Jesper Bonnivier Portfolio
Invests via Avanza Fonder AB | Managed by Maria Wärn
Invests via Avanza Fonder AB
Managed by Maria Wärn
Automatically Tracked
Jesper Bonnivier Profile
Veteran operator and early-stage investor focused on scaling European technology companies, with a background spanning product leadership, go-to-market execution and board roles. Jesper Bonnivier specialises in seed–Series B investments in SaaS, fintech and marketplace models, typically taking active board or chair positions to drive commercial scaling and fundraising. Known for sourcing cross-border growth opportunities and advising management teams on exit preparation and institutional capital strategies.
Veteran operator and early-stage investor focused on scaling European technology companies, with a background spanning product leadership, go-to-market execution and board roles. Jesper Bonnivier specialises in seed–Series B investments in SaaS, fintech and marketplace models, typically taking active board or chair positions to drive commercial scaling and fundraising. Known for sourcing cross-border growth opportunities and advising management teams on exit preparation and institutional capital strategies.
Investment Philosophy & Strategy
Veteran operator-turned-angel/VC investor focused on scaling European technology companies. Prioritises seed–Series B stakes in SaaS, fintech and marketplace models, blending product-led go-to-market playbooks with hands-on board or chair engagement to accelerate commercialization and fundraising. Capital allocation favors cross-border winners with defensible unit economics; horizon is growth-to-exit with active governance, milestone-driven tranches, and tight control of dilution and capital efficiency.
Veteran operator-turned-angel/VC investor focused on scaling European technology companies. Prioritises seed–Series B stakes in SaaS, fintech and marketplace models, blending product-led go-to-market playbooks with hands-on board or chair engagement to accelerate commercialization and fundraising. Capital allocation favors cross-border winners with defensible unit economics; horizon is growth-to-exit with active governance, milestone-driven tranches, and tight control of dilution and capital efficiency.
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:
27.91%
Gain -0.9%
Monthly
1.24%
Yearly
15.9%
Drawdown
19.74%
$4.64B
Equity
Holdings
$4.64B
Investment
$3.79B
$896.71M
Profit -$36.02M
Realized
$53.33M
Unrealized
$843.39M
Dividends
$65.34M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$36.02M
Win %
62%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$42.71M
Win %
62%
This Month
Compared to last month
Gain
-0.77%
Profit
-$36.02M
Win %
62%
This Year
Compared to last year
Gain
2.02%
Profit
$92.23M
Win %
59%
AMZN Amazon.com Inc
+15.32%
+$30.46M 
DXCM DexCom, Inc.
+11.95%
+$297,709.83 
GTES Gates Industrial Corporation plc
+8.53%
+$14,115.2 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$570,121.39 
GOOG Alphabet Inc
+6.88%
+$8.4M 
GOOGL Alphabet Inc
+6.73%
+$10.24M 
WY Weyerhaeuser Company
+6.51%
+$14,669.65 
VRT Vertiv Holdings Co
+6.18%
+$885,285.03 
GIL Gildan Activewear Inc.
+5.49%
+$36,866.88 
ANET Arista Networks, Inc.
+5.46%
+$964,722.62 
FTNT Fortinet Inc.
+4.99%
+$353,530.1 
APO Apollo Global Management, Inc.
+4.44%
+$199,107.24 
NEOG Neogen Corporation
+4.42%
+$4,934.25 
SNPS Synopsys, Inc.
+4.41%
+$196,585.19 
LPLA LPL Financial Holdings Inc.
+4.28%
+$116,864.79 
ZM Zoom Video Communications, Inc.
+4.06%
+$67,803.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$47,187.1 
ONT Onterris, Inc.
+3.81%
+$3,619 
MDB MongoDB Inc.
+3.56%
+$60,668.05 
FFIV F5 Inc.
+3.56%
+$82,450.18 
FERG Ferguson Enterprises Inc
+3.52%
+$429,861.95 
TWLO Twilio Inc.
+3.36%
+$30,364.22 
TT Trane Technologies plc
+3.33%
+$319,996.93 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$279,747.58 
META Meta Platforms Inc Class A
+3.28%
+$3.02M 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$149,107.01 
ARES Ares Management Corporation
+3.2%
+$54,063.41 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$418,894.08 
MSFT Microsoft Corp.
+3.02%
+$7.84M 
LITE Lumentum Holdings Inc.
+2.99%
+$18,547.21 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$28,060.72 
NVDA NVIDIA Corporation
+2.93%
+$9.11M 
VRRM Verra Mobility Corporation
+2.92%
+$678.75 
P Everpure Inc.
+2.81%
+$10,256.72 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$55,265.3 
ERII Energy Recovery Inc.
+2.61%
+$690.14 
NTAP NetApp, Inc.
