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Jeffrey Jacobus Portfolio

Invests via Bluefin Capital Management LLC | Managed by Jeffrey Jacobus
Invests via Bluefin Capital Management LLC
Managed by Jeffrey Jacobus
Automatically Tracked
Tracking: 0 Updated: Yesterday at 09:13 PM
Jeffrey Jacobus Profile

With a rich background in finance and entrepreneurship, Jeffrey Jacobus has cultivated a multifaceted career characterized by leadership across various industries. As an operating executive, he has successfully driven growth initiatives in both established firms and innovative startups. His adeptness at navigating complex market dynamics positions him as a pivotal figure in corporate development strategies. Additionally, his expertise encompasses sectors ranging from technology to consumer goods, where he has demonstrated the ability to enhance operational efficiency and foster strategic partnerships. This diverse experience not only highlights his capability but also emphasizes his relevance in today's fast-paced business environment.

With a rich background in finance and entrepreneurship, Jeffrey Jacobus has cultivated a multifaceted career characterized by leadership across various industries. As an operating executive, he has successfully driven growth initiatives in both established firms and innovative startups. His adeptness at navigating complex market dynamics positions him as a pivotal figure in corporate development strategies. Additionally, his expertise encompasses sectors ranging from technology to consumer goods, where he has demonstrated the ability to enhance operational efficiency and foster strategic partnerships. This diverse experience not only highlights his capability but also emphasizes his relevance in today's fast-paced business environment.

Investment Philosophy & Strategy

In a rapidly evolving market landscape, Jeffrey Jacobus leverages his entrepreneurial acumen to identify transformative opportunities. His approach to investment centers on fostering innovation within traditional sectors and emerging technologies. With a keen insight into operational efficiencies, he evaluates potential partnerships that amplify competitive advantages while driving sustainable growth. Strategic foresight allows him to adapt quickly to changing conditions, enabling agile decision-making in capital allocation. By emphasizing the scalability of businesses, he cultivates environments ripe for expansion and success.

In a rapidly evolving market landscape, Jeffrey Jacobus leverages his entrepreneurial acumen to identify transformative opportunities. His approach to investment centers on fostering innovation within traditional sectors and emerging technologies. With a keen insight into operational efficiencies, he evaluates potential partnerships that amplify competitive advantages while driving sustainable growth. Strategic foresight allows him to adapt quickly to changing conditions, enabling agile decision-making in capital allocation. By emphasizing the scalability of businesses, he cultivates environments ripe for expansion and success.

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:
125.71%
Gain -1.58%
Monthly
1.34%
Yearly
17.39%
Drawdown
27.69%
$1.24B
Equity
Holdings
$1.24B
Investment
$470.7M
$768.35M
Profit -$19.93M
Realized
$293,421.59
Unrealized
$768.06M
Dividends
$57.67M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.58%
Profit
-$19.93M
Win %
64%
This Week
Compared To Last Week
Gain
-2.94%
Profit
-$37.55M
Win %
64%
This Month
Compared to last month
Gain
-2.41%
Profit
-$30.56M
Win %
64%
This Year
Compared to last year
Gain
36.03%
Profit
$328.16M
Win %
64%
Smiledirectclub Inc. logo
SDCCQ Smiledirectclub Inc.
+900%
+$0.18
Nikola Corporation logo
NKLA Nikola Corporation
+66.67%
+$1.99
Moderna, Inc. logo
MRNA Moderna, Inc.
+4.65%
+$146,498.85
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+4.61%
+$26,350.56
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+3.8%
+$29,229.62
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.8%
+$34,626.65
Walmart Inc. logo
WMT Walmart Inc.
+3.46%
+$110,254.08
AbbVie Inc. logo
ABBV AbbVie Inc.
+3.34%
+$235,650.22
CVS Health Corporation logo
CVS CVS Health Corporation
+3.24%
+$32,100.52
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+3.16%
+$26,707.34
Pfizer Inc. logo
PFE Pfizer Inc.
+2.96%
+$36,104.98
American Outdoor Brands Inc. logo
AOUT American Outdoor Brands Inc.
+2.94%
+$28,528
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
+2.51%
+$46,008
Altria Group, Inc. logo
MO Altria Group, Inc.
