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
Automatically Tracked
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:
60.91%
Gain +0.16%
Monthly
1.48%
Yearly
19.23%
Drawdown
20.48%
$334.85M
Equity
Holdings
$334.85M
Investment
$281.75M
$126.43M
Profit +$271,245.8
Realized
$73.33M
Unrealized
$53.1M
Dividends
$5.89M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$271,245.8
Win %
62%
This Week
Compared To Last Week
Gain
0.08%
Profit
$271,245.8
Win %
62%
This Month
Compared to last month
Gain
-1.55%
Profit
-$5.28M
Win %
62%
This Year
Compared to last year
Gain
1.75%
Profit
$5.51M
Win %
62%
TENB Tenable Holdings Inc.
+14.98%
+$1.03M 
NOW ServiceNow, Inc.
+7.69%
+$581,818.43 
MDB MongoDB Inc.
+5.57%
+$270,815.73 
MCK McKesson Corporation
+3.23%
+$453,514.71 
IBM International Business Machines Corporation
+2.73%
+$45,284.87 
AZO AutoZone Inc.
+2.6%
+$218,328.4 
ALC Alcon Inc.
+2.51%
+$136,751.08 
GXO GXO Logistics Inc.
+2.42%
+$138,717.81 
MSFT Microsoft Corp.
+2.3%
+$218,040.8 
ELV Elevance Health, Inc.
+1.44%
+$189,810.6 
LAR Lithium Argentina AG
+1.03%
+$128,043.36 
WY Weyerhaeuser Company
+0.95%
+$84,048.7 
DE Deere & Company
+0.72%
+$113,200.03 
MA Mastercard Incorporated
+0.6%
+$83,919.35 
AAPL Apple Inc.
+0.55%
+$184,977.41 
MCO Moody's Corporation
+0.38%
+$20,864.48 
DAR Darling Ingredients Inc.
+0.25%
+$26,318.88 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KEYS Keysight Technologies, Inc.
-6.85%
-$623,722.33 
AMD Advanced Micro Devices, Inc.
-3.9%
-$952,909.01 
TT Trane Technologies plc
-3.77%
-$334,866.76 
ISOU IsoEnergy Ltd.
-3.76%
-$117,244 
CDNS Cadence Design Systems, Inc.
-3.49%
-$294,362.76 
NVDA NVIDIA Corporation
-2.84%
-$511,080.21 
APTV Aptiv PLC
-2.17%
-$156,573.45 
WFC Wells Fargo & Company
-1.94%
-$76,063.75 
JPM JPMorgan Chase & Co.
-1.72%
-$108,506.26 
AMZN Amazon.com Inc
-1.22%
-$313,808.46 
IBKR Interactive Brokers Group Inc.
-1.1%
-$101,665.59 
ECL Ecolab Inc.
-0.43%
-$45,150.98 
ICLR ICON plc
-0.17%
-$19,842.84 
MTN Vail Resorts, Inc.
-0.16%
-$15,255.9 Events
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Dividends
Dividend Analysis
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| Trades 286 | Longs Won 177/286 61% | Profit Factor 4.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $901,345.31 | Best Trade (Jun 30) $11.96M | Sharpe Ratio -11.13 |
| Average Loss -$303,738.57 | Worst Trade (Sep 14) -$5.32M | Z-Score -1.31 (81.12%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $442,065.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,103 | 992 | 882 | 772 | 662 | 551 | 441 | 331 | 221 | 110 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 101,080 | $23.63M | $33.77M | - | $10.14M | 42.9% | +0.551% |
| ALC Alcon Inc. | 82,629 | $7.93M | $5.59M | - | -$2.34M | -29.51% | +2.506% |
| AMD Advanced Micro Devices, Inc. | 47,326 | $7.03M | $23.47M | - | $16.44M | 233.8% | -3.901% |
| AMZN Amazon.com Inc | 99,939 | $21.87M | $25.35M | - | $3.48M | 15.89% | -1.223% |
| APTV Aptiv PLC | 158,155 | $9.63M | $7.05M | - | -$2.59M | -26.86% | -2.174% |
| AZO AutoZone Inc. | 2,920 | $8.67M | $8.62M | - | -$53,156.96 | -0.61% | +2.599% |
| CDNS Cadence Design Systems, Inc. | 29,116 | $9.5M | $8.13M | - | -$1.37M | -14.43% | -3.494% |
| DAR Darling Ingredients Inc. | 164,493 | $5.91M | $10.74M | - | $4.83M | 81.72% | +0.246% |
| DE Deere & Company | 23,102 | $9.79M | $15.72M | - | $5.93M | 60.56% | +0.725% |
| ECL Ecolab Inc. | 37,942 | $8.78M | $10.43M | - | $1.65M | 18.84% | -0.431% |
| ELV Elevance Health, Inc. | 31,530 | $15.39M | $13.39M | - | -$2M | -13% | +1.438% |
| GXO GXO Logistics Inc. | 124,971 | $6.11M | $5.87M | - | -$239,976.29 | -3.93% | +2.421% |
| IBKR Interactive Brokers Group Inc. | 100,659 | $3.27M | $9.1M | - | $5.83M | 178.26% | -1.105% |
| IBM International Business Machines Corporation | 6,820 | $1.91M | $1.7M | - | -$201,696.4 | -10.58% | +2.729% |
| ICLR ICON plc | 69,624 | $11.47M | $11.77M | - | $302,466.64 | 2.64% | -0.168% |
| ISOU IsoEnergy Ltd. | 293,110 | $3.12M | $3M | - | -$123,106.2 | -3.94% | -3.759% |
| JPM JPMorgan Chase & Co. | 17,672 | $5.51M | $6.19M | - | $672,007.39 | 12.19% | -1.724% |
| KEYS Keysight Technologies, Inc. | 26,873 | $4.87M | $8.48M | - | $3.61M | 74.04% | -6.854% |
| LAR Lithium Argentina AG | 2.13M | $17.54M | $12.61M | - | -$4.93M | -28.1% | +1.026% |
| MA Mastercard Incorporated | 24,502 | $13.72M | $14.03M | - | $311,993.72 | 2.27% | +0.602% |
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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 - $17.08M, Advanced Micro Devices, Inc - $13.34M, NVIDIA Corporation - $7.85M, Visa Inc. Class A - $5.74M, and Booking Holdings Inc - $5.47M. 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: Fair Isaac Corporation - $2.47M, Tenable Holdings Inc - $2.25M, Rayonier Inc - $1.31M, Builders FirstSource, Inc - $1.15M, and HDFC Bank Limited ADR - $880,545.6. 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 $5.89M earned over time. The largest contributors to dividend income include Vail Resorts, Inc - $684,139.62, Rayonier Inc - $633,872.84, Taiwan Semiconductor Manufacturing Company Limited - $565,145.34, American Tower Corporation - $525,972.84, 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.
