Jennifer Carlson Portfolio
Invests via Gould Capital LLC | Managed by Jennifer A. Emmons Carlson, Gary M. Gould, John M. Gould III
Invests via Gould Capital LLC
Managed by Jennifer A. Emmons Carlson, Gary M. Gould, John M. Gould III
Automatically Tracked
Jennifer Carlson Profile
With a robust background in finance and entrepreneurship, Jennifer Carlson has made her mark as a leading executive within innovative technology sectors. Known for driving strategic initiatives and fostering partnerships, she has navigated complex market dynamics to deliver growth across various ventures. Her experience encompasses several successful startup launches, where she demonstrated adeptness at transforming nascent ideas into viable business models that resonate with consumers. As a seasoned operator in corporate leadership roles, Carlson's insights have proven invaluable to investors seeking opportunities in disruptive markets.
With a robust background in finance and entrepreneurship, Jennifer Carlson has made her mark as a leading executive within innovative technology sectors. Known for driving strategic initiatives and fostering partnerships, she has navigated complex market dynamics to deliver growth across various ventures. Her experience encompasses several successful startup launches, where she demonstrated adeptness at transforming nascent ideas into viable business models that resonate with consumers. As a seasoned operator in corporate leadership roles, Carlson's insights have proven invaluable to investors seeking opportunities in disruptive markets.
Investment Philosophy & Strategy
Growth prospects in emerging technology markets captivate attention, particularly for a seasoned leader like Jennifer Carlson. Drawing from an entrepreneurial journey marked by successful ventures, she approaches investment opportunities with a keen eye for innovation and scalability. This strategic orientation allows her to leverage market trends and consumer insights, often leading to impactful partnerships that enhance value creation. With proven experience in operational excellence, her focus is on identifying high-potential startups capable of redefining their sectors while maintaining adaptability to shifting dynamics.
Growth prospects in emerging technology markets captivate attention, particularly for a seasoned leader like Jennifer Carlson. Drawing from an entrepreneurial journey marked by successful ventures, she approaches investment opportunities with a keen eye for innovation and scalability. This strategic orientation allows her to leverage market trends and consumer insights, often leading to impactful partnerships that enhance value creation. With proven experience in operational excellence, her focus is on identifying high-potential startups capable of redefining their sectors while maintaining adaptability to shifting dynamics.
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:
41.55%
Gain +0.06%
Monthly
0.49%
Yearly
6%
Drawdown
13.96%
$177.33M
Equity
Holdings
$177.33M
Investment
$140.94M
$35.97M
Profit +$86,454.87
Realized
-$420,852.6
Unrealized
$36.39M
Dividends
$14.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$86,454.87
Win %
70%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$269,265.4
Win %
70%
This Month
Compared to last month
Gain
-1.04%
Profit
-$1.87M
Win %
70%
This Year
Compared to last year
Gain
7.33%
Profit
$12.1M
Win %
69%
ACHR Archer Aviation Inc.
+19.71%
+$3,115 
BMNR Bitmine Immersion Technologies, Inc.
+5.23%
+$191.88 
BITU ProShares Ultra Bitcoin ETF
+3.41%
+$13 
INTC Intel Corporation
+3.16%
+$1,050 
MU Micron Technology, Inc.
+2.95%
+$2,507 
JOBY Joby Aviation, Inc.
+2.7%
+$58.5 
SPOT Spotify Technology S.A.
+2.64%
+$12.62 
AXON Axon Enterprise, Inc.
+2.6%
+$1,326 
COIN Coinbase Global, Inc.
+2.39%
+$956.25 
NAT Nordic American Tankers Ltd.
+2.23%
+$1,714.5 
TOST Toast Inc.
+2.19%
+$273.9 
SHOP Shopify Inc.
+1.96%
+$398.48 
GEV GE Vernova Inc.
+1.73%
+$18.31 
IBIT iShares Bitcoin Trust
+1.65%
+$15,508.2 
MSFT Microsoft Corp.
+1.6%
+$64,222.2 
VEEV Veeva Systems Inc.
+1.58%
+$20,332.2 
ALK Alaska Air Group Inc.
+1.53%
+$326.65 
SFL SFL Corporation Ltd.
+1.49%
+$33 
FISV Fiserv, Inc.
+1.41%
+$82.94 
WMB The Williams Companies, Inc.
