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:
61.59%
Gain -0.3%
Monthly
0.73%
Yearly
9.1%
Drawdown
15.35%
$253.93M
Equity
Holdings
$253.93M
Investment
$189.72M
$62.5M
Profit -$568,012.21
Realized
-$1.71M
Unrealized
$64.21M
Dividends
$25.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$568,012.21
Win %
87%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$2.76M
Win %
87%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.25M
Win %
87%
This Year
Compared to last year
Gain
11.52%
Profit
$26.22M
Win %
87%
GE General Electric Company
+1.42%
+$5,090.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,937.36 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$2,362.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,167.42 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,425.77 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$2,662.2 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$38,799.12 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,011.52 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$13,474.16 
AVUS Avantis U.S. Equity ETF
+0.57%
+$3,070.8 
CAIE Calamos Autocallable Income ETF
+0.56%
+$30,519.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$16,509.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$3,941.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,813.28 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$10,125.76 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,950.35 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$3,368.04 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$4,402.63 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,285.2 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.17%
+$605.15 
UMBF UMB Financial Corporation
+0.15%
+$2,811.73 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$45,124.26 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$10,581.87 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,793.16 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$1,572.61 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$467.95 
IQDF FlexShares International Quality Dividend Index Fund
+0.06%
+$749.12 
SSPY Syntax Stratified LargeCap ETF
+0.04%
+$2,816.23 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$2,675.16 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$721.64 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$728.33 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$52.35 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$228.2 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$60.21 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,340.69 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 PCMM
PCMM
0%
$0 
AAPL Apple Inc.
-7.35%
-$155,456.8 
GDX VanEck Gold Miners ETF
-3.49%
-$153,213.03 
NFLX Netflix, Inc.
-2%
-$3,387.2 
SRE Sempra
-1.15%
-$2,871.64 
XOM Exxon Mobil Corporation
-0.97%
-$5,004.63 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$47,098.7 
SPGI S&P Global Inc.
-0.74%
-$21,302.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,519.99 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$4,201.32 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$27,661.2 
AMGN Amgen Inc.
-0.64%
-$3,253.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,802.55 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$90,821.5 
SCHF Schwab International Equity ETF
-0.58%
-$8,878.4 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,767.92 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$2,332.2 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$5,520.26 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-0.53%
-$1,236.33 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$10,682.06 
DFAR Dimensional US Real Estate ETF
-0.52%
-$7,830.2 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,364.64 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$32,710 
AVNM Avantis All International Markets Equity ETF
-0.47%
-$1,611.11 
DFIV Dimensional International Value ETF
-0.47%
-$97,730.01 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$4,462.6 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$8,017 
VXF Vanguard Extended Market ETF
-0.3%
-$1,106.18 
DUHP Dimensional US High Profitability ETF
-0.27%
-$53,008.67 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$7,012.17 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,887.12 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$30,449.7 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,198.12 
JPIE JPMorgan Income ETF
-0.09%
-$13,513.2 
V Visa Inc. Class A
-0.04%
-$156.93 Events
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Dividends
Dividend Analysis
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| Trades 873 | Longs Won 548/873 62% | Profit Factor 5.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $341,146.38 |
| Average Win $141,268.04 | Best Trade (Aug 28) $4.23M | Sharpe Ratio -13.95 |
| Average Loss -$45,883.08 | Worst Trade (Jun 30) -$869,231.25 | Z-Score 7.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $71,595.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,525 | 4,972 | 4,420 | 3,867 | 3,315 | 2,762 | 2,210 | 1,657 | 1,105 | 552 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,340 | $1.05M | $1.96M | - | $908,740.74 | 86.57% | -7.354% |
| AMGN Amgen Inc. | 1,312 | $297,057.27 | $505,329.92 | - | $208,272.65 | 70.11% | -0.64% |
| AVDV Avantis International Small Cap Value ETF | 65,420 | $3.64M | $6.85M | - | $3.2M | 87.95% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 19,924 | $1.1M | $1.78M | - | $687,585.82 | 62.75% | +0.101% |
| AVES Avantis Emerging Markets Value ETF | 100,210 | $5.06M | $6.24M | - | $1.17M | 23.18% | -0.749% |
| AVIV Avantis International Large Cap Value ETF | 5,070 | $294,767.6 | $409,199.7 | - | $114,432.1 | 38.82% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 347,107 | $19.55M | $31.99M | - | $12.44M | 63.62% | +0.141% |
| AVNM Avantis All International Markets Equity ETF | 4,131 | $269,800.9 | $339,113.77 | - | $69,312.87 | 25.69% | -0.473% |
| AVUS Avantis U.S. Equity ETF | 4,265 | $430,083.98 | $544,214 | - | $114,130.02 | 26.54% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 18,041 | $1.63M | $2.26M | - | $629,049.65 | 38.57% | +0.032% |
| BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2,117 | $185,797.48 | $232,552.45 | - | $46,754.97 | 25.16% | -0.529% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 6,685 | $748,735.82 | $786,824.5 | - | $38,088.68 | 5.09% | +0.06% |
| BRK-A Berkshire Hathaway Inc. | 4 | $1.8M | $3.07M | - | $1.26M | 70.11% | +0.21% |
| CAIE Calamos Autocallable Income ETF | 203,465 | $5.59M | $5.47M | - | -$124,113.65 | -2.22% | +0.562% |
| CEFS Saba Capital Income & Opportunities ETF | 352,729 | $6.91M | $8.75M | - | $1.83M | 26.52% | +0.121% |
| CGCP Capital Group Core Plus Income ETF | 28,009 | $647,568.08 | $613,677.19 | - | -$33,890.89 | -5.23% | -0.68% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 161,663 | $4.29M | $6.28M | - | $1.99M | 46.31% | +0.621% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 36,333 | $1.13M | $1.62M | - | $483,581.25 | 42.69% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 23,186 | $524,139.54 | $869,938.72 | - | $345,799.18 | 65.97% | +0.455% |
| DFAR Dimensional US Real Estate ETF | 55,930 | $1.33M | $1.5M | - | $164,434.2 | 12.33% | -0.52% |
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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 - $2.72M, JPMorgan Income ETF - $2.55M, Dimensional International Value ETF - $2.29M, PIMCO Multisector Bond Active ETF - $2.18M, and Saba Capital Income & Opportunities ETF - $1.65M. 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 - $1.1M, SPDR S&P Emerging Asia Pacific ETF - $1.08M, Schwab International Equity ETF - $1.02M, and Schwab U.S. REIT ETF - $688,240.91. 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 $25.73M earned over time. The largest contributors to dividend income include JPMorgan Income ETF - $2.54M, PIMCO Multisector Bond Active ETF - $2.17M, Dimensional International Value ETF - $1.76M, Saba Capital Income & Opportunities ETF - $1.55M, and Avantis U.S. Large Cap Value ETF - $1.29M. 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.
