Edward Mahaffy III Portfolio
Invests via Clientfirst Wealth Management LLC | Managed by Edward P. Mahaffy III
Invests via Clientfirst Wealth Management LLC
Managed by Edward P. Mahaffy III
Automatically Tracked
Edward Mahaffy III Profile
With a robust background in finance and strategic leadership, Edward Mahaffy III has established himself as a significant player in the investment landscape. His career is marked by impactful roles within financial services, where he has successfully guided diverse projects and initiatives that align with emerging market opportunities. As an investor-operator, he blends entrepreneurial acumen with operational expertise to drive growth within various sectors. His contributions not only enhance organizational value but also strengthen relationships across industry networks, positioning him as a resourceful figure for innovation-driven investments.
With a robust background in finance and strategic leadership, Edward Mahaffy III has established himself as a significant player in the investment landscape. His career is marked by impactful roles within financial services, where he has successfully guided diverse projects and initiatives that align with emerging market opportunities. As an investor-operator, he blends entrepreneurial acumen with operational expertise to drive growth within various sectors. His contributions not only enhance organizational value but also strengthen relationships across industry networks, positioning him as a resourceful figure for innovation-driven investments.
Investment Philosophy & Strategy
The competitive dynamics of the investment landscape inform decision-making approaches for Edward Mahaffy III. He leverages a profound understanding of financial markets to capitalize on emerging opportunities, focusing particularly on sectors ripe for innovation and growth. His strategy integrates operational insights with a knack for fostering relationships across diverse networks, allowing him to identify trends and drive impactful investments. Emphasizing collaboration within teams, he empowers others in pursuit of strategic initiatives that align with long-term objectives while enhancing portfolio resilience through thoughtful risk management.
The competitive dynamics of the investment landscape inform decision-making approaches for Edward Mahaffy III. He leverages a profound understanding of financial markets to capitalize on emerging opportunities, focusing particularly on sectors ripe for innovation and growth. His strategy integrates operational insights with a knack for fostering relationships across diverse networks, allowing him to identify trends and drive impactful investments. Emphasizing collaboration within teams, he empowers others in pursuit of strategic initiatives that align with long-term objectives while enhancing portfolio resilience through thoughtful risk management.
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:
68.46%
Gain +0.22%
Monthly
0.95%
Yearly
12.03%
Drawdown
23.95%
$137.93M
Equity
Holdings
$137.93M
Investment
$72.16M
$70.18M
Profit +$298,208.03
Realized
$4.41M
Unrealized
$65.78M
Dividends
$15.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$298,208.03
Win %
80%
This Week
Compared To Last Week
Gain
0.22%
Profit
$298,209.33
Win %
80%
This Month
Compared to last month
Gain
1.25%
Profit
$1.7M
Win %
80%
This Year
Compared to last year
Gain
9.2%
Profit
$11.63M
Win %
77%
ARKG ARK Genomic Revolution ETF
+3.02%
+$38,552.76 
ARKK ARK Innovation ETF Fund
+2.31%
+$6,225 
META Meta Platforms Inc Class A
+1.97%
+$5,115.71 
TSLA Tesla, Inc.
+1.71%
+$10,841.4 
VWO Vanguard FTSE Emerging Markets ETF
+1.66%
+$11,315.7 
BMNR Bitmine Immersion Technologies, Inc.
+1.52%
+$4,910 
XLE Energy Select Sector SPDR Fund
+1.3%
+$3,786.76 
NVDA NVIDIA Corporation
+1.22%
+$4,987.5 
IBIT iShares Bitcoin Trust
+1.11%
+$11,881.01 
DDS Dillard's Inc.
+1.09%
+$774,426.68 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.09%
+$7,834.4 
ETHA iShares Ethereum Trust
+1.07%
+$2,231.27 
XLU Utilities Select Sector SPDR Fund
+0.78%
+$3,052.88 
VXF Vanguard Extended Market ETF
+0.74%
+$2,776.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.74%
+$3,567.3 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$98,294 
MDY SPDR S&P MidCap 400 ETF Trust
+0.65%
+$16,236.05 
SPG Simon Property Group, Inc.
+0.64%
+$2,054.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.62%
+$2,224.8 
IWO iShares Russell 2000 Growth ETF
+0.59%
+$1,249.96 
IWM iShares Russell 2000 ETF
+0.52%
+$17,056.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.51%
+$2,112.01 
IJR iShares Core S&P Small-Cap ETF
+0.5%
+$1,090.2 
CAT Caterpillar Inc.
+0.5%
+$3,649.82 
IWN iShares Russell 2000 Value ETF
+0.49%
+$1,487.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.48%
+$5,146.96 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$28,381.42 
IVV iShares Core S&P 500 ETF
+0.46%
+$8,464.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.45%
+$1,433.83 
VOO Vanguard S&P 500 ETF
+0.45%
+$21,810.46 
WMT Walmart Inc.
+0.36%
+$866.4 
IWD iShares Russell 1000 Value ETF
+0.34%
+$12,451.94 
VOOV Vanguard S&P 500 Value ETF
+0.3%
+$6,603.3 
IVE ISHARES S&P 500 VALUE ETF
+0.28%
+$2,581.91 
DVY iShares Select Dividend ETF
+0.1%
+$365.6 
AMZN Amazon.com Inc
+0.07%
+$251.6 
JPM JPMorgan Chase & Co.
+0.03%
+$165.44 
DBC Invesco DB Commodity Index Tracking Fund
+0.03%
+$125.2 
INDA ISHARES MSCI INDIA ETF
+0.01%
+$42.42 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
INTC Intel Corporation
-1.44%
-$4,287.5 
GDX VanEck Gold Miners ETF
-0.7%
-$4,305 
PLTR Palantir Technologies Inc.
