CWP
Charles W. Petredis, CFA Portfolio
Invests via Petredis Investment Advisors LLC | Managed by Charles W. Petredis, CFA, Charles J. Petredis
Invests via Petredis Investment Advisors LLC
Managed by Charles W. Petredis, CFA, Charles J. Petredis
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Charles W. Petredis, CFA Profile
With an extensive career in finance, Charles W. Petredis, CFA has established himself as a distinguished investment professional. His deep expertise in asset valuation and capital market analysis has shaped his ability to navigate complex investment landscapes effectively. He serves as a trusted advisor and thought leader within the financial community, leveraging data-driven insights to guide institutional investors and high-net-worth individuals alike. Petredis' commitment to ethical practices and transparent client communication underscores his reputation for integrity in advisory roles.
With an extensive career in finance, Charles W. Petredis, CFA has established himself as a distinguished investment professional. His deep expertise in asset valuation and capital market analysis has shaped his ability to navigate complex investment landscapes effectively. He serves as a trusted advisor and thought leader within the financial community, leveraging data-driven insights to guide institutional investors and high-net-worth individuals alike. Petredis' commitment to ethical practices and transparent client communication underscores his reputation for integrity in advisory roles.
Investment Philosophy & Strategy
Charles W. Petredis, CFA takes a growth-oriented approach to investment opportunities, emphasizing sectors poised for expansion and innovation. His strategic acumen is informed by a robust analytical framework that prioritizes understanding market dynamics and emerging trends. Leveraging his extensive experience in capital markets, he focuses on identifying undervalued assets with significant upside potential while maintaining rigorous standards of ethical practice and transparency. In an ever-evolving financial landscape, his insights guide sound investment decisions tailored to maximize returns for clients.
Charles W. Petredis, CFA takes a growth-oriented approach to investment opportunities, emphasizing sectors poised for expansion and innovation. His strategic acumen is informed by a robust analytical framework that prioritizes understanding market dynamics and emerging trends. Leveraging his extensive experience in capital markets, he focuses on identifying undervalued assets with significant upside potential while maintaining rigorous standards of ethical practice and transparency. In an ever-evolving financial landscape, his insights guide sound investment decisions tailored to maximize returns for clients.
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:
102.68%
Gain -1.17%
Monthly
2.17%
Yearly
29.4%
Drawdown
22.34%
$1.44B
Equity
Holdings
$1.44B
Investment
$744.87M
$738.08M
Profit -$12M
Realized
$46.52M
Unrealized
$691.55M
Dividends
$38.87M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.17%
Profit
-$12M
Win %
75%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$8.14M
Win %
75%
This Month
Compared to last month
Gain
-2.86%
Profit
-$42.25M
Win %
75%
This Year
Compared to last year
Gain
-2.91%
Profit
-$42.94M
Win %
75%
COHR Coherent Corp.
+2.81%
+$176,357.77 
NBIS Nebius Group N.V.
+2.76%
+$14,990.2 
FIX Comfort Systems USA, Inc.
+2.28%
+$4,803.11 
ISRG Intuitive Surgical, Inc.
+2.24%
+$89,892.13 
MSFT Microsoft Corp.
+2.15%
+$1.03M 
GEV GE Vernova Inc.
+2.02%
+$284,740.02 
CLS Celestica Inc.
+1.99%
+$3,714 
AVGO Broadcom Inc.
+1.98%
+$558,722.68 
MU Micron Technology, Inc.
+1.95%
+$1.09M 
CRM Salesforce Inc
+1.77%
+$59,255.42 
AMD Advanced Micro Devices, Inc.
+1.57%
+$303,191.62 
GOOG Alphabet Inc
+1.52%
+$113,688.75 
GOOGL Alphabet Inc
+1.5%
+$880,323.37 
NOW ServiceNow, Inc.
+1.41%
+$45,949.12 
CVX Chevron Corporation
+1.22%
+$80,969.82 
VLO Valero Energy Corporation
+1.18%
+$177,074.94 
EOG EOG Resources, Inc.
+0.86%
+$56,760 
TJX The TJX Companies, Inc.
+0.8%
+$68,008.49 
SHOP Shopify Inc.
+0.74%
+$2,415 
MA Mastercard Incorporated
+0.71%
+$32,901.29 
DRAM Roundhill Memory ETF
+0.65%
+$6,927.16 
V Visa Inc. Class A
+0.56%
+$44,111.46 
RTX RTX Corporation
+0.48%
+$17,564.17 
ANET Arista Networks, Inc.
+0.44%
+$1,283.16 
NVDA NVIDIA Corporation
+0.23%
+$201,596.16 
MAR Marriott International Inc. - Class A
+0.19%
+$11,530.76 
IUSG iShares Core S&P U.S. Growth ETF
+0.18%
+$382.46 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$975.69 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$229.5 
WOLF Wolfspeed, Inc.
+0.07%
+$242 
CGSM Capital Group Short Duration Municipal Income ETF
+0.04%
+$765.7 
VUG Vanguard Growth ETF
+0.04%
+$305.13 
IWB iShares Russell 1000 ETF
+0.02%
+$331.56 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$1,368.28 
XOM Exxon Mobil Corporation
+0.02%
+$1,747.8 
TXN Texas Instruments Inc
+0.02%
+$630.59 
XLC Communication Services Select Sector SPDR Fund
+0.02%
+$2,924.64 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$561.34 
HONA Honeywell Aerospace Inc.
+0.01%
+$177.84 
UNH UnitedHealth Group Incorporated
+0.01%
+$1,827.9 
VTV Vanguard Value ETF
+0.01%
+$31.2 
APH Amphenol Corporation
+0.01%
+$1,812.28 
ADP Automatic Data Processing Inc.
