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:
80.38%
Gain +0.24%
Monthly
1.18%
Yearly
15.09%
Drawdown
13.47%
$188.67M
Equity
Holdings
$188.67M
Investment
$147.09M
$95.29M
Profit +$431,486.57
Realized
$53.71M
Unrealized
$41.58M
Dividends
$6.37M
Goals
Avg. 83% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$431,486.57
Win %
87%
This Week
Compared To Last Week
Gain
0.14%
Profit
$262,374.5
Win %
87%
This Month
Compared to last month
Gain
-0.21%
Profit
-$392,017.92
Win %
87%
This Year
Compared to last year
Gain
3.28%
Profit
$5.99M
Win %
84%
AMD Advanced Micro Devices, Inc.
+4.69%
+$58,663.4 
ASML ASML Holding N.V. New York Registry Shares
+4.17%
+$171,656.31 
ORCL Oracle Corporation
+3.11%
+$42,693.27 
SFM Sprouts Farmers Market, Inc.
+2.87%
+$6,426.37 
JEF Jefferies Financial Group Inc.
+1.79%
+$89,412.66 
GE General Electric Company
+1.09%
+$13,355.16 
BA Boeing Company
+0.83%
+$3,488.7 
SPEM SPDR Portfolio Emerging Markets ETF
+0.81%
+$40,262.62 
VSGX Vanguard ESG International Stock ETF
+0.64%
+$2,422.48 
GM General Motors Company
+0.62%
+$38,510.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.5%
+$5,957.16 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.41%
+$25,909.89 
TECK Teck Resources Ltd.
+0.41%
+$2,434.6 
AUR Aurora Innovation, Inc.
+0.32%
+$200 
QQQ Invesco QQQ Trust, Series 1
+0.18%
+$446.34 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.05%
+$3,426.36 
GEV GE Vernova Inc.
+0.01%
+$60.5 BAM
BAM
0%
$0 
AAPL Apple Inc.
-2.51%
-$402,730 
MSFT Microsoft Corp.
-2.04%
-$347,548.68 
PM Philip Morris International Inc.
-1.96%
-$23,692.76 
CB Chubb Limited
-1.91%
-$5,827.5 
XOM Exxon Mobil Corporation
-1.7%
-$55,143 
DEO Diageo plc Sponsored ADR
-1.64%
-$6,259.49 
GEHC GE HealthCare Technologies Inc.
-1.23%
-$2,719.32 
YUM Yum! Brands, Inc.
-1.2%
-$18,157.26 
SIVR abrdn Physical Silver Shares ETF
-1.19%
-$5,396 
GOOGL Alphabet Inc
-1.17%
-$111,788.16 
GOOG Alphabet Inc
-1.11%
-$36,930.92 
AXP American Express Company
-1.11%
-$12,766.08 
MKL Markel Group Inc.
-0.88%
-$44,080.86 
MO Altria Group, Inc.
-0.88%
-$2,928.61 
SGOL abrdn Physical Gold Shares ETF
-0.84%
-$55,117.8 
KO The Coca-Cola Company
-0.83%
-$2,284.38 
CNX CNX Resources Corporation
-0.74%
-$2,884 
L Loews Corporation
-0.67%
-$57,689.66 
MELI MercadoLibre, Inc.
-0.64%
-$14,624.64 
IVV iShares Core S&P 500 ETF
-0.43%
-$6,665.86 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$165,545.1 
VOO Vanguard S&P 500 ETF
-0.4%
-$1,737.1 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$57,309.04 
ESGV Vanguard ESG U.S. Stock ETF
-0.35%
-$6,638.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,916.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$4,219.05 
BN Brookfield Corporation
-0.27%
-$25,558.28 
YUMC Yum China Holdings Inc.
-0.21%
-$592.2 
AMZN Amazon.com Inc
-0.15%
-$950.04 Events
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Dividends
Dividend Analysis
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| Trades 604 | Longs Won 426/604 70% | Profit Factor 7.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $904,166.35 |
| Average Win $256,113.89 | Best Trade (Aug 10) $17.36M | Sharpe Ratio -22.53 |
| Average Loss -$77,627.81 | Worst Trade (Mar 31) -$2.37M | Z-Score 3.18 (99.85%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1d | Expectancy $157,759.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 2,433 | 2,190 | 1,946 | 1,703 | 1,460 | 1,217 | 973 | 730 | 487 | 243 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,875 | $12.4M | $15.64M | - | $3.23M | 26.08% | -2.511% |
| AMD Advanced Micro Devices, Inc. | 2,740 | $557,398.2 | $1.31M | - | $751,143.6 | 134.76% | +4.694% |
| AMZN Amazon.com Inc | 2,436 | $563,555.92 | $629,730.36 | - | $66,174.44 | 11.74% | -0.151% |
| ASML ASML Holding N.V. New York Registry Shares | 2,499 | $2.67M | $4.29M | - | $1.61M | 60.29% | +4.173% |
| AUR Aurora Innovation, Inc. | 10,000 | $38,400 | $63,400 | - | $25,000 | 65.1% | +0.316% |
| AXP American Express Company | 3,488 | $570,406.24 | $1.14M | - | $567,239.84 | 99.44% | -1.11% |
| BA Boeing Company | 2,005 | $435,325.6 | $425,561.25 | - | -$9,764.35 | -2.24% | +0.827% |
| BAM BAM | 30,907 | $1,367.64 | $1,298.72 | - | -$68.92 | -5.04% | 0.0 |
| BN Brookfield Corporation | 232,348 | $9.26M | $9.37M | - | $105,114.62 | 1.14% | -0.272% |
| BRK-B Berkshire Hathaway Inc. | 78,831 | $23.71M | $39.89M | - | $16.18M | 68.21% | -0.413% |
| CB Chubb Limited | 875 | $288,224.8 | $298,891.25 | - | $10,666.45 | 3.7% | -1.912% |
| CNX CNX Resources Corporation | 10,300 | $322,154.03 | $386,147 | - | $63,992.97 | 19.86% | -0.741% |
| DEO Diageo plc Sponsored ADR | 4,201 | $325,226.2 | $374,687.19 | - | $49,460.99 | 15.21% | -1.643% |
| ESGV Vanguard ESG U.S. Stock ETF | 13,688 | $1.66M | $1.87M | - | $209,100.67 | 12.59% | -0.354% |
| GE General Electric Company | 3,669 | $1.13M | $1.24M | - | $106,731.21 | 9.44% | +1.092% |
| GEHC GE HealthCare Technologies Inc. | 3,162 | $259,347.24 | $217,735.32 | - | -$41,611.92 | -16.04% | -1.234% |
| GEV GE Vernova Inc. | 550 | $359,463.5 | $518,072.5 | - | $158,609 | 44.12% | +0.012% |
| GM General Motors Company | 71,315 | $3.67M | $6.26M | - | $2.59M | 70.65% | +0.619% |
| GOOG Alphabet Inc | 9,796 | $3.07M | $3.28M | - | $210,711.96 | 6.85% | -1.112% |
| GOOGL Alphabet Inc | 27,808 | $7.95M | $9.41M | - | $1.46M | 18.32% | -1.174% |
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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 - $5.86M, Apple Inc - $5.74M, and Microsoft Corp - $4.99M. 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 - $610,370.71, and Brookfield Renewable Partners L.P - $405,876.15. 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 $6.37M earned over time. The largest contributors to dividend income include Jefferies Financial Group Inc - $711,589.82, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $587,737.84, Microsoft Corp - $550,134.66, SPDR Portfolio Developed World ex-US ETF - $452,315.03, and Pioneer Natural Resources Co - $449,902.92. 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.
