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:
36.29%
Gain -0.64%
Monthly
1.01%
Yearly
12.83%
Drawdown
15.02%
$2.64B
Equity
Holdings
$2.64B
Investment
$2.2B
$520.31M
Profit -$12.39M
Realized
$71.5M
Unrealized
$448.81M
Dividends
$90.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$12.39M
Win %
61%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$4.54M
Win %
61%
This Month
Compared to last month
Gain
2.27%
Profit
$58.77M
Win %
61%
This Year
Compared to last year
Gain
5.19%
Profit
$130.43M
Win %
63%
RHI Robert Half Inc.
+21.44%
+$55,469.2 
TTMI TTM Technologies, Inc.
+6.46%
+$6,678 
DVN Devon Energy Corporation
+4.66%
+$11,275.96 
HPE Hewlett Packard Enterprise Company
+3.88%
+$372,949.75 
OKE ONEOK, Inc.
+3.33%
+$297,265.49 
STLD Steel Dynamics, Inc.
+2.94%
+$6,502.27 
CVX Chevron Corporation
+2.86%
+$296,583.12 
DELL Dell Technologies Inc. Class C Common Stock
+2.23%
+$212,141.89 
CRDT Simplify Opportunistic Income ETF
+1.12%
+$2,048.87 
GLW Corning Incorporated
+1.12%
+$63,538.26 
HGER Harbor Commodity All-Weather Strategy ETF
+0.75%
+$2,509.65 
MSFT Microsoft Corporation Common Stock
+0.74%
+$1.07M 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.71%
+$3,773.38 
PSX Phillips 66
+0.62%
+$83,070.24 
SYK Stryker Corp.
+0.6%
+$48,297.62 
GRMN Garmin Ltd.
+0.57%
+$133,008.07 
CDX Simplify High Yield ETF
+0.54%
+$1,621.18 
QQQ Invesco QQQ Trust, Series 1
+0.48%
+$6,417.33 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.45%
+$19,178.38 
ARW Arrow Electronics Inc.
+0.41%
+$1,199.36 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.38%
+$7,876.4 
WTMF WisdomTree Managed Futures Strategy Fund
+0.32%
+$942.16 
TROW T. Rowe Price Group Inc.
+0.25%
+$4,402.32 
CIEN Ciena Corp.
+0.24%
+$403.47 
NVDA NVIDIA Corporation
+0.23%
+$126,602.88 
IDV iShares International Select Dividend ETF
+0.14%
+$3,128.22 
NCLO Nuveen AA-BBB CLO ETF
+0.12%
+$315.58 
DFNM Dimensional National Municipal Bond ETF
+0.1%
+$202.72 
MMIT NYLI MacKay Muni Intermediate ETF
+0.1%
+$267.03 
APD Air Products and Chemicals Inc.
+0.07%
+$6,823.35 
CME CME Group Inc. Class A Common Stock
+0.05%
+$5,464.63 
IBM International Business Machines Corporation
+0.04%
+$3,173.17 
ABBV AbbVie Inc.
+0.04%
+$4,129.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,360.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$348.03 
BILZ PIMCO Ultra Short Government Active ETF
+0.03%
+$1,216.15 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$2,786.62 
INMU iShares Intermediate Muni Income Active ETF
+0.02%
+$60.15 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$808.54 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$27.76 
IQV IQVIA Holdings Inc.
0%
+$1,823.32 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NVDL GraniteShares 2x Long NVDA Daily ETF
0%
$0 
CRDO Credo Technology Group Holding Ltd
-6.25%
-$10,170 
BC Brunswick Corporation
-4.17%
-$7,774.8 
BAH Booz Allen Hamilton Holding Corporation Class A Common Stock
-3.75%
-$12,201.2 
AXP American Express Company
-3.33%
-$734,909.32 
STRL Sterling Infrastructure, Inc.
-3.12%
-$5,809.99 
WSM Williams-Sonoma, Inc.
-2.94%
-$8,607.78 
FISV Fiserv, Inc.
-2.83%
-$403,731.36 
YUM Yum! Brands, Inc.
-2.83%
-$229,734.32 
MET MetLife, Inc.
-2.63%
-$271,431.8 
LOW Lowe's Companies, Inc.
-2.6%
-$196,095.2 
BKNG Booking Holdings Inc.
-2.44%
-$979,281.33 
BWA BorgWarner Inc.
-2.42%
-$4,922.7 
KVUE Kenvue Inc.
-2.26%
-$214,610.4 
KO The Coca-Cola Company
-2.19%
-$218,126.45 
CAT Caterpillar Inc.
-2.12%
-$151,892.89 
EPI WisdomTree India Earnings Fund
-2.1%
-$342,689.36 
NSC Norfolk Southern Corp.
-2.06%
-$291,959.97 
PG The Procter & Gamble Company
-2.02%
-$478,066.82 
INTU Intuit Inc.
