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:
3.47%
Gain
Monthly
0.18%
Yearly
2.23%
Drawdown
17.79%
$234.02M
Equity
Holdings
$234.02M
Investment
$203.4M
$36.1M
Profit -$725,695.68
Realized
$5.48M
Unrealized
$30.62M
Dividends
$6.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$725,695.68
Win %
79%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$864,630.54
Win %
79%
This Month
Compared to last month
Gain
-0.24%
Profit
-$551,679.03
Win %
79%
This Year
Compared to last year
Gain
8.7%
Profit
$18.75M
Win %
92%
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
+3.73%
+$33,710.4 
ADM Archer-Daniels-Midland Co
+3.04%
+$9,132.48 
GE General Electric Company
+2.79%
+$15,941.8 
ORCL Oracle Corporation
+2.58%
+$31,955.55 
GEV GE Vernova Inc.
+2.44%
+$8,247.81 
CINF Cincinnati Financial Corporation
+2.27%
+$5,443.99 
CAT Caterpillar Inc.
+1.65%
+$9,249.63 
XOM Exxon Mobil Corporation
+1.63%
+$39,562.74 
F Ford Motor Company
+1.48%
+$4,540.47 
PSX Phillips 66
+1.46%
+$6,049.03 
BP BP p.l.c. Sponsored ADR
+1.4%
+$2,508.72 
JNJ Johnson & Johnson
+1.38%
+$5,796 
ABBV AbbVie Inc.
+1.34%
+$5,531.8 
GDMN WisdomTree Efficient Gold Plus Miners Fund
+1.31%
+$7,328.7 
RTX RTX Corporation
+1.3%
+$9,844.94 
CVX Chevron Corporation
+1.26%
+$7,305.65 
PM Philip Morris International Inc.
+1.21%
+$4,653.28 
FFIV F5 Inc.
+1.1%
+$15,655.64 
EPD Enterprise Products Partners L.P.
+1.08%
+$2,451.8 
AAAU Goldman Sachs Physical Gold ETF
+1.01%
+$18,277.83 
ET Energy Transfer L.P.
+0.89%
+$4,809.24 
VDE Vanguard Energy ETF
+0.87%
+$2,087.4 
MRK Merck & Co., Inc.
+0.85%
+$2,189.81 
LLY Eli Lilly and Company
+0.74%
+$2,408.01 
PFG Principal Financial Group, Inc.
+0.73%
+$3,463.59 
AMD Advanced Micro Devices, Inc.
+0.47%
+$9,503.44 
SPMO Invesco S&P 500 Momentum ETF
+0.47%
+$1,497.36 
EES WisdomTree U.S. SmallCap Fund
+0.45%
+$7,397.15 
GDE WisdomTree Efficient Gold Plus
+0.45%
+$9,189.72 
DFLV Dimensional US Large Cap Value ETF
+0.31%
+$2,312.5 
NLR VanEck Uranium and Nuclear ETF
+0.27%
+$1,488.06 
EMBD Global X Emerging Markets Bond ETF
+0.25%
+$1,144.08 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$2,348.5 
VTV Vanguard Value ETF
+0.23%
+$606.9 
T AT&T Inc.
+0.18%
+$450.19 
GILD Gilead Sciences Inc.
+0.14%
+$330.52 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$593.4 
OKE ONEOK, Inc.
+0.13%
+$468.96 
SCHM Schwab U.S. Mid-Cap ETF
+0.13%
+$319.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.09%
+$1,934.91 
JBND JPMorgan Active Bond ETF
+0.08%
+$4,184.88 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$694.65 
VNQ Vanguard Real Estate ETF
+0.07%
+$385.28 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.07%
+$3,038.7 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$311.85 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$328.18 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$619.3 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.04%
+$137.52 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,186.89 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$641.75 
VOE Vanguard Mid-Cap Value ETF
+0.03%
+$67.35 
BKLN Invesco Senior Loan ETF
+0.02%
+$227.82 
DBND DoubleLine Opportunistic Bond ETF
+0.02%
+$1,274.54 
MEAR iShares Short Maturity Bond ETF
+0.02%
+$63.23 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$80.81 
EVMO
0%
$0 
JPIE JPMorgan Income ETF
0%
-$12.87 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
ZFEB
0%
$0 
NFLX Netflix, Inc.
-7.36%
-$13,035.98 
META Meta Platforms Inc Class A
-4.67%
-$48,686.4 
KO The Coca-Cola Company
-2.88%
-$16,466.45 
BITQ Bitwise Crypto Industry Innovators ETF
-2.58%
-$22,780.5 
ETHW Bitwise Ethereum ETF
-2.35%
-$9,975.74 
MSFT Microsoft Corp.
-2.29%
-$27,255.42 
GOOGL Alphabet Inc
-2.27%
-$58,362.11 
V Visa Inc. Class A
-1.96%
-$6,835.4 
UPRO ProShares UltraPro S&P500
-1.9%
-$9,180.99 
TSLA Tesla, Inc.
-1.87%
-$10,052.1 
PLTR Palantir Technologies Inc.
-1.86%
-$22,883.17 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$7,392.16 
AXP American Express Company
-1.35%
-$7,408.8 
BITB Bitwise Bitcoin ETF
-1.32%
-$32,409.3 
PEP PepsiCo, Inc.
-1.28%
-$3,585.37 
VUG Vanguard Growth ETF
-1.2%
-$23,556 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$10,727.6 
NVDA NVIDIA Corporation
-1.11%
-$10,739.19 
HD The Home Depot, Inc.
