Mark Meredith Portfolio
Invests via Meredith Wealth Planning | Managed by Mark Meredith, Scott Wimmer
Invests via Meredith Wealth Planning
Managed by Mark Meredith, Scott Wimmer
Automatically Tracked
Mark Meredith Profile
With a rich history in entrepreneurial ventures, Mark Meredith has consistently showcased his ability to drive innovation and create value across various sectors. His career is marked by pivotal leadership roles where he emphasized operational excellence and strategic growth. He possesses a keen insight into market dynamics and emerging trends, enabling him to identify profitable opportunities for development. In addition, his expertise in guiding startups through formative phases underscores his commitment to nurturing new talent in the business landscape. This blend of experience positions him as a notable figure within investment circles, particularly regarding early-stage companies looking for robust guidance.
With a rich history in entrepreneurial ventures, Mark Meredith has consistently showcased his ability to drive innovation and create value across various sectors. His career is marked by pivotal leadership roles where he emphasized operational excellence and strategic growth. He possesses a keen insight into market dynamics and emerging trends, enabling him to identify profitable opportunities for development. In addition, his expertise in guiding startups through formative phases underscores his commitment to nurturing new talent in the business landscape. This blend of experience positions him as a notable figure within investment circles, particularly regarding early-stage companies looking for robust guidance.
Investment Philosophy & Strategy
Market dynamics often reveal untapped potentials that strategic minds can capitalize on. Mark Meredith exhibits a forward-thinking approach to investing, guided by his extensive entrepreneurial background and operational expertise. His focus leans heavily towards early-stage companies poised for growth, where he aims to facilitate their ascent through hands-on guidance and support. With a robust understanding of emerging trends, he adeptly identifies avenues for value creation while fostering innovation at every turn. This dynamic investment philosophy not only emphasizes scalability but also seeks out unique opportunities that resonate with market needs.
Market dynamics often reveal untapped potentials that strategic minds can capitalize on. Mark Meredith exhibits a forward-thinking approach to investing, guided by his extensive entrepreneurial background and operational expertise. His focus leans heavily towards early-stage companies poised for growth, where he aims to facilitate their ascent through hands-on guidance and support. With a robust understanding of emerging trends, he adeptly identifies avenues for value creation while fostering innovation at every turn. This dynamic investment philosophy not only emphasizes scalability but also seeks out unique opportunities that resonate with market needs.
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:
112.31%
Gain +0.15%
Monthly
1.72%
Yearly
22.78%
Drawdown
23.57%
$422.29M
Equity
Holdings
$422.29M
Investment
$310.9M
$125.09M
Profit +$302,422.04
Realized
$13.7M
Unrealized
$111.39M
Dividends
$18.23M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$302,422.04
Win %
78%
This Week
Compared To Last Week
Gain
0.07%
Profit
$302,422.04
Win %
78%
This Month
Compared to last month
Gain
-0.3%
Profit
-$1.27M
Win %
78%
This Year
Compared to last year
Gain
-0.34%
Profit
-$1.42M
Win %
77%
HUT Hut 8 Corp.
+5.34%
+$16,978.63 
TSLA Tesla, Inc.
+5.09%
+$57,240.95 
FIX Comfort Systems USA, Inc.
+3.6%
+$12,677.93 
RIOT Riot Platforms, Inc.
+3.37%
+$13,264.02 
AVGO Broadcom Inc.
+3.24%
+$7,790.99 
CAT Caterpillar Inc.
+2.75%
+$21,784.94 
SMH VanEck Semiconductor ETF
+2.54%
+$23,517.12 
NVDA NVIDIA Corporation
+2.47%
+$107,764.83 
GOOGL Alphabet Inc
+1.85%
+$47,212.82 
HBT HBT Financial Inc.
