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
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.
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.
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:
52.02%
Gain +0.64%
Monthly
1.02%
Yearly
12.95%
Drawdown
22.17%
$379.34M
Equity
Holdings
$379.34M
Investment
$283.85M
$112.24M
Profit +$1.64M
Realized
$16.75M
Unrealized
$95.49M
Dividends
$23M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$1.64M
Win %
79%
This Week
Compared To Last Week
Gain
0.83%
Profit
$3.11M
Win %
79%
This Month
Compared to last month
Gain
0.83%
Profit
$3.11M
Win %
79%
This Year
Compared to last year
Gain
0.01%
Profit
$47,223.87
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$93,735.81 
GOOG Alphabet Inc
+6.88%
+$32,295.82 
GOOGL Alphabet Inc
+6.73%
+$45,838.8 
TT Trane Technologies plc
+3.33%
+$7,672.42 
META Meta Platforms Inc Class A
+3.28%
+$10,024.55 
MSFT Microsoft Corp.
+3.02%
+$23,685.16 
NVDA NVIDIA Corporation
+2.93%
+$10,906.11 
ORCL Oracle Corporation
+1.81%
+$730,941.75 
IBM International Business Machines Corporation
+0.86%
+$1,976.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,134.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,938.9 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$36,355.93 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$12,327.2 
PG Procter & Gamble Co
+0.37%
+$960.36 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$351,564.64 
MRK Merck & Co., Inc.
+0.32%
+$986.89 
JPM JPMorgan Chase & Co.
+0.27%
+$781.14 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$65,285.16 
JNJ Johnson & Johnson
+0.21%
+$646.07 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$259,715.84 
KO The Coca-Cola Company
-1.02%
-$2,304.9 
XOM Exxon Mobil Corporation
-0.97%
-$5,725.26 
PGR Progressive Corporation
-0.87%
-$26,505 
AVRE Avantis Real Estate ETF
-0.75%
-$142,140.68 
WEC WEC Energy Group Inc.
-0.57%
-$1,255.6 
SBUX Starbucks Corporation
-0.57%
-$2,207.4 
LLY Eli Lilly and Company
-0.53%
-$2,108.72 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$29,081.58 
DFIV Dimensional International Value ETF
-0.47%
-$98,422.83 
AVDE Avantis International Equity ETF
-0.46%
-$37,931.88 
PEP PepsiCo, Inc.
-0.46%
-$5,330.56 
VTV Vanguard Value ETF
-0.27%
-$679.08 
VCRB Vanguard Core Bond ETF
-0.25%
-$37,190.16 
BNDX Vanguard Total International Bond ETF
-0.23%
-$39,210.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$102,007.12 
NTRS Northern Trust Corporation
-0.17%
-$1,541.07 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$23,025.97 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$15,225.1 Events
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Dividends
Dividend Analysis
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| Trades 321 | Longs Won 239/321 74% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.62M |
| Average Win $510,571.77 | Best Trade (Aug 05) $40.27M | Sharpe Ratio -10.27 |
| Average Loss -$381,617.92 | Worst Trade (Sep 29) -$10.18M | Z-Score 6.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 5d | Expectancy $349,642.24 |
| 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% | 0.02% | 1.75% |
| Consecutive Losing Trades | 994 | 895 | 795 | 696 | 596 | 497 | 398 | 298 | 199 | 99 |
Hover over the desired column for a detailed explanation.
Returns
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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 John D. Valleau Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Oracle Corporation - $7.52M, Vanguard Short-Term Corporate Bond ETF - $2.7M, Dimensional International Value ETF - $1.88M, Avantis Real Estate ETF - $1.73M, and Dimensional US Marketwide Value ETF - $1.49M. 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: Dimensional U.S. Core Equity 2 ETF - $2.67M, Dimensional US Targeted Value ETF - $313,314.16, Johnson & Johnson - $90,950.79, Merck & Co., Inc - $37,146.88, and Dimensional U.S. Small Cap ETF - $36,092.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John D. Valleau Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $23M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $4.38M, Dimensional U.S. Core Equity 2 ETF - $3.32M, Vanguard Short-Term Corporate Bond ETF - $3.03M, Vanguard Total International Bond ETF - $2.04M, and Oracle Corporation - $1.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John D. Valleau Jr.'s monthly returns?
John D. Valleau Jr.'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 John D. Valleau Jr.'s strategy be considered aggressive or moderate?
John D. Valleau Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John D. Valleau Jr.'s strategy?
John D. Valleau Jr.'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.