+2.6%
+$74,304.28 
MTD Mettler-Toledo International Inc.
+2.58%
+$36,046.96 
FSLR First Solar, Inc.
+2.44%
+$75,721.75 
SMCI Super Micro Computer Inc
+2.42%
+$14,936.98 
MRVL Marvell Technology, Inc.
+2.32%
+$205,046.58 
ORLY O'Reilly Automotive Inc.
+2.28%
+$179,941.77 
CNC Centene Corporation
+2.27%
+$27,604.14 
FAST Fastenal Co.
+2.25%
+$223,977.6 
GLW Corning Incorporated
+2.24%
+$251,268.81 
WDC Western Digital Corporation
+2.21%
+$268,793.38 
CDNS Cadence Design Systems, Inc.
+2.16%
+$134,697.21 
CSCO Cisco Systems, Inc.
+2.14%
+$1.06M 
JBL Jabil Inc.
+2.12%
+$8,867.74 
PSA Public Storage Common Stock
+2.12%
+$97,856.64 
CHTR Charter Communications Inc
+2.1%
+$28,956.66 
KEYS Keysight Technologies, Inc.
+2.04%
+$125,333.21 
GWW W.W. Grainger, Inc.
+1.97%
+$129,025.61 
JCI Johnson Controls International plc
+1.93%
+$163,475.12 
ROK Rockwell Automation, Inc.
+1.93%
+$29,305.1 
ZS Zscaler Inc.
+1.89%
+$18,211.61 
PANW Palo Alto Networks, Inc.
+1.89%
+$338,459.1 
FIX Comfort Systems USA, Inc.
+1.88%
+$218,586.34 
TSCO Tractor Supply Company
+1.85%
+$9,747.36 
CRM Salesforce Inc
+1.83%
+$215,027.14 
ORCL Oracle Corporation
+1.81%
+$249,449.97 
VTR Ventas Inc.
+1.73%
+$98,172.96 
HCA HCA Healthcare Inc.
+1.72%
+$1,883.6 
CINF Cincinnati Financial Corporation
+1.69%
+$50,430.08 
ENTG Entegris, Inc.
+1.66%
+$16,542.41 
ZTS Zoetis Inc.
+1.66%
+$65,764.49 
FLEX Flex Ltd.
+1.64%
+$17,067.84 
J Jacobs Solutions Inc.
+1.64%
+$122,423.88 
CPNG Coupang Inc.
+1.62%
+$31,141.24 
HPE Hewlett Packard Enterprise Company
+1.61%
+$85,785 
ACN Accenture plc Class A
+1.61%
+$139,411.57 
BSX Boston Scientific Corporation
+1.59%
+$130,813.81 
CDW CDW Corporation
+1.55%
+$21,624.75 
HPQ HP Inc.
+1.53%
+$40,643.3 
VZ Verizon Communications Inc.
+1.52%
+$253,900.5 
STN Stantec Inc.
+1.51%
+$25,855.2 
CVNA Carvana Co.
+1.5%
+$59,480.76 
CG The Carlyle Group Inc.
+1.46%
+$17,395.62 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$15,666.26 
WDAY Workday Inc.
+1.41%
+$34,776.85 
KLAC KLA Corporation
+1.38%
+$312,043.07 
CIEN Ciena Corporation
+1.34%
+$8,884.29 
CAH Cardinal Health Inc.
+1.3%
+$7,275.66 
FTV Fortive Corporation
+1.25%
+$13,012.98 
CMCSA Comcast Corp
+1.23%
+$93,134.08 
VRSN Verisign Inc.
+1.2%
+$9,212.32 
WFC Wells Fargo & Company
+1.19%
+$10,160.22 
BN Brookfield Corporation
+1.19%
+$80,099.66 
AMAT Applied Materials, Inc.
+1.18%
+$464,939.28 
RMD ResMed Inc.
+1.16%
+$624.36 
CHD Church & Dwight Co., Inc.
+1.16%
+$37,808.67 
ITW Illinois Tool Works Inc.
+1.15%
+$194,067.25 
MSI Motorola Solutions, Inc.
+1.14%
+$104,412.26 
VEEV Veeva Systems Inc.
+1.1%
+$13,779.54 
NOW ServiceNow, Inc.
+1.05%
+$88,186.68 
ADBE Adobe Inc.
+1.01%
+$77,248.07 
URI United Rentals, Inc.
+0.99%
+$60,835.55 
ADP Automatic Data Processing Inc.
+0.98%
+$82,157.07 
ALRM Alarm.com Holdings Inc.
+0.98%
+$1,478.17 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$34,554.3 
SCHW Charles Schwab Corporation
+0.87%
+$129,571.26 
IBM International Business Machines Corporation
+0.86%
+$128,362.12 
GEV GE Vernova Inc.
