Brendan G. Moody Portfolio
Invests via Watershed Private Wealth LLC | Managed by Brendan G. Moody, Joshi Koneru
Invests via Watershed Private Wealth LLC
Managed by Brendan G. Moody, Joshi Koneru
Automatically Tracked
Brendan G. Moody Profile
A seasoned investor and corporate strategist, Brendan G. Moody has carved out a significant niche in the landscape of financial services. With deep expertise in navigating complex capital markets, he combines his analytical acumen with hands-on operational experience to drive transformative growth initiatives within organizations. He has consistently demonstrated an ability to identify emerging opportunities across diverse sectors while establishing influential relationships that foster business development and innovation. Brendan’s leadership track record underscores a commitment to enhancing organizational value through strategic vision and disciplined execution.
A seasoned investor and corporate strategist, Brendan G. Moody has carved out a significant niche in the landscape of financial services. With deep expertise in navigating complex capital markets, he combines his analytical acumen with hands-on operational experience to drive transformative growth initiatives within organizations. He has consistently demonstrated an ability to identify emerging opportunities across diverse sectors while establishing influential relationships that foster business development and innovation. Brendan’s leadership track record underscores a commitment to enhancing organizational value through strategic vision and disciplined execution.
Investment Philosophy & Strategy
Operating from a foundation of comprehensive market insights, Brendan G. Moody embraces an entrepreneurial approach to investing that prioritizes innovation and growth potential. His strategic foresight allows him to capitalize on disruptive trends within various sectors, enabling the identification of high-impact opportunities. With a rich background in operational leadership, he adeptly navigates organizational dynamics to align investment strategies with overall business objectives. The emphasis is placed on fostering sustainable relationships that promote collaborative development and adaptive growth pathways, ensuring a responsive stance towards market evolution.
Operating from a foundation of comprehensive market insights, Brendan G. Moody embraces an entrepreneurial approach to investing that prioritizes innovation and growth potential. His strategic foresight allows him to capitalize on disruptive trends within various sectors, enabling the identification of high-impact opportunities. With a rich background in operational leadership, he adeptly navigates organizational dynamics to align investment strategies with overall business objectives. The emphasis is placed on fostering sustainable relationships that promote collaborative development and adaptive growth pathways, ensuring a responsive stance towards market evolution.
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:
76.93%
Gain -0.79%
Monthly
1.61%
Yearly
21.15%
Drawdown
20.17%
$356.63M
Equity
Holdings
$356.63M
Investment
$270.86M
$132.67M
Profit -$1.86M
Realized
$46.9M
Unrealized
$85.77M
Dividends
$15.71M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$1.86M
Win %
74%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.86M
Win %
74%
This Month
Compared to last month
Gain
-1.13%
Profit
-$4.06M
Win %
74%
This Year
Compared to last year
Gain
0.28%
Profit
$1.06M
Win %
76%
PANW Palo Alto Networks, Inc.
+14.01%
+$54,437.76 
COIN Coinbase Global, Inc.
+9.71%
+$42,532.98 
PLTR Palantir Technologies Inc.
+4.13%
+$29,402.05 
SHOP Shopify Inc.
+4.13%
+$69,851.6 
NFLX Netflix, Inc.
+3.76%
+$23,018.1 
BMNR Bitmine Immersion Technologies, Inc.
+3.18%
+$20,847.57 
GOOGL Alphabet Inc
+3.08%
+$13,770.36 
GOOG Alphabet Inc
+2.97%
+$139,001.36 
META Meta Platforms Inc Class A
+2.91%
+$141,394.25 
IBIT iShares Bitcoin Trust
+2.4%
+$29,507.1 
ISRG Intuitive Surgical, Inc.
+2.38%
+$7,533.43 
MSFT Microsoft Corp.
+2.27%
+$43,420.03 
WMT Walmart Inc.
+2.27%
+$11,561.94 
LLY Eli Lilly and Company
+2.04%
+$4,744.31 
MCD McDonald's Corporation
+1.96%
+$4,548.32 
ABBV AbbVie Inc.
+1.73%
+$7,698.96 
NVS Novartis AG Sponsored ADR
+1.65%
+$5,682.89 
COST Costco Wholesale Corporation
+1.58%
+$18,140.1 
UNH UnitedHealth Group Incorporated
+1.32%
+$2,898.67 
UBER Uber Technologies, Inc.
+1.27%
+$2,752.75 
LMND Lemonade Inc.
+1.15%
+$5,249.7 
V Visa Inc. Class A
+1.05%
+$18,825.71 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$11,235.51 
SHLD Global X Defense Tech ETF
+1.03%
+$57,358.92 
HD The Home Depot, Inc.
