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:
44.28%
Gain -0.16%
Monthly
1.82%
Yearly
24.17%
Drawdown
16.67%
$411.91M
Equity
Holdings
$411.91M
Investment
$357.64M
$65.63M
Profit -$561,301.96
Realized
$11.37M
Unrealized
$54.26M
Dividends
$9.69M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$561,301.96
Win %
69%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$4.04M
Win %
69%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.04M
Win %
69%
This Year
Compared to last year
Gain
0.04%
Profit
$271,373.26
Win %
70%
SNDK SanDisk Corporation
+7.39%
+$21,470 
AMD Advanced Micro Devices, Inc.
+6.5%
+$49,956.96 
WDC Western Digital Corporation
+4.41%
+$12,217.67 
MU Micron Technology, Inc.
+2.3%
+$4,518.8 
CVS CVS Health Corporation
+2.28%
+$6,937.49 
TXN Texas Instruments Inc
+2.25%
+$7,078.65 
ADI Analog Devices, Inc.
+2.16%
+$11,910.78 
GE General Electric Company
+2.15%
+$12,763.24 
TER Teradyne, Inc.
+2.02%
+$7,881.33 
SUZ Suzano S.A. Sponsored ADR
+1.5%
+$1,529.88 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$5,379.72 
XLE Energy Select Sector SPDR Fund
+1.39%
+$6,236.44 
CEG Constellation Energy Corporation
+1.39%
+$9,105.72 
CVX Chevron Corporation
+1.16%
+$8,068.4 
OHI Omega Healthcare Investors Inc.
+1.13%
+$4,146.49 
XOM Exxon Mobil Corporation
+0.94%
+$3,587.94 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.79%
+$34,764.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.79%
+$2,990.54 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.74%
+$2,172.06 
GD General Dynamics Corporation
+0.72%
+$5,583.62 
IDV iShares International Select Dividend ETF
+0.7%
+$4,502.13 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$6,074.64 
TSLA Tesla, Inc.
+0.68%
+$3,284.82 
GLD SPDR Gold Shares
+0.63%
+$2,212.58 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$1,813.31 
IAU iShares Gold Trust
+0.61%
+$12,395 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$16,206.46 
AEE Ameren Corporation
+0.57%
+$2,112.96 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$10,440.08 
SLV iShares Silver Trust
+0.55%
+$2,385.28 
VZ Verizon Communications Inc.
+0.54%
+$2,110.94 
IWM iShares Russell 2000 ETF
+0.52%
+$4,078.34 
ITWO ProShares Russell 2000 High Income ETF
+0.51%
+$2,757.36 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$2,262.24 
PSX Phillips 66
+0.43%
+$5,283 
BAI iShares A.I. Innovation and Tech Active ETF
+0.43%
+$25,077.6 
MA Mastercard Incorporated
+0.4%
+$1,806.75 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$999.36 
AVSC Avantis U.S. Small Cap Equity ETF
+0.37%
+$11,779.88 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$16,762.95 
VIS Vanguard Industrials ETF
+0.37%
+$2,526.5 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.36%
+$7,568.44 
KO The Coca-Cola Company
+0.33%
+$1,200.6 
CDNS Cadence Design Systems, Inc.
+0.32%
+$577.51 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$6,103.5 
AVDV Avantis International Small Cap Value ETF
+0.32%
+$2,473.1 
AVDS Avantis International Small Cap Equity ETF
+0.3%
+$3,927.91 
IWN iShares Russell 2000 Value ETF
+0.29%
+$956.99 
VO Vanguard Mid-Cap ETF
+0.26%
+$22,306.24 
VB Vanguard Small-Cap ETF
+0.24%
+$9,610.5 
CAT Caterpillar Inc.
+0.23%
+$405.83 
AVRE Avantis Real Estate ETF
+0.23%
+$1,546.93 
AAPL Apple Inc.
+0.22%
+$10,928.37 
MRK Merck & Co., Inc.
+0.21%
+$579.71 
LAMR Lamar Advertising Company
+0.21%
+$1,443.42 
NEE NextEra Energy, Inc.
