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:
23.06%
Gain +0.27%
Monthly
0.97%
Yearly
12.3%
Drawdown
17.2%
$141.17M
Equity
Holdings
$141.17M
Investment
$119.24M
$22.34M
Profit +$316,114
Realized
$408,961.4
Unrealized
$21.93M
Dividends
$3.11M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$316,114
Win %
72%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.12M
Win %
72%
This Month
Compared to last month
Gain
0.59%
Profit
$827,926.18
Win %
72%
This Year
Compared to last year
Gain
-0.17%
Profit
-$244,342.59
Win %
74%
HD The Home Depot, Inc.
+3.1%
+$13,272.85 
PID Invesco International Dividend Achievers ETF
+1.33%
+$13,889.84 
JNJ Johnson & Johnson
+1.13%
+$4,735.07 
MSFT Microsoft Corp.
+1.03%
+$4,500.4 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
+0.98%
+$27,909.9 
VNQ Vanguard Real Estate ETF
+0.92%
+$9,053.07 
XLRE The Real Estate Select Sector SPDR Fund
+0.89%
+$4,682.35 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.88%
+$2,597.29 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.87%
+$9,462.99 
PFM Invesco Dividend Achievers ETF
+0.78%
+$21,598.11 
VIG Vanguard Dividend Appreciation ETF
+0.77%
+$3,784.42 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.74%
+$3,735.14 
IJR iShares Core S&P Small-Cap ETF
+0.73%
+$98,926.88 
SCHA Schwab U.S. Small-Cap ETF
+0.73%
+$12,728.07 
COST Costco Wholesale Corporation
+0.7%
+$4,678.4 
VB Vanguard Small-Cap ETF
+0.68%
+$6,199.74 
VTV Vanguard Value ETF
+0.67%
+$4,072.17 
IWM iShares Russell 2000 ETF
+0.66%
+$2,019.12 
IWD iShares Russell 1000 Value ETF
+0.61%
+$124,054.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.57%
+$1,830.36 
NEE NextEra Energy, Inc.
+0.57%
+$1,088.55 
VYMI Vanguard International High Dividend Yield Index Fund
+0.57%
+$1,669.8 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.56%
+$1,413.01 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.55%
+$52,931.34 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.53%
+$2,857.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.53%
+$1,883.27 
RDVY First Trust Rising Dividend Achievers ETF
+0.51%
+$49,892 
EFA iShares MSCI EAFE ETF
+0.46%
+$5,666.99 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.41%
+$1,278.2 
PWV Invesco Large Cap Value ETF
+0.39%
+$1,037.91 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.38%
+$2,860.36 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.28%
+$793.35 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.26%
+$2,095.45 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.18%
+$371.88 
IWV ISHARES RUSSELL 3000 ETF
+0.17%
+$1,822.81 
GOOG Alphabet Inc
+0.14%
+$540.48 
IWB iShares Russell 1000 ETF
+0.1%
+$561.08 
AAPL Apple Inc.
+0.09%
+$4,286 
TFLR T. Rowe Price Floating Rate ETF
+0.04%
+$3,247.5 
VOO Vanguard S&P 500 ETF
+0.03%
+$136.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.02%
+$1,003.9 
SOXX iShares Semiconductor ETF
-2.23%
-$5,504.93 
IDCC InterDigital, Inc.
-1.06%
-$5,269.62 
MS Morgan Stanley
-1.02%
-$1,853.69 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$2,589.61 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$112,625.4 
VUG Vanguard Growth ETF
-0.48%
-$36,516.46 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$27,861.12 
XSMO Invesco S&P SmallCap Momentum ETF
-0.3%
-$657.6 
AMZN Amazon.com Inc
-0.29%
-$934.62 
TRV The Travelers Companies, Inc.
