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:
36.4%
Gain +0.34%
Monthly
1.11%
Yearly
14.24%
Drawdown
16.69%
$676.69M
Equity
Holdings
$676.69M
Investment
$485.21M
$584.43M
Profit +$10.97M
Realized
$392.95M
Unrealized
$191.48M
Dividends
$75.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$10.97M
Win %
68%
This Week
Compared To Last Week
Gain
-2.74%
Profit
-$19.05M
Win %
68%
This Month
Compared to last month
Gain
-7.53%
Profit
-$55.11M
Win %
68%
This Year
Compared to last year
Gain
25.09%
Profit
$148.91M
Win %
75%
MU Micron Technology, Inc.
+12.17%
+$3.42M 
SBRA Sabra Health Care REIT, Inc.
+10.2%
+$165,452.16 
AMD Advanced Micro Devices, Inc.
+8.11%
+$3.64M 
ARM Arm Holdings plc American Depositary Receipt
+7.46%
+$1.23M 
AMAT Applied Materials, Inc.
+7.39%
+$56,643.29 
CRDO Credo Technology Group Holding Ltd.
+5.56%
+$197,484.68 
LRCX Lam Research Corporation
+4.97%
+$39,136.29 
RMBS Rambus Inc.
+4.9%
+$24,902.54 
APH Amphenol Corporation
+4.85%
+$16,600.22 
ORCL Oracle Corporation
+4.67%
+$488,221.28 
B BARRICK MINING CORP Common Stock (ABR0)
+4.24%
+$14,779.28 
AEM Agnico Eagle Mines Limited
+3.87%
+$5,940 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$38,118.89 
C Citigroup Inc.
+3.2%
+$75,045.8 
EMC Global X Emerging Markets Great Consumer ETF
+3.02%
+$11,825.28 
GS The Goldman Sachs Group, Inc.
+2.89%
+$21,889.99 
NU Nu Holdings Ltd.
+2.86%
+$15,496.8 
CVS CVS Health Corporation
+2.78%
+$33,993.31 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$12,076.02 
MS Morgan Stanley
+2.59%
+$7,005.18 
TSLA Tesla, Inc.
+2.53%
+$168,423.48 
MPT Medical Properties Trust, Inc.
+2.53%
+$36,453.72 
OXY Occidental Petroleum Corporation
+2.37%
+$6,747.81 
XOM Exxon Mobil Corporation
+2.26%
+$23,014.5 
AVGO Broadcom Inc.
+2.21%
+$633,689.88 
OHI Omega Healthcare Investors Inc.
+2.06%
+$36,955.62 
NVDA NVIDIA Corporation
+1.97%
+$1.8M 
GLD SPDR Gold Shares
+1.96%
+$4,744.17 
QCOM QUALCOMM Incorporated
+1.87%
+$9,062.97 
QQQ Invesco QQQ Trust, Series 1
+1.85%
+$30,945.2 
AHR American Healthcare REIT, Inc.
+1.66%
+$8,090.58 
HON Honeywell International Inc.
+1.63%
+$3,897.13 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$4,077.12 
NFLX Netflix, Inc.
+1.58%
+$3,137.24 
IEFA iShares Core MSCI EAFE ETF
+1.41%
+$5,926.5 
BMY Bristol-Myers Squibb Company
+1.28%
+$5,088.16 
FSK FS KKR Capital Corp.
+1.2%
+$1,954.94 
TNL Travel + Leisure Co.
+1.09%
+$12,929.14 
XLE Energy Select Sector SPDR Fund
+0.97%
+$5,080.88 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$2,270.32 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$2,463.62 
VOO Vanguard S&P 500 ETF
+0.83%
+$1,997.97 
VTV Vanguard Value ETF
+0.77%
+$2,199.12 
PFE Pfizer Inc.
+0.77%
+$8,052.2 
JNJ Johnson & Johnson
+0.72%
+$5,538.23 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.69%
+$2,516.85 
VZ Verizon Communications Inc.
+0.64%
+$3,738.56 
GPK Graphic Packaging Holding Company
+0.55%
+$1,846.8 
ETN Eaton Corporation plc
+0.38%
+$816.2 
TT Trane Technologies plc
+0.37%
+$2,338.96 
AAPL Apple Inc.
+0.35%
+$152,132.18 
DOW Dow Inc.
+0.33%
+$3,836.3 
GNL Global Net Lease, Inc.
+0.33%
+$1,272.12 
DUK Duke Energy Corporation
+0.05%
+$175.62 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$200.34 
UPS United Parcel Service, Inc.
+0.04%
+$296.12 
ROST Ross Stores, Inc.
+0.01%
+$28.05 
ABBV AbbVie Inc.
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AON Aon plc
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC-PL Bank of America Corporation
0%
$0 
BEP Brookfield Renewable Partners L.P.
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BLK BlackRock, Inc.
0%
+$0.01 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BRSP BrightSpire Capital Inc.
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BX Blackstone Inc.
0%
$0 
BXMT Blackstone Mortgage Trust Inc
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.01 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CLS Celestica Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
COLD Americold Realty Trust
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DXPE DXP Enterprises, Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EPR EPR Properties
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FAF First American Financial Corporation
0%
$0 
FBRT Franklin BSP Realty Trust Inc.
0%
$0 
FIDU Fidelity MSCI Industrials Index ETF
0%
$0 
FTAI FTAI Aviation Ltd.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HEI.A Heico Corporation
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HTGC Hercules Capital Inc.
