Registered as a boutique wealth management firm, Portus Wealth Advisors LLC provides fiduciary financial planning and discretionary portfolio management for high-net-worth individuals and families. The firm emphasizes tax-aware asset allocation, retirement and estate planning, and outsourced CIO services, typically using multi-asset strategies and SMA/ETF implementations. Capital focus is advisory AUM with fee-based revenue; distribution channels include RIAs, registered representatives and institutional referrals. Competitive positioning centers on personalized service, integrated planning and objective investment policy implementation.
Registered as a boutique wealth management firm, Portus Wealth Advisors LLC provides fiduciary financial planning and discretionary portfolio management for high-net-worth individuals and families. The firm emphasizes tax-aware asset allocation, retirement and estate planning, and outsourced CIO services, typically using multi-asset strategies and SMA/ETF implementations. Capital focus is advisory AUM with fee-based revenue; distribution channels include RIAs, registered representatives and institutional referrals. Competitive positioning centers on personalized service, integrated planning and objective investment policy implementation.
Delivers fiduciary, fee-first wealth management focused on multi-asset, tax-aware solutions for high-net-worth clients and institutional referrals. Investment philosophy centers on durable asset allocation, pragmatic risk management, and cost-efficient SMA/ETF implementations guided by an outsourced-CIO framework. Capital deployment prioritizes advisory AUM via tailored discretionary mandates, with a tilt toward tax-sensitive income, retirement income sustainability, and estate liquidity planning. Underwriting emphasizes client-specific policy governance, drawdown control, and manager/ETF selection discipline; time horizon is long-term with active rebalancing, tactical cash management, and a conservative-to-moderate risk bias.
Delivers fiduciary, fee-first wealth management focused on multi-asset, tax-aware solutions for high-net-worth clients and institutional referrals. Investment philosophy centers on durable asset allocation, pragmatic risk management, and cost-efficient SMA/ETF implementations guided by an outsourced-CIO framework. Capital deployment prioritizes advisory AUM via tailored discretionary mandates, with a tilt toward tax-sensitive income, retirement income sustainability, and estate liquidity planning. Underwriting emphasizes client-specific policy governance, drawdown control, and manager/ETF selection discipline; time horizon is long-term with active rebalancing, tactical cash management, and a conservative-to-moderate risk bias.
| Trades 758 | Longs Won 493/758 65% | Profit Factor 7.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,300.22 |
| Average Win $41,350.4 | Best Trade (Oct 14) $2.37M | Sharpe Ratio -12.15 |
| Average Loss -$10,597.4 | Worst Trade (Oct 14) -$373,843.62 | Z-Score 0.46 (35.65%) |
| Commissions $0 | Avg. Trade Length 4m 2w | Expectancy $23,189.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 10,819 | $2.78M | $3.71M | - | $938,442.41 | 33.81% | +0.089% |
ACWI iShares MSCI ACWI ETF | 119,307 | $16.55M | $18.93M | - | $2.39M | 14.42% | -0.031% |
AGG iShares Core U.S. Aggregate Bond ETF | 3,427 | $343,556.85 | $326,867.26 | - | -$16,689.59 | -4.86% | +0.591% |
AMZN Amazon.com Inc | 7,918 | $1.74M | $2.01M | - | $261,140.38 | 14.97% | -0.291% |
AVGO Broadcom Inc. | 4,801 | $1.6M | $1.63M | - | $33,526.36 | 2.1% | -2.032% |
AXP American Express Company | 4,206 | $1.4M | $1.3M | - | -$100,241.47 | -7.14% | +0.966% |
BRK-B Berkshire Hathaway Inc. | 543 | $272,815.86 | $286,926.58 | - | $14,110.72 | 5.17% | +0.391% |
CAT Caterpillar Inc. | 2,994 | $1.44M | $2.18M | - | $739,962.97 | 51.31% | -2.697% |
CIFR Cipher Mining Inc. | 11,776 | $166,928.66 | $109,811.2 | - | -$57,117.46 | -34.22% | -6.187% |
CSCO Cisco Systems, Inc. | 3,270 | $224,120.66 | $356,364.6 | - | $132,243.94 | 59.01% | -4.101% |
CVX Chevron Corporation | 8,155 | $1.28M | $1.8M | - | $519,980.34 | 40.6% | -0.558% |
CWI SPDR MSCI ACWI ex-US ETF | 220,997 | $7.79M | $8.77M | - | $975,236.61 | 12.51% | -0.151% |
EEM iShares MSCI Emerging Markets ETF | 44,029 | $3.01M | $2.8M | - | -$205,400.72 | -6.83% | -1.141% |
GEV GE Vernova Inc. | 1,831 | $1.45M | $1.67M | - | $220,079.53 | 15.13% | -2.891% |
GOOGL Alphabet Inc | 2,320 | $570,733.97 | $808,148.8 | - | $237,414.83 | 41.6% | +0.201% |
GRNY Fundstrat Granny Shots US Large Cap ETF | 261,287 | $6.54M | $7.2M | - | $660,989.87 | 10.11% | -0.38% |
GS The Goldman Sachs Group, Inc. | 788 | $652,313.67 | $693,258.76 | - | $40,945.09 | 6.28% | +0.119% |
IJH iShares Core S&P Mid-Cap ETF | 21,210 | $1.39M | $1.54M | - | $145,866.16 | 10.47% | +0.381% |
IVV iShares Core S&P 500 ETF | 333 | $222,768.02 | $257,442.29 | - | $34,674.27 | 15.57% | +0.001% |
IYW iShares U.S. Technology ETF | 1,260 | $246,784 | $324,462.6 | - | $77,678.6 | 31.48% | -0.782% |