JF
Joshua Fremed Portfolio
Invests via Lepercq De Neuflize Asset Management LLC | Managed by Thomas A. Riboud-Seydoux, William Kyle Cleeton
Invests via Lepercq De Neuflize Asset Management LLC
Managed by Thomas A. Riboud-Seydoux, William Kyle Cleeton
Automatically Tracked
Joshua Fremed Profile
Bringing a wealth of expertise in financial services, Joshua Fremed stands out as an influential leader with a notable focus on business development and strategic growth. His career has been marked by leadership roles in various organizations where he has driven market expansion initiatives and fostered robust client relationships. With an educational background that complements his professional journey, he contributes valuable insights into the operational landscape of finance. As a proactive participant in capital markets, he continues to enhance investment opportunities through innovative solutions while championing best practices within his field.
Bringing a wealth of expertise in financial services, Joshua Fremed stands out as an influential leader with a notable focus on business development and strategic growth. His career has been marked by leadership roles in various organizations where he has driven market expansion initiatives and fostered robust client relationships. With an educational background that complements his professional journey, he contributes valuable insights into the operational landscape of finance. As a proactive participant in capital markets, he continues to enhance investment opportunities through innovative solutions while championing best practices within his field.
Investment Philosophy & Strategy
Through a keen focus on growth and market positioning, Joshua Fremed leverages his extensive experience in financial services to identify compelling investment opportunities. His strategic mindset informs his decision-making, enabling him to spot unique prospects that align with emerging trends in capital markets. By combining operational acumen with a deep understanding of client needs, he effectively navigates competitive landscapes while fostering sustainable business development. This proactive approach empowers him to devise innovative solutions that not only enhance returns but also create lasting value across diverse investment sectors.
Through a keen focus on growth and market positioning, Joshua Fremed leverages his extensive experience in financial services to identify compelling investment opportunities. His strategic mindset informs his decision-making, enabling him to spot unique prospects that align with emerging trends in capital markets. By combining operational acumen with a deep understanding of client needs, he effectively navigates competitive landscapes while fostering sustainable business development. This proactive approach empowers him to devise innovative solutions that not only enhance returns but also create lasting value across diverse investment sectors.
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:
24.03%
Gain +1.77%
Monthly
1.25%
Yearly
16.08%
Drawdown
16.22%
$156.78M
Equity
Holdings
$156.78M
Investment
$128.79M
$33.8M
Profit +$2.9M
Realized
$5.81M
Unrealized
$27.99M
Dividends
$3.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.77%
Profit
$2.9M
Win %
59%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$28,382.25
Win %
59%
This Month
Compared to last month
Gain
-2.17%
Profit
-$3.48M
Win %
59%
This Year
Compared to last year
Gain
2.41%
Profit
$954,698.39
Win %
59%
ENPH Enphase Energy, Inc.
+8.7%
+$44,000 
POWI Power Integrations Inc.
+4.26%
+$31,800 
GPATW GP-Act III Acquisition Corp. Warrant
+3.16%
+$900 
EFA iShares MSCI EAFE ETF
+3.12%
+$580,839.1 
QRVO Qorvo Inc.
+2.8%
+$23,142 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$1.37M 
VOO Vanguard S&P 500 ETF
+1.72%
+$876,162.91 
CLAR Clarus Corporation
+1.33%
+$4,296 
WETH Wetouch Technology Inc.
+0.7%
+$3,279.08 
GTERW Globa Terra Acquisition Corporation Warrant
+0.11%
+$16.73 
PACHW Pioneer Acquisition I Corp Warrant (each warrant exercisable for one Class A ordinary share at $11.50 per share)
+0.05%
+$26.6 
BEBEWS
0%
$0 
COPLWS
0%
$0 
CTWO COtwo Advisors Physical European Carbon Allowance Trust
0%
$0 
CUBWW
0%
$0 
GPACW
0%
$0 
IPODW Dune Acquisition Corp II
0%
$0 
ITHAW ITHAX Acquisition Corp. III Warrant
0%
$0 
OBAWW
0%
$0 
VNME Vendome Acquisition Corporation I
0%
$0 
CHECW Chenghe Acquisition III Co. Warrant
-41.67%
-$15,000 
LWACW LightWave Acquisition Corp. Redeemable Warrant
-15.23%
-$2,124.14 
NOEMW CO2 Energy Transition Warrant -28
-12%
-$1,409.3 
SOCAW Solarius Capital Acquisition Corp. Warrant
-7.17%
-$2,316 
FIGXW FIGX Capital Acquisition Corp. Warrant
-7.11%
-$2,985 
SVCO Silvaco Group, Inc.
-0.22%
-$2,393.18 Events
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Dividends
Dividend Analysis
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| Trades 68 | Longs Won 29/68 42% | Profit Factor 36.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.28M |
| Average Win $1.2M | Best Trade (Jun 11) $16.62M | Sharpe Ratio -78.19 |
| Average Loss -$24,307.84 | Worst Trade (Mar 30) -$595,714.76 | Z-Score -0.94 (65.32%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $497,097.16 |
| 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% | 0.13% | 4.32% |
| Consecutive Losing Trades | 6,452 | 5,806 | 5,161 | 4,516 | 3,871 | 3,226 | 2,581 | 1,935 | 1,290 | 645 |
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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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