Mark Weiskind Portfolio
Invests via Fairway Wealth LLC | Managed by Mark Weiskind, Charles Avarello, Daniel Gaugler, Christopher Martin, Dina Powers, Brian Tullio
Invests via Fairway Wealth LLC
Managed by Mark Weiskind, Charles Avarello, Daniel Gaugler, Christopher Martin, Dina Powers, Brian Tullio
Automatically Tracked
Mark Weiskind Profile
Seasoned investor and operator focused on credit, special situations and middle-market private equity. Mark Weiskind is known for leading investment teams, sourcing distressed opportunities and driving portfolio company operational turnarounds. Background includes senior roles across asset management and corporate finance, with emphasis on capital formation and exit execution.
Seasoned investor and operator focused on credit, special situations and middle-market private equity. Mark Weiskind is known for leading investment teams, sourcing distressed opportunities and driving portfolio company operational turnarounds. Background includes senior roles across asset management and corporate finance, with emphasis on capital formation and exit execution.
Investment Philosophy & Strategy
Prioritizes credit and special-situations investing with a middle-market focus, blending active capital provision and operationally-led turnarounds to unlock value. Capital allocation favors distressed debt, structured equity and control-orientated investments, pursuing asymmetric risk-reward, tight work-out timelines and hands-on governance to accelerate exits.
Prioritizes credit and special-situations investing with a middle-market focus, blending active capital provision and operationally-led turnarounds to unlock value. Capital allocation favors distressed debt, structured equity and control-orientated investments, pursuing asymmetric risk-reward, tight work-out timelines and hands-on governance to accelerate exits.
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:
5.21%
Gain
Monthly
0.17%
Yearly
2.02%
Drawdown
34.65%
$469.15M
Equity
Holdings
$469.15M
Investment
$384.86M
$95.51M
Profit -$233,288.32
Realized
$11.22M
Unrealized
$84.29M
Dividends
$18.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$233,288.32
Win %
80%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.62M
Win %
80%
This Month
Compared to last month
Gain
-0.81%
Profit
-$3.85M
Win %
80%
This Year
Compared to last year
Gain
10.43%
Profit
$44.31M
Win %
81%
MCK McKesson Corporation
+5.76%
+$596.31 
WM Waste Management, Inc.
+4.28%
+$1,045.8 
SJM The J.M. Smucker Company
+4.26%
+$2,594.7 
VTRS Viatris Inc.
+4.11%
+$26.71 
CRM Salesforce Inc
+3.99%
+$2,227.78 
MDT Medtronic plc
+3.63%
+$1,938.88 
O Realty Income Corporation
+3.48%
+$2,934.8 
TMUS T-Mobile US, Inc.
+3.29%
+$154.5 
T AT&T Inc.
+3.29%
+$705 
DINO HF Sinclair Corporation
+3.11%
+$1,733.04 
CMCSA Comcast Corp
+3%
+$787.49 
MPC Marathon Petroleum Corporation
+2.94%
+$8,810 
VZ Verizon Communications Inc.
+2.92%
+$4,737.88 
KO The Coca-Cola Company
+2.78%
+$3,212.87 
RPM RPM International Inc.
+2.75%
+$581,197.68 
SBUX Starbucks Corporation
+2.74%
+$394.56 
COST Costco Wholesale Corporation
+2.65%
+$509.67 
MTW Manitowoc Company Inc.
+2.62%
+$1,113.84 
UNH UnitedHealth Group Incorporated
+2.53%
+$116.49 
MCD McDonald's Corporation
+2.48%
+$328.62 
WMT Walmart Inc.
+2.47%
+$258.54 
MA Mastercard Incorporated
+2.44%
+$117.31 
BLDR Builders FirstSource, Inc.
+2.25%
+$63.27 
XLV Health Care Select Sector SPDR Fund
+2.2%
+$786.48 
GEHC GE HealthCare Technologies Inc.
+2.17%
+$6.85 
PRU Prudential Financial, Inc.
+2.1%
+$416.93 
SCHD Schwab U.S. Dividend Equity ETF
+2.09%
+$14,820.98 
SCHH Schwab U.S. REIT ETF
+2.06%
+$430.65 
MSFT Microsoft Corp.
+2.06%
+$187.22 
HBAN Huntington Bancshares Incorporated
+2.04%
+$2,885.26 
IYR iShares U.S. Real Estate ETF
+1.94%
+$69,399.27 
DIS The Walt Disney Company
+1.94%
+$654.24 
VNQ Vanguard Real Estate ETF
+1.87%
+$156,975.08 
EXC Exelon Corporation
+1.85%
+$1,127.23 
PG Procter & Gamble Co
+1.81%
+$1,023.76 
XLRE The Real Estate Select Sector SPDR Fund
+1.69%
+$11,200.42 
ICF iShares Cohen & Steers Realty Majors ETF
+1.68%
+$10,068.25 
DVY iShares Select Dividend ETF
+1.61%
+$1,716.76 
KMI Kinder Morgan, Inc.
