DT
David Trice Portfolio
Invests via TEXAS PERMANENT SCHOOL FUND Corp. | Managed by David Trice
Invests via TEXAS PERMANENT SCHOOL FUND Corp.
Managed by David Trice
Automatically Tracked
David Trice Profile
David Trice leverages a rich background in corporate leadership and operational excellence within the technology sector. With extensive experience in driving growth strategies, he has played a pivotal role in developing innovative solutions that enhance competitive positioning. His insights into market dynamics enable him to navigate complex business landscapes effectively. As a seasoned entrepreneur, David's passion for fostering team collaboration aligns with his commitment to transforming visionary ideas into tangible results. This dedication not only drives operational success but also creates significant value across organizational platforms.
David Trice leverages a rich background in corporate leadership and operational excellence within the technology sector. With extensive experience in driving growth strategies, he has played a pivotal role in developing innovative solutions that enhance competitive positioning. His insights into market dynamics enable him to navigate complex business landscapes effectively. As a seasoned entrepreneur, David's passion for fostering team collaboration aligns with his commitment to transforming visionary ideas into tangible results. This dedication not only drives operational success but also creates significant value across organizational platforms.
Investment Philosophy & Strategy
With a strong entrepreneurial foundation, David Trice emphasizes innovation as the cornerstone of his investment approach. His insights into technological advancement enable him to identify opportunities that others might overlook. By prioritizing growth through transformative business models, he aims to leverage market inefficiencies for long-term success. Focusing on high-potential sectors, decision-making reflects a keen understanding of competitive dynamics and operational scalability. This strategic mindset allows for investments that not only drive superior returns but also foster sustainable development in emerging technologies.
With a strong entrepreneurial foundation, David Trice emphasizes innovation as the cornerstone of his investment approach. His insights into technological advancement enable him to identify opportunities that others might overlook. By prioritizing growth through transformative business models, he aims to leverage market inefficiencies for long-term success. Focusing on high-potential sectors, decision-making reflects a keen understanding of competitive dynamics and operational scalability. This strategic mindset allows for investments that not only drive superior returns but also foster sustainable development in emerging technologies.
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:
29.12%
Gain +0.03%
Monthly
0.28%
Yearly
3.47%
Drawdown
12.14%
$6.27B
Equity
Holdings
$6.27B
Investment
$2.82B
$3.45B
Profit +$1.66M
Realized
$6.88M
Unrealized
$3.45B
Dividends
$382.11M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.03%
Profit
$1.66M
Win %
97%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$54.04M
Win %
97%
This Month
Compared to last month
Gain
0.43%
Profit
$26.74M
Win %
97%
This Year
Compared to last year
Gain
8.41%
Profit
$486.59M
Win %
97%
BIG Big Lots, Inc.
+9.12%
+$1,481.55 
ATI ATI Inc.
+3.3%
+$155,136 
AMAT Applied Materials, Inc.
+3.03%
+$7.31M 
ADI Analog Devices, Inc.
+1.57%
+$650,937.14 
APC Arko Petroleum Corp.
+0.91%
+$31,042 
AMGN Amgen Inc.
+0.7%
+$1.18M 
AMD Advanced Micro Devices, Inc.
+0.63%
+$372,780 
BA Boeing Company
+0.35%
+$211,820 
ASH Ashland Inc.
+0.27%
+$10,501.1 
AES AES Corporation
+0.03%
+$849.5 
BBBYQ BED BATH & BEYOND INC
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
AVP Avon Products Inc
0%
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00070K103
0%
$0 0241
024182100
0%
$0 0477
04776G101
0%
$0 0635
06359F103
0%
$0 0654
065422100
0%
$0 0900
090078109
0%
$0 0982
098255105
0%
$0 
AGN Allergan PLC
-85.09%
-$6.88M 
AN AutoNation Inc.
-2.73%
-$481,770 
BUD Anheuser-Busch InBev S.A. ADR
-2.17%
-$583,621.5 
ADM Archer-Daniels-Midland Co
-2.06%
-$375,212.17 
AVY Avery Dennison Corporation
-1.57%
-$94,956.86 
ALL Allstate Corporation
-1.51%
-$1.03M 
ADBE Adobe Inc.
-1.35%
-$691,896 
BBY Best Buy Co., Inc.
-1.33%
-$207,333 
AEE Ameren Corporation
-1.17%
-$59,048 
BCC Boise Cascade Company
-1.15%
-$15,921 
APD Air Products and Chemicals, Inc.
-1.1%
-$323,572.76 
AEP American Electric Power Company, Inc.
-1.1%
-$143,913 
HRB H&R Block Inc.
