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:
60.78%
Gain -0.91%
Monthly
1.49%
Yearly
19.48%
Drawdown
21.2%
$485.28M
Equity
Holdings
$485.28M
Investment
$399.04M
$98.37M
Profit -$2.45M
Realized
$12.14M
Unrealized
$86.23M
Dividends
$19.04M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$2.45M
Win %
73%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$3.49M
Win %
73%
This Month
Compared to last month
Gain
-0.5%
Profit
-$2.45M
Win %
73%
This Year
Compared to last year
Gain
-0.21%
Profit
-$1.02M
Win %
70%
AMBA Ambarella, Inc.
+16.07%
+$178.65 
AMZN Amazon.com Inc
+15.32%
+$5,520.24 
OUST Ouster, Inc.
+9.79%
+$87 
ETN Eaton Corporation plc
+7.32%
+$1,104.09 
GOOG Alphabet Inc
+6.88%
+$964.74 
GOOGL Alphabet Inc
+6.73%
+$5,033.28 
ALMU Aeluma Inc.
+5.67%
+$26.1 
ANET Arista Networks, Inc.
+5.46%
+$541.14 
APO Apollo Global Management, Inc.
+4.44%
+$379.14 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$6,465.47 
SNPS Synopsys, Inc.
+4.41%
+$345.03 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$1,887 
META Meta Platforms Inc Class A
+3.28%
+$4,243.2 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$451.2 
MSFT Microsoft Corp.
+3.02%
+$749.1 
NVDA NVIDIA Corporation
+2.93%
+$12,407.85 
SMCI Super Micro Computer Inc
+2.42%
+$20.1 
CVX Chevron Corporation
+2.35%
+$524.32 
PSA Public Storage Common Stock
+2.12%
+$87.36 
TPL Texas Pacific Land Corporation
+2.11%
+$4,148.34 
ROK Rockwell Automation, Inc.
+1.93%
+$45.35 
ZS Zscaler Inc.
+1.89%
+$1,663.52 
KMI Kinder Morgan, Inc.
+1.64%
+$104 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$1,022.56 
VZ Verizon Communications Inc.
+1.52%
+$2,453.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,399.36 
PH Parker-Hannifin Corporation
+1.43%
+$109.92 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$2,148.13 
SLB Schlumberger Limited
+1.39%
+$136 
KLAC KLA Corporation
+1.38%
+$199.2 
LB LandBridge Company LLC
+1.33%
+$792.54 
RS Reliance Inc.
+1.27%
+$55.88 
VEXC Vanguard Emerging Markets Ex-China ETF
+1.25%
+$343.14 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$177.12 
CMCSA Comcast Corp
+1.23%
+$323.93 
COP ConocoPhillips
+1.22%
+$232 
WFC Wells Fargo & Company
+1.19%
+$15.3 
AMAT Applied Materials, Inc.
+1.18%
+$247.8 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$85.5 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$146.56 
NOW ServiceNow, Inc.
+1.05%
+$75.4 
XLE Energy Select Sector SPDR Fund
+1%
+$70.8 
URI United Rentals, Inc.
+0.99%
+$53.15 
PDYN Palladyne AI Corp
+0.96%
+$2.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$97,674.64 
XMTR Xometry Inc.
+0.95%
+$8.1 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$916.98 
IBM International Business Machines Corporation
+0.86%
+$9.55 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,741.95 
MCD McDonald's Corporation
+0.82%
+$110 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$288.55 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,186.99 
TSLA Tesla, Inc.
+0.76%
+$165.2 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,117.5 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$79,146.06 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,193.34 
VOO Vanguard S&P 500 ETF
+0.71%
+$340,951.25 
CAT Caterpillar Inc.
+0.7%
+$68.04 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$1,462.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$197,324.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$60,207.72 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$426.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$11.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$429.84 
MJ Amplify Alternative Harvest ETF
+0.66%
+$3.9 
PLTR Palantir Technologies Inc.
+0.65%
+$16 
BLDR Builders FirstSource, Inc.
+0.65%
+$15.91 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$203,236.56 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,730.87 
IWB iShares Russell 1000 ETF
+0.64%
+$5,201.3 
MO Altria Group, Inc.
+0.57%
+$5.85 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$303.27 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$303.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$23,780.52 
ACWI iShares MSCI ACWI ETF
+0.49%
+$3,198.54 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,978.02 
PFE Pfizer Inc.
+0.4%
+$31.9 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$725.34 
AVGO Broadcom Inc.
+0.37%
+$128.16 
PG Procter & Gamble Co
+0.37%
+$49.82 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,026.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$124.64 
TDG TransDigm Group Inc.
+0.36%
+$3,665.38 
SNA Snap-on Inc.
+0.33%
+$40.8 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$29,013.57 
SMH VanEck Semiconductor ETF
+0.3%
+$717.2 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$70,844.49 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$86.92 
JPM JPMorgan Chase & Co.
+0.27%
+$821.56 
VT Vanguard Total World Stock ETF
+0.26%
+$95.53 
JNJ Johnson & Johnson
+0.21%
+$55.65 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$528.8 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$237.8 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$34.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,317.42 
MTW Manitowoc Company Inc.
