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:
50.86%
Gain +0.02%
Monthly
1.92%
Yearly
25.75%
Drawdown
29.21%
$2.57B
Equity
Holdings
$2.57B
Investment
$2.69B
-$106.83M
Profit +$207,663.45
Realized
$6.74M
Unrealized
-$113.56M
Dividends
$22.96M
Goals
Avg. 7% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$207,663.45
Win %
57%
This Week
Compared To Last Week
Gain
-6.23%
Profit
-$169.63M
Win %
57%
This Month
Compared to last month
Gain
-5.92%
Profit
-$160.61M
Win %
57%
This Year
Compared to last year
Gain
-17.2%
Profit
-$529.5M
Win %
58%
TRGP Targa Resources Corp.
+4.37%
+$41,471.3 
FANG Diamondback Energy Inc
+4.27%
+$41,708.25 
EOG EOG Resources, Inc.
+4.23%
+$66,497.34 
KMI Kinder Morgan, Inc.
+4.21%
+$70,095.72 
APA APA Corporation
+4.07%
+$12,681.6 
NOC Northrop Grumman Corporation
+4.05%
+$48,309.24 
RTX RTX Corporation
+3.73%
+$198,059.52 
LMT Lockheed Martin Corporation
+3.65%
+$71,537.1 
EQT EQT Corporation
+3.56%
+$23,071.92 
NI NiSource Inc.
+3.47%
+$763,528.48 
ALL Allstate Corporation
+3.46%
+$40,298.76 
COP ConocoPhillips
+3.37%
+$101,087.23 
LHX L3Harris Technologies, Inc.
+3.33%
+$26,433 
HONA Honeywell Aerospace Inc.
+3.05%
+$74,162.16 
DVN Devon Energy Corporation
+3.03%
+$29,133.97 
WMB The Williams Companies, Inc.
+2.98%
+$451,990.78 
OKE ONEOK, Inc.
+2.93%
+$32,366.88 
EXE Expand Energy Corporation
+2.87%
+$13,530.24 
CCI Crown Castle Inc.
+2.83%
+$20,771.66 
OXY Occidental Petroleum Corporation
+2.82%
+$26,258.76 
PM Philip Morris International Inc.
+2.65%
+$164,326.81 
CMS CMS Energy Corporation
+2.63%
+$6,216.32 
CVX Chevron Corporation
+2.58%
+$222,853.68 
WEC WEC Energy Group Inc.
+2.52%
+$15,104.19 
XOM Exxon Mobil Corporation
+2.46%
+$289,928.17 
NEM Newmont Corporation
+2.43%
+$53,432.15 
PEP PepsiCo, Inc.
+2.42%
+$88,924.23 
CINF Cincinnati Financial Corporation
+2.41%
+$13,613.34 
IDXX IDEXX Laboratories, Inc.
+2.41%
+$51,850.12 
EXC Exelon Corporation
+2.4%
+$20,217.42 
BKR Baker Hughes Company
+2.39%
+$33,085 
VTRS Viatris Inc.
+2.39%
+$10,114.62 
USB U.S. Bancorp
+2.33%
+$39,477.74 
CASY Casey's General Stores Inc.
+2.31%
+$6,189.23 
AEP American Electric Power Company, Inc.
+2.29%
+$743,738.85 
SO The Southern Company
+2.24%
+$40,314 
AEE Ameren Corporation
+2.24%
+$11,961.92 
CBOE Cboe Global Markets Inc.
+2.24%
+$57,007.86 
PGR Progressive Corporation
+2.22%
+$57,790.08 
ED Consolidated Edison, Inc.
+2.19%
+$18,489.6 
DUK Duke Energy Corporation
+2.18%
+$37,516.15 
AMT American Tower Corporation
+2.16%
+$35,979.82 
GD General Dynamics Corporation
+2.14%
+$31,543.2 
EVRG Evergy Inc.
+2.12%
+$6,570.54 
ERIE Erie Indemnity Company
+2.1%
+$2,178.68 
BRO Brown & Brown Inc.
+2.09%
+$9,022.68 
VMC Vulcan Materials Company
+2.07%
+$10,235.11 
ATO Atmos Energy Corporation
+2.07%
+$19,499.28 
KO The Coca-Cola Company
+2.06%
+$157,880.5 
AIG American International Group Inc.
+2.05%
+$24,504.12 
CAG Conagra Brands Inc.
+2.04%
+$2,478.34 
POOL Pool Corporation
+2.04%
+$286.35 
PPL PPL Corporation
+2%
+$271,596.42 
AZO AutoZone Inc.
+1.99%
+$19,510.4 
ICE Intercontinental Exchange, Inc.
+1.99%
+$30,844.8 
WRB W.R. Berkley Corporation
+1.96%
+$28,869.5 
MLM Martin Marietta Materials, Inc.
+1.96%
+$20,046.46 
AJG Arthur J. Gallagher & Co.
+1.91%
+$23,326.4 
VRSK Verisk Analytics Inc.
+1.91%
+$20,027.7 
TJX The TJX Companies, Inc.
+1.9%
+$58,288.02 
CNP CenterPoint Energy Inc.
+1.88%
+$10,886.25 
HAL Halliburton Company
+1.85%
+$10,746.37 
ET Energy Transfer L.P.
+1.84%
+$498,725.41 
DPZ Domino's Pizza Inc.
+1.83%
+$3,291.15 
PEG Public Service Enterprise Group Incorporated
+1.82%
+$12,400.64 
LNT Alliant Energy Corporation
+1.82%
+$2,849.92 
SBAC SBA Communications Corporation
+1.82%
+$7,575.12 
PNW Pinnacle West Capital Corporation
+1.81%
+$1,996.4 
BLDR Builders FirstSource, Inc.
+1.81%
+$1,239.66 
SRE Sempra
+1.81%
+$18,112.24 
HII Huntington Ingalls Industries Inc.
