VMJ
Victor Melfa Jr. Portfolio
Invests via MELFA WEALTH MANAGEMENT Inc. | Managed by Victor Joseph Melfa Jr.
Invests via MELFA WEALTH MANAGEMENT Inc.
Managed by Victor Joseph Melfa Jr.
Automatically Tracked
Victor Melfa Jr. Profile
Victor Melfa Jr. is a seasoned entrepreneur and operating executive with extensive experience in building technology-driven businesses. He has successfully led multiple startups, particularly in the software sector, where he focuses on product innovation and market disruption. With a solid track record of identifying growth opportunities, he has been instrumental in scaling organizations through strategic partnerships and customer-focused solutions. His leadership fosters a culture of creativity and agility that is vital for navigating fast-paced markets. Melfa’s contributions position him as a relevant figure within the tech landscape, consistently shaping the dialogue around emerging trends.
Victor Melfa Jr. is a seasoned entrepreneur and operating executive with extensive experience in building technology-driven businesses. He has successfully led multiple startups, particularly in the software sector, where he focuses on product innovation and market disruption. With a solid track record of identifying growth opportunities, he has been instrumental in scaling organizations through strategic partnerships and customer-focused solutions. His leadership fosters a culture of creativity and agility that is vital for navigating fast-paced markets. Melfa’s contributions position him as a relevant figure within the tech landscape, consistently shaping the dialogue around emerging trends.
Investment Philosophy & Strategy
Identifying transformative opportunities within the technology sector is a core tenet of investment strategy for Victor Melfa Jr. His entrepreneurial spirit drives a keen focus on disruptive innovation and scalability. Leveraging operational expertise, he emphasizes strategic collaboration to unlock growth potential in emerging markets. The adaptability cultivated through leadership roles informs his ability to anticipate industry shifts while aligning investments with customer-centric solutions. This approach enables him to maintain a forward-looking perspective as he navigates complex market dynamics.
Identifying transformative opportunities within the technology sector is a core tenet of investment strategy for Victor Melfa Jr. His entrepreneurial spirit drives a keen focus on disruptive innovation and scalability. Leveraging operational expertise, he emphasizes strategic collaboration to unlock growth potential in emerging markets. The adaptability cultivated through leadership roles informs his ability to anticipate industry shifts while aligning investments with customer-centric solutions. This approach enables him to maintain a forward-looking perspective as he navigates complex market dynamics.
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:
31.08%
Gain +0.03%
Monthly
0.72%
Yearly
9.02%
Drawdown
17.23%
$186.16M
Equity
Holdings
$186.16M
Investment
$150.62M
$37.67M
Profit +$148,341.3
Realized
$2.13M
Unrealized
$35.53M
Dividends
$9.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$148,341.3
Win %
61%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$347,069.88
Win %
61%
This Month
Compared to last month
Gain
-1.43%
Profit
-$2.71M
Win %
61%
This Year
Compared to last year
Gain
6.9%
Profit
$12.02M
Win %
60%
VZ Verizon Communications Inc.
+5.84%
+$12,833.28 
T AT&T Inc.
+5.1%
+$10,603.71 
IBM International Business Machines Corporation
+3.65%
+$9,990.51 
AAPL Apple Inc.
+3.53%
+$220,792.96 
VNQ Vanguard Real Estate ETF
+2.15%
+$6,039.88 
DFAR Dimensional US Real Estate ETF
+2.12%
+$9,991.53 
NFLX Netflix, Inc.
+1.74%
+$3,610.79 
HFRO Highland Opportunities and Income Fund
+1.66%
+$3,496.2 
JNJ Johnson & Johnson
+1.59%
+$4,377.8 
VFVA Vanguard U.S. Value Factor Fund
+1.51%
+$5,053.59 
GE General Electric Company
+1.35%
+$44,074.23 
DVY iShares Select Dividend ETF
+1.31%
+$4,167.27 
JRI Nuveen Real Asset Income and Growth Fund
+1.24%
+$1,935.68 
V Visa Inc. Class A
+1.18%
+$3,999.22 
SLV iShares Silver Trust
+1.02%
+$2,081.31 
FDVV Fidelity High Dividend ETF
+0.95%
+$12,263.74 
ABBV AbbVie Inc.
