WJ
William Jones Portfolio
Invests via TEMA ETFs LLC | Managed by Yuri Khodjamirian, Maurits Pot, Chris Semenuk, David Song, Hong Yi Chen, Alexander Fribourg, William Jones
Invests via TEMA ETFs LLC
Managed by Yuri Khodjamirian, Maurits Pot, Chris Semenuk, David Song, Hong Yi Chen, Alexander Fribourg, William Jones
Automatically Tracked
Veteran private equity and corporate finance executive focused on growth buyouts, operational value creation and board oversight in technology and industrial services sectors. William Jones brings experience structuring leveraged transactions, portfolio company governance and strategic exits; background includes senior operating roles and investment committee responsibilities. Market-relevant strengths include deal sourcing, operational turnaround and capital structuring across mid-market opportunities.
Veteran private equity and corporate finance executive focused on growth buyouts, operational value creation and board oversight in technology and industrial services sectors. William Jones brings experience structuring leveraged transactions, portfolio company governance and strategic exits; background includes senior operating roles and investment committee responsibilities. Market-relevant strengths include deal sourcing, operational turnaround and capital structuring across mid-market opportunities.
Investment Philosophy & Strategy
Prioritizes control-oriented growth buyouts in technology and industrial services, combining leveraged capital with hands-on operational value creation and board-level governance to drive EBITDA expansion and margin improvement. Focuses on mid-market companies where turnaround initiatives, strategic restructuring and disciplined capital structuring unlock multiple expansion. Investment horizon is medium-to-long, exit-driven, with a preference for companies needing leadership upgrades and proven path to cashflow acceleration. Risk-managed through active oversight, staged capital deployment and alignment of management incentives with value creation milestones.
Prioritizes control-oriented growth buyouts in technology and industrial services, combining leveraged capital with hands-on operational value creation and board-level governance to drive EBITDA expansion and margin improvement. Focuses on mid-market companies where turnaround initiatives, strategic restructuring and disciplined capital structuring unlock multiple expansion. Investment horizon is medium-to-long, exit-driven, with a preference for companies needing leadership upgrades and proven path to cashflow acceleration. Risk-managed through active oversight, staged capital deployment and alignment of management incentives with value creation milestones.
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:
68.2%
Gain -6.5%
Monthly
2.63%
Yearly
36.64%
Drawdown
24.96%
$2.72B
Equity
Holdings
$2.72B
Investment
$2.69B
$54.59M
Profit -$104.95M
Realized
$24.7M
Unrealized
$29.89M
Dividends
$18.62M
Goals
Avg. 20% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-6.5%
Profit
-$104.95M
Win %
64%
This Week
Compared To Last Week
Gain
-3.72%
Profit
-$104.95M
Win %
64%
This Month
Compared to last month
Gain
1.4%
Profit
$37.37M
Win %
64%
This Year
Compared to last year
Gain
-11.98%
Profit
-$368.08M
Win %
64%
REPL Replimune Group Inc.
+107.02%
+$437,561.88 
AXTI AXT, Inc.
+28.74%
+$19,614.46 
AMZN Amazon.com Inc
+15.32%
+$2.96M 
DXCM DexCom, Inc.
+11.95%
+$193,026.24 
SPXC Spx Technologies Inc.
+10.2%
+$982,980 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$138,191.27 
BELFB Bel Fuse Inc.
+7.32%
+$3.76M 
GOOG Alphabet Inc
+6.88%
+$680,922.68 
GOOGL Alphabet Inc
+6.73%
+$833,569.59 
WY Weyerhaeuser Company
+6.51%
+$21,407.77 
GH Guardant Health Inc.
+6.33%
+$105,905.04 
VRT Vertiv Holdings Co
+6.18%
+$944,970.01 
AEIS Advanced Energy Industries Inc.
+5.56%
+$1.47M 
COHR Coherent Corp.
+5.55%
+$48,446.53 
ANET Arista Networks, Inc.
+5.46%
+$206,109.16 
FTNT Fortinet Inc.
+4.99%
+$201,678.4 
SOLS Sollensys Corp
+4.84%
+$222,046.94 
LASR nLIGHT, Inc.
+4.7%
+$1.22M 
VPG Vishay Precision Group Inc.
+4.7%
+$1.09M 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$1,772.41 
CBOE Cboe Global Markets Inc.
+4.62%
+$113,436.71 
APO Apollo Global Management, Inc.
+4.44%
+$51,792.66 
SNPS Synopsys, Inc.
+4.41%
+$98,103.65 
VELO Velo3D, Inc.
+4.38%
+$323,918 
CGNX Cognex Corporation
+4.18%
+$840,176.36 
AEHR Aehr Test Systems
+4.05%
+$2,873.64 
MOD Modine Manufacturing Company
+3.69%
+$812,804.62 
ERIE Erie Indemnity Company
+3.58%
+$3,632.58 
FFIV F5 Inc.
+3.56%
+$8,153.81 
VECO Veeco Instruments Inc.
+3.37%
+$712.31 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$133,133.33 
META Meta Platforms Inc Class A
+3.28%
+$440,620.74 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$37,725.99 
ARES Ares Management Corporation
+3.2%
+$18,472.39 
UHS Universal Health Services, Inc.
+3.15%
+$2,224.8 
ATI ATI Inc.
+3.05%
+$399,130.02 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$93,984.96 
MSFT Microsoft Corp.
+3.02%
+$621,303.08 
LITE Lumentum Holdings Inc.
+2.99%
+$27,551.71 
NVDA NVIDIA Corporation
+2.93%
+$1.11M 
LDOS Leidos Holdings Inc.
+2.84%
+$8,364.18 
SMTC Semtech Corporation
+2.8%
+$317.79 
APA APA Corporation
+2.73%
+$6,538.95 
HAWK HawkEye 360, Inc.
+2.71%
+$146,033.44 
GNRC Generac Holdings Inc.
