MARK SHEPTOFF Overview
Mark Sheptoff Financial Planning Llc is an investment advisor that manages 233.3 MM dollars in regulatory AUM and has 3 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 172MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 172MM in positions, representing 74% of the manager's regulatory AUM.
MARK SHEPTOFF StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARK SHEPTOFF Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 9.09% | Tech | 13.35% | 0.31% | 0 | 53% | ||
| NEE | 8.89% | Utilities | -3.29% | -0.11% | 0 | 21% | ||
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FEATURED IN
MARK SHEPTOFF Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark A. Sheptoff | Managing Member, Chief Compliance Officer | August-1997 |
MARK SHEPTOFF Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MARK SHEPTOFF Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
9
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt ...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
9
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt ...
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MARK SHEPTOFF Portfolio Concentration
MARK SHEPTOFF Location
703 HEBRON AVE 3RD FLOOR
GLASTONBURY, Connecticut
UNITED STATES, 06033
GLASTONBURY, Connecticut
UNITED STATES, 06033
MARK SHEPTOFF Contact Information
Phone Number: 860-734-1090
Fax Number: 860-734-1095
Website: http://www.marksheptoff.com
Fax Number: 860-734-1095
Website: http://www.marksheptoff.com
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Disclaimer
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