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:
64.69%
Gain -0.12%
Monthly
1.5%
Yearly
19.59%
Drawdown
16.55%
$202.5M
Equity
Holdings
$202.5M
Investment
$164.26M
$66.89M
Profit -$324,822.82
Realized
$28.65M
Unrealized
$38.24M
Dividends
$7.49M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$324,822.82
Win %
74%
This Week
Compared To Last Week
Gain
-2.55%
Profit
-$5.31M
Win %
74%
This Month
Compared to last month
Gain
-1.61%
Profit
-$3.3M
Win %
74%
This Year
Compared to last year
Gain
-2.04%
Profit
-$4.22M
Win %
70%
LLY Eli Lilly and Company
+4.63%
+$21,037.2 
CVNA Carvana Co.
+4.37%
+$7,901.19 
ATEC Alphatec Holdings Inc.
+4.31%
+$33,770.39 
AZN AstraZeneca PLC American Depositary Shares
+3.17%
+$5,489.52 
V Visa Inc. Class A
+2.6%
+$9,631 
URNM Sprott Uranium Miners ETF
+2.56%
+$5,899.15 
MA Mastercard Incorporated
+2.28%
+$5,950.8 
AXP American Express Company
+2.21%
+$4,406.39 
WMT Walmart Inc.
+1.86%
+$9,454.32 
ISRG Intuitive Surgical, Inc.
+1.55%
+$6,555.57 
IAU iShares Gold Trust
+1.32%
+$10,450.44 
GLDM SPDR Gold MiniShares Trust
+1.29%
+$172,984.35 
TLH iShares 10-20 Year Treasury Bond ETF
+1.22%
+$21,945.73 
SHLD Global X Defense Tech ETF
+1.16%
+$59,925.12 
MSFT Microsoft Corp.
+1.03%
+$15,542.19 
GE General Electric Company
+0.85%
+$1,929.21 
URA Global X Uranium ETF
+0.82%
+$88,474.07 
XAR SPDR S&P Aerospace & Defense ETF
+0.81%
+$12,861.15 
BAC Bank of America Corporation
+0.81%
+$2,550.18 
MUB iShares National Muni Bond ETF
+0.76%
+$6,532.48 
COST Costco Wholesale Corporation
+0.73%
+$2,702.27 
ILCV iShares Morningstar Value ETF
+0.72%
+$1,664.2 
MGV Vanguard Mega Cap Value ETF
+0.68%
+$90,632.61 
GS The Goldman Sachs Group, Inc.
+0.65%
+$1,207.5 
IBIT iShares Bitcoin Trust
+0.65%
+$19,124.1 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$1,943.46 
GOVT iShares U.S. Treasury Bond ETF
+0.51%
+$2,777.25 
GOOGL Alphabet Inc
+0.5%
+$7,119.03 
GTO Invesco Total Return Bond ETF
+0.49%
+$4,883.56 
GOOG Alphabet Inc
+0.46%
+$5,007.05 
ETH Ethan Allen Interiors Inc
+0.45%
+$2,544.15 
MRK Merck & Co., Inc.
+0.45%
+$1,552.32 
GNMA iShares GNMA Bond ETF
+0.31%
+$870.91 
SUB iShares Short-Term National Muni Bond ETF
+0.3%
+$1,389.76 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$1,425 
IWB iShares Russell 1000 ETF
+0.2%
+$424.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$554.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.16%
+$944.46 
META Meta Platforms Inc Class A
+0.16%
+$1,112.69 
BINC iShares Flexible Income Active ETF
+0.13%
+$524.1 
VOO Vanguard S&P 500 ETF
+0.08%
+$538.83 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$585.3 
IVV iShares Core S&P 500 ETF
+0.07%
+$7,448.05 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$507.51 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$198.69 
FIX Comfort Systems USA, Inc.
-5.31%
-$11,549.32 
LRCX Lam Research Corporation
-4.73%
-$7,200.37 
INTC Intel Corporation
-4.3%
-$9,374.16 
AMAT Applied Materials, Inc.
-3.84%
-$5,916.75 
KLAC KLA Corporation
-3.44%
-$4,179.24 
AMD Advanced Micro Devices, Inc.
-3.34%
-$10,646.65 
BAI iShares A.I. Innovation and Tech Active ETF
-2.92%
-$276,182.48 
GEV GE Vernova Inc.
-2.89%
-$9,737.61 
CAT Caterpillar Inc.
-2.74%
-$5,763.3 
AVGO Broadcom Inc.
-2.38%
-$20,805.44 
VOLT Tema Electrification Fund
-2.25%
-$150,879.08 
TSLA Tesla, Inc.
-1.82%
-$19,588.32 
NVDA NVIDIA Corporation
-1.79%
-$50,101.92 
FRDM Freedom 100 Emerging Markets ETF
-1.61%
-$98,457.04 
XOM Exxon Mobil Corporation
-1.14%
-$4,231.04 
SUN Sunoco L.P.
