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
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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:
113.02%
Gain -0.56%
Monthly
1.09%
Yearly
13.96%
Drawdown
26.83%
$637.12M
Equity
Holdings
$637.12M
Investment
$516.56M
$121.37M
Profit -$1.54M
Realized
$806,378.23
Unrealized
$120.56M
Dividends
$31.33M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$1.54M
Win %
67%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$4.82M
Win %
67%
This Month
Compared to last month
Gain
-0.56%
Profit
-$3.59M
Win %
67%
This Year
Compared to last year
Gain
-0.34%
Profit
-$1.95M
Win %
69%
WMT Walmart Inc.
+1.86%
+$3,579.81 
COST Costco Wholesale Corporation
+0.62%
+$4,405.72 
AAPL Apple Inc.
+0.44%
+$4,758.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.35%
+$197,613.82 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$29,099.2 
JEPI JPMorgan Equity Premium Income Fund
+0.12%
+$10,569.07 
MSFT Microsoft Corp.
+0.08%
+$5,736.64 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$6,436.1 
BRK-A Berkshire Hathaway Inc.
0%
+$14.31 
CIFR Cipher Mining Inc.
-7.83%
-$57,848.67 
LLY Eli Lilly and Company
-4.34%
-$13,918.49 
SBUX Starbucks Corporation
-4.09%
-$11,432.55 
INTC Intel Corporation
-3.55%
-$9,672.12 
BAC Bank of America Corporation
-2.23%
-$7,918.07 
MU Micron Technology, Inc.
-2.17%
-$5,421.1 
JNJ Johnson & Johnson
-2.15%
-$15,972.93 
TSLA Tesla, Inc.
-1.58%
-$12,548.94 
CVIE Calvert International Responsible Index ETF
-1.39%
-$3,453.01 
VSGX Vanguard ESG International Stock ETF
-1.36%
-$10,217.93 
C Citigroup Inc.
-1.23%
-$3,180.82 
SCHF Schwab International Equity ETF
-1.16%
-$3,611.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.12%
-$246,136.35 
VBK Vanguard Small-Cap Growth ETF
-0.95%
-$3,098.76 
CSCO Cisco Systems, Inc.
-0.95%
-$3,616.38 
NVDA NVIDIA Corporation
-0.94%
-$29,284.02 
AMZN Amazon.com Inc
-0.65%
-$7,420.83 
QQQ Invesco QQQ Trust, Series 1
-0.64%
-$221,349.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.58%
-$1,323.84 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.57%
-$19,054.09 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.55%
-$1,181.92 
ESGV Vanguard ESG U.S. Stock ETF
-0.54%
-$10,881.47 
VB Vanguard Small-Cap ETF
-0.54%
-$205,018.18 
VUG Vanguard Growth ETF
-0.53%
-$245,138.18 
NULG Nuveen ESG Large-Cap Growth ETF
-0.48%
-$14,021.84 
WFC Wells Fargo & Company
-0.42%
-$1,053.32 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.41%
-$44,219.76 
CGDV Capital Group Dividend Value ETF
-0.4%
-$30,195.8 
XLRE The Real Estate Select Sector SPDR Fund
-0.39%
-$4,970.24 
ESGU iShares ESG Aware MSCI USA ETF
-0.38%
-$6,788.48 
VOO Vanguard S&P 500 ETF
-0.35%
-$295,832.99 
IVV iShares Core S&P 500 ETF
-0.35%
-$9,411.27 
VIG Vanguard Dividend Appreciation ETF
-0.33%
-$2,318.03 
NKE Nike, Inc. - Class B
-0.31%
-$772.17 
SPYI NEOS S&P 500 High Income ETF
-0.26%
-$1,142.82 
SPHY SPDR Portfolio High Yield Bond ETF
-0.22%
-$450.79 
CAG Conagra Brands Inc.