+0.95%
+$3,235.41 
JPM JPMorgan Chase & Co.
+0.95%
+$8,960.17 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$15,996.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$3,695.52 
IWD iShares Russell 1000 Value ETF
+0.84%
+$6,752.75 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$1,823.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$6,195.79 
DFSV Dimensional US Small Cap Value ETF
+0.77%
+$40,844.4 
CBU Community Bank System, Inc.
+0.75%
+$2,020 
VFQY Vanguard U.S. Quality Factor Fund
+0.71%
+$1,975.64 
BHK BlackRock Core Bond Trust
+0.68%
+$7,363.74 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.66%
+$4,223.2 
EOT Eaton Vance National Municipal Opportunities Trust
+0.65%
+$8,734.22 
GOOGL Alphabet Inc
+0.65%
+$6,242.22 
MFIC MidCap Financial Investment Corporation
+0.63%
+$823.08 
DFIV Dimensional International Value ETF
+0.61%
+$6,279.46 
DFAI Dimensional International Core Equity Market ETF
+0.61%
+$17,088.75 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$2,234.74 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$5,889.76 
DFLV Dimensional US Large Cap Value ETF
+0.56%
+$3,227.62 
CXH MFS Investment Grade Municipal Trust
+0.53%
+$3,134.4 
EFA iShares MSCI EAFE ETF
+0.5%
+$1,581 
GOF Guggenheim Strategic Opportunities Fund
+0.48%
+$897.5 
MMT MFS Multimarket Income Trust
+0.46%
+$310 
FITB Fifth Third Bancorp
+0.46%
+$8,112 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$14,961.36 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$2,648 
ES Eversource Energy
+0.39%
+$1,142.89 
NMAI Nuveen Multi-Asset Income Fund
+0.29%
+$1,092.2 
GOOG Alphabet Inc
+0.24%
+$1,455.74 
C Citigroup Inc.
+0.23%
+$5,095.78 
BTT BlackRock Municipal 2030 Target Term Trust
+0.22%
+$572.7 
NCA Nuveen California Municipal Value Fund Inc.
+0.22%
+$1,622.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$28,043.37 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$588.9 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+0.2%
+$215.57 
NBH Neuberger Berman Municipal Fund Inc.
+0.2%
+$4,130.94 
VB Vanguard Small-Cap ETF
+0.19%
+$502.18 
CVX Chevron Corporation
+0.19%
+$1,787.79 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$1,178.64 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.19%
+$677.58 
NHS Neuberger High Yield Strategies Fund Inc.
+0.17%
+$962.87 
DUHP Dimensional US High Profitability ETF
+0.14%
+$342 
NXP Nuveen Select Tax-Free Income Portfolio
+0.14%
+$2,020.24 
DFAU Dimensional US Core Equity Market ETF
+0.14%
+$4,931.64 
PML PIMCO Municipal Income Fund II
+0.14%
+$1,536.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$965.64 
IYY iShares Dow Jones U.S. ETF
+0.12%
+$495.66 
SABA Saba Capital Income & Opportunities Fund II
+0.12%
+$168.75 
VKI Invesco Advantage Municipal Income Trust II
+0.11%
+$836.79 
ETX Eaton Vance Municipal Income 2028 Term Trust
+0.11%
+$307.44 
VMO Invesco Municipal Opportunity Trust
+0.1%
+$428.04 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$2,677.5 
IQI Invesco Quality Municipal Income Trust
+0.1%
+$153.44 
IVV iShares Core S&P 500 ETF
+0.1%
+$3,483.13 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$260.32 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$384.06 
PDT John Hancock Premium Dividend Fund
+0.08%
+$206.87 
DBL DoubleLine Opportunistic Credit Fund
+0.07%
+$156.09 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$465.04 
PFF iShares Preferred and Income Securities ETF
+0.07%
+$410.88 
IWB iShares Russell 1000 ETF
+0.05%
+$159.98 
OEF iShares S&P 100 ETF
+0.04%
+$136.51 
XOM Exxon Mobil Corporation
+0.03%
+$837.2 
MSFT Microsoft Corp.
+0.03%
+$316.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$3,675.54 
BGT BlackRock Floating Rate Income Trust
0%
$0 
BKT
0%
$0 
DTF DTF Tax-Free Income 2028 Trust
0%
$0 
EVF Eaton Vance Senior Income Trust
0%
$0 
FMN Federated Hermes Premier Municipal Income Fund
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
LEO BNY Mellon Strategic Municipals, Inc.
