JA
Jonathan Ameen Portfolio
Invests via Impact Capital Partners LLC | Managed by Jonathan Ameen
Invests via Impact Capital Partners LLC
Managed by Jonathan Ameen
Automatically Tracked
Experienced investor focused on growth-stage technology and consumer companies, with a background spanning principal investing, corporate development and strategic operations. Jonathan Ameen brings experience advising management teams on capital raising, go-to-market scaling and exit execution; has participated in board and investor relations roles and evaluates opportunities across SaaS, fintech and marketplace models. Market-oriented, operationally fluent and capital-allocation focused.
Experienced investor focused on growth-stage technology and consumer companies, with a background spanning principal investing, corporate development and strategic operations. Jonathan Ameen brings experience advising management teams on capital raising, go-to-market scaling and exit execution; has participated in board and investor relations roles and evaluates opportunities across SaaS, fintech and marketplace models. Market-oriented, operationally fluent and capital-allocation focused.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer opportunities, prioritizing capital-efficient SaaS, fintech and marketplace businesses with clear unit economics and scalable go-to-market motion. Blends market-driven thesis investing with operational due diligence, favoring founders who demonstrate repeatable customer acquisition and monetization pathways. Allocates capital with a bias toward follow-on support, active board engagement and exit optionality; risk-managed through staging, KPI-based milestones and tight capital-allocation discipline.
Focuses on growth-stage technology and consumer opportunities, prioritizing capital-efficient SaaS, fintech and marketplace businesses with clear unit economics and scalable go-to-market motion. Blends market-driven thesis investing with operational due diligence, favoring founders who demonstrate repeatable customer acquisition and monetization pathways. Allocates capital with a bias toward follow-on support, active board engagement and exit optionality; risk-managed through staging, KPI-based milestones and tight capital-allocation discipline.
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:
24.21%
Gain -0.3%
Monthly
1.01%
Yearly
12.86%
Drawdown
16.4%
$374.33M
Equity
Holdings
$374.33M
Investment
$306.25M
$65.96M
Profit -$967,696.42
Realized
-$2.12M
Unrealized
$68.08M
Dividends
$9.52M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$967,696.42
Win %
65%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.55M
Win %
65%
This Month
Compared to last month
Gain
1.44%
Profit
$5.31M
Win %
65%
This Year
Compared to last year
Gain
2.77%
Profit
$10.11M
Win %
63%
HONA Honeywell Aerospace Inc.
+3.77%
+$31,983.38 
MUR Murphy Oil Corporation
+3.35%
+$20,251.95 
INDB Independent Bank Corp.
+3.29%
+$6,606.53 
COP ConocoPhillips
+2.46%
+$9,604.83 
DTM Dt Midstream Inc.
+2.43%
+$11,568.85 
KAI Kadant Inc.
+2.41%
+$10,926.24 
EOG EOG Resources, Inc.
+2.4%
+$23,519.16 
LMT Lockheed Martin Corporation
+2.27%
+$6,520.55 
RTX RTX Corporation
+2.22%
+$9,893.6 
SHEL Shell plc
+2.2%
+$6,112.93 
PEP PepsiCo, Inc.
+2.15%
+$24,235.56 
PM Philip Morris International Inc.
+2.12%
+$35,413.15 
VMC Vulcan Materials Company
+1.99%
+$6,753.61 
AEP American Electric Power Company, Inc.
+1.95%
+$20,349.78 
LCII LCI Industries Inc.
+1.89%
+$4,794.63 
TJX The TJX Companies, Inc.
+1.85%
+$28,257.92 
CVX Chevron Corporation
+1.85%
+$60,755.34 
MLM Martin Marietta Materials, Inc.
+1.81%
+$6,673.58 
C Citigroup Inc.
+1.58%
+$4,077.45 
JPM JPMorgan Chase & Co.
+1.46%
+$98,504.36 
GE General Electric Company
+1.43%
+$13,150.74 
DLS WisdomTree International SmallCap Dividend Fund
+1.43%
+$31,315.21 
LNT Alliant Energy Corporation
+1.4%
+$3,750.6 
WFC Wells Fargo & Company
+1.4%
+$5,016.16 
XOM Exxon Mobil Corporation
+1.38%
+$57,960.74 
KO The Coca-Cola Company
+1.37%
+$73,744.44 
ALL Allstate Corporation
+1.36%
+$3,271.52 
NXST Nexstar Media Group Inc.
