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:
52.57%
Gain -0.58%
Monthly
1.09%
Yearly
13.89%
Drawdown
17.34%
$366.01M
Equity
Holdings
$366.01M
Investment
$286.45M
$90.39M
Profit -$1.4M
Realized
$10.84M
Unrealized
$79.55M
Dividends
$20.52M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$1.4M
Win %
76%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$1.4M
Win %
76%
This Month
Compared to last month
Gain
-1.13%
Profit
-$4.19M
Win %
76%
This Year
Compared to last year
Gain
0.13%
Profit
$532,335.72
Win %
75%
GOOG Alphabet Inc
+3.02%
+$111,603.36 
GOOGL Alphabet Inc
+2.9%
+$31,460.67 
META Meta Platforms Inc Class A
+2.81%
+$22,859.79 
OGEN Oragenics Inc.
+2.76%
+$305.71 
IBM International Business Machines Corporation
+2.65%
+$4,944.53 
WMT Walmart Inc.
+2.39%
+$23,182.47 
MSFT Microsoft Corp.
+2.27%
+$43,768.56 
DIS The Walt Disney Company
+2.19%
+$5,282.11 
LLY Eli Lilly and Company
+2.09%
+$12,821.8 
UNH UnitedHealth Group Incorporated
+1.37%
+$2,921.52 
V Visa Inc. Class A
+1.01%
+$2,378.63 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$2,430 
HD The Home Depot, Inc.
+0.97%
+$4,165.08 
FTCS First Trust Capital Strength ETF
+0.87%
+$1,833.45 
SNA Snap-on Inc.
+0.81%
+$2,655.23 
JNJ Johnson & Johnson
+0.54%
+$1,654.52 
AAPL Apple Inc.
+0.47%
+$30,154.99 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$2,966.25 
FAST Fastenal Co.
+0.23%
+$1,355.51 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$119.28 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$104.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$1,986.83 
COTY Coty Inc.
0%
$0 
VCEB Vanguard ESG U.S. Corporate Bond Fund
0%
$0 BPRE
BPRE
0%
$0 
KLAC KLA Corporation
-6.53%
-$9,207.99 
AVGO Broadcom Inc.
-4.75%
-$22,084.79 
MU Micron Technology, Inc.
-4.75%
-$13,840.71 
ORCL Oracle Corporation
-4.5%
-$12,125.07 
SNDK SanDisk Corporation
-4.4%
-$12,497.38 
GS The Goldman Sachs Group, Inc.
-3.95%
-$10,734.24 
AMD Advanced Micro Devices, Inc.
-3.9%
-$7,645.6 
NVDA NVIDIA Corporation
-2.85%
-$75,350.54 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$25,792.74 
TQQQ ProShares UltraPro QQQ
-1.71%
-$22,484.22 
JPM JPMorgan Chase & Co.
-1.69%
-$10,727.66 
TSLA Tesla, Inc.
-1.36%
-$4,751.32 
AMZN Amazon.com Inc
-1.21%
-$23,088.7 
SPCX Space Exploration Technologies Corp. Class A
-1.18%
-$10,726.34 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.16%
-$137,701.92 
SCHF Schwab International Equity ETF
-1.12%
-$4,999.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$699,672 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$3,506.22 
SCHC Schwab International Small-Cap Equity ETF
-1.02%
-$13,478.92 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$4,903.52 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$2,814.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$2,359.35 
XOM Exxon Mobil Corporation
-0.84%
-$3,116.45 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$60,180.3 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$9,462.6 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$15,112.5 
VTV Vanguard Value ETF
-0.47%
-$149,647.62 
DFSV Dimensional US Small Cap Value ETF
-0.41%
-$2,545.62 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$65,376.92 
DFAS Dimensional U.S. Small Cap ETF
-0.4%
-$3,557.76 
DFUS Dimensional U.S. Equity Market ETF
-0.4%
-$4,943.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$14,203.7 
DFIV Dimensional International Value ETF
-0.37%
-$6,104.71 
VOO Vanguard S&P 500 ETF
-0.35%
-$15,884.57 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$1,073.27 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$6,193.44 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,760.63 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,779.38 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,585.08 
VB Vanguard Small-Cap ETF
-0.32%
-$37,977.89 
DUHP Dimensional US High Profitability ETF
-0.3%
-$49,056.25 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$894.33 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$2,263.29 