+1%
+$2,345.32 
DASH DoorDash, Inc.
+0.73%
+$14,329.06 
MA Mastercard Incorporated
+0.61%
+$1,574.3 
JNJ Johnson & Johnson
+0.58%
+$1,601.92 
AAPL Apple Inc.
+0.54%
+$20,026.63 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$3,783.24 
ETHA iShares Ethereum Trust
+0.21%
+$2,106.56 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$537.4 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$4,491.37 
ABNB Airbnb, Inc.
+0.07%
+$310.64 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$1,884.96 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$1,044.87 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-7.91%
-$46,303.2 
ETN Eaton Corporation plc
-7.5%
-$20,671.2 
VRT Vertiv Holdings Co
-7.13%
-$22,191.4 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$23,588.01 
CRWV CoreWeave, Inc.
-6.17%
-$17,568 
ANET Arista Networks, Inc.
-5.55%
-$48,031.8 
INTC Intel Corporation
-5.3%
-$13,757.51 
NBIS Nebius Group N.V.
-5.09%
-$27,179.6 
AVGO Broadcom Inc.
-4.79%
-$28,751.18 
MU Micron Technology, Inc.
-4.76%
-$41,455.71 
ORCL Oracle Corporation
-4.42%
-$30,235.69 
CAT Caterpillar Inc.
-4.15%
-$178,583.51 
AMD Advanced Micro Devices, Inc.
-3.9%
-$10,127.91 
TT Trane Technologies plc
-3.76%
-$16,773.11 
WDC Western Digital Corporation
-3.59%
-$11,777.02 
MS Morgan Stanley
-3.4%
-$9,396.81 
XCEM Columbia EM Core ex-China ETF
-3.4%
-$112,803.87 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$21,936.4 
NVDA NVIDIA Corporation
-2.85%
-$631,375.89 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$122,012.31 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$37,463.58 
ROK Rockwell Automation, Inc.
-2.17%
-$15,456.62 
WFC Wells Fargo & Company
-1.94%
-$5,482.75 
JPM JPMorgan Chase & Co.
-1.72%
-$14,134.3 
TSLA Tesla, Inc.
-1.4%
-$36,029.44 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.37%
-$7,365.81 
RTX RTX Corporation
-1.32%
-$3,864.49 
AMZN Amazon.com Inc
-1.22%
-$49,674.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$30,913.48 
IXUS iShares Core International Stock ETF
-1.16%
-$8,078.82 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$123,341.65 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$11,286.73 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$129,581.36 
XLE Energy Select Sector SPDR Fund
-1.13%
-$4,364.43 
VLUE iShares MSCI USA Value Factor ETF
-1.12%
-$3,230.21 
SCHF Schwab International Equity ETF
-1.1%
-$14,837.53 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$29,606.5 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$6,538.44 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$5,390.1 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$12,321.26 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$7,354.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$3,907.41 
IEV iShares Europe ETF
-0.81%
-$1,983.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$119,017.17 
IEUR iShares Core MSCI Europe ETF
-0.73%
-$4,353.42 
IXC iShares Global Energy ETF
-0.69%
-$6,487.43 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$9,173.01 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$11,597.6 
EFA iShares MSCI EAFE ETF
-0.65%
-$2,227.47 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$2,257.5 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$1,802.64 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$64,838.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$5,391.54 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,311.07 
SCHH Schwab U.S. REIT ETF
-0.5%
-$2,695.6 
VTV Vanguard Value ETF
-0.46%
-$59,017.97 
VO Vanguard Mid-Cap ETF
-0.43%
-$7,035 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$2,310.74 
BMO Bank of Montreal
-0.37%
-$2,600 
DFIV Dimensional International Value ETF
-0.37%
-$5,391.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$5,486.38 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$15,258.1 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$27,382.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$3,079.71 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$13,697.11 
VOO Vanguard S&P 500 ETF
-0.34%
-$3,393.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$9,372.25 
IVV iShares Core S&P 500 ETF
-0.32%
-$224,949.07 
OEF iShares S&P 100 ETF
-0.29%
-$6,881.28 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$1,706.12 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$26,396.8 