+1.33%
+$6,758.37 
LHX L3Harris Technologies, Inc.
+1.33%
+$3,843.59 
ROK Rockwell Automation, Inc.
+1.32%
+$5,468.4 
COF Capital One Financial Corporation
+1.29%
+$2,714.05 
MO Altria Group, Inc.
+1.27%
+$5,182.22 
STLD Steel Dynamics Inc.
+1.27%
+$2,899.5 
MNST Monster Beverage Corporation
+1.27%
+$2,864.65 
COST Costco Wholesale Corporation
+1.26%
+$21,695.5 
NEE NextEra Energy, Inc.
+1.25%
+$14,359.95 
PSX Phillips 66
+1.22%
+$33,573.73 
HWM Howmet Aerospace Inc.
+1.2%
+$5,359.2 
POOL Pool Corporation
+1.19%
+$5,461.17 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$2,128.52 
HD The Home Depot, Inc.
+1.17%
+$35,092.91 
HEI.A Heico Corporation
+1.16%
+$2,905.05 
ROST Ross Stores, Inc.
+1.15%
+$5,192.36 
BLK BlackRock, Inc.
+1.15%
+$33,976.72 
ACN Accenture plc Class A
+1.13%
+$6,016.38 
HLT Hilton Worldwide Holdings Inc.
+1.13%
+$5,257.39 
MRK Merck & Co., Inc.
+1.11%
+$18,790.41 
RLI RLI Corp.
+1.11%
+$4,953.3 
LIN Linde plc
+1.1%
+$32,079.68 
ETR Entergy Corporation
+1.1%
+$2,685.84 
OMF OneMain Holdings Inc.
+1.07%
+$25,921.2 
PGR Progressive Corporation
+1.02%
+$4,420.26 
LOW Lowe's Companies Inc.
+1.02%
+$5,225.74 
GOLF Acushnet Holdings Corp.
+1.01%
+$8,281.6 
DTE DTE Energy Company
+1%
+$10,394.36 
PG Procter & Gamble Co
+0.96%
+$70,918.57 
VZ Verizon Communications Inc.
+0.96%
+$3,362.6 
ADI Analog Devices, Inc.
+0.95%
+$50,902.91 
LLY Eli Lilly and Company
+0.92%
+$25,733.42 
TT Trane Technologies plc
+0.92%
+$13,466.05 
AAPL Apple Inc.
+0.92%
+$193,468.43 
SSD Simpson Manufacturing Co., Inc.
+0.9%
+$10,146.76 
CL Colgate-Palmolive Company
+0.9%
+$2,902.46 
TXN Texas Instruments Inc
+0.88%
+$5,765.64 
ITW Illinois Tool Works Inc.
+0.83%
+$6,280.96 
SYK Stryker Corporation
+0.81%
+$4,149.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$4,589.22 
UFPI UFP Industries, Inc.
+0.76%
+$1,749.35 
ORLY O'Reilly Automotive Inc.
+0.75%
+$3,760.68 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$11,030.96 
TDG TransDigm Group Inc.
+0.7%
+$1,233.96 
WTS Watts Water Technologies Inc.
+0.68%
+$9,917.21 
OSG Octave Specialty Group, Inc.
+0.65%
+$585.48 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.65%
+$21,656.53 
ISRG Intuitive Surgical, Inc.
+0.65%
+$1,653.47 
PH Parker-Hannifin Corporation
+0.62%
+$2,261.44 
PRI Primerica Inc.
+0.61%
+$7,091.56 
DIS The Walt Disney Company
+0.61%
+$1,794.15 
SPGI S&P Global Inc.
+0.61%
+$1,483.5 
ABBV AbbVie Inc.
+0.6%
+$38,856.56 
V Visa Inc. Class A
+0.6%
+$25,848 
ASML ASML Holding N.V. New York Registry Shares
+0.6%
+$5,068.83 
T AT&T Inc.
+0.6%
+$2,260.02 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$17,010.45 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$4,604.01 
WMT Walmart Inc.
+0.56%
+$9,050.65 
CB Chubb Limited
+0.56%
+$10,561.12 
LYG Lloyds Banking Group Plc ADR
+0.55%
+$634.26 
KMB Kimberly-Clark Corporation
+0.54%
+$4,248.23 
BAC Bank of America Corporation
+0.5%
+$2,671.24 
TCBI Texas Capital Bancshares Inc.
