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
Automatically Tracked
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.
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.
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:
45.01%
Gain +0.7%
Monthly
1.05%
Yearly
13.37%
Drawdown
14.61%
$279.7M
Equity
Holdings
$279.7M
Investment
$224.78M
$68.06M
Profit +$1.32M
Realized
$13.14M
Unrealized
$54.92M
Dividends
$16.96M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$1.32M
Win %
84%
This Week
Compared To Last Week
Gain
0.13%
Profit
$369,555.15
Win %
84%
This Month
Compared to last month
Gain
-0.85%
Profit
-$2.4M
Win %
84%
This Year
Compared to last year
Gain
0.14%
Profit
$10,999.17
Win %
83%
MU Micron Technology, Inc.
+8.32%
+$31,751.99 
KOPN Kopin Corporation
+7.96%
+$6,075.6 
AMAT Applied Materials, Inc.
+7.6%
+$11,745.3 
INTC Intel Corporation
+6.84%
+$11,427.44 
AMD Advanced Micro Devices, Inc.
+5.21%
+$16,990.55 
LRCX Lam Research Corporation
+4.44%
+$6,709.73 
TSLA Tesla, Inc.
+3.69%
+$14,014.97 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.24%
+$169,160.55 
AVGO Broadcom Inc.
+1.77%
+$11,979.6 
XOM Exxon Mobil Corporation
+1.54%
+$8,294.38 
QQQM Invesco NASDAQ 100 ETF
+1.53%
+$5,878.41 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$184,187.55 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.48%
+$7,417.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$5,707.8 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.31%
+$184,503.54 
IWO iShares Russell 2000 Growth ETF
+1.25%
+$2,446.09 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+1.23%
+$92,244.85 
LLY Eli Lilly and Company
+1.23%
+$4,212.9 
EFA iShares MSCI EAFE ETF
+1.16%
+$11,880.96 
JPM JPMorgan Chase & Co.
+1.08%
+$4,532.45 
NVDA NVIDIA Corporation
+1.06%
+$20,158.4 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$10,863.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.98%
+$5,600.76 
RTX RTX Corporation
+0.91%
+$4,072.77 
TPIF Timothy Plan International ETF
+0.88%
+$106,689.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$5,976.36 
IVV iShares Core S&P 500 ETF
+0.64%
+$31,825.07 
ESUM Eventide US Market ETF
+0.62%
+$92,306.16 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$1,336.49 
JNJ Johnson & Johnson
+0.6%
+$1,193.99 
VOO Vanguard S&P 500 ETF
+0.58%
+$178,224.31 
ELCV Eventide High Dividend ETF
+0.54%
+$32,563.63 
VB Vanguard Small-Cap ETF
+0.54%
+$11,187.33 
SMMD iShares Russell 2500 ETF
+0.54%
+$2,422.08 
VO Vanguard Mid-Cap ETF
+0.5%
+$55,029.74 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$61,049.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.46%
+$70,072.95 
VTV Vanguard Value ETF
+0.45%
+$4,576.6 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.39%
+$1,259.47 
UJAN Innovator U.S. Equity Ultra Fund
+0.34%
+$1,354.17 
UDEC Innovator U.S. Equity Ultra Fund
+0.32%
+$975.6 
UMAY Innovator U.S. Equity Ultra Fund
+0.3%
+$3,761.09 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.28%
+$4,701.65 
UNOV Innovator U.S. Equity Ultra Fund
+0.27%
+$3,946.18 
WIT Wipro Limited American Depositary Receipt
+0.27%
+$51.65 
AAPL Apple Inc.
+0.23%
+$4,063.34 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$9,740.71 
UJUN Innovator U.S. Equity Ultra Fund
+0.2%
+$2,295.82 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$2,060.58 
BALT Inn Defined Wealth Shield Mutual Fund
+0.1%
+$302.19 
META Meta Platforms Inc Class A
+0.07%
+$346.94 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WMT Walmart Inc.
-1.34%
-$2,896.5 
GOOGL Alphabet Inc
-1.09%
-$8,206.88 
GOOG Alphabet Inc
-1.06%
-$6,855.42 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.06%
-$85,396.86 
V Visa Inc. Class A
-1.06%
-$2,221.24 
IBM International Business Machines Corporation
-0.92%
-$1,709.55 
AMZN Amazon.com Inc
-0.91%
-$8,467.14 
TPHD Timothy Plan High Dividend Stock ETF
-0.76%
-$5,788.9 
MSFT Microsoft Corp.
-0.54%
-$6,133.53 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$1,661.63 
LMBS First Trust Low Duration Opportunities ETF
-0.47%
-$7,645.51 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.14%
-$41,486.87 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$17,019.9 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.07%
-$1,242.38 
TPSC Timothy Plan US Small Cap Core ETF
-0.05%
-$3,848.9 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.05%
-$9,128.3 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$808.37 Events
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Dividends
Dividend Analysis
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| Trades 745 | Longs Won 601/745 80% | Profit Factor 40.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $396,517.49 |
| Average Win $116,114.17 | Best Trade (Jul 21) $6.94M | Sharpe Ratio -10.6 |
| Average Loss -$11,961.41 | Worst Trade (Jun 29) -$376,057.13 | Z-Score 20.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $91,358.62 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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FAQ
Which stocks have generated the highest profits for Jackson O'Connor?
The largest contributions to the portfolio's profits come from the following stocks: Timothy Plan US Large/Mid Cap Core ETF - $2.95M, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $2.78M, Vanguard Small-Cap ETF - $2.69M, Timothy Plan International ETF - $1.42M, and SPDR Blackstone Senior Loan ETF - $1.32M. 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: Dominion Energy, Inc - $50,517.66, Netflix, Inc - $16,508.75, Innovator U.S. Equity Ultra ETF - $4,554.44, Eli Lilly and Company - $3,010.31, and Innovator U.S. Equity Ultra Fund - $1,004.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jackson O'Connor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.96M earned over time. The largest contributors to dividend income include PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $2.76M, SPDR Blackstone Senior Loan ETF - $1.56M, First Trust TCW Opportunistic Fixed Income Fund - $1.51M, PIMCO Active Bond Exchange-Traded Fund - $1.14M, and SPDR Portfolio Developed World ex-US ETF - $1.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jackson O'Connor's monthly returns?
Jackson O'Connor's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jackson O'Connor's strategy be considered aggressive or moderate?
Jackson O'Connor's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jackson O'Connor's strategy?
Jackson O'Connor's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
