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:
102.28%
Gain -0.31%
Monthly
1.16%
Yearly
14.84%
Drawdown
26.55%
$708.09M
Equity
Holdings
$708.09M
Investment
$560.42M
$263.52M
Profit -$1.71M
Realized
$105.22M
Unrealized
$158.3M
Dividends
$42.39M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$1.71M
Win %
77%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$2.89M
Win %
77%
This Month
Compared to last month
Gain
-1.15%
Profit
-$8.2M
Win %
77%
This Year
Compared to last year
Gain
-2.99%
Profit
-$20.44M
Win %
76%
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$37,748.51 
COP ConocoPhillips
+3.55%
+$16,445.77 
MBOT Microbot Medical Inc.
+3.19%
+$960 
CVX Chevron Corporation
+2.88%
+$54,395.07 
XOM ExxonMobil Holdings Corporation
+2.79%
+$31,050.36 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$7,948.16 
MU Micron Technology Inc.
+2.46%
+$29,736.72 
CTA Simplify Managed Futures Strategy ETF
+2.43%
+$26,555.17 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.25%
+$15,967.42 
AMD Advanced Micro Devices Inc.
+1.74%
+$31,878.24 
INTC Intel Corporation
+1.72%
+$3,597.09 
CSCO Cisco Systems, Inc.
+1.53%
+$6,966.47 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.49%
+$3,609.76 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.85%
+$23,084.67 
BAI iShares A.I. Innovation and Tech Active ETF
+0.8%
+$52,694.72 
MSFT Microsoft Corporation Common Stock
+0.66%
+$33,144.02 
IBM International Business Machines Corporation
+0.57%
+$3,598.9 
SMA SmartStop Self Storage REIT, Inc.
+0.56%
+$2,148.4 
SVOL Simplify Volatility Premium ETF
+0.54%
+$2,841.12 
FFBC First Financial Bancorp.
+0.52%
+$1,766.98 
ORCL Oracle Corporation
+0.49%
+$2,592.22 
XLK State Street Technology Select Sector SPDR ETF
+0.49%
+$3,906.21 
VGT Vanguard Information Technology ETF
+0.48%
+$67,127.23 
BA The Boeing Company
+0.43%
+$1,274.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.4%
+$24,935.4 
DE Deere & Company
+0.39%
+$827.31 
HCA HCA Healthcare, Inc.
+0.37%
+$6,245.32 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$1,855.84 
RF Regions Financial Corp.
+0.25%
+$9,535.26 
MUB iShares National Muni Bond ETF
+0.18%
+$756.77 
PECO Phillips Edison & Company, Inc.
+0.18%
+$437.85 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.18%
+$4,862.97 
PUSH PGIM Ultra Short Municipal Bond ETF
+0.16%
+$582.32 
ABBV AbbVie Inc.
+0.16%
+$1,017.02 
MSTR Strategy Inc.
+0.14%
+$1,220.07 
AVXC Avantis Emerging Markets ex-China Equity ETF
+0.09%
+$336.11 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.06%
+$153.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$717.14 
BILZ PIMCO Ultra Short Government Active ETF
+0.03%
+$12,947.16 
SHLD Global X Defense Tech ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
BDTX Black Diamond Therapeutics, Inc.
-9.62%
-$5,123 
T AT&T Inc.
-7.96%
-$33,537.49 
NEM Newmont Corporation
-4.59%
-$9,306.24 
RCL Royal Caribbean Cruises Ltd.
-3.37%
-$11,840.55 
F Ford Motor Co.
-2.85%
-$4,782.78 
LOW Lowe's Companies, Inc.
-2.78%
-$11,118.28 
PG The Procter & Gamble Company
-2.76%
-$54,396.66 
KO The Coca-Cola Company
-2.76%
-$7,592.81 
VMC Vulcan Materials Co.
-2.62%
-$10,755.9 
LLY Eli Lilly and Company
-2.54%
-$61,508.69 
CAT Caterpillar Inc.
-2.42%
-$9,326.34 
HD The Home Depot, Inc.
-2.41%
-$12,640.03 
MO Altria Group, Inc.
