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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:
35.08%
Gain -0.01%
Monthly
0.56%
Yearly
6.94%
Drawdown
15.8%
$342.48M
Equity
Holdings
$342.48M
Investment
$197.52M
$188.5M
Profit -$38,670.44
Realized
$38.76M
Unrealized
$149.74M
Dividends
$18.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$38,670.44
Win %
82%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$38,670.44
Win %
82%
This Month
Compared to last month
Gain
-1.14%
Profit
-$3.95M
Win %
82%
This Year
Compared to last year
Gain
7.04%
Profit
$23.39M
Win %
81%
AMAT Applied Materials, Inc.
+2.64%
+$19,095.26 
JPM JPMorgan Chase & Co.
+2.31%
+$17,554.46 
SYK Stryker Corporation
+2.15%
+$4,618.24 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$6,321.99 
TSLA Tesla, Inc.
+1.82%
+$9,828 
MBWM Mercantile Bank Corporation
+1.81%
+$64,197.84 
ACN Accenture plc Class A
+1.65%
+$11,205.6 
CAT Caterpillar Inc.
+1.44%
+$8,850.97 
ABBV AbbVie Inc.
+1.32%
+$3,552 
JNJ Johnson & Johnson
+1.07%
+$3,131.82 
V Visa Inc. Class A
+1.05%
+$3,507.02 
IWD iShares Russell 1000 Value ETF
+0.98%
+$23,995.85 
VO Vanguard Mid-Cap ETF
+0.97%
+$163,131.56 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$196,398.88 
ICF iShares Cohen & Steers Realty Majors ETF
+0.96%
+$14,385.36 
VTV Vanguard Value ETF
+0.94%
+$4,448.12 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$2,676 
IWM iShares Russell 2000 ETF
+0.87%
+$23,916.73 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,012.68 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$30,155.75 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$1,739.46 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$4,531.4 
SBUX Starbucks Corporation
+0.74%
+$2,164.48 
HD The Home Depot, Inc.
+0.73%
+$3,427.2 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$166,122.13 
MA Mastercard Incorporated
+0.71%
+$5,198.06 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,017.12 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$96,279.41 
VB Vanguard Small-Cap ETF
+0.7%
+$27,173.33 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$22,692.21 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$16,740.07 
GNTX Gentex Corporation
+0.62%
+$3,563.68 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$112,594.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$339,747.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$295,824.24 
IVV iShares Core S&P 500 ETF
+0.55%
+$73,383.17 
VOO Vanguard S&P 500 ETF
+0.55%
+$115,172.13 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,893.22 
GOOGL Alphabet Inc
+0.53%
+$29,003.35 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$64,371.25 
GOOG Alphabet Inc
+0.45%
+$16,859.2 
WMT Walmart Inc.
+0.45%
+$1,207.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,215.36 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$37,706.11 
XOM Exxon Mobil Corporation
+0.28%
+$823.66 
EFA iShares MSCI EAFE ETF
+0.28%
+$810.54 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$8,872.2 
VUG Vanguard Growth ETF
+0.18%
+$1,254.6 
NVDA NVIDIA Corporation
+0.16%
+$4,338.24 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$1,601.47 
MSFT Microsoft Corp.
+0.1%
+$1,785.56 
GLD SPDR Gold Shares
+0.06%
+$515.68 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,457.92 
CTAS Cintas Corporation
-3.08%
-$22,792 
LLY Eli Lilly and Company
-2.41%
-$15,903.52 
AAPL Apple Inc.
-1.52%
-$211,954.5 
MU Micron Technology, Inc.
-1.43%
-$8,441.93 
AMZN Amazon.com Inc
-1.23%
-$16,691.38 
NFLX Netflix, Inc.
-1.14%
-$1,978.11 
AVGO Broadcom Inc.
-0.91%
-$7,276.51 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$3,113.75 
META Meta Platforms Inc Class A
-0.26%
-$1,705.21 Events
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Dividends
Dividend Analysis
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| Trades 1017 | Longs Won 771/1017 75% | Profit Factor 18.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $829,112.78 |
| Average Win $258,683.01 | Best Trade (Jun 14) $12.21M | Sharpe Ratio -6.61 |
| Average Loss -$44,495.46 | Worst Trade (Mar 31) -$2.26M | Z-Score 12.71 (100%) |
| Commissions $0 | Avg. Trade Length 2y 10m | Expectancy $185,347.81 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
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Returns
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