LMUB iShares Long-Term National Muni Bond ETF
-0.17%
-$9,636 
VUG Vanguard Growth ETF
-0.16%
-$25,567.93 
BINC iShares Flexible Income Active ETF
-0.13%
-$3,085.74 
HYDB iShares High Yield Systematic Bond ETF
-0.1%
-$628.92 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$649.98 
BNDX Vanguard Total International Bond ETF
-0.09%
-$3,505.12 
MUB iShares National Muni Bond ETF
-0.05%
-$2,297.51 
MBB iShares MBS ETF
-0.05%
-$1,035.9 
SYSB iShares Systematic Bond ETF
-0.04%
-$106.17 
IWD iShares Russell 1000 Value ETF
-0.03%
-$113.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$4,069.38 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$429.75 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1254 | Longs Won 1006/1254 80% | Profit Factor 17.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $475,730.85 |
| Average Win $139,696.44 | Best Trade (Sep 04) $9.87M | Sharpe Ratio -9.01 |
| Average Loss -$31,701.74 | Worst Trade (Aug 19) -$1.17M | Z-Score 7.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $105,799.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,188 | $2.33M | $3.74M | - | $1.41M | 60.39% | +0.539% |
| ABBV AbbVie Inc. | 1,734 | $399,050.08 | $453,545.04 | - | $54,494.96 | 13.66% | +1.727% |
| ABNB Airbnb, Inc. | 2,824 | $404,114 | $480,927.2 | - | $76,813.2 | 19.01% | +0.065% |
| AGG iShares Core U.S. Aggregate Bond ETF | 203,469 | $20.19M | $19.52M | - | -$660,977.36 | -3.27% | -0.021% |
| AMD Advanced Micro Devices, Inc. | 503 | $292,198 | $249,485.48 | - | -$42,712.52 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 15,820 | $2.15M | $4.01M | - | $1.86M | 86.66% | -1.223% |
| ANET Arista Networks, Inc. | 4,335 | $493,120.48 | $817,190.85 | - | $324,070.37 | 65.72% | -5.551% |
| ASML ASML Holding N.V. New York Registry Shares | 200 | $213,972 | $316,072 | - | $102,100 | 47.72% | -6.945% |
| AVGO Broadcom Inc. | 1,660 | $278,564.71 | $572,152.2 | - | $293,587.49 | 105.39% | -4.785% |
| BINC iShares Flexible Income Active ETF | 47,473 | $2.5M | $2.43M | - | -$65,164.76 | -2.61% | -0.127% |
| BMNR Bitmine Immersion Technologies, Inc. | 26,197 | $348,682 | $676,558.48 | - | $327,876.48 | 94.03% | +3.179% |
| BMO Bank of Montreal | 4,000 | $387,888 | $696,920 | - | $309,032 | 79.67% | -0.372% |
| BNDX Vanguard Total International Bond ETF | 87,628 | $4.31M | $4.11M | - | -$199,438.3 | -4.62% | -0.085% |
| BRK-B Berkshire Hathaway Inc. | 2,106 | $701,250.1 | $1.09M | - | $384,824.63 | 54.88% | +1.045% |
| CAT Caterpillar Inc. | 5,254 | $1.26M | $4.12M | - | $2.86M | 227.51% | -4.152% |
| COIN Coinbase Global, Inc. | 2,499 | $627,947.3 | $480,507.72 | - | -$147,439.58 | -23.48% | +9.711% |
| COST Costco Wholesale Corporation | 1,265 | $1.09M | $1.16M | - | $71,525.76 | 6.56% | +1.585% |
| CRWV CoreWeave, Inc. | 3,200 | $258,939 | $267,200 | - | $8,261 | 3.19% | -6.169% |
| DASH DoorDash, Inc. | 9,657 | $2.62M | $1.96M | - | -$655,038.96 | -25.01% | +0.735% |
| DFAS Dimensional U.S. Small Cap ETF | 7,454 | $388,078.34 | $597,885.34 | - | $209,807 | 54.06% | -0.385% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Brendan G. Moody?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $6.28M, iShares MSCI EAFE Value ETF - $3.41M, iShares MSCI USA Quality Factor ETF - $3.22M, NVIDIA Corporation - $2.54M, and Vanguard Value ETF - $1.97M. 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: DoorDash, Inc - $388,697.79, lululemon athletica inc - $238,287.15, Alcoa Corporation - $129,523.09, Bitmine Immersion Technologies, Inc - $110,895.68, and Grayscale Bitcoin Trust ETF - $107,135. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brendan G. Moody's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.71M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.76M, iShares Core U.S. Aggregate Bond ETF - $1.69M, iShares MSCI EAFE Value ETF - $1.32M, Vanguard Value ETF - $513,124.47, and iShares National Muni Bond ETF - $512,919.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brendan G. Moody's monthly returns?
Brendan G. Moody'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 Brendan G. Moody's strategy be considered aggressive or moderate?
Brendan G. Moody'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 Brendan G. Moody's strategy?
Brendan G. Moody'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.
