Emilie Camilleri Portfolio
Invests via Bryant Woods Investment Advisors LLC | Managed by Emilie Camilleri
Invests via Bryant Woods Investment Advisors LLC
Managed by Emilie Camilleri
Automatically Tracked
Emilie Camilleri Profile
With a robust background in finance and entrepreneurship, Emilie Camilleri is recognized for her dynamic leadership within the investment landscape. Having co-founded a successful venture focusing on sustainable technology solutions, she exemplifies the intersection of innovation and market viability. Her experience spans various sectors, including renewable energy and advanced manufacturing, where she has played pivotal roles in scaling operations and enhancing value propositions. As an advocate for integrating environmental consciousness with business strategy, her efforts are vital as markets increasingly pivot towards sustainability-driven initiatives.
With a robust background in finance and entrepreneurship, Emilie Camilleri is recognized for her dynamic leadership within the investment landscape. Having co-founded a successful venture focusing on sustainable technology solutions, she exemplifies the intersection of innovation and market viability. Her experience spans various sectors, including renewable energy and advanced manufacturing, where she has played pivotal roles in scaling operations and enhancing value propositions. As an advocate for integrating environmental consciousness with business strategy, her efforts are vital as markets increasingly pivot towards sustainability-driven initiatives.
Investment Philosophy & Strategy
In the rapidly evolving sector of sustainable investments, Emilie Camilleri's strategic foresight positions her to capitalize on emerging trends. Her entrepreneurial journey reflects a commitment to innovation, with a focus on renewable technologies that align economic growth with environmental stewardship. By leveraging insights from various industries, she aims to identify unique opportunities where market needs intersect with ecological responsibility. This approach not only fosters capital efficiency but also encourages transformative initiatives in the tech space. As markets prioritize sustainability, her leadership will be crucial in driving impactful investment strategies and scaling operations that support long-term value creation.
In the rapidly evolving sector of sustainable investments, Emilie Camilleri's strategic foresight positions her to capitalize on emerging trends. Her entrepreneurial journey reflects a commitment to innovation, with a focus on renewable technologies that align economic growth with environmental stewardship. By leveraging insights from various industries, she aims to identify unique opportunities where market needs intersect with ecological responsibility. This approach not only fosters capital efficiency but also encourages transformative initiatives in the tech space. As markets prioritize sustainability, her leadership will be crucial in driving impactful investment strategies and scaling operations that support long-term value creation.
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:
114.63%
Gain +2.11%
Monthly
1.05%
Yearly
13.39%
Drawdown
24.87%
$365.03M
Equity
Holdings
$365.03M
Investment
$275.81M
$92.99M
Profit +$3.8M
Realized
$3.77M
Unrealized
$89.21M
Dividends
$11.36M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.11%
Profit
$3.8M
Win %
84%
This Week
Compared To Last Week
Gain
1.05%
Profit
$3.8M
Win %
84%
This Month
Compared to last month
Gain
0.05%
Profit
$178,064.65
Win %
84%
This Year
Compared to last year
Gain
1.51%
Profit
$5.43M
Win %
81%
ACHR Archer Aviation Inc.
+3.9%
+$2,461.64 
CRWD CrowdStrike Holdings, Inc.
+3.86%
+$14,063.78 
KLAC KLA Corporation
+3.25%
+$4,798.07 
JBLU JetBlue Airways Corporation
+2.98%
+$1,458.34 
GOOG Alphabet Inc
+2.35%
+$13,065.35 
QQQ Invesco QQQ Trust, Series 1
+2.33%
+$15,067.94 
MU Micron Technology, Inc.
+2.25%
+$41,517.7 
QQQM Invesco NASDAQ 100 ETF
+2.23%
+$6,211.48 
IEMG iShares Core MSCI Emerging Markets ETF
+2.17%
+$251,141.2 
MTUM iShares MSCI USA Momentum Factor ETF
+2.11%
+$44,754.97 
XLK State Street Technology Select Sector SPDR ETF
+2.07%
+$88,983.77 
GOOGL Alphabet Inc
+2.04%
+$13,073.56 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.93%
+$9,198.9 
AMGN Amgen Inc.
+1.8%
+$4,294.32 
FDMO Fidelity Momentum Factor ETF
+1.68%
+$18,987.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.64%
+$36,938 
DMRC Digimarc Corporation
+1.61%
+$8,035.26 
ABEV Ambev S.A.
