Walter J. West Portfolio
Invests via Milestone Asset Management LLC | Managed by Richard Todd Baker, Michael D. Ausherman, Jr., Walter J. West, Thomas Brian Hayes
Invests via Milestone Asset Management LLC
Managed by Richard Todd Baker, Michael D. Ausherman, Jr., Walter J. West, Thomas Brian Hayes
Automatically Tracked
Walter J. West Profile
With a distinguished career in the financial services sector, Walter J. West stands out as an influential figure in corporate finance and investment management. Known for his strategic insights, he has played key roles within leading firms, driving initiatives that enhance operational efficiency and market positioning. His experience spans both private equity and public markets, equipping him with a unique perspective on capital deployment and growth opportunities. Furthermore, West’s contributions to business development strategies have significantly impacted organizational trajectories across various industries.
With a distinguished career in the financial services sector, Walter J. West stands out as an influential figure in corporate finance and investment management. Known for his strategic insights, he has played key roles within leading firms, driving initiatives that enhance operational efficiency and market positioning. His experience spans both private equity and public markets, equipping him with a unique perspective on capital deployment and growth opportunities. Furthermore, West’s contributions to business development strategies have significantly impacted organizational trajectories across various industries.
Investment Philosophy & Strategy
Innovation and strategic foresight define Walter J. West's investment approach, shaped by a robust foundation in corporate finance. His proficiency in evaluating transformative business models empowers him to identify disruptive opportunities within the market landscape. Drawing from extensive experience across both private equity and public sectors, he champions investments that promote long-term growth while navigating potential risks effectively. This ability to synergize operational efficiency with creative capital deployment positions him as a formidable leader adept at steering organizations towards sustainable success.
Innovation and strategic foresight define Walter J. West's investment approach, shaped by a robust foundation in corporate finance. His proficiency in evaluating transformative business models empowers him to identify disruptive opportunities within the market landscape. Drawing from extensive experience across both private equity and public sectors, he champions investments that promote long-term growth while navigating potential risks effectively. This ability to synergize operational efficiency with creative capital deployment positions him as a formidable leader adept at steering organizations towards sustainable success.
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:
46.12%
Gain -0.23%
Monthly
0.95%
Yearly
12.07%
Drawdown
14.85%
$642.19M
Equity
Holdings
$642.19M
Investment
$577.28M
$143.31M
Profit -$1.27M
Realized
$78.4M
Unrealized
$64.91M
Dividends
$32.5M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$1.27M
Win %
70%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$1.27M
Win %
70%
This Month
Compared to last month
Gain
-0.87%
Profit
-$5.62M
Win %
70%
This Year
Compared to last year
Gain
0.77%
Profit
$4.92M
Win %
68%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$469,616.42 
PANW Palo Alto Networks, Inc.
+14.01%
+$32,106.7 
HACK Amplify Cybersecurity ETF
+8.3%
+$80,830.56 
NOW ServiceNow, Inc.
+7.69%
+$120,374.47 
SPOT Spotify Technology S.A.
+6.67%
+$39,921.04 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$62,508.22 
WDAY Workday Inc.
+4.61%
+$81,754.2 
ADBE Adobe Inc.
+4.59%
+$57,739.64 
CRM Salesforce Inc
+4.5%
+$50,643.3 
SHOP Shopify Inc.
+4.13%
+$135,862.05 
PLTR Palantir Technologies Inc.
+4.13%
+$155,233.15 
NFLX Netflix, Inc.
+3.76%
+$28,744.98 
ACH Accendra Health, Inc.
+3.7%
+$480 
MDT Medtronic plc
+3.21%
+$36,868.92 
BMNR Bitmine Immersion Technologies, Inc.
+3.18%
+$13,548.5 
GOOGL Alphabet Inc
+3.08%
+$10,450.44 
ARKG ARK Genomic Revolution ETF
+2.99%
+$7,601.19 
GOOG Alphabet Inc
+2.97%
+$26,019.22 
PRME Prime Medicine Inc.
+2.95%
+$9,223.23 
META Meta Platforms Inc Class A
+2.91%
+$33,385.54 
CRBU Caribou Biosciences, Inc.
+2.76%
+$7,002.98 
IBM International Business Machines Corporation
+2.71%
+$74,184.11 
IBIT iShares Bitcoin Trust
+2.4%
+$41,378.4 
EXPE Expedia Group, Inc.
