Michael Puryear Portfolio
Invests via Westwood Wealth Management | Managed by Michael Puryear
Invests via Westwood Wealth Management
Managed by Michael Puryear
Automatically Tracked
Michael Puryear Profile
With a diverse entrepreneurial background, Michael Puryear has established himself as a significant player in various sectors. He is known for his strategic leadership and commitment to innovation across different business ventures. His experience spans multiple industries, where he has successfully driven growth and transformation initiatives. A recognized figure in the entrepreneurial community, he blends operational expertise with an investment-oriented mindset. Puryear's ability to navigate complex market dynamics makes him an influential operator within his circles, often focusing on scalable solutions that align with evolving consumer demands.
With a diverse entrepreneurial background, Michael Puryear has established himself as a significant player in various sectors. He is known for his strategic leadership and commitment to innovation across different business ventures. His experience spans multiple industries, where he has successfully driven growth and transformation initiatives. A recognized figure in the entrepreneurial community, he blends operational expertise with an investment-oriented mindset. Puryear's ability to navigate complex market dynamics makes him an influential operator within his circles, often focusing on scalable solutions that align with evolving consumer demands.
Investment Philosophy & Strategy
Michael Puryear embodies a transformative leadership style, merging strategic foresight with entrepreneurial agility. His keen insight into market evolution drives his investment acumen, often favoring scalable business models that resonate with emerging consumer trends. By fostering operational excellence and innovation across various sectors, he continually enhances value creation in each venture. This multifaceted approach empowers him to identify lucrative opportunities while championing sustainable growth trajectories. Through a combination of hands-on experience and proactive decision-making, he is well-positioned to capitalize on dynamic market shifts.
Michael Puryear embodies a transformative leadership style, merging strategic foresight with entrepreneurial agility. His keen insight into market evolution drives his investment acumen, often favoring scalable business models that resonate with emerging consumer trends. By fostering operational excellence and innovation across various sectors, he continually enhances value creation in each venture. This multifaceted approach empowers him to identify lucrative opportunities while championing sustainable growth trajectories. Through a combination of hands-on experience and proactive decision-making, he is well-positioned to capitalize on dynamic market shifts.
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:
298.79%
Gain +1.07%
Monthly
2.56%
Yearly
35.44%
Drawdown
39.65%
$338.04M
Equity
Holdings
$338.04M
Investment
$251.75M
$279.01M
Profit +$3.64M
Realized
$191.74M
Unrealized
$87.27M
Dividends
$3.74M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.07%
Profit
$3.64M
Win %
86%
This Week
Compared To Last Week
Gain
9.69%
Profit
$29.85M
Win %
86%
This Month
Compared to last month
Gain
9.69%
Profit
$29.85M
Win %
86%
This Year
Compared to last year
Gain
-1.98%
Profit
-$6.82M
Win %
67%
SPCX Space Exploration Technologies Corp. Class A
+15.83%
+$219,007.6 
OKLO Oklo Inc.
+14.77%
+$605,805.2 
PLTR Palantir Technologies Inc.
+10.32%
+$529,344.73 
MRNA Moderna, Inc.
+9.86%
+$282,173.4 
UBER Uber Technologies, Inc.
+6.46%
+$106,774.78 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+5.99%
+$1.39M 
JOBY Joby Aviation, Inc.
+4.98%
+$16,728 
RVMD Revolution Medicines Inc.
+3.71%
+$25,800.06 
TNA Direxion Daily Small Cap Bull 3X Shares
+3.25%
+$31,114 
TSLA Tesla, Inc.
+2.83%
+$174,139.91 
BX Blackstone Inc.
+2.76%
+$9,476 
IBB iShares Biotechnology ETF
+2.46%
+$31,284.07 
QLD ProShares Ultra QQQ
+2.31%
+$453,388 
NVDA NVIDIA Corporation
+2.27%
+$2.77M 
SMH VanEck Semiconductor ETF
+1.96%
+$150,628.9 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.76%
+$88,928.2 
AVGO Broadcom Inc.
+1.71%
+$318,445.1 
IYW iShares U.S. Technology ETF
+1.38%
+$19,341.42 
EXPE Expedia Group, Inc.
+1.34%
+$3,287.98 
PANW Palo Alto Networks, Inc.
+1.22%
+$61,180 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$41,120.7 
JNJ Johnson & Johnson
+0.88%
+$3,157.19 
FDX FedEx Corporation
+0.85%
+$2,092.51 
AMZN Amazon.com Inc
+0.81%
+$64,018.14 
GS The Goldman Sachs Group, Inc.
+0.68%
+$3,479.86 
DFUS Dimensional U.S. Equity Market ETF
+0.68%
+$4,229.4 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$5,597.71 
VOO Vanguard S&P 500 ETF
+0.61%
+$2,672.2 
META Meta Platforms Inc Class A
+0.37%
+$46,309.07 
JPM JPMorgan Chase & Co.
+0.34%
+$3,084.16 
AAPL Apple Inc.
+0.29%
+$37,678.19 
DIS The Walt Disney Company
+0.22%
+$695.75 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$9,930 
MSFT Microsoft Corp.
+0.03%
+$2,831.14 
ET Energy Transfer L.P.
-2.61%
-$8,394.84 
ARM Arm Holdings plc American Depositary Receipt
-1.43%
-$118,614.02 
AMD Advanced Micro Devices, Inc.
-1.21%
-$74,988.77 
GOOGL Alphabet Inc
-0.96%
-$253,727.54 
GOOG Alphabet Inc
-0.88%
-$18,550.35 
UNP Union Pacific Corporation
-0.76%
-$5,062.5 
DAL Delta Air Lines, Inc.
-0.7%
-$3,040 
LLY Eli Lilly and Company
-0.52%
-$1,613.56 
COST Costco Wholesale Corporation
-0.14%
-$292.6 Events
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Dividends
Dividend Analysis
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| Trades 745 | Longs Won 413/745 55% | Profit Factor 8.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.92M |
| Average Win $763,258.85 | Best Trade (Dec 31) $65.87M | Sharpe Ratio -9.41 |
| Average Loss -$109,097.84 | Worst Trade (Jun 30) -$1.69M | Z-Score -1.23 (78.31%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $374,503.92 |
| 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% | 0.14% | 4.46% |
| Consecutive Losing Trades | 3,096 | 2,786 | 2,477 | 2,167 | 1,858 | 1,548 | 1,238 | 929 | 619 | 310 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael Puryear?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $111.72M, Broadcom Inc - $14.75M, Apple Inc - $10.12M, Direxion Daily Semiconductor Bull 3X Shares - $9.74M, and Oklo Inc - $9.66M. 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: PayPal Holdings Inc - $2.71M, Block, Inc - $2.07M, Nike, Inc. - Class B - $1.26M, General Motors Company - $1.02M, and The Walt Disney Company - $961,339.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Puryear's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.74M earned over time. The largest contributors to dividend income include Apple Inc - $592,189.46, Microsoft Corp - $347,576.27, Broadcom Inc - $232,264.78, NVIDIA Corporation - $194,246.95, and Union Pacific Corporation - $140,283. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Puryear's monthly returns?
Michael Puryear's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael Puryear's strategy be considered aggressive or moderate?
Michael Puryear's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Puryear's strategy?
Michael Puryear's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
