JC
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:
32.68%
Gain +1.36%
Monthly
0.34%
Yearly
4.14%
Drawdown
14.01%
$176.69M
Equity
Holdings
$176.69M
Investment
$139.8M
$35.55M
Profit +$2.73M
Realized
-$1.33M
Unrealized
$36.88M
Dividends
$14.33M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.36%
Profit
$2.73M
Win %
71%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.05M
Win %
71%
This Month
Compared to last month
Gain
-1.53%
Profit
-$2.74M
Win %
71%
This Year
Compared to last year
Gain
7.54%
Profit
$12.38M
Win %
69%
LRCX Lam Research Corporation
+12.83%
+$327,515.6 
ALK Alaska Air Group Inc.
+11.54%
+$2,260.7 
MU Micron Technology, Inc.
+11.38%
+$10,149.5 
AEHR Aehr Test Systems
+10.44%
+$9,746.4 
INTC Intel Corporation
+9.42%
+$3,528 
RKLB Rocket Lab Corporation
+9.27%
+$21,671.49 
LCID Lucid Group, Inc.
+8.94%
+$2.94 
ENPH Enphase Energy, Inc.
+8.5%
+$4,730 
SOXX iShares Semiconductor ETF
+8.41%
+$5,007.2 
BROS Dutch Bros Inc.
+7.91%
+$3,844.62 
GNRC Generac Holdings Inc.
+7.64%
+$2,702.48 
RKT Rocket Companies, Inc. Class A
+7.18%
+$70,875.9 
OKLO Oklo Inc.
+6.91%
+$186.5 
SMH VanEck Semiconductor ETF
+6.87%
+$588.15 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$1,235.64 
CORT Corcept Therapeutics Incorporated
+6.8%
+$5,310 
HON Honeywell International Inc.
+6.47%
+$1,332 
PSLV Sprott Physical Silver Trust
+6.46%
+$647.5 
BA Boeing Company
+5.81%
+$2,951.24 
DELL Dell Technologies Inc.
+5.8%
+$263,458.37 
URA Global X Uranium ETF
+5.74%
+$1,300.05 
SLV iShares Silver Trust
+5.66%
+$26.12 
OC Owens Corning
+5.65%
+$2,918.5 
JOBY Joby Aviation, Inc.
+5.53%
+$147 
SAN Banco Santander S.A. Sponsored ADR
+5.41%
+$2,916.05 
BITU ProShares Ultra Bitcoin ETF
+5.4%
+$19.8 
BMNR Bitmine Immersion Technologies, Inc.
+5.24%
+$191.88 
RIVN Rivian Automotive, Inc.
+5.22%
+$5,409.25 
PWR Quanta Services Inc.
+5.06%
+$113,610.06 
UPS United Parcel Service, Inc.
+5.05%
+$365.05 
AIPO Defiance AI & Power Infrastructure ETF
+4.93%
+$29 
ACHR Archer Aviation Inc.
+4.85%
+$872.2 
RMBS Rambus Inc.
+4.78%
+$104,094.96 
GEV GE Vernova Inc.
+4.73%
+$41.01 
CAT Caterpillar Inc.
+4.73%
+$199,022.74 
SLX VanEck Steel ETF
+4.6%
+$67.06 
TSLA Tesla, Inc.
+4.58%
+$7,213.04 
PRTA Prothena Corporation plc
+4.55%
+$36 
ICLN iShares Global Clean Energy ETF
+4.46%
+$7,219.83 
FTNT Fortinet Inc.
+4.43%
+$899.36 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.38%
+$4,088.18 
NKE Nike, Inc. - Class B
+4.36%
+$1,212.19 
COIN Coinbase Global, Inc.
+4.21%
+$1,654.95 
GE General Electric Company
+4.17%
+$79.68 
FDRV Fidelity Electric Vehicles and Future Transportation ETF
+4.1%
+$385 
GILD Gilead Sciences Inc.
+3.77%
+$55,692.8 
CMI Cummins Inc.
+3.66%
+$1,498.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$651,138.53 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.64%
+$4,835.56 
SBUX Starbucks Corporation
+3.6%
+$129,380.67 
TGT Target Corporation
+3.51%
+$899 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$1,207.17 
IBRX ImmunityBio, Inc.
+3.37%
+$27.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$10,702.44 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.25%
+$6,142.19 
CROX Crocs, Inc.
+3.21%
+$11.73 
GLD SPDR Gold Shares
+3.21%
+$151,143.08 
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$2,793.78 
AAAU Goldman Sachs Physical Gold ETF
+3.17%
+$124.95 
PCAR PACCAR Inc.