+0.14%
+$65.52 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$197.28 
ISRG Intuitive Surgical, Inc.
+0.1%
+$6.12 
C Citigroup Inc.
+0.1%
+$68.63 
NUE Nucor Corporation
+0.1%
+$11.25 
WM Waste Management, Inc.
+0.1%
+$23.1 
WMT Walmart Inc.
+0.09%
+$9.3 
SHC Sotera Health Company
+0.06%
+$36 
PSQA Palmer Square CLO Senior Debt ETF
+0.05%
+$28.6 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$11.55 
DIS The Walt Disney Company
+0.03%
+$12.3 
SGVT Schwab Government Money Market ETF
+0.02%
+$3 
FEX First Trust Large Cap Core Fund A
+0.01%
+$13.63 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$82.33 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$175,661.28 
SYK Stryker Corporation
-6.42%
-$558.5 
POET POET Technologies Inc.
-3.98%
-$21.75 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$134.05 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$526.87 
IBIT iShares Bitcoin Trust
-2.89%
-$5,671 
BITB Bitwise Bitcoin ETF
-2.87%
-$2,024.04 
DECK Deckers Outdoor Corporation
-2.82%
-$109.59 
AJG Arthur J. Gallagher & Co.
-2.75%
-$105.6 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$9.6 
ABBV AbbVie Inc.
-2.51%
-$291.15 
SJM The J.M. Smucker Company
-2.41%
-$1,663.8 
ATCH AtlasClear Holdings Inc.
-2.23%
-$200 
CBRS Cerebras Systems Inc.
-2.15%
-$200.56 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$8,256.02 
NFLX Netflix, Inc.
-2%
-$3,051.4 
DHI D.R. Horton, Inc.
-1.7%
-$116.09 
UNH UnitedHealth Group Incorporated
-1.68%
-$183.82 
PHYS Sprott Physical Gold Trust
-1.61%
-$5,555.5 
LRCX Lam Research Corporation
-1.58%
-$329 
CPRT Copart Inc.
-1.52%
-$90.45 
IAUM iShares Gold Trust Micro
-1.46%
-$63.6 
IAU iShares Gold Trust
-1.46%
-$339 
TJX The TJX Companies, Inc.
-1.21%
-$203.52 
NEE NextEra Energy, Inc.
-1.15%
-$101 
VTRS Viatris Inc.
-1.13%
-$7.8 
LOW Lowe's Companies Inc.
-1.08%
-$95.34 
PLD Prologis Inc.
-1.08%
-$71.1 
MCK McKesson Corporation
-1.08%
-$121.16 
KO The Coca-Cola Company
-1.02%
-$107.1 
XOM Exxon Mobil Corporation
-0.97%
-$73.44 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$59.8 
PGR Progressive Corporation
-0.87%
-$5,557.68 
D Dominion Energy, Inc.
-0.8%
-$980 
VHT Vanguard Health Care ETF
-0.76%
-$117 
MA Mastercard Incorporated
-0.74%
-$38.25 
VPU Vanguard Utilities ETF
-0.71%
-$81.6 
RPM RPM International Inc.
-0.7%
-$186,597.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$181,716.43 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$133,304.85 
GS The Goldman Sachs Group, Inc.
-0.63%
-$116.64 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$250.39 
EFA iShares MSCI EAFE ETF
-0.62%
-$14,649.36 
DHR Danaher Corporation
-0.61%
-$36.89 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$219.22 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$483.2 
SCHF Schwab International Equity ETF
-0.58%
-$2,163.04 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$196.68 
SBUX Starbucks Corporation
-0.57%
-$82.8 
PRU Prudential Financial, Inc.
-0.56%
-$119.37 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$203.98 
IYR iShares U.S. Real Estate ETF
-0.55%
-$21,045.45 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$3,375.92 
VNQ Vanguard Real Estate ETF
-0.54%
-$45,144.54 
LLY Eli Lilly and Company
-0.53%
-$30.65 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,481.51 
SCHH Schwab U.S. REIT ETF
-0.49%
-$104.4 
IWM iShares Russell 2000 ETF
-0.47%
-$26,161 
DFIV Dimensional International Value ETF
-0.47%
-$71.01 
DVY iShares Select Dividend ETF
-0.45%
-$671.02 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$632.2 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$175.8 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,045.46 
ETR Entergy Corporation
-0.38%
-$109.88 
VGT Vanguard Information Technology ETF
-0.38%
-$481.6 
ARCC Ares Capital Corporation
-0.37%
-$40.6 
TMUS T-Mobile US, Inc.
-0.36%
-$15.75 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$942.97 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$7,761.35 
VXF Vanguard Extended Market ETF
-0.3%
-$67,219.25 
VST Vistra Corp
-0.29%
-$15.91 
COR Cencora, Inc.
