JBS
Joseph Blane Shea Portfolio
Invests via Horizon Family Wealth Inc. | Managed by Joseph Blane Shea
Invests via Horizon Family Wealth Inc.
Managed by Joseph Blane Shea
Automatically Tracked
Joseph Blane Shea Profile
Joseph Blane Shea is an accomplished executive with a robust history in corporate leadership within the financial services sector. Having held key positions at prominent firms, he brings extensive experience in business development and strategic management. His ability to drive operational efficiencies and implement innovative solutions has significantly impacted organizational growth trajectories. Recognized for his commitment to fostering partnerships, Shea plays a crucial role in bridging gaps between investment opportunities and market needs. With a keen understanding of the dynamic financial landscape, he remains influential as companies navigate challenges and pursue new avenues for success.
Joseph Blane Shea is an accomplished executive with a robust history in corporate leadership within the financial services sector. Having held key positions at prominent firms, he brings extensive experience in business development and strategic management. His ability to drive operational efficiencies and implement innovative solutions has significantly impacted organizational growth trajectories. Recognized for his commitment to fostering partnerships, Shea plays a crucial role in bridging gaps between investment opportunities and market needs. With a keen understanding of the dynamic financial landscape, he remains influential as companies navigate challenges and pursue new avenues for success.
Investment Philosophy & Strategy
Market dynamics today present unique prospects for investment in evolving sectors. Joseph Blane Shea approaches opportunities by leveraging his deep expertise in financial services to identify disruptive trends that others may overlook. With a strong background in strategic management and business development, he prioritizes innovative solutions that catalyze growth and create lasting value. His leadership style fosters collaboration, ensuring alignment between investor aspirations and market demands. By focusing on operational efficiencies, he seeks to enhance competitive positioning while navigating complexities within the financial landscape.
Market dynamics today present unique prospects for investment in evolving sectors. Joseph Blane Shea approaches opportunities by leveraging his deep expertise in financial services to identify disruptive trends that others may overlook. With a strong background in strategic management and business development, he prioritizes innovative solutions that catalyze growth and create lasting value. His leadership style fosters collaboration, ensuring alignment between investor aspirations and market demands. By focusing on operational efficiencies, he seeks to enhance competitive positioning while navigating complexities within the financial landscape.
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:
71.46%
Gain -1.06%
Monthly
0.8%
Yearly
10.06%
Drawdown
17.04%
$219.96M
Equity
Holdings
$219.96M
Investment
$169.59M
$71.26M
Profit -$1.85M
Realized
$20.89M
Unrealized
$50.37M
Dividends
$10.08M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.06%
Profit
-$1.85M
Win %
73%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$2.31M
Win %
73%
This Month
Compared to last month
Gain
-0.69%
Profit
-$1.52M
Win %
73%
This Year
Compared to last year
Gain
-0.2%
Profit
-$83,698.4
Win %
75%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$20,956.21 
BSX Boston Scientific Corporation
+1.45%
+$5,829.05 
EOG EOG Resources, Inc.
+0.83%
+$1,847.88 
META Meta Platforms Inc Class A
+0.71%
+$2,125.21 
DIS The Walt Disney Company
+0.34%
+$6,000.05 
DIVG Invesco S&P 500 High Dividend Growers ETF
+0.27%
+$10,574.81 
FSML Franklin Small Cap Enhanced ETF
+0.2%
+$4,379.12 
PWV Invesco Large Cap Value ETF
+0.1%
+$4,211.6 
INTF iShares International Equity Factor ETF
+0.07%
+$3,367.71 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$58.8 
AEP American Electric Power Company, Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.03 
AXP American Express Company
0%
$0 
CBOE Cboe Global Markets Inc.
0%
+$0.04 
CCK Crown Holdings Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
DE Deere & Company
0%
-$0.02 
GD General Dynamics Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
GTLS Chart Industries Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
INGR Ingredion Inc.
0%
$0 
INTU Intuit Inc.
0%
+$0.01 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
PANW Palo Alto Networks, Inc.
0%
-$0.02 
PG Procter & Gamble Co
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
+$0.01 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.03 
VRT Vertiv Holdings Co
0%
-$0.03 
WMT Walmart Inc.
0%
$0 
BBJP JPMorgan BetaBuilders Japan Fund
0%
$0 
BBIN JPMorgan BetaBuilders International Equity Fund
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BINV Brandes International Equity Fund
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
DINT Davis Select International Fund
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
+$8.3 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.78 
IDV iShares International Select Dividend ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$0.06 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
JSML Janus Henderson Small Cap Growth Alpha Fund
0%
+$13.71 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
+$0.01 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QDF FlexShares Quality Dividend Index Fund
0%
$0 
PWB Invesco Large Cap Growth ETF
0%
$0 
RPV Invesco S&P 500 Pure Value ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.13 
VIS Vanguard Industrials ETF
0%
-$0.02 
VOO Vanguard S&P 500 ETF
0%
-$0.07 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.1 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
RJMI RJ Eagle Municipal Income ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$80,906.78 
AMZN Amazon.com Inc
-2.09%
-$30,141.76 
AAPL Apple Inc.
