AAM
Amir Ali Monsefi Portfolio
Invests via Aire Advisors LLC | Managed by Amir Ali Monsefi, Sharon Nassir
Invests via Aire Advisors LLC
Managed by Amir Ali Monsefi, Sharon Nassir
Automatically Tracked
Amir Ali Monsefi Profile
Amir Ali Monsefi stands out as a forward-thinking investor-operator with significant influence in the technology sector. His career is characterized by a successful blend of entrepreneurial ventures and strategic leadership roles, which have positioned him at the intersection of innovation and market growth. With extensive experience managing early-stage startups through critical growth phases, he plays an essential role in driving technological advancements and product development initiatives. Recognized for his unique ability to identify emerging trends within digital platforms, Amir leverages his expertise to catalyze collaboration among industry leaders while fostering vibrant networks that enhance value creation across sectors.
Amir Ali Monsefi stands out as a forward-thinking investor-operator with significant influence in the technology sector. His career is characterized by a successful blend of entrepreneurial ventures and strategic leadership roles, which have positioned him at the intersection of innovation and market growth. With extensive experience managing early-stage startups through critical growth phases, he plays an essential role in driving technological advancements and product development initiatives. Recognized for his unique ability to identify emerging trends within digital platforms, Amir leverages his expertise to catalyze collaboration among industry leaders while fostering vibrant networks that enhance value creation across sectors.
Investment Philosophy & Strategy
Innovation acts as the cornerstone of Amir Ali Monsefi's investment strategy, reflecting his keen insight into disruptive technologies and evolving market demands. He emphasizes transformational growth by nurturing startups poised to redefine their respective industries, making calculated investments that leverage synergies among leading innovators. A focus on scalable business models ensures that each venture not only addresses current consumer needs but is also equipped for sustainable long-term development. Through strategic collaboration within a dynamic ecosystem, he fosters environments ripe for breakthrough advancements, paving the way for future leaders in technology.
Innovation acts as the cornerstone of Amir Ali Monsefi's investment strategy, reflecting his keen insight into disruptive technologies and evolving market demands. He emphasizes transformational growth by nurturing startups poised to redefine their respective industries, making calculated investments that leverage synergies among leading innovators. A focus on scalable business models ensures that each venture not only addresses current consumer needs but is also equipped for sustainable long-term development. Through strategic collaboration within a dynamic ecosystem, he fosters environments ripe for breakthrough advancements, paving the way for future leaders in technology.
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:
41.66%
Gain +0.34%
Monthly
0.53%
Yearly
6.53%
Drawdown
16.36%
$602.67M
Equity
Holdings
$602.67M
Investment
$415.76M
$190.37M
Profit +$2.44M
Realized
$3.46M
Unrealized
$186.91M
Dividends
$32.33M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$2.44M
Win %
83%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$2.37M
Win %
83%
This Month
Compared to last month
Gain
-1.09%
Profit
-$6.64M
Win %
83%
This Year
Compared to last year
Gain
6.11%
Profit
$35.62M
Win %
83%
FPS Forgent Power Solutions, Inc.
+2.61%
+$53,200 
INTC Intel Corporation
+2.04%
+$12,726.75 
GS The Goldman Sachs Group, Inc.
+1.95%
+$11,076.99 
RIVN Rivian Automotive, Inc.
+1.83%
+$2,892.75 
QCOM QUALCOMM Incorporated
+1.73%
+$11,163.1 
USB U.S. Bancorp
+1.54%
+$21,295.03 
GEV GE Vernova Inc.
+1.46%
+$11,149.24 
WU Western Union Co.
+1.43%
+$1,299.48 
V Visa Inc. Class A
+1.25%
+$16,648.05 
T AT&T Inc.
+1.2%
+$40,959.05 
PWR Quanta Services Inc.
+0.99%
+$3,474.8 
JPM JPMorgan Chase & Co.
+0.96%
+$38,871 
KREF KKR Real Estate Finance Trust Inc.
+0.91%
+$1,401.01 
CIEN Ciena Corporation
+0.84%
+$3,145.33 
BAC Bank of America Corporation
+0.83%
+$9,302.12 
BX Blackstone Inc.
+0.72%
+$1,963.5 
ABBV AbbVie Inc.
+0.69%
+$2,953.72 
AXP American Express Company
+0.68%
+$3,237.65 
CAT Caterpillar Inc.
+0.68%
+$17,440.68 
XOM Exxon Mobil Corporation
+0.62%
+$8,602.83 
VRT Vertiv Holdings Co
+0.56%
+$3,623.9 
BRK-A Berkshire Hathaway Inc.
