Kristy DeJarnette Portfolio
Invests via Financial Security Advisor, Inc. | Managed by Kristy DeJarnette, John Thomas Orlando, Kevin John Joyce, Charles Frederick Jenks, Jr., Enrique Luis Tomeu, Gayle O’Brien Blachura, April Dawn Waff-Mano, Reginald Curtis Corinaldi, Samuel Thomas Watson, Archie Ray Megginson, Sr., Matthew Robert Farrell
Invests via Financial Security Advisor, Inc.
Managed by Kristy DeJarnette, John Thomas Orlando, Kevin John Joyce, Charles Frederick Jenks, Jr., Enrique Luis Tomeu, Gayle O’Brien Blachura, April Dawn Waff-Mano, Reginald Curtis Corinaldi, Samuel Thomas Watson, Archie Ray Megginson, Sr., Matthew Robert Farrell
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Kristy DeJarnette Profile
Investor and operating executive with experience in growth-stage technology, SaaS go-to-market and corporate development across venture and private equity-backed businesses. Kristy DeJarnette brings leadership in scaling sales, partnerships and M&A execution, having led commercial strategy and investor relations roles and advised multiple startups on capital raises. Market-relevant strengths include revenue operations, board-level governance and sector-focused deal sourcing.
Investor and operating executive with experience in growth-stage technology, SaaS go-to-market and corporate development across venture and private equity-backed businesses. Kristy DeJarnette brings leadership in scaling sales, partnerships and M&A execution, having led commercial strategy and investor relations roles and advised multiple startups on capital raises. Market-relevant strengths include revenue operations, board-level governance and sector-focused deal sourcing.
Investment Philosophy & Strategy
Targets growth-stage technology and SaaS businesses where commercial scaling can unlock value. Prefers revenue-first KPIs, repeatable GTM motions and capital-efficient expansion; invests with a 3–7 year horizon balancing growth capture and path-to-profitability. Underwrites deals through customer traction, unit economics and founder/operator alignment, brings active capital via go-to-market playbooks, board governance and M&A optionality. Risk-managed through staged commitments, milestone-based funding and emphasis on partnership-led distribution.
Targets growth-stage technology and SaaS businesses where commercial scaling can unlock value. Prefers revenue-first KPIs, repeatable GTM motions and capital-efficient expansion; invests with a 3–7 year horizon balancing growth capture and path-to-profitability. Underwrites deals through customer traction, unit economics and founder/operator alignment, brings active capital via go-to-market playbooks, board governance and M&A optionality. Risk-managed through staged commitments, milestone-based funding and emphasis on partnership-led 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:
80.06%
Gain -1.09%
Monthly
1.69%
Yearly
22.31%
Drawdown
19.18%
$612.31M
Equity
Holdings
$612.31M
Investment
$479.45M
$181.4M
Profit -$4.98M
Realized
$48.53M
Unrealized
$132.87M
Dividends
$27.41M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.09%
Profit
-$4.98M
Win %
79%
This Week
Compared To Last Week
Gain
-1%
Profit
-$6.21M
Win %
79%
This Month
Compared to last month
Gain
-0.81%
Profit
-$4.98M
Win %
79%
This Year
Compared to last year
Gain
-0.14%
Profit
-$967,489.8
Win %
79%
KLAC KLA Corporation
+4.01%
+$6,879.69 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$16,804.51 
ANET Arista Networks, Inc.
+3.31%
+$32,941.32 
ETN Eaton Corporation plc
+3.22%
+$37,716.59 
COP ConocoPhillips
+2.35%
+$13,635.02 
ALNY Alnylam Pharmaceuticals Inc
+1.95%
+$3,165 
TOL Toll Brothers Inc
+1.94%
+$5,409.69 
DUK Duke Energy Corporation
+1.65%
+$11,150 
ABT Abbott Laboratories
+1.01%
+$4,046.9 
GLW Corning Incorporated
+0.91%
+$2,519.68 
CVX Chevron Corporation
+0.9%
+$3,794 
TFC Truist Financial Corporation
+0.87%
+$10,269.9 
META Meta Platforms Inc Class A
+0.71%
+$10,323.65 
TSLA Tesla, Inc.
