William Liberti

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
Tracking: 0 Updated: Jul 20 at 06:31 PM
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:
74.52%
Gain -1.41%
Monthly
0.99%
Yearly
12.61%
Drawdown
29.32%
$338.08M
Equity
Holdings
$338.08M
Investment
$200.8M
$137.5M
Profit -$4.02M
Realized
$213,845.74
Unrealized
$137.28M
Dividends
$16.78M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-1.41%
Profit
-$4.02M
Win %
76%
This Week
Compared To Last Week
Gain
0.39%
Profit
$1.31M
Win %
76%
This Month
Compared to last month
Gain
-3.45%
Profit
-$12.08M
Win %
76%
This Year
Compared to last year
Gain
19.73%
Profit
$55.71M
Win %
75%
SanDisk Corporation logo
SNDK SanDisk Corporation
+4.92%
+$70,596.05
Beyond Air, Inc. logo
XAIR Beyond Air, Inc.
+4.75%
+$375.7
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+4.64%
+$20,343.77
NuScale Power Corporation logo
SMR NuScale Power Corporation
+4.14%
+$3,360
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+4.07%
+$50,772.85
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+3.63%
+$642,235.09
Intel Corporation logo
INTC Intel Corporation
+3.52%
+$68,607.98
Western Digital Corporation logo
WDC Western Digital Corporation
+3.39%
+$27,506
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+2.87%
+$6,777.87
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+2.79%
+$22,000.03
Broadcom Inc. logo
AVGO Broadcom Inc.
+2.77%
+$148,246.28
ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) logo
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.67%
+$119,448.85
Shopify Inc. logo
SHOP Shopify Inc.
+2.46%
+$5,776
Salesforce Inc logo
CRM Salesforce Inc
+2.39%
+$4,808.5
GE Vernova Inc. logo
GEV GE Vernova Inc.
+2.28%
+$40,984.21
Elastic N.V. logo
ESTC Elastic N.V.
+2.22%
+$14,474.05
Fidelity Wise Origin Bitcoin Index Fund logo
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.2%
+$7,306.2
DigitalOcean Holdings Inc. logo
DOCN DigitalOcean Holdings Inc.
+2.19%
+$116,220
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.09%
+$139,267.89
CoreWeave, Inc. logo
CRWV CoreWeave, Inc.
+1.92%
+$3,737.3
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
+1.83%
+$8,454.57
Kohl's Corporation logo
KSS Kohl's Corporation
+1.82%
+$3,150
Vistra Corp logo
VST Vistra Corp
+1.8%
+$16,218.51
Global Partners L.P. logo
GLP Global Partners L.P.
+1.7%
+$7,533
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+1.7%
+$3,657.5
Alphabet Inc logo
GOOG Alphabet Inc
+1.61%
+$36,097.02
Alphabet Inc logo
GOOGL Alphabet Inc
+1.53%
+$154,203.5
Chevron Corporation logo
CVX Chevron Corporation
+1.5%
+$42,263.34
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+1.5%
+$29,664.9
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.48%
+$6,045.5
SentinelOne Inc. logo
S SentinelOne Inc.
+1.46%
+$10,545
Abbott Laboratories logo
ABT Abbott Laboratories
+1.44%
+$8,444.8
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
+1.42%
+$30,355.74
First Trust Cloud Computing ETF logo
SKYY First Trust Cloud Computing ETF
+1.41%
+$3,875.03
Dow Inc. logo
DOW Dow Inc.
+1.4%
+$4,713.66
Halliburton Company logo
HAL Halliburton Company
+1.36%
+$3,360
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.33%
+$36,096.27
Cheniere Energy Inc. logo
LNG Cheniere Energy Inc.