+2.23%
+$113,015.32
Target Corporation logo
TGT Target Corporation
+2.18%
+$8,887.61
Johnson & Johnson logo
JNJ Johnson & Johnson
+2.13%
+$23,219.3
Chevron Corporation logo
CVX Chevron Corporation
+2.02%
+$16,848.82
Centene Corporation logo
CNC Centene Corporation
+1.89%
+$19,500
Waste Management, Inc. logo
WM Waste Management, Inc.
+1.85%
+$30,144.8
Tenet Healthcare Corporation logo
THC Tenet Healthcare Corporation
+1.76%
+$1.76M
Petrobras S.A. Sponsored ADR logo
PBR Petrobras S.A. Sponsored ADR
+1.73%
+$7,131.52
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.71%
+$893,252.02
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+1.55%
+$6,942.28
Bunge Global S.A. logo
BG Bunge Global S.A.
+1.25%
+$16,065
The Kraft Heinz Company logo
KHC The Kraft Heinz Company
+1.2%
+$20,105.55
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.18%
+$5,606.98
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.16%
+$100,131.06
McDonald's Corporation logo
MCD McDonald's Corporation
+1.06%
+$4,224.98
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+1.04%
+$10,065.33
AT&T Inc. logo
T AT&T Inc.
+1.01%
+$35,444.91
YPF S.A. Sponsored ADR logo
YPF YPF S.A. Sponsored ADR
+0.89%
+$5,454.68
Accenture plc Class A logo
ACN Accenture plc Class A
+0.66%
+$2,098.6
The Clorox Company logo
CLX The Clorox Company
+0.62%
+$616.2
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.61%
+$131,965.06
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+0.58%
+$22,779.96
US Foods Holding Corp logo
USFD US Foods Holding Corp
+0.55%
+$5,400
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.54%
+$13,022.1
Apple Inc. logo
AAPL Apple Inc.
+0.49%
+$503,322.56
FirstEnergy Corp. logo
FE FirstEnergy Corp.
+0.44%
+$3,698.2
Skyworks Solutions Inc. logo
SWKS Skyworks Solutions Inc.
+0.43%
+$495
The Walt Disney Company logo
DIS The Walt Disney Company
+0.39%
+$10,280.75
United States Oil Fund, LP logo
USO United States Oil Fund, LP
+0.31%
+$32,453.78
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
+0.29%
+$40,896.32
Light & Wonder, Inc. logo
LNW Light & Wonder, Inc.
+0.25%
+$18,967.5
FedEx Corporation logo
FDX FedEx Corporation
+0.24%
+$1,168.86
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.2%
+$51,572.89
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.16%
+$2,993.1
Halliburton Company logo
HAL Halliburton Company
+0.12%
+$1,334.84
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$2,049.08
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF logo
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.11%
+$505.67
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.1%
+$3,548.4
Match Group, Inc. logo
MTCH Match Group, Inc.
+0.09%
+$371.84
Welbilt Inc logo
WBT Welbilt Inc
+0.08%
+$393.9
Invesco Emerging Markets Sovereign Debt ETF logo
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.05%
+$1,066.64
America First Multifamily Investors LP logo
ATAX America First Multifamily Investors LP
0%
$0
Brooge Energy Ltd. logo
BROG Brooge Energy Ltd.
0%
$0
DISH Network Corp logo
DISH DISH Network Corp
0%
$0
Whole Earth Brands Inc logo
FREEW Whole Earth Brands Inc
0%
$0
Glory Star New Media Group Holdings Ltd. logo
GSMGW Glory Star New Media Group Holdings Ltd.
0%
$0
Hycroft Mining Holding Corporation Warrants logo
HYMCW Hycroft Mining Holding Corporation Warrants
0%
$0
International General Insurance Holdings Ltd. logo
IGICW International General Insurance Holdings Ltd.
0%
$0
Annaly Capital Management, Inc. logo
NLY Annaly Capital Management, Inc.
0%
$0
New York Mortgage Trust Inc. logo
NYMT New York Mortgage Trust Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
VMware Inc logo
VMW VMware Inc
0%
$0
The Cannabis ETF logo
THCX The Cannabis ETF
0%
$0
GS Acquisition Holdings Corp logo
GSAH GS Acquisition Holdings Corp
0%
$0
ACE Convergence Acquisition Corp. logo
ACEVU ACE Convergence Acquisition Corp.
0%
$0
Avaya Holdings Corp logo
AVYA Avaya Holdings Corp
0%
$0
Velodyne Lidar, Inc. logo
VLDRW Velodyne Lidar, Inc.
