Patrick Byrne Portfolio
Invests via Aspetuck Financial Management LLC | Managed by Patrick Byrne
Invests via Aspetuck Financial Management LLC
Managed by Patrick Byrne
Automatically Tracked
Veteran e-commerce entrepreneur who founded and led Overstock.com through IPO and early public-market growth, later repositioning the business toward blockchain and alternative-asset initiatives. Patrick Byrne combines operating experience with activist-investor instincts, having overseen corporate governance, capital markets engagement, and strategic M&A. Known for public-market advocacy and tech-driven retail-to-fintech transitions, he serves as an adviser and investor in digital-asset and marketplace ventures.
Veteran e-commerce entrepreneur who founded and led Overstock.com through IPO and early public-market growth, later repositioning the business toward blockchain and alternative-asset initiatives. Patrick Byrne combines operating experience with activist-investor instincts, having overseen corporate governance, capital markets engagement, and strategic M&A. Known for public-market advocacy and tech-driven retail-to-fintech transitions, he serves as an adviser and investor in digital-asset and marketplace ventures.
Investment Philosophy & Strategy
Veteran e-commerce entrepreneur who founded and led Overstock.com through IPO and early public-market growth, later repositioning the business toward blockchain and alternative-asset initiatives. Patrick Byrne combines operating experience with activist-investor instincts, having overseen corporate governance, capital markets engagement, and strategic M&A. Known for public-market advocacy and tech-driven retail-to-fintech transitions, he serves as an adviser and investor in digital-asset and marketplace ventures.
Veteran e-commerce entrepreneur who founded and led Overstock.com through IPO and early public-market growth, later repositioning the business toward blockchain and alternative-asset initiatives. Patrick Byrne combines operating experience with activist-investor instincts, having overseen corporate governance, capital markets engagement, and strategic M&A. Known for public-market advocacy and tech-driven retail-to-fintech transitions, he serves as an adviser and investor in digital-asset and marketplace ventures.
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:
0.87%
Gain
Monthly
0.05%
Yearly
0.56%
Drawdown
25.82%
$163.65M
Equity
Holdings
$163.65M
Investment
$124.63M
$40.18M
Profit -$1.72M
Realized
$1.16M
Unrealized
$39.02M
Dividends
$4.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.72M
Win %
74%
This Week
Compared To Last Week
Gain
-2.27%
Profit
-$3.81M
Win %
74%
This Month
Compared to last month
Gain
-2.01%
Profit
-$3.35M
Win %
74%
This Year
Compared to last year
Gain
12.12%
Profit
$17.69M
Win %
74%
NOC Northrop Grumman Corporation
+3.32%
+$18,730.8 
MO Altria Group, Inc.
+2.94%
+$49,066.87 
MRK Merck & Co., Inc.
+2.92%
+$40,284 
GE General Electric Company
+2.46%
+$10,905.6 
COP ConocoPhillips
+2.4%
+$33,194.79 
LMT Lockheed Martin Corporation
+2.28%
+$15,467.4 
PM Philip Morris International Inc.
+2.19%
+$5,029.8 
CSCO Cisco Systems, Inc.
+2.02%
+$21,958.56 
MPC Marathon Petroleum Corporation
+2%
+$68,660.28 
CVX Chevron Corporation
+1.98%
+$4,196.92 
JNJ Johnson & Johnson
+1.94%
+$16,465.75 
DVN Devon Energy Corporation
+1.92%
+$13,541.55 
FENY Fidelity MSCI Energy Index ETF
+1.49%
+$29,435.63 
EOG EOG Resources, Inc.
+1.36%
+$13,163.85 
UNH UnitedHealth Group Incorporated
+1.29%
+$6,643.55 
NEE NextEra Energy, Inc.
+1.26%
+$5,688 
CRWD CrowdStrike Holdings, Inc.
+1.24%
+$11,283.8 
BX Blackstone Inc.
