Gary Dempsey Portfolio
Invests via Leslie Global Wealth LLC | Managed by Gary D. Dempsey
Invests via Leslie Global Wealth LLC
Managed by Gary D. Dempsey
Automatically Tracked
Gary Dempsey Profile
With a robust history in corporate finance and private equity, Gary Dempsey has established himself as an influential figure in the investment landscape. His extensive background includes leading financial operations at various firms where he drove strategic initiatives that resulted in significant growth and value creation. Recognized for his analytical acumen and leadership capabilities, he often collaborates with entrepreneurial ventures seeking to scale their operations efficiently. As a thought leader, Dempsey remains engaged with emerging market trends and innovative business practices, positioning himself at the forefront of contemporary capital markets discussions.
With a robust history in corporate finance and private equity, Gary Dempsey has established himself as an influential figure in the investment landscape. His extensive background includes leading financial operations at various firms where he drove strategic initiatives that resulted in significant growth and value creation. Recognized for his analytical acumen and leadership capabilities, he often collaborates with entrepreneurial ventures seeking to scale their operations efficiently. As a thought leader, Dempsey remains engaged with emerging market trends and innovative business practices, positioning himself at the forefront of contemporary capital markets discussions.
Investment Philosophy & Strategy
Identifying strategic opportunities within evolving industries is a hallmark of Gary Dempsey's investment approach. With his background in corporate finance and private equity, he focuses on cultivating businesses with strong growth trajectories and operational efficiencies. Leveraging his leadership skills, he emphasizes collaborative partnerships that enhance scalability and innovation among portfolio companies. By engaging with entrepreneurial ventures, Dempsey seeks to implement value-driving strategies that adapt to market dynamics while prioritizing sustainable growth. His keen understanding of financial operations informs a hands-on involvement in steering initiatives towards long-term success.
Identifying strategic opportunities within evolving industries is a hallmark of Gary Dempsey's investment approach. With his background in corporate finance and private equity, he focuses on cultivating businesses with strong growth trajectories and operational efficiencies. Leveraging his leadership skills, he emphasizes collaborative partnerships that enhance scalability and innovation among portfolio companies. By engaging with entrepreneurial ventures, Dempsey seeks to implement value-driving strategies that adapt to market dynamics while prioritizing sustainable growth. His keen understanding of financial operations informs a hands-on involvement in steering initiatives towards long-term success.
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:
34.79%
Gain -0.49%
Monthly
1.13%
Yearly
14.48%
Drawdown
17.41%
$253.71M
Equity
Holdings
$253.71M
Investment
$206.4M
$58.08M
Profit -$1.05M
Realized
$10.77M
Unrealized
$47.32M
Dividends
$7.52M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$1.05M
Win %
76%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.05M
Win %
76%
This Month
Compared to last month
Gain
-0.95%
Profit
-$2.44M
Win %
76%
This Year
Compared to last year
Gain
0.19%
Profit
$471,395.86
Win %
75%
HONA Honeywell Aerospace Inc.
+4.18%
+$12,691.2 
GOOGL Alphabet Inc
+3.08%
+$27,175.32 
GOOG Alphabet Inc
+2.97%
+$23,382.48 
META Meta Platforms Inc Class A
+2.91%
+$24,234.17 
IBM International Business Machines Corporation
+2.71%
+$8,837.41 
MO Altria Group, Inc.
+2.32%
+$8,955.2 
MSFT Microsoft Corp.
+2.27%
+$35,380.95 
WMT Walmart Inc.
+2.27%
+$7,984.98 
AON Aon plc
+2.26%
+$4,938.09 
LLY Eli Lilly and Company
+2.04%
+$19,726.34 
MCD McDonald's Corporation
+1.96%
+$4,989.76 
ALL Allstate Corporation
+1.78%
+$5,156.13 
ABBV AbbVie Inc.
+1.73%
+$13,244.52 
PM Philip Morris International Inc.
+1.7%
+$6,480 
COST Costco Wholesale Corporation
+1.58%
+$3,240.84 
VZ Verizon Communications Inc.
