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:
81.39%
Gain -0.6%
Monthly
1.45%
Yearly
18.85%
Drawdown
19.7%
$297.49M
Equity
Holdings
$297.49M
Investment
$224.55M
$85.17M
Profit -$973,980.71
Realized
$12.23M
Unrealized
$72.94M
Dividends
$14.91M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$973,980.71
Win %
70%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$2.91M
Win %
70%
This Month
Compared to last month
Gain
-0.77%
Profit
-$2.31M
Win %
70%
This Year
Compared to last year
Gain
1.02%
Profit
$3M
Win %
72%
HD The Home Depot, Inc.
+3.19%
+$27,052.19 
CVX Chevron Corporation
+3.06%
+$45,077.91 
WMT Walmart Inc.
+2.54%
+$31,809.25 
MNST Monster Beverage Corporation
+2.48%
+$47,271.09 
KO The Coca-Cola Company
+2.46%
+$33,567.14 
TMUS T-Mobile US, Inc.
+2.1%
+$12,362.28 
PG Procter & Gamble Co
+1.79%
+$18,546 
PBJ Invesco Food & Beverage ETF
+1.56%
+$90,213.23 
UPS United Parcel Service, Inc.
+1.45%
+$8,629.6 
VZ Verizon Communications Inc.
+1.4%
+$8,237.44 
PLD Prologis Inc.
+1.34%
+$14,232.33 
COWZ Pacer US Cash Cows 100 ETF
+1.28%
+$157,146.28 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$4,455.38 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$27,013.06 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.16%
+$2,800 
USB U.S. Bancorp
+1.11%
+$2,155 
ADBE Adobe Inc.
+1.03%
+$14,250.33 
WM Waste Management, Inc.
+0.86%
+$9,030.55 
AAPL Apple Inc.
+0.7%
+$14,253.12 
COST Costco Wholesale Corporation
+0.69%
+$19,805.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.58%
+$59,421.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.43%
+$1,045.45 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.4%
+$33,285.3 
RDVY First Trust Rising Dividend Achievers ETF
+0.37%
+$57,018.35 
IJS iShares S&P Small-Cap 600 Value ETF
+0.35%
+$8,463.6 
TIP iShares TIPS Bond ETF
+0.33%
+$1,038.02 
FBND Fidelity Total Bond ETF
+0.3%
+$2,590.34 
JPM JPMorgan Chase & Co.
+0.29%
+$4,365.97 
AGG iShares Core U.S. Aggregate Bond ETF
+0.28%
+$4,601.48 
JCPB JPMorgan Core Plus Bond ETF
+0.25%
+$2,061.84 
FIW First Trust Water ETF
+0.22%
+$14,808.05 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$15,000.15 
FEP First Trust Europe AlphaDEX Fund
+0.1%
+$2,508.49 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$14,043.4 
FPE First Trust Preferred Securities and Income ETF
+0.06%
+$3,141.91 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$233 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$449.53 
EPD Enterprise Products Partners L.P.
+0.03%
+$62.47 
SHV iShares Short Treasury Bond ETF
+0.01%
+$64.72 
MU Micron Technology, Inc.
-4.64%
-$246,853.36 
NVDA NVIDIA Corporation
-3.14%
-$70,856.95 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.45%
-$325,513.08 
AMZN Amazon.com Inc
-2.19%
-$8,629.82 
MSFT Microsoft Corp.
-1.93%
-$105,203.94 
QQQ Invesco QQQ Trust, Series 1
-1.67%
-$61,549.85 
SMIN iShares MSCI India Small-Cap ETF
-1.55%
-$154,525.35 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.45%
-$238,595.55 
ADSK Autodesk, Inc.
-1.41%
-$24,777.18 
FDT First Trust Developed Markets ex-US Fund
-1.39%
-$121,742.95 
MRK Merck & Co., Inc.
-1.25%
-$8,042.47 
GOOGL Alphabet Inc
-0.91%
-$5,479.14 
GOOG Alphabet Inc
-0.87%
-$27,645.72 
SCHF Schwab International Equity ETF
-0.82%
-$6,519.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.78%
-$10,863.49 
META Meta Platforms Inc Class A
-0.77%
-$2,885.64 
BA Boeing Company
-0.75%
-$1,830.18 
SCHX Schwab U.S. Large-Cap ETF
-0.72%
-$3,178.78 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.7%
-$6,023.78 
PFE Pfizer Inc.
