Adam Laibson Portfolio
Invests via Mainsail Financial Group LLC | Managed by Adam Laibson, Dakota Sparks
Invests via Mainsail Financial Group LLC
Managed by Adam Laibson, Dakota Sparks
Automatically Tracked
Adam Laibson Profile
With a notable academic career and an impactful role in behavioral economics, Adam Laibson has shaped investment thinking through rigorous research. As a professor at Harvard University, he combines theory with practical insights on how cognitive biases influence financial decision-making. His extensive experience includes advising both private enterprises and governmental institutions, demonstrating his versatility in applied economic principles across sectors. A recognized leader in the field, Laibson is frequently sought for his expertise on matters related to human behavior and its effect on markets. His contributions are instrumental in guiding strategic discussions surrounding investor psychology.
With a notable academic career and an impactful role in behavioral economics, Adam Laibson has shaped investment thinking through rigorous research. As a professor at Harvard University, he combines theory with practical insights on how cognitive biases influence financial decision-making. His extensive experience includes advising both private enterprises and governmental institutions, demonstrating his versatility in applied economic principles across sectors. A recognized leader in the field, Laibson is frequently sought for his expertise on matters related to human behavior and its effect on markets. His contributions are instrumental in guiding strategic discussions surrounding investor psychology.
Investment Philosophy & Strategy
Investment decisions are profoundly influenced by understanding the nuances of human behavior, a domain where Adam Laibson excels. His academic insights into behavioral economics serve as a framework for navigating complex market dynamics. By dissecting cognitive biases, he advocates for investment strategies that align with how investors truly think and act. This approach enables opportunities that conventional analysis might overlook, pushing boundaries in traditional decision-making models. Through blending theory with applied knowledge, strategic interactions become more holistic, leading to innovative solutions tailored to unique investor needs.
Investment decisions are profoundly influenced by understanding the nuances of human behavior, a domain where Adam Laibson excels. His academic insights into behavioral economics serve as a framework for navigating complex market dynamics. By dissecting cognitive biases, he advocates for investment strategies that align with how investors truly think and act. This approach enables opportunities that conventional analysis might overlook, pushing boundaries in traditional decision-making models. Through blending theory with applied knowledge, strategic interactions become more holistic, leading to innovative solutions tailored to unique investor needs.
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:
75.71%
Gain +0.34%
Monthly
1.54%
Yearly
20.19%
Drawdown
19.7%
$299.43M
Equity
Holdings
$299.43M
Investment
$224.55M
$87.11M
Profit +$489,804.74
Realized
$12.23M
Unrealized
$74.88M
Dividends
$13.98M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$489,804.74
Win %
79%
This Week
Compared To Last Week
Gain
2.01%
Profit
$5.91M
Win %
79%
This Month
Compared to last month
Gain
2.01%
Profit
$5.91M
Win %
79%
This Year
Compared to last year
Gain
1.68%
Profit
$4.94M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$54,625.1 
GOOG Alphabet Inc
+6.88%
+$209,578.28 
GOOGL Alphabet Inc
+6.73%
+$38,715.81 
META Meta Platforms Inc Class A
+3.28%
+$9,175.92 
MSFT Microsoft Corp.
+3.02%
+$140,340.38 
NVDA NVIDIA Corporation
+2.93%
+$54,307.88 
CVX Chevron Corporation
+2.35%
+$32,444.56 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$115,503.53 
CRM Salesforce Inc
+1.83%
+$26,062.89 
VZ Verizon Communications Inc.
+1.52%
+$9,009.7 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$169,469.74 
ADBE Adobe Inc.
+1.01%
+$14,841.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$186,917.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,773.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$21,560.64 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,745.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,859.57 
PFE Pfizer Inc.
+0.4%
+$1,423.8 
PG Procter & Gamble Co
+0.37%
+$3,723.25 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,365.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$57,017.56 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$36,792.04 
MRK Merck & Co., Inc.
+0.32%
+$1,842.17 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$31,622 
JPM JPMorgan Chase & Co.
+0.27%
+$4,230.94 
FIW First Trust Water ETF
+0.2%
+$14,164.04 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$23,617.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$4,265.22 
USB U.S. Bancorp
+0.17%
+$379.27 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$6,283.82 
WM Waste Management, Inc.
+0.1%
+$1,109.9 
WMT Walmart Inc.
+0.09%
+$1,156.72 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$2,257.15 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$14,480.44 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$2,697.35 
SHV iShares Short Treasury Bond ETF
+0.03%
+$388.32 
AAPL Apple Inc.
-7.35%
-$147,463.28 
MU Micron Technology, Inc.
-5.9%
-$252,676.93 
ABBV AbbVie Inc.
-2.51%
-$8,022.8 
BA Boeing Company
-2.15%
-$6,178.47 
PBJ Invesco Food & Beverage ETF
-1.59%
-$97,823.11 
MNST Monster Beverage Corporation
-1.3%
-$28,185.11 
PLD Prologis Inc.
-1.08%
-$13,150.34 
KO The Coca-Cola Company
-1.02%
-$14,292 
UPS United Parcel Service, Inc.
-1%
-$6,762 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$64,866.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,368.43 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$37,078.59 
SCHF Schwab International Equity ETF
-0.58%
-$4,635.84 
HD The Home Depot, Inc.
-0.42%
-$4,118.63 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$814.32 
TMUS T-Mobile US, Inc.
-0.36%
-$2,212.52 
ADSK Autodesk, Inc.
-0.33%
-$5,746.51 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$27,074.95 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$68,504.4 
FBND Fidelity Total Bond ETF
-0.27%
-$2,392.92 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$648.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,424.5 
COST Costco Wholesale Corporation
-0.24%
-$6,947.07 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$2,061.84 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$1,027.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$21,127.68 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$500 
EPD Enterprise Products Partners L.P.
-0.18%
-$437.3 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$3,648.67 
MUB iShares National Muni Bond ETF
-0.11%
-$8,334.36 
TIP iShares TIPS Bond ETF
-0.1%
-$335.83 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$8,000.08 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$279.62 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.05%
-$625.27 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$449.53 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$1,284.61 Events
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Dividends
Dividend Analysis
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| Trades 783 | Longs Won 632/783 80% | Profit Factor 43.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $451,589.53 |
| Average Win $141,108.21 | Best Trade (Aug 05) $6.49M | Sharpe Ratio -13.58 |
| Average Loss -$13,731.74 | Worst Trade (Aug 02) -$224,563.11 | Z-Score 26.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $111,247.63 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
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Returns
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FAQ
Which stocks have generated the highest profits for Adam Laibson?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $4.29M, First Trust Global Tactical Commodity Strategy Fund - $3.15M, First Trust Enhanced Short Maturity Fund - $2.2M, SPDR S&P 500 ETF Trust - $928,894.33, and JPMorgan U.S. Value Factor ETF - $806,147.05. 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: AbbVie Inc - $49,792.66, Boeing Company - $43,367.23, Shopify Inc - $41,912.4, and The Walt Disney Company - $23,204.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Laibson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.98M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $2.32M, First Trust Enhanced Short Maturity Fund - $2.2M, JPMorgan U.S. Value Factor ETF - $804,725.46, First Trust Low Duration Opportunities ETF - $707,230.73, and SPDR S&P 500 ETF Trust - $628,441.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Laibson's monthly returns?
Adam Laibson'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 Adam Laibson's strategy be considered aggressive or moderate?
Adam Laibson'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 Adam Laibson's strategy?
Adam Laibson'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.