+1.4%
+$6,671.16 
KO The Coca-Cola Company
+1.1%
+$2,727.64 
V Visa Inc. Class A
+1.05%
+$3,150.55 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$5,416.58 
CP Canadian Pacific Kansas City Limited
+0.81%
+$2,993.04 
URI United Rentals, Inc.
+0.65%
+$4,344.78 
MA Mastercard Incorporated
+0.61%
+$2,325.12 
JNJ Johnson & Johnson
+0.58%
+$2,995.76 
AAPL Apple Inc.
+0.54%
+$52,690.73 
MRK Merck & Co., Inc.
+0.44%
+$1,529.03 
WTV WisdomTree U.S. Value Fund
+0.2%
+$8,524.53 
PFFV Global X Variable Rate Preferred ETF
+0.14%
+$4,897.83 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$3,944.64 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$57.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$27,025.41 
LRCX Lam Research Corporation
-7.91%
-$23,033.6 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$16,983.37 
AMAT Applied Materials, Inc.
-6.73%
-$22,279.24 
KLAC KLA Corporation
-6.44%
-$10,522.56 
BAC Bank of America Corporation
-5.3%
-$47,015.5 
INTC Intel Corporation
-5.3%
-$19,916.21 
AVGO Broadcom Inc.
-4.79%
-$44,564.33 
MU Micron Technology, Inc.
-4.76%
-$44,197.73 
ORCL Oracle Corporation
-4.42%
-$39,173.04 
CAT Caterpillar Inc.
-4.15%
-$9,857.1 
HUBB Hubbell Inc.
-3.98%
-$8,301.5 
GS The Goldman Sachs Group, Inc.
-3.97%
-$34,715.65 
AMD Advanced Micro Devices, Inc.
-3.9%
-$21,061.21 
WDC Western Digital Corporation
-3.72%
-$8,758.73 
UTG Reaves Utility Income Fund
-3.29%
-$12,053.78 
NVDA NVIDIA Corporation
-2.85%
-$73,023.27 
CMI Cummins Inc.
-2.83%
-$8,884.14 
GE General Electric Company
-1.98%
-$6,503.46 
JPM JPMorgan Chase & Co.
-1.72%
-$7,920.61 
CSCO Cisco Systems, Inc.
-1.65%
-$4,462.2 
TSLA Tesla, Inc.
-1.4%
-$5,683.2 
RTX RTX Corporation
-1.32%
-$4,490.66 
IAU iShares Gold Trust
-1.29%
-$92,006.55 
AMZN Amazon.com Inc
-1.22%
-$14,852.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$133,787.5 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$47,205.93 
CVX Chevron Corporation
-0.94%
-$3,159.72 
XOM Exxon Mobil Corporation
-0.85%
-$4,157.79 
AEP American Electric Power Company, Inc.
-0.84%
-$2,161.12 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$68,394.64 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$4,359.42 
NEE NextEra Energy, Inc.
