RJE
Raymond J. Eddings Portfolio
Invests via Missouri Trust & Investment Co. | Managed by Raymond J. Eddings, Sharon Jobe
Invests via Missouri Trust & Investment Co.
Managed by Raymond J. Eddings, Sharon Jobe
Automatically Tracked
Raymond J. Eddings Profile
Raymond J. Eddings has built a distinguished career in corporate finance, marked by his expertise in mergers and acquisitions as well as strategic investments. With extensive leadership experience across various industries, he has successfully guided companies through complex transactions, helping to enhance operational efficiencies and market competitiveness. His notable track record includes founding and leading investment initiatives that have not only yielded significant returns but also fostered innovation within organizations. Eddings is recognized for his ability to identify high-potential growth opportunities and integrate them into existing business structures, establishing long-term value creation in the capital markets.
Raymond J. Eddings has built a distinguished career in corporate finance, marked by his expertise in mergers and acquisitions as well as strategic investments. With extensive leadership experience across various industries, he has successfully guided companies through complex transactions, helping to enhance operational efficiencies and market competitiveness. His notable track record includes founding and leading investment initiatives that have not only yielded significant returns but also fostered innovation within organizations. Eddings is recognized for his ability to identify high-potential growth opportunities and integrate them into existing business structures, establishing long-term value creation in the capital markets.
Investment Philosophy & Strategy
Growth-oriented investment decisions characterize the approach taken by Raymond J. Eddings, driven by his extensive background in corporate finance and strategic transactions. His emphasis on recognizing transformative opportunities allows him to leverage synergies that enhance organizational capabilities while fostering innovation. By combining tactical acquisitions with a focus on operational efficiencies, he navigates dynamic markets effectively, positioning entities for sustained success. The ability to integrate diverse growth initiatives into cohesive business models underscores his commitment to long-term value creation across various sectors.
Growth-oriented investment decisions characterize the approach taken by Raymond J. Eddings, driven by his extensive background in corporate finance and strategic transactions. His emphasis on recognizing transformative opportunities allows him to leverage synergies that enhance organizational capabilities while fostering innovation. By combining tactical acquisitions with a focus on operational efficiencies, he navigates dynamic markets effectively, positioning entities for sustained success. The ability to integrate diverse growth initiatives into cohesive business models underscores his commitment to long-term value creation across various sectors.
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:
82.42%
Gain -0.86%
Monthly
1.03%
Yearly
13.07%
Drawdown
20.23%
$374.15M
Equity
Holdings
$374.15M
Investment
$259.27M
$122.3M
Profit -$1.98M
Realized
$7.41M
Unrealized
$114.88M
Dividends
$16.56M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.98M
Win %
74%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$3.25M
Win %
74%
This Month
Compared to last month
Gain
-0.84%
Profit
-$3.17M
Win %
74%
This Year
Compared to last year
Gain
3.13%
Profit
$11.35M
Win %
72%
INTC Intel Corporation
+3.58%
+$9,386 
META Meta Platforms Inc Class A
+2.79%
+$73,571.77 
BBWI Bath & Body Works, Inc.
+2.76%
+$33,092.5 
PYPL PayPal Holdings Inc
+2.35%
+$32,302.21 
BLK BlackRock, Inc.
+1.89%
+$5,328.98 
UNP Union Pacific Corporation
+1.38%
+$5,834.21 
QCOM QUALCOMM Incorporated
+1.05%
+$4,367.06 
AAPL Apple Inc.
+1%
+$405,040.65 
GOOGL Alphabet Inc
+0.82%
+$47,680.39 
TJX The TJX Companies, Inc.
+0.79%
+$11,484 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$12,639.57 
SCHM Schwab U.S. Mid-Cap ETF
+0.69%
+$89,132 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADBE Adobe Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$0.12 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
+$0.04 
AXP American Express Company
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BIIB Biogen Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
+$0.06 
CMI Cummins Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.12 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.23 
CVS CVS Health Corporation
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DE Deere & Company
0%
$0 
DIS The Walt Disney Company
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.02 
GD General Dynamics Corporation
0%
+$0.01 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.03 
GSK GSK plc Sponsored ADR
0%
$0 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.02 
JCI Johnson Controls International plc
0%
+$0.02 
JNJ Johnson & Johnson
0%
+$0.05 
JPM JPMorgan Chase & Co.
0%
+$0.2 
KO The Coca-Cola Company
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LIN Linde plc
0%
+$0.01 
LLY Eli Lilly and Company
0%
-$0.03 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.06 
MCD McDonald's Corporation
0%
-$0.02 
MDLZ Mondelez International, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.69 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
OPY Oppenheimer Holdings Inc.
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.24 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.04 
PM Philip Morris International Inc.
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
RTX RTX Corporation
0%
$0 
SFNC Simmons First National Corporation
0%
$0 
SYK Stryker Corporation
0%
+$0.02 
TEL TE Connectivity plc
0%
$0 
TGT Target Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.03 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
-$0.28 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.41 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.13 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.09 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.01 
IWM iShares Russell 2000 ETF
0%
+$0.03 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
+$0.01 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.01 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.03 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.01 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
+$0.88 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOX Vanguard Communication Services ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
GEV GE Vernova Inc.
