Jessica Thayer Portfolio
Invests via Unique Wealth LLC | Managed by Jessica R. Thayer, Curtis H. Parry
Invests via Unique Wealth LLC
Managed by Jessica R. Thayer, Curtis H. Parry
Automatically Tracked
Jessica Thayer Profile
Jessica Thayer stands out as a seasoned entrepreneurial founder with a notable track record in the technology sector. Her expertise extends across several successful ventures, where she has demonstrated an acute ability to innovate and adapt in fast-paced markets. With a background rooted in software development and digital solutions, she has played pivotal roles in driving growth for emerging tech companies. Jessica's leadership style emphasizes collaboration and strategic vision, positioning her as a key player in fostering industry advancements. Additionally, her involvement with various startup incubators highlights her commitment to nurturing new talent within the entrepreneurial ecosystem.
Jessica Thayer stands out as a seasoned entrepreneurial founder with a notable track record in the technology sector. Her expertise extends across several successful ventures, where she has demonstrated an acute ability to innovate and adapt in fast-paced markets. With a background rooted in software development and digital solutions, she has played pivotal roles in driving growth for emerging tech companies. Jessica's leadership style emphasizes collaboration and strategic vision, positioning her as a key player in fostering industry advancements. Additionally, her involvement with various startup incubators highlights her commitment to nurturing new talent within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Through a growth-oriented lens, Jessica Thayer leverages her extensive experience in the technology realm to identify and nurture high-potential ventures. Her hands-on approach to entrepreneurship is characterized by an emphasis on innovation, ensuring that each project remains relevant within rapidly evolving landscapes. She consistently prioritizes building scalable business models while fostering strong teams capable of executing transformative ideas. With a deep understanding of market dynamics, she effectively navigates competitive environments and drives strategic collaborations that enhance value creation for stakeholders. By mentoring emerging talent through startup incubators, she exemplifies her commitment to shaping the future of tech entrepreneurship.
Through a growth-oriented lens, Jessica Thayer leverages her extensive experience in the technology realm to identify and nurture high-potential ventures. Her hands-on approach to entrepreneurship is characterized by an emphasis on innovation, ensuring that each project remains relevant within rapidly evolving landscapes. She consistently prioritizes building scalable business models while fostering strong teams capable of executing transformative ideas. With a deep understanding of market dynamics, she effectively navigates competitive environments and drives strategic collaborations that enhance value creation for stakeholders. By mentoring emerging talent through startup incubators, she exemplifies her commitment to shaping the future of tech entrepreneurship.
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:
96.73%
Gain +0.46%
Monthly
1.63%
Yearly
21.37%
Drawdown
23.43%
$869.75M
Equity
Holdings
$869.75M
Investment
$726.35M
$232.89M
Profit +$2.11M
Realized
$89.49M
Unrealized
$143.4M
Dividends
$32.49M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$2.11M
Win %
67%
This Week
Compared To Last Week
Gain
0.24%
Profit
$2.11M
Win %
67%
This Month
Compared to last month
Gain
-0.85%
Profit
-$7.46M
Win %
67%
This Year
Compared to last year
Gain
-0.95%
Profit
-$8.19M
Win %
68%
TSLA Tesla, Inc.
+5.79%
+$69,315.4 
JNJ Johnson & Johnson
+3%
+$52,753.47 
LRCX Lam Research Corp.
+1.96%
+$3,923.99 
NVDA NVIDIA Corporation
+1.84%
+$100,454.05 
MU Micron Technology Inc.
+1.68%
+$13,215.28 
CSCO Cisco Systems, Inc.
+1.61%
+$8,369.2 
BOTT Themes Humanoid Robotics ETF
+1.51%
+$10,074.07 
XSMO Invesco S&P SmallCap Momentum ETF
+1.3%
+$14,597.22 
MCD McDonald's Corporation
+1.3%
+$11,495.36 
CSX CSX Corporation
+1.22%
+$3,553.22 
LLY Eli Lilly and Company
+1.22%
+$15,207.94 
XMMO Invesco S&P MidCap Momentum ETF
+1.22%
+$23,575 
GD General Dynamics Corp.
+1.21%
+$3,814.27 
ABBV AbbVie Inc.
+1.17%
+$11,601.69 
JPM JPMorgan Chase & Co.
+1.16%
+$5,269.8 
AVGO Broadcom Inc.
+1.16%
+$17,105.78 
ASML ASML Holding N.V. NY Registered Shares
+1.13%
+$6,541.57 
SMH VanEck Semiconductor ETF
+1.02%
+$14,762.69 
AMAT Applied Materials Inc.
