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:
108.97%
Gain +4.31%
Monthly
1.9%
Yearly
25.37%
Drawdown
23.57%
$431.01M
Equity
Holdings
$431.01M
Investment
$310.9M
$133.81M
Profit +$8.66M
Realized
$13.7M
Unrealized
$120.11M
Dividends
$16.82M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.31%
Profit
$8.66M
Win %
85%
This Week
Compared To Last Week
Gain
2.64%
Profit
$11.09M
Win %
85%
This Month
Compared to last month
Gain
2.64%
Profit
$11.09M
Win %
85%
This Year
Compared to last year
Gain
1.72%
Profit
$7.3M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$190,285.87 
ETN Eaton Corporation plc
+7.32%
+$15,881.91 
GOOGL Alphabet Inc
+6.73%
+$169,603.56 
META Meta Platforms Inc Class A
+3.28%
+$32,230.62 
MSFT Microsoft Corp.
+3.02%
+$34,104.45 
NVDA NVIDIA Corporation
+2.93%
+$107,764.96 
FIX Comfort Systems USA, Inc.
+1.88%
+$6,656.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,238.24 
MLPA Global X MLP ETF
+0.87%
+$2,920.89 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$9,582.44 
MCD McDonald's Corporation
+0.82%
+$2,552.01 
AAEQ Alpha Architect US Equity 2 ETF
+0.81%
+$34,491.09 
TSLA Tesla, Inc.
+0.76%
+$7,488.22 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,873.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$24,669.56 
CAT Caterpillar Inc.
+0.7%
+$5,431.85 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,744.32 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,481.89 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$25,039.92 
AVUS Avantis U.S. Equity ETF
+0.57%
+$80,153.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$16,495.82 
STX Seagate Technology Holdings plc
+0.52%
+$2,456.41 
AVGO Broadcom Inc.
+0.37%
+$1,008 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$866.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$3,895.68 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$1,376.56 
SMH VanEck Semiconductor ETF
+0.3%
+$2,438.49 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$31,734.39 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$4,703.1 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$372.6 
WMT Walmart Inc.
+0.09%
+$390.61 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$662.58 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$20,807.71 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$121.24 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$960.09 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$23,537.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$158.58 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$60.81 
VBCA Vanguard Target Maturity 2027 Corporate Bond ETF
+0.01%
+$33 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
RIOT Riot Platforms, Inc.
-8.82%
-$39,189.15 
AAPL Apple Inc.
-7.35%
-$176,078.12 
MU Micron Technology, Inc.
-5.9%
-$64,692.32 
PHYS Sprott Physical Gold Trust
-1.61%
-$3,445 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,994.43 
DE Deere & Company
-1.13%
-$2,726.8 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$135,864.78 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$160,493.96 
HUT Hut 8 Corp.
-0.59%
-$2,357.12 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$11,273.22 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$7,937.68 
LLY Eli Lilly and Company
-0.53%
-$2,133.24 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$158,938.5 
DFIV Dimensional International Value ETF
-0.47%
-$2,903.04 
AVDE Avantis International Equity ETF
-0.46%
-$27,150.06 
VGT Vanguard Information Technology ETF
-0.38%
-$1,793.1 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$43,851.46 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$45,128.04 
DUHP Dimensional US High Profitability ETF
-0.27%
-$130,819.26 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,190.16 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$575.03 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$2,118.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,143.44 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$9,554.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$694.56 
DGCB Dimensional Global Credit Fund
-0.18%
-$3,782.88 
AVGV Avantis All Equity Markets Value ETF
-0.16%
-$85,827.84 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$2,769.47 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$135.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$519.65 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$5,413.83 
HBT HBT Financial Inc.
-0.06%
-$191.88 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,110.54 Events
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Dividends
Dividend Analysis
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| Trades 738 | Longs Won 588/738 79% | Profit Factor 70.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $946,723.13 |
| Average Win $230,862.19 | Best Trade (Aug 05) $20.17M | Sharpe Ratio -9.72 |
| Average Loss -$12,912.28 | Worst Trade (Aug 02) -$417,619.43 | Z-Score 25.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 5d | Expectancy $181,314.54 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
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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, iShares MSCI International Momentum Factor ETF - $4.01M, Avantis U.S. Small Cap Value ETF - $3.88M, Avantis International Small Cap Value ETF - $3.66M, and Avantis Emerging Markets Value ETF - $1.62M. 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 $16.82M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $2.74M, Avantis U.S. Small Cap Value ETF - $2.68M, Avantis Emerging Markets Value ETF - $1.46M, Avantis All Equity Markets Value ETF - $1.43M, and Dimensional Core Fixed Income ETF - $1.36M. 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.