+2.71%
+$4,565.6 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$15,265.6 
BKSY BlackSky Technology Inc.
+2.63%
+$853,565.71 
NTAP NetApp, Inc.
+2.6%
+$17,976.04 
MTD Mettler-Toledo International Inc.
+2.58%
+$12,384.45 
SATL Satellogic Inc.
+2.58%
+$135,938.34 
FSLR First Solar, Inc.
+2.44%
+$8,418.55 
SMCI Super Micro Computer Inc
+2.42%
+$7,144.21 
CVX Chevron Corporation
+2.35%
+$177,654.08 
VOYG Voyager Technologies, Inc.
+2.34%
+$757,951.6 
ORLY O'Reilly Automotive Inc.
+2.28%
+$32,435.01 
CNC Centene Corporation
+2.27%
+$12,780.18 
FAST Fastenal Co.
+2.25%
+$23,760.45 
TPG TPG Inc.
+2.25%
+$1,434.24 
GLW Corning Incorporated
+2.24%
+$41,580.69 
WDC Western Digital Corporation
+2.21%
+$80,299.35 
OPTX Syntec Optics Holdings Inc.
+2.19%
+$86,156 
EOG EOG Resources, Inc.
+2.19%
+$32,989.42 
DVN Devon Energy Corporation
+2.17%
+$18,770.88 
CDNS Cadence Design Systems, Inc.
+2.16%
+$33,854.3 
CSCO Cisco Systems, Inc.
+2.14%
+$208,659.24 
JBL Jabil Inc.
+2.12%
+$7,333.19 
PSA Public Storage Common Stock
+2.12%
+$16,786.56 
TPL Texas Pacific Land Corporation
+2.11%
+$5,697.71 
CHTR Charter Communications Inc
+2.1%
+$5,629.22 
BEN Franklin Resources Inc.
+2.08%
+$3,888.15 
HII Huntington Ingalls Industries Inc.
+2.05%
+$10,748.58 
KEYS Keysight Technologies, Inc.
+2.04%
+$48,627.8 
OXY Occidental Petroleum Corporation
+2%
+$17,198.72 
GWW W.W. Grainger, Inc.
+1.97%
+$42,367.02 
OKE ONEOK, Inc.
+1.95%
+$21,172.32 
HAL Halliburton Company
+1.93%
+$10,746.37 
ROK Rockwell Automation, Inc.
+1.93%
+$223,783.54 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$361.2 
AVAV AeroVironment Inc.
+1.91%
+$1,814.39 
LHX L3Harris Technologies, Inc.
+1.9%
+$17,028.03 
PANW Palo Alto Networks, Inc.
+1.89%
+$86,007.75 
BWXT Bwx Technologies Inc.
+1.88%
+$252,466.69 
FIX Comfort Systems USA, Inc.
+1.88%
+$15,893.14 
TSCO Tractor Supply Company
+1.85%
+$6,417.6 
CRM Salesforce Inc
+1.83%
+$64,991.73 
ZBRA Zebra Technologies Corporation
+1.82%
+$4,740.75 
ORCL Oracle Corporation
+1.81%
+$79,519.44 
HWM Howmet Aerospace Inc.
+1.8%
+$48,067.06 
RDW Redwire Corporation
+1.77%
+$93,174.3 
EXE Expand Energy Corporation
+1.74%
+$8,346.23 
VTR Ventas Inc.
+1.73%
+$14,578.71 
HCA HCA Healthcare Inc.
+1.72%
+$24,629.56 
CINF Cincinnati Financial Corporation
+1.69%
+$9,965.07 
ZTS Zoetis Inc.
+1.66%
+$11,319.85 
J Jacobs Solutions Inc.
+1.64%
+$9,103.64 
KMI Kinder Morgan, Inc.
+1.64%
+$26,412.88 
HPE Hewlett Packard Enterprise Company
+1.61%
+$21,263.28 
ELVN Enliven Therapeutics, Inc.
+1.59%
+$52,196.84 
FANG Diamondback Energy Inc
+1.59%
+$15,884.1 
BSX Boston Scientific Corporation
+1.59%
+$33,429.62 
AIT Applied Industrial Technologies Inc.
+1.58%
+$284,293.34 
CDW CDW Corporation
+1.55%
+$6,286.5 
HPQ HP Inc.
+1.53%
+$7,817.06 
VZ Verizon Communications Inc.
+1.52%
+$57,646.4 
LMT Lockheed Martin Corporation
+1.5%
+$31,741.14 
CVNA Carvana Co.
+1.5%
+$12,805.48 
CG The Carlyle Group Inc.
+1.46%
+$833.58 
NOC Northrop Grumman Corporation
+1.43%
+$18,220.44 
PH Parker-Hannifin Corporation
+1.43%
+$181,973.22 
PWR Quanta Services Inc.
+1.43%
+$587,638.87 
GE General Electric Company
+1.42%
+$143,415.3 
WDAY Workday Inc.
+1.41%
+$10,068.45 
SITM SiTime Corporation
+1.39%
+$161.26 
KLAC KLA Corporation
+1.38%
+$84,881.95 
OWL Blue Owl Capital Inc.
+1.38%
+$768.88 
CIEN Ciena Corporation
+1.34%
+$11,284.64 
CAH Cardinal Health Inc.
+1.3%
+$15,081.16 
PL PLANET LABS PBC
+1.29%
+$413,649.6 
AKAM Akamai Technologies Inc.
+1.26%
+$2,379.52 
FTV Fortive Corporation
+1.25%
+$4,361.75 
CMCSA Comcast Corp
+1.23%
+$20,042.48 
APG Api Group Corporation
+1.22%
+$102,921.12 
COP ConocoPhillips
+1.22%
+$30,664.62 
VRSN Verisign Inc.
+1.2%
+$6,205.76 
WFC Wells Fargo & Company
+1.19%
+$71,887.56 
HONA Honeywell Aerospace Inc.
+1.18%
+$36,038.64 
AMAT Applied Materials, Inc.
