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:
97.04%
Gain -0.25%
Monthly
0.97%
Yearly
12.22%
Drawdown
20.96%
$398.38M
Equity
Holdings
$398.38M
Investment
$283M
$99.69M
Profit -$468,800.16
Realized
-$15.69M
Unrealized
$115.38M
Dividends
$22.24M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$468,800.16
Win %
82%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$468,800.16
Win %
82%
This Month
Compared to last month
Gain
-0.14%
Profit
-$564,512.81
Win %
82%
This Year
Compared to last year
Gain
1.83%
Profit
$7.15M
Win %
81%
TSLA Tesla, Inc.
+4.75%
+$89,528.58 
ADI Analog Devices, Inc.
+3.33%
+$20,612.77 
QCOM QUALCOMM Incorporated
+3.07%
+$57,147.37 
AVGO Broadcom Inc.
+2.86%
+$5,705.41 
HOOD Robinhood Markets, Inc.
+2.8%
+$139,483.5 
CSCO Cisco Systems, Inc.
+2.2%
+$10,112.09 
CAT Caterpillar Inc.
+2.15%
+$4,763.71 
NVDA NVIDIA Corporation
+1.79%
+$240,028.92 
AMAT Applied Materials, Inc.
+1.77%
+$15,256.82 
GLW Corning Incorporated
+1.71%
+$2,148.16 
GOOG Alphabet Inc
+1.62%
+$45,089.06 
GOOGL Alphabet Inc
+1.54%
+$17,870.83 
VSGX Vanguard ESG International Stock ETF
+1.52%
+$22,039.3 
DE Deere & Company
+1.11%
+$4,136.59 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.1%
+$85,353.75 
AVEM Avantis Emerging Markets Equity ETF
+1.09%
+$191,289.91 
AMZN Amazon.com Inc
+1.09%
+$12,692.7 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$4,865.38 
XLK State Street Technology Select Sector SPDR ETF
+1.02%
+$7,939.5 
VUG Vanguard Growth ETF
+1%
+$15,989.4 
MDY SPDR S&P MidCap 400 ETF Trust
+0.97%
+$3,332.05 
IUSG iShares Core S&P U.S. Growth ETF
+0.94%
+$7,501.4 
SCHF Schwab International Equity ETF
+0.9%
+$176,523.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.9%
+$275,797.62 
IWM iShares Russell 2000 ETF
+0.9%
+$9,025.04 
VB Vanguard Small-Cap ETF
+0.81%
+$8,847.01 
META Meta Platforms Inc Class A
+0.8%
+$3,340.84 
IXUS iShares Core International Stock ETF
+0.78%
+$2,578.9 
VEU Vanguard FTSE All-World ex-US ETF
+0.77%
+$5,252.09 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.76%
+$3,508.8 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.76%
+$4,765.48 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.73%
+$1,622.47 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.71%
+$5,740.35 
PH Parker-Hannifin Corporation
+0.7%
+$1,541.33 
VNQ Vanguard Real Estate ETF
+0.7%
+$3,853.12 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$49,470.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.67%
+$138,481.15 
IWB iShares Russell 1000 ETF
+0.66%
+$1,487.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$538,739.57 
DFAT Dimensional US Targeted Value ETF
+0.65%
+$120,111.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.63%
+$42,689.85 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$31,219.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.6%
+$2,321.35 
VOO Vanguard S&P 500 ETF
+0.59%
+$11,447.9 
SCHB Schwab U.S. Broad Market ETF
+0.58%
+$118,146.94 
ESGU iShares ESG Aware MSCI USA ETF
+0.54%
+$3,269.43 
AVDV Avantis International Small Cap Value ETF
+0.48%
+$76,454.04 
MSFT Microsoft Corp.
+0.43%
+$25,632.12 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$2,834.52 
VIG Vanguard Dividend Appreciation ETF
+0.37%
+$2,435.13 
AAPL Apple Inc.
+0.33%
+$25,730.96 
VO Vanguard Mid-Cap ETF
+0.32%
+$2,730.54 
VYMI Vanguard International High Dividend Yield Index Fund
+0.27%
+$669.12 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$873.84 
RSP Invesco S&P 500 Equal Weight ETF
+0.23%
+$612.99 
SUB iShares Short-Term National Muni Bond ETF
+0.23%
+$1,339.27 
COST Costco Wholesale Corporation
+0.08%
+$171.76 
ABBV AbbVie Inc.
+0.05%
+$304.35 
VTV Vanguard Value ETF
+0.01%
+$165.54 
IBM International Business Machines Corporation
-1.51%
-$9,707.66 
CDNS Cadence Design Systems, Inc.
