Mark T. Williams Portfolio
Invests via InvesTrust | Managed by Mark T. Williams, Gregory Baum
Invests via InvesTrust
Managed by Mark T. Williams, Gregory Baum
Automatically Tracked
Seasoned academic and market commentator focused on banking, risk, and fintech strategy. Mark T. Williams is a Boston University professor, author and consultant who provides independent analysis on bank performance, valuations, credit risk and regulatory dynamics for investors and boards. His work spans research, expert testimony, media commentary and advisory roles with emphasis on distressed banks, systemic risk and emerging payments technology. He holds graduate degrees in finance and economics and is frequently cited by financial press and institutional investors for timely risk assessments that inform trading and corporate governance decisions.
Seasoned academic and market commentator focused on banking, risk, and fintech strategy. Mark T. Williams is a Boston University professor, author and consultant who provides independent analysis on bank performance, valuations, credit risk and regulatory dynamics for investors and boards. His work spans research, expert testimony, media commentary and advisory roles with emphasis on distressed banks, systemic risk and emerging payments technology. He holds graduate degrees in finance and economics and is frequently cited by financial press and institutional investors for timely risk assessments that inform trading and corporate governance decisions.
Investment Philosophy & Strategy
Seasoned academic and market commentator focused on banking, risk, and fintech strategy. Mark T. Williams is a Boston University professor, author and consultant who provides independent analysis on bank performance, valuations, credit risk and regulatory dynamics for investors and boards. His work spans research, expert testimony, media commentary and advisory roles with emphasis on distressed banks, systemic risk and emerging payments technology. He holds graduate degrees in finance and economics and is frequently cited by financial press and institutional investors for timely risk assessments that inform trading and corporate governance decisions.
Seasoned academic and market commentator focused on banking, risk, and fintech strategy. Mark T. Williams is a Boston University professor, author and consultant who provides independent analysis on bank performance, valuations, credit risk and regulatory dynamics for investors and boards. His work spans research, expert testimony, media commentary and advisory roles with emphasis on distressed banks, systemic risk and emerging payments technology. He holds graduate degrees in finance and economics and is frequently cited by financial press and institutional investors for timely risk assessments that inform trading and corporate governance decisions.
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:
5.45%
Gain
Monthly
0.29%
Yearly
3.5%
Drawdown
15.15%
$260.65M
Equity
Holdings
$260.65M
Investment
$216.23M
$63M
Profit -$1.12M
Realized
$18.58M
Unrealized
$44.42M
Dividends
$11.24M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.12M
Win %
74%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$249,112.39
Win %
74%
This Month
Compared to last month
Gain
0.18%
Profit
$471,835.39
Win %
74%
This Year
Compared to last year
Gain
0.16%
Profit
$428,815.24
Win %
78%
CSCO Cisco Systems, Inc.
+2.57%
+$126,558.78 
SHEL Shell plc
+2.22%
+$52,738.53 
ORCL Oracle Corporation
+1.64%
+$31,085.52 
CVX Chevron Corporation
+1.58%
+$50,558.34 
COP ConocoPhillips
+1.47%
+$5,014.65 
JNJ Johnson & Johnson
+1.37%
+$60,782.85 
XOM Exxon Mobil Corporation
+1.32%
+$70,569.6 
AFL Aflac Inc.
+1.28%
+$3,580.28 
PM Philip Morris International Inc.
+0.87%
+$30,313.26 
ABBV AbbVie Inc.
+0.75%
+$15,141.1 
UPS United Parcel Service, Inc.
+0.7%
+$8,181.96 
LLY Eli Lilly and Company
+0.61%
+$39,645.36 
BMY Bristol-Myers Squibb Company
+0.45%
+$10,867.45 
OKE ONEOK, Inc.
+0.42%
+$5,890.56 
CVS CVS Health Corporation
+0.42%
+$5,949.65 
MET MetLife Inc.
+0.39%
+$13,327.61 
EMR Emerson Electric Co.
+0.3%
+$4,388.62 
BA Boeing Company
+0.29%
+$3,345.52 
NUE Nucor Corporation
+0.28%
+$11,127.36 
AAPL Apple Inc.
+0.2%
+$16,894.74 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$849.57 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.05%
+$324.21 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$3,204.99 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$1,314.06 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
KO The Coca-Cola Company
-4.14%
-$107,116.11 
IBM International Business Machines Corporation
-3.45%
-$80,173.48 
GSK GSK plc Sponsored ADR
-2.81%
-$43,020.45 
SBUX Starbucks Corporation
-2.73%
-$64,773.68 
GOOGL Alphabet Inc
-2.57%
-$17,136.22 
NTRS Northern Trust Corporation
-2.47%
-$110,623.5 
DIS The Walt Disney Company
-2.44%
-$51,224.4 
ITW Illinois Tool Works Inc.
