JM
Jacob Myrvik Portfolio
Invests via FSB PREMIER WEALTH MANAGEMENT Inc. | Managed by Jacob Myrvik
Invests via FSB PREMIER WEALTH MANAGEMENT Inc.
Managed by Jacob Myrvik
Automatically Tracked
Jacob Myrvik Profile
With a rich entrepreneurial background, Jacob Myrvik has established himself as an influential leader in the technology sector. His journey began with the founding of innovative startups that have significantly advanced digital solutions within their respective markets. Throughout his career, he has been pivotal in scaling companies and driving product innovations that resonate with consumer needs. Jacob’s commitment to fostering growth extends beyond individual ventures; he actively collaborates with emerging entrepreneurs and participates in mentorship programs aimed at cultivating the next generation of leaders. His ability to navigate complex market dynamics enhances his relevance in investment circles, positioning him as a sought-after partner for strategic collaborations.
With a rich entrepreneurial background, Jacob Myrvik has established himself as an influential leader in the technology sector. His journey began with the founding of innovative startups that have significantly advanced digital solutions within their respective markets. Throughout his career, he has been pivotal in scaling companies and driving product innovations that resonate with consumer needs. Jacob’s commitment to fostering growth extends beyond individual ventures; he actively collaborates with emerging entrepreneurs and participates in mentorship programs aimed at cultivating the next generation of leaders. His ability to navigate complex market dynamics enhances his relevance in investment circles, positioning him as a sought-after partner for strategic collaborations.
Investment Philosophy & Strategy
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:
58.35%
Gain -0.41%
Monthly
0.65%
Yearly
8.14%
Drawdown
15.92%
$357.34M
Equity
Holdings
$357.34M
Investment
$279.69M
$94.58M
Profit -$985,472.16
Realized
$15.86M
Unrealized
$78.72M
Dividends
$26.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$985,472.16
Win %
70%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$14,259.53
Win %
70%
This Month
Compared to last month
Gain
1.25%
Profit
$4.39M
Win %
70%
This Year
Compared to last year
Gain
1.39%
Profit
$4.9M
Win %
70%
UNH UnitedHealth Group Incorporated
+4.73%
+$25,879.15 
BMY Bristol-Myers Squibb Company
+4.61%
+$15,819.21 
MRK Merck & Co., Inc.
+3.8%
+$12,062.82 
LLY Eli Lilly and Company
+3.62%
+$22,888.65 
LMT Lockheed Martin Corporation
+3.61%
+$8,959.31 
ABBV AbbVie Inc.
+3.32%
+$18,039.38 
MO Altria Group, Inc.
+2.19%
+$5,845.11 
UL Unilever PLC Sponsored American Depositary Receipt
+2.19%
+$50,452.99 
JNJ Johnson & Johnson
+2.13%
+$20,966.8 
VZ Verizon Communications Inc.
+2.04%
+$12,453.77 
SNY Sanofi American Depositary Receipt
+1.66%
+$18,388.5 
PEP PepsiCo, Inc.
+1.55%
+$14,938.51 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$20,889.02 
MCK McKesson Corporation
+1.53%
+$32,508.99 
UNP Union Pacific Corporation
+1.44%
+$4,635.72 
JPM JPMorgan Chase & Co.
+1.16%
+$65,326.97 
MCD McDonald's Corporation
+1.06%
+$5,857.48 
UPS United Parcel Service, Inc.
+1.04%
+$3,275.91 
COP ConocoPhillips
+1.02%
+$33,140.16 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$8,124.3 
SHRY First Trust Shareholder Yield Fund
+0.86%
+$8,434.59 
CMCSA Comcast Corp
+0.81%
+$12,837.64 
BDX Becton, Dickinson and Company
+0.81%
+$21,397.04 
ELV Elevance Health, Inc.
+0.66%
+$12,974.8 
ACN Accenture plc Class A
+0.66%
+$7,354.25 
AAPL Apple Inc.
