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:
117.02%
Gain +0.67%
Monthly
1.01%
Yearly
12.84%
Drawdown
25.59%
$618.17M
Equity
Holdings
$618.17M
Investment
$430.72M
$193.13M
Profit +$2.47M
Realized
$5.68M
Unrealized
$187.45M
Dividends
$36.82M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.67%
Profit
$2.47M
Win %
76%
This Week
Compared To Last Week
Gain
0.4%
Profit
$2.47M
Win %
76%
This Month
Compared to last month
Gain
0.38%
Profit
$2.31M
Win %
76%
This Year
Compared to last year
Gain
0.19%
Profit
$1.28M
Win %
76%
SQFTW Presidio Property Trust Warrant
+49.17%
+$77.08 
BE Bloom Energy Corp. Class A Common Stock
+7.89%
+$42,087.08 
CIEN Ciena Corp.
+6.58%
+$17,450.09 
TSLA Tesla, Inc.
+6.26%
+$297,326.16 
FPS Forgent Power Solutions Inc. Class A Common Stock
+5.78%
+$111,860 
MOG-A Moog Inc.
+5.28%
+$10,145.26 
INTC Intel Corporation
+5.13%
+$23,771.8 
GEV GE Vernova Inc.
+5.07%
+$35,093.42 
STX Seagate Technology Holdings plc
+4.97%
+$10,538.64 
LMT Lockheed Martin Corporation
+3.97%
+$13,779.88 
PWR Quanta Services, Inc.
+3.76%
+$20,056.81 
HEI HEICO Corporation
+3.6%
+$8,460.91 
MU Micron Technology Inc.
+3.56%
+$8,406.25 
CSCO Cisco Systems, Inc.
+3.47%
+$20,847.19 
VRT Vertiv Holdings Co Class A Common Stock
+3.31%
+$14,380.5 
PANW Palo Alto Networks, Inc.
+2.62%
+$48,914.25 
QLD ProShares Ultra QQQ
+2.53%
+$13,086.54 
AVGO Broadcom Inc.
+2.52%
+$18,841.63 
PH Parker-Hannifin Corporation
+2.47%
+$8,034.97 
NVDA NVIDIA Corporation
+2.43%
+$238,498.37 
GS The Goldman Sachs Group, Inc.
+2.42%
+$11,653.66 
IRM Iron Mountain Inc.
+2.4%
+$9,780.16 
ETN Eaton Corporation plc
+2.15%
+$7,107.77 
IXN iShares Global Tech ETF
+1.65%
+$20,915.12 
USXF iShares ESG Advanced MSCI USA ETF
+1.58%
+$3,454.59 
QCOM QUALCOMM Incorporated
+1.36%
+$7,514.4 
LHX L3Harris Technologies, Inc.
+1.36%
+$3,982.46 
IWP iShares Russell Mid-Cap Growth ETF
+1.35%
+$7,070.5 
APLD Applied Digital Corporation
+1.29%
+$2,350 
QQQ Invesco QQQ Trust, Series 1
+1.27%
+$13,299.69 
IWF iShares Russell 1000 Growth ETF
+1.22%
+$6,240.04 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+1.21%
+$2,355.72 
IVW iShares S&P 500 Growth ETF
+1.2%
+$3,201.28 
CRWD CrowdStrike Holdings, Inc.
+1.15%
+$28,051.45 
MSFT Microsoft Corporation Common Stock
+1.11%
+$62,784.89 
NULG Nuveen ESG Large-Cap Growth ETF
+1.1%
+$2,654.61 
VOT Vanguard Mid-Cap Growth ETF
+1.09%
+$292,579.35 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.07%
+$271,043.5 
NUMG Nuveen ESG Mid-Cap Growth ETF
+1.05%
+$2,589.98 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.04%
+$27,969.95 
VUG Vanguard Morningstar Growth ETF
+1.01%
+$393,472.62 
AVDV Avantis International Small Cap Value ETF
+0.99%
+$37,229.92 
CAT Caterpillar Inc.
+0.98%
+$19,467 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.98%
+$32,612.46 
ZM Zoom Communications, Inc. Class A Common Stock
+0.97%
+$2,797.44 
JPM JPMorgan Chase & Co.
+0.92%
+$39,963.97 
UNM Unum Group
+0.9%
+$2,093.04 
SCHA Schwab U.S. Small-Cap ETF
+0.83%
+$5,400 
TRGP Targa Resources Corp.