+1.01%
+$4,010.02 
WMT Walmart Inc.
+1.01%
+$6,351.29 
GWW W.W. Grainger Inc.
+1%
+$6,910.1 
SOXX iShares Semiconductor ETF
+0.94%
+$2,686.47 
SSO ProShares Ultra S&P 500
+0.91%
+$53,879.24 
PTMC Pacer Trendpilot US Mid Cap ETF
+0.83%
+$4,388.8 
SNX TD SYNNEX Corporation
+0.82%
+$2,705.99 
BCTK Baron Technology ETF
+0.78%
+$5,439.65 
VOLT Tema Electrification ETF
+0.78%
+$4,384.98 
IJH iShares Core S&P Mid-Cap ETF
+0.76%
+$1,887.6 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.72%
+$5,047.77 
SMIZ Zacks Small/Mid Cap ETF
+0.71%
+$4,454.11 
MAGS Roundhill Magnificent Seven Fund
+0.67%
+$2,972.28 
CHAT Roundhill Generative AI & Technology ETF
+0.66%
+$14,680.47 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+0.66%
+$1,930.49 
COST Costco Wholesale Corp
+0.66%
+$6,169.22 
SPGI S&P Global Inc.
+0.65%
+$3,442.53 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.64%
+$1,840.74 
SCHV Schwab U.S. Large-Cap Value ETF
+0.64%
+$27,741.56 
DGRO iShares Core Dividend Growth ETF
+0.63%
+$4,993 
CHPS Xtrackers Semiconductor Select Equity ETF
+0.62%
+$6,439.94 
MCK McKesson Corporation
+0.62%
+$5,426.94 
IYG iShares U.S. Financial Services ETF
+0.61%
+$39,943.32 
ITA iShares U.S. Aerospace & Defense ETF
+0.61%
+$17,938.9 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$5,362.58 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.58%
+$1,438.29 
GROZ Zacks Focus Growth ETF
+0.58%
+$1,234.62 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.57%
+$3,932.54 
IVLU iShares MSCI Intl Value Factor ETF
+0.56%
+$4,111.56 
VONG Vanguard Russell 1000 Growth ETF
+0.55%
+$1,319.2 
JAVA JPMorgan Active Value ETF
+0.55%
+$221,098.95 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.54%
+$197,312.49 
IYR iShares U.S. Real Estate ETF
+0.54%
+$49,154.19 
ETN Eaton Corporation plc
+0.54%
+$2,259.89 
FDVV Fidelity High Dividend ETF
+0.53%
+$53,526.66 
XOM ExxonMobil Holdings Corporation
+0.52%
+$4,330.51 
BRK-B Berkshire Hathaway Inc.
+0.52%
+$4,308.96 
PGR The Progressive Corporation
+0.52%
+$1,470.27 
WM Waste Management Inc.
+0.51%
+$8,891.67 
TJX The TJX Companies, Inc.
+0.51%
+$1,679.06 
JEPI JPMorgan Equity Premium Income ETF
+0.51%
+$7,027.28 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
+0.51%
+$3,571.1 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$5,119.6 
COWZ Pacer US Cash Cows 100 ETF
+0.48%
+$24,802.94 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.48%
+$27,855.65 
VFLO VictoryShares Free Cash Flow ETF
+0.48%
+$1,720.16 
IVW iShares S&P 500 Growth ETF
+0.47%
+$2,572.16 
BALI iShares U.S. Large Cap Premium Income Active ETF
+0.47%
+$1,467.2 
ABFL Abacus FCF Leaders ETF
+0.47%
+$67,612.6 
IWR iShares Russell Mid-Cap ETF
+0.46%
+$87,977.57 
EFV iShares MSCI EAFE Value ETF
+0.46%
+$69,947.28 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
+0.46%
+$13,750.98 
IYK iShares U.S. Consumer Staples ETF
+0.45%
+$36,141 
FIDI Fidelity International High Dividend ETF
+0.45%
+$2,040.09 
IVE iShares S&P 500 Value ETF
+0.45%
+$1,865.01 
BAI iShares A.I. Innovation and Tech Active ETF
+0.45%
+$88,218 
SPYI NEOS S&P 500 High Income ETF
+0.44%
+$17,481.38 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.43%
+$1,650.8 
QUIZ Zacks Quality International ETF
+0.43%
+$3,780.81 
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF
+0.42%
+$8,896.16 
VTWO Vanguard Russell 2000 ETF
+0.41%
+$1,191.4 
PTIN Pacer Trendpilot International ETF
+0.41%
+$7,615.71 
VIGI Vanguard International Dividend Appreciation ETF
