Alfonso Charles Portfolio
Invests via Broadway Wealth Solutions, Inc. | Managed by Broadway Wealth Solutions, Inc., First Trust Advisors L.P.
Invests via Broadway Wealth Solutions, Inc.
Managed by Broadway Wealth Solutions, Inc., First Trust Advisors L.P.
Automatically Tracked
Alfonso Charles Profile
Seasoned investment executive focused on growth equity, corporate strategy and operational value creation across technology and services sectors. Alfonso Charles combines deal-sourcing, portfolio governance and hands-on commercial scaling to support mid-market companies and sponsor-backed platforms. Prior roles span corporate finance, strategy and senior operating leadership, with experience closing cross-border transactions and leading board-level performance reviews. Market-facing skills include capital raising, strategic M&A and KPI-driven operational restructuring to enhance exit readiness and investor returns.
Seasoned investment executive focused on growth equity, corporate strategy and operational value creation across technology and services sectors. Alfonso Charles combines deal-sourcing, portfolio governance and hands-on commercial scaling to support mid-market companies and sponsor-backed platforms. Prior roles span corporate finance, strategy and senior operating leadership, with experience closing cross-border transactions and leading board-level performance reviews. Market-facing skills include capital raising, strategic M&A and KPI-driven operational restructuring to enhance exit readiness and investor returns.
Investment Philosophy & Strategy
Growth-oriented private investor focusing on mid-market technology and services, blending growth equity with operational value creation. Emphasizes disciplined deal sourcing and sponsor-aligned platforms, underwriting opportunities with revenue acceleration, unit-economics improvement, and clear exit pathways. Capital deployment favors minority and control growth rounds where strategic commercial scaling, board governance, and KPI-driven restructuring can materially de-risk and amplify IRR over a 3–7 year horizon.
Growth-oriented private investor focusing on mid-market technology and services, blending growth equity with operational value creation. Emphasizes disciplined deal sourcing and sponsor-aligned platforms, underwriting opportunities with revenue acceleration, unit-economics improvement, and clear exit pathways. Capital deployment favors minority and control growth rounds where strategic commercial scaling, board governance, and KPI-driven restructuring can materially de-risk and amplify IRR over a 3–7 year horizon.
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:
20.14%
Gain -1.17%
Monthly
0.98%
Yearly
12.47%
Drawdown
11.35%
$211.95M
Equity
Holdings
$211.95M
Investment
$185.97M
$26.78M
Profit -$1.89M
Realized
$806,976.61
Unrealized
$25.98M
Dividends
$6.1M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.17%
Profit
-$1.89M
Win %
64%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$917,977.16
Win %
64%
This Month
Compared to last month
Gain
-1.11%
Profit
-$2.38M
Win %
64%
This Year
Compared to last year
Gain
-1.02%
Profit
-$2.19M
Win %
65%
INTC Intel Corporation
+7.47%
+$63,771 
DELL Dell Technologies Inc.
+6.58%
+$21,000.32 
GLW Corning Incorporated
+6.52%
+$11,457.04 
SLV iShares Silver Trust
+4.68%
+$11,440.83 
APH Amphenol Corporation
+4.22%
+$17,829.45 
TXN Texas Instruments Inc
+3.56%
+$9,463.61 
ORCL Oracle Corporation
+3.23%
+$6,217.12 
TSLA Tesla, Inc.
+3.16%
+$36,916.99 
MCHP Microchip Technology Incorporated
+3.14%
+$15,688.53 
UNH UnitedHealth Group Incorporated
+2.99%
+$6,295 
AVEM Avantis Emerging Markets Equity ETF
+2.8%
+$216,820 
GS The Goldman Sachs Group, Inc.
+2.7%
+$17,144.97 
QCOM QUALCOMM Incorporated
+2.58%
+$5,913.32 
NXPI NXP Semiconductors N.V.
+2.54%
+$7,214.8 
EMR Emerson Electric Co.
+2.25%
+$5,602.65 
JGRO JPMorgan Active Growth ETF
+2.23%
+$96,384.89 
AVGO Broadcom Inc.
+2.19%
+$26,553.96 
JPM JPMorgan Chase & Co.
+1.84%
+$14,412.5 
GLD SPDR Gold Shares
+1.71%
+$6,161.4 
IAU iShares Gold Trust
+1.71%
+$6,514.61 
ETN Eaton Corporation plc
+1.6%
+$5,922.84 
AVDE Avantis International Equity ETF
+1.51%
+$266,990.98 
LLY Eli Lilly and Company
+1.38%
+$6,816.25 
DFIS Dimensional International Small Cap ETF
+1.3%
+$64,393.87 
DE Deere & Company
+1.25%
+$4,457.13 
ABBV AbbVie Inc.
+1.16%
+$2,864.45 
QGRO American Century U.S. Quality Growth ETF
+1.14%
+$6,387.56 
MRK Merck & Co., Inc.
+1.02%
+$2,166.45 
RTX RTX Corporation
+0.99%
+$20,199.47 
MDY SPDR S&P MidCap 400 ETF Trust
+0.98%
+$2,869.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$37,723.8 
ULTA Ulta Beauty Inc.
+0.94%
+$3,272.12 
SCHB Schwab U.S. Broad Market ETF
+0.92%
+$3,203.05 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.91%
+$1,810.22 
IVV iShares Core S&P 500 ETF
+0.91%
+$3,504.27 
SPY SPDR S&P 500 ETF Trust
+0.88%
+$5,252.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.86%
+$389,674.06 
NVDA NVIDIA Corporation
+0.84%
+$33,917.85 
JNJ Johnson & Johnson
+0.84%
+$5,231.2 
FMDE Fidelity Enhanced Mid Cap ETF
+0.78%
+$59,358.6 
AAPL Apple Inc.
