JD
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:
19.87%
Gain +0.89%
Monthly
0.69%
Yearly
8.6%
Drawdown
13.15%
$2.56B
Equity
Holdings
$2.56B
Investment
$2.15B
$461.84M
Profit +$24.95M
Realized
$47.25M
Unrealized
$414.59M
Dividends
$77.53M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.89%
Profit
$24.95M
Win %
61%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$27.57M
Win %
61%
This Month
Compared to last month
Gain
-1.61%
Profit
-$41.82M
Win %
61%
This Year
Compared to last year
Gain
-0.23%
Profit
$5.25M
Win %
63%
MTZ MasTec, Inc. Common Stock
+6.36%
+$13,380.18 
STX Seagate Technology Holdings plc
+6.2%
+$65,741.01 
DELL Dell Technologies Inc.
+5.73%
+$993,792.4 
WSM Williams-Sonoma, Inc.
+5.69%
+$13,970.99 
GD General Dynamics Corporation
+5.39%
+$922,577.79 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$131,122.4 
AMGN Amgen Inc.
+5.28%
+$310,344.47 
TOL Toll Brothers Inc
+5.19%
+$12,756.14 
GLW Corning Incorporated
+5.08%
+$697,087.59 
AA Alcoa Corporation
+4.94%
+$11,109.96 
AVXC Avantis Emerging Markets Ex China ETF
+4.84%
+$788,767.72 
CAT Caterpillar Inc.
+4.66%
+$685,034.48 
BWA BorgWarner Inc.
+4.63%
+$12,936 
TSLA Tesla, Inc.
+4.41%
+$22,858.38 
SHW The Sherwin-Williams Company
+3.97%
+$19,831.01 
AVGO Broadcom Inc.
+3.96%
+$34,149.4 
ALLY Ally Financial Inc.
+3.94%
+$9,871.95 
HII Huntington Ingalls Industries Inc.
+3.92%
+$6,276.82 
SCHF Schwab International Equity ETF
+3.67%
+$11,639.46 
BC Brunswick Corporation
+3.61%
+$8,247.36 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$52,092.8 
RBLX Roblox Corporation
+3.3%
+$501,367.94 
C Citigroup Inc.
+3.19%
+$302,136.24 
EWL iShares MSCI Switzerland ETF
+3.04%
+$599,935.56 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$498,383.94 
VTWO Vanguard Russell 2000 ETF
+3%
+$43,940.16 
ARW Arrow Electronics Inc.
+2.85%
+$9,308.24 
MC Moelis & Company
+2.77%
+$11,464.45 
MS Morgan Stanley
+2.7%
+$245,508.84 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.62%
+$114,142.88 
GRMN Garmin Ltd.
+2.53%
+$475,515.56 
NVDA NVIDIA Corporation
+2.5%
+$1.01M 
IDV iShares International Select Dividend ETF
+2.41%
+$56,745.15 
BKNG Booking Holdings Inc.
+2.37%
+$824,067.87 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$2.41M 
HPE Hewlett Packard Enterprise Company
+2.19%
+$291,863.35 
LOW Lowe's Companies Inc.
+2.18%
+$107,998.32 
CIEN Ciena Corporation
+2.08%
+$5,082.66 
VYX NCR Voyix Corp
+2.08%
+$3,599.19 
CWB SPDR Bloomberg Convertible Securities ETF
+2.07%
+$13,218.78 
AVUS Avantis U.S. Equity ETF
+2.01%
+$381,320.77 
DIS The Walt Disney Company
+1.96%
+$180,126.9 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$401,960.8 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$26,196.8 
VO Vanguard Mid-Cap ETF
+1.84%
+$24,584.56 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$442,022.9 
AXP American Express Company
+1.79%
+$348,304.07 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$6,749.47 
VOO Vanguard S&P 500 ETF
+1.77%
+$4.01M 
MET MetLife Inc.
+1.74%
+$114,721.5 
MRK Merck & Co., Inc.
+1.66%
+$112,387.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.66%
+$84,572.36 
DON WisdomTree U.S. MidCap Dividend Fund
+1.55%
+$312,087.83 
JPM JPMorgan Chase & Co.
+1.52%
+$319,496.19 
TROW T. Rowe Price Group, Inc.
+1.49%
+$26,398.64 
AMZN Amazon.com Inc
+1.48%
+$1.11M 
AAPL Apple Inc.
+1.44%
+$1.1M 
RECS Columbia Research Enhanced Core ETF
+1.41%
+$318,546.6 
IBM International Business Machines Corporation
+1.38%
+$86,227.73 
YUM Yum! Brands, Inc.
+1.26%
+$66,221.54 
WTMF WisdomTree Managed Futures Strategy Fund
+1.25%
+$3,677.41 
ABNB Airbnb, Inc.
+1.22%
+$165,221.18 
CRDT Simplify Opportunistic Income ETF
+1.21%
+$2,501.52 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.19%
+$40,561.2 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.15%
+$31,967.31 
EPI WisdomTree India Earnings Fund
+1.15%
+$178,069.9 
UBER Uber Technologies, Inc.
+1.11%
+$282,877.87 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$42,051.35 
PSA Public Storage Common Stock
+0.98%
+$62,032.74 
MCD McDonald's Corporation
+0.97%
+$41,356.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$16,644.31 
APD Air Products and Chemicals, Inc.
