WTH
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
Automatically Tracked
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:
50.13%
Gain +2.21%
Monthly
0.56%
Yearly
6.95%
Drawdown
21.49%
$149.86M
Equity
Holdings
$149.86M
Investment
$120M
$45.29M
Profit +$3.58M
Realized
$15.43M
Unrealized
$29.86M
Dividends
$13.15M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.21%
Profit
$3.58M
Win %
72%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$122,074.91
Win %
72%
This Month
Compared to last month
Gain
0.13%
Profit
$193,772.13
Win %
72%
This Year
Compared to last year
Gain
9.49%
Profit
$12.99M
Win %
72%
INTC Intel Corporation
+9.4%
+$527,143.95 
SQM Quimica y Minera Chilena S.A. ADR
+8.28%
+$71,955 
ALB Albemarle Corporation
+7.92%
+$17,490 
BROS Dutch Bros Inc.
+7.81%
+$40,506 
SHAK Shake Shack Inc.
+7.42%
+$52,722 
DAL Delta Air Lines, Inc.
+7.15%
+$20,239 
LUV Southwest Airlines Co.
+6.69%
+$249,577 
PSLV Sprott Physical Silver Trust
+6.46%
+$15,540 
HON Honeywell International Inc.
+6.38%
+$117,603 
ROG Rogers Corporation
+6.23%
+$32,566 
FDX FedEx Corporation
+5.95%
+$109,135 
BA Boeing Company
+5.81%
+$311,040 
SLV iShares Silver Trust
+5.68%
+$40,937.5 
AA Alcoa Corporation
+5.49%
+$18,000 
GDX VanEck Gold Miners ETF
+5.39%
+$158,802 
LIND Lindblad Expeditions Holdings Inc.
+5.39%
+$165,082 
B BARRICK MINING CORP Common Stock (ABR0)
+5.19%
+$101,904 
NEM Newmont Corporation
+5.07%
+$88,595 
UPS United Parcel Service, Inc.
+5.07%
+$52,300 
PAAS Pan American Silver Corp.
+5.06%
+$99,618.42 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+4.87%
+$10,170 
BCS Barclays PLC Sponsored ADR
+4.84%
+$137,972.5 
MBLY Mobileye Global Inc.
+4.59%
+$9,240 
WPM Wheaton Precious Metals Corp.
+4.58%
+$19,680 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$13,301 
IFF International Flavors & Fragrances Inc.
+4.37%
+$51,516 
FMC FMC Corporation
+4.35%
+$47,047 
ELAN Elanco Animal Health Incorporated
+4.33%
+$75,240 
CCJ Cameco Corporation
+4.24%
+$18,941 
GE General Electric Company
+4.19%
+$290,020.72 
ARCO Arcos Dorados Holdings Inc.
+4.06%
+$97,886 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$10,100 
HMC Honda Motor Co., Ltd.
+3.62%
+$14,931 
TGT Target Corporation
+3.51%
+$47,422.25 
EUFN iShares MSCI Europe Financials ETF
+3.45%
+$26,880 
VEU Vanguard FTSE All-World ex-US ETF
+3.33%
+$12,374 
PPLT abrdn Physical Platinum Shares ETF
+3.24%
+$46,305 
VGK Vanguard FTSE Europe ETF
+3.21%
+$58,380 
IEV iShares Europe ETF
+3.19%
+$14,787.5 
VTRS Viatris Inc.
+3.14%
+$41,827.5 
PHYS Sprott Physical Gold Trust
+3.05%
+$61,100 
SGOL abrdn Physical Gold Shares ETF
+3.05%
+$9,480 
CNK Cinemark Holdings Inc.
+2.92%
+$31,362.5 
LYFT Lyft Inc.
+2.61%
+$30,660 
BMY Bristol-Myers Squibb Company
+2.41%
+$22,478.5 
DFE WisdomTree Europe SmallCap Dividend Fund
+2.35%
+$8,739 
WYNN Wynn Resorts, Limited
+2.28%
+$45,636 
WBD Warner Bros. Discovery, Inc.
+2.23%
+$5,850 
WAB Wabtec Corporation
+2.21%
+$8,773 
GVA Granite Construction Incorporated
+2.19%
+$7,450 
DIS The Walt Disney Company
+1.92%
+$12,791.25 
GBCI Glacier Bancorp Inc.
