BAR
Bradley A. Ruppert Portfolio
Invests via Lcnb Corp | Managed by Bradley A. Ruppert
Invests via Lcnb Corp
Managed by Bradley A. Ruppert
Automatically Tracked
Bradley A. Ruppert Profile
With a strong background in corporate finance and strategic investment, Bradley A. Ruppert has made significant contributions to the financial landscape through his leadership roles in various industries. His expertise lies at the intersection of business operations and capital markets, positioning him as a knowledgeable advisor to companies seeking growth opportunities. Leveraging a keen understanding of market dynamics, he has played an instrumental role in guiding organizations towards achieving their long-term objectives while optimizing resource allocation. His experience encompasses fostering innovation within established frameworks, ultimately enabling firms to adapt and thrive amidst evolving economic conditions.
With a strong background in corporate finance and strategic investment, Bradley A. Ruppert has made significant contributions to the financial landscape through his leadership roles in various industries. His expertise lies at the intersection of business operations and capital markets, positioning him as a knowledgeable advisor to companies seeking growth opportunities. Leveraging a keen understanding of market dynamics, he has played an instrumental role in guiding organizations towards achieving their long-term objectives while optimizing resource allocation. His experience encompasses fostering innovation within established frameworks, ultimately enabling firms to adapt and thrive amidst evolving economic conditions.
Investment Philosophy & Strategy
Bradley A. Ruppert navigates investment landscapes by employing a balanced approach that combines operational insight with strategic foresight. His decisions are shaped by extensive experience in corporate finance, allowing him to identify unique opportunities within complex market environments. By focusing on enhancing business efficiencies and fostering innovative practices, he supports organizations in achieving sustainable growth trajectories. In this ever-evolving economic backdrop, his commitment to agile thinking enables companies to remain competitive while driving value creation through resource optimization.
Bradley A. Ruppert navigates investment landscapes by employing a balanced approach that combines operational insight with strategic foresight. His decisions are shaped by extensive experience in corporate finance, allowing him to identify unique opportunities within complex market environments. By focusing on enhancing business efficiencies and fostering innovative practices, he supports organizations in achieving sustainable growth trajectories. In this ever-evolving economic backdrop, his commitment to agile thinking enables companies to remain competitive while driving value creation through resource optimization.
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:
48.95%
Gain -0.26%
Monthly
0.67%
Yearly
8.36%
Drawdown
16.6%
$208.62M
Equity
Holdings
$208.62M
Investment
$95.09M
$113.53M
Profit -$546,038.32
Realized
-$0
Unrealized
$113.53M
Dividends
$32.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$546,038.32
Win %
77%
This Week
Compared To Last Week
Gain
0.05%
Profit
$110,566.56
Win %
77%
This Month
Compared to last month
Gain
1.36%
Profit
$2.79M
Win %
77%
This Year
Compared to last year
Gain
11.26%
Profit
$21.11M
Win %
77%
MRK Merck & Co., Inc.
+3.8%
+$55,509.97 
PEP PepsiCo, Inc.
+1.55%
+$29,351.03 
JPM JPMorgan Chase & Co.
+1.16%
+$47,709.2 
TJX The TJX Companies, Inc.
+0.95%
+$10,931.72 
ACN Accenture plc Class A
+0.66%
+$5,063.84 
AAPL Apple Inc.
+0.49%
+$71,311.24 
DIS The Walt Disney Company
+0.38%
+$2,695.75 
ABT Abbott Laboratories
+0.35%
+$7,867.08 
XRAY Dentsply Sirona Inc.
+0.06%
+$19.5 
TFSL TFS Financial Corp.
+0.03%
+$99 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$288.15 
ABBV AbbVie Inc.
0%
-$0.06 
ADP Automatic Data Processing Inc.
0%
-$0.07 
AMGN Amgen Inc.
0%
$0 
BAX Baxter International Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DHR Danaher Corporation
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ESSA Essa Bancorp Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
FDX FedEx Corporation
0%
$0 
FFBC First Financial Bancorp.
0%
$0 
GE General Electric Company
0%
$0 
GIS General Mills, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HON Honeywell International Inc.
0%
$0 
HSY The Hershey Company
0%
+$0.03 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.03 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KEY KeyCorp
0%
$0 
KO The Coca-Cola Company
0%
$0 
LCNB Lcnb Corporation
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.05 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
-$0.03 
MCD McDonald's Corporation
0%
-$0.07 
MDT Medtronic plc
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MMM 3M Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
+$0.03 
NVS Novartis AG Sponsored ADR
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.51 
SBUX Starbucks Corporation
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SO The Southern Company
0%
$0 
T AT&T Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
VFC V.F. Corporation
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WU Western Union Co.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.05 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
-$0.02 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EPP iShares MSCI Pacific ex Japan ETF
0%
$0 
IBB iShares Biotechnology ETF
0%
+$0.04 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.07 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
-$0.02 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
PBCT People's United Financial Inc
0%
$0 
ISBC Investors Bancorp Inc
0%
$0 
BPL Buckeye Partners LP
0%
$0 
UTX United Technologies Corp
0%
$0 CVG
CVG
0%
$0 PX
PX
0%
$0 PCLN
PCLN
0%
$0 ESRX
ESRX
0%
$0 SE
SE
0%
$0 0016
00162Q866
0%
$0 
ORCL Oracle Corporation
-8.83%
-$172,014.7 
ETN Eaton Corporation plc
-4.54%
-$168,017.55 
CAT Caterpillar Inc.
