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:
83.17%
Gain -1.19%
Monthly
1.71%
Yearly
22.53%
Drawdown
23.42%
$857.93M
Equity
Holdings
$857.93M
Investment
$701.63M
$241.45M
Profit -$6.58M
Realized
$85.14M
Unrealized
$156.31M
Dividends
$31.14M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.19%
Profit
-$6.58M
Win %
70%
This Week
Compared To Last Week
Gain
-1.62%
Profit
-$14.15M
Win %
70%
This Month
Compared to last month
Gain
-1.18%
Profit
-$10.26M
Win %
70%
This Year
Compared to last year
Gain
-0.07%
Profit
-$492,798.49
Win %
69%
AAPL Apple Inc.
+3.56%
+$206,059.27 
UBER Uber Technologies, Inc.
+2.05%
+$5,791.82 
DJP iPath Bloomberg Commodity Index Total Return ETN
+1.82%
+$195,021.12 
ABBV AbbVie Inc.
+1.63%
+$13,579.2 
DIS The Walt Disney Company
+1.6%
+$4,218.42 
CSX CSX Corporation
+1.39%
+$3,124.88 
ACN Accenture plc Class A
+1.22%
+$15,699.04 
AON Aon plc
+1.02%
+$2,914 
XOM Exxon Mobil Corporation
+0.63%
+$5,977.92 
GOOG Alphabet Inc
+0.61%
+$9,983.67 
IBOC International Bancshares Corporation
+0.61%
+$1,341.6 
XLC Communication Services Select Sector SPDR Fund
+0.6%
+$1,883.64 
GOOGL Alphabet Inc
+0.59%
+$20,946.9 
GD General Dynamics Corporation
+0.42%
+$1,293.51 
PGR Progressive Corporation
+0.35%
+$930 
PG Procter & Gamble Co
+0.26%
+$932.4 
TJX The TJX Companies, Inc.
+0.24%
+$803.1 
MSFT Microsoft Corp.
+0.16%
+$6,698.41 
DE Deere & Company
+0.13%
+$288.84 
IYK iShares U.S. Consumer Staples ETF
+0.12%
+$8,487.54 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$663.2 
NOW ServiceNow, Inc.
+0.05%
+$262.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$155.49 
NFLX Netflix, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 BRIE
BRIE
0%
$0 
LRCX Lam Research Corporation
-5.64%
-$10,537.53 
INTC Intel Corporation
-5.57%
-$14,438.88 
PSLV Sprott Physical Silver Trust
-5.37%
-$25,963.33 
ORCL Oracle Corporation
-5.29%
-$32,893.97 
MU Micron Technology, Inc.
-4.6%
-$42,570.02 
IBRX ImmunityBio, Inc.
-4.22%
-$19,764.2 
NLR VanEck Uranium and Nuclear ETF
-4.12%
-$19,255.86 
SILJ Amplify Junior Silver Miners ETF
-4.1%
-$23,435.9 
AMD Advanced Micro Devices, Inc.
-3.36%
-$13,051.27 
AMAT Applied Materials, Inc.
-3.19%
-$18,493.16 
CHAT Roundhill Generative AI & Technology ETF
-3%
-$80,431.1 
BAI iShares A.I. Innovation and Tech Active ETF
-2.9%
-$603,410.56 
GEV GE Vernova Inc.
-2.9%
-$4,845.28 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.57%
-$7,334.87 
BOTT Themes Robotic & Automation ETF
-2.51%
-$23,098.08 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-2.46%
-$30,321.87 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$11,701.03 
SMH VanEck Semiconductor ETF
-2.44%
-$65,552.79 
NVDA NVIDIA Corporation
-2.36%
-$132,614.28 
EMOP AB Emerging Markets Opportunities ETF
-2.33%
-$522,723.64 
PLTR Palantir Technologies Inc.
-2.18%
-$9,937.17 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.13%
-$66,363.82 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$36,779.65 
XMMO Invesco S&P MidCap Momentum ETF
-1.96%
-$35,304.17 
SYK Stryker Corporation
-1.96%
-$11,836.46 
SPGI S&P Global Inc.
-1.88%
-$10,314.9 
CSCO Cisco Systems, Inc.
