AW
Ariel Weisbard Portfolio
Invests via Values Added Financial LLC | Managed by Ariel Zev Weisbard, Zachary Teutsch
Invests via Values Added Financial LLC
Managed by Ariel Zev Weisbard, Zachary Teutsch
Automatically Tracked
Ariel Weisbard Profile
Ariel Weisbard leverages extensive experience in technology investment and entrepreneurship to drive value across emerging sectors. Known for founding multiple innovative startups, he possesses a keen insight into market dynamics and scalability challenges within the tech landscape. His career has been marked by identifying unique opportunities that bridge product development with commercial viability. Engaging actively in venture ecosystems, Ariel fosters collaborations that enhance growth trajectories for both nascent companies and established firms seeking expansion. With a strong network of industry connections, he plays a pivotal role in aligning resources with market needs.
Ariel Weisbard leverages extensive experience in technology investment and entrepreneurship to drive value across emerging sectors. Known for founding multiple innovative startups, he possesses a keen insight into market dynamics and scalability challenges within the tech landscape. His career has been marked by identifying unique opportunities that bridge product development with commercial viability. Engaging actively in venture ecosystems, Ariel fosters collaborations that enhance growth trajectories for both nascent companies and established firms seeking expansion. With a strong network of industry connections, he plays a pivotal role in aligning resources with market needs.
Investment Philosophy & Strategy
Opportunity in the tech sector often hinges on strategic foresight and innovative thinking. Ariel Weisbard exemplifies this philosophy by combining his entrepreneurial acumen with a deep understanding of emerging market trends. His approach revolves around identifying transformational business models that harness technological advancements, allowing him to capitalize on uncharted growth avenues. With an emphasis on scalability and resource alignment, he actively engages with startups to navigate their unique challenges while ensuring alignment with broader market demands. This agile mindset fosters not only individual company success but also contributes to enriching the overall venture ecosystem.
Opportunity in the tech sector often hinges on strategic foresight and innovative thinking. Ariel Weisbard exemplifies this philosophy by combining his entrepreneurial acumen with a deep understanding of emerging market trends. His approach revolves around identifying transformational business models that harness technological advancements, allowing him to capitalize on uncharted growth avenues. With an emphasis on scalability and resource alignment, he actively engages with startups to navigate their unique challenges while ensuring alignment with broader market demands. This agile mindset fosters not only individual company success but also contributes to enriching the overall venture ecosystem.
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:
69.98%
Gain +0.88%
Monthly
1.46%
Yearly
18.93%
Drawdown
18.72%
$280.65M
Equity
Holdings
$280.65M
Investment
$212.07M
$73.66M
Profit +$1.51M
Realized
$5.08M
Unrealized
$68.58M
Dividends
$11.38M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.88%
Profit
$1.51M
Win %
77%
This Week
Compared To Last Week
Gain
2.08%
Profit
$5.71M
Win %
77%
This Month
Compared to last month
Gain
2.08%
Profit
$5.71M
Win %
77%
This Year
Compared to last year
Gain
1.36%
Profit
$3.78M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$439,959.4 
GOOG Alphabet Inc
+6.88%
+$285,930.56 
GOOGL Alphabet Inc
+6.73%
+$249,506.88 
VRT Vertiv Holdings Co
+6.18%
+$10,665.07 
META Meta Platforms Inc Class A
+3.28%
+$32,230.62 
MSFT Microsoft Corp.
+3.02%
+$196,550.08 
NVDA NVIDIA Corporation
+2.93%
+$73,276.52 
GLW Corning Incorporated
+2.24%
+$9,944.46 
WDC Western Digital Corporation
+2.21%
+$3,740.62 
CSCO Cisco Systems, Inc.
+2.14%
+$13,316.4 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,157.4 
ZBRA Zebra Technologies Corporation
+1.82%
+$4,320.75 
ORCL Oracle Corporation
+1.81%
+$7,297.29 
VZ Verizon Communications Inc.