+1.28%
+$17,547.54
Alger AI Enablers & Adopters ETF logo
ALAI Alger AI Enablers & Adopters ETF
+1.24%
+$5,098.26
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.23%
+$192,723.15
RTX Corporation logo
RTX RTX Corporation
+1.14%
+$10,134.23
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1.03%
+$10,502.94
Alerian MLP ETF logo
AMLP Alerian MLP ETF
+1.03%
+$5,969.02
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.02%
+$16,901.15
Visa Inc. Class A logo
V Visa Inc. Class A
+0.96%
+$11,000.01
iShares Silver Trust logo
SLV iShares Silver Trust
+0.95%
+$5,766.65
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+0.95%
+$2,723.99
Eaton Vance Tax-Managed Global Diversified Equity Income Fund logo
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.94%
+$4,317.48
First Trust US Equity Opportunities ETF logo
FPX First Trust US Equity Opportunities ETF
+0.93%
+$2,203.2
BlackRock Science and Technology Trust logo
BST BlackRock Science and Technology Trust
+0.91%
+$6,862.99
First Trust NASDAQ Cybersecurity ETF logo
CIBR First Trust NASDAQ Cybersecurity ETF
+0.91%
+$3,916.92
Calamos Convertible Opportunities and Income Fund logo
CHI Calamos Convertible Opportunities and Income Fund
+0.86%
+$2,024.55
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.81%
+$7,919.38
Devon Energy Corporation logo
DVN Devon Energy Corporation
+0.8%
+$11,427.5
Global X Copper Miners ETF logo
COPX Global X Copper Miners ETF
+0.79%
+$2,481.82
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.74%
+$237,134.93
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
+0.74%
+$3,930.87
BlackRock Energy & Resources Trust logo
BGR BlackRock Energy & Resources Trust
+0.73%
+$1,749
AT&T Inc. logo
T AT&T Inc.
+0.69%
+$3,301.2
BlackRock ESG Capital Allocation Term Trust logo
ECAT BlackRock ESG Capital Allocation Term Trust
+0.69%
+$4,022.55
First Trust Energy AlphaDEX Fund logo
FXN First Trust Energy AlphaDEX Fund
+0.68%
+$1,580.5
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$13,043.28
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.67%
+$12,287.34
Fidelity Blue Chip Growth Fund logo
FBCG Fidelity Blue Chip Growth Fund
+0.61%
+$7,899.69
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+0.61%
+$2,056.72
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.61%
+$885.88
PureCycle Technologies, Inc. logo
PCT PureCycle Technologies, Inc.
+0.58%
+$1,799
Eaton Vance Tax-Managed Diversified Equity Income Fund logo
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.56%
+$3,584.56
Rubrik, Inc. logo
RBRK Rubrik, Inc.
+0.56%
+$15,431.68
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.55%
+$1,537.26
abrdn World Healthcare Fund logo
THW abrdn World Healthcare Fund
+0.53%
+$2,806.65
Eaton Vance Risk-Managed Diversified Equity Income Fund logo
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.48%
+$603
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+0.45%
+$2,856.02
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.45%
+$12,432.84
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.43%
+$1,052.81
Global X Cybersecurity ETF logo
BUG Global X Cybersecurity ETF
+0.39%
+$1,439.2
Fidelity Yield Enhanced Equity Fund logo
FYEE Fidelity Yield Enhanced Equity Fund
+0.38%
+$5,650.7
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+0.36%
+$25,851.6
Fastly, Inc. logo
FSLY Fastly, Inc.
+0.34%
+$511.07
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+0.31%
+$1,398.39
Pitney Bowes Inc. logo
PBI Pitney Bowes Inc.
+0.3%
+$3,355
Cohen & Steers Quality Income Realty Fund, Inc. logo
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.28%
+$732.73
Day Hagan/Ned Davis Research Smart Sector ETF logo
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.27%
+$681.93
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+0.25%
+$690.7
ProShares Large Cap Core Plus logo
CSM ProShares Large Cap Core Plus
+0.23%
+$617.54
First Trust Global Tactical Commodity Strategy Fund logo
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.23%
+$484.7
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.21%
+$5,522.4
Citigroup Inc. logo
C Citigroup Inc.
+0.2%
+$3,062.8
Nuveen Preferred & Income Opportunities Fund logo
JPC Nuveen Preferred & Income Opportunities Fund
+0.19%
+$841.35
Sparkline Intangible Value ETF logo
ITAN Sparkline Intangible Value ETF
+0.18%
+$2,112.45
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.18%
+$5,773.81
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.17%
+$4,703.56
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.17%
+$502.49
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.17%
+$1,414.98
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$17,259.1
Reaves Utility Income Fund logo
UTG Reaves Utility Income Fund
+0.15%
+$4,971.96
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$3,395.99
First Trust North American Energy Infrastructure Fund logo
EMLP First Trust North American Energy Infrastructure Fund
+0.14%
+$851.46
ISHARES RUSSELL 3000 ETF logo
IWV ISHARES RUSSELL 3000 ETF
+0.12%
+$815.88
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.12%
+$802.08
Nuveen Credit Strategies Income Fund logo
JQC Nuveen Credit Strategies Income Fund
+0.1%
+$623.9
Kenvue Inc. logo
KVUE Kenvue Inc.
