D. Patrick Franklin Portfolio
Invests via First International Bank & Trust | Managed by D. Patrick Franklin
Invests via First International Bank & Trust
Managed by D. Patrick Franklin
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D. Patrick Franklin Profile
D. Patrick Franklin has established a notable career as an operating executive with extensive experience in financial services and corporate governance. His leadership roles within various public and private companies have positioned him at the forefront of strategic decision-making processes, where he has effectively driven growth initiatives and operational efficiencies. With a background steeped in entrepreneurial ventures, Franklin brings a unique perspective to board-level engagements, making substantial contributions to organizational direction and performance enhancement. His profound understanding of market dynamics further enriches his capability in steering organizations toward long-term success.
D. Patrick Franklin has established a notable career as an operating executive with extensive experience in financial services and corporate governance. His leadership roles within various public and private companies have positioned him at the forefront of strategic decision-making processes, where he has effectively driven growth initiatives and operational efficiencies. With a background steeped in entrepreneurial ventures, Franklin brings a unique perspective to board-level engagements, making substantial contributions to organizational direction and performance enhancement. His profound understanding of market dynamics further enriches his capability in steering organizations toward long-term success.
Investment Philosophy & Strategy
Growth opportunities in the financial services sector are ripe for exploration, particularly with leadership talent like D. Patrick Franklin at the helm of organizations seeking transformation. His blend of operational acumen and entrepreneurial insights fosters an environment where strategic innovations can flourish, allowing businesses to adapt swiftly to market demands. Prioritizing robust governance alongside growth metrics positions him uniquely to capitalize on emerging trends while enhancing performance standards across boardrooms. The ability to align diverse stakeholders under a unified vision not only drives sustainable success but also reinforces organizational resilience in competitive landscapes.
Growth opportunities in the financial services sector are ripe for exploration, particularly with leadership talent like D. Patrick Franklin at the helm of organizations seeking transformation. His blend of operational acumen and entrepreneurial insights fosters an environment where strategic innovations can flourish, allowing businesses to adapt swiftly to market demands. Prioritizing robust governance alongside growth metrics positions him uniquely to capitalize on emerging trends while enhancing performance standards across boardrooms. The ability to align diverse stakeholders under a unified vision not only drives sustainable success but also reinforces organizational resilience in competitive landscapes.
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:
42.87%
Gain -0.65%
Monthly
0.57%
Yearly
7.11%
Drawdown
17.94%
$239.66M
Equity
Holdings
$239.66M
Investment
$186.6M
$64.27M
Profit -$1.39M
Realized
$11.21M
Unrealized
$53.06M
Dividends
$21.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$1.39M
Win %
76%
This Week
Compared To Last Week
Gain
0.19%
Profit
$444,260.6
Win %
76%
This Month
Compared to last month
Gain
-1.07%
Profit
-$2.59M
Win %
76%
This Year
Compared to last year
Gain
9.89%
Profit
$21.57M
Win %
76%
MSFT Microsoft Corp.
+1.71%
+$32,594.61 
CVX Chevron Corporation
+1.19%
+$10,012.55 
XOM Exxon Mobil Corporation
+0.9%
+$2,648.03 
IBM International Business Machines Corporation
+0.79%
+$1,508.65 
AMZN Amazon.com Inc
+0.77%
+$5,579.11 
ALKT Alkami Technology, Inc.
+0.75%
+$6,251.85 
V Visa Inc. Class A
+0.64%
+$2,415.95 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$4,225.32 
DXJ WisdomTree Japan Hedged Equity Fund
+0.44%
+$108,426.92 
IWP iShares Russell Mid-Cap Growth ETF
+0.28%
+$590.46 
VUG Vanguard Growth ETF
+0.22%
+$1,722.54 
XLC Communication Services Select Sector SPDR Fund
+0.2%
+$625.9 
AESR Anfield U.S. Equity Sector Rotation Fund
+0.18%
+$25,056.71 
KO The Coca-Cola Company
+0.14%
+$350.03 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$1,578.4 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$545.71 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$930.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.01%
+$204.92 
AFIF
0%
$0 
LOW Lowe's Companies Inc.
