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:
96.98%
Gain +0.34%
Monthly
1.08%
Yearly
13.7%
Drawdown
25.59%
$622.79M
Equity
Holdings
$622.79M
Investment
$425.77M
$201.63M
Profit +$1.11M
Realized
$4.61M
Unrealized
$197.02M
Dividends
$35.64M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$1.11M
Win %
80%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$8.23M
Win %
80%
This Month
Compared to last month
Gain
-0.88%
Profit
-$5.5M
Win %
80%
This Year
Compared to last year
Gain
1.19%
Profit
$7.46M
Win %
79%
STX Seagate Technology Holdings plc
+5.65%
+$17,599.66 
FPS Forgent Power Solutions, Inc.
+5.59%
+$115,500 
MP MP Materials Corp.
+5.53%
+$16,564.24 
TRGP Targa Resources Corp.
+3.34%
+$23,985.75 
MOG-A Moog Inc.
+3.29%
+$8,078.75 
IONQ IonQ, Inc.
+2.85%
+$76,855.04 
VRT Vertiv Holdings Co
+2.36%
+$14,582.56 
IRM Iron Mountain Inc.
+2.22%
+$10,318.28 
GE General Electric Company
+2.15%
+$24,597.69 
SNAP Snap Inc.
+2.08%
+$1,111.22 
DIS The Walt Disney Company
+1.96%
+$10,707.15 
PWR Quanta Services Inc.
+1.93%
+$7,566 
VSNT Versant Media Group, Inc.
+1.9%
+$14,632.02 
APLD Applied Digital Corporation
+1.89%
+$4,060 
LMT Lockheed Martin Corporation
+1.78%
+$5,953.85 
SIRI Sirius XM Holdings Inc.
+1.68%
+$33,674.56 
SCI Service Corporation International
+1.33%
+$6,105 
EXPE Expedia Group, Inc.
+1.33%
+$57,667.08 
GEV GE Vernova Inc.
+1.32%
+$11,824.62 
T AT&T Inc.
+1.26%
+$46,241.46 
LHX L3Harris Technologies, Inc.
+1.17%
+$3,847.22 
CVX Chevron Corporation
+1.16%
+$28,658 
XOM Exxon Mobil Corporation
+0.94%
+$18,185.57 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+0.92%
+$10,465.29 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$6,200 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$21,164.64 
RVMD Revolution Medicines Inc.
+0.85%
+$1,874.17 
HEI Heico Corporation
+0.84%
+$2,774.13 
BATRK Atlanta Braves Holdings, Inc.
+0.79%
+$3,300.78 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+0.78%
+$3,819.15 
LILAK Liberty Latin America Ltd.
+0.77%
+$1,034.41 
SQFTW Presidio Property Trust Warrant
+0.71%
+$1.31 
UNM Unum Group
+0.68%
+$1,754.55 
TSLA Tesla, Inc.
+0.68%
+$30,006.9 
UNH UnitedHealth Group Incorporated
+0.67%
+$3,118.57 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$179,517.78 
FWONA Liberty Media Corporation
+0.64%
+$2,759.64 
GLD SPDR Gold Shares
+0.63%
+$5,695.25 
BAC Bank of America Corporation
+0.62%
+$8,169.68 
QCOM QUALCOMM Incorporated
+0.61%
+$3,147 
BRSP BrightSpire Capital Inc.
+0.6%
+$327.39 
BA Boeing Company
+0.58%
+$3,616.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$111,418.69 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$1,075.68 
ICVT iShares Convertible Bond ETF
+0.41%
+$64,754.08 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$9,380.64 
USB U.S. Bancorp
+0.38%
+$5,981.75 
AVSC Avantis U.S. Small Cap Equity ETF
+0.37%
+$13,653.36 
SCHC Schwab International Small-Cap Equity ETF
+0.37%
+$11,787.79 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$59,203.8 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$90,521.89 
KO The Coca-Cola Company
+0.33%
+$4,883.02 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.33%
+$24,721.55 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.32%
+$1,485 
AVDV Avantis International Small Cap Value ETF
+0.32%
+$12,859.35 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.29%
+$715.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$3,080.22 
VO Vanguard Mid-Cap ETF
+0.26%
+$3,550.8 
DFIS Dimensional International Small Cap ETF
+0.24%
+$41,549.67 
CAT Caterpillar Inc.
