JE
John Ervin Portfolio
Invests via Ervin Investment Management LLC | Managed by John Ervin, Daniel Ervin
Invests via Ervin Investment Management LLC
Managed by John Ervin, Daniel Ervin
Automatically Tracked
John Ervin Profile
With a career steeped in technology and entrepreneurship, John Ervin stands out as a visionary leader in the digital transformation landscape. He co-founded several startups focused on innovative solutions that bridge the gap between emerging technologies and consumer needs. His extensive background includes guiding teams through pivotal growth phases while addressing complex market challenges. As an advocate for sustainable business practices, he has successfully driven initiatives that promote responsible tech development. This blend of operating experience and entrepreneurial insight positions him as a thought leader at the intersection of technology and investment.
With a career steeped in technology and entrepreneurship, John Ervin stands out as a visionary leader in the digital transformation landscape. He co-founded several startups focused on innovative solutions that bridge the gap between emerging technologies and consumer needs. His extensive background includes guiding teams through pivotal growth phases while addressing complex market challenges. As an advocate for sustainable business practices, he has successfully driven initiatives that promote responsible tech development. This blend of operating experience and entrepreneurial insight positions him as a thought leader at the intersection of technology and investment.
Investment Philosophy & Strategy
Growth opportunities within the technology sector fuel John Ervin's investment philosophy. With a strong foundation in entrepreneurship, he emphasizes identifying scalable startups that address market demands through innovative solutions. His approach involves leveraging technological advancements to foster competitive advantages and enhance operational efficiencies. By closely monitoring industry trends, he strategically positions investments in transformative businesses that align with his vision for sustainable growth. This forward-thinking mindset not only prioritizes profitability but also seeks to contribute positively to societal challenges through responsible tech development.
Growth opportunities within the technology sector fuel John Ervin's investment philosophy. With a strong foundation in entrepreneurship, he emphasizes identifying scalable startups that address market demands through innovative solutions. His approach involves leveraging technological advancements to foster competitive advantages and enhance operational efficiencies. By closely monitoring industry trends, he strategically positions investments in transformative businesses that align with his vision for sustainable growth. This forward-thinking mindset not only prioritizes profitability but also seeks to contribute positively to societal challenges through responsible tech development.
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:
76.28%
Gain +0.53%
Monthly
1.15%
Yearly
14.79%
Drawdown
13.45%
$183.29M
Equity
Holdings
$183.29M
Investment
$147.09M
$90.14M
Profit +$900,052.03
Realized
$53.94M
Unrealized
$36.2M
Dividends
$6.24M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.53%
Profit
$900,052.03
Win %
83%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$672,792.65
Win %
83%
This Month
Compared to last month
Gain
0.34%
Profit
$614,934.38
Win %
83%
This Year
Compared to last year
Gain
0.34%
Profit
$614,934.38
Win %
82%
AMD Advanced Micro Devices, Inc.
+4.07%
+$55,293.17 
GEV GE Vernova Inc.
+2.28%
+$13,260.47 
MSFT Microsoft Corp.
+2.08%
+$272,835.72 
AUR Aurora Innovation, Inc.
+1.81%
+$1,100 
GOOG Alphabet Inc
+1.61%
+$54,661.68 
GOOGL Alphabet Inc
+1.53%
+$147,104.32 
MELI MercadoLibre, Inc.
+1.42%
+$29,560.29 
AMZN Amazon.com Inc
+1.24%
+$7,478.52 
XOM Exxon Mobil Corporation
+1.01%
+$29,877.68 
SIVR abrdn Physical Silver Shares ETF
+0.96%
+$3,621 
DEO Diageo plc Sponsored ADR
+0.87%
+$3,066.73 
MKL Markel Group Inc.
+0.7%
+$37,384.5 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$1,632.53 
JEF Jefferies Financial Group Inc.
+0.39%
+$19,818.27 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$4,517.04 
SPEM SPDR Portfolio Emerging Markets ETF
+0.23%
+$10,767.91 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$81,984.24 
L Loews Corporation
+0.2%
+$17,540.78 
YUMC Yum China Holdings Inc.
+0.19%
+$559.3 
VOO Vanguard S&P 500 ETF
+0.18%
+$739.2 
IVV iShares Core S&P 500 ETF
+0.17%
+$2,591.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$928.74 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.17%
+$25,283.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$1,802.68 
MO Altria Group, Inc.
+0.12%
+$432.09 
CB Chubb Limited
+0.09%
+$262.5 
KO The Coca-Cola Company
+0.08%
+$200.66 
BAM
0%
$0 
ORCL Oracle Corporation
-2.48%
-$27,897.69 
AAPL Apple Inc.
-2.33%
-$379,269.51 
GE General Electric Company
-2.15%
-$27,480.77 
BN Brookfield Corporation
-1.99%
-$202,142.76 
BA Boeing Company
-1.43%
-$6,155.35 
SFM Sprouts Farmers Market, Inc.
-1.2%
-$2,576.21 
CNX CNX Resources Corporation
-0.9%
-$3,090 
GM General Motors Company
-0.61%
-$33,161.47 
TECK Teck Resources Ltd.
-0.56%
-$2,695.44 
ASML ASML Holding N.V. New York Registry Shares
-0.52%
-$22,520.39 
AXP American Express Company
-0.5%
-$6,173.79 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.41%
-$28,410.24 
YUM Yum! Brands, Inc.
-0.35%
-$5,159.44 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$18,679.05 
PM Philip Morris International Inc.
-0.2%
-$2,472.77 
SGOL abrdn Physical Gold Shares ETF
-0.2%
-$11,482.87 
VSGX Vanguard ESG International Stock ETF
-0.1%
-$362.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.08%
-$947.73 
GEHC GE HealthCare Technologies Inc.
-0.05%
-$94.86 Events
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Dividends
Dividend Analysis
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| Trades 604 | Longs Won 420/604 69% | Profit Factor 7.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $858,221.1 |
| Average Win $246,196.39 | Best Trade (Jul 27) $15.27M | Sharpe Ratio -92.95 |
| Average Loss -$72,106.08 | Worst Trade (Mar 31) -$2.37M | Z-Score 5.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $149,230.19 |
| 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% | 0.04% |
| Consecutive Losing Trades | 2,545 | 2,290 | 2,036 | 1,781 | 1,527 | 1,272 | 1,018 | 763 | 509 | 254 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John Ervin?
The largest contributions to the portfolio's profits come from the following stocks: ASML Holding N.V. New York Registry Shares - $8.46M, Brookfield Corporation - $6.06M, Alphabet Inc - $5.85M, Apple Inc - $5.73M, and Microsoft Corp - $4.96M. 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: Freshpet Inc - $1.78M, iShares Core S&P 500 ETF - $1.66M, Xplr Infrastructure Partners L.P - $1.31M, Diageo plc Sponsored ADR - $629,660.98, and Brookfield Renewable Partners L.P - $406,488.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Ervin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.24M earned over time. The largest contributors to dividend income include Jefferies Financial Group Inc - $674,718.62, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $587,737.84, Microsoft Corp - $519,782.52, Pioneer Natural Resources Co - $456,770.04, and SPDR Portfolio Developed World ex-US ETF - $452,315.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Ervin's monthly returns?
John Ervin's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can John Ervin's strategy be considered aggressive or moderate?
John Ervin's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John Ervin's strategy?
John Ervin'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.
