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:
38.59%
Gain -0.79%
Monthly
0.49%
Yearly
5.98%
Drawdown
12.12%
$468.46M
Equity
Holdings
$468.46M
Investment
$383.54M
$93.12M
Profit -$2.79M
Realized
$8.2M
Unrealized
$84.92M
Dividends
$30.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$2.79M
Win %
63%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$7.22M
Win %
63%
This Month
Compared to last month
Gain
-1.49%
Profit
-$7.06M
Win %
63%
This Year
Compared to last year
Gain
5.16%
Profit
$22.97M
Win %
63%
AAPL Apple Inc.
+3.16%
+$361,133.34 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+2.51%
+$24,891.75 
PM Philip Morris International Inc.
+2.08%
+$4,798.8 
CIG Companhia Energética de Minas Gerais S.A. ADR
+1.61%
+$5,646.9 
UBER Uber Technologies, Inc.
+1.53%
+$2,712.5 
BG Bunge Global S.A.
+1.31%
+$4,765.86 
LMT Lockheed Martin Corporation
+0.94%
+$2,174.63 
XOM Exxon Mobil Corporation
+0.79%
+$12,712.95 
NOC Northrop Grumman Corporation
+0.76%
+$7,281.9 
GOOGL Alphabet Inc
+0.67%
+$21,625.04 
GOOG Alphabet Inc
+0.64%
+$12,742.87 
AON Aon plc
+0.64%
+$1,212.9 
ORI Old Republic International Corp.
+0.32%
+$948.87 
VZ Verizon Communications Inc.
+0.27%
+$929.21 
WTTR Select Water Solutions Inc.
+0.24%
+$2,168.7 
VMC Vulcan Materials Company
+0.21%
+$721.86 
TTEK Tetra Tech, Inc.
+0.18%
+$1,963.71 
NVS Novartis AG Sponsored ADR
+0.15%
+$757.47 
PG Procter & Gamble Co
+0.15%
+$806.47 
ROL Rollins, Inc.
+0.13%
+$179.69 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$958.64 
PEP PepsiCo, Inc.
+0.07%
+$227.8 
LLY Eli Lilly and Company
+0.07%
+$348.8 
DE Deere & Company
+0.06%
+$401.1 
NEE NextEra Energy, Inc.
+0.04%
+$1,012.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$4,249.57 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$102.12 
TFC Truist Financial Corporation
+0.01%
+$25.73 
IR Ingersoll Rand Inc.
0%
$0 
TEF Telefonica SA
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-4.63%
-$9,686.6 
URNM Sprott Uranium Miners ETF
-4.01%
-$10,732.65 
SWIM Latham Group, Inc.
-3.9%
-$18,561.19 
WMS Advanced Drainage Systems, Inc.
-3.74%
-$20,360.9 
LEN Lennar Corporation
-3.65%
-$5,652.2 
KKR KKR & Co. Inc.
-3.41%
-$12,606.05 
CHKP Check Point Software Technologies Ltd.
-3.27%
-$7,047.18 
MOD Modine Manufacturing Company
-3.06%
-$10,476.6 
SBAC SBA Communications Corporation
-2.88%
-$8,532.93 
IBM International Business Machines Corporation
-2.85%
-$18,393.19 
GEV GE Vernova Inc.
-2.84%
-$11,182.14 
MAS Masco Corporation
-2.38%
-$6,394.92 
PRM Perimeter Solutions Inc.
-2.24%
-$7,240.8 
NVDA NVIDIA Corporation
-2.24%
-$41,152.14 
LNN Lindsay Corporation
-2.18%
-$6,560.4 
SMH VanEck Semiconductor ETF
-2.13%
-$17,794.65 
AXON Axon Enterprise, Inc.
-2.1%
-$3,159.03 
COF Capital One Financial Corporation
-2.02%
-$4,214.49 
ARTNA Artesian Resources Corporation Class A Common Stock
-1.98%
-$5,142.9 
AOS A. O. Smith Corporation
-1.88%
-$3,511.06 
CNM Core & Main Inc.
-1.87%
-$10,482.42 
DHR Danaher Corporation
-1.85%
-$3,862.01 
ORA Ormat Technologies Inc.