+0.21%
+$750.05 
VTV Vanguard Value ETF
+0.2%
+$1,040.95 
PG Procter & Gamble Co
+0.2%
+$567.55 
BLCR iShares Large Cap Core ACT ETF
+0.2%
+$7,923.3 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.19%
+$387.31 
NUSC Nuveen ESG Small-Cap ETF
+0.19%
+$477.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$519.75 
BCS Barclays PLC Sponsored ADR
+0.18%
+$472.35 
AEP American Electric Power Company, Inc.
+0.17%
+$848.98 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$1,522.6 
PSQO Palmer Square Credit Opportunities ETF
+0.17%
+$572.57 
WM Waste Management, Inc.
+0.15%
+$311.09 
AVDE Avantis International Equity ETF
+0.13%
+$4,402.2 
AVES Avantis Emerging Markets Value ETF
+0.12%
+$541.92 
LOW Lowe's Companies Inc.
+0.12%
+$707 
MGV Vanguard Mega Cap Value ETF
+0.11%
+$486.62 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$504.79 
PSQA Palmer Square CLO Senior Debt ETF
+0.1%
+$329.76 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$733.48 
AVUS Avantis U.S. Equity ETF
+0.09%
+$9,789.38 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.08%
+$231.04 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$3,345.24 
PCAR PACCAR Inc.
+0.05%
+$2,682.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$1,880.84 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$856.22 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$4,154.72 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$98 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$555.09 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$113.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$124.32 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$43.7 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XPER Xperi Inc.
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 BUFH
BUFH
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$208,001.08 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$16,302 
DXC Dxc Technology Co.
-3.66%
-$4,580.52 
PANW Palo Alto Networks, Inc.
-2.96%
-$10,991.02 
PLTR Palantir Technologies Inc.
-2.78%
-$10,064.25 
KLAC KLA Corporation
-2.7%
-$7,248.95 
LLY Eli Lilly and Company
-2.38%
-$22,841.26 
INTC Intel Corporation
-1.97%
-$3,576.16 
CSCO Cisco Systems, Inc.
-1.58%
-$22,627.39 
LRCX Lam Research Corporation
-1.38%
-$5,942.73 
CFFN Capitol Federal Financial, Inc.
-1.24%
-$24,209.57 
IBM International Business Machines Corporation
-1.19%
-$8,366.91 
TJX The TJX Companies, Inc.
-1.1%
-$2,466.7 
AMZN Amazon.com Inc
-0.94%
-$22,044.81 
META Meta Platforms Inc Class A
-0.86%
-$20,403.16 
BLK BlackRock, Inc.
-0.77%
-$1,976.87 
CGUS Capital Group Core Equity ETF
-0.71%
-$29,873.01 
CGDV Capital Group Dividend Value ETF
-0.7%
-$36,732.04 
TNYA Tenaya Therapeutics, Inc.
-0.68%
-$57 
JNJ Johnson & Johnson
-0.66%
-$4,285.15 
IYH iShares U.S. Healthcare ETF
-0.65%
-$1,802.74 
AMGN Amgen Inc.
-0.63%
-$5,743.94 
CGGR Capital Group Growth ETF
-0.61%
-$23,720.84 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$4,171.3 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$10,882.06 
BLV Vanguard Long-Term Bond ETF
-0.59%
-$5,150.34 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$2,575.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.56%
-$24,882.12 
ABBV AbbVie Inc.
-0.54%
-$3,322.48 
BGY BlackRock Enhanced International Dividend Trust
-0.51%
-$833.49 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.51%
-$699.85 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$1,217.41 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$3,122.97 
TDVI FT Vest Technology Dividend Mutual Fund
-0.5%
-$2,593.6 
VHT Vanguard Health Care ETF
-0.48%
-$4,312.21 
USXF iShares ESG Aware MSCI USA ETF
-0.47%
-$2,386.88 
MS Morgan Stanley
-0.47%
-$3,308.88 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$1,404.9 
IYW iShares U.S. Technology ETF
-0.42%
-$1,452.97 
CGBL Capital Group Core Balanced ETF
-0.41%
-$34,023.36 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$4,919.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$45,206.87 
WMT Walmart Inc.