-1.22%
-$7,194.84 
NFLX Netflix, Inc.
-0.94%
-$33,582.61 
GLDM SPDR Gold MiniShares Trust
-0.75%
-$2,065.22 
AXP American Express Company
-0.62%
-$2,383.83 
JNJ Johnson & Johnson
-0.57%
-$1,728.64 
HD The Home Depot, Inc.
-0.37%
-$1,860.08 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.06%
-$1,564.04 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$134.75 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.04%
-$1,936.74 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$21,843.78 Events
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Dividends
Dividend Analysis
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| Trades 603 | Longs Won 435/603 72% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $300,794.09 | Best Trade (Aug 14) $21.85M | Sharpe Ratio -10.64 |
| Average Loss -$185,425.97 | Worst Trade (Jun 29) -$10.34M | Z-Score 10.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 5d | Expectancy $165,329.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 2,151 | 1,935 | 1,720 | 1,505 | 1,290 | 1,075 | 860 | 645 | 430 | 215 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,936 | $4.49M | $7.93M | - | $3.44M | 76.53% | +0.325% |
| ABBV AbbVie Inc. | 2,536 | $364,932.37 | $659,486.8 | - | $294,554.43 | 80.71% | +0.046% |
| ADI Analog Devices, Inc. | 1,531 | $313,616.49 | $640,055.37 | - | $326,438.88 | 104.09% | +3.328% |
| AMAT Applied Materials, Inc. | 1,630 | $252,954 | $878,015.8 | - | $625,061.8 | 247.1% | +1.768% |
| AMZN Amazon.com Inc | 4,701 | $871,894.75 | $1.18M | - | $307,727.18 | 35.29% | +1.088% |
| AVDV Avantis International Small Cap Value ETF | 147,027 | $10.26M | $15.96M | - | $5.7M | 55.6% | +0.481% |
| AVEM Avantis Emerging Markets Equity ETF | 185,718 | $11.2M | $17.66M | - | $6.46M | 57.7% | +1.095% |
| AVGO Broadcom Inc. | 581 | $219,473 | $205,360.26 | - | -$14,112.74 | -6.43% | +2.858% |
| AVUV Avantis U.S. Small Cap Value ETF | 173,101 | $15.93M | $20.75M | - | $4.83M | 30.29% | +0.672% |
| AXP American Express Company | 1,268 | $240,825.35 | $380,666.28 | - | $139,840.93 | 58.07% | -0.622% |
| BRK-B Berkshire Hathaway Inc. | 725 | $326,907.58 | $363,736.34 | - | $36,828.76 | 11.27% | +0.241% |
| BSV Vanguard Short-Term Bond ETF | 3,850 | $302,744.76 | $293,620.25 | - | -$9,124.51 | -3.01% | -0.046% |
| CAT Caterpillar Inc. | 268 | $285,393 | $226,225.5 | - | -$59,167.5 | -20.73% | +2.151% |
| CDNS Cadence Design Systems, Inc. | 1,683 | $527,201.76 | $583,083.76 | - | $55,882 | 10.6% | -1.219% |
| COST Costco Wholesale Corporation | 226 | $131,625.41 | $206,948.2 | - | $75,322.79 | 57.23% | +0.083% |
| CSCO Cisco Systems, Inc. | 4,231 | $239,953.01 | $470,275.65 | - | $230,322.64 | 95.99% | +2.197% |
| DE Deere & Company | 559 | $187,846.27 | $377,134.94 | - | $189,288.67 | 100.77% | +1.109% |
| DFAT Dimensional US Targeted Value ETF | 276,118 | $13.06M | $18.66M | - | $5.6M | 42.89% | +0.648% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 6,149 | $447,745.98 | $632,270.92 | - | $184,524.94 | 41.21% | +0.759% |
| ESGU iShares ESG Aware MSCI USA ETF | 3,653 | $497,343.04 | $614,416.33 | - | $117,073.29 | 23.54% | +0.535% |
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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 - $6.71M, VANGUARD TOTAL STOCK MKT ETF - $3.69M, Schwab International Equity ETF - $2.29M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.91M, and Apple Inc - $1.55M. 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 - $9.8M, Schwab U.S. Broad Market ETF - $3.63M, Vanguard Total World Bond ETF - $2.5M, Samsara Inc. Class A Common Stock - $881,714.41, and Vanguard ESG International Stock ETF - $446,467.02. 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 $22.24M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $6.69M, VANGUARD TOTAL STOCK MKT ETF - $2.91M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.37M, Schwab International Equity ETF - $1.67M, and Dimensional US Targeted Value ETF - $1.07M. 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.
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