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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:
27.36%
Gain +1.03%
Monthly
0.77%
Yearly
9.69%
Drawdown
14.12%
$269.78M
Equity
Holdings
$269.78M
Investment
$196.48M
$83M
Profit +$3.17M
Realized
$9.7M
Unrealized
$73.3M
Dividends
$13.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.03%
Profit
$3.17M
Win %
80%
This Week
Compared To Last Week
Gain
1.19%
Profit
$3.17M
Win %
80%
This Month
Compared to last month
Gain
1.01%
Profit
$2.7M
Win %
80%
This Year
Compared to last year
Gain
7.24%
Profit
$18.72M
Win %
81%
MU Micron Technology, Inc.
+10.83%
+$657,598.82 
BA Boeing Company
+4.85%
+$15,622.02 
QTEC First Trust NASDAQ-100 Technology Index Fund
+4.42%
+$514,639.8 
META Meta Platforms Inc Class A
+4.4%
+$12,263.11 
NVDA NVIDIA Corporation
+3.17%
+$67,528.5 
QQQ Invesco QQQ Trust, Series 1
+3.08%
+$100,278.01 
AMZN Amazon.com Inc
+2.98%
+$8,938.09 
GOOGL Alphabet Inc
+2.75%
+$19,740.26 
GOOG Alphabet Inc
+2.58%
+$85,877 
FDT First Trust Developed Markets ex-US Fund
+2.52%
+$199,208.52 
SMIN iShares MSCI India Small-Cap ETF
+2.48%
+$204,953.17 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.27%
+$286,874.16 
MSFT Microsoft Corp.
+2.26%
+$82,722.87 
AAPL Apple Inc.
+1.73%
+$29,577.15 
SPY SPDR S&P 500 ETF Trust
+1.7%
+$399,853.17 
IWP iShares Russell Mid-Cap Growth ETF
+1.57%
+$117,368.68 
JVAL JPMorgan U.S. Value Factor ETF
+1.28%
+$291,099.07 
ADBE Adobe Inc.
+1.18%
+$12,482.38 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.17%
+$57,328 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.12%
+$15,327.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.07%
+$146,550.6 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$2,593.8 
FIW First Trust Water ETF
+0.71%
+$39,926.79 
UPS United Parcel Service, Inc.
+0.67%
+$3,936.96 
HD The Home Depot, Inc.
+0.48%
+$4,442.73 
PG Procter & Gamble Co
+0.42%
+$3,964.37 
MNST Monster Beverage Corporation
+0.29%
+$5,927.58 
FPE First Trust Preferred Securities and Income ETF
+0.25%
+$18,038.34 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.22%
+$12,069.9 
JCPB JPMorgan Core Plus Bond ETF
+0.16%
+$3,880.95 
MUB iShares National Muni Bond ETF
+0.11%
+$6,566.52 
FBND Fidelity Total Bond ETF
+0.1%
+$2,948.26 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$6,940.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.09%
+$4,141.94 
TIP iShares TIPS Bond ETF
+0.09%
+$290.04 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$1,161.72 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$1,313.16 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$9,427.56 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.05%
+$952.94 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.01%
+$1,059.16 
SHV iShares Short Treasury Bond ETF
+0.01%
+$138.75 
CVX Chevron Corporation
-3.2%
-$36,521.03 
MRK Merck & Co., Inc.
-3.04%
-$15,985.93 
ABBV AbbVie Inc.
-2.74%
-$7,014.37 
EPD Enterprise Products Partners L.P.
-2.05%
-$4,778.95 
KO The Coca-Cola Company
-2.03%
-$26,300.4 
VZ Verizon Communications Inc.
-2.01%
-$12,898.19 
WM Waste Management, Inc.
-1.19%
-$12,804.66 
PBJ Invesco Food & Beverage ETF
-1.06%
-$53,599.68 
IJS iShares S&P Small-Cap 600 Value ETF
-0.85%
-$35,946.7 
AVUV Avantis U.S. Small Cap Value ETF
-0.79%
-$2,040.92 
ADSK Autodesk, Inc.
-0.65%
-$7,873.67 
CRM Salesforce Inc
-0.46%
-$5,109.09 
SCHD Schwab U.S. Dividend Equity ETF
-0.43%
-$17,142.58 
PFE Pfizer Inc.
-0.42%
-$1,550.01 
PLD Prologis Inc.
-0.3%
-$3,721.13 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.25%
-$15,869.77 
WMT Walmart Inc.
-0.25%
-$3,554.71 
COST Costco Wholesale Corporation
-0.19%
-$5,686.94 
FEP First Trust Europe AlphaDEX Fund
-0.16%
-$3,966.52 
COWZ Pacer US Cash Cows 100 ETF
-0.15%
-$15,462.2 
JPM JPMorgan Chase & Co.
-0.1%
-$1,379.5 Events
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Dividends
Dividend Analysis
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| Trades 713 | Longs Won 581/713 81% | Profit Factor 35.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $470,373.97 |
| Average Win $146,978.24 | Best Trade (Jun 15) $6.22M | Sharpe Ratio -14.04 |
| Average Loss -$18,140.06 | Worst Trade (Jun 11) -$253,755.88 | Z-Score 28.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $116,409.36 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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