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:
58.04%
Gain +0.4%
Monthly
0.9%
Yearly
11.4%
Drawdown
10.25%
$176.56M
Equity
Holdings
$176.56M
Investment
$140.05M
$86.12M
Profit +$772,136.62
Realized
$49.6M
Unrealized
$36.52M
Dividends
$5.85M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.4%
Profit
$772,136.62
Win %
84%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$1.51M
Win %
84%
This Month
Compared to last month
Gain
-1.03%
Profit
-$1.84M
Win %
84%
This Year
Compared to last year
Gain
6.96%
Profit
$8.95M
Win %
82%
AMD Advanced Micro Devices, Inc.
+4.75%
+$68,245.88 
GEV GE Vernova Inc.
+3.65%
+$18,227.01 
JEF Jefferies Financial Group Inc.
+3.32%
+$178,809.84 
AUR Aurora Innovation, Inc.
+2.68%
+$1,600 
YUMC Yum China Holdings Inc.
+2.46%
+$7,575.6 
AXP American Express Company
+2.18%
+$26,903.49 
PM Philip Morris International Inc.
+2.04%
+$26,253.12 
TECK Teck Resources Ltd.
+1.91%
+$10,758.83 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$2,118.54 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$41,571.03 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$58,999.59 
DEO Diageo plc Sponsored ADR
+0.87%
+$3,248.96 
MKL Markel Group Inc.
+0.87%
+$42,160 
GM General Motors Company
+0.79%
+$46,384 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$3,550 
GE General Electric Company
+0.75%
+$9,135.81 
MO Altria Group, Inc.
+0.71%
+$2,729.01 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$271,990.66 
YUM Yum! Brands, Inc.
+0.65%
+$10,747 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$7,483 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,284.07 
IVV iShares Core S&P 500 ETF
+0.58%
+$9,116.03 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$9,492.59 
GOOGL Alphabet Inc
+0.56%
+$59,224.3 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$79,540.8 
GOOG Alphabet Inc
+0.46%
+$17,303.64 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$1,416.38 
BN Brookfield Corporation
+0.4%
+$41,962.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$4,603.26 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$16,542.76 
XOM Exxon Mobil Corporation
+0.28%
+$9,092.98 
CB Chubb Limited
+0.1%
+$227.8 
MSFT Microsoft Corp.
+0.1%
+$13,248 
KO The Coca-Cola Company
+0.1%
+$246.96 
SGOL abrdn Physical Gold Shares ETF
+0.09%
+$5,054.56 
GLD SPDR Gold Shares
+0.06%
+$124.88 
ORCL Oracle Corporation
+0.05%
+$819.81 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$543.39 
BAM
0%
$0 
CNX
0%
$0 
L
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 568 | Longs Won 391/568 68% | Profit Factor 7.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $872,620.89 |
| Average Win $253,486.02 | Best Trade (Jun 12) $15.27M | Sharpe Ratio -12.16 |
| Average Loss -$73,415.57 | Worst Trade (Mar 31) -$2.37M | Z-Score 2.63 (99.13%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w | Expectancy $151,617.04 |
| 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% | 0.06% |
| Consecutive Losing Trades | 2,404 | 2,163 | 1,923 | 1,683 | 1,442 | 1,202 | 962 | 721 | 481 | 240 |
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