David Maxey Portfolio
Invests via Heritage Family Offices, LLP | Managed by Michael Brent Frost, Brent James Emch
Invests via Heritage Family Offices, LLP
Managed by Michael Brent Frost, Brent James Emch
Automatically Tracked
David Maxey Profile
Veteran growth-stage investor and former technology operator focused on SaaS, payments and enterprise software. David Maxey leads deal sourcing, portfolio construction and board-level transformation initiatives, bringing hands-on scaling experience, commercialization expertise and capital markets engagement. Active mentor to founders, he emphasizes unit economics, ARR growth and disciplined go-to-market investments. Regular contributor to sector research and strategic advisory mandates.
Veteran growth-stage investor and former technology operator focused on SaaS, payments and enterprise software. David Maxey leads deal sourcing, portfolio construction and board-level transformation initiatives, bringing hands-on scaling experience, commercialization expertise and capital markets engagement. Active mentor to founders, he emphasizes unit economics, ARR growth and disciplined go-to-market investments. Regular contributor to sector research and strategic advisory mandates.
Investment Philosophy & Strategy
Career focus on growth-stage SaaS, payments and enterprise software, preferring companies with clear unit economics and predictable ARR expansion. Investment style mixes operational active ownership and board-level transformation with pragmatic capital allocation toward go-to-market and retention. Time horizon is multi-year, prioritizing scalability, margin improvement and capital-efficient growth. Risk discipline emphasizes milestone-driven financing, measurable KPIs and pathway to liquidity. Competitive edge is founder collaboration, commercialization playbooks and capital markets fluency.
Career focus on growth-stage SaaS, payments and enterprise software, preferring companies with clear unit economics and predictable ARR expansion. Investment style mixes operational active ownership and board-level transformation with pragmatic capital allocation toward go-to-market and retention. Time horizon is multi-year, prioritizing scalability, margin improvement and capital-efficient growth. Risk discipline emphasizes milestone-driven financing, measurable KPIs and pathway to liquidity. Competitive edge is founder collaboration, commercialization playbooks and capital markets fluency.
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:
27.48%
Gain -0.22%
Monthly
0.89%
Yearly
11.15%
Drawdown
15.29%
$259.1M
Equity
Holdings
$259.1M
Investment
$226.24M
$48.53M
Profit -$496,726.72
Realized
$15.67M
Unrealized
$32.86M
Dividends
$9.84M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$496,726.72
Win %
68%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$2.65M
Win %
68%
This Month
Compared to last month
Gain
0.22%
Profit
$572,878.37
Win %
68%
This Year
Compared to last year
Gain
-0.34%
Profit
-$753,021.54
Win %
63%
TKOMY Tokio Marine Holdings Inc. ADR
+3.55%
+$13,597.2 
RTX RTX Corporation
+2.31%
+$34,598.88 
PM Philip Morris International Inc.
+2.19%
+$25,666.86 
C Citigroup Inc.
+2.1%
+$8,324.26 
PNC The PNC Financial Services Group, Inc.
+2.1%
+$4,284.5 
PEP PepsiCo, Inc.
+2.02%
+$11,012.68 
JPM JPMorgan Chase & Co.
+1.9%
+$21,885.75 
ALL Allstate Corporation
+1.75%
+$5,913.6 
MAR Marriott International Inc. - Class A
+1.75%
+$13,291.3 
COP ConocoPhillips
+1.75%
+$5,041.57 
VMC Vulcan Materials Company
+1.72%
+$4,615.79 
GLDG Goldmining Inc.
+1.69%
+$402 
KO The Coca-Cola Company
+1.68%
+$4,431.06 
TJX The TJX Companies, Inc.
+1.64%
+$5,673.78 
GE General Electric Company
+1.62%
+$7,746.86 
ED Consolidated Edison, Inc.
+1.62%
+$3,730.88 
WFC Wells Fargo & Company
+1.61%
+$30,702.33 
KALU Kaiser Aluminum Corporation
+1.6%
+$2,510.11 
WEC WEC Energy Group Inc.
+1.56%
+$11,305.8 
GD General Dynamics Corporation
+1.44%
+$3,015.32 
MSI Motorola Solutions, Inc.
+1.42%
+$7,971.03 
HD The Home Depot, Inc.
+1.41%
+$16,427.1 
JNJ Johnson & Johnson
+1.39%
+$10,391.04 
MO Altria Group, Inc.
