GD
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:
30.75%
Gain +0.4%
Monthly
1.15%
Yearly
14.73%
Drawdown
15.65%
$214.45M
Equity
Holdings
$214.45M
Investment
$166.65M
$56.52M
Profit +$961,261.55
Realized
$8.72M
Unrealized
$47.81M
Dividends
$6.26M
Goals
Avg. 32.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$961,261.55
Win %
78%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$884,369.45
Win %
78%
This Month
Compared to last month
Gain
-1.41%
Profit
-$3.07M
Win %
78%
This Year
Compared to last year
Gain
-7.02%
Profit
-$14.72M
Win %
78%
AMD Advanced Micro Devices, Inc.
+4.75%
+$24,759.72 
GEV GE Vernova Inc.
+3.65%
+$10,306.55 
NEM Newmont Corporation
+2.69%
+$5,249.48 
AMAT Applied Materials, Inc.
+2.64%
+$10,811.4 
GS The Goldman Sachs Group, Inc.
+2.61%
+$22,982.42 
T AT&T Inc.
+2.48%
+$4,424.34 
VZ Verizon Communications Inc.
+2.46%
+$10,826.97 
JPM JPMorgan Chase & Co.
+2.3%
+$9,386.72 
UTG Reaves Utility Income Fund
+2.04%
+$7,926.94 
PM Philip Morris International Inc.
+2.04%
+$14,900.32 
TSLA Tesla, Inc.
+1.88%
+$8,278.03 
HUBB Hubbell Inc.
+1.61%
+$3,420.15 
BAC Bank of America Corporation
+1.52%
+$12,200.16 
CAT Caterpillar Inc.
+1.49%
+$3,852.37 
O Realty Income Corporation
+1.32%
+$33,428.86 
NEE NextEra Energy, Inc.
+1.3%
+$6,691.88 
ABBV AbbVie Inc.
+1.3%
+$8,567.18 
LRCX Lam Research Corporation
+1.18%
+$4,165.59 
JNJ Johnson & Johnson
+1.05%
+$4,912.5 
V Visa Inc. Class A
+1.05%
+$2,528.39 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$26,101.28 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$73,103.04 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$11,655.54 
ALL Allstate Corporation
+0.93%
+$2,323.97 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,227.22 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$49,275.27 
IWM iShares Russell 2000 ETF
+0.9%
+$30,090.7 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.89%
+$59,161 
CP Canadian Pacific Kansas City Limited
+0.89%
+$3,270.6 
GE General Electric Company
+0.81%
+$2,551.49 
SO The Southern Company
+0.8%
+$2,538.22 
WTV WisdomTree U.S. Value Fund
+0.76%
+$53,490.06 
CVX Chevron Corporation
+0.75%
+$2,221.78 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$4,678.08 
MO Altria Group, Inc.
+0.72%
+$2,806.24 
NICE Nice Ltd. Sponsored ADR
+0.71%
+$1,322.37 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$15,918.22 
MA Mastercard Incorporated
+0.7%
+$2,250.95 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,604.61 
COST Costco Wholesale Corporation
+0.68%
+$1,511.82 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$195,041.52 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,558.86 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$47,102.72 
AEP American Electric Power Company, Inc.
+0.59%
+$1,565.6 
CMI Cummins Inc.
+0.59%
+$1,930 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$8,151.19 
HON Honeywell International Inc.
+0.55%
+$2,440.57 
GOOGL Alphabet Inc
+0.53%
+$4,551.53 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$31,262.32 
URI United Rentals, Inc.
+0.46%
+$3,316.47 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$168,811.12 
GOOG Alphabet Inc
+0.45%
+$3,731.18 
WMT Walmart Inc.
+0.41%
+$1,642.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$3,721.3 
ES Eversource Energy
+0.38%
+$1,520.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$88,398.3 
XOM Exxon Mobil Corporation
+0.29%
+$1,244.37 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$36,518.54 
NVDA NVIDIA Corporation
+0.14%
+$3,159.65 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$794.16 
MSFT Microsoft Corp.
+0.1%
+$1,220 
IAU iShares Gold Trust
+0.09%
+$5,408.83 
ORCL Oracle Corporation
+0.05%
+$519.6 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$234.97 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$63.08 
AON Aon plc
0%
+$2.9 
LLY Eli Lilly and Company
-2.41%
-$23,981.1 
ABT Abbott Laboratories
-1.68%
-$3,886.74 
AAPL Apple Inc.
-1.52%
-$130,009.5 
MU Micron Technology, Inc.
-1.42%
-$13,461.57 
MRK Merck & Co., Inc.
-1.41%
-$4,109.05 
AMZN Amazon.com Inc
-1.23%
-$16,620.4 
IBM International Business Machines Corporation
-0.97%
-$2,819.53 
AVGO Broadcom Inc.
-0.94%
-$8,988.48 
RTX RTX Corporation
-0.34%
-$1,084.25 
META Meta Platforms Inc Class A
-0.26%
-$1,847.3 
SHEL Shell plc
-0.22%
-$423.89 
PFFV Global X Variable Rate Preferred ETF
-0.2%
-$7,186.45 
MCD McDonald's Corporation
-0.02%
-$65.28 Events
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Dividends
Dividend Analysis
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| Trades 544 | Longs Won 388/544 71% | Profit Factor 31.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $495,245.58 |
| Average Win $150,448.65 | Best Trade (Jun 12) $8.11M | Sharpe Ratio -11.63 |
| Average Loss -$11,871.4 | Worst Trade (Jun 29) -$242,994.17 | Z-Score 6.82 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $103,900.98 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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Returns
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