JZ
Joel Zerbe Portfolio
Invests via Vista Cima Wealth Management LLC | Managed by Joel Zerbe, Brandon Klippel, Preston Rhoades
Invests via Vista Cima Wealth Management LLC
Managed by Joel Zerbe, Brandon Klippel, Preston Rhoades
Automatically Tracked
Seasoned operator and investor with a background in technology startups, venture investing and advisory roles. Joel Zerbe combines operational scaling experience with early-stage deal sourcing and board-level governance, supporting growth-stage firms in fintech and software. Market-facing strengths include fundraising, go-to-market execution and strategic M&A positioning for venture-backed companies.
Seasoned operator and investor with a background in technology startups, venture investing and advisory roles. Joel Zerbe combines operational scaling experience with early-stage deal sourcing and board-level governance, supporting growth-stage firms in fintech and software. Market-facing strengths include fundraising, go-to-market execution and strategic M&A positioning for venture-backed companies.
Investment Philosophy & Strategy
Combines operator-led venture investing with a hands-on growth orientation, focusing on early-to-growth stage fintech and enterprise software opportunities. Prefers concentrated, high-conviction bets where board-level involvement and go-to-market scaling drive value creation. Capital is deployed to reinforce product-market fit, accelerate customer acquisition and position companies for strategic M&A or later-stage rounds. Risk discipline emphasizes operational milestones, metric-driven governance, and staged capital tranches tied to milestone delivery.
Combines operator-led venture investing with a hands-on growth orientation, focusing on early-to-growth stage fintech and enterprise software opportunities. Prefers concentrated, high-conviction bets where board-level involvement and go-to-market scaling drive value creation. Capital is deployed to reinforce product-market fit, accelerate customer acquisition and position companies for strategic M&A or later-stage rounds. Risk discipline emphasizes operational milestones, metric-driven governance, and staged capital tranches tied to milestone delivery.
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:
1.15%
Gain
Monthly
0.06%
Yearly
0.74%
Drawdown
17.48%
$113.8M
Equity
Holdings
$113.8M
Investment
$97.72M
$23.98M
Profit -$966,107.96
Realized
$7.91M
Unrealized
$16.07M
Dividends
$6.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$966,107.96
Win %
64%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$1.55M
Win %
64%
This Month
Compared to last month
Gain
-0.89%
Profit
-$1.02M
Win %
64%
This Year
Compared to last year
Gain
13.41%
Profit
$13.45M
Win %
66%
GE General Electric Company
+2.81%
+$11,780.65 
CSCO Cisco Systems, Inc.
+1.88%
+$21,465.2 
T AT&T Inc.
+1.41%
+$2,741.33 
WMT Walmart Inc.
+1.04%
+$2,422.36 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.61%
+$3,436.2 
DHY Credit Suisse High Yield Bond Fund
+0.58%
+$100 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$15,023.63 
DGRO iShares Core Dividend Growth ETF
+0.26%
+$11,431.83 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$2,477.14 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$414.1 
MU Micron Technology, Inc.
+0.17%
+$2,491.06 
GTO Invesco Total Return Bond ETF
+0.16%
+$1,272.6 
AGZ iShares Agency Bond ETF
+0.13%
+$2,323 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$878.62 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$370.23 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$421.93 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$693.56 
SGVT Schwab Government Money Market ETF
+0.03%
+$435.28 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$319.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.7%
-$58,373.14 
LRCX Lam Research Corporation
-2.96%
-$28,202.46 
AMD Advanced Micro Devices, Inc.
-2.93%
-$36,097.7 
TSLA Tesla, Inc.
-2.78%
-$22,675.23 
GOOGL Alphabet Inc
-2.54%
-$48,816.16 
MSFT Microsoft Corp.
-2.36%
-$106,259.39 
NVDA NVIDIA Corporation
-2.08%
-$165,327.29 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$44,720.82 
PLTR Palantir Technologies Inc.
-1.91%
-$9,742.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$41,700.23 
AVGO Broadcom Inc.
-1.47%
-$42,091.42 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.43%
-$197,378.77 
SPMO Invesco S&P 500 Momentum ETF
-0.88%
-$37,152 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$54,678.47 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.76%
-$58,769.25 
XMMO Invesco S&P MidCap Momentum ETF
-0.67%
-$19,603.64 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.61%
-$31,644.71 
BSTP Innovator Buffer Step-Up Strategy ETF
-0.47%
-$6,135.15 
AMZN Amazon.com Inc
-0.44%
-$7,664.88 
BUFR FT Vestladder Buffer ETF-USD I
-0.38%
-$2,047.22 
XMHQ Invesco S&P MidCap Quality ETF
-0.37%
-$14,197.68 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
-0.16%
-$334.36 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.16%
-$336 
AGQ ProShares Ultra Silver
-0.14%
-$187.94 
ROUS Hartford Multifactor US Equity ETF
-0.11%
-$4,653.82 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$299.55 
VO Vanguard Mid-Cap ETF
-0.06%
-$3,030.4 
AAPL Apple Inc.
-0.06%
-$3,974.8 Events
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Dividends
Dividend Analysis
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| Trades 345 | Longs Won 183/345 53% | Profit Factor 4.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $316,336.1 |
| Average Win $171,693.45 | Best Trade (Sep 30) $2.05M | Sharpe Ratio -11.16 |
| Average Loss -$45,927.41 | Worst Trade (Mar 31) -$1.04M | Z-Score -2.53 (100%) |
| Commissions $0 | Avg. Trade Length 7m | Expectancy $69,506.27 |
| 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 | 2,475 | 2,228 | 1,980 | 1,733 | 1,485 | 1,238 | 990 | 743 | 495 | 248 |
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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