James Aldige Portfolio
Invests via Clio Asset Management LLC | Managed by James Aldige
Invests via Clio Asset Management LLC
Managed by James Aldige
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James Aldige Profile
Former telecom and digital-media executive turned investor with operational experience scaling distribution and content businesses. James Aldige has led strategy and M&A efforts across subscription services, ad tech and OTT platforms, and is known for advising growth-stage companies on commercial partnerships, go-to-market and capital strategy. Active in private equity and venture deal sourcing, portfolio development and board roles, with experience structuring strategic partnerships and revenue-focused integrations.
Former telecom and digital-media executive turned investor with operational experience scaling distribution and content businesses. James Aldige has led strategy and M&A efforts across subscription services, ad tech and OTT platforms, and is known for advising growth-stage companies on commercial partnerships, go-to-market and capital strategy. Active in private equity and venture deal sourcing, portfolio development and board roles, with experience structuring strategic partnerships and revenue-focused integrations.
Investment Philosophy & Strategy
Combines operational telecom and digital-media experience with a growth-oriented investment lens, prioritizing businesses where distribution, content and monetization can be scaled through strategic partnerships. Targets growth-stage companies—subscription services, ad tech and OTT—where commercial GTM improvements, deal-structured capital and revenue-centric integrations can accelerate unit economics. Favors active portfolio roles and board engagement, using M&A and partnership structuring to de-risk expansion while driving ARR and margin expansion. Time horizon is growth-to-exit with pragmatic value creation roadmaps; risk discipline centers on repeatable revenue models and measurable commercial levers.
Combines operational telecom and digital-media experience with a growth-oriented investment lens, prioritizing businesses where distribution, content and monetization can be scaled through strategic partnerships. Targets growth-stage companies—subscription services, ad tech and OTT—where commercial GTM improvements, deal-structured capital and revenue-centric integrations can accelerate unit economics. Favors active portfolio roles and board engagement, using M&A and partnership structuring to de-risk expansion while driving ARR and margin expansion. Time horizon is growth-to-exit with pragmatic value creation roadmaps; risk discipline centers on repeatable revenue models and measurable commercial levers.
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:
30.6%
Gain -0.38%
Monthly
0.82%
Yearly
10.26%
Drawdown
13.85%
$124.06M
Equity
Holdings
$124.06M
Investment
$95.81M
$35M
Profit -$470,138.72
Realized
$6.75M
Unrealized
$28.25M
Dividends
$2.18M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$470,138.72
Win %
74%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$331,922.1
Win %
74%
This Month
Compared to last month
Gain
-0.38%
Profit
-$470,138.72
Win %
74%
This Year
Compared to last year
Gain
-1.65%
Profit
-$2.09M
Win %
67%
GOOGL Alphabet Inc
+6.73%
+$426,974.94 
FERG Ferguson Enterprises Inc
+3.52%
+$383,277.3 
ORLY O'Reilly Automotive Inc.
+2.28%
+$380,770.58 
MDLN Medline Inc.
+0.41%
+$25,147.36 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$39,456.18 
AZO AutoZone Inc.
+0.32%
+$24,838.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,080.36 7840
78409V112
0%
$0 
PVLA Pavella Therapeutics Inc.
-7.42%
-$962,725.05 
LIN Linde plc
-5.95%
-$375,889.84 
AJG Arthur J. Gallagher & Co.
-2.75%
-$86,176.52 
CPRT Copart Inc.
-1.52%
-$75,314.25 
SHW The Sherwin-Williams Company
-1.16%
-$66,273.73 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$49,513.83 
V Visa Inc. Class A
-0.04%
-$4,654.67 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 118/169 69% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $377,444.34 | Best Trade (Sep 01) $11.21M | Sharpe Ratio -19.4 |
| Average Loss -$187,051.5 | Worst Trade (Mar 30) -$3.03M | Z-Score -1.05 (70.58%) |
| Commissions $0 | Avg. Trade Length 1y 6m | Expectancy $207,093.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.7% |
| Consecutive Losing Trades | 663 | 597 | 531 | 464 | 398 | 332 | 265 | 199 | 133 | 66 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 16,347 | $6.66M | $6.66M | - | - | - | 0.0 |
| AJG Arthur J. Gallagher & Co. | 12,241 | $2.81M | $3.05M | - | $242,984.22 | 8.65% | -2.745% |
| AZO AutoZone Inc. | 2,566 | $7.39M | $7.74M | - | $345,839.21 | 4.68% | +0.322% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 36,012 | $3.3M | $3.3M | - | -$1,686.32 | -0.05% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 21,213 | $7.48M | $10.85M | - | $3.37M | 45.07% | +0.365% |
| CPRT Copart Inc. | 167,365 | $5.38M | $4.87M | - | -$506,873.3 | -9.42% | -1.522% |
| FERG Ferguson Enterprises Inc | 48,090 | $9.55M | $11.27M | - | $1.72M | 18.01% | +3.521% |
| GOOGL Alphabet Inc | 19,002 | $5.88M | $6.77M | - | $889,133.82 | 15.13% | +6.734% |
| HLT Hilton Worldwide Holdings Inc. | 32,362 | $5.98M | $10.37M | - | $4.39M | 73.39% | -0.475% |
| LIN Linde plc | 12,422 | $6.16M | $5.94M | - | -$215,894.67 | -3.51% | -5.949% |
| MDLN Medline Inc. | 157,171 | $6.66M | $6.17M | - | -$486,412.3 | -7.3% | +0.409% |
| ORLY O'Reilly Automotive Inc. | 191,342 | $12.47M | $17.1M | - | $4.63M | 37.14% | +2.278% |
| PVLA Pavella Therapeutics Inc. | 86,343 | $1.95M | $12.01M | - | $10.05M | 515.15% | -7.424% |
| SHW The Sherwin-Williams Company | 16,610 | $4.43M | $5.66M | - | $1.23M | 27.85% | -1.157% |
| V Visa Inc. Class A | 33,250 | $9.71M | $12.17M | - | $2.46M | 25.33% | -0.038% |
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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 James Aldige?
The largest contributions to the portfolio's profits come from the following stocks: O'Reilly Automotive Inc - $3.44M, The Sherwin-Williams Company - $2.18M, Hilton Worldwide Holdings Inc - $2.15M, AutoZone Inc - $1.65M, and S&P Global Inc - $1.32M. 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: Builders FirstSource, Inc - $3.52M, CDW Corporation - $2.67M, Verisk Analytics Inc - $210,690.72, Advanced Micro Devices, Inc - $142,850.58, and Constellation Brands, Inc - $114,420. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Aldige's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.18M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $507,289.34, CDW Corporation - $488,968.34, Ferguson Enterprises Inc - $361,731.57, The Sherwin-Williams Company - $255,608.7, and S&P Global Inc - $205,377.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Aldige's monthly returns?
James Aldige'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 James Aldige's strategy be considered aggressive or moderate?
James Aldige'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 James Aldige's strategy?
James Aldige'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.