+1.57%
+$1,010 
LECO Lincoln Electric Holdings, Inc.
+1.46%
+$2,152.9 
CVX Chevron Corporation
+1.37%
+$2,772.64 
LLY Eli Lilly and Company
+1.31%
+$75.85 
USB U.S. Bancorp
+1.29%
+$1,349.46 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.24%
+$1,783.69 
DON WisdomTree U.S. MidCap Dividend Fund
+1.24%
+$709.93 
JNJ Johnson & Johnson
+1.15%
+$9,766.76 
AAPL Apple Inc.
+1.14%
+$17,807.64 
PFE Pfizer Inc.
+1.11%
+$87.72 
COP ConocoPhillips
+1.1%
+$1,015.98 
XOM Exxon Mobil Corporation
+1.1%
+$1,058.94 
SNY Sanofi American Depositary Receipt
+1.04%
+$303.94 
DUK Duke Energy Corporation
+1.02%
+$843.28 
RS Reliance Inc.
+0.97%
+$41.69 
DE Deere & Company
+0.87%
+$5,110.02 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.84%
+$776.79 
NFLX Netflix, Inc.
+0.81%
+$1,254 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$223,367.05 
IWD iShares Russell 1000 Value ETF
+0.75%
+$3,219.53 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$2,254.11 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$145,373.17 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.67%
+$761.9 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.66%
+$23,283.9 
VONV Vanguard Russell 1000 Value Index Fund
+0.66%
+$1,168.56 
VOOV Vanguard S&P 500 Value ETF
+0.66%
+$2,118.39 
TPL Texas Pacific Land Corporation
+0.61%
+$1,252.47 
D Dominion Energy, Inc.
+0.56%
+$700 
PH Parker-Hannifin Corporation
+0.5%
+$38.16 
DHI D.R. Horton, Inc.
+0.44%
+$31.25 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$6,820.2 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.43%
+$665.82 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$35,145.19 
VTV Vanguard Value ETF
+0.39%
+$457.8 
MJ Amplify Alternative Harvest ETF
+0.34%
+$2.08 
SPGP Invesco S&P 500 GARP ETF
+0.3%
+$3,085.87 
ROK Rockwell Automation, Inc.
+0.3%
+$7 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.3%
+$77,543.7 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$6,066.24 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$212.53 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$44,393.63 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.25%
+$7,777.28 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.25%
+$101.5 
VB Vanguard Small-Cap ETF
+0.22%
+$6,496.94 
PRF Invesco FTSE RAFI US 1000 ETF
+0.21%
+$39.67 
PLTR Palantir Technologies Inc.
+0.12%
+$3.2 
SHC Sotera Health Company
+0.07%
+$43.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$16,561.26 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$34.79 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$33.32 
SGVT Schwab Government Money Market ETF
+0.01%
+$1.49 
AGG iShares Core U.S. Aggregate Bond ETF
0%
+$89.35 
INDA ISHARES MSCI INDIA ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SMCI Super Micro Computer Inc
-7.48%
-$60.33 
VST Vistra Corp
-5.39%
-$319.87 
LRCX Lam Research Corporation
-5.14%
-$1,206.1 
AVGO Broadcom Inc.
-4.43%
-$3,632.72 
CAT Caterpillar Inc.
-4.3%
-$26,217.09 
ETN Eaton Corporation plc
-4.26%
-$299.2 
SMH VanEck Semiconductor ETF
-3.89%
-$10,120 
DELL Dell Technologies Inc.
-3.69%
-$4,053.84 
AMAT Applied Materials, Inc.
-3.06%
-$743.61 
CEG Constellation Energy Corporation
-3%
-$3,434.34 
GOOGL Alphabet Inc
-2.74%
-$1,901.79 
NVDA NVIDIA Corporation
-2.71%
-$11,999.05 
GOOG Alphabet Inc
-2.67%
-$415.74 
ETHE Grayscale Ethereum Trust ETF
-2.54%
-$442.8 
CEF Sprott Physical Gold and Silver Trust
-2.5%
-$9,600 
XLK State Street Technology Select Sector SPDR ETF
-2.32%
-$6,178.08 
TKR Timken Co.
-2.26%
-$2,097.9 
C Citigroup Inc.
