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
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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:
17.82%
Gain +0.29%
Monthly
0.88%
Yearly
11.13%
Drawdown
6.7%
$257.22M
Equity
Holdings
$257.22M
Investment
$241.69M
$26.98M
Profit +$535,300.22
Realized
$11.45M
Unrealized
$15.53M
Dividends
$9.06M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$535,300.22
Win %
63%
This Week
Compared To Last Week
Gain
0.05%
Profit
$124,105.71
Win %
63%
This Month
Compared to last month
Gain
0.23%
Profit
$601,073.45
Win %
63%
This Year
Compared to last year
Gain
1.66%
Profit
$4.19M
Win %
75%
IEMG iShares Core MSCI Emerging Markets ETF
+2.29%
+$25,070.28 
CCJ Cameco Corporation
+1.8%
+$3,396.6 
DEM WisdomTree Emerging Markets High Dividend Fund
+1.44%
+$17,191.96 
DBC Invesco DB Commodity Index Tracking Fund
+1.23%
+$159,300.43 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.18%
+$10,498.87 
GLDM SPDR Gold MiniShares Trust
+1.1%
+$69,090.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$16,536.08 
IAUM iShares Gold Trust Micro
+1.09%
+$4,996.85 
SGOL abrdn Physical Gold Shares ETF
+1.07%
+$60,008.42 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.69%
+$47,960.5 
VLO Valero Energy Corporation
+0.61%
+$1,764.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$4,276.05 
VDE Vanguard Energy ETF
+0.47%
+$18,239.24 
RRC Range Resources Corporation
+0.31%
+$2,970.34 
ET Energy Transfer L.P.
+0.3%
+$4,761.9 
CVX Chevron Corporation
+0.23%
+$5,201.24 
AVOS Avos Global Equities ETF
+0.15%
+$138,372.08 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.14%
+$8,527.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$11,458.69 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.07%
-$10,463.53 
AMZN Amazon.com Inc
-0.86%
-$5,866.56 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
-0.23%
-$3,725.04 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.21%
-$13,188.07 
IGOV iShares International Treasury Bond ETF
-0.2%
-$16,272.16 
TLT iShares 20+ Year Treasury Bond ETF
-0.19%
-$1,074.88 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.16%
-$11,760.14 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$870.4 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.07%
-$5,640.7 
TIP iShares TIPS Bond ETF
-0.05%
-$298.75 Events
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Dividends
Dividend Analysis
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| Trades 227 | Longs Won 139/227 61% | Profit Factor 8.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $534,478.1 |
| Average Win $218,522.05 | Best Trade (Jul 19) $7.34M | Sharpe Ratio -9.42 |
| Average Loss -$38,624.69 | Worst Trade (Jun 29) -$528,526.12 | Z-Score -1.58 (89.3%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $118,835.21 |
| 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 | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
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Returns
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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 - $3.91M, Cameco Corporation - $2.3M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.13M, Valero Energy Corporation - $1.79M, and WisdomTree Emerging Markets High Dividend Fund - $1.2M. 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, Peabody Energy Corporation - $83,720.67, Antero Resources Corporation - $80,231.43, Weatherford International plc - $37,833.9, and Sprott Uranium Miners ETF - $20,453.54. 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 $9.06M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.91M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $941,924.93, iShares 20+ Year Treasury Bond ETF - $511,558.66, VanEck J.P. Morgan EM Local Currency Bond ETF - $432,451.49, and SPDR Bloomberg Emerging Markets Local Bond ETF - $418,427.99. 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.
