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:
69.33%
Gain +0.16%
Monthly
0.57%
Yearly
7.08%
Drawdown
21.87%
$142.09M
Equity
Holdings
$142.09M
Investment
$124.24M
$40.57M
Profit +$201,332.99
Realized
$22.72M
Unrealized
$17.85M
Dividends
$14.43M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$201,332.99
Win %
63%
This Week
Compared To Last Week
Gain
0.14%
Profit
$201,332.99
Win %
63%
This Month
Compared to last month
Gain
1%
Profit
$1.41M
Win %
63%
This Year
Compared to last year
Gain
-3.95%
Profit
-$5.83M
Win %
66%
INTC Intel Corporation
+5.32%
+$155,799.5 
DOW Dow Inc.
+4.11%
+$104,520 
CRWV CoreWeave Inc. Class A Common Stock
+3.61%
+$4,696.8 
MSOS AdvisorShares Pure U.S. Cannabis ETF
+3.45%
+$19,035 
LIND Lindblad Expeditions Holdings, Inc.
+3.15%
+$86,184 
PENN PENN Entertainment, Inc.
+2.97%
+$81,227 
BCS Barclays PLC Sponsored ADR
+2.76%
+$56,700 
DAL Delta Air Lines, Inc.
+2.75%
+$6,752 
NTNX Nutanix, Inc. Class A Common Stock
+2.62%
+$34,780 
WYNN Wynn Resorts, Limited
+2.6%
+$35,938.35 
LUV Southwest Airlines Co.
+2.59%
+$90,072 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.53%
+$4,860 
HONA Honeywell Aerospace Inc.
+2.4%
+$17,532.15 
HP Helmerich & Payne, Inc.
+2.39%
+$10,416 
WAB Wabtec Corporation
+2.27%
+$6,190 
FIGS FIGS Inc. Class A Common Stock
+2.18%
+$27,940 
GVA Granite Construction Incorporated
+2.1%
+$4,460 
VTRS Viatris Inc.
+2.08%
+$30,468.75 
ROG Rogers Corporation
+1.82%
+$5,985 
WPM Wheaton Precious Metals Corp.
+1.76%
+$6,162.5 
ELAN Elanco Animal Health Incorporated
+1.69%
+$28,500 
EW Edwards Lifesciences Corporation
+1.65%
+$5,127.5 
MGM MGM Resorts International
+1.6%
+$7,200 
CDE Coeur Mining Inc.
+1.49%
+$22,563.2 
MBLY Mobileye Global Inc. Class A Common Stock
+1.45%
+$8,098.75 
GBCI Glacier Bancorp Inc.
+1.36%
+$192,212.8 
NEM Newmont Corporation
+1.36%
+$27,602 
ALK Alaska Air Group Inc.
+1.22%
+$6,006 
FNV Franco-Nevada Corporation
+1.14%
+$2,730 
GDX VanEck Gold Miners ETF
+1.1%
+$32,346.75 
FDX FedEx Corp.
+1.02%
+$7,155.77 
HMC Honda Motor Co Ltd Sponsored ADR
+1%
+$5,712 
EUFN iShares MSCI Europe Financials ETF
+0.92%
+$6,555 
MTN Vail Resorts Inc.
+0.85%
+$23,156.06 
CCJ Cameco Corporation
+0.79%
+$2,294 
DFE WisdomTree Europe SmallCap Dividend Fund
+0.71%
+$2,615 
VGK Vanguard FTSE Europe ETF
+0.66%
+$11,970 
VEA Vanguard FTSE Developed Markets ETF
+0.65%
+$1,799.99 
FXI iShares China Large-Cap ETF
+0.63%
+$2,337 
STLA Stellantis N.V.
+0.62%
+$375 
PHYS Sprott Physical Gold Trust
+0.6%
+$10,980 
IEV iShares Europe ETF
+0.59%
+$2,730 
BA The Boeing Company
+0.54%
+$28,151.72 
COP ConocoPhillips
+0.49%
+$1,998 
WFC Wells Fargo & Company
+0.45%
+$5,735 
BAC Bank of America Corporation
+0.43%
+$3,234 
B BARRICK MINING CORP Common Stock (ABR0)
+0.43%
+$9,000.75 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.43%
+$1,587 
GE General Electric Company
+0.35%
+$19,669.56 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$937.51 
MCD McDonald's Corporation
+0.2%
+$499.99 
SLV iShares Silver Trust
+0.13%
+$812.5 
KWEB KraneShares CSI China Internet ETF
+0.11%
+$480 
WMB The Williams Companies, Inc.
