Jeffrey McClean Portfolio
Invests via Solidarity Wealth LLC | Managed by Jeffrey McClean, William James Mortimer, Zachary Montague Whitchurch
Invests via Solidarity Wealth LLC
Managed by Jeffrey McClean, William James Mortimer, Zachary Montague Whitchurch
Automatically Tracked
Jeffrey McClean Profile
Jeffrey McClean is a seasoned entrepreneur and investor with extensive experience in the technology sector. He has co-founded multiple startups that have gained traction for their innovative solutions, driving significant revenue growth and market expansion. His keen insight into emerging technologies enables him to identify unique business opportunities while enhancing operational efficiency within his ventures. Beyond startup leadership, he actively engages in mentorship programs aimed at fostering new talent in the tech ecosystem. With an educational background steeped in engineering and business administration, his strategic vision continues to shape the landscape of technology entrepreneurship.
Jeffrey McClean is a seasoned entrepreneur and investor with extensive experience in the technology sector. He has co-founded multiple startups that have gained traction for their innovative solutions, driving significant revenue growth and market expansion. His keen insight into emerging technologies enables him to identify unique business opportunities while enhancing operational efficiency within his ventures. Beyond startup leadership, he actively engages in mentorship programs aimed at fostering new talent in the tech ecosystem. With an educational background steeped in engineering and business administration, his strategic vision continues to shape the landscape of technology entrepreneurship.
Investment Philosophy & Strategy
Market dynamics in the technology sector present a fertile landscape for innovation and disruption, where agility is paramount. Jeffrey McClean leverages his entrepreneurial spirit to capitalize on transformative opportunities, prioritizing ventures that promise scalability and sustainable impact. His track record of co-founding startups showcases a deep understanding of competitive positioning within fast-evolving markets. Each initiative reflects a commitment to fostering technological advancements while ensuring operational excellence. Through mentoring emerging talent, he also cultivates an ecosystem poised for continuous growth and transformation.
Market dynamics in the technology sector present a fertile landscape for innovation and disruption, where agility is paramount. Jeffrey McClean leverages his entrepreneurial spirit to capitalize on transformative opportunities, prioritizing ventures that promise scalability and sustainable impact. His track record of co-founding startups showcases a deep understanding of competitive positioning within fast-evolving markets. Each initiative reflects a commitment to fostering technological advancements while ensuring operational excellence. Through mentoring emerging talent, he also cultivates an ecosystem poised for continuous growth and transformation.
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:
96.11%
Gain +1.81%
Monthly
1.16%
Yearly
14.8%
Drawdown
22.92%
$599.5M
Equity
Holdings
$599.5M
Investment
$449.85M
$164.84M
Profit +$5.32M
Realized
$15.2M
Unrealized
$149.65M
Dividends
$15.79M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.81%
Profit
$5.32M
Win %
81%
This Week
Compared To Last Week
Gain
2.1%
Profit
$12.3M
Win %
81%
This Month
Compared to last month
Gain
2.1%
Profit
$12.3M
Win %
81%
This Year
Compared to last year
Gain
4.27%
Profit
$24.59M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$5.74M 
LWLG Lightwave Logic Inc.
+6.95%
+$28,935.9 
GOOG Alphabet Inc
+6.88%
+$215,159.99 
GOOGL Alphabet Inc
+6.73%
+$2.62M 
ANET Arista Networks, Inc.
+5.46%
+$50,372.7 
CBOE Cboe Global Markets Inc.
+4.62%
+$259,105.67 
META Meta Platforms Inc Class A
+3.28%
+$264,545.71 
MSFT Microsoft Corp.
+3.02%
+$924,810.94 
NVDA NVIDIA Corporation
+2.93%
+$137,462.71 
CVX Chevron Corporation
+2.35%
+$10,888.68 
ORLY O'Reilly Automotive Inc.
+2.28%
+$289,403.71 
AMC AMC Entertainment Holdings, Inc.
+1.8%
+$75 
KMI Kinder Morgan, Inc.
+1.64%
+$5,760.04 
VZ Verizon Communications Inc.
+1.52%
+$14,261.1 
LMT Lockheed Martin Corporation
+1.5%
+$12,884.59 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,513.6 
KLAC KLA Corporation
+1.38%
+$7,743.93 
DTI Drilling Tools International Corp.
+1.29%
+$8,175.72 
WFC Wells Fargo & Company
+1.19%
+$3,420.06 
AMAT Applied Materials, Inc.
+1.18%
+$1,646.11 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,389.98 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$10,865.52 
MCD McDonald's Corporation
+0.82%
+$9,704.24 
TSLA Tesla, Inc.
+0.76%
+$4,443.84 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,826.28 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$70,370.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$149,985.39 
VOO Vanguard S&P 500 ETF
+0.71%
+$19,547.08 
CAT Caterpillar Inc.
+0.7%
+$3,776.21 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$125,443.32 
VONE Vanguard Russell 1000 ETF
+0.64%
+$1,755.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,603.88 
AVUS Avantis U.S. Equity ETF
+0.57%
+$10,884.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,783.42 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,012.12 
RTX RTX Corporation
+0.39%
+$4,756.92 
AVGO Broadcom Inc.
