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:
127.91%
Gain -0.16%
Monthly
1.37%
Yearly
17.76%
Drawdown
33.39%
$346.96M
Equity
Holdings
$346.96M
Investment
$200.92M
$186.82M
Profit -$379,391.43
Realized
$40.78M
Unrealized
$146.04M
Dividends
$19.03M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$379,391.43
Win %
79%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$2.66M
Win %
79%
This Month
Compared to last month
Gain
-1.53%
Profit
-$5.39M
Win %
79%
This Year
Compared to last year
Gain
-1.53%
Profit
-$5.39M
Win %
80%
BABA Alibaba Group Holding Limited SP ADR
+4.78%
+$67,631.31 
INTC Intel Corporation
+2.97%
+$6,691.86 
AMD Advanced Micro Devices, Inc.
+2.72%
+$10,589.64 
SNDK SanDisk Corporation
+2.59%
+$3,122.12 
AVGO Broadcom Inc.
+2.33%
+$22,438.1 
MSFT Microsoft Corp.
+1.88%
+$35,414.04 
GEV GE Vernova Inc.
+1.88%
+$4,208.2 
MU Micron Technology, Inc.
+1.86%
+$10,884.74 
GOOG Alphabet Inc
+1.68%
+$59,970.82 
GOOGL Alphabet Inc
+1.59%
+$82,120.65 
AMZN Amazon.com Inc
+0.94%
+$15,131.02 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.89%
+$2,921.2 
XOM Exxon Mobil Corporation
+0.84%
+$3,458.36 
V Visa Inc. Class A
+0.71%
+$2,611.21 
MA Mastercard Incorporated
+0.62%
+$5,738.52 
ACN Accenture plc Class A
+0.56%
+$3,245.67 
META Meta Platforms Inc Class A
+0.41%
+$3,128.27 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$12,804.75 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$62,023.76 
FTNT Fortinet Inc.
+0.33%
+$895.32 
QQQM Invesco NASDAQ 100 ETF
+0.31%
+$10,053 
VUG Vanguard Growth ETF
+0.28%
+$1,966.24 
IWF iShares Russell 1000 Growth ETF
+0.24%
+$10,569.92 
XLC Communication Services Select Sector SPDR Fund
+0.21%
+$1,523.75 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.11%
+$12,614.24 
NVDA NVIDIA Corporation
+0.08%
+$2,706.22 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$79.42 
TSLA Tesla, Inc.
-2.59%
-$14,784.85 
GE General Electric Company
-2.41%
-$5,060.41 
LLY Eli Lilly and Company
-2.28%
-$17,639.14 
MRK Merck & Co., Inc.
-2.18%
-$4,473.02 
KLAC KLA Corporation
-1.82%
-$3,096 
CAT Caterpillar Inc.
-1.8%
-$11,744.85 
LRCX Lam Research Corporation
-1.77%
-$3,027.47 
HD The Home Depot, Inc.
-1.68%
-$8,299.2 
WMT Walmart Inc.
-1.47%
-$3,696 
AAPL Apple Inc.
-1.42%
-$228,671.34 
JNJ Johnson & Johnson
-1.39%
-$4,593.61 
GNTX Gentex Corporation
-1.38%
-$7,467.48 
CTAS Cintas Corporation
-1.37%
-$12,571.94 
PH Parker-Hannifin Corporation
-0.97%
-$1,931.16 
SBUX Starbucks Corporation
-0.94%
-$2,815.56 
JPM JPMorgan Chase & Co.
-0.89%
-$7,521.3 
GS The Goldman Sachs Group, Inc.
-0.84%
-$2,152.12 
UNH UnitedHealth Group Incorporated
-0.83%
-$2,893.77 
PG Procter & Gamble Co
-0.79%
-$2,166.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.75%
-$101,989.02 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.71%
-$24,250.68 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$152,365 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,885.95 
ABBV AbbVie Inc.
-0.63%
-$1,893.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$1,483.02 
COST Costco Wholesale Corporation
-0.63%
-$1,631.16 
ICF iShares Cohen & Steers Realty Majors ETF
-0.6%
-$9,154.32 
VB Vanguard Small-Cap ETF
-0.52%
-$20,457.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$2,066.4 
IWO iShares Russell 2000 Growth ETF
-0.51%
-$13,093.12 
CSCO Cisco Systems, Inc.
-0.49%
-$1,003.2 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.49%
-$3,028.2 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$98,301.87 
IWD iShares Russell 1000 Value ETF
-0.48%
-$12,048.97 
VTV Vanguard Value ETF
-0.47%
-$2,279.39 
IWR iShares Russell Mid-Cap ETF
-0.4%
-$1,177.44 
IWM iShares Russell 2000 ETF
-0.38%
-$10,451.67 
QUAL iShares MSCI USA Quality Factor ETF
-0.37%
-$796 
AMAT Applied Materials, Inc.
-0.36%
-$2,488.32 
VO Vanguard Mid-Cap ETF
-0.36%
-$61,703.59 
MBWM Mercantile Bank Corporation
-0.29%
-$11,422.98 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$30,292.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$119,453.89 
SYK Stryker Corporation
-0.16%
-$1,010.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$52,724.57 
ADP Automatic Data Processing Inc.
-0.09%
-$281.52 
GLD SPDR Gold Shares
-0.08%
-$703.2 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$871.42 
LIN Linde plc
-0.07%
-$190.8 
VOO Vanguard S&P 500 ETF
-0.06%
-$15,276.13 
IVV iShares Core S&P 500 ETF
-0.04%
-$5,046.75 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$260 Events
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Dividends
Dividend Analysis
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| Trades 1080 | Longs Won 813/1080 75% | Profit Factor 17.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $802,072.09 |
| Average Win $243,892.09 | Best Trade (Jul 22) $12.13M | Sharpe Ratio -12.75 |
| Average Loss -$42,943.4 | Worst Trade (Mar 31) -$2.26M | Z-Score 12.72 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 1w 6d | Expectancy $172,979.98 |
| 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 | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
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Returns
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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 - $7.58M, Apple Inc - $6.99M, VANGUARD TOTAL STOCK MKT ETF - $5.75M, 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 - $885,927.35, SPDR S&P Bank ETF - $196,819.62, and Vanguard Real Estate ETF - $180,734.49. 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 $19.03M earned over time. The largest contributors to dividend income include iShares Core S&P Total U.S. Stock Market ETF - $4.34M, VANGUARD TOTAL STOCK MKT ETF - $2.54M, iShares Core S&P Small-Cap ETF - $1.31M, SPDR S&P MidCap 400 ETF Trust - $944,069.94, and Vanguard Mid-Cap ETF - $917,824.35. 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.
