Brian Clay Portfolio
Invests via Clay Northam Wealth Management LLC | Managed by Brian M. Clay, Darren Northam
Invests via Clay Northam Wealth Management LLC
Managed by Brian M. Clay, Darren Northam
Automatically Tracked
Brian Clay Profile
Brian Clay is a seasoned entrepreneur with extensive experience in the technology sector. His career has been marked by his innovative approach to product development and strategic market positioning, particularly within digital solutions. Known for founding multiple successful startups, he has played a pivotal role in advancing technological innovations that streamline business operations. With a strong track record of transforming concepts into scalable businesses, Brian's expertise lies in identifying emerging trends and creating responsive strategies to leverage them effectively. His leadership not only fosters growth but also cultivates an environment where creativity can thrive.
Brian Clay is a seasoned entrepreneur with extensive experience in the technology sector. His career has been marked by his innovative approach to product development and strategic market positioning, particularly within digital solutions. Known for founding multiple successful startups, he has played a pivotal role in advancing technological innovations that streamline business operations. With a strong track record of transforming concepts into scalable businesses, Brian's expertise lies in identifying emerging trends and creating responsive strategies to leverage them effectively. His leadership not only fosters growth but also cultivates an environment where creativity can thrive.
Investment Philosophy & Strategy
Market dynamics continuously evolve, creating fertile ground for disruptive innovations. Brian Clay capitalizes on his entrepreneurial acumen to identify opportunities within the technology landscape that others might overlook. His method hinges on cultivating agile startups that adapt swiftly to shifts in consumer demands and industry trends. This approach not only emphasizes scalability but also enhances competitiveness by integrating cutting-edge digital solutions into core business functions. Leveraging deep market insights allows him to align growth strategies with prevailing trends, ensuring sustained relevance and operational efficiency for his ventures.
Market dynamics continuously evolve, creating fertile ground for disruptive innovations. Brian Clay capitalizes on his entrepreneurial acumen to identify opportunities within the technology landscape that others might overlook. His method hinges on cultivating agile startups that adapt swiftly to shifts in consumer demands and industry trends. This approach not only emphasizes scalability but also enhances competitiveness by integrating cutting-edge digital solutions into core business functions. Leveraging deep market insights allows him to align growth strategies with prevailing trends, ensuring sustained relevance and operational efficiency for his ventures.
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:
90.29%
Gain -4.33%
Monthly
0.99%
Yearly
12.58%
Drawdown
28.53%
$199.6M
Equity
Holdings
$199.6M
Investment
$135.41M
$58.29M
Profit -$5.69M
Realized
-$5.9M
Unrealized
$64.19M
Dividends
$6.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.33%
Profit
-$5.69M
Win %
79%
This Week
Compared To Last Week
Gain
-2.27%
Profit
-$4.64M
Win %
79%
This Month
Compared to last month
Gain
-1.73%
Profit
-$3.51M
Win %
79%
This Year
Compared to last year
Gain
12.16%
Profit
$21.63M
Win %
78%
BABA Alibaba Group Holding Limited SP ADR
+4.78%
+$26,555.13 
AMD Advanced Micro Devices, Inc.
+2.72%
+$14,339.86 
PLTR Palantir Technologies Inc.
+2.52%
+$30,205.1 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.49%
+$31,816.71 
STX Seagate Technology Holdings plc
+2.32%
+$28,284.74 
MSFT Microsoft Corp.
+1.88%
+$102,868.29 
SHOP Shopify Inc.
+1.88%
+$14,339.92 
GOOG Alphabet Inc
+1.68%
+$216,794.34 
GOOGL Alphabet Inc
+1.58%
+$22,584.49 
IBIT iShares Bitcoin Trust
+1.47%
+$7,597 
MELI MercadoLibre, Inc.
+1.44%
+$13,786.32 
AIQ Global X Artificial Intelligence & Technology ETF
+1.04%
+$3,275.7 
VRT Vertiv Holdings Co
+1.02%
+$6,648.75 
THNQ Robo Global Artificial Intelligence ETF
+1%
+$3,465 
OGIG ALPS O’Shares Global Internet Giants ETF
+0.96%
+$6,455.61 
AMZN Amazon.com Inc
+0.94%
+$122,856.24 
DOCN DigitalOcean Holdings Inc.
+0.9%
+$23,100.23 
XOM Exxon Mobil Corporation
+0.84%
+$2,573 
GHY PGIM Global High Yield Fund, Inc.
+0.59%
+$746.27 
TXN Texas Instruments Inc
+0.56%
+$2,187.83 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.52%
+$15,629.25 
META Meta Platforms Inc Class A
+0.43%
+$16,858.12 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$29,257.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.36%
+$3,025.05 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$1,284.53 
QQQI Neos NASDAQ-100 High Income ETF
+0.33%
+$3,272.22 
QQQM Invesco NASDAQ 100 ETF
+0.3%
+$733.58 
SCHE Schwab Emerging Markets Equity ETF
+0.3%
+$5,098.38 
HON Honeywell International Inc.
+0.28%
+$661.85 
GSAT Globalstar, Inc.