+1.37%
+$9,965.67 
LOW Lowe's Companies Inc.
+1.3%
+$9,723.15 
SU Suncor Energy Inc.
+1.3%
+$5,654.89 
PG Procter & Gamble Co
+1.29%
+$6,724.57 
NXPI NXP Semiconductors N.V.
+1.28%
+$3,056.13 
CVX Chevron Corporation
+1.25%
+$5,492.72 
VPU Vanguard Utilities ETF
+1.25%
+$3,825 
HLN Haleon Plc - ADR
+1.21%
+$2,681.76 
COST Costco Wholesale Corporation
+1.16%
+$9,010.71 
VZ Verizon Communications Inc.
+1.11%
+$2,531.43 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.11%
+$3,729.82 
VDC VANGUARD CONSUMER STAPLES ETF
+1.07%
+$3,465 
MRK Merck & Co., Inc.
+1.06%
+$3,337.18 
AXP American Express Company
+1.04%
+$2,132.04 
ROST Ross Stores, Inc.
+1.01%
+$2,787.12 
HWM Howmet Aerospace Inc.
+1.01%
+$1,905.02 
TXN Texas Instruments Inc
+0.99%
+$12,329.27 
ADI Analog Devices, Inc.
+0.99%
+$13,857.24 
AAPL Apple Inc.
+0.93%
+$76,539.65 
SPLV Invesco S&P 500 Low Volatility ETF
+0.91%
+$2,176.83 
AON Aon plc
+0.91%
+$1,660.81 
LLY Eli Lilly and Company
+0.88%
+$21,078.35 
TRV The Travelers Companies, Inc.
+0.87%
+$3,134.87 
EFV iShares MSCI EAFE Value ETF
+0.86%
+$8,646.07 
BAC Bank of America Corporation
+0.85%
+$3,686.32 
VNQ Vanguard Real Estate ETF
+0.83%
+$3,538.56 
V Visa Inc. Class A
+0.83%
+$11,800.15 
SPGI S&P Global Inc.
+0.82%
+$1,891.58 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$13,542.8 
WMT Walmart Inc.
+0.77%
+$10,689.77 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
+0.74%
+$2,002.32 
XOM Exxon Mobil Corporation
+0.72%
+$8,416.32 
AVDE Avantis International Equity ETF
+0.71%
+$84,744.32 
WMB The Williams Companies, Inc.
+0.69%
+$6,250.05 
NVS Novartis AG Sponsored ADR
+0.68%
+$3,057.18 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$17,742.54 
MCK McKesson Corporation
+0.59%
+$10,428.24 
MS Morgan Stanley
+0.57%
+$2,235.58 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.55%
+$2,583.84 
EFA iShares MSCI EAFE ETF
+0.54%
+$32,953.76 
SYK Stryker Corporation
+0.54%
+$2,811.37 
WELL Welltower Inc.
+0.54%
+$1,197 
AMGN Amgen Inc.
+0.51%
+$1,396.38 
CAH Cardinal Health Inc.
+0.5%
+$1,791.96 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.5%
+$1,362.5 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$2,929.32 
GS The Goldman Sachs Group, Inc.
+0.49%
+$4,237.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$55,669.68 
WRB W.R. Berkley Corporation
+0.47%
+$1,362.55 
ISRG Intuitive Surgical, Inc.
+0.47%
+$1,763.15 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.46%
+$974.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.45%
+$1,685.04 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$2,792.78 
MA Mastercard Incorporated
+0.39%
+$3,248 
BA Boeing Company
+0.37%
+$3,399.2 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$2,052.59 
MCD McDonald's Corporation
+0.34%
+$618.74 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$1,067.9 
ABBV AbbVie Inc.
+0.34%
+$5,412.21 
EFG iShares MSCI EAFE Growth ETF
+0.3%
+$653.35 
CAT Caterpillar Inc.
+0.3%
+$1,607.27 
IBMV iShares iBonds Dec 2033 Term Muni Bond ETF
+0.29%
+$790.92 
IUSV iShares Core S&P U.S. Value ETF
+0.29%
+$934.56 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.28%
+$903.37 
ALLE Allegion plc
+0.26%
+$920.04 
XAR SPDR S&P Aerospace & Defense ETF
+0.25%
+$632.13 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$1,804.79 
NVDA NVIDIA Corporation
+0.23%
+$17,438.43 
IWD iShares Russell 1000 Value ETF
+0.21%
+$543.25 
DIOD Diodes Inc.