+1.18%
+$107,268.26 
RMD ResMed Inc.
+1.16%
+$7,681.08 
CHD Church & Dwight Co., Inc.
+1.16%
+$5,152.8 
ITW Illinois Tool Works Inc.
+1.15%
+$14,638 
MSI Motorola Solutions, Inc.
+1.14%
+$16,347.85 
VEEV Veeva Systems Inc.
+1.1%
+$7,383.72 
EQT EQT Corporation
+1.1%
+$7,175.18 
TKR Timken Co.
+1.06%
+$243,931.68 
NOW ServiceNow, Inc.
+1.05%
+$23,987.64 
ADBE Adobe Inc.
+1.01%
+$20,577.06 
TEX Terex Corporation
+1%
+$128,148.42 
URI United Rentals, Inc.
+0.99%
+$10,311.11 
BKR Baker Hughes Company
+0.98%
+$15,015.5 
TDY Teledyne Technologies Incorporated
+0.98%
+$4,977.83 
ADP Automatic Data Processing Inc.
+0.98%
+$17,707.76 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$6,159.52 
DRS Leonardo DRS, Inc.
+0.94%
+$763.68 
MIR Mirion Technologies, Inc.
+0.94%
+$31,697.12 
ASTS AST SpaceMobile, Inc.
+0.92%
+$542,060.1 
UNP Union Pacific Corporation
+0.92%
+$29,279.33 
WMB The Williams Companies, Inc.
+0.89%
+$138,230.19 
SCHW Charles Schwab Corporation
+0.87%
+$28,842.45 
NDSN Nordson Corporation
+0.86%
+$793.05 
IBM International Business Machines Corporation
+0.86%
+$37,519.65 
CNS Cohen & Steers Inc.
+0.86%
+$343.7 
GEV GE Vernova Inc.
+0.85%
+$305,184.75 
MCD McDonald's Corporation
+0.82%
+$32,865.95 
ITRI Itron Inc.
+0.82%
+$77,563.17 
ESS Essex Property Trust, Inc.
+0.81%
+$1,340.65 
EMR Emerson Electric Co.
+0.79%
+$10,987.07 
AEE Ameren Corporation
+0.79%
+$4,434.16 
TSLA Tesla, Inc.
+0.76%
+$80,100.08 
MPC Marathon Petroleum Corporation
+0.76%
+$11,883.14 
TRGP Targa Resources Corp.
+0.76%
+$6,816.74 
LUNR Intuitive Machines, Inc.
+0.73%
+$279,456.66 
STT State Street Corp
+0.73%
+$5,570.34 
IDA Idacorp Inc.
+0.71%
+$198,541.71 
AME Ametek Inc.
+0.71%
+$6,643.66 
CAT Caterpillar Inc.
+0.7%
+$275,368.73 
ROP Roper Technologies Inc.
+0.7%
+$5,842.56 
BMY Bristol-Myers Squibb Company
+0.69%
+$74,038.5 
CARR Carrier Global Corporation
+0.68%
+$7,378.14 
HSIC Henry Schein, Inc.
+0.68%
+$427.46 
DOW Dow Inc.
+0.67%
+$2,905 
PTC PTC Inc.
+0.66%
+$3,490.2 
PLTR Palantir Technologies Inc.
+0.65%
+$37,966.31 
BLDR Builders FirstSource, Inc.
+0.65%
+$549.54 
SYY Sysco Corporation
+0.63%
+$5,358.3 
EXPE Expedia Group, Inc.
+0.62%
+$3,858.92 
TER Teradyne, Inc.
+0.6%
+$4,936.82 
ET Energy Transfer L.P.
+0.59%
+$163,964.52 
GEN Gen Digital Inc.
+0.59%
+$1,726.72 
RJF Raymond James Financial Inc.
+0.58%
+$4,866.18 
MO Altria Group, Inc.
+0.57%
+$11,701.56 
APH Amphenol Corporation
+0.55%
+$204,839.67 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$993.87 
AOS A. O. Smith Corporation
+0.54%
+$358.4 
CRVS Corvus Pharmaceuticals Inc.
+0.53%
+$9,539.32 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,824.25 
EXC Exelon Corporation
+0.53%
+$4,757.04 
STEP StepStone Group Inc.
+0.53%
+$314.18 
GM General Motors Company
+0.52%
+$7,308.02 
DVA DaVita Inc.
+0.52%
+$191.88 
PSX Phillips 66
+0.51%
+$8,262.93 
Q Qnity Electronics Inc.
+0.51%
+$3,405.55 
MRAM Everspin Technologies Inc.
+0.48%
+$15.96 
AXON Axon Enterprise, Inc.
+0.47%
+$3,766.29 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$7,912.29 
NSC Norfolk Southern Corporation
+0.46%
+$5,676.17 
KKR KKR & Co. Inc.
+0.45%
+$6,259.05 
PAYX Paychex Inc.
+0.44%
+$2,755.53 
EBAY eBay Inc.
+0.43%
+$4,178.25 
CSX CSX Corporation
+0.42%
+$6,587.7 
RKLB Rocket Lab Corporation
+0.42%
+$437,947.56 
CASY Casey's General Stores Inc.
+0.4%
+$1,389.5 
WST West Pharmaceutical Services, Inc.
+0.4%
+$4,881.27 
PFE Pfizer Inc.
+0.4%
+$10,337.8 
RTX RTX Corporation
+0.39%
+$23,869.44 
LPTH Lightpath Technologies Inc.
+0.39%
+$79,477.8 
VLO Valero Energy Corporation
+0.38%
+$7,461.3 
AVGO Broadcom Inc.
+0.37%
+$74,450.88 
PG Procter & Gamble Co
+0.37%
+$25,693.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$50,273.94 
OTIS Otis Worldwide Corporation
+0.36%
+$1,508.26 
TDG TransDigm Group Inc.
