PB
Paul Barry Portfolio
Invests via Stark Wealth Management LLC | Managed by Paul Barry
Invests via Stark Wealth Management LLC
Managed by Paul Barry
Automatically Tracked
Veteran technology investor and operator with experience across venture capital, corporate development and early-stage growth. Paul Barry has led investments in SaaS and fintech companies, served on boards and managed M&A and strategic partnerships at both startups and public firms. Background combines operating roles in product and go-to-market with investment sourcing and portfolio oversight. Educated in business and engineering, he is known for sector-focused diligence and scaling teams from Series A to exit.
Veteran technology investor and operator with experience across venture capital, corporate development and early-stage growth. Paul Barry has led investments in SaaS and fintech companies, served on boards and managed M&A and strategic partnerships at both startups and public firms. Background combines operating roles in product and go-to-market with investment sourcing and portfolio oversight. Educated in business and engineering, he is known for sector-focused diligence and scaling teams from Series A to exit.
Investment Philosophy & Strategy
Veteran technology investor and operator with experience across venture capital, corporate development and early-stage growth. Paul Barry has led investments in SaaS and fintech companies, served on boards and managed M&A and strategic partnerships at both startups and public firms. Background combines operating roles in product and go-to-market with investment sourcing and portfolio oversight. Educated in business and engineering, he is known for sector-focused diligence and scaling teams from Series A to exit.
Veteran technology investor and operator with experience across venture capital, corporate development and early-stage growth. Paul Barry has led investments in SaaS and fintech companies, served on boards and managed M&A and strategic partnerships at both startups and public firms. Background combines operating roles in product and go-to-market with investment sourcing and portfolio oversight. Educated in business and engineering, he is known for sector-focused diligence and scaling teams from Series A to exit.
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:
0.1%
Gain
Monthly
0.01%
Yearly
0.07%
Drawdown
8.57%
$29.94M
Equity
Holdings
$29.94M
Investment
$25.62M
$2.92M
Profit +$103,420.62
Realized
-$1.39M
Unrealized
$4.32M
Dividends
$750,037.39
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$103,420.62
Win %
82%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$15,789.91
Win %
82%
This Month
Compared to last month
Gain
-0.13%
Profit
-$37,408.34
Win %
82%
This Year
Compared to last year
Gain
6.25%
Profit
$1.76M
Win %
82%
T AT&T Inc.
+2.09%
+$6,713.7 
DRLL Strive U.S. Energy ETF
+1.77%
+$5,988.82 
JNJ Johnson & Johnson
+1.53%
+$4,011 
BA Boeing Company
+0.88%
+$4,768.47 
FOXA Fox Corporation
+0.74%
+$1,875.15 
VTV Vanguard Value ETF
+0.59%
+$1,777.48 
COWZ Pacer US Cash Cows 100 ETF
+0.42%
+$1,124.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.27%
+$1,932.12 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$487.55 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.04%
+$1,195.3 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$360.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$165.34 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$27.15 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-5.7%
-$27,538.92 
META Meta Platforms Inc Class A
-4.27%
-$13,542.03 
PLTR Palantir Technologies Inc.
-2.6%
-$15,328.08 
TSLA Tesla, Inc.
-2.32%
-$10,835.76 
MSFT Microsoft Corp.
-2.2%
-$6,154.5 
GOOG Alphabet Inc
-2.08%
-$21,932.77 
ARKK ARK Innovation ETF Fund
-1.83%
-$3,698.8 
MGK Vanguard Mega Cap Growth ETF
-1.71%
-$6,847.75 
VUG Vanguard Growth ETF
-1.49%
-$18,295.39 
NVDA NVIDIA Corporation
-1.41%
-$7,872.32 
PTNQ Pacer Trendpilot 100 ETF
-1.4%
-$5,176.5 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$3,171.84 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$11,655.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$2,828.64 
AAPL Apple Inc.
-0.95%
-$12,499.35 
IOO iShares Global 100 ETF
-0.86%
-$1,990.87 
AMZN Amazon.com Inc
-0.73%
-$3,153.09 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.64%
-$20,157.24 
IVV iShares Core S&P 500 ETF
-0.61%
-$1,568.32 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$11,818.8 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.58%
-$9,699.6 
VOTE TCW Transform 500 ETF
-0.58%
-$1,774.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$1,258.29 
XMMO Invesco S&P MidCap Momentum ETF
-0.55%
-$1,301.18 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.11%
-$283.34 Events
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Dividends
Dividend Analysis
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| Trades 214 | Longs Won 93/214 43% | Profit Factor 1.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $153,786.46 |
| Average Win $66,368.29 | Best Trade (Sep 30) $885,001.65 | Sharpe Ratio -3.15 |
| Average Loss -$26,849.4 | Worst Trade (Mar 31) -$1.78M | Z-Score -1.21 (77.43%) |
| Commissions $0 | Avg. Trade Length 6m 3w 6d | Expectancy $13,661.09 |
| 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% | 0.05% | 2.64% |
| Consecutive Losing Trades | 1,115 | 1,003 | 892 | 780 | 669 | 557 | 446 | 334 | 223 | 111 |
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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