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

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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.

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.

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:

27.12%

Gain +0.99%

Monthly

0.37%

Yearly

4.48%

Drawdown

15.1%

$473.39M

Equity

Holdings

$473.39M

Investment

$361.33M

$113.7M

Profit +$5.33M

Realized

$1.64M

Unrealized

$112.06M

Dividends

$31.68M

Goals

Avg. 88.5% completed goals

Yearly

Gain > 5%

2026

77%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.99%

Profit

$5.33M

Win %

87%

This Week

Compared To Last Week

Gain

1.14%

Profit

$5.33M

Win %

87%

This Month

Compared to last month

Gain

0.15%

Profit

$684,537.16

Win %

87%

This Year

Compared to last year

Gain

3.87%

Profit

$18.85M

Win %

87%

Gainers
Losers

GOOGL Alphabet Inc

+3.47%

+$8,986.9

NVDA NVIDIA Corporation

+2.85%

+$7,919.04

VUG Vanguard Growth ETF

+2.72%

+$1.42M

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.69%

+$14,026.32

EEM iShares MSCI Emerging Markets ETF

+2.61%

+$12,204.15

SCHG Schwab U.S. Large-Cap Growth ETF

+2.41%

+$1.31M

IWF iShares Russell 1000 Growth ETF

+2.25%

+$128,561.16

VWO Vanguard FTSE Emerging Markets ETF

+2.23%

+$158,766.8

SCHE Schwab Emerging Markets Equity ETF

+2.16%

+$169,419.78

ESGV Vanguard ESG U.S. Stock ETF

+2.15%

+$8,163.5

MSFT Microsoft Corp.

+2.12%

+$5,428.2

SPGI S&P Global Inc.

+1.92%

+$7,668.65

VBK Vanguard Small-Cap Growth ETF

+1.91%

+$220,352.73

SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF

+1.89%

+$10,677.12

AAPL Apple Inc.

+1.82%

+$28,806.75

VOO Vanguard S&P 500 ETF

+1.81%

+$8,872.46

VSGX Vanguard ESG International Stock ETF

+1.8%

+$4,654.6

SCHX Schwab U.S. Large-Cap ETF

+1.8%

+$118,095.6

VTI VANGUARD TOTAL STOCK MKT ETF

+1.78%

+$19,371.48

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

+1.7%

+$65,312.62

IWO iShares Russell 2000 Growth ETF

+1.61%

+$26,893.77

VEU Vanguard FTSE All-World ex-US ETF

+1.55%

+$3,895.36

SCHA Schwab U.S. Small-Cap ETF

+1.36%

+$9,486.23

SCHF Schwab International Equity ETF

+1.32%

+$333,507.43

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.3%

+$393,830.82

SCHC Schwab International Small-Cap Equity ETF

+1.2%

+$46,815.19

SCHV Schwab U.S. Large-Cap Value ETF

+1.03%

+$228,305.83

VB Vanguard Small-Cap ETF

+1.03%

+$17,703.63

BRK-B Berkshire Hathaway Inc.

+0.95%

+$15,570.04

IWD iShares Russell 1000 Value ETF

+0.9%

+$29,102.91

TSLA Tesla, Inc.

+0.9%

+$13,286

ESML iShares ESG Aware MSCI USA Small-Cap ETF

+0.84%

+$2,534.35

VTV Vanguard Value ETF

+0.74%

+$277,326.4

EFG iShares MSCI EAFE Growth ETF

+0.45%

+$4,649.15

UNH UnitedHealth Group Incorporated

+0.44%

+$4,218.25

MCD McDonald's Corporation

+0.43%

+$900.36

VBR VANGUARD SMALL-CAP VALUE ETF

+0.38%

+$35,866.87

JPM JPMorgan Chase & Co.

+0.23%

+$512.25

WFC Wells Fargo & Company

+0.18%

+$877.5

SCHR Schwab Intermediate-Term U.S. Treasury ETF

+0.14%

+$139,762.45

VGIT Vanguard Intermediate-Term Treasury Fund

+0.14%

+$4,119.13

SCHO Schwab Short-Term U.S. Treasury ETF

+0.1%

+$4,268.75

VGSH Vanguard Short-Term Treasury Fund

+0.1%

+$57,853.35

IWN iShares Russell 2000 Value ETF

+0.06%

+$944.19

LLY Eli Lilly and Company

+0.05%

+$169.68

JNJ Johnson & Johnson

-1.59%

-$4,285.44

EFA iShares MSCI EAFE ETF

-0.72%

-$2,477.6

COST Costco Wholesale Corporation

-0.56%

-$1,526.28

SCZ iShares MSCI EAFE Small-Cap ETF

-0.44%

-$1,976.25

Events

Dividends

Dividend Analysis

No Data

Trades 760	Longs Won 535/760 70%	Profit Factor 9.01
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.13M
Average Win $239,062.75	Best Trade (Jun 15) $21.05M	Sharpe Ratio -12.29
Average Loss -$63,086.13	Worst Trade (Jun 30) -$2.34M	Z-Score 7.12 (100%)
Commissions $0	Avg. Trade Length 2y 5m 1w	Expectancy $149,610.78

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	7,519	6,767	6,015	5,263	4,511	3,759	3,008	2,256	1,504	752