+0.85%
+$44,973.72 
MCD McDonald's Corporation
+0.82%
+$1,947.01 
ESS Essex Property Trust, Inc.
+0.81%
+$17,608.59 
AEE Ameren Corporation
+0.79%
+$1,030.28 
TSLA Tesla, Inc.
+0.76%
+$609,176.92 
STT State Street Corp
+0.73%
+$35,202.88 
ROP Roper Technologies Inc.
+0.7%
+$3,995.68 
BMY Bristol-Myers Squibb Company
+0.69%
+$94,878 
CARR Carrier Global Corporation
+0.68%
+$274.26 
OSIS Osi Systems Inc.
+0.67%
+$477.75 
WCN Waste Connections Inc.
+0.67%
+$38,610.24 
DOW Dow Inc.
+0.67%
+$9,870.2 
PTC PTC Inc.
+0.66%
+$8,258.4 
PLTR Palantir Technologies Inc.
+0.65%
+$8,686.38 
SYY Sysco Corporation
+0.63%
+$32,302.44 
EXPE Expedia Group, Inc.
+0.62%
+$11,987.63 
TER Teradyne, Inc.
+0.6%
+$37,985.37 
RJF Raymond James Financial Inc.
+0.58%
+$4,837.9 
TFII TFI International Inc.
+0.54%
+$12,537.26 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$58,266.92 
EXC Exelon Corporation
+0.53%
+$29,209.2 
STX Seagate Technology Holdings plc
+0.52%
+$64,480.64 
GM General Motors Company
+0.52%
+$687.7 
MBLY Mobileye Global Inc.
+0.51%
+$294.76 
AXON Axon Enterprise, Inc.
+0.47%
+$51,502.98 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$35,855.29 
BMO Bank of Montreal
+0.47%
+$42,713.46 
KKR KKR & Co. Inc.
+0.45%
+$21,866.4 
PAYX Paychex Inc.
+0.44%
+$12,183.9 
EBAY eBay Inc.
+0.43%
+$20,730.02 
WST West Pharmaceutical Services, Inc.
+0.4%
+$8,208.98 
PFE Pfizer Inc.
+0.4%
+$63,475.6 
AVGO Broadcom Inc.
+0.37%
+$402,396.48 
PG Procter & Gamble Co
+0.37%
+$160,263.52 
OTIS Otis Worldwide Corporation
+0.36%
+$15,757.56 
BAC Bank of America Corporation
+0.36%
+$121,877.14 
SNA Snap-on Inc.
+0.33%
+$15,236.21 
RF Regions Financial Corporation
+0.32%
+$8,519.3 
AZO AutoZone Inc.
+0.32%
+$18,769.38 
MRK Merck & Co., Inc.
+0.32%
+$123,008.74 
DOV Dover Corporation
+0.27%
+$9,821.32 
JPM JPMorgan Chase & Co.
+0.27%
+$91,840.82 
AMP Ameriprise Financial, Inc.
+0.25%
+$12,192.39 
NRG NRG Energy, Inc.
+0.24%
+$2,314.17 
CM Canadian Imperial Bank of Commerce
+0.24%
+$19,048.4 
SLF Sun Life Financial Inc.
+0.22%
+$7,716.42 
CME CME Group Inc.
+0.21%
+$21,470.57 
SO The Southern Company
+0.21%
+$2,059.2 
JNJ Johnson & Johnson
+0.21%
+$140,351.95 
CMI Cummins Inc.
+0.19%
+$292.81 
INTU Intuit Inc.
+0.18%
+$12,228.93 
USB U.S. Bancorp
+0.17%
+$14,293.95 
T AT&T Inc.
+0.17%
+$27,263.92 
MS Morgan Stanley
+0.17%
+$34,143.31 
INVH Invitation Homes Inc.
+0.17%
+$1,772.95 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$13,839.64 
CB Chubb Limited
+0.15%
+$16,561.44 
DELL Dell Technologies Inc.
+0.14%
+$18,818.8 
TD The Toronto-Dominion Bank
+0.13%
+$658.72 
EA Electronic Arts Inc.
+0.13%
+$5,167.53 
XYL Xylem Inc.
+0.13%
+$3,493.35 
DTE DTE Energy Company
+0.12%
+$938.91 
BDX Becton, Dickinson and Company
+0.1%
+$4,730.08 
ISRG Intuitive Surgical, Inc.
+0.1%
+$15,316.13 
C Citigroup Inc.
+0.1%
+$17,177.4 
NUE Nucor Corporation
+0.1%
+$352 
WM Waste Management, Inc.
+0.1%
+$10,154.32 
AFL Aflac Inc.