+0.56%
+$40,502 
REET iShares Global REIT ETF
+0.54%
+$1,963.05 
LBRDK Liberty Broadband Corporation
+0.52%
+$5,236.68 
CVX Chevron Corporation
+0.45%
+$10,193.94 
SCHC Schwab International Small-Cap Equity ETF
+0.45%
+$13,674.98 
SCI Service Corporation International
+0.42%
+$1,705 
TRGP Targa Resources Corp.
+0.41%
+$2,792.9 
UNH UnitedHealth Group Incorporated
+0.38%
+$1,738.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$68,109.36 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.35%
+$1,626.26 
DFSV Dimensional US Small Cap Value ETF
+0.34%
+$7,614.36 
CMCSA Comcast Corp
+0.31%
+$37,085.93 
AVSC Avantis U.S. Small Cap Equity ETF
+0.31%
+$11,141.02 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.3%
+$76,264.43 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$15,588.66 
ICVT iShares Convertible Bond ETF
+0.25%
+$38,016.3 
MCD McDonald's Corporation
+0.24%
+$2,397.06 
VOE Vanguard Mid-Cap Value ETF
+0.24%
+$60,066 
NLR VanEck Uranium and Nuclear ETF
+0.23%
+$839.26 
DFAS Dimensional U.S. Small Cap ETF
+0.22%
+$32,848.58 
IRM Iron Mountain Inc.
+0.22%
+$983.34 
HD The Home Depot, Inc.
+0.21%
+$1,897.85 
BATRK Atlanta Braves Holdings, Inc.
+0.21%
+$720.28 
UBS UBS Group AG
+0.21%
+$564.7 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.21%
+$14,760.24 
SDY SPDR S&P Dividend ETF
+0.2%
+$806 
LBTYK Liberty Global plc
+0.2%
+$1,328.1 
AVDV Avantis International Small Cap Value ETF
+0.2%
+$8,179.08 
EBI Longview Advantage ETF
+0.19%
+$40,024.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.18%
+$2,101 
SCHA Schwab U.S. Small-Cap ETF
+0.17%
+$1,200 
WMT Walmart Inc.
+0.17%
+$895.44 
IWD iShares Russell 1000 Value ETF
+0.17%
+$1,118.89 
VTV Vanguard Value ETF
+0.17%
+$22,452.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$3,404.87 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.15%
+$1,985.9 
SCHV Schwab U.S. Large-Cap Value ETF
+0.15%
+$1,131 
MP MP Materials Corp.
+0.13%
+$403.35 
IWS iShares Russell Mid-Cap Value ETF
+0.12%
+$437.8 
HAUZ Xtrackers International Real Estate ETF
+0.11%
+$7,632.85 
SPEM SPDR Portfolio Emerging Markets ETF
+0.11%
+$1,144.28 
DFLV Dimensional US Large Cap Value ETF
+0.08%
+$1,629.66 
ETN Eaton Corporation plc
+0.07%
+$321.54 
FLBL Franklin Senior Loan ETF
+0.07%
+$3,988.51 
JNJ Johnson & Johnson
+0.06%
+$1,089.15 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$441.49 
DIS The Walt Disney Company
+0.01%
+$51.19 
ANGI Angi Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
LBTYA
0%
$0 
OSG Octave Specialty Group, Inc.
0%
$0 
SIRI
0%
$0 
SQFTW Presidio Property Trust Warrant
0%
$0 
VOYG Voyager Technologies, Inc.
-9.55%
-$39,608.19 
AMZN Amazon.com Inc
-2.81%
-$171,474.41 
IBM International Business Machines Corporation
-2.49%
-$16,416 
JKH iShares Morningstar Mid-Cap Growth ETF
-2.31%
-$67,034.85 
PLTR Palantir Technologies Inc.
-2.23%
-$8,373.97 
SNAP Snap Inc.
-1.89%
-$1,163.48 
MSFT Microsoft Corp.
-1.84%
-$80,290.73 
ORCL Oracle Corporation
-1.68%
-$9,594.53 
IONQ IonQ, Inc.
-1.59%
-$55,500 
UBER Uber Technologies, Inc.
-1.56%
-$12,939.71 
NFLX Netflix, Inc.
-1.38%
-$9,004.8 
AAPL Apple Inc.
-1.37%
-$686,095.34 
LHX L3Harris Technologies, Inc.
-1.37%
-$4,884.9 
AVGO Broadcom Inc.
-1.25%
-$9,042.34 
BA Boeing Company
-1.23%
-$6,631.17 
LMT Lockheed Martin Corporation
-1.21%
-$3,728.04 
QLD ProShares Ultra QQQ
-1.19%
-$6,603.3 
EXPE Expedia Group, Inc.
-1.18%
-$35,127.96 
WBD Warner Bros. Discovery, Inc.
-1.14%
-$26,897.95 
PANW Palo Alto Networks, Inc.