+1.52%
+$3,412.5 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$27,134.41 
PWR Quanta Services Inc.
+1.43%
+$5,027.69 
KLAC KLA Corporation
+1.38%
+$4,238 
BN Brookfield Corporation
+1.19%
+$2,455 
AMAT Applied Materials, Inc.
+1.18%
+$6,419.22 
CHD Church & Dwight Co., Inc.
+1.16%
+$4,472.54 
ITW Illinois Tool Works Inc.
+1.15%
+$3,714.75 
MSI Motorola Solutions, Inc.
+1.14%
+$9,007.09 
ADP Automatic Data Processing Inc.
+0.98%
+$6,200.44 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$37,657.76 
UNP Union Pacific Corporation
+0.92%
+$2,370.97 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$1,816.08 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$13,302.37 
IBM International Business Machines Corporation
+0.86%
+$4,478.9 
GEV GE Vernova Inc.
+0.85%
+$1,686.93 
MCD McDonald's Corporation
+0.82%
+$2,127.41 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$74,255.22 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,275.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,772.91 
VOO Vanguard S&P 500 ETF
+0.71%
+$23,945.42 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$5,150.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,747.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,526.39 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$11,727.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$59,568.76 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$29,499.02 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$38,067.68 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$17,238.51 
NULC Nuveen ESG Large-Cap ETF
+0.57%
+$4,061.5 
VOTE TCW Transform 500 ETF
+0.53%
+$39,958.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$25,930.04 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,395.47 
CTO CTO Realty Growth, Inc.
+0.46%
+$1,322.5 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,202.13 
AVGO Broadcom Inc.
+0.37%
+$3,954.24 
PG Procter & Gamble Co
+0.37%
+$854.89 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,321.28 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$980.24 
MRK Merck & Co., Inc.
+0.32%
+$1,609.29 
JPM JPMorgan Chase & Co.
+0.27%
+$2,315.22 
VT Vanguard Total World Stock ETF
+0.26%
+$539.15 
JNJ Johnson & Johnson
+0.21%
+$961.95 
LDEM iShares ESG MSCI EM Leaders ETF
+0.2%
+$1,916.13 
ESG FlexShares STOXX US ESG Select Fund
+0.2%
+$443.23 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$558 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$4,466.03 
USB U.S. Bancorp
+0.17%
+$444.5 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$400.12 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$389.5 
DELL Dell Technologies Inc.
+0.14%
+$286.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,988.16 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$368 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$1,490.34 
NUE Nucor Corporation
+0.1%
+$316.5 
WMT Walmart Inc.
+0.09%
+$317.91 
ABT Abbott Laboratories
+0.09%
+$332.64 
SOXX iShares Semiconductor ETF
+0.07%
+$216.01 
EMXF iShares ESG Aware MSCI EM ETF
+0.03%
+$1,484.96 
SCMB Schwab Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$862,687.16 
SYK Stryker Corporation
-6.42%
-$39,631.16 
MU Micron Technology, Inc.
-5.9%
-$35,211.62 
SNDK SanDisk Corporation
-5.09%
-$9,964.89 
NFLX Netflix, Inc.
-2%
-$5,749.48 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,924.93 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,865.79 
LRCX Lam Research Corporation
-1.58%
-$3,332.31 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$17,794.87 
TXN Texas Instruments Inc
-1.08%
-$4,871.29 
LOW Lowe's Companies Inc.
-1.08%
-$2,633.2 
INTC Intel Corporation
-1.02%
-$2,356.62 
EW Edwards Lifesciences Corporation
-0.98%
-$8,205.9 
XOM Exxon Mobil Corporation
-0.97%
-$4,795.02 
GILD Gilead Sciences Inc.