+0.09%
+$5,549.76 
WMT Walmart Inc.
+0.09%
+$43,974.48 
ABT Abbott Laboratories
+0.09%
+$16,997.31 
EWBC East West Bancorp Inc.
+0.07%
+$1,486.8 
AEP American Electric Power Company, Inc.
+0.06%
+$72.8 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,397.34 
DIS The Walt Disney Company
+0.03%
+$4,326.63 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$15.96 
ILMN Illumina, Inc.
+0.01%
+$78.89 
NTCXF Natcore Technology Inc.
0%
$0 BAM
BAM
0%
$0 G200
G2004J103
0%
$0 
RBLX Roblox Corporation
-26.85%
-$604,330.66 
CTVA Corteva Inc.
-11.9%
-$154,177.52 
TU TELUS Corporation
-11.23%
-$36,762.22 
COIN Coinbase Global, Inc.
-10.59%
-$55,164.23 
AAPL Apple Inc.
-7.35%
-$27.33M 
EIX Edison International
-6.81%
-$192,397.2 
NXPI NXP Semiconductors N.V.
-6.53%
-$440,144 
SYK Stryker Corporation
-6.42%
-$943,172.42 
TROW T. Rowe Price Group, Inc.
-6.31%
-$1,634.01 
CLS Celestica Inc.
-6%
-$34,897.5 
LIN Linde plc
-5.95%
-$1.77M 
MU Micron Technology, Inc.
-5.9%
-$5.17M 
IP International Paper Company
-5.38%
-$37,108.4 
LYV Live Nation Entertainment, Inc.
-5.14%
-$114,649.94 
SNDK SanDisk Corporation
-5.09%
-$52,950.69 
MSTR Strategy Inc.
-4.56%
-$9,464.12 
TSN Tyson Foods Inc.
-4.43%
-$10,606.67 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$3,815.79 
SHOP Shopify Inc.
-4.29%
-$15,923.25 
TYL Tyler Technologies Inc.
-4.24%
-$59,515.07 
WPM Wheaton Precious Metals Corp.
-3.84%
-$284,590.12 
AEM Agnico Eagle Mines Limited
-3.63%
-$376,295.16 
TECK Teck Resources Ltd.
-3.6%
-$91,588.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$142,040.6 
SW Smurfit WestRock PLC
-3.26%
-$9,098.5 
LOPE Grand Canyon Education Inc.
-3.19%
-$3,094.34 
GPN Global Payments Inc.
-3.18%
-$131,944.46 
ES Eversource Energy
-3.05%
-$110,504.25 
CI The Cigna Group
-2.99%
-$108,055.65 
INSM Insmed Inc.
-2.85%
-$1,286.05 
INCY Incyte Corporation
-2.82%
-$2,179.16 
IBKR Interactive Brokers Group Inc.
-2.75%
-$30,111.57 
MLM Martin Marietta Materials, Inc.
-2.75%
-$129,475.09 
AJG Arthur J. Gallagher & Co.
-2.75%
-$170,318.48 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$27,809.32 
VRSK Verisk Analytics Inc.
-2.75%
-$88,847 
CVCO Cavco Industries Inc.
-2.73%
-$2,659.01 
EQIX Equinix, Inc.
-2.7%
-$233,684 
FIS Fidelity National Information Services, Inc.
-2.67%
-$71,118.6 
LGCY Legacy Education Inc.
-2.64%
-$2,271.36 
QCOM QUALCOMM Incorporated
-2.63%
-$537,829.41 
WLDN Willdan Group, Inc.
-2.59%
-$4,469.92 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$10,040.47 
ON ON Semiconductor Corporation
-2.54%
-$13,050.51 
ABBV AbbVie Inc.
-2.51%
-$21,538.63 
ICE Intercontinental Exchange, Inc.
-2.42%
-$192,164.37 
DLR Digital Realty Trust, Inc.
-2.42%
-$189,508.6 
BIIB Biogen Inc.
-2.4%
-$58,564.68 
FWONA Liberty Media Corporation
-2.37%
-$3,769.22 
YUM Yum! Brands, Inc.
-2.37%
-$40,897.68 
TRAK ReposiTrak, Inc.
-2.31%
-$1,530.6 
NVR NVR, Inc.
-2.25%
-$42,205.85 
KGC Kinross Gold Corporation
-2.2%
-$94,537.04 
NEM Newmont Corporation
-2.14%
-$322,132.9 
CCJ Cameco Corporation
-2.1%
-$85,882.55 
PAAS Pan American Silver Corp.
-2.09%
-$18,877.46 
CPAY Corpay, Inc.
-2.05%
-$17,165.45 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$64,921.5 
KHC The Kraft Heinz Company
-2.01%
-$5,025.46 
AGI Alamos Gold Inc.
