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:
35.23%
Gain -1.23%
Monthly
0.48%
Yearly
5.91%
Drawdown
12.02%
$463.09M
Equity
Holdings
$463.09M
Investment
$383.54M
$86.7M
Profit -$4.23M
Realized
$7.15M
Unrealized
$79.55M
Dividends
$29.4M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.23%
Profit
-$4.23M
Win %
64%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$2.13M
Win %
64%
This Month
Compared to last month
Gain
-1.21%
Profit
-$5.69M
Win %
64%
This Year
Compared to last year
Gain
3.95%
Profit
$17.6M
Win %
64%
PRM Perimeter Solutions Inc.
+2.99%
+$10,654.32 
AVGO Broadcom Inc.
+2.93%
+$18,314.82 
FIX Comfort Systems USA, Inc.
+2.61%
+$16,365 
SKM SK Telecom Co., Ltd.
+2.52%
+$9,217.67 
SWIM Latham Group, Inc.
+2.46%
+$10,554.41 
GOOG Alphabet Inc
+2.41%
+$50,308.75 
GOOGL Alphabet Inc
+2.3%
+$77,860.02 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.08%
+$6,803.4 
WTTR Select Water Solutions Inc.
+2.02%
+$17,783.34 
AMZN Amazon.com Inc
+2.01%
+$24,457.37 
MSFT Microsoft Corp.
+2%
+$104,592.17 
GEV GE Vernova Inc.
+1.62%
+$7,116.67 
NOC Northrop Grumman Corporation
+1.55%
+$15,028.8 
IBM International Business Machines Corporation
+1.52%
+$8,684.92 
AXON Axon Enterprise, Inc.
+1.46%
+$2,282.21 
CVX Chevron Corporation
+1.39%
+$3,761.01 
SMH VanEck Semiconductor ETF
+1.38%
+$11,159.85 
BG Bunge Global S.A.
+1.08%
+$3,806.79 
XOM Exxon Mobil Corporation
+1%
+$14,585.4 
META Meta Platforms Inc Class A
+0.88%
+$4,477.05 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.82%
+$2,939.97 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$4,470.22 
ADI Analog Devices, Inc.
+0.7%
+$3,004.32 
V Visa Inc. Class A
+0.7%
+$2,115.11 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$7,008.52 
HON Honeywell International Inc.
+0.67%
+$2,992.02 
NVDA NVIDIA Corporation
+0.6%
+$10,021.08 
UBER Uber Technologies, Inc.
+0.54%
+$975 
VUG Vanguard Growth ETF
+0.52%
+$1,219.68 
MA Mastercard Incorporated
+0.4%
+$1,110.34 
AOS A. O. Smith Corporation
+0.31%
+$598.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$865 
LMT Lockheed Martin Corporation
+0.29%
+$645.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$14,331.53 
IVV iShares Core S&P 500 ETF
+0.24%
+$13,011.49 
VMI Valmont Industries, Inc.
+0.23%
+$1,092.25 
QLTY GMO U.S. Quality ETF
+0.22%
+$146,100.78 
URNM Sprott Uranium Miners ETF
+0.22%
+$493.19 
CHKP Check Point Software Technologies Ltd.
+0.21%
+$470.29 
VOO Vanguard S&P 500 ETF
+0.21%
+$142,089.15 
MOD Modine Manufacturing Company
+0.17%
+$707.63 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$680.64 
COF Capital One Financial Corporation
+0.09%
+$177.66 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+0.09%
+$957.37 
GWRS Global Water Resources Inc.
+0.07%
+$157.92 
FSV FirstService Corporation
+0.07%
+$171.5 
ORA Ormat Technologies Inc.
+0.03%
+$110.73 
ORI Old Republic International Corp.
+0.01%
+$36.49 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$4,334.56 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
+$1,205.72 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
TEF Telefonica SA
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAON Aaon Inc.
-7%
-$70,777.2 
ORCL Oracle Corporation
-3.51%
-$5,749.8 
KKR KKR & Co. Inc.
-3.27%
-$11,718.3 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.93%
-$12,204.54 
AAPL Apple Inc.
-2.84%
-$343,746.42 
TFC Truist Financial Corporation
-2.67%
-$7,205.8 
WMS Advanced Drainage Systems, Inc.
-2.6%
-$15,817.9 
VMC Vulcan Materials Company
-2.31%
-$9,084.54 
LNN Lindsay Corporation
-2.22%
-$6,361.6 
GE General Electric Company
-2.2%
-$8,885.75 
TSLA Tesla, Inc.
-2.07%
-$7,661.19 
RY Royal Bank of Canada
-1.99%
-$8,950.8 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.98%
-$5,853.4 
IR Ingersoll Rand Inc.
-1.96%
-$4,533.76 
CNM Core & Main Inc.
-1.96%
-$11,893.51 
PEP PepsiCo, Inc.
-1.94%
-$6,059.46 
MS Morgan Stanley
-1.93%
-$9,814.75 
AWK American Water Works Company, Inc.
