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:
54.84%
Gain +0.45%
Monthly
1.38%
Yearly
17.82%
Drawdown
19.56%
$534.64M
Equity
Holdings
$534.64M
Investment
$395.01M
$159.59M
Profit +$1.83M
Realized
$19.95M
Unrealized
$139.64M
Dividends
$13.06M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$1.83M
Win %
89%
This Week
Compared To Last Week
Gain
0.34%
Profit
$1.83M
Win %
89%
This Month
Compared to last month
Gain
3.15%
Profit
$16.31M
Win %
89%
This Year
Compared to last year
Gain
2.27%
Profit
$11.92M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$81,685.1 
GOOGL Alphabet Inc
+6.73%
+$46,423.02 
ANET Arista Networks, Inc.
+5.46%
+$19,294.45 
MSFT Microsoft Corp.
+3.02%
+$33,968.26 
NVDA NVIDIA Corporation
+2.93%
+$67,024.06 
MRVL Marvell Technology, Inc.
+2.32%
+$15,433.98 
ECG Everus Construction Group, Inc.
+2.02%
+$4,295.25 
SSO ProShares Ultra S&P500
+1.35%
+$2,776.81 
CGUS Capital Group Core Equity ETF
+1.29%
+$6,465.51 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$5,130 
VUG Vanguard Growth ETF
+1.1%
+$7,148.91 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$2,268.8 
OEF iShares S&P 100 ETF
+0.95%
+$209,087.14 
UNP Union Pacific Corporation
+0.92%
+$2,683.36 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$225,273.32 
XVV iShares ESG Screened S&P 500
+0.78%
+$2,705.55 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,776.44 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$609,667.78 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,751.67 
VOO Vanguard S&P 500 ETF
+0.71%
+$176,594.41 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$13,917.42 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$67,513.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$801,372.16 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$22,479.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$12,012.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$217,480.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$25,432.26 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$17,416.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$16,959.54 
NULC Nuveen ESG Large-Cap ETF
+0.57%
+$3,116.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$15,326 
IYW iShares U.S. Technology ETF
+0.46%
+$876.95 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$2,344.16 
EBAY eBay Inc.
+0.43%
+$3,161 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$4,480.5 
AVGO Broadcom Inc.
+0.37%
+$3,407.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,725.58 
JPM JPMorgan Chase & Co.
+0.27%
+$632.62 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$2,690.76 
JNJ Johnson & Johnson
+0.21%
+$718.15 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$40,154.92 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$86,366.16 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$427.69 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.18%
+$1,544.12 
PWV Invesco Large Cap Value ETF
+0.12%
+$316.5 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$5,381.32 
MMM 3M Company
+0.12%
+$1,486.12 
WMT Walmart Inc.
+0.09%
+$454.71 
AAPL Apple Inc.
-7.35%
-$178,946.96 
MU Micron Technology, Inc.
-5.9%
-$13,217.26 
NGPHF Northern Graphite Corp.
-3.66%
-$43.5 
ETHA iShares Ethereum Trust
-3.03%
-$4,963.64 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$18,298.5 
IBIT iShares Bitcoin Trust
-2.89%
-$11,552.94 
ZNOG Zion Oil & Gas Inc.
-2.44%
-$225.15 
CLFD Clearfield Inc.
-2.04%
-$29,610 
GIS General Mills, Inc.
-1.84%
-$4,846.11 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,806.1 
GLD SPDR Gold Shares
-1.49%
-$3,675.47 
SRUUF Sprott Physical Uranium Trust
-1.4%
-$2,697.5 
ICOW Pacer Developed Markets International ETF
-1.2%
-$61,989.33 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$12,939.6 
PCAR PACCAR Inc.
-0.81%
-$9,180 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$2,531.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,671.93 
AMGN Amgen Inc.
-0.64%
-$1,852.57 
ECL Ecolab Inc.