+2.38%
+$80,581.05 
MO Altria Group, Inc.
+2.32%
+$94,803.2 
MSFT Microsoft Corp.
+2.27%
+$116,933.02 
WMT Walmart Inc.
+2.27%
+$31,964.22 
WM Waste Management, Inc.
+2.25%
+$24,555.05 
DIS The Walt Disney Company
+2.19%
+$73,847.02 
IONQ IonQ, Inc.
+2.04%
+$14,911.5 
LLY Eli Lilly and Company
+2.04%
+$145,620.82 
GILD Gilead Sciences Inc.
+1.86%
+$28,072.38 
ARKK ARK Innovation ETF Fund
+1.74%
+$8,318.65 
ABBV AbbVie Inc.
+1.73%
+$30,977.88 
MAR Marriott International Inc. - Class A
+1.64%
+$30,075.21 
COST Costco Wholesale Corporation
+1.58%
+$100,810.2 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$17,894.4 
VZ Verizon Communications Inc.
+1.4%
+$44,984.89 
UNH UnitedHealth Group Incorporated
+1.32%
+$54,713.69 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$4,874.1 
VVX V2X Inc.
+1.31%
+$16,557.35 
AMGN Amgen Inc.
+1.18%
+$79,556.92 
LMT Lockheed Martin Corporation
+1.14%
+$16,480.88 
V Visa Inc. Class A
+1.05%
+$44,146.53 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$15,987.52 
XBI SPDR S&P Biotech ETF
+1.04%
+$2,156.37 
SHLD Global X Defense Tech ETF
+1.03%
+$29,126.18 
HD The Home Depot, Inc.
+1%
+$2,085.76 
STN Stantec Inc.
+0.95%
+$2,480.28 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.92%
+$30,006.88 
AXP American Express Company
+0.89%
+$14,080.32 
UBSI United Bankshares, Inc.
+0.89%
+$2,239.7 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$13,211.88 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$11,670.2 
BMY Bristol-Myers Squibb Company
+0.73%
+$65,959.32 
DE Deere & Company
+0.69%
+$42,488.57 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$3,163.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$13,007.19 
TDS Telephone and Data Systems, Inc.
+0.61%
+$6,542.12 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$30,785.53 
AAPL Apple Inc.
+0.54%
+$118,235.53 
MAGS Roundhill Magnificent Seven Fund
+0.52%
+$3,438.66 
PG Procter & Gamble Co
+0.52%
+$6,912.78 
MRK Merck & Co., Inc.
+0.44%
+$10,683.08 
JQUA JPMorgan U.S. Quality Factor ETF
+0.4%
+$5,382.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$22,531.63 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$1,535.02 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.14%
+$594.47 
LAMR Lamar Advertising Company
+0.14%
+$4,145.4 
TJX The TJX Companies, Inc.
+0.12%
+$465.01 
KMI Kinder Morgan, Inc.
+0.11%
+$1,046.85 
FANG Diamondback Energy Inc
+0.11%
+$518.17 
EXEL Exelixis Inc.
+0.1%
+$1,616.39 
XOVR ERShares Private-Public Crossover ETF
+0.1%
+$348.82 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$230 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.08%
+$19,912.5 
CAH Cardinal Health Inc.
+0.08%
+$1,163.64 
LNTH Lantheus Holdings, Inc.
+0.07%
+$1,039.5 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.07%
+$3,326.62 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$284.38 
PFE Pfizer Inc.
+0.05%
+$178.86 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.05%
+$104.05 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.05%
+$199.96 
PEP PepsiCo, Inc.
+0.04%
+$2,210.45 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$470.21 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.03%
+$402.63 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$101.17 
CLOI VanEck CLO ETF
+0.03%
+$60.47 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$1,858.93 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$712.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,918.54 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$59.2 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$60.66 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$705.17 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$29.36 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$216.5 
SHV iShares Short Treasury Bond ETF
0%
+$72.89 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 PMBS
PMBS
0%
$0 BPRE
BPRE
0%
$0 OCTM
OCTM
0%
$0 DECM
DECM
0%
$0 FEBM
FEBM
0%
$0 
GLW Corning Incorporated
-14.06%
-$68,579.45 
TER Teradyne, Inc.