+1.4%
+$618 
GOOG Alphabet Inc
+1.29%
+$43,600.38 
OVV Ovintiv Inc.
+1.27%
+$79.38 
KMI Kinder Morgan, Inc.
+1.22%
+$44,270.81 
CORT Corcept Therapeutics Incorporated
+1.2%
+$1,090 
GOOGL Alphabet Inc
+1.17%
+$3,386.24 
SOXX iShares Semiconductor ETF
+1.15%
+$658.9 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.1%
+$517.5 
TMUS T-Mobile US, Inc.
+1.09%
+$16,052.4 
FFIV F5 Inc.
+1.01%
+$412.5 
XOM Exxon Mobil Corporation
+0.95%
+$98 
AIPO Defiance AI & Power Infrastructure ETF
+0.89%
+$5.2 
IBM International Business Machines Corporation
+0.88%
+$940 
VIV Telefonica Brasil S.A. ADR
+0.82%
+$17.25 
AMZN Amazon.com Inc
+0.8%
+$17,976.42 
SMH VanEck Semiconductor ETF
+0.8%
+$66.67 
DVN Devon Energy Corporation
+0.79%
+$13,193.15 
PWR Quanta Services Inc.
+0.77%
+$16,727.65 
RDDT Reddit Inc Class A
+0.77%
+$278 
LCID Lucid Group, Inc.
+0.75%
+$0.39 
V Visa Inc. Class A
+0.74%
+$12,528.6 
SCHW Charles Schwab Corporation
+0.71%
+$432 
FTNT Fortinet Inc.
+0.65%
+$153.3 
SLV iShares Silver Trust
+0.59%
+$2.4 
PSLV Sprott Physical Silver Trust
+0.58%
+$52.5 
RMBS Rambus Inc.
+0.58%
+$9,219.6 
HON Honeywell International Inc.
+0.56%
+$63.41 
PYPL PayPal Holdings Inc
+0.53%
+$45 
FOX Fox Corporation Class B Common Stock
+0.49%
+$5.1 
ESGE iShares ESG Aware MSCI EM ETF
+0.48%
+$440.26 
LULU lululemon athletica inc.
+0.4%
+$96.82 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$10.62 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$128.37 
QQQM Invesco NASDAQ 100 ETF
+0.35%
+$310.71 
NVDA NVIDIA Corporation
+0.34%
+$7,962.72 
MMM 3M Company
+0.33%
+$36.92 
IHAK iShares Cybersecurity and Tech ETF
+0.27%
+$17.68 
VOX Vanguard Communication Services ETF
+0.21%
+$3.51 
VOT Vanguard Mid-Cap Growth ETF
+0.2%
+$2.32 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.18%
+$4.61 
PDT John Hancock Premium Dividend Fund
+0.16%
+$8.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$11,821.32 
PRTA Prothena Corporation plc
+0.12%
+$1 
AES AES Corporation
+0.1%
+$3,422.36 
EFT Eaton Vance Floating-Rate Income Trust
+0.09%
+$28.53 
SABA Saba Capital Income & Opportunities Fund II
+0.06%
+$1.5 
KO The Coca-Cola Company
+0.06%
+$1,991.65 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$1,580.27 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$1,545.53 
OKLO Oklo Inc.
+0.04%
+$0.75 
SPEM SPDR Portfolio Emerging Markets ETF
+0.02%
+$12.52 
META Meta Platforms Inc Class A
+0.01%
+$184.87 
SHV iShares Short Treasury Bond ETF
+0.01%
+$6.79 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EBS Emergent BioSolutions Inc.
0%
$0 
H5919C104
0%
$0 
LAC
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
IPST Heritage Distilling Holding Company, Inc.
-9.48%
-$0.26 
AEHR Aehr Test Systems
-6.24%
-$5,056.7 
RKT Rocket Companies, Inc. Class A
-4.62%
-$52,912.8 
XRAY Dentsply Sirona Inc.
-4.09%
-$104.08 
ENPH Enphase Energy, Inc.
-3.92%
-$1,793 
UPS United Parcel Service, Inc.
-3.69%
-$304.5 
BROS Dutch Bros Inc.
-2.94%
-$1,620.06 
ORCL Oracle Corporation
-2.83%
-$1,718.4 
GBCI Glacier Bancorp Inc.
