JAT
Jeremiah Anthony Thisse Portfolio
Invests via Ashford Advisors LLC | Managed by Jeremiah Anthony Thisse, Patrick Daniel Martin
Invests via Ashford Advisors LLC
Managed by Jeremiah Anthony Thisse, Patrick Daniel Martin
Automatically Tracked
Jeremiah Anthony Thisse Profile
Jeremiah Anthony Thisse is recognized for his influential role in the landscape of corporate leadership and entrepreneurial innovation. With a solid foundation in engineering, he transitioned into management consulting where he cultivated expertise in driving operational excellence within dynamic environments. His journey encompasses leadership positions at various tech firms, where he championed strategic initiatives that yielded significant growth and market relevance. His engagement extends to mentoring emerging entrepreneurs, exemplifying his commitment to fostering new business development. As an advocate for technological advancements, Thisse's contributions have consistently positioned him at the forefront of transformative industry practices.
Jeremiah Anthony Thisse is recognized for his influential role in the landscape of corporate leadership and entrepreneurial innovation. With a solid foundation in engineering, he transitioned into management consulting where he cultivated expertise in driving operational excellence within dynamic environments. His journey encompasses leadership positions at various tech firms, where he championed strategic initiatives that yielded significant growth and market relevance. His engagement extends to mentoring emerging entrepreneurs, exemplifying his commitment to fostering new business development. As an advocate for technological advancements, Thisse's contributions have consistently positioned him at the forefront of transformative industry practices.
Investment Philosophy & Strategy
Growth potential in emerging technologies remains a focal point for decision-making. Jeremiah Anthony Thisse leverages his extensive background in engineering and management consulting to identify investments that prioritize innovation and operational efficiency. His experience leading tech firms has equipped him with the insights necessary to discern market trends, ensuring he pursues opportunities where scalable solutions can drive substantial impact. As he fosters entrepreneurial talent through mentorship, Thisse cultivates relationships that often yield synergistic partnerships, enhancing overall investment strategies while navigating a competitive landscape.
Growth potential in emerging technologies remains a focal point for decision-making. Jeremiah Anthony Thisse leverages his extensive background in engineering and management consulting to identify investments that prioritize innovation and operational efficiency. His experience leading tech firms has equipped him with the insights necessary to discern market trends, ensuring he pursues opportunities where scalable solutions can drive substantial impact. As he fosters entrepreneurial talent through mentorship, Thisse cultivates relationships that often yield synergistic partnerships, enhancing overall investment strategies while navigating a competitive landscape.
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:
142.68%
Gain -0.79%
Monthly
1.52%
Yearly
19.78%
Drawdown
27.44%
$499.93M
Equity
Holdings
$499.93M
Investment
$293.87M
$263.33M
Profit -$2.43M
Realized
$43.67M
Unrealized
$219.66M
Dividends
$27.58M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$2.43M
Win %
97%
This Week
Compared To Last Week
Gain
0.93%
Profit
$4.6M
Win %
97%
This Month
Compared to last month
Gain
1.05%
Profit
$5.2M
Win %
97%
This Year
Compared to last year
Gain
3.12%
Profit
$15.12M
Win %
96%
No Data
IBIT iShares Bitcoin Trust
-2.86%
-$16,121.4 
IJH iShares Core S&P Mid-Cap ETF
-1.9%
-$8,781.25 
MDY SPDR S&P MidCap 400 ETF Trust
-1.88%
-$17,305.12 
IJR iShares Core S&P Small-Cap ETF
-1.5%
-$7,664.84 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.31%
-$8,199.57 
IEFA iShares Core MSCI EAFE ETF
-1.19%
-$2,685.4 
EFA iShares MSCI EAFE ETF
-1.15%
-$41,872.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.95%
-$19,560 
VT Vanguard Total World Stock ETF
-0.81%
-$25,399.22 
ACWI iShares MSCI ACWI ETF
-0.8%
-$156,003.57 
IWF iShares Russell 1000 Growth ETF
-0.63%
-$4,205.4 
SDY SPDR S&P Dividend ETF
-0.62%
-$3,660 
SCHB Schwab U.S. Broad Market ETF
-0.58%
-$97,536.25 
IWV ISHARES RUSSELL 3000 ETF
-0.58%
-$4,044.57 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$322,008.63 
IWB iShares Russell 1000 ETF
-0.53%