-13.05%
-$158,906.85 
COHR Coherent Corp.
-11.78%
-$25,898.4 
GEV GE Vernova Inc.
-8.66%
-$64,330.42 
LRCX Lam Research Corporation
-7.91%
-$110,731.2 
STRL Sterling Infrastructure, Inc.
-7.76%
-$15,864 
VRT Vertiv Holdings Co
-7.13%
-$296,319.35 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$25,946.81 
AMAT Applied Materials, Inc.
-6.73%
-$87,549.74 
MRVL Marvell Technology, Inc.
-6.65%
-$48,603.7 
CRWV CoreWeave, Inc.
-6.17%
-$51,100.92 
JBL Jabil Inc.
-5.53%
-$58,572.76 
ANET Arista Networks, Inc.
-5.48%
-$215,375.65 
INTC Intel Corporation
-5.3%
-$25,993.08 
MTZ MasTec, Inc. Common Stock
-5.11%
-$6,766.28 
DELL Dell Technologies Inc.
-5.04%
-$25,863.42 
LTBR Lightbridge Corporation
-4.93%
-$9,523.23 
AVGO Broadcom Inc.
-4.79%
-$35,055.66 
MU Micron Technology, Inc.
-4.76%
-$130,130.03 
PWR Quanta Services Inc.
-4.54%
-$209,651.44 
SMH VanEck Semiconductor ETF
-4.52%
-$81,706.44 
SNDK SanDisk Corporation
-4.42%
-$28,852 
ORCL Oracle Corporation
-4.42%
-$183,716.52 
FTI TechnipFMC plc
-4.27%
-$137,203.62 
CAT Caterpillar Inc.
-4.15%
-$201,662.73 
AMD Advanced Micro Devices, Inc.
-3.9%
-$139,938.25 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$127,979.45 
WDC Western Digital Corporation
-3.59%
-$11,632.62 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.48%
-$8,714.3 
BNY BlackRock New York Municipal Income Trust
-3.17%
-$29,770.12 
QTUM Defiance Quantum ETF
-2.99%
-$9,697.59 
TSLL Direxion Daily TSLA Bull 2X Shares
-2.92%
-$11,402.92 
NVDA NVIDIA Corporation
-2.85%
-$331,054.57 
RCS PIMCO Strategic Income Fund
-2.78%
-$26,854.24 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$79,265.68 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$5,260.86 
ROK Rockwell Automation, Inc.
-2.17%
-$6,333.31 
PLUG Plug Power Inc.
-2.14%
-$1,199.61 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$32,463.76 
GE General Electric Company
-1.98%
-$17,173.5 
JPM JPMorgan Chase & Co.
-1.72%
-$51,011.2 
RCAT Red Cat Holdings, Inc.
-1.71%
-$5,044.38 
CTRE CareTrust REIT Inc.
-1.67%
-$13,334.08 
CSCO Cisco Systems, Inc.
-1.65%
-$45,676.5 
GRAB Grab Holdings Limited
-1.64%
-$970.21 
PCRX Pacira BioSciences Inc.
-1.52%
-$20,003.44 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$20,467.56 
TSLA Tesla, Inc.
-1.4%
-$40,704 
UI Ubiquiti Inc.
-1.36%
-$9,799.72 
GLD SPDR Gold Shares
-1.35%
-$30,672.9 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$4,919.1 
RTX RTX Corporation
-1.32%
-$12,573.33 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$39,148.2 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$2,443.76 
IAU iShares Gold Trust
-1.29%
-$19,406.72 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$70,984.95 
VGT Vanguard Information Technology ETF
-1.24%
-$3,635.84 
AMZN Amazon.com Inc
-1.22%
-$8,047.82 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-1.19%
-$13,411.98 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$73,440 
XLE Energy Select Sector SPDR Fund
-1.13%
-$8,897.91 
BLCR iShares Large Cap Core ACT ETF
-1.11%
-$34,332.28 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$6,904.26 
ICVT iShares Convertible Bond ETF
-1.1%
-$39,317.04 
QCOM QUALCOMM Incorporated
-0.99%
-$11,726.99 
CVX Chevron Corporation
-0.94%
-$12,737.36 
HWM Howmet Aerospace Inc.