+0.41%
+$1,033.29 
PWRD TCW Transform Systems ETF
+0.41%
+$56,100.73 
IWM iShares Russell 2000 ETF
+0.4%
+$33,788.4 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
+0.4%
+$59,510.55 
TLH iShares 10-20 Year Treasury Bond ETF
+0.39%
+$16,276.12 
INTC Intel Corporation
+0.39%
+$854.08 
IVV iShares Core S&P 500 ETF
+0.39%
+$453,848.67 
VTI Vanguard Total Stock Market ETF
+0.39%
+$21,703.53 
IWB iShares Russell 1000 ETF
+0.38%
+$53,292.08 
FBCG Fidelity Blue Chip Growth ETF
+0.38%
+$96,990.24 
SPY State Street SPDR S&P 500 ETF Trust
+0.38%
+$72,272.96 
VOO Vanguard S&P 500 ETF
+0.37%
+$10,396.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.37%
+$1,187.91 
IYW iShares U.S. Technology ETF
+0.36%
+$8,756.71 
ZECP Zacks Earnings Consistent Portfolio ETF
+0.36%
+$6,998.81 
JGRO JPMorgan Active Growth ETF
+0.34%
+$4,961.55 
EDGQ Global X Nasdaq-100 Income Edge ETF
+0.33%
+$1,648.51 
VOT Vanguard Mid-Cap Growth ETF
+0.32%
+$1,173.89 
QQQ Invesco QQQ Trust, Series 1
+0.31%
+$45,238.62 
VEA Vanguard FTSE Developed Markets ETF
+0.3%
+$15,821.8 
QQQI NEOS Nasdaq-100 High Income ETF
+0.3%
+$4,303.04 
EFA iShares MSCI EAFE ETF
+0.3%
+$110,679.92 
CVX Chevron Corporation
+0.3%
+$3,911.46 
PTNQ Pacer Trendpilot 100 ETF
+0.3%
+$3,269.57 
EUSA iShares MSCI USA Equal Weighted ETF
+0.29%
+$6,710.05 
QQQM Invesco NASDAQ 100 ETF
+0.28%
+$11,361.95 
IGRO iShares International Dividend Growth ETF
+0.27%
+$1,975.5 
AMZN Amazon.com Inc
+0.27%
+$7,578.9 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.27%
+$42,884.38 
IXG iShares Global Financials ETF
+0.27%
+$1,255.45 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.26%
+$539.7 
XLK State Street Technology Select Sector SPDR ETF
+0.26%
+$2,110.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$1,573.83 
IDV iShares International Select Dividend ETF
+0.25%
+$551.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.25%
+$1,772.91 
BBJP JPMorgan BetaBuilders Japan ETF
+0.23%
+$1,584.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$58,319.2 
FQAL Fidelity Quality Factor ETF
+0.22%
+$6,336.06 
TAXF American Century Diversified Municipal Bond ETF
+0.21%
+$731 
VUG Vanguard Morningstar Growth ETF
+0.2%
+$1,117.75 
JMUB JPMorgan Municipal ETF
+0.2%
+$11,232.99 
VGT Vanguard Information Technology ETF
+0.19%
+$3,625.49 
VTEB Vanguard Tax-Exempt Bond ETF
+0.19%
+$7,254.27 
HD The Home Depot, Inc.
+0.18%
+$1,557.63 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.18%
+$10,263.37 
AOA iShares Core 80/20 Aggressive Allocation ETF
+0.18%
+$10,583.83 
IOO iShares Global 100 ETF
+0.18%
+$1,220.7 
ACWI iShares MSCI ACWI ETF
+0.18%
+$22,158.64 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.17%
+$1,295.14 
JBND JPMorgan Active Bond ETF
+0.17%
+$1,846.53 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$55,501.21 
BND Vanguard Total Bond Market ETF
+0.17%
+$345.12 
FBND Fidelity Total Bond ETF
+0.16%
+$12,584.99 
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
+0.16%
+$318.29 
IBOC International Bancshares Corp.
+0.16%
+$327.6 
JCPB JPMorgan Core Plus Bond ETF
+0.15%
+$1,683.64 
BRTR iShares Total Return Active ETF
+0.14%
+$14,305.56 
MUB iShares National Muni Bond ETF
+0.14%
+$35,263.05 
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF
+0.14%
+$7,955.4 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$7,800.81 
INMU iShares Intermediate Muni Income Active ETF
+0.13%
+$7,957.41 
EFG iShares MSCI EAFE Growth ETF
+0.1%
+$1,030.92 
AMD Advanced Micro Devices Inc.
