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.

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.

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:

29.24%

Gain +0.01%

Monthly

0.32%

Yearly

3.96%

Drawdown

12.6%

$344.95M

Equity

Holdings

$344.95M

Investment

$278.94M

$81.04M

Profit +$27,343.57

Realized

$15.02M

Unrealized

$66.01M

Dividends

$22.59M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.01%

Profit

$27,343.57

Win %

75%

This Week

Compared To Last Week

Gain

0.01%

Profit

$27,343.57

Win %

75%

This Month

Compared to last month

Gain

-1.09%

Profit

-$3.8M

Win %

75%

This Year

Compared to last year

Gain

5.09%

Profit

$16.7M

Win %

75%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.31%

+$135,519.12

NUE Nucor Corporation

+2.09%

+$147,602.35

WELL Welltower Inc.

+1.69%

+$113,791.84

DVN Devon Energy Corporation

+1.57%

+$83,920.9

CVS CVS Health Corporation

+1.47%

+$116,671.36

NEE NextEra Energy, Inc.

+1.35%

+$58,012.9

ABBV AbbVie Inc.

+1.32%

+$81,835.12

HLT Hilton Worldwide Holdings Inc.

+1.2%

+$76,548.44

AFL Aflac Inc.

+1.16%

+$3,110.4

V Visa Inc. Class A

+1.05%

+$60,681.12

QGRO American Century U.S. Quality Growth ETF

+0.8%

+$21,345.84

BRK-B Berkshire Hathaway Inc.

+0.71%

+$57,723.18

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$3,598.82

MSI Motorola Solutions, Inc.

+0.46%

+$26,717.8

GOOG Alphabet Inc

+0.45%

+$49,380.49

WMT Walmart Inc.

+0.45%

+$30,984.12

AVEM Avantis Emerging Markets Equity ETF

+0.42%

+$31,201.6

HEGD Swan Hedged Equity US Large Cap Fund

+0.38%

+$67,197

PEP PepsiCo, Inc.

+0.38%

+$13,613.4

BBEU JPMorgan BetaBuilders Europe Fund

+0.29%

+$96,859.9

HELO JPMorgan Hedged Equity Laddered Overlay ETF

+0.22%

+$736.5

NVDA NVIDIA Corporation

+0.16%

+$12,852.48

USMC Principal U.S. Mega-Cap ETF

+0.12%

+$25,768.97

MSFT Microsoft Corp.

+0.1%

+$6,011.6

ZAUG Innovator Equity Protector ETF - August Series

+0.06%

+$4,218.27

XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF

+0.03%

+$1,264.85

JPST JPMorgan Ultra-Short Income ETF

+0.02%

+$3,088.43

ORCL Oracle Corporation

+0.02%

+$876.45

DMBS DoubleLine Mortgage ETF

+0.01%

+$1,652.81

AOCT

BKGI BNY Mellon Global Infrastructure Income Fund

CARY Angel Oak Income ETF

JCI

JHCB John Hancock Corporate Bond ETF

ZSEP

AAPL Apple Inc.

-1.52%

-$88,681.5

AMZN Amazon.com Inc

-1.23%

-$142,269.44

UBER Uber Technologies, Inc.

-1.01%

-$35,182

AVGO Broadcom Inc.

-0.91%

-$75,155.5

META Meta Platforms Inc Class A

-0.26%

-$10,744.5

BSCU Invesco BulletShares 2030 Corporate Bond ETF

-0.15%

-$5,816.77

BSCW Invesco BulletShares 2032 Corporate Bond ETF

-0.12%

-$4,774.87

FLMI Franklin Dynamic Municipal Bond ETF

-0.08%

-$10,089.04

BSCV Invesco BulletShares 2031 Corporate Bond ETF

-0.06%

-$2,397.12

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

-0.06%

-$183.56

XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

-0.03%

-$3,295.51

Events

Dividends

Dividend Analysis

No Data

Trades 837	Longs Won 446/837 53%	Profit Factor 4.29
Profitability	Shorts Won 0/0 0%	Standard Deviation $477,231.76
Average Win $236,981.27	Best Trade (Jun 12) $5.48M	Sharpe Ratio -9.96
Average Loss -$63,065.35	Worst Trade (Jun 30) -$1.34M	Z-Score -8.49 (100%)
Commissions $0	Avg. Trade Length 1y 2w 3d	Expectancy $96,816.12

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	5,464	4,918	4,372	3,825	3,279	2,732	2,186	1,639	1,093	546