Jonathan Guyton Portfolio
Invests via Cornerstone Wealth Advisors Inc. | Managed by Jonathan T. Guyton, Andrea N. Eaton
Invests via Cornerstone Wealth Advisors Inc.
Managed by Jonathan T. Guyton, Andrea N. Eaton
Automatically Tracked
Jonathan Guyton Profile
Jonathan Guyton has established a notable presence in financial planning and wealth management, leveraging extensive expertise in retirement income strategies. His leadership in shaping thought-provoking approaches to financial advice places him at the forefront of the industry, influencing advisors and investors alike. As an educator and author, he effectively bridges academic insights with practical applications, enhancing both professional standards and client outcomes. With a background steeped in finance academia combined with hands-on consulting experience, he is highly regarded for his contributions to personal finance discourse, guiding families towards sustainable economic futures.
Jonathan Guyton has established a notable presence in financial planning and wealth management, leveraging extensive expertise in retirement income strategies. His leadership in shaping thought-provoking approaches to financial advice places him at the forefront of the industry, influencing advisors and investors alike. As an educator and author, he effectively bridges academic insights with practical applications, enhancing both professional standards and client outcomes. With a background steeped in finance academia combined with hands-on consulting experience, he is highly regarded for his contributions to personal finance discourse, guiding families towards sustainable economic futures.
Investment Philosophy & Strategy
Jonathan Guyton's investment strategy is firmly anchored in understanding client-specific needs and harnessing comprehensive retirement income planning. His approach prioritizes adaptable frameworks, which seamlessly integrate academic rigor with real-world insights. Recognizing the nuances of personal financial goals, he champions customized solutions that empower families to achieve enduring economic stability. This thoughtful blend of theoretical knowledge and practical application positions him as a unique thought leader capable of influencing effective strategies tailored to diverse individual circumstances.
Jonathan Guyton's investment strategy is firmly anchored in understanding client-specific needs and harnessing comprehensive retirement income planning. His approach prioritizes adaptable frameworks, which seamlessly integrate academic rigor with real-world insights. Recognizing the nuances of personal financial goals, he champions customized solutions that empower families to achieve enduring economic stability. This thoughtful blend of theoretical knowledge and practical application positions him as a unique thought leader capable of influencing effective strategies tailored to diverse individual circumstances.
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:
54.2%
Gain +0.59%
Monthly
0.58%
Yearly
7.24%
Drawdown
15.9%
$480.71M
Equity
Holdings
$480.71M
Investment
$369.54M
$114.35M
Profit +$1.96M
Realized
$3.18M
Unrealized
$111.17M
Dividends
$35.06M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.96M
Win %
79%
This Week
Compared To Last Week
Gain
0.16%
Profit
$774,856.5
Win %
79%
This Month
Compared to last month
Gain
0.23%
Profit
$1.09M
Win %
79%
This Year
Compared to last year
Gain
0.66%
Profit
$3.19M
Win %
81%
GLW Corning Incorporated
+4.21%
+$6,710 
CAT Caterpillar Inc.
+2.95%
+$4,898.04 
TQQQ ProShares UltraPro QQQ
+1.97%
+$9,618.7 
MSFT Microsoft Corp.
+1.58%
+$6,024.21 
SPGI S&P Global Inc.
+1.49%
+$5,567.64 
NVDA NVIDIA Corporation
+1.43%
+$4,986.81 
NULG Nuveen ESG Large-Cap Growth ETF
+0.94%
+$2,080.5 
XLK State Street Technology Select Sector SPDR ETF
+0.94%
+$2,268.01 
IWF iShares Russell 1000 Growth ETF
+0.93%
+$52,328.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.88%
+$4,945.88 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.82%
+$477,191.4 
VUG Vanguard Growth ETF
+0.81%
+$455,238.69 
VBK Vanguard Small-Cap Growth ETF
+0.78%
+$85,876.87 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$11,527.2 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$4,196.25 
SCHX Schwab U.S. Large-Cap ETF
+0.69%
+$46,396.77 
AMZN Amazon.com Inc
+0.68%
+$1,540.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$6,449.14 
VOO Vanguard S&P 500 ETF
+0.65%
+$3,310.99 
ESGV Vanguard ESG U.S. Stock ETF
+0.63%
+$2,523 
LLY Eli Lilly and Company
+0.61%
+$2,111.91 
SCHV Schwab U.S. Large-Cap Value ETF
+0.61%
+$133,690.14 
IWD iShares Russell 1000 Value ETF
+0.57%
+$18,639.36 
VICR Vicor Corporation
+0.52%
+$12,952 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.49%
+$18,501.53 
VTV Vanguard Value ETF
+0.49%
+$185,426.72 
SCHC Schwab International Small-Cap Equity ETF
+0.48%
+$19,051.68 
COST Costco Wholesale Corporation
+0.47%
+$1,184.03 
EFG iShares MSCI EAFE Growth ETF
+0.46%
+$4,846.24 
EFA iShares MSCI EAFE ETF
+0.44%
+$1,665.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.42%
+$37,714.67 
VB Vanguard Small-Cap ETF
+0.4%
+$6,430.32 
SCHF Schwab International Equity ETF
+0.4%
+$101,615.36 
WFC Wells Fargo & Company
+0.39%
+$1,842.75 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.35%
+$951.83 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.3%
+$1,340.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.29%
+$87,532.83 
VSGX Vanguard ESG International Stock ETF
+0.26%
+$640.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$541.44 
JPM JPMorgan Chase & Co.
