William Liberti Portfolio
Invests via Wealth Effects LLC | Managed by William A. Liberti
Invests via Wealth Effects LLC
Managed by William A. Liberti
Automatically Tracked
William Liberti Profile
William Liberti has built a noteworthy career as an entrepreneur and investor within the technology sector. He is recognized for founding several innovative startups that leverage cutting-edge solutions to address market needs. With a strong focus on transforming ideas into viable businesses, his ventures have consistently attracted attention from venture capitalists looking to capitalize on disruptive technologies. His deep understanding of both operational execution and market dynamics positions him as a key figure in shaping the entrepreneurial landscape. Moreover, he actively mentors aspiring entrepreneurs, thereby contributing to the growth of new ventures within emerging tech markets.
William Liberti has built a noteworthy career as an entrepreneur and investor within the technology sector. He is recognized for founding several innovative startups that leverage cutting-edge solutions to address market needs. With a strong focus on transforming ideas into viable businesses, his ventures have consistently attracted attention from venture capitalists looking to capitalize on disruptive technologies. His deep understanding of both operational execution and market dynamics positions him as a key figure in shaping the entrepreneurial landscape. Moreover, he actively mentors aspiring entrepreneurs, thereby contributing to the growth of new ventures within emerging tech markets.
Investment Philosophy & Strategy
In the dynamic landscape of technology, William Liberti exemplifies a forward-thinking approach to investment and entrepreneurship. His strategic initiatives prioritize scalability and innovation, particularly within startups harnessing transformative technologies. By meticulously analyzing market trends and customer needs, he identifies high-potential opportunities that drive sustainable growth. His hands-on experience in founding successful ventures not only informs his investment decisions but also underscores a commitment to operational excellence. The mentorship he provides further strengthens the entrepreneurial ecosystem, enhancing prospects for emerging tech innovators.
In the dynamic landscape of technology, William Liberti exemplifies a forward-thinking approach to investment and entrepreneurship. His strategic initiatives prioritize scalability and innovation, particularly within startups harnessing transformative technologies. By meticulously analyzing market trends and customer needs, he identifies high-potential opportunities that drive sustainable growth. His hands-on experience in founding successful ventures not only informs his investment decisions but also underscores a commitment to operational excellence. The mentorship he provides further strengthens the entrepreneurial ecosystem, enhancing prospects for emerging tech innovators.
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:
93.55%
Gain -0.05%
Monthly
1.01%
Yearly
12.79%
Drawdown
29.41%
$365.31M
Equity
Holdings
$365.31M
Investment
$222.06M
$143.18M
Profit -$242,399.63
Realized
-$82,153.53
Unrealized
$143.26M
Dividends
$17.31M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$242,399.63
Win %
75%
This Week
Compared To Last Week
Gain
-1.6%
Profit
-$5.95M
Win %
75%
This Month
Compared to last month
Gain
-0.34%
Profit
-$1.23M
Win %
75%
This Year
Compared to last year
Gain
-1.21%
Profit
-$4.48M
Win %
74%
MSI Motorola Solutions, Inc.
+8.14%
+$23,172.49 
LSCC Lattice Semiconductor Corporation
+7.55%
+$17,761.77 
INDI Indie Semiconductor, Inc.
+7.37%
+$5,000 
CVS CVS Health Corporation
+6.3%
+$40,106.25 
SPCX Space Exploration Technologies Corp. Class A
+6.14%
+$47,653.9 
DXCM DexCom, Inc.
+5.18%
+$17,120 
BGR BlackRock Energy & Resources Trust
+4.68%
+$11,100 
SCYX Scynexis, Inc.
+4.65%
+$3,329.76 
FXN First Trust Energy AlphaDEX Fund
+4.49%
+$9,975 
XLE Energy Select Sector SPDR Fund
+3.91%
+$37,934.4 
GLUE Monte Rosa Therapeutics, Inc.
+3.01%
+$4,746.53 
ABEO Abeona Therapeutics Inc.