-2.31%
-$12,364 
AFL Aflac Incorporated
-2.24%
-$12,726.36 
RTX RTX Corporation
-1.9%
-$8,029.03 
AMGN Amgen Inc. Common Stock
-1.79%
-$8,669.62 
NFLX Netflix Inc.
-1.79%
-$6,609.62 
VDC Vanguard Consumer Staples ETF
-1.78%
-$4,269.38 
MCD McDonald's Corporation
-1.65%
-$4,157.49 
VCR Vanguard Consumer Discretionary ETF
-1.57%
-$4,513.31 
V Visa Inc. Class A
-1.55%
-$8,236.85 
JPM JPMorgan Chase & Co.
-1.47%
-$16,358.15 
COST Costco Wholesale Corp
-1.46%
-$26,236.2 
JNJ Johnson & Johnson
-1.42%
-$21,933.54 
PH Parker-Hannifin Corporation
-1.42%
-$2,654.4 
MRK Merck & Co., Inc.
-1.34%
-$6,928.53 
NVDU Direxion Daily NVDA Bull 2X Shares
-1.33%
-$5,114.46 
HNI HNI Corporation
-1.33%
-$4,353.28 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$3,585 
VFH Vanguard Financials Index Fund ETF Shares
-1.29%
-$6,934.86 
PFE Pfizer Inc.
-1.28%
-$3,140.28 
XLI State Street Industrial Select Sector SPDR ETF
-1.27%
-$2,538.33 
SLV iShares Silver Trust
-1.26%
-$6,120.02 
GOOGL Alphabet Inc
-1.24%
-$44,571.26 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.24%
-$170,524.08 
PM Philip Morris International Inc.
-1.12%
-$6,939.42 
VHT Vanguard Health Care ETF
-1.11%
-$3,103.36 
GOOG Alphabet Inc
-1.08%
-$22,292.94 
PPLT abrdn Physical Platinum Shares ETF
-1.06%
-$2,232 
BAC Bank of America Corporation
-1.02%
-$4,086.7 
WMT Walmart Inc.
-1.02%
-$23,708.25 
META Meta Platforms Inc Class A
-0.96%
-$16,116.96 
AMZN Amazon.com Inc
-0.95%
-$78,535.24 
PAVE Global X U.S. Infrastructure Development ETF
-0.9%
-$2,141.79 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$11,749.24 
TT Trane Technologies plc
-0.87%
-$2,613 
PAYH TrueShares S&P Autocallable High Income ETF
-0.86%
-$5,793.72 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$9,458 
CHRW C.H. Robinson Worldwide Inc.
-0.8%
-$10,440.12 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$1,788.16 
AIT Applied Industrial Technologies Inc.
-0.75%
-$2,186.4 
WFC Wells Fargo & Company
-0.75%
-$2,486.83 
FLRG Fidelity U.S. Multifactor ETF
-0.73%
-$5,068.58 
AHR American Healthcare REIT, Inc.
-0.71%
-$2,509.14 
VYM Vanguard High Dividend Yield ETF
-0.68%
-$1,680.8 
GLDM SPDR Gold MiniShares Trust
-0.67%
-$6,043.06 
VTV Vanguard Morningstar Value ETF
-0.66%
-$2,014.5 
GLD SPDR Gold Shares
-0.65%
-$6,940.56 
TSLA Tesla, Inc.
