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:
13.18%
Gain -0.42%
Monthly
0.46%
Yearly
5.69%
Drawdown
18.93%
$35.11M
Equity
Holdings
$35.11M
Investment
$32.58M
$13.08M
Profit -$204,730.9
Realized
$10.55M
Unrealized
$2.53M
Dividends
$4.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$204,730.9
Win %
55%
This Week
Compared To Last Week
Gain
0.49%
Profit
$172,500.37
Win %
55%
This Month
Compared to last month
Gain
3.51%
Profit
$1.19M
Win %
55%
This Year
Compared to last year
Gain
7.16%
Profit
$2.35M
Win %
55%
HPE Hewlett Packard Enterprise Company
+3.32%
+$54,133.96 
AVGO Broadcom Inc.
+3.11%
+$71,232.04 
NVDA NVIDIA Corporation
+2.5%
+$36,311.15 
VST Vistra Corp
+2.36%
+$30,016.05 
TT Trane Technologies plc
+2.22%
+$15,356.42 
CSCO Cisco Systems, Inc.
+1.56%
+$17,665.72 
ADM Archer-Daniels-Midland Co
+1.06%
+$6,655.74 
ORCL Oracle Corporation
+1.02%
+$9,362 
URI United Rentals, Inc.
+0.98%
+$5,341.24 
META Meta Platforms Inc Class A
+0.68%
+$11,248.9 
WFC Wells Fargo & Company
+0.52%
+$2,308.5 
SBUX Starbucks Corporation
+0.48%
+$2,542.5 
EQT EQT Corporation
+0.46%
+$1,728.67 
SOFI SoFi Technologies, Inc.
+0.41%
+$3,850 
ABBV AbbVie Inc.
+0.4%
+$5,389.68 
EQIX Equinix, Inc.
+0.4%
+$5,988.58 
XOM Exxon Mobil Corporation
+0.39%
+$2,923.78 
VG Venture Global Inc.
+0.08%
+$2,106 
OKE ONEOK, Inc.
+0.07%
+$400.07 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$650 
CVS CVS Health Corporation
+0.01%
+$55.55 
INTU Intuit Inc.
-4.34%
-$8,564.64 
CRM Salesforce Inc
-2.83%
-$24,575.4 
AAPL Apple Inc.
-2.14%
-$24,338.57 
MSFT Microsoft Corp.
-1.03%
-$18,853.45 
V Visa Inc. Class A
-0.99%
-$4,634.99 
ABT Abbott Laboratories
-0.97%
-$3,358.85 
KR Kroger Co.
-0.91%
-$3,494.29 
AMZN Amazon.com Inc
-0.86%
-$15,137.28 
CL Colgate-Palmolive Company
-0.81%
-$4,051.5 
TJX The TJX Companies, Inc.
-0.66%
-$2,924.34 
VZ Verizon Communications Inc.
-0.49%
-$2,719.53 
BRK-B Berkshire Hathaway Inc.
-0.49%
-$3,722.4 
CMCSA Comcast Corp
-0.38%
-$3,444.5 
NFLX Netflix, Inc.
-0.37%
-$1,049.25 
SCHW Charles Schwab Corporation
-0.3%
-$1,489.55 
CAH Cardinal Health Inc.
-0.27%
-$3,103.8 Events
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Dividends
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| Trades 548 | Longs Won 172/548 31% | Profit Factor 1.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,762.36 |
| Average Win $180,222.22 | Best Trade (Jul 24) $1.5M | Sharpe Ratio -9.21 |
| Average Loss -$47,667.53 | Worst Trade (Sep 30) -$2.45M | Z-Score -8.89 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 3d | Expectancy $23,859.91 |
| 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% | 0.08% | 3.36% |
| Consecutive Losing Trades | 736 | 663 | 589 | 515 | 442 | 368 | 295 | 221 | 147 | 74 |
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 Jonmichael Dolgetta?
The largest contributions to the portfolio's profits come from the following stocks: Nu Holdings Ltd - $2.07M, Amazon.com Inc - $1.93M, Parker-Hannifin Corporation - $1.6M, Vale S.A - $1.53M, and Stellantis N.V - $1.15M. 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: Enphase Energy, Inc - $1.4M, New Fortress Energy Inc - $1.38M, Taiwan Semiconductor Manufacturing Company Limited - $1.38M, Micron Technology, Inc - $964,612.66, and PayPal Holdings Inc - $964,198.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonmichael Dolgetta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.04M earned over time. The largest contributors to dividend income include Vale S.A - $461,740, Vodafone Group Public Limited Company American Depositary Receipt - $315,275, Royalty Pharma plc - $209,350, Citigroup Inc - $201,177.06, and Stellantis N.V - $147,300. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonmichael Dolgetta's monthly returns?
Jonmichael Dolgetta'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 Jonmichael Dolgetta's strategy be considered aggressive or moderate?
Jonmichael Dolgetta'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 Jonmichael Dolgetta's strategy?
Jonmichael Dolgetta's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
