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
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.
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.
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:
42.76%
Gain +0.26%
Monthly
0.47%
Yearly
5.84%
Drawdown
12.11%
$468.23M
Equity
Holdings
$468.23M
Investment
$383.31M
$93.08M
Profit +$1.01M
Realized
$8.16M
Unrealized
$84.92M
Dividends
$30.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$1.01M
Win %
66%
This Week
Compared To Last Week
Gain
0.22%
Profit
$1.01M
Win %
66%
This Month
Compared to last month
Gain
0.32%
Profit
$1.48M
Win %
66%
This Year
Compared to last year
Gain
5.16%
Profit
$22.96M
Win %
66%
FIX Comfort Systems USA Inc.
+7.26%
+$31,593.75 
TSLA Tesla, Inc.
+5.75%
+$20,798.82 
GEV GE Vernova Inc.
+5.6%
+$18,894.96 
ADI Analog Devices, Inc.
+4.54%
+$20,222.25 
LMT Lockheed Martin Corporation
+4.48%
+$11,967.15 
RDY Dr. Reddy's Laboratories Ltd. ADR
+3.94%
+$9,106.24 
IHG InterContinental Hotels Group PLC ADR
+3.44%
+$13,503.62 
CSCO Cisco Systems, Inc.
+3.39%
+$11,651.15 
SMH VanEck Semiconductor ETF
+3.13%
+$23,978.39 
WTTR Select Water Solutions Inc. Class A
+2.87%
+$22,554.48 
AAON AAON, Inc.
+2.86%
+$17,875.78 
AVGO Broadcom Inc.
+2.73%
+$14,795.34 
MS Morgan Stanley Common Stock
+2.72%
+$11,553 
NVDA NVIDIA Corporation
+2.59%
+$44,807.29 
NOC Northrop Grumman Corporation
+2.54%
+$26,021.4 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.27%
+$9,365.07 
GS The Goldman Sachs Group, Inc.
+2.24%
+$9,069.06 
IR Ingersoll Rand Inc.
+1.86%
+$3,843.84 
URNM Sprott Uranium Miners ETF
+1.63%
+$3,193.96 
NVS Novartis AG Sponsored ADR
+1.5%
+$8,187.89 
PRM Perimeter Solutions, Inc.
+1.29%
+$3,723.84 
J Jacobs Solutions Inc.
+1.28%
+$5,792.05 
MSFT Microsoft Corporation Common Stock
+1.27%
+$88,843.52 
TFC Truist Financial Corporation
+1.25%
+$3,113.93 
QQQ Invesco QQQ Trust, Series 1
+1.19%
+$6,657.67 
IWF iShares Russell 1000 Growth ETF
+1.17%
+$11,821.6 
GE General Electric Company
+1.14%
+$3,760.24 
CNM Core & Main Inc.
+1.08%
+$6,114.74 
JPM JPMorgan Chase & Co.
+1.07%
+$9,355.71 
BRK-B Berkshire Hathaway Inc.
+1.06%
+$8,118.05 
AOS A. O. Smith Corporation
+1.03%
+$2,054.86 
BRK-A Berkshire Hathaway Inc.
+0.95%
+$7,745.71 
VUG Vanguard Morningstar Growth ETF
+0.93%
+$2,231.46 
PM Philip Morris International Inc.
+0.92%
+$2,269.2 
TTEK Tetra Tech Inc.
+0.86%
+$9,667.52 
EQIX Equinix, Inc.
+0.85%
+$2,861.75 
WMS Advanced Drainage Systems, Inc.
+0.82%
+$4,419.14 
JNJ Johnson & Johnson
+0.82%
+$30,034.8 
LNN Lindsay Corporation
+0.81%
+$2,124.68 
AXON Axon Enterprise, Inc.
+0.75%
+$970.12 
RY Royal Bank of Canada
+0.75%
+$3,146.84 
HSBC HSBC Holdings plc Sponsored ADR
+0.74%
+$3,589.86 
MCD McDonald's Corporation
+0.74%
+$1,796.46 
CHKP Check Point Software Technologies Ltd.
+0.73%
+$1,845.69 
VV Vanguard Morningstar Large-Cap ETF
+0.72%
+$2,188.45 
IVV iShares Core S&P 500 ETF
+0.71%
+$40,136.46 
VTI Vanguard Total Stock Market ETF
+0.7%
+$42,590.06 
VOO Vanguard S&P 500 ETF
+0.7%
+$477,839.25 
PNR Pentair plc
+0.65%
+$2,829.96 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.63%
+$128,367.34 
SWIM Latham Group, Inc.
+0.6%
+$2,911.56 
KKR Korro Bio, Inc.
