William T. Hedges Portfolio
Invests via Hedges Asset Management LLC | Managed by William T. Hedges
Invests via Hedges Asset Management LLC
Managed by William T. Hedges
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William T. Hedges Profile
William T. Hedges is a prominent leader in corporate finance, recognized for his strategic insights and operational expertise in scaling businesses across various sectors. He has significantly impacted several high-growth organizations by leveraging his extensive experience in mergers and acquisitions, which positions him as a key player in the capital markets landscape. Known for fostering innovation and collaboration within teams, he excels at navigating complex financial environments while enhancing organizational value. With a strong background that integrates both operational management and investment acumen, Hedges' contributions extend beyond traditional frameworks, solidifying his role as an influential figure in business development.
William T. Hedges is a prominent leader in corporate finance, recognized for his strategic insights and operational expertise in scaling businesses across various sectors. He has significantly impacted several high-growth organizations by leveraging his extensive experience in mergers and acquisitions, which positions him as a key player in the capital markets landscape. Known for fostering innovation and collaboration within teams, he excels at navigating complex financial environments while enhancing organizational value. With a strong background that integrates both operational management and investment acumen, Hedges' contributions extend beyond traditional frameworks, solidifying his role as an influential figure in business development.
Investment Philosophy & Strategy
In the realm of investment, William T. Hedges emphasizes a unique approach to identifying transformative opportunities within growth sectors. His insights drive strategic capital allocation aimed at fostering scalable ventures and innovation-led initiatives. With his depth in operational management, he seeks out investments that combine robust business models with the potential for significant market impact. Understanding the intricacies of mergers and acquisitions, he prioritizes companies that demonstrate strong leadership and dynamic adaptability to shifting trends. This blend of experience allows him to anticipate competitive shifts while nurturing long-term value creation.
In the realm of investment, William T. Hedges emphasizes a unique approach to identifying transformative opportunities within growth sectors. His insights drive strategic capital allocation aimed at fostering scalable ventures and innovation-led initiatives. With his depth in operational management, he seeks out investments that combine robust business models with the potential for significant market impact. Understanding the intricacies of mergers and acquisitions, he prioritizes companies that demonstrate strong leadership and dynamic adaptability to shifting trends. This blend of experience allows him to anticipate competitive shifts while nurturing long-term value creation.
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:
65.56%
Gain -0.95%
Monthly
0.66%
Yearly
8.28%
Drawdown
21.87%
$147.97M
Equity
Holdings
$147.97M
Investment
$124.24M
$46.46M
Profit -$1.27M
Realized
$22.72M
Unrealized
$23.74M
Dividends
$13.79M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$1.27M
Win %
68%
This Week
Compared To Last Week
Gain
-2.27%
Profit
-$3.44M
Win %
68%
This Month
Compared to last month
Gain
-0.9%
Profit
-$1.35M
Win %
68%
This Year
Compared to last year
Gain
0.03%
Profit
$52,329.13
Win %
70%
WY Weyerhaeuser Company
+6.51%
+$94,477.56 
GVA Granite Construction Incorporated
+5.26%
+$12,100 
HP Helmerich & Payne Inc.
+2.37%
+$8,960 
CVX Chevron Corporation
+2.35%
+$26,894 
BP BP p.l.c. Sponsored ADR
+2.26%
+$75,056 
FIGS Figs Inc.
+2%
+$13,335 
LYFT Lyft Inc.
+1.99%
+$12,276 
KMI Kinder Morgan, Inc.
+1.64%
+$5,460 
SHEL Shell plc
+1.62%
+$71,295 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$8,256.02 
VZ Verizon Communications Inc.
+1.52%
+$28,105 
GE General Electric Company
+1.42%
+$97,959.21 
SLB Schlumberger Limited
+1.39%
+$19,516 
COP ConocoPhillips
+1.22%
+$3,915 
CNK Cinemark Holdings Inc.
+1.22%
+$11,968 
WFC Wells Fargo & Company
+1.19%
+$15,810 
HONA Honeywell Aerospace Inc.
+1.18%
+$10,829.5 
ROG Rogers Corporation
+1.09%
+$3,491.25 
DOCU DocuSign Inc.
+0.99%
+$2,970 
WMB The Williams Companies, Inc.
+0.89%
+$9,387 
SCHW Charles Schwab Corporation
+0.87%
+$7,917 
IBM International Business Machines Corporation
+0.86%
+$8,212.91 
MCD McDonald's Corporation
+0.82%
+$2,200.01 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,349.98 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,862.5 
DOW Dow Inc.
+0.67%
+$15,600 
GBCI Glacier Bancorp Inc.
