PJ
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:
12.87%
Gain +0.63%
Monthly
0.7%
Yearly
8.68%
Drawdown
5.31%
$260.5M
Equity
Holdings
$260.5M
Investment
$241.69M
$30.08M
Profit +$1.7M
Realized
$11.26M
Unrealized
$18.81M
Dividends
$8.49M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.63%
Profit
$1.7M
Win %
65%
This Week
Compared To Last Week
Gain
0.66%
Profit
$1.7M
Win %
65%
This Month
Compared to last month
Gain
0.09%
Profit
$235,872.61
Win %
65%
This Year
Compared to last year
Gain
-4.03%
Profit
-$8.04M
Win %
76%
CCJ Cameco Corporation
+6.25%
+$14,019.3 
AMZN Amazon.com Inc
+2.96%
+$19,188.54 
IAUM iShares Gold Trust Micro
+2.59%
+$12,463.4 
SGOL abrdn Physical Gold Shares ETF
+2.58%
+$151,484.67 
GLDM SPDR Gold MiniShares Trust
+2.57%
+$170,343.03 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$26,486.68 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+1.7%
+$17,539.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$11,976.86 
AVOS Avos Global Equities ETF
+1.58%
+$1.47M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.12%
+$17,515.19 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.99%
+$12,439.29 
BRK-B Berkshire Hathaway Inc.
+0.91%
+$5,696 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.88%
+$54,821.93 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.68%
+$53,774.72 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
+0.26%
+$4,190.67 
IGOV iShares International Treasury Bond ETF
+0.22%
+$18,306.18 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.13%
+$9,712.95 
TIP iShares TIPS Bond ETF
+0.08%
+$507.87 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.06%
+$3,596.74 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$15,278.26 
VLO Valero Energy Corporation
-3.75%
-$8,923.5 
CVX Chevron Corporation
-3.19%
-$70,689.58 
VDE Vanguard Energy ETF
-2.91%
-$113,515.27 
RRC Range Resources Corporation
-2.36%
-$23,504.39 
DBC Invesco DB Commodity Index Tracking Fund
-1.07%
-$135,792.71 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.03%
-$8,962.45 
ET Energy Transfer L.P.
-0.71%
-$10,714.27 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.26%
-$18,553.86 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$369.49 Events
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Dividends
Dividend Analysis
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| Trades 227 | Longs Won 141/227 62% | Profit Factor 10.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,981.25 |
| Average Win $236,486.84 | Best Trade (Jun 15) $9.17M | Sharpe Ratio -10.15 |
| Average Loss -$37,999.32 | Worst Trade (Jun 29) -$680,155.89 | Z-Score -2.59 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $132,496.49 |
| 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 | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
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Returns
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