-0.63%
-$21,244.63 
IWD iShares Russell 1000 Value ETF
-0.63%
-$3,405.07 
BLCR iShares Large Cap Core Active ETF
-0.62%
-$56,329.2 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$4,584 
NVDA NVIDIA Corporation
-0.59%
-$95,721.25 
VOOV Vanguard S&P 500 Value ETF
-0.58%
-$80,632.8 
IVE iShares S&P 500 Value ETF
-0.56%
-$100,226.7 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.56%
-$9,733.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.56%
-$131,105.7 
IVV iShares Core S&P 500 ETF
-0.54%
-$26,420.03 
USMV iShares MSCI USA Min Vol Factor ETF
-0.54%
-$1,597.12 
DINO HF Sinclair Corporation
-0.54%
-$1,648.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$246,464.16 
VOO Vanguard S&P 500 ETF
-0.53%
-$23,562.48 
IVW iShares S&P 500 Growth ETF
-0.53%
-$126,987.12 
VV Vanguard Morningstar Large-Cap ETF
-0.52%
-$39,477.2 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$490,895.85 
VOOG Vanguard S&P 500 Growth ETF
-0.52%
-$1,802.99 
INRO iShares U.S. Industry Rotation Active ETF
-0.51%
-$10,018.7 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.51%
-$2,103.25 
PSX Phillips 66
-0.51%
-$1,309.17 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.51%
-$14,985 
VTI Vanguard Total Stock Market ETF
-0.5%
-$212,987.88 
VB Vanguard Small-Cap ETF
-0.5%
-$2,090.9 
SCHX Schwab U.S. Large-Cap ETF
-0.5%
-$1,508.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$2,455.97 
IEFA iShares Core MSCI EAFE ETF
-0.49%
-$7,891.3 
AVGO Broadcom Inc.
-0.48%
-$7,238.4 
SCHB Schwab U.S. Broad Market ETF
-0.48%
-$4,649.54 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$115,038.62 
IWB iShares Russell 1000 ETF
-0.46%
-$1,025.99 
IWR iShares Russell Mid-Cap ETF
-0.46%
-$2,324.5 
MPC Marathon Petroleum Corp.
-0.45%
-$7,360.38 
SCHA Schwab U.S. Small-Cap ETF
-0.41%
-$2,608.87 
CMI Cummins Inc.
-0.41%
-$2,504.88 
FOXY Simplify Currency Strategy ETF
-0.41%
-$3,070.54 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$4,618.56 
BUCK Simplify Treasury Option Income ETF
-0.39%
-$4,102.11 
AVSC Avantis U.S. Small Cap Equity ETF
-0.37%
-$1,003.6 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$2,434.38 
XTEN BondBloxx Bloomberg Ten Year Target Duration U.S. Treasury ETF
-0.34%
-$7,639.8 
USA Liberty All Star Equity Fund
-0.34%
-$363.78 
DUK Duke Energy Corporation
-0.34%
-$1,881.18 
SCHF Schwab International Equity ETF
-0.34%
-$46,443.96 
IWM iShares Russell 2000 ETF
-0.33%
-$1,629.34 
MGK Vanguard Mega Cap Growth ETF
-0.31%
-$124,969.83 
AGGH Simplify Aggregate Bond ETF
-0.31%
-$2,264.76 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$640.5 
LIN Linde plc
-0.3%
-$771.12 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.29%
-$3,532.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.25%
-$15,222.57 
VXUS Vanguard Total International Stock ETF
-0.24%
-$1,769.6 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.23%
-$1,372.14 
FBND Fidelity Total Bond ETF
-0.2%
-$479.98 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.2%
-$960.66 
TQQQ ProShares UltraPro QQQ
-0.2%
-$354.38 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.19%
-$583.56 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.18%
-$741.39 
CORO iShares International Country Rotation Active ETF
-0.17%
-$40,238.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$340.32 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$4,604.43 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$19,764.29 
AAPL Apple Inc.
-0.14%
-$26,912.21 
PNFP Pinnacle Financial Partners Inc.
-0.11%
-$2,460.26 
BINC iShares Flexible Income Active ETF
-0.1%
-$955.6 
ACII Innovator Index Autocallable Income Strategy ETF
-0.04%
-$473.11 
WELL Welltower Inc.
-0.03%
-$76.38 
LRCX Lam Research Corp.
