SJJ
Scott John Jaffray Portfolio
Invests via GuoLine Advisory Pte Ltd. | Managed by Scott John Jaffray
Invests via GuoLine Advisory Pte Ltd.
Managed by Scott John Jaffray
Automatically Tracked
Scott John Jaffray Profile
With a substantial track record in corporate leadership, Scott John Jaffray stands out for his expertise in driving organizational growth within competitive markets. His career includes pivotal roles where he has leveraged strategic vision to navigate complex business environments successfully. Renowned for transforming underperforming units into market leaders, he emphasizes operational efficiency and innovation as key components of sustainable success. His background encompasses extensive experience across various industries, positioning him as a vital player in contemporary business dynamics. Known for his commitment to fostering talent and enhancing team performance, Jaffray continues to be an influential figure within the realms of entrepreneurship and executive management.
With a substantial track record in corporate leadership, Scott John Jaffray stands out for his expertise in driving organizational growth within competitive markets. His career includes pivotal roles where he has leveraged strategic vision to navigate complex business environments successfully. Renowned for transforming underperforming units into market leaders, he emphasizes operational efficiency and innovation as key components of sustainable success. His background encompasses extensive experience across various industries, positioning him as a vital player in contemporary business dynamics. Known for his commitment to fostering talent and enhancing team performance, Jaffray continues to be an influential figure within the realms of entrepreneurship and executive management.
Investment Philosophy & Strategy
Identifying high-potential opportunities is paramount for Scott John Jaffray, whose leadership in transforming struggling divisions into success stories underlines his entrepreneurial acumen. His approach integrates a deep understanding of operational improvements and the importance of innovative strategies to foster growth. By focusing on nurturing talent and refining team dynamics, he positions organizations not only for immediate gains but also for sustainable long-term performance. This multifaceted expertise ensures that his investment decisions are grounded in strong business models capable of adapting to market changes effectively.
Identifying high-potential opportunities is paramount for Scott John Jaffray, whose leadership in transforming struggling divisions into success stories underlines his entrepreneurial acumen. His approach integrates a deep understanding of operational improvements and the importance of innovative strategies to foster growth. By focusing on nurturing talent and refining team dynamics, he positions organizations not only for immediate gains but also for sustainable long-term performance. This multifaceted expertise ensures that his investment decisions are grounded in strong business models capable of adapting to market changes effectively.
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:
73.42%
Gain -0.91%
Monthly
1.65%
Yearly
21.66%
Drawdown
31.53%
$1.02B
Equity
Holdings
$1.02B
Investment
$793.51M
$323.47M
Profit -$5.32M
Realized
$92.59M
Unrealized
$230.88M
Dividends
$13.84M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$5.32M
Win %
56%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$6.79M
Win %
56%
This Month
Compared to last month
Gain
2.22%
Profit
$22.22M
Win %
56%
This Year
Compared to last year
Gain
1.58%
Profit
$15.66M
Win %
55%
KLAC KLA Corporation
+4.03%
+$2.03M 
AVGO Broadcom Inc.
+1.67%
+$522,900 
NVDA NVIDIA Corporation
+1.06%
+$333,035 
AAPL Apple Inc.
+0.23%
+$275,058 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$53,840 
META Meta Platforms Inc Class A
+0.07%
+$21,421.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-2.92%
-$1.24M 
PANW Palo Alto Networks, Inc.
-2.7%
-$1.27M 
SPGI S&P Global Inc.
-2.46%
-$1.01M 
TMO Thermo Fisher Scientific Inc.
-1.76%
-$730,474.42 
AJG Arthur J. Gallagher & Co.
-1.53%
-$203,312 
GOOGL Alphabet Inc
-1.09%
-$1.42M 
V Visa Inc. Class A
-1.06%
-$406,528.07 
NOW ServiceNow, Inc.
-1.03%
-$276,705 
MA Mastercard Incorporated
-0.93%
-$342,557 
AMZN Amazon.com Inc
-0.88%
-$776,339.53 
ZTS Zoetis Inc.
-0.83%
-$110,744 
GEHC GE HealthCare Technologies Inc.
-0.57%
-$111,852 
MSFT Microsoft Corp.
-0.54%
-$561,848.58 
ZS Zscaler Inc.
-0.23%
-$66,871 
NVO Novo Nordisk A/S Sponsored ADR
-0.06%
-$12,801 
NFLX Netflix, Inc.
-0.02%
-$4,765.5 Events
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Dividends
Dividend Analysis
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| Trades 80 | Longs Won 50/80 62% | Profit Factor 3.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.2M |
| Average Win $8.65M | Best Trade (Jul 21) $56.14M | Sharpe Ratio -11.59 |
| Average Loss -$3.63M | Worst Trade (Jun 29) -$15.7M | Z-Score -0.48 (36.91%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $4.04M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 282 | 254 | 226 | 197 | 169 | 141 | 113 | 85 | 56 | 28 |
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 Scott John Jaffray?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $29.54M, KLA Corporation - $21.93M, Arthur J. Gallagher & Co - $17.65M, General Electric Company - $10.65M, and Visa Inc. Class A - $10.51M. 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: Adobe Inc - $15.7M, Salesforce Inc - $9.73M, and Thermo Fisher Scientific Inc - $407,405.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott John Jaffray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.84M earned over time. The largest contributors to dividend income include Microsoft Corp - $2.47M, Novo Nordisk A/S Sponsored ADR - $1.68M, Apple Inc - $1.2M, Visa Inc. Class A - $1.1M, and Zoetis Inc - $939,652.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott John Jaffray's monthly returns?
Scott John Jaffray'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 Scott John Jaffray's strategy be considered aggressive or moderate?
Scott John Jaffray's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Scott John Jaffray's strategy?
Scott John Jaffray'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.