-1.04%
-$13,956.8 
VSNT Versant Media Group, Inc.
-0.94%
-$7,428.72 
HEI Heico Corporation
-0.92%
-$2,492 
IXN iShares Global Tech ETF
-0.89%
-$13,967.36 
META Meta Platforms Inc Class A
-0.89%
-$37,135.27 
LLY Eli Lilly and Company
-0.82%
-$16,317.4 
PEP PepsiCo, Inc.
-0.79%
-$1,542.46 
IWP iShares Russell Mid-Cap Growth ETF
-0.77%
-$5,218.56 
TSLA Tesla, Inc.
-0.75%
-$38,890.93 
IWF iShares Russell 1000 Growth ETF
-0.74%
-$4,172.4 
AVEM Avantis Emerging Markets Equity ETF
-0.73%
-$130,596.2 
GE General Electric Company
-0.73%
-$7,706.68 
QGRW WisdomTree U.S. Quality Growth Fund
-0.7%
-$1,701.45 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.66%
-$26,387.24 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.63%
-$58,998.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.62%
-$1,620.16 
VUG Vanguard Growth ETF
-0.59%
-$223,227 
SCHF Schwab International Equity ETF
-0.58%
-$26,417.28 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$8,563.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.55%
-$1,534.26 
DFAE Dimensional Emerging Core Equity Market ETF
-0.54%
-$5,079.67 
AON Aon plc
-0.52%
-$10,915.02 
CSCO Cisco Systems, Inc.
-0.52%
-$2,988.72 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.51%
-$1,256.55 
AMGN Amgen Inc.
-0.47%
-$23,378.97 
PCAR PACCAR Inc.
-0.47%
-$1,177.15 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$7,950 
NVDA NVIDIA Corporation
-0.43%
-$40,638.29 
GOOG Alphabet Inc
-0.43%
-$15,290.66 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.41%
-$938.16 
GLD SPDR Gold Shares
-0.4%
-$2,630.34 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.38%
-$887.62 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.36%
-$1,780.93 
VOT Vanguard Mid-Cap Growth ETF
-0.36%
-$93,711.42 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$13,037.8 
VHT Vanguard Health Care ETF
-0.34%
-$1,200.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.33%
-$962.4 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.33%
-$2,866.5 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$7,332.48 
VOO Vanguard S&P 500 ETF
-0.3%
-$910.2 
PFF iShares Preferred and Income Securities ETF
-0.29%
-$2,170.57 
DFIC Dimensional International Core Equity Market ETF
-0.29%
-$65,298.75 
PH Parker-Hannifin Corporation
-0.29%
-$1,029.66 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.28%
-$1,400 
SPBO SPDR Portfolio Corporate Bond ETF
-0.28%
-$788.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$793.67 
GOOGL Alphabet Inc
-0.26%
-$12,786.43 
SCCR Schwab Core Bond ETF
-0.26%
-$762.12 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.25%
-$1,189.74 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.24%
-$11,685.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.24%
-$3,080 
FLMI Franklin Dynamic Municipal Bond ETF
-0.22%
-$832.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.22%
-$1,597.4 
TXRH Texas Roadhouse Inc.
-0.21%
-$12,250 
DFIS Dimensional International Small Cap ETF
-0.21%
-$34,294.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.19%
-$4,273.76 
KO The Coca-Cola Company
-0.18%
-$2,441.51 
FWONA Liberty Media Corporation
-0.13%
-$497.64 
MRK Merck & Co., Inc.
-0.12%
-$440.65 
JKI iShares Morningstar Mid-Cap Value ETF
-0.1%
-$7,652.42 
AVDE Avantis International Equity ETF
-0.1%
-$3,378.33 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.1%
-$9,514.83 
PFFD Global X U.S. Preferred ETF
-0.08%
-$5,234.55 
RECS Columbia Research Enhanced Core ETF
-0.07%
-$191.97 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$150 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$3,905.82 
AVLV Avantis U.S. Large Cap Value ETF
-0.06%
-$13,273.9 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.05%
-$1,459.12 
COST Costco Wholesale Corporation
-0.05%
-$1,966.96 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.02%
-$48.14 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.01%
-$157.11 
VO Vanguard Mid-Cap ETF
-0.01%
-$161.24 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-0.01%
-$47.15 
USXF iShares ESG Aware MSCI USA ETF
-0.01%
-$26.34 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2311 | Longs Won 1495/2311 64% | Profit Factor 6.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $500,472.26 |
| Average Win $150,711.16 | Best Trade (Jun 11) $9.43M | Sharpe Ratio -10.49 |
| Average Loss -$42,823.67 | Worst Trade (Jun 10) -$3.36M | Z-Score 15.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $82,375.19 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
