Adam Colby Portfolio
Invests via Wealth Group Ltd | Managed by Adam Colby
Invests via Wealth Group Ltd
Managed by Adam Colby
Automatically Tracked
Adam Colby Profile
Senior private equity investor focused on operational value creation across growth-stage companies and strategic buyouts. Adam Colby brings multi-decade experience sourcing deals, leading board-level transformations, and executing exit strategies for investors. Regularly works across consumer, industrial and software-enabled services, advising on governance, capital structure and M&A readiness.
Senior private equity investor focused on operational value creation across growth-stage companies and strategic buyouts. Adam Colby brings multi-decade experience sourcing deals, leading board-level transformations, and executing exit strategies for investors. Regularly works across consumer, industrial and software-enabled services, advising on governance, capital structure and M&A readiness.
Investment Philosophy & Strategy
Prioritizes hands‑on, operational value creation in growth‑stage companies and strategic buyouts, deploying capital to scale revenue and improve margins through governance, lean operations and commercial acceleration. Targets consumer, industrial and software‑enabled services where board-level intervention, restructuring of capital structure and M&A positioning can drive exits over a multi-year horizon. Emphasizes rigorous due diligence, staged capital commitments, outcome‑aligned management incentives and a bias toward identify-able operational levers that de‑risk returns.
Prioritizes hands‑on, operational value creation in growth‑stage companies and strategic buyouts, deploying capital to scale revenue and improve margins through governance, lean operations and commercial acceleration. Targets consumer, industrial and software‑enabled services where board-level intervention, restructuring of capital structure and M&A positioning can drive exits over a multi-year horizon. Emphasizes rigorous due diligence, staged capital commitments, outcome‑aligned management incentives and a bias toward identify-able operational levers that de‑risk returns.
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:
54.35%
Gain -0.83%
Monthly
1.3%
Yearly
16.82%
Drawdown
19.57%
$535.45M
Equity
Holdings
$535.45M
Investment
$400.15M
$158.3M
Profit -$3.53M
Realized
$23M
Unrealized
$135.3M
Dividends
$14.46M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.83%
Profit
-$3.53M
Win %
82%
This Week
Compared To Last Week
Gain
-1.76%
Profit
-$9.57M
Win %
82%
This Month
Compared to last month
Gain
0.18%
Profit
$973,823.35
Win %
82%
This Year
Compared to last year
Gain
-0.85%
Profit
-$4.51M
Win %
81%
JPM JPMorgan Chase & Co.
+1.6%
+$3,607.28 
XEL Xcel Energy Inc.
+1.1%
+$2,418.62 
XOM Exxon Mobil Corporation
+1%
+$2,152.39 
PWV Invesco Large Cap Value ETF
+0.96%
+$2,389.57 
SRUUF Sprott Physical Uranium Trust
+0.93%
+$1,763.75 
GCOW Pacer Global Cash Cows Dividend ETF
+0.93%
+$3,013.01 
PCAR PACCAR Inc.
+0.85%
+$7,992.55 
ICOW Pacer Developed Markets International ETF
+0.84%
+$38,267.64 
AAPL Apple Inc.
+0.81%
+$20,215.46 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$8,284.16 
FITB Fifth Third Bancorp
+0.59%
+$1,210.97 
JNJ Johnson & Johnson
+0.51%
+$1,761.5 
WMT Walmart Inc.
+0.42%
+$2,273.5 
DGRO iShares Core Dividend Growth ETF
+0.42%
+$31,355.32 
IQLT iShares MSCI International Quality Factor ETF
+0.4%
+$6,312 
VTV Vanguard Value ETF
+0.33%
+$1,889.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.29%
+$8,146.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$776.3 
COWZ Pacer US Cash Cows 100 ETF
+0.18%
+$38,274.5 
AMGN Amgen Inc.
+0.17%
+$545.31 
NVDA NVIDIA Corporation
+0.12%
+$2,063.34 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$773.51 
BINC iShares Flexible Income Active ETF
+0.05%
+$102.12 
NGPHF Northern Graphite Corp.
0%
$0 
ZNOG Zion Oil & Gas Inc.
-4.87%
-$374.01 
MU Micron Technology, Inc.
-3.71%
-$10,068.6 
ANET Arista Networks, Inc.