-1.83%
-$6,228 
PHYS Sprott Physical Gold Trust
-1.8%
-$17,205 
AAAU Goldman Sachs Physical Gold ETF
-1.73%
-$4,852.5 
IAU iShares Gold Trust
-1.72%
-$55,499.47 
BCTK Baron Technology ETF
-1.7%
-$11,509.17 
VAW Vanguard Materials ETF
-1.62%
-$3,692.57 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$23,962.95 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$15,010.66 
HD The Home Depot, Inc.
-1.53%
-$12,680.64 
PWRD TCW Transform Systems ETF
-1.52%
-$221,483.57 
ETN Eaton Corporation plc
-1.46%
-$7,665.35 
META Meta Platforms Inc Class A
-1.42%
-$24,168.76 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$3,631.03 
JIG JPMorgan International Growth ETF
-1.4%
-$11,280.01 
IBIT iShares Bitcoin Trust
-1.4%
-$39,581.42 
BITB Bitwise Bitcoin ETF
-1.39%
-$97,406.64 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$11,698.02 
APH Amphenol Corporation
-1.38%
-$11,872 
VOLT Tema Electrification Fund
-1.35%
-$7,383.32 
IXUS iShares Core International Stock ETF
-1.35%
-$10,881.62 
CAT Caterpillar Inc.
-1.29%
-$7,212.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$23,067.82 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$2,796.38 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$2,453.73 
MCK McKesson Corporation
-1.25%
-$12,454.46 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.24%
-$23,867.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$67,561.2 
IGM iShares Expanded Tech Sector ETF
-1.21%
-$17,969.92 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$10,954.55 
SSO ProShares Ultra S&P500
-1.17%
-$70,391.43 
ABNB Airbnb, Inc.
-1.17%
-$5,858.82 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$46,970.56 
TLT iShares 20+ Year Treasury Bond ETF
-1.16%
-$10,218.2 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$4,321.8 
TSLA Tesla, Inc.
-1.13%
-$12,742.08 
FBCG Fidelity Blue Chip Growth Fund
-1.07%
-$263,612.58 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$172,206.69 
ICLN iShares Global Clean Energy ETF
-1.05%
-$24,524.06 
PTNQ Pacer Trendpilot 100 ETF
-1.03%
-$11,442.21 
VGT Vanguard Information Technology ETF
-1.03%
-$21,753.32 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$2,463.8 
IWM iShares Russell 2000 ETF
-1%
-$88,988.11 
VTWO Vanguard Russell 2000 ETF
-1%
-$3,273.66 
IYW iShares U.S. Technology ETF
-0.98%
-$19,197.68 
AVGO Broadcom Inc.
-0.97%
-$16,340.65 
SNX TD Synnex Corporation
-0.97%
-$3,345.83 
PTIN Pacer Trendpilot International ETF
-0.97%
-$19,368.21 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$40,827.93 
QUIZ Zacks Quality International Fund
-0.95%
-$8,340.92 
ABFL Abacus FCF Leaders ETF
-0.94%
-$133,792.12 
VO Vanguard Mid-Cap ETF
-0.91%
-$6,381.76 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$174,962 
IYR iShares U.S. Real Estate ETF
-0.9%
-$83,667.22 
QQQI Neos NASDAQ-100 High Income ETF
-0.9%
-$5,007.8 
JGRO JPMorgan Active Growth ETF
-0.85%
-$12,192.05 
ACWI iShares MSCI ACWI ETF
-0.85%
-$106,269.04 
EUSA iShares MSCI USA Equal Weighted ETF
-0.85%
-$18,140.78 
JGLO JPMorgan Global Select Equity ETF
-0.84%
-$10,535.92 
EFA iShares MSCI EAFE ETF
-0.83%
-$321,223.25 
JIVE JPMorgan International Value ETF
-0.82%
-$9,899.01 
XSMO Invesco S&P SmallCap Momentum ETF
-0.82%
-$7,695.57 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.81%
-$49,100.05 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.81%
-$1,727.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$5,240.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$3,214.56 
AOA iShares Core Aggressive Allocation ETF
-0.77%
-$43,909.76 
WM Waste Management, Inc.
