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:
45.34%
Gain -1.21%
Monthly
1.02%
Yearly
12.94%
Drawdown
18.53%
$36.76M
Equity
Holdings
$36.76M
Investment
$32.58M
$33.72M
Profit -$463,646.39
Realized
$29.54M
Unrealized
$4.18M
Dividends
$3.84M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.21%
Profit
-$463,646.39
Win %
61%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$463,646.39
Win %
61%
This Month
Compared to last month
Gain
0.2%
Profit
$71,563.1
Win %
61%
This Year
Compared to last year
Gain
12.2%
Profit
$4M
Win %
61%
INTU Intuit Inc.
+5.58%
+$12,048.96 
CRM Salesforce Inc
+4.65%
+$57,567.37 
NFLX Netflix, Inc.
+3.82%
+$12,402.14 
KR Kroger Co.
+3.62%
+$13,977.16 
META Meta Platforms Inc Class A
+2.81%
+$46,357.1 
MSFT Microsoft Corp.
+2.27%
+$51,310.6 
SOFI SoFi Technologies, Inc.
+2.02%
+$19,250 
ABBV AbbVie Inc.
+1.74%
+$23,672.32 
CL Colgate-Palmolive Company
+1.6%
+$7,610.25 
VZ Verizon Communications Inc.
+1.44%
+$9,233.77 
CVS CVS Health Corporation
+1.07%
+$5,610.55 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$8,235.81 
V Visa Inc. Class A
+1.01%
+$4,869.47 
ABT Abbott Laboratories
+0.8%
+$2,779.15 
URI United Rentals, Inc.
+0.7%
+$3,693.04 
AAPL Apple Inc.
+0.47%
+$5,310.27 
SBUX Starbucks Corporation
+0.34%
+$1,728.9 
TJX The TJX Companies, Inc.
+0.16%
+$573.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$1,050 
CAH Cardinal Health Inc.
+0.07%
+$827.68 
SCHW Charles Schwab Corporation
+0.04%
+$192.2 
HPE Hewlett Packard Enterprise Company
-10.16%
-$230,800.87 
VST Vistra Corp
-5.04%
-$60,213.4 
AVGO Broadcom Inc.
-4.75%
-$104,094.34 
ORCL Oracle Corporation
-4.5%
-$51,113.5 
EQIX Equinix, Inc.
-4.01%
-$61,815.22 
TT Trane Technologies plc
-3.68%
-$24,091.39 
VG Venture Global Inc.
-3.39%
-$96,300 
NVDA NVIDIA Corporation
-2.85%
-$44,325.31 
WFC Wells Fargo & Company
-1.92%
-$8,900.55 
EQT EQT Corporation
-1.77%
-$7,375.68 
CSCO Cisco Systems, Inc.
-1.65%
-$18,894.65 
CMCSA Comcast Corp
-1.27%
-$12,247.11 
AMZN Amazon.com Inc
-1.21%
-$21,689.76 
XOM Exxon Mobil Corporation
-0.84%
-$7,032.25 
ADM Archer-Daniels-Midland Co
-0.35%
-$2,194.2 
OKE ONEOK, Inc.
-0.18%
-$1,046.35 Events
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Dividends
Dividend Analysis
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| Trades 548 | Longs Won 326/548 59% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $300,923.91 |
| Average Win $180,236.55 | Best Trade (Mar 30) $1.91M | Sharpe Ratio -8.74 |
| Average Loss -$112,788.57 | Worst Trade (Sep 30) -$2.45M | Z-Score -3.16 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 1d | Expectancy $61,529.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.53% |
| Consecutive Losing Trades | 326 | 293 | 261 | 228 | 196 | 163 | 130 | 98 | 65 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,404 | $599,139.33 | $1.14M | - | $537,217.99 | 89.66% | +0.47% |
| ABBV AbbVie Inc. | 5,284 | $1.21M | $1.38M | - | $174,953.4 | 14.49% | +1.742% |
| ABT Abbott Laboratories | 3,410 | $427,239 | $350,428.65 | - | -$76,810.35 | -17.98% | +0.799% |
| ADM Archer-Daniels-Midland Co | 7,314 | $420,482 | $632,075.88 | - | $211,593.88 | 50.32% | -0.346% |
| AMZN Amazon.com Inc | 7,008 | $1.5M | $1.78M | - | $279,259.44 | 18.64% | -1.205% |
| AVGO Broadcom Inc. | 6,052 | $2M | $2.09M | - | $90,053.76 | 4.51% | -4.752% |
| BRK-B Berkshire Hathaway Inc. | 1,551 | $825,865.04 | $799,819.68 | - | -$26,045.36 | -3.15% | +1.04% |
| CAH Cardinal Health Inc. | 5,173 | $1.06M | $1.21M | - | $151,983.29 | 14.31% | +0.068% |
| CL Colgate-Palmolive Company | 5,475 | $432,635 | $482,840.25 | - | $50,205.25 | 11.6% | +1.601% |
| CMCSA Comcast Corp | 38,272.22 | $1.34M | $952,212.91 | - | -$390,942.28 | -29.11% | -1.27% |
| CRM Salesforce Inc | 4,995 | $1.32M | $1.29M | - | -$28,296.23 | -2.14% | +4.652% |
| CSCO Cisco Systems, Inc. | 10,241 | $788,864 | $1.13M | - | $340,564.68 | 43.17% | -1.645% |
| CVS CVS Health Corporation | 5,555 | $440,845 | $531,446.85 | - | $90,601.85 | 20.55% | +1.067% |
| EQIX Equinix, Inc. | 1,486 | $1.14M | $1.48M | - | $341,722.7 | 30.01% | -4.009% |
| EQT EQT Corporation | 7,683 | $411,847.4 | $408,044.13 | - | -$3,803.27 | -0.92% | -1.775% |
| HPE Hewlett Packard Enterprise Company | 36,577 | $878,580 | $2.04M | - | $1.16M | 132.22% | -10.163% |
| INTU Intuit Inc. | 672 | $445,146 | $228,144 | - | -$217,002 | -48.75% | +5.576% |
| KR Kroger Co. | 6,593 | $411,931 | $399,601.73 | - | -$12,329.27 | -2.99% | +3.625% |
| META Meta Platforms Inc Class A | 2,545 | $1.68M | $1.7M | - | $12,989.76 | 0.77% | +2.811% |
| MSFT Microsoft Corp. | 4,565 | $1.91M | $2.31M | - | $402,577.06 | 21.06% | +2.268% |
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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, SPDR S&P 500 ETF Trust - $1.97M, Amazon.com Inc - $1.93M, Vale S.A - $1.82M, and Truist Financial Corporation - $1.63M. 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 - $1.33M, Intel Corporation - $1.22M, and Marvell Technology, Inc - $976,400. 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 $3.84M earned over time. The largest contributors to dividend income include Vale S.A - $461,740, Royalty Pharma plc - $209,350, Citigroup Inc - $201,177.06, Stellantis N.V - $147,300, and iShares MSCI Emerging Markets Minimum Volatility Factor ETF - $119,085. 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.