-3.03%
-$11,642.84 
AVGO Broadcom Inc.
-2.85%
-$23,709.94 
MRVL Marvell Technology, Inc.
-2.71%
-$16,027.87 
RPG Invesco S&P 500 Pure Growth ETF
-2.01%
-$85,900.34 
IYW iShares U.S. Technology ETF
-1.96%
-$4,120.91 
XLK State Street Technology Select Sector SPDR ETF
-1.94%
-$20,737.56 
MSFT Microsoft Corp.
-1.88%
-$36,599.69 
VGT Vanguard Information Technology ETF
-1.83%
-$592,379.2 
EBAY eBay Inc.
-1.62%
-$12,837.49 
GOOGL Alphabet Inc
-1.55%
-$11,218.38 
QQQM Invesco NASDAQ 100 ETF
-1.52%
-$176,217.03 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$517,946.75 
MGK Vanguard Mega Cap Growth ETF
-1.38%
-$6,855.46 
UNH UnitedHealth Group Incorporated
-1.34%
-$7,573.03 
IWF iShares Russell 1000 Growth ETF
-1.3%
-$3,213.56 
VXF Vanguard Extended Market ETF
-1.3%
-$50,644.62 
VUG Vanguard Growth ETF
-1.19%
-$8,170.52 
USXF iShares ESG Aware MSCI USA ETF
-1.17%
-$2,792.04 
IWM iShares Russell 2000 ETF
-1.13%
-$3,413.09 
SSO ProShares Ultra S&P500
-1.09%
-$2,402.4 
SCHA Schwab U.S. Small-Cap ETF
-0.95%
-$22,914.89 
IBIT iShares Bitcoin Trust
-0.94%
-$10,002.08 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.94%
-$5,679.59 
ECG Everus Construction Group, Inc.
-0.89%
-$1,707.75 
NULC Nuveen ESG Large-Cap ETF
-0.84%
-$5,848.96 
TGT Target Corporation
-0.75%
-$2,554.11 
SCHM Schwab U.S. Mid-Cap ETF
-0.67%
-$23,501.86 
XLG Invesco S&P 500 Top 50 ETF
-0.65%
-$2,483.78 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$18,692.77 
IWR iShares Russell Mid-Cap ETF
-0.63%
-$1,943.04 
AMZN Amazon.com Inc
-0.62%
-$3,577.1 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.6%
-$13,746.41 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.59%
-$180,048.22 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$23,264.85 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.57%
-$506,644.38 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$16,132.28 
CGUS Capital Group Core Equity ETF
-0.56%
-$20,788.67 
OEF iShares S&P 100 ETF
-0.54%
-$127,908 
SPHQ Invesco S&P 500 Quality ETF
-0.54%
-$6,935.88 
ECL Ecolab Inc.
-0.54%
-$1,310.95 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$260,330.92 
IVV iShares Core S&P 500 ETF
-0.54%
-$637,310.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$16,080.52 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$12,695.94 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$14,404.84 
VOO Vanguard S&P 500 ETF
-0.51%
-$126,731.65 
ETHA iShares Ethereum Trust
-0.49%
-$1,059.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.48%
-$8,950.48 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$3,183.18 
GIS General Mills, Inc.
-0.4%
-$973.96 
VSGX Vanguard ESG International Stock ETF
-0.38%
-$1,912.35 
UNP Union Pacific Corporation
-0.35%
-$1,004.99 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.32%
-$1,635.87 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$10,464.89 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.28%
-$2,223.68 
MMM 3M Company
-0.26%
-$4,043.29 
BUFR FT Vestladder Buffer ETF-USD I
-0.23%
-$2,336.05 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.19%
-$1,831.2 
VEU Vanguard FTSE All-World ex-US ETF
-0.19%
-$502.36 
IXUS iShares Core International Stock ETF
-0.17%
-$5,420.48 
GLD SPDR Gold Shares
-0.15%
-$385.85 
CLFD Clearfield Inc.
