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:
89.11%
Gain +0.14%
Monthly
1.17%
Yearly
14.97%
Drawdown
22.51%
$273.91M
Equity
Holdings
$273.91M
Investment
$197.74M
$89.18M
Profit +$260,645.01
Realized
$13.01M
Unrealized
$76.17M
Dividends
$12.81M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$260,645.01
Win %
83%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$296,343.82
Win %
83%
This Month
Compared to last month
Gain
-0.23%
Profit
-$638,572.44
Win %
83%
This Year
Compared to last year
Gain
-0.23%
Profit
-$638,572.46
Win %
85%
GEV GE Vernova Inc.
+2.22%
+$11,204.73 
MSFT Microsoft Corp.
+2.04%
+$21,243.95 
GOOGL Alphabet Inc
+1.83%
+$7,835.52 
RTX RTX Corporation
+1.57%
+$3,486.88 
AMZN Amazon.com Inc
+1.37%
+$17,900.48 
SLV iShares Silver Trust
+1.11%
+$2,390.66 
MTUM iShares MSCI USA Momentum Factor ETF
+1.04%
+$9,475.2 
V Visa Inc. Class A
+1.04%
+$4,430.52 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$12,568 
NVDA NVIDIA Corporation
+0.87%
+$6,026.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$3,095.91 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$28,473.12 
VOOG Vanguard S&P 500 Growth ETF
+0.72%
+$2,092.06 
AVEM Avantis Emerging Markets Equity ETF
+0.56%
+$44,347.5 
VOT Vanguard Mid-Cap Growth ETF
+0.52%
+$1,701.35 
DFAE Dimensional Emerging Core Equity Market ETF
+0.49%
+$12,877.85 
DUK Duke Energy Corporation
+0.47%
+$1,071.44 
VUG Vanguard Growth ETF
+0.46%
+$30,188.73 
MGK Vanguard Mega Cap Growth ETF
+0.43%
+$11,263.54 
META Meta Platforms Inc Class A
+0.37%
+$1,327.2 
XLC Communication Services Select Sector SPDR Fund
+0.34%
+$709.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.32%
+$8,096.64 
VBK Vanguard Small-Cap Growth ETF
+0.3%
+$25,185.3 
VOO Vanguard S&P 500 ETF
+0.21%
+$1,573.25 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$1,472.13 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$3,682.12 
DFUS Dimensional U.S. Equity Market ETF
+0.19%
+$12,018.39 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$12,261.61 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.13%
+$395.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.13%
+$3,221.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$22,143.12 
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$12,041.04 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$1,236.99 
SHV iShares Short Treasury Bond ETF
+0.01%
+$16.3 
AAPL Apple Inc.
-2.69%
-$157,955.66 
ABAT American Battery Technology Company
-2.33%
-$2,750 
GE General Electric Company
-1.76%
-$11,770.38 
JNJ Johnson & Johnson
-1.29%
-$3,454.38 
PFE Pfizer Inc.
-0.78%
-$2,780.31 
TT Trane Technologies plc
-0.7%
-$1,592.36 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.69%
-$1,757.98 
PG Procter & Gamble Co
-0.65%
-$3,906.28 
SHEL Shell plc
-0.65%
-$3,246.72 
IQLT iShares MSCI International Quality Factor ETF
-0.57%
-$5,557.44 
IMTM iShares MSCI International Momentum Factor ETF
-0.55%
-$14,076.72 
VNQ Vanguard Real Estate ETF
-0.55%
-$7,267.7 
DFIV Dimensional International Value ETF
-0.51%
-$108,935.84 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$105,401.88 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.5%
-$16,378.5 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,653.9 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.48%
-$5,091.46 
DISV Dimensional International Small Cap Equity Fund
-0.46%
-$10,913.98 
DFSV Dimensional US Small Cap Value ETF
-0.46%
-$9,916.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$4,737.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.43%
-$10,817.84 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.43%
-$7,358.13 
VIG Vanguard Dividend Appreciation ETF
-0.42%
-$1,749.32 
FNDC Schwab Fundamental International Small Company Index ETF
-0.42%
-$1,270.8 
EFV iShares MSCI EAFE Value ETF
-0.42%
-$1,855.92 
DFIS Dimensional International Small Cap ETF
-0.4%
-$2,618.28 
MTB M&T Bank Corporation
-0.39%
-$3,754.72 
DFIC Dimensional International Core Equity Market ETF
-0.34%
-$834.37 
SCHC Schwab International Small-Cap Equity ETF
-0.31%
-$4,396.95 
CSCO Cisco Systems, Inc.
-0.3%
-$2,635.68 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$1,503.05 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$5,855.62 
DFAS Dimensional U.S. Small Cap ETF
-0.29%
-$9,622.31 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$807.72 
DVA DaVita Inc.
-0.27%
-$975 
DIHP Dimensional International High Profitability Portfolio
-0.27%
-$7,061.76 
DUHP Dimensional US High Profitability ETF
-0.27%
-$10,164.11 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.25%
-$15,369.13 
IAU iShares Gold Trust
-0.23%
-$487.22 
GLD SPDR Gold Shares
-0.22%
-$703.89 
IEI iShares 3-7 Year Treasury Bond ETF
-0.21%
-$487.69 
HDV iShares Core High Dividend ETF
-0.21%
-$834 
AVUV Avantis U.S. Small Cap Value ETF
-0.19%
-$8,351.19 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$459.81 
XLF Financial Select Sector SPDR Fund
-0.18%
-$530.5 
PNI PIMCO New York Municipal Income Fund II
-0.14%
-$286.46 
NYF iShares New York Muni Bond ETF
-0.12%
-$856.05 
AVDV Avantis International Small Cap Value ETF
-0.12%
-$12,482.88 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$2,790.97 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.1%
-$11,912.04 
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$3,157.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$908.85 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.07%
-$3,954.68 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$238.6 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.04%
-$269.02 
GLW Corning Incorporated
-0.02%
-$39.48 Events
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Dividends
Dividend Analysis
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| Trades 955 | Longs Won 703/955 73% | Profit Factor 17.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $414,773.78 |
| Average Win $134,444.98 | Best Trade (Jul 22) $8.45M | Sharpe Ratio -24.94 |
| Average Loss -$21,163.73 | Worst Trade (Dec 30) -$982,929.12 | Z-Score 8.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $93,383.84 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
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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 - $1.41M. 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 - $265,904.03, 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 $12.81M 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 Dimensional World ex U.S. Core Equity 2 ETF - $714,847.6. 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.
