Alicia Fuschak Portfolio
Invests via Avid Wealth Partners LLC | Managed by Alicia Fuschak, Eric Kala
Invests via Avid Wealth Partners LLC
Managed by Alicia Fuschak, Eric Kala
Automatically Tracked
Alicia Fuschak Profile
Growth-focused operating executive and investor with experience scaling consumer and enterprise technology companies. Alicia Fuschak combines operational leadership in product, GTM and corporate development with hands-on board and advisory roles, advising VC-backed startups and managing strategic investments. Known for driving revenue expansion, go-to-market transformation and preparing companies for late-stage rounds or exits.
Growth-focused operating executive and investor with experience scaling consumer and enterprise technology companies. Alicia Fuschak combines operational leadership in product, GTM and corporate development with hands-on board and advisory roles, advising VC-backed startups and managing strategic investments. Known for driving revenue expansion, go-to-market transformation and preparing companies for late-stage rounds or exits.
Investment Philosophy & Strategy
Focuses on growth-stage technology investments that benefit from operational scaling and GTM transformation, prioritizing startups with product-market fit and repeatable revenue models. Allocates capital and hands-on support to accelerate commercial motion, optimize unit economics, and de-risk late-stage rounds. Investment style blends active board engagement, KPI-driven milestones, and selective follow-on reserve, favoring SaaS, commerce-enabled tech, and enterprise solutions with clear path to expansion or exit.
Focuses on growth-stage technology investments that benefit from operational scaling and GTM transformation, prioritizing startups with product-market fit and repeatable revenue models. Allocates capital and hands-on support to accelerate commercial motion, optimize unit economics, and de-risk late-stage rounds. Investment style blends active board engagement, KPI-driven milestones, and selective follow-on reserve, favoring SaaS, commerce-enabled tech, and enterprise solutions with clear path to expansion or exit.
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:
12.53%
Gain
Monthly
0.39%
Yearly
4.76%
Drawdown
35.81%
$229.71M
Equity
Holdings
$229.71M
Investment
$177.78M
$65.58M
Profit -$2.85M
Realized
$13.65M
Unrealized
$51.92M
Dividends
$7.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.85M
Win %
70%
This Week
Compared To Last Week
Gain
-1.99%
Profit
-$4.65M
Win %
70%
This Month
Compared to last month
Gain
-2.13%
Profit
-$4.99M
Win %
70%
This Year
Compared to last year
Gain
8.58%
Profit
$18.14M
Win %
69%
MRK Merck & Co., Inc.
+3.48%
+$9,885.7 
ATEC Alphatec Holdings Inc.
+3.37%
+$22,893.91 
SUN Sunoco L.P.
+3.21%
+$14,588.08 
ISRG Intuitive Surgical, Inc.
+2.53%
+$10,050.98 
MA Mastercard Incorporated
+2.22%
+$5,348.86 
COST Costco Wholesale Corporation
+2.21%
+$8,043.58 
WMT Walmart Inc.
+1.93%
+$7,193.55 
V Visa Inc. Class A
+1.75%
+$6,119.18 
LLY Eli Lilly and Company
+1.75%
+$7,578.75 
CVX Chevron Corporation
+1.48%
+$3,511.98 
JNJ Johnson & Johnson
+1.36%
+$3,820.32 
MSFT Microsoft Corp.
+1.36%
+$17,731.77 
XOM Exxon Mobil Corporation
+1.3%
+$3,875.56 
AAPL Apple Inc.
+1.12%
+$26,551.2 
AZN AstraZeneca PLC American Depositary Shares
+1%
+$1,764.36 
ILCV iShares Morningstar Value ETF
+0.55%
+$1,362.3 
AXP American Express Company
+0.4%
+$976.32 
AMZN Amazon.com Inc
+0.29%
+$3,680.76 
GOOGL Alphabet Inc
+0.18%
+$2,675.6 
GOOG Alphabet Inc
+0.17%
+$1,975.79 
MGV Vanguard Mega Cap Value ETF
+0.16%
+$26,297.85 
NFLX Netflix, Inc.
+0.16%
+$294.65 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$95.4 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$169.83 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$232.86 
MU Micron Technology, Inc.
-6.1%
-$44,049.6 
GE General Electric Company
-5.88%
-$16,218 
BAI iShares A.I. Innovation and Tech Active ETF
-4.68%
-$490,594.5 
URA Global X Uranium ETF
-4.35%
-$505,026.72 
FIX Comfort Systems USA, Inc.
-4.31%
-$12,712.59 
URNM Sprott Uranium Miners ETF
-3.95%
-$7,434.99 
RING iShares MSCI Global Gold Miners ETF
-3.88%
-$185,315.62 
AVGO Broadcom Inc.
-3.49%
-$35,103.75 
GEV GE Vernova Inc.
-3.46%
-$13,140 
FRDM Freedom 100 Emerging Markets ETF
-2.79%
-$186,015 
XAR SPDR S&P Aerospace & Defense ETF
-2.74%
-$29,829.26 
NVDA NVIDIA Corporation
-2.43%
-$69,525.84 
ETH Ethan Allen Interiors Inc
-2.24%
-$5,713.35 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$185,095.68 
COIN Coinbase Global, Inc.
-1.91%
-$3,939.2 
IYW iShares U.S. Technology ETF
-1.84%
-$120,147.14 
META Meta Platforms Inc Class A
-1.75%
-$13,198.76 
GLDM SPDR Gold MiniShares Trust
-1.72%
-$212,967.12 
IDMO Invesco S&P International Developed Momentum ETF
-1.63%
-$176,253.93 
TSLA Tesla, Inc.
-1.41%
-$14,435.55 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$5,748.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$155,503.46 
SHLD Global X Defense Tech ETF
-0.85%
-$22,968.36 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$3,075.06 
DXJ WisdomTree Japan Hedged Equity Fund
-0.8%
-$57,017.26 
IBIT iShares Bitcoin Trust
-0.77%
-$13,667.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$265,435.11 
JPM JPMorgan Chase & Co.
-0.47%
-$3,814.61 
OEF iShares S&P 100 ETF
-0.4%
-$89,556.45 
VOO Vanguard S&P 500 ETF
-0.39%
-$2,293.53 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$4,014.21 
IVV iShares Core S&P 500 ETF
-0.38%
-$43,674 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$2,286.9 
IWB iShares Russell 1000 ETF
-0.34%
-$2,308.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$1,600.92 
EPI WisdomTree India Earnings Fund
-0.28%
-$12,108.84 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$4,998.95 
BNDX Vanguard Total International Bond ETF
-0.22%
-$1,741.85 
MUB iShares National Muni Bond ETF
-0.17%
-$7,671.4 
FLIN Franklin FTSE India ETF
-0.16%
-$1,754.99 
SYSB iShares Systematic Bond ETF
-0.15%
-$378.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$2,006.96 
BAC Bank of America Corporation
-0.12%
-$476.25 
GTO Invesco Total Return Bond ETF
-0.11%
-$3,418.3 
BINC iShares Flexible Income Active ETF
-0.06%
-$562.53 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$366.83 Events
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Dividends
Dividend Analysis
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| Trades 465 | Longs Won 299/465 64% | Profit Factor 18.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,166.71 |
| Average Win $231,881.69 | Best Trade (Jul 10) $5.4M | Sharpe Ratio -10.25 |
| Average Loss -$22,615.01 | Worst Trade (Jul 10) -$687,665.91 | Z-Score 4.05 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $141,029.11 |
| 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 | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
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Returns
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