Chad Soukup Portfolio
Invests via jvl associates LLC | Managed by Chad Soukup
Invests via jvl associates LLC
Managed by Chad Soukup
Automatically Tracked
Chad Soukup Profile
Chad Soukup is an accomplished entrepreneur with a robust background in technology and product development. Known for his innovative approach, he has successfully launched multiple startups that focus on enhancing user experience through advanced digital solutions. His leadership role in these ventures demonstrates a commitment to fostering growth and adapting to market trends, making him a notable figure in the tech ecosystem. Through strategic partnerships and industry insights, Soukup continually seeks opportunities for collaboration within the broader entrepreneurial community, positioning himself as an influencer shaping future advancements.
Chad Soukup is an accomplished entrepreneur with a robust background in technology and product development. Known for his innovative approach, he has successfully launched multiple startups that focus on enhancing user experience through advanced digital solutions. His leadership role in these ventures demonstrates a commitment to fostering growth and adapting to market trends, making him a notable figure in the tech ecosystem. Through strategic partnerships and industry insights, Soukup continually seeks opportunities for collaboration within the broader entrepreneurial community, positioning himself as an influencer shaping future advancements.
Investment Philosophy & Strategy
Innovation drives Chad Soukup's investment philosophy, leveraging his extensive experience in technology and product development. He prioritizes ventures that challenge the status quo, often seeking out transformative ideas within emerging sectors. His entrepreneurial background not only informs his approach to risk management but also emphasizes building collaborative ecosystems around promising technologies. By aligning himself with teams that share a vision for enhancing user experiences, he cultivates growth through strategic partnerships. This mindset positions him as a forward-thinking influencer who is adept at identifying trends poised for disruption.
Innovation drives Chad Soukup's investment philosophy, leveraging his extensive experience in technology and product development. He prioritizes ventures that challenge the status quo, often seeking out transformative ideas within emerging sectors. His entrepreneurial background not only informs his approach to risk management but also emphasizes building collaborative ecosystems around promising technologies. By aligning himself with teams that share a vision for enhancing user experiences, he cultivates growth through strategic partnerships. This mindset positions him as a forward-thinking influencer who is adept at identifying trends poised for disruption.
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:
145.8%
Gain -1.59%
Monthly
1.39%
Yearly
18.06%
Drawdown
33.41%
$354.71M
Equity
Holdings
$354.71M
Investment
$200.92M
$194.1M
Profit -$2.57M
Realized
$40.31M
Unrealized
$153.79M
Dividends
$19.08M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.59%
Profit
-$2.57M
Win %
81%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$3.27M
Win %
81%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.6M
Win %
81%
This Year
Compared to last year
Gain
0.67%
Profit
$2.36M
Win %
81%
SNDK SanDisk Corporation
+10.65%
+$14,739.29 
KLAC KLA Corporation
+7.18%
+$9,940.56 
MU Micron Technology, Inc.
+4.84%
+$31,974.6 
AMAT Applied Materials, Inc.
+3.92%
+$22,148.64 
LRCX Lam Research Corporation
+3.83%
+$6,114.9 
AMD Advanced Micro Devices, Inc.
+3.46%
+$12,375.52 
INTC Intel Corporation
+3.2%
+$6,952.89 
GNTX Gentex Corporation
+1.42%
+$7,244.57 
CAT Caterpillar Inc.
+1.33%
+$7,862 
HD The Home Depot, Inc.
+1.01%
+$4,702.87 
BABA Alibaba Group Holding Limited SP ADR
+0.99%
+$13,674.09 
GE General Electric Company
+0.92%
+$1,845.06 
NVDA NVIDIA Corporation
+0.81%
+$29,527.89 
CSCO Cisco Systems, Inc.
+0.53%
+$1,057.92 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$18,780.3 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.5%
+$1,694.95 
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$62,447.29 
MBWM Mercantile Bank Corporation
+0.26%
+$10,751.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.26%
+$1,090.6 
FTNT Fortinet Inc.
+0.23%
+$596.88 
GS The Goldman Sachs Group, Inc.