+0.07%
+$745 
F Ford Motor Co.
+0.04%
+$432 
IBM International Business Machines Corporation
+0.02%
+$258 
SQM Sociedad Química y Minera de Chile S.A. ADR
+0.02%
+$87 
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 
ARCO Arcos Dorados Holdings Inc. Class A
-11.99%
-$339,306 
FMC FMC Corporation
-7.62%
-$71,571.5 
VZ Verizon Communications Inc.
-3.73%
-$66,849.75 
IMAX IMAX Corporation
-3.57%
-$89,820.75 
TGT Target Corp.
-3.26%
-$50,795.9 
MRK Merck & Co., Inc.
-2.99%
-$45,353 
FETH Fidelity Ethereum Fund
-2.86%
-$7,480 
CTVA Corteva Inc.
-2.73%
-$952 
CNK Cinemark Holdings, Inc.
-2.35%
-$25,296 
SHAK Shake Shack, Inc. Class A Common Stock
-2.16%
-$19,669.5 
DIS The Walt Disney Company
-2.01%
-$20,838 
KMI Kinder Morgan Inc.
-1.35%
-$4,882.5 
PSQ ProShares Short QQQ
-1.32%
-$52,509 
PPLT abrdn Physical Platinum Shares ETF
-1.28%
-$16,110 
LYFT Lyft, Inc. Class A Common Stock
-1.27%
-$8,514 
BP BP Plc Sponsored ADR
-1.22%
-$46,910 
ABNB Airbnb Inc. Class A Common Stock
-1.04%
-$5,996.48 
MDT Medtronic plc
-1.04%
-$13,909.5 
CPB The Campbell's Company Common Stock
-0.94%
-$1,803.75 
UL Unilever PLC Sponsored ADR
-0.91%
-$13,290 
UPS United Parcel Service, Inc. Class B Common Stock
-0.88%
-$14,685 
TSN Tyson Foods, Inc. Class A Common Stock
-0.81%
-$9,591 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.81%
-$42,437.5 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-0.79%
-$8,550 
SCHW The Charles Schwab Corporation
-0.78%
-$6,133.5 
SH ProShares Short S&P 500
-0.77%
-$16,050 
CRSP CRISPR Therapeutics AG
-0.75%
-$9,092.75 
PFE Pfizer Inc.
-0.75%
-$2,272.51 
INSP Inspire Medical Systems, Inc.
-0.73%
-$4,524 
KHC The Kraft Heinz Company
-0.73%
-$9,459 
GLPI Gaming and Leisure Properties, Inc.
-0.72%
-$22,304.1 
BROS Dutch Bros Inc. Class A Common Stock
-0.53%
-$2,442 
SLB SLB N.V.
-0.45%
-$6,888.03 
DOCU DocuSign Inc.
-0.44%
-$2,062.5 
IFF International Flavors & Fragrances, Inc.
-0.42%
-$5,658.37 
L Loews Corp.
-0.37%
-$5,270.53 
MMM 3M Company
-0.35%
-$2,552.29 
CVX Chevron Corporation
-0.34%
-$4,700.56 
DOG ProShares Short Dow30
-0.3%
-$926.25 
NVST Envista Holdings Corp.
-0.3%
-$1,312.5 
GT The Goodyear Tire & Rubber Company
-0.23%
-$1,980 
WY Weyerhaeuser Co.
-0.15%
-$1,852.5 
EEM iShares MSCI Emerging Markets ETF
-0.13%
-$375.99 
BMY Bristol-Myers Squibb Company
-0.11%
-$1,067.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.09%
-$1,064 
PAAS Pan American Silver Corp.