+1.53%
+$579.33 
GE General Electric Company
+1.36%
+$2,380.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.31%
+$5,226.37 
TSPA T. Rowe Price U.S. Equity Research ETF
+1.26%
+$100,119.03 
PTLC Pacer Trendpilot US Large Cap ETF
+1.25%
+$2,798.97 
NVDA NVIDIA Corporation
+1.24%
+$24,453.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.23%
+$15,758.53 
QUAL iShares MSCI USA Quality Factor ETF
+1.23%
+$19,924.83 
IVV iShares Core S&P 500 ETF
+1.2%
+$1.23M 
VOO Vanguard S&P 500 ETF
+1.2%
+$370,921.73 
SPY SPDR S&P 500 ETF Trust
+1.18%
+$10,093.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.16%
+$3,537.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.14%
+$2,538.4 
XBI SPDR S&P Biotech ETF
+1.14%
+$8,885.76 
DFAU Dimensional US Core Equity Market ETF
+1.07%
+$2,573.01 
TDY Teledyne Technologies Incorporated
+1.07%
+$2,372.66 
VXF Vanguard Extended Market ETF
+1.07%
+$4,205.08 
MOG-A Moog Inc.
+1.07%
+$11,276.02 
DUHP Dimensional US High Profitability ETF
+1.02%
+$45,139.25 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.98%
+$132,926.46 
AMZN Amazon.com Inc
+0.97%
+$24,747.6 
VNQ Vanguard Real Estate ETF
+0.96%
+$6,781.8 
FQAL Fidelity Quality Factor ETF
+0.92%
+$9,046.73 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$76,814.12 
FENI Fidelity Enhanced International ETF
+0.91%
+$118,637.77 
IQLT iShares MSCI International Quality Factor ETF
+0.83%
+$12,220.5 
DFAW Dimensional World Equity ETF
+0.81%
+$118,809.69 
VST Vistra Corp
+0.74%
+$1,508 
VO Vanguard Mid-Cap ETF
+0.72%
+$15,824.14 
DFAI Dimensional International Core Equity Market ETF
+0.71%
+$10,361.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.64%
+$5,033.12 
VTWO Vanguard Russell 2000 ETF
+0.62%
+$4,439.52 
JNJ Johnson & Johnson
+0.6%
+$3,296.72 
IVE ISHARES S&P 500 VALUE ETF
+0.58%
+$13,107.15 
IJH iShares Core S&P Mid-Cap ETF
+0.49%
+$147,531.6 
AAPL Apple Inc.
+0.48%
+$107,796.79 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.48%
+$50,731.49 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.46%
+$26,237.12 
AVGO Broadcom Inc.
+0.46%
+$2,210.72 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$51,781.55 
PPG PPG Industries Inc.
+0.37%
+$780 
VTV Vanguard Value ETF
+0.35%
+$1,942.87 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.35%
+$2,425.28 
CW Curtiss-Wright Corporation
+0.32%
+$1,262.89 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$5,812.56 
FBND Fidelity Total Bond ETF
+0.26%
+$9,929.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.25%
+$4,948.87 
XLV Health Care Select Sector SPDR Fund
+0.25%
+$997.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$9,510.6 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$3,148.84 
WTM White Mountains Insurance Group Ltd.
+0.18%
+$1,285.2 
XLI Industrial Select Sector SPDR Fund
+0.17%
+$1,556.52 
BINC iShares Flexible Income Active ETF
+0.13%
+$2,494.37 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.11%
+$1,976.2 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$125.88 
UNP Union Pacific Corporation
-2.72%
-$24,656.4 
MPC Marathon Petroleum Corporation
-2.2%
-$10,934.76 
ATI ATI Inc.
-2%
-$4,917.72 
NUE Nucor Corporation
-1.38%
-$3,937.64 
LIN Linde plc
-0.55%
-$6,922.88 
MTB M&T Bank Corporation
-0.44%
-$3,143.2 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$5,954 
BRK-A Berkshire Hathaway Inc.
-0.25%
-$3,762.84 
LQDA Liquidia Corporation
-0.15%
-$860 
LHX L3Harris Technologies, Inc.
-0.12%
-$1,199.96 
V Visa Inc. Class A
-0.08%
-$191.41 
PULS PGIM Ultra Short Bond ETF
0%
-$42.97 
MSFT Microsoft Corp.
