Jesse Rodrigue Portfolio
Invests via Fortune 45 LLC | Managed by Jesse B. Rodrigue
Invests via Fortune 45 LLC
Managed by Jesse B. Rodrigue
Automatically Tracked
Jesse Rodrigue Profile
Jesse Rodrigue has built a multifaceted career that integrates entrepreneurial spirit with investment acumen. As a seasoned founder, he has demonstrated an ability to drive innovative business solutions while navigating the complexities of capital markets. With a strong background in technology and emerging startups, Jesse plays an essential role in shaping industry advancements and fostering new ideas within competitive landscapes. His commitment to elevating nascent companies sets him apart as a leader who not only invests but also actively contributes to their strategic growth trajectories.
Jesse Rodrigue has built a multifaceted career that integrates entrepreneurial spirit with investment acumen. As a seasoned founder, he has demonstrated an ability to drive innovative business solutions while navigating the complexities of capital markets. With a strong background in technology and emerging startups, Jesse plays an essential role in shaping industry advancements and fostering new ideas within competitive landscapes. His commitment to elevating nascent companies sets him apart as a leader who not only invests but also actively contributes to their strategic growth trajectories.
Investment Philosophy & Strategy
In the realm of transformative opportunities, Jesse Rodrigue exemplifies an entrepreneurial mindset deeply rooted in his extensive operational experience. He strategically prioritizes investments within technology-driven startups, seeking to catalyze innovation and market disruption. This focus on fostering scalable solutions not only enhances value creation but also drives sustainable growth trajectories for emerging businesses. By leveraging insights from competitive dynamics, he actively supports companies in refining their business models to meet evolving consumer demands while positioning them for long-term success.
In the realm of transformative opportunities, Jesse Rodrigue exemplifies an entrepreneurial mindset deeply rooted in his extensive operational experience. He strategically prioritizes investments within technology-driven startups, seeking to catalyze innovation and market disruption. This focus on fostering scalable solutions not only enhances value creation but also drives sustainable growth trajectories for emerging businesses. By leveraging insights from competitive dynamics, he actively supports companies in refining their business models to meet evolving consumer demands while positioning them for long-term success.
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:
115.23%
Gain +1.15%
Monthly
1.1%
Yearly
14.04%
Drawdown
23.54%
$239.01M
Equity
Holdings
$239.01M
Investment
$161.57M
$71.55M
Profit +$1.33M
Realized
-$5.89M
Unrealized
$77.44M
Dividends
$10.43M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$1.33M
Win %
82%
This Week
Compared To Last Week
Gain
0.56%
Profit
$1.33M
Win %
82%
This Month
Compared to last month
Gain
1.49%
Profit
$3.51M
Win %
82%
This Year
Compared to last year
Gain
2.12%
Profit
$4.96M
Win %
81%
TER Teradyne, Inc.
+7.25%
+$65,528.55 
TSLA Tesla, Inc.
+4.89%
+$42,928.82 
EME EMCOR Group, Inc.
+2.91%
+$8,567.71 
AVGO Broadcom Inc.
+2.82%
+$22,690.55 
VRT Vertiv Holdings Co
+2.51%
+$8,410.98 
INTC Intel Corporation
+2.43%
+$14,886.16 
FDXF FedEx Freight Holding Company Inc.
+2.38%
+$10,015.64 
ORCL Oracle Corporation
+2.26%
+$11,693.73 
NVDA NVIDIA Corporation
+1.78%
+$85,398.96 
GLW Corning Incorporated
+1.71%
+$13,497.24 
GOOGL Alphabet Inc
+1.54%
+$37,643.04 
ETN Eaton Corporation plc
+1.21%
+$10,843.8 
DOV Dover Corporation
+1.13%
+$8,965.38 
AMZN Amazon.com Inc
+1.07%
+$27,486.81 
ILCG iShares Morningstar Growth ETF
+1.07%
+$8,746.92 
PLTR Palantir Technologies Inc.
+1.03%
+$11,415.07 
QQQ Invesco QQQ Trust, Series 1
+1%
+$710,405.55 
XLG Invesco S&P 500 Top 50 ETF
+0.87%
+$6,146.07 
MGK Vanguard Mega Cap Growth ETF
+0.86%
+$29,288.8 
META Meta Platforms Inc Class A
+0.81%
+$16,646.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$8,937.76 
VOO Vanguard S&P 500 ETF
+0.59%
+$531,521.2 
MSFT Microsoft Corp.
+0.4%
+$5,243.31 
GS The Goldman Sachs Group, Inc.
+0.35%
+$4,223.33 
AAPL Apple Inc.
