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:
111.12%
Gain +4.37%
Monthly
1.04%
Yearly
13.21%
Drawdown
43.34%
$4.93B
Equity
Holdings
$4.93B
Investment
$3.12B
$3.85B
Profit +$52.88M
Realized
$2.04B
Unrealized
$1.81B
Dividends
$2.5B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.37%
Profit
$52.88M
Win %
54%
This Week
Compared To Last Week
Gain
0.97%
Profit
$47.59M
Win %
54%
This Month
Compared to last month
Gain
1.91%
Profit
$92.37M
Win %
54%
This Year
Compared to last year
Gain
8.74%
Profit
$396.41M
Win %
54%
BABA Alibaba Group Holding Limited SP ADR
+3.34%
+$4.77M 
ISRG Intuitive Surgical, Inc.
+2.86%
+$9,565.84 
HDB HDFC Bank Limited ADR
+2.47%
+$3.18M 
AMAT Applied Materials, Inc.
+2.47%
+$480,882.21 
TCOM Trip.com Group Limited American Depositary Receipt
+0.77%
+$172,229.18 
FLSA Franklin FTSE Saudi Arabia ETF
+0.73%
+$3,761.27 
JD JD.com Inc.
+0.69%
+$207,030.17 
SNPS Synopsys, Inc.
+0.59%
+$62,527.22 
CDNS Cadence Design Systems, Inc.
+0.56%
+$320,670.03 
AMZN Amazon.com Inc
+0.52%
+$256,099.1 
IDXX IDEXX Laboratories, Inc.
+0.49%
+$204,811.64 
VLO Valero Energy Corporation
+0.48%
+$2.34M 
DXCM DexCom, Inc.
+0.36%
+$30,247.36 
VMI Valmont Industries, Inc.
+0.27%
+$1,350.68 
CSCO Cisco Systems, Inc.
+0.22%
+$211,770.72 
NVDA NVIDIA Corporation
+0.18%
+$376,240.41 
ADSK Autodesk, Inc.
+0.06%
+$21,917.04 
ANSS Ansys, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPL Ultra Petroleum Corp
0%
$0 
UTX United Technologies Corp
0%
$0 
JCP JC Penney Co Inc
0%
$0 
MBT Mobile TeleSystems PJSC
0%
$0 S
S
0%
$0 V107
V107SC
0%
$0 EMC
EMC
0%
$0 WFR
WFR
0%
$0 MR
MR
0%
$0 LUKO
LUKOY
0%
$0 OPYG
OPYGY
0%
$0 FEEC
FEECQ
0%
$0 0002
0002MICRO
0%
$0 0010
001003147
0%
$0 0011
001197135
0%
$0 0068
006892474
0%
$0 0001
000139756
0%
$0 000H
000HUF100
0%
$0 0011
001194935
0%
$0 0010
001036936
0%
$0 
VRRM Verra Mobility Corporation
-3.81%
-$1,028.56 
GLOB Globant S.A.
-3.07%
-$168,061.96 
TX Ternium S.A. Sponsored ADR
-2.06%
-$1.45M 
TYL Tyler Technologies Inc.
-1.99%
-$3,141.6 
EPAM Epam Systems Inc.
-1.92%
-$279,573.75 
INFY Infosys Limited
-1.76%
-$1.84M 
INTR Inter & Co, Inc.
-1.74%
-$358,525.25 
CMG Chipotle Mexican Grill, Inc.
-1.58%
-$310,231.26 
META Meta Platforms Inc Class A
-1.53%
-$1.21M 
CVS CVS Health Corporation
-1.45%
-$1.91M 
MELI MercadoLibre, Inc.
-1.31%
-$871,774.37 
VEEV Veeva Systems Inc.
-1.2%
-$759,439.08 
EWY iShares MSCI South Korea ETF
-1.15%
-$33,717.97 
TLK Telkom Indonesia Persero Tbk. - ADR
-1.12%
-$98,962.24 
RACE Ferrari N.V.
-1.07%
-$1.65M 
SLB Schlumberger Limited
-1.04%
-$240,321.06 
CPRT Copart Inc.
-1.03%
-$47,113.04 
EXC Exelon Corporation
-0.98%
-$159,210.66 
ECL Ecolab Inc.
-0.93%
-$2,962.66 
LRN Stride, Inc.
-0.93%
-$1,234.5 
RMD ResMed Inc.
-0.88%
-$273,623.31 
MSFT Microsoft Corp.
-0.86%
-$1.42M 
PRU Prudential Financial, Inc.
-0.81%
-$36,451.2 
PG Procter & Gamble Co
-0.79%
-$225,710.55 
MTD Mettler-Toledo International Inc.
-0.76%
-$587,395.88 
LIN Linde plc
-0.73%
-$1.05M 
ZTS Zoetis Inc.
-0.66%
-$151,256.98 
RVTY Revvity Inc.