-2.01%
-$7,487.52 
LH Labcorp Holdings Inc.
-2.01%
-$1,930.65 
NFLX Netflix, Inc.
-2%
-$547,869.38 
EFX Equifax Inc.
-1.99%
-$64,089.09 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$10,177.7 
AWK American Water Works Company, Inc.
-1.93%
-$210,587.52 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1.62M 
NWSA News Corporation
-1.89%
-$26,581.09 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$41,457.9 
PCYO Pure Cycle Corporation
-1.87%
-$6,714.2 
IRM Iron Mountain Inc.
-1.86%
-$66,693.04 
PLMR Palomar Holdings Inc.
-1.84%
-$3,255.48 
GIS General Mills, Inc.
-1.84%
-$37,106.61 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$55,991.53 
SHIM Shimmick Corporation
-1.82%
-$2,968.98 
UAL United Airlines Holdings, Inc.
-1.8%
-$87,913.29 
MGA Magna International Inc.
-1.79%
-$421.25 
SYF Synchrony Financial
-1.79%
-$54,360.96 
CBRE CBRE Group Inc.
-1.77%
-$93,139.9 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,879.89 
PHM PulteGroup Inc.
-1.76%
-$43,770.33 
DHI D.R. Horton, Inc.
-1.7%
-$76,893.63 
UNH UnitedHealth Group Incorporated
-1.68%
-$428,131.53 
LEN Lennar Corporation
-1.67%
-$40,530 
NWS News Corporation
-1.67%
-$3,896.56 
ADM Archer-Daniels-Midland Co
-1.66%
-$2,749.68 
AON Aon plc
-1.64%
-$114,121.52 
DRI Darden Restaurants, Inc.
-1.64%
-$1,250.91 
SQ Block, Inc.
-1.64%
-$13,713.3 
SNOW Snowflake Inc.
-1.62%
-$151,613.41 
LRCX Lam Research Corporation
-1.58%
-$619,917.35 
CYRX Cryoport Inc.
-1.57%
-$4,028.4 
NLY Annaly Capital Management, Inc.
-1.56%
-$22,901.76 
NET Cloudflare Inc.
-1.56%
-$15,095.43 
CPRT Copart Inc.
-1.52%
-$53,680.5 
FICO Fair Isaac Corporation
-1.45%
-$6,213.78 
KDP Keurig Dr Pepper Inc.
-1.43%
-$66,359.25 
NI NiSource Inc.
-1.42%
-$1,703.68 
LUV Southwest Airlines Co.
-1.38%
-$43,947.54 
NKE Nike, Inc. - Class B
-1.37%
-$89,296.22 
PPG PPG Industries Inc.
-1.35%
-$46,666.52 
CLH Clean Harbors Inc.
-1.35%
-$2,280.17 
DD DuPont de Nemours, Inc.
-1.32%
-$33,719.84 
MNST Monster Beverage Corporation
-1.3%
-$17,804.13 
LEN-B Lennar Corporation
-1.3%
-$1,053.64 
FCX Freeport-McMoRan Inc.
-1.28%
-$124,477.56 
GRMN Garmin Ltd.
-1.27%
-$14,386.28 
GWRS Global Water Resources Inc.
-1.24%
-$583.02 
SCCO Southern Copper Corporation
-1.24%
-$31,134.7 
HSY The Hershey Company
-1.23%
-$46,362 
MDLZ Mondelez International, Inc.
-1.22%
-$123,267.31 
STE STERIS plc
-1.22%
-$876.73 
F Ford Motor Company
-1.21%
-$1,592.82 
TJX The TJX Companies, Inc.
-1.21%
-$224,408.43 
IQV IQVIA Holdings Inc.
-1.17%
-$21,173.77 
SHW The Sherwin-Williams Company
-1.16%
-$9,372.49 
AVB AvalonBay Communities, Inc.
-1.16%
-$32,196.29 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$34,915.44 
NEE NextEra Energy, Inc.
-1.15%
-$28,270.91 
WRB W.R. Berkley Corporation
-1.15%
-$28,658.28 
OMC Omnicom Group Inc.
-1.14%
-$25,055.03 
DE Deere & Company
-1.13%
-$178,839.74 
RCL Royal Caribbean Group
-1.13%
-$75,282.69 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$58,345.68 
PKG Packaging Corporation of America
-1.12%
-$26,351.55 
IR Ingersoll Rand Inc.
-1.11%
-$2,595.34 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$773.53 
TXN Texas Instruments Inc
-1.08%
-$13,182.39 
LOW Lowe's Companies Inc.
-1.08%
-$119,996.85 
PLD Prologis Inc.
