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:
49.74%
Gain -0.37%
Monthly
1.04%
Yearly
13.14%
Drawdown
14.61%
$281.52M
Equity
Holdings
$281.52M
Investment
$224.78M
$69.89M
Profit -$679,764.27
Realized
$13.14M
Unrealized
$56.75M
Dividends
$17.75M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$679,764.27
Win %
83%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$679,764.27
Win %
83%
This Month
Compared to last month
Gain
-1.15%
Profit
-$3.26M
Win %
83%
This Year
Compared to last year
Gain
0.8%
Profit
$1.83M
Win %
82%
CIBR First Trust NASDAQ Cybersecurity ETF
+6.32%
+$525,586.86 
WIT Wipro Limited American Depositary Receipt
+3.25%
+$568.1 
GOOG Alphabet Inc
+3.02%
+$18,549.96 
GOOGL Alphabet Inc
+2.9%
+$20,993.4 
META Meta Platforms Inc Class A
+2.81%
+$15,045.57 
IBM International Business Machines Corporation
+2.65%
+$5,615.85 
WMT Walmart Inc.
+2.39%
+$4,953.02 
MSFT Microsoft Corp.
+2.27%
+$31,696.8 
LLY Eli Lilly and Company
+2.09%
+$6,957.74 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$3,498.67 
V Visa Inc. Class A
+1.01%
+$2,180.41 
JNJ Johnson & Johnson
+0.54%
+$1,138.29 
AAPL Apple Inc.
+0.47%
+$8,566.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LRCX Lam Research Corporation
-7.79%
-$11,457.32 
AMAT Applied Materials, Inc.
-6.72%
-$9,019.92 
INTC Intel Corporation
-5.24%
-$9,276.19 
KOPN Kopin Corporation
-5.18%
-$4,781.5 
AVGO Broadcom Inc.
-4.75%
-$30,753.58 
MU Micron Technology, Inc.
-4.75%
-$20,413.89 
AMD Advanced Micro Devices, Inc.
-3.9%
-$13,037.76 
NVDA NVIDIA Corporation
-2.85%
-$58,271.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$157,149.15 
JPM JPMorgan Chase & Co.
-1.69%
-$7,434.71 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.37%
-$107,557.99 
ELCV Eventide High Dividend ETF
-1.37%
-$81,933.06 
TSLA Tesla, Inc.
-1.36%
-$5,114.13 
RTX RTX Corporation
-1.31%
-$5,982.58 
AMZN Amazon.com Inc
-1.21%
-$11,544.35 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.16%
-$6,090.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$5,043.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.04%
-$153,037.82 
TPIF Timothy Plan International ETF
-0.86%
-$108,330.42 
XOM Exxon Mobil Corporation
-0.84%
-$5,052.73 
EFA iShares MSCI EAFE ETF
-0.63%
-$6,739.2 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$2,297.93 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$68,983.11 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$68,076.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$3,139.78 
VTV Vanguard Value ETF
-0.47%
-$4,950.2 
VO Vanguard Mid-Cap ETF
-0.44%
-$50,027.04 
TPSC Timothy Plan US Small Cap Core ETF
-0.4%
-$28,466.46 
IWO iShares Russell 2000 Growth ETF
-0.39%
-$747.63 
VOO Vanguard S&P 500 ETF
-0.35%
-$110,885.71 
IVV iShares Core S&P 500 ETF
-0.34%
-$17,553.87 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$772.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$3,218.04 
SMMD iShares Russell 2500 ETF
-0.32%
-$1,438.11 
VB Vanguard Small-Cap ETF
-0.32%
-$6,523.09 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$42,653.1 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.27%
-$4,904.15 
TPHD Timothy Plan High Dividend Stock ETF
-0.25%
-$1,870.26 
ESUM Eventide US Market ETF
-0.24%
-$35,613.02 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$2,465.86 
UJUN Innovator U.S. Equity Ultra Fund
-0.18%
-$2,109.1 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.15%
-$2,612.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,330.82 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.13%
-$431.82 
UNOV Innovator U.S. Equity Ultra Fund
-0.12%
-$1,795.35 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$17,019.9 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$3,877.56 
UJAN Innovator U.S. Equity Ultra Fund
-0.08%
