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
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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:
44.28%
Gain +0.78%
Monthly
1.05%
Yearly
13.33%
Drawdown
15.98%
$250.97M
Equity
Holdings
$250.97M
Investment
$208.45M
$68.05M
Profit +$1.43M
Realized
$25.54M
Unrealized
$42.52M
Dividends
$12.34M
Goals
Avg. 91.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$1.43M
Win %
81%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$532,497.36
Win %
81%
This Month
Compared to last month
Gain
-0.15%
Profit
-$375,413.31
Win %
81%
This Year
Compared to last year
Gain
4.13%
Profit
$9.95M
Win %
83%
MU Micron Technology, Inc.
+12.17%
+$147,609.33 
LRCX Lam Research Corporation
+4.97%
+$40,248.81 
XOM Exxon Mobil Corporation
+2.26%
+$15,128.6 
NVDA NVIDIA Corporation
+1.97%
+$13,012.45 
AOCT
+1.19%
+$8,445.65 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$15,996.43 
XLE Energy Select Sector SPDR Fund
+0.97%
+$85,160.88 
VUG Vanguard Growth ETF
+0.94%
+$4,315.2 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$8,620.82 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$3,008.33 
VOO Vanguard S&P 500 ETF
+0.83%
+$12,904.75 
VTV Vanguard Value ETF
+0.77%
+$7,921.2 
IXJ iShares Global Healthcare ETF
+0.6%
+$1,765.87 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$1,477.98 
AAPL Apple Inc.
+0.35%
+$3,620.2 
DVY iShares Select Dividend ETF
+0.06%
+$245.79 
RXI iShares Global Consumer Discretionary ETF
+0.06%
+$161.7 
AAEQ Alpha Architect US Equity 2 ETF
0%
$0 
AKAN Akanda Corp
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BUFB Innovator Laddered Allocation Buffer ETF
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
CVX Chevron Corporation
0%
$0 
DCO Ducommun Inc.
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
-$0.02 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IMO Imperial Oil Limited
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.25 
IWM iShares Russell 2000 ETF
0%
$0 
IXN iShares Global Tech ETF
0%
$0 
IYH iShares U.S. Healthcare ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCD McDonald's Corporation
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
PLUG Plug Power Inc.
0%
$0 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TAIL Cambria Tail Risk ETF
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
UNP Union Pacific Corporation
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
ZMAR Inovatr E D Prct ETF - 1 MAR
0%
$0 
GOOG Alphabet Inc
-1.47%
-$6,661.48 
IBM International Business Machines Corporation
-1.17%
-$4,997.5 
AMZN Amazon.com Inc
-0.98%
-$6,024.38 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$60,721.43 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$1,089.48 
NEE NextEra Energy, Inc.
-0.08%
-$208.32 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$366.5 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 458/629 72% | Profit Factor 20.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $430,237.89 |
| Average Win $156,149.22 | Best Trade (Jul 27) $5.59M | Sharpe Ratio -11.46 |
| Average Loss -$20,251.18 | Worst Trade (Jul 30) -$449,375.73 | Z-Score 0.45 (34.83%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $108,192.99 |
| 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 | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $4.58M, Vanguard S&P 500 ETF - $2.46M, and WisdomTree Floating Rate Treasury Fund - $1.7M. 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: SPDR S&P Oil & Gas Exploration & Production ETF - $286,879.35, iShares Core MSCI EAFE ETF - $161,186.73, UnitedHealth Group Incorporated - $152,094.56, iShares Core S&P Small-Cap ETF - $119,190.74, and Meta Platforms Inc Class A - $29,209.76. 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 $12.34M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.71M, Dimensional Core Fixed Income ETF - $1.18M, Avantis U.S. Equity ETF - $1.16M, iShares Core S&P 500 ETF - $923,972.85, 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.