-2%
-$188,979.09 
ICLR ICON plc
-1.96%
-$5,169.11 
VYX NCR Voyix Corporation
-1.85%
-$3,748.64 
MCD McDonald's Corporation
-1.8%
-$66,725.75 
MA Mastercard Inc. Class A Common Stock
-1.78%
-$1.31M 
CRM Salesforce, Inc.
-1.77%
-$411,298.92 
UBER Uber Technologies Inc.
-1.77%
-$438,518.02 
MRK Merck & Co., Inc.
-1.75%
-$186,893.7 
VZ Verizon Communications Inc.
-1.64%
-$509,327.2 
JNJ Johnson & Johnson
-1.62%
-$173,569.35 
OC Owens Corning
-1.6%
-$2,680.26 
CB Chubb Limited
-1.57%
-$145,173.55 
RBLX Roblox Corp. Class A Common Stock
-1.54%
-$380,745.9 
HLI Houlihan Lokey, Inc.
-1.49%
-$4,290.46 
DXC DXC Technology Company
-1.27%
-$2,720.14 
V Visa Inc. Class A
-1.24%
-$636,766.6 
MS Morgan Stanley Common Stock
-1.22%
-$94,570.62 
ABNB Airbnb Inc. Class A Common Stock
-1.1%
-$185,482.34 
ALLY Ally Financial Inc.
-1.02%
-$2,250.8 
SCHW The Charles Schwab Corporation
-0.98%
-$149,439.6 
COR Cencora Inc.
-0.95%
-$493,002.85 
COST Costco Wholesale Corp
-0.94%
-$348,766.12 
EWL iShares MSCI Switzerland ETF
-0.94%
-$199,678.8 
C Citigroup Inc.
-0.94%
-$75,505.88 
AEP American Electric Power Company, Inc.
-0.93%
-$75,292.25 
JPM JPMorgan Chase & Co.
-0.92%
-$238,464.4 
AMGN Amgen Inc. Common Stock
-0.88%
-$94,938.24 
WLY John Wiley & Sons, Inc. Class A
-0.87%
-$2,089.62 
PM Philip Morris International Inc.
-0.85%
-$334,750.05 
MOAT VanEck Morningstar Wide Moat ETF
-0.84%
-$32,781.33 
COO The Cooper Companies, Inc.
-0.81%
-$134,901.5 
MC Moelis & Company
-0.81%
-$2,587.68 
WMT Walmart Inc.
-0.75%
-$196,280.92 
NFLX Netflix Inc.
-0.63%
-$75,465.98 
GD General Dynamics Corp.
-0.61%
-$125,591.9 
O Realty Income Corp.
-0.6%
-$1,343.78 
SO The Southern Company
-0.6%
-$47,844.16 
ELV Elevance Health, Inc.
-0.55%
-$261,735.95 
ADP Automatic Data Processing Inc.
-0.55%
-$20,656.42 
ABM ABM Industries Incorporated
-0.52%
-$1,294.16 
TOL Toll Brothers, Inc.
-0.51%
-$1,210.75 
MTZ MasTec, Inc.
-0.51%
-$516.56 
IEFA iShares Core MSCI EAFE ETF
-0.5%
-$84,504.46 
DIS The Walt Disney Company
-0.47%
-$47,124.42 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.46%
-$13,697 
AMZN Amazon.com Inc
-0.45%
-$353,627.68 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$19,533.51 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.43%
-$12,968.13 
META Meta Platforms Inc Class A
-0.39%
-$342,737.53 
WFC Wells Fargo & Company
-0.39%
-$57,141.18 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.36%
-$5,258.97 
BRK-B Berkshire Hathaway Inc.
-0.35%
-$154,938.47 
VTWO Vanguard Russell 2000 ETF
-0.34%
-$4,962.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.33%
-$35,320.41 
DON WisdomTree U.S. MidCap Dividend Fund
-0.28%
-$59,678.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.28%
-$62,354.25 
PFFD Global X U.S. Preferred ETF
-0.26%
-$5,188.01 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.26%
-$55,413.58 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.25%
-$4,253.85 
RECS Columbia Research Enhanced Core ETF
-0.24%
-$58,712.94 
PSA Public Storage
-0.22%
-$17,448.12 
AVIG Avantis Core Fixed Income ETF
-0.2%
-$16,353.28 
GOOGL Alphabet Inc
-0.2%
-$277,981.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.19%
-$14,697.43 
PFFV Global X Variable Rate Preferred ETF
-0.19%
-$3,912.08 
BND Vanguard Total Bond Market ETF
-0.18%
-$218,416.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$215,918.24 
IWV iShares Russell 3000 ETF
-0.16%
-$41,588.11 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.16%
-$26,203.1 
UNH UnitedHealth Group Inc.
