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:
56.06%
Gain -0.28%
Monthly
1.34%
Yearly
17.28%
Drawdown
21.2%
$477.89M
Equity
Holdings
$477.89M
Investment
$399.04M
$90.98M
Profit -$631,861.22
Realized
$12.14M
Unrealized
$78.84M
Dividends
$21.13M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$631,861.22
Win %
69%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$2.64M
Win %
69%
This Month
Compared to last month
Gain
0.35%
Profit
$1.68M
Win %
69%
This Year
Compared to last year
Gain
-1.73%
Profit
-$8.41M
Win %
67%
KMI Kinder Morgan, Inc.
+2.68%
+$176 
CMCSA Comcast Corp
+2.3%
+$558.5 
BLDR Builders FirstSource, Inc.
+2.29%
+$45.51 
RS Reliance Inc.
+2.25%
+$100.87 
NUE Nucor Corporation
+2.22%
+$254.93 
C Citigroup Inc.
+2.19%
+$1,422.96 
APO Apollo Global Management, Inc.
+2%
+$159.04 
JPM JPMorgan Chase & Co.
+1.97%
+$5,768.4 
KO The Coca-Cola Company
+1.79%
+$196.35 
COP ConocoPhillips
+1.75%
+$396 
WFC Wells Fargo & Company
+1.73%
+$21.45 
TJX The TJX Companies, Inc.
+1.64%
+$251.22 
PSA Public Storage Common Stock
+1.63%
+$62.66 
PGR Progressive Corporation
+1.6%
+$10,218.96 
ROK Rockwell Automation, Inc.
+1.53%
+$32.4 
SLB Schlumberger Limited
+1.5%
+$145 
JNJ Johnson & Johnson
+1.47%
+$390.6 
TMUS T-Mobile US, Inc.
+1.43%
+$56.25 
VTRS Viatris Inc.
+1.43%
+$10.14 
PG Procter & Gamble Co
+1.42%
+$209.15 
DIS The Walt Disney Company
+1.41%
+$639.6 
MO Altria Group, Inc.
+1.37%
+$15.15 
LOW Lowe's Companies Inc.
+1.3%
+$107.1 
ETR Entergy Corporation
+1.29%
+$359.12 
AJG Arthur J. Gallagher & Co.
+1.28%
+$48 
VPU Vanguard Utilities ETF
+1.27%
+$137.4 
CVX Chevron Corporation
+1.25%
+$318.42 
D Dominion Energy, Inc.
+1.23%
+$1,347.5 
ICF iShares Cohen & Steers Realty Majors ETF
+1.21%
+$6,929.52 
LB LandBridge Company LLC
+1.2%
+$757.58 
SJM The J.M. Smucker Company
+1.19%
+$846 
COST Costco Wholesale Corporation
+1.17%
+$377.52 
NEE NextEra Energy, Inc.
+1.14%
+$90 
XLE Energy Select Sector SPDR Fund
+1.13%
+$90 
TDG TransDigm Group Inc.
+1.11%
+$10,352.51 
VZ Verizon Communications Inc.
+1.02%
+$1,594.78 
HBAN Huntington Bancshares Incorporated
+1.01%
+$1,219.08 
SCHH Schwab U.S. REIT ETF
+0.98%
+$191.4 
AAPL Apple Inc.
+0.96%
+$23,641.2 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.93%
+$336.35 
DFIV Dimensional International Value ETF
+0.93%
+$136.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$6,806.71 
XLRE The Real Estate Select Sector SPDR Fund
+0.91%
+$5,752.06 
V Visa Inc. Class A
+0.9%
+$35.9 
LLY Eli Lilly and Company
+0.87%
+$54.45 
DFIC Dimensional International Core Equity Market ETF
+0.85%
+$286.08 
XLF Financial Select Sector SPDR Fund
+0.85%
+$613.82 
DVY iShares Select Dividend ETF
+0.85%
+$1,248.88 
FNDF Schwab Fundamental International Large Company Index ETF
+0.83%
+$671.95 
IYR iShares U.S. Real Estate ETF
+0.82%
+$29,027.96 
VNQ Vanguard Real Estate ETF
+0.82%
+$62,700.75 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$13,770 
XOM Exxon Mobil Corporation
+0.79%
+$66.48 
WMT Walmart Inc.
