JMJ
James Mark Joseph Portfolio
Invests via SENTINEL WEALTH MANAGEMENT Inc. | Managed by James Mark Joseph
Invests via SENTINEL WEALTH MANAGEMENT Inc.
Managed by James Mark Joseph
Automatically Tracked
James Mark Joseph Profile
James Mark Joseph is a distinguished operating executive known for his leadership in the tech industry. With extensive experience in scaling high-growth companies, he has successfully driven strategic initiatives that enhanced operational efficiency and market reach. His entrepreneurial journey includes launching several innovative ventures and transforming established businesses into leaders within their sectors. Notably, his expertise lies in leveraging technology to streamline processes and improve customer engagement, making him a valuable asset in competitive landscapes. As an influential figure, he continues to shape the future of business through visionary thinking and practical execution.
James Mark Joseph is a distinguished operating executive known for his leadership in the tech industry. With extensive experience in scaling high-growth companies, he has successfully driven strategic initiatives that enhanced operational efficiency and market reach. His entrepreneurial journey includes launching several innovative ventures and transforming established businesses into leaders within their sectors. Notably, his expertise lies in leveraging technology to streamline processes and improve customer engagement, making him a valuable asset in competitive landscapes. As an influential figure, he continues to shape the future of business through visionary thinking and practical execution.
Investment Philosophy & Strategy
In the dynamic landscape of technology, identifying untapped potential is crucial. James Mark Joseph's innovative mindset enables him to pinpoint unique investment opportunities within emerging markets. With a strong entrepreneurial background, he emphasizes operational improvements that drive profitability and long-term growth. His strategic approach involves fostering collaborations that leverage cutting-edge technologies for enhanced customer experiences. This focus on scalability positions his ventures to capitalize on evolving market trends effectively, creating significant value in competitive environments.
In the dynamic landscape of technology, identifying untapped potential is crucial. James Mark Joseph's innovative mindset enables him to pinpoint unique investment opportunities within emerging markets. With a strong entrepreneurial background, he emphasizes operational improvements that drive profitability and long-term growth. His strategic approach involves fostering collaborations that leverage cutting-edge technologies for enhanced customer experiences. This focus on scalability positions his ventures to capitalize on evolving market trends effectively, creating significant value in competitive environments.
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:
24.2%
Gain +0.47%
Monthly
1.44%
Yearly
18.63%
Drawdown
8.05%
$141.43M
Equity
Holdings
$141.43M
Investment
$115.99M
$25.64M
Profit +$607,883.47
Realized
$207,280.58
Unrealized
$25.43M
Dividends
$2.63M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$607,883.47
Win %
78%
This Week
Compared To Last Week
Gain
0.9%
Profit
$1.27M
Win %
78%
This Month
Compared to last month
Gain
1.9%
Profit
$2.64M
Win %
78%
This Year
Compared to last year
Gain
-0.3%
Profit
-$428,297.67
Win %
80%
CSCO Cisco Systems, Inc.
+2.5%
+$14,565.3 
OKE ONEOK, Inc.
+1.29%
+$5,645.28 
PAA Plains All American Pipeline, L.P.
+1.25%
+$3,661.8 
IYR iShares U.S. Real Estate ETF
+1.21%
+$4,172.4 
VNQ Vanguard Real Estate ETF
+1.19%
+$10,381.64 
EPD Enterprise Products Partners L.P.
+1.09%
+$5,545.6 
AVRE Avantis Real Estate ETF
+1.01%
+$64,080.44 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$6,700.29 
VUG Vanguard Growth ETF
+0.88%
+$13,068.57 
IWB iShares Russell 1000 ETF
+0.81%
+$177,562.19 
IVV iShares Core S&P 500 ETF
+0.8%
+$4,776.96 
IWV ISHARES RUSSELL 3000 ETF
+0.79%
+$6,594.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.77%
+$13,297.62 
VONV Vanguard Russell 1000 Value Index Fund
+0.71%
+$61,711.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.69%
+$4,165.21 
IWD iShares Russell 1000 Value ETF
+0.69%
+$3,675.64 
MDY SPDR S&P MidCap 400 ETF Trust
+0.68%
+$5,770.77 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$12,788.22 
AVLV Avantis U.S. Large Cap Value ETF
+0.63%
+$84,105.22 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.6%
+$10,556 
EFA iShares MSCI EAFE ETF
+0.51%
+$2,179.36 
DFAI Dimensional International Core Equity Market ETF
+0.48%
+$45,115 
DIHP Dimensional International High Profitability Portfolio
+0.4%
+$4,865.53 
DFAS Dimensional U.S. Small Cap ETF
+0.27%
+$48,278.25 
IJR iShares Core S&P Small-Cap ETF
+0.24%
+$6,770.53 
IXUS iShares Core International Stock ETF
+0.23%
+$10,148.69 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.22%
+$1,188.81 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$3,592.2 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.14%
+$2,598.11 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$3,333.68 
DFSV Dimensional US Small Cap Value ETF
+0.04%
+$4,138.27 
ET Energy Transfer L.P.
