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

Tracking: 0 Updated: Jun 12 at 08:05 PM

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.

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.

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:

20.39%

Gain +0.6%

Monthly

1.64%

Yearly

20.39%

Drawdown

7.21%

$139.84M

Equity

Holdings

$139.84M

Investment

$114.59M

$25.43M

Profit +$892,086.29

Realized

$179,585.14

Unrealized

$25.25M

Dividends

$1.61M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.6%

Profit

$892,086.29

Win %

89%

This Week

Compared To Last Week

Gain

0.49%

Profit

$686,299.76

Win %

89%

This Month

Compared to last month

Gain

0.45%

Profit

$630,401.27

Win %

89%

This Year

Compared to last year

Gain

10.43%

Profit

$13.28M

Win %

87%

Gainers
Losers

ET Energy Transfer L.P.

+1.63%

+$3,410.82

OKE ONEOK, Inc.

+1.56%

+$6,883.28

IWN iShares Russell 2000 Value ETF

+1.17%

+$66,197.45

DFSV Dimensional US Small Cap Value ETF

+1.17%

+$121,451.4

IWD iShares Russell 1000 Value ETF

+1.02%

+$5,224.97

DFAS Dimensional U.S. Small Cap ETF

+1%

+$177,848.8

IJR iShares Core S&P Small-Cap ETF

+1%

+$28,317.84

VONV Vanguard Russell 1000 Value Index Fund

+0.96%

+$80,053.61

VNQ Vanguard Real Estate ETF

+0.95%

+$9,059.45

IYR iShares U.S. Real Estate ETF

+0.91%

+$3,440.4

IWC iShares Micro-Cap ETF

+0.91%

+$6,485.5

IWM iShares Russell 2000 ETF

+0.9%

+$8,601.46

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.75%

+$4,446.01

AVLV Avantis U.S. Large Cap Value ETF

+0.74%

+$96,711.15

MDY SPDR S&P MidCap 400 ETF Trust

+0.73%

+$6,312.63

IWO iShares Russell 2000 Growth ETF

+0.68%

+$5,561.55

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$9,995.88

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$10,761

IVV iShares Core S&P 500 ETF

+0.58%

+$3,319.61

IWV ISHARES RUSSELL 3000 ETF

+0.56%

+$4,479.12

IWB iShares Russell 1000 ETF

+0.55%

+$114,893.88

AVRE Avantis Real Estate ETF

+0.55%

+$35,216.48

SCZ iShares MSCI EAFE Small-Cap ETF

+0.47%

+$2,570.4

DFAE Dimensional Emerging Core Equity Market ETF

+0.45%

+$11,033.64

IXUS iShares Core International Stock ETF

+0.43%

+$18,978.49

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$35,909.61

ONEQ Fidelity Nasdaq Composite Index Fund

+0.33%

+$5,521.6

EFA iShares MSCI EAFE ETF

+0.31%

+$1,315.84

DIHP Dimensional International High Profitability Portfolio

+0.29%

+$3,604.1

VUG Vanguard Growth ETF

+0.22%

+$3,065.46

XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

+0.14%

+$8,306.2

IWF iShares Russell 1000 Growth ETF

+0.06%

+$411.9

SUB iShares Short-Term National Muni Bond ETF

+0.04%

+$1,818.36

CSCO Cisco Systems, Inc.

-0.6%

-$3,770.45

PAA Plains All American Pipeline, L.P.

-0.18%

-$488.24

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$1,900.03

EPD Enterprise Products Partners L.P.

-0.07%

-$346.6

DFNM Dimensional National Municipal Bond ETF

-0.04%

-$2,057.02

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$558.95

Events

Dividends

Dividend Analysis

No Data

Trades 90	Longs Won 79/90 87%	Profit Factor 1,575.92
Profitability	Shorts Won 0/0 0%	Standard Deviation $679,637.1
Average Win $322,042.47	Best Trade (Jun 12) $3.77M	Sharpe Ratio -30.34
Average Loss -$1,467.62	Worst Trade (Jun 10) -$13,081.22	Z-Score 23.17 (100%)
Commissions $0	Avg. Trade Length 8m 3d	Expectancy $282,502.35

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	100,000	90,000	80,000	70,000	60,000	50,000	40,000	30,000	20,000	10,000