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:
22.98%
Gain -0.83%
Monthly
1.04%
Yearly
13.2%
Drawdown
16.42%
$371.09M
Equity
Holdings
$371.09M
Investment
$306.25M
$62.74M
Profit -$2.8M
Realized
-$2.1M
Unrealized
$64.84M
Dividends
$8.55M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.83%
Profit
-$2.8M
Win %
68%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$3.23M
Win %
68%
This Month
Compared to last month
Gain
-0.75%
Profit
-$2.8M
Win %
68%
This Year
Compared to last year
Gain
1.89%
Profit
$6.89M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$944,393.74 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$17,795.7 
ETN Eaton Corporation plc
+7.32%
+$27,092.67 
GOOG Alphabet Inc
+6.88%
+$294,934.8 
GOOGL Alphabet Inc
+6.73%
+$598,668.21 
VRT Vertiv Holdings Co
+6.18%
+$16,391.56 
AEIS Advanced Energy Industries Inc.
+5.56%
+$10,727.77 
ANET Arista Networks, Inc.
+5.46%
+$24,976.43 
FTNT Fortinet Inc.
+4.99%
+$17,017 
ASAN Asana Inc.
+4.65%
+$5,236.98 
LPLA LPL Financial Holdings Inc.
+4.28%
+$20,211.23 
MUR Murphy Oil Corporation
+4%
+$23,210.1 
TT Trane Technologies plc
+3.33%
+$46,812 
META Meta Platforms Inc Class A
+3.28%
+$102,756.11 
LSTR Landstar System Inc.
+3.21%
+$24,310.11 
CRS Carpenter Technology Corporation
+3.17%
+$7,640.04 
ATI ATI Inc.
+3.05%
+$6,476.27 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$44,984.64 
MSFT Microsoft Corp.
+3.02%
+$495,999.18 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$7,576.63 
NVDA NVIDIA Corporation
+2.93%
+$483,117.98 
STRL Sterling Infrastructure, Inc.
+2.76%
+$5,950.85 
CVX Chevron Corporation
+2.35%
+$67,555.92 
MRVL Marvell Technology, Inc.
+2.32%
+$15,025.02 
ORLY O'Reilly Automotive Inc.
+2.28%
+$11,339.02 
GLW Corning Incorporated
+2.24%
+$7,120.5 
WDC Western Digital Corporation
+2.21%
+$19,564.49 
EOG EOG Resources, Inc.
+2.19%
+$20,434.74 
CSCO Cisco Systems, Inc.
+2.14%
+$20,584.53 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,163.01 
JCI Johnson Controls International plc
+1.93%
+$9,807.84 
ROK Rockwell Automation, Inc.
+1.93%
+$8,888.58 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,207.49 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,473.45 
FIX Comfort Systems USA, Inc.
+1.88%
+$6,911.44 
ORCL Oracle Corporation
+1.81%
+$68,198.13 
HWM Howmet Aerospace Inc.
+1.8%
+$10,109.42 
RDNT RadNet Inc.
+1.74%
+$5,588.43 
DCI Donaldson Company, Inc.
+1.71%
+$8,034.3 
ENTG Entegris, Inc.
+1.66%
+$2,560.8 
SHEL Shell plc
+1.62%
+$3,949.89 
ACN Accenture plc Class A
+1.61%
+$6,217.34 
VZ Verizon Communications Inc.
+1.52%
+$5,538.4 
LMT Lockheed Martin Corporation
+1.5%
+$4,642.94 
ALNT Alliant Energy Corporation
+1.45%
+$3,240 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,056.96 
PH Parker-Hannifin Corporation
+1.43%
+$5,248.7 
PWR Quanta Services Inc.
+1.43%
+$4,680.62 
GE General Electric Company
+1.42%
+$14,798.25 
KLAC KLA Corporation
+1.38%
+$4,491.98 
CAH Cardinal Health Inc.
+1.3%
+$3,845.03 
COP ConocoPhillips
+1.22%
+$4,002 
WFC Wells Fargo & Company
+1.19%
+$4,429.86 
CVLT Commvault Systems Inc.