+0.36%
+$3,790.53 
BAC Bank of America Corporation
+0.36%
+$30,006.02 
AMG Affiliated Managers Group Inc.
+0.35%
+$158.75 
SNA Snap-on Inc.
+0.33%
+$635.13 
RF Regions Financial Corporation
+0.32%
+$1,310.5 
AZO AutoZone Inc.
+0.32%
+$3,097.58 
GD General Dynamics Corporation
+0.32%
+$5,344.82 
MRK Merck & Co., Inc.
+0.32%
+$50,390.23 
DOV Dover Corporation
+0.27%
+$1,430.25 
JPM JPMorgan Chase & Co.
+0.27%
+$35,912.7 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,239.76 
NRG NRG Energy, Inc.
+0.24%
+$19,117.8 
CME CME Group Inc.
+0.21%
+$3,429.75 
SO The Southern Company
+0.21%
+$4,031.4 
JNJ Johnson & Johnson
+0.21%
+$39,159.05 
ADI Analog Devices, Inc.
+0.2%
+$6,210.74 
FLY Firefly Aerospace Inc.
+0.2%
+$91,234.68 
CMI Cummins Inc.
+0.19%
+$2,762.15 
OGE Oge Energy Corp.
+0.19%
+$60,544.62 
INTU Intuit Inc.
+0.18%
+$3,099.7 
USB U.S. Bancorp
+0.17%
+$3,240.66 
T AT&T Inc.
+0.17%
+$6,072.68 
MS Morgan Stanley
+0.17%
+$8,733.29 
INVH Invitation Homes Inc.
+0.17%
+$598.9 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,913.23 
HST Host Hotels & Resorts Inc.
+0.16%
+$538.6 
VICI Vici Properties Inc.
+0.15%
+$826.96 
DELL Dell Technologies Inc.
+0.14%
+$3,013.36 
EA Electronic Arts Inc.
+0.13%
+$995.49 
XYL Xylem Inc.
+0.13%
+$549.45 
DTE DTE Energy Company
+0.12%
+$625.43 
MMM 3M Company
+0.12%
+$2,015.3 
BDX Becton, Dickinson and Company
+0.1%
+$851.02 
ISRG Intuitive Surgical, Inc.
+0.1%
+$3,493.34 
C Citigroup Inc.
+0.1%
+$4,737.75 
NUE Nucor Corporation
+0.1%
+$1,772.76 
WM Waste Management, Inc.
+0.1%
+$1,401.62 
AFL Aflac Inc.
+0.09%
+$995.4 
WMT Walmart Inc.
+0.09%
+$7,777.26 
ABT Abbott Laboratories
+0.09%
+$4,686.12 
TECH Bio-Techne Corporation
+0.08%
+$169.07 
FDS FactSet Research Systems Inc.
+0.07%
+$113.74 
AEP American Electric Power Company, Inc.
+0.06%
+$18,267.27 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,062.25 
USFD US Foods Holding Corp
+0.04%
+$357.72 
DIS The Walt Disney Company
+0.03%
+$1,104.87 
TAP Molson Coors Beverage Company
+0.02%
+$28.01 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$77.2 
ATMU Atmus Filtration Technologies Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$42,885.15 
IOVA Iovance Biotherapeutics, Inc.
-13.22%
-$173,629.76 
CTVA Corteva Inc.
-11.9%
-$114,527.62 
COIN Coinbase Global, Inc.
-10.59%
-$73,869.84 
TRAX First Tracks Biotherapeutics, Inc.
-7.83%
-$115,592.15 
AAPL Apple Inc.
-7.35%
-$2.7M 
EIX Edison International
-6.81%
-$41,625.76 
SYK Stryker Corporation
-6.42%
-$163,216.03 
TROW T. Rowe Price Group, Inc.
-6.31%
-$32,213.34 
MU Micron Technology, Inc.
-5.9%
-$1.09M 
COGT Cogent Biosciences, Inc.
-5.87%
-$587,002.95 
CGEM Cullinan Therapeutics, Inc.
-5.82%
-$64,082.52 
NUVB Nuvation Bio Inc.
-5.52%
-$146,265.81 
CTMX CytomX Therapeutics Inc.
-5.49%
-$41,217.66 
IP International Paper Company
-5.38%
-$25,002.64 
MRNA Moderna, Inc.
-5.35%
-$20,931.2 
EXEL Exelixis Inc.
-5.25%
-$284,842 
MDGL Madrigal Pharmaceuticals, Inc.
-5.23%
-$38,659.18 
LYV Live Nation Entertainment, Inc.
-5.14%
-$23,518.42 
SNDK SanDisk Corporation
-5.09%
-$172,529.37 
ORIC Oric Pharmaceuticals Inc.
-4.9%
-$33,046.89 
BBOT BridgeBio Oncology Therapeutics, Inc.
-4.82%
-$38,268.99 
TSN Tyson Foods Inc.
-4.43%
-$14,520.62 
TYL Tyler Technologies Inc.
-4.24%
-$11,968.82 
VKTX Viking Therapeutics Inc.
-4.14%
-$11,543.62 
CYTK Cytokinetics, Incorporated
-4.09%
-$73,738.77 
STOK Stoke Therapeutics Inc.
-3.93%
-$11,702.07 
NTLA Intellia Therapeutics Inc.
-3.7%
-$5,620.28 
TYRA Tyra Biosciences, Inc.
-3.57%
-$34,832.45 
YSS York Space Systems, Inc.
-3.47%
-$1.01M 
CAG Conagra Brands Inc.
-3.46%
-$4,443.92 
SRRK Scholar Rock Holding Corporation
-3.46%
-$16,138.09 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$718,132.66 
ZYME Zymeworks Inc.
-3.39%
-$81,323.55 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$35,536.8 
ARVN Arvinas Inc.
-3.25%
-$22,713.48 
KURA Kura Oncology Inc.
-3.22%
-$28,128.3 
RLAY Relay Therapeutics Inc.