+3.16%
+$604.8 
GLDM SPDR Gold MiniShares Trust
+3.13%
+$4,108.72 
IAU iShares Gold Trust
+3.12%
+$10,418.25 
VIV Telefonica Brasil S.A. ADR
+3%
+$57.75 
NLY Annaly Capital Management, Inc.
+2.94%
+$3,790.08 
ECL Ecolab Inc.
+2.76%
+$1,276.2 
IBIT iShares Bitcoin Trust
+2.75%
+$24,942.3 
IONQ IonQ, Inc.
+2.67%
+$619.1 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$30.4 
BBAI BigBear.ai Holdings Inc.
+2.61%
+$262.5 
ONON On Holding AG
+2.54%
+$144.75 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$29.2 
COF Capital One Financial Corporation
+2.45%
+$652.5 
HD The Home Depot, Inc.
+2.42%
+$773.5 
BMY Bristol-Myers Squibb Company
+2.41%
+$214.4 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$1,502.4 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$179,946.76 
ACWI iShares MSCI ACWI ETF
+2.37%
+$190.8 
NVDA NVIDIA Corporation
+2.33%
+$53,834.1 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$36.32 
PFE Pfizer Inc.
+2.29%
+$585 
LULU lululemon athletica inc.
+2.18%
+$534.57 
EAOA iShares ESG Aware Aggressive Allocation ETF
+2.14%
+$1,104.26 
MEDP Medpace Holdings Inc.
+2.08%
+$1,456.5 
SHOP Shopify Inc.
+2.08%
+$371.25 
EBS Emergent BioSolutions Inc.
+2.06%
+$17 
DIS The Walt Disney Company
+1.92%
+$109.91 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.9%
+$49.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$135 
GBCI Glacier Bancorp Inc.
+1.88%
+$769.5 
AOA iShares Core Aggressive Allocation ETF
+1.85%
+$6,624.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$18.48 
VTHR Vanguard Russell 3000 ETF
+1.81%
+$75.4 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$1,771.91 
CRSP Crispr Therapeutics AG
+1.8%
+$62.3 
VOO Vanguard S&P 500 ETF
+1.77%
+$70.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$47,913.81 
IHAK iShares Cybersecurity and Tech ETF
+1.76%
+$100.88 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$248 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.64%
+$555 
GLV Clough Global Dividend and Income Fund
+1.59%
+$30 
ATAI AtaiBeckley Inc.
+1.59%
+$600 
COLB Columbia Banking System, Inc.
+1.57%
+$11,021.9 
AMZN Amazon.com Inc
+1.54%
+$33,229.14 
TROW T. Rowe Price Group, Inc.
+1.53%
+$70.09 
JPM JPMorgan Chase & Co.
+1.53%
+$48,222.25 
MRK Merck & Co., Inc.
+1.45%
+$50,232.4 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.44%
+$15.75 
ITRI Itron Inc.
+1.3%
+$104 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$14.9 
TOST Toast Inc.
+1.28%
+$128.65 
UBER Uber Technologies, Inc.
+1.25%
+$296.7 
ABNB Airbnb, Inc.
+1.24%
+$240 
AAPL Apple Inc.
+1.19%
+$68,410.04 
PYPL PayPal Holdings Inc
+1.18%
+$72 
GEHC GE HealthCare Technologies Inc.
+1.15%
+$1.47 
PLD Prologis Inc.
+1.12%
+$446.08 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.1%
+$38.5 
IBM International Business Machines Corporation
+1.05%
+$1,430.01 
MMM 3M Company
+0.94%
+$104.37 
IYH iShares U.S. Healthcare ETF
+0.93%
+$7.14 
VOX Vanguard Communication Services ETF
+0.82%
+$13.68 
NAD Nuveen Quality Municipal Income Fund
+0.8%
+$2,725.45 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$57.58 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.8%
+$902.16 
FFIV F5 Inc.
+0.79%
+$310 
GOOG Alphabet Inc
+0.76%
+$26,238.16 
PSA Public Storage Common Stock
+0.76%
+$27,665.4 
IPST Heritage Distilling Holding Company, Inc.
+0.75%
+$0.03 
WY Weyerhaeuser Company
+0.72%
+$372.75 
EXR Extra Space Storage Inc.
