LMJ
Louis Melone Jr. Portfolio
Invests via Melone Private Wealth LLC | Managed by Louis J. Melone Jr.
Invests via Melone Private Wealth LLC
Managed by Louis J. Melone Jr.
Automatically Tracked
Louis Melone Jr. Profile
With a distinguished career as an operating executive, Louis Melone Jr. has successfully led multiple initiatives in the consumer goods sector. His expertise lies in driving growth through innovative product development and market expansion strategies. Renowned for his ability to align organizational resources with evolving customer demands, he has established a strong reputation for transforming underperforming units into competitive assets. Melone's strategic acumen has also been instrumental in forging key partnerships that enhance brand visibility and profitability within crowded markets. By leveraging deep industry insights and operational excellence, he continues to make significant contributions to advancing corporate objectives.
With a distinguished career as an operating executive, Louis Melone Jr. has successfully led multiple initiatives in the consumer goods sector. His expertise lies in driving growth through innovative product development and market expansion strategies. Renowned for his ability to align organizational resources with evolving customer demands, he has established a strong reputation for transforming underperforming units into competitive assets. Melone's strategic acumen has also been instrumental in forging key partnerships that enhance brand visibility and profitability within crowded markets. By leveraging deep industry insights and operational excellence, he continues to make significant contributions to advancing corporate objectives.
Investment Philosophy & Strategy
A keen market perspective guides Louis Melone Jr.'s investment philosophy, as he emphasizes the importance of understanding evolving consumer trends. With a strong foundation in operational leadership within the consumer goods space, his approach focuses on identifying high-potential segments for growth. The integration of innovative solutions into product lines is central to his strategy, allowing for an agile response to market shifts. By leveraging partnerships and insights gathered from extensive industry experience, strategic positioning plays a pivotal role in cultivating competitive advantages across portfolios. This dynamic mindset continues to propel him toward optimizing value creation through targeted investments.
A keen market perspective guides Louis Melone Jr.'s investment philosophy, as he emphasizes the importance of understanding evolving consumer trends. With a strong foundation in operational leadership within the consumer goods space, his approach focuses on identifying high-potential segments for growth. The integration of innovative solutions into product lines is central to his strategy, allowing for an agile response to market shifts. By leveraging partnerships and insights gathered from extensive industry experience, strategic positioning plays a pivotal role in cultivating competitive advantages across portfolios. This dynamic mindset continues to propel him toward optimizing value creation through targeted investments.
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:
27.6%
Gain +0.58%
Monthly
0.17%
Yearly
2.08%
Drawdown
22.68%
$264.03M
Equity
Holdings
$264.03M
Investment
$236.4M
$29.47M
Profit +$1.57M
Realized
$1.84M
Unrealized
$27.62M
Dividends
$16.54M
Goals
Avg. 93% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$1.57M
Win %
82%
This Week
Compared To Last Week
Gain
0.6%
Profit
$1.57M
Win %
82%
This Month
Compared to last month
Gain
1.16%
Profit
$3.02M
Win %
82%
This Year
Compared to last year
Gain
4.32%
Profit
$11.53M
Win %
79%
AMZN Amazon.com Inc
+3.28%
+$7,835 
GOOGL Alphabet Inc
+2.81%
+$13,965.6 
INTC Intel Corporation
+2.74%
+$25,575 
CGGR Capital Group Growth ETF
+2.43%
+$27,763.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.33%
+$278,990.95 
IUSG iShares Core S&P U.S. Growth ETF
+2.13%
+$15,484.2 
SPEM SPDR Portfolio Emerging Markets ETF
+2.1%
+$206,944.05 
NVDA NVIDIA Corporation
+2.08%
+$6,584.02 
ALTG Alta Equipment Group Inc.
+1.92%
+$3,396.2 
DWLD Davis Select Worldwide ETF
+1.61%
+$93,016.27 
VOO Vanguard S&P 500 ETF
+1.55%
+$22,503.8 
SPY SPDR S&P 500 ETF Trust
+1.54%
+$4,934.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.54%
+$9,191.81 
AAPL Apple Inc.
+1.52%
+$4,908.44 
EPS WisdomTree U.S. LargeCap Fund
+1.49%
+$10,115.49 
CGDV Capital Group Dividend Value ETF
+1.43%
+$257,258.42 
DFNL Davis Select Financial ETF
+1.34%
+$7,376 
VO Vanguard Mid-Cap ETF
+1.29%
+$14,917.07 
BRK-A Berkshire Hathaway Inc.
+1.28%
+$18,800 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.22%
+$62,480.55 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.18%
+$24,358.3 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$8,064.36 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.04%
+$64,100 
VB Vanguard Small-Cap ETF
+0.96%
+$5,601.07 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.92%
+$98,380.8 
DUSA Davis Select U.S. Equity ETF
+0.92%
+$163,555.24 
CMG Chipotle Mexican Grill, Inc.
+0.79%
+$2,422.5 
XMHQ Invesco S&P MidCap Quality ETF
+0.55%
+$20,211.74 
DTD WisdomTree U.S. Total Dividend Fund
+0.54%
+$42,206.74 
XLU Utilities Select Sector SPDR Fund
+0.49%
+$2,900.04 
IJH iShares Core S&P Mid-Cap ETF
+0.49%
+$3,123.91 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.29%
+$30,651.85 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.24%
+$8,426.82 
DON WisdomTree U.S. MidCap Dividend Fund
+0.24%
+$20,309.13 
CGMU Capital Group Municipal Income ETF
+0.24%
+$5,239.85 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$14,839.8 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.23%
+$33,159.17 
SPBO SPDR Portfolio Corporate Bond ETF
+0.22%
+$10,907.39 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$931 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
+0.22%
+$533.61 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.21%
+$1,531.59 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.19%
+$679.73 
IJR iShares Core S&P Small-Cap ETF
+0.18%
+$29,937.18 
TAXF American Century Diversified Municipal Bond ETF
+0.15%
+$1,837.05 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.14%
+$4,657.52 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,780.85 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.13%
+$756.56 
HYD VanEck High Yield Muni ETF
+0.08%
+$1,293.2 
HBAN Huntington Bancshares Incorporated
+0.06%
+$496.99 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,215.1 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.71%
-$9,014.76 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.53%
-$36,994.21 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$4,521.3 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.34%
-$23,242.54 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.33%
-$22,539.9 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$17,793.42 
NZF Nuveen Municipal Credit Income Fund
-0.2%
-$21,379.55 
VGM Invesco Trust for Investment Grade Municipals
-0.2%
-$3,457.18 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$1,176.83 
NAD Nuveen Quality Municipal Income Fund
-0.08%
-$4,025.37 Events
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Dividends
Dividend Analysis
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| Trades 850 | Longs Won 538/850 63% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,579.21 |
| Average Win $82,618.47 | Best Trade (Jun 15) $1.79M | Sharpe Ratio -7.38 |
| Average Loss -$48,014.04 | Worst Trade (Dec 31) -$1.1M | Z-Score 7.94 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 2d | Expectancy $34,668.65 |
| 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 | 5,495 | 4,945 | 4,396 | 3,846 | 3,297 | 2,747 | 2,198 | 1,648 | 1,099 | 549 |
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