-3.19%
-$109,604.84 
GPN Global Payments Inc.
-3.18%
-$13,736.51 
INBX Inhibrx Biosciences, Inc.
-3.16%
-$27,255.57 
OLMA Olema Pharmaceuticals Inc.
-3.13%
-$29,510.83 
SMMT Summit Therapeutics Inc.
-3.12%
-$50,860.74 
ARWR Arrowhead Pharmaceuticals Inc.
-3.06%
-$14,052.21 
ANAB AnaptysBio Inc.
-3.05%
-$52,533.63 
ES Eversource Energy
-3.05%
-$17,253 
CI The Cigna Group
-2.99%
-$39,313.31 
AVY Avery Dennison Corporation
-2.91%
-$5,924.77 
MOS Mosaic Company
-2.85%
-$4,130.75 
INSM Insmed Inc.
-2.85%
-$9,840.45 
ERAS Erasca, Inc.
-2.84%
-$96,692.14 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$8,342.75 
INCY Incyte Corporation
-2.82%
-$9,382.88 
DECK Deckers Outdoor Corporation
-2.82%
-$7,682.54 
IBKR Interactive Brokers Group Inc.
-2.75%
-$22,534.5 
MLM Martin Marietta Materials, Inc.
-2.75%
-$30,997.94 
AJG Arthur J. Gallagher & Co.
-2.75%
-$34,355.15 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$17,690.91 
VRSK Verisk Analytics Inc.
-2.75%
-$30,855 
AVBP Arrivent Biopharma Inc.
-2.74%
-$47,908.56 
RKT Rocket Companies, Inc. Class A
-2.71%
-$7,473.96 
EQIX Equinix, Inc.
-2.7%
-$48,138 
FIS Fidelity National Information Services, Inc.
-2.67%
-$13,784.61 
JANX Janux Therapeutics Inc.
-2.63%
-$21,124.02 
QCOM QUALCOMM Incorporated
-2.63%
-$84,328.86 
POOL Pool Corporation
-2.61%
-$412.51 
ON ON Semiconductor Corporation
-2.54%
-$50,325.51 
CGON CG Oncology, Inc.
-2.52%
-$126,411.61 
ABBV AbbVie Inc.
-2.51%
-$399,580.73 
BBIO BridgeBio Pharma, Inc.
-2.5%
-$155,956.1 
IDYA Ideaya Biosciences Inc.
-2.47%
-$122,262.3 
ALGN Align Technology, Inc.
-2.45%
-$10,357.25 
ICE Intercontinental Exchange, Inc.
-2.42%
-$37,111.68 
DLR Digital Realty Trust, Inc.
-2.42%
-$25,820.43 
RVMD Revolution Medicines Inc.
-2.42%
-$332,850.4 
SJM The J.M. Smucker Company
-2.41%
-$6,327.75 
BIIB Biogen Inc.
-2.4%
-$13,804.53 
MGM MGM Resorts International
-2.39%
-$3,287.44 
CSGP CoStar Group, Inc.
-2.38%
-$6,239.8 
SATS EchoStar Corporation
-2.37%
-$3.14M 
YUM Yum! Brands, Inc.
-2.37%
-$21,564.84 
NVR NVR, Inc.
-2.25%
-$8,214.56 
PCG PG&E Corporation
-2.25%
-$17,743.6 
CPSH CPS Technologies Corp.
-2.24%
-$135,546.93 
SNDX Syndax Pharmaceuticals Inc.
-2.21%
-$31,051.23 
BAX Baxter International Inc.
-2.21%
-$6,248.69 
CPT Camden Property Trust
-2.19%
-$4,833.52 
BXP Boston Properties, Inc.
-2.16%
-$4,226.85 
BA Boeing Company
-2.15%
-$70,614.45 
NEM Newmont Corporation
-2.14%
-$38,980.75 
TXT Textron Inc.
-2.1%
-$6,882.61 
CPAY Corpay, Inc.
-2.05%
-$10,429.03 
KHC The Kraft Heinz Company
-2.01%
-$9,840.51 
LH Labcorp Holdings Inc.
-2.01%
-$12,071.29 
WSM Williams-Sonoma, Inc.
-2%
-$8,457.92 
NFLX Netflix, Inc.
-2%
-$123,064.86 
EFX Equifax Inc.
-1.99%
-$9,003.15 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$3,182.4 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$41,348.41 
LVS Las Vegas Sands Corp.
-1.97%
-$6,561.1 
AWK American Water Works Company, Inc.
-1.93%
-$11,354.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$319,307.37 
NWSA News Corporation
-1.89%
-$13,792.72 
IRM Iron Mountain Inc.
-1.86%
-$30,020.8 
GIS General Mills, Inc.
-1.84%
-$7,729.12 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$12,001.08 
UAL United Airlines Holdings, Inc.
-1.8%
-$14,675.63 
SYF Synchrony Financial
-1.79%
-$9,653.1 
BBY Best Buy Co., Inc.
-1.78%
-$3,689.4 
CBRE CBRE Group Inc.
-1.77%
-$12,918.8 
APD Air Products and Chemicals, Inc.
-1.77%
-$20,894.85 
PHM PulteGroup Inc.
-1.76%
-$10,203.69 
DHI D.R. Horton, Inc.
-1.7%
-$10,579.02 
UNH UnitedHealth Group Incorporated
-1.68%
-$181,473.02 
LEN Lennar Corporation
-1.67%
-$14,134.4 
NWS News Corporation
-1.67%
-$8,415.34 
ADM Archer-Daniels-Midland Co
-1.66%
-$9,468.44 
DRI Darden Restaurants, Inc.
-1.64%
-$9,068.25 
SQ Block, Inc.
-1.64%
-$15,294.15 
SOLV Solventum Corporation
-1.59%
-$1,527.66 
LRCX Lam Research Corporation
-1.58%
-$145,338.44 
CPRT Copart Inc.