+0.63%
+$51.7 
BNDW Vanguard Total World Bond ETF
+0.6%
+$3,864.51 
BNDX Vanguard Total International Bond ETF
+0.59%
+$49,330.93 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$781.55 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$14.12 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$145 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$83,717.54 
UNP Union Pacific Corporation
+0.56%
+$20,842.54 
NZF Nuveen Municipal Credit Income Fund
+0.55%
+$4,871.37 
BANR Banner Corporation
+0.53%
+$686.22 
RDDT Reddit Inc Class A
+0.51%
+$174 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$1,174.14 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$63,619.28 
VZ Verizon Communications Inc.
+0.41%
+$15,216.72 
SFL SFL Corporation Ltd.
+0.4%
+$9 
TMUS T-Mobile US, Inc.
+0.36%
+$5,121.48 
CUBE CubeSmart
+0.36%
+$30 
GOOGL Alphabet Inc
+0.35%
+$1,040 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$396.61 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.32%
+$222.25 
FOX Fox Corporation Class B Common Stock
+0.29%
+$3.6 
PFG Principal Financial Group, Inc.
+0.28%
+$126.48 
AES AES Corporation
+0.24%
+$7,985.49 
MUB iShares National Muni Bond ETF
+0.23%
+$268.25 
VPU Vanguard Utilities ETF
+0.19%
+$11.84 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.12%
+$3.07 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.07%
+$37.5 
DOC Healthpeak Properties, Inc.
+0.07%
+$12 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$1,580.27 
EFT Eaton Vance Floating-Rate Income Trust
+0.05%
+$14.27 
JNJ Johnson & Johnson
+0.05%
+$12.1 
SHV iShares Short Treasury Bond ETF
+0.01%
+$20.39 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$0.07 
LAC
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
SABA
0%
$0 
SIRO Sirona Dental Systems, Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
VCRM
0%
$0 
ORCL Oracle Corporation
-8.32%
-$8,035.2 
DVN Devon Energy Corporation
-4.18%
-$74,569.95 
SPOT Spotify Technology S.A.
-3.23%
-$16.26 
XOM Exxon Mobil Corporation
-2.71%
-$285.95 
OVV Ovintiv Inc.
-2.55%
-$159.84 
WM Waste Management, Inc.
-2.38%
-$133.25 
A Agilent Technologies Inc.
-1.85%
-$997.96 
MSFT Microsoft Corp.
-1.81%
-$73,294.76 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.67%
-$787.5 
KMI Kinder Morgan, Inc.
-1.38%
-$49,314.32 
KO The Coca-Cola Company
-1.16%
-$42,931.23 
VEEV Veeva Systems Inc.
-1.14%
-$12,238.73 
V Visa Inc. Class A
-1.13%
-$17,191.45 
NFLX Netflix, Inc.
-0.96%
-$14,261.08 
CHD Church & Dwight Co., Inc.
-0.92%
-$18 
ES Eversource Energy
-0.9%
-$496 
CNI Canadian National Railway Company
-0.82%
-$156.8 
COST Costco Wholesale Corporation
-0.75%
-$29,224.8 
SCHW Charles Schwab Corporation
-0.73%
-$390 
AFL Aflac Inc.
-0.68%
-$22,959.77 
CL Colgate-Palmolive Company
-0.57%
-$210.12 
WMB The Williams Companies, Inc.
-0.57%
-$246 
PDT John Hancock Premium Dividend Fund
-0.47%
-$26.94 
PG Procter & Gamble Co
-0.41%
-$38.75 
META Meta Platforms Inc Class A
-0.4%
-$6,047.84 
NAT Nordic American Tankers Ltd.
-0.39%
-$254 
DHC Diversified Healthcare Trust
-0.34%
-$535.32 
UHT Universal Health Realty Income Trust
-0.3%
-$24 
AXON Axon Enterprise, Inc.
-0.28%
-$125.5 
FISV Fiserv, Inc.
-0.21%
-$12.76 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.12%
-$2,862.49 
DGX Quest Diagnostics Inc.
-0.11%
-$41.58 
NEE NextEra Energy, Inc.
-0.09%
-$60.15 
HDV iShares Core High Dividend ETF
-0.05%
-$1.35 
VNQ Vanguard Real Estate ETF
-0.03%
-$0.28 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$618.21 Events
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Dividends
Dividend Analysis
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| Trades 1974 | Longs Won 1067/1974 54% | Profit Factor 2.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,843.94 |
| Average Win $55,128.65 | Best Trade (Jun 11) $5.27M | Sharpe Ratio -38.99 |
| Average Loss -$25,655.88 | Worst Trade (Dec 31) -$1.39M | Z-Score 3.49 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $18,010.32 |
| 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 | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
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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