JA
Joshua Angell Portfolio
Invests via Poinciana Advisors Group LLC | Managed by Joshua Angell
Invests via Poinciana Advisors Group LLC
Managed by Joshua Angell
Automatically Tracked
Market-focused investment executive with a background in asset management, private markets and portfolio operations, Joshua Angell is experienced in deal sourcing, capital deployment and value‑creation strategies across growth and real assets. Applies a fundamentals-driven approach to risk management, capital structuring and operational improvement, supporting institutional investor relations and strategic exits while overseeing underwriting, due diligence and post-acquisition governance.
Market-focused investment executive with a background in asset management, private markets and portfolio operations, Joshua Angell is experienced in deal sourcing, capital deployment and value‑creation strategies across growth and real assets. Applies a fundamentals-driven approach to risk management, capital structuring and operational improvement, supporting institutional investor relations and strategic exits while overseeing underwriting, due diligence and post-acquisition governance.
Investment Philosophy & Strategy
Leans on a fundamentals-driven, market-focused investment approach that blends private markets and growth equity sensibilities with real‑asset discipline. Prefers concentrated, conviction bets sourced through direct deal origination and institutional relationships, underwriting value via rigorous due diligence, capital structuring and hands-on post-acquisition governance. Balances return-seeking with downside protection through conservative leverage, staged capital deployment and operational improvement plans; targets multi-year horizons where active oversight and exit planning unlock value across sector-agnostic opportunities with a bias toward scalable business models and tangible asset backing.
Leans on a fundamentals-driven, market-focused investment approach that blends private markets and growth equity sensibilities with real‑asset discipline. Prefers concentrated, conviction bets sourced through direct deal origination and institutional relationships, underwriting value via rigorous due diligence, capital structuring and hands-on post-acquisition governance. Balances return-seeking with downside protection through conservative leverage, staged capital deployment and operational improvement plans; targets multi-year horizons where active oversight and exit planning unlock value across sector-agnostic opportunities with a bias toward scalable business models and tangible asset backing.
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:
0.91%
Gain
Monthly
0.05%
Yearly
0.59%
Drawdown
27.58%
$140.01M
Equity
Holdings
$140.01M
Investment
$105.6M
$35.37M
Profit -$651,449.1
Realized
$959,979.02
Unrealized
$34.41M
Dividends
$3.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$651,449.1
Win %
81%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.1M
Win %
81%
This Month
Compared to last month
Gain
-1.08%
Profit
-$1.52M
Win %
81%
This Year
Compared to last year
Gain
10.55%
Profit
$13.36M
Win %
80%
GE General Electric Company
+3.01%
+$22,048.53 
CMG Chipotle Mexican Grill, Inc.
+2.75%
+$5,991.56 
UTHR United Therapeutics Corporation
+2.62%
+$5,510.31 
CINF Cincinnati Financial Corporation
+2.55%
+$5,863.5 
FIVE Five Below, Inc.
+2.45%
+$5,984.9 
BMY Bristol-Myers Squibb Company
+2.15%
+$14,597.7 
FHN First Horizon Corporation
+2.09%
+$6,903.25 
AXS AXIS Capital Holdings Limited
+2.04%
+$8,486.56 
HWM Howmet Aerospace Inc.
+1.86%
+$10,766.6 
MO Altria Group, Inc.
+1.82%
+$5,073.95 
LMT Lockheed Martin Corporation
+1.69%
+$4,157.72 
SNDK SanDisk Corporation
+1.62%
+$9,872.89 
MCK McKesson Corporation
+1.54%
+$3,884.01 
INCY Incyte Corporation
+1.53%
+$4,588.84 
TGT Target Corporation
+1.51%
+$3,835.08 
JNJ Johnson & Johnson
+1.49%
+$28,727.28 
T AT&T Inc.
+1.41%
+$3,957.77 
DVN Devon Energy Corporation
+1.31%
+$2,411.42 
GILD Gilead Sciences Inc.
+1.31%
+$5,720.84 
VZ Verizon Communications Inc.
+1.31%
+$2,517.93 
LLY Eli Lilly and Company
+1.22%
+$3,503.5 
CNC Centene Corporation
+1.17%
+$7,388.25 
EIX Edison International
+1.11%
+$3,753.24 
WMT Walmart Inc.
+1.08%
+$3,417.16 
FTNT Fortinet Inc.
+0.84%
+$4,673.87 
DINO HF Sinclair Corporation
+0.84%
+$5,590.34 
ULTA Ulta Beauty Inc.
+0.69%
+$1,536.83 
PG Procter & Gamble Co
+0.66%
+$1,655.23 
EVRG Evergy Inc.
+0.62%
+$1,379.7 
XEL Xcel Energy Inc.
