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:
20.13%
Gain -0.02%
Monthly
0.49%
Yearly
6.09%
Drawdown
13.99%
$188.14M
Equity
Holdings
$188.14M
Investment
$150.84M
$38.8M
Profit -$51,048.09
Realized
$1.28M
Unrealized
$37.52M
Dividends
$8.15M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$51,048.09
Win %
68%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$51,048.09
Win %
68%
This Month
Compared to last month
Gain
-0.15%
Profit
-$279,814.72
Win %
68%
This Year
Compared to last year
Gain
-0.7%
Profit
-$161,031.14
Win %
66%
CXH MFS Investment Grade Municipal Trust
+11.14%
+$66,606 
CMU MFS Municipal High Income Fund
+11.01%
+$45,967.32 
GEV GE Vernova Inc.
+3.73%
+$86,300.73 
T AT&T Inc.
+2.52%
+$5,256.54 
VZ Verizon Communications Inc.
+2.49%
+$5,865.21 
FITB Fifth Third Bancorp
+2.45%
+$40,872 
JPM JPMorgan Chase & Co.
+2.31%
+$19,571.64 
TSLA Tesla, Inc.
+1.82%
+$6,988.8 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$28,186.2 
CAT Caterpillar Inc.
+1.44%
+$4,270.2 
VFMO Vanguard U.S. Momentum Factor Fund
+1.43%
+$3,952.19 
ABBV AbbVie Inc.
+1.32%
+$3,924.96 
C Citigroup Inc.
+1.27%
+$28,930.76 
CBU Community Bank System, Inc.
+1.27%
+$3,353.2 
NMAI Nuveen Multi-Asset Income Fund
+1.24%
+$4,641.85 
DVY iShares Select Dividend ETF
+1.19%
+$3,673.5 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$61,266.6 
JNJ Johnson & Johnson
+1.07%
+$2,692.4 
ETX Eaton Vance Municipal Income 2028 Term Trust
+1.05%
+$3,065.18 
V Visa Inc. Class A
+1.05%
+$3,226.46 
HFRO Highland Opportunities and Income Fund
+1%
+$2,039.45 
IWD iShares Russell 1000 Value ETF
+0.98%
+$7,703.3 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$6,037.54 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$16,496.7 
DFAR Dimensional US Real Estate ETF
+0.95%
+$4,382.25 
AVK Advent Convertible and Income Fund
+0.94%
+$1,656.24 
VNQ Vanguard Real Estate ETF
+0.92%
+$2,564.1 
VFVA Vanguard U.S. Value Factor Fund
+0.91%
+$2,955.06 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$7,134.46 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$30,546.11 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$3,559.29 
CHY Calamos Convertible and High Income Fund
+0.85%
+$1,881.33 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.85%
+$5,524.75 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$4,733.85 
DHF BNY Mellon High Yield Strategies Fund
+0.83%
+$3,028.2 
XBI SPDR S&P Biotech ETF
+0.79%
+$6,987.62 
SLV iShares Silver Trust
+0.77%
+$1,845.69 
GE General Electric Company
+0.76%
+$23,667.53 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$3,521.72 
CVX Chevron Corporation
+0.75%
+$6,764.75 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+0.72%
+$862.28 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,468.51 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,546.62 
VB Vanguard Small-Cap ETF
+0.7%
+$1,814.85 
VFQY Vanguard U.S. Quality Factor Fund
+0.67%
+$1,834.5 
MMT MFS Multimarket Income Trust
+0.67%
+$465 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$90,361.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,957 
AINV Apollo Investment Corp
+0.59%
+$1,097.44 
DFIV Dimensional International Value ETF
+0.58%
+$5,910.08 
FDVV Fidelity High Dividend ETF
+0.57%
+$7,275.1 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$20,431.2 
WEA Western Asset Premier Bond Fund
+0.57%
+$1,036.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$68,839.02 
JLS Nuveen Mortgage and Income Fund
+0.56%
+$1,867.1 
HIO Western Asset High Income Opportunity Fund Inc.
+0.56%
+$1,579 
IVV iShares Core S&P 500 ETF
+0.55%
+$19,251.73 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$1,077 
VGM Invesco Trust for Investment Grade Municipals
+0.54%
+$2,054.8 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$14,244.26 
GOOGL Alphabet Inc
+0.53%
+$5,815.95 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$5,258.75 
IWB iShares Russell 1000 ETF
+0.52%
+$1,663.99 
SBI Western Asset Intermediate Bond Fund
+0.52%
+$1,853.88 
LEO BNY Mellon Strategic Municipals, Inc.