0%
$0
North Mountain Merger Corp. logo
NMMCU North Mountain Merger Corp.
0%
$0
Bluerock Residential Growth REIT Inc logo
BRG Bluerock Residential Growth REIT Inc
0%
$0
Big Rock Partners Acquisition Corp logo
BRPA Big Rock Partners Acquisition Corp
0%
$0
STORE Capital Corp logo
STOR STORE Capital Corp
0%
$0
Social Capital Hedosophia Holdings Corp II logo
IPOB Social Capital Hedosophia Holdings Corp II
0%
$0
Social Capital Hedosophia Holdings Corp III logo
IPOC Social Capital Hedosophia Holdings Corp III
0%
$0
Fortress Value Acquisition Corp logo
FVAC Fortress Value Acquisition Corp
0%
$0
Hertz Global Holdings, Inc. logo
HTZGQ Hertz Global Holdings, Inc.
0%
$0
Acacia Communications Inc logo
ACIA Acacia Communications Inc
0%
$0
Glu Mobile Inc logo
GLUU Glu Mobile Inc
0%
$0
Navistar International Corp logo
NAV Navistar International Corp
0%
$0
Gores Metropoulos Inc logo
GMHI Gores Metropoulos Inc
0%
$0
Pivotal Investment Corp II logo
PIC Pivotal Investment Corp II
0%
$0
South Mountain Merger Corp logo
SMMC South Mountain Merger Corp
0%
$0
Hennessy Capital Acquisition Corp IV logo
HCAC Hennessy Capital Acquisition Corp IV
0%
$0
Trine Acquisition Corp logo
TRNE Trine Acquisition Corp
0%
$0
MITT
MITT
0%
$0
3060
30607B208
0%
$0
BMYR
BMYRT
0%
$0
BRMK
BRMKWS
0%
$0
ARYB
ARYBU
0%
$0
8816
88160RAC5
0%
$0
8816
88160RAD3
0%
$0
1276
127686AA1
0%
$0
9441
94419LAB7
0%
$0
9823
98236JAB4
0%
$0
RTPU
RTPU
0%
$0
CRHC
CRHCU
0%
$0
BFTU
BFTU
0%
$0
0079
007903BD8
0%
$0
CUB
CUB
0%
$0
CMLF
CMLFU
0%
$0
WORK
WORK
0%
$0
HYMC
HYMCZ
0%
$0
MOMO
MOMO
0%
$0
VXX
VXX
0%
$0
ETAC
ETACU
0%
$0
SNPR
SNPRU
0%
$0
LFAC
LFAC
0%
$0
LFAC
LFACW
0%
$0
TZAC
TZACW
0%
$0
TOTA
TOTAR
0%
$0
TDAC
TDACW
0%
$0
ALAC
ALACR
0%
$0
LGCW
LGCWS
0%
$0
LCA
LCA
0%
$0
SPAQ
SPAQ
0%
$0
BMRG
BMRGU
0%
$0
FEAC
FEACU
0%
$0
FUSE
FUSEU
0%
$0
HCAC
HCACW
0%
$0
KCAC
KCACU
0%
$0
ACTC
ACTCU
0%
$0
ACND
ACNDU
0%
$0
BOWX
BOWXU
0%
$0
PRPB
PRPBU
0%
$0
CCIV
CCIVU
0%
$0
FEAC
FEAC
0%
$0
FAII
FAIIU
0%
$0
OACB
OACBU
0%
$0
GRSV
GRSVU
0%
$0
UVXY
UVXY
0%
$0
ALTG
ALTGWS
0%
$0
JWSU
JWSU
0%
$0
AACQ
AACQU
0%
$0
SBE
SBE
0%
$0
DGNR
DGNRU
0%
$0
FCAC
FCACU
0%
$0
LEAP
LEAPU
0%
$0
5307
530715AN1
0%
$0
NOVS
NOVS
0%
$0
0906
09061GAF8
0%
$0
Vector Acquisition Corporation logo
VACQU Vector Acquisition Corporation
0%
$0
Silver Spike Acquisition Corp. logo
SSPKW Silver Spike Acquisition Corp.
0%
$0
Leisure Acquisition Corp. logo
LACQW Leisure Acquisition Corp.
0%
$0
US Ecology, Inc. logo
ECOLW US Ecology, Inc.