+0.49%
+$26,745.94 
EBAY eBay Inc.
+0.4%
+$955.04 
DIS The Walt Disney Company
+0.38%
+$2,139.79 
ABT Abbott Laboratories
+0.35%
+$1,004.76 
O Realty Income Corporation
+0.33%
+$782.46 
NFLX Netflix, Inc.
+0.16%
+$444.18 
MAR Marriott International Inc. - Class A
+0.09%
+$238.08 
BNDX Vanguard Total International Bond ETF
+0.09%
+$2,140.47 
DE Deere & Company
+0.06%
+$4,219.9 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.06%
+$1,640.64 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$1,197.44 
GAUG FT Vest US Equity Moderate Fund
+0.04%
+$336.33 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.04%
+$172.55 
FERG Ferguson Enterprises Inc
+0.04%
+$307.52 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$2,333.1 
FMHI First Trust Municipal High Income Fund
+0.01%
+$15.82 
AFSM First Trust Active Factor Small Cap ETF
0%
+$24.95 
ABNB Airbnb, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
-$0.01 
AZN AstraZeneca PLC American Depositary Shares
0%
+$0.01 
BAC Bank of America Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
-$0.23 
BLK BlackRock, Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
COR Cencora, Inc.
0%
-$0.01 
COST Costco Wholesale Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
-$0.02 
CVX Chevron Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
+$0.01 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
GD General Dynamics Corporation
0%
+$0.09 
GJAN FT Vest US Equity Moderate Fund B
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
-$0.02 
KO The Coca-Cola Company
0%
$0 
L Loews Corporation
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LRCX Lam Research Corporation
0%
-$0.02 
MA Mastercard Incorporated
0%
-$0.01 
MDT Medtronic plc
0%
+$0.06 
MET MetLife Inc.
0%
$0 
MMM 3M Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.02 
PM Philip Morris International Inc.
0%
-$0.3 
RF Regions Financial Corporation
0%
$0 
RTX RTX Corporation
0%
+$0.03 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SITS Southern ITS International Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTC The Toro Company
0%
$0 
USB U.S. Bancorp
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYL Xylem Inc.
0%
$0 
AFLG First Trust Active Factor Large Cap ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
-$0.01 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUFG FT Vest Buffered Allocation Fund
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DMAR FT Vest US Equity Deep Buffer Fund
0%
$0 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
0%
$0 
DSEP FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DJAN FT Vest U.S. Equity Deep Buffer Fund
0%
-$0.01 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
FAUG FT Vest U.S. Equity Buffer ETF
0%
$0 
FAPR FT Vest U.S. Equity Buffer ETF
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
-$0.01 
FDD First Trust STOXX European Select Dividend Index Fund
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
+$0.01 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FID First Trust S&P International Dividend ETF
0%
$0 
FEP First Trust Europe AlphaDEX Fund
0%
$0 
FEMB First Trust Emerging Markets Local Currency Bond ETF
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
$0 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
0%
$0 
FDT First Trust Developed Markets ex-US Fund
0%
$0 
FFEB FT Vest US Equity Buffer ETF
0%
$0 
FMF First Trust Managed Futures Strategy Fund
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
0%
$0 
FJUN FT Vest US Equity Buffer ETF - June
0%
$0 
FJP First Trust Japan AlphaDEX Fund
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0 
FMAY FT Vest U.S. Equity Buffer ETF
0%
$0 
FMAR FT Vest U.S. Equity Buffer ETF
0%
$0 
FJUL FT Vest US Equity Buffer ETF
0%
-$0.01 
FOCT FT Vest U.S. Equity Buffer ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
-$0.04 
FTCS First Trust Capital Strength ETF
0%
$0 
FNOV FT Vest US Equity Buffer ETF
0%
$0 
FSEP FT Vest U.S. Equity Buffer E Fund
0%
$0 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
0%
$0 
FTLS First Trust Long/Short Equity ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
-$0.15 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
$0 
FTSL First Trust Senior Loan ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
0%
$0 
GFEB FT VEST US Equity Moderate Fund
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
GJUN FT Vest US Equity Moderate Fund
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GJUL FT Vest US Equity Moderate Class B
0%
$0 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
-$0.01 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RWO SPDR Dow Jones Global Real Estate ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
-$0.1 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
XISE FT Vest US Equity Buffer & Protection Fund
0%
$0 
XJUL FT Vest US Equity Enhanced Fund
0%
-$0.01 
XMAR FT Vest US Equity Enhanced Fund
0%
$0 
GNOV FT Vest US Equity Moderate B Fund
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
GOCT FT Vest US Equity Moderate Fund
0%
$0 
BUFZ FT Vest Laddered Moderate Buffer Fund
0%
$0 
GDEC FT VEST US Equity Moderate B Fund
0%
$0 
XIDE FT Vest US Equity Buffer & Protective Fund
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
AMRZ Amrize Ltd.
