AB
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:
6.98%
Gain -0.36%
Monthly
0.4%
Yearly
4.86%
Drawdown
16.28%
$100.8M
Equity
Holdings
$100.8M
Investment
$94.81M
$6.77M
Profit -$371,336.22
Realized
$781,716.93
Unrealized
$5.99M
Dividends
$1.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$371,336.22
Win %
60%
This Week
Compared To Last Week
Gain
-1.88%
Profit
-$1.94M
Win %
60%
This Month
Compared to last month
Gain
-1.88%
Profit
-$1.94M
Win %
60%
This Year
Compared to last year
Gain
-5.22%
Profit
-$4.94M
Win %
56%
KMX CarMax Inc.
+4.79%
+$134,394.32 
META Meta Platforms Inc Class A
+4.24%
+$114,379.2 
XOM Exxon Mobil Corporation
+2.11%
+$89,050.78 
QSR Restaurant Brands International Inc.
+1.66%
+$54,881.61 
OXY Occidental Petroleum Corporation
+0.96%
+$31,063.7 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$58,725.29 
SBUX Starbucks Corporation
+0.4%
+$14,081.66 
NKE Nike, Inc. - Class B
+0.17%
+$3,577.43 
ANTM Anthem Inc
0%
$0 
AXP American Express Company
-3.33%
-$66,630.96 
MSFT Microsoft Corp.
-3.11%
-$34,025.6 
AMZN Amazon.com Inc
-2.53%
-$122,070 
UHAL-B U-Haul Holding Company
-2.07%
-$50,972.48 
DIS The Walt Disney Company
-1.92%
-$67,561.52 
PGR Progressive Corporation
-1.69%
-$52,307.64 
AAPL Apple Inc.
-1.57%
-$66,279.98 
BLDR Builders FirstSource Inc.
-1.53%
-$26,013 
MA Mastercard Incorporated
-1.2%
-$43,212.96 
MCO Moody's Corporation
-1.14%
-$34,311.09 
SCHW Charles Schwab Corporation
-1.12%
-$35,877.8 
DG Dollar General Corporation
-1.09%
-$45,434.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$25,430.1 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$19,848.8 
GOOGL Alphabet Inc
-0.79%
-$61,544.34 
NSC Norfolk Southern Corporation
-0.74%
-$26,627.1 
MKL Markel Group Inc.
-0.55%
-$25,375.77 
HSY The Hershey Company
-0.52%
-$17,356.5 
WFC-PL Wells Fargo & Company
-0.47%
-$1,030.37 
RSP Invesco S&P 500 Equal Weight ETF
-0.4%
-$19,525.75 
UNH UnitedHealth Group Incorporated
-0.25%
-$6,463.8 
DPZ Domino's Pizza Inc.
-0.25%
-$6,187.92 Events
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Dividends
Dividend Analysis
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| Trades 175 | Longs Won 106/175 60% | Profit Factor 1.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $370,184.36 |
| Average Win $132,779.39 | Best Trade (May 18) $4.69M | Sharpe Ratio -143.61 |
| Average Loss -$105,906 | Worst Trade (May 20) -$2.12M | Z-Score -1.28 (80.26%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $38,669.15 |
| 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% | 0.25% |
| Consecutive Losing Trades | 951 | 856 | 761 | 666 | 571 | 476 | 381 | 285 | 190 | 95 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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