-0.28%
-$22.25 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$5,605.73 
VTV Vanguard Value ETF
-0.27%
-$359.89 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,491.67 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$254.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,020.25 
COST Costco Wholesale Corporation
-0.24%
-$75.24 
HBAN Huntington Bancshares Incorporated
-0.23%
-$314.59 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$107.64 
BNDX Vanguard Total International Bond ETF
-0.23%
-$22,508.42 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$27 
VB Vanguard Small-Cap ETF
-0.22%
-$6,830.13 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$1,511.3 
PFG Principal Financial Group, Inc.
-0.22%
-$26.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,350.53 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$670.3 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
-0.21%
-$823.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$534.96 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$45.87 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$680.1 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$389.69 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$254.76 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$50,347.76 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$45.5 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$37.2 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$126 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$57.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$211.67 
IXUS iShares Core International Stock ETF
-0.15%
-$817.46 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$41.1 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$46.27 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.13%
-$1,826.69 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$92.22 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$43.62 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$82.47 
MUB iShares National Muni Bond ETF
-0.11%
-$695.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$16,953.76 
XLF Financial Select Sector SPDR Fund
-0.1%
-$78.36 
TIP iShares TIPS Bond ETF
-0.1%
-$1,892.55 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$50.35 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$73.98 
GBDC Golub Capital BDC, Inc.
-0.08%
-$8.31 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$2,486.3 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,518 
VO Vanguard Mid-Cap ETF
-0.05%
-$873.88 
PSQO Palmer Square Credit Opportunities ETF
-0.05%
-$26.03 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$12.95 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$11.55 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$11 
V Visa Inc. Class A
-0.04%
-$1.4 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$38.12 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5,626.35 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$261.69 Events
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Dividends
Dividend Analysis
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| Trades 1582 | Longs Won 1109/1582 70% | Profit Factor 20.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,598.74 |
| Average Win $93,311.01 | Best Trade (Aug 14) $8.19M | Sharpe Ratio -11.42 |
| Average Loss -$10,797.72 | Worst Trade (Sep 01) -$2.5M | Z-Score 10.76 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $62,183.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,164 | $1.91M | $2.21M | - | $301,074.13 | 15.75% | -7.354% |
| ABBV AbbVie Inc. | 45 | $11,324 | $11,292.3 | - | -$31.7 | -0.28% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 4,154 | $584,614.7 | $649,810.18 | - | $65,195.48 | 11.15% | +0.495% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,081 | $2.79M | $2.73M | - | -$57,696.84 | -2.07% | -0.256% |
| AJG Arthur J. Gallagher & Co. | 15 | $3,444 | $3,741.3 | - | $297.3 | 8.63% | -2.745% |
| ALMU Aeluma Inc. | 30 | $662 | $486 | - | -$176 | -26.59% | +5.675% |
| AMAT Applied Materials, Inc. | 42 | $6,094.96 | $21,322.14 | - | $15,227.18 | 249.83% | +1.176% |
| AMBA Ambarella, Inc. | 15 | $1,005.15 | $1,290 | - | $284.85 | 28.34% | +16.075% |
| AMZN Amazon.com Inc | 153 | $35,559.88 | $41,551.74 | - | $5,991.86 | 16.85% | +15.321% |
| ANET Arista Networks, Inc. | 58 | $9,853 | $10,460.3 | - | $607.3 | 6.16% | +5.456% |
| APO Apollo Global Management, Inc. | 71 | $9,273.31 | $8,916.89 | - | -$356.42 | -3.84% | +4.441% |
| ARCC Ares Capital Corporation | 580 | $10,747 | $10,880.8 | - | $133.8 | 1.24% | -0.372% |
| ATCH AtlasClear Holdings Inc. | 50,000 | $25,500 | $8,750 | - | -$16,750 | -65.69% | -2.235% |
| AVGO Broadcom Inc. | 89 | $28,131.86 | $34,645.92 | - | $6,514.06 | 23.16% | +0.371% |
| AVSC Avantis U.S. Small Cap Equity ETF | 310 | $21,532.6 | $22,425.4 | - | $892.8 | 4.15% | -0.166% |
| BITB Bitwise Bitcoin ETF | 2,004 | $93,246.6 | $68,396.52 | - | -$24,850.08 | -26.65% | -2.874% |
| BLDR Builders FirstSource, Inc. | 37 | $4,623 | $2,458.28 | - | -$2,164.72 | -46.83% | +0.651% |
| BND Vanguard Total Bond Market Index Fund | 44,693 | $3.3M | $3.23M | - | -$67,384.27 | -2.04% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 204,622 | $9.89M | $9.77M | - | -$115,340.87 | -1.17% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 3,240 | $1.19M | $1.66M | - | $471,015.09 | 39.7% | +0.365% |
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Option values are updated at end of day.
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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 - $4.05M, iShares MSCI Emerging Markets ETF - $3.47M, JPMorgan Equity Premium Income Fund - $1.48M, and WisdomTree U.S. LargeCap Dividend Fund - $1.27M. 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 - $36,725.52, 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 $19.04M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $3.93M, iShares Core MSCI EAFE ETF - $2M, JPMorgan Equity Premium Income Fund - $1.47M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.12M, and Vanguard Real Estate ETF - $1.03M. 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.
