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:
91.09%
Gain -0.37%
Monthly
1.2%
Yearly
15.34%
Drawdown
26.36%
$689.68M
Equity
Holdings
$689.68M
Investment
$508.34M
$266.06M
Profit -$1.85M
Realized
$84.72M
Unrealized
$181.35M
Dividends
$41.17M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$1.85M
Win %
79%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$7.32M
Win %
79%
This Month
Compared to last month
Gain
-0.59%
Profit
-$4.08M
Win %
79%
This Year
Compared to last year
Gain
0.24%
Profit
$1.95M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$1.21M 
GOOG Alphabet Inc
+6.88%
+$149,603.61 
GOOGL Alphabet Inc
+6.73%
+$248,293.5 
NVDU Direxion Daily NVDA Bull 2X Shares
+5.78%
+$21,075.2 
TT Trane Technologies plc
+3.33%
+$9,828.91 
HNI HNI Corporation
+3.28%
+$9,653.92 
META Meta Platforms Inc Class A
+3.28%
+$44,712.7 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,828.8 
MSFT Microsoft Corp.
+3.02%
+$133,993.46 
NVDA NVIDIA Corporation
+2.93%
+$438,979.63 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$9,009.34 
CVX Chevron Corporation
+2.35%
+$37,131.8 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$3,700.62 
CSCO Cisco Systems, Inc.
+2.14%
+$11,921.58 
TQQQ ProShares UltraPro QQQ
+2.08%
+$3,591.72 
ORCL Oracle Corporation
+1.81%
+$9,346.26 
HCA HCA Healthcare Inc.
+1.72%
+$24,520.76 
SHEL Shell plc
+1.62%
+$9,788.73 
ACN Accenture plc Class A
+1.61%
+$7,064.21 
AIT Applied Industrial Technologies Inc.
+1.58%
+$4,882.94 
LMT Lockheed Martin Corporation
+1.5%
+$3,814.46 
FOXY Simplify Currency Strategy ETF
+1.46%
+$17,657.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$27,867.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$261,400.32 
PH Parker-Hannifin Corporation
+1.43%
+$2,885.41 
GE General Electric Company
+1.42%
+$3,289.62 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,732.44 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$59,383.84 
COP ConocoPhillips
+1.22%
+$4,899.55 
WFC Wells Fargo & Company
+1.19%
+$4,078.98 
AMAT Applied Materials, Inc.
+1.18%
+$1,952.91 
SVOL Simplify Volatility Premium ETF
+1.15%
+$9,343.8 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$504,261.9 
VUG Vanguard Growth ETF
+1.1%
+$308,061.57 
XLE Energy Select Sector SPDR Fund
+1%
+$2,657.95 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$37,558.44 
JAVA JPMorgan Active Value ETF
+0.87%
+$2,642.5 
IBM International Business Machines Corporation
+0.86%
+$4,902.92 
GEV GE Vernova Inc.
+0.85%
+$1,495.8 
MCD McDonald's Corporation
+0.82%
+$2,296.81 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,902.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$133,747.09 
SHLD Global X Defense Tech ETF
+0.77%
+$41,425.92 
TSLA Tesla, Inc.
+0.76%
+$21,435.7 
MPC Marathon Petroleum Corporation
+0.76%
+$8,537.13 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,787.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$31,447.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$751,625.1 
VOO Vanguard S&P 500 ETF
+0.71%
+$31,429.88 
CAT Caterpillar Inc.
+0.7%
+$3,577.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$30,438.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$54,296.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$232,684.79 
PLTR Palantir Technologies Inc.
+0.65%
+$2,412.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$354,223.2 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,538.62 
IWB iShares Russell 1000 ETF
+0.64%
+$1,308.07 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$35,738.81 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,499.84 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$5,645.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,821.14 
MO Altria Group, Inc.
+0.57%
+$2,778.75 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$7,417.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$84,541.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$248,954.38 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,175.47 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,494.17 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$6,346.94 
PFE Pfizer Inc.
+0.4%
+$874.2 
RTX RTX Corporation
+0.39%
+$1,705.2 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$8,722.74 
AVGO Broadcom Inc.