-2.58%
-$1,179.9 
TSLA Tesla, Inc.
-2.54%
-$3,993.71 
GE General Electric Company
-2.5%
-$52.41 
AAPL Apple Inc.
-2.48%
-$162,374.88 
DELL Dell Technologies Inc.
-2.47%
-$120,010.38 
WY Weyerhaeuser Company
-2.39%
-$1,246.05 
APO Apollo Global Management, Inc.
-2.3%
-$29,566.98 
NFLX Netflix, Inc.
-2.2%
-$27,439.04 
MRK Merck & Co., Inc.
-2.17%
-$80,139.36 
LRCX Lam Research Corporation
-2.15%
-$53,395.82 
HD The Home Depot, Inc.
-2.06%
-$699 
OC Owens Corning
-2.02%
-$1,302.1 
RKLB Rocket Lab Corporation
-2.01%
-$3,025.78 
SQ Block, Inc.
-1.94%
-$237 
IBRX ImmunityBio, Inc.
-1.89%
-$16.96 
CAT Caterpillar Inc.
-1.88%
-$81,508.32 
BA Boeing Company
-1.8%
-$935.55 
PFG Principal Financial Group, Inc.
-1.77%
-$824.16 
UNP Union Pacific Corporation
-1.77%
-$73,708.02 
ITRI Itron Inc.
-1.73%
-$149 
CL Colgate-Palmolive Company
-1.72%
-$659.2 
COLB Columbia Banking System, Inc.
-1.69%
-$12,994.24 
PLD Prologis Inc.
-1.65%
-$671.84 
ECL Ecolab Inc.
-1.62%
-$795.6 
JNJ Johnson & Johnson
-1.55%
-$431.75 
DIS The Walt Disney Company
-1.54%
-$87 
SAN Banco Santander S.A. Sponsored ADR
-1.51%
-$926.8 
F Ford Motor Company
-1.51%
-$70.73 
DHC Diversified Healthcare Trust
-1.31%
-$2,141.28 
DGX Quest Diagnostics Inc.
-1.3%
-$517.86 
GLV Clough Global Dividend and Income Fund
-1.24%
-$24 
NKE Nike, Inc. - Class B
-1.23%
-$341.82 
CROX Crocs, Inc.
-1.16%
-$4.77 
RIVN Rivian Automotive, Inc.
-1.15%
-$1,405 
NEE NextEra Energy, Inc.
-1.09%
-$777.94 
NLY Annaly Capital Management, Inc.
-1.09%
-$1,508.21 
PFE Pfizer Inc.
-1.06%
-$265 
SLX VanEck Steel ETF
-1.04%
-$14.56 
MEDP Medpace Holdings Inc.
-0.99%
-$799.5 
GILD Gilead Sciences Inc.
-0.98%
-$15,990.4 
PG Procter & Gamble Co
-0.98%
-$92.3 
BANR Banner Corporation
-0.97%
-$1,333.19 
IYH iShares U.S. Healthcare ETF
-0.94%
-$7.62 
PCAR PACCAR Inc.
-0.94%
-$198.24 
ES Eversource Energy
-0.9%
-$536 
PSA Public Storage Common Stock
-0.89%
-$31,843.44 
COST Costco Wholesale Corporation
-0.88%
-$32,650.2 
DOC Healthpeak Properties, Inc.
-0.82%
-$148 
JPM JPMorgan Chase & Co.
-0.82%
-$28,444.05 
CRSP Crispr Therapeutics AG
-0.82%
-$27.3 
SBUX Starbucks Corporation
-0.81%
-$31,298.84 
CMI Cummins Inc.
-0.8%
-$336.05 
ICLN iShares Global Clean Energy ETF
-0.79%
-$1,182.91 
URA Global X Uranium ETF
-0.79%
-$163.18 
ABNB Airbnb, Inc.
-0.77%
-$168 
BBAI BigBear.ai Holdings Inc.
-0.7%
-$50 
UBER Uber Technologies, Inc.
-0.68%
-$169.05 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.66%
-$1,283.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.64%
-$6.66 
TROW T. Rowe Price Group, Inc.
