Pavin White Portfolio
Invests via 25 LLC | Managed by Pavin White
Invests via 25 LLC
Managed by Pavin White
Automatically Tracked
Pavin White Profile
Pavin White has cultivated a notable reputation as an entrepreneurial founder with deep expertise in developing innovative solutions within the technology sector. With a background that spans several successful ventures, he has demonstrated a unique ability to identify market opportunities and harness emerging trends. His leadership style emphasizes agility and collaboration, fostering environments that promote creativity and strategic problem-solving. Pavin's efforts have consistently positioned his companies at the forefront of their industries, contributing significantly to advancements in technology infrastructure. His active engagement in mentorship also reflects a commitment to nurturing the next generation of entrepreneurs.
Pavin White has cultivated a notable reputation as an entrepreneurial founder with deep expertise in developing innovative solutions within the technology sector. With a background that spans several successful ventures, he has demonstrated a unique ability to identify market opportunities and harness emerging trends. His leadership style emphasizes agility and collaboration, fostering environments that promote creativity and strategic problem-solving. Pavin's efforts have consistently positioned his companies at the forefront of their industries, contributing significantly to advancements in technology infrastructure. His active engagement in mentorship also reflects a commitment to nurturing the next generation of entrepreneurs.
Investment Philosophy & Strategy
Innovation shapes the investment approach embraced by Pavin White, where identifying and cultivating disruptive technology is paramount. He prioritizes ventures that leverage cutting-edge solutions to address evolving market demands while maintaining a strong emphasis on scalability and long-term impact. His operational expertise leads to strategic partnerships that enhance value creation within his portfolio companies. By fostering collaboration among diverse teams, he enhances creativity in addressing complex challenges. This hands-on philosophy not only drives growth but also nurtures entrepreneurial talent through active mentorship initiatives, ensuring a robust ecosystem for future innovation.
Innovation shapes the investment approach embraced by Pavin White, where identifying and cultivating disruptive technology is paramount. He prioritizes ventures that leverage cutting-edge solutions to address evolving market demands while maintaining a strong emphasis on scalability and long-term impact. His operational expertise leads to strategic partnerships that enhance value creation within his portfolio companies. By fostering collaboration among diverse teams, he enhances creativity in addressing complex challenges. This hands-on philosophy not only drives growth but also nurtures entrepreneurial talent through active mentorship initiatives, ensuring a robust ecosystem for future innovation.
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:
45.48%
Gain +0.55%
Monthly
1.1%
Yearly
14.06%
Drawdown
17.32%
$363.14M
Equity
Holdings
$363.14M
Investment
$286.45M
$87.59M
Profit +$1.33M
Realized
$10.9M
Unrealized
$76.69M
Dividends
$19.94M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.33M
Win %
76%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.51M
Win %
76%
This Month
Compared to last month
Gain
-0.58%
Profit
-$2.11M
Win %
76%
This Year
Compared to last year
Gain
-0.65%
Profit
-$2.33M
Win %
75%
BA Boeing Company
+4.76%
+$17,906.8 
SNA Snap-on Inc.
+2.92%
+$10,368.07 
HD The Home Depot, Inc.
+2.49%
+$11,673.35 
GOOGL Alphabet Inc
+2.19%
+$22,930.05 
LLY Eli Lilly and Company
+1.93%
+$12,744.61 
WMT Walmart Inc.
+1.22%
+$12,291.68 
MSFT Microsoft Corp.
+1.09%
+$16,549.46 
AAPL Apple Inc.
+0.94%
+$61,276.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.48%
+$3,796.8 
PBR Petrobras S.A. Sponsored ADR
+0.39%
+$799.05 
JPM JPMorgan Chase & Co.
+0.31%
+$1,978 
JNJ Johnson & Johnson
+0.29%
+$902.45 
NVDA NVIDIA Corporation
+0.25%
+$6,062.12 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$1,892.1 
OGEN Oragenics Inc.
+0.2%
+$23.16 
MUB iShares National Muni Bond ETF
+0.19%
+$16,961.2 
ORCL Oracle Corporation
+0.06%
+$125.37 
XOM Exxon Mobil Corporation
+0.01%
+$22.34 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BPRE
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
COTY Coty Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
+$0.02 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DIS The Walt Disney Company
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DXUV Dimensional US Vector Equity ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
FAST Fastenal Co.
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.01 
IBM International Business Machines Corporation
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
KLAC KLA Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
TQQQ ProShares UltraPro QQQ
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCEB Vanguard ESG U.S. Corporate Bond Fund
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.01 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
SNDK SanDisk Corporation
-14.25%
-$31,690.62 
AMD Advanced Micro Devices, Inc.
-8.15%
-$15,325.4 
AVGO Broadcom Inc.
-0.6%
-$2,966.04 
TSLA Tesla, Inc.
-0.58%
-$1,701.68 
AMZN Amazon.com Inc
-0.23%
-$3,953.8 
META Meta Platforms Inc Class A
-0.08%
-$577.3 
VTEI Vanguard International Tax-Exempt Bond Fund
0%
-$1.89 Events
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Dividends
Dividend Analysis
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| Trades 1584 | Longs Won 796/1584 50% | Profit Factor 34.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $529,518.49 |
| Average Win $113,284.4 | Best Trade (Jul 31) $12.46M | Sharpe Ratio -12.74 |
| Average Loss -$3,276.88 | Worst Trade (Jul 31) -$353,484.8 | Z-Score -9.12 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $55,298.11 |
| 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 | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
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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 Pavin White?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE All-World ex-US Small-Cap ETF - $6.27M, VANGUARD SMALL-CAP VALUE ETF - $5.88M, Vanguard Total International Stock Index Fund Investor Shares - $3.67M, Vanguard Intermediate-Term Corporate Bond Fund - $3.32M, and Vanguard Intermediate-Term Treasury Fund - $1.72M. 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: SPDR Portfolio Long Term Treasury ETF - $72,030.93, Mackenzie Realty Capital Inc - $45,119, The Walt Disney Company - $12,571.26, ServiceTitan, Inc - $11,311.98, and Waters Corporation - $5,447.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pavin White's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.94M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $3.67M, Vanguard Intermediate-Term Corporate Bond Fund - $3.32M, VANGUARD SMALL-CAP VALUE ETF - $2.27M, Vanguard FTSE All-World ex-US Small-Cap ETF - $2.25M, and Vanguard Intermediate-Term Treasury Fund - $1.72M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pavin White's monthly returns?
Pavin White'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 Pavin White's strategy be considered aggressive or moderate?
Pavin White'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 Pavin White's strategy?
Pavin White'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.
