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:
68.25%
Gain -2.28%
Monthly
1.6%
Yearly
21.01%
Drawdown
20.15%
$348.34M
Equity
Holdings
$348.34M
Investment
$270.86M
$124.74M
Profit -$5.68M
Realized
$47.25M
Unrealized
$77.49M
Dividends
$15.33M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.28%
Profit
-$5.68M
Win %
71%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.82M
Win %
71%
This Month
Compared to last month
Gain
-1.68%
Profit
-$5.96M
Win %
71%
This Year
Compared to last year
Gain
-2.05%
Profit
-$7.22M
Win %
75%
COIN Coinbase Global, Inc.
+11.18%
+$44,807.07 
NBIS Nebius Group N.V.
+11%
+$47,802.3 
WDC Western Digital Corporation
+9.09%
+$32,530.88 
MU Micron Technology, Inc.
+6.31%
+$48,685.36 
CRWV CoreWeave, Inc.
+5.6%
+$13,088 
INTC Intel Corporation
+5.18%
+$12,685.66 
NVS Novartis AG Sponsored ADR
+4.5%
+$16,865.5 
AMD Advanced Micro Devices, Inc.
+4.43%
+$11,221.92 
ANET Arista Networks, Inc.
+3.68%
+$27,007.05 
ORCL Oracle Corporation
+3.22%
+$17,795.08 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$10,404 
VRT Vertiv Holdings Co
+2.86%
+$10,091.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.83%
+$17,922.8 
TSLA Tesla, Inc.
+2.78%
+$72,340.29 
IBIT iShares Bitcoin Trust
+2.78%
+$28,804.55 
LRCX Lam Research Corporation
+2.75%
+$16,520.04 
XCEM Columbia EM Core ex-China ETF
+2.65%
+$80,301.06 
BMNR Bitmine Immersion Technologies, Inc.
+2.44%
+$10,609.78 
UNH UnitedHealth Group Incorporated
+2.43%
+$5,924.5 
MS Morgan Stanley
+2.29%
+$6,238.76 
SPMO Invesco S&P 500 Momentum ETF
+2.27%
+$104,649.93 
ISRG Intuitive Surgical, Inc.
+2.21%
+$6,708.79 
ETHA iShares Ethereum Trust
+2.2%
+$16,630.74 
CAT Caterpillar Inc.
+2.15%
+$97,776.94 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$30,462.81 
VLUE iShares MSCI USA Value Factor ETF
+1.83%
+$4,909.35 
SPEM SPDR Portfolio Emerging Markets ETF
+1.62%
+$10,347.24 
SCHE Schwab Emerging Markets Equity ETF
+1.41%
+$13,278.5 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$143,750.7 
LMND Lemonade Inc.
+1.39%
+$8,657.4 
AVGO Broadcom Inc.
+1.32%
+$8,300 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$33,108.52 
IXUS iShares Core International Stock ETF
+1.29%
+$8,588.4 
SCHF Schwab International Equity ETF
+1.27%
+$16,273.42 
EFG iShares MSCI EAFE Growth ETF
+1.26%
+$140,302.12 
ETN Eaton Corporation plc
+1.23%
+$3,194.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$31,759.7 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+1.2%
+$6,150.02 
JPM JPMorgan Chase & Co.
+1.18%
+$9,211.68 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$3,562.35 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$128,064.26 
EFA iShares MSCI EAFE ETF
+1.09%
+$3,589.6 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$107,566.96 
IEFA iShares Core MSCI EAFE ETF
+1.05%
+$13,794 
LLY Eli Lilly and Company
+1.01%
+$2,416.03 
DFIV Dimensional International Value ETF
+0.98%
+$13,541.04 
SCHM Schwab U.S. Mid-Cap ETF
+0.96%
+$6,018.94 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$16,381.61 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.93%
+$3,526 
RTX RTX Corporation
+0.9%
+$2,573.87 
ABBV AbbVie Inc.
+0.87%
+$3,811.16 
IEV iShares Europe ETF
+0.85%
+$2,033.19 
ROK Rockwell Automation, Inc.
