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:
34.01%
Gain -0.4%
Monthly
1.37%
Yearly
17.78%
Drawdown
16.49%
$171.47M
Equity
Holdings
$171.47M
Investment
$127.64M
$44.83M
Profit -$712,132.64
Realized
$994,992.34
Unrealized
$43.83M
Dividends
$4.81M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$712,132.64
Win %
67%
This Week
Compared To Last Week
Gain
-2.19%
Profit
-$3.84M
Win %
67%
This Month
Compared to last month
Gain
-0.57%
Profit
-$979,355.54
Win %
67%
This Year
Compared to last year
Gain
0.95%
Profit
$1.62M
Win %
68%
HONA Honeywell Aerospace Inc.
+4.9%
+$11,148.89 
LLY Eli Lilly and Company
+4.64%
+$28,672.21 
UNH UnitedHealth Group Incorporated
+3.71%
+$17,583.33 
BLK BlackRock, Inc.
+3.7%
+$31,720.47 
HD The Home Depot, Inc.
+3.5%
+$9,854.82 
NFLX Netflix, Inc.
+3.33%
+$13,324.5 
BX Blackstone Inc.
+2.97%
+$19,161.45 
NXPI NXP Semiconductors N.V.
+2.92%
+$11,061.75 
NEM Newmont Corporation
+2.46%
+$17,862.06 
MA Mastercard Incorporated
+2.4%
+$23,280.6 
FHLC Fidelity MSCI Health Care Index ETF
+2.18%
+$52,545.22 
AXP American Express Company
+2.17%
+$7,087.57 
QCOM QUALCOMM Incorporated
+1.84%
+$34,474.38 
LMT Lockheed Martin Corporation
+1.78%
+$12,600.64 
MDT Medtronic plc
+1.54%
+$4,401.37 
FNCL Fidelity MSCI Financials Index ETF
+1.35%
+$11,424.4 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.29%
+$32,068.71 
GLDM SPDR Gold MiniShares Trust
+1.29%
+$30,384.42 
PSK SPDR ICE Preferred Securities ETF
+1.2%
+$18,728.17 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.13%
+$6,654.75 
BA Boeing Company
+1.09%
+$3,010.98 
MSFT Microsoft Corp.
+1.05%
+$78,718.66 
FCOM Fidelity MSCI Communication Services Index ETF
+1.05%
+$2,219.2 
MO Altria Group, Inc.
+0.96%
+$16,126.87 
IJR iShares Core S&P Small-Cap ETF
+0.9%
+$55,255.02 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$27,878.7 
GE General Electric Company
+0.75%
+$3,139.59 
SMBS Schwab Mortgage-Backed Securities ETF
+0.62%
+$6,300 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.59%
+$23,896.12 
SCHP Schwab U.S. TIPS ETF
+0.57%
+$2,443.25 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$16,057.31 
NEE NextEra Energy, Inc.
+0.55%
+$2,432.08 
GS The Goldman Sachs Group, Inc.
+0.54%
+$5,301 
GOOGL Alphabet Inc
+0.52%
+$35,883.12 
GOOG Alphabet Inc
+0.49%
+$1,123.91 
VST Vistra Corp
+0.43%
+$3,585.17 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.42%
+$11,199.47 
NOC Northrop Grumman Corporation
+0.38%
+$2,400.97 
MRK Merck & Co., Inc.
+0.36%
+$6,068.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.25%
+$13,188.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$858 
SRLN SPDR Blackstone Senior Loan ETF
+0.16%
+$3,782.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$766.57 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$4,010.12 
META Meta Platforms Inc Class A
+0.1%
+$1,543.5 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$3,177.68 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$452.55 
ANET Arista Networks, Inc.
-6.52%
-$15,282 
VRT Vertiv Holdings Co
-6.51%
-$43,573.53 
LRCX Lam Research Corporation
-4.92%
-$353,692.13 
INTC Intel Corporation
-4.64%
-$8,176.35 
CSCO Cisco Systems, Inc.
-4%
-$45,208.8 
CAT Caterpillar Inc.
-3.1%
-$18,962.57 
SCHW Charles Schwab Corporation
-2.9%
-$18,886.01 
CRWD CrowdStrike Holdings, Inc.
-2.83%
-$36,062.48 
PM Philip Morris International Inc.
-2.42%
-$6,029.7 
AVGO Broadcom Inc.
-2.36%
-$102,934.56 
CEG Constellation Energy Corporation
-1.98%
-$8,970.02 
NVDA NVIDIA Corporation
-1.89%
-$443,331.33 
TSLA Tesla, Inc.
-1.8%
-$11,991.23 
MPC Marathon Petroleum Corporation
-1.7%
-$92,556.86 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.65%
-$10,032.3 
FENY Fidelity MSCI Energy Index ETF
-1.43%
-$32,271.7 
FTEC Fidelity MSCI Information Technology Index ETF
-1.25%
-$103,950.03 
ROK Rockwell Automation, Inc.
-1.11%
-$2,312.4 
DVN Devon Energy Corporation
-0.79%
-$6,544.76 
EOG EOG Resources, Inc.
-0.71%
-$7,755.35 
MPLX MPLX LP
-0.7%
-$2,000 
IWF iShares Russell 1000 Growth ETF
-0.54%
-$1,613.76 
FCX Freeport-McMoRan Inc.