+0.1%
+$2,849.16
CVS Health Corporation logo
CVS CVS Health Corporation
+0.1%
+$614.88
AllianceBernstein Holding L.P. logo
AB AllianceBernstein Holding L.P.
+0.09%
+$187.07
Liberty All Star Equity Fund logo
USA Liberty All Star Equity Fund
+0.09%
+$371.22
Iridium Communications Inc. logo
IRDM Iridium Communications Inc.
+0.09%
+$400
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+0.06%
+$516.25
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
+0.05%
+$150.66
Pure Cycle Corporation logo
PCYO Pure Cycle Corporation
+0.05%
+$105
VictoryShares WestEnd U.S. Sector ETF logo
MODL VictoryShares WestEnd U.S. Sector ETF
+0.02%
+$130.28
Nuveen New Jersey Quality Municipal Income Fund logo
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0
State Street Corp logo
STT State Street Corp
0%
$0
Scynexis, Inc. logo
SCYX Scynexis, Inc.
-8.08%
-$3,773.44
Qxo Inc. logo
QXO Qxo Inc.
-4.62%
-$9,642.5
Akebia Therapeutics Inc. logo
AKBA Akebia Therapeutics Inc.
-4.1%
-$880
Beam Therapeutics Inc. logo
BEAM Beam Therapeutics Inc.
-3.52%
-$9,797
Axcelis Technologies, Inc. logo
ACLS Axcelis Technologies, Inc.
-3.44%
-$16,747.99
Arrowhead Pharmaceuticals Inc. logo
ARWR Arrowhead Pharmaceuticals Inc.
-3.05%
-$324,574.5
3D Systems Corporation logo
DDD 3D Systems Corporation
-2.79%
-$7,011.9
Monte Rosa Therapeutics, Inc. logo
GLUE Monte Rosa Therapeutics, Inc.
-2.48%
-$6,160.39
Enovix Corporation logo
ENVX Enovix Corporation
-2.44%
-$27,866.92
Oracle Corporation logo
ORCL Oracle Corporation
-2.43%
-$11,435.75
Blackstone Inc. logo
BX Blackstone Inc.
-2.4%
-$90,944.64
Netflix, Inc. logo
NFLX Netflix, Inc.
-2.35%
-$9,460.8
Perspective Therapeutics Inc. logo
CATX Perspective Therapeutics Inc.
-2.34%
-$2,310
Apple Inc. logo
AAPL Apple Inc.
-2.33%
-$625,121.51
Stereotaxis Inc. logo
STXS Stereotaxis Inc.
-2.26%
-$2,397.5
United Rentals, Inc. logo
URI United Rentals, Inc.
-2.22%
-$67,621.92
The Toronto-Dominion Bank logo
TD The Toronto-Dominion Bank
-2.19%
-$8,812.89
Weyerhaeuser Company logo
WY Weyerhaeuser Company
-2.19%
-$13,375
Morgan Stanley logo
MS Morgan Stanley
-2.16%
-$23,250
Tesla, Inc. logo
TSLA Tesla, Inc.
-2.15%
-$54,653
General Electric Company logo
GE General Electric Company
-2.15%
-$26,140.07
SPDR S&P Homebuilders ETF logo
XHB SPDR S&P Homebuilders ETF
-2%
-$12,538.8
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.99%
-$24,878.49
Eli Lilly and Company logo
LLY Eli Lilly and Company
-1.96%
-$16,918.69
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
-1.93%
-$11,719.8
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-1.9%
-$16,165.56
American Tower Corporation logo
AMT American Tower Corporation
-1.83%
-$5,339.87
ImmunityBio, Inc. logo
IBRX ImmunityBio, Inc.
-1.76%
-$15,977.25
Autolus Therapeutics plc American Depositary Receipt logo
AUTL Autolus Therapeutics plc American Depositary Receipt
-1.74%
-$250
Lam Research Corporation logo
LRCX Lam Research Corporation
-1.73%
-$7,168.24
Deere & Company logo
DE Deere & Company
-1.7%
-$5,379.49
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-1.7%
-$3,420.44
Caterpillar Inc. logo
CAT Caterpillar Inc.