+1.65%
+$5,660.46 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.59%
+$68,578.08 
IJS iShares S&P Small-Cap 600 Value ETF
+1.54%
+$10,986.79 
DE Deere & Company
+1.54%
+$4,114.26 
AVES Avantis Emerging Markets Value ETF
+1.51%
+$283,292.52 
VGT Vanguard Information Technology ETF
+1.46%
+$7,737.39 
IMTM iShares MSCI International Momentum Factor ETF
+1.45%
+$66,009.8 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.45%
+$46,717.46 
ETN Eaton Corporation plc
+1.4%
+$3,441.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.3%
+$12,708.48 
AVEM Avantis Emerging Markets Equity ETF
+1.3%
+$5,071.5 
AMZN Amazon.com Inc
+1.3%
+$17,035.02 
IEMG iShares Core MSCI Emerging Markets ETF
+1.29%
+$5,388.6 
DIHP Dimensional International High Profitability Portfolio
+1.28%
+$313,692.74 
VFMO Vanguard U.S. Momentum Factor Fund
+1.25%
+$2,408.25 
AAEQ Alpha Architect US Equity 2 ETF
+1.17%
+$52,181.94 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$812,058.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.11%
+$11,193.52 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$3,733.26 
DFSV Dimensional US Small Cap Value ETF
+1.11%
+$6,300.84 
AVDE Avantis International Equity ETF
+1.04%
+$60,117.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$31,163.58 
AVGE FRCL 3 2022Q3 Hb Float
+0.93%
+$271,986.49 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.93%
+$2,073.37 
IVV iShares Core S&P 500 ETF
+0.91%
+$3,730.58 
META Meta Platforms Inc Class A
+0.89%
+$11,731.02 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$303,572.53 
VOO Vanguard S&P 500 ETF
+0.88%
+$31,268.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.84%
+$9,130.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.82%
+$4,536.7 
DFAT Dimensional US Targeted Value ETF
+0.82%
+$13,847.35 
AVIV Avantis International Large Cap Value ETF
+0.81%
+$15,561.94 
AVUS Avantis U.S. Equity ETF
+0.8%
+$115,220.34 
AAPL Apple Inc.
+0.8%
+$18,957.77 
AVGV Avantis All Equity Markets Value ETF
+0.77%
+$398,486.4 
MLPX Global X MLP & Energy Infrastructure ETF
+0.71%
+$2,992.5 
DFIV Dimensional International Value ETF
+0.71%
+$4,193.28 
MTUM iShares MSCI USA Momentum Factor ETF
+0.66%
+$82,431 
SCHV Schwab U.S. Large-Cap Value ETF
+0.63%
+$2,777.04 
MSFT Microsoft Corp.
+0.59%
+$7,574.63 
DUHP Dimensional US High Profitability ETF
+0.45%
+$225,960.54 
DFNM Dimensional National Municipal Bond ETF
+0.41%
+$10,550.13 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$622.96 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$577.84 
LLY Eli Lilly and Company
+0.21%
+$845.65 
MLPA Global X MLP ETF
+0.2%
+$625.9 
DFGP Dimensional Global Core Fixed Income Fund
+0.11%
+$12,652.97 
DFCF Dimensional Core Fixed Income ETF
+0.1%
+$15,042.68 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$181.86 
DGCB Dimensional Global Credit Fund
+0.05%
+$933.9 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$114.93 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$800.08 
VBCA Vanguard Target Maturity 2027 Corporate Bond ETF
+0.03%
+$66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$158.58 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$902.3 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
AAUA Alpha Architect US Equity 3 ETF
0%
$0 
STX Seagate Technology Holdings plc
-15.11%
-$78,850.44 
MU Micron Technology, Inc.
-1.42%
-$19,459.1 
GLDM SPDR Gold MiniShares Trust
-0.44%
-$1,510.92 
PHYS Sprott Physical Gold Trust
-0.33%
-$723.45 
WMT Walmart Inc.
