Heidi Mark Portfolio
Invests via ENDEAVOR PRIVATE WEALTH Inc. | Managed by Heidi Mark
Invests via ENDEAVOR PRIVATE WEALTH Inc.
Managed by Heidi Mark
Automatically Tracked
Heidi Mark Profile
With a distinguished career spanning multiple sectors, Heidi Mark has emerged as a prominent leader in corporate development and strategy. Known for her impactful contributions to both private equity and venture capital arenas, she drives innovation through transformative leadership across diverse business landscapes. Her expertise includes guiding high-growth startups toward sustainable scale while optimizing operational efficiencies in established firms. Recognized for fostering strategic partnerships, Mark also brings extensive experience in stakeholder engagement and market expansion initiatives that enhance overall competitive positioning. This multifaceted background underlines her relevance within the investment community.
With a distinguished career spanning multiple sectors, Heidi Mark has emerged as a prominent leader in corporate development and strategy. Known for her impactful contributions to both private equity and venture capital arenas, she drives innovation through transformative leadership across diverse business landscapes. Her expertise includes guiding high-growth startups toward sustainable scale while optimizing operational efficiencies in established firms. Recognized for fostering strategic partnerships, Mark also brings extensive experience in stakeholder engagement and market expansion initiatives that enhance overall competitive positioning. This multifaceted background underlines her relevance within the investment community.
Investment Philosophy & Strategy
Through an acute understanding of market dynamics and growth trajectories, Heidi Mark exemplifies a contrarian investment philosophy. Her track record showcases a willingness to pursue opportunities in underappreciated sectors or companies poised for resurgence. This perspective not only leverages her experience in both private equity and venture capital but also enables her to capitalize on dislocated valuations during shifting economic landscapes. The strategic emphasis on navigating transformative partnerships highlights a unique ability to drive value creation while aligning diverse stakeholder interests. By identifying potential catalysts for change within organizations, she effectively positions investments for substantial upside.
Through an acute understanding of market dynamics and growth trajectories, Heidi Mark exemplifies a contrarian investment philosophy. Her track record showcases a willingness to pursue opportunities in underappreciated sectors or companies poised for resurgence. This perspective not only leverages her experience in both private equity and venture capital but also enables her to capitalize on dislocated valuations during shifting economic landscapes. The strategic emphasis on navigating transformative partnerships highlights a unique ability to drive value creation while aligning diverse stakeholder interests. By identifying potential catalysts for change within organizations, she effectively positions investments for substantial upside.
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:
40.36%
Gain -0.25%
Monthly
1.57%
Yearly
20.59%
Drawdown
16.67%
$405.43M
Equity
Holdings
$405.43M
Investment
$357.64M
$59.15M
Profit -$549,589.58
Realized
$11.37M
Unrealized
$47.78M
Dividends
$10.24M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$549,589.58
Win %
67%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$774,371.93
Win %
67%
This Month
Compared to last month
Gain
-0.56%
Profit
-$2.26M
Win %
67%
This Year
Compared to last year
Gain
-1.53%
Profit
-$6.21M
Win %
69%
PANW Palo Alto Networks, Inc.
+6.08%
+$20,211.08 
CRWD CrowdStrike Holdings, Inc.
+5.64%
+$25,517 
MU Micron Technology Inc.
+3.57%
+$6,335.24 
XLE State Street Energy Select Sector SPDR ETF
+3.04%
+$15,077.53 
CVX Chevron Corporation
+2.82%
+$22,416.16 
XOM ExxonMobil Holdings Corporation
+2.74%
+$11,763.08 
CDNS Cadence Design Systems, Inc.
+2.54%
+$4,323.01 
AMD Advanced Micro Devices Inc.
+2.25%
+$18,212.5 
TXN Texas Instruments Inc.
+2.09%
+$6,727.6 
INTC Intel Corporation
+2.08%
+$3,090.08 
CSCO Cisco Systems, Inc.
+1.68%
+$22,248.16 
ADI Analog Devices, Inc.
+1.49%
+$8,346.23 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.45%
+$6,194.69 
SNDK Sandisk Corp.
+1.45%
+$3,465.6 
LRCX Lam Research Corp.
+1.41%
+$4,140.73 
BAI iShares A.I. Innovation and Tech Active ETF
+1.31%
+$65,941.55 
TER Teradyne, Inc.
