Lynn A. Jackson Portfolio
Invests via Dopkins Wealth Management LLC | Managed by Dopkins Wealth Management LLC, Focus Partners Advisor Solutions LLC
Invests via Dopkins Wealth Management LLC
Managed by Dopkins Wealth Management LLC, Focus Partners Advisor Solutions LLC
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Lynn A. Jackson Profile
Lynn A. Jackson has established a robust presence in the financial advisory landscape, demonstrating extensive expertise in investment consulting and wealth management. With years of experience navigating complex capital markets, they have guided numerous high-net-worth individuals and institutions towards achieving their financial objectives. Jackson's strategic insights are rooted in a deep understanding of market dynamics, enabling them to provide tailored advice that aligns with clients' aspirations for growth and security. Their ability to cultivate long-lasting relationships based on trust sets them apart in an increasingly competitive industry.
Lynn A. Jackson has established a robust presence in the financial advisory landscape, demonstrating extensive expertise in investment consulting and wealth management. With years of experience navigating complex capital markets, they have guided numerous high-net-worth individuals and institutions towards achieving their financial objectives. Jackson's strategic insights are rooted in a deep understanding of market dynamics, enabling them to provide tailored advice that aligns with clients' aspirations for growth and security. Their ability to cultivate long-lasting relationships based on trust sets them apart in an increasingly competitive industry.
Investment Philosophy & Strategy
A seasoned expert in investment consulting, Lynn A. Jackson emphasizes a personalized approach to capital allocation that is reflective of client needs and market conditions. The focus lies on uncovering unique opportunities for wealth generation while maintaining an acute awareness of risk dynamics inherent in various asset classes. With a penchant for fostering meaningful partnerships, decisions are often shaped by thorough analysis combined with keen intuition about emerging trends. Strategic insight into client circumstances ensures that each recommendation is actionable and aligned with broader financial goals.
A seasoned expert in investment consulting, Lynn A. Jackson emphasizes a personalized approach to capital allocation that is reflective of client needs and market conditions. The focus lies on uncovering unique opportunities for wealth generation while maintaining an acute awareness of risk dynamics inherent in various asset classes. With a penchant for fostering meaningful partnerships, decisions are often shaped by thorough analysis combined with keen intuition about emerging trends. Strategic insight into client circumstances ensures that each recommendation is actionable and aligned with broader financial goals.
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:
101.3%
Gain +0.71%
Monthly
1.21%
Yearly
15.56%
Drawdown
22.5%
$280.38M
Equity
Holdings
$280.38M
Investment
$197.74M
$95.97M
Profit +$1.01M
Realized
$13.33M
Unrealized
$82.64M
Dividends
$13.09M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$1.01M
Win %
83%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$3.17M
Win %
83%
This Month
Compared to last month
Gain
-0.26%
Profit
-$733,832
Win %
83%
This Year
Compared to last year
Gain
2.12%
Profit
$5.83M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$191,079.63 
GOOGL Alphabet Inc
+6.73%
+$27,683.04 
TT Trane Technologies plc
+3.33%
+$7,100.28 
META Meta Platforms Inc Class A
+3.28%
+$9,777.04 
MSFT Microsoft Corp.
+3.02%
+$35,943.15 
NVDA NVIDIA Corporation
+2.93%
+$19,551.06 
ABAT American Battery Technology Company
+2.45%
+$2,500 
GLW Corning Incorporated
+2.24%
+$3,417.84 
CSCO Cisco Systems, Inc.
+2.14%
+$18,837.36 
SHEL Shell plc
+1.62%
+$8,373.12 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,100.88 
GE General Electric Company
+1.42%
+$9,642.51 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,075.91 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$28,919.9 
VUG Vanguard Growth ETF
+1.1%
+$71,988.51 
GEV GE Vernova Inc.
+0.85%
+$3,963.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,819.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,307.99 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,273.14 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$43,421.36 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$24,935.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$40,604.58 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$14,673.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,785.36 
DVA DaVita Inc.
+0.52%
+$1,844.99 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$11,833.7 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$10,795.52 
PFE Pfizer Inc.
