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:
21.3%
Gain +0.1%
Monthly
1.05%
Yearly
13.34%
Drawdown
8.72%
$143.32M
Equity
Holdings
$143.32M
Investment
$133.95M
$23.82M
Profit +$146,386.46
Realized
$14.45M
Unrealized
$9.37M
Dividends
$4.56M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$146,386.46
Win %
58%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.11M
Win %
58%
This Month
Compared to last month
Gain
0.26%
Profit
$369,138.57
Win %
58%
This Year
Compared to last year
Gain
-0.41%
Profit
-$583,494.05
Win %
59%
LLY Eli Lilly and Company
+5.04%
+$12,663.04 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.59%
+$10,966.73 
EWU iShares MSCI United Kingdom ETF
+1.56%
+$23,075.3 
ILTB iShares Core 10+ Year USD Bond ETF
+1.24%
+$2,709.84 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.17%
+$9,372.83 
XLC Communication Services Select Sector SPDR Fund
+1.14%
+$32,761.26 
EWC iShares MSCI Canada ETF
+0.85%
+$13,348.16 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$23,887.71 
DFAS Dimensional U.S. Small Cap ETF
+0.7%
+$25,970.34 
VB Vanguard Small-Cap ETF
+0.69%
+$20,879.92 
SCHM Schwab U.S. Mid-Cap ETF
+0.69%
+$21,412.26 
VTV Vanguard Value ETF
+0.65%
+$27,859.68 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.65%
+$42,480.65 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.65%
+$6,362.95 
AGG iShares Core U.S. Aggregate Bond ETF
+0.59%
+$3,203.76 
IWD iShares Russell 1000 Value ETF
+0.59%
+$1,813.33 
AVIG Avantis Core Fixed Income ETF
+0.57%
+$20,308.5 
IWR iShares Russell Mid-Cap ETF
+0.53%
+$1,622.22 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.53%
+$28,170.03 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$8,226.68 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.42%
+$12,313.94 
IEFA iShares Core MSCI EAFE ETF
+0.33%
+$876.33 
FDHY Fidelity Enhanced High Yield ETF
+0.32%
+$3,473.25 
DFAI Dimensional International Core Equity Market ETF
+0.28%
+$10,673.5 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$7,101.72 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$2,133 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.14%
+$4,901.13 
IWB iShares Russell 1000 ETF
+0.1%
+$815.06 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.09%
+$260.08 
AVUS Avantis U.S. Equity ETF
+0.09%
+$15,129.6 
BUFF Innovator Laddered Allocation Fund
+0.07%
+$1,343.34 
VOO Vanguard S&P 500 ETF
+0.03%
+$84.48 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.03%
+$371.81 
IVV iShares Core S&P 500 ETF
0%
+$189.85 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
STX Seagate Technology Holdings plc
-4.94%
-$7,607.52 
XLK State Street Technology Select Sector SPDR ETF
-1.3%
-$42,397.91 
XLE Energy Select Sector SPDR Fund
-1.17%
-$40,815.35 
AVEM Avantis Emerging Markets Equity ETF
-1.1%
-$39,578.88 
EWJ iShares MSCI Japan ETF
-0.99%
-$16,905.25 
QQQ Invesco QQQ Trust, Series 1
-0.69%
-$1,656.66 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$1,999.2 
VUG Vanguard Growth ETF
-0.47%
-$32,638.62 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$17,208.81 
ICVT iShares Convertible Bond ETF
-0.4%
-$17,632.15 
XLI Industrial Select Sector SPDR Fund
-0.39%
-$11,341.08 
HGER Harbor Commodity All-Weather Fund
-0.34%
-$13,024.87 
TMFC Motley Fool 100 Index ETF
-0.16%
-$5,287.1 
EWI iShares MSCI Italy ETF
-0.06%
-$953.68 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.02%
-$1,323.04 Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 195/284 68% | Profit Factor 5.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,369.11 |
| Average Win $149,942.06 | Best Trade (Oct 14) $2.31M | Sharpe Ratio -126.59 |
