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:
11.03%
Gain -1.17%
Monthly
0.01%
Yearly
0.13%
Drawdown
16.02%
$266.77M
Equity
Holdings
$266.77M
Investment
$266.36M
-$5.29M
Profit -$2.26M
Realized
-$5.7M
Unrealized
$403,599.89
Dividends
$28.69M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.17%
Profit
-$2.26M
Win %
49%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$2.04M
Win %
49%
This Month
Compared to last month
Gain
-1.02%
Profit
-$2.75M
Win %
49%
This Year
Compared to last year
Gain
-1.02%
Profit
-$2.75M
Win %
43%
INTC Intel Corporation
+3.3%
+$4,819.9 
MU Micron Technology, Inc.
+2.8%
+$6,108.87 
PLTR Palantir Technologies Inc.
+2.6%
+$10,842.88 
AVGO Broadcom Inc.
+2.24%
+$8,579.07 
MAXI Simplify Bitcoin Strategy PLUS Income ETF
+2.23%
+$15,134.13 
MSFT Microsoft Corp.
+1.71%
+$14,719.28 
GOOG Alphabet Inc
+1.53%
+$10,864.26 
GOOGL Alphabet Inc
+1.46%
+$11,240.19 
AMZN Amazon.com Inc
+0.77%
+$8,107.95 
SPMO Invesco S&P 500 Momentum ETF
+0.76%
+$8,801.61 
TXN Texas Instruments Inc
+0.65%
+$2,347.64 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
+0.51%
+$3,160.49 
QQQM Invesco NASDAQ 100 ETF
+0.41%
+$13,507.01 
META Meta Platforms Inc Class A
+0.35%
+$1,953.67 
SBAR Simplify Barrier Income ETF
+0.35%
+$1,308.51 
LRNZ TrueShares Technology, AI & Deep Learning ETF
+0.32%
+$3,366.15 
NVDA NVIDIA Corporation
+0.26%
+$10,635.18 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.26%
+$2,457.12 
ONEH TrueShares Equity Hedge ETF
+0.22%
+$2,257.91 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.16%
+$29,632.07 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.14%
+$10,751 
NOCT Innovator Growth-100 Power Buffer ETF
+0.14%
+$1,404.71 
JULZ TrueShares Structured Outcome July Fund
+0.14%
+$1,414.65 
KO The Coca-Cola Company
+0.14%
+$1,700.7 
ACII Innovator Index Autocallable Income ETF
+0.12%
+$4,655.01 
LMT Lockheed Martin Corporation
+0.11%
+$280.72 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.03%
+$83.29 
IBHG iShares iBonds 2027 High Yield Income
+0.02%
+$979.09 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.02%
+$876.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$511.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,353.49 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$2,665.17 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
ONEZ
0%
$0 
PVEX
0%
$0 
QBER
0%
$0 
TLSA Tiziana Life Sciences Ltd.
-3.74%
-$12,929.6 
TSLA Tesla, Inc.
-2.52%
-$18,410.28 
AAPL Apple Inc.
-2.09%
-$30,160.54 
LRCX Lam Research Corporation
-1.77%
-$5,026.24 
PAYH TrueShares S&P Hedged Structured Income High ETF
-1.74%
-$43,091.99 
WMT Walmart Inc.
-1.66%
-$7,212.4 
ORLY O'Reilly Automotive Inc.
-1.61%
-$35,200.36 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.21%
-$35,109.3 
TYA Simplify Intermediate Term Treasury ETF
-0.95%
-$23,826.24 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.79%
-$66,824.55 
BMY Bristol-Myers Squibb Company
-0.7%
-$24,732.03 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$1,877.56 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-0.59%
-$271,738.05 
CSCO Cisco Systems, Inc.
-0.45%
-$868 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.37%
-$112,878.3 
AMAT Applied Materials, Inc.
-0.32%
-$1,015.69 
VZ Verizon Communications Inc.
-0.28%
-$8,821.08 
RJDI RJ Eagle GCM Dividend Select Income ETF
-0.28%
-$16,820.96 
GLD SPDR Gold Shares
-0.21%
-$1,265.58 
IAU iShares Gold Trust
-0.2%
-$629.61 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
-0.16%
-$1,638.94 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$19,147.63 
MARZ TrueShares Structured Outcome March Fund
-0.15%
-$2,811.55 
MO Altria Group, Inc.
-0.14%
-$1,817.2 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$3,979.53 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.1%
-$1,194.52 
IVV iShares Core S&P 500 ETF
-0.04%
-$145.28 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.03%
-$9,437.46 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$116.14 
SPYI NEOS S&P 500 High Income ETF
-0.01%
-$397.39 Events
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Dividends
Dividend Analysis
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| Trades 1040 | Longs Won 342/1040 32% | Profit Factor 0.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $152,446.73 |
| Average Win $59,865.13 | Best Trade (Jun 30) $3.17M | Sharpe Ratio -10.6 |
| Average Loss -$36,914.62 | Worst Trade (Sep 30) -$1.01M | Z-Score -12.41 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy -$5,088.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 32845884061845276000000000000000000000000000000000000000000000000000000000000000000000000000000000000E% | 276391828331392700000000000000000000000000000000000000000000000000E% | 839443298830573500000000000000000000000000000E% | 2325784339508988800000000000000E% | 11883811565681740000E% | 7063754706.91E% | 111.85E% | 19.57T% | 21.45M% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
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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FAQ
Which stocks have generated the highest profits for Joshua Frierdich?
The largest contributions to the portfolio's profits come from the following stocks: Cisco Systems, Inc - $3.81M, PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $3.45M, iShares iBonds 2024 Term High Yield and Income ETF - $2.16M, iShares iBonds 2025 Term High Yield and Income ETF - $1.99M, and Vanguard Dividend Appreciation ETF - $1.66M. 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: iShares 10+ Year Investment Grade Corporate Bond ETF - $1.18M, Schwab U.S. TIPS ETF - $821,351.97, Utilities Select Sector SPDR Fund - $788,518.04, VanEck Preferred Securities ex Financials ETF - $767,191.69, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $754,411.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Frierdich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.69M earned over time. The largest contributors to dividend income include PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $3.46M, iShares iBonds 2024 Term High Yield and Income ETF - $2.16M, iShares iBonds 2025 Term High Yield and Income ETF - $1.99M, iShares iBonds 2026 Term High Yield and Income ETF - $1.62M, and PIMCO Ultra Short Government Active Exchange-Traded Fund - $1.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Frierdich's monthly returns?
Joshua Frierdich's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joshua Frierdich's strategy be considered aggressive or moderate?
Joshua Frierdich's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joshua Frierdich's strategy?
Joshua Frierdich's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
