JH
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:
29.52%
Gain 0%
Monthly
0.71%
Yearly
8.86%
Drawdown
11.94%
$252.72M
Equity
Holdings
$252.72M
Investment
$209.31M
$69.82M
Profit -$12,435.62
Realized
$25.55M
Unrealized
$44.27M
Dividends
$11.79M
Goals
Avg. 6% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$12,435.62
Win %
83%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$12,435.62
Win %
83%
This Month
Compared to last month
Gain
-1.45%
Profit
-$3.7M
Win %
83%
This Year
Compared to last year
Gain
-17.63%
Profit
-$43.81M
Win %
84%
AKAN Akanda Corp
+20.47%
+$13,169.36 
GEV GE Vernova Inc.
+3.73%
+$33,090.98 
JPM JPMorgan Chase & Co.
+2.31%
+$10,714.87 
UNP Union Pacific Corporation
+1.65%
+$7,169.26 
NEE NextEra Energy, Inc.
+1.35%
+$3,422.4 
DVY iShares Select Dividend ETF
+1.19%
+$5,079.66 
LRCX Lam Research Corporation
+1.18%
+$11,329.92 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$3,105.6 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$7,741.11 
JNJ Johnson & Johnson
+1.07%
+$2,534.92 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.06%
+$148,600.4 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$15,017.27 
VTV Vanguard Value ETF
+0.94%
+$9,477.12 
IWM iShares Russell 2000 ETF
+0.87%
+$2,225.05 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$6,514.2 
GE General Electric Company
+0.76%
+$8,836.59 
CVX Chevron Corporation
+0.75%
+$1,483.99 
XLE Energy Select Sector SPDR Fund
+0.75%
+$65,391.39 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,266.11 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$10,420.94 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,310.88 
AVUS Avantis U.S. Equity ETF
+0.65%
+$214,771.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,004.38 
IVV iShares Core S&P 500 ETF
+0.55%
+$103,780.22 
VOO Vanguard S&P 500 ETF
+0.55%
+$8,481.67 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,939.14 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,811.25 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$1,281.78 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$13,018.13 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$4,641.98 
GOOG Alphabet Inc
+0.45%
+$2,057.6 
IXN iShares Global Tech ETF
+0.42%
+$2,814.3 
AAEQ Alpha Architect US Equity 2 ETF
+0.39%
+$3,133.71 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$79,386.48 
XOM Exxon Mobil Corporation
+0.28%
+$1,851.49 
IMO Imperial Oil Limited
+0.27%
+$944 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,572.84 
VUG Vanguard Growth ETF
+0.18%
+$809.1 
NVDA NVIDIA Corporation
+0.16%
+$1,038.4 
BUFB Innovator Laddered Allocation Buffer ETF
+0.11%
+$1,091.34 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$22,918.77 
MSFT Microsoft Corp.
+0.1%
+$2,185.15 
RXI iShares Global Consumer Discretionary ETF
+0.09%
+$249.9 
IAU iShares Gold Trust
+0.08%
+$337.5 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$444.9 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$133.14 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$230.68 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.02%
+$94.39 
MCD McDonald's Corporation
+0.01%
+$36.57 
AOCT
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
PLUG Plug Power Inc.
-2.47%
-$1,015 
LLY Eli Lilly and Company
-2.41%
-$12,717.23 
AAPL Apple Inc.
-1.52%
-$14,166 
MU Micron Technology, Inc.
-1.43%
-$19,978.27 
AMZN Amazon.com Inc
-1.23%
-$7,308.22 
IBM International Business Machines Corporation
-0.95%
-$5,217.43 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.83%
-$101,289.13 
TAIL Cambria Tail Risk ETF
-0.6%
-$1,720.87 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$37,063.73 
DCO Ducommun Inc.
-0.28%
-$821.58 
IXJ iShares Global Healthcare ETF
-0.24%
-$688.39 
IYH iShares U.S. Healthcare ETF
-0.2%
-$621.66 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$1,587.97 
CAOS Alpha Architect Tail Risk ETF
-0.13%
-$68,772.96 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$603.05 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$363.16 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$674.29 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$381.99 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$2,757.78 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 460/629 73% | Profit Factor 21.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $444,577.68 |
| Average Win $159,142.34 | Best Trade (Jun 14) $5.58M | Sharpe Ratio -7.6 |
| Average Loss -$20,092.25 | Worst Trade (Jun 14) -$564,190.85 | Z-Score 4.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $110,998.94 |
| 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 | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
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