+0.23%
+$5,659.9 
AAPL Apple Inc.
+0.22%
+$113,045.08 
MRK Merck & Co., Inc.
+0.21%
+$909.44 
MCD McDonald's Corporation
+0.21%
+$2,013.73 
VTV Vanguard Value ETF
+0.2%
+$27,613.94 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.2%
+$2,010.96 
LBTYK Liberty Global plc
+0.2%
+$1,140 
EBI Longview Advantage ETF
+0.19%
+$43,956.79 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$48,165.84 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$3,780.05 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$52,114.33 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$439.89 
REET iShares Global REIT ETF
+0.18%
+$652.2 
IMCV iShares Morningstar Mid-Cap ETF
+0.16%
+$6,104.96 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$591.03 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.15%
+$3,467.96 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$5,897.34 
RNW Renew Energy Global Plc
+0.15%
+$118.9 
AVDE Avantis International Equity ETF
+0.13%
+$4,184.04 
DFIC Dimensional International Core Equity Market ETF
+0.13%
+$30,198.15 
SDY SPDR S&P Dividend ETF
+0.13%
+$520 
SHBI Shore Bancshares Inc.
+0.12%
+$370.17 
SCHV Schwab U.S. Large-Cap Value ETF
+0.11%
+$902.8 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$676.34 
UBER Uber Technologies, Inc.
+0.09%
+$659.68 
PCAR PACCAR Inc.
+0.05%
+$148.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$133.68 
TXRH Texas Roadhouse Inc.
+0.04%
+$3,150.54 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.04%
+$4,821.15 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$3,688.96 
SCHF Schwab International Equity ETF
+0.04%
+$1,649.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$150.65 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$378.42 
AVSD Avantis Responsible International Equity ETF
+0.02%
+$51.86 
AHRT AMERICAN HEALTHCARE REIT INC
0%
$0 
CMCSA Comcast Corp
0%
$0 
MOMO Hello Group Inc. Sponsored ADR
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$47,946.77 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$90,192.96 
DXC Dxc Technology Co.
-3.66%
-$6,086.04 
ORCL Oracle Corporation
-3.65%
-$17,869.5 
BX Blackstone Inc.
-3.61%
-$12,208.4 
CIEN Ciena Corporation
-3.17%
-$11,706.72 
PANW Palo Alto Networks, Inc.
-2.96%
-$57,887.6 
VOYG Voyager Technologies, Inc.
-2.94%
-$11,555.7 
RIVN Rivian Automotive, Inc.
-2.91%
-$4,669 
PLTR Palantir Technologies Inc.
-2.78%
-$10,024.49 
LLY Eli Lilly and Company
-2.38%
-$49,720.11 
INTC Intel Corporation
-1.97%
-$10,969.5 
CSCO Cisco Systems, Inc.
-1.58%
-$10,170.78 
LBRDK Liberty Broadband Corporation
-1.41%
-$15,537.6 
IBM International Business Machines Corporation
-1.19%
-$6,824.38 
SPCX Space Exploration Technologies Corp. Class A
-1.08%
-$3,369.82 
AMZN Amazon.com Inc
-0.94%
-$62,530.97 
META Meta Platforms Inc Class A
-0.86%
-$37,498.81 
HD The Home Depot, Inc.
-0.83%
-$7,898.1 
FSBC Five Star Bancorp
-0.74%
-$2,154.59 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$45,206 
JNJ Johnson & Johnson
-0.66%
-$11,936.84 
AMGN Amgen Inc.
