Jackson O'Connor Portfolio

Invests via O'Connor Financial Group LLC | Managed by Jackson O'Connor

Invests via O'Connor Financial Group LLC

Managed by Jackson O'Connor

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Jackson O'Connor Profile

Jackson O'Connor stands out as a prominent figure in the realm of entrepreneurial innovation, with a proven record of building successful ventures from the ground up. His career is marked by leadership roles across various startups that have thrived under his vision and strategic oversight. Notable for harnessing emerging technologies, he consistently identifies market gaps and crafts solutions that resonate within competitive landscapes. O'Connor's depth of experience extends into collaborative partnerships, empowering teams to execute transformative ideas effectively. As an active participant in both startup ecosystems and mentorship programs, he plays a vital role in nurturing the next generation of entrepreneurs while influencing investment trends through impactful business models.

Investment Philosophy & Strategy

Identifying growth opportunities in emerging technologies drives Jackson O'Connor's investment strategy. With a strong entrepreneurial foundation, his approach emphasizes adaptability and strategic foresight, which have been critical in building ventures that leverage innovation. He prioritizes collaboration with like-minded partners to foster an environment ripe for transformative solutions while engaging actively within startup ecosystems. Through hands-on mentorship and selective investment choices, there is a clear focus on nurturing ideas that demonstrate scalability and market relevance.

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:

28.53%

Gain

Monthly

0.71%

Yearly

8.88%

Drawdown

11.35%

$267.98M

Equity

Holdings

$267.98M

Investment

$210.61M

$68.93M

Profit -$1,791.87

Realized

$11.55M

Unrealized

$57.39M

Dividends

$15.84M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$1,791.87

Win %

86%

This Week

Compared To Last Week

Gain

-0.001%

Profit

-$1,791.87

Win %

86%

This Month

Compared to last month

Gain

-0.24%

Profit

-$633,762.42

Win %

86%

This Year

Compared to last year

Gain

6.64%

Profit

$16.86M

Win %

86%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.31%

+$8,415.73

TSLA Tesla, Inc.

+1.82%

+$6,792.24

RDVY First Trust Rising Dividend Achievers ETF

+1.11%

+$133,436.74

SMMD iShares Russell 2500 ETF

+0.98%

+$4,375.23

VO Vanguard Mid-Cap ETF

+0.97%

+$107,371.46

AVUV Avantis U.S. Small Cap Value ETF

+0.96%

+$151,448.28

ELCV Eventide High Dividend ETF

+0.94%

+$61,377.1

VTV Vanguard Value ETF

+0.94%

+$9,762.54

ESUM Eventide US Market ETF

+0.91%

+$133,948.89

TPHD Timothy Plan High Dividend Stock ETF

+0.91%

+$6,929.68

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$17,098.37

TPSC Timothy Plan US Small Cap Core ETF

+0.78%

+$55,542.99

BRK-B Berkshire Hathaway Inc.

+0.71%

+$2,134.82

VB Vanguard Small-Cap ETF

+0.7%

+$14,687.73

IVE ISHARES S&P 500 VALUE ETF

+0.7%

+$30,402.55

TPLC Timothy Plan US Large/Mid Cap Core ETF

+0.69%

+$12,521.18

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$2,728.32

DGS WisdomTree Emerging Markets SmallCap Dividend Fund

+0.65%

+$50,927.1

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$78,627.6

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$5,356

IVV iShares Core S&P 500 ETF

+0.55%

+$28,098.45

VOO Vanguard S&P 500 ETF

+0.55%

+$165,269.77

GOOGL Alphabet Inc

+0.53%

+$3,665.29

EFV iShares MSCI EAFE Value ETF

+0.48%

+$5,149.76

GOOG Alphabet Inc

+0.45%

+$2,644.8

WMT Walmart Inc.

+0.45%

+$1,011.42

ACWX ISHARES MSCI ACWI EX U.S. ETF

+0.42%

+$2,134.08

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.37%

+$2,125

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.37%

+$32,972.1

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$1,548.96

UJAN Innovator U.S. Equity Ultra Fund

+0.3%

+$1,202.39

PNOV Innovator U.S. Equity Power Buffer ETF – November

+0.3%

+$934.84

SPDW SPDR Portfolio Developed World ex-US ETF

+0.29%

+$43,698.7

XOM Exxon Mobil Corporation

+0.28%

+$1,440.28

EFA iShares MSCI EAFE ETF

+0.28%

+$2,963.19

TPIF Timothy Plan International ETF

+0.24%

+$29,952.99

UDEC Innovator U.S. Equity Ultra Fund

+0.23%

+$694.27

UJUN Innovator U.S. Equity Ultra Fund

+0.21%

+$716.64

NVDA NVIDIA Corporation

+0.16%

+$2,710.4

PYLD PIMCO Multisector Bond Active ETF

+0.15%

+$10,053.84

PSEP Innovator U.S. Equity Power Buffer ETF

+0.13%

+$2,200.09

UNOV Innovator U.S. Equity Ultra Fund

+0.13%

+$1,870.54

MSFT Microsoft Corp.

+0.1%

+$1,032.37

UJUL Innovator U.S. Equity Ultra Buffered ETF July

+0.1%

+$836.04

JPST JPMorgan Ultra-Short Income ETF

+0.02%

+$1,715.89

LMBS First Trust Low Duration Opportunities ETF

+0.02%

+$130.92

SRLN SPDR Blackstone Senior Loan ETF

KOPN Kopin Corporation

-3.7%

-$3,847.88

LLY Eli Lilly and Company

-2.41%

-$7,630.34

AAPL Apple Inc.

-1.52%

-$19,530

AMZN Amazon.com Inc

-1.23%

-$9,847.89

IBM International Business Machines Corporation

-0.95%

-$2,192.42

AVGO Broadcom Inc.

-0.91%

-$5,694.5

RTX RTX Corporation

-0.37%

-$1,542.26

META Meta Platforms Inc Class A

-0.26%

-$1,088.96

CIBR First Trust NASDAQ Cybersecurity ETF

-0.16%

-$12,129.6

BOND PIMCO Active Bond Exchange-Traded Fund

-0.04%

-$9,435.76

LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund

-0.03%

-$6,940.17

Events

Dividends

Dividend Analysis

No Data

Trades 678	Longs Won 562/678 82%	Profit Factor 74.32
Profitability	Shorts Won 0/0 0%	Standard Deviation $426,697.44
Average Win $124,327.16	Best Trade (Jun 14) $6.84M	Sharpe Ratio -8.58
Average Loss -$8,105.09	Worst Trade (Jun 29) -$376,057.13	Z-Score 26.61 (100%)
Commissions $0	Avg. Trade Length 1y 4m 3w 6d	Expectancy $101,669.14

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	33,333	30,000	26,667	23,333	20,000	16,667	13,333	10,000	6,667	3,333