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:
30.8%
Gain -1.3%
Monthly
0.75%
Yearly
9.33%
Drawdown
21.84%
$206.53M
Equity
Holdings
$206.53M
Investment
$163.44M
$70.37M
Profit -$2.17M
Realized
$27.29M
Unrealized
$43.09M
Dividends
$20.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.3%
Profit
-$2.17M
Win %
66%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.62M
Win %
66%
This Month
Compared to last month
Gain
-1.9%
Profit
-$3.99M
Win %
66%
This Year
Compared to last year
Gain
7.67%
Profit
$14.72M
Win %
66%
ANGX Angel Studios, Inc.
+7.42%
+$7,986.43 
MDB MongoDB Inc.
+4.11%
+$14,074.52 
CHWY Chewy Inc.
+3.49%
+$12,694.7 
BBNX Beta Bionics Inc.
+3.18%
+$26,153.05 
HUBS HubSpot, Inc.
+3.08%
+$7,068.94 
AXON Axon Enterprise, Inc.
+2.83%
+$12,274 
AMD Advanced Micro Devices, Inc.
+2.72%
+$19,155.79 
ALNY Alnylam Pharmaceuticals Inc
+2.56%
+$22,235.1 
DDOG Datadog, Inc. Class A Common Stock
+2.4%
+$17,992.4 
AVGO Broadcom Inc.
+2.33%
+$35,032.5 
INOD Innodata Inc.
+2.28%
+$8,157.65 
TOST Toast Inc.
+2.28%
+$20,869.9 
MPWR Monolithic Power Systems, Inc.
+2.16%
+$92,800.18 
ISRG Intuitive Surgical, Inc.
+2.12%
+$4,999.06 
GEV GE Vernova Inc.
+1.88%
+$46,528.4 
LBRT Liberty Energy Inc.
+1.78%
+$5,788.07 
NOW ServiceNow, Inc.
+1.67%
+$5,029.28 
AMSF Amerisafe Inc.
+1.37%
+$3,147.59 
WMB The Williams Companies, Inc.
+1.34%
+$9,633.4 
VST Vistra Corp
+1.25%
+$8,246.94 
LCUT Lifetime Brands Inc.
+1.17%
+$1,910.1 
CVX Chevron Corporation
+1.14%
+$2,515.04 
INTU Intuit Inc.
+1.09%
+$3,608.72 
XMTR Xometry Inc.
+1.03%
+$37,986.84 
VRT Vertiv Holdings Co
+1.02%
+$3,034.78 
OLN Olin Corporation
+0.95%
+$2,710.89 
SLV iShares Silver Trust
+0.91%
+$5,071.04 
EOG EOG Resources, Inc.
+0.89%
+$19,232.5 
ANET Arista Networks, Inc.
+0.87%
+$4,304.16 
EGY Vaalco Energy Inc.
+0.85%
+$15,968.7 
CEG Constellation Energy Corporation
+0.74%
+$4,596.46 
PWR Quanta Services Inc.
+0.74%
+$3,951.68 
COKE Coca-Cola Consolidated Inc.
+0.66%
+$6,634.19 
ENSG The Ensign Group, Inc.
+0.65%
+$20,558.31 
MAA Mid-America Apartment Communities, Inc.
+0.55%
+$11,294.41 
IRTC Irhythm Technologies Inc.
+0.5%
+$3,295.03 
TMDX TransMedics Group Inc.
+0.49%
+$2,139.84 
MDT Medtronic plc
+0.48%
+$2,121.6 
TLF Tandy Leather Factory Inc.
+0.42%
+$577.92 
VGT Vanguard Information Technology ETF
+0.42%
+$1,376.16 
FIZZ National Beverage Corp.
+0.39%
+$4,520.76 
SITM SiTime Corporation
+0.36%
+$1,837.42 
WELL Welltower Inc.
+0.32%
+$5,232.15 
ITRN Ituran Location and Control Ltd.
+0.3%
+$1,886.7 
CDNS Cadence Design Systems, Inc.
+0.25%
+$1,296.09 
TRGP Targa Resources Corp.
+0.23%
+$1,803.78 
LMAT Lemaitre Vascular Inc.
+0.21%
+$4,241.37 
OALC OneAscent Large Cap Core ETF
+0.18%
+$509.38 
LSCC Lattice Semiconductor Corporation
+0.15%
+$1,425 
BSX Boston Scientific Corporation
+0.14%
+$196.8 
AFG American Financial Group Inc.
+0.13%
+$2,584.57 
CENT Central Garden & Pet Company
+0.12%
+$415.05 
ROP Roper Technologies Inc.
+0.11%
+$764.38 
BIBL Inspire 100 ETF
+0.09%
+$727.1 
EBS Emergent BioSolutions Inc.
