Janice M. Powell Portfolio
Invests via Diversify Advisory Services, LLC | Managed by Lupe Fungalei
Invests via Diversify Advisory Services, LLC
Managed by Lupe Fungalei
Automatically Tracked
Janice M. Powell Profile
Seasoned corporate finance and compliance executive with operational and board experience across regulated industries. Janice M. Powell leads initiatives in risk management, governance, and capital allocation, advising public and private companies on investor relations and strategic transactions. She has managed SEC reporting, M&A integrations, and cost optimization programs, and works closely with CFOs and private equity sponsors on due diligence and post‑acquisition value creation. Market-oriented profile for investor outreach and corporate governance assessment.
Seasoned corporate finance and compliance executive with operational and board experience across regulated industries. Janice M. Powell leads initiatives in risk management, governance, and capital allocation, advising public and private companies on investor relations and strategic transactions. She has managed SEC reporting, M&A integrations, and cost optimization programs, and works closely with CFOs and private equity sponsors on due diligence and post‑acquisition value creation. Market-oriented profile for investor outreach and corporate governance assessment.
Investment Philosophy & Strategy
Focuses on disciplined, governance‑driven capital allocation that favors investments where operational rigor and regulatory expertise de‑risk execution. Emphasizes rigorous due diligence, clear post‑acquisition value‑creation plans, and tight compliance and reporting controls to protect downside. Prefers transactions in regulated industries and complex corporate structures where board-level oversight, cost optimization, and integration experience create alpha. Time horizon is medium to long; approach combines conservative risk management with active engagement alongside CFOs, sponsors, and management to accelerate measurable cash‑flow improvement.
Focuses on disciplined, governance‑driven capital allocation that favors investments where operational rigor and regulatory expertise de‑risk execution. Emphasizes rigorous due diligence, clear post‑acquisition value‑creation plans, and tight compliance and reporting controls to protect downside. Prefers transactions in regulated industries and complex corporate structures where board-level oversight, cost optimization, and integration experience create alpha. Time horizon is medium to long; approach combines conservative risk management with active engagement alongside CFOs, sponsors, and management to accelerate measurable cash‑flow improvement.
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:
62.59%
Gain +0.02%
Monthly
1.85%
Yearly
24.65%
Drawdown
16.66%
$738.27M
Equity
Holdings
$738.27M
Investment
$509.63M
$643.45M
Profit +$191,065.19
Realized
$402.83M
Unrealized
$240.62M
Dividends
$73.8M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$191,065.19
Win %
68%
This Week
Compared To Last Week
Gain
0.03%
Profit
$191,065.19
Win %
68%
This Month
Compared to last month
Gain
-2.3%
Profit
-$17.39M
Win %
68%
This Year
Compared to last year
Gain
-31.95%
Profit
-$1.3B
Win %
75%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$2.35M 
NAT Nordic American Tankers Ltd.
+7.96%
+$4,141 
STX Seagate Technology Holdings plc
+7.25%
+$150,828.08 
COHR Coherent Corp.
+5.9%
+$20,463.31 
KLAC KLA Corporation
+5.55%
+$205,053.93 
AMD Advanced Micro Devices, Inc.
+4.73%
+$2.06M 
TLN Talen Energy Corporation
+4.57%
+$405,478.66 
QCOM QUALCOMM Incorporated
+4.32%
+$24,965.97 
MOH Molina Healthcare Inc.
+3.67%
+$15,214.92 
WFG West Fraser Timber Co. Ltd.
+3.23%
+$11,797.93 
AEM Agnico Eagle Mines Limited
+3.09%
+$5,490.01 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$10,984.62 
SFL SFL Corporation Ltd.
+2.68%
+$7,126.8 
AMAT Applied Materials, Inc.
+2.64%
+$21,301.37 
GS The Goldman Sachs Group, Inc.
+2.62%
+$19,437.86 
NDAQ Nasdaq, Inc.
+2.58%
+$5,736.64 
VZ Verizon Communications Inc.
+2.49%
+$15,621.84 
OUT OUTFRONT Media Inc.
