JDV

John D. Valleau Jr. Portfolio

Invests via ShankerValleau Wealth Advisors Inc. | Managed by John D. Valleau, Jr.

Invests via ShankerValleau Wealth Advisors Inc.

Managed by John D. Valleau, Jr.

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:11 PM

John D. Valleau Jr. Profile

With extensive experience in corporate leadership and entrepreneurship, John D. Valleau Jr. has made significant contributions to the business landscape across multiple sectors. His career encompasses roles where he spearheaded initiatives that drove growth and transformation within established organizations and startups alike. A keen strategist, he possesses a strong ability to identify market opportunities, having co-founded ventures that successfully disrupted traditional models. Additionally, his insights have been instrumental in guiding companies through complex operational challenges while fostering innovation. Valleau's reputation as an effective leader continues to resonate throughout the industry, making him a valuable asset for any team focused on sustainable development and strategic expansion.

Investment Philosophy & Strategy

Market dynamics continually evolve, and John D. Valleau Jr. stands poised to capitalize on emerging trends that redefine traditional business paradigms. His approach emphasizes identifying high-potential opportunities, leveraging his entrepreneurial acumen to foster innovation within established sectors and disruptive startups alike. With a proven track record of guiding companies through pivotal transformations, he adopts a strategic mindset that prioritizes adaptability in capital deployment and operational efficiency. Valleau’s insights into competitive positioning allow him to effectively navigate challenges while maintaining an unwavering focus on sustainable growth and long-term value creation.

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:

33.38%

Gain +0.38%

Monthly

0.56%

Yearly

6.9%

Drawdown

16.23%

$394.09M

Equity

Holdings

$394.09M

Investment

$295.4M

$110.14M

Profit +$1.71M

Realized

$11.45M

Unrealized

$98.69M

Dividends

$21.78M

Goals

Avg. 92.5% completed goals

Yearly

Gain > 5%

2026

85%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.38%

Profit

$1.71M

Win %

81%

This Week

Compared To Last Week

Gain

-2.44%

Profit

-$9.87M

Win %

81%

This Month

Compared to last month

Gain

-3.22%

Profit

-$13.09M

Win %

81%

This Year

Compared to last year

Gain

4.27%

Profit

$16.69M

Win %

82%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.3%

+$5,999.83

NTRS Northern Trust Corporation

+2.1%

+$17,289.44

JNJ Johnson & Johnson

+1.07%

+$3,108.45

DFAT Dimensional US Targeted Value ETF

+0.99%

+$147,510.64

VTV Vanguard Value ETF

+0.94%

+$2,330.77

DFUV Dimensional US Marketwide Value ETF

+0.91%

+$284,954.67

PG Procter & Gamble Co

+0.85%

+$2,274.06

DISV Dimensional International Small Cap Equity Fund

+0.82%

+$44,446.35

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.75%

+$2,622.01

SBUX Starbucks Corporation

+0.74%

+$2,796.04

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$678,564.3

AVDE Avantis International Equity ETF

+0.6%

+$48,485.52

AVLC Avantis U.S. Large Cap Equity ETF

+0.59%

+$47,186.36

DFIV Dimensional International Value ETF

+0.58%

+$118,442.68

SPY SPDR S&P 500 ETF Trust

+0.57%

+$2,483

AVRE Avantis Real Estate ETF

+0.55%

+$97,147.44

GOOGL Alphabet Inc

+0.53%

+$3,949.88

GOOG Alphabet Inc

+0.45%

+$2,364.79

DFAX Dimensional World ex U.S. Core Equity 2 ETF

+0.42%

+$197,857.81

PGR Progressive Corporation

+0.41%

+$11,970

PEP PepsiCo, Inc.

+0.4%

+$4,830.82

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$11,621.9

WEC WEC Energy Group Inc.

+0.33%

+$737.41

XOM Exxon Mobil Corporation

+0.28%

+$1,534.22

BNDX Vanguard Total International Bond ETF

+0.17%

+$27,009.52

NVDA NVIDIA Corporation

+0.14%

+$527.16

MSFT Microsoft Corp.

+0.1%

+$695.6

ORCL Oracle Corporation

+0.05%

+$28,656.06

DUSB Dimensional Ultrashort Fixed Income ETF

+0.01%

+$47.9

LLY Eli Lilly and Company

-2.41%

-$9,614.8

AAPL Apple Inc.

-1.52%

-$49,311

MRK Merck & Co., Inc.

-1.41%

-$4,103.94

AMZN Amazon.com Inc

-1.23%

-$7,802.56

IBM International Business Machines Corporation

-0.97%

-$2,763.46

TT Trane Technologies plc

-0.42%

-$1,014.63

META Meta Platforms Inc Class A

-0.26%

-$894.65

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

-0.05%

-$4,544.77

VCRB Vanguard Core Bond ETF

-0.04%

-$5,461.05

VCSH Vanguard Short-Term Corporate Bond ETF

-0.01%

-$2,881.55

Events

Dividends

Dividend Analysis

No Data

Trades 293	Longs Won 216/293 73%	Profit Factor 46.04
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.13M
Average Win $521,219.44	Best Trade (Jun 12) $31.65M	Sharpe Ratio -9.33
Average Loss -$31,760.63	Worst Trade (Jun 10) -$825,106.97	Z-Score 10.73 (100%)
Commissions $0	Avg. Trade Length 1y 10m 3w 4d	Expectancy $375,897.03

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%	0.1%
Consecutive Losing Trades	12,346	11,111	9,877	8,642	7,407	6,173	4,938	3,704	2,469	1,235