-0.63%
-$36,662.34 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$37,528.9 
ABBV AbbVie Inc.
-0.54%
-$2,426.24 
IXN iShares Global Tech ETF
-0.51%
-$8,230.73 
VHT Vanguard Health Care ETF
-0.48%
-$1,906.07 
USXF iShares ESG Aware MSCI USA ETF
-0.47%
-$1,289.3 
VUG Vanguard Growth ETF
-0.43%
-$174,376.8 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.43%
-$1,144.26 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$16,744.8 
ETN Eaton Corporation plc
-0.4%
-$1,585.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$1,093.1 
WMT Walmart Inc.
-0.39%
-$1,858.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$7,752.61 
NULG Nuveen ESG Large-Cap Growth ETF
-0.37%
-$876.96 
V Visa Inc. Class A
-0.36%
-$5,379.48 
NLR VanEck Uranium and Nuclear ETF
-0.35%
-$888.3 
AON Aon plc
-0.35%
-$7,858.73 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.35%
-$4,320 
HAUZ Xtrackers International Real Estate ETF
-0.35%
-$27,372.48 
AXP American Express Company
-0.34%
-$1,745.61 
PFFD Global X U.S. Preferred ETF
-0.32%
-$21,728.52 
SPBO SPDR Portfolio Corporate Bond ETF
-0.32%
-$889.65 
GS The Goldman Sachs Group, Inc.
-0.31%
-$1,832.89 
HTB Hometrust Bancshares Inc.
-0.3%
-$810.6 
MSFT Microsoft Corp.
-0.3%
-$16,228.31 
QLD ProShares Ultra QQQ
-0.3%
-$1,680.84 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$1,714.95 
PH Parker-Hannifin Corporation
-0.28%
-$1,111.37 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.26%
-$12,796.16 
FLMI Franklin Dynamic Municipal Bond ETF
-0.24%
-$989.4 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$2,506.32 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$39,146.52 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.21%
-$493.55 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,981.8 
LBTYA Liberty Global Plc
-0.19%
-$388.86 
VOO Vanguard S&P 500 ETF
-0.19%
-$632.49 
UBS UBS Group AG
-0.19%
-$564.7 
IVV iShares Core S&P 500 ETF
-0.18%
-$387.53 
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
-0.17%
-$389.62 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$1,109.1 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$1,162.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$1,163.24 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$1,523 
GOOGL Alphabet Inc
-0.13%
-$6,294.18 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.12%
-$630.03 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.12%
-$3,461.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$1,585.73 
GOOG Alphabet Inc
-0.12%
-$3,976.7 
NULV Nuveen ESG Large-Cap Value ETF
-0.11%
-$261.3 
NFLX Netflix, Inc.
-0.1%
-$643.2 
FLBL Franklin Senior Loan ETF
-0.09%
-$5,450.81 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$5,419.78 
COST Costco Wholesale Corporation
-0.08%
-$3,187.52 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$259.2 
JPM JPMorgan Chase & Co.
