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:
32.85%
Gain -0.09%
Monthly
0.28%
Yearly
3.43%
Drawdown
24.26%
$258.61M
Equity
Holdings
$258.61M
Investment
$235.65M
$25.02M
Profit -$179,167.11
Realized
$2.06M
Unrealized
$22.96M
Dividends
$17.7M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$179,167.11
Win %
66%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.45M
Win %
66%
This Month
Compared to last month
Gain
-1.24%
Profit
-$3.26M
Win %
66%
This Year
Compared to last year
Gain
-1.24%
Profit
-$3.26M
Win %
66%
GOOGL Alphabet Inc
+1.77%
+$8,495.22 
AMZN Amazon.com Inc
+1.42%
+$3,769.5 
DWLD Davis Select Worldwide ETF
+1.35%
+$76,941.38 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$2,677.91 
NVDA NVIDIA Corporation
+0.99%
+$3,103.46 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.88%
+$19,695.29 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.82%
+$95,754.99 
IUSG iShares Core S&P U.S. Growth ETF
+0.73%
+$5,162.11 
CGGR Capital Group Growth ETF
+0.61%
+$6,847.5 
SPEM SPDR Portfolio Emerging Markets ETF
+0.35%
+$28,765.97 
DUSA Davis Select U.S. Equity ETF
+0.34%
+$63,927.43 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.34%
+$29,620.04 
VOO Vanguard S&P 500 ETF
+0.25%
+$3,598.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,420.42 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$516.2 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
+0.2%
+$500.31 
EPS WisdomTree U.S. LargeCap Fund
+0.17%
+$1,123.07 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$1,053.24 
CGDV Capital Group Dividend Value ETF
+0.09%
+$16,410.78 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$1,236.38 
VO Vanguard Mid-Cap ETF
+0.08%
+$944.06 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.07%
+$5,230.87 
XMHQ Invesco S&P MidCap Quality ETF
+0.04%
+$1,503.72 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,660.62 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$11,162.5 
AAPL Apple Inc.
-2.48%
-$9,171.42 
ALTG Alta Equipment Group Inc.
-1.8%
-$2,893.05 
HBAN Huntington Bancshares Incorporated
-0.69%
-$6,212.37 
DFNL Davis Select Financial ETF
-0.65%
-$3,760.37 
VGM Invesco Trust for Investment Grade Municipals
-0.57%
-$13,860.12 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$3,512.28 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.51%
-$8,238.03 
IUSV iShares Core S&P U.S. Value ETF
-0.4%
-$1,713.6 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.37%
-$26,004.3 
DHS WisdomTree U.S. High Dividend Fund
-0.36%
-$4,466.32 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.36%
-$39,000.16 
SPBO SPDR Portfolio Corporate Bond ETF
-0.36%
-$17,807.79 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.32%
-$6,382.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$12,065.86 
DON WisdomTree U.S. MidCap Dividend Fund
-0.27%
-$23,543.26 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.27%
-$38,461.8 
TAXF American Century Diversified Municipal Bond ETF
-0.26%
-$3,621.63 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$14,631.48 
HYD VanEck High Yield Muni ETF
-0.23%
-$3,753.14 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$21,567.6 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$1,352.16 
DTD WisdomTree U.S. Total Dividend Fund
-0.19%
-$14,942.34 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$687.37 
MHD BlackRock MuniHoldings Fund Inc.
-0.17%
-$1,101.2 
NAD Nuveen Quality Municipal Income Fund
-0.17%
-$11,389.94 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$23,970.79 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
-0.14%
-$3,759.64 
NZF Nuveen Municipal Credit Income Fund
-0.12%
-$14,592.56 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$3,014.55 
CGMU Capital Group Municipal Income ETF
-0.09%
-$2,096.3 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$5,423.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$2,569.68 
VB Vanguard Small-Cap ETF
-0.04%
-$227.57 Events
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Dividends
Dividend Analysis
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| Trades 902 | Longs Won 505/902 55% | Profit Factor 2.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,013.42 |
| Average Win $83,020.84 | Best Trade (Jul 20) $1.78M | Sharpe Ratio -10.67 |
| Average Loss -$42,576.46 | Worst Trade (Dec 31) -$1.1M | Z-Score 0.67 (49.95%) |
| Commissions $0 | Avg. Trade Length 2y 3w 1d | Expectancy $27,741.32 |
| 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 | 6,061 | 5,455 | 4,848 | 4,242 | 3,636 | 3,030 | 2,424 | 1,818 | 1,212 | 606 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $4.14M, 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 - $799,591.42, iShares J.P. Morgan USD Emerging Markets Bond ETF - $567,236.2, Western Asset Managed Municipals Fund - $528,161.66, 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 $17.7M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.68M, WisdomTree International Hedged Quality Dividend Growth Fund - $1.52M, WisdomTree U.S. MidCap Dividend Fund - $1.46M, VanEck Fallen Angel High Yield Bond ETF - $1.4M, and SPDR Portfolio Aggregate Bond ETF - $1.15M. 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.