-0.42%
-$3,595.3 
PFF iShares Preferred and Income Securities ETF
-0.29%
-$1,695.24 
PHYS Sprott Physical Gold Trust
-0.27%
-$850 
BNDX Vanguard Total International Bond ETF
-0.23%
-$442.79 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.2%
-$5,651.23 
EFA iShares MSCI EAFE ETF
-0.18%
-$912.05 
SCHD Schwab U.S. Dividend Equity ETF
-0.14%
-$391.5 
RWR SPDR Dow Jones REIT ETF
-0.1%
-$687.72 
AAPL Apple Inc.
-0.03%
-$1,650.22 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$88.74 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$233.78 Events
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Dividends
Dividend Analysis
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| Trades 195 | Longs Won 126/195 64% | Profit Factor 13.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.24M |
| Average Win $601,460.19 | Best Trade (Sep 30) $46.75M | Sharpe Ratio -10.41 |
| Average Loss -$81,317.92 | Worst Trade (Jun 30) -$2.63M | Z-Score 4.29 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 2d | Expectancy $359,908.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.15% | 0.84% | 3.55% | 12.38% | 37.3% |
| Consecutive Losing Trades | 1,695 | 1,525 | 1,356 | 1,186 | 1,017 | 847 | 678 | 508 | 339 | 169 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,002 | $2.71M | $5M | - | $2.29M | 84.44% | -0.033% |
| AMZN Amazon.com Inc | 1,480 | $192,932.8 | $372,501.2 | - | $179,568.4 | 93.07% | +0.068% |
| ARKG ARK Genomic Revolution ETF | 23,652 | $585,992.72 | $1.32M | - | $729,768.04 | 124.54% | +3.019% |
| ARKK ARK Innovation ETF Fund | 3,000 | $210,870 | $275,715 | - | $64,845 | 30.75% | +2.31% |
| BMNR Bitmine Immersion Technologies, Inc. | 12,275 | $163,380.25 | $327,374.25 | - | $163,994 | 100.38% | +1.523% |
| BNDX Vanguard Total International Bond ETF | 4,201 | $200,933.83 | $196,416.07 | - | -$4,517.76 | -2.25% | -0.225% |
| BSV Vanguard Short-Term Bond ETF | 4,437 | $334,118.49 | $338,032.84 | - | $3,914.35 | 1.17% | -0.026% |
| CAT Caterpillar Inc. | 869 | $324,063.07 | $738,319.78 | - | $414,256.71 | 127.83% | +0.497% |
| DBC Invesco DB Commodity Index Tracking Fund | 12,520 | $260,165.6 | $407,526 | - | $147,360.4 | 56.64% | +0.031% |
| DDS Dillard's Inc. | 108,160 | $26.52M | $71.52M | - | $45M | 169.69% | +1.095% |
| DVY iShares Select Dividend ETF | 2,285 | $280,118.15 | $350,084.85 | - | $69,966.7 | 24.98% | +0.105% |
| EFA iShares MSCI EAFE ETF | 4,930 | $383,602.05 | $511,610.75 | - | $128,008.7 | 33.37% | -0.178% |
| ETHA iShares Ethereum Trust | 3,455.87 | $327,012.08 | $210,932.85 | - | -$116,079.23 | -35.5% | +1.069% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 9,793 | $854,897.09 | $725,955.09 | - | -$128,942 | -15.08% | +1.091% |
| GDX VanEck Gold Miners ETF | 7,000 | $237,370 | $610,155 | - | $372,785 | 157.05% | -0.701% |
| IBIT iShares Bitcoin Trust | 22,417 | $1.18M | $1.08M | - | -$102,852.74 | -8.68% | +1.11% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 2,258 | $249,915.44 | $318,727.99 | - | $68,812.55 | 27.53% | +0.452% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 4,324 | $368,664.24 | $486,990.5 | - | $118,326.26 | 32.1% | +0.738% |
| IJR iShares Core S&P Small-Cap ETF | 1,580 | $234,329.8 | $219,951.8 | - | -$14,378 | -6.14% | +0.498% |
| INDA ISHARES MSCI INDIA ETF | 8,485 | $446,650.4 | $394,764.62 | - | -$51,885.78 | -11.62% | +0.011% |
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FAQ
Which stocks have generated the highest profits for Edward Mahaffy III?
The largest contributions to the portfolio's profits come from the following stocks: Dillard's Inc - $18.73M, iShares Russell 1000 Growth ETF - $263,324.14, Vanguard S&P 500 ETF - $231,844.97, iShares Russell 1000 Value ETF - $222,426.03, and Invesco DB Commodity Index Tracking Fund - $217,934.49. 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 - $568,650, Fidelity Ethereum Fund - $168,413.7, U.S. Bancorp - $117,565, Bitmine Immersion Technologies, Inc - $61,723.75, and iShares Ethereum Trust - $56,205.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward Mahaffy III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.74M earned over time. The largest contributors to dividend income include Dillard's Inc - $12.92M, iShares Preferred and Income Securities ETF - $258,657.06, SPDR S&P 500 ETF Trust - $245,269.99, iShares Russell 1000 Growth ETF - $236,009.74, and VANGUARD FTSE DEVELOPED MARKETS ETF - $221,085.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward Mahaffy III's monthly returns?
Edward Mahaffy III'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 Edward Mahaffy III's strategy be considered aggressive or moderate?
Edward Mahaffy III's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Edward Mahaffy III's strategy?
Edward Mahaffy III'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.
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