-0.39%
-$5,177.7 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$6,269.57 
V Visa Inc. Class A
-0.36%
-$3,048.55 
VGT Vanguard Information Technology ETF
-0.35%
-$1,475.76 
COUR Coursera Inc.
-0.34%
-$289.34 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$9,807.2 
CGDG Capital Group Dividend Growers ETF
-0.33%
-$10,996.05 
OEF iShares S&P 100 ETF
-0.33%
-$3,359.12 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$1,371.43 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$16,961.2 
MBB iShares MBS ETF
-0.31%
-$15,189.62 
GS The Goldman Sachs Group, Inc.
-0.31%
-$1,316.08 
CGCB Capital Group Core Bond ETF
-0.31%
-$12,544.8 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$847.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$1,073.85 
MSFT Microsoft Corp.
-0.3%
-$8,262.9 
SUSA iShares MSCI USA ESG Select ETF
-0.29%
-$2,760.06 
MUB iShares National Muni Bond ETF
-0.28%
-$4,093.5 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.27%
-$1,003.2 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$16,983.48 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.26%
-$1,308.66 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.26%
-$1,245.28 
SYSB iShares Systematic Bond ETF
-0.26%
-$1,958.39 
ESGU iShares ESG Aware MSCI USA ETF
-0.25%
-$1,585.51 
MGC Vanguard Mega Cap ETF
-0.25%
-$18,278.66 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.24%
-$968.52 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$46,172.28 
IAGG iShares International Aggregate Bond Fund
-0.24%
-$3,174.6 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$1,952.28 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.23%
-$1,953.82 
AVIG Avantis Core Fixed Income ETF
-0.23%
-$14,713.41 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$4,990.02 
ESGE iShares ESG Aware MSCI EM ETF
-0.22%
-$506.04 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.22%
-$1,041.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$4,234.86 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$501.76 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.21%
-$600.25 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.21%
-$499.41 
FBND Fidelity Total Bond ETF
-0.2%
-$778.33 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$26,938.7 
VOO Vanguard S&P 500 ETF
-0.19%
-$2,240.51 
IVV iShares Core S&P 500 ETF
-0.18%
-$50,801.9 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$6,017.61 
BALL Ball Corp.
-0.18%
-$631.4 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$2,823.07 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,018.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$7,282.6 
LRGF iShares U.S. Equity Factor ETF
-0.15%
-$409.68 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.15%
-$2,933.92 
VONE Vanguard Russell 1000 ETF
-0.14%
-$2,121.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.14%
-$22,036.2 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$4,008 
CGNG Capital Group New Geography Equity ETF
-0.14%
-$1,254.8 
GOOGL Alphabet Inc
-0.13%
-$3,541.08 
PLD Prologis Inc.
-0.13%
-$567.75 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$12,854.7 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.12%
-$3,626.84 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.12%
-$2,468.52 
AVSF Avantis Short-Term Fixed Income ETF
-0.12%
-$4,739.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$1,963.71 
GOOG Alphabet Inc
-0.12%
-$3,239.92 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$890.48 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.08%
-$187.7 
COST Costco Wholesale Corporation
-0.08%
-$283.5 
CGSD Capital Group Short Duration Income ETF
-0.08%
-$363.96 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,378.2 
JPM JPMorgan Chase & Co.
-0.07%
-$766.23 
HYLS FT Tactical High Yield ETF
-0.07%
-$1,051.26 
LMBS First Trust Low Duration Opportunities ETF
-0.07%
-$1,656.83 
THRO iShares U.S. Thematic Rotation Active ETF
-0.07%
-$2,350.53 
NVDA NVIDIA Corporation
-0.06%
-$3,622.64 
ITW Illinois Tool Works Inc.
