AWG
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:
35.27%
Gain +0.41%
Monthly
0.39%
Yearly
4.82%
Drawdown
14.34%
$241.91M
Equity
Holdings
$241.91M
Investment
$183.02M
$57.6M
Profit +$1.1M
Realized
-$1.29M
Unrealized
$58.89M
Dividends
$23.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$1.1M
Win %
89%
This Week
Compared To Last Week
Gain
0.22%
Profit
$531,747.81
Win %
89%
This Month
Compared to last month
Gain
0.13%
Profit
$308,095.9
Win %
89%
This Year
Compared to last year
Gain
9.29%
Profit
$20.57M
Win %
89%
GDX VanEck Gold Miners ETF
+2.98%
+$131,049.84 
UMBF UMB Financial Corporation
+2.16%
+$36,550.8 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$29,574.58 
SSPY Syntax Stratified LargeCap ETF
+1.37%
+$94,104.65 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.37%
+$31,123.12 
SPGI S&P Global Inc.
+1.36%
+$39,124.68 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.31%
+$44,632.56 
V Visa Inc. Class A
+1.03%
+$3,679.2 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$10,607.23 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$29,915.82 
SCHH Schwab U.S. REIT ETF
+0.96%
+$2,549.09 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$16,681.86 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$27,156 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$5,292.54 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$59,637.18 
IQDF FlexShares International Quality Dividend Index Fund
+0.86%
+$9,437.1 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$8,789.14 
SRE Sempra
+0.82%
+$2,084.25 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$8,348.8 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
+0.8%
+$2,792.41 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$3,305.57 
GE General Electric Company
+0.75%
+$2,519.88 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$231,800.57 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$7,808.85 
AVUS Avantis U.S. Equity ETF
+0.69%
+$3,700.98 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$10,418.7 
AVNM Avantis All International Markets Equity ETF
+0.68%
+$2,312.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$18,334.24 
DFIV Dimensional International Value ETF
+0.58%
+$110,938.43 
VOO Vanguard S&P 500 ETF
+0.58%
+$12,473.88 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,827.2 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$7,235.4 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$1,724.16 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$7,412.72 
AVES Avantis Emerging Markets Value ETF
+0.53%
+$34,518.4 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$9,391.32 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$10,499.04 
VXF Vanguard Extended Market ETF
+0.48%
+$1,776.12 
AVIV Avantis International Large Cap Value ETF
+0.48%
+$1,900.87 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$2,738.84 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$4,108.86 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$1,170.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,564.56 
DUHP Dimensional US High Profitability ETF
+0.39%
+$75,781.44 
AMGN Amgen Inc.
+0.32%
+$1,494.54 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$36,448.6 
SCHF Schwab International Equity ETF
+0.29%
+$4,408.08 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$1,086.05 
XOM Exxon Mobil Corporation
+0.28%
+$1,334.55 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$3,156.78 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.22%
+$1,518.53 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.21%
+$14,621.58 
XCEM Columbia EM Core ex-China ETF
+0.21%
+$895.62 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.18%
+$762.27 
CEFS Saba Capital Income & Opportunities ETF
+0.16%
+$14,051.8 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$18,525.33 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$218.54 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$433.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$328.29 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$321.19 
JPIE JPMorgan Income ETF
+0.01%
+$1,709.26 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$82.39 
PCMM
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
AAPL Apple Inc.
-1.52%
-$28,183.5 
NFLX Netflix, Inc.
-1.14%
-$2,157.6 
XOVR ERShares Private-Public Crossover ETF
-0.7%
-$33,715.92 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.1%
-$298.95 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$667.29 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.06%
-$4,831.34 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$104.34 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.02%
-$763.53 Events
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Dividends
Dividend Analysis
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| Trades 807 | Longs Won 497/807 61% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,417.41 |
| Average Win $142,828 | Best Trade (Jun 12) $3.81M | Sharpe Ratio -16.24 |
| Average Loss -$43,173.38 | Worst Trade (Jun 30) -$869,231.25 | Z-Score 2.8 (99.5%) |
| Commissions $0 | Avg. Trade Length 1y 8m 5d | Expectancy $71,377.66 |
| 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 | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
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Returns
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