Jennifer Henry Portfolio
Invests via Continuum Wealth Advisors LLC | Managed by Timothy M. Smith, David J. Rath, Jennifer L. Henry
Invests via Continuum Wealth Advisors LLC
Managed by Timothy M. Smith, David J. Rath, Jennifer L. Henry
Automatically Tracked
Jennifer Henry Profile
Jennifer Henry has established herself as a formidable leader in the entrepreneurial landscape, exemplifying innovation and strategic vision. With extensive experience in launching and scaling startups, she focuses on technology-driven solutions that enhance consumer engagement. Her leadership journey spans various sectors, reflecting adaptability and keen market insight. Known for fostering collaborative environments, her approach attracts diverse talent dedicated to achieving ambitious goals. Jennifer's insights are invaluable for emerging businesses seeking to navigate growth challenges while capturing new opportunities within dynamic markets.
Jennifer Henry has established herself as a formidable leader in the entrepreneurial landscape, exemplifying innovation and strategic vision. With extensive experience in launching and scaling startups, she focuses on technology-driven solutions that enhance consumer engagement. Her leadership journey spans various sectors, reflecting adaptability and keen market insight. Known for fostering collaborative environments, her approach attracts diverse talent dedicated to achieving ambitious goals. Jennifer's insights are invaluable for emerging businesses seeking to navigate growth challenges while capturing new opportunities within dynamic markets.
Investment Philosophy & Strategy
Through a growth lens, Jennifer Henry identifies transformative opportunities within the tech landscape that not only resonate with consumer demands but also drive operational scalability. Leveraging her entrepreneurial background and leadership acumen, she embraces innovation as a core element of her investment strategy. The focus is on early-stage companies that exhibit significant potential for disruption and competitive advantage in rapidly evolving markets. Her strategic foresight enables targeted capital deployment towards ventures positioned for exponential growth while nurturing talent capable of executing bold visions.
Through a growth lens, Jennifer Henry identifies transformative opportunities within the tech landscape that not only resonate with consumer demands but also drive operational scalability. Leveraging her entrepreneurial background and leadership acumen, she embraces innovation as a core element of her investment strategy. The focus is on early-stage companies that exhibit significant potential for disruption and competitive advantage in rapidly evolving markets. Her strategic foresight enables targeted capital deployment towards ventures positioned for exponential growth while nurturing talent capable of executing bold visions.
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:
52.75%
Gain -0.78%
Monthly
1.08%
Yearly
13.74%
Drawdown
16.11%
$302.88M
Equity
Holdings
$302.88M
Investment
$256.36M
$74.05M
Profit -$1.75M
Realized
$27.53M
Unrealized
$46.52M
Dividends
$12.74M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$1.75M
Win %
77%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.75M
Win %
77%
This Month
Compared to last month
Gain
-0.78%
Profit
-$2.38M
Win %
77%
This Year
Compared to last year
Gain
2.2%
Profit
$6.54M
Win %
78%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$32,614.95 
ARKG ARK Genomic Revolution ETF
+3.03%
+$6,727.5 
GOOG Alphabet Inc
+3.02%
+$13,014.32 
GOOGL Alphabet Inc
+2.9%
+$6,141.06 
IBM International Business Machines Corporation
+2.65%
+$15,065.97 
MSFT Microsoft Corp.
+2.27%
+$53,985.72 
LLY Eli Lilly and Company
+2.09%
+$14,753.21 
MCD McDonald's Corporation
+1.96%
+$4,515.16 
IXJ iShares Global Healthcare ETF
+1.54%
+$4,654.11 
IMO Imperial Oil Limited
+1.38%
+$5,295.25 
IYH iShares U.S. Healthcare ETF
+1.38%
+$4,614.63 
UNH UnitedHealth Group Incorporated
+1.37%
+$6,288.52 
JNJ Johnson & Johnson
+0.54%
+$1,427.15 
AAPL Apple Inc.
+0.47%
+$5,659.72 
KRE SPDR S&P Regional Banking ETF
+0.24%
+$848.16 
UNP Union Pacific Corporation
+0.1%
+$437.96 
KBE SPDR S&P Bank ETF
+0.06%
+$206.52 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$504.67 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 AOCT
AOCT
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$88,459.27 
LRCX Lam Research Corporation
-7.79%
-$61,469.8 
APH Amphenol Corporation
-5.92%
-$29,660.96 
INTC Intel Corporation
-5.24%
-$18,945.85 
MU Micron Technology, Inc.
-4.75%
-$63,093.28 
SMH VanEck Semiconductor ETF
-4.56%
-$10,425.56 
CAT Caterpillar Inc.
-4.14%
-$6,608.55 
AMD Advanced Micro Devices, Inc.
-3.9%
-$7,182.84 
DCO Ducommun Inc.
-3.39%
-$10,465.96 
NVDA NVIDIA Corporation
-2.85%
-$20,789.14 
IXN iShares Global Tech ETF
-2.17%
-$14,207.91 
PLUG Plug Power Inc.
-2.14%
-$652.5 
GE General Electric Company
-1.94%
-$18,737.91 
JPM JPMorgan Chase & Co.
