Steve Wachs Portfolio
Invests via Legacy CG LLC | Managed by Steven G. Wachs
Invests via Legacy CG LLC
Managed by Steven G. Wachs
Automatically Tracked
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:
50.02%
Gain -0.23%
Monthly
0.51%
Yearly
6.33%
Drawdown
15.92%
$368.47M
Equity
Holdings
$368.47M
Investment
$315.11M
$71.79M
Profit -$848,382.97
Realized
$15.53M
Unrealized
$56.25M
Dividends
$25.82M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$848,382.97
Win %
75%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.22M
Win %
75%
This Month
Compared to last month
Gain
-0.17%
Profit
-$635,323.68
Win %
75%
This Year
Compared to last year
Gain
0.09%
Profit
$328,712.76
Win %
76%
SNDK SanDisk Corporation
+4.12%
+$307,406.72 
CVS CVS Health Corporation
+3.22%
+$210,874.63 
ABBV AbbVie Inc.
+2.44%
+$183,185.92 
AMZN Amazon.com Inc
+1.11%
+$119,200.48 
WMT Walmart Inc.
+0.91%
+$50,808.6 
V Visa Inc. Class A
+0.85%
+$58,497.73 
AAPL Apple Inc.
+0.76%
+$49,827.18 
RBIL U.S. Treasury Ultra Short TIPs Fund
+0.07%
+$2,552.97 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.05%
+$4,046.22 
UNP Union Pacific Corporation
+0.05%
+$2,603.77 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$8,854.02 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.05%
+$132.91 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$2,514.4 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.03%
+$151.17 
CARY Angel Oak Income ETF
+0.03%
+$2,060.36 
PSC Principal U.S. Small-Cap ETF
0%
$0 AAPR
AAPR
0%
$0 
BKGI BNY Mellon Global Infrastructure Income Fund
-2.46%
-$453,097.12 
JCI Johnson Controls International plc
-1.66%
-$98,674.59 
PEP PepsiCo, Inc.
-1.32%
-$8,057.64 
BBEU JPMorgan BetaBuilders Europe Fund
-1.14%
-$346,271.26 
WELL Welltower Inc.
-1.1%
-$77,678.04 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$129,978.79 
DVN Devon Energy Corporation
-0.93%
-$53,780.03 
VPL Vanguard FTSE Pacific ETF
-0.88%
-$78,200.72 
NVDA NVIDIA Corporation
-0.85%
-$80,309.63 
MSI Motorola Solutions, Inc.
-0.75%
-$51,613.76 
NUE Nucor Corporation
-0.72%
-$48,181.05 
FLMI Franklin Dynamic Municipal Bond ETF
-0.65%
-$96,943.95 
AFL Aflac Inc.
-0.64%
-$1,681.92 
JPM JPMorgan Chase & Co.
-0.63%
-$38,459.2 
FEGE First Eagle Global Equity ETF
-0.53%
-$83,052.27 
AVGO Broadcom Inc.
-0.47%
-$36,935 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$2,323.53 
HLT Hilton Worldwide Holdings Inc.
-0.34%
-$20,328.37 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.3%
-$23,747.24 
ORCL Oracle Corporation
-0.27%
-$12,171.51 
GOOG Alphabet Inc
-0.26%
-$22,689.66 
HEGD Swan Hedged Equity US Large Cap Fund
-0.24%
-$48,833.39 
IOO iShares Global 100 ETF
-0.17%
-$6,974.76 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.16%
-$540.1 
MSFT Microsoft Corp.
-0.15%
-$13,308.13 
TJUL Innovator Equity Defined Protection ETF 0725
-0.05%
-$8,467.31 
DMBS DoubleLine Mortgage ETF
-0.03%
-$5,044.77 
FLCO Franklin Investment Grade Corporate ETF
-0.03%
-$3,755.95 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 920 | Longs Won 521/920 56% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $437,752.32 |
| Average Win $215,429.41 | Best Trade (Oct 07) $4.23M | Sharpe Ratio -100.98 |
| Average Loss -$101,387.53 | Worst Trade (Oct 07) -$2.45M | Z-Score -3.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $78,027.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,636 | 3,273 | 2,909 | 2,545 | 2,182 | 1,818 | 1,455 | 1,091 | 727 | 364 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,617 | $3.51M | $6.59M | - | $3.09M | 88.14% | +0.761% |
| AAPR AAPR | 592,967 | $17,488.91 | $17,488.91 | - | - | - | 0.0 |
| ABBV AbbVie Inc. | 28,096 | $5.89M | $7.68M | - | $1.78M | 30.3% | +2.445% |
| AFL Aflac Inc. | 2,304 | $205,770.24 | $260,121.6 | - | $54,351.36 | 26.41% | -0.642% |
| AMZN Amazon.com Inc | 41,972 | $5.54M | $10.88M | - | $5.34M | 96.43% | +1.108% |
| AVEM Avantis Emerging Markets Equity ETF | 126,193 | $10.35M | $12M | - | $1.65M | 15.97% | -1.071% |
| AVGO Broadcom Inc. | 20,750 | $3.51M | $7.76M | - | $4.25M | 120.83% | -0.474% |
| BBEU JPMorgan BetaBuilders Europe Fund | 402,641 | $27.04M | $30.07M | - | $3.03M | 11.21% | -1.138% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 437,775 | $17.2M | $17.95M | - | $755,109.65 | 4.39% | -2.462% |
| BRK-B Berkshire Hathaway Inc. | 14,368 | $4.77M | $7.27M | - | $2.49M | 52.21% | +0.035% |
| CARY Angel Oak Income ETF | 412,073 | $8.56M | $8.29M | - | -$269,540.37 | -3.15% | +0.025% |
| CVS CVS Health Corporation | 75,718 | $5.62M | $6.76M | - | $1.14M | 20.23% | +3.222% |
| DMBS DoubleLine Mortgage ETF | 340,863 | $16.55M | $15.71M | - | -$836,648.73 | -5.06% | -0.032% |
| DVN Devon Energy Corporation | 120,854 | $3.88M | $5.75M | - | $1.87M | 48.28% | -0.927% |
| FEGE First Eagle Global Equity ETF | 307,601 | $14.49M | $15.52M | - | $1.02M | 7.07% | -0.532% |
| FLCO Franklin Investment Grade Corporate ETF | 751,190 | $16.09M | $15.24M | - | -$848,141.3 | -5.27% | -0.025% |
| FLMI Franklin Dynamic Municipal Bond ETF | 646,293 | $15.87M | $14.94M | - | -$926,005.38 | -5.84% | -0.645% |
| FPEI First Trust Institutional Preferred Securities and Income ETF | 431,768 | $8.21M | $7.98M | - | -$231,351.84 | -2.82% | -0.297% |
| GOOG Alphabet Inc | 25,494 | $3.41M | $8.76M | - | $5.36M | 157.28% | -0.258% |
| HEGD Swan Hedged Equity US Large Cap Fund | 751,283 | $19.03M | $20.45M | - | $1.43M | 7.5% | -0.238% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.28M, 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 $25.82M earned over time. The largest contributors to dividend income include DoubleLine Mortgage ETF - $1.71M, JPMorgan Ultra-Short Income ETF - $1.56M, First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF - $1.55M, JPMorgan BetaBuilders Europe Fund - $1.16M, and Hartford Municipal Opportunities ETF - $1.06M. 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.
2026 © Marketlog. All Rights Reserved.
