William Frye Portfolio
Invests via RPOA Advisors Inc. | Managed by William R. Frye
Invests via RPOA Advisors Inc.
Managed by William R. Frye
Automatically Tracked
William Frye Profile
William Frye has established a distinguished career as an entrepreneur and operator in the technology sector, bringing innovations that bridge digital solutions with market needs. His leadership spans various startups where he has successfully scaled operations and navigated the complexities of rapid growth while securing strategic partnerships. With a proven track record in identifying emerging trends, he remains a sought-after advisor within venture capital circles, helping nascent companies refine their product offerings for maximum impact. Frye’s keen insight into consumer behavior also positions him effectively for cultivating long-term relationships with investors looking to capitalize on technological advancements.
William Frye has established a distinguished career as an entrepreneur and operator in the technology sector, bringing innovations that bridge digital solutions with market needs. His leadership spans various startups where he has successfully scaled operations and navigated the complexities of rapid growth while securing strategic partnerships. With a proven track record in identifying emerging trends, he remains a sought-after advisor within venture capital circles, helping nascent companies refine their product offerings for maximum impact. Frye’s keen insight into consumer behavior also positions him effectively for cultivating long-term relationships with investors looking to capitalize on technological advancements.
Investment Philosophy & Strategy
Through a keen understanding of consumer dynamics and technological trends, William Frye exemplifies an entrepreneurial approach to investing. His experience scaling startups uniquely positions him to identify undervalued companies poised for innovation. By fostering strategic collaborations, he seeks opportunities that promise both growth and sustainability in the tech landscape. This focus on synergy allows him to craft tailored investment strategies, often prioritizing ventures with significant market disruption potential. As an active participant in venture capital discussions, his insights enhance the alignment between investor expectations and startup trajectories.
Through a keen understanding of consumer dynamics and technological trends, William Frye exemplifies an entrepreneurial approach to investing. His experience scaling startups uniquely positions him to identify undervalued companies poised for innovation. By fostering strategic collaborations, he seeks opportunities that promise both growth and sustainability in the tech landscape. This focus on synergy allows him to craft tailored investment strategies, often prioritizing ventures with significant market disruption potential. As an active participant in venture capital discussions, his insights enhance the alignment between investor expectations and startup trajectories.
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:
22.74%
Gain 0%
Monthly
0.66%
Yearly
8.22%
Drawdown
63.56%
$3.49B
Equity
Holdings
$3.49B
Investment
$3.14B
$758.08M
Profit -$5,729.86
Realized
$412.26M
Unrealized
$345.82M
Dividends
$247.98M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
-$5,729.86
Win %
60%
This Week
Compared To Last Week
Gain
0.13%
Profit
$4.5M
Win %
60%
This Month
Compared to last month
Gain
0.13%
Profit
$4.5M
Win %
60%
This Year
Compared to last year
Gain
-0.64%
Profit
-$22.43M
Win %
56%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 82 | Longs Won 56/82 68% | Profit Factor 21.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $40.95M |
| Average Win $14.18M | Best Trade (Aug 02) $269.24M | Sharpe Ratio -11.7 |
| Average Loss -$1.39M | Worst Trade (Aug 02) -$21.71M | Z-Score 0 (0.25%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $9.24M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.78% |
| Consecutive Losing Trades | 2,506 | 2,256 | 2,005 | 1,754 | 1,504 | 1,253 | 1,003 | 752 | 501 | 251 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BKAG BNY Mellon Core Bond ETF | 20.73M | $880.28M | $855.91M | - | -$24.37M | -2.77% | -0.242% |
 BKHY BNY Mellon High Yield ETF | 4,510 | $216,795.71 | $212,908.08 | - | -$3,887.63 | -1.79% | -0.047% |
 BKIE BNY Mellon International Equity ETF | 9.73M | $286.39M | $329.64M | - | $43.24M | 15.1% | -0.703% |
 BKLC BNY Mellon US Large Cap Core Equity ETF | 32.87M | $1.29B | $1.57B | - | $280.19M | 21.8% | +0.698% |
 BKMC BNY Mellon US Mid Cap Core Equity ETF | 10.38M | $375.17M | $417.54M | - | $42.37M | 11.29% | -0.112% |
 BKUI BNY Mellon Ultra Short Income ETF | 6.33M | $314.84M | $314.63M | - | -$203,973.76 | -0.06% | 0.0 |
 MSFT Microsoft Corp. | 1,071 | $399,504 | $497,715.12 | - | $98,211.12 | 24.58% | +3.019% |
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 William Frye?
The largest contributions to the portfolio's profits come from the following stocks: BNY Mellon US Large Cap Core Equity ETF - $326.33M, BNY Mellon Core Bond ETF - $114.14M, BNY Mellon International Equity ETF - $90.19M, BNY Mellon US Mid Cap Core Equity ETF - $63.12M, and BNY Mellon High Yield ETF - $35.23M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does William Frye's portfolio generate?
The portfolio generates substantial dividend income, with a total of $247.98M earned over time. The largest contributors to dividend income include BNY Mellon Core Bond ETF - $116.56M, BNY Mellon US Large Cap Core Equity ETF - $43.04M, BNY Mellon High Yield ETF - $35.19M, BNY Mellon International Equity ETF - $25.62M, and BNY Mellon US Mid Cap Core Equity ETF - $14.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Frye's monthly returns?
William Frye'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 William Frye's strategy be considered aggressive or moderate?
William Frye's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow William Frye's strategy?
William Frye'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.