-1.69%
-$10,173.82 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$152,030.09 
GLDM SPDR Gold MiniShares Trust
-1.32%
-$312,341.78 
IAU iShares Gold Trust
-1.27%
-$5,414.09 
AMZN Amazon.com Inc
-1.21%
-$8,183.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$448,584.54 
XLE Energy Select Sector SPDR Fund
-1.12%
-$117,781.85 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$2,216.22 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$5,870.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$5,954.7 
MDY SPDR S&P MidCap 400 ETF Trust
-0.84%
-$2,181.22 
XOM Exxon Mobil Corporation
-0.84%
-$4,886.72 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$11,964.76 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,240 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$2,167.34 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$8,107.09 
AVUS Avantis U.S. Equity ETF
-0.5%
-$220,954.35 
VTV Vanguard Value ETF
-0.47%
-$4,997.9 
AAEQ Alpha Architect US Equity 2 ETF
-0.44%
-$3,704.88 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.43%
-$81,569.7 
BMO Bank of Montreal
-0.42%
-$1,046.64 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.39%
-$63,088.57 
VOO Vanguard S&P 500 ETF
-0.35%
-$5,448.82 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,188.18 
IVV iShares Core S&P 500 ETF
-0.34%
-$69,382.31 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$4,019.12 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,237.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,195.74 
TD The Toronto-Dominion Bank
-0.31%
-$697.08 
BUFB Innovator Laddered Allocation Buffer ETF
-0.21%
-$2,157.3 
VUG Vanguard Growth ETF
-0.19%
-$863.92 
IWM iShares Russell 2000 ETF
-0.19%
-$477.43 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$3,081.2 
RXI iShares Global Consumer Discretionary ETF
-0.11%
-$317.52 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$230.78 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$695.19 
DGRO iShares Core Dividend Growth ETF
-0.05%
-$168.36 
DVY iShares Select Dividend ETF
-0.04%
-$155.12 
SPLV Invesco S&P 500 Low Volatility ETF
-0.03%
-$258.5 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$390.66 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.03%
-$325.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$391.5 
AVIG Avantis Core Fixed Income ETF
-0.01%
-$2,066.76 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$110.64 
ZMAR Inovatr E D Prct ETF - 1 MAR
0%
-$3.78 Events
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Dividends
Dividend Analysis
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| Trades 689 | Longs Won 513/689 74% | Profit Factor 12.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $448,483.27 |
| Average Win $157,220.77 | Best Trade (Aug 13) $6.03M | Sharpe Ratio -10.18 |
| Average Loss -$37,534.61 | Worst Trade (Aug 02) -$817,632.16 | Z-Score 6.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $107,471.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 15,437 | $761,497 | $840,699.02 | - | $79,202.02 | 10.4% | -0.439% |
| AAPL Apple Inc. | 3,628 | $879,042.09 | $1.21M | - | $332,093.15 | 37.78% | +0.47% |
| AMD Advanced Micro Devices, Inc. | 357 | $207,385 | $177,075.57 | - | -$30,309.43 | -14.62% | -3.898% |
| AMZN Amazon.com Inc | 2,644 | $493,680.3 | $670,743.14 | - | $177,062.84 | 35.87% | -1.205% |
| AOCT AOCT | 27,024 | $709,574.35 | $709,574.35 | - | - | - | 0.0 |
| APH Amphenol Corporation | 5,968 | $263,069.44 | $471,173.6 | - | $208,104.16 | 79.11% | -5.922% |
| ARKG ARK Genomic Revolution ETF | 4,875 | $205,042 | $228,832.5 | - | $23,790.5 | 11.6% | +3.029% |
| AVIG Avantis Core Fixed Income ETF | 413,351 | $17.12M | $16.54M | - | -$580,758.24 | -3.39% | -0.012% |
| AVUS Avantis U.S. Equity ETF | 339,935 | $30.76M | $43.85M | - | $13.09M | 42.57% | -0.501% |
| BMO Bank of Montreal | 1,424 | $251,621 | $247,982.48 | - | -$3,638.52 | -1.45% | -0.42% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 10,864 | $1.21M | $1.28M | - | $78,382.37 | 6.5% | -0.025% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 134,690 | $2.63M | $2.63M | - | -$805.02 | -0.03% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 81,398 | $1.61M | $1.6M | - | -$8,927.95 | -0.56% | +0.032% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 78,299 | $1.61M | $1.58M | - | -$23,664.32 | -1.47% | -0.025% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 78,132 | $1.47M | $1.43M | - | -$33,730.83 | -2.3% | -0.027% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 69,519 | $1.17M | $1.13M | - | -$38,871.57 | -3.31% | -0.061% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 66,304 | $1.1M | $1.06M | - | -$43,637.27 | -3.95% | 0.0 |
| BUFB Innovator Laddered Allocation Buffer ETF | 25,380 | $708,683.87 | $1.02M | - | $309,307.93 | 43.65% | -0.211% |
| CAOS Alpha Architect Tail Risk ETF | 460,188 | $41.02M | $41.65M | - | $636,149.94 | 1.55% | 0.0 |
| CAT Caterpillar Inc. | 195 | $207,656 | $153,012.6 | - | -$54,643.4 | -26.31% | -4.14% |
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FAQ
Which stocks have generated the highest profits for Jennifer Henry?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $6.73M, WisdomTree U.S. Quality Dividend Growth Fund - $5.77M, Avantis U.S. Equity ETF - $4.68M, Communication Services Select Sector SPDR Fund - $2.83M, and Vanguard S&P 500 ETF - $2.42M. 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: Health Care Select Sector SPDR Fund - $332,640.94, SPDR S&P Oil & Gas Exploration & Production ETF - $286,879.35, State Street SPDR Portfolio S&P 500 ETF - $254,190.16, SPDR S&P Retail ETF - $240,151.01, and Consumer Staples Select Sector SPDR Fund - $212,416.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Henry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.74M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.71M, Avantis U.S. Equity ETF - $1.26M, Dimensional Core Fixed Income ETF - $1.18M, iShares Core S&P 500 ETF - $920,839.4, and iShares Fallen Angels USD Bond ETF - $911,378.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Henry's monthly returns?
Jennifer Henry's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jennifer Henry's strategy be considered aggressive or moderate?
Jennifer Henry'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 Jennifer Henry's strategy?
Jennifer Henry's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
