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:
26.49%
Gain -0.37%
Monthly
0.29%
Yearly
3.51%
Drawdown
12.14%
$6.29B
Equity
Holdings
$6.29B
Investment
$2.82B
$3.48B
Profit -$23.3M
Realized
$6.88M
Unrealized
$3.47B
Dividends
$376.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$23.3M
Win %
97%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$27.29M
Win %
97%
This Month
Compared to last month
Gain
2.61%
Profit
$160.21M
Win %
97%
This Year
Compared to last year
Gain
8.83%
Profit
$511.05M
Win %
97%
BIG Big Lots, Inc.
+9.12%
+$1,481.55 
AA Alcoa Corporation
+4.95%
+$273,114.74 
AN AutoNation Inc.
+3.06%
+$614,080 
BUD Anheuser-Busch InBev S.A. ADR
+2.78%
+$775,309.5 
BCC Boise Cascade Company
+2.33%
+$31,659 
APA APA Corporation
+1.68%
+$70,333.2 
AEP American Electric Power Company, Inc.
+1.66%
+$233,927.08 
AEE Ameren Corporation
+1.49%
+$80,032 
ADM Archer-Daniels-Midland Co
+1.01%
+$180,351 
AMD Advanced Micro Devices, Inc.
+0.94%
+$555,900 
ASH Ashland Inc.
+0.91%
+$34,266.74 
AVY Avery Dennison Corporation
+0.7%
+$38,477 
AMGN Amgen Inc.
+0.62%
+$1M 
AFL Aflac Inc.
+0.55%
+$112,132 
ABT Abbott Laboratories
+0.46%
+$593,453.67 
BBY Best Buy Co., Inc.
+0.45%
+$63,351.75 
BAC Bank of America Corporation
+0.38%
+$252,860 
AES AES Corporation
+0.3%
+$7,645.5 
ADI Analog Devices, Inc.
+0.24%
+$104,104 
BA Boeing Company
+0.22%
+$136,170 
MO Altria Group, Inc.
+0.19%
+$108,920 
ATI ATI Inc.
+0.08%
+$4,096 
APD Air Products and Chemicals, Inc.
+0.06%
+$19,532.59 
APC Arko Petroleum Corp.
+0.05%
+$1,826 
ALL Allstate Corporation
+0.03%
+$21,736 
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0%
$0 
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0%
$0 
099040103
0%
$0 
099173100
0%
$0 
099896104
0%
$0 
2886E1080
0%
$0 
3073E1050
0%
$0 
3934E1080
0%
$0 
7612E1060
0%
$0 
ABI
0%
$0 
ABKFQ
0%
$0 
ABS
0%
$0 
ACS
0%
$0 
ACV
0%
$0 
ADCT
0%
$0 
AET
0%
$0 
AHC
0%
$0 
AIV
0%
$0 
ALTR
0%
$0 
AM
0%
$0 
AMCC
0%
$0 
ANDW
0%
$0 
APCC
0%
$0 
APOL
0%
$0 
ASD
0%
$0 
ASO
0%
$0 
AT
0%
$0 
ATH
0%
$0 
AV
0%
$0 
AVP Avon Products Inc
0%
$0 
AW
0%
$0 
AWE
0%
$0 
AYE
0%
$0 
BBBYQ BED BATH & BEYOND INC
0%
$0 
BBHYL
0%
$0 
BCR
0%
$0 
BDK
0%
$0 
BHI
0%
$0 
BJS
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BLS
0%
$0 
BMC
0%
$0 
BMET
0%
$0 
BMS
0%
$0 
BOL
0%
$0 
BSC
0%
$0 
ONE
0%
$0 
T
0%
$0 
AGN Allergan PLC
-85.09%
-$6.88M 
ADSK Autodesk, Inc.
-2.67%
-$1.09M 
ADBE Adobe Inc.
-2.25%
-$1.04M 
AON Aon plc
-1.65%
-$584,105 
AIG American International Group Inc.
-1.6%
-$60,159.07 
AMAT Applied Materials, Inc.
-1.33%
-$4.34M 
AXP American Express Company
-1.09%
-$2.12M 
AAPL Apple Inc.
-0.97%
-$19.65M 
ADP Automatic Data Processing Inc.
-0.73%
-$508,013.3 
HRB H&R Block Inc.
-0.72%
-$47,792 
BBT Beacon Financial Corporation
-0.33%
-$18,140 
AZO AutoZone Inc.
-0.25%
-$282,000 
BAX Baxter International Inc.
-0.23%
-$21,935.51 
BALL Ball Corp.
-0.2%
-$25,600 
BDX Becton, Dickinson and Company
-0.12%
-$19,009.4 
A Agilent Technologies Inc.
-0.02%
-$6,077.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 506 | Longs Won 38/506 7% | Profit Factor 91.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $91.31M |
| Average Win $92.38M | Best Trade (Jul 22) $2.01B | Sharpe Ratio -118.51 |
| Average Loss -$81,561.78 | Worst Trade (Jul 22) -$37.31M | Z-Score -10.56 (100%) |
| Commissions $0 | Avg. Trade Length 23y 3m 4w 1d | Expectancy $6.88M |
| 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% | 0.08% | 0.52% | 2.53% | 10.03% | 33.77% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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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 - $40.33M, Amgen Inc - $36.42M, and Abbott Laboratories - $29.72M. 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 $376.65M earned over time. The largest contributors to dividend income include American International Group Inc - $56.88M, Altria Group, Inc - $50.2M, Apple Inc - $40.33M, Amgen Inc - $36.42M, and Abbott Laboratories - $29.72M. 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.
