John DeMarco Portfolio
Invests via Trajan Wealth LLC | Managed by David Busch, Udayan Mitra
Invests via Trajan Wealth LLC
Managed by David Busch, Udayan Mitra
Automatically Tracked
John DeMarco Profile
With a career anchored in venture capital and entrepreneurship, John DeMarco stands out as a significant figure in technology innovation. His background includes co-founding several successful startups, driving growth and fostering creative solutions across diverse markets. As an operating executive, he has navigated the complex landscape of tech commercialization, effectively translating visionary concepts into viable business models. Notably engaged with early-stage companies, his insights into market trends position him as a valuable contributor to strategic development discussions. John's impact on shaping investment narratives within the technology sector is substantial.
With a career anchored in venture capital and entrepreneurship, John DeMarco stands out as a significant figure in technology innovation. His background includes co-founding several successful startups, driving growth and fostering creative solutions across diverse markets. As an operating executive, he has navigated the complex landscape of tech commercialization, effectively translating visionary concepts into viable business models. Notably engaged with early-stage companies, his insights into market trends position him as a valuable contributor to strategic development discussions. John's impact on shaping investment narratives within the technology sector is substantial.
Investment Philosophy & Strategy
Growth opportunities in the technology landscape guide decision-making for John DeMarco. Drawing from his extensive experience in venture capital and entrepreneurship, he strategically identifies early-stage companies poised for disruption. Emphasizing innovation as a driving force, there is a focus on cultivating startups that address emerging market demands with scalable solutions. His expertise lies not only in recognizing potential but also in transforming concepts into actionable strategies that enhance business viability and investor appeal. Through active engagement with entrepreneurs, he seeks to unlock value by aligning operational execution with long-term growth objectives.
Growth opportunities in the technology landscape guide decision-making for John DeMarco. Drawing from his extensive experience in venture capital and entrepreneurship, he strategically identifies early-stage companies poised for disruption. Emphasizing innovation as a driving force, there is a focus on cultivating startups that address emerging market demands with scalable solutions. His expertise lies not only in recognizing potential but also in transforming concepts into actionable strategies that enhance business viability and investor appeal. Through active engagement with entrepreneurs, he seeks to unlock value by aligning operational execution with long-term growth objectives.
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:
26.1%
Gain -2.15%
Monthly
0.84%
Yearly
10.55%
Drawdown
15%
$2.42B
Equity
Holdings
$2.42B
Investment
$2.08B
$378.03M
Profit -$39.48M
Realized
$36.69M
Unrealized
$341.34M
Dividends
$81.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.15%
Profit
-$39.48M
Win %
62%
This Week
Compared To Last Week
Gain
-1.88%
Profit
-$46.39M
Win %
62%
This Month
Compared to last month
Gain
-0.56%
Profit
-$13.49M
Win %
62%
This Year
Compared to last year
Gain
7.09%
Profit
$160.14M
Win %
63%
RBLX Roblox Corporation
+3.1%
+$585,539.2 
ELV Elevance Health, Inc.
+2.46%
+$943,776.24 
MSFT Microsoft Corp.
+2.15%
+$2.34M 
MTZ MasTec, Inc. Common Stock
+2.14%
+$4,423.49 
FISV Fiserv, Inc.
+2.07%
+$283,302.6 
AVGO Broadcom Inc.
+1.98%
+$16,987.86 
STX Seagate Technology Holdings plc
+1.88%
+$19,227 
CRM Salesforce Inc
+1.76%
+$193,491 
GOOG Alphabet Inc
+1.52%
+$600,479.25 
GOOGL Alphabet Inc
+1.5%
+$2.34M 
CIEN Ciena Corporation
+1.24%
+$2,603.04 
CVX Chevron Corporation
+1.21%
+$80,519.64 
AMZN Amazon.com Inc
+1.12%
+$866,833.2 
SCHW Charles Schwab Corporation
+1.07%
+$164,004.67 
PSX Phillips 66
+0.95%
+$82,759.04 
INTU Intuit Inc.
+0.94%
+$78,842.69 
CTA Simplify Managed Futures Strategy ETF
+0.83%
+$1,592.78 
MA Mastercard Incorporated
+0.72%
+$464,604.62 
XOM Exxon Mobil Corporation
+0.7%
+$1,923.19 
KO The Coca-Cola Company
+0.67%
+$45,013.65 
V Visa Inc. Class A
+0.67%
+$291,694.35 
DAR Darling Ingredients Inc.
+0.63%
+$1,310.8 
GD General Dynamics Corporation
+0.53%
+$97,932.9 
VDE Vanguard Energy ETF
+0.46%
+$1,256.25 
HII Huntington Ingalls Industries Inc.