-2.21%
-$1,573.43 
EEM iShares MSCI Emerging Markets ETF
-2.17%
-$3,586.92 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$226,438.88 
VGT Vanguard Information Technology ETF
-1.94%
-$2,531.2 
META Meta Platforms Inc Class A
-1.92%
-$746.13 
ATCH AtlasClear Holdings Inc.
-1.88%
-$180 
IWY iShares Russell Top 200 Growth ETF
-1.87%
-$640.74 
IAU iShares Gold Trust
-1.85%
-$423 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$12,086.48 
VONG Vanguard Russell 1000 Growth Fund
-1.82%
-$10,855.03 
PHYS Sprott Physical Gold Trust
-1.75%
-$5,944.39 
VEXC Vanguard Emerging Markets Ex-China ETF
-1.65%
-$229.89 
QQQM Invesco NASDAQ 100 ETF
-1.55%
-$2,592.28 
VOOG Vanguard S&P 500 Growth ETF
-1.54%
-$2,444.07 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$499,435.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$9,434.62 
LB LandBridge Company LLC
-1.46%
-$885.78 
IBIT iShares Bitcoin Trust
-1.32%
-$1,739.69 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$104.4 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$1,374.08 
BITB Bitwise Bitcoin ETF
-1.23%
-$1,006.59 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.23%
-$182.88 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.19%
-$1,505.28 
SCHF Schwab International Equity ETF
-1.18%
-$4,375.48 
IXUS iShares Core International Stock ETF
-1.15%
-$6,313.77 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$108,504 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$2,802.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$1,483.82 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$6,771.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$285,424.37 
JPM JPMorgan Chase & Co.
-1.08%
-$3,079.43 
TSLA Tesla, Inc.
-1.03%
-$285.59 
SCHC Schwab International Small-Cap Equity ETF
-1%
-$426.31 
AMZN Amazon.com Inc
-0.94%
-$271.23 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.88%
-$342.37 
SCHA Schwab U.S. Small-Cap ETF
-0.87%
-$2,410.5 
PGR Progressive Corporation
-0.85%
-$4,810.75 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$671.95 
TDG TransDigm Group Inc.
-0.83%
-$8,216.88 
EFA iShares MSCI EAFE ETF
-0.8%
-$18,632.88 
ACWI iShares MSCI ACWI ETF
-0.78%
-$5,098.08 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$155,616.75 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.7%
-$453.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$56,353.88 
ESGV Vanguard ESG U.S. Stock ETF
-0.59%
-$377.62 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$577.08 
IVV iShares Core S&P 500 ETF
-0.55%
-$163,321.2 
VOO Vanguard S&P 500 ETF
-0.55%
-$242,329.8 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$2,290.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$9.5 
PFG Principal Financial Group, Inc.
-0.53%
-$62.93 
XLI Industrial Select Sector SPDR Fund
-0.53%
-$189.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$22,074.08 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$175.48 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$2,084.09 
IWB iShares Russell 1000 ETF
-0.47%
-$4,183.68 
VXF Vanguard Extended Market ETF
-0.34%
-$75,141.92 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.32%
-$181.98 
RVT Royce Small-Cap Trust, Inc.
-0.28%
-$100 
NZF Nuveen Municipal Credit Income Fund
-0.24%
-$170.64 
XLC Communication Services Select Sector SPDR Fund
-0.22%
-$120.3 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.18%
-$2,197.8 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.17%
-$1,160.33 
BNDX Vanguard Total International Bond ETF
-0.16%
-$13,437 
FEX First Trust Large Cap Core Fund A
-0.16%
-$231.51 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$94.12 
IWM iShares Russell 2000 ETF
-0.15%
-$8,383.61 
MUB iShares National Muni Bond ETF
-0.13%
-$694.71 
ETR Entergy Corporation
-0.12%
-$37.52 
FTLS First Trust Long/Short Equity ETF
-0.12%
-$2,999.61 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$200.01 
SPIP SPDR Portfolio TIPS ETF
-0.06%
-$34.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$14.42 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
-0.05%
-$191.06 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.04%
-$62.97 
XLF Financial Select Sector SPDR Fund
-0.04%
-$29.37 
TIP iShares TIPS Bond ETF
-0.04%
-$748.03 
VO Vanguard Mid-Cap ETF
-0.03%
-$471.4 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$680.76 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$1.57 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$239.94 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.01%
-$9.53 Events
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Dividends
Dividend Analysis
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| Trades 1411 | Longs Won 731/1411 51% | Profit Factor 28.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,913.75 |
| Average Win $135,450.67 | Best Trade (Jul 13) $7.67M | Sharpe Ratio -11.45 |
| Average Loss -$5,154.24 | Worst Trade (Jul 15) -$2.59M | Z-Score -3.36 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $67,689.27 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
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