+0.5%
+$1,023.75 
AXP American Express Company
+0.49%
+$2,493.26 
JNJ Johnson & Johnson
+0.46%
+$29,819.15 
APD Air Products and Chemicals, Inc.
+0.45%
+$1,794.04 
PFE Pfizer Inc.
+0.44%
+$1,582.62 
TTC The Toro Company
+0.4%
+$4,418 
ADP Automatic Data Processing Inc.
+0.38%
+$8,922.82 
AMGN Amgen Inc.
+0.36%
+$1,327.56 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.34%
+$37,533.56 
GEV GE Vernova Inc.
+0.34%
+$1,965.52 
GGG Graco Inc.
+0.32%
+$1,678.04 
MCK McKesson Corporation
+0.3%
+$1,083 
VTV Vanguard Value ETF
+0.29%
+$2,556.45 
IEFA iShares Core MSCI EAFE ETF
+0.29%
+$2,071.72 
MPC Marathon Petroleum Corporation
+0.29%
+$1,557.68 
MCD McDonald's Corporation
+0.28%
+$6,609.51 
TRV The Travelers Companies, Inc.
+0.28%
+$640.38 
FCX Freeport-McMoRan Inc.
+0.26%
+$994.69 
TEL TE Connectivity plc
+0.25%
+$1,511.43 
DCI Donaldson Company, Inc.
+0.25%
+$1,118.7 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.24%
+$1,400.16 
WM Waste Management, Inc.
+0.23%
+$555.9 
EFA iShares MSCI EAFE ETF
+0.21%
+$3,184.15 
NVDA NVIDIA Corporation
+0.18%
+$33,420.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$646.3 
FHB First Hawaiian, Inc.
+0.16%
+$850.48 
UBS UBS Group AG
+0.16%
+$1,275.45 
BA Boeing Company
+0.15%
+$381.62 
RBC RBC Bearings Incorporated
+0.15%
+$1,541.23 
HWKN Hawkins Inc.
+0.14%
+$459.36 
WRB W.R. Berkley Corporation
+0.12%
+$545.4 
MS Morgan Stanley
+0.12%
+$592.9 
CAH Cardinal Health Inc.
+0.12%
+$389.69 
IMTM iShares MSCI International Momentum Factor ETF
+0.1%
+$5,425.05 
SBUX Starbucks Corporation
+0.09%
+$207.27 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$1,769.46 
MA Mastercard Incorporated
+0.08%
+$1,176.11 
FCN Fti Consulting Inc.
+0.07%
+$466.14 
ALLE Allegion plc
+0.07%
+$242.53 
CR Crane NXT Co.
+0.07%
+$302.1 
IWD iShares Russell 1000 Value ETF
+0.05%
+$345 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$224.3 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$2,077.2 
URI United Rentals, Inc.
+0.03%
+$148.14 
CAT Caterpillar Inc.
+0.02%
+$225.94 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$138.19 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$105.37 
BANF BancFirst Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
-7.8%
-$49,165.59 
CRWD CrowdStrike Holdings, Inc.
-7.53%
-$146,838.24 
FTNT Fortinet Inc.
-7.48%
-$30,056 
ASAN Asana Inc.
-6.67%
-$9,837.03 
MXL MaxLinear Inc.
-6.63%
-$8,909.6 
PLTR Palantir Technologies Inc.
-6.6%
-$57,343.6 
CVLT Commvault Systems Inc.
-6.35%
-$20,250.63 
STX Seagate Technology Holdings plc
-5.53%
-$50,837.54 
MYGN Myriad Genetics Inc.
-4.94%
-$3,854.09 
SNDK SanDisk Corporation
-4.73%
-$14,987.67 
CHRW C.H. Robinson Worldwide, Inc.
-4.73%
-$8,051.21 
WDC Western Digital Corporation
-4.57%
-$27,008.84 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.53%
-$10,787 
RWT Redwood Trust Inc.
-4.18%
-$2,197.52 
INTC Intel Corporation
-3.91%
-$35,311.91 
BE Bloom Energy Corporation
-3.79%
-$8,292.62 
AXON Axon Enterprise, Inc.
-3.76%
-$14,817.6 
STRL Sterling Infrastructure, Inc.