+1.79%
+$7,843.98 
HIG The Hartford Insurance Group, Inc.
+1.74%
+$13,243.23 
MO Altria Group, Inc.
+1.72%
+$38,105.08 
KHC The Kraft Heinz Company
+1.72%
+$7,426.8 
PODD Insulet Corporation
+1.68%
+$9,662.51 
AFL Aflac Inc.
+1.63%
+$15,926.4 
TSN Tyson Foods Inc.
+1.59%
+$4,642.28 
L Loews Corporation
+1.59%
+$6,297.2 
XEL Xcel Energy Inc.
+1.58%
+$234,201.52 
CL Colgate-Palmolive Company
+1.55%
+$19,026.72 
CME CME Group Inc.
+1.52%
+$26,534.97 
TRV The Travelers Companies, Inc.
+1.47%
+$20,741.15 
MSI Motorola Solutions, Inc.
+1.47%
+$22,250.39 
PKG Packaging Corporation of America
+1.47%
+$2,773.62 
KR Kroger Co.
+1.47%
+$13,484.44 
COF Capital One Financial Corporation
+1.45%
+$32,811.84 
PG Procter & Gamble Co
+1.45%
+$110,047.72 
KMB Kimberly-Clark Corporation
+1.44%
+$10,095 
AWK American Water Works Company, Inc.
+1.43%
+$8,171.9 
CHD Church & Dwight Co., Inc.
+1.41%
+$6,612 
FE FirstEnergy Corp.
+1.41%
+$7,267.2 
MKC McCormick & Company, Incorporated
+1.4%
+$3,310.72 
MDLZ Mondelez International, Inc.
+1.4%
+$22,707.52 
EXR Extra Space Storage Inc.
+1.39%
+$7,960.32 
PSX Phillips 66
+1.37%
+$30,374.47 
STZ Constellation Brands, Inc.
+1.37%
+$4,931.22 
WFC Wells Fargo & Company
+1.35%
+$78,935.36 
OTIS Otis Worldwide Corporation
+1.32%
+$5,394.93 
TMUS T-Mobile US, Inc.
+1.32%
+$19,279.98 
ES Eversource Energy
+1.3%
+$6,594.48 
KDP Keurig Dr Pepper Inc.
+1.29%
+$12,181.84 
KVUE Kenvue Inc.
+1.28%
+$9,308.16 
HSY The Hershey Company
+1.27%
+$7,041.25 
FAST Fastenal Co.
+1.27%
+$14,482.56 
TPL Texas Pacific Land Corporation
+1.27%
+$3,009.6 
TAP Molson Coors Beverage Company
+1.25%
+$1,372.49 
JPM JPMorgan Chase & Co.
+1.25%
+$160,078.95 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$174,607.34 
BLK BlackRock, Inc.
+1.21%
+$34,952 
SJM The J.M. Smucker Company
+1.19%
+$3,217.5 
WM Waste Management, Inc.
+1.19%
+$17,010.57 
WY Weyerhaeuser Company
+1.19%
+$3,218.16 
VTR Ventas Inc.
+1.18%
+$9,169 
CI The Cigna Group
+1.17%
+$15,935.34 
ZTS Zoetis Inc.
+1.15%
+$8,085.6 
PNC The PNC Financial Services Group, Inc.
+1.14%
+$16,711.45 
ADP Automatic Data Processing Inc.
+1.14%
+$22,220.25 
SPGI S&P Global Inc.
+1.14%
+$37,422.84 
COST Costco Wholesale Corporation
+1.14%
+$89,543.54 
D Dominion Energy, Inc.
+1.11%
+$9,503.2 
ETR Entergy Corporation
+1.11%
+$300,795.15 
DTE DTE Energy Company
+1.09%
+$5,150.6 
IDA Idacorp Inc.
+1.07%
+$288,963.78 
TFC Truist Financial Corporation
+1.07%
+$12,437.5 
NEE NextEra Energy, Inc.
+1.06%
+$405,633.48 
KIM Kimco Realty Corporation
+1.06%
+$3,096.96 
BF-B Brown-Forman Corporation
+1.05%
+$818.7 
HRL Hormel Foods Corporation
+1.04%
+$1,121.4 
TXT Textron Inc.
+1.04%
+$2,933.58 
CLX The Clorox Company
+1.03%
+$2,140.45 
OGE Oge Energy Corp.
+1.02%
+$322,904.64 
PSA Public Storage Common Stock
+1.01%
+$7,444.04 
APD Air Products and Chemicals, Inc.
+1.01%
+$11,765.65 
SPG Simon Property Group, Inc.
+1.01%
+$22,217.9 
INVH Invitation Homes Inc.
+1.01%
+$3,234.06 
PCG PG&E Corporation
+1%
+$5,766.67 
ROK Rockwell Automation, Inc.
+0.99%
+$103,626.6 
F Ford Motor Company
+0.97%
+$7,374.6 
MRSH Marsh & McLennan Companies, Inc.
+0.97%
+$18,152.49 
CSGP CoStar Group, Inc.
+0.97%
+$2,763.34 
O Realty Income Corporation
+0.95%
+$8,441.31 
DRI Darden Restaurants, Inc.
+0.95%
+$5,457 
CNS Cohen & Steers Inc.
+0.94%
+$319.15 
COO The Cooper Companies, Inc.
+0.94%
+$2,294.46 
DOW Dow Inc.
+0.91%
+$3,921.75 
CF CF Industries Holdings, Inc.
+0.9%
+$5,455.08 
JNJ Johnson & Johnson
+0.9%
+$168,457.8 
ATMU Atmus Filtration Technologies Inc.
+0.89%
+$41,307.63 
DOV Dover Corporation
+0.88%
+$4,367.34 
VZ Verizon Communications Inc.
+0.88%
+$32,117.28 
ROST Ross Stores, Inc.