+0.17%
+$438.61 
META Meta Platforms Inc Class A
+0.16%
+$1,182.07 
IWM iShares Russell 2000 ETF
+0.14%
+$3,954.72 
IJH iShares Core S&P Mid-Cap ETF
+0.12%
+$28,949.35 
MDY SPDR S&P MidCap 400 ETF Trust
+0.11%
+$15,160.53 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.1%
+$250.38 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.09%
+$540.75 
QQQ Invesco QQQ Trust, Series 1
+0.03%
+$6,176.64 
QQQM Invesco NASDAQ 100 ETF
+0.03%
+$1,061.15 
VB Vanguard Small-Cap ETF
+0.03%
+$1,062.72 
AVGO Broadcom Inc.
+0.01%
+$103.76 
TSLA Tesla, Inc.
-6.13%
-$34,643.06 
ACN Accenture plc Class A
-3.22%
-$24,923.54 
AAPL Apple Inc.
-2.06%
-$326,845.84 
MSFT Microsoft Corp.
-1.88%
-$45,754.08 
LLY Eli Lilly and Company
-1.66%
-$12,575.99 
ABBV AbbVie Inc.
-1.58%
-$4,855.69 
ADP Automatic Data Processing Inc.
-1.54%
-$5,112.99 
SYK Stryker Corporation
-1.46%
-$8,728.56 
XOM Exxon Mobil Corporation
-1.44%
-$6,498.4 
MRK Merck & Co., Inc.
-1.31%
-$3,201.91 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.3%
-$44,804.61 
WMT Walmart Inc.
-1.19%
-$2,827 
GLD SPDR Gold Shares
-1.1%
-$10,548 
JNJ Johnson & Johnson
-1.09%
-$3,954.14 
XLC Communication Services Select Sector SPDR Fund
-1.07%
-$8,016.25 
GOOGL Alphabet Inc
-1.05%
-$53,534.4 
GOOG Alphabet Inc
-1.05%
-$36,642.97 
UNH UnitedHealth Group Incorporated
-0.95%
-$3,117.62 
COST Costco Wholesale Corporation
-0.9%
-$2,290.79 
JPM JPMorgan Chase & Co.
-0.87%
-$7,755.57 
V Visa Inc. Class A
-0.79%
-$3,050.67 
LIN Linde plc
-0.78%
-$1,997.36 
MA Mastercard Incorporated
-0.72%
-$7,194.63 
SBUX Starbucks Corporation
-0.65%
-$1,952.97 
IWD iShares Russell 1000 Value ETF
-0.61%
-$16,235.49 
VUG Vanguard Growth ETF
-0.53%
-$3,974.32 
AMZN Amazon.com Inc
-0.52%
-$8,701.9 
IVV iShares Core S&P 500 ETF
-0.42%
-$56,215.42 
ICF iShares Cohen & Steers Realty Majors ETF
-0.41%
-$5,993.9 
BRK-A Berkshire Hathaway Inc.
-0.4%
-$3,049 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$4,423.61 
VOO Vanguard S&P 500 ETF
-0.38%
-$93,993.51 
QUAL iShares MSCI USA Quality Factor ETF
-0.34%
-$766.15 
IWV ISHARES RUSSELL 3000 ETF
-0.34%
-$43,690.5 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.34%
-$38,939.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.33%
-$181,111.14 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$1,387.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.32%
-$189,721.44 
PG Procter & Gamble Co
-0.3%
-$807.84 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$722.52 
VTV Vanguard Value ETF
-0.22%
-$1,084.37 
CTAS Cintas Corporation
-0.19%
-$1,700.12 
PH Parker-Hannifin Corporation
-0.18%
-$366.8 
VO Vanguard Mid-Cap ETF
-0.17%
-$29,787.94 
IWF iShares Russell 1000 Growth ETF
-0.11%
-$4,920.48 
GEV GE Vernova Inc.