-0.15%
-$469.7 
SCHF Schwab International Equity ETF
-0.02%
-$624.65 
IVV iShares Core S&P 500 ETF
-0.01%
-$47.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 301 | Longs Won 227/301 75% | Profit Factor 17.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,512.91 |
| Average Win $104,534.89 | Best Trade (Oct 15) $5.37M | Sharpe Ratio -87.21 |
| Average Loss -$18,789.55 | Worst Trade (Oct 14) -$322,943.36 | Z-Score 8.24 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $74,215.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,052 | $3.52M | $4.82M | - | $1.3M | 37.03% | +0.089% |
| AMZN Amazon.com Inc | 1,263 | $277,089.57 | $319,968.42 | - | $42,878.85 | 15.47% | -0.291% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,358 | $334,269 | $320,269.42 | - | -$13,999.58 | -4.19% | +0.575% |
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | 11,874 | $257,203.83 | $252,025.65 | - | -$5,178.18 | -2.01% | +0.564% |
| BSMY Invesco BulletShares 2034 Municipal Bond ETF | 124,044 | $3.05M | $2.88M | - | -$165,052.84 | -5.42% | +0.978% |
| COST Costco Wholesale Corporation | 680 | $623,063.6 | $672,438.4 | - | $49,374.8 | 7.92% | +0.701% |
| EFA iShares MSCI EAFE ETF | 12,060 | $1.02M | $1.24M | - | $225,419.82 | 22.11% | +0.457% |
| GOOG Alphabet Inc | 1,103 | $268,744.16 | $379,586.42 | - | $110,842.26 | 41.24% | +0.143% |
| HD The Home Depot, Inc. | 1,449 | $563,610.07 | $441,466.84 | - | -$122,143.23 | -21.67% | +3.1% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 38,099 | $837,415.98 | $808,651.27 | - | -$28,764.71 | -3.43% | +0.26% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 12,782 | $327,186.3 | $309,388.31 | - | -$17,797.99 | -5.44% | +0.415% |
| IBDY iShares iBonds Dec 2033 Term Corporate ETF | 21,977 | $575,408.88 | $542,722.01 | - | -$32,686.87 | -5.68% | +0.529% |
| IBDZ iShares iBonds Dec 2034 Term Corporate ETF | 392,084 | $10.27M | $9.75M | - | -$529,271.69 | -5.15% | +0.546% |
| IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | 8,264 | $208,854.04 | $208,789.96 | - | -$64.08 | -0.03% | +0.178% |
| IBMS iShares iBonds Dec 2030 Term Muni Bond ETF | 30,109 | $770,425.3 | $762,058.79 | - | -$8,366.51 | -1.09% | +0.377% |
| IDCC InterDigital, Inc. | 1,532 | $528,576.52 | $493,947.9 | - | -$34,628.62 | -6.55% | -1.056% |
| IJR iShares Core S&P Small-Cap ETF | 99,424 | $11.8M | $13.56M | - | $1.76M | 14.89% | +0.735% |
| IVV iShares Core S&P 500 ETF | 793 | $478,906.72 | $613,012.81 | - | $134,106.09 | 28% | -0.008% |
| IWB iShares Russell 1000 ETF | 1,352 | $446,812.63 | $568,063.08 | - | $121,250.45 | 27.14% | +0.099% |
| IWD iShares Russell 1000 Value ETF | 80,035 | $14.94M | $20.47M | - | $5.52M | 36.97% | +0.61% |
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FAQ
Which stocks have generated the highest profits for Buddy Levy?
The largest contributions to the portfolio's profits come from the following stocks: iShares iBonds Dec 2030 Term Corporate ETF - $611,068.41, iShares Russell 1000 Value ETF - $474,580.45, iShares Core S&P Small-Cap ETF - $304,107.18, iShares iBonds Dec 2034 Term Corporate ETF - $265,402.65, and VANGUARD FTSE DEVELOPED MARKETS ETF - $185,338.29. 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: Alphabet Inc - $39,983.52, Verizon Communications Inc - $32,625.17, Trimble Inc - $8,434, Microsoft Corp - $6,806.48, and InterDigital, Inc - $612.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Buddy Levy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.11M earned over time. The largest contributors to dividend income include iShares Russell 1000 Value ETF - $470,088.33, iShares iBonds Dec 2030 Term Corporate ETF - $442,395.78, iShares Core S&P Small-Cap ETF - $293,470.93, iShares iBonds Dec 2034 Term Corporate ETF - $265,402.65, and VANGUARD FTSE DEVELOPED MARKETS ETF - $174,004.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Buddy Levy's monthly returns?
Buddy Levy'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 Buddy Levy's strategy be considered aggressive or moderate?
Buddy Levy'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 Buddy Levy's strategy?
Buddy Levy's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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