-1.52%
-$8,861.4 
FICO Fair Isaac Corporation
-1.45%
-$19,436.69 
RL Ralph Lauren Corporation
-1.44%
-$1,904.94 
CELC Celcuity Inc.
-1.44%
-$51,549.12 
KDP Keurig Dr Pepper Inc.
-1.43%
-$12,458.7 
IEX IDEX Corporation
-1.42%
-$1,198.52 
NI NiSource Inc.
-1.42%
-$341,719.04 
HRL Hormel Foods Corporation
-1.42%
-$1,922.4 
TNGX Tango Therapeutics Inc.
-1.42%
-$21,599.76 
IMNM Immunome Inc.
-1.39%
-$85,813.44 
LUV Southwest Airlines Co.
-1.38%
-$6,414.03 
WYNN Wynn Resorts, Limited
-1.38%
-$992.46 
NKE Nike, Inc. - Class B
-1.37%
-$13,833.58 
DPZ Domino's Pizza Inc.
-1.37%
-$2,852.33 
PPG PPG Industries Inc.
-1.35%
-$6,935.43 
DD DuPont de Nemours, Inc.
-1.32%
-$6,428.96 
TTD The Trade Desk, Inc. Class A
-1.31%
-$2,006.39 
MNST Monster Beverage Corporation
-1.3%
-$19,622.77 
DAL Delta Air Lines, Inc.
-1.3%
-$14,426.75 
FCX Freeport-McMoRan Inc.
-1.28%
-$22,406.22 
IT Gartner Inc.
-1.24%
-$2,927.89 
CLX The Clorox Company
-1.24%
-$2,886 
HSY The Hershey Company
-1.23%
-$7,139.49 
MDLZ Mondelez International, Inc.
-1.22%
-$19,869.13 
F Ford Motor Company
-1.21%
-$11,061.9 
TJX The TJX Companies, Inc.
-1.21%
-$40,843.95 
IQV IQVIA Holdings Inc.
-1.17%
-$9,334.85 
AIZ Assurant Inc.
-1.16%
-$742.29 
SHW The Sherwin-Williams Company
-1.16%
-$15,365.45 
AVB AvalonBay Communities, Inc.
-1.16%
-$4,481.05 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$4,998 
SRE Sempra
-1.15%
-$12,605.14 
NEE NextEra Energy, Inc.
-1.15%
-$487,725.97 
AES AES Corporation
-1.15%
-$2,161.04 
WRB W.R. Berkley Corporation
-1.15%
-$16,724.4 
OMC Omnicom Group Inc.
-1.14%
-$6,992.44 
DE Deere & Company
-1.13%
-$38,555.94 
VTRS Viatris Inc.
-1.13%
-$4,650.4 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$8,428.56 
PKG Packaging Corporation of America
-1.12%
-$2,262.69 
IR Ingersoll Rand Inc.
-1.11%
-$126,936.66 
TKO Tko Group Holdings Inc.
-1.09%
-$932 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$4,319.82 
TXN Texas Instruments Inc
-1.08%
-$51,002.1 
LOW Lowe's Companies Inc.
-1.08%
-$22,936.1 
PLD Prologis Inc.
-1.08%
-$25,243.66 
MCK McKesson Corporation
-1.08%
-$29,861.31 
DLTR Dollar Tree, Inc.
-1.06%
-$2,959.38 
CTAS Cintas Corporation
-1.04%
-$11,983.62 
DOC Healthpeak Properties, Inc.
-1.04%
-$3,199.98 
INTC Intel Corporation
-1.02%
-$82,264.08 
NDAQ Nasdaq, Inc.
-1.02%
-$7,905.5 
KO The Coca-Cola Company
-1.02%
-$74,785.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$2,976.93 
FOXA Fox Corporation
-1%
-$2,187.13 
EQR Equity Residential
-1%
-$4,137.92 
UPS United Parcel Service, Inc.
-1%
-$15,085.35 
ROL Rollins, Inc.
-0.99%
-$1,740.78 
PPL PPL Corporation
-0.98%
-$137,766.3 
VMC Vulcan Materials Company
-0.98%
-$5,225.15 
EW Edwards Lifesciences Corporation
-0.98%
-$16,450.05 
XOM Exxon Mobil Corporation
-0.97%
-$103,160.25 
MET MetLife Inc.
-0.97%
-$8,420.52 
MCHP Microchip Technology Incorporated
-0.96%
-$8,202.98 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$41,676 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$18,252.68 
HALO Halozyme Therapeutics Inc.
-0.91%
-$24,774.48 
CRL Charles River Laboratories International, Inc.
-0.9%
-$1,470.68 
RVTY Revvity Inc.
-0.9%
-$1,984.92 
MAS Masco Corporation
-0.87%
-$2,422.98 
PGR Progressive Corporation
-0.87%
-$22,677.12 
O Realty Income Corporation
-0.87%
-$8,919.12 
VSAT Viasat Inc.
-0.86%
-$647,099.4 
ATO Atmos Energy Corporation
-0.85%
-$8,512.9 
TRMB Trimble Inc.
-0.84%
-$2,218.08 
FE FirstEnergy Corp.
-0.82%
-$4,542 
GILD Gilead Sciences Inc.
-0.81%
-$61,158.49 
PCAR PACCAR Inc.
-0.81%
-$9,103.32 
MCO Moody's Corporation
-0.81%
-$20,711.49 
D Dominion Energy, Inc.
-0.8%
-$7,602.56 
KMB Kimberly-Clark Corporation
-0.8%
-$5,922.4 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$6,535.64 
MBX MBX Biosciences, Inc.
-0.8%
-$2,655.3 
WAT Waters Corporation
-0.79%
-$12,049.66 
FOX Fox Corporation Class B Common Stock
-0.76%
-$885.6 
HUM Humana Inc.
-0.76%
-$5,798.82 
PYPL PayPal Holdings Inc
-0.76%
-$8,074.88 
ULTA Ulta Beauty Inc.