+0.65%
+$94,627.84 
BROS Dutch Bros Inc.
+0.61%
+$4,440 
MBLY Mobileye Global Inc.
+0.51%
+$3,410 
IMAX Imax Corporation
+0.5%
+$11,316 
MSOS AdvisorShares Pure US Cannabis ETF
+0.47%
+$2,820 
ALK Alaska Air Group Inc.
+0.45%
+$3,003 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$720 
PFE Pfizer Inc.
+0.4%
+$1,010 
INSP Inspire Medical Systems, Inc.
+0.38%
+$1,653 
BAC Bank of America Corporation
+0.36%
+$3,234 
MRK Merck & Co., Inc.
+0.32%
+$4,284.6 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$6,260.8 
MMM 3M Company
+0.12%
+$871.47 
PENN PENN Entertainment, Inc.
+0.05%
+$1,889 
DIS The Walt Disney Company
+0.03%
+$276 
CNHI CNH Industrial N.V.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 H591
H5919C104
0%
$0 
CTVA Corteva Inc.
-11.9%
-$29,764 
FMC FMC Corporation
-9.47%
-$208,208 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$137,711.94 
TSN Tyson Foods Inc.
-4.43%
-$56,086.5 
WPM Wheaton Precious Metals Corp.
-3.84%
-$12,615 
FNV Franco-Nevada Corporation
-3.81%
-$8,862 
GDX VanEck Gold Miners ETF
-3.49%
-$97,954.07 
CDE Coeur Mining, Inc.
-3.18%
-$55,279.84 
FETH Fidelity Ethereum Fund
-2.98%
-$6,270 
CRWV CoreWeave, Inc.
-2.88%
-$5,112 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$41,199 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$52,913.5 
MGM MGM Resorts International
-2.39%
-$17,440 
MTN Vail Resorts, Inc.
-2.25%
-$63,726.19 
BA Boeing Company
-2.15%
-$131,375.72 
NEM Newmont Corporation
-2.14%
-$38,232.5 
SLV iShares Silver Trust
-2.13%
-$14,250 
CCJ Cameco Corporation
-2.1%
-$6,845 
PAAS Pan American Silver Corp.
-2.09%
-$39,619.76 
KHC The Kraft Heinz Company
-2.01%
-$27,851.5 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$11,919.02 
HMC Honda Motor Co., Ltd.
-1.99%
-$10,248 
GT The Goodyear Tire & Rubber Company
-1.84%
-$25,740 
STLA Stellantis N.V.
-1.71%
-$1,500 
NVST Envista Holdings Corporation
-1.69%
-$8,812.5 
PHYS Sprott Physical Gold Trust
-1.61%
-$30,500 
LUV Southwest Airlines Co.
-1.38%
-$52,542 
WYNN Wynn Resorts, Limited
-1.38%
-$26,430.85 
DAL Delta Air Lines, Inc.
-1.3%
-$3,680 
F Ford Motor Company
-1.21%
-$15,552 
VTRS Viatris Inc.
-1.13%
-$16,250 
INTC Intel Corporation
-1.02%
-$31,294.5 
UPS United Parcel Service, Inc.
-1%
-$17,325 
EW Edwards Lifesciences Corporation
-0.98%
-$2,975 
CRSP Crispr Therapeutics AG
-0.93%
-$11,058.75 
BCS Barclays PLC Sponsored ADR
-0.72%
-$18,900 
LIND Lindblad Expeditions Holdings Inc.
-0.7%
-$16,758 
SH ProShares Short S&P500
-0.69%
-$14,766 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,879.98 
PSQ ProShares Short QQQ
-0.59%
-$24,352 
WAB Wabtec Corporation
-0.55%
-$1,600 
SHAK Shake Shack Inc.
-0.51%
-$4,464 
DOG ProShares Short Dow30
-0.51%
-$1,567.5 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$6,265 
CPB The Campbell's Company
-0.45%
-$925 
IEV iShares Europe ETF
-0.44%
-$2,145 
VGK Vanguard FTSE Europe ETF
-0.44%
-$8,400 
NTNX Nutanix, Inc.
-0.42%
-$4,700.03 
DFE WisdomTree Europe SmallCap Dividend Fund
-0.38%
-$1,450 
FDX FedEx Corporation
-0.37%
-$2,702.5 
MDT Medtronic plc
-0.37%
-$4,496 
ABNB Airbnb, Inc.
-0.37%
-$1,876.01 
ELAN Elanco Animal Health Incorporated
-0.34%
-$6,750 
IFF International Flavors & Fragrances Inc.
-0.33%
-$3,724.5 
L Loews Corporation
-0.31%
-$4,571.97 
ARCO Arcos Dorados Holdings Inc.
