Mark Albers Portfolio
Invests via Verus Wealth Management LLC | Managed by Mark Albers
Invests via Verus Wealth Management LLC
Managed by Mark Albers
Automatically Tracked
Leads concentrated equity strategies that combine bottom-up fundamental research with event-driven trading across technology and healthcare names, serving institutional and high-net-worth clients.
Mark Albers brings experience in portfolio construction, risk management, and public market deal sourcing, with a track record of scaling positions into thematic secular trends and executing liquidity-aware exits.
Investment approach emphasizes high-conviction bets, disciplined position sizing, and active engagement with company management to drive value.
Leads concentrated equity strategies that combine bottom-up fundamental research with event-driven trading across technology and healthcare names, serving institutional and high-net-worth clients.
Mark Albers brings experience in portfolio construction, risk management, and public market deal sourcing, with a track record of scaling positions into thematic secular trends and executing liquidity-aware exits.
Investment approach emphasizes high-conviction bets, disciplined position sizing, and active engagement with company management to drive value.
Investment Philosophy & Strategy
Combines concentrated, bottom-up fundamental research with event-driven trading to capture asymmetric returns in technology and healthcare. Focuses on high-conviction, conviction-weighted positions sized to liquidity and risk budgets, blending thematic secular exposures with tactical, liquidity-aware entry and exit execution. Emphasizes active engagement with management, rigorous downside protection through stop frameworks and scenario analysis, and scalable portfolio construction that balances conviction alpha with institutional risk controls over a multi-quarter to multi-year horizon.
Combines concentrated, bottom-up fundamental research with event-driven trading to capture asymmetric returns in technology and healthcare. Focuses on high-conviction, conviction-weighted positions sized to liquidity and risk budgets, blending thematic secular exposures with tactical, liquidity-aware entry and exit execution. Emphasizes active engagement with management, rigorous downside protection through stop frameworks and scenario analysis, and scalable portfolio construction that balances conviction alpha with institutional risk controls over a multi-quarter to multi-year horizon.
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:
22.04%
Gain -0.13%
Monthly
1%
Yearly
12.7%
Drawdown
11.62%
$122.07M
Equity
Holdings
$122.07M
Investment
$105.03M
$19.45M
Profit -$141,216.93
Realized
$2.41M
Unrealized
$17.04M
Dividends
$4.49M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$141,216.93
Win %
59%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$141,216.93
Win %
59%
This Month
Compared to last month
Gain
1.49%
Profit
$1.79M
Win %
59%
This Year
Compared to last year
Gain
0.61%
Profit
$744,789.69
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$102,395.01 
GOOG Alphabet Inc
+6.88%
+$30,343.37 
GOOGL Alphabet Inc
+6.73%
+$45,996.09 
META Meta Platforms Inc Class A
+3.28%
+$12,252.23 
MSFT Microsoft Corp.
+3.02%
+$33,464.32 
NVDA NVIDIA Corporation
+2.93%
+$39,918.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$14,146.56 
AMAT Applied Materials, Inc.
+1.18%
+$1,675.61 
EFIV SPDR S&P 500 ESG ETF
+1.1%
+$6,043.5 
TSLA Tesla, Inc.
+0.76%
+$2,036.66 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$11,114.32 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$19,625.09 
VOO Vanguard S&P 500 ETF
+0.71%
+$110,254.87 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,072.4 
VONE Vanguard Russell 1000 ETF
+0.64%
+$12,202.77 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,580.64 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$18,873.12 
AVGO Broadcom Inc.
+0.37%
+$1,942.56 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,063.92 
JPM JPMorgan Chase & Co.
+0.27%
+$1,007.68 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$3,571.8 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$4,214.88 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1,817.64 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$266.72 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$114,900.72 
MU Micron Technology, Inc.