+2.38%
+$47,538.33 
JPM JPMorgan Chase & Co.
+2.31%
+$32,737.49 
HST Host Hotels & Resorts Inc.
+2.26%
+$46,043.8 
FSK FS KKR Capital Corp.
+2.22%
+$3,609.12 
WSM Williams-Sonoma, Inc.
+2.19%
+$11,870.35 
WY Weyerhaeuser Company
+2.14%
+$7,539.48 
USD ProShares Ultra Semiconductors
+2.08%
+$6,060 
MSIF MSC Income Fund Inc.
+2.05%
+$16,559.76 
TQQQ ProShares UltraPro QQQ
+1.99%
+$8,576.79 
PM Philip Morris International Inc.
+1.95%
+$33,474.99 
TGT Target Corporation
+1.95%
+$4,167.31 
OXY Occidental Petroleum Corporation
+1.93%
+$5,511.57 
LNC Lincoln National Corporation
+1.91%
+$15,711.5 
CLS Celestica Inc.
+1.88%
+$62,574.03 
KMI Kinder Morgan, Inc.
+1.85%
+$21,203.64 
TSLA Tesla, Inc.
+1.82%
+$130,996.32 
MTB M&T Bank Corporation
+1.78%
+$7,364.82 
TMUS T-Mobile US, Inc.
+1.76%
+$3,555.52 
ET Energy Transfer L.P.
+1.65%
+$16,182.62 
ACN Accenture plc Class A
+1.65%
+$6,422.52 
WFC Wells Fargo & Company
+1.61%
+$14,934.57 
BX Blackstone Inc.
+1.58%
+$10,631.06 
OKE ONEOK, Inc.
+1.56%
+$23,167.13 
BLK BlackRock, Inc.
+1.52%
+$8,804.81 
WPC W. P. Carey Inc.
+1.5%
+$8,539.41 
COF Capital One Financial Corporation
+1.48%
+$4,836.63 
CVS CVS Health Corporation
+1.47%
+$16,826.12 
RMBS Rambus Inc.
+1.45%
+$10,535.69 
CAT Caterpillar Inc.
+1.44%
+$16,175.01 
MAR Marriott International Inc. - Class A
+1.42%
+$13,311.4 
FAF First American Financial Corporation
+1.39%
+$3,063.6 
MCO Moody's Corporation
+1.36%
+$2,918.52 
NEE NextEra Energy, Inc.
+1.35%
+$2,497.8 
TXN Texas Instruments Inc
+1.35%
+$11,083.11 
ABBV AbbVie Inc.
+1.32%
+$12,594.8 
SBRA Sabra Health Care REIT, Inc.
+1.3%
+$19,464.96 
C Citigroup Inc.
+1.27%
+$32,058.27 
FBRT Franklin BSP Realty Trust Inc.
+1.21%
+$2,103.5 
LRCX Lam Research Corporation
+1.18%
+$11,016.75 
CBRE CBRE Group Inc.
+1.14%
+$4,470 
WHR Whirlpool Corporation
+1.13%
+$7,313.76 
ICE Intercontinental Exchange, Inc.
+1.11%
+$1,991.75 
FXI iShares China Large-Cap ETF
+1.09%
+$3,310.56 
OTF Blue Owl Technology Finance Corp.
+1.09%
+$11,931.84 
OHI Omega Healthcare Investors Inc.
+1.08%
+$17,753.19 
JNJ Johnson & Johnson
+1.07%
+$7,858.76 
V Visa Inc. Class A
+1.05%
+$28,306.69 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$3,448.8 
ARCC Ares Capital Corporation
+1%
+$3,761.62 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$3,380.62 
BXMT Blackstone Mortgage Trust Inc
+0.94%
+$6,920.36 
VTV Vanguard Value ETF
+0.94%
+$2,631.08 
DOC Healthpeak Properties, Inc.
+0.93%
+$13,630.41 
APH Amphenol Corporation
+0.88%
+$3,047.14 
DXPE DXP Enterprises, Inc.
+0.88%
+$9,206.61 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$7,407.76 
PG Procter & Gamble Co
+0.86%
+$2,663.19 
NU Nu Holdings Ltd.
