EW
Ed West Portfolio
Invests via Values First Advisors Inc. | Managed by Alex Ellis, Benji Nunn, Mike Mitchell
Invests via Values First Advisors Inc.
Managed by Alex Ellis, Benji Nunn, Mike Mitchell
Automatically Tracked
Ed West Profile
With a robust background in entrepreneurial ventures and capital markets, Ed West has distinguished himself as a thought leader in the financial landscape. He is renowned for his dynamic approach to business development and strategic partnerships across various sectors. His diverse experiences encompass building startups from the ground up, showcasing an ability to innovate within competitive environments. Known for fostering strong networks, he effectively leverages these connections to drive growth opportunities and enhance market reach. With a keen focus on identifying emerging trends and potential disruptions, Ed’s insights contribute significantly to discussions around investment prospects.
With a robust background in entrepreneurial ventures and capital markets, Ed West has distinguished himself as a thought leader in the financial landscape. He is renowned for his dynamic approach to business development and strategic partnerships across various sectors. His diverse experiences encompass building startups from the ground up, showcasing an ability to innovate within competitive environments. Known for fostering strong networks, he effectively leverages these connections to drive growth opportunities and enhance market reach. With a keen focus on identifying emerging trends and potential disruptions, Ed’s insights contribute significantly to discussions around investment prospects.
Investment Philosophy & Strategy
Opportunity recognition is at the heart of Ed West's investment strategy. By harnessing his extensive entrepreneurial background and market acumen, he identifies high-potential ventures that exhibit both innovation and scalability. With a distinct emphasis on transformative business models, he seeks out opportunities where conventional wisdom may overlook untapped potential. His ability to forge strategic alliances further amplifies growth trajectories for investments in evolving sectors. Driven by an acute awareness of trends poised to disrupt markets, decision-making tends to focus on dynamic industry shifts that promise robust returns.
Opportunity recognition is at the heart of Ed West's investment strategy. By harnessing his extensive entrepreneurial background and market acumen, he identifies high-potential ventures that exhibit both innovation and scalability. With a distinct emphasis on transformative business models, he seeks out opportunities where conventional wisdom may overlook untapped potential. His ability to forge strategic alliances further amplifies growth trajectories for investments in evolving sectors. Driven by an acute awareness of trends poised to disrupt markets, decision-making tends to focus on dynamic industry shifts that promise robust returns.
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:
23.58%
Gain +1.54%
Monthly
0.49%
Yearly
6.08%
Drawdown
16.71%
$206.55M
Equity
Holdings
$206.55M
Investment
$162.77M
$69.46M
Profit +$3.56M
Realized
$25.68M
Unrealized
$43.78M
Dividends
$20.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.54%
Profit
$3.56M
Win %
65%
This Week
Compared To Last Week
Gain
0.43%
Profit
$879,343.95
Win %
65%
This Month
Compared to last month
Gain
0.14%
Profit
$279,572.2
Win %
65%
This Year
Compared to last year
Gain
7.34%
Profit
$14.13M
Win %
65%
KLAC KLA Corporation
+13.16%
+$78,440.88 
LRCX Lam Research Corporation
+12.79%
+$351,256.4 
AGEN Agenus Inc.
+10.91%
+$3,706.78 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$139,336.25 
SITM SiTime Corporation
+8.22%
+$100,517.98 
MPWR Monolithic Power Systems, Inc.
+8.14%
+$392,781.22 
AMD Advanced Micro Devices, Inc.
+8.13%
+$50,191.06 
LSCC Lattice Semiconductor Corporation
+7.28%
+$72,049.36 
BBNX Beta Bionics Inc.
+7.11%
+$34,311.22 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$22,865.93 
MIRM Mirum Pharmaceuticals Inc.
+6.12%
+$94,520.12 
DGII Digi International Inc.
+6.11%
+$22,562.13 
MCHP Microchip Technology Incorporated
+6.03%
+$191,526.1 
SSYS Stratasys Ltd.
+6.03%
+$13,589.97 
PANW Palo Alto Networks, Inc.