-0.76%
-$3,724.46 
CVS CVS Health Corporation
-0.75%
-$18,093.37 
SPGI S&P Global Inc.
-0.74%
-$23,786.44 
ED Consolidated Edison, Inc.
-0.74%
-$6,240.24 
MA Mastercard Incorporated
-0.74%
-$72,607.07 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$2,436.3 
BLK BlackRock, Inc.
-0.73%
-$20,508.57 
MAR Marriott International Inc. - Class A
-0.71%
-$17,983.04 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$8,052.16 
DASH DoorDash, Inc.
-0.69%
-$8,796.77 
DUK Duke Energy Corporation
-0.67%
-$12,167.4 
BRO Brown & Brown Inc.
-0.66%
-$2,986.38 
KLRA Kailera Therapeutics, Inc.
-0.65%
-$1,544.28 
AMGN Amgen Inc.
-0.64%
-$65,053.14 
BE Bloom Energy Corporation
-0.63%
-$148,440.03 
GS The Goldman Sachs Group, Inc.
-0.63%
-$42,346.73 
AMT American Tower Corporation
-0.63%
-$10,122.29 
IRDM Iridium Communications Inc.
-0.63%
-$92,768.7 
BALL Ball Corp.
-0.63%
-$2,338.64 
HAS Hasbro Inc.
-0.62%
-$1,287.97 
EME EMCOR Group, Inc.
-0.62%
-$2,973.89 
PM Philip Morris International Inc.
-0.61%
-$36,585.59 
ECL Ecolab Inc.
-0.61%
-$7,019.55 
MSCI MSCI Inc.
-0.61%
-$12,201 
DHR Danaher Corporation
-0.61%
-$22,745.66 
ROST Ross Stores, Inc.
-0.59%
-$12,492.02 
WEC WEC Energy Group Inc.
-0.57%
-$3,563.93 
VLTO Veralto Corporation
-0.57%
-$2,637.36 
SBUX Starbucks Corporation
-0.57%
-$12,039 
PRU Prudential Financial, Inc.
-0.56%
-$4,887.26 
DGX Quest Diagnostics Inc.
-0.55%
-$1,958.23 
WAB Wabtec Corporation
-0.55%
-$13,652.8 
COF Capital One Financial Corporation
-0.54%
-$12,874.15 
LLY Eli Lilly and Company
-0.53%
-$153,286.78 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,066.4 
LULU lululemon athletica inc.
-0.51%
-$1,308.45 
SBAC SBA Communications Corporation
-0.51%
-$2,086.54 
WELL Welltower Inc.
-0.51%
-$13,387.5 
STLD Steel Dynamics Inc.
-0.49%
-$2,731.74 
ALL Allstate Corporation
-0.49%
-$6,327.16 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$5,833.89 
SPG Simon Property Group, Inc.
-0.46%
-$11,596.66 
CF CF Industries Holdings, Inc.
-0.46%
-$2,929.58 
PEP PepsiCo, Inc.
-0.46%
-$18,299.52 
COO The Cooper Companies, Inc.
-0.45%
-$1,402.17 
CPB The Campbell's Company
-0.45%
-$326.5 
TRV The Travelers Companies, Inc.
-0.43%
-$5,983.73 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$34,447.04 
HD The Home Depot, Inc.
-0.42%
-$26,439.57 
GL Globe Life Inc.
-0.4%
-$916.88 
AIG American International Group Inc.
-0.39%
-$4,689.06 
ETR Entergy Corporation
-0.38%
-$107,239.75 
AXP American Express Company
-0.38%
-$12,997.08 
LII Lennox International Inc.
-0.38%
-$464.72 
CMS CMS Energy Corporation
-0.37%
-$953.64 
FDX FedEx Corporation
-0.37%
-$3,965.2 
GPC Genuine Parts Company
-0.37%
-$2,613.72 
RSG Republic Services, Inc.
-0.37%
-$2,776.02 
ABNB Airbnb, Inc.
-0.37%
-$3,954.73 
UDR UDR Inc.
-0.37%
-$838.46 
KVUE Kenvue Inc.
-0.36%
-$2,714.88 
TMUS T-Mobile US, Inc.
-0.36%
-$5,867.73 
DG Dollar General Corporation
-0.35%
-$2,280.13 
BF-B Brown-Forman Corporation
-0.35%
-$272.9 
ADSK Autodesk, Inc.
-0.33%
-$3,252.48 
CL Colgate-Palmolive Company
-0.33%
-$3,963.9 
IFF International Flavors & Fragrances Inc.
-0.33%
-$1,320.28 
TFC Truist Financial Corporation
-0.33%
-$4,228.71 
PNW Pinnacle West Capital Corporation
-0.33%
-$358.05 
SWKS Skyworks Solutions Inc.
-0.32%
-$515.4 
PFGC Performance Food Group Co.
-0.31%
-$6,595.2 
L Loews Corporation
-0.31%
-$1,310.39 
CEG Constellation Energy Corporation
-0.31%
-$4,571.64 
POWL Powell Industries Inc.
-0.3%
-$166,591.73 
VST Vistra Corp
-0.29%
-$2,623 
EVRG Evergy Inc.
-0.29%
-$911.51 
MTB M&T Bank Corporation
-0.29%
-$1,503.8 
COR Cencora, Inc.
-0.28%
-$3,668.62 
CCI Crown Castle Inc.
-0.27%
-$1,930.11 
CNP CenterPoint Energy Inc.
-0.26%
-$1,596.64 
BX Blackstone Inc.
-0.25%
-$4,753.7 
A Agilent Technologies Inc.
-0.24%
-$1,720.45 
HUBB Hubbell Inc.
-0.24%
-$60,136.67 
FISV Fiserv, Inc.
-0.24%
-$1,535.17 
COST Costco Wholesale Corporation
-0.24%
-$18,392.52 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,180.37 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$3,417.28 
PFG Principal Financial Group, Inc.