0%
$0
Hostess Brands, Inc. logo
TWNKW Hostess Brands, Inc.
0%
$0
FTAC Olympus Acquisition Corp. logo
FTOCU FTAC Olympus Acquisition Corp.
0%
$0
Daseke, Inc. Warrant logo
DSKEW Daseke, Inc. Warrant
0%
$0
AZN
AZN
0%
$0
7668
76680RAD9
0%
$0
8522
852234AB9
0%
$0
2226
22266LAB2
0%
$0
NGAU
NGAU
0%
$0
BROG
BROGW
0%
$0
PIAI
PIAIU
0%
$0
HCAC
HCACU
0%
$0
WPFU
WPFU
0%
$0
FVAC
FVACWS
0%
$0
LGVW
LGVWU
0%
$0
TREB
TREBU
0%
$0
ASPL
ASPLU
0%
$0
DFHT
DFHTU
0%
$0
PANA
PANAU
0%
$0
4577
45772FAB3
0%
$0
PHGE
PHGEWS
0%
$0
PAEW
PAEWW
0%
$0
VRTW
VRTWS
0%
$0
IPOC
IPOCU
0%
$0
STPK
STPKU
0%
$0
GSAH
GSAHWS
0%
$0
IPOB
IPOBWS
0%
$0
UTZW
UTZWS
0%
$0
SVAC
SVACU
0%
$0
Uniti Group Inc. logo
UNIT Uniti Group Inc.
-15.19%
-$27,360.9
Rackspace Technology, Inc. logo
RXT Rackspace Technology, Inc.
-13.36%
-$9,775.66
Enphase Energy, Inc. logo
ENPH Enphase Energy, Inc.
-8.37%
-$134,000
Peabody Energy Corporation logo
BTU Peabody Energy Corporation
-6.94%
-$20,492.5
High Templar Tech Limited American Depositary Shares logo
HTT High Templar Tech Limited American Depositary Shares
-6.7%
-$14,013.15
Nordic American Tankers Ltd. logo
NAT Nordic American Tankers Ltd.
-6.6%
-$8,187.86
DHT Holdings Inc. logo
DHT DHT Holdings Inc.
-6.17%
-$32,583.52
iShares Silver Trust logo
SLV iShares Silver Trust
-6.11%
-$31,774.59
Snap Inc. logo
SNAP Snap Inc.
-6.01%
-$187,077.93
Beyond Meat Inc. logo
BYND Beyond Meat Inc.
-5.96%
-$39.38
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-5.73%
-$2.19M
Dauch Corporation logo
DCH Dauch Corporation
-5.64%
-$12,605.22
PENN Entertainment, Inc. logo
PENN PENN Entertainment, Inc.
-5.53%
-$33,677
Paramount Global logo
PARA Paramount Global
-5.01%
-$1,324.18
Xerox Holdings Corporation logo
XRX Xerox Holdings Corporation
-4.93%
-$2,282
Bank of America Corporation logo
BAC Bank of America Corporation
-4.76%
-$2.62M
Bilibili Inc. logo
BILI Bilibili Inc.
-4.74%
-$5,385.35
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-4.56%
-$672,240.32
Intel Corporation logo
INTC Intel Corporation
-4.56%
-$722,086.47
RingCentral Inc. logo
RNG RingCentral Inc.
-4.43%
-$3,839
Biohaven Ltd. logo
BHVN Biohaven Ltd.
-4.29%
-$13,655.81
Nio Inc. logo
NIO Nio Inc.
-4.21%
-$1,472.7
Li Auto Inc. logo
LI Li Auto Inc.
-4.17%
-$19,102.65
DraftKings Inc. logo
DKNG DraftKings Inc.
-4.16%
-$51,430.4
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
-4.14%
-$67,051.81
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-4.08%
-$11.5M
Tilray Brands, Inc. logo
TLRY Tilray Brands, Inc.
-3.98%
-$278.85
Angi Inc. Class A Common Stock logo
ANGI Angi Inc. Class A Common Stock
-3.93%
-$1,225.58
Zoom Video Communications, Inc. logo
ZM Zoom Video Communications, Inc.
-3.76%
-$36,353.88
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
-3.67%
-$135,926
Workhorse Group Inc. logo
WKHS Workhorse Group Inc.
-3.62%
-$0.59
Blackstone Inc. logo
BX Blackstone Inc.
