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:
17.85%
Gain -0.64%
Monthly
0.77%
Yearly
9.6%
Drawdown
11.63%
$157.69M
Equity
Holdings
$157.69M
Investment
$145.57M
$15.29M
Profit -$876,658.96
Realized
$3.17M
Unrealized
$12.12M
Dividends
$5.04M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$876,658.96
Win %
54%
This Week
Compared To Last Week
Gain
-1.78%
Profit
-$2.85M
Win %
54%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.12M
Win %
54%
This Year
Compared to last year
Gain
-0.71%
Profit
-$1.12M
Win %
61%
JPM JPMorgan Chase & Co.
+1.6%
+$3,746.64 
WFC Wells Fargo & Company
+1.4%
+$10,173.2 
MNST Monster Beverage Corporation
+1.14%
+$2,981.34 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.87%
+$2,357.05 
AAPL Apple Inc.
+0.81%
+$49,926.48 
DFIV Dimensional International Value ETF
+0.65%
+$11,210.61 
FITB Fifth Third Bancorp
+0.59%
+$2,751.76 
AVDV Avantis International Small Cap Value ETF
+0.57%
+$11,985.89 
TSCO Tractor Supply Company
+0.55%
+$1,947.12 
SYK Stryker Corporation
+0.48%
+$1,062.17 
AVDE Avantis International Equity ETF
+0.43%
+$26,300.51 
FAST Fastenal Co.
+0.43%
+$11,287.72 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$991.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.32%
+$2,308.4 
SCHF Schwab International Equity ETF
+0.22%
+$3,205.08 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$3,325.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$9,429.28 
AMGN Amgen Inc.
+0.17%
+$575.24 
AVSD Avantis Responsible International Equity ETF
+0.16%
+$623.35 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$2,378.16 
NVDA NVIDIA Corporation
+0.12%
+$7,191.72 
VOOV Vanguard S&P 500 Value ETF
+0.11%
+$833.82 
AVUV Avantis U.S. Small Cap Value ETF
+0.09%
+$846.62 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$553.24 
MA Mastercard Incorporated
+0.06%
+$531.28 
GS The Goldman Sachs Group, Inc.
+0.04%
+$348.47 
VONV Vanguard Russell 1000 Value Index Fund
+0.04%
+$2,101.72 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$522.3 
IWD iShares Russell 1000 Value ETF
+0.02%
+$56.96 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$67.95 HIMU
HIMU
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.13%
-$514,497.74 
ORCL Oracle Corporation
-3.29%
-$44,029.77 
AMAT Applied Materials, Inc.
-3.01%
-$92,870.45 
META Meta Platforms Inc Class A
-2.21%
-$15,095.97 
XLK State Street Technology Select Sector SPDR ETF
-1.94%
-$4,787.28 
KEYS Keysight Technologies, Inc.
-1.9%
-$9,391.01 
IWF iShares Russell 1000 Growth ETF
-1.3%
-$20,105.68 
AVEM Avantis Emerging Markets Equity ETF
-1.2%
-$57,691.44 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$31,270.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$11,715.12 
ZBRA Zebra Technologies Corporation
-1.02%
-$5,201.29 
MELI MercadoLibre, Inc.
-0.71%
-$14,125.48 
AMZN Amazon.com Inc
-0.62%
-$21,938.16 
DFAS Dimensional U.S. Small Cap ETF
-0.55%
-$11,794.04 
VONE Vanguard Russell 1000 ETF
-0.52%
-$10,051.2 
VOO Vanguard S&P 500 ETF
-0.51%
-$91,966.36 
EFIV SPDR S&P 500 ESG ETF
-0.48%
-$2,754 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$25,015.98 
DFSU Dimensional US Sustainability Core 1 ETF
-0.37%
-$1,188 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.25%
-$4,410.56 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.24%
-$7,862.18 
SPHY SPDR Portfolio High Yield Bond ETF
-0.22%
-$9,276.8 
MUB iShares National Muni Bond ETF
-0.18%
-$24,567.95 
FLMI Franklin Dynamic Municipal Bond ETF
-0.13%
-$624.9 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.11%
-$412.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,801.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$5,319.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$1,056.76 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$2,286.25 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,198.59 
BKNG Booking Holdings Inc.