+0.2%
+$359.21 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$12,569.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.18%
+$561.01 
IBMX iShares iBonds Dec 2035 Term Muni Bond ETF
+0.17%
+$451.48 
NDAQ Nasdaq, Inc.
+0.16%
+$903.75 
TEL TE Connectivity plc
+0.15%
+$617.41 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.15%
+$521.3 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.12%
+$234.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$769.69 
BINC iShares Flexible Income Active ETF
+0.11%
+$547.69 
IBMW iShares iBonds Dec 2034 Term Muni Bond ETF
+0.1%
+$279.56 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$960.48 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.1%
+$359.01 
LII Lennox International Inc.
+0.1%
+$341.6 
BYLD iShares Yield Optimized Bond ETF
+0.09%
+$186.28 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$405.64 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$1,966.23 
MBB iShares MBS ETF
+0.06%
+$412.17 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.06%
+$166.09 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$608.54 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.04%
+$111.17 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$111.36 
CLOA iShares AAA CLO ETF
+0.04%
+$91.24 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$108.8 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$59.77 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 8891
889184AH0
0%
$0 8891
889184AD9
0%
$0 8960
89602HJA6
0%
$0 8955
89555EAP6
0%
$0 
PANW Palo Alto Networks, Inc.
-7.34%
-$22,260.42 
SNOW Snowflake Inc.
-7.13%
-$23,541.51 
FTNT Fortinet Inc.
-6.53%
-$19,190 
COHU Cohu Inc.
-6.3%
-$11,116.98 
PLTR Palantir Technologies Inc.
-5.91%
-$32,933.19 
VIAV Viavi Solutions Inc.
-5.72%
-$9,080.97 
HPE Hewlett Packard Enterprise Company
-4.76%
-$14,558.22 
WDC Western Digital Corporation
-4.16%
-$10,144.86 
AEIS Advanced Energy Industries Inc.
-4.14%
-$10,112.25 
ARKG ARK Genomic Revolution ETF
-4.06%
-$18,742 
INTC Intel Corporation
-3.98%
-$19,729.6 
AMD Advanced Micro Devices, Inc.
-3.47%
-$38,687.96 
MSOX AdvisorShares MSOS Daily Leveraged ETF
-3.35%
-$2,151.5 
MU Micron Technology, Inc.
-3.34%
-$47,597.77 
ORCL Oracle Corporation
-3.17%
-$10,055.85 
LRCX Lam Research Corporation
-3.16%
-$14,557.71 
ANET Arista Networks, Inc.
-2.95%
-$7,491.16 
AMAT Applied Materials, Inc.
-2.91%
-$18,729.93 
KLAC KLA Corporation
-2.86%
-$43,597.72 
XBI SPDR S&P Biotech ETF
-2.83%
-$5,512 
GLW Corning Incorporated
-2.75%
-$3,950.96 
MRVL Marvell Technology, Inc.
-2.64%
-$6,707.62 
BHE Benchmark Electronics Inc.
-2.62%
-$4,460.16 
AVGO Broadcom Inc.
-2.55%
-$78,942.9 
NFLX Netflix, Inc.
-2.34%
-$10,103.1 
META Meta Platforms Inc Class A
-2.17%
-$44,787.91 
VRT Vertiv Holdings Co
-1.93%
-$2,753.1 
XLK State Street Technology Select Sector SPDR ETF
-1.8%
-$14,456.8 
CSCO Cisco Systems, Inc.
-1.72%
-$6,151.95 
VGT Vanguard Information Technology ETF
-1.7%
-$3,976.96 
CDNS Cadence Design Systems, Inc.
-1.69%
-$3,303.88 
ARKF Ark Fintech Innovation ETF
-1.62%
-$4,230.45 
MSFT Microsoft Corp.
-1.53%
-$97,814.92 
UEC Uranium Energy Corp.
-1.53%
-$1,973.12 
ETN Eaton Corporation plc
-1.52%
-$19,208.93 
NPO EnPro Industries Inc.
-1.43%
-$3,057.17 
GOOGL Alphabet Inc
-1.38%
-$42,446.04 
QQQ Invesco QQQ Trust, Series 1
-1.32%
-$6,969.72 
APH Amphenol Corporation
-1.31%
-$46,771.84 
FIX Comfort Systems USA, Inc.