-0.61%
-$2,684.7 
CRH CRH plc
-0.61%
-$96,725 
BAC Bank of America Corporation
-0.61%
-$182,382.32 
MMYT MakeMyTrip Limited
-0.59%
-$96,483.33 
GE General Electric Company
-0.58%
-$180,826.6 
ULS Ul Solutions Inc.
-0.58%
-$1,293.02 
MO Altria Group, Inc.
-0.57%
-$480,593.2 
IBN ICICI Bank Limited Sponsored ADR
-0.57%
-$652,495.52 
DECK Deckers Outdoor Corporation
-0.5%
-$139,144.8 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.49%
-$73,648.16 
AAPL Apple Inc.
-0.36%
-$4.51M 
V Visa Inc. Class A
-0.34%
-$193,297.86 
MA Mastercard Incorporated
-0.29%
-$259,675.35 
XYL Xylem Inc.
-0.25%
-$646.65 
DE Deere & Company
-0.24%
-$821.34 
MRO Marathon Oil Corp
-0.23%
-$15,600.21 
STT State Street Corp
-0.14%
-$16,153 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-0.13%
-$56,045.9 
IEMG iShares Core MSCI Emerging Markets ETF
-0.1%
-$516.8 
LLY Eli Lilly and Company
-0.1%
-$37,999.44 
KSA iShares MSCI Saudi Arabia ETF
-0.09%
-$48,848.76 Events
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Dividends
Dividend Analysis
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| Trades 5259 | Longs Won 3166/5259 60% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $12.85M |
| Average Win $2.12M | Best Trade (Sep 18) $667.2M | Sharpe Ratio -115.28 |
| Average Loss -$1.37M | Worst Trade (Dec 30) -$90.11M | Z-Score -25.89 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 3w 4d | Expectancy $733,025.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.98% |
| Consecutive Losing Trades | 3,610 | 3,249 | 2,888 | 2,527 | 2,166 | 1,805 | 1,444 | 1,083 | 722 | 361 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0001 000139756 | 468,459 | $8.6M | $8.6M | - | - | - | 0.0 |
| 0002 0002MICRO | 303,199 | $2.59M | $2.59M | - | - | - | 0.0 |
| 000H 000HUF100 | 132,868 | $12.18M | $12.18M | - | - | - | 0.0 |
| 0010 001003147 | 1.21M | $3,423.45 | $2,861.8 | - | -$561.65 | -16.41% | 0.0 |
| 0010 001036936 | 1.05M | $3,000 | $3,000 | - | - | - | 0.0 |
| 0011 001194935 | 1.19M | $1,999.96 | $1,999.96 | - | - | - | 0.0 |
| 0011 001197135 | 1.2M | $2,000.05 | $2,000.05 | - | - | - | 0.0 |
| 0068 006892474 | 7.13M | $2.96M | $2.96M | - | - | - | 0.0 |
| AAPL Apple Inc. | 3.72M | $106.23M | $1.25B | - | $1.14B | 1,077.43% | -0.359% |
| ADSK Autodesk, Inc. | 182,642 | $50.07M | $39.95M | - | -$10.12M | -20.2% | +0.055% |
| AMAT Applied Materials, Inc. | 46,708 | $6.78M | $19.98M | - | $13.2M | 194.72% | +2.467% |
| AMZN Amazon.com Inc | 195,406 | $35.97M | $49.34M | - | $13.37M | 37.15% | +0.522% |
| ANSS Ansys, Inc. | 26,980 | $9.08M | $9.48M | - | $400,229.06 | 4.41% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 1.31M | $198.55M | $147.49M | - | -$51.06M | -25.71% | +3.34% |
| BAC Bank of America Corporation | 513,753 | $8.11M | $29.71M | - | $21.6M | 266.39% | -0.61% |
| CDNS Cadence Design Systems, Inc. | 202,957 | $59.17M | $57.3M | - | -$1.86M | -3.15% | +0.563% |
| CMG Chipotle Mexican Grill, Inc. | 585,342 | $34.84M | $19.3M | - | -$15.54M | -44.59% | -1.582% |
| CPRT Copart Inc. | 154,469 | $8.37M | $4.53M | - | -$3.83M | -45.8% | -1.028% |
| CRH CRH plc | 182,500 | $10.06M | $15.73M | - | $5.67M | 56.31% | -0.611% |
| CSCO Cisco Systems, Inc. | 882,378 | $23.86M | $97.49M | - | $73.62M | 308.49% | +0.218% |
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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: PDG Realty SA - $1.38B, NVIDIA Corporation - $403.09M, The9 Ltd - $347.28M, GOOGL - $310.82M, and 796050888 - $242.11M. 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: Farfetch Ltd - $136.33M, Sea Ltd - $107.12M, WFR - $96.31M, Bank of America Corporation - $93.88M, and Illumina, Inc - $66.18M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joanna Nolan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.5B earned over time. The largest contributors to dividend income include PDG Realty SA - $1.38B, The9 Ltd - $372.43M, Altria Group, Inc - $74.41M, Valero Energy Corporation - $51.93M, and CVS Health Corporation - $47.52M. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
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.