-5.9%
-$17,502.55 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,952.65 
LRCX Lam Research Corporation
-1.58%
-$2,632.01 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$3,560.64 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$5,253.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$27,192.56 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,758.96 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$2,411.89 
SCHF Schwab International Equity ETF
-0.58%
-$8,546.88 
LLY Eli Lilly and Company
-0.53%
-$2,108.72 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$8,080 
DFIV Dimensional International Value ETF
-0.47%
-$8,318.43 
AVDE Avantis International Equity ETF
-0.46%
-$22,863.54 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$19,318.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,104.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$497.03 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,557.14 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,618.72 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$2,121.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$12,999.72 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$4,308.59 
MUB iShares National Muni Bond ETF
-0.11%
-$14,825.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,149 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$2,255.46 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,801.35 
CMF iShares California Muni Bond ETF
-0.05%
-$192 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$759.18 
V Visa Inc. Class A
-0.04%
-$82.31 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$92.48 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$180 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,315.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 301 | Longs Won 205/301 68% | Profit Factor 21.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $251,388.94 |
| Average Win $99,539.78 | Best Trade (Aug 13) $3.03M | Sharpe Ratio -10.77 |
| Average Loss -$9,941.55 | Worst Trade (Sep 01) -$148,764.58 | Z-Score 0.5 (38.06%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $64,622.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,686 | $1.17M | $1.45M | - | $274,464.79 | 23.4% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,417 | $828,217.68 | $819,563.29 | - | -$8,654.39 | -1.04% | -0.256% |
| AMAT Applied Materials, Inc. | 284 | $205,332 | $144,178.28 | - | -$61,153.72 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 536 | $311,368 | $255,216.39 | - | -$56,151.61 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 2,838 | $614,779.58 | $770,744.01 | - | $155,964.43 | 25.37% | +15.321% |
| AVDE Avantis International Equity ETF | 54,437 | $4.53M | $4.97M | - | $434,218.42 | 9.58% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 16,160 | $1.08M | $1.69M | - | $608,411.07 | 56.2% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 46,832 | $2.82M | $4.19M | - | $1.37M | 48.5% | +0.101% |
| AVGO Broadcom Inc. | 1,349 | $315,863 | $525,138.72 | - | $209,275.72 | 66.26% | +0.371% |
| AVSD Avantis Responsible International Equity ETF | 4,795 | $343,082.25 | $389,267.69 | - | $46,185.44 | 13.46% | -0.616% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,668 | $742,700.48 | $835,367.04 | - | $92,666.56 | 12.48% | +0.032% |
| BND Vanguard Total Bond Market Index Fund | 101,675 | $7.37M | $7.34M | - | -$23,525.57 | -0.32% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 572 | $259,406.43 | $292,600.88 | - | $33,194.45 | 12.8% | +0.365% |
| CMF iShares California Muni Bond ETF | 6,400 | $356,736 | $361,792 | - | $5,056 | 1.42% | -0.053% |
| DFAS Dimensional U.S. Small Cap ETF | 18,705 | $1.21M | $1.52M | - | $308,686.62 | 25.58% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 19,288 | $1.07M | $1.36M | - | $291,861.7 | 27.22% | -0.155% |
| DFIV Dimensional International Value ETF | 30,809 | $1.09M | $1.76M | - | $671,328.32 | 61.41% | -0.469% |
| DFSU Dimensional US Sustainability Core 1 ETF | 6,600 | $250,140 | $311,150.4 | - | $61,010.4 | 24.39% | +0.671% |
| DFUV Dimensional US Marketwide Value ETF | 29,765 | $1.22M | $1.65M | - | $436,652.9 | 35.85% | +0.216% |
| EFIV SPDR S&P 500 ESG ETF | 7,650 | $429,092 | $556,155 | - | $127,063 | 29.61% | +1.099% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Mark Albers?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.17M, iShares National Muni Bond ETF - $628,003.35, Vanguard Intermediate-Term Corporate Bond Fund - $577,982.08, SPDR Portfolio High Yield Bond ETF - $409,741.16, and Vanguard Total Bond Market Index Fund - $400,969.21. 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: Invesco California AMT-Free Municipal Bond ETF - $31,014.65, State Street Technology Select Sector SPDR ETF - $23,586.25, Exelon Corporation - $10,000.5, and Tesla, Inc - $1,025.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Albers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.49M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $625,797.75, Vanguard Intermediate-Term Corporate Bond Fund - $577,982.08, SPDR Portfolio High Yield Bond ETF - $410,918.34, Vanguard Total Bond Market Index Fund - $400,969.21, and VANGUARD FTSE DEVELOPED MARKETS ETF - $257,975.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Albers's monthly returns?
Mark Albers's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Mark Albers's strategy be considered aggressive or moderate?
Mark Albers's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mark Albers's strategy?
Mark Albers's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