+0.37%
+$548.46 
APD Air Products and Chemicals, Inc.
+0.35%
+$21,004.59 
CWB SPDR Bloomberg Convertible Securities ETF
+0.3%
+$1,914.87 
WTMF WisdomTree Managed Futures Strategy Fund
+0.29%
+$873.84 
KVUE Kenvue Inc.
+0.24%
+$13,152.96 
NVDA NVIDIA Corporation
+0.23%
+$94,945.78 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.19%
+$1,030.62 
MDT Medtronic plc
+0.16%
+$8,085.48 
IBM International Business Machines Corporation
+0.14%
+$6,898.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$6,007.52 
NCLO Nuveen AA-BBB CLO ETF
+0.12%
+$325.75 
CB Chubb Limited
+0.11%
+$7,505.16 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$1,627.9 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$26,419.5 
HGER Harbor Commodity All-Weather Fund
+0.09%
+$298.62 
FMF First Trust Managed Futures Strategy Fund
+0.09%
+$244.57 
OKE ONEOK, Inc.
+0.06%
+$3,963.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$3,454.18 
CME CME Group Inc.
+0.02%
+$1,249.92 
PFFV Global X Variable Rate Preferred ETF
+0.02%
+$481.7 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$772.87 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$814.97 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1,231.56 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
DELL Dell Technologies Inc.
-3.66%
-$680,654.04 
TSLA Tesla, Inc.
-2.97%
-$15,356.7 
HPE Hewlett Packard Enterprise Company
-2.71%
-$364,609.19 
TOL Toll Brothers Inc
-2.51%
-$6,700.7 
MRK Merck & Co., Inc.
-2.42%
-$175,391.49 
SHW The Sherwin-Williams Company
-2.35%
-$12,766.11 
WSM Williams-Sonoma, Inc.
-2.23%
-$6,041.83 
AAPL Apple Inc.
-2.14%
-$1.87M 
MS Morgan Stanley
-2.1%
-$199,310.5 
NFLX Netflix, Inc.
-2%
-$257,694.3 
GRMN Garmin Ltd.
-1.93%
-$390,636.84 
LOW Lowe's Companies Inc.
-1.91%
-$91,409.6 
WMT Walmart Inc.
-1.79%
-$455,799.24 
CAT Caterpillar Inc.
-1.76%
-$266,898.58 
JNJ Johnson & Johnson
-1.66%
-$148,066.57 
BC Brunswick Corporation
-1.64%
-$3,833.28 
DXC Dxc Technology Co.
-1.53%
-$2,006.51 
NSC Norfolk Southern Corporation
-1.51%
-$191,048.34 
JLL Jones Lang LaSalle Inc.
-1.44%
-$6,787.71 
VYX NCR Voyix Corp
-1.4%
-$2,854.53 
WFC Wells Fargo & Company
-1.33%
-$186,808.92 
BWA BorgWarner Inc.
-1.33%
-$3,253.6 
EWL iShares MSCI Switzerland ETF
-1.3%
-$264,487.72 
DIS The Walt Disney Company
-1.26%
-$114,795.9 
COR Cencora, Inc.
-1.24%
-$582,684.63 
BKNG Booking Holdings Inc.
-1.23%
-$482,962.25 
MCK McKesson Corporation
-1.22%
-$121,179.5 
BAH Booz Allen Hamilton Holding Corporation
-1.14%
-$3,233.8 
IQV IQVIA Holdings Inc.
-1.12%
-$411,342.23 
AA Alcoa Corporation
-1.11%
-$1,680.21 
MET MetLife Inc.
-1.05%
-$75,716.19 
UNH UnitedHealth Group Incorporated
-0.99%
-$343,825.84 
AXP American Express Company
-0.97%
-$213,387.26 
GLW Corning Incorporated
-0.89%
-$111,893.38 
SO The Southern Company
-0.84%
-$46,835.2 
AEP American Electric Power Company, Inc.
-0.82%
-$51,414.21 
O Realty Income Corporation
-0.81%
-$2,693.19 
IDV iShares International Select Dividend ETF
-0.8%
-$18,644.74 
PSA Public Storage Common Stock
-0.79%
-$48,615 
TROW T. Rowe Price Group, Inc.
-0.73%
-$14,368.88 
ABNB Airbnb, Inc.
-0.71%
-$109,098.07 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$117,420.3 
MC Moelis & Company
-0.65%
-$2,726.68 
JPM JPMorgan Chase & Co.