+0.88%
+$17,155.68 
ORLY O'Reilly Automotive Inc.
+0.87%
+$12,550.23 
NRG NRG Energy, Inc.
+0.86%
+$53,173.05 
DLR Digital Realty Trust, Inc.
+0.86%
+$8,293.5 
MNST Monster Beverage Corporation
+0.86%
+$12,051.78 
C Citigroup Inc.
+0.84%
+$37,904.88 
RSG Republic Services, Inc.
+0.82%
+$6,726.51 
LOW Lowe's Companies Inc.
+0.81%
+$16,065.36 
BNY BlackRock New York Municipal Income Trust
+0.81%
+$13,400.95 
WMT Walmart Inc.
+0.8%
+$73,104.74 
BA Boeing Company
+0.78%
+$21,955.8 
PAYX Paychex Inc.
+0.77%
+$4,592.55 
GIS General Mills, Inc.
+0.76%
+$2,884 
SWKS Skyworks Solutions Inc.
+0.76%
+$1,546.2 
FISV Fiserv, Inc.
+0.72%
+$4,015.06 
V Visa Inc. Class A
+0.71%
+$103,088.34 
ABBV AbbVie Inc.
+0.71%
+$124,754.42 
NTLA Intellia Therapeutics Inc.
+0.7%
+$1,096.64 
GL Globe Life Inc.
+0.7%
+$1,482.08 
LDOS Leidos Holdings Inc.
+0.69%
+$2,228.7 
XYL Xylem Inc.
+0.68%
+$2,564.1 
SBUX Starbucks Corporation
+0.66%
+$12,841.6 
NSC Norfolk Southern Corporation
+0.64%
+$7,653.58 
BALL Ball Corp.
+0.64%
+$2,281.6 
ZBH Zimmer Biomet Holdings, Inc.
+0.64%
+$2,516.4 
NUE Nucor Corporation
+0.63%
+$11,345.6 
MCK McKesson Corporation
+0.62%
+$19,864.8 
HLT Hilton Worldwide Holdings Inc.
+0.61%
+$8,026.36 
MAR Marriott International Inc. - Class A
+0.61%
+$15,879.24 
FRT Federal Realty Investment Trust
+0.61%
+$382.08 
CMCSA Comcast Corp
+0.6%
+$8,984.56 
VICI Vici Properties Inc.
+0.6%
+$2,894.36 
GE General Electric Company
+0.59%
+$52,176.67 
BR Broadridge Financial Solutions, Inc.
+0.57%
+$2,520 
BSX Boston Scientific Corporation
+0.57%
+$11,448.5 
HWM Howmet Aerospace Inc.
+0.55%
+$11,582.4 
MRK Merck & Co., Inc.
+0.52%
+$93,404 
RF Regions Financial Corporation
+0.51%
+$1,834.7 
AIZ Assurant Inc.
+0.51%
+$326.88 
EIX Edison International
+0.5%
+$2,174.48 
HST Host Hotels & Resorts Inc.
+0.5%
+$1,615.8 
NDAQ Nasdaq, Inc.
+0.5%
+$3,830.5 
PHM PulteGroup Inc.
+0.5%
+$2,517.2 
MET MetLife Inc.
+0.49%
+$4,389.42 
SYK Stryker Corporation
+0.49%
+$10,447.58 
PFGC Performance Food Group Co.
+0.48%
+$8,610.4 
USFD US Foods Holding Corp
+0.48%
+$4,382.07 
PFE Pfizer Inc.
+0.48%
+$14,472.92 
HD The Home Depot, Inc.
+0.45%
+$26,439.38 
TDG TransDigm Group Inc.
+0.45%
+$4,324.8 
LLY Eli Lilly and Company
+0.43%
+$135,533.5 
CPRT Copart Inc.
+0.43%
+$2,363.04 
IFF International Flavors & Fragrances Inc.
+0.43%
+$1,980.42 
AAPL Apple Inc.
+0.43%
+$160,508.02 
CPT Camden Property Trust
+0.41%
+$779.6 
DG Dollar General Corporation
+0.4%
+$2,736.18 
ITW Illinois Tool Works Inc.
+0.4%
+$4,909.36 
MAS Masco Corporation
+0.4%
+$1,115.34 
CTSH Cognizant Technology Solutions Corporation
+0.4%
+$2,737.28 
SNA Snap-on Inc.
+0.37%
+$625.78 
GM General Motors Company
+0.36%
+$4,766.1 
TPR Tapestry Inc.
+0.36%
+$2,739.53 
HAS Hasbro Inc.
+0.36%
+$764.05 
GPC Genuine Parts Company
+0.34%
+$2,556.9 
MAA Mid-America Apartment Communities, Inc.
+0.31%
+$894.96 
CTAS Cintas Corporation
+0.3%
+$3,495.24 
MCO Moody's Corporation
+0.28%
+$7,366.44 
REG Regency Centers Corporation
+0.27%
+$436.8 
HALO Halozyme Therapeutics Inc.
+0.27%
+$10,757.34 
FOXA Fox Corporation
+0.27%
+$630.19 
WST West Pharmaceutical Services, Inc.
+0.26%
+$3,563 
KEY KeyCorp
+0.25%
+$971.6 
MPC Marathon Petroleum Corporation
+0.24%
+$5,717.8 
MCD McDonald's Corporation
+0.19%
+$7,021.33 
ABT Abbott Laboratories
+0.19%
+$10,413.6 
AMG Affiliated Managers Group Inc.
+0.19%
+$90 
MA Mastercard Incorporated
+0.18%
+$18,791.89 
PH Parker-Hannifin Corporation
+0.17%
+$21,057.96 
FICO Fair Isaac Corporation
+0.16%
+$1,477.98 
CPB The Campbell's Company
+0.15%
+$97.95 
UDR UDR Inc.
