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:
13.33%
Gain -0.93%
Monthly
0.72%
Yearly
9.07%
Drawdown
11.05%
$203.87M
Equity
Holdings
$203.87M
Investment
$178.29M
$25.83M
Profit -$2.03M
Realized
$247,044.9
Unrealized
$25.58M
Dividends
$5.18M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$2.03M
Win %
60%
This Week
Compared To Last Week
Gain
-1.87%
Profit
-$3.88M
Win %
60%
This Month
Compared to last month
Gain
-2.54%
Profit
-$5.31M
Win %
60%
This Year
Compared to last year
Gain
1.23%
Profit
$3.07M
Win %
62%
TMUS T-Mobile US, Inc.
+3.32%
+$9,786.32 
KO The Coca-Cola Company
+2.77%
+$8,154 
VZ Verizon Communications Inc.
+2.5%
+$6,991.37 
MDLZ Mondelez International, Inc.
+1.99%
+$7,648.75 
VLO Valero Energy Corporation
+1.69%
+$5,067.52 
TJX The TJX Companies, Inc.
+1.68%
+$6,705.12 
CVX Chevron Corporation
+1.64%
+$7,503.1 
COST Costco Wholesale Corporation
+1.56%
+$30,350.92 
WMT Walmart Inc.
+1.46%
+$7,464.95 
AON Aon plc
+1.45%
+$4,877.34 
WM Waste Management, Inc.
+1.33%
+$4,815.72 
FANG Diamondback Energy Inc
+1.19%
+$2,443.98 
XOM Exxon Mobil Corporation
+1.14%
+$13,394.3 
PEP PepsiCo, Inc.
+1.06%
+$3,815.2 
PANW Palo Alto Networks, Inc.
+1.03%
+$9,555.95 
MRSH Marsh & McLennan Companies, Inc.
+0.97%
+$8,196.74 
MCK McKesson Corporation
+0.77%
+$2,391.93 
NFLX Netflix, Inc.
+0.72%
+$2,311.62 
JNJ Johnson & Johnson
+0.64%
+$3,669.28 
SCHW Charles Schwab Corporation
+0.55%
+$1,891.4 
MMT MFS Multimarket Income Trust
+0.52%
+$342.7 
CMCSA Comcast Corp
+0.5%
+$866.76 
SPGI S&P Global Inc.
+0.38%
+$1,224 
AAPL Apple Inc.
+0.33%
+$7,865.13 
NEE NextEra Energy, Inc.
+0.32%
+$940.14 
FTRB Federated Hermes Total Return Bond ETF
+0.04%
+$11,155.88 
USTB VictoryShares Short-Term Bond ETF
+0.02%
+$5,599.51 
SINT
0%
$0 
CLSK CleanSpark, Inc.
-6.7%
-$11,770 
ETN Eaton Corporation plc
-6.53%
-$23,545.56 
MRVL Marvell Technology, Inc.
-5.35%
-$89,212.47 
AVGO Broadcom Inc.
-5.17%
-$69,154.8 
HON Honeywell International Inc.
-4.55%
-$11,322.46 
GLD SPDR Gold Shares
-4.11%
-$14,752.26 
IAU iShares Gold Trust
-4.1%
-$16,577.12 
NXPI NXP Semiconductors N.V.
-3.98%
-$13,331.25 
MCHP Microchip Technology Incorporated
-3.89%
-$25,696.08 
TSLA Tesla, Inc.
-3.82%
-$38,764.09 
NVDA NVIDIA Corporation
-3.77%
-$120,701.6 
EMR Emerson Electric Co.
-3.73%
-$9,501.52 
INTU Intuit Inc.
-3.25%
-$8,154.68 
APH Amphenol Corporation
-3.14%
-$13,561.68 
GS The Goldman Sachs Group, Inc.
-3.01%
-$19,002.11 
DE Deere & Company
-2.98%
-$10,444.42 
AMZN Amazon.com Inc
-2.54%
-$55,087.99 
UBER Uber Technologies, Inc.
