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:
14.04%
Gain -0.8%
Monthly
0.61%
Yearly
7.61%
Drawdown
8.05%
$29.85M
Equity
Holdings
$29.85M
Investment
$25.62M
$6.89M
Profit -$359,969.76
Realized
$2.66M
Unrealized
$4.23M
Dividends
$802,320.18
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$359,969.76
Win %
88%
This Week
Compared To Last Week
Gain
-2.2%
Profit
-$689,297.18
Win %
88%
This Month
Compared to last month
Gain
-0.27%
Profit
-$83,700.24
Win %
88%
This Year
Compared to last year
Gain
8.63%
Profit
$2.43M
Win %
88%
JNJ Johnson & Johnson
+0.88%
+$2,341.5 
BA Boeing Company
+0.71%
+$3,406.05 
AAPL Apple Inc.
+0.41%
+$5,579.35 
FOXA Fox Corporation
+0.29%
+$829.91 
VTV Vanguard Value ETF
+0.18%
+$551.2 
COWZ Pacer US Cash Cows 100 ETF
+0.07%
+$204.4 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$360.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$141.72 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$97.51 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 
PLTR Palantir Technologies Inc.
-7.22%
-$63,552.24 
CRDO Credo Technology Group Holding Ltd.
-4.93%
-$20,445.21 
ARKK ARK Innovation ETF Fund
-4.66%
-$10,541.58 
META Meta Platforms Inc Class A
-3.71%
-$13,022.09 
PTNQ Pacer Trendpilot 100 ETF
-2.61%
-$9,961.5 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$6,108.48 
GOOG Alphabet Inc
-2.33%
-$23,989 
MGK Vanguard Mega Cap Growth ETF
-2.27%
-$9,486.75 
TSLA Tesla, Inc.
-2.15%
-$9,316.84 
VUG Vanguard Growth ETF
-2.08%
-$26,490.42 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.98%
-$19,471.04 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.97%
-$62,250.3 
MSFT Microsoft Corp.
-1.94%
-$7,283.65 
AMZN Amazon.com Inc
-1.9%
-$8,339.3 
XMMO Invesco S&P MidCap Momentum ETF
-1.58%
-$3,389.12 
NVDA NVIDIA Corporation
-1.43%
-$8,371.08 
DRLL Strive U.S. Energy ETF
-1.35%
-$5,552.43 
VOTE TCW Transform 500 ETF
-1.24%
-$3,935.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.15%
-$2,611.29 
SPY SPDR S&P 500 ETF Trust
-1.1%
-$22,659.35 
IVV iShares Core S&P 500 ETF
-1.09%
-$2,856.1 
IOO iShares Global 100 ETF
-0.8%
-$1,924.23 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$2,350.56 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.74%
-$22,113.05 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.61%
-$10,507.9 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.43%
-$1,158.3 
T AT&T Inc.
-0.3%
-$1,021.65 
VIG Vanguard Dividend Appreciation ETF
-0.08%
-$217.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.01%
-$107.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 214 | Longs Won 138/214 64% | Profit Factor 2.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,944.97 |
| Average Win $87,377.3 | Best Trade (Sep 30) $885,001.65 | Sharpe Ratio -3.14 |
| Average Loss -$77,941.56 | Worst Trade (Mar 31) -$1.78M | Z-Score 2.92 (99.65%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $32,217.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.39% |
| Consecutive Losing Trades | 383 | 345 | 306 | 268 | 230 | 191 | 153 | 115 | 77 | 38 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,943 | $952,247.01 | $1.35M | - | $401,838.33 | 42.2% | +0.414% |
| AMZN Amazon.com Inc | 1,723 | $378,295.23 | $430,612.16 | - | $52,316.93 | 13.83% | -1.9% |
| ARKK ARK Innovation ETF Fund | 2,642 | $228,004.41 | $215,851.4 | - | -$12,153.01 | -5.33% | -4.656% |
| BA Boeing Company | 2,523 | $446,571 | $479,571.84 | - | $33,000.84 | 7.39% | +0.715% |
| COWZ Pacer US Cash Cows 100 ETF | 4,088 | $230,889.92 | $287,713.44 | - | $56,823.52 | 24.61% | +0.071% |
| CRDO Credo Technology Group Holding Ltd. | 2,322 | $337,811.11 | $394,031.79 | - | $56,220.68 | 16.64% | -4.933% |
| DRLL Strive U.S. Energy ETF | 9,285 | $266,520.97 | $406,980.12 | - | $140,459.15 | 52.7% | -1.346% |
| FOXA Fox Corporation | 4,486 | $217,930.06 | $287,844.19 | - | $69,914.13 | 32.08% | +0.289% |
| GOOG Alphabet Inc | 2,980 | $567,955.25 | $1M | - | $435,887.55 | 76.75% | -2.334% |
| IOO iShares Global 100 ETF | 1,666 | $199,936.69 | $239,445.85 | - | $39,509.16 | 19.76% | -0.797% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1,353 | $201,178 | $224,706.24 | - | $23,528.24 | 11.7% | -1.149% |
| IVV iShares Core S&P 500 ETF | 338 | $231,510 | $259,147.98 | - | $27,637.98 | 11.94% | -1.09% |
| JMST JPMorgan Ultra-Short Municipal Income Fund | 19,502 | $993,432 | $989,628.99 | - | -$3,803.01 | -0.38% | +0.01% |
| JNJ Johnson & Johnson | 1,050 | $151,851.2 | $268,285.5 | - | $116,434.3 | 76.68% | +0.88% |
| JPST JPMorgan Ultra-Short Income ETF | 18,003 | $910,772 | $906,271.02 | - | -$4,500.98 | -0.49% | +0.04% |
| META Meta Platforms Inc Class A | 477 | $281,561.6 | $338,393.34 | - | $56,831.74 | 20.18% | -3.706% |
| MGK Vanguard Mega Cap Growth ETF | 4,550 | $312,948.14 | $409,431.75 | - | $96,483.61 | 30.83% | -2.265% |
| MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 4,724 | $474,006.01 | $474,856.48 | - | $850.47 | 0.18% | +0.03% |
| MSFT Microsoft Corp. | 697 | $346,695 | $368,706.03 | - | $22,011.03 | 6.35% | -1.937% |
| NVDA NVIDIA Corporation | 2,696 | $368,473.51 | $577,281 | - | $208,807.49 | 56.67% | -1.429% |
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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 Paul Barry?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $912,323.92, iShares Core MSCI International Developed Markets ETF (IDEV) - $807,041.32, iShares U.S. Equity Factor Rotation Active ETF - $717,497.94, FlexShares US Quality Large Cap Fund - $531,402.38, and ISHARES S&P 500 GROWTH ETF (3IS8) - $502,201.18. 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: Schwab U.S. Large-Cap Growth ETF - $1.71M, Vanguard Growth ETF - $392,293.66, Vanguard Small-Cap Growth ETF - $336,767.57, NVIDIA Corporation - $297,975.13, and Tesla, Inc - $253,233.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul Barry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $802,320.18 earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap Value ETF - $109,602.96, SPDR S&P 500 ETF Trust - $56,733.1, Vanguard Value ETF - $41,613.78, SEI Enhanced U.S. Large Cap Value Fund - $38,628.2, and Vanguard Total Bond Market Index Fund - $38,077.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul Barry's monthly returns?
Paul Barry'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 Paul Barry's strategy be considered aggressive or moderate?
Paul Barry's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Paul Barry's strategy?
Paul Barry's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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