| Average Loss -$60,830.78 | Worst Trade (Mar 30) -$970,262.92 | Z-Score -2.45 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2d | Expectancy $83,890.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,358 | 2,123 | 1,887 | 1,651 | 1,415 | 1,179 | 943 | 708 | 472 | 236 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 5,721 | $569,901.84 | $545,668.98 | - | -$24,232.86 | -4.25% | +0.591% |
| AVEM Avantis Emerging Markets Equity ETF | 39,579 | $3.68M | $3.56M | - | -$118,088.93 | -3.21% | -1.099% |
| AVIG Avantis Core Fixed Income ETF | 90,260 | $3.77M | $3.59M | - | -$184,102.04 | -4.88% | +0.57% |
| AVLV Avantis U.S. Large Cap Value ETF | 21,368 | $1.8M | $1.99M | - | $186,008.2 | 10.32% | +0.416% |
| AVUS Avantis U.S. Equity ETF | 126,080 | $14.02M | $16.31M | - | $2.29M | 16.36% | +0.093% |
| BFRZ Innovator Equity Managed 100 Buffer ETF | 52,368 | $1.38M | $1.43M | - | $46,510.2 | 3.37% | +0.026% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 13,703 | $396,153.69 | $418,558.13 | - | $22,404.44 | 5.66% | 0.0 |
| BUFF Innovator Laddered Allocation Fund | 38,381 | $1.97M | $2.08M | - | $116,045.44 | 5.91% | +0.065% |
| DFAI Dimensional International Core Equity Market ETF | 92,813 | $3.62M | $3.83M | - | $217,646.48 | 6.02% | +0.279% |
| DFAS Dimensional U.S. Small Cap ETF | 47,652 | $3.83M | $3.71M | - | -$119,247.68 | -3.12% | +0.705% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 23,700 | $1.14M | $1.11M | - | -$30,773.25 | -2.7% | +0.193% |
| EWC iShares MSCI Canada ETF | 26,432 | $1.45M | $1.58M | - | $129,988.71 | 8.97% | +0.852% |
| EWI iShares MSCI Italy ETF | 27,248 | $1.46M | $1.53M | - | $70,586.86 | 4.84% | -0.062% |
| EWJ iShares MSCI Japan ETF | 17,795 | $1.5M | $1.69M | - | $184,792.19 | 12.29% | -0.991% |
| EWU iShares MSCI United Kingdom ETF | 31,610 | $1.51M | $1.51M | - | -$3,178.07 | -0.21% | +1.556% |
| FDHY Fidelity Enhanced High Yield ETF | 23,155 | $1.14M | $1.1M | - | -$30,796.5 | -2.71% | +0.315% |
| FLQM Franklin U.S. Mid Cap Multifactor Index Fund | 11,605 | $655,333.88 | $698,795.07 | - | $43,461.19 | 6.63% | +1.594% |
| HGER Harbor Commodity All-Weather Fund | 104,199 | $3.25M | $3.76M | - | $514,903.01 | 15.85% | -0.345% |
| HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | 34,083 | $854,966.97 | $809,300.83 | - | -$45,666.14 | -5.34% | +1.172% |
| ICVT iShares Convertible Bond ETF | 41,005 | $4.99M | $4.35M | - | -$640,498.4 | -12.83% | -0.404% |
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FAQ
Which stocks have generated the highest profits for Joel Top?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Equity ETF - $2.51M, iShares Core S&P 500 ETF - $1.67M, Vanguard Growth ETF - $1.64M, SPDR Portfolio Developed World ex-US ETF - $1.37M, and Dimensional International Core Equity Market ETF - $910,513.13. 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: SPDR S&P 500 ETF Trust - $915,051.89, Invesco QQQ Trust, Series 1 - $336,133.1, Invesco S&P 500 Momentum ETF - $277,628.03, iShares Russell Top 200 Growth ETF - $225,890.21, and Vanguard International Dividend Appreciation Index Fund - $88,832.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joel Top's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.56M earned over time. The largest contributors to dividend income include Vanguard Mortgage-Backed Securities Fund - $308,609.58, SPDR Portfolio Developed World ex-US ETF - $280,720.93, iShares 5-10 Year Investment Grade Corporate Bond ETF - $265,201.47, iShares Core S&P 500 ETF - $215,861.33, and Avantis Core Fixed Income ETF - $201,148.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joel Top's monthly returns?
Joel Top's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Joel Top's strategy be considered aggressive or moderate?
Joel Top's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Joel Top's strategy?
Joel Top's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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