+0.77%
+$84.63 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.72%
+$281.05 
SCHC Schwab International Small-Cap Equity ETF
+0.72%
+$307.65 
LECO Lincoln Electric Holdings, Inc.
+0.7%
+$1,066.9 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$131,188.9 
RPM RPM International Inc.
+0.62%
+$152,224.26 
MCK McKesson Corporation
+0.6%
+$78 
DON WisdomTree U.S. MidCap Dividend Fund
+0.58%
+$327.27 
SYK Stryker Corporation
+0.58%
+$42.5 
EFA iShares MSCI EAFE ETF
+0.56%
+$12,873.68 
MA Mastercard Incorporated
+0.54%
+$29.7 
GS The Goldman Sachs Group, Inc.
+0.52%
+$84.06 
VYM Vanguard High Dividend Yield ETF
+0.51%
+$49.2 
SCHF Schwab International Equity ETF
+0.48%
+$1,757.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$127,589.22 
PFE Pfizer Inc.
+0.46%
+$43.06 
ISRG Intuitive Surgical, Inc.
+0.45%
+$32.47 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.44%
+$114,138.35 
PFG Principal Financial Group, Inc.
+0.43%
+$49.35 
VTV Vanguard Value ETF
+0.43%
+$579.5 
TPL Texas Pacific Land Corporation
+0.42%
+$722.1 
VST Vistra Corp
+0.41%
+$23.31 
ABBV AbbVie Inc.
+0.38%
+$48.15 
SNA Snap-on Inc.
+0.38%
+$41.25 
IMTM iShares MSCI International Momentum Factor ETF
+0.35%
+$75.06 
MCD McDonald's Corporation
+0.34%
+$41.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.33%
+$436.59 
CAT Caterpillar Inc.
+0.3%
+$26.64 
PLD Prologis Inc.
+0.3%
+$17.1 
PH Parker-Hannifin Corporation
+0.3%
+$22.8 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$601.87 
WM Waste Management, Inc.
+0.26%
+$61.42 
VOOV Vanguard S&P 500 Value ETF
+0.26%
+$853.73 
TIP iShares TIPS Bond ETF
+0.25%
+$4,473.3 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.24%
+$137.7 
NVDA NVIDIA Corporation
+0.23%
+$1,108.23 
VONV Vanguard Russell 1000 Value Index Fund
+0.23%
+$440.38 
IWD iShares Russell 1000 Value ETF
+0.22%
+$1,015.74 
SPIP SPDR Portfolio TIPS ETF
+0.22%
+$151.19 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.21%
+$120.96 
JEPI JPMorgan Equity Premium Income Fund
+0.2%
+$17,560.85 
XLI Industrial Select Sector SPDR Fund
+0.18%
+$60.7 
COR Cencora, Inc.
+0.17%
+$14.75 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.16%
+$471.49 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$77,835.17 
SPGP Invesco S&P 500 GARP ETF
+0.13%
+$1,358.44 
FTLS First Trust Long/Short Equity ETF
+0.13%
+$3,374.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.12%
+$197.28 
IXUS iShares Core International Stock ETF
+0.12%
+$671.49 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$3,491.4 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.1%
+$27.5 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.1%
+$34.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.1%
+$237.76 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$2,905.05 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
+0.08%
+$299.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$1,965.67 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.07%
+$25.2 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$20.55 
PRF Invesco FTSE RAFI US 1000 ETF
+0.07%
+$13.8 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.07%
+$94.9 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$19.43 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$17.32 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$15.93 
CPRT Copart Inc.