+5.88%
+$46,795.29 
DELL Dell Technologies Inc.
+5.79%
+$40,079.52 
CGNX Cognex Corporation
+5.74%
+$198,321.13 
SLV iShares Silver Trust
+5.72%
+$58,099.8 
UA Under Armour Inc.
+5.33%
+$26,556.19 
VST Vistra Corp
+5.2%
+$30,420 
INOD Innodata Inc.
+5.2%
+$30,397.83 
ODFL Old Dominion Freight Line, Inc.
+5.07%
+$78,045.45 
INSM Insmed Inc.
+5.06%
+$9,565.05 
ANGX Angel Studios, Inc.
+4.93%
+$3,512.32 
GEV GE Vernova Inc.
+4.87%
+$140,197.28 
PWR Quanta Services Inc.
+4.64%
+$25,540.76 
DHI D.R. Horton, Inc.
+4.57%
+$34,026.41 
XMTR Xometry Inc.
+4.42%
+$131,821.42 
PCVX Vaxcyte, Inc.
+4.35%
+$9,243 
ELAN Elanco Animal Health Incorporated
+4.26%
+$42,844.43 
ARGX argenx SE American Depositary Receipt
+4.25%
+$37,586.75 
GNTX Gentex Corporation
+4.12%
+$77,507.43 
DG Dollar General Corporation
+3.95%
+$22,763.3 
SHW The Sherwin-Williams Company
+3.93%
+$13,408.62 
ROK Rockwell Automation, Inc.
+3.87%
+$11,498.76 
AVGO Broadcom Inc.
+3.64%
+$49,010.31 
ITRN Ituran Location and Control Ltd.
+3.58%
+$24,931.41 
OAIM OneAscent International Equity ETF
+3.54%
+$9,763.22 
RXRX Recursion Pharmaceuticals, Inc.
+3.29%
+$7,219.3 
VGT Vanguard Information Technology ETF
+3.29%
+$10,804.32 
GLD SPDR Gold Shares
+3.21%
+$51,369.44 
IAU iShares Gold Trust
+3.2%
+$53,320.5 
TECH Bio-Techne Corporation
+2.93%
+$52,238.34 
NLY Annaly Capital Management, Inc.
+2.92%
+$22,881.87 
AXSM Axsome Therapeutics, Inc.
+2.87%
+$31,144.15 
ANET Arista Networks, Inc.
+2.8%
+$14,067.53 
BIBL Inspire 100 ETF
+2.79%
+$22,149.92 
VMC Vulcan Materials Company
+2.74%
+$15,191.88 
TT Trane Technologies plc
+2.61%
+$53,993.62 
OASC Oneascent Small Cap Core ETF
+2.59%
+$717.17 
TLN Talen Energy Corporation
+2.58%
+$8,129.82 
TPIF Timothy Plan International ETF
+2.49%
+$3,099.62 
NVDA NVIDIA Corporation
+2.42%
+$54,179.35 
HD The Home Depot, Inc.
+2.36%
+$8,189.27 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$17,263.16 
APH Amphenol Corporation
+2.34%
+$72,266.12 
LLY Eli Lilly and Company
+2.31%
+$10,967.1 
LAD Lithia Motors Inc.
+2.27%
+$7,055.11 
OALC OneAscent Large Cap Core ETF
+2.26%
+$6,665.38 
LOW Lowe's Companies Inc.
+2.22%
+$49,289.1 
COLD Americold Realty Trust
+2.19%
+$6,391.98 
DDOG Datadog, Inc. Class A Common Stock
+2.16%
+$14,072.06 
HWKN Hawkins Inc.
+2.15%
+$32,309.68 
HBAN Huntington Bancshares Incorporated
+2.11%
+$7,085.8 
MG Mistras Group Inc
+2.09%
+$13,306.08 
BMI Badger Meter Inc.
+2.08%
+$18,988.12 
EBS Emergent BioSolutions Inc.