+1.27%
+$3,726.23 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.13%
+$3,559.76 
SUZ Suzano S.A. - Sponsored ADR
+0.94%
+$1,019.92 
MTUM iShares MSCI USA Momentum Factor ETF
+0.91%
+$37,361.78 
XLK State Street Technology Select Sector SPDR ETF
+0.88%
+$10,356.8 
PSX Phillips 66
+0.84%
+$12,573.54 
VGT Vanguard Information Technology ETF
+0.83%
+$3,380.52 
MSFT Microsoft Corporation Common Stock
+0.79%
+$23,001.87 
AVGO Broadcom Inc.
+0.72%
+$19,560.38 
IYW iShares U.S. Technology ETF
+0.68%
+$2,259.43 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF
+0.56%
+$1,201.28 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.49%
+$1,032.93 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$991 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.46%
+$1,269.13 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$12,705.48 
COUR Coursera, Inc.
+0.39%
+$289.34 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$31,494.01 
AVEM Avantis Emerging Markets Equity ETF
+0.27%
+$5,584.07 
PLD Prologis, Inc.
+0.24%
+$977.74 
TDVI FT Vest Technology Dividend Target Income ETF
+0.23%
+$1,134.7 
CGNG Capital Group New Geography Equity ETF
+0.19%
+$1,631.24 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.19%
+$3,908.49 
CFFN Capitol Federal Financial, Inc.
+0.18%
+$3,301.3 
IBM International Business Machines Corporation
+0.17%
+$1,275.81 
AVRE Avantis Real Estate ETF
+0.17%
+$1,054.72 
IDV iShares International Select Dividend ETF
+0.17%
+$1,016.61 
VTEB Vanguard Tax-Exempt Bond ETF
+0.17%
+$572.72 
KLAC KLA Corporation
+0.16%
+$295.09 
AVUV Avantis U.S. Small Cap Value ETF
+0.15%
+$2,610 
ITWO ProShares Russell 2000 High Income ETF
+0.14%
+$677.85 
NVDA NVIDIA Corporation
+0.13%
+$7,115.64 
MUB iShares National Muni Bond ETF
+0.13%
+$1,773.85 
IALT iShares Systematic Alternatives Active ETF
+0.12%
+$3,501.21 
MGK Vanguard Mega Cap Growth ETF
+0.11%
+$334.51 
USXF iShares ESG Advanced MSCI USA ETF
+0.09%
+$445.55 
THRO iShares U.S. Thematic Rotation Active ETF
+0.06%
+$1,958.78 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.04%
+$125.4 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$153.02 
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$710.07 
IVW iShares S&P 500 Growth ETF
+0.01%
+$1,614.56 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$277.55 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XPER Xperi Inc.
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
PSQO Palmer Square Credit Opportunities ETF
0%
$0 BUFH
BUFH
0%
$0 
LOW Lowe's Companies, Inc.
-2.79%
-$16,147.88 
PG The Procter & Gamble Company
-2.71%
-$8,767.36 
GE General Electric Company
-2.41%
-$11,658.45 
KO The Coca-Cola Company
-2.15%
-$8,507.7 
CAT Caterpillar Inc.
-2.07%
-$2,996.27 
LLY Eli Lilly and Company
-1.99%
-$20,611.75 
JNJ Johnson & Johnson
-1.88%
-$12,434.52 
PCAR PACCAR Inc.
-1.84%
-$77,406.4 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.77%
-$8,918.31 
MA Mastercard Inc. Class A Common Stock
-1.71%
-$8,684.46 
MRK Merck & Co., Inc.
-1.67%
-$4,917.56 
BLK BlackRock, Inc.
-1.54%
-$3,800.76 
VZ Verizon Communications Inc.
-1.43%
-$5,236.76 
ITA iShares U.S. Aerospace & Defense ETF
-1.4%
-$4,351.02 
MS Morgan Stanley Common Stock
-1.37%
-$8,207.32 
JPM JPMorgan Chase & Co.
-1.34%
-$12,771.03 
BGY BlackRock Enhanced International Dividend Trust
-1.29%
-$1,944.81 
BALL Ball Corporation
-1.25%
-$4,706.8 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.22%
-$3,373.41 
V Visa Inc. Class A
-1.21%
-$11,748.45 
TJX The TJX Companies, Inc.
-1.21%
-$2,582.78 
ITW Illinois Tool Works Inc.
