JL
JBGlobal.com LLC Portfolio
Invests via JBGlobal.com LLC | Managed by James Berman
Invests via JBGlobal.com LLC
Managed by James Berman
Automatically Tracked
Company Profile
A fintech-focused trading and brokerage operator offering online execution, liquidity and white-label technology to institutional and retail clients. JBGlobal.com LLC combines brokerage platforms, payments rails and asset servicing with a capital-light, fee- and SaaS-driven revenue mix. Market positioning emphasizes cross-border FX, digital securities and platform distribution.
A fintech-focused trading and brokerage operator offering online execution, liquidity and white-label technology to institutional and retail clients. JBGlobal.com LLC combines brokerage platforms, payments rails and asset servicing with a capital-light, fee- and SaaS-driven revenue mix. Market positioning emphasizes cross-border FX, digital securities and platform distribution.
Investment Philosophy & Strategy
A fintech-focused trading and brokerage operator offering online execution, liquidity and white-label technology to institutional and retail clients. JBGlobal.com LLC combines brokerage platforms, payments rails and asset servicing with a capital-light, fee- and SaaS-driven revenue mix. Market positioning emphasizes cross-border FX, digital securities and platform distribution.
A fintech-focused trading and brokerage operator offering online execution, liquidity and white-label technology to institutional and retail clients. JBGlobal.com LLC combines brokerage platforms, payments rails and asset servicing with a capital-light, fee- and SaaS-driven revenue mix. Market positioning emphasizes cross-border FX, digital securities and platform distribution.
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:
11.92%
Gain +0.24%
Monthly
0.56%
Yearly
7%
Drawdown
10.92%
$115.38M
Equity
Holdings
$115.38M
Investment
$105M
$11.88M
Profit +$245,313.14
Realized
$1.5M
Unrealized
$10.37M
Dividends
$4.51M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$245,313.14
Win %
61%
This Week
Compared To Last Week
Gain
0.21%
Profit
$245,313.14
Win %
61%
This Month
Compared to last month
Gain
0.95%
Profit
$1.09M
Win %
61%
This Year
Compared to last year
Gain
0.85%
Profit
$975,525.37
Win %
59%
AMZN Amazon.com Inc
+15.32%
+$99,905.49 
GOOG Alphabet Inc
+6.88%
+$21,132.4 
GOOGL Alphabet Inc
+6.73%
+$108,035.76 
MSFT Microsoft Corp.
+3.02%
+$19,953.29 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$13,944.9 
ADP Automatic Data Processing Inc.
+0.98%
+$4,431.47 
EMR Emerson Electric Co.
+0.79%
+$3,240.31 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,235.16 
PAYX Paychex Inc.
+0.44%
+$2,966.67 
EBAY eBay Inc.
+0.43%
+$965.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,439.64 
C Citigroup Inc.
+0.1%
+$246.33 
AAPL Apple Inc.
-7.35%
-$210,749.4 
GDX VanEck Gold Miners ETF
-3.49%
-$21,153.26 
ETSY Etsy Inc.
-1.77%
-$7,360.29 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,114.75 
SQ Block, Inc.
-1.64%
-$5,181.3 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,549.52 
LOW Lowe's Companies Inc.
