LAJ
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:
44.39%
Gain +0.51%
Monthly
0.59%
Yearly
7.37%
Drawdown
20.32%
$276.28M
Equity
Holdings
$276.28M
Investment
$197.73M
$89.99M
Profit +$1.65M
Realized
$11.43M
Unrealized
$78.55M
Dividends
$11.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$1.65M
Win %
90%
This Week
Compared To Last Week
Gain
0.03%
Profit
$92,192.93
Win %
90%
This Month
Compared to last month
Gain
0.06%
Profit
$155,592.33
Win %
90%
This Year
Compared to last year
Gain
8.87%
Profit
$22.69M
Win %
90%
GEV GE Vernova Inc.
+3.65%
+$21,110.19 
DVA DaVita Inc.
+2.37%
+$7,244.46 
MTB M&T Bank Corporation
+1.76%
+$24,405.42 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$16,513.89 
GLW Corning Incorporated
+1.62%
+$6,503.64 
XLF Financial Select Sector SPDR Fund
+1.39%
+$3,872.65 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.37%
+$42,622.42 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$153,786.03 
ABBV AbbVie Inc.
+1.3%
+$3,328.93 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$24,232.5 
V Visa Inc. Class A
+1.05%
+$3,714.09 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$33,619.2 
IJR iShares Core S&P Small-Cap ETF
+1%
+$2,418.28 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$203,598.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$41,167.62 
VNQ Vanguard Real Estate ETF
+0.95%
+$12,366.33 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$13,196.32 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$200,868.52 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$9,322.53 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$95,875.56 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$2,216.94 
HDV iShares Core High Dividend ETF
+0.87%
+$2,888.4 
PG Procter & Gamble Co
+0.85%
+$4,057.41 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$19,554.26 
GE General Electric Company
+0.81%
+$6,938.97 
SLV iShares Silver Trust
+0.77%
+$1,980.11 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$2,481.83 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$24,849.63 
CVX Chevron Corporation
+0.74%
+$2,350.92 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,626.93 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$10,915.45 
IMTM iShares MSCI International Momentum Factor ETF
+0.7%
+$18,212.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$266,635.5 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$2,320.2 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$10,935.87 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$42,852 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,630.55 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$1,816.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$5,220.04 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$23,712.18 
DFIV Dimensional International Value ETF
+0.58%
+$125,845.85 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,725.28 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,293.44 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$2,005.64 
FNDC Schwab Fundamental International Small Company Index ETF
+0.56%
+$1,735.72 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$34,092.52 
GOOGL Alphabet Inc
+0.53%
+$2,542.21 
DFIS Dimensional International Small Cap ETF
+0.51%
+$3,680.41 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$2,137.12 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$40,924.82 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$12,520.98 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$24,936.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$10,386.58 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$1,036.95 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$1,189.98 
PEP PepsiCo, Inc.
+0.4%
+$1,160 
DUHP Dimensional US High Profitability ETF
+0.39%
+$14,965.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$9,828.68 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$29,746.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$8,448.18 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.34%
+$1,135.2 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.32%
+$3,360.23 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$7,931.6 
PNI PIMCO New York Municipal Income Fund II
+0.28%
+$572.92 
XOM Exxon Mobil Corporation
+0.28%
+$3,434.98 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$6,343.05 
VUG Vanguard Growth ETF
+0.22%
+$14,701.44 
PFE Pfizer Inc.
+0.15%
+$556 
NVDA NVIDIA Corporation
+0.14%
+$1,178.24 
MSFT Microsoft Corp.
+0.1%
+$1,224.4 
IAU iShares Gold Trust
+0.09%
+$200.62 
GLD SPDR Gold Shares
+0.06%
+$199.86 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$611.19 
SHV iShares Short Treasury Bond ETF
+0.02%
+$81.53 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$80,401.5 
AMZN Amazon.com Inc
-1.23%
-$16,422.08 
ABAT American Battery Technology Company
-1.17%
-$2,000 
CSCO Cisco Systems, Inc.
-0.6%
-$5,136.28 
TT Trane Technologies plc
-0.42%
-$938.96 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$868.62 
RTX RTX Corporation
-0.34%
-$718.84 
META Meta Platforms Inc Class A
-0.26%
-$861.3 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$1,011.48 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$272.02 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$6,750.73 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$2,266.38 
NYF iShares New York Muni Bond ETF
-0.11%
-$848.26 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$304.65 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$561.27 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$4,798.34 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$728.62 Events
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Dividends
Dividend Analysis
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| Trades 884 | Longs Won 668/884 75% | Profit Factor 18.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $432,736.26 |
| Average Win $142,546.22 | Best Trade (Jun 12) $8.25M | Sharpe Ratio -5.6 |
| Average Loss -$24,231.79 | Worst Trade (Dec 30) -$982,929.12 | Z-Score 17.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $101,795.03 |
| 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 | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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Returns
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