+2.06%
+$51,857.82 
ESUM Eventide US Market ETF
+2.03%
+$20,413.41 
ELCV Eventide High Dividend ETF
+2.02%
+$8,301.99 
ESLG Eventide Large Cap Growth ETF
+1.94%
+$3,675.36 
CLDX Celldex Therapeutics Inc.
+1.91%
+$4,327.68 
DCI Donaldson Company, Inc.
+1.85%
+$39,253.75 
CEG Constellation Energy Corporation
+1.81%
+$8,535.62 
EXEL Exelixis Inc.
+1.77%
+$13,645.89 
GLBE Global-E Online Ltd.
+1.74%
+$8,688.51 
AXP American Express Company
+1.7%
+$19,358.56 
MDB MongoDB Inc.
+1.66%
+$3,911.62 
KIM Kimco Realty Corporation
+1.64%
+$12,370.32 
TLPH Talphera Inc.
+1.62%
+$1,063.82 
TTC The Toro Company
+1.56%
+$33,349.28 
TPSC Timothy Plan US Small Cap Core ETF
+1.47%
+$4,559.43 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+1.42%
+$8,553.93 
RPRX Royalty Pharma plc
+1.39%
+$15,356.56 
GGG Graco Inc.
+1.36%
+$20,461 
ESLV Eventide Large Cap Value ETF
+1.34%
+$1,165.07 
ISMD Inspire Small/Mid Cap ETF
+1.34%
+$264.16 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
+1.33%
+$998.13 
LIN Linde plc
+1.29%
+$14,364.15 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$23,604.48 
FERG Ferguson Enterprises Inc
+1.27%
+$3,579.6 
CENT Central Garden & Pet Company
+1.22%
+$4,150.59 
SKT Tanger Factory Outlet Centers, Inc.
+1.21%
+$19,529.28 
CINF Cincinnati Financial Corporation
+1.16%
+$22,584.98 
SRRK Scholar Rock Holding Corporation
+1.16%
+$9,467.64 
TLH iShares 10-20 Year Treasury Bond ETF
+1.14%
+$21,091.45 
TOST Toast Inc.
+1.13%
+$8,150.45 
NEOG Neogen Corporation
+1.09%
+$8,832.1 
LOPE Grand Canyon Education Inc.
+0.99%
+$13,444.5 
EXPD Expeditors International of Washington, Inc.
+0.96%
+$24,856.47 
OLN Olin Corporation
+0.92%
+$2,746.48 
FAST Fastenal Co.
+0.89%
+$3,534.21 
EXR Extra Space Storage Inc.
+0.84%
+$5,143.28 
WY Weyerhaeuser Company
+0.7%
+$2,914.99 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$36,351.85 
URI United Rentals, Inc.
+0.69%
+$7,409.5 
AFG American Financial Group Inc.
+0.64%
+$11,452.05 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$18.55 
IBD Inspire Corporate Bond ETF
+0.57%
+$312.8 
AJG Arthur J. Gallagher & Co.
+0.57%
+$1,545 
MTD Mettler-Toledo International Inc.
+0.48%
+$3,393.5 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$22,791.66 
RBA Rb Global Inc.
+0.41%
+$2,871.43 
FTDR Frontdoor, Inc.
+0.39%
+$1,556.88 
GBX Greenbrier Companies, Inc.
+0.36%
+$1,858.44 
SRCE 1st Source Corporation
+0.34%
+$7,280.52 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.28%
+$18,512.55 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$0.44 
LQDT Liquidity Services Inc.
+0.25%
+$2,874.48 
ISRG Intuitive Surgical, Inc.
+0.21%
+$589 
STAG Stag Industrial Inc.
+0.18%
+$1,123.5 
MDT Medtronic plc
+0.17%
+$722.82 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$12,230.68 
NEAR iShares Short Maturity Bond ETF
+0.15%
+$6,731.77 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$12,913.04 
DTM Dt Midstream Inc.
+0.12%
+$289 
TRINZ Trinity Capital Inc. 7.875% Notes due 2029
+0.1%
+$434.85 
GH Guardant Health Inc.