-0.61%
-$1,458.63 
IWM iShares Russell 2000 ETF
-0.47%
-$1,530.38 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$5,124.4 
CGMU Capital Group Municipal Income ETF
-0.44%
-$2,855.16 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$4,148.1 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$9,703.2 
VGT Vanguard Information Technology ETF
-0.38%
-$114,399.35 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,166.61 
VXF Vanguard Extended Market ETF
-0.3%
-$12,345.48 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$872.96 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$22,022.24 
VTV Vanguard Value ETF
-0.27%
-$1,525.71 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,337.92 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$9,194.94 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,700.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$583.38 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,004.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,207.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$5,652.36 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$498 
IXUS iShares Core International Stock ETF
-0.15%
-$4,763.08 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,112.96 
BINC iShares Flexible Income Active ETF
-0.08%
-$169.6 
XEL Xcel Energy Inc.
-0.04%
-$82.41 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$195.51 
TGT Target Corporation
-0.01%
-$41.74 Events
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Dividends
Dividend Analysis
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| Trades 661 | Longs Won 551/661 83% | Profit Factor 42.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.71M |
| Average Win $296,681.16 | Best Trade (Aug 10) $39.46M | Sharpe Ratio -105.39 |
| Average Loss -$35,322.36 | Worst Trade (Jun 30) -$888,033.81 | Z-Score 26.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $241,430.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,298 | $1.41M | $2.25M | - | $844,388.61 | 59.88% | -7.354% |
| AMGN Amgen Inc. | 747 | $244,501 | $287,714.52 | - | $43,213.52 | 17.67% | -0.64% |
| AMZN Amazon.com Inc | 2,264 | $405,825.45 | $614,857.1 | - | $209,031.65 | 51.51% | +15.321% |
| ANET Arista Networks, Inc. | 2,068 | $301,328 | $372,963.82 | - | $71,635.82 | 23.77% | +5.456% |
| AVGO Broadcom Inc. | 2,366 | $410,693.04 | $921,036.48 | - | $510,343.44 | 124.26% | +0.371% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 628,517 | $74.19M | $84.6M | - | $10.41M | 14.04% | +0.726% |
| BINC iShares Flexible Income Active ETF | 4,240 | $225,350.04 | $220,437.6 | - | -$4,912.44 | -2.18% | -0.077% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 42,174 | $1.71M | $2.01M | - | $300,932.46 | 17.62% | +0.698% |
| BND Vanguard Total Bond Market Index Fund | 17,568 | $1.28M | $1.27M | - | -$7,604 | -0.6% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 2,003 | $955,781.37 | $1.02M | - | $68,833.25 | 7.2% | +0.365% |
| BUFR FT Vestladder Buffer ETF-USD I | 29,870 | $1.03M | $1.1M | - | $71,002.94 | 6.91% | +0.41% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 18,855 | $829,809.55 | $1.02M | - | $192,508.55 | 23.2% | -0.404% |
| CGMU Capital Group Municipal Income ETF | 23,793 | $645,980.13 | $642,411 | - | -$3,569.13 | -0.55% | -0.442% |
| CGUS Capital Group Core Equity ETF | 11,343 | $504,525 | $506,918.67 | - | $2,393.67 | 0.47% | +1.292% |
| CLFD Clearfield Inc. | 47,000 | $1.36M | $1.42M | - | $62,040 | 4.56% | -2.039% |
| COWZ Pacer US Cash Cows 100 ETF | 308,884 | $16.32M | $20.67M | - | $4.35M | 26.65% | +0.195% |
| DGRO iShares Core Dividend Growth ETF | 100,102 | $5.62M | $7.81M | - | $2.19M | 39.03% | -0.281% |
| DSEP FT Vest U.S. Equity Deep Buffer Fund | 10,954 | $426,081.44 | $524,630.88 | - | $98,549.44 | 23.13% | +0.449% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 425,044 | $24.65M | $28.67M | - | $4.02M | 16.32% | +0.792% |
| EBAY eBay Inc. | 6,451 | $420,024.82 | $735,478.52 | - | $315,453.7 | 75.1% | +0.432% |
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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 - $10.34M, Pacer Developed Markets International ETF - $4.15M, iShares Core Dividend Growth ETF - $3.47M, Vanguard Extended Market ETF - $3.02M, and Vanguard S&P 500 ETF - $2.58M. 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 - $1.25M, 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 $13.06M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.52M, Pacer Developed Markets International ETF - $1.27M, Pacer US Cash Cows 100 ETF - $975,478.05, iShares Core Dividend Growth ETF - $848,844.13, and iShares MSCI USA Quality Factor ETF - $806,767.17. 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.