+0.37%
+$6,468.48 
PG Procter & Gamble Co
+0.37%
+$6,773.93 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,744.86 
BAC Bank of America Corporation
+0.36%
+$1,685.2 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,299.4 
RF Regions Financial Corporation
+0.32%
+$13,620.5 
MRK Merck & Co., Inc.
+0.32%
+$1,804.45 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$13,884.41 
JPM JPMorgan Chase & Co.
+0.27%
+$3,055.94 
JNJ Johnson & Johnson
+0.21%
+$3,064.46 
CMI Cummins Inc.
+0.19%
+$1,515.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$436.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,174.68 
T AT&T Inc.
+0.17%
+$868.88 
FLRG Fidelity U.S. Multifactor ETF
+0.16%
+$684.15 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,419.88 
FFBC First Financial Bancorp.
+0.12%
+$415.76 
PECO Phillips Edison & Company, Inc.
+0.12%
+$379.5 
AFL Aflac Inc.
+0.09%
+$565.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$275.13 
WMT Walmart Inc.
+0.09%
+$1,936.74 
SOXX iShares Semiconductor ETF
+0.07%
+$131.04 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$10,530.17 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$419.22 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.35M 
LIN Linde plc
-5.95%
-$15,704.95 
MU Micron Technology, Inc.
-5.9%
-$72,333.55 
MSTR Strategy Inc.
-4.56%
-$25,912.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$9,452.85 
IBIT iShares Bitcoin Trust
-2.89%
-$13,003.02 
ABBV AbbVie Inc.
-2.51%
-$14,188.71 
BA Boeing Company
-2.15%
-$7,582.66 
SLV iShares Silver Trust
-2.13%
-$11,156.04 
NFLX Netflix, Inc.
-2%
-$8,057.74 
AMD Advanced Micro Devices, Inc.
-1.9%
-$33,855.43 
LRCX Lam Research Corporation
-1.58%
-$4,615.41 
GLD SPDR Gold Shares
-1.49%
-$16,297.97 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$6,373.64 
BDTX Black Diamond Therapeutics, Inc.
-1.46%
-$390.37 
F Ford Motor Company
-1.21%
-$2,509.56 
MBOT Microbot Medical Inc.
-1.15%
-$640 
DE Deere & Company
-1.13%
-$2,216.8 
RCL Royal Caribbean Group
-1.13%
-$4,484.49 
LOW Lowe's Companies Inc.
-1.08%
-$4,213.12 
DINO HF Sinclair Corporation
-1.05%
-$2,898.36 
INTC Intel Corporation
-1.02%
-$2,266.41 
KO The Coca-Cola Company
-1.02%
-$3,045.6 
VMC Vulcan Materials Company
-0.98%
-$4,344.06 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$1,847.25 
VHT Vanguard Health Care ETF
-0.76%
-$1,977.29 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$19,846.2 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$120,975 
DUK Duke Energy Corporation
-0.67%
-$3,826.2 
AMGN Amgen Inc.
-0.64%
-$2,812.33 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,080 
PM Philip Morris International Inc.
-0.61%
-$3,780.69 
SCHF Schwab International Equity ETF
-0.58%
-$12,939.2 
LLY Eli Lilly and Company
-0.53%
-$11,015.61 
WELL Welltower Inc.
-0.51%
-$1,140.02 
IWM iShares Russell 2000 ETF
-0.47%
-$3,174.74 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$1,041.6 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$5,155.65 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$4,049.47 
HD The Home Depot, Inc.
-0.42%
-$2,274.07 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,014.27 
MBB iShares MBS ETF
-0.4%
-$4,202.46 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,470.26 
VGT Vanguard Information Technology ETF
-0.38%
-$58,760.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,377.01 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$2,276.7 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,104.84 
FBND Fidelity Total Bond ETF
-0.27%
-$645.84 
VTV Vanguard Value ETF
-0.27%
-$683.8 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$3,330.54 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.26%
-$938.73 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$694.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$513.5 
COST Costco Wholesale Corporation
-0.24%
-$4,021.87 
AHR American Healthcare REIT, Inc.