0%
$0 
MIN MFS Intermediate Income Trust
0%
$0 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
0%
$0 
NHSRT
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
PCF High Income Securities Fund
0%
$0 
VGHY
0%
$0 
VKQ Invesco Municipal Trust
0%
$0 
MU Micron Technology, Inc.
-6.99%
-$55,546.53 
ORCL Oracle Corporation
-4.21%
-$7,176.05 
AVGO Broadcom Inc.
-2.69%
-$33,021.47 
CHI Calamos Convertible Opportunities and Income Fund
-2.17%
-$3,309.32 
TSLA Tesla, Inc.
-2.08%
-$6,393.6 
VFMO Vanguard U.S. Momentum Factor Fund
-2.06%
-$5,642.61 
CHY Calamos Convertible and High Income Fund
-1.84%
-$4,104.72 
META Meta Platforms Inc Class A
-1.8%
-$46,705.61 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$11,079.58 
DHY Credit Suisse High Yield Bond Fund
-1.71%
-$760.89 
GEV GE Vernova Inc.
-1.59%
-$41,888.97 
PIM Putnam Master Intermediate Income Trust
-1.59%
-$4,046.25 
PMO Putnam Municipal Opportunities Fund
-1.53%
-$75,584.48 
HIO Western Asset High Income Opportunity Fund Inc.
-1.4%
-$3,947.5 
AVK Advent Convertible and Income Fund
-1.36%
-$2,346.34 
CXE MFS High Income Municipal Trust
-1.35%
-$8,273.5 
MFM MFS Municipal Income Trust
-1.28%
-$10,617.18 
ACP abrdn Income Credit Strategies Fund
-1.16%
-$2,042.52 
XBI SPDR S&P Biotech ETF
-1.15%
-$11,646.25 
CCIF Carlyle Credit Income Fund
-1.11%
-$1,589.22 
HIX Western Asset High Income Fund II Inc.
-1.01%
-$5,057.84 
NVDA NVIDIA Corporation
-0.92%
-$24,545.15 
RYT Invesco S&P 500 Equal Weight ETF
-0.84%
-$15,659 
CIK Credit Suisse Asset Management Income Fund, Inc.
-0.82%
-$859 
BGB Blackstone Strategic Credit Fund
-0.8%
-$1,005.03 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$2,331.2 
RA Brookfield Real Assets Income Fund Inc.
-0.78%
-$2,067.2 
PMM Putnam Managed Municipal Income Trust
-0.77%
-$4,792.8 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$33,538.4 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.71%
-$1,794.48 
AMZN Amazon.com Inc
-0.66%
-$4,901.1 
PNI PIMCO New York Municipal Income Fund II
-0.65%
-$7,627.9 
CAT Caterpillar Inc.
-0.65%
-$1,917.3 
DSU BlackRock Debt Strategies Fund Inc.
-0.64%
-$2,628.12 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$26,778.71 
MHF Western Asset Municipal High Income Fund
-0.58%
-$2,528.56 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.58%
-$1,188.12 
VFL abrdn National Municipal Income Fund
-0.58%
-$1,632.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$2,071 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-0.56%
-$2,263.74 
AFB AllianceBernstein National Municipal Income Fund
-0.55%
-$2,859.12 
EIM Eaton Vance Municipal Bond Fund
-0.52%
-$8,596.35 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$2,347.78 
JLS Nuveen Mortgage and Income Fund
-0.46%
-$1,493.68 
NUV Nuveen Municipal Value Fund, Inc.
-0.44%
-$1,314.2 
DHF BNY Mellon High Yield Strategies Fund
-0.42%
-$1,514.1 
BTZ BlackRock Credit Allocation Income Trust
-0.4%
-$529.44 
MMU Western Asset Managed Municipals Fund
-0.4%
-$4,365.64 
CEV Eaton Vance California Municipal Income Trust
-0.39%
-$827.16 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.39%
-$745 
WEA Western Asset Premier Bond Fund
-0.38%
-$691.24 
MUA BlackRock MuniAssets Fund, Inc.
