JEL
Josh E. Levit Portfolio
Invests via INVES Co. SENIOR SECURED MANAGEMENT Inc. /ADV | Managed by Josh E. Levit
Invests via INVES Co. SENIOR SECURED MANAGEMENT Inc. /ADV
Managed by Josh E. Levit
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Josh E. Levit Profile
With a diverse career that encompasses both legal expertise and investment acumen, Josh E. Levit has established himself as a notable figure in the intersection of law and finance. He has cultivated extensive experience advising corporations on complex mergers and acquisitions, navigating regulatory landscapes, and enhancing corporate governance structures. His ability to bridge legal insights with strategic business initiatives positions him uniquely within capital markets, making him an invaluable asset for companies seeking growth or undergoing transitions. By fostering collaborative relationships across various sectors, he contributes significantly to advancing innovative deals and enabling successful transactions.
With a diverse career that encompasses both legal expertise and investment acumen, Josh E. Levit has established himself as a notable figure in the intersection of law and finance. He has cultivated extensive experience advising corporations on complex mergers and acquisitions, navigating regulatory landscapes, and enhancing corporate governance structures. His ability to bridge legal insights with strategic business initiatives positions him uniquely within capital markets, making him an invaluable asset for companies seeking growth or undergoing transitions. By fostering collaborative relationships across various sectors, he contributes significantly to advancing innovative deals and enabling successful transactions.
Investment Philosophy & Strategy
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:
20.72%
Gain
Monthly
-0.3%
Yearly
-3.53%
Drawdown
73.72%
$33.54M
Equity
Holdings
$33.54M
Investment
$84.76M
-$117.64M
Profit -$43,542.8
Realized
-$66.42M
Unrealized
-$51.22M
Dividends
$11.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$43,542.8
Win %
12%
This Week
Compared To Last Week
Gain
-4.9%
Profit
-$1.73M
Win %
12%
This Month
Compared to last month
Gain
-3.9%
Profit
-$1.36M
Win %
12%
This Year
Compared to last year
Gain
-6.59%
Profit
-$2.36M
Win %
12%
Events
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Dividends
Dividend Analysis
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| Trades 148 | Longs Won 58/148 39% | Profit Factor 0.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.44M |
| Average Win $1.36M | Best Trade (Dec 30) $15.56M | Sharpe Ratio -8.79 |
| Average Loss -$2.19M | Worst Trade (Jul 15) -$30.59M | Z-Score -3.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy -$794,863.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 15 | 14 | 12 | 11 | 9 | 8 | 6 | 5 | 3 | 2 |
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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