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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:
31.53%
Gain +0.72%
Monthly
0.8%
Yearly
10%
Drawdown
15.71%
$413.26M
Equity
Holdings
$413.26M
Investment
$296.14M
$130.29M
Profit +$3.51M
Realized
$13.16M
Unrealized
$117.12M
Dividends
$14.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$3.51M
Win %
89%
This Week
Compared To Last Week
Gain
0.86%
Profit
$3.51M
Win %
89%
This Month
Compared to last month
Gain
1.45%
Profit
$5.9M
Win %
89%
This Year
Compared to last year
Gain
11.14%
Profit
$41.68M
Win %
89%
MU Micron Technology, Inc.
+10.83%
+$133,975.81 
STX Seagate Technology Holdings plc
+8.46%
+$43,505.88 
ETN Eaton Corporation plc
+4.67%
+$10,249.46 
FIX Comfort Systems USA, Inc.
+4.59%
+$12,577.17 
SMH VanEck Semiconductor ETF
+4.57%
+$42,374.17 
META Meta Platforms Inc Class A
+4.46%
+$50,529.46 
VGT Vanguard Information Technology ETF
+3.38%
+$16,463.6 
DEHP Dimensional Emerging Markets High Profitability ETF
+3.35%
+$148,640.1 
AVGO Broadcom Inc.
+3.21%
+$10,261.89 
NVDA NVIDIA Corporation
+3.21%
+$123,219.82 
RIOT Riot Platforms, Inc.
+3.19%
+$20,860.7 
AVEM Avantis Emerging Markets Equity ETF
+3.05%
+$13,300.6 
MTUM iShares MSCI USA Momentum Factor ETF
+3.01%
+$377,081.64 
AVES Avantis Emerging Markets Value ETF
+2.96%
+$565,899.84 
AMZN Amazon.com Inc
+2.96%
+$36,321.17 
CAT Caterpillar Inc.
+2.78%
+$24,774.39 
GOOGL Alphabet Inc
+2.76%
+$72,941.83 
GLDM SPDR Gold MiniShares Trust
+2.58%
+$9,023.55 
PHYS Sprott Physical Gold Trust
+2.49%
+$5,442.41 
MSFT Microsoft Corp.
+2.29%
+$22,797.03 
IEMG iShares Core MSCI Emerging Markets ETF
+2.23%
+$10,291.12 
VWO Vanguard FTSE Emerging Markets ETF
+2.21%
+$12,318.92 
AAEQ Alpha Architect US Equity 2 ETF
+1.92%
+$82,076.59 
AAPL Apple Inc.
+1.73%
+$34,696.94 
VOO Vanguard S&P 500 ETF
+1.72%
+$61,195.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$59,442.51 
DUHP Dimensional US High Profitability ETF
+1.58%
+$779,754.3 
IVV iShares Core S&P 500 ETF
+1.47%
+$5,134.75 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.46%
+$14,276.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.45%
+$14,805.54 
AVUS Avantis U.S. Equity ETF
+1.39%
+$194,148.23 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$13,368.3 
AVDV Avantis International Small Cap Value ETF
+1.22%
+$406,053.72 
AVGE FRCL 3 2022Q3 Hb Float
+1.06%
+$292,531.05 
SCHV Schwab U.S. Large-Cap Value ETF
+0.96%
+$4,363.92 
IMTM iShares MSCI International Momentum Factor ETF
+0.95%
+$43,438.4 
AVDE Avantis International Equity ETF
+0.67%
+$39,262.68 
TSLA Tesla, Inc.
+0.67%
+$8,752.99 
DE Deere & Company
+0.64%
+$1,480 
AVGV Avantis All Equity Markets Value ETF
+0.63%
+$288,671.58 
AVIV Avantis International Large Cap Value ETF
+0.51%
+$7,440.66 
DIHP Dimensional International High Profitability Portfolio
+0.45%
+$112,142.35 
MCD McDonald's Corporation
+0.41%
+$1,361.83 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$527.13 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$2,271.62 
DFGP Dimensional Global Core Fixed Income Fund
+0.11%
+$11,554.97 
DFNM Dimensional National Municipal Bond ETF
+0.1%
+$2,460.8 
DGCB Dimensional Global Credit Fund
+0.1%
+$2,356.8 
DFCF Dimensional Core Fixed Income ETF
+0.08%
+$12,277.23 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$633.78 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$5,610.22 
DFIV Dimensional International Value ETF
+0.04%
+$268.8 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$119.96 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$544.53 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$168.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.02%
+$79.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$157.2 
VDE Vanguard Energy ETF
-2.97%
-$5,893.56 
HBT HBT Financial Inc.
-1.84%
-$5,390.87 
MLPA Global X MLP ETF
-1.48%
-$4,709.19 
MLPX Global X MLP & Energy Infrastructure ETF
-1.47%
-$6,523.65 
IJS iShares S&P Small-Cap 600 Value ETF
-0.85%
-$6,429.65 
AVUV Avantis U.S. Small Cap Value ETF
-0.78%
-$571,247.19 
DFSV Dimensional US Small Cap Value ETF
-0.7%
-$4,111.25 
LLY Eli Lilly and Company
-0.7%
-$2,804.5 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$8,937.12 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.49%
-$6,955.2 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.48%
-$16,320.15 
WMT Walmart Inc.
-0.25%
-$1,247.4 
AAUA Alpha Architect US Equity 3 ETF
0%
-$19.56 Events
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Dividends
Dividend Analysis
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| Trades 677 | Longs Won 550/677 81% | Profit Factor 190.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $947,663.85 |
| Average Win $238,135.66 | Best Trade (Jun 12) $18.97M | Sharpe Ratio -5.43 |
| Average Loss -$5,427.5 | Worst Trade (Jun 11) -$200,311.61 | Z-Score 25.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $192,445.08 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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Returns
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