+0.58%
+$8,534.46 
DIS The Walt Disney Company
+0.34%
+$1,100.75 
NSC Norfolk Southern Corporation
+0.2%
+$2,291.21 
PM Philip Morris International Inc.
+0.12%
+$5,722.64 
HYBI Neos Enhanced Income Cash Alternative ETF
+0.07%
+$74,237.13 
ABBV AbbVie Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.06 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BN Brookfield Corporation
0%
$0 
BWA BorgWarner Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
CB Chubb Limited
0%
+$0.03 
CLS Celestica Inc.
0%
$0 
CMI Cummins Inc.
0%
-$0.01 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DE Deere & Company
0%
-$0.04 
DHR Danaher Corporation
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.02 
FCNCA First Citizens BancShares, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FNV Franco-Nevada Corporation
0%
+$0.01 
GE General Electric Company
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.02 
GWW W.W. Grainger, Inc.
0%
+$0.01 
HCA HCA Healthcare Inc.
0%
+$0.01 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.01 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.07 
LMT Lockheed Martin Corporation
0%
+$0.06 
MA Mastercard Incorporated
0%
+$0.01 
MAIN Main Street Capital Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MKL Markel Group Inc.
0%
+$0.02 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.06 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.02 
NXE NexGen Energy Ltd.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
SLB Schlumberger Limited
0%
$0 
SO The Southern Company
0%
$0 
SYK Stryker Corporation
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TOWN TowneBank
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UEC Uranium Energy Corp.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.02 
V Visa Inc. Class A
0%
-$0.02 
VMC Vulcan Materials Company
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.01 
VZ Verizon Communications Inc.
0%
+$0.03 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WRAP Wrap Technologies Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.39 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.44 
COWZ Pacer US Cash Cows 100 ETF
0%
+$0.97 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KWEB KraneShares CSI China Internet ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$3.83 
RPG Invesco S&P 500 Pure Growth ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SETM Sprott Critical Materials ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.03 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
TMSL T. Rowe Price Small-Mid Cap ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.05 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.01 
BTCO Invesco Galaxy Bitcoin ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.02 
NBIS Nebius Group N.V.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
EUAD STOXX Europe Aerospace & Defense ETF
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
0%
$0 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
0%
$0 
SNDK SanDisk Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
0%
$0 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
0%
$0 9170
91703D100
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-28.89%
-$1.51M 
GOOGL Alphabet Inc
-3.84%
-$721,767.51 
ORCL Oracle Corporation
-3.69%
-$42,621.66 
BABA Alibaba Group Holding Limited SP ADR
-3.38%
-$17,960.5 
AMZN Amazon.com Inc
-2.09%
-$152,373.32 
TJX The TJX Companies, Inc.
-1.94%
-$4,493.73 
AAPL Apple Inc.
-1.09%
-$170,622.2 
MO Altria Group, Inc.
-0.78%
-$47,237.22 
AROC Archrock Inc.
