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:
6.48%
Gain
Monthly
0.21%
Yearly
2.5%
Drawdown
30.37%
$509.13M
Equity
Holdings
$509.13M
Investment
$382.55M
$146.19M
Profit -$1.65M
Realized
$19.61M
Unrealized
$126.58M
Dividends
$13.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.65M
Win %
89%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$3.81M
Win %
89%
This Month
Compared to last month
Gain
-0.24%
Profit
-$1.24M
Win %
89%
This Year
Compared to last year
Gain
15.95%
Profit
$70.03M
Win %
86%
NGPHF Northern Graphite Corp.
+6.01%
+$77.14 
AAPL Apple Inc.
+3.85%
+$90,332.18 
TGT Target Corporation
+3.44%
+$9,625.68 
GOOGL Alphabet Inc
+3.14%
+$23,325.14 
AMZN Amazon.com Inc
+3%
+$16,810.2 
MSFT Microsoft Corp.
+2.94%
+$29,094.46 
MMM 3M Company
+1.99%
+$14,645.28 
JPM JPMorgan Chase & Co.
+1.23%
+$3,015.99 
GIS General Mills, Inc.
+1.12%
+$2,963.07 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.03%
+$12,353.34 
AVGO Broadcom Inc.
+0.75%
+$6,903.28 
AMGN Amgen Inc.
+0.7%
+$1,854.8 
IBIT iShares Bitcoin Trust
+0.7%
+$2,176.43 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.63%
+$3,492.84 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$4,601.24 
IQLT iShares MSCI International Quality Factor ETF
+0.62%
+$9,628.96 
ECL Ecolab Inc.
+0.61%
+$1,398.92 
OEF iShares S&P 100 ETF
+0.59%
+$124,933.6 
MGK Vanguard Mega Cap Growth ETF
+0.57%
+$2,537.62 
VUG Vanguard Growth ETF
+0.54%
+$3,580.64 
IWM iShares Russell 2000 ETF
+0.43%
+$1,361.92 
GCOW Pacer Global Cash Cows Dividend ETF
+0.43%
+$1,411.89 
ESGV Vanguard ESG U.S. Stock ETF
+0.32%
+$10,549.98 
MGC Vanguard Mega Cap ETF
+0.31%
+$798.94 
BINC iShares Flexible Income Active ETF
+0.3%
+$730.83 
COWZ Pacer US Cash Cows 100 ETF
+0.25%
+$49,875.84 
EBAY eBay Inc.
+0.25%
+$1,811.44 
IUSB iShares Core Universal USD Bond ETF
+0.24%
+$2,065.04 
DGRO iShares Core Dividend Growth ETF
+0.23%
+$18,178.3 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$2,658.86 
XVV iShares ESG Screened S&P 500
+0.19%
+$612.7 
WMT Walmart Inc.
+0.18%
+$877.2 
IVV iShares Core S&P 500 ETF
+0.18%
+$209,525.53 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$6,740.29 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$3,427.17 
VOO Vanguard S&P 500 ETF
+0.14%
+$35,368.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.14%
+$2,550.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$4,123.6 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$4,218.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$1,355 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.12%
+$3,403.14 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.12%
+$646.47 
VEU Vanguard FTSE All-World ex-US ETF
+0.08%
+$210.47 
IXUS iShares Core International Stock ETF
+0.07%
+$2,210.91 
BUFR FT Vestladder Buffer ETF-USD I
+0.05%
+$549.34 
IJH iShares Core S&P Mid-Cap ETF
+0.05%
+$1,367.94 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$285.84 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.03%
+$23,600.32 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$13,289.72 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.02%
+$397.05 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.01%
+$33.52 
VXF Vanguard Extended Market ETF
+0.01%
+$376.94 
J1357P101
0%
$0 
Q60408129
0%
$0 
Q66635105
0%
$0 
ANET Arista Networks, Inc.
-7.03%
-$26,542.78 
MRVL Marvell Technology, Inc.
-6.79%
-$53,179.42 
ZNOG Zion Oil & Gas Inc.
-5.12%
-$645.21 
CLFD Clearfield Inc.
-4.06%
-$62,980 
RPG Invesco S&P 500 Pure Growth ETF
-2%
-$92,451.18 
JNJ Johnson & Johnson
-1.79%
-$6,165.25 
ECG Everus Construction Group, Inc.
-1.73%
-$4,122.75 
XLK State Street Technology Select Sector SPDR ETF
-1.67%
-$20,295.77 
SPHQ Invesco S&P 500 Quality ETF
-1.34%
-$14,988.87 
NULC Nuveen ESG Large-Cap ETF
-1.26%
-$7,885.6 
NVDA NVIDIA Corporation
-1.23%
-$29,031.6 
VGT Vanguard Information Technology ETF
-1.14%
-$354,354.56 
UNH UnitedHealth Group Incorporated
-1.05%
-$7,095.86 
INTU Intuit Inc.
-0.9%
-$1,397.2 
XEL Xcel Energy Inc.
-0.89%
-$1,964.11 
UNP Union Pacific Corporation
-0.79%
-$2,286.39 
SCHM Schwab U.S. Mid-Cap ETF
-0.77%
-$28,154.78 
MCD McDonald's Corporation
-0.71%
-$1,247.23 
PCAR PACCAR Inc.
-0.6%
-$6,332.5 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$205,518.22 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$49,589 
VTV Vanguard Value ETF
-0.52%
-$2,755.67 
SRUUF Sprott Physical Uranium Trust
-0.34%
-$684.8 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$8,581.18 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.29%
-$8,761.83 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.29%
-$77,667.72 
IWR iShares Russell Mid-Cap ETF
-0.26%
-$788.48 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$2,623.97 
IWF iShares Russell 1000 Growth ETF
-0.16%
-$399.2 
VFLO VictoryShares Free Cash Flow ETF
-0.13%
-$1,249.68 
GLD SPDR Gold Shares
-0.12%
-$300.84 
CGMU Capital Group Municipal Income ETF
-0.11%
-$777.36 
PWV Invesco Large Cap Value ETF
-0.08%
-$214.5 
VSGX Vanguard ESG International Stock ETF
-0.08%
-$318.5 
ICOW Pacer Developed Markets International ETF
-0.05%
-$2,497.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$118.32 Events
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Dividends
Dividend Analysis
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| Trades 589 | Longs Won 482/589 81% | Profit Factor 41.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $310,806.15 | Best Trade (Jul 15) $36.91M | Sharpe Ratio -141.35 |
| Average Loss -$33,813.8 | Worst Trade (Jun 30) -$888,033.81 | Z-Score 16.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $248,204.99 |
| 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
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Option values are updated at end of day.
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