BA Boeing Company
-0.21%
-$783.2 
VUG Vanguard Growth ETF
-0.19%
-$59,794.4 
DXUV Dimensional US Vector Equity ETF
-0.16%
-$477.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$45,325.41 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$6,839.56 
PBR Petrobras S.A. Sponsored ADR
-0.07%
-$171.22 
MUB iShares National Muni Bond ETF
-0.05%
-$4,664.33 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.05%
-$188.76 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$11,395.27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$67.82 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$28.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$917.69 Events
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Dividends
Dividend Analysis
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| Trades 1584 | Longs Won 892/1584 56% | Profit Factor 25.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $545,764.65 |
| Average Win $105,507.66 | Best Trade (Sep 04) $14.08M | Sharpe Ratio -11.38 |
| Average Loss -$5,372.72 | Worst Trade (Aug 06) -$377,166.98 | Z-Score 5.47 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $57,067.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,330 | $3.77M | $6.45M | - | $2.68M | 70.99% | +0.47% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,391 | $335,300.08 | $325,400.36 | - | -$9,899.72 | -2.95% | -0.021% |
| AMD Advanced Micro Devices, Inc. | 380 | $220,746 | $188,483.8 | - | -$32,262.2 | -14.62% | -3.898% |
| AMZN Amazon.com Inc | 7,460 | $1.24M | $1.89M | - | $647,704.42 | 52.03% | -1.205% |
| AVGO Broadcom Inc. | 1,284 | $424,404.33 | $442,710.36 | - | $18,306.03 | 4.31% | -4.752% |
| BA Boeing Company | 1,780 | $385,951.79 | $373,817.8 | - | -$12,133.99 | -3.14% | -0.209% |
| BPRE BPRE | 12,585 | $188,775 | $188,775 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 486 | $243,190 | $250,469.82 | - | $7,279.82 | 2.99% | +0.98% |
| COTY Coty Inc. | 11,280 | $22,799.05 | $30,456 | - | $7,656.95 | 33.58% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 81,164 | $2.2M | $3.65M | - | $1.45M | 65.74% | -0.388% |
| DFAS Dimensional U.S. Small Cap ETF | 11,118 | $569,602.23 | $891,663.6 | - | $322,061.37 | 56.54% | -0.397% |
| DFAT Dimensional US Targeted Value ETF | 25,806 | $1.1M | $1.81M | - | $707,999.38 | 64.18% | -0.341% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 12,904 | $309,344.95 | $486,222.72 | - | $176,877.77 | 57.18% | -0.998% |
| DFCF Dimensional Core Fixed Income ETF | 20,808 | $878,451.66 | $851,359.32 | - | -$27,092.34 | -3.08% | +0.012% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 32,857 | $839,991.88 | $1.31M | - | $465,909.58 | 55.47% | -1.937% |
| DFIC Dimensional International Core Equity Market ETF | 42,056 | $1.08M | $1.63M | - | $547,398.28 | 50.69% | -0.578% |
| DFIV Dimensional International Value ETF | 28,394 | $956,328.54 | $1.66M | - | $700,887.27 | 73.29% | -0.367% |
| DFNM Dimensional National Municipal Bond ETF | 195,416 | $9.39M | $9.16M | - | -$222,193.12 | -2.37% | -0.075% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 5,632 | $269,829.78 | $264,112.64 | - | -$5,717.14 | -2.12% | -0.011% |
| DFSV Dimensional US Small Cap Value ETF | 15,428 | $419,107.97 | $610,717.38 | - | $191,609.41 | 45.72% | -0.415% |
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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 - $3.59M, and Vanguard Intermediate-Term Treasury Fund - $1.9M. 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, Boeing Company - $52,627.65, Mackenzie Realty Capital Inc - $45,119, The Walt Disney Company - $44,060.7, and Lowe's Companies Inc - $40,980.01. 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 $20.52M 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 - $3.59M, VANGUARD SMALL-CAP VALUE ETF - $2.27M, Vanguard FTSE All-World ex-US Small-Cap ETF - $2.25M, and Vanguard Intermediate-Term Treasury Fund - $1.9M. 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.
