JF
Joshua Frierdich Portfolio
Invests via Mid-American Wealth Advisory Group Inc. | Managed by Joshua Henry Frierdich, Mark S. Falter
Invests via Mid-American Wealth Advisory Group Inc.
Managed by Joshua Henry Frierdich, Mark S. Falter
Automatically Tracked
Joshua Frierdich Profile
With a solid foundation in both entrepreneurship and financial investment, Joshua Frierdich has developed a diverse skill set that bridges various sectors. Known for his keen insight into market dynamics, he leverages extensive operational experience to drive growth across emerging ventures. His role in fostering innovative business strategies allows him to identify valuable opportunities and nurture talent within organizations. Additionally, Frierdich actively engages with startup ecosystems, contributing not only as an investor but also as a mentor who shapes the next generation of entrepreneurs. His multifaceted approach emphasizes collaboration and creative problem-solving in navigating the complexities of modern finance.
With a solid foundation in both entrepreneurship and financial investment, Joshua Frierdich has developed a diverse skill set that bridges various sectors. Known for his keen insight into market dynamics, he leverages extensive operational experience to drive growth across emerging ventures. His role in fostering innovative business strategies allows him to identify valuable opportunities and nurture talent within organizations. Additionally, Frierdich actively engages with startup ecosystems, contributing not only as an investor but also as a mentor who shapes the next generation of entrepreneurs. His multifaceted approach emphasizes collaboration and creative problem-solving in navigating the complexities of modern finance.
Investment Philosophy & Strategy
With a strong focus on entrepreneurial innovation, Joshua Frierdich actively seeks to transform nascent ideas into viable businesses. His leadership in dynamic market environments drives his decision-making, enabling him to capitalize on untapped potential and foster growth within startups. By employing a hands-on approach, he navigates the intricacies of capital allocation with agility and insight. In addition to identifying promising investments, he places significant emphasis on empowering emerging leaders through mentorship, encouraging collaborative exploration of solutions that adapt to evolving market trends.
With a strong focus on entrepreneurial innovation, Joshua Frierdich actively seeks to transform nascent ideas into viable businesses. His leadership in dynamic market environments drives his decision-making, enabling him to capitalize on untapped potential and foster growth within startups. By employing a hands-on approach, he navigates the intricacies of capital allocation with agility and insight. In addition to identifying promising investments, he places significant emphasis on empowering emerging leaders through mentorship, encouraging collaborative exploration of solutions that adapt to evolving market trends.
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:
7.49%
Gain -0.26%
Monthly
-0.11%
Yearly
-1.29%
Drawdown
17.55%
$227.77M
Equity
Holdings
$227.77M
Investment
$220.19M
-$2.3M
Profit -$592,670.54
Realized
-$9.88M
Unrealized
$7.58M
Dividends
$27.42M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$592,670.54
Win %
50%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$642,704.22
Win %
50%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.12M
Win %
50%
This Year
Compared to last year
Gain
0.79%
Profit
$1.82M
Win %
50%
VZ Verizon Communications Inc.
+1.11%
+$46,313.28 
PSBD Palmer Square Capital BDC Inc.
+0.47%
+$2,726.4 
MO Altria Group, Inc.
+0.34%
+$6,425.12 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.21%
+$1,794.69 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.2%
+$61,323.61 
SCHA Schwab U.S. Small-Cap ETF
+0.17%
+$4,844.28 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.1%
+$549.85 
WMT Walmart Inc.
+0.07%
+$328.23 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.04%
+$1,570.03 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$5,128.88 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,468.79 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.03%
+$6,066.71 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$190 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$4,692.25 
CRDT Simplify Opportunistic Income ETF
0%
$0 
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
0%
$0 
ONEZ
0%
$0 
QBER
0%
$0 
ACII Innovator Index Autocallable Income ETF
-8.87%
-$22,995.7 
AMZN Amazon.com Inc
-2.76%
-$12,652.99 
MSFT Microsoft Corp.
-2.01%
-$7,361.76 
ORLY O'Reilly Automotive Inc.
-1.55%
-$35,350 
AAPL Apple Inc.
-1.27%
-$12,100.71 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.88%
-$61,589.92 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.66%
-$1,573.44 
TSLA Tesla, Inc.
-0.6%
-$2,066.39 
GLD SPDR Gold Shares
-0.5%
-$3,317.78 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.48%
-$4,324.88 
QQQM Invesco NASDAQ 100 ETF
-0.47%
-$16,801.25 
NVDA NVIDIA Corporation
-0.45%
-$2,690.1 
GOOG Alphabet Inc
-0.42%
-$1,431.9 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.41%
-$96,852.65 
JULZ TrueShares Structured Outcome July Fund
-0.4%
-$3,009.26 
IAU iShares Gold Trust
-0.38%
-$1,264.5 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.34%
-$33,621.87 
FSEC Fidelity Investment Grade Securitized ETF
-0.34%
-$758.25 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,239.97 
CSCO Cisco Systems, Inc.
-0.31%
-$20,514.68 
SPMO Invesco S&P 500 Momentum ETF
-0.31%
-$5,187.39 
LRNZ TrueShares Technology, AI & Deep Learning ETF
-0.29%
-$2,929.91 
GOOGL Alphabet Inc
-0.26%
-$1,993.01 
VOO Vanguard S&P 500 ETF
-0.24%
-$803.43 
MARZ TrueShares Structured Outcome March Fund
-0.23%
-$5,164.21 
CAIE Calamos Autocallable Income ETF
-0.18%
-$1,071.65 
KO The Coca-Cola Company
-0.16%
-$3,151.98 
CDX Simplify High Yield ETF
-0.14%
-$6,312.24 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.13%
-$321.61 
SBAR Simplify Barrier Income ETF
-0.12%
-$11,720.1 
NOCT Innovator Growth-100 Power Buffer ETF
-0.09%
-$708.53 
MAXI Simplify Bitcoin Strategy PLUS Income ETF
-0.06%
-$88.47 
PYLD PIMCO Multisector Bond Active ETF
-0.04%
-$867 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$1,883.97 
IBHG iShares iBonds 2027 High Yield Income
-0.02%
-$1,044.34 
BMY Bristol-Myers Squibb Company
-0.02%
-$806.09 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
0%
-$187.06 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 974 | Longs Won 326/974 33% | Profit Factor 0.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $165,150.67 |
| Average Win $64,088.81 | Best Trade (Jun 11) $3.4M | Sharpe Ratio -10.36 |
| Average Loss -$35,797.44 | Worst Trade (Sep 30) -$1.01M | Z-Score -10.89 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy -$2,365.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