-0.22%
-$1,429 
RCUS Arcus Biosciences Inc.
-0.21%
-$4,988.4 
KR Kroger Co.
-0.21%
-$1,758.84 
PODD Insulet Corporation
-0.2%
-$1,368.43 
BKNG Booking Holdings Inc.
-0.18%
-$5,074.8 
NTRS Northern Trust Corporation
-0.17%
-$1,015.65 
FITB Fifth Third Bancorp
-0.16%
-$1,217.16 
LNT Alliant Energy Corporation
-0.15%
-$256.96 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1,271.82 
ELV Elevance Health, Inc.
-0.15%
-$3,432.74 
TPR Tapestry Inc.
-0.14%
-$1,337.91 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$272.22 
KIM Kimco Realty Corporation
-0.12%
-$387.12 
MKC McCormick & Company, Incorporated
-0.12%
-$310.38 
EXR Extra Space Storage Inc.
-0.12%
-$704.89 
STZ Constellation Brands, Inc.
-0.12%
-$417.9 
CFG Citizens Financial Group, Inc.
-0.11%
-$674 
KVHI KVH Industries Inc.
-0.11%
-$5,462.72 
ALB Albemarle Corporation
-0.1%
-$269.88 
KEY KeyCorp
-0.09%
-$388.64 
REG Regency Centers Corporation
-0.09%
-$152.88 
HOOD Robinhood Markets, Inc.
-0.05%
-$582.72 
HLNE Hamilton Lane Inc.
-0.04%
-$28.52 
V Visa Inc. Class A
-0.04%
-$5,045.94 
XEL Xcel Energy Inc.
-0.04%
-$5,904.24 
TGT Target Corporation
-0.01%
-$180.98 
UBER Uber Technologies, Inc.
-0.01%
-$417.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2581 | Longs Won 1565/2581 60% | Profit Factor 1.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.99M |
| Average Win $298,806.19 | Best Trade (Aug 17) $16.75M | Sharpe Ratio -3.94 |
| Average Loss -$404,389.85 | Worst Trade (Aug 03) -$62.58M | Z-Score 10.33 (100%) |
| Commissions $0 | Avg. Trade Length 6m 4w 1d | Expectancy $21,151.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.13% | 4.27% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,060 | $651,098.45 | $700,152.2 | - | $49,053.75 | 7.53% | -0.245% |
| AAOI Applied Optoelectronics, Inc. | 421 | $62,375 | $39,708.72 | - | -$22,666.28 | -36.34% | +4.672% |
| AAPL Apple Inc. | 109,937 | $28.52M | $33.96M | - | $5.44M | 19.06% | -7.354% |
| ABBV AbbVie Inc. | 61,759 | $13.99M | $15.5M | - | $1.51M | 10.78% | -2.513% |
| ABNB Airbnb, Inc. | 7,062 | $871,228.58 | $1.07M | - | $198,805.66 | 22.82% | -0.368% |
| ABT Abbott Laboratories | 52,068 | $6.82M | $5.5M | - | -$1.32M | -19.3% | +0.085% |
| ADBE Adobe Inc. | 8,198 | $2.68M | $2.05M | - | -$627,288.77 | -23.4% | +1.013% |
| ADI Analog Devices, Inc. | 8,393 | $2.17M | $3.08M | - | $909,160.96 | 41.81% | +0.202% |
| ADM Archer-Daniels-Midland Co | 7,066 | $432,148.45 | $560,121.82 | - | $127,973.37 | 29.61% | -1.662% |
| ADP Automatic Data Processing Inc. | 6,837 | $1.96M | $1.82M | - | -$142,005.08 | -7.23% | +0.982% |
| ADSK Autodesk, Inc. | 4,224 | $1.3M | $989,260.8 | - | -$309,330.07 | -23.82% | -0.328% |
| AEE Ameren Corporation | 5,156 | $542,067.14 | $565,149.16 | - | $23,082.02 | 4.26% | +0.791% |
| AEHR Aehr Test Systems | 924 | $88,759 | $73,901.52 | - | -$14,857.48 | -16.74% | +4.046% |
| AEIS Advanced Energy Industries Inc. | 96,621 | $30.31M | $27.97M | - | -$2.33M | -7.69% | +5.564% |
| AEP American Electric Power Company, Inc. | 260,961 | $32.64M | $33.36M | - | $728,291.46 | 2.23% | +0.055% |
| AES AES Corporation | 12,712 | $169,081.53 | $186,612.16 | - | $17,530.63 | 10.37% | -1.145% |
| AFL Aflac Inc. | 8,295 | $930,506.12 | $1.06M | - | $126,940.48 | 13.64% | +0.094% |
| AIG American International Group Inc. | 15,126 | $1.18M | $1.19M | - | $6,649.66 | 0.56% | -0.393% |
| AIT Applied Industrial Technologies Inc. | 53,040 | $13.68M | $18.31M | - | $4.63M | 33.86% | +1.577% |
| AIZ Assurant Inc. | 227 | $54,673 | $63,376.13 | - | $8,703.13 | 15.92% | -1.158% |
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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 William Jones?
The largest contributions to the portfolio's profits come from the following stocks: Revolution Medicines Inc - $4.95M, BridgeBio Pharma, Inc - $3.41M, ATI Inc - $2.74M, Merus N.V - $2.13M, and CRH plc - $1.77M. 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: Primoris Services Corporation - $1.77M, Itron Inc - $1.57M, Expand Energy Corporation - $1.54M, Fluor Corporation - $1.46M, and Herc Holdings Inc - $1.2M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.62M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $1.08M, Oge Energy Corp - $637,451.21, NextEra Energy, Inc - $516,943.47, Entergy Corporation - $464,394.4, and Bristol-Myers Squibb Company - $438,726.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Jones's monthly returns?
William Jones'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 William Jones's strategy be considered aggressive or moderate?
William Jones'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 William Jones's strategy?
William Jones's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