+0.8%
+$6,541.56 
AVUV Avantis U.S. Small Cap Value ETF
+0.79%
+$152,118.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.78%
+$4,476.27 
SPCX Space Exploration Technologies Corp. Class A
+0.77%
+$10,042.17 
VOO Vanguard S&P 500 ETF
+0.75%
+$2,912.75 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.74%
+$3,186.56 
IVV iShares Core S&P 500 ETF
+0.74%
+$1,753.44 
DFAS Dimensional U.S. Small Cap ETF
+0.73%
+$109,394.32 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$17,966.32 
VTI Vanguard Total Stock Market ETF
+0.72%
+$9,568.29 
EBI Longview Advantage ETF
+0.72%
+$158,065.2 
VBK Vanguard Small-Cap Growth ETF
+0.71%
+$22,990.26 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.7%
+$15,512.1 
HAUZ Xtrackers International Real Estate ETF
+0.68%
+$52,844.09 
SCHC Schwab International Small-Cap Equity ETF
+0.66%
+$19,229.81 
AVDE Avantis International Equity Fund Institutional Class
+0.65%
+$19,975.2 
DFIS DFA International Small Company I
+0.65%
+$109,248.62 
ICVT iShares Convertible Bond ETF
+0.65%
+$92,880.93 
JNJ Johnson & Johnson
+0.64%
+$11,631.4 
DFIC Dimensional International Core Equity 2 ETF
+0.64%
+$150,220.8 
VOYG Voyager Technologies Inc. Class A Common Stock
+0.64%
+$1,386.72 
SCHF Schwab International Equity ETF
+0.64%
+$27,983.53 
DMXF iShares ESG Advanced MSCI EAFE ETF
+0.63%
+$1,402.44 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.62%
+$3,105.05 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$40,827.02 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$8,075 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.62%
+$72,896 
GE General Electric Company
+0.6%
+$5,292.46 
UBS UBS Group AG
+0.59%
+$1,552.92 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.59%
+$51,946.07 
BRK-A Berkshire Hathaway Inc.
+0.59%
+$38,481.04 
AMZN Amazon.com Inc
+0.59%
+$36,340.86 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.59%
+$38,408.6 
VEA Vanguard FTSE Developed Markets ETF
+0.58%
+$1,202.79 
BAC Bank of America Corporation
+0.55%
+$5,678.68 
GLD SPDR Gold Shares
+0.54%
+$2,889.49 
VNQI Vanguard Global ex-U.S. Real Estate ETF
+0.54%
+$5,704.23 
AVLV Avantis U.S. Large Cap Value ETF
+0.53%
+$134,621.62 
IDEV iShares Core MSCI International Developed Markets ETF
+0.52%
+$1,475.68 
SCHV Schwab U.S. Large-Cap Value ETF
+0.51%
+$3,945.03 
MCD McDonald's Corporation
+0.5%
+$4,290.36 
AVSC Avantis U.S. Small Cap Equity ETF
+0.49%
+$17,082.1 
NULV Nuveen ESG Large-Cap Value ETF
+0.49%
+$1,154.08 
VTV Vanguard Morningstar Value ETF
+0.47%
+$61,467.11 
FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock
+0.47%
+$1,741.74 
VBR Vanguard Small-Cap Value ETF
+0.45%
+$4,948.6 
REET iShares Global REIT ETF
+0.44%
+$1,412.32 
DXC DXC Technology Company
+0.43%
+$1,081.5 
USB U.S. Bancorp
+0.42%
+$5,981.75 
LLY Eli Lilly and Company
+0.42%
+$9,054.52 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.42%
+$10,499.29 
AMGN Amgen Inc. Common Stock
+0.41%
+$25,271.08 
XOM ExxonMobil Holdings Corporation
+0.39%
+$8,775.96 
WMT Walmart Inc.
+0.39%
+$2,429.16 
T AT&T Inc.
+0.36%
+$11,185.8 
BA The Boeing Company
+0.35%
+$873.83 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.33%
+$89,449.92 
DFLV Dimensional US Large Cap Value ETF
+0.33%
+$6,389.15 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.31%
+$1,401.48 
IWD iShares Russell 1000 Value ETF
+0.27%
+$1,884.36 
ABBV AbbVie Inc.
