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:
85.32%
Gain -0.09%
Monthly
1.05%
Yearly
13.35%
Drawdown
25.57%
$604.94M
Equity
Holdings
$604.94M
Investment
$417.26M
$190.86M
Profit -$459,640.7
Realized
$3.18M
Unrealized
$187.68M
Dividends
$34.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$459,640.7
Win %
82%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$4.32M
Win %
82%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.99M
Win %
82%
This Year
Compared to last year
Gain
10.66%
Profit
$58.26M
Win %
82%
SQFTW Presidio Property Trust Warrant
+4.61%
+$9.15 
INTC Intel Corporation
+3.52%
+$17,838.74 
PLTR Palantir Technologies Inc.
+2.87%
+$10,846.11 
AVGO Broadcom Inc.
+2.76%
+$19,210.26 
GEV GE Vernova Inc.
+2.28%
+$20,323.55 
MSFT Microsoft Corp.
+2.09%
+$91,904.3 
CIEN Ciena Corporation
+2.09%
+$6,572.42 
GOOG Alphabet Inc
+1.62%
+$55,602.4 
CVX Chevron Corporation
+1.5%
+$34,635.24 
GOOGL Alphabet Inc
+1.5%
+$71,701.17 
ANGI Angi Inc. Class A Common Stock
+1.47%
+$1,300.77 
VRT Vertiv Holdings Co
+1.47%
+$9,222.5 
IBM International Business Machines Corporation
+1.33%
+$6,792 
AMZN Amazon.com Inc
+1.23%
+$76,519.62 
QLD ProShares Ultra QQQ
+1.14%
+$5,882.94 
XOM Exxon Mobil Corporation
+1.02%
+$14,306.53 
PWR Quanta Services Inc.
+1%
+$3,203.97 
V Visa Inc. Class A
+0.96%
+$14,275.66 
SNAP Snap Inc.
+0.91%
+$472.77 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$2,706.34 
IONQ IonQ, Inc.
+0.86%
+$18,000 
IXN iShares Global Tech ETF
+0.85%
+$12,728.32 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.82%
+$2,031.86 
VSNT Versant Media Group, Inc.
+0.78%
+$5,536.44 
ETN Eaton Corporation plc
+0.77%
+$3,335.41 
NVDA NVIDIA Corporation
+0.74%
+$68,948.11 
ICVT iShares Convertible Bond ETF
+0.74%
+$106,445.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.73%
+$1,912.98 
SIRI Sirius XM Holdings Inc.
+0.72%
+$16,587.56 
T AT&T Inc.
+0.69%
+$22,341.3 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$9,650.82 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.67%
+$1,538.55 
QGRW WisdomTree U.S. Quality Growth Fund
+0.65%
+$1,588.02 
CRWD CrowdStrike Holdings, Inc.
+0.6%
+$12,984.98 
IWF iShares Russell 1000 Growth ETF
+0.59%
+$3,291.56 
IWP iShares Russell Mid-Cap Growth ETF
+0.58%
+$3,889.76 
USXF iShares ESG Aware MSCI USA ETF
+0.55%
+$1,435.18 
LMT Lockheed Martin Corporation
+0.55%
+$1,576.39 
CMCSA Comcast Corp
+0.48%
+$56,865.08 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$123,769.8 
AVEM Avantis Emerging Markets Equity ETF
+0.47%
+$78,357.72 
LHX L3Harris Technologies, Inc.
+0.46%
+$1,476.29 
PANW Palo Alto Networks, Inc.
+0.45%
+$7,713.65 
VUG Vanguard Growth ETF
+0.45%
+$169,652.52 
DFAE Dimensional Emerging Core Equity Market ETF
+0.4%
+$3,527.55 
QCOM QUALCOMM Incorporated
+0.4%
+$2,165.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$7,320.32 
META Meta Platforms Inc Class A
+0.36%
+$16,916.32 
VBK Vanguard Small-Cap Growth ETF
+0.34%
+$13,093.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.31%
+$12,593.91 
FLBL Franklin Senior Loan ETF
+0.28%
+$17,283.56 
SPEM SPDR Portfolio Emerging Markets ETF
+0.23%
+$2,392.57 
USB U.S. Bancorp
+0.22%
+$3,349.78 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.21%
+$21,225.39 
EBI Longview Advantage ETF
+0.21%
+$45,060.71 
BRK-A Berkshire Hathaway Inc.