+0.05%
+$3.02 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$74.6 
IAUM iShares Gold Trust Micro
+0.05%
+$2.12 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.04%
+$47.65 
VEU Vanguard FTSE All-World ex-US ETF
+0.04%
+$225.09 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.04%
+$226.69 
PHYS Sprott Physical Gold Trust
+0.03%
+$111.11 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.03%
+$1,046.76 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$23.62 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.03%
+$13.46 
SGVT Schwab Government Money Market ETF
+0.03%
+$3.75 
XLV Health Care Select Sector SPDR Fund
+0.02%
+$9.04 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$5.78 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.02%
+$6.61 
SBUX Starbucks Corporation
+0.01%
+$0.69 
ARCC Ares Capital Corporation
0%
$0 
SMCI Super Micro Computer Inc
-7.34%
-$77.25 
CRWD CrowdStrike Holdings, Inc.
-7.22%
-$1,413.38 
CBRS Cerebras Systems Inc.
-6.92%
-$452.41 
ZS Zscaler Inc.
-6.56%
-$8,560.31 
OUST Ouster, Inc.
-6%
-$47 
PLTR Palantir Technologies Inc.
-5.91%
-$237.1 
POET POET Technologies Inc.
-5.41%
-$24.37 
NOW ServiceNow, Inc.
-4.98%
-$481 
XMTR Xometry Inc.
-4%
-$39.87 
SNPS Synopsys, Inc.
-3.62%
-$356.05 
PDYN Palladyne AI Corp
-3.19%
-$6.5 
LRCX Lam Research Corporation
-3.19%
-$619.15 
ALMU Aeluma Inc.
-3.11%
-$8.25 
AMAT Applied Materials, Inc.
-2.91%
-$525.84 
ANET Arista Networks, Inc.
-2.88%
-$309.72 
KLAC KLA Corporation
-2.86%
-$399.6 
AVGO Broadcom Inc.
-2.55%
-$782.31 
AMBA Ambarella, Inc.
-2.5%
-$23.77 
ATCH AtlasClear Holdings Inc.
-2.43%
-$215 
NFLX Netflix, Inc.
-2.34%
-$3,553 
MTW Manitowoc Company Inc.
-2.27%
-$1,670.76 
META Meta Platforms Inc Class A
-2.17%
-$3,837.59 
XLK State Street Technology Select Sector SPDR ETF
-1.8%
-$5,997.6 
MTUM iShares MSCI USA Momentum Factor ETF
-1.78%
-$568.16 
VGT Vanguard Information Technology ETF
-1.68%
-$2,307.2 
SMH VanEck Semiconductor ETF
-1.58%
-$3,894.01 
MSFT Microsoft Corp.
-1.53%
-$454.3 
ETN Eaton Corporation plc
-1.52%
-$237.9 
SPCX Space Exploration Technologies Corp. Class A
-1.4%
-$72.8 
GOOGL Alphabet Inc
-1.38%
-$1,081.92 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$3,008.47 
QQQ Invesco QQQ Trust, Series 1
-1.32%
-$441,261.36 
GOOG Alphabet Inc
-1.24%
-$178.92 
UNH UnitedHealth Group Incorporated
-1.19%
-$125.58 
MGK Vanguard Mega Cap Growth ETF
-1.16%
-$95.85 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$7,992.5 
IBM International Business Machines Corporation
-1.11%
-$12.95 
VONG Vanguard Russell 1000 Growth Fund
-1.07%
-$6,408.68 
EEM iShares MSCI Emerging Markets ETF
-1.04%
-$1,578.71 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.04%
-$156.96 
VXF Vanguard Extended Market ETF
-1.03%
-$224,379.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.99%
-$546.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.95%
-$104,585.85 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.92%
-$109.12 
VEXC Vanguard Emerging Markets Ex-China ETF
-0.91%
-$258.86 
VOOG Vanguard S&P 500 Growth ETF
-0.9%
-$1,463.77 
TSLA Tesla, Inc.