-0.64%
-$32.25 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$7.58 
VNQ Vanguard Real Estate ETF
-0.63%
-$6.93 
VPU Vanguard Utilities ETF
-0.62%
-$38.56 
VYMI Vanguard International High Dividend Yield Index Fund
-0.61%
-$9.84 
BMY Bristol-Myers Squibb Company
-0.61%
-$59.2 
AOA iShares Core Aggressive Allocation ETF
-0.57%
-$2,089.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$103,560.8 
UHT Universal Health Realty Income Trust
-0.56%
-$49 
EXR Extra Space Storage Inc.
-0.55%
-$44.55 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.54%
-$717.88 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$6.4 
AFL Aflac Inc.
-0.5%
-$18,164.37 
CHD Church & Dwight Co., Inc.
-0.47%
-$9.2 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.43%
-$10,495.82 
GNRC Generac Holdings Inc.
-0.41%
-$130.24 
HDV iShares Core High Dividend ETF
-0.35%
-$8.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.32%
-$1,054.62 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.32%
-$3.85 
FDRV Fidelity Electric Vehicles and Future Transportation ETF
-0.31%
-$28.25 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.3%
-$102.5 
COF Capital One Financial Corporation
-0.3%
-$93 
VZ Verizon Communications Inc.
-0.3%
-$10,411.44 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$43,371.74 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$0.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$6.75 
ACWI iShares MSCI ACWI ETF
-0.27%
-$22.26 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.27%
-$355.25 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.26%
-$65 
NAD Nuveen Quality Municipal Income Fund
-0.25%
-$860.67 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$316.68 
AAAU Goldman Sachs Physical Gold ETF
-0.24%
-$9.31 
GLD SPDR Gold Shares
-0.24%
-$10,953.17 
IAU iShares Gold Trust
-0.23%
-$761.25 
BNDW Vanguard Total World Bond ETF
-0.23%
-$1,479.01 
WM Waste Management, Inc.
-0.23%
-$13.5 
BNDX Vanguard Total International Bond ETF
-0.22%
-$18,174.56 
VTHR Vanguard Russell 3000 ETF
-0.22%
-$9.36 
CRWD CrowdStrike Holdings, Inc.
-0.21%
-$48.16 
IEI iShares 3-7 Year Treasury Bond ETF
-0.21%
-$30,999.85 
ATAI AtaiBeckley Inc.
-0.21%
-$150 
IONQ IonQ, Inc.
-0.16%
-$22.55 
MUB iShares National Muni Bond ETF
-0.15%
-$177.04 
IWV ISHARES RUSSELL 3000 ETF
-0.15%
-$154.7 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.15%
-$189.75 
EAOA iShares ESG Aware Aggressive Allocation ETF
-0.14%
-$74.97 
TGT Target Corporation
-0.14%
-$39 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.13%
-$150.36 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$139.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$7.8 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$15.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$2,697.14 
VOO Vanguard S&P 500 ETF
-0.1%
-$3.9 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.08%
-$58.42 
NZF Nuveen Municipal Credit Income Fund
-0.08%
-$695.91 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.04%
-$1.54 
A Agilent Technologies Inc.
-0.04%
-$22.5 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$17.5 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$0.05 Events
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Dividends
Dividend Analysis
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| Trades 1975 | Longs Won 1065/1975 53% | Profit Factor 2.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,912.16 |
| Average Win $56,655.57 | Best Trade (Jul 22) $5.13M | Sharpe Ratio -685.89 |
| Average Loss -$26,778.59 | Worst Trade (Dec 31) -$1.39M | Z-Score 2.4 (98.38%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $18,212.49 |
| 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 | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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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FAQ
Which stocks have generated the highest profits for Jennifer Carlson?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $2.43M, Alphabet Inc - $2.2M, Vanguard Total Bond Market Index Fund - $1.47M, BlackRock New York Municipal Income Trust - $1.36M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.34M. 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: Adobe Inc - $1.39M, iShares Core U.S. Aggregate Bond ETF - $1.31M, Enphase Energy, Inc - $1.28M, The Walt Disney Company - $1.21M, and American Water Works Company, Inc - $1.03M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Carlson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.48M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.47M, iShares 3-7 Year Treasury Bond ETF - $1.45M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.24M, Vanguard Total International Bond ETF - $1.16M, and Verizon Communications Inc - $824,327.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Carlson's monthly returns?
Jennifer Carlson'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 Jennifer Carlson's strategy be considered aggressive or moderate?
Jennifer Carlson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jennifer Carlson's strategy?
Jennifer Carlson's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
