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:
2.5%
Gain
Monthly
0.13%
Yearly
1.62%
Drawdown
16.04%
$115.57M
Equity
Holdings
$115.57M
Investment
$99.35M
$18.45M
Profit -$437,886.59
Realized
$2.23M
Unrealized
$16.21M
Dividends
$4.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$437,886.59
Win %
74%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$522,966.95
Win %
74%
This Month
Compared to last month
Gain
-0.29%
Profit
-$334,336.14
Win %
74%
This Year
Compared to last year
Gain
7.29%
Profit
$7.85M
Win %
75%
AAPL Apple Inc.
+1.76%
+$27,077.76 
DFAT Dimensional US Targeted Value ETF
+1.49%
+$27,157.55 
MSFT Microsoft Corp.
+1.38%
+$13,439.81 
LLY Eli Lilly and Company
+1.18%
+$4,678.4 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$3,829.25 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$2,714.3 
IWD iShares Russell 1000 Value ETF
+0.88%
+$3,104.32 
VONV Vanguard Russell 1000 Value Index Fund
+0.79%
+$38,364.6 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$30,574.17 
VOOV Vanguard S&P 500 Value ETF
+0.67%
+$5,265.84 
DFAS Dimensional U.S. Small Cap ETF
+0.53%
+$9,092.35 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$2,381.2 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
AVGO Broadcom Inc.
-5.03%
-$26,790.33 
GOOGL Alphabet Inc
-4.44%
-$33,693.62 
GOOG Alphabet Inc
-4.43%
-$21,287.2 
META Meta Platforms Inc Class A
-2.46%
-$11,621.61 
NVDA NVIDIA Corporation
-2.4%
-$35,638.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$56,739.79 
IWF iShares Russell 1000 Growth ETF
-2%
-$30,845.36 
AMZN Amazon.com Inc
-1.99%
-$14,388.66 
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$75,665.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.69%
-$17,241.12 
SCHF Schwab International Equity ETF
-1.18%
-$17,360.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.12%
-$45,857.92 
JPM JPMorgan Chase & Co.
-1.1%
-$4,095.03 
AVDV Avantis International Small Cap Value ETF
-0.97%
-$15,710.04 
AVDE Avantis International Equity ETF
-0.97%
-$41,454 
TSLA Tesla, Inc.
-0.83%
-$2,839.27 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.74%
-$1,895.17 
AVSD Avantis Responsible International Equity ETF
-0.69%
-$2,937.26 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$4,855.6 
DFIV Dimensional International Value ETF
-0.63%
-$11,079.19 
EFIV SPDR S&P 500 ESG ETF
-0.56%
-$3,624.75 
VOO Vanguard S&P 500 ETF
-0.53%
-$77,928.55 
VONE Vanguard Russell 1000 ETF
-0.47%
-$9,346.82 
DFSU Dimensional US Sustainability Core 1 ETF
-0.29%
-$924 
FLMI Franklin Dynamic Municipal Bond ETF
-0.26%
-$1,423.69 
CMF iShares California Muni Bond ETF
-0.24%
-$917 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.15%
-$4,328.24 
MUB iShares National Muni Bond ETF
-0.14%
-$18,866.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$5,145.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$6,334.98 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.07%
-$1,104.39 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.06%
-$333.61 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.04%
-$981.99 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$736.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$120.86 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$970.55 Events
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Dividends
Dividend Analysis
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| Trades 259 | Longs Won 193/259 74% | Profit Factor 58.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,088.22 |
| Average Win $97,224.88 | Best Trade (Jul 14) $2.68M | Sharpe Ratio -10.68 |
| Average Loss -$4,829.95 | Worst Trade (Jul 10) -$89,842.48 | Z-Score 7.57 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $71,218.63 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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