Peter Joers Portfolio
Invests via Avos Capital Management LLC | Managed by Josh Blanchfield, Martin Hutter, Gavin Walsh
Invests via Avos Capital Management LLC
Managed by Josh Blanchfield, Martin Hutter, Gavin Walsh
Automatically Tracked
Peter Joers Profile
With extensive experience in the technology sector, Peter Joers has cultivated a reputation for driving innovation and growth. His entrepreneurial path includes founding and scaling successful startups that focus on software solutions tailored to market needs. Known for his hands-on leadership style, he has played pivotal roles in fostering collaboration between engineering teams and business development functions. Joers' ability to navigate complex challenges positions him as a key player in the investment landscape, where his insights are invaluable for venture capital firms seeking promising tech ventures.
With extensive experience in the technology sector, Peter Joers has cultivated a reputation for driving innovation and growth. His entrepreneurial path includes founding and scaling successful startups that focus on software solutions tailored to market needs. Known for his hands-on leadership style, he has played pivotal roles in fostering collaboration between engineering teams and business development functions. Joers' ability to navigate complex challenges positions him as a key player in the investment landscape, where his insights are invaluable for venture capital firms seeking promising tech ventures.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Peter Joers embodies an entrepreneurial approach to investing. His firsthand experience in scaling software startups informs his ability to identify transformative opportunities. With a focus on innovation and market demand, he seeks out ventures that align with future tech trends while delivering tangible solutions. Strategic partnerships are crucial in his investment philosophy, allowing him to leverage insights from diverse perspectives within the industry. By fostering synergy among development teams and business functions, he enhances value creation in portfolio companies aimed at long-term growth.
In the rapidly evolving technology landscape, Peter Joers embodies an entrepreneurial approach to investing. His firsthand experience in scaling software startups informs his ability to identify transformative opportunities. With a focus on innovation and market demand, he seeks out ventures that align with future tech trends while delivering tangible solutions. Strategic partnerships are crucial in his investment philosophy, allowing him to leverage insights from diverse perspectives within the industry. By fostering synergy among development teams and business functions, he enhances value creation in portfolio companies aimed at long-term growth.
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:
18.2%
Gain -0.03%
Monthly
0.79%
Yearly
9.95%
Drawdown
6.72%
$240.71M
Equity
Holdings
$240.71M
Investment
$227.13M
$27.09M
Profit -$70,377.26
Realized
$13.51M
Unrealized
$13.58M
Dividends
$10.38M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$70,377.26
Win %
61%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$70,377.26
Win %
61%
This Month
Compared to last month
Gain
-0.01%
Profit
-$34,558.56
Win %
61%
This Year
Compared to last year
Gain
-0.01%
Profit
-$20,000.11
Win %
71%
VLO Valero Energy Corporation
+3.06%
+$10,146.76 
IEMG iShares Core MSCI Emerging Markets ETF
+1.4%
+$13,887.72 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+1.19%
+$9,968.83 
ET Energy Transfer L.P.