+0.08%
+$2,148.8 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$0.12 
LMAT Lemaitre Vascular Inc.
+0.02%
+$406.22 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$685.95 
SHV iShares Short Treasury Bond ETF
+0.01%
+$36.15 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$157.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$333.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$201.68 
CYBR CyberArk Software Ltd
0%
$0 
ESSC
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GIFI Gulf Island Fabrication Inc.
0%
$0 
LCUT Lifetime Brands Inc.
0%
$0 
TLF Tandy Leather Factory Inc.
0%
$0 
CHWY Chewy Inc.
-5.76%
-$19,730.55 
SAP SAP SE Sponsored ADR
-3.99%
-$10,648.8 
HUBS HubSpot, Inc.
-2.94%
-$5,726.69 
NOW ServiceNow, Inc.
-2.88%
-$10,153.07 
SPGI S&P Global Inc.
-2.85%
-$26,854.76 
INTU Intuit Inc.
-2.74%
-$8,628.02 
EOG EOG Resources, Inc.
-2.68%
-$57,742.32 
ENSG The Ensign Group, Inc.
-2.4%
-$67,587.52 
WM Waste Management, Inc.
-2.31%
-$9,824.67 
CTRE CareTrust REIT Inc.
-2.15%
-$8,695.35 
EGY Vaalco Energy Inc.
-2.07%
-$39,436.37 
COKE Coca-Cola Consolidated Inc.
-2.02%
-$20,986.82 
WCN Waste Connections Inc.
-1.98%
-$12,212.55 
BSX Boston Scientific Corporation
-1.98%
-$3,065.55 
HCKT The Hackett Group, Inc.
-1.56%
-$10,474.72 
ROL Rollins, Inc.
-1.49%
-$20,818.62 
TMDX TransMedics Group Inc.
-1.48%
-$6,368.11 
IRTC Irhythm Technologies Inc.
-1.23%
-$8,071 
TRGP Targa Resources Corp.
-1.1%
-$8,166.13 
MAA Mid-America Apartment Communities, Inc.
-1.08%
-$23,238.9 
CSV Carriage Services Inc.
-1%
-$5,703.2 
LNG Cheniere Energy Inc.
-0.98%
-$4,389.44 
OHI Omega Healthcare Investors Inc.
-0.79%
-$7,899.12 
COLL Collegium Pharmaceutical Inc.
-0.78%
-$4,590.81 
WMB The Williams Companies, Inc.
-0.76%
-$5,266.25 
AMSF Amerisafe Inc.
-0.75%
-$1,554 
SO The Southern Company
-0.66%
-$4,140.96 
ALNY Alnylam Pharmaceuticals Inc
-0.56%
-$5,258.38 
ORLY O'Reilly Automotive Inc.
-0.55%
-$7,053 
LBRT Liberty Energy Inc.
-0.53%
-$1,713.9 
ROP Roper Technologies Inc.
-0.4%
-$3,140.3 
ETR Entergy Corporation
-0.39%
-$1,449.53 
AXON Axon Enterprise, Inc.
-0.34%
-$1,264.5 
FIZZ National Beverage Corp.
-0.32%
-$4,486.8 
CDNS Cadence Design Systems, Inc.
-0.31%
-$1,821.89 
NNN NNN REIT, Inc.
-0.3%
-$7,941.92 
NEE NextEra Energy, Inc.
-0.19%
-$716 
SOVF Sovereign's Capital Flourish Fund
-0.18%
-$461.21 
MSI Motorola Solutions, Inc.
-0.17%
-$637.56 
WELL Welltower Inc.
-0.14%
-$1,945.9 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$24.84 Events
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Dividends
Dividend Analysis
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| Trades 4237 | Longs Won 2322/4237 54% | Profit Factor 3.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $112,254.36 |
| Average Win $44,558.34 | Best Trade (Jun 11) $2.83M | Sharpe Ratio -25.68 |
| Average Loss -$17,756.76 | Worst Trade (Jun 29) -$1.1M | Z-Score -3.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 1d | Expectancy $16,393.74 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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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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