+2.72%
+$5,041.25 
IRDM Iridium Communications Inc.
+2.56%
+$11,780 
DVN Devon Energy Corporation
+2.42%
+$33,303 
AMD Advanced Micro Devices, Inc.
+2.21%
+$25,150.61 
CATX Perspective Therapeutics Inc.
+2.04%
+$2,100 
SHOP Shopify Inc.
+1.98%
+$5,628.73 
ESTC Elastic N.V.
+1.92%
+$5,179.09 
DKNG DraftKings Inc.
+1.88%
+$4,223 
STX Seagate Technology Holdings plc
+1.82%
+$15,290.03 
AMLP Alerian MLP ETF
+1.77%
+$10,266.24 
ET Energy Transfer L.P.
+1.62%
+$4,558.62 
AVGO Broadcom Inc.
+1.54%
+$84,679.56 
TJX The TJX Companies, Inc.
+1.34%
+$4,682.32 
KLAC KLA Corporation
+1.26%
+$4,074 
FXU First Trust Utilities AlphaDEX Fund
+1.23%
+$4,069.82 
CVX Chevron Corporation
+1.12%
+$30,710.46 
FTGC First Trust Global Tactical Commodity Strategy Fund
+1.08%
+$2,312.6 
VPU Vanguard Utilities ETF
+1.02%
+$5,025.69 
META Meta Platforms Inc Class A
+0.9%
+$58,432.28 
IBRX ImmunityBio, Inc.
+0.9%
+$7,920.25 
EPD Enterprise Products Partners L.P.
+0.87%
+$3,530.99 
PCYO Pure Cycle Corporation
+0.85%
+$1,890 
PML PIMCO Municipal Income Fund II
+0.82%
+$900 
BMY Bristol-Myers Squibb Company
+0.82%
+$7,163 
NOW ServiceNow, Inc.
+0.79%
+$3,436.2 
ARKK ARK Innovation ETF Fund
+0.76%
+$1,550.34 
ITAN Sparkline Intangible Value ETF
+0.73%
+$9,062.72 
COST Costco Wholesale Corporation
+0.62%
+$5,221.25 
ANGO Angiodynamics Inc.
+0.47%
+$1,214.5 
AAPL Apple Inc.
+0.45%
+$111,820.67 
VZ Verizon Communications Inc.
+0.45%
+$6,706.35 
GOOG Alphabet Inc
+0.43%
+$39,261.5 
V Visa Inc. Class A
+0.28%
+$3,387.27 
PEP PepsiCo, Inc.
+0.23%
+$490.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$593.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$1,037.96 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$2,715.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$609.04 
MA Mastercard Incorporated
+0.11%
+$277.76 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$653.82 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$213.35 
SDY SPDR S&P Dividend ETF
+0.06%
+$135.9 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$303.63 
ADM Archer-Daniels-Midland Co
0%
$0 
AKBA Akebia Therapeutics Inc.
0%
$0 
ALT Altimmune, Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
ARWR Arrowhead Pharmaceuticals Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AUTL Autolus Therapeutics plc American Depositary Receipt
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 
BEAM Beam Therapeutics Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDD 3D Systems Corporation
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
ENVX Enovix Corporation
0%
$0 
GFS GlobalFoundries Inc.
0%
$0 
GLP Global Partners L.P.
0%
$0 
GLW Corning Incorporated
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IMRX Immuneering Corporation
0%
$0 
JMIA Jumia Technologies AG
0%
$0 
KEY KeyCorp
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PBI Pitney Bowes Inc.
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
RTX RTX Corporation
0%
$0 
SMR NuScale Power Corporation
0%
$0 
STT State Street Corp
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
URI United Rentals, Inc.
0%
$0 
VST Vistra Corp
0%
$0 
WDC Western Digital Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RWL Invesco S&P 500 Revenue ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
BST BlackRock Science and Technology Trust
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
FYEE Fidelity Yield Enhanced Equity Fund
0%
$0 
RBRK Rubrik, Inc.
