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:
37.56%
Gain -2.97%
Monthly
0.26%
Yearly
3.15%
Drawdown
24.27%
$257.13M
Equity
Holdings
$257.13M
Investment
$235.65M
$23.44M
Profit -$5.26M
Realized
$1.96M
Unrealized
$21.48M
Dividends
$18.62M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.97%
Profit
-$5.26M
Win %
59%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$4.05M
Win %
59%
This Month
Compared to last month
Gain
-1.59%
Profit
-$4.15M
Win %
59%
This Year
Compared to last year
Gain
-1.81%
Profit
-$4.74M
Win %
59%
AMZN Amazon.com Inc
+15.32%
+$38,858.15 
ALTG Alta Equipment Group Inc.
+8.4%
+$12,830.07 
GOOGL Alphabet Inc
+6.73%
+$31,031.07 
NVDA NVIDIA Corporation
+2.93%
+$8,816.25 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$43,740.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$167,445.89 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$9,556.62 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$7,861.49 
DUSA Davis Select U.S. Equity ETF
+0.85%
+$158,999.01 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$64,107.03 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,548.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,347.03 
CGGR Capital Group Growth ETF
+0.65%
+$7,221 
CGDV Capital Group Dividend Value ETF
+0.63%
+$113,052.04 
DWLD Davis Select Worldwide ETF
+0.61%
+$35,682.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$22,755.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,096.24 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$30,193.74 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,923.92 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$20,753.17 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$10,024.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
DFNL Davis Select Financial ETF
+0.18%
+$1,010.25 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.16%
+$4,321.42 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,775 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
+0.13%
+$333.54 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$8,627.04 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$5,694.97 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,321.25 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$27,192.68 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$12,350 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$20,790.18 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.85%
-$62,770.5 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$84,568.77 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$87,555.33 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$3,854.2 
CGMU Capital Group Municipal Income ETF
-0.44%
-$10,062.24 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$6,336.95 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$4,518.84 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$17,336.2 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,987.91 
VB Vanguard Small-Cap ETF
-0.22%
-$1,306.1 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$952 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$562.39 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$30,769.44 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$10,175.88 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$12,192.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,188.75 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$4,823.28 
TAXF American Century Diversified Municipal Bond ETF
-0.12%
-$1,658.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$676.08 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,631.8 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$8,462.87 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$7,594.6 
VO Vanguard Mid-Cap ETF
-0.05%
-$580.96 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$3,615.5 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$4,560.38 Events
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Dividends
Dividend Analysis
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| Trades 902 | Longs Won 469/902 51% | Profit Factor 2.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,964.46 |
| Average Win $92,158.57 | Best Trade (Aug 10) $2.4M | Sharpe Ratio -10.67 |
| Average Loss -$45,687.02 | Worst Trade (Sep 14) -$1.21M | Z-Score -2.32 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 2d | Expectancy $25,986.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,109 | $281,488.68 | $342,581.19 | - | $61,092.51 | 21.7% | -7.354% |
| ALTG Alta Equipment Group Inc. | 25,157 | $135,093.09 | $165,533.06 | - | $30,439.97 | 22.53% | +8.402% |
| AMZN Amazon.com Inc | 1,077 | $237,742.18 | $292,491.65 | - | $54,749.47 | 23.03% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 361,550 | $10.52M | $10.46M | - | -$68,572.53 | -0.65% | -0.035% |
| BRK-A Berkshire Hathaway Inc. | 2 | $901,324 | $1.53M | - | $631,876 | 70.11% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 1,572 | $556,338.3 | $804,140.88 | - | $247,802.58 | 44.54% | +0.365% |
| CGDV Capital Group Dividend Value ETF | 364,684 | $15.86M | $18.07M | - | $2.21M | 13.92% | +0.63% |
| CGGR Capital Group Growth ETF | 24,900 | $1.05M | $1.12M | - | $61,949 | 5.87% | +0.651% |
| CGMU Capital Group Municipal Income ETF | 83,852 | $2.28M | $2.26M | - | -$19,665.18 | -0.86% | -0.442% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 24,166 | $1.24M | $2.22M | - | $979,661.15 | 79.04% | +2.011% |
| CMG Chipotle Mexican Grill, Inc. | 9,500 | $304,095 | $353,590 | - | $49,495 | 16.28% | -3.375% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 173,362 | $5.68M | $7.04M | - | $1.37M | 24.05% | -0.246% |
| DFNL Davis Select Financial ETF | 11,225 | $450,646.75 | $575,730.25 | - | $125,083.5 | 27.76% | +0.176% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 64,242 | $4.63M | $6.2M | - | $1.57M | 33.82% | +0.49% |
| DHS WisdomTree U.S. High Dividend Fund | 10,509 | $874,248.17 | $1.23M | - | $350,996.14 | 40.15% | -0.367% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 8,098 | $3.43M | $4.25M | - | $812,365.5 | 23.66% | +0.539% |
| DON WisdomTree U.S. MidCap Dividend Fund | 151,892 | $6.7M | $8.74M | - | $2.03M | 30.34% | -0.087% |
| DTD WisdomTree U.S. Total Dividend Fund | 83,013 | $5.84M | $7.91M | - | $2.07M | 35.55% | +0.263% |
| DUSA Davis Select U.S. Equity ETF | 327,833 | $16.48M | $18.85M | - | $2.36M | 14.33% | +0.851% |
| DWLD Davis Select Worldwide ETF | 120,958 | $5.59M | $5.86M | - | $262,839.58 | 4.7% | +0.613% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Louis Melone Jr.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Dow Jones Industrial Average ETF Trust - $4.15M, WisdomTree U.S. MidCap Dividend Fund - $3.04M, WisdomTree U.S. Quality Dividend Growth Fund - $2.99M, WisdomTree International Hedged Quality Dividend Growth Fund - $2.1M, and WisdomTree U.S. Total Dividend Fund - $2.09M. 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: WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $1.47M, BlackRock MuniYield Michigan Quality Fund, Inc - $771,617.71, iShares J.P. Morgan USD Emerging Markets Bond ETF - $567,236.2, Western Asset Managed Municipals Fund - $523,804.11, and BlackRock Municipal Income Quality Trust - $520,674.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Louis Melone Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.62M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.68M, VanEck Fallen Angel High Yield Bond ETF - $1.52M, WisdomTree International Hedged Quality Dividend Growth Fund - $1.52M, WisdomTree U.S. MidCap Dividend Fund - $1.46M, and SPDR Portfolio Aggregate Bond ETF - $1.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Louis Melone Jr.'s monthly returns?
Louis Melone Jr.'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 Louis Melone Jr.'s strategy be considered aggressive or moderate?
Louis Melone Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Louis Melone Jr.'s strategy?
Louis Melone Jr.'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.