-1%
-$74,160 
AFL Aflac Inc.
-0.94%
-$179,741 
BAX Baxter International Inc.
-0.93%
-$94,322.71 
BBT Beacon Financial Corporation
-0.89%
-$49,885 
ADP Automatic Data Processing Inc.
-0.82%
-$627,295.38 
APA APA Corporation
-0.81%
-$43,372.14 
AA Alcoa Corporation
-0.79%
-$46,037.56 
AON Aon plc
-0.72%
-$209,311.32 
A Agilent Technologies Inc.
-0.7%
-$220,801.52 
BDX Becton, Dickinson and Company
-0.69%
-$132,009.75 
BAC Bank of America Corporation
-0.68%
-$425,020 
AXP American Express Company
-0.54%
-$939,049.33 
AZO AutoZone Inc.
-0.45%
-$475,502.25 
AIG American International Group Inc.
-0.44%
-$15,449.41 
MO Altria Group, Inc.
-0.43%
-$233,400 
ADSK Autodesk, Inc.
-0.28%
-$118,695 
ABT Abbott Laboratories
-0.26%
-$348,331.5 
AAPL Apple Inc.
-0.22%
-$4.62M 
BALL Ball Corp.
-0.1%
-$12,288 Events
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Dividends
Dividend Analysis
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| Trades 506 | Longs Won 38/506 7% | Profit Factor 91.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $94.06M |
| Average Win $91.74M | Best Trade (Sep 18) $2.08B | Sharpe Ratio -115.04 |
| Average Loss -$81,693.52 | Worst Trade (Sep 09) -$37.48M | Z-Score -10.56 (100%) |
| Commissions $0 | Avg. Trade Length 23y 5m 3w 6d | Expectancy $6.83M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.13% | 0.74% | 3.26% | 11.75% | 36.38% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0002 000255104 | 131,100 | $7.42M | $7.42M | - | - | - | 0.0 |
| 0003 00030N101 | 829,183 | $23.71M | $23.71M | - | - | - | 0.0 |
| 0003 000340107 | 56,800 | $2.15M | $2.15M | - | - | - | 0.0 |
| 0007 00070K103 | 82,900 | $2.4M | $2.4M | - | - | - | 0.0 |
| 0009 000907107 | 165,800 | $670,000.01 | $670,000.01 | - | - | - | 0.0 |
| 0010 001044101 | 259,400 | $3.41M | $3.41M | - | - | - | 0.0 |
| 0010 001073109 | 14,800 | $484,000 | $484,000 | - | - | - | 0.0 |
| 0010 001094104 | 37,200 | $1.44M | $1.44M | - | - | - | 0.0 |
| 0011 001137107 | 129,400 | $5.27M | $5.27M | - | - | - | 0.0 |
| 0016 00161N101 | 134,600 | $6.79M | $6.79M | - | - | - | 0.0 |
| 0016 001698105 | 98,100 | $3.55M | $3.55M | - | - | - | 0.0 |
| 0018 00184A105 | 1.6M | $17.4M | $17.4M | - | - | - | 0.0 |
| 0021 002124106 | 731,395 | $9.41M | $9.41M | - | - | - | 0.0 |
| 0021 002161102 | 114,600 | $518,000 | $518,000 | - | - | - | 0.0 |
| 0023 00231G102 | 2.42M | $84.65M | $84.65M | - | - | - | 0.0 |
| 0025 002571104 | 78,000 | $4.6M | $4.6M | - | - | - | 0.0 |
| 0029 002911106 | 52,100 | $1.44M | $1.44M | - | - | - | 0.0 |
| 0029 002973304 | 728,300 | $13.82M | $13.82M | - | - | - | 0.0 |
| 0031 003111103 | 251,800 | $4.71M | $4.71M | - | - | - | 0.0 |
| 0041 004119109 | 209,500 | $8.67M | $8.67M | - | - | - | 0.0 |
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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 David Trice?
The largest contributions to the portfolio's profits come from the following stocks: American International Group Inc - $56.88M, Altria Group, Inc - $50.2M, Apple Inc - $42M, Amgen Inc - $37.53M, and Abbott Laboratories - $30.53M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does David Trice's portfolio generate?
The portfolio generates substantial dividend income, with a total of $382.11M earned over time. The largest contributors to dividend income include American International Group Inc - $56.88M, Altria Group, Inc - $50.2M, Apple Inc - $42M, Amgen Inc - $37.53M, and Abbott Laboratories - $30.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Trice's monthly returns?
David Trice's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David Trice's strategy be considered aggressive or moderate?
David Trice's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Trice's strategy?
David Trice's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