-$347.45 
UMAY Innovator U.S. Equity Ultra Fund
-0.07%
-$836.91 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$973.95 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.05%
-$9,128.3 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$129.51 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$11,616.33 
UDEC Innovator U.S. Equity Ultra Fund
-0.02%
-$72.32 Events
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Dividends
Dividend Analysis
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| Trades 745 | Longs Won 601/745 80% | Profit Factor 24.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $411,670.23 |
| Average Win $121,224.61 | Best Trade (Sep 03) $7.5M | Sharpe Ratio -9.8 |
| Average Loss -$20,625.86 | Worst Trade (Sep 14) -$609,697.78 | Z-Score 20.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m | Expectancy $93,806.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,491 | $1.12M | $1.83M | - | $713,513.21 | 63.73% | +0.47% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,805 | $359,802.62 | $519,595.77 | - | $159,793.15 | 44.41% | -1.159% |
| AMAT Applied Materials, Inc. | 294 | $212,562 | $125,188.14 | - | -$87,373.86 | -41.11% | -6.721% |
| AMD Advanced Micro Devices, Inc. | 648 | $376,429 | $321,414.48 | - | -$55,014.52 | -14.61% | -3.898% |
| AMZN Amazon.com Inc | 3,730 | $549,294 | $946,245.05 | - | $396,951.05 | 72.27% | -1.205% |
| AVGO Broadcom Inc. | 1,788 | $361,312.29 | $616,484.52 | - | $255,172.23 | 70.62% | -4.752% |
| AVUV Avantis U.S. Small Cap Value ETF | 121,866 | $11.6M | $15.13M | - | $3.53M | 30.47% | -0.281% |
| BALT Inn Defined Wealth Shield Mutual Fund | 8,634 | $295,887 | $300,074.67 | - | $4,187.67 | 1.42% | -0.043% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 331,895 | $30.46M | $29.47M | - | -$986,022.03 | -3.24% | -0.039% |
| BRK-B Berkshire Hathaway Inc. | 662 | $289,245.86 | $341,363.61 | - | $52,117.75 | 18.02% | +1.036% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 88,038 | $5.26M | $8.84M | - | $3.57M | 67.83% | +6.324% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 200,190 | $5.21M | $7.96M | - | $2.75M | 52.85% | -1.937% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 122,017 | $5.94M | $7.75M | - | $1.81M | 30.51% | -1.369% |
| EFA iShares MSCI EAFE ETF | 9,984 | $726,969.3 | $1.06M | - | $331,584.3 | 45.61% | -0.633% |
| EFV iShares MSCI EAFE Value ETF | 13,329 | $652,389.73 | $1.09M | - | $442,121.1 | 67.77% | -0.225% |
| ELCV Eventide High Dividend ETF | 190,542 | $4.88M | $5.91M | - | $1.03M | 20.99% | -1.368% |
| ESUM Eventide US Market ETF | 496,003 | $13.08M | $14.98M | - | $1.9M | 14.53% | -0.237% |
| GOOG Alphabet Inc | 1,833 | $329,918.16 | $633,429.81 | - | $303,511.65 | 92% | +3.017% |
| GOOGL Alphabet Inc | 2,140 | $380,672.23 | $745,383.4 | - | $364,711.17 | 95.81% | +2.898% |
| IBM International Business Machines Corporation | 870 | $218,353.48 | $217,278.15 | - | -$1,075.33 | -0.49% | +2.653% |
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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 - $2.91M, Vanguard Small-Cap ETF - $2.72M, Timothy Plan International ETF - $1.42M, and PIMCO Active Bond Exchange-Traded Fund - $1.4M. 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, Kopin Corporation - $28,150.96, Netflix, Inc - $16,508.75, OneAscent Core Plus Bond ETF - $15,092.65, and Eli Lilly and Company - $7,052.04. 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 $17.75M earned over time. The largest contributors to dividend income include PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $2.89M, First Trust TCW Opportunistic Fixed Income Fund - $1.58M, SPDR Blackstone Senior Loan ETF - $1.56M, PIMCO Active Bond Exchange-Traded Fund - $1.4M, 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.