+1.19%
+$2,769.66 
HONA Honeywell Aerospace Inc.
+1.18%
+$12,576.74 
AMAT Applied Materials, Inc.
+1.18%
+$13,192.44 
ITW Illinois Tool Works Inc.
+1.15%
+$9,113 
VUG Vanguard Growth ETF
+1.1%
+$6,131.49 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$2,806.32 
URI United Rentals, Inc.
+0.99%
+$5,623.28 
TDY Teledyne Technologies Incorporated
+0.98%
+$4,588.03 
ADP Automatic Data Processing Inc.
+0.98%
+$21,201.66 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,803.44 
CRVL CorVel Corporation
+0.96%
+$4,827.34 
UNP Union Pacific Corporation
+0.92%
+$24,465.3 
DTM Dt Midstream Inc.
+0.9%
+$4,932.3 
GOLF Acushnet Holdings Corp.
+0.88%
+$9,109.76 
SCHW Charles Schwab Corporation
+0.87%
+$3,672.76 
NDSN Nordson Corporation
+0.86%
+$3,396.59 
IBM International Business Machines Corporation
+0.86%
+$3,432.23 
GEV GE Vernova Inc.
+0.85%
+$5,251.92 
FRSH Freshworks Inc. Class A Common Stock
+0.84%
+$1,143.13 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,872.44 
MCD McDonald's Corporation
+0.82%
+$21,073.9 
EMR Emerson Electric Co.
+0.79%
+$2,272.7 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$11,851.41 
ZWS Zurn Elkay Water Solutions Corporation
+0.78%
+$3,063.06 
TSLA Tesla, Inc.
+0.76%
+$14,386.44 
MPC Marathon Petroleum Corporation
+0.76%
+$2,717.44 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,989.17 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$2,059.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,463.43 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$22,241.22 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,751.76 
AME Ametek Inc.
+0.71%
+$2,415.72 
CAT Caterpillar Inc.
+0.7%
+$10,676.59 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,047.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$20,490.24 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$4,253.6 
PLTR Palantir Technologies Inc.
+0.65%
+$3,468.79 
UFPI UFP Industries, Inc.
+0.65%
+$1,660.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,554 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,346.79 
BANF BancFirst Corporation
+0.59%
+$3,683.46 
MO Altria Group, Inc.
+0.57%
+$2,150.07 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$6,871.6 
APH Amphenol Corporation
+0.55%
+$4,151.79 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$959.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,580.76 
STX Seagate Technology Holdings plc
+0.52%
+$5,922.96 
PSX Phillips 66
+0.51%
+$10,271.69 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$10,143.54 
WTS Watts Water Technologies Inc.
+0.48%
+$6,843.7 
AXON Axon Enterprise, Inc.
+0.47%
+$2,324.72 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$972.07 
NSC Norfolk Southern Corporation
+0.46%
+$1,328.37 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,191.25 
HEI.A Heico Corporation
+0.44%
+$1,227.19 
CSX CSX Corporation
+0.42%
+$10,555.23 
PFE Pfizer Inc.
+0.4%
+$1,217.4 
RTX RTX Corporation
+0.39%
+$2,002.56 
AVGO Broadcom Inc.
+0.37%
+$47,147.04 
PG Procter & Gamble Co
+0.37%
+$24,891.98 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,239.3 
TDG TransDigm Group Inc.
+0.36%
+$697.32 
BAC Bank of America Corporation
+0.36%
+$2,260.28 
SF Stifel Financial Corp.
+0.34%
+$1,243.48 
TTC The Toro Company
+0.32%
+$3,203.05 
MRK Merck & Co., Inc.
+0.32%
+$4,770.47 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,575.18 
JPM JPMorgan Chase & Co.
+0.27%
+$18,935.36 
ALLE Allegion plc
+0.22%
+$717.04 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$13,450.34 
MANH Manhattan Associates Inc.
+0.2%
+$790.53 
ADI Analog Devices, Inc.
+0.2%
+$9,809.31 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,019.82 
T AT&T Inc.
