Justin Boggs Portfolio
Invests via Optima Capital LLC | Managed by Justin Boggs, Tobin Wills
Invests via Optima Capital LLC
Managed by Justin Boggs, Tobin Wills
Automatically Tracked
Operator-investor with experience across growth-stage technology and consumer markets, Justin Boggs brings operating leadership, corporate development and capital-raising experience to private equity and venture situations. He has worked on go-to-market scaling, M&A integration and board-level strategy, and is known for sourcing partnerships between strategic acquirers and portfolio companies. Prior roles span startups and corporate finance; education grounded in business/finance. Market focus: growth equity, SaaS, and consumer internet opportunities.
Operator-investor with experience across growth-stage technology and consumer markets, Justin Boggs brings operating leadership, corporate development and capital-raising experience to private equity and venture situations. He has worked on go-to-market scaling, M&A integration and board-level strategy, and is known for sourcing partnerships between strategic acquirers and portfolio companies. Prior roles span startups and corporate finance; education grounded in business/finance. Market focus: growth equity, SaaS, and consumer internet opportunities.
Investment Philosophy & Strategy
Operator-driven investor approach emphasizing growth equity in SaaS and consumer internet businesses. Prioritizes companies with scalable go-to-market models where active board engagement, commercial scaling and M&A optionality can materially accelerate value. Capital allocation favors growth-stage rounds that finance market expansion, product-led scaling and strategic tuck-ins; holding periods are mid-term with an eye toward strategic exits. Risk discipline stresses operational KPIs, partnership-driven customer acquisition, and repeatable unit economics.
Operator-driven investor approach emphasizing growth equity in SaaS and consumer internet businesses. Prioritizes companies with scalable go-to-market models where active board engagement, commercial scaling and M&A optionality can materially accelerate value. Capital allocation favors growth-stage rounds that finance market expansion, product-led scaling and strategic tuck-ins; holding periods are mid-term with an eye toward strategic exits. Risk discipline stresses operational KPIs, partnership-driven customer acquisition, and repeatable unit economics.
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:
28.15%
Gain +0.97%
Monthly
1.25%
Yearly
16.06%
Drawdown
15.19%
$259M
Equity
Holdings
$259M
Investment
$223.46M
$42.4M
Profit +$1.96M
Realized
$6.86M
Unrealized
$35.54M
Dividends
$6.33M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.97%
Profit
$1.96M
Win %
77%
This Week
Compared To Last Week
Gain
0.76%
Profit
$1.96M
Win %
77%
This Month
Compared to last month
Gain
2.34%
Profit
$5.93M
Win %
77%
This Year
Compared to last year
Gain
2.2%
Profit
$5.58M
Win %
57%
AMZN Amazon.com Inc
+15.32%
+$321,256.23 
GOOGL Alphabet Inc
+6.73%
+$162,974.91 
FFIV F5 Inc.
+3.56%
+$30,984.46 
META Meta Platforms Inc Class A
+3.28%
+$29,560.94 
MSFT Microsoft Corp.
+3.02%
+$42,875.73 
NVDA NVIDIA Corporation
+2.93%
+$27,356.64 
CVX Chevron Corporation
+2.35%
+$16,308.16 
GLW Corning Incorporated
+2.24%
+$2,584.59 
CSCO Cisco Systems, Inc.
+2.14%
+$5,579.28 
UPRO ProShares UltraPro S&P500
+1.97%
+$8,330.51 
OKE ONEOK, Inc.
+1.95%
+$7,201.86 
ORCL Oracle Corporation
+1.81%
+$23,155.44 
CINF Cincinnati Financial Corporation
+1.69%
+$4,032.64 
KMI Kinder Morgan, Inc.
+1.64%
+$4,557.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,496.64 
GE General Electric Company
+1.42%
+$8,244.17 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$4,954.27 
SPIN SPDR SSGA US Equity Premium Income ETF
+1.24%
+$18,063.2 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$4,870.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,972.84 
VUG Vanguard Growth ETF
+1.1%
+$19,605.33 
VDE Vanguard Energy ETF
+1.02%
+$3,816.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,142.32 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+0.87%
+$67,961.4 
GEV GE Vernova Inc.
+0.85%
+$2,717.37 
MCD McDonald's Corporation
+0.82%
+$3,401.22 
TSLA Tesla, Inc.
+0.76%
+$3,263.85 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$2,764.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$37,839.45 
VOO Vanguard S&P 500 ETF
+0.71%
+$20,169.17 
CAT Caterpillar Inc.
+0.7%
+$3,645.8 
GSUS Goldman Sachs MarketBeta U.S.
+0.69%
+$3,394.52 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$9,298.42 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,973.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$65,865.83 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$38,078.04 
PLTR Palantir Technologies Inc.
+0.65%
+$7,333.58 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$32,039.04 
CGDV Capital Group Dividend Value ETF
+0.63%
+$7,217.11 
MAYU AllianzIM U.S. Buffered Flex 15 Uncapped May Fund
+0.6%
+$1,276.84 
ET Energy Transfer L.P.
