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:
34.68%
Gain +0.01%
Monthly
1.5%
Yearly
19.57%
Drawdown
16.49%
$172.27M
Equity
Holdings
$172.27M
Investment
$127.64M
$45.62M
Profit +$10,793.16
Realized
$994,813.74
Unrealized
$44.63M
Dividends
$4.33M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$10,793.16
Win %
71%
This Week
Compared To Last Week
Gain
0.01%
Profit
$10,793.16
Win %
71%
This Month
Compared to last month
Gain
3.78%
Profit
$6.28M
Win %
71%
This Year
Compared to last year
Gain
1.42%
Profit
$2.41M
Win %
72%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$20,824.41 
ANET Arista Networks, Inc.
+3.31%
+$7,596 
COP ConocoPhillips
+2.35%
+$35,414.07 
EOG EOG Resources, Inc.
+0.83%
+$8,395.7 
META Meta Platforms Inc Class A
+0.71%
+$8,820.04 
TSLA Tesla, Inc.
+0.58%
+$3,493.3 
INTC Intel Corporation
+0.2%
+$341.43 
BA Boeing Company
+0.19%
+$674.11 
PM Philip Morris International Inc.
+0.12%
+$266.64 
AVGO Broadcom Inc.
0%
+$0.13 
AXP American Express Company
0%
$0 
BLK BlackRock, Inc.
0%
-$0.02 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
CEG Constellation Energy Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
GE General Electric Company
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LMT Lockheed Martin Corporation
0%
+$0.04 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MDT Medtronic plc
0%
$0 
MPLX MPLX LP
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.03 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
+$0.02 
QCOM QUALCOMM Incorporated
0%
$0 
RMBS Rambus Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
VST Vistra Corp
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.03 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
FENY Fidelity MSCI Energy Index ETF
0%
$0 
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FNCL Fidelity MSCI Financials Index ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.09 
IWF iShares Russell 1000 Growth ETF
0%
$0 
PSK SPDR ICE Preferred Securities ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.15 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
SMBS Schwab Mortgage-Backed Securities ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.01 
Events
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Dividends
Dividend Analysis
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| Trades 528 | Longs Won 335/528 63% | Profit Factor 23.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $537,611.43 |
| Average Win $142,372.35 | Best Trade (Aug 28) $9.79M | Sharpe Ratio -10.09 |
| Average Loss -$10,734.45 | Worst Trade (Aug 19) -$192,566.39 | Z-Score 5.6 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $86,407.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 18,010 | $4.52M | $5.49M | - | $975,541.06 | 21.6% | -1.087% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,670 | $509,964.18 | $590,755 | - | $80,790.82 | 15.84% | 0.0 |
 AMZN Amazon.com Inc | 15,478 | $3.39M | $4.21M | - | $823,810 | 24.3% | -2.093% |
| ANET Arista Networks, Inc. | 1,200 | $203,856 | $237,420 | - | $33,564 | 16.46% | +3.305% |
| ASML ASML Holding N.V. New York Registry Shares | 316 | $219,013.25 | $568,604.08 | - | $349,590.83 | 159.62% | +3.802% |
| AVGO Broadcom Inc. | 12,576 | $2.92M | $5.31M | - | $2.39M | 82.07% | 0.0 |
| AXP American Express Company | 1,065 | $317,754.2 | $360,885.89 | - | $43,131.69 | 13.57% | 0.0 |
| BA Boeing Company | 1,498 | $313,673.76 | $349,393.52 | - | $35,719.76 | 11.39% | +0.193% |
| BLK BlackRock, Inc. | 798 | $817,274.75 | $902,857.2 | - | $85,582.45 | 10.47% | 0.0 |
| BX Blackstone Inc. | 6,083 | $973,386.14 | $861,717.78 | - | -$111,668.36 | -11.47% | 0.0 |
| CAT Caterpillar Inc. | 817 | $339,827.79 | $684,302.86 | - | $344,475.07 | 101.37% | 0.0 |
| CEG Constellation Energy Corporation | 1,625 | $371,238.48 | $439,448.73 | - | $68,210.25 | 18.37% | 0.0 |
| COP ConocoPhillips | 12,254 | $1.22M | $1.54M | - | $323,675.39 | 26.54% | +2.349% |
| CRWD CrowdStrike Holdings, Inc. | 5,108 | $505,860.8 | $1.15M | - | $644,256.48 | 127.36% | 0.0 |
| CSCO Cisco Systems, Inc. | 9,936 | $588,302.75 | $1.22M | - | $629,552.77 | 107.01% | 0.0 |
| DVN Devon Energy Corporation | 16,569 | $545,393.85 | $751,569.84 | - | $206,175.99 | 37.8% | 0.0 |
| EMXC iShares MSCI Emerging Markets ex China ETF | 6,390 | $365,930.45 | $599,126.4 | - | $233,195.95 | 63.73% | 0.0 |
| EOG EOG Resources, Inc. | 7,115 | $878,176.76 | $1.02M | - | $142,114.24 | 16.18% | +0.83% |
| FCOM Fidelity MSCI Communication Services Index ETF | 2,920 | $202,882 | $207,641.2 | - | $4,759.2 | 2.35% | 0.0 |
| FCX Freeport-McMoRan Inc. | 14,758 | $571,681.71 | $1.04M | - | $468,904.87 | 82.02% | 0.0 |
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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 - $907,935.5, SPDR Bloomberg Investment Grade Floating Rate ETF - $715,910.34, SPDR Blackstone Senior Loan ETF - $293,450.93, SPDR Portfolio Short Term Corporate Bond ETF - $250,132.02, and SPDR Portfolio Long Term Corporate Bond ETF - $245,110.65. 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 - $85,299.6, Alphabet Inc - $38,874, 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 $4.33M earned over time. The largest contributors to dividend income include SPDR Bloomberg Investment Grade Floating Rate ETF - $715,609.59, SPDR Blackstone Senior Loan ETF - $314,322.12, SPDR Portfolio Short Term Corporate Bond ETF - $249,167.67, SPDR Portfolio Long Term Corporate Bond ETF - $233,533.81, and SPDR Portfolio Developed World ex-US ETF - $214,267.2. 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.