-0.87%
-$1,594 
XLB Materials Select Sector SPDR Fund
-0.83%
-$2,249.95 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$4,025.6 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$2,906.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$60,463.03 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$5,577.53 
SSO ProShares Ultra S&P500
-0.68%
-$34,625.6 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$2,279.62 
EFA iShares MSCI EAFE ETF
-0.65%
-$7,772.88 
OVL Overlay Shares Large Cap Equity Mutual Fund
-0.6%
-$8,545.22 
ED Consolidated Edison, Inc.
-0.58%
-$2,442.18 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$24,501.9 
IYW iShares U.S. Technology ETF
-0.56%
-$1,502.95 
RDVI FT Vest Rising Dividend Achievers Fund
-0.56%
-$8,968.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$41,443.71 
AOA iShares Core Aggressive Allocation ETF
-0.54%
-$2,042.62 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$13,160.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$38,386.68 
IYR iShares U.S. Real Estate ETF
-0.49%
-$1,329.37 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$19,068.84 
IHS IHS Holding Ltd.
-0.47%
-$840 
HQY HealthEquity Inc.
-0.47%
-$6,664.95 
VTV Vanguard Value ETF
-0.46%
-$4,629.85 
QQQI Neos NASDAQ-100 High Income ETF
-0.46%
-$17,263.5 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$5,936.75 
XLF Financial Select Sector SPDR Fund
-0.45%
-$5,986.64 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.43%
-$2,485.53 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,586.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$1,469.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$4,385.01 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$47,701.25 
VOO Vanguard S&P 500 ETF
-0.34%
-$4,096.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,217.38 
IVV iShares Core S&P 500 ETF
-0.32%
-$46,502.1 
GAUG FT Vest US Equity Moderate Fund
-0.31%
-$19,403.42 
EPD Enterprise Products Partners L.P.
-0.31%
-$2,336.28 
UAUG Innovator U.S. Equity Ultra Fund
-0.29%
-$2,868.5 
MPC Marathon Petroleum Corporation
-0.28%
-$921.79 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$4,367.79 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.27%
-$688.56 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$12,463.56 
SFLR Innovator Equity Managed Floor ETF
-0.24%
-$5,567.76 
BDEC Innovator U.S. Equity Buffer ETF
-0.23%
-$1,627.92 
BA Boeing Company
-0.23%
-$701.68 
MSTB LHA Market State Tactical Fund
-0.23%
-$18,627.3 
UFEB Innovator U.S. Equity Ultra ETF
-0.22%
-$601.52 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$5,937.3 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.21%
-$1,360.8 
GJAN FT Vest US Equity Moderate Fund B
-0.2%
-$1,556.54 
IWM iShares Russell 2000 ETF
-0.19%
-$1,785.45 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$1,150.59 
XYLD Global X S&P 500 Covered Call ETF
-0.18%
-$534.08 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.18%
-$4,258.15 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$10,722.1 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.17%
-$2,432 
GNOV FT Vest US Equity Moderate B Fund
-0.16%
-$10,098.34 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.16%
-$701.29 
VUG Vanguard Growth ETF
-0.16%
-$1,686.96 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$403.65 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.14%
-$8,970.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$1,567.21 
BINC iShares Flexible Income Active ETF
-0.13%
-$8,613.67 
MAIN Main Street Capital Corporation
-0.12%
-$376.53 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.12%
-$8,256.52 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$322.32 
UMAR Innovator U.S. Equity Ultra Fund
-0.12%
-$280.3 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.12%
-$13,845.19 
BUFF Innovator Laddered Allocation Fund
-0.11%
-$2,636.04 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.11%
-$553.68 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.11%
-$578.61 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,918.62 
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$5,751.1 
JNK SPDR Bloomberg High Yield Bond ETF
-0.09%
-$1,014.82 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$192.53 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$26,748.05 
UMAY Innovator U.S. Equity Ultra Fund
-0.07%
-$336.64 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$216.62 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$1,561.8 