+0.59%
+$3,485.76 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$17,795.43 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,808.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,801.4 
GVAL Cambria Global Value ETF
+0.56%
+$40,044.06 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$4,554.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$34,883.14 
PSX Phillips 66
+0.51%
+$2,243.12 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$1,186.37 
BUFB Innovator Laddered Allocation Buffer ETF
+0.48%
+$14,410.36 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$28,034.99 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$4,115.19 
PFE Pfizer Inc.
+0.4%
+$894.1 
RTX RTX Corporation
+0.39%
+$3,376.8 
PSFF Pacer Swan SOS Fund of Funds
+0.38%
+$7,906.93 
AVGO Broadcom Inc.
+0.37%
+$1,476 
PG Procter & Gamble Co
+0.37%
+$1,266.17 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,993.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$34,954.72 
BAC Bank of America Corporation
+0.36%
+$833.14 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$2,623.62 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$770.45 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$2,405 
MRK Merck & Co., Inc.
+0.32%
+$826.99 
DXUV Dimensional US Vector Equity ETF
+0.29%
+$912.6 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,635.08 
ZMAY Innovator EDP ETF -1 Yr May
+0.28%
+$1,990.82 
JPM JPMorgan Chase & Co.
+0.27%
+$598.78 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$1,186.9 
VT Vanguard Total World Stock ETF
+0.26%
+$1,487.07 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$506.66 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.22%
+$663.96 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$949.44 
JNJ Johnson & Johnson
+0.21%
+$882.98 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$591.37 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,157.82 
T AT&T Inc.
+0.17%
+$452.64 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$258.12 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$796.27 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$3,298.74 
WMT Walmart Inc.
+0.09%
+$437.01 
BKLN Invesco Senior Loan ETF
+0.05%
+$390.18 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$116.86 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$614.32 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,030.54 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 EVMO
EVMO
0%
$0 ZFEB
ZFEB
0%
$0 ZJUN
ZJUN
0%
$0 
AAPL Apple Inc.
-7.35%
-$144,153.08 
ETHW Bitwise Ethereum ETF
-3.05%
-$16,557.24 
BITB Bitwise Bitcoin ETF
-2.87%
-$72,106.93 
WGMI Valkyrie Bitcoin Miners ETF
-2.67%
-$17,216.1 
QCOM QUALCOMM Incorporated
-2.63%
-$4,492.75 
ABBV AbbVie Inc.
-2.51%
-$10,643.15 
BA Boeing Company
-2.15%
-$4,402.99 
AMD Advanced Micro Devices, Inc.
-1.9%
-$36,775.28 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$5,040.88 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$22,752.76 
F Ford Motor Company
-1.21%
-$3,373.02 
INTC Intel Corporation
-1.02%
-$4,274.28 
KO The Coca-Cola Company
-1.02%
-$6,062.4 
XOM Exxon Mobil Corporation
-0.97%
-$25,488.27 
GILD Gilead Sciences Inc.
-0.81%
-$1,827.54 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$11,999.73 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$83,589.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,221.96 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$1,750.71 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$36,085.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,924.08 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$3,490.55 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,347.62 
PM Philip Morris International Inc.
-0.61%
-$2,387.12 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,856.06 
LLY Eli Lilly and Company
-0.53%
-$1,753.18 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$6,740.88 
IWM iShares Russell 2000 ETF
-0.47%
-$10,915.59 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$2,810.8 
PEP PepsiCo, Inc.
-0.46%
-$1,278.08 
SDIV Global X SuperDividend ETF
-0.44%
-$1,801.47 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$13,028 
HD The Home Depot, Inc.
-0.42%
-$1,848.73 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$9,889.37 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,537.08 
AXP American Express Company
-0.38%
-$1,935.46 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$18,099.89 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$17,377.1 
FBND Fidelity Total Bond ETF
-0.27%
-$570.72 
VTV Vanguard Value ETF
-0.27%
-$555.18 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,219.39 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$639.36 
COST Costco Wholesale Corporation
-0.24%
-$2,033.73 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$646.55 
VB Vanguard Small-Cap ETF
-0.22%
-$1,546.99 
PFG Principal Financial Group, Inc.
-0.22%
-$1,050.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$660.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$499.14 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$507.42 
JBND JPMorgan Active Bond ETF
-0.21%
-$11,600.82 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$8,839.83 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$5,327.04 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$399.59 
EPD Enterprise Products Partners L.P.