-0.15%
-$52,090.18 
VOO Vanguard S&P 500 ETF
-0.14%
-$325,175.56 
SPY State Street SPDR S&P 500 ETF Trust
-0.14%
-$1,161.84 
GOOG Alphabet Inc
-0.13%
-$53,747.41 
BKLN Invesco Senior Loan ETF
-0.12%
-$22,692.72 
MCK McKesson Corporation
-0.12%
-$13,791.26 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$3,112.29 
FMF First Trust Managed Futures Strategy Fund
-0.12%
-$311.28 
AVUS Avantis U.S. Equity ETF
-0.11%
-$21,310.12 
AVXC Avantis Emerging Markets ex-China Equity ETF
-0.1%
-$15,973.16 
AAPL Apple Inc.
-0.1%
-$81,815.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$2,071.5 
MBB iShares MBS ETF
-0.09%
-$2,271.71 
GVI iShares Intermediate Government/Credit Bond ETF
-0.09%
-$1,897.34 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$13,481.1 
AVSF Avantis Short-Term Fixed Income ETF
-0.08%
-$3,023.62 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$36,922.68 
CWB SPDR Bloomberg Convertible Securities ETF
-0.06%
-$387.92 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$114.91 
SHYD VanEck Short High Yield Muni ETF
-0.02%
-$47.73 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$2,086.93 Events
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Dividends
Dividend Analysis
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| Trades 1602 | Longs Won 960/1602 59% | Profit Factor 6.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.59M |
| Average Win $638,355.74 | Best Trade (Oct 21) $73.09M | Sharpe Ratio -11.36 |
| Average Loss -$144,096.03 | Worst Trade (Oct 14) -$13.81M | Z-Score 0.06 (4.41%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $324,788.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 234,496 | $46.99M | $81.57M | - | $34.58M | 73.59% | -0.1% |
| ABBV AbbVie Inc. | 37,545 | $7.6M | $10.71M | - | $3.11M | 40.89% | +0.039% |
| ABM ABM Industries Incorporated | 4,622 | $204,477 | $247,739.2 | - | $43,262.2 | 21.16% | -0.52% |
| ABNB Airbnb Inc. Class A Common Stock | 95,857 | $13.84M | $16.66M | - | $2.82M | 20.38% | -1.101% |
| ADP Automatic Data Processing Inc. | 12,259 | $3.21M | $3.75M | - | $543,013.67 | 16.91% | -0.547% |
| AEP American Electric Power Company, Inc. | 62,225 | $6.23M | $8.05M | - | $1.83M | 29.32% | -0.926% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.35M | $132.55M | $129.5M | - | -$3.06M | -2.3% | -0.166% |
| ALLY Ally Financial Inc. | 5,627 | $226,984.99 | $218,946.57 | - | -$8,038.42 | -3.54% | -1.018% |
| AMGN Amgen Inc. Common Stock | 24,096 | $7.38M | $10.68M | - | $3.3M | 44.74% | -0.881% |
| AMZN Amazon.com Inc | 315,739 | $61.12M | $78.7M | - | $17.59M | 28.78% | -0.447% |
| APD Air Products and Chemicals Inc. | 30,326 | $8.87M | $9.35M | - | $487,169.74 | 5.49% | +0.073% |
| ARW Arrow Electronics Inc. | 1,411 | $202,351.92 | $296,662.75 | - | $94,310.83 | 46.61% | +0.406% |
| AVIG Avantis Core Fixed Income ETF | 204,416 | $8.45M | $8.17M | - | -$278,451.74 | -3.3% | -0.2% |
| AVSF Avantis Short-Term Fixed Income ETF | 79,569 | $3.69M | $3.65M | - | -$48,209.79 | -1.31% | -0.083% |
| AVUS Avantis U.S. Equity ETF | 152,226 | $13.7M | $19.58M | - | $5.89M | 42.98% | -0.109% |
| AVUV Avantis U.S. Small Cap Value ETF | 11,601 | $1.09M | $1.42M | - | $328,095.28 | 30.15% | +0.025% |
| AVXC Avantis Emerging Markets ex-China Equity ETF | 201,427 | $10.75M | $15.46M | - | $4.71M | 43.86% | -0.103% |
| AXP American Express Company | 67,796 | $20.25M | $21.31M | - | $1.06M | 5.25% | -3.334% |
| BAH Booz Allen Hamilton Holding Corporation Class A Common Stock | 4,136 | $446,333.95 | $312,764.32 | - | -$133,569.63 | -29.93% | -3.755% |
| BC Brunswick Corporation | 2,728 | $202,527.07 | $178,520.32 | - | -$24,006.75 | -11.85% | -4.173% |
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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: Vanguard S&P 500 ETF - $14.76M, Alphabet Inc - $12.57M, Oracle Corporation - $11.44M, iShares Core U.S. Aggregate Bond ETF - $11.24M, and Corning Incorporated - $10.01M. 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 Corp - $3.68M, CVS Health Corporation Common Stock - $1.66M, CarMax Inc - $1.6M, LyondellBasell Industries N.V - $1M, and Intuit Inc - $663,190.93. 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 $90.92M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $11.18M, Vanguard Total Bond Market ETF - $6.75M, Vanguard S&P 500 ETF - $6.42M, Vanguard Short-Term Bond ETF - $2.63M, and Invesco Senior Loan ETF - $2.6M. 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.
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