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
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.
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.
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:
104.1%
Gain +1.98%
Monthly
1.19%
Yearly
15.23%
Drawdown
26.84%
$647.27M
Equity
Holdings
$647.27M
Investment
$516.56M
$131.52M
Profit +$4.03M
Realized
$806,378.23
Unrealized
$130.71M
Dividends
$28.61M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.98%
Profit
$4.03M
Win %
78%
This Week
Compared To Last Week
Gain
1.53%
Profit
$9.73M
Win %
78%
This Month
Compared to last month
Gain
1.53%
Profit
$9.73M
Win %
78%
This Year
Compared to last year
Gain
1.25%
Profit
$8.2M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$158,427.24 
FERG Ferguson Enterprises Inc
+3.52%
+$9,739.34 
MSFT Microsoft Corp.
+3.02%
+$186,035.44 
NVDA NVIDIA Corporation
+2.93%
+$75,320.7 
CSCO Cisco Systems, Inc.
+2.14%
+$7,916.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,025.92 
WFC Wells Fargo & Company
+1.19%
+$3,159.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$34,495.26 
VUG Vanguard Growth ETF
+1.1%
+$465,262.26 
TSLA Tesla, Inc.
+0.76%
+$4,960.68 
VOO Vanguard S&P 500 ETF
+0.71%
+$577,406.77 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$12,197.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,715.2 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$12,999.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$203,476.32 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$2,775.42 
CGDV Capital Group Dividend Value ETF
+0.63%
+$46,803.49 
BAC Bank of America Corporation
+0.36%
+$1,457.72 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$30,894.19 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$7,261.31 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$1,525.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$103,102.86 
C Citigroup Inc.
+0.1%
+$263.36 
WMT Walmart Inc.
+0.09%
+$178.1 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$91.81 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$142.64 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$6,436.42 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$56.93 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$79,371.21 
MU Micron Technology, Inc.
-5.9%
-$11,874.89 
CAG Conagra Brands Inc.
-3.46%
-$9,530.56 
CIFR Cipher Mining Inc.
-1.48%
-$16,997.9 
NKE Nike, Inc. - Class B
-1.37%
-$4,265.32 
INTC Intel Corporation
-1.02%
-$2,237.58 
O Realty Income Corporation
-0.87%
-$7,505.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$1,858.96 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$11,995.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$146,434.3 
SCHF Schwab International Equity ETF
-0.58%
-$1,834.4 
SBUX Starbucks Corporation
-0.57%
-$1,791 
LLY Eli Lilly and Company
-0.53%
-$1,655.1 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$7,144.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,661.98 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$1,800.6 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$118,682.54 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$875.85 
FBND Fidelity Total Bond ETF
-0.27%
-$86,753.88 
COST Costco Wholesale Corporation
-0.24%
-$1,705.42 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$26,860.24 
VB Vanguard Small-Cap ETF
-0.22%
-$87,617.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$101,584.35 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$37,007.55 
CVIE Calvert International Responsible Index ETF
-0.18%
-$450.89 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,109.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$42,723.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,272.95 
JPIE JPMorgan Income ETF
-0.09%
-$23,912.44 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$9,070.72 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$937.66 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$20,927.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$8,305.52 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$91.17 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$516.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 815 | Longs Won 553/815 67% | Profit Factor 11.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $261,251.49 | Best Trade (Aug 06) $23.41M | Sharpe Ratio -13.36 |
| Average Loss -$49,437.16 | Worst Trade (Jun 30) -$2.67M | Z-Score 10.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 5d | Expectancy $161,373.66 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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
FAQ
Which stocks have generated the highest profits for Jennifer Scott?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $5.61M, Schwab U.S. Dividend Equity ETF - $4.53M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.74M, JPMorgan Income ETF - $3.01M, and Vanguard Growth ETF - $2.73M. 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 Russell 2000 ETF - $3.68M, Vanguard Mid-Cap ETF - $1.04M, iShares Core International Stock ETF - $984,906.58, Vanguard ESG U.S. Stock ETF - $400,409.72, and Intel Corporation - $113,159.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Scott's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.61M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.29M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.72M, Vanguard S&P 500 ETF - $3.63M, JPMorgan Income ETF - $3.01M, and JPMorgan Ultra-Short Income ETF - $1.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Scott's monthly returns?
Jennifer Scott'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 Jennifer Scott's strategy be considered aggressive or moderate?
Jennifer Scott's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jennifer Scott's strategy?
Jennifer Scott'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.