+0.17%
+$645.72 
MS Morgan Stanley
+0.17%
+$970.21 
CB Chubb Limited
+0.15%
+$2,841.33 
UMBF UMB Financial Corporation
+0.15%
+$362.58 
DELL Dell Technologies Inc.
+0.14%
+$498.96 
DTE DTE Energy Company
+0.12%
+$1,375.13 
MMM 3M Company
+0.12%
+$383.03 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$247.5 
ISRG Intuitive Surgical, Inc.
+0.1%
+$215.27 
C Citigroup Inc.
+0.1%
+$271.81 
WM Waste Management, Inc.
+0.1%
+$239.8 
WMT Walmart Inc.
+0.09%
+$1,361.03 
ABT Abbott Laboratories
+0.09%
+$1,927.44 
AEP American Electric Power Company, Inc.
+0.06%
+$588.63 
DIS The Walt Disney Company
+0.03%
+$79.74 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$439.06 
RLI RLI Corp.
+0.02%
+$75.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MYGN Myriad Genetics Inc.
-46.74%
-$44,994.26 
AAPL Apple Inc.
-7.35%
-$1.52M 
SYK Stryker Corporation
-6.42%
-$38,782.24 
LIN Linde plc
-5.95%
-$178,443.28 
MU Micron Technology, Inc.
-5.9%
-$98,303.41 
SNDK SanDisk Corporation
-5.09%
-$14,784.51 
SHOP Shopify Inc.
-4.29%
-$22,113 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$14,238.9 
NWPX NWPX Infrastructure, Inc.
-2.99%
-$5,738.06 
FCN Fti Consulting Inc.
-2.85%
-$19,791.47 
IBKR Interactive Brokers Group Inc.
-2.75%
-$18,037.56 
MLM Martin Marietta Materials, Inc.
-2.75%
-$11,130.13 
OSG Octave Specialty Group, Inc.
-2.7%
-$2,927.4 
QCOM QUALCOMM Incorporated
-2.63%
-$10,960.56 
POOL Pool Corporation
-2.61%
-$13,503.44 
ABBV AbbVie Inc.
-2.51%
-$147,017.81 
YUM Yum! Brands, Inc.
-2.37%
-$8,972.64 
BA Boeing Company
-2.15%
-$6,373.63 
NFLX Netflix, Inc.
-2%
-$10,856.56 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,108.3 
NEU NewMarket Corporation
-1.95%
-$4,754.53 
RWT Redwood Trust Inc.
-1.93%
-$1,521.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$21,252.05 
RBC RBC Bearings Incorporated
-1.89%
-$21,762.49 
MC Moelis & Company
-1.86%
-$12,543.77 
BBY Best Buy Co., Inc.
-1.78%
-$9,856.08 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,189.74 
UNH UnitedHealth Group Incorporated
-1.68%
-$49,589.05 
LRCX Lam Research Corporation
-1.58%
-$14,447.83 
IAU iShares Gold Trust
-1.46%
-$3,500.74 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$11,489.25 
MNST Monster Beverage Corporation
-1.3%
-$3,163.57 
OMF OneMain Holdings Inc.
-1.29%
-$35,425.64 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$1,691.36 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,476.06 
UBS UBS Group AG
-1.22%
-$11,053.9 
TJX The TJX Companies, Inc.
-1.21%
-$20,244.37 
NEE NextEra Energy, Inc.
-1.15%
-$14,650.05 
WRB W.R. Berkley Corporation
-1.15%
-$5,090.4 
DE Deere & Company
-1.13%
-$7,894.79 
TXN Texas Instruments Inc
-1.08%
-$7,063.83 
LOW Lowe's Companies Inc.
-1.08%
-$5,961.03 
PLD Prologis Inc.
-1.08%
-$25,224.7 
MCK McKesson Corporation
-1.08%
-$3,364.52 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$3,675.84 
PRI Primerica Inc.
-1.04%
-$13,853.36 
INTC Intel Corporation
-1.02%
-$8,804.31 
KO The Coca-Cola Company
-1.02%
-$52,466.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,898.5 
ROL Rollins, Inc.
-0.99%
-$1,826.28 
NXST Nexstar Media Group Inc.