-0.9%
-$228.9 
VRTX Vertex Pharmaceuticals Incorporated
-0.9%
-$59.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$4,232.91 
IBIT iShares Bitcoin Trust
-0.87%
-$2,166.75 
BITB Bitwise Bitcoin ETF
-0.84%
-$751.5 
SCHE Schwab Emerging Markets Equity ETF
-0.82%
-$872.61 
FESM Fidelity Enhanced Small Cap ETF
-0.81%
-$1,153.77 
VWO Vanguard FTSE Emerging Markets ETF
-0.81%
-$82,849.02 
IWM iShares Russell 2000 ETF
-0.79%
-$40,653.12 
SCHA Schwab U.S. Small-Cap ETF
-0.74%
-$1,930.08 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.72%
-$951.2 
VB Vanguard Small-Cap ETF
-0.72%
-$21,422.43 
XLC Communication Services Select Sector SPDR Fund
-0.66%
-$455.84 
SHC Sotera Health Company
-0.64%
-$414 
DHR Danaher Corporation
-0.59%
-$42.47 
ESGV Vanguard ESG U.S. Stock ETF
-0.58%
-$378.41 
IWR iShares Russell Mid-Cap ETF
-0.54%
-$10,668.97 
SCHM Schwab U.S. Mid-Cap ETF
-0.51%
-$494.02 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.47%
-$6,323.18 
URI United Rentals, Inc.
-0.47%
-$24.35 
AMZN Amazon.com Inc
-0.45%
-$174.42 
XLG Invesco S&P 500 Top 50 ETF
-0.45%
-$65.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$19,000.02 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$1,724.76 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.39%
-$262.68 
IJH iShares Core S&P Mid-Cap ETF
-0.38%
-$59,337.95 
IWB iShares Russell 1000 ETF
-0.38%
-$3,225.62 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$1,704.29 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.36%
-$32,946 
VOO Vanguard S&P 500 ETF
-0.35%
-$174,683.46 
IVV iShares Core S&P 500 ETF
-0.35%
-$104,443.01 
MDY SPDR S&P MidCap 400 ETF Trust
-0.33%
-$230.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$5.9 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.32%
-$9,945.2 
ETHE Grayscale Ethereum Trust ETF
-0.3%
-$67.04 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.28%
-$246.6 
VHT Vanguard Health Care ETF
-0.26%
-$43.25 
VT Vanguard Total World Stock ETF
-0.26%
-$96.69 
ACWI iShares MSCI ACWI ETF
-0.25%
-$1,661.6 
PSQO Palmer Square Credit Opportunities ETF
-0.24%
-$129.89 
DECK Deckers Outdoor Corporation
-0.24%
-$8 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$45,022.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.23%
-$81.8 
FEX First Trust Large Cap Core Fund A
-0.22%
-$331.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.21%
-$220.55 
VO Vanguard Mid-Cap ETF
-0.19%
-$3,386.28 
INDA ISHARES MSCI INDIA ETF
-0.16%
-$396.6 
PRU Prudential Financial, Inc.
-0.12%
-$25.09 
CEF Sprott Physical Gold and Silver Trust
-0.1%
-$384 
GBDC Golub Capital BDC, Inc.
-0.09%
-$9.56 
MJ Amplify Alternative Harvest ETF
-0.09%
-$0.52 
AVSC Avantis U.S. Small Cap Equity ETF
-0.09%
-$18.6 
DHI D.R. Horton, Inc.
-0.08%
-$5.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.06%
-$16,328.76 
PSQA Palmer Square CLO Senior Debt ETF
-0.05%
-$26 
BNDX Vanguard Total International Bond ETF
-0.04%
-$4,092.44 
IAU iShares Gold Trust
-0.04%
-$9 
MUB iShares National Muni Bond ETF
-0.03%
-$202.75 
GEHC GE HealthCare Technologies Inc.
