Buddy Levy Portfolio
Invests via Nestegg Advisors Inc. | Managed by Buddy Levy
Invests via Nestegg Advisors Inc.
Managed by Buddy Levy
Automatically Tracked
Experienced early-stage investor and operator focused on technology and consumer sectors. Buddy Levy is a serial entrepreneur turned angel and venture investor who evaluates seed to Series A opportunities, advises founders and sits on several private boards. He brings hands-on operating experience, capital-raising and exit execution capabilities, and is known for sourcing network-driven deal flow. Investment emphasis includes consumer internet, marketplaces and SaaS with an emphasis on growth and monetization strategies.
Experienced early-stage investor and operator focused on technology and consumer sectors. Buddy Levy is a serial entrepreneur turned angel and venture investor who evaluates seed to Series A opportunities, advises founders and sits on several private boards. He brings hands-on operating experience, capital-raising and exit execution capabilities, and is known for sourcing network-driven deal flow. Investment emphasis includes consumer internet, marketplaces and SaaS with an emphasis on growth and monetization strategies.
Investment Philosophy & Strategy
Focuses on early-stage, seed-to-Series A opportunities where operational experience accelerates product-market fit and monetization. Prefers consumer internet, marketplaces and SaaS businesses with network effects and clear growth levers. Employs thesis-driven, concentrated bets sourced through founder networks and active sourcing, deploying capital with founder-friendly term orientation and reserves for follow-on support. Investment style is hands-on—board engagement, scaling go-to-market, fundraising and exit execution— as asymmetric-risk seeking with pragmatic operational discipline and metric-led decision making.
Focuses on early-stage, seed-to-Series A opportunities where operational experience accelerates product-market fit and monetization. Prefers consumer internet, marketplaces and SaaS businesses with network effects and clear growth levers. Employs thesis-driven, concentrated bets sourced through founder networks and active sourcing, deploying capital with founder-friendly term orientation and reserves for follow-on support. Investment style is hands-on—board engagement, scaling go-to-market, fundraising and exit execution— as asymmetric-risk seeking with pragmatic operational discipline and metric-led decision making.
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:
0.45%
Gain
Monthly
0.02%
Yearly
0.29%
Drawdown
18.75%
$140.87M
Equity
Holdings
$140.87M
Investment
$119.24M
$22.07M
Profit -$911,216.09
Realized
$434,154.48
Unrealized
$21.63M
Dividends
$2.57M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$911,216.09
Win %
76%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$855,450.95
Win %
76%
This Month
Compared to last month
Gain
-0.45%
Profit
-$639,644.26
Win %
76%
This Year
Compared to last year
Gain
-0.38%
Profit
-$539,655.25
Win %
77%
TRV The Travelers Companies, Inc.
+8.24%
+$23,775.36 
JNJ Johnson & Johnson
+1.37%
+$5,662.91 
AAPL Apple Inc.
+0.2%
+$9,344.44 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.14%
+$13,722.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$385.73 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.1%
+$549.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$316.83 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$190.5 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.02%
+$63.91 
TFLR T. Rowe Price Floating Rate ETF
0%
$0 
GOOG Alphabet Inc
-2.56%
-$9,982.15 
HD The Home Depot, Inc.
-2.35%
-$11,838.34 
MSFT Microsoft Corp.
-1.49%
-$4,885.33 
IDCC InterDigital, Inc.
-1.46%
-$5,954.27 
MS Morgan Stanley
-1.46%
-$3,191.37 
VUG Vanguard Growth ETF
-1.32%
-$96,811.08 
SOXX iShares Semiconductor ETF
-1.26%
-$3,193.96 
IWF iShares Russell 1000 Growth ETF
-1.26%
-$287,194.77 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.2%
-$96,353.04 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$4,284.8 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.1%
-$3,525.93 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$137,205.12 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.9%
-$10,543.24 
VOO Vanguard S&P 500 ETF
-0.87%
-$3,714.42 
IVV iShares Core S&P 500 ETF
-0.86%
-$5,155.29 
IWB iShares Russell 1000 ETF
-0.86%
-$4,772.56 
IWV ISHARES RUSSELL 3000 ETF
-0.85%
-$9,064.11 
AMZN Amazon.com Inc
-0.84%
-$2,652.31 
COST Costco Wholesale Corporation
-0.8%
-$5,147.6 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.66%
-$1,954.35 
VB Vanguard Small-Cap ETF
-0.64%
-$6,151.68 
IWM iShares Russell 2000 ETF
-0.61%
-$2,041.68 
NEE NextEra Energy, Inc.
-0.59%
-$1,269.97 
RDVY First Trust Rising Dividend Achievers ETF
-0.58%
-$58,623.1 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$2,755.35 
EFA iShares MSCI EAFE ETF
-0.56%
-$6,994.8 
IWD iShares Russell 1000 Value ETF
-0.52%
-$102,844.98 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$9,207.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$21,751.28 
SCHF Schwab International Equity ETF
-0.46%
-$15,616.37 
PID Invesco International Dividend Achievers ETF
-0.41%
-$4,554.91 
PFM Invesco Dividend Achievers ETF
-0.39%
-$10,840.94 
XSMO Invesco S&P SmallCap Momentum ETF
-0.33%
-$794.6 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$871.2 
VNQ Vanguard Real Estate ETF
-0.27%
-$2,873.13 
VTV Vanguard Value ETF
-0.25%
-$1,475.79 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
-0.2%
-$6,202.2 
XLRE The Real Estate Select Sector SPDR Fund
-0.19%
-$1,075.67 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.18%
-$474.96 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.08%
-$602.18 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.06%
-$287.32 
PWV Invesco Large Cap Value ETF
-0.04%
-$119.11 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.04%
-$90.9 Events
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Dividends
Dividend Analysis
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| Trades 301 | Longs Won 231/301 76% | Profit Factor 34.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $408,569.55 |
| Average Win $98,376.21 | Best Trade (Jul 17) $4.79M | Sharpe Ratio -87.3 |
| Average Loss -$9,371.88 | Worst Trade (Jul 15) -$131,774.33 | Z-Score 9.57 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $73,318.51 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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Returns
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