+0.19%
+$486.08 
AAPL Apple Inc.
+0.15%
+$2,731.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$3,119.52 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.09%
+$82,401.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$5,363.86 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$38,033.03 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$333.75 
SCHE Schwab Emerging Markets Equity ETF
+0.04%
+$3,303.69 
IWN iShares Russell 2000 Value ETF
+0.04%
+$517.95 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$899.7 
SCHA Schwab U.S. Small-Cap ETF
+0.01%
+$95.02 
Events
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Dividends
Dividend Analysis
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| Trades 804 | Longs Won 553/804 68% | Profit Factor 6.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $242,604.36 | Best Trade (Oct 06) $23.57M | Sharpe Ratio -10.49 |
| Average Loss -$78,923.28 | Worst Trade (Jun 30) -$2.34M | Z-Score 5.52 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 3w | Expectancy $142,226.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,574 | $1.12M | $1.86M | - | $733,792.38 | 65.26% | +0.147% |
| AMZN Amazon.com Inc | 906 | $215,936.04 | $229,308.6 | - | $13,372.56 | 6.19% | +0.676% |
| BRK-B Berkshire Hathaway Inc. | 3,202 | $969,799.94 | $1.63M | - | $656,367.78 | 67.68% | +0.714% |
| CAT Caterpillar Inc. | 196 | $208,720.4 | $171,133.48 | - | -$37,586.92 | -18.01% | +2.946% |
| COST Costco Wholesale Corporation | 276 | $234,877.14 | $256,075.56 | - | $21,198.42 | 9.03% | +0.465% |
 EEM iShares MSCI Emerging Markets ETF | 6,770 | $332,834.35 | $464,185.05 | - | $131,350.7 | 39.46% | -0.24% |
| EFA iShares MSCI EAFE ETF | 3,620 | $284,794.5 | $378,253.8 | - | $93,459.3 | 32.82% | +0.442% |
| EFG iShares MSCI EAFE Growth ETF | 8,654 | $740,266.19 | $1.05M | - | $311,540.97 | 42.08% | +0.463% |
| ESGV Vanguard ESG U.S. Stock ETF | 2,900 | $289,191.65 | $402,143 | - | $112,951.35 | 39.06% | +0.631% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 5,145 | $216,376.6 | $274,408.57 | - | $58,031.97 | 26.82% | +0.348% |
| GLW Corning Incorporated | 1,000 | $255,429.99 | $166,080 | - | -$89,349.99 | -34.98% | +4.21% |
 GOOGL Alphabet Inc | 968 | $313,987.76 | $334,705.36 | - | $20,717.6 | 6.6% | -0.202% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 22,250 | $561,812.5 | $554,581.25 | - | -$7,231.25 | -1.29% | +0.06% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 3,864 | $253,005.42 | $566,153.28 | - | $313,147.86 | 123.77% | +0.881% |
| IWD iShares Russell 1000 Value ETF | 12,944 | $1.96M | $3.26M | - | $1.3M | 66.15% | +0.575% |
| IWF iShares Russell 1000 Growth ETF | 43,974 | $2.67M | $5.7M | - | $3.02M | 113.02% | +0.927% |
| IWN iShares Russell 2000 Value ETF | 6,906 | $1.09M | $1.47M | - | $379,107.4 | 34.65% | +0.035% |
 IWO iShares Russell 2000 Growth ETF | 4,348 | $1.16M | $1.58M | - | $418,140.72 | 36.1% | -0.344% |
 JNJ Johnson & Johnson | 1,116 | $206,928.72 | $281,890.44 | - | $74,961.72 | 36.23% | -0.134% |
| JPM JPMorgan Chase & Co. | 784 | $230,160.56 | $261,072 | - | $30,911.44 | 13.43% | +0.187% |
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FAQ
Which stocks have generated the highest profits for Jonathan Guyton?
The largest contributions to the portfolio's profits come from the following stocks: Schwab Intermediate-Term U.S. Treasury ETF - $7.99M, Vanguard Short-Term Treasury Fund - $7.77M, Vanguard Value ETF - $4.48M, Schwab U.S. Large-Cap Growth ETF - $4.28M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.49M. 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: Vanguard Short-Term Corporate Bond ETF - $2.19M, Schwab U.S. REIT ETF - $1.38M, 3M Company - $165,197.53, iShares Russell 2000 Growth ETF - $134,302.81, and Alphabet Inc - $58,922.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonathan Guyton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.06M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $9.58M, Schwab Intermediate-Term U.S. Treasury ETF - $8.02M, Vanguard Value ETF - $3.52M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.42M, and Schwab International Equity ETF - $1.57M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan Guyton's monthly returns?
Jonathan Guyton'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 Jonathan Guyton's strategy be considered aggressive or moderate?
Jonathan Guyton's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jonathan Guyton's strategy?
Jonathan Guyton'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.
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