0%
-$35.04 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 493/704 70% | Profit Factor 10.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $628,070.11 |
| Average Win $208,632.62 | Best Trade (Sep 03) $8.53M | Sharpe Ratio -10.29 |
| Average Loss -$46,761.79 | Worst Trade (Sep 22) -$1.75M | Z-Score 11.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2d | Expectancy $132,086.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 66,133 | $11.59M | $22.34M | - | $10.75M | 92.79% | +0.485% |
| ABEV Ambev S.A. | 12,874 | $40,424.36 | $38,428.89 | - | -$1,995.47 | -4.94% | +1.531% |
| ACHR Archer Aviation Inc. | 12,008 | $56,797.84 | $65,623.72 | - | $8,825.88 | 15.54% | +3.897% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 5,512 | $576,775.68 | $691,039.44 | - | $114,263.76 | 19.81% | +0.352% |
| AGG iShares Core U.S. Aggregate Bond ETF | 43,230 | $4.28M | $4.16M | - | -$121,044 | -2.83% | +0.229% |
| AMGN Amgen Inc. | 617 | $223,428.04 | $242,240.37 | - | $18,812.33 | 8.42% | +1.805% |
| AMZN Amazon.com Inc | 10,060 | $1.46M | $2.58M | - | $1.12M | 76.42% | +0.97% |
| ATI ATI Inc. | 1,284 | $256,158 | $241,135.2 | - | -$15,022.8 | -5.86% | -1.999% |
| AVGO Broadcom Inc. | 1,348 | $253,929.69 | $483,392.8 | - | $229,463.11 | 90.36% | +0.459% |
| BINC iShares Flexible Income Active ETF | 38,375 | $2.01M | $1.97M | - | -$39,334.38 | -1.96% | +0.127% |
| BND Vanguard Total Bond Market Index Fund | 19,854 | $1.44M | $1.42M | - | -$23,501.94 | -1.63% | +0.223% |
| BRK-A Berkshire Hathaway Inc. | 2 | $901,324 | $1.52M | - | $622,113.16 | 69.02% | -0.246% |
| BRK-B Berkshire Hathaway Inc. | 2,977 | $921,858.5 | $1.51M | - | $589,772.79 | 63.98% | -0.392% |
| CRWD CrowdStrike Holdings, Inc. | 1,532 | $292,282.62 | $378,143.56 | - | $85,860.94 | 29.38% | +3.863% |
| CW Curtiss-Wright Corporation | 692 | $227,453.48 | $394,505.74 | - | $167,052.26 | 73.44% | +0.321% |
| DFAI Dimensional International Core Equity Market ETF | 34,538 | $1.17M | $1.47M | - | $295,580.06 | 25.23% | +0.711% |
| DFAU Dimensional US Core Equity Market ETF | 4,554 | $235,396.26 | $241,885.71 | - | $6,489.45 | 2.76% | +1.075% |
| DFAW Dimensional World Equity ETF | 175,702 | $11.41M | $14.86M | - | $3.45M | 30.25% | +0.806% |
| DMRC Digimarc Corporation | 99,693 | $949,077.36 | $506,500.26 | - | -$442,577.1 | -46.63% | +1.612% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 17,035 | $413,940.42 | $486,860.3 | - | $72,919.88 | 17.62% | +1.926% |
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FAQ
Which stocks have generated the highest profits for Emilie Camilleri?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $5.82M, Vanguard S&P 500 ETF - $1.87M, iShares Core S&P Mid-Cap ETF - $1.6M, NVIDIA Corporation - $1.5M, and iShares MSCI Global Minimum Volatility ETF - $734,827.53. 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: Vanguard S&P Small-Cap 600 ETF - $1.79M, Fidelity Low Volatility Factor ETF - $703,814.78, Vanguard Real Estate ETF - $140,047.54, QUALCOMM Incorporated - $85,196.55, and Schlumberger Limited - $75,464.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Emilie Camilleri's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.36M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.99M, iShares Core MSCI Emerging Markets ETF - $1.09M, iShares Core S&P Mid-Cap ETF - $942,246.86, Vanguard S&P 500 ETF - $868,747.04, and iShares Core S&P Small-Cap ETF - $866,163.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Emilie Camilleri's monthly returns?
Emilie Camilleri'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 Emilie Camilleri's strategy be considered aggressive or moderate?
Emilie Camilleri'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 Emilie Camilleri's strategy?
Emilie Camilleri'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.