+0.78%
+$5,933.34 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.78%
+$115,680.24 
WFC Wells Fargo & Company
+0.75%
+$2,036.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$6,441.84 
BMO Bank of Montreal
+0.57%
+$4,080 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$2,507.43 
NVDA NVIDIA Corporation
+0.55%
+$112,854.81 
VUG Vanguard Growth ETF
+0.55%
+$84,923.88 
IEUR iShares Core MSCI Europe ETF
+0.54%
+$3,137.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$14,655.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.51%
+$4,484.49 
IVV iShares Core S&P 500 ETF
+0.5%
+$338,333.38 
JNJ Johnson & Johnson
+0.5%
+$1,303.52 
VO Vanguard Mid-Cap ETF
+0.49%
+$7,851.06 
DFAS Dimensional U.S. Small Cap ETF
+0.48%
+$2,907.06 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$6,955.55 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$18,236.42 
VOO Vanguard S&P 500 ETF
+0.45%
+$4,443.42 
VTV Vanguard Value ETF
+0.45%
+$56,153.02 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.45%
+$4,017.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.45%
+$6,902.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.44%
+$18,978.05 
IXC iShares Global Energy ETF
+0.42%
+$3,560.18 
SCHX Schwab U.S. Large-Cap ETF
+0.41%
+$2,408.64 
OEF iShares S&P 100 ETF
+0.38%
+$8,540.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$11,040.48 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$1,404.98 
SHLD Global X Defense Tech ETF
+0.23%
+$12,194.42 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$16,543.78 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$1,286.11 
NFLX Netflix, Inc.
+0.15%
+$791 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.13%
+$1,261.08 
SCHH Schwab U.S. REIT ETF
+0.12%
+$703.2 
TT Trane Technologies plc
+0.1%
+$453.6 
META Meta Platforms Inc Class A
+0.09%
+$4,279.98 
UBER Uber Technologies, Inc.
+0.08%
+$166.37 
IWD iShares Russell 1000 Value ETF
+0.07%
+$254.34 
XLE Energy Select Sector SPDR Fund
+0.06%
+$207.83 
BINC iShares Flexible Income Active ETF
+0.01%
+$275.34 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PANW Palo Alto Networks, Inc.
-2.91%
-$11,926.24 
SHOP Shopify Inc.
-1.61%
-$26,325.65 
HD The Home Depot, Inc.
-1.18%
-$2,990.46 
MCD McDonald's Corporation
-1.04%
-$2,558.43 
AMZN Amazon.com Inc
-1.03%
-$40,815.6 
MA Mastercard Incorporated
-0.97%
-$2,429.7 
V Visa Inc. Class A
-0.92%
-$16,035.86 
WMT Walmart Inc.
-0.82%
-$4,377.36 
COST Costco Wholesale Corporation
-0.72%
-$8,488.11 
GOOG Alphabet Inc
-0.71%
-$34,855.15 
GOOGL Alphabet Inc
-0.69%
-$3,205.17 
PLTR Palantir Technologies Inc.
-0.66%
-$3,808.22 
ABNB Airbnb, Inc.
-0.62%
-$2,541.6 
MSFT Microsoft Corp.
-0.6%
-$9,377.18 
DASH DoorDash, Inc.
-0.53%
-$9,608.72 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$3,127.39 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$11,335.37 
TLT iShares 20+ Year Treasury Bond ETF
-0.23%
-$618.83 
MBB iShares MBS ETF
-0.22%
-$4,719.1 
SYSB iShares Systematic Bond ETF
-0.17%
-$530.85 
LMUB iShares Long-Term National Muni Bond ETF
-0.16%
-$9,636 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$31,537.69 
AAPL Apple Inc.
-0.15%
-$5,649.94 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$7,314.09 
MUB iShares National Muni Bond ETF
-0.09%
-$3,968.43 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$3,008.25 
HYDB iShares High Yield Systematic Bond ETF
-0.03%
-$209.64 
BNDX Vanguard Total International Bond ETF
-0.02%
-$876.28 Events
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Dividends
Dividend Analysis
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| Trades 1254 | Longs Won 991/1254 79% | Profit Factor 16.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $455,090.04 |
| Average Win $133,794.53 | Best Trade (Jul 21) $9.01M | Sharpe Ratio -9.19 |
| Average Loss -$29,866.58 | Worst Trade (Jul 24) -$971,396.94 | Z-Score 1.95 (94.83%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $99,470.07 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $6.27M, iShares MSCI EAFE Value ETF - $3.41M, iShares MSCI USA Quality Factor ETF - $3.22M, NVIDIA Corporation - $2.54M, and Vanguard Value ETF - $1.98M. 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: DoorDash, Inc - $388,697.79, Grayscale Bitcoin Trust ETF - $107,135, Alcoa Corporation - $81,844.49, Spotify Technology S.A - $45,156.67, and Coinbase Global, Inc - $18,975.85. 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 $15.33M 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 - $1.55M, iShares MSCI EAFE Value ETF - $1.32M, Vanguard Value ETF - $527,192.73, and iShares National Muni Bond ETF - $488,845.59. 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.