+0.2%
+$14,938.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$2,379.97 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$9,763.14 
VOO Vanguard S&P 500 ETF
+0.17%
+$523.93 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$3,827.1 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.16%
+$787.47 
SCHA Schwab U.S. Small-Cap ETF
+0.15%
+$1,000.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$1,072.54 
TRGP Targa Resources Corp.
+0.14%
+$990.21 
IRM Iron Mountain Inc.
+0.1%
+$473.46 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.09%
+$2,372.91 
KO The Coca-Cola Company
+0.09%
+$1,178.66 
VO Vanguard Mid-Cap ETF
+0.06%
+$725.58 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$356.22 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.04%
+$90 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.03%
+$779.48 
SPHY SPDR Portfolio High Yield Bond ETF
+0.02%
+$1,301.94 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.01%
+$24.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$63.07 
GLBKV GCI Liberty, Inc.
0%
$0 
OSG Octave Specialty Group, Inc.
0%
$0 
SCCR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
-2.72%
-$64,378.7 
ORCL Oracle Corporation
-2.43%
-$9,501.65 
WU Western Union Co.
-2.42%
-$2,660.84 
BX Blackstone Inc.
-2.4%
-$6,821.76 
NFLX Netflix, Inc.
-2.35%
-$13,024.8 
AAPL Apple Inc.
-2.33%
-$1.31M 
TSLA Tesla, Inc.
-2.15%
-$106,657.4 
GE General Electric Company
-2.14%
-$23,739.63 
UBS UBS Group AG
-2.01%
-$5,985.82 
MRK Merck & Co., Inc.
-1.99%
-$7,703.86 
LLY Eli Lilly and Company
-1.96%
-$39,507.68 
HD The Home Depot, Inc.
-1.91%
-$18,015.9 
FPS Forgent Power Solutions, Inc.
-1.76%
-$24,500 
PEP PepsiCo, Inc.
-1.68%
-$3,125.7 
CAT Caterpillar Inc.
-1.66%
-$42,047.67 
WMT Walmart Inc.
-1.63%
-$7,931.04 
VOYG Voyager Technologies, Inc.
-1.54%
-$3,466.8 
EXPE Expedia Group, Inc.
-1.46%
-$51,701.62 
BA Boeing Company
-1.43%
-$7,408.45 
FWONA Liberty Media Corporation
-1.4%
-$5,960.82 
JNJ Johnson & Johnson
-1.39%
-$25,558.67 
DIS The Walt Disney Company
-1.33%
-$6,654.7 
MP MP Materials Corp.
-1.3%
-$3,173.02 
LBRDK Liberty Broadband Corporation
-1.3%
-$12,321.6 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.27%
-$12,411.94 
SCI Service Corporation International
-1.16%
-$5,005 
LBTYA Liberty Global Plc
-1.01%
-$2,162.37 
AON Aon plc
-0.95%
-$21,986.87 
BATRK Atlanta Braves Holdings, Inc.
-0.85%
-$2,956.36 
BAC Bank of America Corporation
-0.83%
-$10,313.22 
PCAR PACCAR Inc.
-0.76%
-$2,036.16 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.76%
-$3,433.68 
COST Costco Wholesale Corporation
-0.73%
-$29,504.4 
VHT Vanguard Health Care ETF
-0.71%
-$2,683.39 
PH Parker-Hannifin Corporation
-0.7%
-$2,633.1 
HEI Heico Corporation
-0.69%
-$1,896 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,695.98 
LBTYK Liberty Global plc
-0.55%
-$3,135 
RIVN Rivian Automotive, Inc.
-0.54%
-$964.25 
JPM JPMorgan Chase & Co.
