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:
63.97%
Gain +0.84%
Monthly
0.7%
Yearly
8.76%
Drawdown
17.58%
$469.71M
Equity
Holdings
$469.71M
Investment
$345.17M
$117.74M
Profit +$2.81M
Realized
-$6.81M
Unrealized
$124.54M
Dividends
$25.5M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.84%
Profit
$2.81M
Win %
71%
This Week
Compared To Last Week
Gain
1.26%
Profit
$5.83M
Win %
71%
This Month
Compared to last month
Gain
0.05%
Profit
$230,136.14
Win %
71%
This Year
Compared to last year
Gain
2.42%
Profit
$11.09M
Win %
72%
GLW Corning Incorporated
+5.61%
+$12,310.38 
AVGO Broadcom Inc.
+4.41%
+$17,551.99 
PMM Putnam Managed Municipal Income Trust
+2.38%
+$13,184.08 
MHO M/I Homes Inc.
+2.02%
+$3,476.34 
OIA Invesco Municipal Income Opportunities Trust
+1.62%
+$2,591.37 
AMZN Amazon.com Inc
+1.49%
+$36,948.85 
MSFT Microsoft Corp.
+1.28%
+$22,194.85 
FAST Fastenal Co.
+1.15%
+$4,581.72 
NVDA NVIDIA Corporation
+1.14%
+$97,057.32 
PEP PepsiCo, Inc.
+1.08%
+$4,051.44 
IWF iShares Russell 1000 Growth ETF
+1.04%
+$58,261.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.98%
+$4,112.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.93%
+$5,471.28 
NFLX Netflix, Inc.
+0.89%
+$6,307.8 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$2,678.92 
WS Worthington Steel, Inc.
+0.88%
+$7,870.48 
CVX Chevron Corporation
+0.87%
+$2,975.4 
XOM Exxon Mobil Corporation
+0.83%
+$4,621.01 
WOR Worthington Enterprises Inc.
+0.83%
+$6,023.1 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$2,305.09 
IWB iShares Russell 1000 ETF
+0.81%
+$32,903.6 
DFUS Dimensional U.S. Equity Market ETF
+0.79%
+$1.56M 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.78%
+$23,193.18 
SCHX Schwab U.S. Large-Cap ETF
+0.75%
+$107,565.25 
QQQ Invesco QQQ Trust, Series 1
+0.74%
+$2,799.19 
BRK-B Berkshire Hathaway Inc.
+0.73%
+$27,293.79 
BRK-A Berkshire Hathaway Inc.
+0.72%
+$5,434.06 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$3,037.38 
DFAU Dimensional US Core Equity Market ETF
+0.69%
+$30,577.15 
DFIV Dimensional International Value ETF
+0.67%
+$71,056.87 
SCHV Schwab U.S. Large-Cap Value ETF
+0.67%
+$2,883.6 
MOAT VanEck Morningstar Wide Moat Fund
+0.66%
+$293,597.78 
FNCL Fidelity MSCI Financials Index ETF
+0.64%
+$6,114.71 
COST Costco Wholesale Corporation
+0.63%
+$2,536.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.61%
+$2,182.4 
JNJ Johnson & Johnson
+0.58%
+$4,048.9 
DFAI Dimensional International Core Equity Market ETF
+0.58%
+$15,072.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.57%
+$6,183.75 
DUHP Dimensional US High Profitability ETF
+0.55%
+$130,537.57 
TSLA Tesla, Inc.
+0.55%
+$7,445.75 
IQLT iShares MSCI International Quality Factor ETF
+0.5%
+$2,172.5 
MMM 3M Company
+0.5%
+$3,734.91 
HBAN Huntington Bancshares Incorporated
+0.49%
+$908.33 
VBK Vanguard Small-Cap Growth ETF
+0.49%
+$1,340.74 
FNDF Schwab Fundamental International Large Company Index ETF
+0.46%
+$3,574.5 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.43%
+$4,241.16 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.4%
+$4,971.76 
DFAS Dimensional U.S. Small Cap ETF
+0.39%
+$71,622.24 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.36%
+$4,754.82 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.28%
+$4,059.68 
BND Vanguard Total Bond Market Index Fund
+0.27%
+$74,209.25 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.26%
+$1,241.19 
TRV The Travelers Companies, Inc.