+0.83%
+$3,874.2 
BKNG Booking Holdings Inc.
+0.82%
+$45,562.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$1,972.81 
CVX Chevron Corporation
+0.75%
+$5,191.16 
XLE Energy Select Sector SPDR Fund
+0.75%
+$3,901.39 
SBUX Starbucks Corporation
+0.74%
+$1,868.84 
MO Altria Group, Inc.
+0.74%
+$7,984.98 
UNH UnitedHealth Group Incorporated
+0.73%
+$6,632.01 
HD The Home Depot, Inc.
+0.73%
+$2,658.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$2,608.51 
TNL Travel + Leisure Co.
+0.72%
+$8,673.98 
MA Mastercard Incorporated
+0.71%
+$8,536.2 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,850.98 
COST Costco Wholesale Corporation
+0.68%
+$6,160.48 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$217,304.37 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$2,041.76 
MPLX MPLX LP
+0.67%
+$3,925.78 
GPK Graphic Packaging Holding Company
+0.66%
+$2,154.6 
DOW Dow Inc.
+0.65%
+$8,439.86 
TRU TransUnion
+0.65%
+$1,973.7 
MS Morgan Stanley
+0.65%
+$1,770.53 
WMB The Williams Companies, Inc.
+0.64%
+$2,473.43 
DUK Duke Energy Corporation
+0.63%
+$2,283.06 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,889 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$10,115.41 
AHR American Healthcare REIT, Inc.
+0.56%
+$2,237.82 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,313.17 
HON Honeywell International Inc.
+0.54%
+$2,520.42 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,588.02 
URI United Rentals, Inc.
+0.54%
+$8,659.5 
GOOGL Alphabet Inc
+0.53%
+$150,183.3 
KNTK Kinetik Holdings Inc.
+0.51%
+$7,833.6 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,222.48 
GOOG Alphabet Inc
+0.45%
+$117,934.4 
EMC Global X Emerging Markets Great Consumer ETF
+0.43%
+$1,788.32 
ROST Ross Stores, Inc.
+0.43%
+$953.7 
GNL Global Net Lease, Inc.
+0.43%
+$1,696.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$1,038.91 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,519.84 
KVUE Kenvue Inc.
+0.39%
+$2,970.94 
FIDU Fidelity MSCI Industrials Index ETF
+0.38%
+$1,339.56 
PEP PepsiCo, Inc.
+0.38%
+$4,450.14 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+0.37%
+$2,291.1 
BRSP BrightSpire Capital Inc.
+0.36%
+$210.96 
STWD Starwood Property Trust Inc.
+0.35%
+$4,163.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,887.84 
CDNS Cadence Design Systems, Inc.
+0.32%
+$8,387.5 
SNY Sanofi American Depositary Receipt
+0.32%
+$750.26 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$6,375.28 
ROL Rollins, Inc.
+0.3%
+$797.73 
BAC-PL Bank of America Corporation
+0.28%
+$4,242 
XOM Exxon Mobil Corporation
+0.28%
+$2,816.59 
RITM-PD Rithm Capital Corp.
+0.24%
+$2,971.5 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$790.2 
NVDA NVIDIA Corporation
+0.16%
+$143,658.24 
PFE Pfizer Inc.
+0.15%
+$1,695.2 
PEN Penumbra Inc.
+0.12%
+$425.08 
VRP Invesco Variable Rate Preferred ETF
+0.12%
+$325.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$417.8 
KO The Coca-Cola Company
+0.11%
+$4,868.19 
MSFT Microsoft Corp.
+0.1%
+$15,184.82 
GLD SPDR Gold Shares
+0.06%
+$144.76 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$279.94 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$336.25 
AON Aon plc
+0.04%
+$112.97 
TJX The TJX Companies, Inc.
+0.04%
+$482.37 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$88.08 
SILA Sila Realty Trust Inc.
+0.03%
+$383.23 
PANW Palo Alto Networks, Inc.
+0.03%
+$4,157.1 
LTC LTC Properties Inc.