+0.57%
+$1,864.28 
XOM ExxonMobil Holdings Corporation
+0.53%
+$9,608.53 
AXP American Express Company
+0.51%
+$1,845.99 
COF Capital One Financial Corp.
+0.45%
+$898.17 
DHR Danaher Corp.
+0.45%
+$1,054.66 
PHO Invesco Water Resources ETF
+0.4%
+$105,142.77 
YORW York Water Co.
+0.38%
+$1,012.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.37%
+$143,480.68 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$1,004.02 
SBAC SBA Communications Corporation
+0.28%
+$826.28 
AMZN Amazon.com Inc
+0.28%
+$3,420.09 
ECL Ecolab Inc.
+0.28%
+$706.79 
ORCL Oracle Corporation
+0.27%
+$433.82 
QLTY GMO U.S. Quality ETF
+0.27%
+$186,684.33 
PSO Pearson plc Sponsored ADR
+0.22%
+$657.96 
GLD SPDR Gold Shares
+0.22%
+$62,610.38 
FSV FirstService Corporation
+0.2%
+$480.2 
ORA Ormat Technologies, Inc.
+0.18%
+$590.57 
NEE NextEra Energy Inc.
+0.16%
+$3,759.27 
LLY Eli Lilly and Company
+0.16%
+$872.02 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.07%
+$551.29 
NGG National Grid plc Sponsored ADR
+0.06%
+$226.1 
WMT Walmart Inc.
+0.03%
+$148.72 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$6,374.35 
TBIL F/m US Treasury 3 Month Bill Fund
+0.01%
+$92.84 
AWR American States Water Company
0%
$0 
TEF Telefonica SA
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP ADR
-26.95%
-$330,294.37 
CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR
-17.17%
-$63,729.3 
VZ Verizon Communications Inc.
-3.42%
-$10,496.58 
UNH UnitedHealth Group Inc.
-2.15%
-$26,180.99 
META Meta Platforms Inc Class A
-1.98%
-$10,069.43 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.73%
-$7,155.3 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.64%
-$4,536.39 
CWCO Consolidated Water Co. Ltd.
-1.56%
-$3,619.2 
MA Mastercard Inc. Class A Common Stock
-1.51%
-$4,765.79 
KB KB Financial Group Inc. ADR
-1.43%
-$5,726.88 
WIT Wipro Ltd. ADR
-1.42%
-$1,608.96 
GWRS Global Water Resources, Inc.
-1.39%
-$3,474.24 
MOD Modine Manufacturing Company
-1.36%
-$3,326.78 
ORI Old Republic International Corp.
-1.25%
-$3,540.01 
LEN Lennar Corp. Class A Common Stock
-1.18%
-$1,916 
AAPL Apple Inc.
-1.13%
-$142,352.82 
GOOG Alphabet Inc
-1.12%
-$21,509.25 
GOOGL Alphabet Inc
-1.04%
-$32,413.06 
VMI Valmont Industries, Inc.
-1%
-$3,862.81 
V Visa Inc. Class A
-0.99%
-$3,406.06 
PG The Procter & Gamble Company
-0.98%
-$5,926.6 
AON Aon plc Class A
-0.95%
-$1,803.79 
VLTO Veralto Corporation
-0.85%
-$8,985.44 
HTO H2O America
-0.83%
-$4,605.32 
DE Deere & Company
-0.79%
-$4,894.39 
ROL Rollins Inc.
-0.7%
-$978.28 
AWK American Water Works Company, Inc.
-0.67%
-$6,265.25 
MAS Masco Corporation
-0.63%
-$1,854.73 
WTRG Essential Utilities Inc.
-0.63%
-$6,461.91 
CVX Chevron Corporation
-0.58%
-$1,952.57 
BG Bunge Global SA
-0.56%
-$1,711.58 
NVO Novo Nordisk A/S Sponsored ADR
-0.5%
-$3,142.02 
HON Honeywell International Inc.
-0.47%
-$2,054.5 
ARTNA Artesian Resources Corp. Class A Non-Voting Common Stock
-0.44%
-$1,070.1 
SKM SK Telecom Co., Ltd. Sponsored ADR
-0.42%
-$1,556.23 
UBER Uber Technologies Inc.
-0.39%
-$650 
PEP PepsiCo, Inc.
-0.36%
-$1,116.22 
AMT American Tower Corporation
-0.35%
-$962.79 
CWT California Water Service Group
-0.27%
-$1,339.79 
HD The Home Depot, Inc.
-0.19%
-$739.3 
XYL Xylem Inc.
-0.17%
-$1,293.34 
STN Stantec Inc.
-0.15%
-$758.67 
ED Consolidated Edison Inc.
