Aaron Byrd Portfolio
Invests via Inkwell Capital LLC | Managed by Felipe Garcia, Aaron Byrd
Invests via Inkwell Capital LLC
Managed by Felipe Garcia, Aaron Byrd
Automatically Tracked
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
Investment Philosophy & Strategy
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
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:
11.15%
Gain -0.24%
Monthly
0.51%
Yearly
6.31%
Drawdown
16.16%
$104.49M
Equity
Holdings
$104.49M
Investment
$95.59M
$10.47M
Profit -$240,406.98
Realized
$1.57M
Unrealized
$8.9M
Dividends
$2.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$240,406.98
Win %
57%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$596,095.59
Win %
57%
This Month
Compared to last month
Gain
-3.82%
Profit
-$4.15M
Win %
57%
This Year
Compared to last year
Gain
6.4%
Profit
$6.28M
Win %
56%
META Meta Platforms Inc Class A
+2.61%
+$86,788.46 
OXY Occidental Petroleum Corporation
+2.6%
+$80,545.7 
KMX CarMax Inc.
+2.57%
+$93,302.76 
XOM Exxon Mobil Corporation
+1.53%
+$68,837.17 
BRK-B Berkshire Hathaway Inc.
+1.22%
+$85,927.1 
MA Mastercard Incorporated
+0.83%
+$34,927.12 
MCO Moody's Corporation
+0.78%
+$24,262.37 
NSC Norfolk Southern Corporation
+0.76%
+$27,917.4 
DIS The Walt Disney Company
+0.27%
+$9,552.4 
QSR Restaurant Brands International Inc.
+0.1%
+$3,228.33 
MSFT Microsoft Corp.
+0.08%
+$1,016.8 
GOOGL Alphabet Inc
-3.6%
-$272,107.76 
AMZN Amazon.com Inc
-2.43%
-$116,436 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.63%
-$41,798.9 
IEFA iShares Core MSCI EAFE ETF
-1.56%
-$38,457.05 
DG Dollar General Corporation
-1.29%
-$61,885.44 
DPZ Domino's Pizza Inc.
-1.2%
-$28,944.73 
AAPL Apple Inc.
-0.93%
-$42,531.89 
SBUX Starbucks Corporation
-0.71%
-$25,198.76 
UHAL-B U-Haul Holding Company
-0.66%
-$17,644.32 
ELV Elevance Health, Inc.
-0.65%
-$8,429.17 
UNH UnitedHealth Group Incorporated
-0.53%
-$13,540.03 
AXP American Express Company
-0.51%
-$9,988.25 
BLDR Builders FirstSource, Inc.
-0.48%
-$6,559.8 
MKL Markel Group Inc.
-0.45%
-$20,336.74 
PGR Progressive Corporation
-0.42%
-$13,508.88 
NKE Nike, Inc. - Class B
-0.37%
-$6,439.27 
HSY The Hershey Company
-0.36%
-$11,236.23 
RSP Invesco S&P 500 Equal Weight ETF
-0.32%
-$16,232.25 
SCHW Charles Schwab Corporation
-0.12%
-$4,576.25 
WFC-PL Wells Fargo & Company
-0.01%
-$24.05 Events
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Dividends
Dividend Analysis
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| Trades 175 | Longs Won 109/175 62% | Profit Factor 2.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,508.38 |
| Average Win $155,640.11 | Best Trade (Aug 07) $3.62M | Sharpe Ratio -11.28 |
| Average Loss -$98,354.99 | Worst Trade (Sep 22) -$1.14M | Z-Score -0.6 (45.15%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $59,847.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,063 | 956 | 850 | 744 | 638 | 531 | 425 | 319 | 213 | 106 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,417 | $3.36M | $4.52M | - | $1.16M | 34.41% | -0.933% |
| AMZN Amazon.com Inc | 18,780 | $4.12M | $4.67M | - | $551,944.28 | 13.4% | -2.432% |
| AXP American Express Company | 6,444 | $1.91M | $1.96M | - | $43,368.39 | 2.27% | -0.508% |
| BLDR Builders FirstSource, Inc. | 22,620 | $2.84M | $1.37M | - | -$1.47M | -51.77% | -0.476% |
| BRK-B Berkshire Hathaway Inc. | 13,949 | $6.32M | $7.11M | - | $786,306.75 | 12.44% | +1.223% |
| DG Dollar General Corporation | 39,168 | $3.29M | $4.74M | - | $1.45M | 44.21% | -1.288% |
| DIS The Walt Disney Company | 34,736 | $3.86M | $3.62M | - | -$242,207.72 | -6.28% | +0.265% |
| DPZ Domino's Pizza Inc. | 8,142 | $2.92M | $2.39M | - | -$531,102.48 | -18.18% | -1.197% |
| ELV Elevance Health, Inc. | 3,242 | $1.2M | $1.3M | - | $91,290.9 | 7.58% | -0.646% |
| GOOGL Alphabet Inc | 21,519 | $4.07M | $7.28M | - | $3.21M | 78.82% | -3.601% |
| HSY The Hershey Company | 18,270 | $3.23M | $3.07M | - | -$161,494.77 | -5% | -0.365% |
| IEFA iShares Core MSCI EAFE ETF | 24,811 | $2.17M | $2.43M | - | $263,244.91 | 12.15% | -1.558% |
| KMX CarMax Inc. | 63,906 | $4.6M | $3.73M | - | -$874,382.01 | -19.01% | +2.569% |
| MA Mastercard Incorporated | 7,560 | $3.98M | $4.24M | - | $256,585.97 | 6.45% | +0.831% |
| MCO Moody's Corporation | 6,611 | $3.13M | $3.13M | - | -$2,975.11 | -0.1% | +0.782% |
| META Meta Platforms Inc Class A | 4,512 | $2.64M | $3.41M | - | $768,483.48 | 29.09% | +2.611% |
| MKL Markel Group Inc. | 2,571 | $4.44M | $4.51M | - | $75,124.74 | 1.69% | -0.449% |
| MSFT Microsoft Corp. | 2,480 | $1.05M | $1.24M | - | $190,614.53 | 18.23% | +0.082% |
| NKE Nike, Inc. - Class B | 47,699 | $3.3M | $1.72M | - | -$1.59M | -48.05% | -0.374% |
| NSC Norfolk Southern Corporation | 11,730 | $2.75M | $3.71M | - | $957,854.76 | 34.79% | +0.758% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Aaron Byrd?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $775,602.04, Invesco S&P 500 Equal Weight ETF - $258,110.02, Meta Platforms Inc Class A - $255,561.17, Exxon Mobil Corporation - $234,349.39, and Dollar General Corporation - $225,160.77. 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: Apple Inc - $96,246.94, SPDR S&P 500 ETF Trust - $41,116.28, Nike, Inc. - Class B - $32,202.06, CarMax Inc - $31,699.34, and U-Haul Holding Company - $29,975.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Aaron Byrd's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.03M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $205,382.17, Restaurant Brands International Inc - $188,505.28, The Hershey Company - $171,731.44, Starbucks Corporation - $161,765.22, and Dollar General Corporation - $150,195.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Aaron Byrd's monthly returns?
Aaron Byrd'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 Aaron Byrd's strategy be considered aggressive or moderate?
Aaron Byrd'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 Aaron Byrd's strategy?
Aaron Byrd'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.