-0.47%
-$4,870.14 
ASML ASML Holding N.V. New York Registry Shares
-0.46%
-$2,411.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.45%
-$12,335.99 
JPM JPMorgan Chase & Co.
-0.37%
-$14,326.25 
RMBS Rambus Inc.
-0.35%
-$12,216 
FUTY Fidelity MSCI Utilities Index ETF
-0.24%
-$1,227.98 
AMZN Amazon.com Inc
-0.16%
-$6,345.98 
AAPL Apple Inc.
-0.15%
-$9,004.82 
COP ConocoPhillips
-0.08%
-$1,470.48 
JNJ Johnson & Johnson
-0.07%
-$645.05 Events
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Dividends
Dividend Analysis
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| Trades 528 | Longs Won 326/528 61% | Profit Factor 18.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $525,856.46 |
| Average Win $145,562.29 | Best Trade (Oct 14) $9.2M | Sharpe Ratio -10.09 |
| Average Loss -$12,996.61 | Worst Trade (Oct 14) -$282,170.94 | Z-Score 4.8 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $84,901.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,010 | $4.52M | $6.17M | - | $1.65M | 36.58% | -0.146% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,670 | $509,964.18 | $594,467.65 | - | $84,503.47 | 16.57% | +1.132% |
| AMZN Amazon.com Inc | 15,478 | $3.39M | $3.93M | - | $535,919.2 | 15.81% | -0.161% |
| ANET Arista Networks, Inc. | 1,200 | $203,856 | $219,222 | - | $15,366 | 7.54% | -6.517% |
| ASML ASML Holding N.V. New York Registry Shares | 316 | $219,013.25 | $518,988.92 | - | $299,975.67 | 136.97% | -0.462% |
| AVGO Broadcom Inc. | 12,576 | $2.92M | $4.25M | - | $1.33M | 45.72% | -2.364% |
| AXP American Express Company | 1,065 | $317,754.2 | $333,989.32 | - | $16,235.12 | 5.11% | +2.168% |
| BA Boeing Company | 1,498 | $313,673.76 | $279,631.66 | - | -$34,042.1 | -10.85% | +1.088% |
| BLK BlackRock, Inc. | 798 | $817,274.75 | $888,604.92 | - | $71,330.17 | 8.73% | +3.702% |
| BX Blackstone Inc. | 6,083 | $973,386.14 | $665,236.88 | - | -$308,149.26 | -31.66% | +2.966% |
| CAT Caterpillar Inc. | 817 | $339,827.79 | $592,954.09 | - | $253,126.3 | 74.49% | -3.099% |
| CEG Constellation Energy Corporation | 1,625 | $371,238.48 | $445,282.5 | - | $74,044.02 | 19.95% | -1.975% |
| COP ConocoPhillips | 12,254 | $1.22M | $1.74M | - | $523,415.59 | 42.93% | -0.084% |
| CRWD CrowdStrike Holdings, Inc. | 5,108 | $505,860.8 | $1.24M | - | $731,450.04 | 144.6% | -2.832% |
| CSCO Cisco Systems, Inc. | 9,936 | $588,302.75 | $1.08M | - | $495,615.49 | 84.24% | -4.004% |
| DVN Devon Energy Corporation | 16,569 | $545,393.85 | $820,579.72 | - | $275,185.87 | 50.46% | -0.791% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 6,390 | $365,930.45 | $597,720.6 | - | $231,790.15 | 63.34% | -1.651% |
| EOG EOG Resources, Inc. | 7,115 | $878,176.76 | $1.09M | - | $211,129.74 | 24.04% | -0.707% |
| FCOM Fidelity MSCI Communication Services Index ETF | 2,920 | $202,882 | $212,751.2 | - | $9,869.2 | 4.86% | +1.054% |
| FCX Freeport-McMoRan Inc. | 14,758 | $571,681.71 | $1.02M | - | $450,900.11 | 78.87% | -0.474% |
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FAQ
Which stocks have generated the highest profits for Patrick Byrne?
The largest contributions to the portfolio's profits come from the following stocks: Altria Group, Inc - $933,326.75, SPDR Bloomberg Investment Grade Floating Rate ETF - $750,610.61, SPDR Blackstone Senior Loan ETF - $322,567.71, SPDR Portfolio Short Term Corporate Bond ETF - $275,382.05, and SPDR Portfolio Long Term Corporate Bond ETF - $269,758.78. 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: Tesla, Inc - $90,280.16, Vertiv Holdings Co - $85,111.91, Alphabet Inc - $38,725.94, ServiceNow, Inc - $26,397, and Novo Nordisk A/S Sponsored ADR - $23,228.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick Byrne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.81M earned over time. The largest contributors to dividend income include SPDR Bloomberg Investment Grade Floating Rate ETF - $750,309.86, SPDR Blackstone Senior Loan ETF - $343,438.9, SPDR Portfolio Short Term Corporate Bond ETF - $274,417.7, SPDR Portfolio Long Term Corporate Bond ETF - $258,181.94, and WisdomTree Floating Rate Treasury Fund - $225,652.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick Byrne's monthly returns?
Patrick Byrne's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Patrick Byrne's strategy be considered aggressive or moderate?
Patrick Byrne's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Patrick Byrne's strategy?
Patrick Byrne's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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