William F. Blake Portfolio
Invests via PMG Family Office LLC | Managed by William F. Blake
Invests via PMG Family Office LLC
Managed by William F. Blake
Automatically Tracked
Veteran finance executive and investor focused on private equity, distressed debt and operational turnarounds. William F. Blake is known for senior roles in buyout firms and as a board director for mid-market industrial and services companies. He has led deal sourcing, portfolio restructuring and exits across North America, and speaks to governance, capital structure and operational improvements. Prior experience spans investment banking and operating management; holds an MBA and is active in sector-focused PE networks.
Veteran finance executive and investor focused on private equity, distressed debt and operational turnarounds. William F. Blake is known for senior roles in buyout firms and as a board director for mid-market industrial and services companies. He has led deal sourcing, portfolio restructuring and exits across North America, and speaks to governance, capital structure and operational improvements. Prior experience spans investment banking and operating management; holds an MBA and is active in sector-focused PE networks.
Investment Philosophy & Strategy
Seasoned private equity investor with a value-oriented, event-driven approach emphasizing distressed debt and operational turnarounds. Favors control or influence investments in mid-market industrials and services, deploying capital to restructure balance sheets, optimize operations, and drive EBITDA recovery. Investment horizon is medium-to-long, focused on rigorous due diligence, conservative capital structures, active board-level governance, and defined exit pathways via strategic sale or recapitalization. Risk discipline centers on downside protection and actionable operational value creation.
Seasoned private equity investor with a value-oriented, event-driven approach emphasizing distressed debt and operational turnarounds. Favors control or influence investments in mid-market industrials and services, deploying capital to restructure balance sheets, optimize operations, and drive EBITDA recovery. Investment horizon is medium-to-long, focused on rigorous due diligence, conservative capital structures, active board-level governance, and defined exit pathways via strategic sale or recapitalization. Risk discipline centers on downside protection and actionable operational value creation.
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:
8.17%
Gain -0.32%
Monthly
0.83%
Yearly
8.17%
Drawdown
9.65%
$101.2M
Equity
Holdings
$101.2M
Investment
$94.01M
$7.23M
Profit -$304,750.79
Realized
$43,633.8
Unrealized
$7.19M
Dividends
$5.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$304,750.79
Win %
86%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$637,798.63
Win %
86%
This Month
Compared to last month
Gain
-0.62%
Profit
-$630,473.5
Win %
86%
This Year
Compared to last year
Gain
12.97%
Profit
$11.61M
Win %
86%
WMT Walmart Inc.
+2.15%
+$4,704.48 
HD The Home Depot, Inc.
+1.93%
+$5,264 
AAPL Apple Inc.
+1.76%
+$17,786.88 
BX Blackstone Inc.
+1.51%
+$7,447.67 
CVX Chevron Corporation
+1.26%
+$2,720.51 
AEP American Electric Power Company, Inc.
+0.47%
+$1,009.89 
IQQQ ProShares Nasdaq-100 High Income ETF
0%
+$21.31 
ACV Virtus Diversified Income & Convertible Fund
0%
$0 
ADX Adams Diversified Equity Fund, Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVK Advent Convertible and Income Fund
0%
$0 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 
BIEAX Brandes International Equity Fund Class A
0%
$0 
BME BlackRock Health Sciences Opportunities Portfolio
0%
$0 
BMEZ BlackRock Health Sciences Trust II
0%
$0 
BOE BlackRock Enhanced Global Dividend Trust
0%
$0 
BST BlackRock Science and Technology Trust
0%
$0 
BSTZ BlackRock Science and Technology Term Trust
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
CGO Calamos Global Total Return Fund
0%
$0 
CHI Calamos Convertible Opportunities and Income Fund
0%
$0 
CHW Calamos Global Dynamic Income Fund
0%
$0 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
0%
$0 
DJIA Global X Dow 30 Covered Call ETF
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
DSU BlackRock Debt Strategies Fund Inc.
0%
$0 
ECF Ellsworth Growth and Income Fund Ltd.
0%
$0 
EOI Eaton Vance Enhanced Equity Income Fund
0%
$0 
EOS Eaton Vance Enhanced Equity Income Fund II
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
0%
$0 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
0%
$0 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
0%
$0 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
0%
$0 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0%
$0 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
0%
$0 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
0%
$0 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
0%
$0 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
0%
$0 
FFA First Trust Enhanced Equity Income Fund
0%
$0 
FT Franklin Universal Trust
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FTQI First Trust Nasdaq BuyWrite Fund
0%
$0 
GAB Gabelli Equity Trust Inc.
0%
$0 
GABRT
0%
$0 
GDV Gabelli Dividend & Income Trust
0%
$0 
GGT The Gabelli Multimedia Trust Inc.
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
GPIX S&P 500 Core Premium Income Fund
0%
$0 
HQL Abrdn Life Sciences Investors
0%
$0 
HTD John Hancock Tax-Advantaged Dividend Income Fund
0%
$0 
ISPY ProShares S&P High Income ETF
0%
$0 
JCE Nuveen Core Equity Alpha Fund
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
0%
$0 
LGI Lazard Global Total Return and Income Fund, Inc.
0%
$0 
LRCX Lam Research Corporation
0%
+$0.01 
MSFT Microsoft Corp.
0%
$0 
NMAI Nuveen Multi-Asset Income Fund
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RMT Royce Micro-Cap Trust, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RVT Royce Small-Cap Trust, Inc.
0%
$0 
RYLD Global X Russell 2000 Covered Call ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
0%
$0 
TBLD Thornburg Income Builder Opportunities Trust
0%
$0 
THQ Abrdn Healthcare Opportunities Fund
0%
$0 
THW abrdn World Healthcare Fund
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYLG Global X S&P 500 Covered Call & Growth ETF
0%
$0 
ASG Liberty All-Star Growth Fund, Inc.
-3.53%
-$37,560.72 
NVDA NVIDIA Corporation
-2.4%
-$60,537 
TYLG Global X Information Technology Covered Call and Growth ETF
-2.3%
-$62,412.15 
CHY Calamos Convertible and High Income Fund
-2%
-$24,386.67 
AMZN Amazon.com Inc
-1.99%
-$12,710.52 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
-1.7%
-$16,144.8 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$22,136.78 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.62%
-$15,832.6 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
-1.61%
-$47,724.34 
CSQ Calamos Strategic Total Return Fund
-0.97%
-$32,255.8 
CCD Calamos Dynamic Convertible and Income Fund
-0.69%
-$10,074.05 
BALI iShares Adaptive Large Cap ETF
-0.12%
-$770.48 
XYLD Global X S&P 500 Covered Call ETF
-0.1%
-$1,387.92 Events
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Dividends
Dividend Analysis
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| Trades 270 | Longs Won 216/270 80% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $100,759.98 |
| Average Win $41,846.7 | Best Trade (Jul 17) $1.19M | Sharpe Ratio -8.62 |
| Average Loss -$33,494.32 | Worst Trade (Jul 17) -$237,006.08 | Z-Score 23.7 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 5d | Expectancy $26,778.5 |
| 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 | 3,021 | 2,719 | 2,417 | 2,115 | 1,813 | 1,511 | 1,208 | 906 | 604 | 302 |
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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