JG
Jeffrey Gomez Portfolio
Invests via G2 Capital Management LLC / Oh | Managed by Jeffrey R. Gomez, Greg R. Grabovac, Brad T. Gregory
Invests via G2 Capital Management LLC / Oh
Managed by Jeffrey R. Gomez, Greg R. Grabovac, Brad T. Gregory
Automatically Tracked
Jeffrey Gomez Profile
With a diverse background in finance and entrepreneurship, Jeffrey Gomez has carved out a notable presence in the investment landscape. He has successfully founded and led several startups, showcasing his ability to navigate complex business environments while identifying market opportunities. His extensive operating experience allows him to effectively integrate strategic growth initiatives within emerging companies. Recognized for his innovative approach to business development, Gomez actively engages with investors seeking value creation across various sectors. His unique insights into market dynamics make him a valuable figure in driving forward-thinking projects that attract capital commitment.
With a diverse background in finance and entrepreneurship, Jeffrey Gomez has carved out a notable presence in the investment landscape. He has successfully founded and led several startups, showcasing his ability to navigate complex business environments while identifying market opportunities. His extensive operating experience allows him to effectively integrate strategic growth initiatives within emerging companies. Recognized for his innovative approach to business development, Gomez actively engages with investors seeking value creation across various sectors. His unique insights into market dynamics make him a valuable figure in driving forward-thinking projects that attract capital commitment.
Investment Philosophy & Strategy
Identifying transformative potential in nascent markets is a hallmark of investment decision-making for Jeffrey Gomez. His entrepreneurial spirit, combined with hands-on leadership experiences across multiple startups, fosters a unique ability to discern high-growth opportunities. Engaging actively with stakeholders, he crafts innovative strategies that emphasize value creation and scalability. A keen eye for market dynamics drives his initiatives to harness capital effectively while championing disruptive ideas within emerging sectors. By leveraging operational insights and strategic foresight, he's well-positioned to steer investments toward impactful ventures that promise significant returns.
Identifying transformative potential in nascent markets is a hallmark of investment decision-making for Jeffrey Gomez. His entrepreneurial spirit, combined with hands-on leadership experiences across multiple startups, fosters a unique ability to discern high-growth opportunities. Engaging actively with stakeholders, he crafts innovative strategies that emphasize value creation and scalability. A keen eye for market dynamics drives his initiatives to harness capital effectively while championing disruptive ideas within emerging sectors. By leveraging operational insights and strategic foresight, he's well-positioned to steer investments toward impactful ventures that promise significant returns.
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:
32.81%
Gain +0.3%
Monthly
0.38%
Yearly
4.62%
Drawdown
14.67%
$440.75M
Equity
Holdings
$440.75M
Investment
$330.13M
$103.82M
Profit +$1.57M
Realized
-$6.79M
Unrealized
$110.62M
Dividends
$22.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$1.57M
Win %
80%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$3.99M
Win %
80%
This Month
Compared to last month
Gain
-0.91%
Profit
-$4.06M
Win %
80%
This Year
Compared to last year
Gain
6.26%
Profit
$25.95M
Win %
80%
INTC Intel Corporation
+6.48%
+$42,720.88 
JPM JPMorgan Chase & Co.
+2.3%
+$10,173.15 
TSLA Tesla, Inc.
+1.88%
+$24,346.25 
WOR Worthington Enterprises Inc.
+1.85%
+$12,813.85 
HBAN Huntington Bancshares Incorporated
+1.8%
+$5,393.69 
WFC Wells Fargo & Company
+1.64%
+$7,958.25 
FNCL Fidelity MSCI Financials Index ETF
+1.25%
+$11,730.22 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$4,598.83 
JNJ Johnson & Johnson
+1.05%
+$6,822.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$7,214.56 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$182,046.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$4,229.28 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$2,620.78 
IWM iShares Russell 2000 ETF
+0.9%
+$3,848.78 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,375.32 
SLV iShares Silver Trust
+0.77%
+$2,350 
CVX Chevron Corporation
+0.75%
+$2,332.38 
COST Costco Wholesale Corporation
+0.72%
+$3,061.62 
UNH UnitedHealth Group Incorporated
+0.71%
+$1,768.85 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$24,964.27 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$2,380.8 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$2,240 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$16,640.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$17,227.03 
DFIV Dimensional International Value ETF
+0.58%
+$59,841.93 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,564.08 
IWB iShares Russell 1000 ETF
+0.55%
+$21,229.86 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$1.02M 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$65,581.46 
GOOG Alphabet Inc
+0.46%
+$27,187.92 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$2,504.16 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$175,864.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$5,313.91 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,592.8 
PEP PepsiCo, Inc.
+0.4%
+$1,743.48 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$6,484.34 
DUHP Dimensional US High Profitability ETF
+0.39%
+$85,999.52 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$992.71 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$2,770.2 
MMM 3M Company
+0.29%
+$2,149.58 
XOM Exxon Mobil Corporation
+0.29%
+$1,486.62 
TRV The Travelers Companies, Inc.
+0.21%
+$972.74 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$804.6 
NVDA NVIDIA Corporation
+0.14%
+$9,703.33 
MSFT Microsoft Corp.
+0.1%
+$1,331.6 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$1,416.9 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$338.28 
PMM Putnam Managed Municipal Income Trust
0%
$0 
PLTR Palantir Technologies Inc.
-2.35%
-$3,483.48 
AAPL Apple Inc.
-1.52%
-$179,388 
TWLO Twilio Inc.
-1.27%
-$8,384 
AMZN Amazon.com Inc
-1.21%
-$27,486.24 
NFLX Netflix, Inc.
-1.14%
-$9,737.1 
UBER Uber Technologies, Inc.
-1.12%
-$2,088.06 
AVGO Broadcom Inc.
-0.94%
-$4,195.59 
OIA Invesco Municipal Income Opportunities Trust
-0.49%
-$863.79 
ISRG Intuitive Surgical, Inc.
-0.44%
-$986.44 
META Meta Platforms Inc Class A
-0.23%
-$946.39 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$58,616.25 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.14%
-$1,461.69 
WS Worthington Steel, Inc.
-0.14%
-$1,108.2 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$30,094.72 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$1,390.28 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$881.64 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.05%
-$667.53 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$663.43 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$427.13 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$493.68 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$423.63 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.02%
-$402.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 739 | Longs Won 476/739 64% | Profit Factor 8.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59M |
| Average Win $246,171.48 | Best Trade (Jun 12) $40.8M | Sharpe Ratio -9.15 |
| Average Loss -$50,782.99 | Worst Trade (Sep 30) -$3.56M | Z-Score 8.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $140,489.44 |
| 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% | 0.58% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