-0.07%
-$3,544.16 
NVDA NVIDIA Corporation
-0.06%
-$6,354.18 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$122.1 
IWD iShares Russell 1000 Value ETF
-0.05%
-$354.9 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.01%
-$358.86 Events
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Dividends
Dividend Analysis
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| Trades 2464 | Longs Won 1590/2464 64% | Profit Factor 6.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $545,718.34 |
| Average Win $150,285.24 | Best Trade (Sep 04) $11.66M | Sharpe Ratio -73.14 |
| Average Loss -$42,702.51 | Worst Trade (Sep 10) -$3.2M | Z-Score 8.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 5d | Expectancy $81,830.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 168,724 | $29.08M | $51.62M | - | $22.54M | 77.49% | +0.219% |
| ABBV AbbVie Inc. | 1,784 | $295,313.06 | $445,036.66 | - | $149,723.6 | 50.7% | -0.542% |
| AHRT AMERICAN HEALTHCARE REIT INC | 12,382 | $87,664.56 | $84,073.78 | - | -$3,590.78 | -4.1% | 0.0 |
| AMGN Amgen Inc. | 13,940 | $3.3M | $5.79M | - | $2.48M | 75.17% | -0.629% |
| AMZN Amazon.com Inc | 25,214 | $4.24M | $6.62M | - | $2.38M | 56.12% | -0.935% |
| AON Aon plc | 6,287 | $1.9M | $2.24M | - | $336,667.57 | 17.72% | -0.35% |
| APLD Applied Digital Corporation | 7,000 | $261,100 | $218,400 | - | -$42,700 | -16.35% | +1.894% |
| AVDE Avantis International Equity ETF | 34,867 | $2.13M | $3.29M | - | $1.16M | 54.35% | +0.127% |
| AVDV Avantis International Small Cap Value ETF | 36,741 | $2.41M | $4.07M | - | $1.67M | 69.2% | +0.317% |
| AVEM Avantis Emerging Markets Equity ETF | 186,412 | $10.1M | $17.46M | - | $7.35M | 72.78% | -0.224% |
| AVGO Broadcom Inc. | 1,931 | $582,933.12 | $758,863.67 | - | $175,930.55 | 30.18% | -5.943% |
| AVLV Avantis U.S. Large Cap Value ETF | 267,585 | $14.6M | $25.42M | - | $10.82M | 74.09% | +0.19% |
| AVSC Avantis U.S. Small Cap Equity ETF | 48,762 | $2.49M | $3.67M | - | $1.18M | 47.26% | +0.373% |
| AVSD Avantis Responsible International Equity ETF | 2,593 | $206,519.49 | $216,943.34 | - | $10,423.85 | 5.05% | +0.024% |
| AVUV Avantis U.S. Small Cap Value ETF | 154,747 | $12M | $19.92M | - | $7.92M | 66.02% | +0.562% |
| AXP American Express Company | 1,492 | $232,048.92 | $510,980.17 | - | $278,931.25 | 120.2% | -0.34% |
| BA Boeing Company | 2,699 | $569,523.32 | $625,277.33 | - | $55,754.01 | 9.79% | +0.582% |
| BAC Bank of America Corporation | 20,424 | $788,924.84 | $1.32M | - | $528,218.92 | 66.95% | +0.624% |
| BATRK Atlanta Braves Holdings, Inc. | 7,859 | $316,243.27 | $421,085.22 | - | $104,841.95 | 33.15% | +0.79% |
| BRK-A Berkshire Hathaway Inc. | 8 | $3.61M | $6.05M | - | $2.45M | 67.83% | -0.742% |
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FAQ
Which stocks have generated the highest profits for Amir Ali Monsefi?
The largest contributions to the portfolio's profits come from the following stocks: Texas Roadhouse Inc - $2.79M, NVIDIA Corporation - $1.93M, Caterpillar Inc - $1.89M, Vanguard Mid-Cap Value ETF - $1.82M, and Comcast Corp - $1.81M. 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: Liberty Broadband Corporation - $1.2M, Tesla, Inc - $1.16M, iShares Micro-Cap ETF - $1.12M, Vanguard FTSE Emerging Markets ETF - $1.11M, and Vanguard Global ex-US Real Estate Index Fund - $1.08M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amir Ali Monsefi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.64M earned over time. The largest contributors to dividend income include Comcast Corp - $2.46M, Global X U.S. Preferred ETF - $1.86M, Franklin Senior Loan ETF - $1.86M, SPDR Portfolio High Yield Bond ETF - $1.81M, and Vanguard Mid-Cap Value ETF - $1.8M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amir Ali Monsefi's monthly returns?
Amir Ali Monsefi'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 Amir Ali Monsefi's strategy be considered aggressive or moderate?
Amir Ali Monsefi'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 Amir Ali Monsefi's strategy?
Amir Ali Monsefi'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.