-0.02%
-$56.98 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$4,754.71 Events
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Dividends
Dividend Analysis
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| Trades 7700 | Longs Won 4182/7700 54% | Profit Factor 6.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,696.13 |
| Average Win $73,535.29 | Best Trade (Oct 24) $14.85M | Sharpe Ratio -11.38 |
| Average Loss -$12,508.33 | Worst Trade (Sep 30) -$5.48M | Z-Score -15.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $34,223.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,924 | $10.42M | $19.1M | - | $8.67M | 83.21% | -0.141% |
| ABBV AbbVie Inc. | 2,260 | $413,368.6 | $645,546.42 | - | $232,177.82 | 56.17% | +0.158% |
| ACII Innovator Index Autocallable Income Strategy ETF | 47,311 | $1.2M | $1.2M | - | -$2,034.37 | -0.17% | -0.039% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 14,589 | $304,326.54 | $301,700.52 | - | -$2,626.02 | -0.86% | -0.193% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 58,875 | $1.21M | $1.2M | - | -$10,008.75 | -0.83% | -0.293% |
| AFL Aflac Incorporated | 4,611 | $407,896.13 | $555,671.61 | - | $147,775.48 | 36.23% | -2.239% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,127 | $211,049.05 | $204,106.92 | - | -$6,942.13 | -3.29% | -0.166% |
| AGGH Simplify Aggregate Bond ETF | 37,746 | $781,719.66 | $723,213.36 | - | -$58,506.3 | -7.48% | -0.312% |
| AHR American Healthcare REIT, Inc. | 6,603 | $172,885.35 | $350,091.06 | - | $177,205.71 | 102.5% | -0.712% |
| AIT Applied Industrial Technologies Inc. | 911 | $180,593.43 | $288,787 | - | $108,193.57 | 59.91% | -0.751% |
| AMD Advanced Micro Devices Inc. | 3,598 | $373,533.58 | $1.86M | - | $1.49M | 397.79% | +1.744% |
| AMGN Amgen Inc. Common Stock | 1,081 | $315,741.25 | $474,840.06 | - | $159,098.81 | 50.39% | -1.793% |
| AMZN Amazon.com Inc | 32,998 | $4.08M | $8.18M | - | $4.1M | 100.4% | -0.951% |
| AVGO Broadcom Inc. | 4,640 | $566,944.1 | $1.49M | - | $925,651.05 | 163.27% | -0.483% |
| AVSC Avantis U.S. Small Cap Equity ETF | 3,860 | $266,880.4 | $272,824.8 | - | $5,944.4 | 2.23% | -0.367% |
| AVXC Avantis Emerging Markets ex-China Equity ETF | 4,734 | $388,969.11 | $364,139.28 | - | -$24,829.83 | -6.38% | +0.092% |
| BA The Boeing Company | 1,593 | $311,873.11 | $300,041.55 | - | -$11,831.56 | -3.79% | +0.427% |
| BAC Bank of America Corporation | 7,859 | $329,362.07 | $397,351.04 | - | $67,988.97 | 20.64% | -1.018% |
| BAI iShares A.I. Innovation and Tech Active ETF | 164,671 | $7.87M | $6.66M | - | -$1.21M | -15.36% | +0.798% |
| BDTX Black Diamond Therapeutics, Inc. | 25,615 | $49,559.35 | $48,156.2 | - | -$1,403.15 | -2.83% | -9.615% |
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FAQ
Which stocks have generated the highest profits for Jaimie Palmer?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $39.94M, Invesco QQQ Trust, Series 1 - $18.52M, Vanguard Total Stock Market ETF - $18.5M, Vanguard Mega Cap Growth ETF - $15.38M, and Vanguard Morningstar Growth ETF - $10.93M. 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 Financials Index Fund ETF Shares - $2.87M, Vanguard Short-Term Inflation-Protected Securities ETF - $1.93M, Vanguard Materials Index Fund ETF Shares - $1.92M, iShares 20+ Year Treasury Bond ETF - $1.56M, and Schwab U.S. TIPS ETF - $667,173.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jaimie Palmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $42.39M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $6.86M, PIMCO Ultra Short Government Active ETF - $6.59M, Simplify Volatility Premium ETF - $2.9M, Vanguard Total Stock Market ETF - $2.62M, and Vanguard S&P 500 Value ETF - $2.16M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jaimie Palmer's monthly returns?
Jaimie Palmer'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 Jaimie Palmer's strategy be considered aggressive or moderate?
Jaimie Palmer'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 Jaimie Palmer's strategy?
Jaimie Palmer'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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