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
Automatically Tracked
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:
-37.59%
Gain -2.03%
Monthly
-0.99%
Yearly
-11.3%
Drawdown
72.97%
$34.09M
Equity
Holdings
$34.09M
Investment
$84.76M
-$123.92M
Profit -$1.69M
Realized
-$73.25M
Unrealized
-$50.67M
Dividends
$11.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.03%
Profit
-$1.69M
Win %
12%
This Week
Compared To Last Week
Gain
-5.52%
Profit
-$1.99M
Win %
12%
This Month
Compared to last month
Gain
-2.32%
Profit
-$810,002.12
Win %
12%
This Year
Compared to last year
Gain
-5.06%
Profit
-$1.81M
Win %
12%
Events
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Dividends
Dividend Analysis
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| Trades 148 | Longs Won 58/148 39% | Profit Factor 0.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.47M |
| Average Win $1.37M | Best Trade (Dec 30) $15.56M | Sharpe Ratio -8.22 |
| Average Loss -$2.26M | Worst Trade (Aug 01) -$31.16M | Z-Score -4.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 4d | Expectancy -$837,293.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 15 | 14 | 12 | 11 | 9 | 8 | 6 | 5 | 3 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ASTL Algoma Steel Group Inc. | 3.23M | $29.57M | $12.45M | - | -$17.12M | -57.9% | +0.391% |
 CZR Caesars Entertainment, Inc. | 65,360 | $2.6M | $1.94M | - | -$652,946.4 | -25.14% | +0.473% |
 IHRT IheartMedia Inc. | 2.03M | $38.45M | $7.29M | - | -$31.16M | -81.04% | +2.571% |
 SDRL Seadrill Limited | 221,942 | $9.16M | $9.95M | - | $792,332.94 | 8.65% | +3.7% |
 WW WW International Inc. | 170,751 | $4.99M | $2.45M | - | -$2.54M | -50.86% | +3.309% |
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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 Josh E. Levit?
The largest contributions to the portfolio's profits come from the following stocks: Arch Coal Inc - $16.14M, Vistra Corp - $15.1M, California Resources Corp - $8.67M, Diebold Nixdorf Inc - $6.09M, and NexTier Oilfield Solutions Inc - $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: IheartMedia Inc - $24.95M, Talos Energy Inc - $24.57M, Clear Channel Outdoor Holdings, Inc - $24.01M, Bally's Corporation - $23.84M, and C&J Energy Services Inc - $6.16M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Josh E. Levit's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.44M earned over time. The largest contributors to dividend income include Vistra Corp - $4.1M, Nuveen Floating Rate Income Fund - $2.13M, Algoma Steel Group Inc - $1.75M, Saba Capital Income & Opportunities Fund - $1.34M, and Eaton Vance Senior Income Trust - $1.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Josh E. Levit's monthly returns?
Josh E. Levit's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Josh E. Levit's strategy be considered aggressive or moderate?
Josh E. Levit's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Josh E. Levit's strategy?
Josh E. Levit's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