0%
-$0.03 
Q Qnity Electronics Inc.
0%
-$0.05 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
-1.61%
-$52,893 
SLB Schlumberger Limited
-1.04%
-$4,950 
BA Boeing Company
-0.38%
-$13,361.46 
WMT Walmart Inc.
-0.25%
-$6,150.94 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$238.88 
GQRE FlexShares Global Quality Real Estate Index Fund
-0.01%
-$144.27 
COST Costco Wholesale Corporation
0%
-$6.68 Events
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Dividends
Dividend Analysis
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| Trades 3460 | Longs Won 2004/3460 57% | Profit Factor 7.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $480,857.64 |
| Average Win $71,098.74 | Best Trade (Sep 14) $20.99M | Sharpe Ratio -128.64 |
| Average Loss -$13,863.84 | Worst Trade (Dec 30) -$659,773.89 | Z-Score -0.28 (22.26%) |
| Commissions $0 | Avg. Trade Length 2y 3w 5d | Expectancy $35,345.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,565 | $23.23M | $41.08M | - | $17.84M | 76.8% | +0.996% |
| ABBV AbbVie Inc. | 7,082 | $1.01M | $1.76M | - | $750,478 | 74.21% | 0.0 |
| ABT Abbott Laboratories | 6,381 | $876,312.6 | $707,716.71 | - | -$168,595.89 | -19.24% | 0.0 |
| ADBE Adobe Inc. | 2,130 | $967,784.85 | $551,137.5 | - | -$416,647.35 | -43.05% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,142 | $416,064.07 | $403,555.06 | - | -$12,509.01 | -3.01% | 0.0 |
| AIG American International Group Inc. | 4,400 | $251,779 | $335,016 | - | $83,237 | 33.06% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 495 | $52,018.44 | $239,050.35 | - | $187,031.91 | 359.55% | 0.0 |
| AMT American Tower Corporation | 12,018 | $2.67M | $2.05M | - | -$617,672.11 | -23.17% | 0.0 |
| AMZN Amazon.com Inc | 24,203 | $4.04M | $6.47M | - | $2.43M | 60.24% | 0.0 |
| ARKK ARK Innovation ETF Fund | 45,585 | $2.39M | $3.71M | - | $1.32M | 55% | 0.0 |
| AVGO Broadcom Inc. | 3,235 | $292,961.88 | $1.35M | - | $1.05M | 359.42% | 0.0 |
| AXP American Express Company | 1,677 | $286,071.38 | $577,022.14 | - | $290,950.76 | 101.71% | 0.0 |
| BA Boeing Company | 15,358 | $2.86M | $3.54M | - | $680,727.92 | 23.83% | -0.376% |
| BABA Alibaba Group Holding Limited SP ADR | 14,870 | $1.36M | $1.86M | - | $505,935.5 | 37.31% | 0.0 |
| BAC Bank of America Corporation | 6,257 | $241,511.97 | $405,516.17 | - | $164,004.2 | 67.91% | 0.0 |
| BBWI Bath & Body Works, Inc. | 66,185 | $1.89M | $1.23M | - | -$656,327.05 | -34.74% | +2.758% |
| BIIB Biogen Inc. | 10,795 | $1.94M | $2.25M | - | $310,284.6 | 15.96% | 0.0 |
| BLK BlackRock, Inc. | 243 | $229,994.64 | $287,430.12 | - | $57,435.48 | 24.97% | +1.889% |
| BRK-B Berkshire Hathaway Inc. | 2,986 | $982,023.96 | $1.52M | - | $540,597.16 | 55.05% | -0.016% |
| BX Blackstone Inc. | 18,507 | $2.1M | $2.71M | - | $607,020.61 | 28.87% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Raymond J. Eddings?
The largest contributions to the portfolio's profits come from the following stocks: O'Reilly Automotive Inc - $4.91M, Apple Inc - $3.23M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.45M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.4M, and Southern Missouri Bancorp Inc - $1.23M. 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: The Estée Lauder Companies Inc. Class A - $1.2M, Paramount Global - $716,392.45, PayPal Holdings Inc - $505,279.1, U.S. Bancorp - $366,969.61, and CVS Health Corporation - $348,377.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Raymond J. Eddings's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.56M earned over time. The largest contributors to dividend income include iShares Core MSCI International Developed Markets ETF (IDEV) - $1.42M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.42M, iShares Core MSCI Emerging Markets ETF - $719,242.48, Microsoft Corp - $709,067.55, and Chevron Corporation - $521,063.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Raymond J. Eddings's monthly returns?
Raymond J. Eddings'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 Raymond J. Eddings's strategy be considered aggressive or moderate?
Raymond J. Eddings'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 Raymond J. Eddings's strategy?
Raymond J. Eddings'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.
