EMI

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

Tracking: 0 Updated: Yesterday at 09:18 AM

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.

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.

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:

41.87%

Gain +0.1%

Monthly

0.85%

Yearly

10.73%

Drawdown

24.43%

$128.88M

Equity

Holdings

$128.88M

Investment

$71.05M

$62.42M

Profit +$167,103.59

Realized

$4.59M

Unrealized

$57.83M

Dividends

$14.64M

Goals

Avg. 50% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.1%

Profit

$167,103.59

Win %

82%

This Week

Compared To Last Week

Gain

0.13%

Profit

$167,103.59

Win %

82%

This Month

Compared to last month

Gain

-1.14%

Profit

-$1.48M

Win %

82%

This Year

Compared to last year

Gain

-0.03%

Profit

$329,173.98

Win %

81%

Gainers
Losers

GDX VanEck Gold Miners ETF

+2.97%

+$16,169.99

JPM JPMorgan Chase & Co.

+2.31%

+$10,873.94

SPG Simon Property Group, Inc.

+1.95%

+$6,658.73

TSLA Tesla, Inc.

+1.82%

+$12,448.8

CAT Caterpillar Inc.

+1.44%

+$11,244.87

DVY iShares Select Dividend ETF

+1.19%

+$4,250.1

IWN iShares Russell 2000 Value ETF

+1.17%

+$3,603.6

INDA ISHARES MSCI INDIA ETF

+1.13%

+$4,581.9

XLU Utilities Select Sector SPDR Fund

+1.09%

+$4,727.05

IWD iShares Russell 1000 Value ETF

+0.98%

+$34,025.65

RWR SPDR Dow Jones REIT ETF

+0.93%

+$6,564.6

RSP Invesco S&P 500 Equal Weight ETF

+0.91%

+$9,682.35

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$2,523

IJJ iShares S&P Mid-Cap 400 Value ETF

+0.89%

+$2,912.8

IWM iShares Russell 2000 ETF

+0.87%

+$29,471.74

VWO Vanguard FTSE Emerging Markets ETF

+0.76%

+$5,143.52

XLE Energy Select Sector SPDR Fund

+0.75%

+$1,907.05

MDY SPDR S&P MidCap 400 ETF Trust

+0.71%

+$18,293.53

IVE ISHARES S&P 500 VALUE ETF

+0.7%

+$6,424.32

VOOV Vanguard S&P 500 Value ETF

+0.68%

+$14,807.4

IJK iShares S&P Mid-Cap 400 Growth ETF

+0.58%

+$2,853.84

STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock

+0.58%

+$779.01

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$2,266

IVV iShares Core S&P 500 ETF

+0.55%

+$9,779.24

VOO Vanguard S&P 500 ETF

+0.55%

+$25,742.61

SPY SPDR S&P 500 ETF Trust

+0.54%

+$31,720.42

WMT Walmart Inc.

+0.45%

+$1,231.2

VXF Vanguard Extended Market ETF

+0.44%

+$1,670.55

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.37%

+$1,236

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$9,353.76

XOM Exxon Mobil Corporation

+0.28%

+$484.19

EFA iShares MSCI EAFE ETF

+0.28%

+$1,429.69

ARKK ARK Innovation ETF Fund

+0.25%

+$570

PHYS Sprott Physical Gold Trust

+0.19%

+$600

BNDX Vanguard Total International Bond ETF

+0.17%

+$336.08

PFF iShares Preferred and Income Securities ETF

+0.16%

+$997.2

NVDA NVIDIA Corporation

+0.16%

+$560

FBTC Fidelity Wise Origin Bitcoin Index Fund

+0.11%

+$587.58

IWF iShares Russell 1000 Growth ETF

+0.03%

+$4,522.24

BSV Vanguard Short-Term Bond ETF

PLTR Palantir Technologies Inc.

-2.36%

-$14,152.21

AAPL Apple Inc.

-1.52%

-$67,509

AMZN Amazon.com Inc

-1.23%

-$4,380.79

DBC Invesco DB Commodity Index Tracking Fund

-1.04%

-$3,756

ETHA iShares Ethereum Trust

-1.02%

-$1,349.14

DDS Dillard's Inc.

-0.69%

-$461,593.43

ARKG ARK Genomic Revolution ETF

-0.54%

-$4,104

META Meta Platforms Inc Class A

-0.26%

-$516.2

IBIT iShares Bitcoin Trust

-0.03%

-$158.87

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$233.73

Events

Dividends

Dividend Analysis

No Data

Trades 184	Longs Won 120/184 65%	Profit Factor 12.31
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.98M
Average Win $566,177.28	Best Trade (Jun 14) $39.46M	Sharpe Ratio -11.72
Average Loss -$86,215.95	Worst Trade (Jun 30) -$2.63M	Z-Score 3.92 (100%)
Commissions $0	Avg. Trade Length 2y 1w 2d	Expectancy $339,257.89

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%	0.12%	0.7%	3.12%	11.42%	35.9%
Consecutive Losing Trades	1,495	1,345	1,196	1,046	897	747	598	448	299	149