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:
39.03%
Gain +0.38%
Monthly
0.4%
Yearly
4.9%
Drawdown
15.03%
$202.61M
Equity
Holdings
$202.61M
Investment
$150.86M
$52.19M
Profit +$916,667.76
Realized
$445,884.59
Unrealized
$51.74M
Dividends
$9.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$916,667.76
Win %
79%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$351,227.46
Win %
79%
This Month
Compared to last month
Gain
-0.3%
Profit
-$607,823.31
Win %
79%
This Year
Compared to last year
Gain
8.11%
Profit
$15.2M
Win %
79%
CEG Constellation Energy Corporation
+2.85%
+$11,199.7 
GS The Goldman Sachs Group, Inc.
+2.61%
+$28,152.79 
JPM JPMorgan Chase & Co.
+2.3%
+$14,242.41 
HCA HCA Healthcare Inc.
+2.3%
+$8,143.19 
AXP American Express Company
+2.18%
+$14,859.12 
TSLA Tesla, Inc.
+1.88%
+$3,752.51 
TMUS T-Mobile US, Inc.
+1.78%
+$7,469.28 
KBWB Invesco KBW Bank ETF
+1.7%
+$4,408.2 
UNP Union Pacific Corporation
+1.65%
+$5,211.18 
VRT Vertiv Holdings Co
+1.64%
+$16,405.95 
DE Deere & Company
+1.53%
+$5,589.51 
KRE SPDR S&P Regional Banking ETF
+1.51%
+$11,318.56 
IYG iShares U.S. Financial Services ETF
+1.4%
+$5,845.36 
PWB Invesco Large Cap Growth ETF
+1.32%
+$5,068.97 
CCK Crown Holdings Inc.
+1.31%
+$2,571.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$33,924.86 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+1.22%
+$59,295.69 
LRCX Lam Research Corporation
+1.19%
+$20,619.51 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$14,611.03 
PVAL Putnam Focused Large Cap Value ETF
+1.03%
+$47,982.37 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$11,558.8 
IJR iShares Core S&P Small-Cap ETF
+1%
+$8,970.2 
PWV Invesco Large Cap Value ETF
+0.99%
+$39,342.29 
VO Vanguard Mid-Cap ETF
+0.97%
+$92,017.72 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$18,155.65 
BINV Brandes International Equity Fund
+0.89%
+$36,760.82 
PG Procter & Gamble Co
+0.85%
+$1,800.92 
QDF FlexShares Quality Dividend Index Fund
+0.74%
+$6,237.4 
VB Vanguard Small-Cap ETF
+0.73%
+$27,255.42 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.72%
+$28,816.9 
FTC First Trust Large Cap Growth Fund
+0.71%
+$13,318.89 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$34,508.45 
INGR Ingredion Inc.
+0.66%
+$2,274.65 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$37,811.77 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$8,820.49 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$18,282.48 
AEP American Electric Power Company, Inc.
+0.59%
+$2,289.88 
VOO Vanguard S&P 500 ETF
+0.58%
+$11,849.01 
GOOGL Alphabet Inc
+0.56%
+$11,946.06 
GOOG Alphabet Inc
+0.46%
+$1,225.08 
WMT Walmart Inc.
+0.45%
+$2,477.57 
VIS Vanguard Industrials ETF
+0.42%
+$2,282.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$54,458.8 
INTF iShares International Equity Factor ETF
+0.38%
+$18,200.96 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$9,299.55 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+0.35%
+$1,095.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$64,836.39 
DIVG Invesco S&P 500 High Dividend Growers ETF
+0.33%
+$12,898.63 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.32%
+$49,319.14 
IDV iShares International Select Dividend ETF
+0.32%
+$1,816.5 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.23%
+$8,034.84 
VUG Vanguard Growth ETF
+0.22%
+$37,572.12 
RJVI RJ Eagle Vertical Income ETF
+0.14%
+$3,466.36 
NVDA NVIDIA Corporation
+0.14%
+$3,279.16 
GTLS Chart Industries Inc.
+0.11%
+$524.04 
MSFT Microsoft Corp.
+0.1%
+$759.6 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$229.9 
KO The Coca-Cola Company
+0.1%
+$848.56 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$1,101.83 
PANW Palo Alto Networks, Inc.
+0.03%
+$156.6 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$4,377.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$618.21 
AZN
0%
$0 
RJMI RJ Eagle Municipal Income ETF
0%
$0 
JKH iShares Morningstar Mid-Cap Growth ETF
-2.31%
-$58,916.45 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$11,791.97 
AAPL Apple Inc.
-1.52%
-$34,389 
AMZN Amazon.com Inc
-1.21%
-$14,682.18 
UBER Uber Technologies, Inc.
-1.12%
-$6,548.88 
AVGO Broadcom Inc.
-0.94%
-$9,618.37 
BSX Boston Scientific Corporation
-0.59%
-$1,055.6 
TT Trane Technologies plc
-0.42%
-$1,420.09 
CBOE Cboe Global Markets Inc.
-0.37%
-$3,339.96 
DIS The Walt Disney Company
-0.3%
-$5,280.16 
META Meta Platforms Inc Class A
-0.23%
-$659.09 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$1,768.47 
CRS Carpenter Technology Corporation
-0.12%
-$809.37 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$562.24 
DINT Davis Select International Fund
-0.1%
-$747.72 
INTU Intuit Inc.
-0.1%
-$265.44 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$406.96 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$784.2 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$119.26 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1090 | Longs Won 652/1090 59% | Profit Factor 5.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,626.11 |
| Average Win $99,960.05 | Best Trade (Jun 12) $6.59M | Sharpe Ratio -10.57 |
| Average Loss -$29,642.64 | Worst Trade (Sep 29) -$1.34M | Z-Score -2.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w | Expectancy $47,881.17 |
| 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 | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