-0.69%
-$3,414.3 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$37,984.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$5,063.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$35,643.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$200,237.09 
XLG Invesco S&P 500 Top 50 ETF
-0.52%
-$3,127.78 
ES Eversource Energy
-0.51%
-$2,460.15 
SO The Southern Company
-0.43%
-$1,225.12 
O Realty Income Corporation
-0.37%
-$9,555.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$104,230.99 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$4,979.36 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.28%
-$6,663.16 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$3,045.25 
IWM iShares Russell 2000 ETF
-0.19%
-$5,925.35 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.12%
-$37,397.03 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$2,261.59 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$9,629.08 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.07%
-$4,894.36 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$273.19 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$1,566.05 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$3,547.56 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$1,088.45 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$24.7 Events
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Dividends
Dividend Analysis
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| Trades 623 | Longs Won 441/623 70% | Profit Factor 14.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $488,898.11 |
| Average Win $141,502.4 | Best Trade (Aug 14) $9.13M | Sharpe Ratio -9.74 |
| Average Loss -$23,723.2 | Worst Trade (Sep 14) -$399,606.77 | Z-Score 9.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $93,234.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,436 | $6.37M | $9.83M | - | $3.46M | 54.3% | +0.539% |
| ABBV AbbVie Inc. | 2,983 | $530,053.18 | $780,233.48 | - | $250,180.3 | 47.2% | +1.727% |
| AEP American Electric Power Company, Inc. | 2,078 | $272,487.58 | $254,118.62 | - | -$18,368.96 | -6.74% | -0.843% |
| ALL Allstate Corporation | 1,142 | $217,302.2 | $294,892.95 | - | $77,590.75 | 35.71% | +1.78% |
| AMAT Applied Materials, Inc. | 725 | $247,798.14 | $308,676 | - | $60,877.86 | 24.57% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 1,046 | $223,421.3 | $518,810.77 | - | $295,389.47 | 132.21% | -3.901% |
| AMZN Amazon.com Inc | 4,730 | $912,085.94 | $1.2M | - | $287,631.26 | 31.54% | -1.223% |
| AON Aon plc | 723 | $255,101.9 | $223,782.96 | - | -$31,318.94 | -12.28% | +2.256% |
| ASML ASML Holding N.V. New York Registry Shares | 144 | $286,479 | $227,571.84 | - | -$58,907.16 | -20.56% | -6.945% |
| AVGO Broadcom Inc. | 2,573 | $465,923.5 | $886,835.91 | - | $420,912.41 | 90.34% | -4.785% |
| BAC Bank of America Corporation | 14,140 | $567,650.51 | $839,421.1 | - | $271,770.59 | 47.88% | -5.304% |
| BRK-B Berkshire Hathaway Inc. | 1,079 | $455,850.82 | $556,105.81 | - | $100,254.99 | 21.99% | +0.984% |
| CAT Caterpillar Inc. | 290 | $205,809.9 | $227,528.2 | - | $21,718.3 | 10.55% | -4.152% |
| CMI Cummins Inc. | 563 | $261,402 | $304,566.11 | - | $43,164.11 | 16.51% | -2.834% |
| COST Costco Wholesale Corporation | 226 | $225,193.57 | $207,718.86 | - | -$17,474.71 | -7.76% | +1.585% |
| CP Canadian Pacific Kansas City Limited | 4,157 | $309,410.4 | $373,922.15 | - | $64,511.75 | 20.85% | +0.807% |
| CSCO Cisco Systems, Inc. | 2,412 | $283,314 | $265,995.36 | - | -$17,318.64 | -6.11% | -1.65% |
| CVX Chevron Corporation | 1,572 | $242,660.14 | $333,342.6 | - | $90,682.46 | 37.37% | -0.939% |
| ES Eversource Energy | 7,029 | $482,251.79 | $479,166.93 | - | -$3,084.86 | -0.64% | -0.511% |
| GE General Electric Company | 1,013 | $268,673.08 | $321,364.12 | - | $52,691.04 | 19.61% | -1.984% |
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FAQ
Which stocks have generated the highest profits for Gary Dempsey?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $2.8M, State Street SPDR Portfolio S&P 500 ETF - $1.63M, WisdomTree U.S. Value Fund - $1.28M, SPDR Portfolio Developed World ex-US ETF - $960,401.08, and Invesco QQQ Trust, Series 1 - $759,515.61. 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: iShares U.S. Equity Factor Rotation Active ETF - $318,492.86, State Street Technology Select Sector SPDR ETF - $204,364.28, Nice Ltd. Sponsored ADR - $133,097, UnitedHealth Group Incorporated - $112,819.14, and AT&T Inc - $62,188.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gary Dempsey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.52M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 500 Value ETF - $712,581.94, Global X Variable Rate Preferred ETF - $671,009.08, Janus Henderson AAA CLO ETF - $668,836.63, SPDR Portfolio Developed World ex-US ETF - $651,436.31, and Realty Income Corporation - $404,276.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gary Dempsey's monthly returns?
Gary Dempsey'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 Gary Dempsey's strategy be considered aggressive or moderate?
Gary Dempsey'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 Gary Dempsey's strategy?
Gary Dempsey'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.
