JD
Jonmichael Dolgetta Portfolio
Invests via Advanced Portfolio Management LLC | Managed by Robert E. Kiernan III, Pellegrino J. Dolgetta
Invests via Advanced Portfolio Management LLC
Managed by Robert E. Kiernan III, Pellegrino J. Dolgetta
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Jonmichael Dolgetta Profile
With a robust background in business leadership and entrepreneurship, Jonmichael Dolgetta stands out as an impactful figure within the investment community. His career trajectory is marked by diverse experiences across several industries, with significant contributions to operational excellence and organizational growth. Having successfully navigated multiple ventures, he brings a wealth of knowledge in market dynamics and capital strategies that foster innovation. Additionally, his involvement in startup ecosystems reflects his commitment to nurturing emerging enterprises aimed at disruption and scalability. Recognized for his ability to bridge strategic vision with pragmatic execution, he continues to influence the landscape of modern business through active engagement and mentorship.
With a robust background in business leadership and entrepreneurship, Jonmichael Dolgetta stands out as an impactful figure within the investment community. His career trajectory is marked by diverse experiences across several industries, with significant contributions to operational excellence and organizational growth. Having successfully navigated multiple ventures, he brings a wealth of knowledge in market dynamics and capital strategies that foster innovation. Additionally, his involvement in startup ecosystems reflects his commitment to nurturing emerging enterprises aimed at disruption and scalability. Recognized for his ability to bridge strategic vision with pragmatic execution, he continues to influence the landscape of modern business through active engagement and mentorship.
Investment Philosophy & Strategy
Capitalizing on insights drawn from extensive entrepreneurial endeavors, Jonmichael Dolgetta strategically navigates the complexities of modern investments. His experience across diverse sectors enables him to identify transformative opportunities and empower startups that exhibit scalability potential. Prioritizing innovation within his investment activities, he emphasizes tactical partnerships and operational enhancements that drive meaningful growth. With an acute understanding of market trends, decision-making is guided by a vision that aligns organizational objectives with emerging business models. Through active mentorship and community engagement, he advocates for impactful ventures positioned to disrupt traditional paradigms.
Capitalizing on insights drawn from extensive entrepreneurial endeavors, Jonmichael Dolgetta strategically navigates the complexities of modern investments. His experience across diverse sectors enables him to identify transformative opportunities and empower startups that exhibit scalability potential. Prioritizing innovation within his investment activities, he emphasizes tactical partnerships and operational enhancements that drive meaningful growth. With an acute understanding of market trends, decision-making is guided by a vision that aligns organizational objectives with emerging business models. Through active mentorship and community engagement, he advocates for impactful ventures positioned to disrupt traditional paradigms.
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:
18.57%
Gain +0.98%
Monthly
0.51%
Yearly
6.27%
Drawdown
23.22%
$33.99M
Equity
Holdings
$33.99M
Investment
$32.58M
$13.36M
Profit +$331,976.36
Realized
$11.94M
Unrealized
$1.41M
Dividends
$3.99M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.98%
Profit
$331,976.36
Win %
55%
This Week
Compared To Last Week
Gain
1%
Profit
$336,343.93
Win %
55%
This Month
Compared to last month
Gain
-1.2%
Profit
-$412,133.47
Win %
55%
This Year
Compared to last year
Gain
3.79%
Profit
$1.24M
Win %
55%
ORCL Oracle Corporation
+4.59%
+$63,797.5 
META Meta Platforms Inc Class A
+4.24%
+$61,130.95 
AMZN Amazon.com Inc
+3.22%
+$53,891.52 
SOFI SoFi Technologies, Inc.
+2.9%
+$26,400 
AVGO Broadcom Inc.
+2.53%
+$58,401.8 
INTU Intuit Inc.
+2.36%
+$4,388.15 
VST Vistra Corp
+2.13%
+$25,382.67 
NVDA NVIDIA Corporation
+1.99%
+$29,169.88 
MSFT Microsoft Corp.
+1.82%
+$32,457.2 
AAPL Apple Inc.
+1.68%
+$16,645.56 
TT Trane Technologies plc
+1.38%
+$9,333.57 
EQIX Equinix, Inc.
+1.35%
+$21,182.96 
CRM Salesforce Inc
+1.16%
+$9,640.35 
HPE Hewlett Packard Enterprise Company
+1.11%
+$19,568.69 
SCHW Charles Schwab Corporation
+0.84%
+$3,675.83 
V Visa Inc. Class A
+0.83%
+$3,502.37 
RSP Invesco S&P 500 Equal Weight ETF
+0.8%
+$8,425.05 
URI United Rentals, Inc.
+0.58%
+$3,355.37 
NFLX Netflix, Inc.
+0.39%
+$1,301.07 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$2,869.35 
SBUX Starbucks Corporation
+0.38%
+$1,983.14 
CL Colgate-Palmolive Company
+0.32%
+$1,587.75 
WFC Wells Fargo & Company
+0.24%
+$1,026 
CAH Cardinal Health Inc.
+0.24%
+$2,741.69 
KR Kroger Co.
+0.21%
+$890.05 
EQT
0%
$0 
VG
0%
$0 
XOM Exxon Mobil Corporation
-5.16%
-$38,261.16 
OKE ONEOK, Inc.
-2.88%
-$16,064.55 
ABBV AbbVie Inc.
-2.53%
-$30,488.68 
ADM Archer-Daniels-Midland Co
-2.19%
-$12,836.07 
CVS CVS Health Corporation
-1.74%
-$9,832.35 
CMCSA Comcast Corp
-1.29%
-$12,055.75 
VZ Verizon Communications Inc.
-1.14%
-$6,956.95 
TJX The TJX Companies, Inc.
-1.07%
-$5,160.6 
CSCO Cisco Systems, Inc.
-0.39%
-$4,813.25 
ABT Abbott Laboratories
-0.24%
-$716.1 Events
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Dividends
Dividend Analysis
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| Trades 548 | Longs Won 171/548 31% | Profit Factor 1.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,088.39 |
| Average Win $171,552.69 | Best Trade (Jun 30) $1.22M | Sharpe Ratio -10.93 |
| Average Loss -$42,385.36 | Worst Trade (Sep 30) -$2.45M | Z-Score -8.74 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 6d | Expectancy $24,372.68 |
| 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% | 1.53% |
| Consecutive Losing Trades | 802 | 722 | 642 | 561 | 481 | 401 | 321 | 241 | 160 | 80 |
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Returns
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