+0.07%
+$1,539.4 
NVDA NVIDIA Corporation
+0.06%
+$1,472.77 
HWKN Hawkins Inc.
+0.06%
+$886.95 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$0.09 
OASC Oneascent Small Cap Core ETF
+0.04%
+$12.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$1,230.89 
CINF Cincinnati Financial Corporation
+0.02%
+$466.84 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$58.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$406.26 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$84.34 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$12.4 
SHV iShares Short Treasury Bond ETF
+0.01%
+$15.12 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$34.08 
ESSC
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$278,163.27 
BE Bloom Energy Corporation
-6.23%
-$22,784.91 
GH Guardant Health Inc.
-4.59%
-$148,573.58 
GLBE Global-E Online Ltd.
-3.45%
-$20,191.83 
COLD Americold Realty Trust
-3.39%
-$11,811.42 
DELL Dell Technologies Inc.
-3.15%
-$24,967.51 
VMC Vulcan Materials Company
-3.1%
-$18,383.3 
DHI D.R. Horton, Inc.
-3.07%
-$23,643.09 
LAD Lithia Motors Inc.
-2.94%
-$11,817.84 
URI United Rentals, Inc.
-2.84%
-$46,787.64 
MTD Mettler-Toledo International Inc.
-2.71%
-$22,206.26 
MG Mistras Group Inc
-2.67%
-$14,837.34 
EXPD Expeditors International of Washington, Inc.
-2.57%
-$72,751.28 
SRRK Scholar Rock Holding Corporation
-2.48%
-$24,693.5 
WY Weyerhaeuser Company
-2.45%
-$10,866 
AXSM Axsome Therapeutics, Inc.
-2.43%
-$25,641.33 
LLY Eli Lilly and Company
-2.3%
-$11,536.08 
LOW Lowe's Companies Inc.
-2.24%
-$48,213.36 
NEOG Neogen Corporation
-2.09%
-$19,401.17 
UA Under Armour Inc.
-2.06%
-$14,040.15 
ELAN Elanco Animal Health Incorporated
-2.05%
-$23,447.73 
ACRX AcelRx Pharmaceuticals Inc
-1.85%
-$2,037.92 
SHW The Sherwin-Williams Company
-1.84%
-$6,960.88 
KLAC KLA Corporation
-1.82%
-$11,029.5 
CAT Caterpillar Inc.
-1.8%
-$4,596.5 
LRCX Lam Research Corporation
-1.78%
-$48,815.39 
RXRX Recursion Pharmaceuticals, Inc.
-1.7%
-$3,711.8 
HD The Home Depot, Inc.
-1.68%
-$6,577.8 
FAST Fastenal Co.
-1.66%
-$8,587.37 
MIRM Mirum Pharmaceuticals Inc.
-1.58%
-$17,666.36 
GGG Graco Inc.
-1.57%
-$23,818.86 
NNN NNN REIT, Inc.
-1.55%
-$44,141.02 
NLY Annaly Capital Management, Inc.
-1.5%
-$13,139.67 
COLL Collegium Pharmaceutical Inc.
-1.5%
-$9,226.47 
CTRE CareTrust REIT Inc.
-1.47%
-$6,868.89 
CGNX Cognex Corporation
-1.41%
-$52,721.1 
GNTX Gentex Corporation
-1.38%
-$25,699.53 
PCVX Vaxcyte, Inc.
-1.37%
-$5,095.09 
ODFL Old Dominion Freight Line, Inc.
-1.31%
-$21,005.33 
ORLY O'Reilly Automotive Inc.
-1.29%
-$15,927.43 
IRDM Iridium Communications Inc.
-1.28%
-$6,181.2 
OHI Omega Healthcare Investors Inc.
-1.28%
-$14,378.58 
BMI Badger Meter Inc.
-1.27%
-$13,746.48 
PANW Palo Alto Networks, Inc.
-1.23%
-$18,239.72 
TRIN Trinity Capital Inc.
-1.18%
-$3,872.61 
NI NiSource Inc.
-1.17%
-$3,531.06 
CSV Carriage Services Inc.
-1.09%
-$5,903.18 
ROK Rockwell Automation, Inc.
-1.08%
-$3,386.41 
INSM Insmed Inc.
-1.07%
-$2,555.48 
HCKT The Hackett Group, Inc.
-1.06%
-$6,968.5 
RBA Rb Global Inc.
-1.04%
-$7,687.32 
AXP American Express Company
-1.03%
-$13,578.64 
DGII Digi International Inc.
-1.02%
-$3,789.83 
FERG Ferguson Enterprises Inc
-1.01%
-$3,011.59 
LQDT Liquidity Services Inc.
-1%
-$11,953.49 
AGEN Agenus Inc.