+1.05%
+$6,621.8 
FUTY Fidelity MSCI Utilities Index ETF
+1.01%
+$4,275.14 
LLY Eli Lilly and Company
+0.98%
+$5,656.3 
HD The Home Depot, Inc.
+0.9%
+$2,986.02 
MDT Medtronic plc
+0.86%
+$2,178 
DHI D.R. Horton, Inc.
+0.73%
+$1,904.05 
FHLC Fidelity MSCI Health Care Index ETF
+0.67%
+$14,615.81 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.59%
+$3,362.4 
BA Boeing Company
+0.5%
+$1,362.11 
GLDM SPDR Gold MiniShares Trust
+0.47%
+$10,622.7 
SCHP Schwab U.S. TIPS ETF
+0.33%
+$1,054 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.27%
+$7,285.74 
MPLX MPLX LP
+0.26%
+$750 
SMBS Schwab Mortgage-Backed Securities ETF
+0.26%
+$1,868.75 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.22%
+$6,544.73 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.14%
+$3,666.69 
BLK BlackRock, Inc.
+0.13%
+$1,092.54 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$418 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$3,499.53 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$2,318.49 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$3,108.47 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$465.6 
FNCL Fidelity MSCI Financials Index ETF
+0.01%
+$133.29 
PSK SPDR ICE Preferred Securities ETF
0%
$0 
NFLX Netflix, Inc.
-9.91%
-$41,833.2 
RMBS Rambus Inc.
-5.89%
-$228,095.62 
LRCX Lam Research Corporation
-4.06%
-$326,984.28 
VRT Vertiv Holdings Co
-3.98%
-$35,135.1 
META Meta Platforms Inc Class A
-3.37%
-$46,349 
ASML ASML Holding N.V. New York Registry Shares
-2.84%
-$15,999.08 
NVDA NVIDIA Corporation
-2.72%
-$594,574.44 
TSLA Tesla, Inc.
-2.51%
-$17,756.1 
AVGO Broadcom Inc.
-2.39%
-$112,868.45 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.29%
-$13,663.4 
GOOGL Alphabet Inc
-2.14%
-$149,651.8 
GS The Goldman Sachs Group, Inc.
-1.99%
-$24,261.84 
MSFT Microsoft Corp.
-1.97%
-$109,068.87 
FTEC Fidelity MSCI Information Technology Index ETF
-1.95%
-$144,341.73 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$5,592 
NXPI NXP Semiconductors N.V.
-1.9%
-$8,866.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.75%
-$48,916.17 
CAT Caterpillar Inc.
-1.67%
-$11,688 
QCOM QUALCOMM Incorporated
-1.6%
-$28,170.87 
CEG Constellation Energy Corporation
-1.58%
-$5,985 
FCX Freeport-McMoRan Inc.
-1.23%
-$10,402.56 
VST Vistra Corp
-1.16%
-$8,552.69 
AXP American Express Company
-1%
-$3,728.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.89%
-$45,933.36 
AMZN Amazon.com Inc
-0.79%
-$30,381.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$4,742.94 
MA Mastercard Incorporated
-0.7%
-$5,843.28 
AAPL Apple Inc.
-0.7%
-$41,481.78 
NEM Newmont Corporation
-0.46%
-$2,588.88 
SCHW Charles Schwab Corporation
-0.46%
-$3,158.87 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$22,608 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.28%
-$12,087.23 
JPM JPMorgan Chase & Co.
-0.14%
-$5,465.17 
SRLN SPDR Blackstone Senior Loan ETF
-0.03%
-$578.55 Events
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Dividends
Dividend Analysis
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| Trades 466 | Longs Won 238/466 51% | Profit Factor 26.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $500,651.06 |
| Average Win $175,458.26 | Best Trade (Jul 14) $7.69M | Sharpe Ratio -13.77 |
| Average Loss -$6,929.88 | Worst Trade (Jul 10) -$505,661.6 | Z-Score -2.63 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $86,221.14 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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