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:
32.82%
Gain -0.32%
Monthly
1.15%
Yearly
14.73%
Drawdown
17.39%
$250.61M
Equity
Holdings
$250.61M
Investment
$206.4M
$55.12M
Profit -$684,888.76
Realized
$10.9M
Unrealized
$44.22M
Dividends
$7.13M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$684,888.76
Win %
75%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$2.82M
Win %
75%
This Month
Compared to last month
Gain
-1.04%
Profit
-$2.64M
Win %
75%
This Year
Compared to last year
Gain
-1.04%
Profit
-$2.63M
Win %
75%
WDC Western Digital Corporation
+12.51%
+$32,131.18 
MU Micron Technology, Inc.
+12.17%
+$100,197.34 
INTC Intel Corporation
+8.64%
+$30,631.9 
AMD Advanced Micro Devices, Inc.
+8.11%
+$42,739.55 
AMAT Applied Materials, Inc.
+7.39%
+$28,166.24 
LRCX Lam Research Corporation
+4.97%
+$14,874.23 
ORCL Oracle Corporation
+4.74%
+$33,948 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$8,998.56 
TSLA Tesla, Inc.
+2.53%
+$10,389.59 
XOM Exxon Mobil Corporation
+2.26%
+$9,808.8 
AVGO Broadcom Inc.
+2.21%
+$21,458.82 
NVDA NVIDIA Corporation
+1.97%
+$47,153.59 
BAC Bank of America Corporation
+1.32%
+$11,312 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.96%
+$23,490.48 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$11,946.65 
AAPL Apple Inc.
+0.35%
+$33,851.4 
PFFV Global X Variable Rate Preferred ETF
+0.07%
+$2,448.91 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$194.22 
MRK Merck & Co., Inc.
+0.01%
+$24.27 
ABBV AbbVie Inc.
0%
$0 
AON Aon plc
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CMI Cummins Inc.
0%
+$0.01 
CP Canadian Pacific Kansas City Limited
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
ES Eversource Energy
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HUBB Hubbell Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KLAC KLA Corporation
0%
-$0.01 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCD McDonald's Corporation
0%
-$0.01 
META Meta Platforms Inc Class A
0%
$0 
MO Altria Group, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
O Realty Income Corporation
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.02 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
UTG Reaves Utility Income Fund
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WTV WisdomTree U.S. Value Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
PM Philip Morris International Inc.
-2.43%
-$9,360 
WMT Walmart Inc.
-1.61%
-$5,947.66 
GOOG Alphabet Inc
-1.47%
-$12,173 
GOOGL Alphabet Inc
-1.37%
-$12,598.49 
IBM International Business Machines Corporation
-1.17%
-$3,347.5 
AMZN Amazon.com Inc
-0.98%
-$11,541.25 
ALL Allstate Corporation
-0.78%
-$2,272.58 
COST Costco Wholesale Corporation
-0.7%
-$1,487.08 
SO The Southern Company
-0.65%
-$1,992.87 
AEP American Electric Power Company, Inc.
-0.43%
-$1,184.47 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.25%
-$33,701.78 
NEE NextEra Energy, Inc.
-0.08%
-$419.3 Events
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Dividends
Dividend Analysis
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| Trades 623 | Longs Won 432/623 69% | Profit Factor 18.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $441,685.95 |
| Average Win $134,863.81 | Best Trade (Jul 22) $8.04M | Sharpe Ratio -11.52 |
| Average Loss -$16,430.49 | Worst Trade (Jun 29) -$242,994.17 | Z-Score 6 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $88,479.84 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $764,760.54. 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, Tesla, Inc - $31,272.51, and Netflix, Inc - $29,864.71. 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 $7.13M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 500 Value ETF - $712,581.94, Janus Henderson AAA CLO ETF - $668,836.63, SPDR Portfolio Developed World ex-US ETF - $651,436.31, Global X Variable Rate Preferred ETF - $622,636.68, and Realty Income Corporation - $392,349.07. 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.