-0.24%
-$6,996 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$828 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$555.01 
MKC McCormick & Company, Incorporated
-0.12%
-$1,350 
FXI iShares China Large-Cap ETF
-0.06%
-$228 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$380 
TGT Target Corporation
-0.01%
-$203.8 Events
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Dividends
Dividend Analysis
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| Trades 1144 | Longs Won 686/1144 59% | Profit Factor 2.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $282,027.12 |
| Average Win $111,433.65 | Best Trade (Aug 17) $5.31M | Sharpe Ratio -15.38 |
| Average Loss -$65,473.92 | Worst Trade (Sep 01) -$4.26M | Z-Score -3.07 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 2d | Expectancy $40,608.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,262 | 2,036 | 1,810 | 1,584 | 1,357 | 1,131 | 905 | 679 | 452 | 226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABNB Airbnb, Inc. | 3,350 | $424,302.5 | $507,592 | - | $83,289.5 | 19.63% | -0.368% |
| ALK Alaska Air Group Inc. | 14,300 | $746,460 | $678,535 | - | -$67,925 | -9.1% | +0.445% |
| ARCO Arcos Dorados Holdings Inc. | 349,800 | $2.39M | $2.86M | - | $466,514.53 | 19.51% | -0.244% |
| B BARRICK MINING CORP Common Stock (ABR0) | 54,550 | $1.18M | $2M | - | $828,098 | 70.45% | -2.573% |
| BA Boeing Company | 27,600 | $4.98M | $5.97M | - | $987,329.55 | 19.83% | -2.155% |
| BAC Bank of America Corporation | 14,700 | $575,188 | $910,665 | - | $335,477 | 58.32% | +0.356% |
| BCS Barclays PLC Sponsored ADR | 94,500 | $2.41M | $2.6M | - | $193,725 | 8.06% | -0.722% |
| BMY Bristol-Myers Squibb Company | 15,250 | $638,598.25 | $995,977.5 | - | $357,379.25 | 55.96% | +0.694% |
| BP BP p.l.c. Sponsored ADR | 75,056 | $2.08M | $3.39M | - | $1.32M | 63.5% | +2.261% |
| BROS Dutch Bros Inc. | 11,100 | $452,555 | $730,713 | - | $278,158 | 61.46% | +0.611% |
| CCJ Cameco Corporation | 3,700 | $274,651 | $319,606 | - | $44,955 | 16.37% | -2.097% |
| CDE Coeur Mining, Inc. | 112,816 | $1.8M | $1.68M | - | -$121,841.28 | -6.75% | -3.182% |
| CNHI CNH Industrial N.V. | 238,000 | $2,639.31 | $2,898.84 | - | $259.53 | 9.83% | 0.0 |
| CNK Cinemark Holdings Inc. | 27,200 | $420,505 | $995,248 | - | $574,743 | 136.68% | +1.217% |
| COP ConocoPhillips | 2,700 | $230,602 | $325,296 | - | $94,694 | 41.06% | +1.218% |
| CPB The Campbell's Company | 9,250 | $275,420 | $203,315 | - | -$72,105 | -26.18% | -0.453% |
| CRSP Crispr Therapeutics AG | 24,575 | $1.1M | $1.18M | - | $75,427.25 | 6.83% | -0.929% |
| CRWV CoreWeave, Inc. | 2,400 | $238,896 | $172,248 | - | -$66,648 | -27.9% | -2.882% |
| CTVA Corteva Inc. | 2,800 | $134,887.9 | $220,388 | - | $85,500.1 | 63.39% | -11.898% |
| CVX Chevron Corporation | 5,950 | $730,658.37 | $1.17M | - | $440,480.13 | 60.29% | +2.35% |
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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 William T. Hedges?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $5.16M, GE Vernova Inc - $2.51M, Uber Technologies, Inc - $2.15M, Howmet Aerospace Inc - $2.02M, and Glacier Bancorp Inc - $1.47M. 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: PENN Entertainment, Inc - $1.68M, Lyft Inc - $999,415.5, Paramount Global - $503,341, Target Corporation - $389,544.25, and Edwards Lifesciences Corporation - $300,634. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William T. Hedges's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.79M earned over time. The largest contributors to dividend income include Glacier Bancorp Inc - $1.7M, Gaming and Leisure Properties, Inc - $1.29M, ProShares Short QQQ - $985,915.97, Verizon Communications Inc - $830,580.16, and Shell plc - $707,705.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William T. Hedges's monthly returns?
William T. Hedges'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 William T. Hedges's strategy be considered aggressive or moderate?
William T. Hedges's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow William T. Hedges's strategy?
William T. Hedges's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
