Jennifer Scott Portfolio

Invests via Scott Capital Advisors LLC | Managed by Jennifer R. Scott, Casey J. Scott, Shaughn Scott

Invests via Scott Capital Advisors LLC

Managed by Jennifer R. Scott, Casey J. Scott, Shaughn Scott

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:11 PM

Jennifer Scott Profile

With a notable background in entrepreneurship and executive leadership, Jennifer Scott has carved a niche as a dynamic innovator in the tech space. Her career is marked by the successful founding of multiple startups that focus on digital transformation and user experience enhancement. Bringing deep sector expertise, she serves as an advisor to various growth-stage companies, leveraging her insights to drive product development and market penetration strategies. Known for her ability to foster collaborative environments, Scott emphasizes team empowerment and strategic agility within organizations. Her influence extends across sectors where technology meets consumer engagement, making her a significant figure in shaping future trends.

Investment Philosophy & Strategy

Innovation is a cornerstone of effective investment, and Jennifer Scott excels at harnessing emerging technologies to capitalize on market opportunities. Her entrepreneurial journey showcases an adeptness for identifying disruptive potential in consumer-focused sectors, driving the development of solutions that resonate with target audiences. Prioritizing agility and adaptability within her ventures, she fosters environments conducive to creative problem-solving and rapid iteration. This dynamic approach enables her to align investments with trends that redefine user experiences across industries, making strategic choices informed by deep sector insights.

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:

33.39%

Gain +0.4%

Monthly

0.37%

Yearly

4.56%

Drawdown

14.18%

$524.54M

Equity

Holdings

$524.54M

Investment

$402.23M

$121.4M

Profit +$2.4M

Realized

-$910,735.58

Unrealized

$122.31M

Dividends

$25.57M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.4%

Profit

$2.4M

Win %

83%

This Week

Compared To Last Week

Gain

-0.04%

Profit

-$219,901.2

Win %

83%

This Month

Compared to last month

Gain

-0.7%

Profit

-$3.7M

Win %

83%

This Year

Compared to last year

Gain

5.46%

Profit

$28.69M

Win %

83%

Gainers
Losers

CIFR Cipher Mining Inc.

+8.26%

+$74,800

CAG Conagra Brands Inc.

+2.16%

+$5,315.12

TSLA Tesla, Inc.

+1.88%

+$15,775.53

WFC Wells Fargo & Company

+1.64%

+$4,224.15

BAC Bank of America Corporation

+1.52%

+$5,564.16

O Realty Income Corporation

+1.32%

+$9,741.69

C Citigroup Inc.

+1.27%

+$3,555.99

VOE Vanguard Mid-Cap Value ETF

+1.09%

+$122,800.98

JNJ Johnson & Johnson

+1.07%

+$7,310.85

VO Vanguard Mid-Cap ETF

+0.97%

+$160,097.78

XLRE The Real Estate Select Sector SPDR Fund

+0.96%

+$14,145.71

BRK-A Berkshire Hathaway Inc.

+0.93%

+$13,578

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$501,459.01

FERG Ferguson Enterprises Inc

+0.88%

+$2,456.22

VYM Vanguard High Dividend Yield ETF

+0.8%

+$18,488.73

VOT Vanguard Mid-Cap Growth ETF

+0.75%

+$2,528.24

SBUX Starbucks Corporation

+0.74%

+$2,268.6

VB Vanguard Small-Cap ETF

+0.73%

+$291,224.75

COST Costco Wholesale Corporation

+0.72%

+$5,130.66

DGRO iShares Core Dividend Growth ETF

+0.7%

+$283,273.72

CGDV Capital Group Dividend Value ETF

+0.68%

+$43,984.71

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$215,062.4

IVV iShares Core S&P 500 ETF

+0.58%

+$14,847.94

VOO Vanguard S&P 500 ETF

+0.58%

+$475,666.04

ESGV Vanguard ESG U.S. Stock ETF

+0.57%

+$10,383.54

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$3,976.7

NULG Nuveen ESG Large-Cap Growth ETF

+0.56%

+$15,384.6

SPYI NEOS S&P 500 High Income ETF

+0.53%

+$1,447.6

ESGU iShares ESG Aware MSCI USA ETF

+0.48%

+$8,185.32

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$41,055.04

WMT Walmart Inc.

+0.45%

+$912.33

PEP PepsiCo, Inc.

+0.4%

+$777.2

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$20,097

SCHF Schwab International Equity ETF

+0.29%

+$929.52

VUG Vanguard Growth ETF

+0.22%

+$96,185.22

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$4,515.65

NVDA NVIDIA Corporation

+0.14%

+$3,566.47

PYLD PIMCO Multisector Bond Active ETF

+0.11%

+$19,524.96

MSFT Microsoft Corp.

+0.1%

+$5,416.8

SPHY SPDR Portfolio High Yield Bond ETF

+0.04%

+$91.36

SUB iShares Short-Term National Muni Bond ETF

+0.04%

+$214.56

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$2,936.31

JPIE JPMorgan Income ETF

+0.01%

+$2,860.18

LLY Eli Lilly and Company

-2.41%

-$7,547.84

NKE Nike, Inc. - Class B

-2.32%

-$6,660.51

JKH iShares Morningstar Mid-Cap Growth ETF

-2.31%

-$247,179.05

AAPL Apple Inc.

-1.52%

-$13,684.5

AMZN Amazon.com Inc

-1.23%

-$12,790.16

CSCO Cisco Systems, Inc.

-0.6%

-$2,490.76

VIGI Vanguard International Dividend Appreciation Index Fund

-0.22%

-$485.94

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$57,688.74

FBND Fidelity Total Bond ETF

-0.11%

-$19,660.25

VTEB Vanguard Tax-Exempt Bond ETF

-0.09%

-$1,004

VCEB Vanguard ESG U.S. Corporate Bond Fund

-0.07%

-$863.39

CGMS Capital Group U.S. Multi-Sector Income ETF

-0.07%

-$1,184.02

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.07%

-$337.98

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$826.56

JPLD JPMorgan Limited Duration ETF

-0.02%

-$392.11

Events

Dividends

Dividend Analysis

No Data

Trades 755	Longs Won 524/755 69%	Profit Factor 12.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.04M
Average Win $251,973.49	Best Trade (Jun 12) $21.83M	Sharpe Ratio -8.47
Average Loss -$46,040.71	Worst Trade (Jun 30) -$2.67M	Z-Score 15.68 (100%)
Commissions $0	Avg. Trade Length 1y 11m 6d	Expectancy $160,792.98

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	11,364	10,227	9,091	7,955	6,818	5,682	4,545	3,409	2,273	1,136