-0.23%
-$1,383.85 
VB Vanguard Small-Cap ETF
-0.22%
-$949.71 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$10,198 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,682.22 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,924.38 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$30,841.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$411.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$24,399.36 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,635.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,548.58 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.16%
-$681.55 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$749.55 
MUB iShares National Muni Bond ETF
-0.11%
-$315.36 
XLF Financial Select Sector SPDR Fund
-0.1%
-$303 
BINC iShares Flexible Income Active ETF
-0.08%
-$322.55 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$328 
VO Vanguard Mid-Cap ETF
-0.05%
-$366.36 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$736.71 
V Visa Inc. Class A
-0.04%
-$176.11 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$55.71 Events
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Dividends
Dividend Analysis
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| Trades 7541 | Longs Won 4094/7541 54% | Profit Factor 7.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $409,734.93 |
| Average Win $74,956.24 | Best Trade (Aug 14) $15.69M | Sharpe Ratio -24.54 |
| Average Loss -$11,838.09 | Worst Trade (Sep 30) -$5.48M | Z-Score -1.84 (95.32%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $35,282.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 55,120 | $10.46M | $17.03M | - | $6.57M | 62.8% | -7.354% |
| ABBV AbbVie Inc. | 2,193 | $395,842.07 | $550,311.42 | - | $154,469.35 | 39.02% | -2.513% |
| ACN Accenture plc Class A | 2,686 | $838,871.99 | $445,661.12 | - | -$393,210.87 | -46.87% | +1.611% |
| AFL Aflac Inc. | 4,710 | $414,941.15 | $600,430.8 | - | $185,489.65 | 44.7% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,054 | $204,147.63 | $199,997.98 | - | -$4,149.65 | -2.03% | -0.256% |
| AGGH Simplify Aggregate Bond ETF | 57,285 | $1.19M | $1.13M | - | -$53,847.9 | -4.54% | -0.453% |
| AHR American Healthcare REIT, Inc. | 10,645 | $278,381.55 | $591,862 | - | $313,480.45 | 112.61% | -0.233% |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,497 | $426,268.17 | $382,608.33 | - | -$43,659.84 | -10.24% | +0.341% |
| AIT Applied Industrial Technologies Inc. | 911 | $180,593.43 | $314,486.3 | - | $133,892.87 | 74.14% | +1.577% |
| AMAT Applied Materials, Inc. | 331 | $239,313 | $168,038.77 | - | -$71,274.23 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,664 | $380,750.02 | $1.74M | - | $1.36M | 358.2% | -1.904% |
| AMGN Amgen Inc. | 1,134 | $331,112.57 | $436,771.44 | - | $105,658.87 | 31.91% | -0.64% |
| AMZN Amazon.com Inc | 33,674 | $4.16M | $9.15M | - | $4.99M | 119.84% | +15.321% |
| AVGO Broadcom Inc. | 4,492 | $514,967.98 | $1.75M | - | $1.23M | 239.56% | +0.371% |
| AVIG Avantis Core Fixed Income ETF | 6,616 | $274,838.69 | $269,734.32 | - | -$5,104.37 | -1.86% | -0.257% |
| BA Boeing Company | 1,593 | $311,873.11 | $344,311.02 | - | $32,437.91 | 10.4% | -2.155% |
| BAC Bank of America Corporation | 7,660 | $318,530.5 | $474,537 | - | $156,006.5 | 48.98% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 137,458 | $6.58M | $5.68M | - | -$900,830.38 | -13.68% | +0.633% |
| BDTX Black Diamond Therapeutics, Inc. | 15,615 | $30,709.35 | $26,389.35 | - | -$4,320 | -14.07% | -1.458% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 421,207 | $42.61M | $42.53M | - | -$83,327.72 | -0.2% | +0.025% |
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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: SPDR S&P 500 ETF Trust - $32.94M, VANGUARD TOTAL STOCK MKT ETF - $15.97M, Invesco QQQ Trust, Series 1 - $14.89M, Vanguard Mega Cap Growth ETF - $12.35M, and Vanguard Growth ETF - $9.06M. 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 ETF (primary ticker: VFH) - $2.87M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.93M, Vanguard Materials ETF - $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 $41.17M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $6.59M, PIMCO Ultra Short Government Active Exchange-Traded Fund - $6.59M, Simplify Volatility Premium ETF - $2.88M, VANGUARD TOTAL STOCK MKT ETF - $2.5M, and Vanguard S&P 500 Value ETF - $2.1M. 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.