-1.09%
-$23,681.15 
NVDA NVIDIA Corporation
-0.02%
-$479.85 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$195.53 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.01%
-$288.99 
RJVI RJ Eagle Vertical Income ETF
0%
-$19.38 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 819/1262 64% | Profit Factor 5.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $356,177.09 |
| Average Win $105,240.11 | Best Trade (Aug 17) $6.29M | Sharpe Ratio -9.58 |
| Average Loss -$33,706.18 | Worst Trade (Sep 29) -$1.34M | Z-Score -0.15 (12.22%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $56,465.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,069 | $1.25M | $2.16M | - | $904,813.73 | 72.35% | -1.087% |
| AEP American Electric Power Company, Inc. | 4,064 | $413,600.23 | $499,221.76 | - | $85,621.53 | 20.7% | 0.0 |
| ALLE Allegion plc | 3,483 | $504,528.27 | $576,540.99 | - | $72,012.72 | 14.27% | 0.0 |
| AMAT Applied Materials, Inc. | 385 | $278,355 | $201,016.2 | - | -$77,338.8 | -27.78% | 0.0 |
| AMZN Amazon.com Inc | 5,179 | $1.09M | $1.41M | - | $323,870.08 | 29.82% | -2.093% |
| ASML ASML Holding N.V. New York Registry Shares | 318 | $211,327.26 | $572,202.84 | - | $360,875.58 | 170.77% | +3.802% |
| AVGO Broadcom Inc. | 2,789 | $360,632.84 | $1.18M | - | $817,440.76 | 226.67% | 0.0 |
| AXP American Express Company | 3,685 | $1.05M | $1.25M | - | $197,889.67 | 18.83% | 0.0 |
| BBIN JPMorgan BetaBuilders International Equity Fund | 44,288 | $2.78M | $3.59M | - | $809,189.7 | 29.06% | 0.0 |
| BBJP JPMorgan BetaBuilders Japan Fund | 2,764 | $208,156.84 | $214,154.72 | - | $5,997.88 | 2.88% | 0.0 |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 210,314 | $20.9M | $20.87M | - | -$34,120.89 | -0.16% | 0.0 |
| BINV Brandes International Equity Fund | 106,501 | $4.16M | $4.89M | - | $732,045.41 | 17.62% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 10,133 | $4.41M | $5.36M | - | $952,122.72 | 21.58% | 0.0 |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 18,167 | $429,275.67 | $428,287.02 | - | -$988.65 | -0.23% | 0.0 |
| BSX Boston Scientific Corporation | 7,985 | $450,553.11 | $408,752.15 | - | -$41,800.96 | -9.28% | +1.447% |
| CBOE Cboe Global Markets Inc. | 3,635 | $759,752.14 | $1.04M | - | $276,295.56 | 36.37% | 0.0 |
| CCK Crown Holdings Inc. | 4,577 | $465,824.4 | $550,658.87 | - | $84,834.47 | 18.21% | 0.0 |
| CEG Constellation Energy Corporation | 1,492 | $474,372.6 | $403,481.55 | - | -$70,891.05 | -14.94% | 0.0 |
| CRS Carpenter Technology Corporation | 998 | $198,537.26 | $558,860.02 | - | $360,322.76 | 181.49% | 0.0 |
| DE Deere & Company | 642 | $257,436 | $391,157.76 | - | $133,721.76 | 51.94% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Joseph Blane Shea?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $4.82M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $4.64M, iShares Semiconductor ETF - $1.82M, Vanguard Growth ETF - $1.74M, and Goldman Sachs ActiveBeta International Equity ETF - $1.56M. 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: iShares Cohen & Steers Realty Majors ETF - $717,034.97, iShares MSCI International Momentum Factor ETF - $700,438.77, Vanguard Mid-Cap ETF - $427,458.13, FlexShares Quality Dividend Index Fund - $406,185.65, and JPMorgan BetaBuilders MSCI US REIT ETF - $287,181.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph Blane Shea's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.08M earned over time. The largest contributors to dividend income include Goldman Sachs ActiveBeta International Equity ETF - $1.47M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.16M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $936,015.13, Vanguard Mid-Cap ETF - $528,306.12, and iShares International Equity Factor ETF - $472,667.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph Blane Shea's monthly returns?
Joseph Blane Shea'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 Joseph Blane Shea's strategy be considered aggressive or moderate?
Joseph Blane Shea'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 Joseph Blane Shea's strategy?
Joseph Blane Shea'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.