-0.75%
-$11,780.01 
IEV iShares Europe ETF
-0.75%
-$6,029.1 
MUB iShares National Muni Bond ETF
-0.73%
-$176,838.32 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.73%
-$5,299.92 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.72%
-$2,564.76 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.72%
-$41,305.5 
JSI Janus Henderson Securitized Income ETF
-0.72%
-$5,512.96 
TAXF American Century Diversified Municipal Bond ETF
-0.72%
-$2,558.5 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$111,292.29 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$53,684.98 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$18,771.4 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$4,779.45 
BRTR iShares Total Return Act ETF
-0.69%
-$65,618.33 
FBND Fidelity Total Bond ETF
-0.68%
-$50,970.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.68%
-$4,669.91 
IVLU iShares MSCI International Value Factor ETF
-0.67%
-$5,112.06 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.66%
-$4,405.63 
IWB iShares Russell 1000 ETF
-0.66%
-$89,229.25 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$2,384.78 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.64%
-$224,205.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.63%
-$2,414.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$201,753.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$35,413.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$35,148.94 
ASLV Allspring Special Large Value ETF
-0.61%
-$3,566.01 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$5,369.84 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.61%
-$3,308.48 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$87,613.97 
VOO Vanguard S&P 500 ETF
-0.6%
-$16,586.24 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$116,385.27 
IVV iShares Core S&P 500 ETF
-0.59%
-$685,969.74 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$33,430.02 
GWW W.W. Grainger, Inc.
-0.58%
-$4,721.2 
JBND JPMorgan Active Bond ETF
-0.57%
-$5,945.4 
BNDX Vanguard Total International Bond ETF
-0.57%
-$4,738.5 
XLE Energy Select Sector SPDR Fund
-0.57%
-$2,099.75 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.55%
-$4,304.6 
IYG iShares U.S. Financial Services ETF
-0.54%
-$34,838.44 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$24,580.52 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$16,372.45 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$1,295.5 
SPYI NEOS S&P 500 High Income ETF
-0.51%
-$16,332.84 
VUG Vanguard Growth ETF
-0.5%
-$3,318.92 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$10,269.56 
CVX Chevron Corporation
-0.48%
-$7,953.66 
INMU iShares Intermediate Muni Income Active ETF
-0.47%
-$30,142.42 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$132,286.75 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$3,860.43 
BINC iShares Flexible Income Active ETF
-0.45%
-$40,745.19 
EDGQ Global X Nasdaq-100 Income Edge ETF
-0.44%
-$1,625.88 
FQAL Fidelity Quality Factor ETF
-0.43%
-$12,285.55 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
-0.42%
-$8,315.17 
JAVA JPMorgan Active Value ETF
-0.39%
-$150,588.48 
VFLO VictoryShares Free Cash Flow ETF
-0.39%
-$1,389.36 
MA Mastercard Incorporated
-0.39%
-$3,379.17 
IOO iShares Global 100 ETF
-0.36%
-$2,394.45 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$17,665.44 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$51,955.4 
ABLD Aba Fcf Real Asset Laddered ETF
-0.33%
-$21,571 
JPM JPMorgan Chase & Co.
-0.33%
-$1,386.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$1,964.71 
FDVV Fidelity High Dividend ETF
-0.32%
-$28,002.6 
IXG iShares Global Financials ETF
-0.31%
-$1,400.62 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$1,290.24 
JPIE JPMorgan Income ETF
-0.28%
-$583.44 
VONV Vanguard Russell 1000 Value Index Fund
-0.28%
-$944.68 
ZECP Zacks Earnings Consistent Portfolio
-0.27%
-$4,740.1 
IDV iShares International Select Dividend ETF
-0.27%
-$630.12 
JNJ Johnson & Johnson
-0.27%
-$4,355.85 
OXY Occidental Petroleum Corporation
-0.23%
-$758.24 
AMZN Amazon.com Inc
-0.17%
-$4,689.85 
MCD McDonald's Corporation
-0.17%
-$1,502.16 
MAGS Roundhill Magnificent Seven Fund
-0.17%
-$969.84 
LLY Eli Lilly and Company
-0.13%
-$1,548.6 
MEAR iShares Short Maturity Bond ETF
-0.1%
-$203.9 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$386.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$598.71 
WMT Walmart Inc.