0%
$0 
QXO Qxo Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
FTMA Franklin Massachusetts Municipal Income ETF
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
NMZ Nuveen Municipal High Income Opportunity Fund
0%
$0 
QBTS D-Wave Quantum Inc.
-24.22%
-$71,743 
LPTH Lightpath Technologies Inc.
-13.51%
-$185,085 
LODE Comstock Inc.
-11.61%
-$3,960 
NBIS Nebius Group N.V.
-10.11%
-$43,153.52 
ZENA ZenaTech, Inc.
-7.91%
-$7,425 
BUG Global X Cybersecurity ETF
-7.64%
-$33,767.98 
SKYY First Trust Cloud Computing ETF
-6.83%
-$21,096.24 
SLV iShares Silver Trust
-6.62%
-$54,158.58 
XHB SPDR S&P Homebuilders ETF
-6.48%
-$39,854.17 
PPLT abrdn Physical Platinum Shares ETF
-6.17%
-$9,700 
KSS Kohl's Corporation
-6.16%
-$12,100 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$27,793.08 
VGT Vanguard Information Technology ETF
-5.49%
-$57,283.83 
IAU iShares Gold Trust
-4.61%
-$17,174.56 
FBCG Fidelity Blue Chip Growth Fund
-4.6%
-$60,572.16 
AMGN Amgen Inc.
-4.37%
-$51,738.05 
ALAI Alger AI Enablers & Adopters ETF
-4.21%
-$18,334.89 
ACLS Axcelis Technologies, Inc.
-4.06%
-$19,763.55 
FIW First Trust Water ETF
-3.93%
-$21,017.35 
DRAM Roundhill Memory ETF
-3.84%
-$24,057.25 
CHD Church & Dwight Co., Inc.
-3.5%
-$13,921.04 
ECAT BlackRock ESG Capital Allocation Term Trust
-3.35%
-$19,540.04 
BA Boeing Company
-3.35%
-$95,724.36 
KMB Kimberly-Clark Corporation
-3.1%
-$15,245.88 
CVLC Calvert US Large Cap Core Responsible Index Fund
-3.08%
-$8,120.5 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-3.03%
-$10,268.55 
MODL VictoryShares WestEnd U.S. Sector ETF
-2.96%
-$19,780.32 
EDOW First Trust Dow 30 Equal Weight ETF
-2.95%
-$8,855.94 
IWV ISHARES RUSSELL 3000 ETF
-2.94%
-$20,161.65 
CSM ProShares Large Cap Core Plus
-2.93%
-$8,359.82 
FPX First Trust US Equity Opportunities ETF
-2.8%
-$6,622.57 
CHI Calamos Convertible Opportunities and Income Fund
-2.79%
-$6,649.92 
HUMA Humacyte, Inc.
-2.66%
-$13,462.03 
FYX First Trust Small Cap Core AlphaDEX Fund
-2.65%
-$10,464.46 
MU Micron Technology, Inc.
-2.6%
-$450,845.6 
ALKS Alkermes plc
-2.5%
-$7,068 
DHR Danaher Corporation
-2.44%
-$11,258.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$5,677.86 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$23,597.81 
TGTX TG Therapeutics, Inc.
-2.3%
-$12,595 
XAIR Beyond Air, Inc.
-2.29%
-$110.27 
IXUS iShares Core International Stock ETF
-2.21%
-$18,382.6 
STXS Stereotaxis Inc.
-2.16%
-$2,055 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$10,836.8 
UNH UnitedHealth Group Incorporated
-2.13%
-$43,065.9 
SPYI NEOS S&P 500 High Income ETF
-2.11%
-$9,314.94 
BX Blackstone Inc.
-1.9%
-$86,117.79 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-1.87%
-$10,271.8 
GE General Electric Company
-1.75%
-$23,331.66 
GEV GE Vernova Inc.
-1.74%
-$31,434.84 
PFE Pfizer Inc.