-0.01%
-$44.7 Events
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Dividends
Dividend Analysis
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| Trades 352 | Longs Won 229/352 65% | Profit Factor 4.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,888.11 |
| Average Win $85,186.92 | Best Trade (Oct 14) $3.02M | Sharpe Ratio -10.71 |
| Average Loss -$34,263.85 | Worst Trade (Oct 16) -$1.11M | Z-Score 0.17 (13.62%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $43,447.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,608 | 4,147 | 3,687 | 3,226 | 2,765 | 2,304 | 1,843 | 1,382 | 922 | 461 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,024 | $5.61M | $6.21M | - | $599,345 | 10.67% | +0.81% |
| AGG iShares Core U.S. Aggregate Bond ETF | 26,419 | $2.53M | $2.52M | - | -$10,546.55 | -0.42% | -0.042% |
| AMAT Applied Materials, Inc. | 7,177 | $3.73M | $2.99M | - | -$736,796.55 | -19.75% | -3.009% |
| AMGN Amgen Inc. | 788 | $332,323 | $342,590.88 | - | $10,267.88 | 3.09% | +0.168% |
| AMZN Amazon.com Inc | 13,885 | $3.37M | $3.52M | - | $148,312.21 | 4.4% | -0.62% |
| AVDE Avantis International Equity ETF | 68,313 | $5.78M | $6.17M | - | $385,609.45 | 6.67% | +0.428% |
| AVDV Avantis International Small Cap Value ETF | 19,649 | $1.46M | $2.12M | - | $656,321.86 | 44.82% | +0.568% |
| AVEM Avantis Emerging Markets Equity ETF | 53,418 | $3.44M | $4.77M | - | $1.33M | 38.62% | -1.195% |
| AVSD Avantis Responsible International Equity ETF | 4,795 | $343,082.25 | $380,627.1 | - | $37,544.85 | 10.94% | +0.164% |
| AVUV Avantis U.S. Small Cap Value ETF | 8,063 | $906,989.72 | $971,954.33 | - | $64,964.61 | 7.16% | +0.087% |
| BKNG Booking Holdings Inc. | 2,235 | $364,105 | $370,518.3 | - | $6,413.3 | 1.76% | -0.012% |
| BND Vanguard Total Bond Market Index Fund | 91,450 | $6.63M | $6.47M | - | -$158,942.82 | -2.4% | -0.035% |
| CRWD CrowdStrike Holdings, Inc. | 29,501 | $7.81M | $6.7M | - | -$1.11M | -14.21% | -7.131% |
| DFAS Dimensional U.S. Small Cap ETF | 27,428 | $1.88M | $2.14M | - | $255,149.79 | 13.56% | -0.549% |
| DFAT Dimensional US Targeted Value ETF | 23,755 | $1.37M | $1.62M | - | $251,637.1 | 18.38% | +0.206% |
| DFIV Dimensional International Value ETF | 30,714 | $1.09M | $1.74M | - | $646,069.2 | 59.29% | +0.65% |
| DFSU Dimensional US Sustainability Core 1 ETF | 6,600 | $250,140 | $315,810 | - | $65,670 | 26.25% | -0.375% |
| DFUV Dimensional US Marketwide Value ETF | 29,727 | $1.22M | $1.67M | - | $454,228.91 | 37.34% | +0.143% |
| EFIV SPDR S&P 500 ESG ETF | 7,650 | $429,092 | $569,542.5 | - | $140,450.5 | 32.73% | -0.481% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 34,943 | $3.15M | $3.2M | - | $51,264.51 | 1.63% | -0.245% |
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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 - $1.18M, iShares National Muni Bond ETF - $699,927.93, Vanguard Intermediate-Term Corporate Bond Fund - $647,207.03, SPDR Portfolio High Yield Bond ETF - $460,947.91, and Vanguard Total Bond Market Index Fund - $408,686.32. 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: Microsoft Corp - $72,629.45, Lam Research Corporation - $58,514.59, Invesco California AMT-Free Municipal Bond ETF - $31,014.65, Micron Technology, Inc - $30,180.86, and State Street Technology Select Sector SPDR ETF - $23,297.18. 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 $5.04M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $697,722.33, Vanguard Intermediate-Term Corporate Bond Fund - $651,000.09, SPDR Portfolio High Yield Bond ETF - $462,125.09, Vanguard Total Bond Market Index Fund - $426,682.82, and VANGUARD FTSE DEVELOPED MARKETS ETF - $268,245.14. 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.
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