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:
81.57%
Gain -2.15%
Monthly
1.16%
Yearly
14.81%
Drawdown
26.18%
$637.92M
Equity
Holdings
$637.92M
Investment
$440.78M
$246.96M
Profit -$10.37M
Realized
$49.82M
Unrealized
$197.14M
Dividends
$40.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.15%
Profit
-$10.37M
Win %
78%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$5.1M
Win %
78%
This Month
Compared to last month
Gain
-1.71%
Profit
-$11.09M
Win %
78%
This Year
Compared to last year
Gain
12.63%
Profit
$71.54M
Win %
78%
MSTR Strategy Inc.
+2.9%
+$15,625.5 
PLTR Palantir Technologies Inc.
+2.85%
+$12,239.64 
BDTX Black Diamond Therapeutics, Inc.
+2.71%
+$757.33 
MBOT Microbot Medical Inc.
+2.57%
+$1,440 
AMD Advanced Micro Devices, Inc.
+2.47%
+$45,141.21 
AVGO Broadcom Inc.
+2.27%
+$37,009.21 
MSFT Microsoft Corp.
+2.1%
+$86,865.38 
MU Micron Technology, Inc.
+1.91%
+$22,766.24 
GOOG Alphabet Inc
+1.87%
+$47,383.49 
GOOGL Alphabet Inc
+1.79%
+$73,191.12 
ALL Allstate Corporation
+1.49%
+$4,065.7 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.45%
+$5,347.62 
MPC Marathon Petroleum Corporation
+1.21%
+$13,530.3 
AMZN Amazon.com Inc
+1.12%
+$95,008.23 
CVX Chevron Corporation
+1.07%
+$16,603.4 
COP ConocoPhillips
+1.01%
+$3,851.2 
TQQQ ProShares UltraPro QQQ
+1.01%
+$3,647.52 
T AT&T Inc.
+0.94%
+$3,813.61 
XOM Exxon Mobil Corporation
+0.77%
+$8,147.58 
V Visa Inc. Class A
+0.77%
+$3,891.25 
OXY Occidental Petroleum Corporation
+0.71%
+$1,453.92 
ABT Abbott Laboratories
+0.7%
+$1,428.52 
RTX RTX Corporation
+0.69%
+$2,694.58 
META Meta Platforms Inc Class A
+0.68%
+$11,412.41 
CTA Simplify Managed Futures Strategy ETF
+0.68%
+$14,711.94 
BAI iShares A.I. Innovation and Tech Active ETF
+0.67%
+$9,564.03 
IBM International Business Machines Corporation
+0.65%
+$3,390.66 
XLE Energy Select Sector SPDR Fund
+0.63%
+$1,819.89 
DUK Duke Energy Corporation
+0.63%
+$3,362.16 
ACN Accenture plc Class A
+0.56%
+$2,150.55 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$7,811.27 
SPXC Spx Technologies Inc.
+0.5%
+$2,058 
SLV iShares Silver Trust
+0.49%
+$4,145.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.47%
+$26,094.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$7,754.77 
MTUM iShares MSCI USA Momentum Factor ETF
+0.44%
+$8,510.34 
USA Liberty All Star Equity Fund
+0.43%
+$454.5 
XLK State Street Technology Select Sector SPDR ETF
+0.43%
+$3,189.87 
VGT Vanguard Information Technology ETF
+0.41%
+$78,555.24 
VOOG Vanguard S&P 500 Growth ETF
+0.4%
+$982.8 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$253,125.12 
NVDU Direxion Daily NVDA Bull 2X Shares
+0.36%
+$1,397.76 
IWF iShares Russell 1000 Growth ETF
+0.29%
+$3,313.38 
VUG Vanguard Growth ETF
+0.29%
+$102,220.86 
SBAR Simplify Barrier Income ETF
+0.28%
+$4,543.35 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$142,131.15 
FLRG Fidelity U.S. Multifactor ETF
+0.22%
+$765.18 
HNI HNI Corporation
+0.22%
+$700.38 
KO The Coca-Cola Company
+0.21%
+$579.36 
BLCR iShares Large Cap Core ACT ETF
+0.21%
+$1,661.6 
NVDA NVIDIA Corporation
+0.12%
+$18,694.8 
LMT Lockheed Martin Corporation
+0.09%
+$190.35 
THRO iShares U.S. Thematic Rotation Active ETF
+0.08%
+$1,074.43 
SHLD Global X Defense Tech ETF
+0.07%
+$583.47 
USMV iShares MSCI USA Min Vol Factor ETF
+0.07%
+$186.75 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.03%
+$73.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$1,243.3 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$4,866.66 
PUSH PGIM Ultra Short Municipal Bond ETF
+0.01%
+$35.83 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$233.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$118.69 
RCL Royal Caribbean Group
0%
+$13.96 
BRK-B Berkshire Hathaway Inc.