-1.55%
-$31,233.2 
WY Weyerhaeuser Company
-1.51%
-$9,750 
NEE NextEra Energy, Inc.
-1.5%
-$17,362.11 
NFLX Netflix, Inc.
-1.43%
-$7,138.04 
TRV The Travelers Companies, Inc.
-1.39%
-$6,407.72 
IBM International Business Machines Corporation
-1.35%
-$47,238.9 
GOOGL Alphabet Inc
-1.29%
-$136,094.11 
INTC Intel Corporation
-1.24%
-$23,381.21 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$9,346.48 
BSTZ BlackRock Science and Technology Term Trust
-1.1%
-$2,933.7 
UTG Reaves Utility Income Fund
-1.05%
-$33,613.85 
JNJ Johnson & Johnson
-1.03%
-$18,407.27 
VRT Vertiv Holdings Co
-1%
-$18,146.27 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.99%
-$4,955.28 
ABBV AbbVie Inc.
-0.97%
-$25,814.4 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.9%
-$5,942.17 
PANW Palo Alto Networks, Inc.
-0.87%
-$5,953.26 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.73%
-$1,695 
ITA iShares U.S. Aerospace & Defense ETF
-0.65%
-$1,403.44 
JPC Nuveen Preferred & Income Opportunities Fund
-0.65%
-$2,804.5 
TSLA Tesla, Inc.
-0.63%
-$13,234.97 
JQC Nuveen Credit Strategies Income Fund
-0.63%
-$3,723.39 
DOCN DigitalOcean Holdings Inc.
-0.62%
-$33,752.95 
IONQ IonQ, Inc.
-0.53%
-$1,383.27 
PTY PIMCO Corporate & Income Opportunity Fund
-0.51%
-$2,778.78 
JPM JPMorgan Chase & Co.
-0.48%
-$51,906.16 
THW abrdn World Healthcare Fund
-0.45%
-$2,399.7 
FYC First Trust Small Cap Growth Fund
-0.44%
-$1,801.25 
LMBS First Trust Low Duration Opportunities ETF
-0.44%
-$2,066.68 
WBS Webster Financial Corporation
-0.43%
-$992.8 
WMT Walmart Inc.
-0.33%
-$4,542.86 
XLF Financial Select Sector SPDR Fund
-0.33%
-$1,004.72 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$6,642.5 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$2,251.47 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$638.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$1,385.06 
IYW iShares U.S. Technology ETF
-0.27%
-$816 
CEG Constellation Energy Corporation
-0.24%
-$1,239.69 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.24%
-$355.92 
ABT Abbott Laboratories
-0.24%
-$1,661.75 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$768.69 
MRVL Marvell Technology, Inc.
-0.23%
-$2,003.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$1,492.45 
RDVY First Trust Rising Dividend Achievers ETF
-0.17%
-$5,009.76 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,343.14 
IVV iShares Core S&P 500 ETF
-0.16%
-$6,849.81 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$1,105.56 
AMZN Amazon.com Inc
-0.14%
-$24,911 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$3,288.08 
SBCF Seacoast Banking Corporation of Florida
-0.11%
-$687.97 
NVDA NVIDIA Corporation
-0.1%
-$36,154.39 
S SentinelOne Inc.
-0.1%
-$753 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.08%
-$1,514.65 
AB AllianceBernstein Holding L.P.
-0.08%
-$181.49 
VUG Vanguard Growth ETF
-0.08%
-$2,366.7 
OGN Organon & Co.
