JC
John Carey Portfolio
Invests via JP Wealth Management Inc. | Managed by John Francis Carey
Invests via JP Wealth Management Inc.
Managed by John Francis Carey
Automatically Tracked
John Carey Profile
With a strong background in technology entrepreneurship and business development, John Carey has established himself as a significant player in the innovation landscape. His journey includes co-founding multiple startups that leverage cutting-edge technology to solve complex problems across various sectors. As an experienced leader, he brings valuable insights into operational efficiency and market expansion strategies. Carey's ability to bridge technical expertise with commercial viability positions him uniquely within the investment community, where his ventures continue to attract interest from notable investors looking for disruptive technologies.
With a strong background in technology entrepreneurship and business development, John Carey has established himself as a significant player in the innovation landscape. His journey includes co-founding multiple startups that leverage cutting-edge technology to solve complex problems across various sectors. As an experienced leader, he brings valuable insights into operational efficiency and market expansion strategies. Carey's ability to bridge technical expertise with commercial viability positions him uniquely within the investment community, where his ventures continue to attract interest from notable investors looking for disruptive technologies.
Investment Philosophy & Strategy
Opportunities in transformative technologies fuel John's strategic investment approach. A deep-seated commitment to innovation drives a focus on startups that exhibit scalable potential and unique value propositions. With an entrepreneurial mindset, he adeptly evaluates business models, prioritizing those that can not only disrupt markets but also enhance operational efficiencies. The confluence of technical acumen and market insight shapes his venture selections, positioning him as a discerning investor keen on sustainable growth through breakthrough innovations.
Opportunities in transformative technologies fuel John's strategic investment approach. A deep-seated commitment to innovation drives a focus on startups that exhibit scalable potential and unique value propositions. With an entrepreneurial mindset, he adeptly evaluates business models, prioritizing those that can not only disrupt markets but also enhance operational efficiencies. The confluence of technical acumen and market insight shapes his venture selections, positioning him as a discerning investor keen on sustainable growth through breakthrough innovations.
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:
20.78%
Gain +0.48%
Monthly
1.08%
Yearly
13.83%
Drawdown
15.29%
$162.46M
Equity
Holdings
$162.46M
Investment
$137.11M
$33.71M
Profit +$825,929.89
Realized
$8.36M
Unrealized
$25.35M
Dividends
$2.16M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$825,929.89
Win %
64%
This Week
Compared To Last Week
Gain
0.23%
Profit
$364,694.95
Win %
64%
This Month
Compared to last month
Gain
-0.85%
Profit
-$1.39M
Win %
64%
This Year
Compared to last year
Gain
-0.31%
Profit
$1.47M
Win %
65%
QQQ Invesco QQQ Trust, Series 1
+3.14%
+$422,517.8 
QQQM Invesco NASDAQ 100 ETF
+3.11%
+$1.08M 
PHYS Sprott Physical Gold Trust
+2.55%
+$350,414.1 
IWF iShares Russell 1000 Growth ETF
+2.26%
+$59,400 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$4,721.88 
VT Vanguard Total World Stock ETF
+1.55%
+$5,418.92 
IWO iShares Russell 2000 Growth ETF
+1.52%
+$4,028.66 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.2%
+$428,776.89 
IWD iShares Russell 1000 Value ETF
+0.68%
+$8,606.4 
VTV Vanguard Value ETF
+0.53%
+$4,485.05 
IWS iShares Russell Mid-Cap Value ETF
+0.37%
+$3,520.8 
DFNM Dimensional National Municipal Bond ETF
+0.09%
+$759.15 
BIF SRH Total Return Fund, Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 59 | Longs Won 38/59 64% | Profit Factor 9.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.88M |
| Average Win $989,495.11 | Best Trade (Jun 15) $9.84M | Sharpe Ratio -26.04 |
| Average Loss -$185,439.44 | Worst Trade (Mar 30) -$1.41M | Z-Score 0.7 (51.77%) |
| Commissions $0 | Avg. Trade Length 9m 2w 3d | Expectancy $571,298.07 |
| 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% | 0.41% |
| Consecutive Losing Trades | 876 | 789 | 701 | 613 | 526 | 438 | 351 | 263 | 175 | 88 |
Hover over the desired column for a detailed explanation.
Returns
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