-1.25%
-$2,395.53 
IBKR Interactive Brokers Group Inc.
-1.24%
-$6,945.36 
GOOG Alphabet Inc
-1.24%
-$30,429.18 
FSCO FS Credit Opportunities Corp.
-1.22%
-$1,358.11 
UNH UnitedHealth Group Incorporated
-1.19%
-$13,509.54 
NDSN Nordson Corporation
-1.12%
-$3,217.67 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$2,258.75 
ESGE iShares ESG Aware MSCI EM ETF
-1.11%
-$2,721.47 
IBM International Business Machines Corporation
-1.11%
-$4,612.79 
VXF Vanguard Extended Market ETF
-1.06%
-$4,463.19 
EBAY eBay Inc.
-1.02%
-$2,506.14 
VUG Vanguard Growth ETF
-1.02%
-$2,393.64 
AVEM Avantis Emerging Markets Equity ETF
-1%
-$91,108.8 
NLR VanEck Uranium and Nuclear ETF
-0.99%
-$12,747.34 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$16,790.97 
TSLA Tesla, Inc.
-0.9%
-$13,250.04 
ULS Ul Solutions Inc.
-0.89%
-$1,707.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.88%
-$4,110 
IBIT iShares Bitcoin Trust
-0.88%
-$10,807.19 
IUSG iShares Core S&P U.S. Growth ETF
-0.87%
-$3,016.65 
STT State Street Corp
-0.87%
-$8,466.7 
SPEM SPDR Portfolio Emerging Markets ETF
-0.85%
-$66,771.2 
GBTC Grayscale Bitcoin Trust ETF
-0.83%
-$3,352.25 
IWM iShares Russell 2000 ETF
-0.79%
-$10,240.5 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.74%
-$2,162.94 
UNP Union Pacific Corporation
-0.72%
-$1,869.91 
SCHA Schwab U.S. Small-Cap ETF
-0.69%
-$3,566.93 
VB Vanguard Small-Cap ETF
-0.69%
-$12,151.26 
QCOM QUALCOMM Incorporated
-0.68%
-$1,587.51 
ESE Esco Technologies Inc.
-0.61%
-$1,303.56 
MDT Medtronic plc
-0.58%
-$2,264.4 
XPEL XPEL, Inc.
-0.56%
-$20,450.5 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.56%
-$1,521.3 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$5,727.17 
AZN AstraZeneca PLC American Depositary Shares
-0.48%
-$1,708.78 
SMMD iShares Russell 2500 ETF
-0.48%
-$36,894.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$18,025.21 
AMZN Amazon.com Inc
-0.45%
-$16,518.46 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.42%
-$2,215.6 
VONE Vanguard Russell 1000 ETF
-0.41%
-$1,437.87 
ESGU iShares ESG Aware MSCI USA ETF
-0.4%
-$1,799.96 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.39%
-$1,869.3 
IJH iShares Core S&P Mid-Cap ETF
-0.38%
-$769.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$23,570.06 
IVV iShares Core S&P 500 ETF
-0.37%
-$22,880.7 
CSX CSX Corporation
-0.37%
-$863.82 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$1,159.94 
VOO Vanguard S&P 500 ETF
-0.35%
-$2,664.3 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.34%
-$6,970.86 
QUAL iShares MSCI USA Quality Factor ETF
-0.31%
-$1,790.6 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$545.4 
ENS EnerSys
-0.25%
-$485.77 
ZWS Zurn Elkay Water Solutions Corporation
-0.23%
-$587.18 
VO Vanguard Mid-Cap ETF
-0.2%
-$4,385.7 
AHR American Healthcare REIT, Inc.
-0.17%
-$561.41 
EMR Emerson Electric Co.
-0.14%
-$1,594.52 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.13%
-$5,008.99 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.12%
-$2,211.92 
WAB Wabtec Corporation
-0.12%
-$366.73 
MCO Moody's Corporation
-0.12%
-$580.16 
XVV iShares ESG Screened S&P 500
-0.11%
-$1,002.75 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$1,529.66 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.09%
-$2,102.56 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$206.07 
BNDX Vanguard Total International Bond ETF
-0.06%
-$3,317.19 
TDY Teledyne Technologies Incorporated
-0.06%
-$172.89 
RSP Invesco S&P 500 Equal Weight ETF
-0.06%
-$174 
EQX Equinox Gold Corp.
