Henry Pizzutello Portfolio
Invests via HFG Wealth Management, LLC | Managed by Henry Pizzutello
Invests via HFG Wealth Management, LLC
Managed by Henry Pizzutello
Automatically Tracked
Henry Pizzutello Profile
Veteran corporate development and private equity executive focused on growth-stage industrials and business services. Henry Pizzutello leverages operational transformation, M&A execution and capital markets experience to support portfolio scaling and strategic exits. Known for pragmatic deal-sourcing, operational improvement programs and board-level governance, he works with sponsors and family offices to structure buyouts, carve-outs and minority growth investments.
Veteran corporate development and private equity executive focused on growth-stage industrials and business services. Henry Pizzutello leverages operational transformation, M&A execution and capital markets experience to support portfolio scaling and strategic exits. Known for pragmatic deal-sourcing, operational improvement programs and board-level governance, he works with sponsors and family offices to structure buyouts, carve-outs and minority growth investments.
Investment Philosophy & Strategy
Focuses on growth-stage industrials and business services, prioritizing control or structured minority stakes that allow operational influence and clear value-creation plans. Prefers buyouts, carve-outs and growth financings where operational transformation, margin improvement and bolt-on M&A can accelerate scale. Deploys disciplined underwriting, cash-flow driven returns and realistic exit roadmaps, blending hands-on governance with sponsor and family-office collaboration to de-risk investments over a 3–7 year horizon.
Focuses on growth-stage industrials and business services, prioritizing control or structured minority stakes that allow operational influence and clear value-creation plans. Prefers buyouts, carve-outs and growth financings where operational transformation, margin improvement and bolt-on M&A can accelerate scale. Deploys disciplined underwriting, cash-flow driven returns and realistic exit roadmaps, blending hands-on governance with sponsor and family-office collaboration to de-risk investments over a 3–7 year horizon.
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:
7.31%
Gain
Monthly
0.32%
Yearly
3.85%
Drawdown
11.87%
$188.63M
Equity
Holdings
$188.63M
Investment
$155.58M
$87.28M
Profit -$1.01M
Realized
$54.23M
Unrealized
$33.05M
Dividends
$18.6M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.01M
Win %
81%
This Week
Compared To Last Week
Gain
0.55%
Profit
$1.04M
Win %
81%
This Month
Compared to last month
Gain
0.7%
Profit
$1.3M
Win %
81%
This Year
Compared to last year
Gain
3.8%
Profit
$6.91M
Win %
82%
PLD Prologis Inc.
+3.77%
+$27,669.6 
AAPL Apple Inc.
+2.05%
+$67,107.2 
AMLP Alerian MLP ETF
+1.65%
+$30,843.12 
CVX Chevron Corporation
+1.44%
+$5,449.6 
XOM Exxon Mobil Corporation
+1.18%
+$23,929.2 
KHPI
0%
$0 
TSEP
0%
$0 
ZSEP
0%
$0 
NVDA NVIDIA Corporation
-2.69%
-$8,992.58 
GLDB IDX Alternative FIAT ETF
-2.42%
-$77,080.58 
GLD SPDR Gold Shares
-1.96%
-$8,113.77 
DFAE Dimensional Emerging Core Equity Market ETF
-1.95%
-$38,954.22 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$22,814.45 
IGLD FT Vest Gold Strategy Target Fund
-1.64%
-$141,765.04 
VUG Vanguard Growth ETF
-1.46%
-$14,346.24 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-1.45%
-$37,422.48 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.31%
-$190,518.26 
GBTC Grayscale Bitcoin Trust ETF
-1.19%
-$24,991.2 
BTC Grayscale Bitcoin Mini Trust ETF
-1.17%
-$64,788 
AMZN Amazon.com Inc
-1.09%
-$5,157.82 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$143,000.16 
WWJD Inspire International ETF
-0.96%
-$3,030.75 
XUSP Innovator Uncapped Accelerated US Equity Fund
-0.92%
-$6,373.06 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$8,726.67 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$19,303.33 
EJAN Innovator Emerging Markets Power Buffer ETF
-0.68%
-$5,246.45 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$5,868.77 
SFLR Innovator Equity Managed Floor ETF
-0.54%
-$35,425.11 
DFAW Dimensional World Equity ETF
-0.53%
-$58,914.24 
DFAU Dimensional US Core Equity Market ETF
-0.47%
-$31,153.71 
IAPR Innovator International Developed Power Buffer ETF
-0.43%
-$68,293.55 
IMAR Innovator International Developed Power Buffer ETF - March
-0.38%
-$1,145.62 
IJAN Innovator International Developed Power Buffer ETF - January
-0.34%
-$14,792.96 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.32%
-$6,855.3 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$19,176.56 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.25%
-$6,983.13 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.23%
-$669.3 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.16%
-$590.51 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.14%
-$1,329.44 
GMAR FT Vest US Equity Moderate B Fund
-0.14%
-$506.82 
GOCT FT Vest US Equity Moderate Fund
-0.13%
-$30,396.35 
FMB First Trust Managed Municipal Fund
-0.12%
-$2,587.54 
MRSK Toews Agility Shares Managed Risk ETF
-0.09%
-$11,827.87 
IBD Inspire Corporate Bond ETF
-0.08%
-$817.84 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$320.38 
DFIP Dimensional Inflation-Protected Securities ETF
-0.06%
-$268.65 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$1,705.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$121.26 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$77.34 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$29.18 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 368/484 76% | Profit Factor 19.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $720,127.52 |
| Average Win $250,335.13 | Best Trade (Mar 31) $10.61M | Sharpe Ratio -9.24 |
| Average Loss -$41,721.06 | Worst Trade (Jul 10) -$1.36M | Z-Score 2.76 (99.42%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $180,338.19 |
| 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 | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
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