-0.54%
-$23,905.79 
AXP American Express Company
-0.53%
-$2,804.97 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.46%
-$1,299.24 
DFSV Dimensional US Small Cap Value ETF
-0.44%
-$10,250.1 
AVDE Avantis International Equity ETF
-0.42%
-$14,264.06 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.42%
-$1,993.48 
TXRH Texas Roadhouse Inc.
-0.41%
-$28,525 
UNH UnitedHealth Group Incorporated
-0.41%
-$1,962.09 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.41%
-$4,751.12 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.4%
-$29,185.02 
DFIS Dimensional International Small Cap ETF
-0.4%
-$63,971.23 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$86,075.62 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.37%
-$4,822.9 
SDY SPDR S&P Dividend ETF
-0.36%
-$1,456 
AVSC Avantis U.S. Small Cap Equity ETF
-0.36%
-$13,166.66 
ABBV AbbVie Inc.
-0.35%
-$1,726.22 
UBER Uber Technologies, Inc.
-0.34%
-$2,921.87 
SCHC Schwab International Small-Cap Equity ETF
-0.34%
-$9,945.44 
SPBO SPDR Portfolio Corporate Bond ETF
-0.33%
-$935.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$904.82 
AMGN Amgen Inc.
-0.31%
-$16,015.04 
DFAS Dimensional U.S. Small Cap ETF
-0.31%
-$48,002.22 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-0.31%
-$1,461.65 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$28,577.35 
MCD McDonald's Corporation
-0.29%
-$2,709.69 
IMCV iShares Morningstar Mid-Cap ETF
-0.28%
-$10,729.58 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$12,620.75 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$963.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$763.73 
PFFD Global X U.S. Preferred ETF
-0.24%
-$15,703.65 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$62,622 
IWD iShares Russell 1000 Value ETF
-0.23%
-$1,528.24 
SCHF Schwab International Equity ETF
-0.22%
-$9,889.97 
GLD SPDR Gold Shares
-0.21%
-$1,349.32 
AVUV Avantis U.S. Small Cap Value ETF
-0.2%
-$37,924.53 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.18%
-$4,006.65 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.18%
-$395.72 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.16%
-$1,728.21 
REET iShares Global REIT ETF
-0.16%
-$588.91 
VTV Vanguard Value ETF
-0.16%
-$20,914.76 
RECS Columbia Research Enhanced Core ETF
-0.14%
-$383.94 
AVDV Avantis International Small Cap Value ETF
-0.13%
-$5,063.24 
AVLV Avantis U.S. Large Cap Value ETF
-0.12%
-$30,529.97 
SCHV Schwab U.S. Large-Cap Value ETF
-0.12%
-$904.8 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$378.48 
CSCO Cisco Systems, Inc.
-0.09%
-$498.12 
HAUZ Xtrackers International Real Estate ETF
-0.09%
-$6,282.18 
KREF KKR Real Estate Finance Trust Inc.
-0.07%
-$107.77 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.07%
-$17,074.12 
DFLV Dimensional US Large Cap Value ETF
-0.04%
-$814.83 Events
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Dividends
Dividend Analysis
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| Trades 2311 | Longs Won 1479/2311 63% | Profit Factor 6.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $553,093.91 |
| Average Win $154,136.37 | Best Trade (Jul 19) $12.07M | Sharpe Ratio -12.79 |
| Average Loss -$44,605 | Worst Trade (Jul 24) -$3.78M | Z-Score 13.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3d | Expectancy $82,586.04 |
| 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 | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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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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 - $1.88M, Caterpillar Inc - $1.88M, 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: Tesla, Inc - $1.16M, Liberty Broadband Corporation - $1.16M, iShares Micro-Cap ETF - $1.13M, Vanguard FTSE Emerging Markets ETF - $1.11M, and Vanguard Global ex-US Real Estate Index Fund - $1.09M. 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 $34.81M earned over time. The largest contributors to dividend income include Comcast Corp - $2.46M, Global X U.S. Preferred ETF - $1.81M, Vanguard Mid-Cap Value ETF - $1.8M, Franklin Senior Loan ETF - $1.78M, and SPDR Portfolio High Yield Bond ETF - $1.73M. 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.