+0.22%
+$1,219.51 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.22%
+$3,494 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.19%
+$2,843.94 
ADI Analog Devices, Inc.
+0.13%
+$345.39 
GOOG Alphabet Inc
+0.12%
+$6,643.77 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.1%
+$1,646.32 
WFC Wells Fargo & Company
+0.09%
+$430.35 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$1,007.48 
AAPL Apple Inc.
+0.04%
+$5,712.03 
JMUB JPMorgan Municipal Bond ETF
+0.03%
+$12,155.3 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
TWLO Twilio Inc.
-4.49%
-$39,208 
INTC Intel Corporation
-2.12%
-$13,768.62 
UNH UnitedHealth Group Incorporated
-0.98%
-$2,174.83 
IWM iShares Russell 2000 ETF
-0.23%
-$871.2 
META Meta Platforms Inc Class A
-0.15%
-$811.1 
DFAE Dimensional Emerging Core Equity Market ETF
-0.11%
-$956.88 
JPM JPMorgan Chase & Co.
-0.1%
-$498.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 844 | Longs Won 542/844 64% | Profit Factor 6.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $253,938.61 | Best Trade (Oct 06) $46.27M | Sharpe Ratio -10.36 |
| Average Loss -$65,890.8 | Worst Trade (Sep 30) -$3.56M | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 3d | Expectancy $139,497.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.85% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,396 | $7.88M | $13.12M | - | $5.24M | 66.54% | +0.044% |
| ADI Analog Devices, Inc. | 628 | $249,422.77 | $263,540.2 | - | $14,117.43 | 5.66% | +0.131% |
| AMZN Amazon.com Inc | 9,853 | $1.62M | $2.51M | - | $890,477.6 | 54.85% | +1.492% |
| AVGO Broadcom Inc. | 1,097 | $362,387.9 | $415,225.47 | - | $52,837.57 | 14.58% | +4.414% |
| BND Vanguard Total Bond Market Index Fund | 390,575 | $28.48M | $27.37M | - | -$1.11M | -3.9% | +0.272% |
| BRK-A Berkshire Hathaway Inc. | 1 | $718,140 | $761,810.06 | - | $43,670.06 | 6.08% | +0.718% |
| BRK-B Berkshire Hathaway Inc. | 7,437 | $2.7M | $3.78M | - | $1.08M | 39.96% | +0.728% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 100,748 | $1.91M | $1.97M | - | $55,336.85 | 2.89% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 86,519 | $1.65M | $1.69M | - | $43,518.2 | 2.64% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 82,316 | $1.62M | $1.66M | - | $39,251.33 | 2.42% | +0.099% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 87,350 | $1.62M | $1.6M | - | -$25,166.44 | -1.55% | +0.219% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 94,798 | $1.58M | $1.54M | - | -$42,357.64 | -2.68% | +0.186% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 90,215 | $1.48M | $1.43M | - | -$51,946.33 | -3.51% | +0.285% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 67,926 | $1.4M | $1.34M | - | -$66,944.36 | -4.77% | +0.357% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 62,147 | $1.32M | $1.25M | - | -$72,791.82 | -5.51% | +0.4% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 49,896 | $1.04M | $978,460.56 | - | -$57,118.83 | -5.52% | +0.435% |
| COST Costco Wholesale Corporation | 435 | $433,447.05 | $404,267.25 | - | -$29,179.8 | -6.73% | +0.631% |
| CVX Chevron Corporation | 1,653 | $246,886.08 | $344,270.31 | - | $97,384.23 | 39.45% | +0.872% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 7,936 | $229,905.92 | $361,445.12 | - | $131,539.2 | 57.21% | +0.607% |
| DFAE Dimensional Emerging Core Equity Market ETF | 21,264 | $618,806.78 | $858,108.72 | - | $239,301.94 | 38.67% | -0.111% |
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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 - $4.26M, iShares Core Universal USD Bond ETF - $2.22M, JPMorgan Municipal Bond ETF - $1.91M, 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 - $498,701.57. 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 $25.5M earned over time. The largest contributors to dividend income include Dimensional U.S. Equity Market ETF - $5.74M, Vanguard Total Bond Market Index Fund - $4.47M, iShares Core Universal USD Bond ETF - $1.97M, JPMorgan Municipal Bond ETF - $1.91M, 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.
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