-0.19%
-$458.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.17%
-$2,036.72 
VO Vanguard Mid-Cap ETF
-0.16%
-$25,954.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.14%
-$319.1 
FERG Ferguson Enterprises Inc
-0.13%
-$348.27 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$30,262.38 
DGRO iShares Core Dividend Growth ETF
-0.1%
-$43,157.68 
O Realty Income Corporation
-0.1%
-$737.11 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$50,792.18 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$18,503.78 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.09%
-$1,420.43 
JPIE JPMorgan Income ETF
-0.09%
-$23,912.44 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.09%
-$993.92 
VYM Vanguard High Dividend Yield ETF
-0.08%
-$1,818.96 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$26,285.25 
FBND Fidelity Total Bond ETF
-0.06%
-$18,073.72 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$71.32 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,847.3 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$315.68 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$60.02 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$28.46 Events
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Dividends
Dividend Analysis
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| Trades 815 | Longs Won 504/815 61% | Profit Factor 7.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $279,962.45 | Best Trade (Oct 07) $24.02M | Sharpe Ratio -13.42 |
| Average Loss -$63,445.47 | Worst Trade (Jun 30) -$2.67M | Z-Score 3.93 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 5d | Expectancy $148,919.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,237 | $596,518.32 | $1.09M | - | $498,040.86 | 83.49% | +0.437% |
| AMZN Amazon.com Inc | 4,391 | $754,803.56 | $1.13M | - | $379,084.37 | 50.22% | -0.65% |
| BAC Bank of America Corporation | 6,626 | $237,193.94 | $346,705.45 | - | $109,511.51 | 46.17% | -2.233% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 677,229 | $51.89M | $49.24M | - | -$2.65M | -5.1% | -0.103% |
| BRK-A Berkshire Hathaway Inc. | 2 | $901,324 | $1.52M | - | $618,490.31 | 68.62% | +0.001% |
| C Citigroup Inc. | 2,026 | $236,413.94 | $254,769.5 | - | $18,355.56 | 7.76% | -1.233% |
| CAG Conagra Brands Inc. | 18,328 | $625,901.2 | $242,387.8 | - | -$383,513.4 | -61.27% | -0.189% |
| CGDV Capital Group Dividend Value ETF | 150,979 | $6.52M | $7.44M | - | $919,806.47 | 14.1% | -0.404% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 63,135 | $1.74M | $1.66M | - | -$84,370.03 | -4.84% | -0.019% |
| CIFR Cipher Mining Inc. | 50,740 | $831,830 | $680,925.73 | - | -$150,904.27 | -18.14% | -7.83% |
| COST Costco Wholesale Corporation | 748 | $471,322.84 | $709,208.72 | - | $237,885.88 | 50.47% | +0.625% |
| CSCO Cisco Systems, Inc. | 3,258 | $203,399.78 | $378,840.24 | - | $175,440.46 | 86.25% | -0.946% |
| CVIE Calvert International Responsible Index ETF | 2,986 | $249,092.12 | $244,314.52 | - | -$4,777.6 | -1.92% | -1.394% |
| DGRO iShares Core Dividend Growth ETF | 539,471 | $32.39M | $41.13M | - | $8.74M | 26.98% | -0.105% |
| ESGU iShares ESG Aware MSCI USA ETF | 10,607 | $1.12M | $1.8M | - | $677,428.64 | 60.49% | -0.376% |
| ESGV Vanguard ESG U.S. Stock ETF | 14,606 | $1.5M | $2.01M | - | $506,302.33 | 33.77% | -0.54% |
| FBND Fidelity Total Bond ETF | 722,949 | $33.12M | $31.3M | - | -$1.82M | -5.49% | -0.058% |
| FERG Ferguson Enterprises Inc | 1,222 | $242,537.52 | $262,455.05 | - | $19,917.53 | 8.21% | -0.133% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 14,264 | $345,474.08 | $343,405.8 | - | -$2,068.28 | -0.6% | -0.021% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 9,117 | $230,204.25 | $227,150.05 | - | -$3,054.2 | -1.33% | -0.14% |
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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 - $5.83M, Schwab U.S. Dividend Equity ETF - $4.98M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.94M, JPMorgan Income ETF - $3.14M, and Vanguard Growth ETF - $2.78M. 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, iShares Core International Stock ETF - $984,906.58, Vanguard Mid-Cap ETF - $980,249.57, Vanguard ESG U.S. Stock ETF - $395,721.19, 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 $31.33M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.75M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.91M, Vanguard S&P 500 ETF - $3.84M, JPMorgan Income ETF - $3.14M, and JPMorgan Ultra-Short Income ETF - $1.9M. 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.
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