-0.42%
-$1,701 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$1,372.14 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$4,342.31 
MGNR American Beacon GLG Natural Resources ETF
-0.19%
-$7,412.7 
NVDA NVIDIA Corporation
-0.02%
-$2,577.55 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
-$21.12 
VNLA Janus Henderson Short Duration Income ETF
0%
-$4.85 Events
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Dividends
Dividend Analysis
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| Trades 1411 | Longs Won 1089/1411 77% | Profit Factor 16.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $177,237.71 | Best Trade (Mar 31) $27.14M | Sharpe Ratio -56.31 |
| Average Loss -$36,076.88 | Worst Trade (Aug 19) -$5.08M | Z-Score 21.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $128,557.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 9170 91703D100 | 13,052 | $36,285 | $36,285 | - | - | - | 0.0 |
| AAPL Apple Inc. | 50,932 | $8.81M | $15.53M | - | $6.72M | 76.25% | -1.087% |
| ABBV AbbVie Inc. | 3,178 | $486,374.89 | $788,048.66 | - | $301,673.77 | 62.02% | 0.0 |
| ABT Abbott Laboratories | 3,679 | $358,811.67 | $403,659.88 | - | $44,848.21 | 12.5% | +1.013% |
| AEM Agnico Eagle Mines Limited | 1,311 | $220,982.01 | $236,609.28 | - | $15,627.27 | 7.07% | 0.0 |
| ALNY Alnylam Pharmaceuticals Inc | 750 | $225,773 | $165,900 | - | -$59,873 | -26.52% | +1.945% |
| AMAT Applied Materials, Inc. | 537 | $388,459 | $280,378.44 | - | -$108,080.56 | -27.82% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 6,426 | $1.41M | $3.02M | - | $1.61M | 113.95% | 0.0 |
| AMGN Amgen Inc. | 1,352 | $364,519.81 | $564,054.4 | - | $199,534.59 | 54.74% | 0.0 |
| AMZN Amazon.com Inc | 26,181 | $4.34M | $7.13M | - | $2.79M | 64.4% | -2.093% |
| ANET Arista Networks, Inc. | 5,204 | $609,587.64 | $1.03M | - | $420,023.76 | 68.9% | +3.305% |
| APH Amphenol Corporation | 5,396 | $397,079.93 | $452,454.6 | - | $55,374.67 | 13.95% | 0.0 |
| AROC Archrock Inc. | 12,150 | $304,806.26 | $400,828.5 | - | $96,022.24 | 31.5% | -0.423% |
| ASML ASML Holding N.V. New York Registry Shares | 255 | $378,933.67 | $458,841.9 | - | $79,908.23 | 21.09% | +3.802% |
| AVGO Broadcom Inc. | 6,073 | $891,119.02 | $2.57M | - | $1.67M | 187.87% | 0.0 |
| AXP American Express Company | 7,488 | $1.12M | $2.54M | - | $1.42M | 126.92% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 4,018 | $360,053.24 | $513,701.3 | - | $153,648.06 | 42.67% | -3.378% |
| BAC Bank of America Corporation | 9,290 | $281,332 | $593,259.4 | - | $311,927.4 | 110.88% | 0.0 |
| BN Brookfield Corporation | 7,451 | $199,291.9 | $329,930.28 | - | $130,638.38 | 65.55% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 37,960 | $13.47M | $20.1M | - | $6.63M | 49.24% | 0.0 |
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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 Kristy DeJarnette?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Growth ETF - $31.33M, Neos Enhanced Income Cash Alternative ETF - $14.13M, Exxon Mobil Corporation - $2.55M, Eli Lilly and Company - $2.31M, and SPDR Portfolio S&P 600 Small Cap ETF - $2.2M. 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: Accenture plc Class A - $231,351.76, iShares Bitcoin Trust - $120,353.99, UnitedHealth Group Incorporated - $97,893.05, Grayscale Bitcoin Trust ETF - $70,126.59, and Nebius Group N.V - $63,329.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristy DeJarnette's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.41M earned over time. The largest contributors to dividend income include Neos Enhanced Income Cash Alternative ETF - $14.28M, WisdomTree Floating Rate Treasury Fund - $1.67M, JPMorgan Ultra-Short Income ETF - $1.34M, Altria Group, Inc - $1.04M, and SPDR Portfolio S&P 600 Small Cap ETF - $873,100.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristy DeJarnette's monthly returns?
Kristy DeJarnette's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kristy DeJarnette's strategy be considered aggressive or moderate?
Kristy DeJarnette'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 Kristy DeJarnette's strategy?
Kristy DeJarnette'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.