+0.08%
+$403.4 
BINC iShares Flexible Income Active ETF
+0.07%
+$6,620.43 
JPIE JPMorgan Income ETF
+0.06%
+$135.07 
JSI Janus Henderson Securitized Income ETF
+0.05%
+$327.95 
AIQ Global X Artificial Intelligence & Technology ETF
+0.05%
+$453.57 
ACN Accenture plc
+0.04%
+$620.5 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$122.11 
VAW Vanguard Materials Index Fund ETF Shares
+0.02%
+$49.29 
KXI iShares Global Consumer Staples ETF
+0.02%
+$56.51 
IEI iShares 3-7 Year Treasury Bond ETF
+0.02%
+$865.5 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$92.46 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.01%
+$78.39 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$27.17 
PG The Procter & Gamble Company
+0.01%
+$38.15 
IGM iShares Expanded Tech Sector ETF
0%
$0 
VBIL Vanguard 0-3 Month Treasury Bill ETF
0%
$0 
ASLV Allspring Special Large Value ETF
0%
-$1.78 BRIE
BRIE
0%
$0 
MSTR Strategy Inc.
-4.51%
-$9,186.46 
ETH Ethan Allen Interiors Inc
-4.07%
-$12,020.25 
ETHB iShares Staked Ethereum Trust ETF
-3.8%
-$47,187.27 
ICLN iShares Global Clean Energy ETF
-3.62%
-$73,556.76 
IBRX ImmunityBio Inc.
-2.8%
-$13,369.9 
DE Deere & Company
-2.6%
-$5,619.56 
BTC Grayscale Bitcoin Mini Trust ETF
-2.2%
-$24,270.38 
BITB Bitwise Bitcoin ETF
-2.13%
-$130,177.64 
IBIT iShares Bitcoin Trust ETF
-2.09%
-$60,371.52 
META Meta Platforms Inc Class A
-1.78%
-$29,953.2 
SPCX Space Exploration Technologies Corp. Class A
-1.7%
-$5,617.52 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF
-1.6%
-$18,684.58 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.39%
-$7,395.44 
AAPL Apple Inc.
-1.28%
-$84,930 
EMOP AB Emerging Markets Opportunities ETF
-1.26%
-$256,043.27 
NOW ServiceNow Inc.
-1.25%
-$6,455.25 
IEMG iShares Core MSCI Emerging Markets ETF
-1.18%
-$26,705.01 
SCHE Schwab Emerging Markets Equity ETF
-1.17%
-$2,547.74 
ORCL Oracle Corporation
-1.13%
-$5,319.32 
JIG JPMorgan International Growth ETF
-1.12%
-$8,809.2 
CRWD CrowdStrike Holdings, Inc.
-1.12%
-$2,983.69 
XLC State Street Communication Services Select Sector SPDR ETF
-1.01%
-$3,303.09 
CAT Caterpillar Inc.
-1.01%
-$4,767.88 
NFLX Netflix Inc.
-0.9%
-$2,571.59 
SYK Stryker Corp.
-0.9%
-$4,985.73 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.89%
-$91,909.11 
EMGF iShares Emerging Markets Equity Factor ETF
-0.88%
-$23,740.47 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.84%
-$1,952.28 
NLR VanEck Uranium and Nuclear ETF
-0.79%
-$2,696.58 
GOOG Alphabet Inc
-0.72%
-$13,487.33 
ABLD Abacus FCF Real Assets Leaders ETF
-0.69%
-$43,907.51 
GOOGL Alphabet Inc
-0.68%
-$21,216.09 
IEV iShares Europe ETF
-0.67%
-$5,269.92 
MA Mastercard Inc. Class A Common Stock
-0.66%
-$6,167.72 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.6%
-$5,389.02 
ABNB Airbnb Inc. Class A Common Stock
-0.42%
-$1,710.71 
V Visa Inc. Class A
-0.39%
-$5,744.33 
JIVE JPMorgan International Value ETF
-0.37%
-$4,276.65 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.25%
-$623.04 
DIS The Walt Disney Company
-0.21%
-$591.73 
IAU iShares Gold Trust
-0.2%
-$6,265.5 
IXUS iShares Core MSCI Total International Stock ETF
-0.2%
-$1,775.16 
VXUS Vanguard Total International Stock ETF
-0.19%
-$3,164.17 
PHYS Sprott Physical Gold Trust
-0.08%
-$196.87 
APH Amphenol Corp. Class A Common Stock
-0.08%
-$467.07 
PANW Palo Alto Networks, Inc.