-1%
-$559.55 
TTC The Toro Company
-0.96%
-$21,454.16 
HBAN Huntington Bancshares Incorporated
-0.96%
-$3,598.7 
NEE NextEra Energy, Inc.
-0.95%
-$4,641 
ROL Rollins, Inc.
-0.93%
-$12,254.34 
TPSC Timothy Plan US Small Cap Core ETF
-0.91%
-$1,872.67 
FTDR Frontdoor, Inc.
-0.83%
-$3,862.53 
GBX Greenbrier Companies, Inc.
-0.82%
-$4,542.39 
ETR Entergy Corporation
-0.8%
-$3,112.2 
RPRX Royalty Pharma plc
-0.79%
-$9,554.66 
ISMD Inspire Small/Mid Cap ETF
-0.79%
-$162.24 
LOPE Grand Canyon Education Inc.
-0.78%
-$9,704.27 
SKT Tanger Factory Outlet Centers, Inc.
-0.72%
-$12,408.9 
EXR Extra Space Storage Inc.
-0.71%
-$4,386.9 
TECH Bio-Techne Corporation
-0.66%
-$16,007.02 
TLT iShares 20+ Year Treasury Bond ETF
-0.65%
-$12,240.7 
ESLV Eventide Large Cap Value ETF
-0.63%
-$563.04 
OAIM OneAscent International Equity ETF
-0.61%
-$1,640.02 
DCI Donaldson Company, Inc.
-0.61%
-$13,858.35 
MSI Motorola Solutions, Inc.
-0.59%
-$2,469.84 
TPIF Timothy Plan International ETF
-0.59%
-$682.88 
AMGN Amgen Inc.
-0.58%
-$1,222.48 
TT Trane Technologies plc
-0.57%
-$13,003.41 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$10,833.76 
GNRC Generac Holdings Inc.
-0.56%
-$2,629.31 
KIM Kimco Realty Corporation
-0.56%
-$4,421.19 
CRWD CrowdStrike Holdings, Inc.
-0.54%
-$2,245.4 
SO The Southern Company
-0.54%
-$2,619.87 
SSYS Stratasys Ltd.
-0.49%
-$1,076.8 
ELCV Eventide High Dividend ETF
-0.48%
-$2,321.96 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.48%
-$3,228.72 
ESUM Eventide US Market ETF
-0.47%
-$4,251.94 
SPGI S&P Global Inc.
-0.43%
-$2,900.8 
WCN Waste Connections Inc.
-0.42%
-$2,859.41 
ESLG Eventide Large Cap Growth ETF
-0.32%
-$152.28 
EXEL Exelixis Inc.
-0.32%
-$2,655.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$15,348.69 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$8.75 
DTM Dt Midstream Inc.
-0.19%
-$570.65 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$9,240 
WM Waste Management, Inc.
-0.11%
-$500.31 
APH Amphenol Corporation
-0.11%
-$3,403.62 
IBD Inspire Corporate Bond ETF
-0.1%
-$58.23 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
-0.1%
-$83 
MCHP Microchip Technology Incorporated
-0.1%
-$2,900.64 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.09%
-$6,312.15 
DG Dollar General Corporation
-0.08%
-$556.82 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$0.13 
GLD SPDR Gold Shares
-0.08%
-$1,420.2 
LIN Linde plc
-0.07%
-$826.2 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$5,750.26 
IAU iShares Gold Trust
-0.05%
-$955.64 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$2,293.32 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$3,129.21 
SRCE 1st Source Corporation
-0.04%
-$838.32 Events
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Dividends
Dividend Analysis
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| Trades 4410 | Longs Won 2435/4410 55% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $107,301.83 |
| Average Win $43,390.36 | Best Trade (Jul 22) $2.39M | Sharpe Ratio -19.33 |
| Average Loss -$17,865.14 | Worst Trade (Jun 29) -$1.1M | Z-Score -2.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 1d | Expectancy $15,957.34 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Ed West?
The largest contributions to the portfolio's profits come from the following stocks: Cintas Corporation - $2.33M, Tanger Factory Outlet Centers, Inc - $1.66M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.63M, American Financial Group Inc - $1.46M, and Palo Alto Networks, Inc - $1.42M. 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: Medifast Inc - $1.63M, Zentalis Pharmaceuticals, Inc - $1.25M, Simulations Plus, Inc - $1.22M, AcelRx Pharmaceuticals Inc - $791,520.78, and Celldex Therapeutics Inc - $637,925.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ed West's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.42M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.75M, American Financial Group Inc - $1.21M, Vanguard Short-Term Treasury Fund - $966,549.08, iShares Short Maturity Bond ETF - $741,468.52, and Annaly Capital Management, Inc - $741,464.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ed West's monthly returns?
Ed West's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ed West's strategy be considered aggressive or moderate?
Ed West's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ed West's strategy?
Ed West's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
