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:
57.74%
Gain +0.67%
Monthly
0.95%
Yearly
12%
Drawdown
22.17%
$375.7M
Equity
Holdings
$375.7M
Investment
$283.85M
$108.59M
Profit +$1.8M
Realized
$16.75M
Unrealized
$91.85M
Dividends
$24.69M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.67%
Profit
$1.8M
Win %
74%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$3.39M
Win %
74%
This Month
Compared to last month
Gain
0.22%
Profit
$824,023.16
Win %
74%
This Year
Compared to last year
Gain
-0.95%
Profit
-$3.59M
Win %
76%
LLY Eli Lilly and Company
+5.21%
+$21,647.92 
SBUX Starbucks Corporation
+2.8%
+$9,620.58 
MRK Merck & Co., Inc.
+2.42%
+$8,568.92 
JNJ Johnson & Johnson
+2.06%
+$6,391.46 
IBM International Business Machines Corporation
+2.01%
+$4,750.65 
PGR Progressive Corporation
+1.48%
+$45,029.86 
PG Procter & Gamble Co
+1.48%
+$4,185.72 
ORCL Oracle Corporation
+1.46%
+$601,207.5 
KO The Coca-Cola Company
+1.28%
+$3,009.18 
PEP PepsiCo, Inc.
+1.26%
+$13,576.27 
DFAT Dimensional US Targeted Value ETF
+1.07%
+$150,715.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.99%
+$3,536.25 
VTV Vanguard Value ETF
+0.82%
+$2,083.31 
MSFT Microsoft Corp.
+0.74%
+$6,869.05 
AVRE Avantis Real Estate ETF
+0.71%
+$121,011.66 
GOOGL Alphabet Inc
+0.61%
+$4,324.78 
DFUV Dimensional US Marketwide Value ETF
+0.57%
+$174,093.76 
GOOG Alphabet Inc
+0.56%
+$2,699.53 
DFIV Dimensional International Value ETF
+0.55%
+$111,181.35 
VCRB Vanguard Core Bond ETF
+0.48%
+$68,441.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.38%
+$373,537.43 
AVDE Avantis International Equity ETF
+0.33%
+$26,191.06 
AAPL Apple Inc.
+0.32%
+$11,651.31 
BNDX Vanguard Total International Bond ETF
+0.31%
+$51,686.41 
DISV Dimensional International Small Cap Equity Fund
+0.31%
+$17,184.57 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.19%
+$45,705.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$12,376.56 
NTRS Northern Trust Corporation
+0.07%
+$577.92 
AVLC Avantis U.S. Large Cap Equity ETF
+0.07%
+$5,763.74 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.06%
+$179.19 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$181.98 
TT Trane Technologies plc
-4.07%
-$10,041.61 
NVDA NVIDIA Corporation
-2.12%
-$8,948.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.06%
-$31,588.45 
XOM Exxon Mobil Corporation
-0.94%
-$6,230.41 
META Meta Platforms Inc Class A
-0.54%
-$2,267.99 
JPM JPMorgan Chase & Co.
-0.34%
-$947.34 
AMZN Amazon.com Inc
-0.31%
-$2,039.44 
WEC WEC Energy Group Inc.
-0.31%
-$657.69 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.11%
-$51,003.56 Events
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Dividends
Dividend Analysis
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| Trades 321 | Longs Won 231/321 71% | Profit Factor 3.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.55M |
| Average Win $512,299.19 | Best Trade (Oct 15) $38.86M | Sharpe Ratio -10.6 |
| Average Loss -$347,192.21 | Worst Trade (Sep 29) -$10.18M | Z-Score 4.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w | Expectancy $338,302.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.65% |
| Consecutive Losing Trades | 1,082 | 974 | 866 | 758 | 649 | 541 | 433 | 325 | 216 | 108 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,592 | $2.3M | $3.64M | - | $1.35M | 58.55% | +0.321% |
| AMZN Amazon.com Inc | 2,598 | $569,975.22 | $658,060.41 | - | $88,085.19 | 15.45% | -0.309% |
| AVDE Avantis International Equity ETF | 90,314 | $4.93M | $8.09M | - | $3.16M | 64.05% | +0.325% |
| AVLC Avantis U.S. Large Cap Equity ETF | 88,673 | $6.36M | $8.08M | - | $1.72M | 27.05% | +0.071% |
| AVRE Avantis Real Estate ETF | 384,164 | $16.21M | $17.22M | - | $1.01M | 6.23% | +0.708% |
| BNDX Vanguard Total International Bond ETF | 356,458 | $17.14M | $16.82M | - | -$316,509.11 | -1.85% | +0.308% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.2M | $55.99M | $99M | - | $43.01M | 76.81% | +0.379% |
| DFAT Dimensional US Targeted Value ETF | 209,327 | $9.57M | $14.21M | - | $4.64M | 48.49% | +1.072% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 1.28M | $28.06M | $46.59M | - | $18.53M | 66.05% | -0.109% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 77,045 | $1.81M | $2.95M | - | $1.14M | 63.11% | -1.058% |
| DFIV Dimensional International Value ETF | 364,529 | $12.32M | $20.42M | - | $8.11M | 65.8% | +0.547% |
| DFUV Dimensional US Marketwide Value ETF | 544,043 | $20.72M | $30.5M | - | $9.79M | 47.23% | +0.574% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 690 | $237,256.5 | $359,320.95 | - | $122,064.45 | 51.45% | +0.994% |
| DISV Dimensional International Small Cap Equity Fund | 132,189 | $3.32M | $5.63M | - | $2.31M | 69.38% | +0.306% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 5,973 | $302,182.47 | $302,532.45 | - | $349.98 | 0.12% | +0.059% |
| GOOG Alphabet Inc | 1,406 | $272,693.04 | $485,871.42 | - | $213,178.38 | 78.18% | +0.559% |
| GOOGL Alphabet Inc | 2,040 | $391,120 | $713,510.4 | - | $322,390.4 | 82.43% | +0.61% |
| IBM International Business Machines Corporation | 1,035 | $228,817.8 | $240,606.45 | - | $11,788.65 | 5.15% | +2.014% |
| JNJ Johnson & Johnson | 1,219 | $226,026.98 | $315,907.75 | - | $89,880.77 | 39.77% | +2.065% |
| JPM JPMorgan Chase & Co. | 831 | $203,844.3 | $277,670.34 | - | $73,826.04 | 36.22% | -0.34% |
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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 - $7.68M, Vanguard Short-Term Corporate Bond ETF - $2.88M, Dimensional International Value ETF - $1.98M, Avantis Real Estate ETF - $1.89M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.65M. 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 - $2.46M, Dimensional US Targeted Value ETF - $261,610.39, Johnson & Johnson - $89,317.33, Dimensional U.S. Small Cap ETF - $36,092.63, and Merck & Co., Inc - $35,100.93. 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 $24.69M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $4.66M, Dimensional U.S. Core Equity 2 ETF - $3.54M, Vanguard Short-Term Corporate Bond ETF - $3.21M, Vanguard Total International Bond ETF - $2.09M, and Oracle Corporation - $1.9M. 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.
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