-1.79%
-$15,992.87 
NGG National Grid plc Sponsored ADR
-1.74%
-$6,602.12 
DE Deere & Company
-1.72%
-$9,798.3 
NVS Novartis AG Sponsored ADR
-1.64%
-$9,089.64 
HD The Home Depot, Inc.
-1.61%
-$6,659.9 
PSO Pearson plc Sponsored ADR
-1.57%
-$4,358.98 
XYL Xylem Inc.
-1.56%
-$13,352.81 
CWT California Water Service Group
-1.48%
-$7,935.62 
HTO SJW Group
-1.47%
-$9,063.36 
WTRG Essential Utilities Inc.
-1.44%
-$13,641.81 
ED Consolidated Edison, Inc.
-1.42%
-$8,041.6 
WMT Walmart Inc.
-1.42%
-$6,904.62 
AWR American States Water Co.
-1.37%
-$6,875.92 
LEN Lennar Corporation
-1.32%
-$2,117.18 
HSBC HSBC Holdings plc Sponsored ADR
-1.31%
-$7,072.56 
AMT American Tower Corporation
-1.3%
-$3,175.77 
ECL Ecolab Inc.
-1.29%
-$3,099.34 
UNH UnitedHealth Group Incorporated
-1.15%
-$14,254.09 
YORW The York Water Company
-1.11%
-$2,952.95 
WIT Wipro Limited American Depositary Receipt
-1.07%
-$1,072.64 
MAS Masco Corporation
-1%
-$3,052.56 
NEE NextEra Energy, Inc.
-0.99%
-$25,446.96 
STN Stantec Inc.
-0.93%
-$4,483.05 
DHR Danaher Corporation
-0.91%
-$1,895.34 
LLY Eli Lilly and Company
-0.91%
-$4,671.74 
PHO Invesco Water Resources ETF
-0.87%
-$221,353.2 
JNJ Johnson & Johnson
-0.86%
-$30,451.85 
GS The Goldman Sachs Group, Inc.
-0.83%
-$4,084.07 
AON Aon plc
-0.82%
-$1,875.33 
ROL Rollins, Inc.
-0.82%
-$1,477.41 
IHG Intercontinental Hotels Group PLC ADR
-0.79%
-$3,037.1 
J Jacobs Solutions Inc.
-0.77%
-$3,176.28 
PG Procter & Gamble Co
-0.71%
-$4,013.57 
SBAC SBA Communications Corporation
-0.68%
-$2,018.82 
PNR Pentair plc
-0.56%
-$2,751.35 
DVY iShares Select Dividend ETF
-0.56%
-$1,295.06 
NVO Novo Nordisk A/S Sponsored ADR
-0.55%
-$4,431.07 
AXP American Express Company
-0.54%
-$2,240.72 
ARTNA Artesian Resources Corporation Class A Common Stock
-0.5%
-$1,212.78 
PM Philip Morris International Inc.
-0.47%
-$1,116 
TTEK Tetra Tech, Inc.
-0.46%
-$4,428.93 
COST Costco Wholesale Corporation
-0.46%
-$1,648.08 
VLTO Veralto Corporation
-0.43%
-$4,038.4 
VZ Verizon Communications Inc.
-0.39%
-$1,170.11 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$974.49 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.34%
-$2,756.47 
CWCO Consolidated Water Co. Ltd.
-0.33%
-$790.4 
JPM JPMorgan Chase & Co.
-0.32%
-$2,838.27 
MCD McDonald's Corporation
-0.31%
-$817.47 
RDY Dr. Reddy's Laboratories Ltd.
-0.28%
-$612.92 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.26%
-$217,173.91 
EQIX Equinix, Inc.
-0.24%
-$851.84 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.2%
-$39,838.14 
CSCO Cisco Systems, Inc.
-0.14%
-$515.68 
GLD SPDR Gold Shares
-0.1%
-$28,175.1 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$326.7 
SAP SAP SE Sponsored ADR
-0.04%
-$81.72 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$92.84 Events
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Dividends
Dividend Analysis
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| Trades 1804 | Longs Won 844/1804 46% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $636,731.09 |
| Average Win $123,864.3 | Best Trade (Jul 22) $16.63M | Sharpe Ratio -19.54 |
| Average Loss -$18,584.63 | Worst Trade (Mar 31) -$3.12M | Z-Score -8.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $48,059.99 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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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 Fund - $7.93M, Vanguard Intermediate-Term Treasury Fund - $4.81M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.2M, iShares Core S&P 500 ETF - $3.04M, and International Business Machines Corporation - $1.23M. 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 - $216,730.7, Hannon Armstrong Sustainable Infrastructure Capital Inc - $191,274.89, Tesla, Inc - $164,321.34, Brookfield Renewable Corporation - $138,182.27, and Verizon Communications Inc - $135,790.89. 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 $29.4M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $11.34M, Vanguard Short-Term Treasury Fund - $5.89M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.2M, iShares Currency Hedged MSCI EAFE ETF - $918,792.41, and Vanguard S&P 500 ETF - $885,655.49. 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.