-0.81%
-$1,737.66 
MCO Moody's Corporation
-0.81%
-$3,072.97 
VHT Vanguard Health Care ETF
-0.76%
-$4,708.06 
MA Mastercard Incorporated
-0.74%
-$7,594.76 
BLK BlackRock, Inc.
-0.73%
-$3,112.2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$1,667.82 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$166,164.38 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$60,562.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$85,289.23 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$18,136.24 
FLCA Franklin FTSE Canada ETF
-0.63%
-$1,573.05 
AMT American Tower Corporation
-0.63%
-$2,087.82 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$12,772.48 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$3,904.34 
SCHF Schwab International Equity ETF
-0.58%
-$3,625.44 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$1,555.2 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,354.2 
LLY Eli Lilly and Company
-0.53%
-$5,982.88 
WELL Welltower Inc.
-0.51%
-$2,468.06 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,798.32 
PEP PepsiCo, Inc.
-0.46%
-$1,824 
TRV The Travelers Companies, Inc.
-0.43%
-$1,061.13 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,193.39 
HD The Home Depot, Inc.
-0.42%
-$2,924.6 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$22,255.74 
AXP American Express Company
-0.38%
-$982.97 
ARCC Ares Capital Corporation
-0.37%
-$1,000.65 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,514.24 
ACNT Ascent Industries Co.
-0.32%
-$823.05 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,025.35 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,866.71 
VXF Vanguard Extended Market ETF
-0.3%
-$11,617.73 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,430.88 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$32,024.12 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$7,062.75 
COST Costco Wholesale Corporation
-0.24%
-$3,082.52 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$1,278.45 
BNDX Vanguard Total International Bond ETF
-0.23%
-$6,919.44 
VB Vanguard Small-Cap ETF
-0.22%
-$903.51 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$506 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$9,473.71 
MKL Markel Group Inc.
-0.2%
-$4,763.61 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$15,588.4 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$2,019.02 
FLMB Franklin Municipal Green Bond ETF
-0.19%
-$382 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$2,567.43 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$31,732 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,414.8 
BGRN iShares USD Green Bond ETF
-0.14%
-$584.03 
MUB iShares National Muni Bond ETF
-0.11%
-$904.32 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$472.88 
GRNB VanEck Green Bond ETF
-0.1%
-$239.25 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,564.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$334.79 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$854.68 
CMF iShares California Muni Bond ETF
-0.05%
-$528.81 
VO Vanguard Mid-Cap ETF
-0.05%
-$348.96 
V Visa Inc. Class A
-0.04%
-$433.55 Events
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Dividends
Dividend Analysis
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| Trades 1167 | Longs Won 866/1167 74% | Profit Factor 22.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $266,003.46 |
| Average Win $89,087.44 | Best Trade (Aug 07) $4.07M | Sharpe Ratio -13.88 |
| Average Loss -$11,578.1 | Worst Trade (Aug 02) -$215,708.5 | Z-Score 17.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m | Expectancy $63,123.15 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ariel Weisbard?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.64M, SPDR Portfolio Developed World ex-US ETF - $1.4M, Vanguard Total Bond Market Index Fund - $1.23M, Vanguard FTSE Emerging Markets ETF - $708,129.71, and SPDR Portfolio Aggregate Bond ETF - $700,734.41. 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: The Estée Lauder Companies Inc. Class A - $251,507.78, Nike, Inc. - Class B - $177,326.04, Zebra Technologies Corporation - $77,881.54, Blackstone Inc - $55,040.84, and Intuit Inc - $44,567.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ariel Weisbard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.38M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $1.28M, Vanguard Total Bond Market Index Fund - $1.18M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.03M, iShares International Aggregate Bond Fund - $742,537.22, and SPDR Portfolio Aggregate Bond ETF - $715,573.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ariel Weisbard's monthly returns?
Ariel Weisbard'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 Ariel Weisbard's strategy be considered aggressive or moderate?
Ariel Weisbard'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 Ariel Weisbard's strategy?
Ariel Weisbard'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.