+0.21%
+$616.42 
DXJ WisdomTree Japan Hedged Equity Fund
+0.16%
+$371.25 
CEF Sprott Physical Gold and Silver Trust
+0.14%
+$369.65 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$19,355.92 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.11%
+$518.17 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.1%
+$1,681.65 
NVDA NVIDIA Corporation
+0.08%
+$6,106.42 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.04%
+$271.3 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.04%
+$80.25 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.03%
+$96 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$181.83 
SPYI NEOS S&P 500 High Income ETF
+0.01%
+$87.31 
FFWM First Foundation Inc.
0%
$0 
GLBE Global-E Online Ltd.
-3.36%
-$30,643.2 
TSLA Tesla, Inc.
-2.59%
-$122,987.1 
LLY Eli Lilly and Company
-2.28%
-$7,136.45 
LOW Lowe's Companies Inc.
-2.24%
-$5,335.2 
JMIA Jumia Technologies AG
-2.15%
-$1,435 
BA Boeing Company
-2.05%
-$6,418.18 
NFLX Netflix, Inc.
-2.03%
-$5,754 
CAT Caterpillar Inc.
-1.8%
-$10,793.85 
HD The Home Depot, Inc.
-1.68%
-$5,147.1 
WMT Walmart Inc.
-1.47%
-$13,799.52 
AAPL Apple Inc.
-1.42%
-$244,597.7 
JNJ Johnson & Johnson
-1.39%
-$3,692.49 
HTEC Robo Global Healthcare Technology and Innovation ETF
-1.26%
-$8,400 
BAC Bank of America Corporation
-1.22%
-$4,899 
ARDX Ardelyx Inc.
-1.15%
-$19,917.9 
ED Consolidated Edison, Inc.
-1.13%
-$2,540 
RONB Baron First Principles ETF
-1.07%
-$17,668.32 
PH Parker-Hannifin Corporation
-0.97%
-$2,559.48 
XLV Health Care Select Sector SPDR Fund
-0.95%
-$5,861.43 
NEE NextEra Energy, Inc.
-0.95%
-$3,916.92 
JPM JPMorgan Chase & Co.
-0.89%
-$7,463.35 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.74%
-$16,935.84 
ROBO ROBO Global Robotics & Automation Index ETF
-0.72%
-$7,438.48 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$28,502.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.65%
-$15,875.75 
COST Costco Wholesale Corporation
-0.63%
-$2,996.37 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$69,519.6 
CRWD CrowdStrike Holdings, Inc.
-0.54%
-$35,852.28 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.53%
-$3,864 
CSCO Cisco Systems, Inc.
-0.49%
-$2,126.3 
XLF Financial Select Sector SPDR Fund
-0.48%
-$3,014.57 
SCHF Schwab International Equity ETF
-0.44%
-$5,307 
HR Healthcare Realty Trust Incorporated
-0.37%
-$1,257.36 
AMAT Applied Materials, Inc.
-0.36%
-$3,761.28 
TXUE Thornburg International Equity ETF
-0.35%
-$2,883 
TMB Thornburg Multi-Sector Bond ETF
-0.32%
-$5,064 
XT iShares Future Exponential Technologies ETF
-0.31%
-$2,478.25 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.28%
-$15,319.33 
VCV Invesco California Value Municipal Income Trust
-0.28%
-$871.98 
COWZ Pacer US Cash Cows 100 ETF
-0.26%
-$47,069.77 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$618.65 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.22%
-$8,259.3 
ROKU Roku, Inc.
-0.21%
-$1,137.3 
MCD McDonald's Corporation
-0.2%
-$441.66 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.15%
-$1,781.92 
VZ Verizon Communications Inc.
-0.15%
-$340.73 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$860.84 
WM Waste Management, Inc.
-0.11%
-$270 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.09%
-$238.95 
GPIX S&P 500 Core Premium Income Fund
-0.08%
-$1,559.92 
GLD SPDR Gold Shares
-0.08%
-$1,348.2 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.08%
-$242.55 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$249.57 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.07%
-$285.77 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.07%
-$368.48 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.07%
-$788.51 
IAU iShares Gold Trust
-0.07%
-$303.09 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$214.5 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.04%
-$679.1 Events
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Dividends
Dividend Analysis
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| Trades 1096 | Longs Won 604/1096 55% | Profit Factor 5.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $460,988.47 |
| Average Win $117,614.45 | Best Trade (Jul 22) $9.15M | Sharpe Ratio -12.25 |
| Average Loss -$25,903.22 | Worst Trade (Jun 29) -$1.16M | Z-Score 1.11 (73.43%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $53,188.64 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
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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FAQ
Which stocks have generated the highest profits for Brian Clay?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $995,803.51, Pacer US Cash Cows 100 ETF - $858,576.63, Palantir Technologies Inc - $694,626.75, Schwab U.S. Large-Cap Growth ETF - $534,117.19, and Apple Inc - $387,244.19. 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: Twilio Inc - $1.44M, Fastly, Inc - $959,366.16, The Trade Desk, Inc. Class A - $738,065.1, Roku, Inc - $639,063.28, and Shopify Inc - $579,072.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Clay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.71M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.05M, Pacer US Cash Cows 100 ETF - $857,060.31, Schwab U.S. Aggregate Bond ETF - $725,436.15, Apple Inc - $249,903.35, and iShares 20+ Year Treasury Bond ETF - $232,057.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Clay's monthly returns?
Brian Clay'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 Brian Clay's strategy be considered aggressive or moderate?
Brian Clay'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 Brian Clay's strategy?
Brian Clay'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.