+0.33%
+$14,590 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$2,045.38 
PG Procter & Gamble Co
+0.2%
+$1,441.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.16%
+$1,050.1 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.13%
+$5,382 
COST Costco Wholesale Corporation
+0.08%
+$259.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 637 | Longs Won 357/637 56% | Profit Factor 5.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $815,397.18 |
| Average Win $250,212.88 | Best Trade (Oct 06) $13.23M | Sharpe Ratio -9.78 |
| Average Loss -$63,496.9 | Worst Trade (Sep 30) -$1.58M | Z-Score 4.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $112,318.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 3,759 | 3,383 | 3,008 | 2,632 | 2,256 | 1,880 | 1,504 | 1,128 | 752 | 376 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,447 | $2.53M | $4.46M | - | $1.93M | 76.49% | +0.328% |
| AMZN Amazon.com Inc | 10,333 | $1.77M | $2.59M | - | $827,076.34 | 46.85% | +1.072% |
| AVGO Broadcom Inc. | 2,343 | $791,630.63 | $827,839.07 | - | $36,208.44 | 4.57% | +2.818% |
| BRK-B Berkshire Hathaway Inc. | 1,697 | $872,467.76 | $851,393.88 | - | -$21,073.88 | -2.42% | +0.241% |
| COST Costco Wholesale Corporation | 342 | $323,300.25 | $313,169.4 | - | -$10,130.85 | -3.13% | +0.083% |
 CVX Chevron Corporation | 1,638 | $266,539.48 | $338,681.07 | - | $72,141.59 | 27.07% | -0.162% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 8,280 | $3.02M | $4.22M | - | $1.2M | 39.66% | +0.128% |
| DOV Dover Corporation | 4,219 | $882,399.81 | $802,390.51 | - | -$80,009.3 | -9.07% | +1.13% |
| EME EMCOR Group, Inc. | 383 | $287,351.23 | $303,106.2 | - | $15,754.97 | 5.48% | +2.909% |
| ETN Eaton Corporation plc | 2,046 | $871,841.52 | $905,518.68 | - | $33,677.16 | 3.86% | +1.212% |
| FDXF FedEx Freight Holding Company Inc. | 3,801 | $573,951 | $430,672.3 | - | -$143,278.7 | -24.96% | +2.381% |
 GEV GE Vernova Inc. | 1,477 | $1.33M | $1.46M | - | $126,751.83 | 9.52% | -0.053% |
| GLW Corning Incorporated | 4,926 | $686,990.46 | $803,726.16 | - | $116,735.7 | 16.99% | +1.708% |
| GOOGL Alphabet Inc | 7,246 | $1.07M | $2.49M | - | $1.42M | 132.2% | +1.536% |
| GS The Goldman Sachs Group, Inc. | 1,345 | $851,652.12 | $1.21M | - | $358,592.33 | 42.11% | +0.35% |
| ILCG iShares Morningstar Growth ETF | 6,942 | $499,383.88 | $824,397.21 | - | $325,013.33 | 65.08% | +1.072% |
| INTC Intel Corporation | 5,098 | $711,833.74 | $626,646.16 | - | -$85,187.58 | -11.97% | +2.433% |
| META Meta Platforms Inc Class A | 2,819 | $1.31M | $2.06M | - | $749,288.06 | 57.03% | +0.813% |
| MGK Vanguard Mega Cap Growth ETF | 36,611 | $1.93M | $3.43M | - | $1.49M | 77.29% | +0.862% |
| MSFT Microsoft Corp. | 2,533 | $878,208.21 | $1.3M | - | $425,957.5 | 48.5% | +0.404% |
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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 Jesse Rodrigue?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.86M, First Trust Morningstar Dividend Leaders Index Fund - $1.31M, SPDR Portfolio S&P 500 Value ETF - $1.12M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.09M, and NVIDIA Corporation - $1.04M. 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: Vanguard Mega Cap Growth ETF - $2.79M, Invesco S&P 500 Top 50 ETF - $1.57M, Invesco QQQ Trust, Series 1 - $1.1M, Schwab U.S. Dividend Equity ETF - $801,333.03, and Shopify Inc - $643,433.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jesse Rodrigue's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.43M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $2.94M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.35M, Vanguard Intermediate-Term Corporate Bond Fund - $772,355.06, Invesco QQQ Trust, Series 1 - $763,412.96, and WisdomTree Floating Rate Treasury Fund - $624,735.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jesse Rodrigue's monthly returns?
Jesse Rodrigue'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 Jesse Rodrigue's strategy be considered aggressive or moderate?
Jesse Rodrigue'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 Jesse Rodrigue's strategy?
Jesse Rodrigue'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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