Arlie W. Green Portfolio
Invests via Fortress Wealth Management Inc. | Managed by Arlie W. Green
Invests via Fortress Wealth Management Inc.
Managed by Arlie W. Green
Automatically Tracked
Arlie W. Green Profile
With a background in financial management, Arlie W. Green has established a notable presence as a corporate builder focused on optimizing organizational performance. Known for his strategic insight and operational expertise, he drives initiatives that enhance growth trajectories across various industries. His leadership has been instrumental in guiding teams through transformations that align resources with market demands. Complementing his practical experience is an educational foundation in business administration, enabling him to effectively navigate complex business landscapes and contribute meaningfully to both capital markets and entrepreneurial ventures.
With a background in financial management, Arlie W. Green has established a notable presence as a corporate builder focused on optimizing organizational performance. Known for his strategic insight and operational expertise, he drives initiatives that enhance growth trajectories across various industries. His leadership has been instrumental in guiding teams through transformations that align resources with market demands. Complementing his practical experience is an educational foundation in business administration, enabling him to effectively navigate complex business landscapes and contribute meaningfully to both capital markets and entrepreneurial ventures.
Investment Philosophy & Strategy
Evaluating opportunities through a growth lens, Arlie W. Green exemplifies a forward-thinking approach to investment decision-making. His ability to identify high-potential ventures stems from deep operational knowledge and a focus on enhancing market positioning. Leveraging his experience in financial management, he emphasizes strategic alignment of resources with competitive advantages across diverse sectors. By fostering innovation and adaptability, he nurtures investments that are poised for long-term success while maintaining agility in response to evolving economic dynamics.
Evaluating opportunities through a growth lens, Arlie W. Green exemplifies a forward-thinking approach to investment decision-making. His ability to identify high-potential ventures stems from deep operational knowledge and a focus on enhancing market positioning. Leveraging his experience in financial management, he emphasizes strategic alignment of resources with competitive advantages across diverse sectors. By fostering innovation and adaptability, he nurtures investments that are poised for long-term success while maintaining agility in response to evolving economic dynamics.
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:
50.46%
Gain +0.7%
Monthly
0.68%
Yearly
8.48%
Drawdown
15.11%
$246.41M
Equity
Holdings
$246.41M
Investment
$189.72M
$55.89M
Profit +$1.18M
Realized
-$792,059.76
Unrealized
$56.68M
Dividends
$24.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$1.18M
Win %
89%
This Week
Compared To Last Week
Gain
0.12%
Profit
$294,344.78
Win %
89%
This Month
Compared to last month
Gain
-0.39%
Profit
-$958,857.79
Win %
89%
This Year
Compared to last year
Gain
8.21%
Profit
$18.7M
Win %
89%
XOM Exxon Mobil Corporation
+1.02%
+$4,922.85 
MTUM iShares MSCI USA Momentum Factor ETF
+0.96%
+$15,516.43 
V Visa Inc. Class A
+0.96%
+$3,845.03 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.72%
+$45,265.64 
XOVR ERShares Private-Public Crossover ETF
+0.54%
+$24,203.55 
AVEM Avantis Emerging Markets Equity ETF
+0.47%
+$8,368.08 
DFAE Dimensional Emerging Core Equity Market ETF
+0.4%
+$3,477.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$1,511.66 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.28%
+$5,504.14 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.23%
+$17,388.54 
BRK-A Berkshire Hathaway Inc.
+0.2%
+$5,975.52 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.2%
+$6,075.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$5,786.71 
VOO Vanguard S&P 500 ETF
+0.17%
+$3,745.38 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.17%
+$538.8 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$2,265.8 
SPYI NEOS S&P 500 High Income ETF
+0.16%
+$665.55 
GPIX S&P 500 Core Premium Income Fund
+0.14%
+$3,170.44 
CAIE Calamos Autocallable Income ETF
+0.07%
+$4,069.3 
AVUS Avantis U.S. Equity ETF
+0.06%
+$341.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$908.33 
XCEM Columbia EM Core ex-China ETF
+0.04%
+$118.12 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$728.33 
DFUV Dimensional US Marketwide Value ETF
+0.02%
+$107.1 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$138.42 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$66.85 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$455.83 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$57.05 
PCMM
0%
$0 
NFLX Netflix, Inc.
-2.35%
-$3,758.4 
AAPL Apple Inc.