-1.18%
-$5,233.78 
BCS Barclays PLC Sponsored ADR
-1.16%
-$2,408.99 
COST Costco Wholesale Corp
-1.13%
-$4,358.35 
XLI State Street Industrial Select Sector SPDR ETF
-1.1%
-$2,540.04 
DXC DXC Technology Company
-1.09%
-$1,955.1 
AMGN Amgen Inc. Common Stock
-1.07%
-$10,483.18 
WDC Western Digital Corp.
-1.05%
-$2,107.28 
VIS Vanguard Industrials ETF
-1.02%
-$6,201.36 
XLF State Street Financial Select Sector SPDR ETF
-1.01%
-$5,856.95 
WMT Walmart Inc.
-0.93%
-$13,001.78 
SLV iShares Silver Trust
-0.92%
-$3,391.57 
AEP American Electric Power Company, Inc.
-0.91%
-$4,572.91 
AEE Ameren Corporation
-0.9%
-$3,339.84 
IYH iShares U.S. Healthcare ETF
-0.88%
-$2,625.73 
VHT Vanguard Health Care ETF
-0.87%
-$8,340.75 
XLV State Street Health Care Select Sector SPDR ETF
-0.86%
-$6,442.8 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
-0.85%
-$5,641.92 
CVS CVS Health Corporation Common Stock
-0.83%
-$2,493.66 
AZN AstraZeneca PLC American Depositary Shares
-0.77%
-$2,034.14 
XLU State Street Utilities Select Sector SPDR ETF
-0.72%
-$2,081.96 
IDEF iShares Defense Industrials Active ETF
-0.69%
-$25,576.96 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.68%
-$909.8 
GS The Goldman Sachs Group, Inc.
-0.65%
-$2,369.8 
AVDV Avantis International Small Cap Value ETF
-0.61%
-$4,592.9 
LAMR Lamar Advertising Company Class A
-0.6%
-$4,155.74 
GD General Dynamics Corp.
-0.58%
-$4,029.3 
TSLA Tesla, Inc.
-0.57%
-$3,064.4 
GLD SPDR Gold Shares
-0.57%
-$1,856.97 
IAU iShares Gold Trust
-0.57%
-$10,659.7 
VIG Vanguard Dividend Appreciation ETF
-0.57%
-$3,529.21 
EFG iShares MSCI EAFE Growth ETF
-0.55%
-$27,561.95 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.5%
-$10,039.77 
RSP Invesco S&P 500 Equal Weight ETF
-0.49%
-$3,356.64 
MGV Vanguard Mega Cap Value ETF
-0.49%
-$2,100.02 
AVDE Avantis International Equity Fund Institutional Class
-0.47%
-$15,224.27 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$8,283.42 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.45%
-$2,156 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$3,882.63 
AVDS Avantis International Small Cap Equity ETF
-0.44%
-$5,392.83 
IEFA iShares Core MSCI EAFE ETF
-0.44%
-$9,184.14 
VTV Vanguard Morningstar Value ETF
-0.43%
-$2,217.74 
PNC The PNC Financial Services Group, Inc.
-0.43%
-$3,294.72 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$1,989.12 
CGXU Capital Group International Focus Equity ETF
-0.38%
-$12,021.36 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$1,013.21 
IVE iShares S&P 500 Value ETF
-0.36%
-$44,402.71 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.35%
-$28,896.72 
VYMI Vanguard International High Dividend Yield ETF
-0.34%
-$1,991.5 
TNYA Tenaya Therapeutics, Inc.
-0.34%
-$14.82 
AVES Avantis Emerging Markets Value ETF
-0.33%
-$1,388.67 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$5,859.36 
META Meta Platforms Inc Class A
-0.33%
-$8,408.27 
OHI Omega Healthcare Investors Inc.
-0.32%
-$1,196.1 
CGBL Capital Group Core Balanced ETF
-0.31%
-$24,454.29 
BLV Vanguard Long-Term Bond ETF
-0.31%
-$2,641.2 
CGDG Capital Group Dividend Growers ETF
-0.3%
-$9,727.27 
CGSD Capital Group Short Duration Income ETF
-0.29%
-$1,364.85 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.29%
-$8,663.64 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.29%
-$779.77 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$5,501.1 
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.28%
-$1,302 
CGDV Capital Group Dividend Value ETF
-0.28%
-$13,774.59 
AAPL Apple Inc.
