JP
Jaimie Palmer Portfolio
Invests via Beacon Capital Management LLC | Managed by Jonathan S. Maxson, Cameron "Pete" Benson
Invests via Beacon Capital Management LLC
Managed by Jonathan S. Maxson, Cameron "Pete" Benson
Automatically Tracked
Jaimie Palmer Profile
A prominent figure in the tech entrepreneurship space, Jaimie Palmer has significantly impacted startup culture through innovative product development and leadership. With a background that marries engineering prowess with market insight, they have successfully founded and scaled multiple ventures aimed at enhancing consumer experiences across various platforms. Their ability to navigate complex market dynamics while fostering cross-functional teams positions them as an influential catalyst for growth within emerging technologies. As an active mentor in the entrepreneurial ecosystem, Palmer also champions collaboration among budding founders seeking to disrupt traditional sectors.
A prominent figure in the tech entrepreneurship space, Jaimie Palmer has significantly impacted startup culture through innovative product development and leadership. With a background that marries engineering prowess with market insight, they have successfully founded and scaled multiple ventures aimed at enhancing consumer experiences across various platforms. Their ability to navigate complex market dynamics while fostering cross-functional teams positions them as an influential catalyst for growth within emerging technologies. As an active mentor in the entrepreneurial ecosystem, Palmer also champions collaboration among budding founders seeking to disrupt traditional sectors.
Investment Philosophy & Strategy
Innovation drives Jaimie Palmer's investment philosophy, reflecting a commitment to emerging technologies that reshape markets. Leveraging extensive entrepreneurial experience, they prioritize disruptive solutions with the potential to redefine consumer interactions. The emphasis lies on identifying opportunities where technology meets real-world challenges, promoting ventures that not only offer scalability but also enhance user engagement. Collaborative leadership fosters an environment conducive to creative problem-solving and cross-pollination of ideas among portfolio companies. This approach cultivates strategic partnerships and harnesses diverse insights for exponential growth in nascent industries.
Innovation drives Jaimie Palmer's investment philosophy, reflecting a commitment to emerging technologies that reshape markets. Leveraging extensive entrepreneurial experience, they prioritize disruptive solutions with the potential to redefine consumer interactions. The emphasis lies on identifying opportunities where technology meets real-world challenges, promoting ventures that not only offer scalability but also enhance user engagement. Collaborative leadership fosters an environment conducive to creative problem-solving and cross-pollination of ideas among portfolio companies. This approach cultivates strategic partnerships and harnesses diverse insights for exponential growth in nascent industries.
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:
49.2%
Gain +1.51%
Monthly
0.67%
Yearly
8.37%
Drawdown
15%
$641.87M
Equity
Holdings
$641.87M
Investment
$439.8M
$251.77M
Profit +$11.42M
Realized
$49.71M
Unrealized
$202.07M
Dividends
$38.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.51%
Profit
$11.42M
Win %
78%
This Week
Compared To Last Week
Gain
-1.76%
Profit
-$11.52M
Win %
78%
This Month
Compared to last month
Gain
-2.62%
Profit
-$17.27M
Win %
78%
This Year
Compared to last year
Gain
4.15%
Profit
$23.28M
Win %
78%
LRCX Lam Research Corporation
+12.79%
+$40,368.15 
ASTS AST SpaceMobile, Inc.
+11.65%
+$35,612.5 
MU Micron Technology, Inc.
+11%
+$137,417.08 
TQQQ ProShares UltraPro QQQ
+9.78%
+$36,341.1 
REMX VanEck Rare Earth and Strategic Metals ETF
+8.93%
+$27,208 
AMD Advanced Micro Devices, Inc.
+8.13%
+$135,497.49 
RCL Royal Caribbean Group
+7.08%
+$26,539.87 
BAI iShares A.I. Innovation and Tech Active ETF
+7.02%
+$107,385.6 
BA Boeing Company
+5.76%
+$21,389.34 
SLV iShares Silver Trust
+5.72%
+$54,723.9 
AMGN Amgen Inc.
+5.31%
+$20,637.42 
NVDU Direxion Daily NVDA Bull 2X Shares
+4.69%
+$18,087.32 
CAT Caterpillar Inc.
+4.61%
+$26,234.27 
SPXC Spx Technologies Inc.
+4.6%
+$20,168.4 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$88,405.86 
TSLA Tesla, Inc.
+4.48%
+$163,944.37 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$70,808.61 
LMT Lockheed Martin Corporation
+4.41%
+$9,796.67 
SHLD Global X Defense Tech ETF
+4.39%
+$35,526.84 
HNI Hni Corporation
+4.3%
+$10,661.34 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$16,278.93 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+4.07%
+$9,333 
SHW The Sherwin-Williams Company
+3.93%
+$8,441.58 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$28,180.75 
RTX RTX Corporation
+3.69%
+$13,270.3 
SCHF Schwab International Equity ETF
+3.65%
+$80,142.07 
AVGO Broadcom Inc.
