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:
104.37%
Gain +0.55%
Monthly
1.13%
Yearly
14.47%
Drawdown
21.61%
$359.68M
Equity
Holdings
$359.68M
Investment
$193.47M
$166.21M
Profit +$1.96M
Realized
$0
Unrealized
$166.21M
Dividends
$22.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.96M
Win %
69%
This Week
Compared To Last Week
Gain
0.55%
Profit
$1.96M
Win %
69%
This Month
Compared to last month
Gain
0.55%
Profit
$1.96M
Win %
69%
This Year
Compared to last year
Gain
38.65%
Profit
$100.26M
Win %
69%
MRVL Marvell Technology, Inc.
+3.84%
+$890,520 
GOOGL Alphabet Inc
+3.43%
+$1.04M 
INTC Intel Corporation
+3.37%
+$71,008 
MU Micron Technology, Inc.
+3.32%
+$1.58M 
BABA Alibaba Group Holding Limited SP ADR
+3.01%
+$40,990.95 
ATHM Autohome Inc. ADR
+2.56%
+$8,415 
JD JD.com Inc.
+2.43%
+$8,712 
AMAT Applied Materials, Inc.
+1.52%
+$819,571.02 
CI The Cigna Group
+1.07%
+$92,898.06 
AMZN Amazon.com Inc
+0.96%
+$75,840 
DD DuPont de Nemours, Inc.
+0.92%
+$95,544.19 
BMY Bristol-Myers Squibb Company
+0.66%
+$61,920 
CVS CVS Health Corporation
+0.56%
+$27,000 
C Citigroup Inc.
+0.3%
+$6,596.5 
QCOM QUALCOMM Incorporated
+0.27%
+$26,908.62 
TSN Tyson Foods Inc.
+0.23%
+$4,522.5 
LUMN Lumen Technologies Inc.
+0.16%
+$2,975 
VLO Valero Energy Corporation
+0.15%
+$18,720 
XOM Exxon Mobil Corporation
+0.15%
+$35,376 
BTI British American Tobacco p.l.c. ADR
+0.08%
+$3,875 
DISCA Discovery Inc
0%
$0 
PMX PIMCO Municipal Income Fund III
0%
$0 
TSE Trinseo PLC
0%
$0 
THO Thor Industries Inc.
-1.77%
-$30,240 
BKNG Booking Holdings Inc.
-1.49%
-$10,414.25 
CACC Credit Acceptance Corporation
-1.16%
-$5,698 
ST Sensata Technologies Holding plc
-1.02%
-$31,280 
F Ford Motor Company
-0.84%
-$71,676 
BAC Bank of America Corporation
-0.82%
-$59,337.5 
WFC Wells Fargo & Company
-0.65%
-$57,228 
UNH UnitedHealth Group Incorporated
-0.52%
-$6,590.72 
TME Tencent Music Entertainment Group
-0.44%
-$1,176 
SLB Schlumberger Limited
-0.43%
-$25,800 
GS The Goldman Sachs Group, Inc.
-0.4%
-$78,492 
JAZZ Jazz Pharmaceuticals plc
-0.39%
-$16,092.3 
VZ Verizon Communications Inc.
-0.25%
-$19,112.5 
SWKS Skyworks Solutions Inc.
-0.15%
-$2,601 
ABBV AbbVie Inc.
-0.08%
-$19,950 
T AT&T Inc.
-0.07%
-$4,369.2 Events
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Dividends
Dividend Analysis
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| Trades 39 | Longs Won 24/39 61% | Profit Factor 12.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.5M |
| Average Win $7.53M | Best Trade (Jul 21) $46.99M | Sharpe Ratio -77.74 |
| Average Loss -$964,219.61 | Worst Trade (Jul 21) -$4.04M | Z-Score 1.73 (91.63%) |
| Commissions $0 | Avg. Trade Length 4y 7m 6d | Expectancy $4.26M |
| 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% | 0.06% | 2.93% |
| Consecutive Losing Trades | 373 | 336 | 298 | 261 | 224 | 186 | 149 | 112 | 75 | 37 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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: Exxon Mobil Corporation - $2.75M, AbbVie Inc - $2.64M, Verizon Communications Inc - $2.21M, Ford Motor Company - $2.14M, and Bristol-Myers Squibb Company - $1.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does S. Leslie Jewett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.8M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $2.75M, AbbVie Inc - $2.64M, Verizon Communications Inc - $2.21M, Ford Motor Company - $2.14M, and Bristol-Myers Squibb Company - $1.74M. 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 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 S. Leslie Jewett's strategy be considered aggressive or moderate?
S. Leslie Jewett'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 S. Leslie Jewett's strategy?
S. Leslie Jewett'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.