-0.27%
-$15,495.45 
AVSC Avantis U.S. Small Cap Equity ETF
-0.27%
-$7,993.49 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$11,429.46 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$11,289.11 
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF
-0.25%
-$1,187.36 
VB Vanguard Small-Cap ETF
-0.25%
-$9,098.07 
OEF iShares S&P 100 ETF
-0.23%
-$2,354.05 
CGCP Capital Group Core Plus Income ETF
-0.23%
-$7,522.2 
VEA Vanguard FTSE Developed Markets ETF
-0.23%
-$7,523.36 
CGUS Capital Group Core Equity ETF
-0.23%
-$9,052.4 
CGCB Capital Group Core Bond ETF
-0.22%
-$8,624.55 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.21%
-$786.47 
WM Waste Management Inc.
-0.21%
-$457.51 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.2%
-$981.5 
BLCR iShares Large Cap Core Active ETF
-0.2%
-$7,527.14 
LRGF iShares U.S. Equity Factor ETF
-0.19%
-$495.03 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.18%
-$27,545.25 
VOO Vanguard S&P 500 ETF
-0.18%
-$2,073.28 
AVUS Avantis U.S. Equity ETF
-0.17%
-$18,356.62 
CGGO Capital Group Global Growth Equity ETF
-0.17%
-$7,737.4 
VONE Vanguard Russell 1000 ETF
-0.17%
-$2,433.6 
VXUS Vanguard Total International Stock ETF
-0.17%
-$2,193.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.17%
-$7,842.8 
AMZN Amazon.com Inc
-0.16%
-$3,644.49 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$425.88 
AVIG Avantis Core Fixed Income ETF
-0.16%
-$10,067.07 
IWM iShares Russell 2000 ETF
-0.16%
-$1,141.45 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$21,516.74 
IVV iShares Core S&P 500 ETF
-0.16%
-$42,808.12 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.15%
-$345.76 
HYLS First Trust Tactical High Yield ETF
-0.15%
-$2,099.02 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.15%
-$1,280.04 
ABBV AbbVie Inc.
-0.15%
-$1,026.06 
BND Vanguard Total Bond Market ETF
-0.15%
-$1,205.82 
IWR iShares Russell Mid-Cap ETF
-0.14%
-$1,066.88 
AVLC Avantis U.S. Large Cap Equity ETF
-0.14%
-$4,825.08 
VTI Vanguard Total Stock Market ETF
-0.14%
-$2,360.92 
BIV Vanguard Intermediate-Term Bond ETF
-0.14%
-$329.28 
BNY Bank of New York Mellon Corp.
-0.14%
-$3,355.69 
SYSB iShares Systematic Bond ETF
-0.14%
-$1,053.84 
GOOGL Alphabet Inc
-0.14%
-$3,387.12 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$553 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$2,520.75 
MGC Vanguard Morningstar Mega Cap ETF
-0.13%
-$9,400.68 
IJR iShares Core S&P Small-Cap ETF
-0.13%
-$549.82 
FBND Fidelity Total Bond ETF
-0.12%
-$475.64 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$23,086.14 
SUSA iShares ESG Optimized MSCI USA ETF
-0.12%
-$1,110 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$7,076.45 
ESGU iShares ESG Aware MSCI USA ETF
-0.11%
-$698.37 
DSI iShares ESG MSCI KLD 400 ETF
-0.11%
-$349.6 
NUSC Nuveen ESG Small-Cap ETF
-0.11%
-$262.62 
EUSB iShares ESG Advanced Universal USD Bond ETF
-0.11%
-$415.08 
CORO iShares International Country Rotation Active ETF
-0.1%
-$3,471.79 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$799.29 
VV Vanguard Morningstar Large-Cap ETF
-0.1%
-$1,523.5 
BINC iShares Flexible Income Active ETF
-0.09%
-$1,382.17 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$1,362.95 
PSQA Palmer Square CLO Senior Debt ETF
-0.07%
-$247.32 
IAGG iShares Core International Aggregate Bond ETF
-0.07%
-$925.92 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.07%
-$283.5 
IWN iShares Russell 2000 Value ETF
-0.07%
-$217.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$233.37 
CEG Constellation Energy Corporation
-0.07%
-$401.05 
AVSF Avantis Short-Term Fixed Income ETF
-0.06%
-$2,412.9 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$916.5 
GOOG Alphabet Inc
-0.05%
-$1,215.08 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.05%
-$90.6 
NEE NextEra Energy Inc.