+0.93%
+$52,205.88 
PFFD Global X U.S. Preferred ETF
+0.89%
+$18,731.13 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$92,492.77 
NSC Norfolk Southern Corporation
+0.71%
+$81,281.67 
CDX Simplify High Yield ETF
+0.64%
+$1,968.7 
MBB iShares MBS ETF
+0.62%
+$15,755.22 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.62%
+$19,261.5 
AVIG Avantis Core Fixed Income ETF
+0.6%
+$45,512.67 
VZ Verizon Communications Inc.
+0.6%
+$163,585.24 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$653,724.54 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$741,092.42 
PYLD PIMCO Multisector Bond Active ETF
+0.55%
+$121,748.82 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.55%
+$42,930.58 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.5%
+$77,281.16 
WFC Wells Fargo & Company
+0.46%
+$60,933.38 
FMF First Trust Managed Futures Strategy Fund
+0.46%
+$1,277.22 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$11,693.78 
KVUE Kenvue Inc.
+0.39%
+$20,460.45 
SCHP Schwab U.S. TIPS ETF
+0.38%
+$39,434.8 
GVI iShares Intermediate Government Bond ETF
+0.35%
+$8,080.87 
ABBV AbbVie Inc.
+0.33%
+$20,674.5 
AVSF Avantis Short-Term Fixed Income ETF
+0.32%
+$12,352.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$6,353.76 
MDT Medtronic plc
+0.29%
+$14,616.06 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$130,042.65 
JNJ Johnson & Johnson
+0.24%
+$20,142.31 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$503.3 
ENB Enbridge Inc.
+0.16%
+$85,717.26 
FTCA Franklin California Municipal Income ETF
+0.14%
+$119.36 
HGER Harbor Commodity All-Weather Fund
+0.13%
+$398.16 
GOOG Alphabet Inc
+0.13%
+$52,612.28 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$26,419.5 
BKLN Invesco Senior Loan ETF
+0.1%
+$17,594.46 
AEP American Electric Power Company, Inc.
+0.09%
+$5,188.59 
O Realty Income Corporation
+0.05%
+$151.02 
JLL Jones Lang LaSalle Inc.
+0.04%
+$184.99 
NCLO Nuveen AA-BBB CLO ETF
+0.04%
+$120.53 
PFFV Global X Variable Rate Preferred ETF
+0.02%
+$481.7 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1,866 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$543.31 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$386.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$827.6 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
COO
0%
$0 
DVN Devon Energy Corporation
-4.18%
-$10,177.05 
DAR Darling Ingredients Inc.
-2.73%
-$5,243.2 
INTU Intuit Inc.
-2.66%
-$218,332.8 
XOM Exxon Mobil Corporation
-2.63%
-$7,329.96 
CRM Salesforce Inc
-2.16%
-$238,316.42 
CVX Chevron Corporation
-1.94%
-$131,467.32 
PSX Phillips 66
-1.91%
-$146,306.16 
CTA Simplify Managed Futures Strategy ETF
-1.85%
-$3,822.66 
MSFT Microsoft Corp.
-1.83%
-$2.01M 
ADP Automatic Data Processing Inc.
-1.77%
-$52,722.03 
VDE Vanguard Energy ETF
-1.75%
-$4,815.62 
IQV IQVIA Holdings Inc.
-1.5%
-$487,914.54 
OKE ONEOK, Inc.
-1.36%
-$81,259.95 
PM Philip Morris International Inc.
-1.05%
-$337,916.16 
DXC Dxc Technology Co.
-0.96%
-$1,176.23 
KO The Coca-Cola Company
-0.96%
-$65,883.62 
V Visa Inc. Class A
-0.94%
-$366,734.84 
NFLX Netflix, Inc.
-0.9%
-$138,183.9 
COST Costco Wholesale Corporation
-0.83%
-$309,417.97 
SCHW Charles Schwab Corporation
-0.72%
-$96,296.32 
CB Chubb Limited
-0.7%
-$44,742.11 
SO The Southern Company
-0.44%
-$24,002.86 
BAH Booz Allen Hamilton Holding Corporation
-0.39%
-$1,311 
META Meta Platforms Inc Class A
-0.38%
-$290,086.94 
HLI Houlihan Lokey Inc.
-0.33%
-$1,023.3 
MA Mastercard Incorporated
-0.3%
-$177,502.15 
UNH UnitedHealth Group Incorporated
-0.27%
-$89,199.29 
WMT Walmart Inc.
-0.27%
-$71,497.92 
FISV Fiserv, Inc.
-0.26%
-$36,910.28 
MCK McKesson Corporation
-0.24%
-$22,000.55 
PG Procter & Gamble Co
-0.21%
-$38,588.55 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.18%
-$944.74 
CME CME Group Inc.
-0.16%
-$8,645.07 
GOOGL Alphabet Inc
-0.1%
-$158,962.61 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 865/1450 59% | Profit Factor 5.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.02M |
| Average Win $654,913.52 | Best Trade (Jun 10) $69.62M | Sharpe Ratio -10.79 |
| Average Loss -$178,904.31 | Worst Trade (Jun 11) -$13.08M | Z-Score 1.61 (89.3%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy $318,511.15 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
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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