-2.5%
-$9,599.04 
CRM Salesforce Inc
-2.46%
-$8,756.66 
TMO Thermo Fisher Scientific Inc.
-2.41%
-$8,252.1 
RTX RTX Corporation
-2.33%
-$44,261.36 
META Meta Platforms Inc Class A
-2.33%
-$12,657.3 
SLV iShares Silver Trust
-2.31%
-$6,525.27 
TXN Texas Instruments Inc
-2.29%
-$7,897.66 
SIVR abrdn Physical Silver Shares ETF
-2.26%
-$4,610.2 
IQV IQVIA Holdings Inc.
-2.19%
-$8,009.04 
GOOGL Alphabet Inc
-2.16%
-$22,096.14 
BKNG Booking Holdings Inc.
-2.04%
-$6,867.5 
JGRO JPMorgan Active Growth ETF
-2.02%
-$86,373.08 
IBM International Business Machines Corporation
-1.74%
-$14,605.89 
AVEM Avantis Emerging Markets Equity ETF
-1.73%
-$137,750.4 
ACN Accenture plc Class A
-1.68%
-$7,194.88 
SYK Stryker Corporation
-1.68%
-$4,331.94 
SCHB Schwab U.S. Broad Market ETF
-1.61%
-$4,891.18 
FMDE Fidelity Enhanced Mid Cap ETF
-1.6%
-$113,665.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.58%
-$680,263.37 
IVV iShares Core S&P 500 ETF
-1.58%
-$6,050.24 
UNP Union Pacific Corporation
-1.57%
-$5,361.1 
QGRO American Century U.S. Quality Growth ETF
-1.57%
-$6,673.12 
AXP American Express Company
-1.56%
-$4,208.1 
MODL VictoryShares WestEnd U.S. Sector ETF
-1.56%
-$3,970.98 
SPY SPDR S&P 500 ETF Trust
-1.55%
-$9,220.63 
ULTA Ulta Beauty Inc.
-1.5%
-$4,068.35 
MSFT Microsoft Corp.
-1.49%
-$34,176 
ORCL Oracle Corporation
-1.46%
-$4,773.86 
MDY SPDR S&P MidCap 400 ETF Trust
-1.46%
-$4,235.84 
AVDE Avantis International Equity ETF
-1.39%
-$235,721.85 
DFIS Dimensional International Small Cap ETF
-1.29%
-$62,389.8 
CSCO Cisco Systems, Inc.
-1.29%
-$11,676.15 
LIN Linde plc
-1.25%
-$3,443.2 
NOC Northrop Grumman Corporation
-1.2%
-$2,040.16 
NBSM Neuberger Berman Small-Mid Cap ETF
-1.17%
-$38,069.64 
JPM JPMorgan Chase & Co.
-1.11%
-$7,934.4 
LMT Lockheed Martin Corporation
-1%
-$2,415.28 
INTC Intel Corporation
-0.86%
-$8,151.45 
NOW ServiceNow, Inc.
-0.81%
-$2,788.35 
ICE Intercontinental Exchange, Inc.
-0.81%
-$2,373.48 
HD The Home Depot, Inc.
-0.73%
-$1,972.96 
LLY Eli Lilly and Company
-0.71%
-$3,333.1 
V Visa Inc. Class A
-0.67%
-$2,469.04 
LOW Lowe's Companies Inc.
-0.55%
-$1,840.8 
MSI Motorola Solutions, Inc.
-0.54%
-$1,658.25 
MRK Merck & Co., Inc.
-0.43%
-$881.92 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.23%
-$9,885.18 
JPIB JPMorgan International Bond ETF
-0.1%
-$7,636.55 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.08%
-$59.6 
AVUV Avantis U.S. Small Cap Value ETF
-0.03%
-$928.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 516 | Longs Won 317/516 61% | Profit Factor 10.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $353,610.34 |
| Average Win $90,365.32 | Best Trade (Jun 09) $6.92M | Sharpe Ratio -16.95 |
| Average Loss -$14,174.26 | Worst Trade (Jun 29) -$262,584.77 | Z-Score 2.79 (99.47%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $50,053.15 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