-1.75%
-$6,385.43 
GLD SPDR Gold Shares
-1.75%
-$551,747.88 
HD The Home Depot, Inc.
-1.71%
-$6,501.04 
AMT American Tower Corporation
-1.7%
-$4,282.26 
FIX Comfort Systems USA, Inc.
-1.67%
-$10,126.87 
HTO SJW Group
-1.64%
-$9,965.92 
EQIX Equinix, Inc.
-1.64%
-$6,026.24 
SAP SAP SE Sponsored ADR
-1.58%
-$4,494.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.54%
-$667,968.88 
HSBC HSBC Holdings plc Sponsored ADR
-1.54%
-$8,653.17 
META Meta Platforms Inc Class A
-1.53%
-$7,933.73 
FSV FirstService Corporation
-1.46%
-$3,447.15 
HON Honeywell International Inc.
-1.4%
-$5,704.78 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.38%
-$5,513.1 
VLTO Veralto Corporation
-1.37%
-$13,124.8 
CSCO Cisco Systems, Inc.
-1.34%
-$4,721.69 
CWT California Water Service Group
-1.33%
-$6,801.96 
CWCO Consolidated Water Co. Ltd.
-1.25%
-$2,953.6 
RDY Dr. Reddy's Laboratories Ltd.
-1.22%
-$2,539.24 
VMI Valmont Industries, Inc.
-1.22%
-$5,212.56 
IHG Intercontinental Hotels Group PLC ADR
-1.21%
-$4,537.5 
PHO Invesco Water Resources ETF
-1.18%
-$298,826.82 
XYL Xylem Inc.
-1.15%
-$8,668.84 
PNR Pentair plc
-1.15%
-$5,188.26 
TSLA Tesla, Inc.
-1.15%
-$4,087.91 
GS The Goldman Sachs Group, Inc.
-1.1%
-$5,252.94 
NVO Novo Nordisk A/S Sponsored ADR
-1.04%
-$7,492.55 
YORW The York Water Company
-1.04%
-$2,952.95 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$5,804.14 
MS Morgan Stanley
-1.01%
-$5,155.7 
NGG National Grid plc Sponsored ADR
-0.96%
-$3,346.28 
UNH UnitedHealth Group Incorporated
-0.92%
-$10,516.03 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$9,373.68 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$2,642.93 
ADI Analog Devices, Inc.
-0.9%
-$3,726.95 
AAON Aaon Inc.
-0.88%
-$6,170.32 
PSO Pearson plc Sponsored ADR
-0.8%
-$2,056.12 
AVGO Broadcom Inc.
-0.76%
-$4,692.64 
J Jacobs Solutions Inc.
-0.74%
-$3,269.7 
STN Stantec Inc.
-0.71%
-$3,448.5 
RY Royal Bank of Canada
-0.66%
-$2,855.08 
SKM SK Telecom Co., Ltd.
-0.66%
-$2,932.89 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.65%
-$5,145.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$38,379.78 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$1,842.45 
VOO Vanguard S&P 500 ETF
-0.6%
-$407,770.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.6%
-$483,387.09 
IVV iShares Core S&P 500 ETF
-0.58%
-$32,675.02 
AWR American States Water Co.
-0.58%
-$2,874.36 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.53%
-$108,448.27 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.51%
-$1,756.02 
GE General Electric Company
-0.5%
-$1,897.48 
AMZN Amazon.com Inc
-0.49%
-$6,077.48 
VUG Vanguard Growth ETF
-0.48%
-$1,164.24 
AXP American Express Company
-0.46%
-$1,712.46 
MA Mastercard Incorporated
-0.45%
-$1,282.71 
JPM JPMorgan Chase & Co.
-0.42%
-$3,942 
WTRG Essential Utilities Inc.
-0.38%
-$3,829.28 
ED Consolidated Edison, Inc.
-0.38%
-$2,035.53 
GWRS Global Water Resources Inc.
-0.34%
-$947.52 
CVX Chevron Corporation
-0.31%
-$965.63 
JNJ Johnson & Johnson
-0.3%
-$11,124 
WIT Wipro Limited American Depositary Receipt
-0.3%
-$268.16 
QLTY GMO U.S. Quality ETF
-0.24%
-$162,334.2 
AWK American Water Works Company, Inc.