-0.19%
-$781.2 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.05%
-$689.26 
MCD McDonald's Corporation
-0.01%
-$17.4 Events
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Dividends
Dividend Analysis
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| Trades 738 | Longs Won 559/738 75% | Profit Factor 42.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $867,823.76 |
| Average Win $229,197.94 | Best Trade (Aug 05) $20.17M | Sharpe Ratio -9.72 |
| Average Loss -$16,939.69 | Worst Trade (Aug 02) -$417,619.43 | Z-Score 16.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w | Expectancy $169,497.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 80,965 | $3.99M | $4.5M | - | $504,947.4 | 12.64% | +1.174% |
| AAPL Apple Inc. | 7,181 | $1.26M | $2.39M | - | $1.13M | 90.36% | +0.799% |
| AAUA Alpha Architect US Equity 3 ETF | 19,556 | $957,103 | $1.15M | - | $192,255.92 | 20.09% | 0.0 |
| AMZN Amazon.com Inc | 5,274 | $848,369.69 | $1.33M | - | $477,830.35 | 56.32% | +1.301% |
| AVDE Avantis International Equity ETF | 64,643 | $4.6M | $5.84M | - | $1.24M | 26.92% | +1.041% |
| AVDV Avantis International Small Cap Value ETF | 317,877 | $18.96M | $34.65M | - | $15.69M | 82.77% | +0.884% |
| AVEM Avantis Emerging Markets Equity ETF | 4,140 | $333,588.57 | $394,479.9 | - | $60,891.33 | 18.25% | +1.302% |
| AVES Avantis Emerging Markets Value ETF | 289,074 | $12.95M | $19.02M | - | $6.07M | 46.88% | +1.512% |
| AVGE FRCL 3 2022Q3 Hb Float | 297,253 | $23.82M | $29.56M | - | $5.74M | 24.1% | +0.929% |
| AVGO Broadcom Inc. | 700 | $200,916.28 | $248,339 | - | $47,422.72 | 23.6% | +3.239% |
| AVGV Avantis All Equity Markets Value ETF | 613,056 | $39.45M | $52.21M | - | $12.76M | 32.35% | +0.769% |
| AVIV Avantis International Large Cap Value ETF | 24,507 | $1.44M | $1.95M | - | $501,977.75 | 34.78% | +0.806% |
| AVUS Avantis U.S. Equity ETF | 111,324 | $9.8M | $14.44M | - | $4.64M | 47.38% | +0.804% |
| AVUV Avantis U.S. Small Cap Value ETF | 588,447 | $46.81M | $70.9M | - | $24.09M | 51.45% | +1.159% |
| BRK-B Berkshire Hathaway Inc. | 466 | $233,182 | $233,810.84 | - | $628.84 | 0.27% | +0.248% |
| CAT Caterpillar Inc. | 958 | $228,163.14 | $813,428.22 | - | $585,265.08 | 256.51% | +2.752% |
| DE Deere & Company | 401 | $226,164.74 | $271,685.52 | - | $45,520.78 | 20.13% | +1.538% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 104,333 | $2.67M | $4.37M | - | $1.7M | 63.71% | +1.593% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 24,348 | $875,348.56 | $1.1M | - | $221,163.62 | 25.27% | +0.84% |
| DFAT Dimensional US Targeted Value ETF | 25,177 | $1.17M | $1.7M | - | $529,616.17 | 45.1% | +0.819% |
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FAQ
Which stocks have generated the highest profits for Mark Meredith?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Momentum Factor ETF - $5.9M, Avantis U.S. Small Cap Value ETF - $4.13M, iShares MSCI International Momentum Factor ETF - $4.01M, Avantis International Small Cap Value ETF - $3.83M, and Avantis Emerging Markets Value ETF - $1.8M. 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: UnitedHealth Group Incorporated - $129,107.42, iMGP DBi Managed Futures Strategy ETF - $104,837.6, Johnson & Johnson - $59,518.2, Eos Energy Enterprises Inc - $59,065, and Plug Power Inc - $50,820.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Meredith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.23M earned over time. The largest contributors to dividend income include Avantis U.S. Small Cap Value ETF - $2.93M, Avantis International Small Cap Value ETF - $2.91M, Avantis Emerging Markets Value ETF - $1.63M, Avantis All Equity Markets Value ETF - $1.63M, and Dimensional Core Fixed Income ETF - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Meredith's monthly returns?
Mark Meredith'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 Meredith's strategy be considered aggressive or moderate?
Mark Meredith'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 Meredith's strategy?
Mark Meredith'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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