+3.64%
+$59,592.86 
CMI Cummins Inc.
+3.62%
+$26,756.74 
CORO Ishares International Country Rotational Active ETF
+3.5%
+$112,110.77 
CHRW C.H. Robinson Worldwide, Inc.
+3.42%
+$57,924.35 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$22,602.26 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$2.3M 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$21,909.04 
PPLT abrdn Physical Platinum Shares ETF
+3.31%
+$28,330 
PAVE Global X U.S. Infrastructure Development ETF
+3.29%
+$8,333.78 
VGT Vanguard Information Technology ETF
+3.29%
+$623,373.84 
GLD SPDR Gold Shares
+3.21%
+$40,396.86 
IAU iShares Gold Trust
+3.2%
+$11,375.04 
MBOT Microbot Medical Inc.
+3.11%
+$1,760 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$33,899.58 
IWM iShares Russell 2000 ETF
+2.92%
+$16,648.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$10,035.04 
VMC Vulcan Materials Company
+2.74%
+$12,169.96 
TT Trane Technologies plc
+2.61%
+$7,832.3 
VCR Vanguard Consumer Discretionary ETF
+2.55%
+$8,364.61 
VB Vanguard Small-Cap ETF
+2.48%
+$10,751.62 
PFE Pfizer Inc.
+2.42%
+$6,589.36 
NVDA NVIDIA Corporation
+2.42%
+$377,790.75 
HD The Home Depot, Inc.
+2.36%
+$13,498.38 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$6,078.95 
BLCR iShares Large Cap Core ACT ETF
+2.35%
+$18,693 
CSCO Cisco Systems, Inc.
+2.34%
+$12,273.7 
LLY Eli Lilly and Company
+2.31%
+$48,865.4 
VOOG Vanguard S&P 500 Growth ETF
+2.3%
+$5,503.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$38,552.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$120,816.36 
LOW Lowe's Companies Inc.
+2.22%
+$9,388.4 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$7,537.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.06%
+$62,452.64 
IWD iShares Russell 1000 Value ETF
+1.99%
+$9,657.54 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$1.12M 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.94%
+$5,771.92 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$17,598.62 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.88%
+$330,309.82 
USA Liberty All Star Equity Fund
+1.85%
+$1,908.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$1M 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.83%
+$152,179.67 
DBB Invesco DB Base Metals Fund
+1.82%
+$13,050.76 
VO Vanguard Mid-Cap ETF
+1.81%
+$12,858.56 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$6,977.17 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$7,592.88 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$2.15M 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$21,494.85 
VUG Vanguard Growth ETF
+1.76%
+$615,411.3 
VOO Vanguard S&P 500 ETF
+1.76%
+$82,684.75 
IVV iShares Core S&P 500 ETF
+1.75%
+$53,517 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$40,471.92 
VTV Vanguard Value ETF
+1.7%
+$10,515.4 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$19,063.94 
MRK Merck & Co., Inc.
+1.62%
+$8,198.61 
FLRG Fidelity U.S. Multifactor ETF
+1.48%
+$5,016.18 
SVOL Simplify Volatility Premium ETF
+1.47%
+$16,270.66 
TSCO Tractor Supply Company
+1.45%
+$2,319.78 
AIT Applied Industrial Technologies Inc.
+1.42%
+$4,058.6 
AMZN Amazon.com Inc
+1.37%
+$111,471.75 
JPM JPMorgan Chase & Co.
+1.35%
+$11,348.45 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$16,258.67 
LIN Linde plc
+1.29%
+$3,347.05 
IBM International Business Machines Corporation
+1.26%
+$8,452.1 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$3,179.75 
SBAR Simplify Barrier Income ETF
+1.18%
+$19,146.97 
AAPL Apple Inc.
+1.16%
+$189,304.94 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$37,561.06 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$8,704.95 
VHT Vanguard Health Care ETF
+1.06%
+$2,457.22 
VOOV Vanguard S&P 500 Value ETF
+1.04%
+$160,017.75 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1%
+$4,912.64 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.99%
+$5,582.49 
BAC Bank of America Corporation
+0.95%
+$3,921.84 
HCA HCA Healthcare Inc.
+0.93%
+$12,594.12 
MCD McDonald's Corporation
+0.92%
+$2,459.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$5,931.27 
FFBC First Financial Bancorp.
+0.87%
+$3,133.35 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$2,478.87 
PNFP Pinnacle Financial Partners Inc.