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.95%
-$10,274.6 
ORCL Oracle Corporation
-3.18%
-$16,557.34 
VMC Vulcan Materials Company
-2.73%
-$12,820.76 
TSLA Tesla, Inc.
-2.45%
-$89,598.62 
MRK Merck & Co., Inc.
-2.38%
-$12,880.48 
LLY Eli Lilly and Company
-2.29%
-$50,165.98 
SHW The Sherwin-Williams Company
-2.08%
-$4,871.23 
LOW Lowe's Companies Inc.
-2.03%
-$8,290.8 
LRCX Lam Research Corporation
-1.94%
-$5,954.66 
CAT Caterpillar Inc.
-1.92%
-$11,211.91 
BA Boeing Company
-1.9%
-$7,218.68 
NFLX Netflix, Inc.
-1.87%
-$9,965.25 
F Ford Motor Company
-1.76%
-$3,541.25 
HD The Home Depot, Inc.
-1.72%
-$10,464.85 
AAPL Apple Inc.
-1.71%
-$317,740.42 
RF Regions Financial Corporation
-1.64%
-$70,866.53 
CHRW C.H. Robinson Worldwide, Inc.
-1.64%
-$31,274.57 
WMT Walmart Inc.
-1.54%
-$29,393.76 
SMA SmartStop Self Storage REIT Inc.
-1.52%
-$11,578.32 
PEP PepsiCo, Inc.
-1.47%
-$2,993.64 
PNFP Pinnacle Financial Partners Inc.
-1.36%
-$30,641.42 
JNJ Johnson & Johnson
-1.3%
-$19,039.29 
CMI Cummins Inc.
-1.24%
-$9,411.18 
BAC Bank of America Corporation
-1.23%
-$5,694.21 
SHEL Shell plc
-1.17%
-$6,807.63 
FOXY Simplify Currency Strategy ETF
-1.12%
-$18,431.25 
PAVE Global X U.S. Infrastructure Development ETF
-1.09%
-$2,816.09 
PFE Pfizer Inc.
-1.08%
-$2,869.56 
STE STERIS plc
-1.05%
-$2,122.68 
VHT Vanguard Health Care ETF
-0.96%
-$2,375.72 
FFBC First Financial Bancorp.
-0.87%
-$3,532.14 
JPM JPMorgan Chase & Co.
-0.79%
-$7,324.65 
TSCO Tractor Supply Company
-0.77%
-$1,225.06 
PG Procter & Gamble Co
-0.75%
-$24,487.1 
AHR American Healthcare REIT, Inc.
-0.7%
-$4,249.6 
VCR Vanguard Consumer Discretionary ETF
-0.65%
-$2,204.16 
AIT Applied Industrial Technologies Inc.
-0.65%
-$1,983.8 
ASTS AST SpaceMobile, Inc.
-0.62%
-$1,260 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$6,756.21 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$7,255.52 
TT Trane Technologies plc
-0.57%
-$1,803.6 
ABBV AbbVie Inc.
-0.56%
-$3,504.07 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.54%
-$4,452.15 
FXU First Trust Utilities AlphaDEX Fund
-0.53%
-$1,075.37 
PM Philip Morris International Inc.
-0.53%
-$3,395.55 
AMGN Amgen Inc.
-0.52%
-$2,209.92 
IVE ISHARES S&P 500 VALUE ETF
-0.51%
-$17,420.69 
VOOV Vanguard S&P 500 Value ETF
-0.51%
-$80,364.47 
IDU iShares U.S. Utilities ETF
-0.5%
-$1,903.83 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$3,317.49 
CSCO Cisco Systems, Inc.