+0.37%
+$5,649.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$92,972.1 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,198.71 
AZO AutoZone Inc.
+0.32%
+$38,671.32 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$39,923.83 
JPM JPMorgan Chase & Co.
+0.27%
+$6,677.76 
NRG NRG Energy, Inc.
+0.24%
+$16,937.39 
CME CME Group Inc.
+0.21%
+$7,116.57 
JNJ Johnson & Johnson
+0.21%
+$8,231.96 
ADI Analog Devices, Inc.
+0.2%
+$1,363.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,294.88 
MS Morgan Stanley
+0.17%
+$485.64 
C Citigroup Inc.
+0.1%
+$1,131.04 
WM Waste Management, Inc.
+0.1%
+$1,908.5 
WMT Walmart Inc.
+0.09%
+$2,264.15 
AAPL Apple Inc.
-7.35%
-$4.67M 
MU Micron Technology, Inc.
-5.9%
-$20,393.83 
SHOP Shopify Inc.
-4.29%
-$22,349.25 
PBI Pitney Bowes Inc.
-3.36%
-$446,784.13 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$30,720.05 
ABBV AbbVie Inc.
-2.51%
-$24,191.33 
APD Air Products and Chemicals, Inc.
-1.77%
-$177,943.41 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,727.2 
IAU iShares Gold Trust
-1.46%
-$8,008.31 
FICO Fair Isaac Corporation
-1.45%
-$154,747.88 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$167,873.19 
SNEX StoneX Group Inc.
-1.35%
-$7,682.85 
DAL Delta Air Lines, Inc.
-1.3%
-$3,220 
DE Deere & Company
-1.13%
-$7,289.59 
TXN Texas Instruments Inc
-1.08%
-$2,258.97 
LOW Lowe's Companies Inc.
-1.08%
-$2,413.01 
KO The Coca-Cola Company
-1.02%
-$2,203.2 
SOFI SoFi Technologies, Inc.
-0.97%
-$10,505.76 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$272,731.5 
PYPL PayPal Holdings Inc
-0.76%
-$10,120 
MA Mastercard Incorporated
-0.74%
-$90,852.34 
VPU Vanguard Utilities ETF
-0.71%
-$2,180.08 
GS The Goldman Sachs Group, Inc.
-0.63%
-$83,825.15 
NRP Natural Resource Partners L.P.
-0.59%
-$151,078.92 
LLY Eli Lilly and Company
-0.53%
-$2,108.72 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,827.5 
SPG Simon Property Group, Inc.
-0.46%
-$6,644.7 
HD The Home Depot, Inc.
-0.42%
-$8,082.97 
MELI MercadoLibre, Inc.
-0.41%
-$4,885.86 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,451.38 
AXP American Express Company
-0.38%
-$1,512.56 
VTV Vanguard Value ETF
-0.27%
-$1,352.85 
COST Costco Wholesale Corporation
-0.24%
-$2,083.89 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,068.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,060.38 
MKL Markel Group Inc.
-0.2%
-$26,507.4 
BKNG Booking Holdings Inc.
-0.18%
-$27,786.77 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$47,271.9 
ELV Elevance Health, Inc.
-0.15%
-$1,560.13 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$524.59 
V Visa Inc. Class A
-0.04%
-$7,812.7 Events
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Dividends
Dividend Analysis
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| Trades 1299 | Longs Won 776/1299 59% | Profit Factor 3.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $837,680.09 |
| Average Win $306,771.79 | Best Trade (Aug 05) $13.22M | Sharpe Ratio -9.86 |
| Average Loss -$139,981.05 | Worst Trade (Sep 30) -$15.5M | Z-Score 3.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $126,901.33 |
| 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% | <0.01% |
| Consecutive Losing Trades | 4,292 | 3,863 | 3,433 | 3,004 | 2,575 | 2,146 | 1,717 | 1,288 | 858 | 429 |
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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FAQ
Which stocks have generated the highest profits for Jeffrey McClean?
The largest contributions to the portfolio's profits come from the following stocks: RTX Corporation - $7.02M, Citigroup Inc - $4.91M, Meta Platforms Inc Class A - $4.77M, Fair Isaac Corporation - $3.95M, and Apple Inc - $3.78M. 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: Alphabet Inc - $16.02M, Alphabet Inc - $7.99M, Nike, Inc. - Class B - $1.97M, CoStar Group, Inc - $1.93M, and Amazon.com Inc - $1.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey McClean's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.79M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.38M, Natural Resource Partners L.P - $993,300.68, McDonald's Corporation - $812,037.06, Allison Transmission Holdings Inc - $742,846.87, and Apple Inc - $677,545.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey McClean's monthly returns?
Jeffrey McClean'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 Jeffrey McClean's strategy be considered aggressive or moderate?
Jeffrey McClean'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 Jeffrey McClean's strategy?
Jeffrey McClean's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
