BC
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:
50.45%
Gain +0.18%
Monthly
0.49%
Yearly
6%
Drawdown
20.19%
$202.99M
Equity
Holdings
$202.99M
Investment
$135.41M
$62.01M
Profit +$438,671.77
Realized
-$5.57M
Unrealized
$67.58M
Dividends
$6.42M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.18%
Profit
$438,671.77
Win %
81%
This Week
Compared To Last Week
Gain
-2.16%
Profit
-$4.48M
Win %
81%
This Month
Compared to last month
Gain
-3.02%
Profit
-$6.33M
Win %
81%
This Year
Compared to last year
Gain
4.92%
Profit
$10.63M
Win %
79%
ROKU Roku, Inc.
+20.08%
+$91,059.82 
STX Seagate Technology Holdings plc
+7.25%
+$97,509.55 
AMD Advanced Micro Devices, Inc.
+4.75%
+$24,666.9 
RONB Baron First Principles ETF
+3.24%
+$57,053.95 
AMAT Applied Materials, Inc.
+2.63%
+$28,444.66 
VZ Verizon Communications Inc.
+2.46%
+$6,054.51 
JPM JPMorgan Chase & Co.
+2.3%
+$17,667.36 
TSLA Tesla, Inc.
+1.88%
+$93,707.55 
VRT Vertiv Holdings Co
+1.63%
+$10,912.5 
BAC Bank of America Corporation
+1.52%
+$5,486.88 
CAT Caterpillar Inc.
+1.48%
+$9,070.92 
XLF Financial Select Sector SPDR Fund
+1.39%
+$8,205.2 
TXN Texas Instruments Inc
+1.36%
+$5,579.67 
NEE NextEra Energy, Inc.
+1.3%
+$5,152.61 
HTEC Robo Global Healthcare Technology and Innovation ETF
+1.12%
+$6,809.25 
JNJ Johnson & Johnson
+1.07%
+$2,674.95 
HR Healthcare Realty Trust Incorporated
+0.98%
+$3,143.4 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.94%
+$20,699.36 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.92%
+$6,568.8 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$72,819.17 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$15,780.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$112,003.8 
ED Consolidated Edison, Inc.
+0.86%
+$1,840 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.83%
+$14,487.36 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$143,978.12 
DXJ WisdomTree Japan Hedged Equity Fund
+0.74%
+$1,701 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$31,637.78 
HD The Home Depot, Inc.
+0.73%
+$2,158.16 
ROBO ROBO Global Robotics & Automation Index ETF
+0.73%
+$7,969.8 
COST Costco Wholesale Corporation
+0.72%
+$3,543.93 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$7,089.81 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,411.92 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$1,697.47 
THNQ Robo Global Artificial Intelligence ETF
+0.67%
+$2,373.11 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.62%
+$20,005.44 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$2,387.84 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$5,329.85 
CEF Sprott Physical Gold and Silver Trust
+0.6%
+$1,747.46 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,789.29 
GOOGL Alphabet Inc
+0.56%
+$8,220.04 
HON Honeywell International Inc.
+0.55%
+$2,583.35 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$10,399.5 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$4,889.08 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$3,012.94 
GOOG Alphabet Inc
+0.46%
+$61,194.96 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$16,518.6 
WMT Walmart Inc.
+0.45%
+$4,476.63 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$4,505.8 
GHY PGIM Global High Yield Fund, Inc.
+0.34%
+$426.44 
WM Waste Management, Inc.
+0.29%
+$640.01 
XOM Exxon Mobil Corporation
+0.29%
+$881.85 
SCHF Schwab International Equity ETF
+0.29%
+$3,538 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.28%
+$1,760.72 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.23%
+$693 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.21%
+$1,036.35 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.21%
+$3,550.15 
NVDA NVIDIA Corporation
+0.18%
+$13,289.66 
TXUE Thornburg International Equity ETF
+0.17%
+$1,455.91 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.16%
+$610.74 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.15%
+$348.29 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$24,194.9 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$392.32 
MSFT Microsoft Corp.
+0.13%
+$7,213.96 
PH Parker-Hannifin Corporation
+0.12%
+$304.7 
XT iShares Future Exponential Technologies ETF
+0.1%
+$793.04 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$532.07 
IAU iShares Gold Trust
+0.09%
+$425.18 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.09%
+$448 
AIQ Global X Artificial Intelligence & Technology ETF
+0.06%
+$214.8 
GSAT Globalstar, Inc.
+0.06%
+$181.3 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.06%
+$159.3 
GLD SPDR Gold Shares
+0.06%
+$1,033.58 
MCD McDonald's Corporation
+0.01%
+$16.07 
FFWM First Foundation Inc.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
DOCN DigitalOcean Holdings Inc.
-2.55%
-$96,286.94 
LLY Eli Lilly and Company
-2.41%
-$7,408.06 
PLTR Palantir Technologies Inc.
-2.35%
-$27,895.58 
SHOP Shopify Inc.
-1.96%
-$13,412.77 
ARDX Ardelyx Inc.
-1.73%
-$33,196.5 
AAPL Apple Inc.
-1.52%
-$232,213.5 
GLBE Global-E Online Ltd.
-1.48%
-$11,730.6 
MELI MercadoLibre, Inc.
-1.27%
-$10,814.04 
JMIA Jumia Technologies AG
-1.25%
-$922.5 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$70,964.74 
AMZN Amazon.com Inc
-1.21%
-$154,492.51 
NFLX Netflix, Inc.
-1.14%
-$3,822.3 
BA Boeing Company
-1.13%
-$3,669.62 
OGIG ALPS O’Shares Global Internet Giants ETF
-0.81%
-$5,280.55 
CSCO Cisco Systems, Inc.
-0.6%
-$2,822.18 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$6,927.6 
META Meta Platforms Inc Class A
-0.23%
-$7,897.44 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$1,034.35 
VCV Invesco California Value Municipal Income Trust
-0.16%
-$494.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$7,070.46 
LOW Lowe's Companies Inc.
-0.12%
-$296.4 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$290.96 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$1,344.96 
TMB Thornburg Multi-Sector Bond ETF
-0.06%
-$949.5 
IBIT iShares Bitcoin Trust
-0.06%
-$283.99 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.02%
-$254.56 Events
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Dividends
Dividend Analysis
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| Trades 1096 | Longs Won 609/1096 55% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $458,460.51 |
| Average Win $120,754.25 | Best Trade (Jun 12) $8.84M | Sharpe Ratio -11.88 |
| Average Loss -$23,680.38 | Worst Trade (Jun 29) -$1.16M | Z-Score 1.55 (87.83%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 5d | Expectancy $56,575.72 |
| 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 | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
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Returns
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