+0.4%
+$1,425.8 
RTX RTX Corporation
+0.39%
+$963.48 
PG Procter & Gamble Co
+0.37%
+$2,112.58 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$141,716 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,466.59 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$48,164.16 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$696.26 
JNJ Johnson & Johnson
+0.21%
+$560.74 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$4,829.67 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$7,982.55 
HDV iShares Core High Dividend ETF
+0.04%
+$139 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,421.48 
SHV iShares Short Treasury Bond ETF
+0.03%
+$97.83 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$432,263.08 
SLV iShares Silver Trust
-2.13%
-$4,827.9 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$5,297.6 
GLD SPDR Gold Shares
-1.49%
-$4,883.77 
IAU iShares Gold Trust
-1.46%
-$3,238.58 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$19,999.06 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$8,137.68 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$2,231.64 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$18,788.88 
DUK Duke Energy Corporation
-0.67%
-$1,525.44 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$7,058.65 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$17,262.08 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,468.5 
VNQ Vanguard Real Estate ETF
-0.54%
-$7,135.56 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,418.32 
DFIS Dimensional International Small Cap ETF
-0.53%
-$3,553.38 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$12,637.24 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,653.9 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$52,012 
DFIV Dimensional International Value ETF
-0.47%
-$103,202.37 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$5,862.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,541.48 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$11,453.5 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$807.72 
MTB M&T Bank Corporation
-0.29%
-$2,734.25 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$22,067.36 
DUHP Dimensional US High Profitability ETF
-0.27%
-$10,164.11 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$658.16 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$28,985.96 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$1,573.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$12,654.96 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,984.82 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$5,433.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,903.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,076.48 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$5,732.48 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$10,599.4 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$32,206.13 
PNI PIMCO New York Municipal Income Fund II
-0.15%
-$286.46 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$310.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$522.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$318.3 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,522.35 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$4,947.96 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$159.07 
V Visa Inc. Class A
-0.04%
-$166.73 
NYF iShares New York Muni Bond ETF
-0.04%
-$263.4 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$68.1 Events
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Dividends
Dividend Analysis
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| Trades 955 | Longs Won 721/955 75% | Profit Factor 17.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $444,396.21 |
| Average Win $141,397.7 | Best Trade (Aug 17) $9.37M | Sharpe Ratio -13.22 |
| Average Loss -$25,533.39 | Worst Trade (Dec 30) -$982,929.12 | Z-Score 14.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $100,495.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,629 | $3.71M | $5.45M | - | $1.74M | 46.84% | -7.354% |
| ABAT American Battery Technology Company | 50,000 | $72,768.48 | $104,500 | - | $31,731.52 | 43.61% | +2.451% |
| AMZN Amazon.com Inc | 5,296 | $988,716.97 | $1.44M | - | $449,570.66 | 45.47% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 104,024 | $6.81M | $10.89M | - | $4.08M | 59.86% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 88,695 | $4.97M | $7.94M | - | $2.97M | 59.69% | +0.101% |
| AVLV Avantis U.S. Large Cap Value ETF | 37,151 | $2.47M | $3.42M | - | $956,183.2 | 38.75% | +0.141% |
| AVUV Avantis U.S. Small Cap Value ETF | 35,537 | $3.37M | $4.45M | - | $1.08M | 32.13% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 26,025 | $1.98M | $1.97M | - | -$12,340.74 | -0.62% | -0.198% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 397,068 | $8.2M | $11.62M | - | $3.42M | 41.67% | -0.249% |
| CSCO Cisco Systems, Inc. | 7,752 | $630,024.6 | $899,154.48 | - | $269,129.88 | 42.72% | +2.14% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 885,725 | $25.8M | $39.41M | - | $13.61M | 52.75% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 69,610 | $1.77M | $2.61M | - | $844,350.02 | 47.77% | +0.455% |
| DFAS Dimensional U.S. Small Cap ETF | 40,946 | $2.51M | $3.32M | - | $804,891.96 | 32.03% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 292,783 | $14.29M | $20.71M | - | $6.42M | 44.9% | -0.155% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 158,187 | $3.88M | $5.78M | - | $1.9M | 49.01% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 6,731 | $277,871.53 | $279,336.5 | - | $1,464.97 | 0.53% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 67,472 | $1.94M | $2.54M | - | $600,363.57 | 30.89% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 11,026 | $294,751.92 | $328,574.8 | - | $33,822.88 | 11.48% | -0.501% |
| DFIC Dimensional International Core Equity Market ETF | 6,675 | $219,023.95 | $254,250.75 | - | $35,226.8 | 16.08% | -0.574% |
| DFIS Dimensional International Small Cap ETF | 18,702 | $462,972.82 | $670,747.23 | - | $207,774.41 | 44.88% | -0.527% |
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FAQ
Which stocks have generated the highest profits for Lynn A. Jackson?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $3.9M, Dimensional US Marketwide Value ETF - $3.55M, Dimensional US Targeted Value ETF - $2.5M, Dimensional U.S. Core Equity 2 ETF - $2.19M, and Avantis International Small Cap Value ETF - $1.46M. 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: Schwab U.S. Large-Cap Growth ETF - $1.03M, iShares Expanded Tech-Software Sector ETF - $294,455.74, Goldman Sachs ActiveBeta Emerging Markets Equity ETF - $263,816.69, Columbus McKinnon Corporation - $149,126.7, and Adobe Inc - $129,136.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lynn A. Jackson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.09M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $2.25M, Dimensional U.S. Core Equity 2 ETF - $1.69M, Dimensional US Targeted Value ETF - $1.1M, Dimensional US Marketwide Value ETF - $1.1M, and Avantis International Small Cap Value ETF - $768,631.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lynn A. Jackson's monthly returns?
Lynn A. Jackson'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 Lynn A. Jackson's strategy be considered aggressive or moderate?
Lynn A. Jackson'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 Lynn A. Jackson's strategy?
Lynn A. Jackson'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.