-0.15%
-$854.42 
SAP SAP SE Sponsored ADR
-0.09%
-$279.21 
COST Costco Wholesale Corp
-0.07%
-$279.72 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.06%
-$49,039.27 
VMC Vulcan Materials Co.
-0.06%
-$211.11 
IBM International Business Machines Corporation
-0.01%
-$80.79 
DVY iShares Select Dividend ETF
0%
-$7.01 Events
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Dividends
Dividend Analysis
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| Trades 1804 | Longs Won 1078/1804 59% | Profit Factor 4.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $714,050.95 |
| Average Win $108,017.16 | Best Trade (Oct 16) $20.59M | Sharpe Ratio -19.55 |
| Average Loss -$32,180.23 | Worst Trade (Oct 14) -$3.21M | Z-Score 2.1 (96.41%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $51,596.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON AAON, Inc. | 9,074 | $420,573.62 | $642,620.68 | - | $222,047.06 | 52.8% | +2.861% |
| AAPL Apple Inc. | 36,222 | $5.13M | $12.45M | - | $7.32M | 142.62% | -1.13% |
| ADI Analog Devices, Inc. | 1,138 | $279,606.6 | $465,259.92 | - | $185,653.32 | 66.4% | +4.544% |
| AMT American Tower Corporation | 1,437 | $304,145.44 | $270,587.1 | - | -$33,558.34 | -11.03% | -0.355% |
| AMZN Amazon.com Inc | 4,921 | $918,110.16 | $1.22M | - | $305,717.93 | 33.3% | +0.28% |
| AON Aon plc Class A | 622 | $223,397.52 | $186,985.64 | - | -$36,411.88 | -16.3% | -0.955% |
| AOS A. O. Smith Corporation | 3,236 | $226,390.6 | $201,554.26 | - | -$24,836.34 | -10.97% | +1.03% |
| ARTNA Artesian Resources Corp. Class A Non-Voting Common Stock | 7,134 | $235,652.88 | $242,199.3 | - | $6,546.42 | 2.78% | -0.44% |
| AVGO Broadcom Inc. | 1,688 | $550,105.58 | $557,791.16 | - | $7,685.58 | 1.4% | +2.725% |
| AWK American Water Works Company, Inc. | 6,595 | $900,499.72 | $935,171 | - | $34,671.28 | 3.85% | -0.665% |
| AWR American States Water Company | 5,636 | $427,167.52 | $481,539.84 | - | $54,372.32 | 12.73% | 0.0 |
| AXON Axon Enterprise, Inc. | 307 | $99,149.78 | $130,023.71 | - | $30,873.93 | 31.14% | +0.752% |
| AXP American Express Company | 1,161 | $171,851.96 | $365,494.41 | - | $193,642.45 | 112.68% | +0.508% |
| BG Bunge Global SA | 2,951 | $237,477.61 | $302,890.64 | - | $65,413.03 | 27.54% | -0.562% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 424,957 | $39M | $38.95M | - | -$55,530.09 | -0.14% | +0.016% |
| BRK-A Berkshire Hathaway Inc. | 1 | $385,702 | $821,340.71 | - | $435,638.71 | 112.95% | +0.952% |
| BRK-B Berkshire Hathaway Inc. | 1,418 | $506,924.53 | $776,943.47 | - | $270,018.94 | 53.27% | +1.056% |
| CHKP Check Point Software Technologies Ltd. | 1,598 | $250,677.18 | $255,975.63 | - | $5,298.45 | 2.11% | +0.726% |
| CIBR First Trust Nasdaq Cybersecurity ETF | 3,894 | $247,775.1 | $422,596.35 | - | $174,821.25 | 70.56% | +2.266% |
| CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR | 161,340 | $310,231.51 | $307,352.7 | - | -$2,878.81 | -0.93% | -17.174% |
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FAQ
Which stocks have generated the highest profits for Jennifer Easley?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Treasury ETF - $7.93M, Vanguard Intermediate-Term Treasury ETF - $5.64M, State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $3.43M, iShares Core S&P 500 ETF - $3.06M, and International Business Machines Corporation - $1.24M. 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: Netflix Inc - $224,064.9, Deckers Outdoor Corporation - $194,882.8, HA Sustainable Infrastructure Capital, Inc - $182,884.69, Tesla, Inc - $164,321.34, and Brookfield Renewable Corporation - $134,718.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Easley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.9M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury ETF - $12.16M, Vanguard Short-Term Treasury ETF - $5.89M, State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $3.43M, Vanguard S&P 500 ETF - $1.06M, and iShares Currency Hedged MSCI EAFE ETF - $918,792.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Easley's monthly returns?
Jennifer Easley'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 Easley's strategy be considered aggressive or moderate?
Jennifer Easley'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 Jennifer Easley's strategy?
Jennifer Easley'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.
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