-0.99%
-$5,863.37 
IBP Installed Building Products Inc.
-0.99%
-$2,366.52 
VMC Vulcan Materials Company
-0.98%
-$3,588.45 
XOM Exxon Mobil Corporation
-0.97%
-$36,796.5 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$9,411.6 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$14,761.94 
HWKN Hawkins Inc.
-0.92%
-$3,036.88 
FN Fabrinet
-0.89%
-$1,893.36 
VSTS Vestis Corporation
-0.89%
-$2,691.13 
PGR Progressive Corporation
-0.87%
-$3,762.78 
SAIA Saia, Inc.
-0.86%
-$1,962 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$12,578 
GILD Gilead Sciences Inc.
-0.81%
-$1,795.44 
KMB Kimberly-Clark Corporation
-0.8%
-$6,616.72 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$27,562.72 
GGG Graco Inc.
-0.76%
-$3,936.94 
SPGI S&P Global Inc.
-0.74%
-$1,765.26 
MA Mastercard Incorporated
-0.74%
-$9,800.51 
BLK BlackRock, Inc.
-0.73%
-$21,067.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,641.38 
INDB Independent Bank Corp.
-0.65%
-$1,430.55 
AMGN Amgen Inc.
-0.64%
-$2,110.49 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,661.37 
BE Bloom Energy Corporation
-0.63%
-$1,211.75 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,436.71 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,774.6 
EME EMCOR Group, Inc.
-0.62%
-$8,931.54 
PM Philip Morris International Inc.
-0.61%
-$9,867.08 
MSCI MSCI Inc.
-0.61%
-$1,617 
ROST Ross Stores, Inc.
-0.59%
-$2,874.01 
SBUX Starbucks Corporation
-0.57%
-$1,381.8 
ULS Ul Solutions Inc.
-0.56%
-$2,010.32 
WAB Wabtec Corporation
-0.55%
-$1,496 
COF Capital One Financial Corporation
-0.54%
-$1,191.03 
LLY Eli Lilly and Company
-0.53%
-$13,657.64 
STLD Steel Dynamics Inc.
-0.49%
-$1,173.05 
ALL Allstate Corporation
-0.49%
-$1,302.61 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$2,073.15 
IWM iShares Russell 2000 ETF
-0.47%
-$6,464.84 
FHB First Hawaiian, Inc.
-0.47%
-$2,764.06 
WSO Watsco Inc.
-0.46%
-$782.22 
PEP PepsiCo, Inc.
-0.46%
-$5,619.84 
TRV The Travelers Companies, Inc.
-0.43%
-$989.41 
TEL TE Connectivity plc
-0.43%
-$2,491.11 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,277.37 
HD The Home Depot, Inc.
-0.42%
-$13,512.38 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$47,219.4 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,625.65 
ETR Entergy Corporation
-0.38%
-$965.96 
AXP American Express Company
-0.38%
-$2,056.11 
LII Lennox International Inc.
-0.38%
-$951.43 
FDX FedEx Corporation
-0.37%
-$1,079.85 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$7,158.25 
RSG Republic Services, Inc.
-0.37%
-$6,411.6 
IBEX IBEX Limited
-0.35%
-$11,286.37 
CR Crane NXT Co.
-0.34%
-$1,450.04 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,906.55 
ADSK Autodesk, Inc.
-0.33%
-$1,340.57 
CL Colgate-Palmolive Company
-0.33%
-$1,042.8 
COR Cencora, Inc.
-0.28%
-$647.04 
LCII LCI Industries Inc.
-0.28%
-$877.25 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,970.36 
VTV Vanguard Value ETF
-0.27%
-$2,320.43 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,644.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$13,536.5 
COST Costco Wholesale Corporation
-0.24%
-$4,015.03 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$698.5 
VB Vanguard Small-Cap ETF
-0.22%
-$782.74 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$511.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,481.94 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$11,935.11 
BKNG Booking Holdings Inc.
-0.18%
-$485.55 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$3,587.08 
LNT Alliant Energy Corporation
-0.15%
-$438.9 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$356.07 
MXL MaxLinear Inc.