-3.59%
-$5,943.42 
ORCL Oracle Corporation
-3.57%
-$141,710.4 
MU Micron Technology, Inc.
-3.57%
-$63,269.9 
JKHY Jack Henry & Associates, Inc.
-3.48%
-$11,859.21 
AMD Advanced Micro Devices, Inc.
-3.4%
-$43,987.45 
FRSH Freshworks Inc. Class A Common Stock
-3.37%
-$5,775.84 
ANET Arista Networks, Inc.
-3.35%
-$16,624.17 
FN Fabrinet
-3.34%
-$6,216.21 
GLW Corning Incorporated
-3.14%
-$10,222.48 
AVGO Broadcom Inc.
-3.08%
-$347,054.27 
AEIS Advanced Energy Industries Inc.
-3.01%
-$5,328.74 
APP AppLovin Corporation Class A Common Stock
-2.98%
-$3,240.9 
LRCX Lam Research Corporation
-2.9%
-$24,776.41 
MRVL Marvell Technology, Inc.
-2.89%
-$24,565.59 
IBKR Interactive Brokers Group Inc.
-2.84%
-$17,675.35 
DELL Dell Technologies Inc.
-2.65%
-$11,182.06 
NFLX Netflix, Inc.
-2.64%
-$14,277.12 
AMAT Applied Materials, Inc.
-2.6%
-$25,020.86 
KLIC Kulicke & Soffa Industries, Inc.
-2.53%
-$6,696.91 
KLAC KLA Corporation
-2.44%
-$7,682.51 
META Meta Platforms Inc Class A
-2.39%
-$102,523.51 
ENTG Entegris, Inc.
-2.36%
-$4,580.4 
CRDO Credo Technology Group Holding Ltd.
-2.33%
-$5,321.58 
ADSK Autodesk, Inc.
-2.17%
-$9,262.12 
VRT Vertiv Holdings Co
-2.08%
-$5,195.9 
SAIA Saia, Inc.
-2.05%
-$4,584.53 
SCHW Charles Schwab Corporation
-1.98%
-$7,506.96 
MSFT Microsoft Corp.
-1.92%
-$377,644.29 
GARP iShares MSCI USA Quality GARP ETF
-1.86%
-$12,719.9 
LSTR Landstar System Inc.
-1.86%
-$14,326.44 
NEU NewMarket Corporation
-1.81%
-$4,523.28 
CSCO Cisco Systems, Inc.
-1.74%
-$16,221.97 
GOOGL Alphabet Inc
-1.64%
-$152,664.39 
DE Deere & Company
-1.64%
-$12,387.85 
RDNT RadNet Inc.
-1.6%
-$5,793.51 
GOOG Alphabet Inc
-1.55%
-$68,565.6 
SHOP Shopify Inc.
-1.52%
-$11,372.4 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$3,862.25 
TSLA Tesla, Inc.
-1.5%
-$33,040.32 
MANH Manhattan Associates Inc.
-1.49%
-$6,841.15 
ETN Eaton Corporation plc
-1.48%
-$5,713.3 
UNH UnitedHealth Group Incorporated
-1.46%
-$41,593.09 
TMO Thermo Fisher Scientific Inc.
-1.4%
-$8,957.22 
APAM Artisan Partners Asset Management Inc.
-1.39%
-$3,982.16 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$13,232.31 
MC Moelis & Company
-1.35%
-$7,358.36 
VONG Vanguard Russell 1000 Growth Fund
-1.34%
-$4,863.24 
ROL Rollins, Inc.
-1.33%
-$2,162.7 
PWR Quanta Services Inc.
-1.32%
-$4,231.53 
ATI ATI Inc.
-1.29%
-$2,864.05 
FIX Comfort Systems USA, Inc.
-1.28%
-$4,114.32 
VUG Vanguard Growth ETF
-1.27%
-$7,548.98 
SF Stifel Financial Corp.
-1.26%
-$3,841.47 
IWM iShares Russell 2000 ETF
-1.17%
-$15,022.67 
EEM iShares MSCI Emerging Markets ETF
-1.15%
-$17,421.71 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.15%
-$3,214.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.14%
-$3,402.14 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$11,764.5 
CMG Chipotle Mexican Grill, Inc.
-1.13%
-$3,778.78 
APH Amphenol Corporation
-1.1%
-$16,984.8 
SCHA Schwab U.S. Small-Cap ETF
-1.09%
-$4,439.27 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$3,607.16 
MPWR Monolithic Power Systems, Inc.