-3.43%
-$91,365.95
Redwood Trust Inc. logo
RWT Redwood Trust Inc.
-3.28%
-$1,200
Camping World Holdings Inc. logo
CWH Camping World Holdings Inc.
-3.15%
-$8,470
Scorpio Tankers Inc. logo
STNG Scorpio Tankers Inc.
-3.12%
-$358,609.74
Broadcom Inc. logo
AVGO Broadcom Inc.
-3.1%
-$697,996.6
Caterpillar Inc. logo
CAT Caterpillar Inc.
-3.08%
-$92,701
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-3.07%
-$501,916
Peloton Interactive, Inc. logo
PTON Peloton Interactive, Inc.
-3.06%
-$10,092.8
SPDR Bloomberg Convertible Securities ETF logo
CWB SPDR Bloomberg Convertible Securities ETF
-2.91%
-$481,734.05
Carnival Corporation Ltd. logo
CCL Carnival Corporation Ltd.
-2.84%
-$25,595.28
Liberty Latin America Ltd. logo
LILAK Liberty Latin America Ltd.
-2.79%
-$3,339.6
Broadmark Realty Capital Inc logo
BRMK Broadmark Realty Capital Inc
-2.63%
-$13,066.17
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.4%
-$125,046.08
National Fuel Gas Company logo
NFG National Fuel Gas Company
-2.33%
-$10,583.98
MFA Financial Inc. logo
MFA MFA Financial Inc.
-2.24%
-$3,740.29
Delek US Holdings Inc. logo
DK Delek US Holdings Inc.
-2.2%
-$223,802.96
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$569,623.06
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-1.93%
-$336,600.79
Hannon Armstrong Sustainable Infrastructure Capital Inc. logo
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.87%
-$6,550.86
Equity Commonwealth logo
EQC Equity Commonwealth
-1.86%
-$615.42
Citigroup Inc. logo
C Citigroup Inc.
-1.8%
-$127,632.96
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.8%
-$1.63M
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.74%
-$19,169.95
Navient Corporation logo
NAVI Navient Corporation
-1.7%
-$6,400
Sabre Corporation logo
SABR Sabre Corporation
-1.66%
-$7,626.63
Deutsche Bank AG logo
DB Deutsche Bank AG
-1.62%
-$17,566.2
uniQure N.V. logo
QURE uniQure N.V.
-1.5%
-$30,905.28
MGM Resorts International logo
MGM MGM Resorts International
-1.5%
-$20,843.68
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$8,332.57
ProShares Short VIX Short-Term Futures ETF logo
SVXY ProShares Short VIX Short-Term Futures ETF
-1.48%
-$11,640
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-1.48%
-$31,524.1
PG&E Corporation logo
PCG PG&E Corporation
-1.35%
-$18,456.12
Block, Inc. logo
XYZ Block, Inc.
-1.29%
-$29,700
Fiserv, Inc. logo
FISV Fiserv, Inc.
-1.26%
-$13,146.97
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.26%
-$24,922.41
Aecom logo
ACM Aecom
-1.24%
-$79,524.01
Vale S.A. logo
VALE Vale S.A.
-1.2%
-$6,048
Mag Silver Corp. logo
MAG Mag Silver Corp.
-1.17%
-$38,207.21
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-1.08%
-$1.06M
Axalta Coating Systems Ltd. logo
AXTA Axalta Coating Systems Ltd.
-1.04%
-$40,743.85
SPDR S&P Oil & Gas Exploration & Production ETF logo
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-0.99%
-$96,360.66
Boeing Company logo
BA Boeing Company
-0.98%
-$10,313.88
AMC Networks Inc. logo
AMCX AMC Networks Inc.
-0.97%
-$6,825
Team Inc. logo
TISI Team Inc.
-0.96%
-$557.76
Starwood Property Trust Inc. logo
STWD Starwood Property Trust Inc.
-0.8%
-$1,250
Invesco Mortgage Capital Inc. logo
IVR Invesco Mortgage Capital Inc.
-0.71%
-$159.6
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.69%
-$2,525
Sea Ltd. logo
SE Sea Ltd.
-0.65%
-$172,497.02
PDD Holdings Inc. American Depositary Shares logo
PDD PDD Holdings Inc. American Depositary Shares
-0.62%
-$32,462.01
Occidental Petroleum Corporation logo
OXY-WT Occidental Petroleum Corporation
-0.61%
-$52,415.51
Ford Motor Company logo
F Ford Motor Company
-0.41%
-$715
Occidental Petroleum Corporation logo
OXY Occidental Petroleum Corporation
-0.39%
-$3,096
JD.com Inc. logo
JD JD.com Inc.