+0.03%
+$374.94 
ORCL Oracle Corporation
+0.02%
+$2,582.32 
MCD McDonald's Corporation
+0.01%
+$46.77 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
COO
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
EPR
0%
$0 
FTAI
0%
$0 
SNOW
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
PINS Pinterest, Inc. Class A
-6%
-$25,785.81 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$233,467.37 
SMCI Super Micro Computer Inc
-4.72%
-$455,446.2 
TEM Tempus AI, Inc.
-3.57%
-$61,344.66 
BEPC Brookfield Renewable Corporation
-3.16%
-$42,803.11 
CTAS Cintas Corporation
-3.08%
-$13,804 
BEP Brookfield Renewable Partners L.P.
-3%
-$27,894.96 
LLY Eli Lilly and Company
-2.41%
-$24,931.36 
PLTR Palantir Technologies Inc.
-2.36%
-$24,058.76 
CASY Casey's General Stores Inc.
-2.31%
-$8,540.57 
ZTS Zoetis Inc.
-2.25%
-$3,916.2 
SHOP Shopify Inc.
-2.02%
-$17,251.28 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$21,917.26 
ULTA Ulta Beauty Inc.
-1.82%
-$3,359.17 
HEI-A HEICO Corporation
-1.58%
-$5,373.72 
AAPL Apple Inc.
-1.52%
-$595,305 
LMT Lockheed Martin Corporation
-1.52%
-$8,124.52 
MU Micron Technology, Inc.
-1.43%
-$462,694.54 
COLD Americold Realty Trust
-1.43%
-$12,147.45 
MELI MercadoLibre, Inc.
-1.27%
-$4,590 
AMZN Amazon.com Inc
-1.23%
-$304,707.29 
NFLX Netflix, Inc.
-1.14%
-$2,726.76 
OKTA Okta Inc.
-1.03%
-$32,294.9 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$119,461.66 
IBM International Business Machines Corporation
-0.95%
-$5,715.94 
AVGO Broadcom Inc.
-0.91%
-$265,937.23 
NOW ServiceNow, Inc.
-0.9%
-$157,853.89 
SPOT Spotify Technology S.A.
-0.82%
-$3,208 
CSCO Cisco Systems, Inc.
-0.6%
-$30,819.95 
ETN Eaton Corporation plc
-0.57%
-$1,192.5 
SOFI SoFi Technologies, Inc.
-0.54%
-$80,875.26 
SNPS Synopsys, Inc.
-0.53%
-$2,738.4 
UPS United Parcel Service, Inc.
-0.51%
-$4,071.66 
AFRM Affirm Holdings, Inc.
-0.48%
-$89,821.76 
TT Trane Technologies plc
-0.41%
-$2,555.29 
MCK McKesson Corporation
-0.4%
-$1,011.08 
DGX Quest Diagnostics Inc.
-0.38%
-$1,968.13 
RTX RTX Corporation
-0.37%
-$1,988.35 
MRVL Marvell Technology, Inc.
-0.36%
-$133,549.66 
SJM The J.M. Smucker Company
-0.29%
-$2,733.26 
META Meta Platforms Inc Class A
-0.26%
-$69,851.33 
TSLX Sixth Street Specialty Lending Inc.
-0.24%
-$1,533.44 
MPT Medical Properties Trust, Inc.
-0.2%
-$3,037.81 
RMOP Rockefeller Opportunistic Municipal Bond ETF
-0.2%
-$528.6 
MDT Medtronic plc
-0.16%
-$444.73 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$365.7 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$338.76 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$280.36 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.08%
-$289.57 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$233.94 
HTGC Hercules Capital Inc.
-0.06%
-$209.17 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$323.06 
NLY Annaly Capital Management, Inc.
-0.04%
-$549.47 
PAGP Plains GP Holdings, L.P.
-0.04%
-$159.05 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$107.93 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5756 | Longs Won 3437/5756 59% | Profit Factor 6.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $221,115.03 | Best Trade (Mar 31) $45.83M | Sharpe Ratio -12.56 |
| Average Loss -$50,020.94 | Worst Trade (Jun 14) -$4.92M | Z-Score -21.59 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $111,787.69 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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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