+0.15%
+$299.45 
VLO Valero Energy Corporation
+0.15%
+$4,075.5 
FOX Fox Corporation Class B Common Stock
+0.14%
+$177.12 
CAH Cardinal Health Inc.
+0.14%
+$1,783.25 
UNP Union Pacific Corporation
+0.11%
+$3,618.78 
CHTR Charter Communications Inc
+0.11%
+$226.68 
DOC Healthpeak Properties, Inc.
+0.1%
+$278.26 
WELL Welltower Inc.
+0.09%
+$2,475 
SYY Sysco Corporation
+0.09%
+$707.7 
VLTO Veralto Corporation
+0.08%
+$390.72 
CARR Carrier Global Corporation
+0.07%
+$702.68 
TECH Bio-Techne Corporation
+0.07%
+$140.9 
ROP Roper Technologies Inc.
+0.07%
+$558.48 
NTRS Northern Trust Corporation
+0.06%
+$317.4 
FITB Fifth Third Bancorp
+0.04%
+$270.48 
COGT Cogent Biosciences, Inc.
+0.03%
+$2,415.65 
FTV Fortive Corporation
+0.02%
+$59.75 
PCAR PACCAR Inc.
+0.01%
+$84.29 
AVB AvalonBay Communities, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AEHR Aehr Test Systems
-12.44%
-$7,955.64 
AXTI AXT, Inc.
-11.12%
-$9,363.76 
ERAS Erasca, Inc.
-9.95%
-$270,008.24 
SMCI Super Micro Computer Inc
-9.86%
-$36,893.98 
AAOI Applied Optoelectronics, Inc.
-9.75%
-$3,435.36 
VELO Velo3D, Inc.
-9.04%
-$514,458 
ASTS AST SpaceMobile, Inc.
-8.55%
-$3.81M 
YSS York Space Systems, Inc.
-8.53%
-$990,453.36 
VKTX Viking Therapeutics Inc.
-8.04%
-$18,537.2 
RKLB Rocket Lab Corporation
-7.98%
-$7.15M 
MRNA Moderna, Inc.
-7.82%
-$124,844.48 
CGEM Cullinan Therapeutics, Inc.
-7.64%
-$67,223.82 
PANW Palo Alto Networks, Inc.
-7.63%
-$395,355.81 
REPL Replimune Group Inc.
-7.57%
-$67,259.08 
IOVA Iovance Biotherapeutics, Inc.
-7.47%
-$308,052.8 
MRAM Everspin Technologies Inc.
-7.46%
-$239.4 
PLTR Palantir Technologies Inc.
-7.22%
-$686,717.31 
DDOG Datadog, Inc. Class A Common Stock
-7.19%
-$110,858.88 
COHR Coherent Corp.
-7.06%
-$62,003.1 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$286,287.69 
FTNT Fortinet Inc.
-7.03%
-$334,733.76 
WDC Western Digital Corporation
-6.86%
-$166,382.25 
TTD The Trade Desk, Inc. Class A
-6.86%
-$7,524 
SNDK SanDisk Corporation
-6.85%
-$253,058.97 
LUNR Intuitive Machines, Inc.
-6.83%
-$2.45M 
PL PLANET LABS PBC
-6.74%
-$1.56M 
CIEN Ciena Corporation
-6.67%
-$53,908.14 
LPTH Lightpath Technologies Inc.
-6.58%
-$1.07M 
SATL Satellogic Inc.
-6.57%
-$407,815.02 
AXON Axon Enterprise, Inc.
-6.45%
-$41,183.9 
KURA Kura Oncology Inc.
-6.39%
-$58,131.82 
BE Bloom Energy Corporation
-6.34%
-$1.7M 
NUVB Nuvation Bio Inc.
-6.32%
-$118,593.9 
CELC Celcuity Inc.
-6.17%
-$152,192.64 
BKSY BlackSky Technology Inc.
-6.12%
-$1.63M 
FLY Firefly Aerospace Inc.
-6.06%
-$2.46M 
RVMD Revolution Medicines Inc.
-5.97%
-$810,605.5 
HPE Hewlett Packard Enterprise Company
-5.97%
-$97,923 
AMD Advanced Micro Devices, Inc.
-5.96%
-$1.16M 
OPTX Syntec Optics Holdings Inc.
-5.92%
-$252,314 
RLAY Relay Therapeutics Inc.
-5.9%
-$180,317.64 
SITM SiTime Corporation
-5.87%
-$647.9 
RDW Redwire Corporation
-5.84%
-$323,004.24 
COIN Coinbase Global, Inc.
-5.79%
-$45,422.25 
INTC Intel Corporation
-5.79%
-$488,277.12 
VPG Vishay Precision Group Inc.
-5.71%
-$967,978.5 
MU Micron Technology, Inc.
-5.63%
-$1.11M 
AEIS Advanced Energy Industries Inc.
-5.57%
-$1.36M 
SNDX Syndax Pharmaceuticals Inc.
-5.5%
-$54,159 
CTMX CytomX Therapeutics Inc.
-5.39%
-$29,768.31 
IMNM Immunome Inc.
-5.34%
-$249,395.31 
VECO Veeco Instruments Inc.
-5.34%
-$1,053.17 
TER Teradyne, Inc.
-5.31%
-$40,863.24 
VOYG Voyager Technologies, Inc.
-5.27%
-$1.91M 
LITE Lumentum Holdings Inc.
-5.22%
-$60,440.71 
SMTC Semtech Corporation
-5.19%
-$740.52 
BELFB Bel Fuse Inc.
-5.18%
-$2.3M 
UAL United Airlines Holdings, Inc.
-5.14%
-$34,287.01 
ELVN Enliven Therapeutics, Inc.
-5.11%
-$121,994.94 
NTAP NetApp, Inc.
-5.08%
-$43,349.3 
KLAC KLA Corporation
-5%
-$297,256.08 
HOOD Robinhood Markets, Inc.