-0.15%
-$172 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$435.64 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,227.56 
MUB iShares National Muni Bond ETF
-0.11%
-$406.44 
KAI Kadant Inc.
-0.09%
-$507.81 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$1,679.22 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$209.21 
VO Vanguard Mid-Cap ETF
-0.05%
-$687.52 
V Visa Inc. Class A
-0.04%
-$1,507.69 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1,384.66 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$276.39 
UBER Uber Technologies, Inc.
-0.01%
-$30.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1838 | Longs Won 1107/1838 60% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,370.46 |
| Average Win $73,933.95 | Best Trade (Aug 28) $6.95M | Sharpe Ratio -11.59 |
| Average Loss -$26,167.77 | Worst Trade (Aug 28) -$1.07M | Z-Score 10.66 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $34,134.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,811 | $15.37M | $19.09M | - | $3.72M | 24.21% | -7.354% |
| ABBV AbbVie Inc. | 22,723 | $4.28M | $5.7M | - | $1.42M | 33.26% | -2.513% |
| ABT Abbott Laboratories | 21,416 | $2.48M | $2.26M | - | -$221,151.65 | -8.9% | +0.085% |
| ACN Accenture plc Class A | 2,364 | $806,328.14 | $392,234.88 | - | -$414,093.26 | -51.36% | +1.611% |
| ADI Analog Devices, Inc. | 13,256 | $2.9M | $4.87M | - | $1.97M | 68.13% | +0.202% |
| ADP Automatic Data Processing Inc. | 8,186 | $2.4M | $2.18M | - | -$220,455.22 | -9.18% | +0.982% |
| ADSK Autodesk, Inc. | 1,741 | $506,667.15 | $407,742.2 | - | -$98,924.95 | -19.52% | -0.328% |
| AEIS Advanced Energy Industries Inc. | 703 | $262,128 | $203,532.55 | - | -$58,595.45 | -22.35% | +5.564% |
| AEP American Electric Power Company, Inc. | 8,409 | $802,327.7 | $1.08M | - | $272,762.95 | 34% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 54,146 | $5.28M | $5.27M | - | -$9,317.34 | -0.18% | -0.256% |
| ALL Allstate Corporation | 1,002 | $238,416 | $264,608.15 | - | $26,192.15 | 10.99% | -0.49% |
| ALLE Allegion plc | 2,109 | $287,279.54 | $331,956.58 | - | $44,677.04 | 15.55% | +0.216% |
| ALNT Alliant Energy Corporation | 2,592 | $266,795 | $226,696.32 | - | -$40,098.68 | -15.03% | +1.45% |
| AMAT Applied Materials, Inc. | 2,236 | $430,293.55 | $1.14M | - | $704,856.59 | 163.81% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,300 | $587,557.42 | $1.1M | - | $507,587.56 | 86.39% | -1.904% |
| AME Ametek Inc. | 1,421 | $259,756.39 | $343,469.92 | - | $83,713.53 | 32.23% | +0.708% |
| AMGN Amgen Inc. | 851 | $225,201.66 | $327,771.16 | - | $102,569.5 | 45.55% | -0.64% |
| AMZN Amazon.com Inc | 26,175 | $5.74M | $7.11M | - | $1.37M | 23.77% | +15.321% |
| ANET Arista Networks, Inc. | 2,677 | $313,366.28 | $482,796.98 | - | $169,430.7 | 54.07% | +5.456% |
| APAM Artisan Partners Asset Management Inc. | 8,752 | $373,809.24 | $343,428.48 | - | -$30,380.76 | -8.13% | -1.059% |
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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 - $471,239.9, iShares Floating Rate Bond ETF - $418,232.82, Interactive Brokers Group Inc - $410,117.92, 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 - $289,797.6, 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 $8.55M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $418,237.73, OneMain Holdings Inc - $369,609.41, Procter & Gamble Co - $343,612.5, WisdomTree Dynamic Currency Hedged International Equity Fund - $310,401.49, and iShares Core U.S. Aggregate Bond ETF - $307,233.02. 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.