-0.22%
-$2,044.45 
MCD McDonald's Corporation
-0.2%
-$494.39 
COST Costco Wholesale Corporation
-0.18%
-$601.02 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$584.1 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.14%
-$611.1 
V Visa Inc. Class A
-0.13%
-$395.27 
ECL Ecolab Inc.
-0.12%
-$280.96 
DVY iShares Select Dividend ETF
-0.07%
-$171.72 
MSFT Microsoft Corp.
-0.05%
-$3,322.5 
WMT Walmart Inc.
-0.04%
-$169.96 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$49.63 Events
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Dividends
Dividend Analysis
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| Trades 1804 | Longs Won 1065/1804 59% | Profit Factor 4.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $701,407.03 |
| Average Win $109,646.81 | Best Trade (Aug 28) $19.2M | Sharpe Ratio -19.54 |
| Average Loss -$32,011.34 | Worst Trade (Mar 31) -$3.12M | Z-Score -0.39 (30.47%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $51,617.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 9,074 | $420,573.62 | $692,709.16 | - | $272,135.54 | 64.71% | -0.883% |
| AAPL Apple Inc. | 36,222 | $5.13M | $11.78M | - | $6.65M | 129.57% | +3.162% |
| ADI Analog Devices, Inc. | 1,138 | $279,606.6 | $411,722.71 | - | $132,116.11 | 47.25% | -0.897% |
| AMT American Tower Corporation | 1,437 | $304,145.44 | $247,810.65 | - | -$56,334.79 | -18.52% | -1.699% |
| AMZN Amazon.com Inc | 4,921 | $918,110.16 | $1.24M | - | $317,872.76 | 34.62% | -0.489% |
| AON Aon plc | 622 | $223,397.52 | $190,730.08 | - | -$32,667.44 | -14.62% | +0.64% |
| AOS A. O. Smith Corporation | 3,236 | $226,390.6 | $183,610.64 | - | -$42,779.96 | -18.9% | -1.876% |
| ARTNA Artesian Resources Corporation Class A Common Stock | 7,134 | $235,652.88 | $255,319.44 | - | $19,666.56 | 8.35% | -1.975% |
| AVGO Broadcom Inc. | 1,688 | $550,105.58 | $610,380.8 | - | $60,275.22 | 10.96% | -0.763% |
| AWK American Water Works Company, Inc. | 6,595 | $900,499.72 | $923,431.9 | - | $22,932.18 | 2.55% | -0.221% |
| AWR American States Water Co. | 5,636 | $427,167.52 | $494,671.72 | - | $67,504.2 | 15.8% | -0.578% |
| AXON Axon Enterprise, Inc. | 307 | $99,149.78 | $147,270.97 | - | $48,121.19 | 48.53% | -2.1% |
| AXP American Express Company | 1,161 | $171,851.96 | $371,897.34 | - | $200,045.38 | 116.41% | -0.458% |
| BG Bunge Global S.A. | 2,951 | $237,477.61 | $369,214.36 | - | $131,736.75 | 55.47% | +1.308% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 424,957 | $39M | $38.87M | - | -$129,897.56 | -0.33% | +0.011% |
| BRK-A Berkshire Hathaway Inc. | 1 | $385,702 | $760,099.64 | - | $374,397.64 | 97.07% | +0.126% |
| BRK-B Berkshire Hathaway Inc. | 1,418 | $506,924.53 | $718,479.33 | - | $211,554.8 | 41.73% | -0.007% |
| CHKP Check Point Software Technologies Ltd. | 1,598 | $250,677.18 | $208,778.7 | - | -$41,898.48 | -16.71% | -3.265% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,894 | $247,775.1 | $367,321.02 | - | $119,545.92 | 48.25% | -0.159% |
| CIG Companhia Energética de Minas Gerais S.A. ADR | 161,340 | $310,231.51 | $355,754.7 | - | $45,523.19 | 14.67% | +1.613% |
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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 - $5.37M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.43M, iShares Core S&P 500 ETF - $3.04M, 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, Hannon Armstrong 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 $30.21M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $11.9M, Vanguard Short-Term Treasury Fund - $5.89M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.43M, iShares Currency Hedged MSCI EAFE ETF - $918,792.41, and Vanguard S&P 500 ETF - $882,348.37. 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.