-0.07%
-$162.12 
BIDD iShares International Dividend Active ETF
-0.05%
-$260.95 
MSFT Microsoft Corporation Common Stock
-0.03%
-$1,174.74 
XBIL F/m US Treasury 6 Month Bill ETF
-0.01%
-$41.9 Events
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Dividends
Dividend Analysis
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| Trades 1947 | Longs Won 1340/1947 68% | Profit Factor 12.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $576,160.77 |
| Average Win $188,492.85 | Best Trade (Oct 20) $15.73M | Sharpe Ratio -10.11 |
| Average Loss -$32,432.99 | Worst Trade (Oct 26) -$1.35M | Z-Score 3.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $119,616.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,000 | $3.43M | $6.52M | - | $3.09M | 89.99% | -1.285% |
| ABBV AbbVie Inc. | 3,484 | $616,077.3 | $1.01M | - | $390,694.18 | 63.42% | +1.166% |
| ABFL Abacus FCF Leaders ETF | 185,240 | $13M | $14.62M | - | $1.62M | 12.48% | +0.465% |
| ABLD Abacus FCF Real Assets Leaders ETF | 204,221 | $6.15M | $6.36M | - | $202,865.18 | 3.3% | -0.686% |
| ABNB Airbnb Inc. Class A Common Stock | 2,376 | $300,041.01 | $406,985.04 | - | $106,944.03 | 35.64% | -0.419% |
| ACN Accenture plc | 6,205 | $1.11M | $1.55M | - | $435,124.2 | 39.1% | +0.04% |
| ACWI iShares MSCI ACWI ETF | 79,138 | $9.72M | $12.43M | - | $2.71M | 27.83% | +0.179% |
| AGG iShares Core U.S. Aggregate Bond ETF | 336,371 | $33.19M | $32.33M | - | -$852,447.99 | -2.57% | +0.172% |
| AIQ Global X Artificial Intelligence & Technology ETF | 15,119 | $818,034.38 | $942,216.08 | - | $124,181.7 | 15.18% | +0.048% |
| AMAT Applied Materials Inc. | 1,047 | $757,008.93 | $398,980.29 | - | -$358,028.64 | -47.3% | +1.015% |
| AMD Advanced Micro Devices Inc. | 996 | $586,299.01 | $515,126.22 | - | -$71,172.79 | -12.14% | +0.078% |
| AMZN Amazon.com Inc | 11,228 | $1.91M | $2.79M | - | $879,807.47 | 46.01% | +0.272% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 60,479 | $4.05M | $5.84M | - | $1.78M | 44.01% | +0.182% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 15,237 | $681,533.65 | $742,727.56 | - | $61,193.91 | 8.98% | +0.175% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 82,107 | $4.07M | $5.61M | - | $1.53M | 37.64% | +0.183% |
| APH Amphenol Corp. Class A Common Stock | 7,785 | $263,016.22 | $576,323.55 | - | $313,307.33 | 119.12% | -0.081% |
| ASLV Allspring Special Large Value ETF | 17,809 | $498,088.32 | $544,668.68 | - | $46,580.36 | 9.35% | 0.0 |
| ASML ASML Holding N.V. NY Registered Shares | 368 | $715,758.75 | $584,963.97 | - | -$130,794.78 | -18.27% | +1.131% |
| AVGO Broadcom Inc. | 4,586 | $1.56M | $1.49M | - | -$64,400.8 | -4.14% | +1.16% |
| BAI iShares A.I. Innovation and Tech Active ETF | 490,100 | $16.66M | $19.91M | - | $3.24M | 19.46% | +0.445% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jessica Thayer?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $20.44M, Schwab U.S. Large-Cap Growth ETF - $13.29M, State Street SPDR S&P 500 ETF Trust - $11.62M, ProShares Ultra S&P 500 - $6.47M, and Pacer US Cash Cows 100 ETF - $6.43M. 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: Bitwise Ethereum ETF - $625,217.04, Bitwise Bitcoin ETF - $601,534.32, Accenture plc - $581,411.67, Fiserv, Inc - $577,403.9, and Adobe Inc - $572,393.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Thayer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.49M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.95M, iShares Core U.S. Aggregate Bond ETF - $2.85M, iShares MSCI EAFE ETF - $2.24M, Global X Nasdaq 100 Covered Call ETF - $1.96M, and iShares National Muni Bond ETF - $1.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Thayer's monthly returns?
Jessica Thayer'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 Jessica Thayer's strategy be considered aggressive or moderate?
Jessica Thayer's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jessica Thayer's strategy?
Jessica Thayer'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.
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