0%
$0 
FMTL First Trust Indxx Critical Metals ETF
0%
+$1.23 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
-$0.02 FEBM
FEBM
0%
$0 
ORCL Oracle Corporation
-8.83%
-$156,493.15 
AMD Advanced Micro Devices, Inc.
-5.73%
-$69,663.01 
INTC Intel Corporation
-4.56%
-$7,644.7 
STX Seagate Technology Holdings plc
-4.5%
-$7,809.12 
AMAT Applied Materials, Inc.
-3.79%
-$168,686.19 
APH Amphenol Corporation
-3.73%
-$37,350.4 
META Meta Platforms Inc Class A
-3.27%
-$176,517.26 
NVDA NVIDIA Corporation
-3.16%
-$67,651.4 
AVGO Broadcom Inc.
-3.1%
-$20,682.2 
CAT Caterpillar Inc.
-3.08%
-$35,866.63 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$61,524.56 
KLAC KLA Corporation
-2.82%
-$15,606.33 
ADI Analog Devices, Inc.
-2.68%
-$88,928.7 
TXN Texas Instruments Inc
-2.5%
-$23,328.03 
QCOM QUALCOMM Incorporated
-2.4%
-$9,302.56 
TSLA Tesla, Inc.
-2.15%
-$8,989.99 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$22,880.3 
IBIT iShares Bitcoin Trust
-1.89%
-$6,216.65 
C Citigroup Inc.
-1.81%
-$4,499.66 
GOOGL Alphabet Inc
-1.74%
-$13,962.34 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$4,793.91 XIJN
XIJN
-1.53%
-$6.32 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$40,712.76 
SMAY FT Vest U.S. Small Cap Moderate Fund
-1.28%
-$5,851.62 
AFMC First Trust Active Factor Mid Cap ETF
-1.19%
-$12,205.44 
SCHB Schwab U.S. Broad Market ETF
-1.17%
-$2,792.65 
V Visa Inc. Class A
-1.17%
-$44,012.86 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.1%
-$65,675.5 
VOO Vanguard S&P 500 ETF
-1.09%
-$200,365.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$100,050.7 
WU Western Union Co.
