Randy Smith Portfolio
Invests via Fairway Financial LLC | Managed by Randy E. Smith
Invests via Fairway Financial LLC
Managed by Randy E. Smith
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Randy Smith Profile
A seasoned entrepreneur, Randy Smith has cultivated a reputation for innovation within the tech landscape. With a rich background in software development and business strategy, he founded several successful startups that have transformed industry standards. His leadership propelled initiatives focused on creating seamless user experiences, garnering significant market traction and recognition. By leveraging his extensive network of investors and thought leaders, he actively fosters new ideas while mentoring emerging talent in entrepreneurship. Through this blend of operational expertise and visionary insight, Smith continues to impact the evolving dynamics of technology-driven enterprises.
A seasoned entrepreneur, Randy Smith has cultivated a reputation for innovation within the tech landscape. With a rich background in software development and business strategy, he founded several successful startups that have transformed industry standards. His leadership propelled initiatives focused on creating seamless user experiences, garnering significant market traction and recognition. By leveraging his extensive network of investors and thought leaders, he actively fosters new ideas while mentoring emerging talent in entrepreneurship. Through this blend of operational expertise and visionary insight, Smith continues to impact the evolving dynamics of technology-driven enterprises.
Investment Philosophy & Strategy
Innovation in technology presents an ever-evolving landscape, and Randy Smith is at the forefront of this transformation. Drawing upon a wealth of experience from founding impactful startups, his investment strategy embraces forward-thinking initiatives that challenge conventional paradigms. With a keen eye for scalable solutions and disruptive ideas, he identifies ventures that prioritize user-centric designs while maintaining operational efficiency. By combining entrepreneurial acumen with strategic foresight, there is a consistent drive towards enhancing market competitiveness through collaboration and mentorship for emerging innovators.
Innovation in technology presents an ever-evolving landscape, and Randy Smith is at the forefront of this transformation. Drawing upon a wealth of experience from founding impactful startups, his investment strategy embraces forward-thinking initiatives that challenge conventional paradigms. With a keen eye for scalable solutions and disruptive ideas, he identifies ventures that prioritize user-centric designs while maintaining operational efficiency. By combining entrepreneurial acumen with strategic foresight, there is a consistent drive towards enhancing market competitiveness through collaboration and mentorship for emerging innovators.
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:
25.34%
Gain +0.51%
Monthly
1.18%
Yearly
15.19%
Drawdown
13.57%
$147.47M
Equity
Holdings
$147.47M
Investment
$120.32M
$27.48M
Profit +$693,220
Realized
$330,790.47
Unrealized
$27.15M
Dividends
$5.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$693,220
Win %
72%
This Week
Compared To Last Week
Gain
1.85%
Profit
$2.67M
Win %
72%
This Month
Compared to last month
Gain
1.85%
Profit
$2.67M
Win %
72%
This Year
Compared to last year
Gain
12.13%
Profit
$15.95M
Win %
73%
NVDA NVIDIA Corporation
+2.93%
+$8,091.08 
AMAT Applied Materials, Inc.
+1.18%
+$3,988.41 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$130,297.44 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$48,605.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$109,912.64 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$38,103.73 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$13,293.35 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$2,319 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$22,616.22 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$3,309.35 
FTSL First Trust Senior Loan ETF
+0.11%
+$6,616.75 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,578.88 
SCHF Schwab International Equity ETF
-0.58%
-$69,731.04 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,258.1 
VGT Vanguard Information Technology ETF
-0.38%
-$29,645.92 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$10,037.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$18,876.41 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$18,676.8 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$35,207.16 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$17,881.44 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$5,685.28 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$3,007.18 
HYLS FT Tactical High Yield ETF
-0.05%
-$320.12 Events
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Dividends
Dividend Analysis
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| Trades 127 | Longs Won 95/127 74% | Profit Factor 117.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $742,457.72 |
| Average Win $291,756.87 | Best Trade (Aug 07) $4.71M | Sharpe Ratio -11.71 |
| Average Loss -$7,345.81 | Worst Trade (Aug 02) -$160,833.67 | Z-Score 8.44 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $216,392.42 |
| 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 | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
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 Randy Smith?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $631,498.73, First Trust Senior Loan ETF - $572,237.52, Schwab U.S. Dividend Equity ETF - $561,040.08, JPMorgan Equity Premium Income Fund - $496,301.21, and First Trust Low Duration Opportunities ETF - $438,969.13. 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: iShares Core S&P 500 ETF - $10,207.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Randy Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.13M earned over time. The largest contributors to dividend income include First Trust Senior Loan ETF - $572,237.52, Schwab U.S. Dividend Equity ETF - $555,546.52, JPMorgan Equity Premium Income Fund - $496,654.12, First Trust Low Duration Opportunities ETF - $438,546.11, and Schwab International Equity ETF - $433,297.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Randy Smith's monthly returns?
Randy Smith's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Randy Smith's strategy be considered aggressive or moderate?
Randy Smith'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 Randy Smith's strategy?
Randy Smith'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.