-4.92%
-$74,588.16 
AKAM Akamai Technologies Inc.
-4.88%
-$7,504.64 
LRCX Lam Research Corporation
-4.87%
-$418,078.65 
AMAT Applied Materials, Inc.
-4.82%
-$376,710.32 
SMMT Summit Therapeutics Inc.
-4.82%
-$89,611.78 
APP AppLovin Corporation Class A Common Stock
-4.71%
-$68,274.08 
JANX Janux Therapeutics Inc.
-4.68%
-$41,732.82 
ORCL Oracle Corporation
-4.64%
-$214,805.76 
ANET Arista Networks, Inc.
-4.63%
-$189,982.6 
GLW Corning Incorporated
-4.6%
-$87,415.51 
DELL Dell Technologies Inc.
-4.58%
-$116,660.19 
AVGO Broadcom Inc.
-4.53%
-$805,516.64 
ARWR Arrowhead Pharmaceuticals Inc.
-4.44%
-$13,683.8 
NOW ServiceNow, Inc.
-4.44%
-$136,481.4 
BBOT BridgeBio Oncology Therapeutics, Inc.
-4.41%
-$12,134.07 
GH Guardant Health Inc.
-4.39%
-$79,978.08 
TRAX First Tracks Biotherapeutics, Inc.
-4.38%
-$48,833.06 
HUM Humana Inc.
-4.37%
-$39,079.77 
VSAT Viasat Inc.
-4.34%
-$2.58M 
ANAB AnaptysBio Inc.
-4.31%
-$65,667 
OLMA Olema Pharmaceuticals Inc.
-4.22%
-$23,130.11 
KLRA Kailera Therapeutics, Inc.
-3.93%
-$6,457.94 
IBKR Interactive Brokers Group Inc.
-3.88%
-$30,227 
VRT Vertiv Holdings Co
-3.88%
-$559,459.46 
META Meta Platforms Inc Class A
-3.72%
-$682,612.33 
Q Qnity Electronics Inc.
-3.54%
-$21,878.4 
QCOM QUALCOMM Incorporated
-3.53%
-$132,939.15 
EQR Equity Residential
-3.5%
-$14,266.56 
HAWK HawkEye 360, Inc.
-3.49%
-$117,348.3 
DAL Delta Air Lines, Inc.
-3.47%
-$33,996.95 
FSLR First Solar, Inc.
-3.45%
-$10,347.09 
CRVS Corvus Pharmaceuticals Inc.
-3.35%
-$44,971.08 
MOD Modine Manufacturing Company
-3.34%
-$585,446.85 
POWL Powell Industries Inc.
-3.33%
-$1.53M 
ORIC Oric Pharmaceuticals Inc.
-3.29%
-$24,350.34 
LUV Southwest Airlines Co.
-3.26%
-$13,540.73 
CGON CG Oncology, Inc.
-3.25%
-$138,091.02 
FFIV F5 Inc.
-3.19%
-$8,584.5 
KEYS Keysight Technologies, Inc.
-3.18%
-$82,720.7 
TEX Terex Corporation
-3.15%
-$343,107.06 
JBL Jabil Inc.
-3.1%
-$9,983.47 
CYTK Cytokinetics, Incorporated
-3.08%
-$44,153.61 
MPWR Monolithic Power Systems, Inc.
-3.07%
-$48,231.72 
RCUS Arcus Biosciences Inc.
-3.07%
-$58,198 
CGNX Cognex Corporation
-3.02%
-$538,739.04 
CHRW C.H. Robinson Worldwide, Inc.
-3.01%
-$5,312.91 
MGM MGM Resorts International
-2.98%
-$2,654.08 
INSM Insmed Inc.
-2.96%
-$10,010.7 
WDAY Workday Inc.
-2.96%
-$26,277.3 
IDYA Ideaya Biosciences Inc.
-2.95%
-$135,847 
CVNA Carvana Co.
-2.95%
-$24,913.62 
TNGX Tango Therapeutics Inc.
-2.91%
-$36,553.44 
GNRC Generac Holdings Inc.
-2.88%
-$5,022.16 
SNPS Synopsys, Inc.
-2.88%
-$80,489.08 
NFLX Netflix, Inc.
-2.87%
-$175,325.28 
FIX Comfort Systems USA, Inc.
-2.85%
-$21,057.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.8%
-$48,101.3 
ZYME Zymeworks Inc.
-2.8%
-$76,042.8 
JBHT J.B. Hunt Transport Services, Inc.
-2.77%
-$15,835.25 
ALB Albemarle Corporation
-2.75%
-$6,072.3 
IRDM Iridium Communications Inc.
-2.73%
-$380,351.67 
TYRA Tyra Biosciences, Inc.
-2.73%
-$15,349.88 
HPQ HP Inc.
-2.72%
-$16,015.44 
IONS Ionis Pharmaceuticals, Inc.
-2.67%
-$6,519.5 
ULTA Ulta Beauty Inc.
-2.67%
-$15,566.5 
GEN Gen Digital Inc.
-2.66%
-$7,122.72 
ARVN Arvinas Inc.
-2.65%
-$15,983.56 
APH Amphenol Corporation
-2.63%
-$1.99M 
RKT Rocket Companies, Inc. Class A
-2.62%
-$6,020.69 
ADBE Adobe Inc.
-2.57%
-$53,041.06 
MIR Mirion Technologies, Inc.
-2.51%
-$88,299.12 
STEP StepStone Group Inc.
-2.5%
-$1,461.62 
CDW CDW Corporation
-2.5%
-$10,756.9 
XYZ Block, Inc.
-2.48%
-$22,431.42 
TRMB Trimble Inc.
-2.48%
-$6,977.71 
EL The Estée Lauder Companies Inc. Class A
-2.47%
-$13,515 
GOOGL Alphabet Inc
-2.47%
-$320,147.11 
CRM Salesforce Inc
-2.45%
-$118,595.4 
BX Blackstone Inc.