0%
$0 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
-$0.15 
KNTK Kinetik Holdings Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.01 
LNC Lincoln National Corporation
0%
$0 
LTC LTC Properties Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
-$0.01 
MCO Moody's Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSIF MSC Income Fund Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
NAT Nordic American Tankers Ltd.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVDL Graniteshares 2x Long Nvidia Daily ETF
0%
$0 
OKTA Okta Inc.
0%
$0 
OTF Blue Owl Technology Finance Corp.
0%
$0 
OUT OUTFRONT Media Inc.
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PEN Penumbra Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.08 
PG Procter & Gamble Co
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
RMOP Rockefeller Opportunistic Municipal Bond ETF
0%
$0 
ROL Rollins, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SFL SFL Corporation Ltd.
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
+$0.01 
SNY Sanofi American Depositary Receipt
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TEM Tempus AI, Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TQQQ ProShares UltraPro QQQ
0%
$0 
TSLX Sixth Street Specialty Lending Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.02 
URI United Rentals, Inc.
0%
-$0.03 
USD ProShares Ultra Semiconductors
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WFG West Fraser Timber Co. Ltd.
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.05 
TLNE TALEN ENERGY CORP NEW
-11.02%
-$1.16M 
TRU TransUnion
-3.77%
-$13,678.21 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
-3.17%
-$42,270.57 
ACN Accenture plc Class A
-2.67%
-$9,005.49 
PM Philip Morris International Inc.
-2.43%
-$44,380.44 
ICE Intercontinental Exchange, Inc.
-2.05%
-$3,726.51 
UL Unilever PLC Sponsored American Depositary Receipt
-1.95%
-$6,955.08 
OKE ONEOK, Inc.
-1.85%
-$28,833.91 
NDAQ Nasdaq, Inc.
-1.77%
-$4,174.43 
MA Mastercard Incorporated
-1.67%
-$22,484.4 
GOOG Alphabet Inc
-1.47%
-$381,812.62 
GOOGL Alphabet Inc
-1.37%
-$380,569.2 
V Visa Inc. Class A
-1.32%
-$40,256.33 
MOH Molina Healthcare Inc.
-1.31%
-$6,447.02 
IBM International Business Machines Corporation
-1.17%
-$5,475 
FXI iShares China Large-Cap ETF
-1.17%
-$3,571.93 
SHOP Shopify Inc.
-1.17%
-$11,217.2 
MDT Medtronic plc
-1.13%
-$3,215.74 
MSFT Microsoft Corp.
-1.13%
-$172,352.4 
ZTS Zoetis Inc.
-1.11%
-$1,819 
WSM Williams-Sonoma, Inc.
-0.99%
-$5,465.33 
AMZN Amazon.com Inc
-0.98%
-$251,179.51 
COO The Cooper Companies, Inc.
-0.81%
-$3,035.14 
COST Costco Wholesale Corporation
-0.7%
-$6,086.49 
CTAS Cintas Corporation
-0.69%
-$3,426.35 
KMI Kinder Morgan, Inc.
-0.61%
-$7,311.6 
RITM Rithm Capital Corp.
-0.54%
-$2,476.25 
MELI MercadoLibre, Inc.
-0.53%
-$2,198.25 
TJX The TJX Companies, Inc.
-0.42%
-$4,479.15 
DGX Quest Diagnostics Inc.
-0.4%
-$2,095.92 
SBUX Starbucks Corporation
-0.34%
-$885.24 
META Meta Platforms Inc Class A
-0.32%
-$98,271.96 
MCK McKesson Corporation
-0.32%
-$843.65 
COF Capital One Financial Corporation
-0.27%
-$988.9 
CBRE CBRE Group Inc.
-0.25%
-$1,043 
ARCC Ares Capital Corporation
-0.16%
-$593.94 
NEE NextEra Energy, Inc.
-0.08%
-$152.04 
BKNG Booking Holdings Inc.
-0.03%
-$1,687.5 Events
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Dividends
Dividend Analysis
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| Trades 5756 | Longs Won 3443/5756 59% | Profit Factor 5.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $205,599.87 | Best Trade (Mar 31) $45.83M | Sharpe Ratio -33.92 |
| Average Loss -$53,373.29 | Worst Trade (Jul 30) -$5.92M | Z-Score -12.16 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $101,533.69 |
| 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 | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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 Janice M. Powell?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $58.26M, SPDR Gold Shares - $40.96M, Apple Inc - $22.67M, SPDR S&P 500 ETF Trust - $21.69M, and Invesco QQQ Trust, Series 1 - $16.98M. 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: SM Energy Company - $5.01M, Fidelity Wise Origin Bitcoin Index Fund - $4.26M, CoreWeave, Inc - $3.51M, Microsoft Corp - $2.65M, and UnitedHealth Group Incorporated - $2.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Janice M. Powell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $75.57M earned over time. The largest contributors to dividend income include Invesco Senior Loan ETF - $8.27M, SPDR S&P 500 ETF Trust - $3.26M, SPDR Portfolio High Yield Bond ETF - $2.39M, Energy Transfer L.P - $1.26M, and Invesco QQQ Trust, Series 1 - $1.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Janice M. Powell's monthly returns?
Janice M. Powell's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Janice M. Powell's strategy be considered aggressive or moderate?
Janice M. Powell's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Janice M. Powell's strategy?
Janice M. Powell'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.