-0.04%
-$208.22 
SBUX Starbucks Corporation
-0.04%
-$258.96 
MUB iShares National Muni Bond ETF
-0.04%
-$164.52 
GLDM SPDR Gold MiniShares Trust
-0.04%
-$1,253.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1437 | Longs Won 894/1437 62% | Profit Factor 4.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $160,159.27 |
| Average Win $70,809.95 | Best Trade (Oct 15) $2.05M | Sharpe Ratio -9.77 |
| Average Loss -$27,207.03 | Worst Trade (Dec 30) -$578,234.45 | Z-Score 0.39 (30.01%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2d | Expectancy $33,772.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8891 889184AD9 | 80,000 | $79,558 | $79,558 | - | - | - | 0.0 |
| 8891 889184AH0 | 25,000 | $20,488 | $20,488 | - | - | - | 0.0 |
| 8955 89555EAP6 | 40,000 | $35,323 | $35,323 | - | - | - | 0.0 |
| 8960 89602HJA6 | 40,000 | $40,699 | $40,699 | - | - | - | 0.0 |
| AAPL Apple Inc. | 24,145 | $5.6M | $8.33M | - | $2.74M | 48.87% | +0.927% |
| ABBV AbbVie Inc. | 5,697 | $1M | $1.62M | - | $618,448.74 | 61.75% | +0.335% |
| ADI Analog Devices, Inc. | 3,473 | $780,545.79 | $1.42M | - | $636,229.83 | 81.51% | +0.988% |
| AEIS Advanced Energy Industries Inc. | 970 | $118,710.69 | $234,405.35 | - | $115,694.66 | 97.46% | -4.136% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,089 | $2.75M | $2.68M | - | -$70,833.19 | -2.57% | +0.073% |
| AHR American Healthcare REIT, Inc. | 6,238 | $162,812.38 | $330,114.96 | - | $167,302.58 | 102.76% | -0.17% |
| ALL Allstate Corporation | 1,408 | $335,024 | $343,270.4 | - | $8,246.4 | 2.46% | +1.753% |
| ALLE Allegion plc | 2,244 | $337,168.25 | $350,423.04 | - | $13,254.79 | 3.93% | +0.263% |
| AMAT Applied Materials, Inc. | 1,496 | $627,206 | $624,565.04 | - | -$2,640.96 | -0.42% | -2.912% |
| AMD Advanced Micro Devices, Inc. | 1,984 | $676,903.96 | $1.08M | - | $399,872.36 | 59.07% | -3.468% |
| AMGN Amgen Inc. | 629 | $227,767 | $274,401.25 | - | $46,634.25 | 20.47% | +0.511% |
| AMZN Amazon.com Inc | 14,490 | $3.2M | $3.67M | - | $479,331.62 | 15% | -0.447% |
| ANET Arista Networks, Inc. | 1,367 | $232,233 | $246,196.7 | - | $13,963.7 | 6.01% | -2.953% |
| AON Aon plc | 640 | $220,294.48 | $185,212.8 | - | -$35,081.68 | -15.92% | +0.905% |
| APH Amphenol Corporation | 43,712 | $1.18M | $3.52M | - | $2.34M | 198.77% | -1.313% |
| ARKF Ark Fintech Innovation ETF | 5,530 | $218,214 | $256,951.45 | - | $38,737.45 | 17.75% | -1.62% |
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FAQ
Which stocks have generated the highest profits for David Maxey?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Emerging Markets ETF - $3.65M, iShares Russell 2500 ETF - $3.24M, KLA Corporation - $2.05M, iShares MSCI EAFE ETF - $1.87M, and iShares Broad USD High Yield Corporate Bond ETF - $1.28M. 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: Novo Nordisk A/S Sponsored ADR - $580,164.4, UnitedHealth Group Incorporated - $538,078.04, Accenture plc Class A - $391,487.2, Intuit Inc - $379,618.47, and Merck & Co., Inc - $274,229.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Maxey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.84M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $1.17M, SPDR Portfolio Emerging Markets ETF - $897,013.13, iShares MSCI EAFE ETF - $606,663.39, iShares Core U.S. Aggregate Bond ETF - $541,330.09, and iShares J.P. Morgan USD Emerging Markets Bond ETF - $497,737.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Maxey's monthly returns?
David Maxey's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Maxey's strategy be considered aggressive or moderate?
David Maxey'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 David Maxey's strategy?
David Maxey'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.
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