-0.07%
-$139.12 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$198.34 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.05%
-$144.3 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.05%
-$239.86 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$127.24 
ROBO ROBO Global Robotics & Automation Index ETF
-0.04%
-$110.4 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$107.41 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3351 | Longs Won 1933/3351 57% | Profit Factor 2.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $714,765.63 |
| Average Win $119,674.76 | Best Trade (Sep 08) $27.41M | Sharpe Ratio -109.63 |
| Average Loss -$62,168.24 | Worst Trade (Nov 27) -$10.88M | Z-Score 8.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 2d | Expectancy $42,726.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 79,306 | $14.03M | $24.78M | - | $10.75M | 76.62% | +0.453% |
| AB AllianceBernstein Holding L.P. | 6,050 | $224,946.9 | $224,273.5 | - | -$673.4 | -0.3% | -0.081% |
| ABBV AbbVie Inc. | 10,756 | $1.6M | $2.62M | - | $1.02M | 63.69% | -0.975% |
| ABEO Abeona Therapeutics Inc. | 27,250 | $168,405 | $190,341.25 | - | $21,936.25 | 13.03% | +2.721% |
| ABT Abbott Laboratories | 6,647 | $879,975.39 | $700,992.62 | - | -$178,982.77 | -20.34% | -0.236% |
| ACLS Axcelis Technologies, Inc. | 3,561 | $286,090.74 | $466,918.32 | - | $180,827.58 | 63.21% | -4.061% |
| ADM Archer-Daniels-Midland Co | 6,300 | $302,463 | $488,754 | - | $186,291 | 61.59% | 0.0 |
| AKBA Akebia Therapeutics Inc. | 12,000 | $23,730 | $15,480 | - | -$8,250 | -34.77% | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 14,490 | $1.59M | $4.61M | - | $3.03M | 190.54% | 0.0 |
| ALAI Alger AI Enablers & Adopters ETF | 9,701 | $307,806.62 | $417,143 | - | $109,336.38 | 35.52% | -4.21% |
| ALKS Alkermes plc | 5,700 | $273,999 | $275,709 | - | $1,710 | 0.62% | -2.499% |
| ALT Altimmune, Inc. | 122,650 | $502,302.5 | $371,629.5 | - | -$130,673 | -26.01% | 0.0 |
| AMAT Applied Materials, Inc. | 2,710 | $496,119.7 | $1.45M | - | $951,670.67 | 191.82% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 2,366 | $506,702.56 | $1.17M | - | $658,978.32 | 130.05% | +2.205% |
| AMGN Amgen Inc. | 2,905 | $689,498.48 | $1.13M | - | $443,509.59 | 64.32% | -4.367% |
| AMLP Alerian MLP ETF | 10,694 | $444,959.89 | $591,592.08 | - | $146,632.19 | 32.95% | +1.766% |
| AMT American Tower Corporation | 1,652 | $455,929.8 | $277,651.65 | - | -$178,278.15 | -39.1% | 0.0 |
| AMZN Amazon.com Inc | 63,876 | $10.68M | $17.39M | - | $6.71M | 62.8% | -0.143% |
| ANGO Angiodynamics Inc. | 17,350 | $237,001 | $262,158.5 | - | $25,157.5 | 10.61% | +0.465% |
| ARKK ARK Innovation ETF Fund | 2,673 | $216,031.86 | $205,179.48 | - | -$10,852.38 | -5.02% | +0.761% |
No Data
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 William Liberti?
The largest contributions to the portfolio's profits come from the following stocks: Avadel Pharmaceuticals plc - $41.14M, NVIDIA Corporation - $8.61M, Marathon Petroleum Corporation - $1.27M, Micron Technology, Inc - $1.21M, and NuScale Power Corporation - $1.06M. 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: Seelos Therapeutics Inc - $21.92M, 3D Systems Corporation - $4.61M, Scynexis, Inc - $4.11M, The Trade Desk, Inc. Class A - $3.58M, and Roku, Inc - $3.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Liberti's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.31M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $760,930.3, JPMorgan Chase & Co - $693,452.8, Blackstone Inc - $592,185.92, JPMorgan Equity Premium Income Fund - $581,011.3, and JPMorgan Nasdaq Equity Premium Income ETF - $557,486.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Liberti's monthly returns?
William Liberti'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 William Liberti's strategy be considered aggressive or moderate?
William Liberti'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 William Liberti's strategy?
William Liberti'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.