-0.06%
-$269.64 
BINC iShares Flexible Income Active ETF
-0.06%
-$921.42 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.06%
-$219.48 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$186.7 
CORO Ishares International Country Rotational Active ETF
-0.05%
-$1,983.88 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$218.6 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$106.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$391.62 
CGGO Capital Group Global Growth Equity ETF
-0.02%
-$1,190.37 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.02%
-$44.9 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$437.34 
AVLC Avantis U.S. Large Cap Equity ETF
-0.01%
-$371.16 Events
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Dividends
Dividend Analysis
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| Trades 1234 | Longs Won 855/1234 69% | Profit Factor 14.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $173,620.25 |
| Average Win $82,422.57 | Best Trade (Aug 15) $2.59M | Sharpe Ratio -9.27 |
| Average Loss -$12,775.49 | Worst Trade (Jun 29) -$205,995 | Z-Score 11.13 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $53,187.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,311 | $4.2M | $4.99M | - | $785,403.37 | 18.68% | +0.219% |
| ABBV AbbVie Inc. | 2,443 | $567,034.64 | $609,430.8 | - | $42,396.16 | 7.48% | -0.542% |
| ADI Analog Devices, Inc. | 1,449 | $307,104.02 | $564,226.12 | - | $257,122.1 | 83.72% | +2.157% |
| AEE Ameren Corporation | 3,408 | $340,861.71 | $373,993.92 | - | $33,132.21 | 9.72% | +0.568% |
| AEP American Electric Power Company, Inc. | 3,859 | $418,379.25 | $484,690.4 | - | $66,311.15 | 15.85% | +0.175% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,166 | $2.02M | $1.97M | - | -$55,849.1 | -2.76% | -0.215% |
| AMD Advanced Micro Devices, Inc. | 1,592 | $435,177.32 | $818,908.9 | - | $383,731.58 | 88.18% | +6.497% |
| AMGN Amgen Inc. | 2,184 | $682,623.04 | $906,818.62 | - | $224,195.58 | 32.84% | -0.629% |
| AMZN Amazon.com Inc | 8,889 | $1.86M | $2.33M | - | $475,721.48 | 25.59% | -0.935% |
| AVDE Avantis International Equity ETF | 36,685 | $2.42M | $3.46M | - | $1.03M | 42.65% | +0.127% |
| AVDS Avantis International Small Cap Equity ETF | 16,098 | $1.03M | $1.29M | - | $263,882.01 | 25.68% | +0.305% |
| AVDV Avantis International Small Cap Value ETF | 7,066 | $498,196.14 | $783,336.76 | - | $285,140.62 | 57.23% | +0.317% |
| AVEM Avantis Emerging Markets Equity ETF | 23,762 | $1.56M | $2.23M | - | $668,709.64 | 42.95% | -0.224% |
| AVES Avantis Emerging Markets Value ETF | 6,774 | $399,901.43 | $444,171.18 | - | $44,269.75 | 11.07% | +0.122% |
| AVGO Broadcom Inc. | 8,377 | $1.94M | $3.29M | - | $1.35M | 69.56% | -5.943% |
| AVIG Avantis Core Fixed Income ETF | 154,878 | $6.36M | $6.32M | - | -$41,287.11 | -0.65% | -0.232% |
| AVLC Avantis U.S. Large Cap Equity ETF | 37,116 | $2.95M | $3.45M | - | $494,696.52 | 16.74% | -0.011% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 25,743 | $1.73M | $2.12M | - | $396,800.84 | 22.99% | +0.358% |
| AVRE Avantis Real Estate ETF | 14,063 | $605,917.73 | $681,774.24 | - | $75,856.51 | 12.52% | +0.227% |
| AVSC Avantis U.S. Small Cap Equity ETF | 42,071 | $2.28M | $3.17M | - | $882,420.06 | 38.64% | +0.373% |
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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 - $982,628.04, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $752,870.87. 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 - $210,487.02, Watsco Inc - $142,548.22, Abbott Laboratories - $57,197.36, The Home Depot, Inc - $50,173.58, and Procter & Gamble Co - $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 $9.69M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $955,097.39, 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 10-20 Year Treasury Bond ETF - $249,804.34. 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.
