Joel Top Portfolio
Invests via Planwiser Financial LLC | Managed by Joel Top
Invests via Planwiser Financial LLC
Managed by Joel Top
Automatically Tracked
Sources growth-equity opportunities for technology and healthcare companies across North America, combining deal origination with hands-on operational support to accelerate scale. Joel Top leverages prior operating roles and investor networks to underwrite revenue-driven business models and lead board-level execution. Background includes product and commercial leadership, with experience deploying capital across Series A–C rounds; education includes business school and engineering roots.
Sources growth-equity opportunities for technology and healthcare companies across North America, combining deal origination with hands-on operational support to accelerate scale. Joel Top leverages prior operating roles and investor networks to underwrite revenue-driven business models and lead board-level execution. Background includes product and commercial leadership, with experience deploying capital across Series A–C rounds; education includes business school and engineering roots.
Investment Philosophy & Strategy
Focuses on growth-equity investments in North American technology and healthcare companies, prioritizing revenue-driven models with clear unit economics and repeatable go-to-market engines. Combines rigorous commercial underwriting with hands-on operational support and board-level leadership to accelerate scale, de-risk execution, and structure follow-on capital. Targets Series A–C opportunities with a 3–7 year horizon, emphasizing measurable growth KPIs, disciplined capital allocation, and an operator-led playbook to optimize product and commercialization.
Focuses on growth-equity investments in North American technology and healthcare companies, prioritizing revenue-driven models with clear unit economics and repeatable go-to-market engines. Combines rigorous commercial underwriting with hands-on operational support and board-level leadership to accelerate scale, de-risk execution, and structure follow-on capital. Targets Series A–C opportunities with a 3–7 year horizon, emphasizing measurable growth KPIs, disciplined capital allocation, and an operator-led playbook to optimize product and commercialization.
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:
11.93%
Gain
Monthly
0.73%
Yearly
9.11%
Drawdown
8.88%
$143.05M
Equity
Holdings
$143.05M
Investment
$131.87M
$24.22M
Profit -$658,459.4
Realized
$13.03M
Unrealized
$11.19M
Dividends
$4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$658,459.4
Win %
71%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$246,490.1
Win %
71%
This Month
Compared to last month
Gain
0.003%
Profit
$4,835.66
Win %
71%
This Year
Compared to last year
Gain
7.95%
Profit
$10.54M
Win %
85%
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.67%
+$11,466.98 
XLE Energy Select Sector SPDR Fund
+0.9%
+$23,463.57 
IWD iShares Russell 1000 Value ETF
+0.88%
+$2,653.06 
VTV Vanguard Value ETF
+0.57%
+$24,714.24 
DFAS Dimensional U.S. Small Cap ETF
+0.53%
+$3,715.2 
EWU iShares MSCI United Kingdom ETF
+0.42%
+$5,943.21 
IWR iShares Russell Mid-Cap ETF
+0.4%
+$1,252.24 
VB Vanguard Small-Cap ETF
+0.24%
+$4,554.59 
AVLV Avantis U.S. Large Cap Value ETF
+0.18%
+$3,554.59 
XLI Industrial Select Sector SPDR Fund
+0.05%
+$1,553.34 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
-2.24%
-$82,056.66 
IWF iShares Russell 1000 Growth ETF
-2%
-$8,605.48 
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$14,570.64 
EWJ iShares MSCI Japan ETF
-1.72%
-$28,349.12 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$5,026.8 
VUG Vanguard Growth ETF
-1.37%
-$114,199.2 
SPEM SPDR Portfolio Emerging Markets ETF
-1.1%
-$29,103.06 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.08%
-$84,729.78 
TMFC Motley Fool 100 Index ETF
-1.08%
-$74,054.11 
HGER Harbor Commodity All-Weather Fund
-1.07%
-$34,550.8 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$3,131.46 
DFAI Dimensional International Core Equity Market ETF
-0.65%
-$44,662.86 
XLC Communication Services Select Sector SPDR Fund
-0.64%
-$18,436.88 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$17,620.03 
VOO Vanguard S&P 500 ETF
-0.53%
-$1,397.76 
IVV iShares Core S&P 500 ETF
-0.52%
-$77,192.87 
IWB iShares Russell 1000 ETF
-0.51%
-$4,458.41 
EWI iShares MSCI Italy ETF
-0.44%
-$7,153.15 
AVUS Avantis U.S. Equity ETF
-0.35%
-$58,017.14 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.33%
-$4,473.85 
BUFF Innovator Laddered Allocation Fund
-0.26%
-$5,331.94 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.2%
-$1,681.2 
EWC iShares MSCI Canada ETF
-0.15%
-$2,331.18 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.13%
-$549.76 
ILTB iShares Core 10+ Year USD Bond ETF
-0.13%
-$394.71 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$3,331.79 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.11%
-$6,984.5 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.08%
-$766.57 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$4,005.84 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.07%
-$2,956.5 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.06%
-$153.23 
AVIG Avantis Core Fixed Income ETF
-0.02%
-$889.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$109.74 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$111.41 Events
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Dividends
Dividend Analysis
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| Trades 237 | Longs Won 131/237 55% | Profit Factor 22.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,380.71 |
| Average Win $193,564.01 | Best Trade (Jul 14) $2.17M | Sharpe Ratio -126.8 |
| Average Loss -$10,764.03 | Worst Trade (Mar 31) -$397,674.76 | Z-Score -8.65 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 1d | Expectancy $102,176.79 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
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