-1.59%
-$3,690.39 
IWO iShares Russell 2000 Growth ETF
-0.52%
-$4,122.07 
IWC iShares Micro-Cap ETF
-0.47%
-$3,338.12 
IWM iShares Russell 2000 ETF
-0.3%
-$2,790.55 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.28%
-$16,274.11 
DFAE Dimensional Emerging Core Equity Market ETF
-0.2%
-$4,880.56 
DFNM Dimensional National Municipal Bond ETF
-0.02%
-$1,016.32 
IWN iShares Russell 2000 Value ETF
-0.02%
-$1,037.96 Events
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Dividends
Dividend Analysis
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| Trades 107 | Longs Won 87/107 81% | Profit Factor 64.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $689,034.58 |
| Average Win $299,402.58 | Best Trade (Aug 17) $4.56M | Sharpe Ratio -140.83 |
| Average Loss -$20,301.74 | Worst Trade (Sep 30) -$170,413.94 | Z-Score 10.92 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $239,644.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 17,961 | $1.78M | $1.69M | - | -$89,060.85 | -4.99% | +0.212% |
| AVLV Avantis U.S. Large Cap Value ETF | 145,009 | $10.12M | $13.41M | - | $3.29M | 32.53% | +0.631% |
| AVRE Avantis Real Estate ETF | 144,001 | $6.38M | $6.39M | - | $9,719.65 | 0.15% | +1.012% |
| CSCO Cisco Systems, Inc. | 5,165 | $358,347.7 | $597,280.6 | - | $238,932.9 | 66.68% | +2.5% |
| DFAE Dimensional Emerging Core Equity Market ETF | 61,007 | $1.77M | $2.46M | - | $693,649.59 | 39.27% | -0.198% |
| DFAI Dimensional International Core Equity Market ETF | 225,575 | $8.03M | $9.41M | - | $1.38M | 17.16% | +0.482% |
| DFAS Dimensional U.S. Small Cap ETF | 224,550 | $14.37M | $17.8M | - | $3.44M | 23.94% | +0.272% |
| DFNM Dimensional National Municipal Bond ETF | 102,659 | $4.87M | $4.74M | - | -$127,286.89 | -2.61% | -0.021% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 39,971 | $1.92M | $1.86M | - | -$55,388.66 | -2.89% | +0.14% |
| DFSV Dimensional US Small Cap Value ETF | 275,885 | $8.33M | $10.6M | - | $2.27M | 27.26% | +0.039% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,170 | $515,560.5 | $603,333.9 | - | $87,773.4 | 17.02% | +0.695% |
| DIHP Dimensional International High Profitability Portfolio | 36,041 | $1.06M | $1.23M | - | $163,445.93 | 15.38% | +0.398% |
| EFA iShares MSCI EAFE ETF | 4,112 | $370,639.36 | $429,950.72 | - | $59,311.36 | 16% | +0.509% |
| EPD Enterprise Products Partners L.P. | 13,864 | $429,922.64 | $515,740.8 | - | $85,818.16 | 19.96% | +1.087% |
| ET Energy Transfer L.P. | 11,183 | $215,831.9 | $228,021.37 | - | $12,189.47 | 5.65% | -1.593% |
| IJR iShares Core S&P Small-Cap ETF | 20,517 | $2.29M | $2.86M | - | $572,070.3 | 25.01% | +0.237% |
| IVV iShares Core S&P 500 ETF | 768 | $476,851.2 | $602,472.96 | - | $125,621.76 | 26.34% | +0.799% |
| IWB iShares Russell 1000 ETF | 51,542 | $17.5M | $22M | - | $4.49M | 25.68% | +0.814% |
| IWC iShares Micro-Cap ETF | 3,815 | $487,022.9 | $711,287.67 | - | $224,264.77 | 46.05% | -0.467% |
| IWD iShares Russell 1000 Value ETF | 2,137 | $415,069.51 | $538,694.96 | - | $123,625.45 | 29.78% | +0.687% |
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FAQ
Which stocks have generated the highest profits for James Mark Joseph?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 ETF - $274,992.78, Dimensional U.S. Small Cap ETF - $236,520.13, Dimensional International Core Equity Market ETF - $233,205.43, Avantis Real Estate ETF - $209,501.89, and Dimensional National Municipal Bond ETF - $174,945.67. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does James Mark Joseph's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.63M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $233,205.43, Dimensional U.S. Small Cap ETF - $220,826.13, Avantis Real Estate ETF - $209,501.89, iShares Russell 1000 ETF - $198,937.9, and Dimensional US Small Cap Value ETF - $174,660.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Mark Joseph's monthly returns?
James Mark Joseph's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can James Mark Joseph's strategy be considered aggressive or moderate?
James Mark Joseph's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow James Mark Joseph's strategy?
James Mark Joseph's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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