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:
55.98%
Gain +0.07%
Monthly
0.73%
Yearly
9.1%
Drawdown
17.58%
$466.45M
Equity
Holdings
$466.45M
Investment
$341.41M
$117.6M
Profit +$267,080.33
Realized
-$7.43M
Unrealized
$125.03M
Dividends
$24.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$267,080.33
Win %
77%
This Week
Compared To Last Week
Gain
2.25%
Profit
$10.27M
Win %
77%
This Month
Compared to last month
Gain
2.25%
Profit
$10.27M
Win %
77%
This Year
Compared to last year
Gain
13.39%
Profit
$55.07M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$353,619.98 
GOOG Alphabet Inc
+6.88%
+$381,003.39 
TWLO Twilio Inc.
+3.36%
+$20,512.03 
META Meta Platforms Inc Class A
+3.28%
+$13,295.35 
MSFT Microsoft Corp.
+3.02%
+$45,368.19 
NVDA NVIDIA Corporation
+2.93%
+$200,980.83 
WS Worthington Steel, Inc.
+2.5%
+$20,038.44 
CVX Chevron Corporation
+2.35%
+$7,471.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,560.32 
WFC Wells Fargo & Company
+1.19%
+$5,852.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,114.96 
WOR Worthington Enterprises Inc.
+1.01%
+$6,613.6 
ADP Automatic Data Processing Inc.
+0.98%
+$2,929.28 
MCD McDonald's Corporation
+0.82%
+$2,692.81 
TSLA Tesla, Inc.
+0.76%
+$8,134.85 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$16,699.96 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$1.3M 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,233.32 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$88,858.25 
IWB iShares Russell 1000 ETF
+0.64%
+$24,675.22 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$20,497.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$15,120.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$3,175.77 
AVGO Broadcom Inc.
+0.37%
+$1,677.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,935.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,269.76 
JPM JPMorgan Chase & Co.
+0.27%
+$1,464.52 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$97,076.49 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$1,454.85 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$979.35 
MMM 3M Company
+0.12%
+$968.28 
ISRG Intuitive Surgical, Inc.
+0.1%
+$210.59 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$959,614.72 
ABBV AbbVie Inc.
-2.51%
-$25,886.47 
SLV iShares Silver Trust
-2.13%
-$5,700 
NFLX Netflix, Inc.
-2%
-$15,318.32 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,415.63 
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$2,591.37 
INTC Intel Corporation
-1.02%
-$5,205.21 
XOM Exxon Mobil Corporation
-0.97%
-$15,818.67 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$4,623.16 
UNM Unum Group
-0.76%
-$6,171.66 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$9,478.92 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$14,512.61 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$4,665.62 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$3,042.48 
IWM iShares Russell 2000 ETF
-0.47%
-$1,834.79 
DFIV Dimensional International Value ETF
-0.47%
-$49,961.34 
PEP PepsiCo, Inc.
-0.46%
-$1,915.52 
TRV The Travelers Companies, Inc.
-0.43%
-$2,500.42 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,046.64 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$727.73 
DUHP Dimensional US High Profitability ETF
-0.27%
-$60,007.86 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,153.44 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$72,708.25 
COST Costco Wholesale Corporation
-0.24%
-$4,553.1 
HBAN Huntington Bancshares Incorporated
-0.23%
-$576.11 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,026.7 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$3,019.99 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$592.78 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$1,725.15 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$32,216.33 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$1,622.29 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$2,229.05 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$1,842.03 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,874.34 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$43,885.76 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$863.62 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$814.15 Events
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Dividends
Dividend Analysis
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| Trades 795 | Longs Won 527/795 66% | Profit Factor 7.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.69M |
| Average Win $255,369.48 | Best Trade (Aug 05) $45.14M | Sharpe Ratio -9.69 |
| Average Loss -$63,350.98 | Worst Trade (Sep 30) -$3.56M | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $147,926.61 |
| 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% | 0.64% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey Gomez?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Equity Market ETF - $3.8M, iShares Core Universal USD Bond ETF - $2.22M, JPMorgan Municipal Bond ETF - $1.79M, Dimensional US Targeted Value ETF - $1.73M, and VanEck Morningstar Wide Moat Fund - $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: Root, Inc. Class A Common Stock - $801,268.58, Schwab Short-Term U.S. Treasury ETF - $655,426.84, Schwab U.S. Aggregate Bond ETF - $646,109.99, Vanguard Tax-Exempt Bond ETF - $634,787.13, and Vanguard Small-Cap Growth ETF - $498,941.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Gomez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.42M earned over time. The largest contributors to dividend income include Dimensional U.S. Equity Market ETF - $5.28M, Vanguard Total Bond Market Index Fund - $4.37M, iShares Core Universal USD Bond ETF - $1.97M, JPMorgan Municipal Bond ETF - $1.79M, and VanEck Morningstar Wide Moat Fund - $1.46M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Gomez's monthly returns?
Jeffrey Gomez's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeffrey Gomez's strategy be considered aggressive or moderate?
Jeffrey Gomez's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeffrey Gomez's strategy?
Jeffrey Gomez's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