-1.04%
-$2,099.51 
NDSN Nordson Corporation
-1.03%
-$4,515.47 
QCOM QUALCOMM Incorporated
-1.01%
-$4,930.84 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$2,838.81 
MSCI MSCI Inc.
-0.97%
-$2,589.52 
ODFL Old Dominion Freight Line, Inc.
-0.96%
-$1,952.99 
VWO Vanguard FTSE Emerging Markets ETF
-0.95%
-$6,803.44 
VB Vanguard Small-Cap ETF
-0.94%
-$3,214.3 
UBER Uber Technologies, Inc.
-0.92%
-$1,997.75 
IBP Installed Building Products Inc.
-0.88%
-$1,769.56 
NWPX NWPX Infrastructure, Inc.
-0.85%
-$1,256.62 
AMZN Amazon.com Inc
-0.84%
-$56,145.11 
FDX FedEx Corporation
-0.77%
-$2,140.93 
ULS Ul Solutions Inc.
-0.75%
-$2,164.96 
IBEX IBEX Limited
-0.74%
-$30,825.35 
IBM International Business Machines Corporation
-0.7%
-$2,965.05 
CRS Carpenter Technology Corporation
-0.7%
-$1,283.72 
ALNT Alliant Energy Corporation
-0.7%
-$1,762.56 
IWR iShares Russell Mid-Cap ETF
-0.69%
-$4,798.78 
EME EMCOR Group, Inc.
-0.67%
-$8,931.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$13,688.99 
SAN Banco Santander S.A. Sponsored ADR
-0.63%
-$1,778.29 
SCHX Schwab U.S. Large-Cap ETF
-0.61%
-$5,206.09 
EMR Emerson Electric Co.
-0.6%
-$1,868.2 
IVV iShares Core S&P 500 ETF
-0.59%
-$18,169.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.56%
-$5,284.19 
GILD Gilead Sciences Inc.
-0.56%
-$1,476.64 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$17,826.12 
VOO Vanguard S&P 500 ETF
-0.56%
-$6,284.28 
VSTS Vestis Corporation
-0.49%
-$1,449.07 
CRVL CorVel Corporation
-0.47%
-$3,218.22 
MMM 3M Company
-0.47%
-$1,422.72 
CSX CSX Corporation
-0.44%
-$10,806.55 
YUM Yum! Brands, Inc.
-0.44%
-$1,591.92 
BBY Best Buy Co., Inc.
-0.42%
-$2,527.2 
UNP Union Pacific Corporation
-0.41%
-$10,812.25 
JCI Johnson Controls International plc
-0.39%
-$2,046.24 
VO Vanguard Mid-Cap ETF
-0.37%
-$5,156.4 
UMBF UMB Financial Corporation
-0.36%
-$1,161.84 
BKNG Booking Holdings Inc.
-0.36%
-$842.52 
LPLA LPL Financial Holdings Inc.
-0.34%
-$1,537.06 
ABT Abbott Laboratories
-0.3%
-$6,638.96 
WAB Wabtec Corporation
-0.29%
-$780.73 
ZWS Zurn Elkay Water Solutions Corporation
-0.29%
-$1,060.29 
PLD Prologis Inc.
-0.26%
-$5,268.45 
IAU iShares Gold Trust
-0.26%
-$619.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$4,748.04 
MUB iShares National Muni Bond ETF
-0.2%
-$711.27 
GS The Goldman Sachs Group, Inc.
-0.2%
-$1,510.23 
WSO Watsco Inc.
-0.2%
-$320 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$8,392.63 
NSC Norfolk Southern Corporation
-0.16%
-$437.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.15%
-$1,029.12 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$1,461.39 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.13%
-$1,820.5 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$281.21 
JCPB JPMorgan Core Plus Bond ETF
-0.12%
-$349.24 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$1,959.09 
COR Cencora, Inc.
-0.08%
-$196.29 
BMY Bristol-Myers Squibb Company
-0.03%
-$90.98 
AME Ametek Inc.
-0.03%
-$99.47 
LII Lennox International Inc.
-0.02%
-$48.48 
TDY Teledyne Technologies Incorporated
-0.01%
-$64.62 
RSG Republic Services, Inc.