-0.18%
-$422.53 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$14,973.38 
FTMH Franklin Municipal High Yield ETF
-0.17%
-$256.9 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$2,425.5 
WTV WisdomTree U.S. Value Fund
-0.13%
-$5,315.24 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$1,457.92 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$2,956.5 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$570.79 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$208.65 
JPIE JPMorgan Income ETF
-0.09%
-$5,882.16 
EMBD Global X Emerging Markets Bond ETF
-0.09%
-$568.96 
RAAX VanEck Real Assets ETF
-0.08%
-$1,403.34 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$147.76 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$188.76 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$156.06 
VO Vanguard Mid-Cap ETF
-0.05%
-$902 
V Visa Inc. Class A
-0.04%
-$129.91 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,604.08 Events
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Dividends
Dividend Analysis
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| Trades 2271 | Longs Won 1308/2271 57% | Profit Factor 8.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $104,948.88 |
| Average Win $36,971.3 | Best Trade (Aug 14) $2.33M | Sharpe Ratio -39.63 |
| Average Loss -$6,193.58 | Worst Trade (Aug 02) -$632,829.23 | Z-Score 2.84 (99.56%) |
| Commissions $0 | Avg. Trade Length 5m 3w 5d | Expectancy $18,668.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 38,564 | $1.19M | $1.54M | - | $349,004.16 | 29.31% | -1.456% |
| AAPL Apple Inc. | 5,879 | $1.45M | $1.82M | - | $367,417.56 | 25.36% | -7.354% |
| ABBV AbbVie Inc. | 1,645 | $294,931.18 | $412,796.3 | - | $117,865.12 | 39.96% | -2.513% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 103,998 | $4.58M | $4.43M | - | -$147,101.61 | -3.21% | -0.199% |
| AMD Advanced Micro Devices, Inc. | 3,980 | $481,606.03 | $1.9M | - | $1.41M | 293.49% | -1.904% |
| AMZN Amazon.com Inc | 8,904 | $1.95M | $2.42M | - | $472,271.48 | 24.27% | +15.321% |
| AVGO Broadcom Inc. | 1,025 | $291,319.82 | $399,012 | - | $107,692.18 | 36.97% | +0.371% |
| AXP American Express Company | 1,524 | $453,398.19 | $512,445 | - | $59,046.81 | 13.02% | -0.376% |
| BA Boeing Company | 925 | $200,340 | $199,929.5 | - | -$410.5 | -0.2% | -2.155% |
| BAC Bank of America Corporation | 3,787 | $215,758 | $234,604.65 | - | $18,846.65 | 8.74% | +0.356% |
| BITB Bitwise Bitcoin ETF | 71,393 | $3.75M | $2.44M | - | -$1.31M | -34.97% | -2.874% |
| BKLN Invesco Senior Loan ETF | 39,018 | $819,425.9 | $795,577.02 | - | -$23,848.88 | -2.91% | +0.049% |
| BND Vanguard Total Bond Market Index Fund | 11,681 | $850,033.5 | $843,718.63 | - | -$6,314.87 | -0.74% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 2,147 | $1M | $1.1M | - | $98,040.75 | 9.8% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 4,847 | $182,889.37 | $293,970.55 | - | $111,081.18 | 60.74% | -1.686% |
| BUFB Innovator Laddered Allocation Buffer ETF | 75,844 | $2.52M | $3M | - | $476,071.32 | 18.87% | +0.483% |
| CAT Caterpillar Inc. | 643 | $236,227.27 | $523,922.83 | - | $287,695.56 | 121.79% | +0.701% |
| CGDV Capital Group Dividend Value ETF | 23,281 | $1.03M | $1.15M | - | $121,777.49 | 11.81% | +0.63% |
| CINF Cincinnati Financial Corporation | 1,367 | $204,445.52 | $242,888.55 | - | $38,443.03 | 18.8% | +1.688% |
| COST Costco Wholesale Corporation | 892 | $822,814.15 | $849,085.89 | - | $26,271.74 | 3.19% | -0.239% |
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FAQ
Which stocks have generated the highest profits for Justin Boggs?
The largest contributions to the portfolio's profits come from the following stocks: Xtrackers MSCI EAFE Hedged Equity ETF - $927,390.02, Invesco S&P 500 Quality ETF - $898,683.78, Goldman Sachs Physical Gold ETF - $746,255.72, DoubleLine Opportunistic Bond ETF - $558,616.54, and JPMorgan Income ETF - $459,725.74. 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: Pacer US Small Cap Cash Cows 100 ETF - $212,918.21, Invesco S&P MidCap Quality ETF - $141,180.48, iShares Core S&P 500 ETF - $129,228.45, PayPal Holdings Inc - $95,552.82, and WisdomTree U.S. SmallCap Quality Dividend Growth Fund - $73,270.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin Boggs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.33M earned over time. The largest contributors to dividend income include DoubleLine Opportunistic Bond ETF - $492,408.75, JPMorgan Income ETF - $455,091.94, WisdomTree Floating Rate Treasury Fund - $216,834.27, Xtrackers MSCI EAFE Hedged Equity ETF - $186,553.31, and JPMorgan Equity Premium Income Fund - $160,797.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin Boggs's monthly returns?
Justin Boggs's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Justin Boggs's strategy be considered aggressive or moderate?
Justin Boggs's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Justin Boggs's strategy?
Justin Boggs's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