-0.38%
-$4,956.92 
WIA Western Asset Inflation-Linked Income Fund
-0.38%
-$368.94 
PLTR Palantir Technologies Inc.
-0.36%
-$2,463.75 
VUG Vanguard Growth ETF
-0.36%
-$1,204.2 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
-0.35%
-$549.05 
GHY PGIM Global High Yield Fund, Inc.
-0.34%
-$1,362.48 
VVR Invesco Senior Income Trust
-0.34%
-$1,186.82 
EVV Eaton Vance Limited Duration Income Fund
-0.33%
-$2,988.18 
NZF Nuveen Municipal Credit Income Fund
-0.33%
-$679.6 
OIA Invesco Municipal Income Opportunities Trust
-0.32%
-$1,495.6 
NMT Nuveen Massachusetts Quality Municipal Income Fund
-0.31%
-$2,009 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.31%
-$827.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$6,992.17 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.28%
-$769.35 
IGI Western Asset Investment Grade Opportunity Fund
-0.28%
-$469.08 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.28%
-$5,409.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$2,735.7 
SBI Western Asset Intermediate Bond Fund
-0.26%
-$926.94 
NAC Nuveen California Quality Municipal Income Fund
-0.26%
-$1,494.48 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.25%
-$661.66 
PDI Pimco Dynamic Income Fund
-0.25%
-$636.62 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$1,615.44 
PCQ PIMCO California Municipal Income Fund
-0.23%
-$4,003.52 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$628.33 
KTF DWS Municipal Income Trust
-0.23%
-$2,584 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.2%
-$290.56 
EFR Eaton Vance Senior Floating-Rate Trust
-0.19%
-$205.48 
EVN Eaton Vance Municipal Income Trust
-0.19%
-$7,960.94 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.18%
-$4,715.16 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.18%
-$379.64 
EAD Allspring Income Opportunities Fund
-0.16%
-$179.23 
CMU MFS Municipal High Income Fund
-0.15%
-$621.18 
VBF Invesco Bond Fund
-0.14%
-$719.28 
BBN BlackRock Taxable Municipal Bond Trust
-0.13%
-$300.8 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.12%
-$490.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$409.08 
VGM Invesco Trust for Investment Grade Municipals
-0.1%
-$373.6 
VLT Invesco High Income Trust II
-0.1%
-$744.18 
EFT Eaton Vance Floating-Rate Income Trust
-0.09%
-$253.19 
JHS John Hancock Income Securities Trust
-0.09%
-$157.55 
BIT BlackRock Multi-Sector Income Trust
-0.08%
-$168.87 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.08%
-$1,824.48 
NUW Nuveen AMT-Free Municipal Value Fund
-0.07%
-$329.35 
VT Vanguard Total World Stock ETF
-0.07%
-$302.06 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.03%
-$506.94 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$87.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1584 | Longs Won 993/1584 62% | Profit Factor 9.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $188,337.27 |
| Average Win $42,238.43 | Best Trade (Jul 25) $4.89M | Sharpe Ratio -63.83 |
| Average Loss -$7,235.78 | Worst Trade (Jul 30) -$265,141.55 | Z-Score 4.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 2d | Expectancy $23,779.31 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Victor Melfa Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $794,485.35, Apple Inc - $638,908.4, General Electric Company - $472,954.32, Nuveen Floating Rate Income Fund - $417,634.63, and Invesco High Income Trust II - $298,139.8. 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: Neuberger Berman California Municipal Fund Inc - $243,077.62, PIMCO New York Municipal Income Fund - $106,003.53, PIMCO Municipal Income Fund III - $80,559.12, Western Asset Municipal Partners Fund Inc - $68,833.94, and PIMCO New York Municipal Income Fund II - $56,736.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victor Melfa Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.01M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $403,752.89, Nuveen Floating Rate Income Fund - $400,060.85, Neuberger High Yield Strategies Fund Inc - $297,426.49, Invesco High Income Trust II - $296,716.62, and Nuveen Preferred & Income Opportunities Fund - $221,865.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victor Melfa Jr.'s monthly returns?
Victor Melfa Jr.'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 Victor Melfa Jr.'s strategy be considered aggressive or moderate?
Victor Melfa Jr.'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 Victor Melfa Jr.'s strategy?
Victor Melfa Jr.'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.
