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:
27.54%
Gain -0.02%
Monthly
1.84%
Yearly
24.45%
Drawdown
8.05%
$144.89M
Equity
Holdings
$144.89M
Investment
$115.99M
$29.1M
Profit -$21,725.29
Realized
$207,280.58
Unrealized
$28.9M
Dividends
$2.26M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$21,725.29
Win %
86%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$21,725.29
Win %
86%
This Month
Compared to last month
Gain
2.88%
Profit
$4.05M
Win %
86%
This Year
Compared to last year
Gain
2.14%
Profit
$3.03M
Win %
86%
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.17%
+$9,643.92 
EPD Enterprise Products Partners L.P.
+0.07%
+$346.6 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$610.07 
ET Energy Transfer L.P.
+0.03%
+$55.91 
IWD iShares Russell 1000 Value ETF
+0.01%
+$64.11 
AVLV Avantis U.S. Large Cap Value ETF
+0.01%
+$1,450.09 
VNQ Vanguard Real Estate ETF
+0.01%
+$97.94 
IVV iShares Core S&P 500 ETF
+0.01%
+$46.08 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$205.38 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$89.81 
AVRE Avantis Real Estate ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
OKE ONEOK, Inc.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
IWC iShares Micro-Cap ETF
-0.96%
-$7,324.8 
EFA iShares MSCI EAFE ETF
-0.5%
-$2,220.48 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.37%
-$6,333.6 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$2,361.56 
IWB iShares Russell 1000 ETF
-0.03%
-$6,700.46 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$247.8 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$2,255.75 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$196.27 
IWM iShares Russell 2000 ETF
-0.02%
-$196.98 
VUG Vanguard Growth ETF
-0.01%
-$161.34 
CSCO Cisco Systems, Inc.
-0.01%
-$51.65 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$75.59 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$1,122.75 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$551.77 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$23.42 
IWN iShares Russell 2000 Value ETF
0%
-$259.75 
QQQ Invesco QQQ Trust, Series 1
0%
-$38.29 Events
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Dividends
Dividend Analysis
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| Trades 107 | Longs Won 93/107 86% | Profit Factor 411.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $745,199.52 |
| Average Win $313,702.16 | Best Trade (Aug 11) $4.34M | Sharpe Ratio -140.56 |
| Average Loss -$5,061.14 | Worst Trade (Aug 11) -$23,443.31 | Z-Score 20.81 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $271,994.81 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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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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 International Core Equity Market ETF - $191,699.63, Dimensional U.S. Small Cap ETF - $191,610.13, iShares Russell 2000 Value ETF - $173,723.84, and Dimensional National Municipal Bond ETF - $161,805.32. 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 $2.26M earned over time. The largest contributors to dividend income include iShares Russell 1000 ETF - $198,937.9, Dimensional International Core Equity Market ETF - $191,699.63, Dimensional U.S. Small Cap ETF - $175,916.13, Dimensional National Municipal Bond ETF - $159,307.26, and Avantis Real Estate ETF - $151,743.09. 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.