-0.37%
-$1,895.1
Energy Transfer L.P. logo
ET Energy Transfer L.P.
-0.29%
-$10,228.98
Tencent Music Entertainment Group logo
TME Tencent Music Entertainment Group
-0.23%
-$596.66
Innovative Industrial Properties Inc. logo
IIPR Innovative Industrial Properties Inc.
-0.23%
-$270
General Electric Company logo
GE General Electric Company
-0.2%
-$12,358.3
iShares J.P. Morgan EM High Yield Bond ETF logo
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.15%
-$607.56
AGNC Investment Corp. 10.1219% Perpetual Preferred Stock logo
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$790
American Tower Corporation logo
AMT American Tower Corporation
-0.02%
-$59.4
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Dividends

Dividend Analysis

Yearly
$
Trades
265
Longs Won
89/265 33%
Profit Factor
9.57
Profitability
Shorts Won
0/0 0%
Standard Deviation
$18.41M
Average Win
$9.64M
Best Trade
(Oct 14) $256.27M
Sharpe Ratio
0
Average Loss
-$509,096.88
Worst Trade
(Oct 14) -$23.36M
Z-Score
-4.1 (100%)
Commissions
$0
Avg. Trade Length
6y 2w 1d
Expectancy
$2.9M
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% 0.05% 0.91% 10.89%
Consecutive Losing Trades 2,433 2,190 1,946 1,703 1,460 1,217 973 730 487 243
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
0079
007903BD8
56,540 $57,897 $57,897 - - -
0.0
0906
09061GAF8
52,500 $5,243 $5,243 - - -
0.0
1276
127686AA1
168,190 $32,709.99 $32,709.99 - - -
0.0
2226
22266LAB2
50,010 $30,702 $30,702 - - -
0.0
3060
30607B208
84,228 $5 $5 - - -
0.0
4577
45772FAB3
90,110 $25,128 $25,128 - - -
0.0
5307
530715AN1
52,960 $4,459 $4,459 - - -
0.0
7668
76680RAD9
84,510 $28,395 $28,395 - - -
0.0
8522
852234AB9
5,000 $3,539 $3,539 - - -
0.0
8816
88160RAC5
705,990 $419,576 $419,576 - - -
0.0
8816
88160RAD3
364,730 $238,132 $238,132 - - -
0.0
9441
94419LAB7
20,710 $5,775 $5,775 - - -
0.0
9823
98236JAB4
52,740 $7,604 $7,604 - - -
0.0
AACQ
AACQU
90,000 $935 $935 - - -
0.0
Apple Inc. logo
AAPL Apple Inc.
297,824 $34.49M $102.14M - $67.65M 196.14%
+0.495%
AbbVie Inc. logo
ABBV AbbVie Inc.
25,712 $2.25M $7.29M - $5.04M 223.7%
+3.34%
ACE Convergence Acquisition Corp. logo
ACEVU ACE Convergence Acquisition Corp.
100,000 $1,025 $1,025 - - -
0.0
Acacia Communications Inc logo
ACIA Acacia Communications Inc
7,488 $505 $505 - - -
0.0
Aecom logo
ACM Aecom
108,937 $4.56M $6.36M - $1.8M 39.46%
-1.236%
Accenture plc Class A logo
ACN Accenture plc Class A
1,499 $338,759.01 $322,225.04 - -$16,533.97 -4.88%
+0.656%
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey Jacobus?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $6.75M, Bank of America Corporation - $5.82M, SPDR S&P 500 ETF Trust - $5.06M, Microsoft Corp - $2.9M, and Energy Select Sector SPDR Fund - $2.76M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jeffrey Jacobus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $57.67M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $6.75M, Bank of America Corporation - $5.82M, SPDR S&P 500 ETF Trust - $5.06M, Microsoft Corp - $2.9M, and Energy Select Sector SPDR Fund - $2.76M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Jacobus's monthly returns?
Jeffrey Jacobus'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 Jeffrey Jacobus's strategy be considered aggressive or moderate?
Jeffrey Jacobus's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeffrey Jacobus's strategy?
Jeffrey Jacobus's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
Account USV