-1.08%
-$6,669.27 
SLX VanEck Steel ETF
-0.89%
-$3,073.25 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$95,500.8 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$3,769.13 
SBUX Starbucks Corporation
-0.57%
-$2,172 
COF Capital One Financial Corporation
-0.54%
-$2,304.08 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$9,176.93 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$49,979.97 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$20,280 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$10,218.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,765.96 
XLF Financial Select Sector SPDR Fund
-0.1%
-$775.26 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$15,249.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$7,672.3 Events
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Dividends
Dividend Analysis
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| Trades 165 | Longs Won 92/165 55% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $497,444.74 |
| Average Win $169,728.19 | Best Trade (Aug 13) $5.36M | Sharpe Ratio -13.1 |
| Average Loss -$50,902.33 | Worst Trade (Mar 30) -$1.96M | Z-Score -0.62 (46.36%) |
| Commissions $0 | Avg. Trade Length 9m 3d | Expectancy $71,970.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 2,268 | 2,041 | 1,814 | 1,587 | 1,361 | 1,134 | 907 | 680 | 454 | 227 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,595 | $2.15M | $2.66M | - | $502,828.48 | 23.36% | -7.354% |
| ADP Automatic Data Processing Inc. | 1,711 | $500,777.3 | $455,913.04 | - | -$44,864.26 | -8.96% | +0.982% |
| AMZN Amazon.com Inc | 2,769 | $607,002.58 | $752,004.99 | - | $145,002.41 | 23.89% | +15.321% |
| BRK-B Berkshire Hathaway Inc. | 774 | $350,839.03 | $395,931.96 | - | $45,092.93 | 12.85% | +0.365% |
| C Citigroup Inc. | 1,895 | $133,418.12 | $250,992.75 | - | $117,574.63 | 88.12% | +0.098% |
| COF Capital One Financial Corporation | 2,039 | $372,021.18 | $426,171.38 | - | $54,150.2 | 14.56% | -0.538% |
| DXJ WisdomTree Japan Hedged Equity Fund | 74,610 | $8.23M | $12.95M | - | $4.73M | 57.43% | -0.732% |
| EBAY eBay Inc. | 1,970 | $220,146 | $224,599.7 | - | $4,453.7 | 2.02% | +0.432% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 255,469 | $6.53M | $6.51M | - | -$22,991.57 | -0.35% | -0.157% |
| EMR Emerson Electric Co. | 2,746 | $393,090 | $411,405.75 | - | $18,315.75 | 4.66% | +0.794% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 14,835 | $1.17M | $1.37M | - | $199,680.06 | 17.11% | +1.031% |
| ETSY Etsy Inc. | 5,007 | $250,249.61 | $408,971.76 | - | $158,722.15 | 63.43% | -1.768% |
| GDX VanEck Gold Miners ETF | 7,893 | $724,336.69 | $584,871.28 | - | -$139,465.41 | -19.25% | -3.49% |
| GOOG Alphabet Inc | 920 | $263,911 | $328,117.99 | - | $64,206.99 | 24.33% | +6.884% |
| GOOGL Alphabet Inc | 4,808 | $1.38M | $1.71M | - | $329,704.34 | 23.85% | +6.734% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 383,615 | $20.2M | $20.01M | - | -$187,446.7 | -0.93% | -0.038% |
| LOW Lowe's Companies Inc. | 2,938 | $725,114.38 | $610,545.78 | - | -$114,568.6 | -15.8% | -1.081% |
| MSFT Microsoft Corp. | 1,465 | $582,000.54 | $680,814.8 | - | $98,814.26 | 16.98% | +3.019% |
| NVS Novartis AG Sponsored ADR | 1,550 | $213,699 | $242,032.48 | - | $28,333.48 | 13.26% | -1.445% |
| PAYX Paychex Inc. | 5,817 | $815,308.02 | $679,658.28 | - | -$135,649.74 | -16.64% | +0.438% |
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FAQ
Which stocks have generated the highest profits for JBGlobal.com LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Value ETF - $2.46M, Vanguard Short-Term Corporate Bond ETF - $1.51M, Vanguard Intermediate-Term Corporate Bond Fund - $1.16M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.08M, and VANGUARD SMALL-CAP VALUE ETF - $729,685.23. 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: Schwab U.S. Large-Cap Growth ETF - $1.94M, Block, Inc - $186,480.41, PayPal Holdings Inc - $185,869.69, Alphabet Inc - $163,703.56, and United Parcel Service, Inc - $86,054.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does JBGlobal.com LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.51M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $1.51M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.08M, Vanguard Intermediate-Term Corporate Bond Fund - $557,417.26, Schwab U.S. Large-Cap Value ETF - $467,789.36, and VANGUARD SMALL-CAP VALUE ETF - $310,896.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are JBGlobal.com LLC's monthly returns?
JBGlobal.com LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can JBGlobal.com LLC's strategy be considered aggressive or moderate?
JBGlobal.com LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow JBGlobal.com LLC's strategy?
JBGlobal.com LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