-0.04%
-$89.05 
IWO iShares Russell 2000 Growth ETF
-0.04%
-$1,119.36 
EFA iShares MSCI EAFE ETF
-0.03%
-$97.79 Events
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Dividends
Dividend Analysis
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| Trades 1080 | Longs Won 828/1080 76% | Profit Factor 16.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $832,263.91 |
| Average Win $249,123.42 | Best Trade (Aug 14) $12.85M | Sharpe Ratio -11.16 |
| Average Loss -$48,304.87 | Worst Trade (Mar 31) -$2.26M | Z-Score 11.16 (100%) |
| Commissions $0 | Avg. Trade Length 2y 10m 2d | Expectancy $179,723.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,243 | $6.8M | $15.51M | - | $8.71M | 128.2% | -2.064% |
| ABBV AbbVie Inc. | 1,180 | $232,565.2 | $302,192.1 | - | $69,626.9 | 29.94% | -1.581% |
| ACN Accenture plc Class A | 4,007 | $708,657.77 | $748,908.3 | - | $40,250.53 | 5.68% | -3.221% |
| ADP Automatic Data Processing Inc. | 1,173 | $262,693.35 | $327,467.7 | - | $64,774.35 | 24.66% | -1.537% |
| AMAT Applied Materials, Inc. | 1,296 | $240,115.68 | $587,088 | - | $346,972.32 | 144.5% | +3.921% |
| AMD Advanced Micro Devices, Inc. | 785 | $456,014.33 | $370,461.12 | - | -$85,553.21 | -18.76% | +3.456% |
| AMZN Amazon.com Inc | 6,494 | $1.26M | $1.67M | - | $409,876.94 | 32.46% | -0.518% |
| AVGO Broadcom Inc. | 2,594 | $588,357.91 | $926,576.8 | - | $338,218.89 | 57.49% | +0.011% |
| BABA Alibaba Group Holding Limited SP ADR | 12,319 | $2.08M | $1.39M | - | -$686,745.09 | -33.05% | +0.993% |
| BRK-A Berkshire Hathaway Inc. | 1 | $465,600 | $759,973 | - | $294,373 | 63.22% | -0.4% |
| BRK-B Berkshire Hathaway Inc. | 836 | $312,545.48 | $423,408.92 | - | $110,863.44 | 35.47% | -0.327% |
| CAT Caterpillar Inc. | 741 | $339,117.24 | $600,765.75 | - | $261,648.51 | 77.16% | +1.326% |
| COST Costco Wholesale Corporation | 276 | $258,189.71 | $253,122.36 | - | -$5,067.35 | -1.96% | -0.897% |
| CSCO Cisco Systems, Inc. | 1,824 | $214,247.04 | $199,162.56 | - | -$15,084.48 | -7.04% | +0.534% |
| CTAS Cintas Corporation | 4,474 | $768,504.66 | $897,797.58 | - | $129,292.92 | 16.82% | -0.189% |
| EFA iShares MSCI EAFE ETF | 2,794 | $252,511.1 | $302,240.95 | - | $49,729.85 | 19.69% | -0.032% |
| FTNT Fortinet Inc. | 1,658 | $254,701.96 | $259,841.76 | - | $5,139.8 | 2.02% | +0.23% |
| GE General Electric Company | 601 | $224,611.74 | $202,266.55 | - | -$22,345.19 | -9.95% | +0.921% |
| GEV GE Vernova Inc. | 212 | $249,070.32 | $199,581.04 | - | -$49,489.28 | -19.87% | -0.045% |
| GLD SPDR Gold Shares | 2,344 | $417,395.2 | $951,007.68 | - | $533,612.48 | 127.84% | -1.097% |
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FAQ
Which stocks have generated the highest profits for Chad Soukup?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $16.49M, Invesco QQQ Trust, Series 1 - $7.57M, Apple Inc - $7M, VANGUARD TOTAL STOCK MKT ETF - $5.74M, and Gentex Corporation - $5.39M. 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: iShares Core MSCI Emerging Markets ETF - $2.77M, iShares Core MSCI EAFE ETF - $1.69M, Invesco KBW Premium Yield Equity Fund - $878,536.35, SPDR S&P Bank ETF - $196,819.62, and Amplitude, Inc - $183,317.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chad Soukup's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.08M earned over time. The largest contributors to dividend income include iShares Core S&P Total U.S. Stock Market ETF - $4.35M, VANGUARD TOTAL STOCK MKT ETF - $2.53M, iShares Core S&P Small-Cap ETF - $1.31M, SPDR S&P MidCap 400 ETF Trust - $952,357.39, and Vanguard Mid-Cap ETF - $911,513.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad Soukup's monthly returns?
Chad Soukup'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 Chad Soukup's strategy be considered aggressive or moderate?
Chad Soukup's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Chad Soukup's strategy?
Chad Soukup'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.