+0.01%
+$307.05 
AMZN Amazon.com Inc
+0.01%
+$5,103.58 
XLV Health Care Select Sector SPDR Fund
+0.01%
+$1,531.03 
CRWD CrowdStrike Holdings, Inc.
+0.01%
+$818.09 
META Meta Platforms Inc Class A
0%
+$455.04 
AZO AutoZone Inc.
0%
+$7.67 
BHP BHP Group Ltd.
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
ORCL Oracle Corporation
-3.99%
-$14,686.56 
TSLA Tesla, Inc.
-2.96%
-$396,613.84 
LLY Eli Lilly and Company
-2.74%
-$363,666.87 
GE General Electric Company
-2.16%
-$321,357.38 
AAPL Apple Inc.
-2.14%
-$1.47M 
BA Boeing Company
-2.13%
-$91,764.38 
NFLX Netflix, Inc.
-1.96%
-$106,628.4 
DE Deere & Company
-1.88%
-$76,184.65 
CAT Caterpillar Inc.
-1.81%
-$123,349.85 
HD The Home Depot, Inc.
-1.72%
-$158,541.02 
JNJ Johnson & Johnson
-1.67%
-$157,182.08 
FAST Fastenal Co.
-1.6%
-$115,948.82 
DHR Danaher Corporation
-1.33%
-$28,579.04 
BKNG Booking Holdings Inc.
-1.23%
-$42,637.41 
MCK McKesson Corporation
-1.18%
-$48,309.5 
CSCO Cisco Systems, Inc.
-1.11%
-$77,650.04 
AME Ametek Inc.
-0.76%
-$55,454.2 
AMAT Applied Materials, Inc.
-0.75%
-$138,785.07 
JPM JPMorgan Chase & Co.
-0.65%
-$1,694.81 
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$169,933.4 
AMGN Amgen Inc.
-0.58%
-$2,204.81 
PG Procter & Gamble Co
-0.56%
-$27,496.56 
ABBV AbbVie Inc.
-0.44%
-$23,734.23 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$2,662.67 
VO Vanguard Mid-Cap ETF
-0.4%
-$50,314.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$4,525.23 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,043.98 
BE Bloom Energy Corporation
-0.13%
-$8,910.8 
SMH VanEck Semiconductor ETF
-0.09%
-$22,767.43 
APP AppLovin Corporation Class A Common Stock
-0.05%
-$105.21 
VRT Vertiv Holdings Co
-0.04%
-$371.96 
CGSD Capital Group Short Duration Income ETF
-0.04%
-$2,172.31 
CGMU Capital Group Municipal Income ETF
-0.04%
-$1,540.87 
VOOG Vanguard S&P 500 Growth ETF
-0.04%
-$16,925.58 
CGNG Capital Group New Geography Equity ETF
-0.03%
-$5,141 
LMT Lockheed Martin Corporation
-0.03%
-$1,433.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$17,628.86 
VB Vanguard Small-Cap ETF
-0.03%
-$3,088.25 
XLF Financial Select Sector SPDR Fund
-0.03%
-$30,031.26 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.03%
-$3,129.69 
MDT Medtronic plc
-0.02%
-$525.1 
XLK State Street Technology Select Sector SPDR ETF
-0.02%
-$11,088.4 
LIN Linde plc
-0.02%
-$740.28 
CSX CSX Corporation
-0.02%
-$659.91 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$315.04 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$13,716.62 
MGV Vanguard Mega Cap Value ETF
-0.01%
-$7,323.18 
ABT Abbott Laboratories
-0.01%
-$370.58 
DIS The Walt Disney Company
-0.01%
-$238.57 
MELI MercadoLibre, Inc.
-0.01%
-$416.56 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$1,546.86 
QCOM QUALCOMM Incorporated
-0.01%
-$150.87 
VOO Vanguard S&P 500 ETF
-0.01%
-$88.28 
XBI SPDR S&P Biotech ETF
-0.01%
-$538.34 
COST Costco Wholesale Corporation
0%
-$256.9 Events
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Dividends
Dividend Analysis
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| Trades 1388 | Longs Won 985/1388 70% | Profit Factor 47.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.42M |
| Average Win $765,543.18 | Best Trade (Jul 22) $79.35M | Sharpe Ratio -12.2 |
| Average Loss -$39,656.28 | Worst Trade (Jul 27) -$3.09M | Z-Score 11.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 2d | Expectancy $531,756.88 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Charles W. Petredis, CFA?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $8.27M, State Street Technology Select Sector SPDR ETF - $6.88M, Alphabet Inc - $5.16M, Financial Select Sector SPDR Fund - $5.08M, and Vanguard Mega Cap Value ETF - $4.66M. 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: Pfizer Inc - $1.36M, Bristol-Myers Squibb Company - $897,888.08, Nike, Inc. - Class B - $884,474.61, Comcast Corp - $475,223.41, and WEC Energy Group Inc - $435,452.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Charles W. Petredis, CFA's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.87M earned over time. The largest contributors to dividend income include Financial Select Sector SPDR Fund - $4.33M, Vanguard Mega Cap Value ETF - $3.61M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.56M, Vanguard S&P 500 Value ETF - $1.68M, and Microsoft Corp - $1.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Charles W. Petredis, CFA's monthly returns?
Charles W. Petredis, CFA'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 Charles W. Petredis, CFA's strategy be considered aggressive or moderate?
Charles W. Petredis, CFA'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 Charles W. Petredis, CFA's strategy?
Charles W. Petredis, CFA'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.