+1.92%
+$271,605.16 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.79%
+$2,240.91 
CRSP Crispr Therapeutics AG
+1.72%
+$19,358.75 
GT The Goodyear Tire & Rubber Company
+1.62%
+$9,120 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$4,987.5 
MRK Merck & Co., Inc.
+1.44%
+$23,769.06 
UBER Uber Technologies, Inc.
+1.32%
+$8,823.75 
NVST Envista Holdings Corporation
+1.29%
+$6,448 
ABNB Airbnb, Inc.
+1.21%
+$5,242.72 
GEHC GE HealthCare Technologies Inc.
+1.15%
+$2,499 
BAC Bank of America Corporation
+1.07%
+$8,716.5 
IBM International Business Machines Corporation
+1.05%
+$13,156.05 
MMM 3M Company
+0.99%
+$5,908.96 
MCD McDonald's Corporation
+0.98%
+$2,760.01 
NTR Nutrien Ltd.
+0.93%
+$6,292.01 
SLB Schlumberger Limited
+0.86%
+$16,656 
CTA-PA EIDP, Inc.
+0.81%
+$1,505 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$16,397.5 
KHC The Kraft Heinz Company
+0.64%
+$7,114.55 
MGM MGM Resorts International
+0.6%
+$5,236 
KWEB KraneShares CSI China Internet ETF
+0.57%
+$1,770 
WY Weyerhaeuser Company
+0.52%
+$6,937.5 
WFC Wells Fargo & Company
+0.48%
+$6,320 
FXI iShares China Large-Cap ETF
+0.42%
+$1,653 
VZ Verizon Communications Inc.
+0.41%
+$10,421.5 
INSP Inspire Medical Systems, Inc.
+0.19%
+$312 
MDT Medtronic plc
+0.1%
+$312 
IMAX Imax Corporation
+0.07%
+$1,695 
CNHI CNH Industrial N.V.
0%
$0 
L
0%
$0 
LAC
0%
$0 
NGD New Gold Inc.
0%
$0 
Q
0%
$0 
SGMO Sangamo Therapeutics Inc.
0%
$0 
COP ConocoPhillips
-3.7%
-$15,096 
PSQ ProShares Short QQQ
-3.35%
-$61,470 
FIGS Figs Inc.
-2.7%
-$19,685 
DOW Dow Inc.
-2.18%
-$61,239 
CVX Chevron Corporation
-2.08%
-$43,734 
DOG ProShares Short Dow30
-1.86%
-$15,916.25 
SH ProShares Short S&P500
-1.76%
-$41,745 
KMI Kinder Morgan, Inc.
-1.51%
-$6,000 
GLPI Gaming and Leisure Properties, Inc.
-1.25%
-$47,347.3 
MSOS AdvisorShares Pure US Cannabis ETF
-1.21%
-$8,320 
BKD Brookdale Senior Living Inc.
-1.07%
-$19,180 
TSN Tyson Foods Inc.
-1%
-$11,620 
PENN PENN Entertainment, Inc.
-0.91%
-$35,519.25 
NTNX Nutanix, Inc.
-0.81%
-$7,640 
WMB The Williams Companies, Inc.
-0.78%
-$10,304 
SCHW Charles Schwab Corporation
-0.73%
-$6,110 
BP BP p.l.c. Sponsored ADR
-0.65%
-$21,018.76 
HP Helmerich & Payne Inc.
-0.64%
-$4,075 
CPB The Campbell's Company
-0.59%
-$1,890 
UL Unilever PLC Sponsored American Depositary Receipt
-0.47%
-$6,353.32 
SHEL Shell plc
-0.38%
-$18,232.67 
FNV Franco-Nevada Corporation
-0.25%
-$624.01 
EW Edwards Lifesciences Corporation
-0.21%
-$702 Events
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Dividends
Dividend Analysis
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| Trades 1052 | Longs Won 620/1052 58% | Profit Factor 2.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $285,595.5 |
| Average Win $114,495.37 | Best Trade (Jun 11) $5.3M | Sharpe Ratio -16.93 |
| Average Loss -$59,488.36 | Worst Trade (Jun 10) -$3.74M | Z-Score 4.61 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3d | Expectancy $43,049.58 |
| 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 | 2,519 | 2,267 | 2,015 | 1,763 | 1,511 | 1,259 | 1,008 | 756 | 504 | 252 |
Hover over the desired column for a detailed explanation.
Returns
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