-0.65%
-$150,551.83 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.63%
-$17,385.73 
AVUV Avantis U.S. Small Cap Value ETF
-0.63%
-$9,239.05 
DON WisdomTree U.S. MidCap Dividend Fund
-0.61%
-$127,755.25 
VTWO Vanguard Russell 2000 ETF
-0.61%
-$9,250.56 
AMGN Amgen Inc.
-0.58%
-$36,879.52 
PG Procter & Gamble Co
-0.56%
-$104,561.52 
SCHF Schwab International Equity ETF
-0.56%
-$1,781.55 
COST Costco Wholesale Corporation
-0.54%
-$190,961.55 
AVXC Avantis Emerging Markets Ex China ETF
-0.54%
-$86,605.26 
C Citigroup Inc.
-0.48%
-$43,973.59 
CDX Simplify High Yield ETF
-0.48%
-$1,458.3 
BKLN Invesco Senior Loan ETF
-0.46%
-$83,573.68 
ARW Arrow Electronics Inc.
-0.46%
-$1,425.04 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.43%
-$13,804.08 
PFFD Global X U.S. Preferred ETF
-0.43%
-$9,081.76 
ABBV AbbVie Inc.
-0.41%
-$29,082.13 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$41,950.28 
VO Vanguard Mid-Cap ETF
-0.39%
-$5,329.52 
UBER Uber Technologies, Inc.
-0.37%
-$99,839.25 
CRDT Simplify Opportunistic Income ETF
-0.34%
-$714.72 
RECS Columbia Research Enhanced Core ETF
-0.34%
-$79,636.65 
YUM Yum! Brands, Inc.
-0.34%
-$17,335.5 
EPI WisdomTree India Earnings Fund
-0.32%
-$50,609.34 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$13,762.26 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.32%
-$70,343.14 
AVIG Avantis Core Fixed Income ETF
-0.28%
-$21,363.09 
AVUS Avantis U.S. Equity ETF
-0.26%
-$49,870.93 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$62,723.38 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$280,167.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$314,800.32 
ALLY Ally Financial Inc.
-0.24%
-$658.13 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$23,660.88 
MBB iShares MBS ETF
-0.22%
-$5,655.72 
VZ Verizon Communications Inc.
-0.22%
-$55,502.14 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$5,094.32 
GVI iShares Intermediate Government Bond ETF
-0.17%
-$3,986.57 
VOO Vanguard S&P 500 ETF
-0.17%
-$396,520.26 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$652.49 
COO The Cooper Companies, Inc.
-0.17%
-$29,356.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$2,975.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$7,742.54 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$29,387.65 
PM Philip Morris International Inc.
-0.13%
-$44,879.49 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$2,873.2 
DVN Devon Energy Corporation
-0.11%
-$260.95 
HLI Houlihan Lokey Inc.
-0.11%
-$341.1 
MOAT VanEck Morningstar Wide Moat Fund
-0.09%
-$3,042.09 
FTCA Franklin California Municipal Income ETF
-0.08%
-$72.81 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$37,643.93 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$1,434.72 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$121.48 
MCD McDonald's Corporation
-0.03%
-$1,212.07 
META Meta Platforms Inc Class A
-0.03%
-$21,193.76 
ADP Automatic Data Processing Inc.
-0.01%
-$321.48 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 857/1450 59% | Profit Factor 4.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.59M |
| Average Win $570,421.1 | Best Trade (Jul 22) $69.55M | Sharpe Ratio -11.42 |
| Average Loss -$186,880.08 | Worst Trade (Jul 24) -$13.34M | Z-Score 2.47 (98.67%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $260,711.03 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for John DeMarco?
The largest contributions to the portfolio's profits come from the following stocks: Oracle Corporation - $11.44M, Vanguard S&P 500 ETF - $10.62M, iShares Core U.S. Aggregate Bond ETF - $10.32M, Alphabet Inc - $9.15M, and Vanguard Total Bond Market Index Fund - $5.88M. 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: Target Corporation - $3.68M, CVS Health Corporation - $1.66M, CarMax Inc - $1.6M, LyondellBasell Industries N.V - $1M, and The Interpublic Group of Companies, Inc - $508,178.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John DeMarco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $81.11M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $10.26M, Vanguard Total Bond Market Index Fund - $5.88M, Vanguard S&P 500 ETF - $5.78M, Invesco Senior Loan ETF - $2.39M, and Vanguard Short-Term Bond ETF - $2.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John DeMarco's monthly returns?
John DeMarco'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 John DeMarco's strategy be considered aggressive or moderate?
John DeMarco'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 John DeMarco's strategy?
John DeMarco'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.
