HKM
Heather K. Mellem Portfolio
Invests via P/E Global LLC | Managed by Warren Naphtal, David J. Souza Jr.
Invests via P/E Global LLC
Managed by Warren Naphtal, David J. Souza Jr.
Automatically Tracked
Heather K. Mellem Profile
Heather K. Mellem is a seasoned operating executive known for her extensive experience in the technology sector. She has held pivotal leadership roles in several high-growth firms, driving innovation and market expansion initiatives that significantly enhance competitive positioning. Her background encompasses strategic management, where she successfully spearheaded transformative projects that propelled revenue growth and operational efficiency. With a track record of fostering collaborative teams and aligning organizational objectives with performance metrics, Heather stands out as a catalyst for industry advancement. Her contributions extend beyond traditional frameworks as she continues to influence technology commercialization strategies across diverse platforms.
Heather K. Mellem is a seasoned operating executive known for her extensive experience in the technology sector. She has held pivotal leadership roles in several high-growth firms, driving innovation and market expansion initiatives that significantly enhance competitive positioning. Her background encompasses strategic management, where she successfully spearheaded transformative projects that propelled revenue growth and operational efficiency. With a track record of fostering collaborative teams and aligning organizational objectives with performance metrics, Heather stands out as a catalyst for industry advancement. Her contributions extend beyond traditional frameworks as she continues to influence technology commercialization strategies across diverse platforms.
Investment Philosophy & Strategy
Growth opportunities in the technology landscape inform Heather K. Mellem's approach to investment and innovation. Her leadership experience uniquely positions her to identify emerging trends that drive value creation and competitive differentiation. By emphasizing collaboration among teams, she effectively leverages organizational strengths to fuel scalable growth initiatives. With a strong focus on operational excellence, her strategic insights guide capital deployment towards ventures that exhibit robust potential for market share expansion. Heather's entrepreneurial mindset fuels an ambition for transformative change within the industry.
Growth opportunities in the technology landscape inform Heather K. Mellem's approach to investment and innovation. Her leadership experience uniquely positions her to identify emerging trends that drive value creation and competitive differentiation. By emphasizing collaboration among teams, she effectively leverages organizational strengths to fuel scalable growth initiatives. With a strong focus on operational excellence, her strategic insights guide capital deployment towards ventures that exhibit robust potential for market share expansion. Heather's entrepreneurial mindset fuels an ambition for transformative change within the industry.
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:
43.03%
Gain -0.17%
Monthly
0.47%
Yearly
5.73%
Drawdown
16.98%
$1.59B
Equity
Holdings
$1.59B
Investment
$1.39B
$206.26M
Profit -$2.28M
Realized
-$345,517.88
Unrealized
$206.6M
Dividends
$48.96M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$2.28M
Win %
55%
This Week
Compared To Last Week
Gain
2.39%
Profit
$37.22M
Win %
55%
This Month
Compared to last month
Gain
2.39%
Profit
$37.22M
Win %
55%
This Year
Compared to last year
Gain
2.34%
Profit
$36.41M
Win %
58%
Events
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Dividends
Dividend Analysis
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| Trades 54 | Longs Won 32/54 59% | Profit Factor 7.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.37M |
| Average Win $7.48M | Best Trade (Aug 05) $61.93M | Sharpe Ratio -9.75 |
| Average Loss -$1.51M | Worst Trade (Mar 31) -$23.68M | Z-Score 0.12 (9.65%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $3.82M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.21% |
| Consecutive Losing Trades | 1,057 | 951 | 846 | 740 | 634 | 529 | 423 | 317 | 211 | 106 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ACWI iShares MSCI ACWI ETF | 1.39M | $154.3M | $217.6M | - | $63.3M | 41.03% | +0.495% |
 AGG iShares Core U.S. Aggregate Bond ETF | 338,206 | $33.48M | $32.93M | - | -$553,392.76 | -1.65% | -0.256% |
 BNDX Vanguard Total International Bond ETF | 1.04M | $50.99M | $49.61M | - | -$1.38M | -2.71% | -0.23% |
 IEFA iShares Core MSCI EAFE ETF | 168,838 | $15.31M | $16.59M | - | $1.28M | 8.38% | -0.637% |
 IVV iShares Core S&P 500 ETF | 749,698 | $517.36M | $562.51M | - | $45.15M | 8.73% | +0.687% |
 URTH iShares MSCI World ETF | 146,536 | $29.69M | $29.8M | - | $106,971.28 | 0.36% | +0.192% |
 VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 228,184 | $14.62M | $16.11M | - | $1.49M | 10.21% | -0.661% |
 VOO Vanguard S&P 500 ETF | 921,199 | $572.56M | $632.54M | - | $59.99M | 10.48% | +0.713% |
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FAQ
Which stocks have generated the highest profits for Heather K. Mellem?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI ACWI ETF - $37.95M, Vanguard S&P 500 ETF - $6.28M, Vanguard Total International Bond ETF - $6.03M, iShares Core S&P 500 ETF - $2.3M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.37M. 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 U.S. Aggregate Bond ETF - $5.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heather K. Mellem's portfolio generate?
The portfolio generates substantial dividend income, with a total of $48.96M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $24.51M, iShares MSCI ACWI ETF - $10.67M, Vanguard Total International Bond ETF - $6.55M, Vanguard S&P 500 ETF - $4.18M, and iShares Core S&P 500 ETF - $2.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heather K. Mellem's monthly returns?
Heather K. Mellem's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Heather K. Mellem's strategy be considered aggressive or moderate?
Heather K. Mellem'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 Heather K. Mellem's strategy?
Heather K. Mellem'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.