-2.35%
-$38,177.35 
SCHW Charles Schwab Corporation
-2.34%
-$69,729 
SOLV Solventum Corporation
-2.33%
-$2,269.35 
GOOG Alphabet Inc
-2.32%
-$237,152 
CMG Chipotle Mexican Grill, Inc.
-2.3%
-$19,198.07 
ON ON Semiconductor Corporation
-2.28%
-$39,693.36 
ZBRA Zebra Technologies Corporation
-2.25%
-$7,675.5 
CSCO Cisco Systems, Inc.
-2.24%
-$211,235.28 
CPSH CPS Technologies Corp.
-2.23%
-$120,486.16 
LH Labcorp Holdings Inc.
-2.19%
-$13,577.84 
MDGL Madrigal Pharmaceuticals, Inc.
-2.19%
-$15,094.93 
MBX MBX Biosciences, Inc.
-2.17%
-$5,511 
ADSK Autodesk, Inc.
-2.15%
-$22,218.24 
EBAY eBay Inc.
-2.14%
-$22,426.01 
TSLA Tesla, Inc.
-2.13%
-$262,024.52 
ADI Analog Devices, Inc.
-2.11%
-$71,424.43 
JKHY Jack Henry & Associates, Inc.
-2.1%
-$4,464.08 
HCA HCA Healthcare Inc.
-2.06%
-$34,988.52 
ITRI Itron Inc.
-2.04%
-$165,659.61 
DASH DoorDash, Inc.
-2.02%
-$25,041.9 
LULU lululemon athletica inc.
-2.01%
-$4,268.55 
CRL Charles River Laboratories International, Inc.
-1.99%
-$4,244.73 
HLNE Hamilton Lane Inc.
-1.99%
-$1,183.58 
NDSN Nordson Corporation
-1.97%
-$2,018.39 
ATI ATI Inc.
-1.97%
-$268,007.4 
TPG TPG Inc.
-1.96%
-$1,269.9 
TTWO Take-Two Interactive Software, Inc.
-1.96%
-$10,910.1 
MSFT Microsoft Corp.
-1.93%
-$473,961.18 
CNC Centene Corporation
-1.92%
-$12,502.35 
DXCM DexCom, Inc.
-1.9%
-$36,178.88 
AMZN Amazon.com Inc
-1.87%
-$390,476.26 
BAX Baxter International Inc.
-1.86%
-$5,083.68 
SRRK Scholar Rock Holding Corporation
-1.82%
-$7,045.54 
STOK Stoke Therapeutics Inc.
-1.79%
-$4,363.48 
WYNN Wynn Resorts, Limited
-1.78%
-$978.18 
CBRE CBRE Group Inc.
-1.78%
-$11,748.75 
VRTX Vertex Pharmaceuticals Incorporated
-1.77%
-$81,630.6 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$485,630.18 
DGX Quest Diagnostics Inc.
-1.74%
-$6,299.7 
URI United Rentals, Inc.
-1.71%
-$17,401.8 
EW Edwards Lifesciences Corporation
-1.7%
-$29,029.5 
ARE Alexandria Real Estate Equities, Inc.
-1.7%
-$2,203.2 
KVHI KVH Industries Inc.
-1.66%
-$54,627.2 
BBY Best Buy Co., Inc.
-1.64%
-$3,642.1 
WAT Waters Corporation
-1.62%
-$29,016 
KKR KKR & Co. Inc.
-1.62%
-$19,750.78 
PWR Quanta Services Inc.
-1.61%
-$648,406.8 
MTB M&T Bank Corporation
-1.6%
-$7,391.82 
CPAY Corpay, Inc.
-1.57%
-$8,280.72 
ARES Ares Management Corporation
-1.54%
-$8,189.28 
IQV IQVIA Holdings Inc.
-1.53%
-$13,951.8 
TGT Target Corporation
-1.53%
-$21,648.62 
INTU Intuit Inc.
-1.52%
-$27,298.76 
CDNS Cadence Design Systems, Inc.
-1.5%
-$22,898.74 
EME EMCOR Group, Inc.
-1.48%
-$6,543.74 
A Agilent Technologies Inc.
-1.47%
-$13,054.8 
NVDA NVIDIA Corporation
-1.43%
-$600,445.2 
RL Ralph Lauren Corporation
-1.42%
-$1,904.94 
BKNG Booking Holdings Inc.
-1.42%
-$35,073.75 
VST Vistra Corp
-1.4%
-$13,115 
EXPD Expeditors International of Washington, Inc.
-1.37%
-$5,659.29 
ALGN Align Technology, Inc.
-1.36%
-$4,947.11 
BMY Bristol-Myers Squibb Company
-1.35%
-$134,914.6 
DE Deere & Company
-1.35%
-$49,952.7 
RMD ResMed Inc.
-1.35%
-$10,347.24 
OWL Blue Owl Capital Inc.
-1.34%
-$659.04 
RVTY Revvity Inc.
-1.34%
-$4,028.22 
CEG Constellation Energy Corporation
-1.32%
-$20,487.72 
ROL Rollins, Inc.
-1.3%
-$2,015.64 
UBER Uber Technologies, Inc.
-1.29%
-$38,455.08 
UNH UnitedHealth Group Incorporated
-1.29%
-$134,500.83 
BEN Franklin Resources Inc.
-1.27%
-$2,254 
GDDY Godaddy Inc.
-1.24%
-$3,438.05 
UHS Universal Health Services, Inc.
-1.21%
-$976.32 
CG The Carlyle Group Inc.
-1.17%
-$543.09 
AVAV AeroVironment Inc.
-1.16%
-$926.64 
LYV Live Nation Entertainment, Inc.
-1.16%
-$4,988 
BIIB Biogen Inc.