+0.22%
+$1,129.57 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$12,735.67 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.18%
+$414.89 
IWS iShares Russell Mid-Cap Value ETF
+0.18%
+$657 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
+0.13%
+$1,149.12 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.13%
+$7,119.84 
ORCL Oracle Corporation
+0.12%
+$455.25 
SPBO State Street SPDR Portfolio Corporate Bond ETF
+0.09%
+$248 
SDY State Street SPDR S&P Dividend ETF
+0.08%
+$338.03 
COST Costco Wholesale Corp
+0.07%
+$3,138.3 
FLBL Franklin Senior Loan ETF
+0.07%
+$4,456.64 
IMCV iShares Morningstar Mid-Cap Value ETF
+0.04%
+$1,338.64 
VNOM Viper Energy, Inc. Class A Common Stock
+0.02%
+$69.46 
PFF iShares Preferred and Income Securities ETF
+0.01%
+$82.71 
AXP American Express Company
+0.01%
+$59.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$126.14 
RNW ReNew Energy Global Plc Class A Ordinary Shares
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
LBTYA Liberty Global Ltd. Class A Common Shares
-5.41%
-$8,245 
LBTYK Liberty Global Ltd. Class C Common Shares
-5.21%
-$23,085 
CHTR Charter Communications Inc. Class A Common Stock
-4.47%
-$38,276.2 
NFLX Netflix Inc.
-4.2%
-$23,867.48 
EXPE Expedia Group Inc.
-3.53%
-$134,161.67 
LILAK Liberty Latin America Ltd. Class C Common Stock
-3.25%
-$4,043.78 
MRK Merck & Co., Inc.
-3.25%
-$14,485.68 
CMCSA Comcast Corp. Class A Common Stock
-2.75%
-$308,915 
DIS The Walt Disney Company
-2.04%
-$11,690.45 
UNH UnitedHealth Group Inc.
-1.74%
-$8,241.68 
MRNA Moderna Inc.
-1.64%
-$3,972.09 
TXRH Texas Roadhouse Inc.
-1.61%
-$93,450 
VSNT Versant Media Group Inc. Class A Common Stock
-1.54%
-$9,587.48 
RIVN Rivian Automotive, Inc. Class A
-1.44%
-$1,725.5 
BATRK Atlanta Braves Holdings Inc. Series C Common Stock
-1.41%
-$5,257.17 
AAPL Apple Inc.
-1.09%
-$626,223.35 
SIRI Sirius XM Holdings Inc.
-1.09%
-$21,494.4 
MP MP Materials Corp.
-1.07%
-$2,346.84 
V Visa Inc. Class A
-1.03%
-$18,305.23 
AON Aon plc Class A
-0.94%
-$18,023.66 
LLYVK Liberty Live Holdings, Inc.
-0.91%
-$9,591.4 
IONQ IonQ, Inc.
-0.78%
-$14,719.6 
LLYVA Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock
-0.76%
-$3,441.95 
UBER Uber Technologies Inc.
-0.74%
-$3,069.99 
HD The Home Depot, Inc.
-0.65%
-$5,814.35 
SCI Service Corporation International
-0.6%
-$2,750 
SPEM SPDR Portfolio Emerging Markets ETF
-0.54%
-$5,636.52 
IBM International Business Machines Corporation
-0.51%
-$3,155.34 
PCAR PACCAR Inc.
-0.51%
-$1,145.34 
VWO Vanguard FTSE Emerging Markets ETF
-0.49%
-$9,217.88 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.49%
-$2,745.4 
GOOG Alphabet Inc
-0.47%
-$14,659.4 
AHRT AMERICAN HEALTHCARE REIT INC
-0.41%
-$263.02 
AVEM Avantis Emerging Markets Equity ETF
-0.34%
-$57,108.9 
GOOGL Alphabet Inc
-0.34%
-$14,717.76 
CVX Chevron Corporation
-0.32%
-$9,182.48 
DFAE Dimensional Emerging Core Equity Market ETF
-0.3%
-$2,182.73 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$1,216.7 
VHT Vanguard Health Care ETF
-0.2%
-$848.48 
SHBI Shore Bancshares, Inc.
-0.16%
-$456.54 
KO The Coca-Cola Company
-0.15%
-$2,227.5 
BX Blackstone Inc.
