Jennifer Easley Portfolio

Invests via Gitterman Wealth Management LLC | Managed by Perigon Wealth Management LLC

Invests via Gitterman Wealth Management LLC

Managed by Perigon Wealth Management LLC

Automatically Tracked

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Jennifer Easley Profile

Jennifer Easley has established herself as a notable force in the world of finance through her multifaceted career. With a background in investment banking, she has seamlessly transitioned into roles that blend entrepreneurial vigor and operational acumen. Jennifer’s leadership is marked by her ability to drive innovative initiatives and spearhead growth strategies within organizations she collaborates with. Her extensive experience not only covers capital markets but also spans strategic advisory capacities that enhance market positioning for diverse clients. As an influential voice, she continuously navigates the complexities of today’s financial landscape, leveraging insights to foster transformative outcomes.

Investment Philosophy & Strategy

Jennifer Easley embodies a growth-oriented investment philosophy shaped by her extensive operational expertise and entrepreneurial spirit. Her decisions reflect a keen understanding of market dynamics, prioritizing innovative approaches to capitalize on emerging opportunities. In collaboration with diverse organizations, she focuses on enhancing competitive positioning through strategic initiatives that drive sustainable development. By fostering adaptive strategies, she continuously seeks avenues for expansion and optimization in various sectors. This proactive mindset positions her not just as an investor but as a transformative leader within the financial landscape.

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:

21.43%

Gain +1.38%

Monthly

0.32%

Yearly

3.94%

Drawdown

12.29%

$466.67M

Equity

Holdings

$466.67M

Investment

$383.61M

$89.84M

Profit +$7.09M

Realized

$6.78M

Unrealized

$83.06M

Dividends

$28.04M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.38%

Profit

$7.09M

Win %

62%

This Week

Compared To Last Week

Gain

-0.95%

Profit

-$4.49M

Win %

62%

This Month

Compared to last month

Gain

-1.61%

Profit

-$7.63M

Win %

62%

This Year

Compared to last year

Gain

4.68%

Profit

$20.85M

Win %

62%

Gainers
Losers

FIX Comfort Systems USA, Inc.

+7.22%

+$46,548.75

SMH VanEck Semiconductor ETF

+6.78%

+$56,308.5

SWIM Latham Group, Inc.

+6.75%

+$26,204.04

HON Honeywell International Inc.

+6.43%

+$52,819.13

AAON Aaon Inc.

+6.21%

+$68,236.48

URNM Sprott Uranium Miners ETF

+5.62%

+$13,574.33

HSBC HSBC Holdings plc Sponsored ADR

+5.32%

+$24,539.64

MOD Modine Manufacturing Company

+5.21%

+$24,721.1

ADI Analog Devices, Inc.

+4.95%

+$22,134.09

TSLA Tesla, Inc.

+4.63%

+$17,157.57

GEV GE Vernova Inc.

+4.58%

+$16,425.44

LMT Lockheed Martin Corporation

+4.57%

+$10,607.99

GE General Electric Company

+4.43%

+$16,336.85

GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

+4.34%

+$1.9M

WMS Advanced Drainage Systems, Inc.

+4.29%

+$22,921.5

MAS Masco Corporation

+4.11%

+$11,244.24

NVS Novartis AG Sponsored ADR

+3.92%

+$20,938.63

IR Ingersoll Rand Inc.

+3.85%

+$7,645.44

J Jacobs Solutions Inc.

+3.75%

+$14,199.84

PRM Perimeter Solutions Inc.

+3.67%

+$12,826.56

AVGO Broadcom Inc.

+3.47%

+$21,775.18

GS The Goldman Sachs Group, Inc.

+3.43%

+$15,846.61

QQQ Invesco QQQ Trust, Series 1

+3.28%

+$18,055.56

VMI Valmont Industries, Inc.

+3.17%

+$14,403.36

GLD SPDR Gold Shares

+3.1%

+$909,013.91

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+3.01%

+$22,453.44

IEFA iShares Core MSCI EAFE ETF

+2.99%

+$8,386.52

MS Morgan Stanley

+2.91%

+$14,237.3

TTEK Tetra Tech, Inc.