-1.67%
-$49,797.69
Walmart Inc. logo
WMT Walmart Inc.
-1.64%
-$21,940.71
DraftKings Inc. logo
DKNG DraftKings Inc.
-1.6%
-$4,120
CSX Corporation logo
CSX CSX Corporation
-1.49%
-$5,561.33
KLA Corporation logo
KLAC KLA Corporation
-1.45%
-$5,191.2
Boeing Company logo
BA Boeing Company
-1.43%
-$36,766.32
Altimmune, Inc. logo
ALT Altimmune, Inc.
-1.39%
-$5,278
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.39%
-$22,908.11
Humacyte, Inc. logo
HUMA Humacyte, Inc.
-1.25%
-$1,697.35
Nike, Inc. - Class B logo
NKE Nike, Inc. - Class B
-1.22%
-$2,129.3
Indie Semiconductor, Inc. logo
INDI Indie Semiconductor, Inc.
-1.18%
-$900
Wells Fargo & Company logo
WFC Wells Fargo & Company
-1.03%
-$2,375.62
ZenaTech, Inc. logo
ZENA ZenaTech, Inc.
-1.01%
-$945
Lightpath Technologies Inc. logo
LPTH Lightpath Technologies Inc.
-0.96%
-$11,550
Seacoast Banking Corporation of Florida logo
SBCF Seacoast Banking Corporation of Florida
-0.94%
-$5,504
First Trust Water ETF logo
FIW First Trust Water ETF
-0.93%
-$4,393.86
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.88%
-$10,515.18
Jumia Technologies AG logo
JMIA Jumia Technologies AG
-0.85%
-$3,220.8
KeyCorp logo
KEY KeyCorp
-0.83%
-$2,674.23
Bank of America Corporation logo
BAC Bank of America Corporation
-0.81%
-$10,220.26
Pfizer Inc. logo
PFE Pfizer Inc.
-0.8%
-$15,214.92
Procter & Gamble Co logo
PG Procter & Gamble Co
-0.77%
-$9,460.88
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.73%
-$6,039.34
Danaher Corporation logo
DHR Danaher Corporation
-0.69%
-$3,228.4
First Trust NYSE Arca Biotechnology Index Fund logo
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.63%
-$4,058.45
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,818.22
Webster Financial Corporation logo
WBS Webster Financial Corporation
-0.62%
-$1,449.23
Tractor Supply Company logo
TSCO Tractor Supply Company
-0.61%
-$1,031.37
iShares 20+ Year Treasury Bond BuyWrite Fund logo
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.57%
-$1,833.75
Global X Nasdaq 100 Covered Call ETF logo
QYLD Global X Nasdaq 100 Covered Call ETF
-0.56%
-$5,888.9
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-0.55%
-$3,665.18
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.54%
-$54,796.8
First Trust Utilities AlphaDEX Fund logo
FXU First Trust Utilities AlphaDEX Fund
-0.53%
-$1,827.97
Consumer Staples Select Sector SPDR Fund logo
XLP Consumer Staples Select Sector SPDR Fund
-0.51%
-$1,759.58
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
-0.51%
-$1,506.5
BlackRock MuniHoldings New Jersey Quality Fund, Inc. logo
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.49%
-$2,477.64
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.48%
-$2,428.86
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.47%
-$9,983.12
BlackRock Enhanced Equity Dividend Trust logo
BDJ BlackRock Enhanced Equity Dividend Trust
-0.47%
-$819.45
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-0.45%
-$1,994.86
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$1,450.4
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
-0.4%
-$2,031.12
First Trust Dow 30 Equal Weight ETF logo
EDOW First Trust Dow 30 Equal Weight ETF
-0.37%
-$1,156.22
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
-0.37%
-$2,536.22
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.36%
-$9,282.33
iShares Core Aggressive Allocation ETF logo
AOA iShares Core Aggressive Allocation ETF
-0.36%
-$1,062.95
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
-0.36%
-$845.6
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.36%
-$1,044.12
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
-0.35%
-$2,983.12
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
-0.34%
-$4,749.48
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
-0.32%
-$3,872.99
Amgen Inc. logo
AMGN Amgen Inc.