-2.31%
-$60,364.8 
MCD McDonald's Corporation
-2.1%
-$71,434.18 
AMGN Amgen Inc.
-2.04%
-$6,454.83 
AXP American Express Company
-1.92%
-$26,043.75 
PEP PepsiCo, Inc.
-1.89%
-$44,928.29 
STT State Street Corp
-1.66%
-$16,989.1 
MSFT Microsoft Corp.
-1.49%
-$108,020 
UBER Uber Technologies, Inc.
-1.47%
-$3,267.6 
INTC Intel Corporation
-1.44%
-$60,674.6 
VUG Vanguard Growth ETF
-1.32%
-$13,963.86 
CMCSA Comcast Corp
-1.27%
-$3,541.05 
IWF iShares Russell 1000 Growth ETF
-1.26%
-$47,160.72 
TGT Target Corporation
-1.24%
-$34,406.59 
PG Procter & Gamble Co
-1.22%
-$30,295.86 
ELV Elevance Health, Inc.
-1.15%
-$7,378.82 
PNC The PNC Financial Services Group, Inc.
-1.15%
-$10,319.4 
IJS iShares S&P Small-Cap 600 Value ETF
-1.14%
-$46,017.98 
AEE Ameren Corporation
-1.09%
-$4,797 
IWN iShares Russell 2000 Value ETF
-1.06%
-$66,788.97 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$7,603.8 
USB U.S. Bancorp
-0.91%
-$26,005.46 
WFC Wells Fargo & Company
-0.86%
-$27,865.4 
IVV iShares Core S&P 500 ETF
-0.86%
-$9,283.41 
IWB iShares Russell 1000 ETF
-0.86%
-$2,096.82 
CSX CSX Corporation
-0.85%
-$7,758.23 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$5,794.64 
AMZN Amazon.com Inc
-0.84%
-$2,898.01 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.82%
-$69,865.43 
MCHP Microchip Technology Incorporated
-0.82%
-$7,420.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$16,265.34 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.73%
-$21,336.32 
ADP Automatic Data Processing Inc.
-0.72%
-$24,788.22 
EFG iShares MSCI EAFE Growth ETF
-0.7%
-$18,831.75 
SYY Sysco Corporation
-0.68%
-$5,694.64 
ACN Accenture plc Class A
-0.67%
-$4,246.04 
MMM 3M Company
-0.65%
-$17,184.9 
IWR iShares Russell Mid-Cap ETF
-0.65%
-$3,498.49 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$40,617.08 
VGT Vanguard Information Technology ETF
-0.64%
-$2,806.23 
IWM iShares Russell 2000 ETF
-0.61%
-$2,720.43 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$2,920.05 
EFA iShares MSCI EAFE ETF
-0.56%
-$5,595.84 
LMT Lockheed Martin Corporation
-0.56%
-$5,460.69 
IWD iShares Russell 1000 Value ETF
-0.52%
-$12,315.44 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.51%
-$33,224.72 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$3,402.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$75,510.5 
MDT Medtronic plc
-0.44%
-$1,541.05 
APD Air Products and Chemicals, Inc.
-0.44%
-$13,179.5 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$818.04 
VZ Verizon Communications Inc.
-0.39%
-$8,329.49 
WMT Walmart Inc.
-0.38%
-$4,165.48 
SLB Schlumberger Limited
-0.38%
-$6,419.88 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$9,269.5 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.34%
-$2,276.12 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$5,336.4 
JPM JPMorgan Chase & Co.
-0.29%
-$19,383.21 
VTV Vanguard Value ETF
-0.25%
-$3,270.72 
IWO iShares Russell 2000 Growth ETF
-0.16%
-$10,372.2 
MRK Merck & Co., Inc.
-0.14%
-$1,475.64 
PFE Pfizer Inc.
-0.1%
-$1,641.97 Events
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Dividends
Dividend Analysis
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| Trades 515 | Longs Won 391/515 75% | Profit Factor 7.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,854.14 |
| Average Win $184,439.36 | Best Trade (Jul 15) $4.99M | Sharpe Ratio -9.92 |
| Average Loss -$73,486.27 | Worst Trade (Jun 30) -$968,872.52 | Z-Score 8.72 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $122,336.88 |
| 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 | 3,546 | 3,191 | 2,837 | 2,482 | 2,128 | 1,773 | 1,418 | 1,064 | 709 | 355 |
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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