IBTH iShares iBonds Dec 2027 Term
-0.04%
-$126.84 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$110.24 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$1,583.81 
SYSB iShares Systematic Bond ETF
-0.04%
-$2,809.2 
UAPR Innovator U.S. Equity Ultra ETF
-0.03%
-$127.5 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$62.85 
UDEC Innovator U.S. Equity Ultra Fund
-0.02%
-$728.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$225.24 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.02%
-$162.2 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$178.34 
FBND Fidelity Total Bond ETF
-0.01%
-$53.73 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2356 | Longs Won 1550/2356 65% | Profit Factor 4.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,370.38 |
| Average Win $122,027.21 | Best Trade (Sep 04) $6.35M | Sharpe Ratio -9.41 |
| Average Loss -$56,866.25 | Worst Trade (Jun 22) -$2.03M | Z-Score 3.11 (99.81%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $60,826.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 66,053 | $16.87M | $22.07M | - | $5.19M | 30.78% | +0.539% |
| ABBV AbbVie Inc. | 6,977 | $1.59M | $1.82M | - | $233,522.04 | 14.67% | +1.727% |
| ACH Accendra Health, Inc. | 12,000 | $33,600 | $13,440 | - | -$20,160 | -60% | +3.704% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 81,600 | $5.75M | $6.23M | - | $480,260.01 | 8.35% | -1.165% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 10,405 | $216,336 | $215,383.5 | - | -$952.5 | -0.44% | +0.048% |
| ADBE Adobe Inc. | 4,984 | $1.21M | $1.31M | - | $103,343.04 | 8.53% | +4.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,262 | $1.12M | $1.08M | - | -$36,334.24 | -3.25% | -0.021% |
| AJAN Innovator Equity Defined Protection Fund 2YJ26 | 15,312 | $395,094.96 | $436,468.56 | - | $41,373.6 | 10.47% | -0.16% |
| AMAT Applied Materials, Inc. | 2,849 | $973,795.61 | $1.21M | - | $239,194.63 | 24.56% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 6,950 | $1.49M | $3.45M | - | $1.96M | 131.6% | -3.901% |
| AMGN Amgen Inc. | 17,878 | $6.27M | $6.83M | - | $560,516.81 | 8.95% | +1.179% |
| AMZN Amazon.com Inc | 2,563 | $515,665.67 | $650,079.32 | - | $134,413.65 | 26.07% | -1.223% |
| ANET Arista Networks, Inc. | 19,705 | $2.33M | $3.72M | - | $1.39M | 59.41% | -5.476% |
| AOA iShares Core Aggressive Allocation ETF | 3,854 | $301,202.82 | $377,036.82 | - | $75,834 | 25.18% | -0.539% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 32,354 | $1.36M | $1.59M | - | $235,262.57 | 17.34% | -0.274% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 18,722 | $1.06M | $1.29M | - | $237,463.54 | 22.51% | -0.457% |
| ARKG ARK Genomic Revolution ETF | 5,585 | $234,905 | $262,053.78 | - | $27,148.78 | 11.56% | +2.987% |
| ARKK ARK Innovation ETF Fund | 5,737 | $424,875.29 | $487,817.11 | - | $62,941.82 | 14.81% | +1.735% |
| ASML ASML Holding N.V. New York Registry Shares | 220 | $212,979.91 | $347,679.2 | - | $134,699.29 | 63.25% | -6.945% |
| AVEM Avantis Emerging Markets Equity ETF | 16,521 | $1.33M | $1.54M | - | $211,531.16 | 15.89% | -2.061% |
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FAQ
Which stocks have generated the highest profits for Walter J. West?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $8.31M, ProShares Ultra S&P500 - $5.53M, Innovator Equity Managed Floor ETF - $4.75M, Palantir Technologies Inc - $4.48M, and Applied Materials, Inc - $4.14M. 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: ProShares VIX Short-Term Futures ETF - $2.68M, Nike, Inc. - Class B - $1.97M, Adobe Inc - $1.39M, Netflix, Inc - $1.1M, and Arista Networks, Inc - $813,372.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Walter J. West's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.5M earned over time. The largest contributors to dividend income include Invesco BulletShares 2023 Corporate Bond ETF - $2.79M, SPDR Bloomberg Investment Grade Floating Rate ETF - $1.87M, JPMorgan Nasdaq Equity Premium Income ETF - $1.6M, PGIM Ultra Short Bond ETF - $1.52M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $1.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Walter J. West's monthly returns?
Walter J. West's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Walter J. West's strategy be considered aggressive or moderate?
Walter J. West'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 Walter J. West's strategy?
Walter J. West'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.