-$20,486.25 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$207,590.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.48%
-$283,379.37 
VOO Vanguard S&P 500 ETF
-0.43%
-$2,098.12 
ESGV Vanguard ESG U.S. Stock ETF
-0.43%
-$21,178.64 
VTV Vanguard Value ETF
-0.42%
-$3,992.49 
IVV iShares Core S&P 500 ETF
-0.42%
-$1.13M 
BND Vanguard Total Bond Market Index Fund
-0.14%
-$23,598.87 Events
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Dividends
Dividend Analysis
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No Data
| Trades 192 | Longs Won 173/192 90% | Profit Factor 91.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.34M |
| Average Win $1.54M | Best Trade (Oct 07) $79.51M | Sharpe Ratio -10.68 |
| Average Loss -$153,032.04 | Worst Trade (Mar 31) -$607,442.67 | Z-Score 24.69 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 3w 5d | Expectancy $1.37M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.82% |
| Consecutive Losing Trades | 3,268 | 2,941 | 2,614 | 2,288 | 1,961 | 1,634 | 1,307 | 980 | 654 | 327 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 120,933 | $12.85M | $19.42M | - | $6.56M | 51.07% | -0.797% |
| BND Vanguard Total Bond Market Index Fund | 248,417 | $18.26M | $17.37M | - | -$886,621.39 | -4.86% | -0.136% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 4,000 | $1.26M | $2.04M | - | $776,006.02 | 61.46% | -0.95% |
| EFA iShares MSCI EAFE ETF | 35,040 | $2.22M | $3.61M | - | $1.39M | 62.35% | -1.147% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 6,142 | $392,873.36 | $617,608.81 | - | $224,735.45 | 57.2% | -1.31% |
| ESGV Vanguard ESG U.S. Stock ETF | 35,896 | $4.25M | $4.95M | - | $696,741.36 | 16.39% | -0.426% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.83M | $33.69M | $58.22M | - | $24.53M | 72.82% | -0.484% |
| IBIT iShares Bitcoin Trust | 11,640 | $411,008.4 | $548,302.2 | - | $137,293.8 | 33.4% | -2.856% |
| IEFA iShares Core MSCI EAFE ETF | 2,315 | $193,256.2 | $222,448.35 | - | $29,192.15 | 15.11% | -1.193% |
| IJH iShares Core S&P Mid-Cap ETF | 6,250 | $392,238.2 | $453,718.75 | - | $61,480.55 | 15.67% | -1.899% |
| IJR iShares Core S&P Small-Cap ETF | 3,685 | $437,888.55 | $503,997.45 | - | $66,108.9 | 15.1% | -1.498% |
| IVV iShares Core S&P 500 ETF | 341,964 | $134.54M | $266.47M | - | $131.93M | 98.06% | -0.423% |
| IWB iShares Russell 1000 ETF | 9,105 | $2.79M | $3.86M | - | $1.06M | 38.04% | -0.529% |
| IWF iShares Russell 1000 Growth ETF | 5,160 | $604,236 | $662,415 | - | $58,179 | 9.63% | -0.631% |
| IWV ISHARES RUSSELL 3000 ETF | 1,583 | $555,633 | $694,707.46 | - | $139,074.46 | 25.03% | -0.579% |
| MDY SPDR S&P MidCap 400 ETF Trust | 1,361 | $811,196.83 | $901,369.88 | - | $90,173.05 | 11.12% | -1.884% |
| SCHB Schwab U.S. Broad Market ETF | 557,350 | $8.83M | $16.6M | - | $7.77M | 88.03% | -0.584% |
| SCHX Schwab U.S. Large-Cap ETF | 1.3M | $19.92M | $39.62M | - | $19.71M | 98.96% | -0.521% |
| SDY SPDR S&P Dividend ETF | 4,000 | $497,146.24 | $589,900 | - | $92,753.76 | 18.66% | -0.617% |
| VOO Vanguard S&P 500 ETF | 679 | $385,692.37 | $484,201.69 | - | $98,509.32 | 25.54% | -0.431% |
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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 Jeremiah Anthony Thisse?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $43.49M, Schwab U.S. Large-Cap ETF - $6.22M, VANGUARD TOTAL STOCK MKT ETF - $6.19M, Schwab Fundamental U.S. Large Company Index ETF - $5.23M, and Vanguard Value ETF - $3.12M. 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: SPDR S&P Health Care Equipment ETF - $112,627.58, iShares U.S. Medical Devices ETF - $104,937, Vanguard FTSE All-World ex-US ETF - $87,421.71, and Vanguard Health Care ETF - $56,870.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremiah Anthony Thisse's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.58M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $16.36M, VANGUARD TOTAL STOCK MKT ETF - $3.39M, Schwab Fundamental U.S. Large Company Index ETF - $3.1M, Schwab U.S. Large-Cap ETF - $1.26M, and Vanguard Value ETF - $798,588.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremiah Anthony Thisse's monthly returns?
Jeremiah Anthony Thisse'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 Jeremiah Anthony Thisse's strategy be considered aggressive or moderate?
Jeremiah Anthony Thisse'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 Jeremiah Anthony Thisse's strategy?
Jeremiah Anthony Thisse'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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