+0.78%
+$16,327.18 
XLF Financial Select Sector SPDR Fund
+0.72%
+$2,068.87 
AGGH Simplify Aggregate Bond ETF
+0.69%
+$10,479.98 
GOOG Alphabet Inc
+0.64%
+$16,463.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$1,302.92 
ABT Abbott Laboratories
+0.62%
+$1,106.6 
FBND Fidelity Total Bond ETF
+0.61%
+$1,795.47 
AVIG Avantis Core Fixed Income ETF
+0.6%
+$1,538.85 
PLTR Palantir Technologies Inc.
+0.58%
+$2,460.85 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$1,580.15 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$3,148.18 
PYLD PIMCO Multisector Bond Active ETF
+0.57%
+$4,250.85 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.56%
+$2,891.72 
GOOGL Alphabet Inc
+0.33%
+$13,693.8 
ABBV AbbVie Inc.
+0.28%
+$1,573.76 
OVM Overlay Shares Municipal Bond Fund
+0.25%
+$1,002.8 
JNJ Johnson & Johnson
+0.15%
+$2,141.13 
IDU iShares U.S. Utilities ETF
+0.15%
+$546.32 
FOXY Simplify Currency Strategy ETF
+0.14%
+$2,240.2 
PECO Phillips Edison & Company, Inc.
+0.13%
+$510.29 
MMIT NYLI MacKay Muni Intermediate ETF
+0.12%
+$495.54 
BUCK Simplify Treasury Option Income ETF
+0.11%
+$2,512.95 
PUSH PGIM Ultra Short Municipal Bond ETF
+0.09%
+$322.43 
STE STERIS plc
+0.05%
+$102.4 
PKST Peakstone Realty Trust
+0.05%
+$157.35 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.03%
+$111.51 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$4,866.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$237.39 
ORCL Oracle Corporation
-8.47%
-$70,153.68 
COP ConocoPhillips
-3.72%
-$14,807.2 
XOM Exxon Mobil Corporation
-2.7%
-$29,016.82 
OXY Occidental Petroleum Corporation
-2.57%
-$5,480.15 
MO Altria Group, Inc.
-2.39%
-$11,971.75 
CVX Chevron Corporation
-2%
-$31,384.99 
CTA Simplify Managed Futures Strategy ETF
-1.96%
-$45,328.68 
XLE Energy Select Sector SPDR Fund
-1.92%
-$5,584.32 
MSFT Microsoft Corp.
-1.72%
-$71,653.43 
ALL Allstate Corporation
-1.59%
-$3,880.4 
ACN Accenture plc Class A
-1.27%
-$5,734.8 
SMA SmartStop Self Storage REIT Inc.
-1.25%
-$9,129.06 
PM Philip Morris International Inc.
-1.21%
-$7,390.38 
MPC Marathon Petroleum Corporation
-1.17%
-$10,995.6 
V Visa Inc. Class A
-0.99%
-$4,513.84 
KO The Coca-Cola Company
-0.97%
-$2,760.48 
NFLX Netflix, Inc.
-0.89%
-$5,639.25 
COST Costco Wholesale Corporation
-0.83%
-$14,909.36 
BDTX Black Diamond Therapeutics, Inc.
-0.81%
-$234.22 
DUK Duke Energy Corporation
-0.62%
-$3,297.91 
AFL Aflac Inc.
-0.54%
-$2,966.04 
META Meta Platforms Inc Class A
-0.47%
-$6,971.35 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$6,139.6 
PG Procter & Gamble Co
-0.35%
-$11,268.47 
SHEL Shell plc
-0.35%
-$1,999.52 
T AT&T Inc.
-0.3%
-$1,302.21 
PEP PepsiCo, Inc.
-0.25%
-$533.53 
WMT Walmart Inc.
-0.23%
-$4,676.28 
RF-PF Regions Financial Corporation
-0.2%
-$6,815.4 
VDC VANGUARD CONSUMER STAPLES ETF
-0.2%
-$523.02 
SILA Sila Realty Trust Inc.
-0.15%
-$390.56 
FXU First Trust Utilities AlphaDEX Fund
-0.1%
-$202.9 
AHR American Healthcare REIT, Inc.
-0.06%
-$318.72 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$119.16 Events
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Dividends
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| Trades 7371 | Longs Won 3770/7371 51% | Profit Factor 7.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,029.64 |
| Average Win $77,004.73 | Best Trade (Jun 11) $19.01M | Sharpe Ratio -12.91 |
| Average Loss -$10,701.89 | Worst Trade (Sep 30) -$5.48M | Z-Score -15.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $34,156.88 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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Returns
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Option values are updated at end of day.
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