+2.84%

+$23,262.47

HEFA iShares Currency Hedged MSCI EAFE ETF

+2.78%

+$548,881.04

VMC Vulcan Materials Company

+2.77%

+$10,283.1

NVO Novo Nordisk A/S Sponsored ADR

+2.71%

+$18,691.08

FBTC Fidelity Wise Origin Bitcoin Index Fund

+2.69%

+$8,504.25

CIBR First Trust NASDAQ Cybersecurity ETF

+2.67%

+$8,644.68

WIT Wipro Limited American Depositary Receipt

+2.62%

+$2,949.76

KB KB Financial Group Inc. - Depositary Receipt (Common Stock)

+2.59%

+$9,114.12

ECL Ecolab Inc.

+2.57%

+$5,794.8

AOS A. O. Smith Corporation

+2.54%

+$4,708.38

CSCO Cisco Systems, Inc.

+2.53%

+$9,701.23

COF Capital One Financial Corporation

+2.44%

+$4,283.58

HD The Home Depot, Inc.

+2.26%

+$8,810.61

NVDA NVIDIA Corporation

+2.17%

+$35,813.04

LLY Eli Lilly and Company

+2.13%

+$10,555.56

SBS Companhia de Saneamento Básico do Estado de São Paulo ADR

+2.05%

+$21,062.25

SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt

+1.93%

+$5,184.44

IHG Intercontinental Hotels Group PLC ADR

+1.92%

+$7,502

NOC Northrop Grumman Corporation

+1.9%

+$19,176.6

TFC Truist Financial Corporation

+1.84%

+$4,709.51

VTI VANGUARD TOTAL STOCK MKT ETF

+1.83%

+$106,070.55

LNN Lindsay Corporation

+1.82%

+$5,094.25

XYL Xylem Inc.

+1.79%

+$13,422.72

VUG Vanguard Growth ETF

+1.78%

+$4,130.28

VV Vanguard Large-Cap Index Fund ETF Shares

+1.77%

+$5,103.49

VOO Vanguard S&P 500 ETF

+1.72%

+$1.12M

IVV iShares Core S&P 500 ETF

+1.72%

+$92,034.67

PNR Pentair plc

+1.67%

+$9,354.59

AXP American Express Company

+1.64%

+$5,979.15

IWF iShares Russell 1000 Growth ETF

+1.57%

+$15,916.94

DE Deere & Company

+1.53%

+$8,193.91

CIG Companhia Energética de Minas Gerais S.A. ADR

+1.46%

+$4,840.2

AMZN Amazon.com Inc

+1.45%

+$16,977.45

QLTY GMO U.S. Quality ETF

+1.41%

+$925,304.94

NGG National Grid plc Sponsored ADR

+1.41%

+$5,109.86

JPM JPMorgan Chase & Co.

+1.4%

+$11,352.93

AAPL Apple Inc.

+1.39%

+$146,699.1

UBER Uber Technologies, Inc.

+1.37%

+$2,350

CNM Core & Main Inc.

+1.25%

+$8,332.18

STN Stantec Inc.

+0.95%

+$4,689.96

PHO Invesco Water Resources ETF

+0.94%

+$228,731.64

GOOG Alphabet Inc

+0.91%

+$19,460.69

IBM International Business Machines Corporation

+0.91%

+$6,678.67

MCD McDonald's Corporation

+0.83%

+$2,300.66

RY Royal Bank of Canada

+0.77%

+$3,167.68

DVY iShares Select Dividend ETF

+0.59%

+$1,316.52

NUBD Nuveen ESG U.S. Aggregate Bond ETF

+0.57%

+$4,594.12

VGIT Vanguard Intermediate-Term Treasury Fund

+0.51%

+$420,336.6

EQIX Equinix, Inc.

+0.47%

+$1,707.2

WTTR Select Water Solutions Inc.

+0.43%

+$3,469.92

GOOGL Alphabet Inc

+0.42%

+$14,595.68

SKM SK Telecom Co., Ltd.