-1.08%
-$128,833.2 
MCK McKesson Corporation
-1.08%
-$87,570.81 
DLTR Dollar Tree, Inc.
-1.06%
-$36,758.35 
CTAS Cintas Corporation
-1.04%
-$126,225.5 
CRH CRH plc
-1.03%
-$81,026.39 
INTC Intel Corporation
-1.02%
-$39,764.01 
NDAQ Nasdaq, Inc.
-1.02%
-$39,691.43 
KO The Coca-Cola Company
-1.02%
-$438,771.6 
FOXA Fox Corporation
-1%
-$8,946.17 
RPRX Royalty Pharma plc
-1%
-$972.91 
EQR Equity Residential
-1%
-$26,127.99 
BURL Burlington Stores Inc.
-1%
-$14,576.55 
UPS United Parcel Service, Inc.
-1%
-$105,445.2 
ROL Rollins, Inc.
-0.99%
-$8,082.98 
PPL PPL Corporation
-0.98%
-$1,194.55 
VMC Vulcan Materials Company
-0.98%
-$48,793.88 
EW Edwards Lifesciences Corporation
-0.98%
-$56,349.9 
SOFI SoFi Technologies, Inc.
-0.97%
-$4,639.2 
MET MetLife Inc.
-0.97%
-$44,133.94 
MCHP Microchip Technology Incorporated
-0.96%
-$4,137.13 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$129,710.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$79,744.68 
MAS Masco Corporation
-0.87%
-$24,299.73 
PGR Progressive Corporation
-0.87%
-$93,344.1 
O Realty Income Corporation
-0.87%
-$7,516.32 
TRMB Trimble Inc.
-0.84%
-$12,113.31 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$7,907.43 
FE FirstEnergy Corp.
-0.82%
-$7,729.6 
GILD Gilead Sciences Inc.
-0.81%
-$152,626.58 
PCAR PACCAR Inc.
-0.81%
-$1,074.6 
MCO Moody's Corporation
-0.81%
-$52,481.02 
D Dominion Energy, Inc.
-0.8%
-$9,282 
KMB Kimberly-Clark Corporation
-0.8%
-$41,028.24 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$26,440.09 
WAT Waters Corporation
-0.79%
-$16,113.06 
FOX Fox Corporation Class B Common Stock
-0.76%
-$3,559.2 
HUM Humana Inc.
-0.76%
-$7,702.83 
PYPL PayPal Holdings Inc
-0.76%
-$44,018.04 
SUI Sun Communities Inc.
-0.76%
-$6,558.8 
ULTA Ulta Beauty Inc.
-0.76%
-$16,321.33 
CVS CVS Health Corporation
-0.75%
-$61,706.11 
SPGI S&P Global Inc.
-0.74%
-$77,127.86 
ED Consolidated Edison, Inc.
-0.74%
-$7,510.32 
MA Mastercard Incorporated
-0.74%
-$292,991.03 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$13,403.6 
CEVA Ceva Inc.
-0.73%
-$506.88 
BLK BlackRock, Inc.
-0.73%
-$106,373.27 
TRI Thomson Reuters Corp.
-0.71%
-$15,418.2 
MAR Marriott International Inc. - Class A
-0.71%
-$45,127.19 
DASH DoorDash, Inc.
-0.69%
-$47,708.88 
RCI Rogers Communications Inc.
-0.68%
-$8,001.31 
DUK Duke Energy Corporation
-0.67%
-$7,154.28 
BRO Brown & Brown Inc.
-0.66%
-$14,165.33 
WPC W. P. Carey Inc.
-0.65%
-$13,978.14 
MMS Maximus Inc.
-0.64%
-$565.5 
AMGN Amgen Inc.
-0.64%
-$156,265.43 
BE Bloom Energy Corporation
-0.63%
-$23,158.18 
GS The Goldman Sachs Group, Inc.
-0.63%
-$154,716.24 
AMT American Tower Corporation
-0.63%
-$4,853.24 
EME EMCOR Group, Inc.
-0.62%
-$22,289.33 
MSCI MSCI Inc.
-0.61%
-$25,315.5 
DHR Danaher Corporation
-0.61%
-$52,532.55 
ACGL Arch Capital Group Ltd
-0.6%
-$22,718.23 
ROST Ross Stores, Inc.
-0.59%
-$50,848.6 
DAR Darling Ingredients Inc.
-0.59%
-$510.48 
WEC WEC Energy Group Inc.
-0.57%
-$714.42 
VLTO Veralto Corporation
-0.57%
-$34,580.52 
SBUX Starbucks Corporation
-0.57%
-$52,576.8 
PRU Prudential Financial, Inc.
-0.56%
-$24,432.14 
GXO GXO Logistics Inc.
-0.56%
-$660.52 
DGX Quest Diagnostics Inc.