-0.04%
-$145.84 
CGGR Capital Group Growth ETF
-0.02%
-$817.96 
MBB iShares MBS ETF
-0.01%
-$523.78 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1234 | Longs Won 842/1234 68% | Profit Factor 10.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $164,619.08 |
| Average Win $77,972.49 | Best Trade (Oct 15) $2.61M | Sharpe Ratio -9.27 |
| Average Loss -$16,597.51 | Worst Trade (Oct 23) -$274,892.52 | Z-Score 8.45 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $47,930.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,311 | $4.2M | $5.66M | - | $1.46M | 34.72% | -0.273% |
| ABBV AbbVie Inc. | 2,443 | $567,034.64 | $695,693.11 | - | $128,658.47 | 22.69% | -0.147% |
| ADI Analog Devices, Inc. | 1,449 | $307,104.02 | $567,312.48 | - | $260,208.46 | 84.73% | +1.493% |
| AEE Ameren Corporation | 3,408 | $340,861.71 | $367,927.68 | - | $27,065.97 | 7.94% | -0.9% |
| AEP American Electric Power Company, Inc. | 3,859 | $418,379.25 | $499,566.84 | - | $81,187.59 | 19.41% | -0.907% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,166 | $2.02M | $1.94M | - | -$85,795.61 | -4.24% | -0.13% |
| AMD Advanced Micro Devices Inc. | 1,592 | $435,177.32 | $826,837.04 | - | $391,659.72 | 90% | +2.252% |
| AMGN Amgen Inc. Common Stock | 2,184 | $682,623.04 | $966,376.34 | - | $283,753.3 | 41.57% | -1.073% |
| AMZN Amazon.com Inc | 8,889 | $1.86M | $2.22M | - | $363,009.05 | 19.53% | -0.164% |
| AVDE Avantis International Equity Fund Institutional Class | 36,685 | $2.42M | $3.26M | - | $833,624.43 | 34.38% | -0.465% |
| AVDS Avantis International Small Cap Equity ETF | 16,098 | $1.03M | $1.23M | - | $199,184.15 | 19.39% | -0.438% |
| AVDV Avantis International Small Cap Value ETF | 7,066 | $498,196.14 | $742,636.6 | - | $244,440.46 | 49.07% | -0.615% |
| AVEM Avantis Emerging Markets Equity ETF | 23,762 | $1.56M | $2.08M | - | $521,741.67 | 33.51% | +0.269% |
| AVES Avantis Emerging Markets Value ETF | 6,774 | $399,901.43 | $418,057.41 | - | $18,155.98 | 4.54% | -0.331% |
| AVGO Broadcom Inc. | 8,377 | $1.94M | $2.73M | - | $785,756.61 | 40.47% | +0.722% |
| AVIG Avantis Core Fixed Income ETF | 154,878 | $6.36M | $6.19M | - | -$165,189.51 | -2.6% | -0.162% |
| AVLC Avantis U.S. Large Cap Equity ETF | 37,116 | $2.95M | $3.35M | - | $400,050.72 | 13.54% | -0.144% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 25,743 | $1.73M | $2.02M | - | $289,709.96 | 16.78% | -0.496% |
| AVRE Avantis Real Estate ETF | 14,063 | $605,917.73 | $639,233.66 | - | $33,315.93 | 5.5% | +0.165% |
| AVSC Avantis U.S. Small Cap Equity ETF | 42,071 | $2.28M | $2.98M | - | $693,100.56 | 30.35% | -0.268% |
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FAQ
Which stocks have generated the highest profits for Heidi Mark?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE Value ETF - $1.95M, iShares MSCI USA Quality Factor ETF - $1.3M, iShares Core MSCI Emerging Markets ETF - $1.12M, iShares Core Universal USD Bond ETF - $982,619.65, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $762,080.72. 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 Bitcoin Trust ETF - $210,487.02, Watsco Inc - $142,548.22, Abbott Laboratories - $57,197.36, The Home Depot, Inc - $50,173.58, and The Procter & Gamble Company - $37,716.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heidi Mark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.24M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $955,089, iShares MSCI EAFE Value ETF - $484,980.47, Avantis Core Fixed Income ETF - $367,526.88, iShares Core MSCI Emerging Markets ETF - $279,225.9, and iShares Core S&P 500 ETF - $267,261.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heidi Mark's monthly returns?
Heidi Mark'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 Heidi Mark's strategy be considered aggressive or moderate?
Heidi Mark's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Heidi Mark's strategy?
Heidi Mark'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.
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