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:
73.92%
Gain +3.29%
Monthly
1.74%
Yearly
23.07%
Drawdown
16.55%
$240.1M
Equity
Holdings
$240.1M
Investment
$177.78M
$75.6M
Profit +$5.04M
Realized
$13.28M
Unrealized
$62.32M
Dividends
$7.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.29%
Profit
$5.04M
Win %
72%
This Week
Compared To Last Week
Gain
2.15%
Profit
$5.04M
Win %
72%
This Month
Compared to last month
Gain
4.9%
Profit
$11.22M
Win %
72%
This Year
Compared to last year
Gain
13.49%
Profit
$28.53M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$179,461.87 
GOOG Alphabet Inc
+6.88%
+$74,399.83 
GOOGL Alphabet Inc
+6.73%
+$91,093.38 
META Meta Platforms Inc Class A
+3.28%
+$19,607.11 
MSFT Microsoft Corp.
+3.02%
+$44,973.21 
NVDA NVIDIA Corporation
+2.93%
+$76,936.63 
CVX Chevron Corporation
+2.35%
+$5,912.16 
FIX Comfort Systems USA, Inc.
+1.88%
+$5,414.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$185,445.12 
GE General Electric Company
+1.42%
+$3,847.95 
SUN Sunoco L.P.
+0.95%
+$4,606.56 
OEF iShares S&P 100 ETF
+0.95%
+$207,962.64 
GEV GE Vernova Inc.
+0.85%
+$2,991.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$275,844.33 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$8,300.67 
SHLD Global X Defense Tech ETF
+0.77%
+$21,617.28 
TSLA Tesla, Inc.
+0.76%
+$6,138.31 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$66,231.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,417.3 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,174.77 
IVV iShares Core S&P 500 ETF
+0.69%
+$77,107.2 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$42,659.44 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,601.84 
IWB iShares Russell 1000 ETF
+0.64%
+$4,254.44 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$60,025.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,484.84 
IYW iShares U.S. Technology ETF
+0.46%
+$28,331.19 
AVGO Broadcom Inc.
+0.37%
+$3,676.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,774.44 
BAC Bank of America Corporation
+0.36%
+$1,397 
MRK Merck & Co., Inc.
+0.32%
+$942.61 
ILCV iShares Morningstar Value ETF
+0.29%
+$740.9 
JPM JPMorgan Chase & Co.
+0.27%
+$2,220.28 
FLIN Franklin FTSE India ETF
+0.25%
+$2,871.81 
JNJ Johnson & Johnson
+0.21%
+$602.61 
ISRG Intuitive Surgical, Inc.
+0.1%
+$368.27 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$10,736.28 
WMT Walmart Inc.
+0.09%
+$331.51 
EPI WisdomTree India Earnings Fund
+0.07%
+$3,027.21 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$116.43 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$104.81 
COIN Coinbase Global, Inc.
-10.59%
-$21,320.93 
AAPL Apple Inc.
-7.35%
-$176,911.8 
MU Micron Technology, Inc.
-5.9%
-$41,200.69 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$151,247.5 
IBIT iShares Bitcoin Trust
-2.89%
-$50,834.42 
ETH Ethan Allen Interiors Inc
-2.84%
-$7,246.2 
NFLX Netflix, Inc.
-2%
-$3,645.62 
URNM Sprott Uranium Miners ETF
-1.78%
-$3,255.12 
URA Global X Uranium ETF
-1.64%
-$184,399.15 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$183,645.56 
ATEC Alphatec Holdings Inc.