+0.61%
+$19,454.24 
CSCO Cisco Systems, Inc.
+0.52%
+$3,912.1 
BA Boeing Company
+0.51%
+$1,031.98 
GE General Electric Company
+0.46%
+$1,024.75 
MODL VictoryShares WestEnd U.S. Sector ETF
+0.44%
+$1,145.47 
CVX Chevron Corporation
+0.28%
+$1,238.08 
MMT MFS Multimarket Income Trust
+0.22%
+$149 
META Meta Platforms Inc Class A
+0.22%
+$1,404.38 
MRSH Marsh & McLennan Companies, Inc.
+0.17%
+$1,789.8 
NBSM Neuberger Berman Small-Mid Cap ETF
+0.12%
+$4,546.43 
AXP American Express Company
+0.1%
+$287.3 
SCHW Charles Schwab Corporation
+0.05%
+$201.25 
KO The Coca-Cola Company
+0.03%
+$89.72 
NOW ServiceNow, Inc.
-2.53%
-$9,204.6 
ACN Accenture plc Class A
-2.52%
-$10,290.28 
CRM Salesforce Inc
-2.41%
-$7,892.91 
NOC Northrop Grumman Corporation
-2.36%
-$5,018.16 
TMUS T-Mobile US, Inc.
-2.11%
-$7,447.14 
PANW Palo Alto Networks, Inc.
-2.1%
-$21,761.6 
WM Waste Management, Inc.
-1.97%
-$8,303.1 
WMT Walmart Inc.
-1.76%
-$8,551.75 
AON Aon plc
-1.49%
-$5,631.81 
MSI Motorola Solutions, Inc.
-1.42%
-$4,706.1 
LIN Linde plc
-1.41%
-$3,923.99 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$4,614.9 
BKNG Booking Holdings Inc.
-1.13%
-$4,908.54 
NFLX Netflix, Inc.
-1.09%
-$3,063.6 
MSFT Microsoft Corp.
-1.07%
-$26,599.8 
AMZN Amazon.com Inc
-1.07%
-$24,184.77 
SYK Stryker Corporation
-0.92%
-$1,960.98 
IBM International Business Machines Corporation
-0.89%
-$5,724.81 
BSX Boston Scientific Corporation
-0.88%
-$2,649.18 
TJX The TJX Companies, Inc.
-0.78%
-$3,014.62 
MDLZ Mondelez International, Inc.
-0.76%
-$2,795.07 
GOOGL Alphabet Inc
-0.68%
-$7,905.6 
MCK McKesson Corporation
-0.68%
-$2,439.08 
UBER Uber Technologies, Inc.
-0.67%
-$2,603.04 
COST Costco Wholesale Corporation
-0.64%
-$12,041.45 
LMT Lockheed Martin Corporation
-0.5%
-$1,237.17 
PEP PepsiCo, Inc.
-0.49%
-$1,770.81 
UNP Union Pacific Corporation
-0.47%
-$1,834.8 
V Visa Inc. Class A
-0.46%
-$1,933.56 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.33%
-$14,722.42 
FTRB Federated Hermes Total Return Bond ETF
-0.24%
-$69,713.18 
VZ Verizon Communications Inc.
-0.21%
-$508.05 
FBIN Fortune Brands Innovations Inc.
-0.2%
-$380.6 
VLO Valero Energy Corporation
-0.2%
-$725.9 
LOW Lowe's Companies Inc.
-0.16%
-$535.58 
NEE NextEra Energy, Inc.
-0.14%
-$440.76 
HD The Home Depot, Inc.
-0.13%
-$394.41 
JPIB JPMorgan International Bond ETF
-0.07%
-$5,796.94 
USTB VictoryShares Short-Term Bond ETF
-0.04%
-$11,518.1 Events
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Dividends
Dividend Analysis
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| Trades 598 | Longs Won 371/598 62% | Profit Factor 8.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $356,056.39 |
| Average Win $82,198.63 | Best Trade (Jul 22) $7.15M | Sharpe Ratio -12.45 |
| Average Loss -$16,349.46 | Worst Trade (Jun 29) -$262,584.77 | Z-Score 4.5 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w | Expectancy $44,789.91 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Alfonso Charles?
The largest contributions to the portfolio's profits come from the following stocks: VictoryShares Short-Term Bond ETF - $1.68M, Federated Hermes Total Return Bond ETF - $1.65M, Avantis International Equity ETF - $628,985.86, Exxon Mobil Corporation - $523,251.59, and JPMorgan International Bond ETF - $477,370.78. 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: SPDR Portfolio S&P 600 Small Cap ETF - $239,948.59, Apollo Global Management, Inc - $113,835.73, Chipotle Mexican Grill, Inc - $106,722.81, Intuit Inc - $79,016.84, and Merck & Co., Inc - $63,546.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alfonso Charles's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.1M earned over time. The largest contributors to dividend income include VictoryShares Short-Term Bond ETF - $1.68M, Federated Hermes Total Return Bond ETF - $1.65M, Avantis International Equity ETF - $628,985.86, JPMorgan International Bond ETF - $477,370.78, and State Street SPDR Portfolio S&P 500 ETF - $210,263.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alfonso Charles's monthly returns?
Alfonso Charles's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Alfonso Charles's strategy be considered aggressive or moderate?
Alfonso Charles'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 Alfonso Charles's strategy?
Alfonso Charles'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.
