Mark Astrinos Portfolio
Invests via Libra Wealth LLC | Managed by Mark Astrinos
Invests via Libra Wealth LLC
Managed by Mark Astrinos
Automatically Tracked
Mark Astrinos Profile
Mark Astrinos is an accomplished operating executive with a strong background in technology innovation and product development. He has successfully navigated complex business environments, driving growth for companies at various stages of maturity. His leadership extends across diverse sectors, including software and fintech, where he has been instrumental in scaling operations and enhancing market competitiveness. Mark's extensive experience includes overseeing strategic initiatives that connect emerging technologies with consumer needs, solidifying his relevance in today's dynamic capital markets. With a keen understanding of customer engagement strategies, he consistently shapes high-impact solutions that resonate within competitive landscapes.
Mark Astrinos is an accomplished operating executive with a strong background in technology innovation and product development. He has successfully navigated complex business environments, driving growth for companies at various stages of maturity. His leadership extends across diverse sectors, including software and fintech, where he has been instrumental in scaling operations and enhancing market competitiveness. Mark's extensive experience includes overseeing strategic initiatives that connect emerging technologies with consumer needs, solidifying his relevance in today's dynamic capital markets. With a keen understanding of customer engagement strategies, he consistently shapes high-impact solutions that resonate within competitive landscapes.
Investment Philosophy & Strategy
Leveraging a profound expertise in technology innovation, Mark Astrinos applies an entrepreneurial mindset to uncover disruptive opportunities within the software and fintech arenas. His strategic focus centers on aligning product development with evolving market demands, ensuring scalable growth amidst shifting consumer preferences. With an eye for competitive differentiation, he seeks to implement operational improvements that drive efficiency and market share expansion. By fostering agile decision-making processes, he empowers teams to navigate challenges while optimizing resource allocation. This holistic approach positions him as a catalyst for transformation in increasingly complex business landscapes.
Leveraging a profound expertise in technology innovation, Mark Astrinos applies an entrepreneurial mindset to uncover disruptive opportunities within the software and fintech arenas. His strategic focus centers on aligning product development with evolving market demands, ensuring scalable growth amidst shifting consumer preferences. With an eye for competitive differentiation, he seeks to implement operational improvements that drive efficiency and market share expansion. By fostering agile decision-making processes, he empowers teams to navigate challenges while optimizing resource allocation. This holistic approach positions him as a catalyst for transformation in increasingly complex business landscapes.
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:
89.08%
Gain +4.89%
Monthly
1.03%
Yearly
13.04%
Drawdown
20.96%
$399.89M
Equity
Holdings
$399.89M
Investment
$283M
$101.21M
Profit +$9.82M
Realized
-$15.69M
Unrealized
$116.9M
Dividends
$20.96M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.89%
Profit
$9.82M
Win %
85%
This Week
Compared To Last Week
Gain
2.99%
Profit
$11.6M
Win %
85%
This Month
Compared to last month
Gain
2.99%
Profit
$11.6M
Win %
85%
This Year
Compared to last year
Gain
2.22%
Profit
$8.66M
Win %
84%
PH Parker-Hannifin Corporation
+7.31%
+$16,548.3 
QCOM QUALCOMM Incorporated
+1.82%
+$29,212.04 
AVGO Broadcom Inc.
+1.54%
+$3,741.64 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$259,653.23 
META Meta Platforms Inc Class A
+0.9%
+$3,058.09 
HOOD Robinhood Markets, Inc.
+0.77%
+$31,843.5 
COST Costco Wholesale Corporation
+0.62%
+$1,324.36 
DE Deere & Company
+0.46%
+$1,587.56 
AAPL Apple Inc.
+0.45%
+$33,749.52 
ADI Analog Devices, Inc.
+0.45%
+$2,618.01 
GOOG Alphabet Inc
+0.43%
+$12,894.45 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$17,643.53 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$752.93 
AMAT Applied Materials, Inc.
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
-4.63%
-$12,957.59 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$33,477.26 
ESGV Vanguard ESG U.S. Stock ETF
-3.1%
-$226,228.65 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-3.03%
-$180,191.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$757,349.02 
IXUS iShares Core International Stock ETF
-2.21%
-$7,457.9 
SCHF Schwab International Equity ETF
-2.17%
-$439,509.38 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$5,904.73 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$14,582.79 
VTV Vanguard Value ETF
-1.8%
-$22,292.78 
DFAT Dimensional US Targeted Value ETF
-1.79%
-$356,191.39 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.69%
-$11,068.2 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-1.62%
-$3,833.05 
NFLX Netflix, Inc.
-1.43%
-$56,059.16 
IBM International Business Machines Corporation
-1.35%
-$9,066.18 
GOOGL Alphabet Inc
-1.29%
-$16,099.17 
JNJ Johnson & Johnson
-1.03%
-$3,106.89 
ABBV AbbVie Inc.
-0.97%
-$6,086.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$7,410.27 
AXP American Express Company
-0.65%
-$2,891.04 
TSLA Tesla, Inc.
-0.63%
-$10,742.31 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$1,540.25 
VO Vanguard Mid-Cap ETF
-0.51%
-$4,497.36 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$48,648.74 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$1,033.6 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$120,140.79 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$1,132.39 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$653.89 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$7,746.96 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$8,213.81 
AMZN Amazon.com Inc
-0.14%
-$1,833.34 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$4,170.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$9,351.11 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$404.25 
NVDA NVIDIA Corporation
-0.1%
-$13,334.94 
VUG Vanguard Growth ETF
-0.08%
-$1,243.62 
MDY SPDR S&P MidCap 400 ETF Trust
-0.04%
-$149.34 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$227.96 Events
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Dividends
Dividend Analysis
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| Trades 603 | Longs Won 444/603 73% | Profit Factor 4.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $298,060.44 | Best Trade (Aug 10) $21.57M | Sharpe Ratio -10.64 |
| Average Loss -$195,780.84 | Worst Trade (Jun 29) -$10.34M | Z-Score 12.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 6d | Expectancy $167,843.59 |
| 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 | 2,041 | 1,837 | 1,633 | 1,429 | 1,224 | 1,020 | 816 | 612 | 408 | 204 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mark Astrinos?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Treasury Fund - $6.27M, VANGUARD TOTAL STOCK MKT ETF - $3.48M, Schwab International Equity ETF - $2.29M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.83M, and Apple Inc - $1.54M. 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: Vanguard S&P 500 ETF - $9.81M, Schwab U.S. Broad Market ETF - $3.68M, Vanguard Total World Bond ETF - $2.5M, Samsara Inc. Class A Common Stock - $881,714.41, and Vanguard ESG International Stock ETF - $454,935.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Astrinos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.96M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $6.26M, VANGUARD TOTAL STOCK MKT ETF - $2.7M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.29M, Schwab International Equity ETF - $1.67M, and Dimensional US Targeted Value ETF - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Astrinos's monthly returns?
Mark Astrinos'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 Mark Astrinos's strategy be considered aggressive or moderate?
Mark Astrinos'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 Mark Astrinos's strategy?
Mark Astrinos'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.