+1.12%
+$3,227.59 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.66%
+$51,899.75 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.65%
+$6,953.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$4,221.22 
AVOS Avos Global Equities ETF
+0.58%
+$457,448.71 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$2,624.01 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.39%
+$24,792.53 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.32%
+$25,981.47 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$5,367.7 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.96%
-$137,312.33 
TLT iShares 20+ Year Treasury Bond ETF
-0.84%
-$46,361.25 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.76%
-$43,301.7 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.44%
-$9,968.46 
IAUM iShares Gold Trust Micro
-0.44%
-$2,439.9 
GLDM SPDR Gold MiniShares Trust
-0.41%
-$27,690.96 
SGOL abrdn Physical Gold Shares ETF
-0.39%
-$23,231.09 
DBC Invesco DB Commodity Index Tracking Fund
-0.23%
-$33,226.57 
TIP iShares TIPS Bond ETF
-0.22%
-$1,344.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.11%
-$1,496.56 Events
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Dividends
Dividend Analysis
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| Trades 247 | Longs Won 157/247 63% | Profit Factor 5.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $510,897.67 |
| Average Win $214,807.77 | Best Trade (Sep 04) $10.25M | Sharpe Ratio -9.45 |
| Average Loss -$73,702.65 | Worst Trade (Oct 05) -$1.05M | Z-Score -0.95 (65.9%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $109,682.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,268 | 2,941 | 2,614 | 2,288 | 1,961 | 1,634 | 1,307 | 980 | 654 | 327 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVOS Avos Global Equities ETF | 2.95M | $72.69M | $79.52M | - | $6.84M | 9.4% | +0.579% |
| BRK-B Berkshire Hathaway Inc. | 1,280 | $601,561.98 | $646,016.01 | - | $44,454.03 | 7.39% | +0.408% |
| DBC Invesco DB Commodity Index Tracking Fund | 443,021 | $10.13M | $14.38M | - | $4.25M | 41.93% | -0.23% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 19,315 | $888,689.91 | $1.08M | - | $188,700.79 | 21.23% | +0.65% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 13,290 | $758,901.01 | $851,358.73 | - | $92,457.72 | 12.18% | +1.185% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 399,715 | $8.23M | $8.23M | - | $1,733.72 | 0.02% | +0.317% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 260,974 | $6.38M | $6.45M | - | $67,664.51 | 1.06% | +0.386% |
| ET Energy Transfer L.P. | 14,033 | $247,917.76 | $290,483.1 | - | $42,565.34 | 17.17% | +1.124% |
| GLDM SPDR Gold MiniShares Trust | 81,444 | $5.31M | $6.65M | - | $1.35M | 25.41% | -0.414% |
| GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 148,285 | $5.93M | $7.93M | - | $2M | 33.7% | +0.659% |
| IAUM iShares Gold Trust Micro | 13,555 | $576,566.64 | $557,788.25 | - | -$18,778.39 | -3.26% | -0.436% |
| IEMG iShares Core MSCI Emerging Markets ETF | 12,024 | $773,787.52 | $1M | - | $230,396.84 | 29.78% | +1.402% |
| LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund | 319,331 | $16.49M | $14.2M | - | -$2.29M | -13.89% | -0.958% |
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 117,276 | $1.81M | $2.27M | - | $457,982.15 | 25.28% | -0.437% |
| SGOL abrdn Physical Gold Shares ETF | 149,878 | $4.18M | $5.89M | - | $1.71M | 40.82% | -0.393% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 766,814 | $77.15M | $77.02M | - | -$129,797.47 | -0.17% | +0.007% |
| SPTL SPDR Portfolio Long Term Treasury ETF | 240,565 | $6.37M | $5.67M | - | -$697,458.05 | -10.95% | -0.758% |
| TIP iShares TIPS Bond ETF | 5,975 | $644,029.83 | $620,712.87 | - | -$23,316.96 | -3.62% | -0.216% |
| TLT iShares 20+ Year Treasury Bond ETF | 71,325 | $6.18M | $5.48M | - | -$703,803.93 | -11.38% | -0.839% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 18,707 | $1.12M | $1.33M | - | $208,210.86 | 18.57% | -0.112% |
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FAQ
Which stocks have generated the highest profits for Peter Joers?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $4.61M, Cameco Corporation - $2.45M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.17M, Valero Energy Corporation - $1.8M, and WisdomTree Emerging Markets High Dividend Fund - $1.25M. 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: Vital Energy Inc - $628,826.38, Chevron Corporation - $228,145.28, ProShares VIX Short-Term Futures ETF - $100,406, Peabody Energy Corporation - $83,720.67, and Invesco DB US Dollar Index Bullish Fund - $50,253.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peter Joers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.38M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $4.61M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $1.17M, iShares 20+ Year Treasury Bond ETF - $577,928.37, SPDR Bloomberg Emerging Markets Local Bond ETF - $506,191.72, and VanEck J.P. Morgan EM Local Currency Bond ETF - $502,776.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter Joers's monthly returns?
Peter Joers's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Peter Joers's strategy be considered aggressive or moderate?
Peter Joers's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Peter Joers's strategy?
Peter Joers's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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