
SBC
0%
$0
0019
001957109
0%
$0
FO
FO
0%
$0
SGP
SGP
0%
$0
EC
EC
0%
$0
DJ
DJ
0%
$0
0309
030954101
0%
$0
LU
LU
0%
$0
0488
048825103
0%
$0
9344
934488107
0%
$0
5019
501917108
0%
$0
6116
611662107
0%
$0
6168
616880100
0%
$0
8816
881694103
0%
$0
1773
177342201
0%
$0
4376
437614100
0%
$0
7474
747402105
0%
$0
G
G
0%
$0
0266
026609107
0%
$0
BLC
BLC
0%
$0
OCAS
OCAS
0%
$0
HB
HB
0%
$0
1667
166751107
0%
$0
3376
33763V109
0%
$0
GLH
GLH
0%
$0
8323
832378301
0%
$0
9031
903192102
0%
$0
3623
362320103
0%
$0
6040
604059105
0%
$0
7507
750766107
0%
$0
1718
171870108
0%
$0
GOLD
GOLD
0%
$0
1717
171794100
0%
$0
4626
462613100
0%
$0
7181
718154107
0%
$0
0778
077853109
0%
$0
3022
302290101
0%
$0
1720
172062AB7
0%
$0
WFI
WFI
0%
$0
Newell Brands Inc. logo
NWL Newell Brands Inc.
-2.15%
-$1,021.2
Citigroup Inc. logo
C Citigroup Inc.
-1.81%
-$2,429.34
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-1.68%
-$25,966.08
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.26%
-$66,880.4
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
-1.16%
-$23,173.32
General Motors Company logo
GM General Motors Company
-1.13%
-$2,457.65
Aegon N.V. logo
AEG Aegon N.V.
-1.08%
-$1,046.26
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
-0.83%
-$4,888.09
Scotts Miracle-Gro Co. logo
SMG Scotts Miracle-Gro Co.
-0.76%
-$24,851.87
Schlumberger Limited logo
SLB Schlumberger Limited
-0.53%
-$5,686.72
Baxter International Inc. logo
BAX Baxter International Inc.
-0.36%
-$2,093.99
General Electric Company logo
GE General Electric Company
-0.2%
-$5,312.95
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Dividends

Dividend Analysis

Yearly
$
Trades
75
Longs Won
22/75 29%
Profit Factor
57.29
Profitability
Shorts Won
0/0 0%
Standard Deviation
$4.36M
Average Win
$5.48M
Best Trade
(Oct 14) $25.15M
Sharpe Ratio
0
Average Loss
-$39,721.44
Worst Trade
(Oct 14) -$768,617
Z-Score
-2.7 (100%)
Commissions
$0
Avg. Trade Length
27y 6m 3w 3d
Expectancy
$1.58M
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% 0.05% 2.66%
Consecutive Losing Trades 5,291 4,762 4,233 3,704 3,175 2,646 2,116 1,587 1,058 529
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
0019
001957109
6,023 $480,000 $480,000 - - -
0.0
0266
026609107
14,240 $929,000 $929,000 - - -
0.0
0309
030954101
7,010 $677,000 $677,000 - - -
0.0
0488
048825103
7,953 $581,000 $581,000 - - -
0.0
0778
077853109
29,796 $1.54M $1.54M - - -
0.0
1667
166751107
8,879 $788,000 $788,000 - - -
0.0
1717
171794100
3,400 $204,000 $204,000 - - -
0.0
1718
171870108
27,916 $626,000 $626,000 - - -
0.0
1720
172062AB7
1,850 $462,000 $462,000 - - -
0.0
1773
177342201
26,097 $202,000 $202,000 - - -
0.0
3022
302290101
60,300 $4.25M $4.25M - - -
0.0
3376
33763V109
107,561 $9.63M $9.63M - - -
0.0
3623
362320103
6,434 $389,000 $389,000 - - -
0.0
4376
437614100
10,000 $86,000 $86,000 - - -
0.0
4626
462613100
47,252 $1.04M $1.04M - - -
0.0
5019
501917108
69,761 $1.45M $1.45M - - -
0.0
6040
604059105
9,540 $674,000 $674,000 - - -
0.0
6070
607059102
4,280 $376,000 $376,000 - - -
0.0
6116
611662107
21,720 $997,000 $997,000 - - -
0.0
6168
616880100
26,759 $3.3M $3.3M - - -
0.0
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 John M. Schulhoff?
The largest contributions to the portfolio's profits come from the following stocks: Procter & Gamble Co - $7.77M, Johnson & Johnson - $5.22M, Cincinnati Financial Corporation - $5.17M, General Electric Company - $5.03M, and Bristol-Myers Squibb Company - $3.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does John M. Schulhoff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $47.14M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $7.77M, Johnson & Johnson - $5.22M, Cincinnati Financial Corporation - $5.17M, General Electric Company - $5.03M, and Bristol-Myers Squibb Company - $3.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John M. Schulhoff's monthly returns?
John M. Schulhoff's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can John M. Schulhoff's strategy be considered aggressive or moderate?
John M. Schulhoff'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 John M. Schulhoff's strategy?
John M. Schulhoff'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.
Account USV