-0.07%
-$343.7 
V Visa Inc. Class A
-0.03%
-$490.68 
ETHB iShares Staked Ethereum Trust ETF
-0.03%
-$428.44 
COST Costco Wholesale Corporation
-0.02%
-$218.02 
XBIL U.S. Treasury 6-Month Bill ETF
-0.02%
-$73.06 Events
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Dividends
Dividend Analysis
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| Trades 1759 | Longs Won 1227/1759 69% | Profit Factor 14.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $621,197.73 |
| Average Win $210,888.07 | Best Trade (Aug 14) $16.07M | Sharpe Ratio -10.15 |
| Average Loss -$32,542.08 | Worst Trade (Aug 02) -$2.21M | Z-Score 9.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $137,263.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 6,470 | $256,018 | $275,686.7 | - | $19,668.7 | 7.68% | -1.73% |
| AAPL Apple Inc. | 18,349 | $3.22M | $5.99M | - | $2.78M | 86.33% | +3.561% |
| ABBV AbbVie Inc. | 3,312 | $571,083.35 | $844,593.12 | - | $273,509.77 | 47.89% | +1.634% |
| ABFL Abacus FCF Leaders ETF | 173,756 | $12.07M | $14.04M | - | $1.97M | 16.3% | -0.944% |
| ABLD Aba Fcf Real Asset Laddered ETF | 196,100 | $5.91M | $6.44M | - | $534,405.53 | 9.05% | -0.334% |
| ABNB Airbnb, Inc. | 2,959 | $373,662.19 | $496,076.35 | - | $122,414.16 | 32.76% | -1.167% |
| ACN Accenture plc Class A | 7,336 | $1.46M | $1.31M | - | -$157,915.32 | -10.79% | +1.217% |
| ACWI iShares MSCI ACWI ETF | 78,139 | $9.57M | $12.41M | - | $2.84M | 29.71% | -0.849% |
| AGG iShares Core U.S. Aggregate Bond ETF | 330,744 | $32.65M | $31.77M | - | -$879,558.26 | -2.69% | -0.631% |
| AIQ Global X Artificial Intelligence & Technology ETF | 23,265 | $1.22M | $1.47M | - | $247,190.9 | 20.26% | -1.607% |
| AMAT Applied Materials, Inc. | 1,237 | $894,384 | $561,474.3 | - | -$332,909.7 | -37.22% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 746 | $433,359 | $375,685.6 | - | -$57,673.4 | -13.31% | -3.357% |
| AMZN Amazon.com Inc | 10,659 | $1.77M | $2.69M | - | $915,092.55 | 51.68% | -0.174% |
| AOA iShares Core Aggressive Allocation ETF | 57,776 | $3.79M | $5.64M | - | $1.85M | 48.82% | -0.772% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 14,722 | $656,432.56 | $723,880.74 | - | $67,448.18 | 10.27% | -0.727% |
| AON Aon plc | 940 | $303,418.46 | $289,322.6 | - | -$14,095.86 | -4.65% | +1.017% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 82,611 | $4.1M | $5.7M | - | $1.6M | 39.12% | -0.72% |
| APH Amphenol Corporation | 10,600 | $358,121 | $850,332 | - | $492,211 | 137.44% | -1.377% |
| ASLV Allspring Special Large Value ETF | 19,090 | $533,983.32 | $576,899.8 | - | $42,916.48 | 8.04% | -0.614% |
| ASML ASML Holding N.V. New York Registry Shares | 276 | $549,085 | $465,646.5 | - | -$83,438.5 | -15.2% | -2.451% |
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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 - $20.11M, SPDR S&P 500 ETF Trust - $11.49M, Schwab U.S. Large-Cap Growth ETF - $11.1M, ProShares Ultra S&P500 - $6.46M, and Pacer US Cash Cows 100 ETF - $6.4M. 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, Fiserv, Inc - $577,403.9, Adobe Inc - $572,393.65, Intuit Inc - $498,018.77, and Accenture plc Class A - $448,968.62. 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 $31.14M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.62M, iShares Core U.S. Aggregate Bond ETF - $2.85M, iShares MSCI EAFE ETF - $2.24M, Global X Nasdaq 100 Covered Call ETF - $1.95M, and iShares National Muni Bond ETF - $1.77M. 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.