+0.47%
+$1,809.69 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$1,892.54 
GOOG Alphabet Inc
+0.45%
+$3,105.6 
VT Vanguard Total World Stock ETF
+0.44%
+$1,867.25 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$12,303.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$9,534.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$4,227.9 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,091.31 
PIM Putnam Master Intermediate Income Trust
+0.39%
+$1,003.47 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$792.08 
ES Eversource Energy
+0.38%
+$1,024.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,362.5 
WIA Western Asset Inflation-Linked Income Fund
+0.37%
+$368.94 
DUHP Dimensional US High Profitability ETF
+0.37%
+$854.99 
NUW Nuveen AMT-Free Municipal Value Fund
+0.35%
+$1,646.75 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.35%
+$2,423.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,402.56 
VLT Invesco High Income Trust II
+0.34%
+$2,604.63 
PNI PIMCO New York Municipal Income Fund II
+0.28%
+$3,390.18 
XOM Exxon Mobil Corporation
+0.28%
+$6,864.78 
EFA iShares MSCI EAFE ETF
+0.28%
+$898.99 
FMN Federated Hermes Premier Municipal Income Fund
+0.27%
+$1,181.64 
HIX Western Asset High Income Fund II Inc.
+0.25%
+$1,264.46 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.24%
+$1,583.7 
OEF iShares S&P 100 ETF
+0.24%
+$838.48 
BHK BlackRock Core Bond Trust
+0.22%
+$2,454.58 
DBL DoubleLine Opportunistic Credit Fund
+0.21%
+$468.27 
IQI Invesco Quality Municipal Income Trust
+0.2%
+$306.88 
ACP abrdn Income Credit Strategies Fund
+0.19%
+$340.42 
PMO Putnam Municipal Opportunities Fund
+0.19%
+$9,448.06 
BBN BlackRock Taxable Municipal Bond Trust
+0.19%
+$451.22 
EVG Eaton Vance Short Duration Diversified Income Fund
+0.19%
+$512.9 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.19%
+$817 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$693.54 
MFM MFS Municipal Income Trust
+0.18%
+$1,516.74 
BTT BlackRock Municipal 2030 Target Term Trust
+0.18%
+$458.16 
VUG Vanguard Growth ETF
+0.18%
+$602.1 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+0.16%
+$441.11 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$1,027.2 
NVDA NVIDIA Corporation
+0.16%
+$4,090.88 
MSFT Microsoft Corp.
+0.1%
+$1,054.77 
EFR Eaton Vance Senior Floating-Rate Trust
+0.1%
+$102.74 
GHY PGIM Global High Yield Fund, Inc.
+0.09%
+$340.62 
IGI Western Asset Investment Grade Opportunity Fund
+0.06%
+$104.24 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$99.2 
ORCL Oracle Corporation
+0.02%
+$42.62 
BGB Blackstone Strategic Credit Fund
0%
$0 
BKT
0%
$0 
BTZ BlackRock Credit Allocation Income Trust
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
DTF DTF Tax-Free Income 2028 Trust
0%
$0 
EFT Eaton Vance Floating-Rate Income Trust
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
MIN MFS Intermediate Income Trust
0%
$0 
MMU Western Asset Managed Municipals Fund
0%
$0 
MUA BlackRock MuniAssets Fund, Inc.
0%
$0 
NHS Neuberger Berman High Yield Strategies Fund Inc.
0%
$0 
NHSRT
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
PMM Putnam Managed Municipal Income Trust
0%
$0 
RA Brookfield Real Assets Income Fund Inc.
0%
$0 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
0%
$0 
SABA
0%
$0 
VCIF Vertical Capital Income Fund
0%
$0 
VFL abrdn National Municipal Income Fund
0%
$0 
VGHY
0%
$0 
VMO Invesco Municipal Opportunity Trust
0%
$0 
PLTR Palantir Technologies Inc.
-2.36%
-$16,917.76 
AAPL Apple Inc.
-1.52%
-$87,462 
MU Micron Technology, Inc.