-0.7%
-$2,776.41 
SPY SPDR S&P 500 ETF Trust
-0.68%
-$184,837.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.68%
-$2,914.62 
IWP iShares Russell Mid-Cap Growth ETF
-0.67%
-$57,841.64 
ABBV AbbVie Inc.
-0.51%
-$1,698.79 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.42%
-$28,397.23 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.3%
-$18,092.56 
CRM Salesforce Inc
-0.27%
-$4,724.32 
JVAL JPMorgan U.S. Value Factor ETF
-0.2%
-$47,578.61 
SCHA Schwab U.S. Small-Cap ETF
-0.14%
-$281.88 
MUB iShares National Muni Bond ETF
-0.08%
-$5,556.24 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.04%
-$154.09 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.03%
-$312.7 
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 585/783 74% | Profit Factor 23.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,301.7 |
| Average Win $151,944.55 | Best Trade (Oct 07) $6.59M | Sharpe Ratio -14.04 |
| Average Loss -$18,790.14 | Worst Trade (Oct 08) -$232,072.2 | Z-Score 11.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 4d | Expectancy $108,770.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,014 | $947,162.44 | $2.04M | - | $1.09M | 115.27% | +0.704% |
| ABBV AbbVie Inc. | 1,240 | $238,628.11 | $334,787.6 | - | $96,159.49 | 40.3% | -0.505% |
| ADBE Adobe Inc. | 5,913 | $1.98M | $1.39M | - | -$591,448.06 | -29.84% | +1.035% |
| ADSK Autodesk, Inc. | 7,463 | $1.67M | $1.73M | - | $63,130.3 | 3.79% | -1.412% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,698 | $1.74M | $1.67M | - | -$62,267.44 | -3.59% | +0.276% |
| AMZN Amazon.com Inc | 1,514 | $274,598.94 | $384,889.08 | - | $110,290.14 | 40.16% | -2.193% |
| BA Boeing Company | 1,298 | $306,295.88 | $242,609.18 | - | -$63,686.7 | -20.79% | -0.749% |
| BRK-B Berkshire Hathaway Inc. | 734 | $352,794.42 | $376,042.88 | - | $23,248.46 | 6.59% | +1.199% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 63,814 | $3.41M | $6.77M | - | $3.36M | 98.32% | -0.418% |
| COST Costco Wholesale Corporation | 3,047 | $2.1M | $2.89M | - | $795,755.25 | 37.98% | +0.69% |
| COWZ Pacer US Cash Cows 100 ETF | 181,672 | $9.74M | $12.46M | - | $2.72M | 27.95% | +1.277% |
| CRM Salesforce Inc | 7,874 | $1.82M | $1.76M | - | -$53,906.04 | -2.97% | -0.267% |
| CVX Chevron Corporation | 7,178 | $1.17M | $1.52M | - | $351,898.8 | 30.19% | +3.061% |
| EPD Enterprise Products Partners L.P. | 6,247 | $200,279 | $230,639.24 | - | $30,360.24 | 15.16% | +0.027% |
| FBND Fidelity Total Bond ETF | 19,941 | $902,529.67 | $866,434.46 | - | -$36,095.21 | -4% | +0.3% |
| FDT First Trust Developed Markets ex-US Fund | 94,010 | $5.4M | $8.63M | - | $3.24M | 59.97% | -1.391% |
| FEP First Trust Europe AlphaDEX Fund | 45,609 | $1.65M | $2.53M | - | $880,011.37 | 53.49% | +0.099% |
| FIW First Trust Water ETF | 64,382 | $5.96M | $6.71M | - | $753,521.48 | 12.65% | +0.221% |
| FPE First Trust Preferred Securities and Income ETF | 314,191 | $5.57M | $5.35M | - | -$223,986.61 | -4.02% | +0.059% |
| FTGC First Trust Global Tactical Commodity Strategy Fund | 269,735 | $6.62M | $8.36M | - | $1.74M | 26.29% | +0.4% |
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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 - $3.19M, First Trust Enhanced Short Maturity Fund - $2.28M, SPDR S&P 500 ETF Trust - $995,009.05, and JPMorgan U.S. Value Factor ETF - $895,512.08. 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 $14.91M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $2.35M, First Trust Enhanced Short Maturity Fund - $2.28M, JPMorgan U.S. Value Factor ETF - $894,090.49, First Trust Low Duration Opportunities ETF - $775,231.41, and SPDR S&P 500 ETF Trust - $694,556.68. 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.
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