-2.33%
-$49,198.34 
GE General Electric Company
-2.14%
-$7,559.63 
SRE Sempra
-1.23%
-$3,164.38 
UMBF UMB Financial Corporation
-0.87%
-$16,230.6 
AVES Avantis Emerging Markets Value ETF
-0.67%
-$42,088.2 
DFIV Dimensional International Value ETF
-0.55%
-$110,398.71 
DFAT Dimensional US Targeted Value ETF
-0.5%
-$3,812.2 
AVNM Avantis All International Markets Equity ETF
-0.48%
-$1,611.09 
AVIV Avantis International Large Cap Value ETF
-0.46%
-$1,825.2 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.45%
-$10,341.93 
DFSV Dimensional US Small Cap Value ETF
-0.44%
-$1,118.78 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$8,570.49 
SCHH Schwab U.S. REIT ETF
-0.43%
-$1,194.06 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$4,830.15 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$1,165.22 
ICF iShares Cohen & Steers Realty Majors ETF
-0.37%
-$3,777.02 
DFAR Dimensional US Real Estate ETF
-0.35%
-$5,313.35 
SCHC Schwab International Small-Cap Equity ETF
-0.34%
-$3,570.08 
IQDF FlexShares International Quality Dividend Index Fund
-0.32%
-$4,120.16 
AMGN Amgen Inc.
-0.31%
-$1,508.81 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$1,085 
DUHP Dimensional US High Profitability ETF
-0.3%
-$60,237.12 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$1,820.59 
DIHP Dimensional International High Profitability Portfolio
-0.27%
-$37,154.25 
SPGI S&P Global Inc.
-0.25%
-$7,841.07 
GDX VanEck Gold Miners ETF
-0.24%
-$9,718.73 
SCHF Schwab International Equity ETF
-0.22%
-$3,323.85 
AVUV Avantis U.S. Small Cap Value ETF
-0.2%
-$4,420.05 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.19%
-$455.15 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$24,359.76 
SSPY Syntax Stratified LargeCap ETF
-0.13%
-$8,354.8 
AVDV Avantis International Small Cap Value ETF
-0.13%
-$8,504.6 
AVLV Avantis U.S. Large Cap Value ETF
-0.12%
-$39,917.31 
CEFS Saba Capital Income & Opportunities ETF
-0.12%
-$10,546.6 
SCHV Schwab U.S. Large-Cap Value ETF
-0.12%
-$3,116.52 
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$615.9 
VXF Vanguard Extended Market ETF
-0.08%
-$311.6 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.07%
-$445.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$629.04 
JPIE JPMorgan Income ETF
-0.05%
-$8,445.75 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$150.53 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$130.87 
DFLV Dimensional US Large Cap Value ETF
-0.04%
-$388.62 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$260.58 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
-0.02%
-$69.83 Events
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Dividends
Dividend Analysis
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| Trades 873 | Longs Won 555/873 63% | Profit Factor 5.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305,537.46 |
| Average Win $125,513.26 | Best Trade (Jul 27) $3.86M | Sharpe Ratio -13.95 |
| Average Loss -$43,304.01 | Worst Trade (Jun 30) -$869,231.25 | Z-Score 3.3 (99.9%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $64,019.69 |
| 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 | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Arlie W. Green?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Large Cap Value ETF - $2.64M, JPMorgan Income ETF - $2.42M, Dimensional International Value ETF - $2.29M, PIMCO Multisector Bond Active ETF - $2.05M, and iShares Core MSCI EAFE ETF - $1.64M. 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: iShares MSCI USA Momentum Factor ETF - $1.63M, Schwab International Small-Cap Equity ETF - $1.09M, SPDR S&P Emerging Asia Pacific ETF - $1.08M, Schwab International Equity ETF - $1.01M, and Schwab U.S. REIT ETF - $688,284.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Arlie W. Green's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.83M earned over time. The largest contributors to dividend income include JPMorgan Income ETF - $2.41M, PIMCO Multisector Bond Active ETF - $2.04M, Dimensional International Value ETF - $1.76M, Saba Capital Income & Opportunities ETF - $1.5M, and First Trust Global Tactical Commodity Strategy Fund - $1.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Arlie W. Green's monthly returns?
Arlie W. Green'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 Arlie W. Green's strategy be considered aggressive or moderate?
Arlie W. Green'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 Arlie W. Green's strategy?
Arlie W. Green'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.