-0.01%
-$246.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1838 | Longs Won 1087/1838 59% | Profit Factor 4.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,761.68 |
| Average Win $79,320.72 | Best Trade (Oct 15) $6.46M | Sharpe Ratio -156.44 |
| Average Loss -$26,979.73 | Worst Trade (Oct 16) -$876,999.85 | Z-Score 8.02 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $35,886.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,811 | $15.37M | $21.33M | - | $5.96M | 38.78% | +0.915% |
| ABBV AbbVie Inc. | 22,723 | $4.28M | $6.48M | - | $2.2M | 51.4% | +0.603% |
| ABT Abbott Laboratories | 21,416 | $2.48M | $2.24M | - | -$249,634.93 | -10.05% | -0.296% |
| ACN Accenture plc Class A | 2,364 | $806,328.14 | $537,727.26 | - | -$268,600.88 | -33.31% | +1.132% |
| ADI Analog Devices, Inc. | 13,256 | $2.9M | $5.41M | - | $2.51M | 86.6% | +0.951% |
| ADP Automatic Data Processing Inc. | 8,186 | $2.4M | $2.35M | - | -$54,443.06 | -2.27% | +0.382% |
| ADSK Autodesk, Inc. | 1,741 | $506,667.15 | $417,561.44 | - | -$89,105.71 | -17.59% | -2.17% |
| AEIS Advanced Energy Industries Inc. | 703 | $262,128 | $171,883.5 | - | -$90,244.5 | -34.43% | -3.007% |
| AEP American Electric Power Company, Inc. | 8,409 | $802,327.7 | $1.07M | - | $263,176.69 | 32.8% | +1.947% |
| AGG iShares Core U.S. Aggregate Bond ETF | 54,146 | $5.28M | $5.16M | - | -$123,836.13 | -2.34% | -0.162% |
| ALL Allstate Corporation | 1,002 | $238,416 | $243,350.73 | - | $4,934.73 | 2.07% | +1.363% |
| ALLE Allegion plc | 2,109 | $287,279.54 | $328,719.28 | - | $41,439.74 | 14.42% | +0.074% |
| ALNT Alliant Energy Corporation | 2,592 | $266,795 | $249,635.52 | - | -$17,159.48 | -6.43% | -0.701% |
| AMAT Applied Materials, Inc. | 2,236 | $430,293.55 | $936,481.52 | - | $506,187.97 | 117.64% | -2.602% |
| AMD Advanced Micro Devices, Inc. | 2,300 | $587,557.42 | $1.25M | - | $661,584.08 | 112.6% | -3.402% |
| AME Ametek Inc. | 1,421 | $259,756.39 | $353,047.45 | - | $93,291.06 | 35.91% | -0.028% |
| AMGN Amgen Inc. | 851 | $225,201.66 | $370,687.09 | - | $145,485.43 | 64.6% | +0.359% |
| AMZN Amazon.com Inc | 26,175 | $5.74M | $6.61M | - | $868,935.64 | 15.13% | -0.842% |
| ANET Arista Networks, Inc. | 2,677 | $313,366.28 | $480,173.49 | - | $166,807.21 | 53.23% | -3.346% |
| APAM Artisan Partners Asset Management Inc. | 8,752 | $373,809.24 | $282,733.36 | - | -$91,075.88 | -24.36% | -1.389% |
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FAQ
Which stocks have generated the highest profits for Jonathan Ameen?
The largest contributions to the portfolio's profits come from the following stocks: IBEX Limited - $529,591.96, AbbVie Inc - $510,550.69, iShares Floating Rate Bond ETF - $443,296.32, Interactive Brokers Group Inc - $410,751.77, and OneMain Holdings Inc - $393,710.36. 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: ServiceNow, Inc - $429,713.69, Zebra Technologies Corporation - $325,358.55, Accenture plc Class A - $285,755.16, Salesforce Inc - $258,841.63, and Fiserv, Inc - $253,213.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonathan Ameen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.52M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $443,301.23, OneMain Holdings Inc - $369,609.41, WisdomTree Dynamic Currency Hedged International Equity Fund - $360,042.65, Procter & Gamble Co - $343,612.5, and iShares Core U.S. Aggregate Bond ETF - $325,483.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan Ameen's monthly returns?
Jonathan Ameen'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 Jonathan Ameen's strategy be considered aggressive or moderate?
Jonathan Ameen'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 Jonathan Ameen's strategy?
Jonathan Ameen'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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