-0.03%
-$0.1 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$6.58 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1582 | Longs Won 1085/1582 68% | Profit Factor 15.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,072.71 |
| Average Win $89,844.25 | Best Trade (Oct 15) $8.2M | Sharpe Ratio -10.23 |
| Average Loss -$13,071.56 | Worst Trade (Oct 15) -$3.37M | Z-Score 9.68 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $57,512.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,164 | $1.91M | $2.47M | - | $561,772.09 | 29.38% | +0.965% |
| ABBV AbbVie Inc. | 45 | $11,324 | $12,801.15 | - | $1,477.15 | 13.04% | +0.378% |
| ACWI iShares MSCI ACWI ETF | 4,154 | $584,614.7 | $659,779.82 | - | $75,165.12 | 12.86% | -0.251% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,081 | $2.79M | $2.68M | - | -$110,769.93 | -3.97% | +0.073% |
| AJG Arthur J. Gallagher & Co. | 15 | $3,444 | $3,799.5 | - | $355.5 | 10.32% | +1.279% |
| ALMU Aeluma Inc. | 30 | $662 | $257.25 | - | -$404.75 | -61.14% | -3.107% |
| AMAT Applied Materials, Inc. | 42 | $6,094.96 | $17,534.58 | - | $11,439.62 | 187.69% | -2.912% |
| AMBA Ambarella, Inc. | 15 | $1,005.15 | $926.4 | - | -$78.75 | -7.83% | -2.502% |
| AMZN Amazon.com Inc | 153 | $35,559.88 | $38,803.86 | - | $3,243.98 | 9.12% | -0.447% |
| ANET Arista Networks, Inc. | 58 | $9,853 | $10,453.92 | - | $600.92 | 6.1% | -2.877% |
| APO Apollo Global Management, Inc. | 71 | $9,273.31 | $8,101.81 | - | -$1,171.5 | -12.63% | +2.002% |
| ARCC Ares Capital Corporation | 580 | $10,747 | $10,973.6 | - | $226.6 | 2.11% | 0.0 |
| ATCH AtlasClear Holdings Inc. | 50,000 | $25,500 | $8,640 | - | -$16,860 | -66.12% | -2.428% |
| AVGO Broadcom Inc. | 89 | $28,131.86 | $29,863.06 | - | $1,731.2 | 6.15% | -2.553% |
| AVSC Avantis U.S. Small Cap Equity ETF | 310 | $21,532.6 | $21,650.4 | - | $117.8 | 0.55% | -0.086% |
| BITB Bitwise Bitcoin ETF | 2,004 | $93,246.6 | $88,747.14 | - | -$4,499.46 | -4.83% | -0.84% |
| BLDR Builders FirstSource, Inc. | 37 | $4,623 | $2,031.67 | - | -$2,591.33 | -56.05% | +2.291% |
| BND Vanguard Total Bond Market Index Fund | 44,693 | $3.3M | $3.17M | - | -$127,943.29 | -3.88% | +0.092% |
| BNDX Vanguard Total International Bond ETF | 204,622 | $9.89M | $9.66M | - | -$234,021.63 | -2.37% | -0.042% |
| BRK-B Berkshire Hathaway Inc. | 3,240 | $1.19M | $1.72M | - | $530,598.69 | 44.72% | +0.808% |
No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mark Weiskind?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $8.02M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $5.09M, iShares MSCI Emerging Markets ETF - $3.47M, JPMorgan Equity Premium Income Fund - $1.54M, and WisdomTree U.S. LargeCap Dividend Fund - $1.35M. 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: Vanguard S&P Small-Cap 600 Value ETF - $60,622.71, Vanguard S&P 500 Growth ETF - $36,525.91, Apple Inc - $33,663.64, Manitowoc Company Inc - $26,875.47, and Amazon.com Inc - $18,206.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Weiskind's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.13M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $4.97M, iShares Core MSCI EAFE ETF - $2M, JPMorgan Equity Premium Income Fund - $1.53M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.19M, and Vanguard Real Estate ETF - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Weiskind's monthly returns?
Mark Weiskind's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mark Weiskind's strategy be considered aggressive or moderate?
Mark Weiskind'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 Mark Weiskind's strategy?
Mark Weiskind'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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