-1.15%
-$7,484.4 
GS The Goldman Sachs Group, Inc.
-1.12%
-$65,480.83 
STT State Street Corp
-1.12%
-$7,815.16 
SOLS Sollensys Corp
-1.12%
-$53,514.91 
GEHC GE HealthCare Technologies Inc.
-1.11%
-$7,186.92 
BBIO BridgeBio Pharma, Inc.
-1.1%
-$56,296.24 
DHR Danaher Corporation
-1.06%
-$47,020.44 
MSCI MSCI Inc.
-1.04%
-$20,950.86 
BDX Becton, Dickinson and Company
-1.04%
-$10,062.06 
EQIX Equinix, Inc.
-1.03%
-$17,517.12 
MTD Mettler-Toledo International Inc.
-1.02%
-$5,812.25 
DECK Deckers Outdoor Corporation
-1%
-$2,378.58 
AIT Applied Industrial Technologies Inc.
-1%
-$177,684 
EXPE Expedia Group, Inc.
-1%
-$6,225.44 
DVA DaVita Inc.
-0.98%
-$288.6 
APO Apollo Global Management, Inc.
-0.97%
-$10,571.91 
EXEL Exelixis Inc.
-0.95%
-$58,131 
TXN Texas Instruments Inc
-0.95%
-$44,584.32 
IT Gartner Inc.
-0.94%
-$3,020.36 
ALNY Alnylam Pharmaceuticals Inc
-0.94%
-$4,246 
PLD Prologis Inc.
-0.94%
-$19,012.63 
TMO Thermo Fisher Scientific Inc.
-0.93%
-$90,509.4 
BAC Bank of America Corporation
-0.91%
-$64,103.77 
DD DuPont de Nemours, Inc.
-0.87%
-$4,018.1 
VEEV Veeva Systems Inc.
-0.85%
-$8,880.42 
IBM International Business Machines Corporation
-0.85%
-$38,895.12 
MS Morgan Stanley
-0.84%
-$37,116.27 
SPXC Spx Technologies Inc.
-0.82%
-$66,757.5 
BXP Boston Properties, Inc.
-0.82%
-$1,336.23 
LVS Las Vegas Sands Corp.
-0.81%
-$2,075.45 
PYPL PayPal Holdings Inc
-0.81%
-$8,441.92 
LEN Lennar Corporation
-0.79%
-$6,158.56 
HUBB Hubbell Inc.
-0.78%
-$190,431.11 
AVBP Arrivent Biopharma Inc.
-0.77%
-$7,414.42 
TYL Tyler Technologies Inc.
-0.76%
-$2,400.75 
GILD Gilead Sciences Inc.
-0.75%
-$67,446.44 
FCX Freeport-McMoRan Inc.
-0.74%
-$14,384.24 
INBX Inhibrx Biosciences, Inc.
-0.74%
-$6,813.9 
REGN Regeneron Pharmaceuticals, Inc.
-0.7%
-$30,693.6 
HSIC Henry Schein, Inc.
-0.7%
-$449.57 
MOS Mosaic Company
-0.69%
-$826.15 
FDX FedEx Corporation
-0.67%
-$6,861.52 
CAT Caterpillar Inc.
-0.66%
-$237,002.08 
ECL Ecolab Inc.
-0.66%
-$7,881.6 
NWSA News Corporation
-0.63%
-$4,944.56 
TSCO Tractor Supply Company
-0.63%
-$2,406.6 
J Jacobs Solutions Inc.
-0.63%
-$3,716.64 
ODFL Old Dominion Freight Line, Inc.
-0.61%
-$4,470.64 
GPN Global Payments Inc.
-0.59%
-$2,488.5 
VRSN Verisign Inc.
-0.58%
-$3,166.02 
GEV GE Vernova Inc.
-0.57%
-$192,438.63 
MCHP Microchip Technology Incorporated
-0.55%
-$4,671.13 
TKR Timken Co.
-0.55%
-$105,026.14 
NWS News Corporation
-0.54%
-$2,858.04 
HBAN Huntington Bancshares Incorporated
-0.52%
-$2,360.8 
SHW The Sherwin-Williams Company
-0.51%
-$6,623.72 
SYF Synchrony Financial
-0.49%
-$2,518.2 
APG Api Group Corporation
-0.45%
-$38,595.42 
WSM Williams-Sonoma, Inc.
-0.44%
-$2,014.65 
PPG PPG Industries Inc.
-0.44%
-$2,158.71 
AOS A. O. Smith Corporation
-0.42%
-$280 
EMR Emerson Electric Co.
-0.42%
-$6,331.48 
TROW T. Rowe Price Group, Inc.
-0.4%
-$1,711.2 
ADM Archer-Daniels-Midland Co
-0.39%
-$2,261.12 
PRU Prudential Financial, Inc.
-0.38%
-$3,116.52 
RJF Raymond James Financial Inc.
-0.37%
-$2,842.62 
MMM 3M Company
-0.37%
-$5,854.17 
IEX IDEX Corporation
-0.37%
-$314.07 
AMGN Amgen Inc.
-0.35%
-$40,395.74 
AMP Ameriprise Financial, Inc.
-0.35%
-$2,888.94 
NVR NVR, Inc.
-0.35%
-$1,218.58 
UPS United Parcel Service, Inc.
-0.34%
-$4,741.11 
ABNB Airbnb, Inc.
-0.33%
-$4,095.96 
FIS Fidelity National Information Services, Inc.
-0.33%
-$1,344.84 
WAB Wabtec Corporation
-0.33%
-$8,021.02 
AVY Avery Dennison Corporation
-0.32%
-$663.48 
T AT&T Inc.
-0.3%
-$10,627.19 
TKO Tko Group Holdings Inc.
-0.29%
-$242.32 
SWK Stanley Black & Decker Inc.
-0.29%
-$828.63 
ISRG Intuitive Surgical, Inc.