-0.82%
-$774.8 
GMAR FT Vest US Equity Moderate B Fund
-0.13%
-$445.44 
JEPI JPMorgan Equity Premium Income Fund
-0.1%
-$1,193.46 
FTGS First Trust Growth Strength ETF
-0.03%
-$423.38 
FSCS First Trust SMID Cap Strategy
-0.01%
-$89.36 
FTXO First Trust Nasdaq Bank ETF
-0.01%
-$29.41 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.01%
-$40.28 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.01%
-$11.84 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3999 | Longs Won 2413/3999 60% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $174,170.51 |
| Average Win $49,626.47 | Best Trade (Oct 15) $5.63M | Sharpe Ratio -84.79 |
| Average Loss -$15,870.57 | Worst Trade (Oct 15) -$879,155.55 | Z-Score 8.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $23,650.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,826 | $2.5M | $5.43M | - | $2.93M | 116.98% | +0.495% |
| ABBV AbbVie Inc. | 1,978 | $307,905 | $560,723.46 | - | $252,818.46 | 82.11% | +3.324% |
| ABNB Airbnb, Inc. | 1,506 | $184,131.22 | $249,363.48 | - | $65,232.26 | 35.43% | 0.0 |
| ABT Abbott Laboratories | 2,791 | $292,081.62 | $287,389.27 | - | -$4,692.35 | -1.61% | +0.351% |
| ACN Accenture plc Class A | 5,253 | $653,683.32 | $1.13M | - | $475,501.61 | 72.74% | +0.656% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 88,910 | $1.83M | $1.85M | - | $17,090.38 | 0.93% | 0.0 |
| ADI Analog Devices, Inc. | 7,990 | $1.79M | $3.22M | - | $1.43M | 79.84% | -2.684% |
| AFL Aflac Inc. | 10,502 | $467,158.6 | $1.22M | - | $755,694.28 | 161.76% | 0.0 |
| AFLG First Trust Active Factor Large Cap ETF | 33,805 | $1.25M | $1.53M | - | $285,984.19 | 22.9% | 0.0 |
| AFMC First Trust Active Factor Mid Cap ETF | 25,428 | $906,213.41 | $1.02M | - | $110,143.75 | 12.15% | -1.187% |
| AFSM First Trust Active Factor Small Cap ETF | 15,591 | $551,823.59 | $622,885.4 | - | $71,061.81 | 12.88% | +0.004% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 9,205 | $1M | $944,617.1 | - | -$60,333.09 | -6% | 0.0 |
| AMAT Applied Materials, Inc. | 9,579 | $1.96M | $4.28M | - | $2.32M | 118.5% | -3.793% |
| AMD Advanced Micro Devices, Inc. | 2,007 | $310,849.32 | $1.15M | - | $834,786.44 | 268.55% | -5.732% |
| AMGN Amgen Inc. | 2,273 | $539,436.52 | $938,385.32 | - | $398,948.8 | 73.96% | 0.0 |
| AMRZ Amrize Ltd. | 23,517 | $1.25M | $856,489.14 | - | -$396,966.96 | -31.67% | 0.0 |
| AMZN Amazon.com Inc | 13,919 | $2.95M | $3.6M | - | $644,324.82 | 21.81% | 0.0 |
| AON Aon plc | 4,591 | $1.52M | $1.26M | - | -$261,595.23 | -17.18% | 0.0 |
| APD Air Products and Chemicals, Inc. | 858 | $236,278.91 | $247,927.67 | - | $11,648.76 | 4.93% | 0.0 |
| APH Amphenol Corporation | 11,672 | $377,310.9 | $965,157.68 | - | $587,846.78 | 155.8% | -3.726% |
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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 Jacob Myrvik?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.16M, First Trust Capital Strength ETF - $2.23M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.65M, First Trust Shareholder Yield Fund - $1.35M, and State Street SPDR Portfolio S&P 500 ETF - $1.33M. 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: CarMax Inc - $945,643.38, Rackspace Technology, Inc - $549,962.05, First Trust TCW Opportunistic Fixed Income Fund - $281,851.24, DocuSign Inc - $271,365.95, and Adobe Inc - $250,563.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jacob Myrvik's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.93M earned over time. The largest contributors to dividend income include First Trust TCW Opportunistic Fixed Income Fund - $1.57M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.55M, Vanguard S&P 500 ETF - $1.28M, SPDR Portfolio Aggregate Bond ETF - $895,100.14, and First Trust Managed Municipal Fund - $848,532.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jacob Myrvik's monthly returns?
Jacob Myrvik'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 Jacob Myrvik's strategy be considered aggressive or moderate?
Jacob Myrvik'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 Jacob Myrvik's strategy?
Jacob Myrvik'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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