SLJ
S. Leslie Jewett Portfolio
Invests via California First Leasing Corp | Managed by Patrick E. Paddon
Invests via California First Leasing Corp
Managed by Patrick E. Paddon
Automatically Tracked
S. Leslie Jewett Profile
S. Leslie Jewett possesses extensive experience in the field of investment management and corporate governance, having contributed significantly to numerous organizations over his career. With a background as a seasoned executive, he has held prominent roles in various industries, demonstrating strong leadership capabilities and operational acumen. His insights into market trends and financial strategies have been instrumental for firms looking to navigate complex economic landscapes effectively. Jewett's commitment to driving business success is evident through his active participation on several boards where he guides strategic decision-making while fostering growth opportunities within emerging markets.
S. Leslie Jewett possesses extensive experience in the field of investment management and corporate governance, having contributed significantly to numerous organizations over his career. With a background as a seasoned executive, he has held prominent roles in various industries, demonstrating strong leadership capabilities and operational acumen. His insights into market trends and financial strategies have been instrumental for firms looking to navigate complex economic landscapes effectively. Jewett's commitment to driving business success is evident through his active participation on several boards where he guides strategic decision-making while fostering growth opportunities within emerging markets.
Investment Philosophy & Strategy
Recognizing untapped market potentials can guide S. Leslie Jewett's investment decisions toward innovative ventures with significant growth trajectories. His robust leadership background and operational insight enable an acute understanding of emerging trends that may disrupt traditional industries. Focused on fostering entrepreneurial initiatives, he seeks opportunities that not only promise attractive returns but also align with sustainable practices. By leveraging his extensive governance experience, he crafts strategies tailored to maximizing value creation while mitigating risk across diverse investments.
Recognizing untapped market potentials can guide S. Leslie Jewett's investment decisions toward innovative ventures with significant growth trajectories. His robust leadership background and operational insight enable an acute understanding of emerging trends that may disrupt traditional industries. Focused on fostering entrepreneurial initiatives, he seeks opportunities that not only promise attractive returns but also align with sustainable practices. By leveraging his extensive governance experience, he crafts strategies tailored to maximizing value creation while mitigating risk across diverse investments.
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:
559.17%
Gain +4.77%
Monthly
3.46%
Yearly
50.36%
Drawdown
43.43%
$773.98M
Equity
Holdings
$773.98M
Investment
$334.13M
$444.12M
Profit +$14.36M
Realized
$4.27M
Unrealized
$439.85M
Dividends
$38.07M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.77%
Profit
$14.36M
Win %
77%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$9.96M
Win %
77%
This Month
Compared to last month
Gain
0.72%
Profit
$5.53M
Win %
77%
This Year
Compared to last year
Gain
-8.87%
Profit
$63M
Win %
66%
INTC Intel Corporation
+9.76%
+$218,793.33 
DOCN DigitalOcean Holdings Inc.
+7.35%
+$797,160 
AMD Advanced Micro Devices, Inc.
+6.61%
+$1.83M 
SWKS Skyworks Solutions Inc.
+5.36%
+$132,651 
MU Micron Technology, Inc.
+5.32%
+$6.3M 
MRVL Marvell Technology, Inc.
+5.29%
+$3.09M 
F Ford Motor Company
+3%
+$238,920 
QCOM QUALCOMM Incorporated
+2.87%
+$311,431.5 
Q Qnity Electronics Inc.
+2.57%
+$79,561.5 
AMZN Amazon.com Inc
+2.21%
+$336,490.58 
GS The Goldman Sachs Group, Inc.
+1.77%
+$693,880.84 
TWLO Twilio Inc.
+1.64%
+$172,040 
VLO Valero Energy Corporation
+1.59%
+$249,990 
DD DuPont de Nemours, Inc.
+1.51%
+$182,221.63 
BABA Alibaba Group Holding Limited SP ADR
+1.29%
+$23,171.05 
ST Sensata Technologies Holding plc
+1.24%
+$35,360 
UNH UnitedHealth Group Incorporated
+1.09%
+$12,225.01 
TSN Tyson Foods Inc.
+0.98%
+$17,085 
IWM iShares Russell 2000 ETF
+0.96%
+$81,094.35 
ALGN Align Technology, Inc.
+0.8%
+$54,359.25 
BAC Bank of America Corporation
+0.78%
+$105,750 
GOOGL Alphabet Inc
+0.76%
+$486,720 
META Meta Platforms Inc Class A
+0.58%
+$75,854 
CHTR Charter Communications Inc
+0.44%
+$5,502.6 
JPM JPMorgan Chase & Co.
+0.27%
+$4,117.16 
C Citigroup Inc.
+0.23%
+$5,009.83 
AMAT Applied Materials, Inc.
+0.18%
+$138,872.28 
SLB Schlumberger Limited
+0.12%
+$16,770 
JAZZ Jazz Pharmaceuticals plc
+0.12%
+$4,977 
WFC Wells Fargo & Company
+0.1%
+$18,611.38 
BKNG Booking Holdings Inc.
+0.03%
+$173.29 
DISCA Discovery Inc
0%
$0 
TME Tencent Music Entertainment Group
0%
$0 
TSE Trinseo PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PMX PIMCO Municipal Income Fund III
0%
$0 H591
H5919C104
0%
$0 
LAD Lithia Motors Inc.
-4.78%
-$174,403.5 
CART Maplebear Inc.
-4.07%
-$112,852.2 
VZ Verizon Communications Inc.
-2.28%
-$197,206.25 
CACC Credit Acceptance Corporation
-2.1%
-$9,701.98 
T AT&T Inc.