-1.09%
-$4,999.01 
MCD McDonald's Corporation
-0.91%
-$4,020 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$2,880.66 
SPIN SPDR SSGA US Equity Premium Income ETF
-0.89%
-$10,648.8 
IGV iShares Expanded Tech-Software Sector ETF
-0.89%
-$2,780.5 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$7,435.01 
DFAE Dimensional Emerging Core Equity Market ETF
-0.88%
-$7,876.85 
AAPL Apple Inc.
-0.88%
-$17,037.73 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$41,359.11 
GARP iShares MSCI USA Quality GARP ETF
-0.82%
-$37,702.5 
BTI British American Tobacco p.l.c. ADR
-0.81%
-$2,464.28 
COST Costco Wholesale Corporation
-0.81%
-$6,876.1 
DFSV Dimensional US Small Cap Value ETF
-0.78%
-$2,914.93 
AMZN Amazon.com Inc
-0.75%
-$17,675.76 
GVAL Cambria Global Value ETF
-0.73%
-$45,726.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.71%
-$6,479.76 
INTC Intel Corporation
-0.7%
-$3,098.76 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$2,675.36 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$32,079.32 
DXUV Dimensional US Vector Equity ETF
-0.62%
-$1,965.6 
IVV iShares Core S&P 500 ETF
-0.61%
-$3,578.78 
SCHB Schwab U.S. Broad Market ETF
-0.6%
-$18,033.75 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
-0.6%
-$45,897.95 
VOO Vanguard S&P 500 ETF
-0.6%
-$18,192.65 
EBUF Innovator Emerging Markets 10 Buffer ETF - Quarterly
-0.6%
-$1,496.84 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.59%
-$4,812.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$54,637.44 
DFAU Dimensional US Core Equity Market ETF
-0.59%
-$4,954.73 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.58%
-$1,715.07 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$23,110.5 
GSUS Goldman Sachs MarketBeta U.S.
-0.57%
-$2,844.7 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.57%
-$1,797.08 
VT Vanguard Total World Stock ETF
-0.55%
-$3,091.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$36,424.03 
EPS WisdomTree U.S. LargeCap Fund
-0.54%
-$2,212.14 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.53%
-$2,058.42 
IDMO Invesco S&P International Developed Momentum ETF
-0.52%
-$15,874.48 
CGDV Capital Group Dividend Value ETF
-0.51%
-$4,391.49 
VEU Vanguard FTSE All-World ex-US ETF
-0.49%
-$1,118.61 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.48%
-$45,073.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.48%
-$1,127.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.47%
-$11,831.2 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.46%
-$7,165.2 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$2,533.02 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.43%
-$10,770 
WTV WisdomTree U.S. Value Fund
-0.39%
-$15,659.54 
SDIV Global X SuperDividend ETF
-0.38%
-$1,542.99 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$25,996.14 
SPHQ Invesco S&P 500 Quality ETF
-0.37%
-$2,060.48 
IBUF Innovator International Developed 10 Buffer ETF – Quarterly
-0.36%
-$8,467.06 
JEPI JPMorgan Equity Premium Income Fund
-0.36%
-$825.95 
PSFF Pacer Swan SOS Fund of Funds
-0.36%
-$7,695.43 
VTWO Vanguard Russell 2000 ETF
-0.36%
-$7,439 
BUFB Innovator Laddered Allocation Buffer ETF
-0.35%
-$9,447.76 
VB Vanguard Small-Cap ETF
-0.34%
-$1,110.41 
IWM iShares Russell 2000 ETF
-0.33%
-$7,223.65 
EFA iShares MSCI EAFE ETF
-0.32%
-$817.08 
COWZ Pacer US Cash Cows 100 ETF
-0.31%
-$927 
DFAI Dimensional International Core Equity Market ETF
-0.3%
-$14,775.12 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.28%
-$692.34 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.28%
-$756.99 
WMT Walmart Inc.
-0.28%
-$1,398.08 
AVGO Broadcom Inc.
-0.25%
-$919.6 
BALT Inn Defined Wealth Shield Mutual Fund
-0.25%
-$570.26 
PKW Invesco BuyBack Achievers ETF
-0.24%
-$1,713.96 
VIG Vanguard Dividend Appreciation ETF
-0.24%
-$10,702.89 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$9,586.98 
KMI Kinder Morgan, Inc.
-0.23%
-$651.52 
PG Procter & Gamble Co
-0.19%
-$696 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.18%
-$9,237.7 
RWL Invesco S&P 500 Revenue ETF
-0.12%
-$6,512.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$1,422.22 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$643.1 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.08%
-$196.16 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$651.98 
PFE Pfizer Inc.
-0.06%
-$137.79 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$247.35 
VO Vanguard Mid-Cap ETF
-0.04%
-$776.86 
KDEC INN US Small Cap Beta ETF
-0.04%
-$269.04 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.03%
-$463.35 
VGK Vanguard FTSE Europe ETF
-0.01%
-$30.93 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.01%
-$135.23 Events
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Dividends
Dividend Analysis
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| Trades 2115 | Longs Won 635/2115 30% | Profit Factor 7.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $99,737.72 |
| Average Win $65,330.04 | Best Trade (Jul 13) $2.01M | Sharpe Ratio -40.97 |
| Average Loss -$3,639.6 | Worst Trade (Jul 10) -$642,143.15 | Z-Score -20.25 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 2d | Expectancy $17,067.59 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
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Returns
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Option values are updated at end of day.
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