Steve Wachs Portfolio
Invests via Legacy CG LLC | Managed by Steven G. Wachs
Invests via Legacy CG LLC
Managed by Steven G. Wachs
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Steve Wachs Profile
Steve Wachs is a seasoned investment professional with extensive experience in asset management and corporate finance. His career has been marked by leadership roles where he has guided firms through complex market environments, emphasizing strategic growth and operational efficiency. Known for his deep understanding of capital markets, he effectively navigates the dynamics between equity investments and innovative financial solutions. With a background in technology-driven enterprises, Wachs plays a pivotal role in identifying emerging trends that shape industry trajectories. His insights have fostered collaborations across various sectors, enhancing competitive positioning within the broader investment landscape.
Steve Wachs is a seasoned investment professional with extensive experience in asset management and corporate finance. His career has been marked by leadership roles where he has guided firms through complex market environments, emphasizing strategic growth and operational efficiency. Known for his deep understanding of capital markets, he effectively navigates the dynamics between equity investments and innovative financial solutions. With a background in technology-driven enterprises, Wachs plays a pivotal role in identifying emerging trends that shape industry trajectories. His insights have fostered collaborations across various sectors, enhancing competitive positioning within the broader investment landscape.
Investment Philosophy & Strategy
Steve Wachs embodies a growth-oriented mindset, focusing on leveraging his comprehensive understanding of market trends to identify and capitalize on emerging opportunities. His approach combines operational efficiency with strategic foresight, enabling impactful investments in technology-driven sectors. By fostering collaboration across industries, he enhances competitive positioning and fosters innovative financial solutions tailored to evolving client needs. In decision-making, insights gained from extensive leadership roles provide the backbone for navigating complex investment landscapes while remaining adaptable to shifting dynamics.
Steve Wachs embodies a growth-oriented mindset, focusing on leveraging his comprehensive understanding of market trends to identify and capitalize on emerging opportunities. His approach combines operational efficiency with strategic foresight, enabling impactful investments in technology-driven sectors. By fostering collaboration across industries, he enhances competitive positioning and fosters innovative financial solutions tailored to evolving client needs. In decision-making, insights gained from extensive leadership roles provide the backbone for navigating complex investment landscapes while remaining adaptable to shifting dynamics.
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:
47.58%
Gain +1.04%
Monthly
0.57%
Yearly
7.06%
Drawdown
16.49%
$378.62M
Equity
Holdings
$378.62M
Investment
$316.39M
$78.36M
Profit +$1.89M
Realized
$16.12M
Unrealized
$62.24M
Dividends
$24.94M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$1.89M
Win %
76%
This Week
Compared To Last Week
Gain
1.4%
Profit
$5.22M
Win %
76%
This Month
Compared to last month
Gain
1.4%
Profit
$5.22M
Win %
76%
This Year
Compared to last year
Gain
1.72%
Profit
$6.42M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$1.51M 
GOOG Alphabet Inc
+6.88%
+$585,597.18 
MSFT Microsoft Corp.
+3.02%
+$233,882.47 
NVDA NVIDIA Corporation
+2.93%
+$225,339.72 
DVN Devon Energy Corporation
+2.17%
+$116,019.84 
JCI Johnson Controls International plc
+1.93%
+$104,302.82 
ORCL Oracle Corporation
+1.81%
+$72,092.79 
IOO iShares Global 100 ETF
+1.15%
+$44,036.72 
MSI Motorola Solutions, Inc.
+1.14%
+$74,620.33 
UNP Union Pacific Corporation
+0.92%
+$49,654.18 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$2,160.39 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,389.18 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$82,641.13 
AVGO Broadcom Inc.
+0.37%
+$29,880 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$26,724.48 
JPM JPMorgan Chase & Co.
+0.27%
+$17,380.6 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$11,357.37 
NUE Nucor Corporation
+0.1%
+$6,618.28 
AFL Aflac Inc.
+0.09%
+$276.48 
WMT Walmart Inc.
+0.09%
+$5,238.1 
FEGE First Eagle Global Equity ETF
+0.08%
+$12,304.04 
TJUL Innovator Equity Defined Protection ETF 0725
+0.05%
+$8,467.31 
AAPR
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$481,008.84 
SNDK SanDisk Corporation
-5.09%
-$292,368.57 
ABBV AbbVie Inc.
-2.51%
-$181,781.12 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$83,464.31 
CVS CVS Health Corporation
-0.75%
-$59,817.22 
CARY Angel Oak Income ETF
-0.59%
-$50,272.91 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$23,629.68 
WELL Welltower Inc.
-0.51%
-$37,123.24 
DMBS DoubleLine Mortgage ETF
-0.47%
-$78,398.49 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$28,666.06 
PEP PepsiCo, Inc.
-0.46%
-$3,106.56 
BBEU JPMorgan BetaBuilders Europe Fund
-0.43%
-$136,897.94 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$56,910.75 
FLCO Franklin Investment Grade Corporate ETF
-0.18%
-$29,297.16 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$265.83 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.04%
-$3,236.98 
V Visa Inc. Class A
-0.04%
-$2,591.49 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.02%
-$729.42 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 523/920 56% | Profit Factor 2.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $486,694.08 |
| Average Win $226,760.62 | Best Trade (Aug 07) $5.18M | Sharpe Ratio -9.7 |
| Average Loss -$101,654.79 | Worst Trade (Aug 02) -$4.75M | Z-Score -6.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $85,173.82 |
| 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 | 3,731 | 3,358 | 2,985 | 2,612 | 2,239 | 1,866 | 1,493 | 1,119 | 746 | 373 |
Hover over the desired column for a detailed explanation.
Returns
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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 Steve Wachs?
The largest contributions to the portfolio's profits come from the following stocks: Principal U.S. Mega-Cap ETF - $5.83M, VanEck Morningstar Wide Moat Fund - $2.76M, Pacer US Small Cap Cash Cows 100 ETF - $2.5M, Alphabet Inc - $2.27M, and Pacer US Cash Cows 100 ETF - $1.98M. 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: Netflix, Inc - $1.37M, American Century Quality Diversified International ETF - $1.32M, Meta Platforms Inc Class A - $1.21M, D.R. Horton, Inc - $1.12M, and Uber Technologies, Inc - $1.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steve Wachs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.94M earned over time. The largest contributors to dividend income include DoubleLine Mortgage ETF - $1.62M, First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF - $1.55M, JPMorgan Ultra-Short Income ETF - $1.5M, Hartford Municipal Opportunities ETF - $1.06M, and JPMorgan BetaBuilders Europe Fund - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steve Wachs's monthly returns?
Steve Wachs'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 Steve Wachs's strategy be considered aggressive or moderate?
Steve Wachs'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 Steve Wachs's strategy?
Steve Wachs'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.