-0.03%
-$430.65 Events
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Dividends
Dividend Analysis
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| Trades 1144 | Longs Won 669/1144 58% | Profit Factor 2.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,431.28 |
| Average Win $110,153.94 | Best Trade (Oct 19) $4.35M | Sharpe Ratio -203.48 |
| Average Loss -$69,733.74 | Worst Trade (Oct 14) -$4.48M | Z-Score -4.63 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 6d | Expectancy $35,462.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,037 | 1,833 | 1,629 | 1,426 | 1,222 | 1,018 | 815 | 611 | 407 | 204 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABNB Airbnb Inc. Class A Common Stock | 3,350 | $424,302.5 | $570,237 | - | $145,934.5 | 34.39% | -1.041% |
| ALK Alaska Air Group Inc. | 14,300 | $746,460 | $497,926 | - | -$248,534 | -33.3% | +1.221% |
| ARCO Arcos Dorados Holdings Inc. Class A | 349,800 | $2.39M | $2.49M | - | $99,224.53 | 4.15% | -11.99% |
| B BARRICK MINING CORP Common Stock (ABR0) | 54,550 | $1.18M | $2.09M | - | $914,014.25 | 77.75% | +0.433% |
| BA The Boeing Company | 27,600 | $4.98M | $5.23M | - | $248,477.55 | 4.99% | +0.542% |
| BAC Bank of America Corporation | 14,700 | $575,188 | $746,466 | - | $171,278 | 29.78% | +0.435% |
| BCS Barclays PLC Sponsored ADR | 94,500 | $2.41M | $2.11M | - | -$293,895 | -12.22% | +2.76% |
| BMY Bristol-Myers Squibb Company | 15,250 | $638,598.25 | $936,502.5 | - | $297,904.25 | 46.65% | -0.114% |
| BP BP Plc Sponsored ADR | 75,056 | $2.08M | $3.8M | - | $1.73M | 83.3% | -1.218% |
| BROS Dutch Bros Inc. Class A Common Stock | 11,100 | $452,555 | $458,097 | - | $5,542 | 1.22% | -0.53% |
| CCJ Cameco Corporation | 3,700 | $274,651 | $293,114 | - | $18,463 | 6.72% | +0.789% |
| CDE Coeur Mining Inc. | 112,816 | $1.8M | $1.54M | - | -$263,989.44 | -14.63% | +1.487% |
| CNHI CNH Industrial N.V. | 238,000 | $2,639.31 | $2,672.74 | - | $33.43 | 1.27% | 0.0 |
| CNK Cinemark Holdings, Inc. | 27,200 | $420,505 | $1.05M | - | $632,951 | 150.52% | -2.345% |
| COP ConocoPhillips | 2,700 | $230,602 | $409,158 | - | $178,556 | 77.43% | +0.491% |
| CPB The Campbell's Company Common Stock | 9,250 | $275,420 | $189,948.75 | - | -$85,471.25 | -31.03% | -0.941% |
| CRSP CRISPR Therapeutics AG | 24,575 | $1.1M | $1.2M | - | $100,739.5 | 9.13% | -0.749% |
| CRWV CoreWeave Inc. Class A Common Stock | 2,400 | $238,896 | $134,860.8 | - | -$104,035.2 | -43.55% | +3.608% |
| CTVA Corteva Inc. | 2,800 | $134,887.9 | $33,908 | - | -$100,979.9 | -74.86% | -2.731% |
| CVX Chevron Corporation | 5,950 | $730,658.37 | $1.38M | - | $652,240.63 | 89.27% | -0.339% |
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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 - $5.17M, GE Vernova Inc - $2.51M, Uber Technologies Inc - $2.15M, Howmet Aerospace Inc - $2.02M, and Glacier Bancorp Inc - $1.57M. 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. Class A Common Stock - $999,415.5, Paramount Global - $503,341, Target Corp - $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 $14.43M earned over time. The largest contributors to dividend income include Glacier Bancorp Inc - $1.81M, Gaming and Leisure Properties, Inc - $1.35M, ProShares Short QQQ - $1.03M, Verizon Communications Inc - $858,986.29, and Shell plc American Depositary Shares (Each representing two Ordinary shares) - $745,593.52. 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.
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