-1.84%
-$138,358 
LUMN Lumen Technologies Inc.
-1.42%
-$28,262.5 
THO Thor Industries Inc.
-1.18%
-$18,368 
BMY Bristol-Myers Squibb Company
-0.97%
-$95,202 
ZETA Zeta Global Holdings Corp.
-0.84%
-$65,822.38 
NFLX Netflix, Inc.
-0.84%
-$16,960 
ABNB Airbnb, Inc.
-0.8%
-$79,199.74 
MTN Vail Resorts, Inc.
-0.68%
-$22,522.6 
CI The Cigna Group
-0.55%
-$95,201.61 
JD JD.com Inc.
-0.45%
-$1,452 
FIX Comfort Systems USA, Inc.
-0.41%
-$56,243.83 
UBER Uber Technologies, Inc.
-0.35%
-$19,332.5 
XOM Exxon Mobil Corporation
-0.22%
-$115,772.78 
BTI British American Tobacco p.l.c. ADR
-0.18%
-$13,000 
CVS CVS Health Corporation
-0.1%
-$4,050 
ATHM Autohome Inc. ADR
-0.09%
-$306 
ABBV AbbVie Inc.
-0.05%
-$13,300.95 
ALSN Allison Transmission Holdings Inc.
-0.05%
-$2,537.4 Events
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Dividends
Dividend Analysis
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| Trades 202 | Longs Won 114/202 56% | Profit Factor 13.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.48M |
| Average Win $4.22M | Best Trade (Sep 09) $79.91M | Sharpe Ratio -69.13 |
| Average Loss -$414,247.63 | Worst Trade (Sep 29) -$3.37M | Z-Score 4.47 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 3w 5d | Expectancy $2.2M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 1,869 | 1,682 | 1,495 | 1,308 | 1,121 | 935 | 748 | 561 | 374 | 187 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 95,000 | $12.86M | $24.93M | - | $12.06M | 93.77% | -0.053% |
| ABNB Airbnb, Inc. | 58,885 | $7.91M | $9.78M | - | $1.87M | 23.63% | -0.803% |
| ALGN Align Technology, Inc. | 44,925 | $7.07M | $6.81M | - | -$255,047.85 | -3.61% | +0.804% |
| ALSN Allison Transmission Holdings Inc. | 42,290 | $2.14M | $5.01M | - | $2.87M | 134.11% | -0.051% |
| AMAT Applied Materials, Inc. | 190,236 | $23.16M | $79.16M | - | $55.99M | 241.72% | +0.176% |
| AMD Advanced Micro Devices, Inc. | 54,000 | $4.94M | $29.5M | - | $24.56M | 497.04% | +6.611% |
| AMZN Amazon.com Inc | 61,855 | $11.55M | $15.55M | - | $4M | 34.6% | +2.212% |
| ATHM Autohome Inc. ADR | 15,300 | $451,044 | $326,961 | - | -$124,083 | -27.51% | -0.094% |
| BABA Alibaba Group Holding Limited SP ADR | 16,730 | $1.8M | $1.82M | - | $20,561.45 | 1.14% | +1.291% |
| BAC Bank of America Corporation | 235,000 | $8.89M | $13.71M | - | $4.83M | 54.31% | +0.777% |
| BKNG Booking Holdings Inc. | 3,850 | $369,484.5 | $660,063.25 | - | $290,578.75 | 78.64% | +0.026% |
| BMY Bristol-Myers Squibb Company | 154,800 | $11.6M | $9.75M | - | -$1.85M | -15.93% | -0.967% |
| BTI British American Tobacco p.l.c. ADR | 130,000 | $5.58M | $7.28M | - | $1.7M | 30.48% | -0.178% |
| C Citigroup Inc. | 16,700 | $768,033 | $2.23M | - | $1.46M | 189.74% | +0.226% |
| CACC Credit Acceptance Corporation | 770 | $364,525.7 | $453,483.8 | - | $88,958.1 | 24.4% | -2.095% |
| CART Maplebear Inc. | 59,240 | $2.77M | $2.66M | - | -$109,890.2 | -3.96% | -4.066% |
| CHTR Charter Communications Inc | 9,171 | $1.98M | $1.24M | - | -$736,247.88 | -37.19% | +0.444% |
| CI The Cigna Group | 61,420 | $15.14M | $17.13M | - | $1.99M | 13.11% | -0.553% |
| CVS CVS Health Corporation | 45,000 | $4.64M | $4.12M | - | -$518,850 | -11.18% | -0.098% |
| DD DuPont de Nemours, Inc. | 94,415.35 | $8.88M | $12.23M | - | $3.35M | 37.75% | +1.513% |
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FAQ
Which stocks have generated the highest profits for S. Leslie Jewett?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $12.43M, AppLovin Corporation Class A Common Stock - $7.18M, Exxon Mobil Corporation - $5.56M, Applied Materials, Inc - $2.92M, and AbbVie Inc - $2.8M. 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 Ethereum Trust - $3.02M, Charter Communications Inc - $2.84M, Cleveland-Cliffs Inc - $1.43M, Stride, Inc - $1.36M, and iShares Bitcoin Trust - $1.2M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does S. Leslie Jewett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.07M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $5.56M, Verizon Communications Inc - $3.59M, Ford Motor Company - $3.06M, AbbVie Inc - $2.8M, and Bristol-Myers Squibb Company - $2.59M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are S. Leslie Jewett's monthly returns?
S. Leslie Jewett's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can S. Leslie Jewett's strategy be considered aggressive or moderate?
S. Leslie Jewett's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow S. Leslie Jewett's strategy?
S. Leslie Jewett's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