-3.08%
-$94,248.08 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$190,020.02 
QCOM QUALCOMM Incorporated
-2.4%
-$29,925.92 
TROW T. Rowe Price Group, Inc.
-1.75%
-$7,025.13 
GOOGL Alphabet Inc
-1.74%
-$88,784.26 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$16,098.69 
FISV Fiserv, Inc.
-1.26%
-$4,030.88 
BA Boeing Company
-0.98%
-$3,374.52 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$2,938.25 
DTD WisdomTree U.S. Total Dividend Fund
0%
-$50.98 Events
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Dividends
Dividend Analysis
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| Trades 110 | Longs Won 77/110 70% | Profit Factor 19.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.22M |
| Average Win $1.55M | Best Trade (Oct 15) $14.95M | Sharpe Ratio 0 |
| Average Loss -$185,751.27 | Worst Trade (Oct 15) -$3.37M | Z-Score 6.92 (100%) |
| Commissions $0 | Avg. Trade Length 9y 9m 2w 6d | Expectancy $1.03M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,124 | 1,011 | 899 | 787 | 674 | 562 | 449 | 337 | 225 | 112 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0016 00162Q866 | 40,550 | $511 | $511 | - | - | - | 0.0 |
| AAPL Apple Inc. | 42,196 | $1.22M | $14.47M | - | $13.25M | 1,084.25% | +0.495% |
| ABBV AbbVie Inc. | 5,988 | $374,968.56 | $1.64M | - | $1.27M | 338.13% | 0.0 |
| ABT Abbott Laboratories | 21,853 | $839,373.73 | $2.25M | - | $1.41M | 168.08% | +0.351% |
| ACN Accenture plc Class A | 3,617 | $423,659.21 | $777,510.36 | - | $353,851.15 | 83.52% | +0.656% |
| ADP Automatic Data Processing Inc. | 7,054 | $725,010.12 | $1.95M | - | $1.22M | 168.44% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,530 | $381,451.8 | $334,326.3 | - | -$47,125.5 | -12.35% | 0.0 |
| AMGN Amgen Inc. | 2,847 | $416,259.87 | $1.18M | - | $759,095.61 | 182.36% | 0.0 |
| BA Boeing Company | 1,844 | $287,073.9 | $340,513.04 | - | $53,439.14 | 18.62% | -0.981% |
| BAX Baxter International Inc. | 6,465 | $286,658.1 | $160,913.85 | - | -$125,744.25 | -43.87% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 15,903 | $1.32M | $1.16M | - | -$159,666.14 | -12.09% | 0.0 |
| BLK BlackRock, Inc. | 837 | $318,511.98 | $892,342.44 | - | $573,830.46 | 180.16% | 0.0 |
| BMY Bristol-Myers Squibb Company | 4,508 | $263,447.52 | $255,468.36 | - | -$7,979.16 | -3.03% | 0.0 |
| BPL Buckeye Partners LP | 3,550 | $235 | $235 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,921 | $313,084.57 | $1M | - | $687,256.97 | 219.51% | +0.029% |
| BSV Vanguard Short-Term Bond ETF | 5,352 | $425,216.4 | $408,732.24 | - | -$16,484.16 | -3.88% | 0.0 |
| CAT Caterpillar Inc. | 3,960 | $367,250.4 | $2.97M | - | $2.6M | 707.61% | -3.08% |
| CHRW C.H. Robinson Worldwide, Inc. | 8,065 | $590,841.9 | $1.11M | - | $521,886.15 | 88.33% | 0.0 |
| CINF Cincinnati Financial Corporation | 37,337 | $2.83M | $6.18M | - | $3.36M | 118.67% | 0.0 |
| CSCO Cisco Systems, Inc. | 20,549 | $620,990.78 | $2.36M | - | $1.74M | 280.77% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Bradley A. Ruppert?
The largest contributions to the portfolio's profits come from the following stocks: Lcnb Corporation - $5.52M, Procter & Gamble Co - $2.46M, Chevron Corporation - $1.2M, iShares Core MSCI EAFE ETF - $1.07M, and Cincinnati Financial Corporation - $1.01M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Bradley A. Ruppert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.76M earned over time. The largest contributors to dividend income include Lcnb Corporation - $5.52M, Procter & Gamble Co - $2.46M, Chevron Corporation - $1.2M, iShares Core MSCI EAFE ETF - $1.07M, and Cincinnati Financial Corporation - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley A. Ruppert's monthly returns?
Bradley A. Ruppert'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 Bradley A. Ruppert's strategy be considered aggressive or moderate?
Bradley A. Ruppert'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 Bradley A. Ruppert's strategy?
Bradley A. Ruppert'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.
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