-0.12%
-$331.47 
PFFD Global X U.S. Preferred ETF
-0.09%
-$5,815.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$271.4 
META Meta Platforms Inc Class A
-0.04%
-$1,633 Events
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Dividends
Dividend Analysis
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| Trades 2611 | Longs Won 1657/2611 63% | Profit Factor 5.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $538,730.85 |
| Average Win $142,087.69 | Best Trade (Oct 23) $12.84M | Sharpe Ratio -75.05 |
| Average Loss -$44,351.68 | Worst Trade (Oct 26) -$3.75M | Z-Score 14.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 2d | Expectancy $73,966.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 165,230 | $28.46M | $56.83M | - | $28.37M | 99.67% | -1.09% |
| ABBV AbbVie Inc. | 1,793 | $297,667.37 | $513,282.11 | - | $215,614.74 | 72.43% | +0.221% |
| AHRT AMERICAN HEALTHCARE REIT INC | 10,521 | $74,488.68 | $63,915.07 | - | -$10,573.61 | -14.19% | -0.41% |
| AMGN Amgen Inc. Common Stock | 13,962 | $3.31M | $6.16M | - | $2.84M | 85.85% | +0.412% |
| AMZN Amazon.com Inc | 24,891 | $4.19M | $6.21M | - | $2.02M | 48.27% | +0.589% |
| AON Aon plc Class A | 6,302 | $1.9M | $1.89M | - | -$9,827.81 | -0.52% | -0.942% |
| APLD Applied Digital Corporation | 10,000 | $334,210 | $184,850 | - | -$149,360 | -44.69% | +1.288% |
| AVDE Avantis International Equity Fund Institutional Class | 34,440 | $2.1M | $3.08M | - | $971,978.5 | 46.19% | +0.654% |
| AVDV Avantis International Small Cap Value ETF | 35,798 | $2.35M | $3.79M | - | $1.45M | 61.57% | +0.991% |
| AVEM Avantis Emerging Markets Equity ETF | 190,363 | $10.48M | $16.6M | - | $6.12M | 58.45% | -0.343% |
| AVGO Broadcom Inc. | 2,329 | $722,706.74 | $768,034.33 | - | $45,327.59 | 6.27% | +2.515% |
| AVLV Avantis U.S. Large Cap Value ETF | 274,738 | $15.25M | $25.64M | - | $10.39M | 68.13% | +0.528% |
| AVSC Avantis U.S. Small Cap Equity ETF | 48,806 | $2.49M | $3.47M | - | $971,891.88 | 38.96% | +0.495% |
| AVUV Avantis U.S. Small Cap Value ETF | 158,456 | $12.44M | $19.49M | - | $7.06M | 56.75% | +0.787% |
| AXP American Express Company | 1,492 | $232,048.92 | $467,383.92 | - | $235,335 | 101.42% | +0.013% |
| BA The Boeing Company | 1,324 | $278,842.87 | $250,249.24 | - | -$28,593.63 | -10.25% | +0.35% |
| BAC Bank of America Corporation | 20,281 | $784,606.24 | $1.03M | - | $246,479.8 | 31.41% | +0.554% |
| BATRK Atlanta Braves Holdings Inc. Series C Common Stock | 7,535 | $303,847.03 | $368,780.23 | - | $64,933.2 | 21.37% | -1.406% |
| BE Bloom Energy Corp. Class A Common Stock | 2,758 | $763,910.87 | $575,208.48 | - | -$188,702.39 | -24.7% | +7.894% |
| BRK-A Berkshire Hathaway Inc. | 8 | $3.61M | $6.55M | - | $2.94M | 81.6% | +0.591% |
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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 - $2.81M, Apple Inc - $2.27M, Comcast Corp. Class A Common Stock - $1.97M, Vanguard Morningstar Mid-Cap Value ETF - $1.95M, and NVIDIA Corporation - $1.94M. 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 - $3.33M, Tesla, Inc - $1.16M, iShares Micro-Cap ETF - $1.12M, Vanguard FTSE Emerging Markets ETF - $1.09M, and Vanguard Global ex-U.S. Real Estate ETF - $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 $36.82M earned over time. The largest contributors to dividend income include Comcast Corp. Class A Common Stock - $2.62M, Vanguard Morningstar Mid-Cap Value ETF - $1.93M, Global X U.S. Preferred ETF - $1.9M, Franklin Senior Loan ETF - $1.86M, and SPDR Portfolio High Yield Bond ETF - $1.85M. 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.
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