-0.27%
-$11,256.64 
CMI Cummins Inc.
-0.26%
-$3,169.6 
CVS CVS Health Corporation
-0.24%
-$5,038.66 
LII Lennox International Inc.
-0.21%
-$227.92 
YUM Yum! Brands, Inc.
-0.21%
-$1,855.04 
TDY Teledyne Technologies Incorporated
-0.21%
-$1,020.49 
OMC Omnicom Group Inc.
-0.2%
-$1,229.44 
DLTR Dollar Tree, Inc.
-0.18%
-$500.48 
INCY Incyte Corporation
-0.18%
-$540.8 
IRM Iron Mountain Inc.
-0.15%
-$2,199.8 
IP International Paper Company
-0.15%
-$538.85 
COR Cencora, Inc.
-0.14%
-$2,019.78 
AME Ametek Inc.
-0.14%
-$1,367.8 
DRS Leonardo DRS, Inc.
-0.14%
-$88.8 
BWXT Bwx Technologies Inc.
-0.14%
-$15,424.01 
PFG Principal Financial Group, Inc.
-0.14%
-$857.4 
AES AES Corporation
-0.13%
-$254.24 
DIS The Walt Disney Company
-0.12%
-$4,787.77 
DHI D.R. Horton, Inc.
-0.12%
-$685.28 
CFG Citizens Financial Group, Inc.
-0.11%
-$589.75 
STLD Steel Dynamics Inc.
-0.09%
-$484.66 
AXP American Express Company
-0.09%
-$2,865.52 
PTC PTC Inc.
-0.09%
-$659.26 
ESS Essex Property Trust, Inc.
-0.09%
-$135.24 
FDS FactSet Research Systems Inc.
-0.05%
-$107.04 
ELV Elevance Health, Inc.
-0.04%
-$1,042.1 
GWW W.W. Grainger, Inc.
-0.04%
-$744.95 
NKE Nike, Inc. - Class B
-0.03%
-$238.51 
CSX CSX Corporation
-0.02%
-$313.7 
EFX Equifax Inc.
-0.01%
-$25.65 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2581 | Longs Won 1445/2581 55% | Profit Factor 0.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.62M |
| Average Win $313,593.78 | Best Trade (Oct 17) $23.94M | Sharpe Ratio -7.36 |
| Average Loss -$475,200.73 | Worst Trade (Oct 17) -$82.29M | Z-Score 5.73 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy -$41,389.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 728876896540318.1E% | 373309.92E% | 1.37E% | 191.2T% | 195.25B% | 702.82M% | 6.04M% | 97,926.5% | 2,583.44% |
| Consecutive Losing Trades | 5,405 | 4,865 | 4,324 | 3,784 | 3,243 | 2,703 | 2,162 | 1,622 | 1,081 | 541 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,060 | $651,098.45 | $875,228.2 | - | $224,129.75 | 34.42% | -1.47% |
| AAOI Applied Optoelectronics, Inc. | 421 | $62,375 | $31,814.97 | - | -$30,560.03 | -48.99% | -9.746% |
| AAPL Apple Inc. | 109,937 | $28.52M | $37.76M | - | $9.23M | 32.37% | +0.427% |
| ABBV AbbVie Inc. | 61,759 | $13.99M | $17.63M | - | $3.64M | 26% | +0.713% |
| ABNB Airbnb, Inc. | 7,062 | $871,228.58 | $1.23M | - | $355,440.82 | 40.8% | -0.333% |
| ABT Abbott Laboratories | 52,068 | $6.82M | $5.46M | - | -$1.36M | -19.93% | +0.191% |
| ADBE Adobe Inc. | 8,198 | $2.68M | $2.01M | - | -$670,000.35 | -25% | -2.571% |
| ADI Analog Devices, Inc. | 8,393 | $2.17M | $3.32M | - | $1.14M | 52.63% | -2.107% |
| ADM Archer-Daniels-Midland Co | 7,066 | $432,148.45 | $583,722.26 | - | $151,573.81 | 35.07% | -0.386% |
| ADP Automatic Data Processing Inc. | 6,837 | $1.96M | $1.98M | - | $11,417.27 | 0.58% | +1.138% |
| ADSK Autodesk, Inc. | 4,224 | $1.3M | $1.01M | - | -$285,253.27 | -21.97% | -2.146% |
| AEE Ameren Corporation | 5,156 | $542,067.14 | $546,948.48 | - | $4,881.34 | 0.9% | +2.236% |
| AEHR Aehr Test Systems | 924 | $88,759 | $55,994.4 | - | -$32,764.6 | -36.91% | -12.44% |
| AEIS Advanced Energy Industries Inc. | 96,621 | $30.31M | $23M | - | -$7.31M | -24.1% | -5.566% |
| AEP American Electric Power Company, Inc. | 260,961 | $32.64M | $33.18M | - | $543,009.15 | 1.66% | +2.293% |
| AES AES Corporation | 12,712 | $169,081.53 | $190,044.4 | - | $20,962.87 | 12.4% | -0.134% |
| AFL Aflac Inc. | 8,295 | $930,506.12 | $995,151.15 | - | $64,645.03 | 6.95% | +1.626% |
| AIG American International Group Inc. | 15,126 | $1.18M | $1.22M | - | $39,321.82 | 3.33% | +2.048% |
| AIT Applied Industrial Technologies Inc. | 53,040 | $13.68M | $17.53M | - | $3.85M | 28.15% | -1.004% |
| AIZ Assurant Inc. | 227 | $54,673 | $64,311.37 | - | $9,638.37 | 17.63% | +0.511% |
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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 $22.96M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $1.08M, Oge Energy Corp - $925,879.05, NextEra Energy, Inc - $817,884.88, American Electric Power Company, Inc - $633,813.59, and Bristol-Myers Squibb Company - $542,380.06. 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.
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