-0.31%
-$3,162.53
DexCom, Inc. logo
DXCM DexCom, Inc.
-0.31%
-$940
McDonald's Corporation logo
MCD McDonald's Corporation
-0.3%
-$605.89
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
-0.29%
-$793
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$1,373.04
First Trust Small Cap Core AlphaDEX Fund logo
FYX First Trust Small Cap Core AlphaDEX Fund
-0.29%
-$1,110.83
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$4,807.95
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.27%
-$1,822.2
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$1,220.04
Nuveen S&P 500 Dynamic Overwrite Fund logo
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.27%
-$821.3
Comstock Inc. logo
LODE Comstock Inc.
-0.26%
-$110
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$804.58
Eaton Vance Limited Duration Income Fund logo
EVV Eaton Vance Limited Duration Income Fund
-0.23%
-$758
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.21%
-$754.26
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
-0.21%
-$1,134
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$2,068.23
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
-0.17%
-$497.51
PIMCO Corporate & Income Opportunity Fund logo
PTY PIMCO Corporate & Income Opportunity Fund
-0.17%
-$922.96
TG Therapeutics, Inc. logo
TGTX TG Therapeutics, Inc.
-0.16%
-$1,080
ROBO Global Robotics & Automation Index ETF logo
ROBO ROBO Global Robotics & Automation Index ETF
-0.16%
-$385
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
-0.16%
-$338.72
Invesco S&P 500 Revenue ETF logo
RWL Invesco S&P 500 Revenue ETF
-0.15%
-$394.87
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.14%
-$848.76
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.13%
-$1,731.62
Cohen & Steers REIT and Preferred and Income Fund Inc. logo
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.12%
-$282.5
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-0.12%
-$431.37
Franklin Massachusetts Municipal Income ETF logo
FTMA Franklin Massachusetts Municipal Income ETF
-0.11%
-$364.92
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$1,988.76
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.09%
-$368.97
Eaton Vance Enhanced Equity Income Fund II logo
EOS Eaton Vance Enhanced Equity Income Fund II
-0.09%
-$222.7
iShares Core International Stock ETF logo
IXUS iShares Core International Stock ETF
-0.09%
-$730.15
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$657.8
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$472.5
Eaton Vance Tax-Managed Buy-Write Opportunities Fund logo
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.07%
-$366.18
PIMCO Municipal Income Fund II logo
PML PIMCO Municipal Income Fund II
-0.07%
-$75
First Trust Small Cap Growth Fund logo
FYC First Trust Small Cap Growth Fund
-0.06%
-$192
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
-0.05%
-$1,427.24
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$147.88
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-0.04%
-$555.55
Organon & Co. logo
OGN Organon & Co.
-0.04%
-$62.56
First Trust Low Duration Opportunities ETF logo
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$140.91
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$79.5
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
3146
Longs Won
1757/3146 55%
Profit Factor
2.68
Profitability
Shorts Won
0/0 0%
Standard Deviation
$716,422.62
Average Win
$124,767.32
Best Trade
(Jul 22) $25.14M
Sharpe Ratio
-13.19
Average Loss
-$58,831.84
Worst Trade
(Nov 27) -$10.88M
Z-Score
-3.14 (100%)
Commissions
$0
Avg. Trade Length
1y 10m 1w 6d
Expectancy
$43,705.9
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% 0.24%
Consecutive Losing Trades 5,747 5,172 4,598 4,023 3,448 2,874 2,299 1,724 1,149 575
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
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 William Liberti?
The largest contributions to the portfolio's profits come from the following stocks: Avadel Pharmaceuticals plc - $41.14M, NVIDIA Corporation - $8.61M, NuScale Power Corporation - $1.06M, Ondas Holdings Inc - $950,083.5, and Impinj, Inc - $945,920.65. 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 - $21.6M, 3D Systems Corporation - $4.61M, The Trade Desk, Inc. Class A - $3.58M, Roku, Inc - $3.51M, and Beyond Air, Inc - $2.91M. 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 $16.78M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $782,703.32, JPMorgan Chase & Co - $648,185.8, JPMorgan Equity Premium Income Fund - $560,227.32, Blackstone Inc - $549,127.01, and JPMorgan Nasdaq Equity Premium Income ETF - $546,792.96. 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.
Account USV