-1.43%
-$11,436.53 
CXE MFS High Income Municipal Trust
-1.35%
-$8,273.5 
AMZN Amazon.com Inc
-1.23%
-$9,359.49 
NFLX Netflix, Inc.
-1.14%
-$2,798.37 
PML PIMCO Municipal Income Fund II
-1.06%
-$12,295.36 
IBM International Business Machines Corporation
-0.95%
-$3,458.28 
AVGO Broadcom Inc.
-0.91%
-$10,955.01 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.86%
-$1,898.2 
OIA Invesco Municipal Income Opportunities Trust
-0.82%
-$3,739 
PDI Pimco Dynamic Income Fund
-0.79%
-$2,069.08 
JHS John Hancock Income Securities Trust
-0.78%
-$1,339.17 
CEV Eaton Vance California Municipal Income Trust
-0.77%
-$1,654.32 
NCA Nuveen California Municipal Value Fund Inc.
-0.76%
-$5,677.07 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.69%
-$1,794.48 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.65%
-$12,623.24 
VKI Invesco Advantage Municipal Income Trust II
-0.64%
-$5,020.74 
EVN Eaton Vance Municipal Income Trust
-0.64%
-$27,863.29 
NBH Neuberger Berman Municipal Fund Inc.
-0.57%
-$12,392.82 
PCQ PIMCO California Municipal Income Fund
-0.57%
-$10,008.8 
CHI Calamos Convertible Opportunities and Income Fund
-0.55%
-$827.33 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.52%
-$14,145.48 
NXP Nuveen Select Tax-Free Income Portfolio
-0.52%
-$7,575.9 
JFR Nuveen Floating Rate Income Fund
-0.52%
-$4,288.76 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.48%
-$726.4 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$1,019.4 
NAD Nuveen Quality Municipal Income Fund
-0.42%
-$1,920.3 
NAC Nuveen California Quality Municipal Income Fund
-0.41%
-$2,490.8 
EIM Eaton Vance Municipal Bond Fund
-0.41%
-$6,877.08 
CIK Credit Suisse Asset Management Income Fund, Inc.
-0.4%
-$429.5 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.36%
-$16,769.2 
VVR Invesco Senior Income Trust
-0.33%
-$1,186.82 
NUV Nuveen Municipal Value Fund, Inc.
-0.33%
-$985.65 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.32%
-$7,297.92 
PDT John Hancock Premium Dividend Fund
-0.31%
-$827.48 
EVF Eaton Vance Senior Income Trust
-0.3%
-$1,084.45 
JPC Nuveen Preferred & Income Opportunities Fund
-0.26%
-$1,940.3 
META Meta Platforms Inc Class A
-0.26%
-$6,207.49 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.24%
-$1,480.68 
BIT BlackRock Multi-Sector Income Trust
-0.24%
-$506.61 
JRI Nuveen Real Asset Income and Growth Fund
-0.23%
-$362.94 
MHF Western Asset Municipal High Income Fund
-0.22%
-$948.21 
EVV Eaton Vance Limited Duration Income Fund
-0.22%
-$1,992.12 
DSU BlackRock Debt Strategies Fund Inc.
-0.21%
-$876.04 
VKQ Invesco Municipal Trust
-0.2%
-$670.84 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.2%
-$551.4 
PCF High Income Securities Fund
-0.18%
-$307.22 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,077.6 
EAD Allspring Income Opportunities Fund
-0.16%
-$179.23 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-0.14%
-$565.93 
VBF Invesco Bond Fund
-0.13%
-$719.28 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$360.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$965.64 
KTF DWS Municipal Income Trust
-0.11%
-$1,292 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.09%
-$186.25 
BGT BlackRock Floating Rate Income Trust
-0.09%
-$770.92 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.09%
-$338.79 
AFB AllianceBernstein National Municipal Income Fund
-0.09%
-$476.52 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$3,825.53 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$235.56 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$1,182.86 
EOT Eaton Vance National Municipal Opportunities Trust
-0.06%
-$794.02 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$232.52 Events
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Dividends
Dividend Analysis
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| Trades 1584 | Longs Won 1063/1584 67% | Profit Factor 13.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $183,274.36 |
| Average Win $40,214.62 | Best Trade (Jun 14) $4.86M | Sharpe Ratio -8.29 |
| Average Loss -$5,945.26 | Worst Trade (Dec 30) -$226,536.19 | Z-Score 8.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $24,492.04 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
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