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:
47.38%
Gain +0.89%
Monthly
0.61%
Yearly
7.61%
Drawdown
17.16%
$208.29M
Equity
Holdings
$208.29M
Investment
$159.43M
$51.51M
Profit +$1.45M
Realized
$2.65M
Unrealized
$48.86M
Dividends
$10.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$1.45M
Win %
77%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$856,774
Win %
77%
This Month
Compared to last month
Gain
-0.96%
Profit
-$2.01M
Win %
77%
This Year
Compared to last year
Gain
10.48%
Profit
$19.76M
Win %
78%
MRVL Marvell Technology, Inc.
+4.24%
+$25,927.55 
AVGO Broadcom Inc.
+2.24%
+$22,656.04 
CBOE Cboe Global Markets Inc.
+1.83%
+$17,355 
MSFT Microsoft Corp.
+1.71%
+$11,549.8 
GOOG Alphabet Inc
+1.53%
+$3,966.57 
GOOGL Alphabet Inc
+1.46%
+$31,241.34 
VRT Vertiv Holdings Co
+1.34%
+$10,788.65 
TMUS T-Mobile US, Inc.
+1.28%
+$5,891.35 
EOG EOG Resources, Inc.
+1.03%
+$2,248.44 
DINT Davis Select International Fund
+0.94%
+$10,605.33 
EWY iShares MSCI South Korea ETF
+0.84%
+$5,501.2 
INTU Intuit Inc.
+0.79%
+$2,205.89 
AMZN Amazon.com Inc
+0.77%
+$9,316.98 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$10,470.18 
CEG Constellation Energy Corporation
+0.47%
+$1,660.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$57,836.52 
META Meta Platforms Inc Class A
+0.35%
+$1,167.63 
PWB Invesco Large Cap Growth ETF
+0.31%
+$1,169.78 
ALLE Allegion plc
+0.29%
+$1,266.8 
NVDA NVIDIA Corporation
+0.26%
+$5,952.01 
VUG Vanguard Growth ETF
+0.22%
+$37,097.88 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$676.81 
KO The Coca-Cola Company
+0.14%
+$994.05 
BSX Boston Scientific Corporation
+0.08%
+$132.79 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$25.23 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$123.24 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
+$733.02 
GTLS Chart Industries Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.09%
-$48,992.55 
DE Deere & Company
-2.05%
-$7,852.24 
CCK Crown Holdings Inc.
-1.98%
-$10,336.95 
UNP Union Pacific Corporation
-1.89%
-$13,669.74 
LRCX Lam Research Corporation
-1.77%
-$19,048.56 
PEP PepsiCo, Inc.
-1.68%
-$3,100.27 
WMT Walmart Inc.
-1.66%
-$7,554.4 
DIS The Walt Disney Company
-1.35%
-$23,581.9 
KRE SPDR S&P Regional Banking ETF
-1.13%
-$8,852.41 
AEP American Electric Power Company, Inc.
-0.98%
-$4,854.27 
PG Procter & Gamble Co
-0.96%
-$2,070.68 
AXP American Express Company
-0.92%
-$11,458.12 
GS The Goldman Sachs Group, Inc.
-0.91%
-$9,671.16 
VIS Vanguard Industrials ETF
-0.84%
-$4,640.68 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$8,811.84 
PANW Palo Alto Networks, Inc.
-0.81%
-$5,853.57 
IDV iShares International Select Dividend ETF
-0.78%
-$4,389.84 
JPM JPMorgan Chase & Co.
-0.77%
-$5,232.5 
DIVG Invesco S&P 500 High Dividend Growers ETF
-0.7%
-$27,682.03 
TT Trane Technologies plc
-0.67%
-$2,302.65 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.66%
-$23,122.99 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$3,638.61 
XLU Utilities Select Sector SPDR Fund
-0.64%
-$9,137.28 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.64%
-$93,576.36 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.57%
-$32,934.42 
UBER Uber Technologies, Inc.
-0.55%
-$3,246.01 
INTF iShares International Equity Factor ETF
-0.51%
-$23,374.47 
QDF FlexShares Quality Dividend Index Fund
-0.47%
-$4,127.94 
IYG iShares U.S. Financial Services ETF
-0.46%
-$2,116.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$11,915.47 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$3,600.69 
VB Vanguard Small-Cap ETF
-0.38%
-$14,259.71 
PWV Invesco Large Cap Value ETF
-0.37%
-$15,447.38 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.37%
-$1,729.58 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$11,377.52 
HCA HCA Healthcare Inc.
-0.29%
-$1,029.25 
CRS Carpenter Technology Corporation
-0.26%
-$1,408.26 
RJVI RJ Eagle Vertical Income ETF
-0.26%
-$6,280.23 
BINV Brandes International Equity Fund
-0.25%
-$10,899.02 
XMHQ Invesco S&P MidCap Quality ETF
-0.25%
-$6,691.72 
VO Vanguard Mid-Cap ETF
-0.24%
-$22,364.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$1,316.1 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.23%
-$992.37 
INGR Ingredion Inc.
-0.2%
-$1,106 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.18%
-$5,681 
FTC First Trust Large Cap Growth Fund
-0.18%
-$3,174 
SPHQ Invesco S&P 500 Quality ETF
-0.17%
-$2,939.72 
PVAL Putnam Focused Large Cap Value ETF
-0.16%
-$15,696.35 
RJMI RJ Eagle Municipal Income ETF
-0.14%
-$1,196.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.11%
-$13,983.45 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.1%
-$1,934.4 
VOO Vanguard S&P 500 ETF
-0.05%
-$1,031.63 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$185.12 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$106.78 
JSML Janus Henderson Small Cap Growth Alpha Fund
-0.03%
-$1,343.16 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$1,535.55 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.03%
-$91.32 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$255.31 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.01%
-$551.42 Events
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Dividends
Dividend Analysis
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| Trades 1172 | Longs Won 710/1172 60% | Profit Factor 4.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $323,479.82 |
| Average Win $91,339.6 | Best Trade (Jul 22) $6.59M | Sharpe Ratio -9.18 |
| Average Loss -$28,878.7 | Worst Trade (Sep 29) -$1.34M | Z-Score -2.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $43,949.79 |
| 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 | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
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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: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $3.99M, Goldman Sachs ActiveBeta International Equity ETF - $1.61M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.02M, Vanguard Growth ETF - $899,722.92, and ISHARES S&P 500 GROWTH ETF (3IS8) - $777,489.59. 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 - $694,784.22, Vanguard Mid-Cap ETF - $455,046.16, FlexShares Quality Dividend Index Fund - $406,185.65, and JPMorgan BetaBuilders MSCI US REIT ETF - $284,136.3. 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 $10.25M earned over time. The largest contributors to dividend income include Goldman Sachs ActiveBeta International Equity ETF - $1.52M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.02M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $1.02M, Vanguard Mid-Cap ETF - $527,946.24, and Vanguard Dividend Appreciation ETF - $509,961.54. 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.