-0.5%
-$2,450.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.49%
-$90,035.93 
PECO Phillips Edison & Company, Inc.
-0.47%
-$1,901.97 
VB Vanguard Small-Cap ETF
-0.45%
-$2,022.04 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$1,152.58 
VTV Vanguard Value ETF
-0.42%
-$2,705.62 
VDC VANGUARD CONSUMER STAPLES ETF
-0.42%
-$1,091.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.41%
-$2,187.66 
SCHF Schwab International Equity ETF
-0.41%
-$9,041.67 
XLF Financial Select Sector SPDR Fund
-0.38%
-$1,186.15 
VYM Vanguard High Dividend Yield ETF
-0.38%
-$982.1 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.38%
-$1,937.17 
AGGH Simplify Aggregate Bond ETF
-0.37%
-$5,614.27 
AFL Aflac Inc.
-0.37%
-$2,165.68 
IWD iShares Russell 1000 Value ETF
-0.36%
-$1,840.52 
IWR iShares Russell Mid-Cap ETF
-0.35%
-$1,234.62 
IWM iShares Russell 2000 ETF
-0.32%
-$1,886.81 
PPLT abrdn Physical Platinum Shares ETF
-0.31%
-$2,549.7 
COST Costco Wholesale Corporation
-0.3%
-$5,139.28 
CORO Ishares International Country Rotational Active ETF
-0.28%
-$9,151.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.28%
-$1,879.06 
AVIG Avantis Core Fixed Income ETF
-0.28%
-$722.32 
VO Vanguard Mid-Cap ETF
-0.27%
-$1,967.68 
QUAL iShares MSCI USA Quality Factor ETF
-0.27%
-$6,361.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$534.88 
FBND Fidelity Total Bond ETF
-0.25%
-$750.84 
MCD McDonald's Corporation
-0.25%
-$643.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.25%
-$1,365.14 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$1,600.16 
GLD SPDR Gold Shares
-0.22%
-$2,725.65 
IAU iShares Gold Trust
-0.21%
-$739.84 
OVM Overlay Shares Municipal Bond Fund
-0.21%
-$845.05 
BUCK Simplify Treasury Option Income ETF
-0.17%
-$4,020.72 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$991.87 
HCA HCA Healthcare Inc.
-0.12%
-$1,592.4 
LIN Linde plc
-0.11%
-$296.38 
SCHB Schwab U.S. Broad Market ETF
-0.09%
-$830.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.07%
-$224.88 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$297.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$30,277.71 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.05%
-$273.86 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$148.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.04%
-$154.07 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$48,384.32 
SVOL Simplify Volatility Premium ETF
-0.03%
-$353.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.03%
-$355.87 
VOO Vanguard S&P 500 ETF
-0.03%
-$1,301.29 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$82.59 
DBB Invesco DB Base Metals Fund
-0.02%
-$143.41 
IVV iShares Core S&P 500 ETF
-0.01%
-$441.42 
MO Altria Group, Inc.
-0.01%
-$68.41 Events
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Dividends
Dividend Analysis
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| Trades 7372 | Longs Won 3768/7372 51% | Profit Factor 7.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $439,420.54 |
| Average Win $76,082.76 | Best Trade (Jul 22) $19.62M | Sharpe Ratio -57.11 |
| Average Loss -$11,020.06 | Worst Trade (Sep 30) -$5.48M | Z-Score -16.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4d | Expectancy $33,500.21 |
| 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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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 - $23.32M, VANGUARD TOTAL STOCK MKT ETF - $12.49M, Invesco QQQ Trust, Series 1 - $7.65M, Vanguard Mega Cap Growth ETF - $7.14M, and PIMCO Ultra Short Government Active Exchange-Traded Fund - $6.29M. 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) - $2.89M, 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 $40.19M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $6.49M, PIMCO Ultra Short Government Active Exchange-Traded Fund - $6.35M, Simplify Volatility Premium ETF - $2.86M, VANGUARD TOTAL STOCK MKT ETF - $2.47M, and Vanguard S&P 500 Value ETF - $2.07M. 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.
