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Anthony Fasano Portfolio
Invests via Clark Estates INC/NY | Managed by Anthony Fasano
Invests via Clark Estates INC/NY
Managed by Anthony Fasano
Automatically Tracked
Anthony Fasano Profile
With a dynamic background in both entrepreneurship and investment, Anthony Fasano has built a reputation for driving value in various business contexts. He brings extensive experience as an operating executive, skillfully bridging the gap between strategic leadership and operational execution. His multifaceted career includes founding ventures that address critical market needs, which positions him uniquely within the capital markets landscape. Known for his ability to identify emerging trends and capitalize on growth opportunities, he remains a key figure among investors seeking impactful partnerships. Through collaborative efforts with diverse stakeholders, he continually influences industry developments while steering companies toward sustainable profitability.
With a dynamic background in both entrepreneurship and investment, Anthony Fasano has built a reputation for driving value in various business contexts. He brings extensive experience as an operating executive, skillfully bridging the gap between strategic leadership and operational execution. His multifaceted career includes founding ventures that address critical market needs, which positions him uniquely within the capital markets landscape. Known for his ability to identify emerging trends and capitalize on growth opportunities, he remains a key figure among investors seeking impactful partnerships. Through collaborative efforts with diverse stakeholders, he continually influences industry developments while steering companies toward sustainable profitability.
Investment Philosophy & Strategy
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:
43.92%
Gain +0.25%
Monthly
0.23%
Yearly
2.76%
Drawdown
20.83%
$1.18B
Equity
Holdings
$1.18B
Investment
$561.84M
$619.97M
Profit +$2.95M
Realized
-$0
Unrealized
$619.97M
Dividends
$353.58M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.25%
Profit
$2.95M
Win %
87%
This Week
Compared To Last Week
Gain
0.25%
Profit
$2.95M
Win %
87%
This Month
Compared to last month
Gain
0.25%
Profit
$2.95M
Win %
87%
This Year
Compared to last year
Gain
26.37%
Profit
$246.63M
Win %
87%
INTC Intel Corporation
+3.93%
+$3.83M 
TXN Texas Instruments Inc
+2.42%
+$2.47M 
DCO Ducommun Inc.
+1.55%
+$4.4M 
CVS CVS Health Corporation
+0.88%
+$190 
DG Dollar General Corporation
+0.4%
+$126,802.5 
VTR Ventas Inc.
+0.27%
+$46,753.43 
C Citigroup Inc.
+0.17%
+$40,573.78 
GE General Electric Company
+0.02%
+$1,092.83 
001957109
0%
$0 
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0%
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369487103
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438506107
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45811K109
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461156101
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498326107
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522008101
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92260R102
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0%
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989511100
0%
$0 
AETCQ
0%
$0 
AGI
0%
$0 
ALTR
0%
$0 
BHI
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CB
0%
$0 
CGMCQ
0%
$0 
CYBX
0%
$0 
DATCE
0%
$0 
DBDQQ DIEBOLD NIXDORF INC
0%
$0 
FDC First Data Corp
0%
$0 
FEP
0%
$0 
FUR
0%
$0 
GDI Gardner Denver Holdings Inc
0%
$0 
HC
0%
$0 
IRF
0%
$0 
LU
0%
$0 
MDEA Media 100 Inc.
0%
$0 
MGRP
0%
$0 
MKTW
0%
$0 
PBKS
0%
$0 
PTEC
0%
$0 
REY
0%
$0 
SCRA
0%
$0 
SCRB
0%
$0 
VRTY Verity Corp.
-10%
-$3.46 
XRX Xerox Holdings Corporation
-3.97%
-$69,630.66 
NX Quanex Building Products Corporation
-1.87%
-$94,018.5 
BA Boeing Company
-1.82%
-$619,710 
DDD 3D Systems Corporation
-1.67%
-$89,825.22 
DIS The Walt Disney Company
-1.24%
-$4,171.6 
ADP Automatic Data Processing Inc.
-1.08%
-$12,019.02 
IBM International Business Machines Corporation
-0.69%
-$7,990.05 
LLY Eli Lilly and Company
-0.58%
-$128,071.2 
VECO Veeco Instruments Inc.
-0.57%
-$62,580 
SFD Smithfield Foods, Inc.
-0.52%
-$146,200.55 
SCI Service Corporation International
-0.52%
-$180,327.02 
WMT Walmart Inc.
-0.48%
-$1,656.6 
MRK Merck & Co., Inc.
-0.29%
-$1,085.73 
UFPT UFP Technologies Inc.
-0.16%
-$60,990 
BP BP p.l.c. Sponsored ADR
-0.12%
-$571.6 
ABT Abbott Laboratories
-0.01%
-$8,908.04 Events
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Dividends
Dividend Analysis
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| Trades 86 | Longs Won 21/86 24% | Profit Factor 9.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $34.78M |
| Average Win $33.11M | Best Trade (Jul 31) $292.36M | Sharpe Ratio -61.83 |
| Average Loss -$1.16M | Worst Trade (Jul 21) -$35.18M | Z-Score -3.32 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 5d | Expectancy $7.21M |
| 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% | 0.08% | 0.71% | 4.52% | 23.17% |
| Consecutive Losing Trades | 1,020 | 918 | 816 | 714 | 612 | 510 | 408 | 306 | 204 | 102 |
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Returns
Overall, MonthlyNo Data
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 Anthony Fasano?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $218.17M, Abbott Laboratories - $20.89M, The Bank of New York Mellon Corporation - $18.71M, Intel Corporation - $18.11M, and Texas Instruments Inc - $17.33M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Anthony Fasano's portfolio generate?
The portfolio generates substantial dividend income, with a total of $353.58M earned over time. The largest contributors to dividend income include Citigroup Inc - $218.17M, Abbott Laboratories - $20.89M, The Bank of New York Mellon Corporation - $18.71M, Intel Corporation - $18.11M, and Texas Instruments Inc - $17.33M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anthony Fasano's monthly returns?
Anthony Fasano's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Anthony Fasano's strategy be considered aggressive or moderate?
Anthony Fasano's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Anthony Fasano's strategy?
Anthony Fasano's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