-1.45%
-$10,508.68 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,774.8 
XOM Exxon Mobil Corporation
-0.97%
-$3,145.68 
MA Mastercard Incorporated
-0.74%
-$1,916.75 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$51,395.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,385.25 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,436.84 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$9,997.83 
LLY Eli Lilly and Company
-0.53%
-$2,298.75 
AXP American Express Company
-0.38%
-$861.05 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$2,887.11 
COST Costco Wholesale Corporation
-0.24%
-$907.43 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$38,332.12 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,824.79 
GTO Invesco Total Return Bond ETF
-0.22%
-$6,836.67 
SYSB iShares Systematic Bond ETF
-0.22%
-$553.28 
MUB iShares National Muni Bond ETF
-0.11%
-$4,976.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,437.65 
BINC iShares Flexible Income Active ETF
-0.08%
-$750.02 
V Visa Inc. Class A
-0.04%
-$137.61 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 465 | Longs Won 317/465 68% | Profit Factor 20.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $563,799.71 |
| Average Win $250,492.03 | Best Trade (Aug 24) $6.7M | Sharpe Ratio -10.23 |
| Average Loss -$25,716.99 | Worst Trade (Aug 07) -$687,665.91 | Z-Score 7.35 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $162,580.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,215 | $1.56M | $2.23M | - | $671,166.38 | 43.09% | -7.354% |
| AMZN Amazon.com Inc | 4,974 | $957,036.17 | $1.35M | - | $393,802.7 | 41.15% | +15.321% |
| ATEC Alphatec Holdings Inc. | 75,062 | $1.41M | $714,590.24 | - | -$692,674.9 | -49.22% | -1.449% |
| AVGO Broadcom Inc. | 2,553 | $688,908.2 | $993,831.84 | - | $304,923.64 | 44.26% | +0.371% |
| AXP American Express Company | 678 | $244,754.14 | $227,977.5 | - | -$16,776.64 | -6.85% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 1,044 | $205,898 | $177,104.16 | - | -$28,793.84 | -13.98% | -0.992% |
| BAC Bank of America Corporation | 6,350 | $308,532.8 | $393,382.5 | - | $84,849.7 | 27.5% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 230,868 | $7.11M | $9.54M | - | $2.43M | 34.17% | +0.633% |
| BINC iShares Flexible Income Active ETF | 18,751 | $986,077.6 | $974,864.49 | - | -$11,213.11 | -1.14% | -0.077% |
| BNDX Vanguard Total International Bond ETF | 16,589 | $818,444.78 | $792,456.53 | - | -$25,988.25 | -3.18% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 954 | $488,681.96 | $488,009.16 | - | -$672.8 | -0.14% | +0.365% |
| COIN Coinbase Global, Inc. | 1,231 | $231,815.06 | $180,046.05 | - | -$51,769.01 | -22.33% | -10.588% |
| COST Costco Wholesale Corporation | 398 | $380,333.6 | $378,852.22 | - | -$1,481.38 | -0.39% | -0.239% |
| CVX Chevron Corporation | 1,308 | $199,352.44 | $257,453.64 | - | $58,101.2 | 29.14% | +2.35% |
| DXJ WisdomTree Japan Hedged Equity Fund | 40,153 | $4.36M | $6.97M | - | $2.61M | 59.77% | -0.732% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 520,461 | $26.18M | $35.11M | - | $8.92M | 34.07% | +0.792% |
| EPI WisdomTree India Earnings Fund | 100,907 | $4.66M | $4.34M | - | -$322,677.71 | -6.92% | +0.07% |
| ETH Ethan Allen Interiors Inc | 13,935 | $350,294.72 | $248,043 | - | -$102,251.72 | -29.19% | -2.838% |
| FIX Comfort Systems USA, Inc. | 170 | $234,428 | $294,047.29 | - | $59,619.29 | 25.43% | +1.876% |
| FLIN Franklin FTSE India ETF | 31,909 | $1.06M | $1.14M | - | $78,496.12 | 7.41% | +0.253% |
No 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
FAQ
Which stocks have generated the highest profits for Alicia Fuschak?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $3.08M, iShares S&P 100 ETF - $2.51M, iShares U.S. Technology ETF - $1.91M, Global X Uranium ETF - $1.53M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $1.5M. 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: Pacer US Small Cap Cash Cows 100 ETF - $484,269.03, iShares 20+ Year Treasury Bond ETF - $142,617.7, Sprott Uranium Miners ETF - $132,452.18, WisdomTree India Earnings Fund - $109,976.29, and Oracle Corporation - $66,089.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alicia Fuschak's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.16M earned over time. The largest contributors to dividend income include Global X Uranium ETF - $881,198.25, iShares Core MSCI EAFE ETF - $860,217.91, iShares U.S. Equity Factor Rotation Active ETF - $447,353.2, iShares S&P 100 ETF - $447,059.76, and Invesco Total Return Bond ETF - $409,661.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alicia Fuschak's monthly returns?
Alicia Fuschak's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Alicia Fuschak's strategy be considered aggressive or moderate?
Alicia Fuschak'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 Alicia Fuschak's strategy?
Alicia Fuschak'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.