-0.55%
-$6,291.36 
COF Capital One Financial Corporation
-0.54%
-$61,411.28 
LLY Eli Lilly and Company
-0.53%
-$187,541.22 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$7,330.8 
LULU lululemon athletica inc.
-0.51%
-$11,124.57 
SBAC SBA Communications Corporation
-0.51%
-$11,195.36 
WELL Welltower Inc.
-0.51%
-$97,759.69 
STLD Steel Dynamics Inc.
-0.49%
-$1,661.61 
ALL Allstate Corporation
-0.49%
-$33,402.53 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$26,542.42 
SPG Simon Property Group, Inc.
-0.46%
-$30,430.8 
WSO Watsco Inc.
-0.46%
-$20,380.65 
PEP PepsiCo, Inc.
-0.46%
-$114,137.6 
TRV The Travelers Companies, Inc.
-0.43%
-$32,345.72 
TEL TE Connectivity plc
-0.43%
-$34,120.82 
QSR Restaurant Brands International Inc.
-0.43%
-$3,155.55 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$67,592.37 
HD The Home Depot, Inc.
-0.42%
-$163,922.28 
MELI MercadoLibre, Inc.
-0.41%
-$30,933.4 
AIG American International Group Inc.
-0.39%
-$15,738.7 
ETR Entergy Corporation
-0.38%
-$527.67 
AXP American Express Company
-0.38%
-$58,645.6 
HQY HealthEquity Inc.
-0.38%
-$1,318.22 
LII Lennox International Inc.
-0.38%
-$11,690.29 
FDX FedEx Corporation
-0.37%
-$42,065.85 
MDT Medtronic plc
-0.37%
-$40,517.12 
GPC Genuine Parts Company
-0.37%
-$7,268.46 
RSG Republic Services, Inc.
-0.37%
-$20,396.22 
ABNB Airbnb, Inc.
-0.37%
-$15,788.14 
KVUE Kenvue Inc.
-0.36%
-$19,038.39 
TMUS T-Mobile US, Inc.
-0.36%
-$25,574.44 
DG Dollar General Corporation
-0.35%
-$9,283.44 
ADSK Autodesk, Inc.
-0.33%
-$19,859.84 
CL Colgate-Palmolive Company
-0.33%
-$33,159.6 
IFF International Flavors & Fragrances Inc.
-0.33%
-$11,276.72 
TFC Truist Financial Corporation
-0.33%
-$19,833.7 
CEG Constellation Energy Corporation
-0.31%
-$2,381.4 
POWL Powell Industries Inc.
-0.3%
-$172.98 
RY Royal Bank of Canada
-0.29%
-$59,353.97 
VST Vistra Corp
-0.29%
-$332.39 
EVRG Evergy Inc.
-0.29%
-$641.75 
MTB M&T Bank Corporation
-0.29%
-$11,848.65 
COR Cencora, Inc.
-0.28%
-$1,924.2 
CCI Crown Castle Inc.
-0.27%
-$7,430.64 
CNP CenterPoint Energy Inc.
-0.26%
-$2,544.94 
LAUR Laureate Education Inc.
-0.26%
-$219 
BX Blackstone Inc.
-0.25%
-$18,833.05 
MFC Manulife Financial Corporation
-0.25%
-$15,925.58 
A Agilent Technologies Inc.
-0.24%
-$10,142.84 
RBA Rb Global Inc.
-0.24%
-$2,450.27 
HUBB Hubbell Inc.
-0.24%
-$13,990.2 
FISV Fiserv, Inc.
-0.24%
-$1,262.82 
COST Costco Wholesale Corporation
-0.24%
-$1,972.17 
HBAN Huntington Bancshares Incorporated
-0.23%
-$7,083.1 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$14,879.21 
PFG Principal Financial Group, Inc.
-0.22%
-$5,407.5 
KR Kroger Co.
-0.21%
-$8,629.68 
MKL Markel Group Inc.
-0.2%
-$1,550.94 
BKNG Booking Holdings Inc.
-0.18%
-$19,516.13 
NTRS Northern Trust Corporation
-0.17%
-$6,116.29 
FITB Fifth Third Bancorp
-0.16%
-$5,945.76 
LNT Alliant Energy Corporation
-0.15%
-$187.22 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$8,433.81 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$897.1 
ELV Elevance Health, Inc.
-0.15%
-$8,333.77 
GIB CGI Inc.
-0.12%
-$1,196.01 
GFL GFL Environmental Inc.
-0.12%
-$2,193.25 
KIM Kimco Realty Corporation
-0.12%
-$2,481.3 
EXR Extra Space Storage Inc.
-0.12%
-$3,554.38 
CFG Citizens Financial Group, Inc.