-2.23%
-$4,659.3 
AAPL Apple Inc.
-2.09%
-$26,656.58 
DE Deere & Company
-2.05%
-$25,553.48 
BA Boeing Company
-1.72%
-$3,690 
WMT Walmart Inc.
-1.66%
-$34,697.8 
AXP American Express Company
-0.92%
-$17,183.9 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$3,064.58 
COST Costco Wholesale Corporation
-0.77%
-$12,860.92 
VNQ Vanguard Real Estate ETF
-0.66%
-$7,053.42 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.63%
-$1,810.94 
PM Philip Morris International Inc.
-0.54%
-$1,576.64 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$17,126.9 
ABBV AbbVie Inc.
-0.52%
-$1,351.68 
AMGN Amgen Inc.
-0.51%
-$1,787.88 
MCD McDonald's Corporation
-0.45%
-$842.3 
CSCO Cisco Systems, Inc.
-0.45%
-$2,220 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.42%
-$64,256.4 
XLF Financial Select Sector SPDR Fund
-0.4%
-$1,271.03 
VTV Vanguard Value ETF
-0.39%
-$1,659.2 
VZ Verizon Communications Inc.
-0.28%
-$1,281.11 
ADP Automatic Data Processing Inc.
-0.28%
-$1,502.21 
XMHQ Invesco S&P MidCap Quality ETF
-0.25%
-$31,656.24 
VO Vanguard Mid-Cap ETF
-0.24%
-$546 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.2%
-$54,385.1 
SPHQ Invesco S&P 500 Quality ETF
-0.17%
-$78,417.22 
MUB iShares National Muni Bond ETF
-0.16%
-$3,536.05 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$4,299.15 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$4,850.1 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.11%
-$543.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$1,329.96 
CSR Centerspace Inc.
-0.06%
-$135.1 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$12,294.66 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$5,149.2 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$491.84 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,117.46 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$556.91 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$230 Events
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Dividends
Dividend Analysis
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| Trades 914 | Longs Won 498/914 54% | Profit Factor 6.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $501,004.99 |
| Average Win $152,984.33 | Best Trade (Jul 22) $8.09M | Sharpe Ratio -18.93 |
| Average Loss -$28,642.1 | Worst Trade (Mar 31) -$2.57M | Z-Score 0.21 (16.8%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w | Expectancy $70,317.33 |
| 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 | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
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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 D. Patrick Franklin?
The largest contributions to the portfolio's profits come from the following stocks: Anfield U.S. Equity Sector Rotation Fund - $5.13M, SPDR Portfolio S&P 400 Mid Cap ETF - $4.22M, VanEck Morningstar Wide Moat Fund - $4.11M, SPDR S&P 500 ETF Trust - $3.46M, and Anfield Capital Diversified Alternatives ETF - $2.37M. 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: iShares Russell Mid-Cap Growth ETF - $2.31M, Schwab U.S. Small-Cap ETF - $372,024.01, The Walt Disney Company - $260,218.02, NextEra Energy, Inc - $179,519.92, and Pfizer Inc - $172,795.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does D. Patrick Franklin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.99M earned over time. The largest contributors to dividend income include Anfield U.S. Equity Sector Rotation Fund - $3.35M, Anfield Capital Diversified Alternatives ETF - $2.38M, SPDR SSGA Multi-Asset Real Return ETF - $1.78M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.59M, and JPMorgan Ultra-Short Income ETF - $1.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are D. Patrick Franklin's monthly returns?
D. Patrick Franklin'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 D. Patrick Franklin's strategy be considered aggressive or moderate?
D. Patrick Franklin'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 D. Patrick Franklin's strategy?
D. Patrick Franklin'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.