+0.34%

+$1,556.23

RDY Dr. Reddy's Laboratories Ltd.

+0.34%

+$788.04

BRK-B Berkshire Hathaway Inc.

+0.29%

+$2,013.56

KKR KKR & Co. Inc.

+0.28%

+$958.77

TBIL US Treasury 3 Month Bill ETF

+0.01%

+$92.84

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$2,124.78

LEN

TEF Telefonica SA

VLTO Veralto Corporation

ORCL Oracle Corporation

-8.58%

-$22,364.64

SAP SAP SE Sponsored ADR

-3.84%

-$8,907.48

XOM Exxon Mobil Corporation

-2.68%

-$39,715.65

BG Bunge Global S.A.

-2.29%

-$8,646.43

AWR American States Water Co.

-2.17%

-$9,581.2

CVX Chevron Corporation

-2.1%

-$5,735.18

CHKP Check Point Software Technologies Ltd.

-2.04%

-$4,106.86

HTO SJW Group

-1.92%

-$10,479.51

YORW The York Water Company

-1.92%

-$4,893.46

SBAC SBA Communications Corporation

-1.78%

-$5,863.41

MSFT Microsoft Corp.

-1.77%

-$93,295.8

AMT American Tower Corporation

-1.69%

-$4,663.06

AWK American Water Works Company, Inc.

-1.6%

-$13,321.9

DHR Danaher Corporation

-1.54%

-$2,873.58

ROL Rollins, Inc.

-1.53%

-$2,914.89

CWT California Water Service Group

-1.5%

-$7,111.14

ARTNA Artesian Resources Corporation Class A Common Stock

-1.3%

-$3,067.62

PM Philip Morris International Inc.

-1.27%

-$2,889.2

V Visa Inc. Class A

-1.21%

-$3,279.89

WTRG Essential Utilities Inc.

-1.17%

-$10,530.52

FSV FirstService Corporation

-1.03%

-$2,521.05

GWRS Global Water Resources Inc.

-0.99%

-$2,210.88

COST Costco Wholesale Corporation

-0.82%

-$3,044.79

ED Consolidated Edison, Inc.

-0.7%

-$3,794.63

MA Mastercard Incorporated

-0.54%

-$1,338.48

UNH UnitedHealth Group Incorporated

-0.54%

-$6,341.59

ORI Old Republic International Corp.

-0.49%

-$1,386.81

META Meta Platforms Inc Class A

-0.45%

-$2,048.67

PG Procter & Gamble Co

-0.45%

-$2,513.18

PEP PepsiCo, Inc.

-0.44%

-$1,435.16

NEE NextEra Energy, Inc.

-0.39%

-$9,542.61

AON Aon plc

-0.37%

-$765.06

AXON Axon Enterprise, Inc.

-0.31%

-$426.73

ORA Ormat Technologies Inc.

-0.19%

-$978.12

PSO Pearson plc Sponsored ADR

-0.13%

-$328.98

CWCO Consolidated Water Co. Ltd.

-0.1%

-$249.6

WMT Walmart Inc.

-0.09%

-$467.39

BRK-A Berkshire Hathaway Inc.

-0.07%

-$495

JNJ Johnson & Johnson

-0.05%

-$1,599.21

VZ Verizon Communications Inc.

-0.04%

-$137.66

Events

Dividends

Dividend Analysis

No Data

Trades 1804	Longs Won 826/1804 45%	Profit Factor 6.3
Profitability	Shorts Won 0/0 0%	Standard Deviation $660,121.99
Average Win $129,292.98	Best Trade (Jun 11) $15.74M	Sharpe Ratio -14.45
Average Loss -$17,341.02	Worst Trade (Mar 31) -$3.12M	Z-Score -9.87 (100%)
Commissions $0	Avg. Trade Length 1y 1m 3w 1d	Expectancy $49,798.49

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	27,027	24,324	21,622	18,919	16,216	13,514	10,811	8,108	5,405	2,703

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Returns

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Holdings
History

Positions (128)
Options (0)

Option values are updated at end of day.

No Data

Trades (1305)
Options (0)

No Data

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Jennifer Easley Portfolio

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