IW
Ian Wang Portfolio
Invests via FIRETRAIL INVESTMENTS PTY Ltd. | Managed by Patrick Hodgens, Blake Henricks, James Miller, Justin Gray, Annabel Riggs, Matthew Fist, Scott Olsson, Eleanor Swanson
Invests via FIRETRAIL INVESTMENTS PTY Ltd.
Managed by Patrick Hodgens, Blake Henricks, James Miller, Justin Gray, Annabel Riggs, Matthew Fist, Scott Olsson, Eleanor Swanson
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Ian Wang Profile
Ian Wang is a distinguished entrepreneurial founder recognized for his significant contributions in the technology sector. His professional journey includes establishing multiple innovative startups that leverage cutting-edge solutions to address market demands. With a strong foundation in computer science and engineering, he combines technical expertise with an acute understanding of consumer needs to drive product development and market adoption. Wang's ventures have received accolades for their disruptive potential, positioning him as a leading figure among next-generation entrepreneurs in the digital landscape. His strategic foresight not only enables growth within his companies but also fosters collaboration across industry partners, thereby amplifying impact within tech ecosystems.
Ian Wang is a distinguished entrepreneurial founder recognized for his significant contributions in the technology sector. His professional journey includes establishing multiple innovative startups that leverage cutting-edge solutions to address market demands. With a strong foundation in computer science and engineering, he combines technical expertise with an acute understanding of consumer needs to drive product development and market adoption. Wang's ventures have received accolades for their disruptive potential, positioning him as a leading figure among next-generation entrepreneurs in the digital landscape. His strategic foresight not only enables growth within his companies but also fosters collaboration across industry partners, thereby amplifying impact within tech ecosystems.
Investment Philosophy & Strategy
Innovation drives the investment strategy that Ian Wang embodies as a serial entrepreneur. His extensive experience in founding and nurturing technology startups underpins a keen eye for breakthrough concepts with transformative potential. Prioritizing agility, he seeks out opportunities where creativity meets consumer demand, ensuring his ventures remain at the forefront of market trends. Emphasizing collaborative synergies among tech ecosystems, Wang advocates for investments that promise scalable solutions while addressing pressing challenges within industries. This dynamic approach positions him not merely as an investor but as a catalyst for change in today's digital economy.
Innovation drives the investment strategy that Ian Wang embodies as a serial entrepreneur. His extensive experience in founding and nurturing technology startups underpins a keen eye for breakthrough concepts with transformative potential. Prioritizing agility, he seeks out opportunities where creativity meets consumer demand, ensuring his ventures remain at the forefront of market trends. Emphasizing collaborative synergies among tech ecosystems, Wang advocates for investments that promise scalable solutions while addressing pressing challenges within industries. This dynamic approach positions him not merely as an investor but as a catalyst for change in today's digital economy.
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:
62.12%
Gain +0.62%
Monthly
1.59%
Yearly
20.83%
Drawdown
20.45%
$327.46M
Equity
Holdings
$327.46M
Investment
$260.32M
$128.03M
Profit +$2.26M
Realized
$60.89M
Unrealized
$67.14M
Dividends
$5.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$2.26M
Win %
70%
This Week
Compared To Last Week
Gain
0.25%
Profit
$826,026.94
Win %
70%
This Month
Compared to last month
Gain
0.98%
Profit
$3.18M
Win %
70%
This Year
Compared to last year
Gain
22.94%
Profit
$61.18M
Win %
70%
AMD Advanced Micro Devices, Inc.
+4.86%
+$1.86M 
KEYS Keysight Technologies, Inc.
+4.36%
+$529,980.97 
NVDA NVIDIA Corporation
+2.5%
+$430,041.75 
IBKR Interactive Brokers Group Inc.
+2.23%
+$210,648.36 
TT Trane Technologies plc
+2.22%
+$213,909.32 
AZO AutoZone Inc.
+1.93%
+$171,814.5 
DE Deere & Company
+1.32%
+$183,097.95 
APTV Aptiv PLC
+1.18%
+$93,207.37 
JPM JPMorgan Chase & Co.
+0.77%
+$47,610.64 
DAR Darling Ingredients Inc.
+0.74%
+$79,238.71 
CDNS Cadence Design Systems, Inc.
+0.57%
+$35,129.68 
WFC Wells Fargo & Company
+0.52%
+$20,054.25 
GXO GXO Logistics Inc.
+0.4%
+$36,529.71 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MCO Moody's Corporation
-3.81%
-$226,809.92 
NOW ServiceNow, Inc.
-2.94%
-$180,170.76 
ALC Alcon Inc.
-2.93%
-$173,694.45 
FICO Fair Isaac Corporation
-2.54%
-$121,848.5 
AAPL Apple Inc.
-2.14%
-$738,093.47 
TENB Tenable Holdings Inc.
-1.8%
-$159,569.48 
ICLR ICON plc
-1.58%
-$151,263 
AMZN Amazon.com Inc
-0.86%
-$221,268.24 
ELV Elevance Health, Inc.
-0.75%
-$92,463.8 
MTN Vail Resorts, Inc.
-0.74%
-$73,364.4 
MA Mastercard Incorporated
-0.68%
-$93,002.91 
ECL Ecolab Inc.
-0.64%
-$66,419.82 
MCK McKesson Corporation
-0.56%
-$75,841.5 
WY Weyerhaeuser Company
-0.21%
-$20,506.5 Events
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Dividends
Dividend Analysis
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| Trades 254 | Longs Won 164/254 64% | Profit Factor 6.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.51M |
| Average Win $922,953.77 | Best Trade (Jul 21) $11.3M | Sharpe Ratio -14.03 |
| Average Loss -$259,267.79 | Worst Trade (Jul 19) -$2.8M | Z-Score -0.92 (64.45%) |
| Commissions $0 | Avg. Trade Length 1y 3w 6d | Expectancy $504,056.37 |
| 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 | 1,263 | 1,136 | 1,010 | 884 | 758 | 631 | 505 | 379 | 253 | 126 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Ian Wang?
The largest contributions to the portfolio's profits come from the following stocks: Interactive Brokers Group Inc - $16.93M, NVIDIA Corporation - $7.69M, Visa Inc. Class A - $5.74M, Booking Holdings Inc - $5.44M, and Micron Technology, Inc - $3.97M. 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: Tenable Holdings Inc - $2.16M, Rayonier Inc - $1.37M, Builders FirstSource, Inc - $1.15M, Fair Isaac Corporation - $889,805.29, and Alcon Inc - $535,111.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ian Wang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.98M earned over time. The largest contributors to dividend income include Vail Resorts, Inc - $836,602.56, American Tower Corporation - $626,351.7, Rayonier Inc - $568,817.55, Taiwan Semiconductor Manufacturing Company Limited - $560,552.14, and Elevance Health, Inc - $425,048.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ian Wang's monthly returns?
Ian Wang's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ian Wang's strategy be considered aggressive or moderate?
Ian Wang's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ian Wang's strategy?
Ian Wang's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