-0.11%
-$3,630.4 
BCE BCE Inc.
-0.09%
-$953.66 
KEY KeyCorp
-0.09%
-$1,941.1 
BNS Bank of Nova Scotia
-0.08%
-$6,745.83 
HOOD Robinhood Markets, Inc.
-0.05%
-$260.56 
CAE CAE Inc.
-0.04%
-$1,806.09 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$1,186.44 
V Visa Inc. Class A
-0.04%
-$20,819.17 
TGT Target Corporation
-0.01%
-$851.69 
UBER Uber Technologies, Inc.
-0.01%
-$28.05 Events
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Dividends
Dividend Analysis
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| Trades 2245 | Longs Won 1240/2245 55% | Profit Factor 4.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.88M |
| Average Win $919,527.66 | Best Trade (Aug 28) $119.42M | Sharpe Ratio -85.06 |
| Average Loss -$242,290.95 | Worst Trade (Aug 02) -$14.38M | Z-Score 6.07 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $399,426.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 29,831 | $4M | $4.13M | - | $123,305.33 | 3.08% | -0.245% |
| AAPL Apple Inc. | 1.11M | $280.86M | $344.3M | - | $63.44M | 22.59% | -7.354% |
| ABBV AbbVie Inc. | 3,329 | $760,643.1 | $835,379.26 | - | $74,736.16 | 9.83% | -2.513% |
| ABNB Airbnb, Inc. | 28,193 | $3.65M | $4.27M | - | $624,913.15 | 17.14% | -0.368% |
| ABT Abbott Laboratories | 188,859 | $21.8M | $19.96M | - | -$1.84M | -8.43% | +0.085% |
| ACGL Arch Capital Group Ltd | 37,243 | $3.6M | $3.74M | - | $139,203.44 | 3.86% | -0.603% |
| ACN Accenture plc Class A | 53,008 | $15.13M | $8.8M | - | -$6.33M | -41.86% | +1.611% |
| ADBE Adobe Inc. | 30,776 | $12.72M | $7.71M | - | -$5.02M | -39.43% | +1.013% |
| ADM Archer-Daniels-Midland Co | 2,052 | $120,614.07 | $162,662.04 | - | $42,047.97 | 34.86% | -1.662% |
| ADP Automatic Data Processing Inc. | 31,721 | $9.23M | $8.45M | - | -$781,726.61 | -8.47% | +0.982% |
| ADSK Autodesk, Inc. | 25,792 | $7.31M | $6.04M | - | -$1.27M | -17.41% | -0.328% |
| AEE Ameren Corporation | 1,198 | $120,718.35 | $131,312.78 | - | $10,594.43 | 8.78% | +0.791% |
| AEM Agnico Eagle Mines Limited | 68,667 | $8.01M | $9.98M | - | $1.96M | 24.52% | -3.635% |
| AEP American Electric Power Company, Inc. | 1,040 | $121,498.98 | $132,964 | - | $11,465.02 | 9.44% | +0.055% |
| AFL Aflac Inc. | 46,248 | $4.91M | $5.9M | - | $985,110.87 | 20.06% | +0.094% |
| AGI Alamos Gold Inc. | 13,136 | $405,639.68 | $365,574.88 | - | -$40,064.8 | -9.88% | -2.007% |
| AIG American International Group Inc. | 50,770 | $3.82M | $3.99M | - | $166,346.13 | 4.35% | -0.393% |
| AJG Arthur J. Gallagher & Co. | 24,193 | $6.82M | $6.03M | - | -$788,762.83 | -11.56% | -2.745% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,089 | $1.48M | $1.27M | - | -$208,459.7 | -14.07% | +3.851% |
| ALL Allstate Corporation | 25,694 | $5.16M | $6.79M | - | $1.63M | 31.57% | -0.49% |
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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 Jesper Bonnivier?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $43.96M, Apple Inc - $11.28M, Tesla, Inc - $3.95M, GE Vernova Inc - $2.84M, and Roblox Corporation - $2.64M. 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: HubSpot, Inc - $1.76M, Berkshire Hathaway Inc - $1.65M, Deckers Outdoor Corporation - $1.54M, Atlassian Corporation Class A - $1.46M, and ServiceNow, Inc - $1.42M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jesper Bonnivier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $65.34M earned over time. The largest contributors to dividend income include Microsoft Corp - $2.63M, Apple Inc - $2.34M, Johnson & Johnson - $1.93M, Procter & Gamble Co - $1.92M, and Pfizer Inc - $1.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jesper Bonnivier's monthly returns?
Jesper Bonnivier'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 Jesper Bonnivier's strategy be considered aggressive or moderate?
Jesper Bonnivier'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 Jesper Bonnivier's strategy?
Jesper Bonnivier's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