-0.13%
-$1,880 
CGMU Capital Group Municipal Income ETF
-0.13%
-$832.75 
XVV iShares ESG Screened S&P 500
-0.11%
-$393.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.1%
-$990.64 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$458.57 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$419.3 
MPC Marathon Petroleum Corporation
-0.03%
-$76.21 Events
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Dividends
Dividend Analysis
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| Trades 728 | Longs Won 586/728 80% | Profit Factor 39.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.61M |
| Average Win $277,101.52 | Best Trade (Oct 15) $39.29M | Sharpe Ratio -107.18 |
| Average Loss -$28,744.77 | Worst Trade (Jun 30) -$888,033.81 | Z-Score 13.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $217,444.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,298 | $1.41M | $2.52M | - | $1.11M | 78.44% | +0.81% |
| AMGN Amgen Inc. | 747 | $244,501 | $324,765.72 | - | $80,264.72 | 32.83% | +0.168% |
| AMZN Amazon.com Inc | 2,264 | $405,825.45 | $573,199.52 | - | $167,374.07 | 41.24% | -0.62% |
| ANET Arista Networks, Inc. | 2,068 | $301,328 | $372,136.6 | - | $70,808.6 | 23.5% | -3.034% |
| AVGO Broadcom Inc. | 2,412 | $427,029.87 | $806,814 | - | $379,784.13 | 88.94% | -2.855% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 641,322 | $75.97M | $88.78M | - | $12.82M | 16.87% | -0.567% |
| BINC iShares Flexible Income Active ETF | 4,255 | $226,108.59 | $215,788.07 | - | -$10,320.52 | -4.56% | +0.047% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 46,598 | $1.93M | $2.28M | - | $359,324.21 | 18.66% | -0.598% |
| BND Vanguard Total Bond Market Index Fund | 16,772 | $1.22M | $1.19M | - | -$31,417.66 | -2.58% | -0.035% |
| BRK-B Berkshire Hathaway Inc. | 2,001 | $955,068.05 | $1.06M | - | $105,101.79 | 11% | +0.788% |
| BUFR FT Vestladder Buffer ETF-USD I | 27,483 | $945,538.33 | $1.04M | - | $90,983.01 | 9.62% | -0.225% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 13,898 | $611,651.72 | $783,708.22 | - | $172,056.5 | 28.13% | -0.283% |
| CGMU Capital Group Municipal Income ETF | 23,793 | $645,980.13 | $626,112.79 | - | -$19,867.34 | -3.08% | -0.133% |
| CGUS Capital Group Core Equity ETF | 83,154 | $3.73M | $3.73M | - | -$3,915.14 | -0.1% | -0.555% |
| CLFD Clearfield Inc. | 47,000 | $1.36M | $1.41M | - | $47,470 | 3.49% | -0.133% |
| COWZ Pacer US Cash Cows 100 ETF | 306,196 | $16.18M | $21.57M | - | $5.39M | 33.34% | +0.178% |
| DGRO iShares Core Dividend Growth ETF | 94,815 | $5.33M | $7.48M | - | $2.16M | 40.49% | +0.421% |
| DSEP FT Vest U.S. Equity Deep Buffer Fund | 10,554 | $411,195.69 | $517,832.01 | - | $106,636.32 | 25.93% | -0.315% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 439,142 | $25.63M | $30.32M | - | $4.68M | 18.28% | -0.59% |
| EBAY eBay Inc. | 6,451 | $420,024.82 | $780,054.92 | - | $360,030.1 | 85.72% | -1.619% |
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FAQ
Which stocks have generated the highest profits for Adam Colby?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $11.5M, Pacer Developed Markets International ETF - $4.37M, iShares Core Dividend Growth ETF - $3.62M, Vanguard Extended Market ETF - $3.06M, and Vanguard S&P 500 ETF - $2.88M. 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: Pacer US Small Cap Cash Cows 100 ETF - $1.2M, Spirit Airlines Inc - $392,017, J1357P101 - $182,497.36, 87612e106 - $164,751.72, and Falcon Oil & Gas Ltd - $147,409.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Colby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.46M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.87M, Pacer Developed Markets International ETF - $1.38M, Pacer US Cash Cows 100 ETF - $1.11M, iShares MSCI USA Quality Factor ETF - $908,821.35, and iShares Core Dividend Growth ETF - $887,383.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Colby's monthly returns?
Adam Colby'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 Adam Colby's strategy be considered aggressive or moderate?
Adam Colby'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 Adam Colby's strategy?
Adam Colby'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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