JN
Joanna Nolan Portfolio
Invests via Martin Currie Ltd | Managed by Joanna Nolan
Invests via Martin Currie Ltd
Managed by Joanna Nolan
Automatically Tracked
Joanna Nolan Profile
Joanna Nolan is a seasoned professional in the financial services sector, known for her innovative approach to client engagement and operational efficiency. With extensive experience spanning several leading investment firms, she has played a pivotal role in driving performance improvements and enhancing stakeholder value. Her insights into market trends have made her a respected voice in strategic discussions across various sectors. By leveraging technology to streamline processes, she contributes significantly to the transformation of traditional investment models. This unique blend of expertise positions Joanna as an influential figure at the intersection of finance and technology.
Joanna Nolan is a seasoned professional in the financial services sector, known for her innovative approach to client engagement and operational efficiency. With extensive experience spanning several leading investment firms, she has played a pivotal role in driving performance improvements and enhancing stakeholder value. Her insights into market trends have made her a respected voice in strategic discussions across various sectors. By leveraging technology to streamline processes, she contributes significantly to the transformation of traditional investment models. This unique blend of expertise positions Joanna as an influential figure at the intersection of finance and technology.
Investment Philosophy & Strategy
Innovation and efficiency in investment strategies define Joanna Nolan's professional outlook. Her vast experience within the financial services landscape fosters a distinctive ability to identify market trends and capitalize on emerging opportunities. A strong advocate for integrating technology into traditional frameworks, she consistently seeks methods to enhance client engagement while streamlining operations. This focus not only improves performance metrics but also positions her initiatives as benchmarks in the sector. Navigating complex challenges with an entrepreneurial mindset, her strategic thinking helps cultivate competitive advantages that resonate throughout various investment avenues.
Innovation and efficiency in investment strategies define Joanna Nolan's professional outlook. Her vast experience within the financial services landscape fosters a distinctive ability to identify market trends and capitalize on emerging opportunities. A strong advocate for integrating technology into traditional frameworks, she consistently seeks methods to enhance client engagement while streamlining operations. This focus not only improves performance metrics but also positions her initiatives as benchmarks in the sector. Navigating complex challenges with an entrepreneurial mindset, her strategic thinking helps cultivate competitive advantages that resonate throughout various investment avenues.
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:
45.04%
Gain +0.43%
Monthly
0.43%
Yearly
5.35%
Drawdown
18.34%
$2.55B
Equity
Holdings
$2.55B
Investment
$919.33M
$1.63B
Profit +$10.92M
Realized
$0
Unrealized
$1.63B
Dividends
$379.41M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$10.92M
Win %
69%
This Week
Compared To Last Week
Gain
0.43%
Profit
$10.92M
Win %
69%
This Month
Compared to last month
Gain
0.43%
Profit
$10.92M
Win %
69%
This Year
Compared to last year
Gain
16.91%
Profit
$368.84M
Win %
69%
TLK Telkom Indonesia Persero Tbk. - ADR
+2.77%
+$250,498.17 
GE General Electric Company
+1.48%
+$512,287.54 
VLO Valero Energy Corporation
+0.72%
+$2.65M 
STT State Street Corp
+0.71%
+$83,995.6 
CSCO Cisco Systems, Inc.
+0.65%
+$644,135.94 
TX Ternium S.A. Sponsored ADR
+0.56%
+$302,981.25 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.39%
+$73,648.16 
EXC Exelon Corporation
+0.35%
+$60,651.68 
MO Altria Group, Inc.
+0.3%
+$270,333.67 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+0.19%
+$67,255.08 
CVS CVS Health Corporation
+0.16%
+$255,368.4 
000139756
0%
$0 
0002MICRO
0%
$0 
000HUF100
0%
$0 
001003147
0%
$0 
001036936
0%
$0 
001194935
0%
$0 
001197135
0%
$0 
006892474
0%
$0 
EMC
0%
$0 
FEECQ
0%
$0 
JCP JC Penney Co Inc
0%
$0 
LUKOY
0%
$0 
MBT Mobile TeleSystems PJSC
0%
$0 
MR
0%
$0 
OPYGY
0%
$0 
S
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPL Ultra Petroleum Corp
0%
$0 
UTX United Technologies Corp
0%
$0 
V107SC
0%
$0 
WFR
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 39 | Longs Won 15/39 38% | Profit Factor 27.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $170.55M |
| Average Win $112.83M | Best Trade (Jul 27) $1.12B | Sharpe Ratio -20.45 |
| Average Loss -$2.56M | Worst Trade (Aug 03) -$21.17M | Z-Score -1.36 (82.88%) |
| Commissions $0 | Avg. Trade Length 19y 7m 1w 3d | Expectancy $41.82M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.02% | 0.15% | 0.74% | 2.68% | 7.99% | 20.58% | 47.4% |
| 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 Joanna Nolan?
The largest contributions to the portfolio's profits come from the following stocks: Altria Group, Inc - $64.34M, Valero Energy Corporation - $50.4M, CVS Health Corporation - $42.8M, General Electric Company - $37.31M, and Infosys Limited - $32.26M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Joanna Nolan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $379.41M earned over time. The largest contributors to dividend income include Altria Group, Inc - $64.34M, Valero Energy Corporation - $50.4M, CVS Health Corporation - $42.8M, General Electric Company - $37.31M, and Infosys Limited - $32.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joanna Nolan's monthly returns?
Joanna Nolan'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 Joanna Nolan's strategy be considered aggressive or moderate?
Joanna Nolan's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Joanna Nolan's strategy?
Joanna Nolan'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.