-1.08%
-$5,150.39 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$80,850.54 
CVX Chevron Corporation
-0.98%
-$3,246.01 
IYW iShares U.S. Technology ETF
-0.85%
-$22,713.86 
DXJ WisdomTree Japan Hedged Equity Fund
-0.55%
-$30,629.61 
IDMO Invesco S&P International Developed Momentum ETF
-0.45%
-$11,074.35 
ASML ASML Holding N.V. New York Registry Shares
-0.42%
-$899.76 
MU Micron Technology, Inc.
-0.41%
-$2,621.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.41%
-$38,360.62 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.25%
-$92,521.1 
JPM JPMorgan Chase & Co.
-0.24%
-$1,768.8 
IALT iShares Systematic Alternatives Active ETF
-0.07%
-$2,272.44 
AMZN Amazon.com Inc
-0.05%
-$697.96 
CORO Ishares International Country Rotational Active ETF
-0.04%
-$5,702.64 
JNJ Johnson & Johnson
-0.04%
-$123.5 
OEF iShares S&P 100 ETF
-0.04%
-$1,903.3 
AAPL Apple Inc.
-0.01%
-$136.59 Events
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Dividends
Dividend Analysis
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| Trades 540 | Longs Won 362/540 67% | Profit Factor 10.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $465,826.09 |
| Average Win $203,974.07 | Best Trade (Oct 15) $5.49M | Sharpe Ratio -10.2 |
| Average Loss -$39,041.36 | Worst Trade (Oct 15) -$1.44M | Z-Score 6.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $123,868.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,833 | $1.48M | $2.34M | - | $859,236.19 | 57.9% | -0.006% |
| AMAT Applied Materials, Inc. | 345 | $249,435 | $148,170.6 | - | -$101,264.4 | -40.6% | -3.84% |
| AMD Advanced Micro Devices, Inc. | 558 | $324,148 | $307,870.91 | - | -$16,277.09 | -5.02% | -3.343% |
| AMZN Amazon.com Inc | 5,170 | $1M | $1.31M | - | $309,145.25 | 30.8% | -0.053% |
| ASML ASML Holding N.V. New York Registry Shares | 130 | $258,627 | $213,600.24 | - | -$45,026.76 | -17.41% | -0.419% |
| ATEC Alphatec Holdings Inc. | 75,062 | $1.41M | $817,417.67 | - | -$589,847.47 | -41.91% | +4.309% |
| AVGO Broadcom Inc. | 2,528 | $683,112.21 | $854,514.56 | - | $171,402.35 | 25.09% | -2.377% |
| AXP American Express Company | 648 | $233,655.62 | $203,310 | - | -$30,345.62 | -12.99% | +2.215% |
| AZN AstraZeneca PLC American Depositary Shares | 1,068 | $210,448.88 | $178,537.56 | - | -$31,911.32 | -15.16% | +3.172% |
| BAC Bank of America Corporation | 6,145 | $298,832.2 | $318,341.72 | - | $19,509.52 | 6.53% | +0.808% |
| BAI iShares A.I. Innovation and Tech Active ETF | 214,928 | $6.65M | $9.18M | - | $2.53M | 38.01% | -2.92% |
| BINC iShares Flexible Income Active ETF | 8,063 | $422,790.46 | $408,753.78 | - | -$14,036.68 | -3.32% | +0.128% |
| BRK-B Berkshire Hathaway Inc. | 950 | $486,551.64 | $501,457.5 | - | $14,905.86 | 3.06% | +0.285% |
| CAT Caterpillar Inc. | 281 | $299,237 | $204,700.07 | - | -$94,536.93 | -31.59% | -2.738% |
| CORO Ishares International Country Rotational Active ETF | 380,176 | $13.91M | $13.52M | - | -$389,665.8 | -2.8% | -0.042% |
| COST Costco Wholesale Corporation | 379 | $362,363.76 | $374,880.27 | - | $12,516.51 | 3.45% | +0.726% |
| CVNA Carvana Co. | 3,123 | $205,556 | $188,910.27 | - | -$16,645.73 | -8.1% | +4.365% |
| CVX Chevron Corporation | 1,489 | $232,985.86 | $327,371.54 | - | $94,385.68 | 40.51% | -0.982% |
| DXJ WisdomTree Japan Hedged Equity Fund | 92,817 | $3.55M | $5.55M | - | $1.99M | 56.12% | -0.549% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 528,692 | $26.74M | $36.62M | - | $9.88M | 36.93% | -0.252% |
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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 Alicia Fuschak?
The largest contributions to the portfolio's profits come from the following stocks: iShares S&P 100 ETF - $8.25M, iShares U.S. Technology ETF - $3.97M, iShares MSCI Global Gold Miners ETF - $3.55M, iShares Core MSCI EAFE ETF - $3.09M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $2.98M. 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 India Earnings Fund - $653,654.93, Pacer US Small Cap Cash Cows 100 ETF - $484,269.03, iShares 20+ Year Treasury Bond ETF - $167,966.49, Sprott Uranium Miners ETF - $132,452.18, 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 $7.49M 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 - $522,427.46, iShares S&P 100 ETF - $457,431.33, and Invesco Total Return Bond ETF - $396,116.99. 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.
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