+0.61%
+$2,216.76 
SCHH Schwab U.S. REIT ETF
+0.61%
+$2,348.55 
BAC Bank of America Corporation
+0.6%
+$3,362.56 
PCG PG&E Corporation
+0.6%
+$2,151.14 
DFGR Dimensional Global Real Estate ETF
+0.57%
+$13,167.18 
DELL Dell Technologies Inc.
+0.56%
+$3,666.43 
AVRE Avantis Real Estate ETF
+0.55%
+$4,088.88 
BIIB Biogen Inc.
+0.55%
+$1,772.15 
MMM 3M Company
+0.54%
+$2,368.96 
VTV Vanguard Value ETF
+0.42%
+$1,016.6 
LNG Cheniere Energy Inc.
+0.4%
+$1,013.65 
WAB Wabtec Corporation
+0.35%
+$1,028.58 
VMC Vulcan Materials Company
+0.31%
+$906.2 
HAL Halliburton Company
+0.27%
+$630.8 
MDT Medtronic plc
+0.26%
+$619.08 
DFUV Dimensional US Marketwide Value ETF
+0.24%
+$7,415.07 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.21%
+$812.54 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$16,359.09 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$6,620.31 
UPS United Parcel Service, Inc.
+0.12%
+$447.62 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.08%
+$682.67 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$650.1 
NWL Newell Brands Inc.
+0.04%
+$42.42 
NFLX Netflix, Inc.
-8.73%
-$14,407.8 
META Meta Platforms Inc Class A
-4.6%
-$15,228.84 
MTZ MasTec, Inc. Common Stock
-3.93%
-$17,822 
FIX Comfort Systems USA, Inc.
-3.54%
-$16,773.36 
INTC Intel Corporation
-2.89%
-$23,026.38 
TSLA Tesla, Inc.
-2.86%
-$8,624 
LRCX Lam Research Corporation
-2.6%
-$24,215.31 
BKNG Booking Holdings Inc.
-2.58%
-$10,234 
VRT Vertiv Holdings Co
-2.57%
-$12,253.65 
CIEN Ciena Corporation
-2.54%
-$20,066.79 
EME EMCOR Group, Inc.
-2.5%
-$9,016.34 
ALNY Alnylam Pharmaceuticals Inc
-2.39%
-$5,765.52 
DKNG DraftKings Inc.
-2.37%
-$6,151.93 
MSFT Microsoft Corp.
-2.36%
-$8,551.4 
ILMN Illumina, Inc.
-2.35%
-$14,854.51 
TER Teradyne, Inc.
-2.21%
-$21,496.92 
GOOG Alphabet Inc
-2.13%
-$6,167.89 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.08%
-$9,679.57 
NVDA NVIDIA Corporation
-2.01%
-$38,313.6 
ZM Zoom Video Communications, Inc.
-1.97%
-$7,900.22 
PLTR Palantir Technologies Inc.
-1.82%
-$3,711.6 
ALIT Alight Inc.
-1.81%
-$720.43 
ANET Arista Networks, Inc.
-1.8%
-$10,156.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.73%
-$28,207.97 
CFG Citizens Financial Group, Inc.
-1.72%
-$6,359.04 
TOL Toll Brothers Inc
-1.58%
-$3,630.9 
DFAE Dimensional Emerging Core Equity Market ETF
-1.57%
-$6,202.87 
SYF Synchrony Financial
-1.56%
-$3,824.52 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$35,058.12 
AVDV Avantis International Small Cap Value ETF
-1.44%
-$129,024 
DAL Delta Air Lines, Inc.
-1.39%
-$8,627.8 
BURL Burlington Stores Inc.
-1.26%
-$2,943.36 
AVEM Avantis Emerging Markets Equity ETF
-1.23%
-$55,417.73 
RL Ralph Lauren Corporation
-1.23%
-$7,155 
KMX CarMax Inc.
-1.2%
-$3,394.3 
BLK BlackRock, Inc.
-1.06%
-$2,904.07 
RGLD Royal Gold Inc.
-1.06%
-$2,163.55 
AVGO Broadcom Inc.
-1.04%
-$6,382.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$20,822.9 
BKR Baker Hughes Company
-0.96%
-$2,905.67 
GM General Motors Company
-0.95%
-$2,434.6 
ADBE Adobe Inc.
-0.87%
-$2,823.57 
DISV Dimensional International Small Cap Equity Fund
-0.79%
-$6,688.5 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$2,008.5 
AVDE Avantis International Equity ETF
-0.75%
-$11,154.16 
TPR Tapestry Inc.
-0.74%
-$3,682.94 
COHR Coherent Corp.
-0.72%
-$1,752 
FTI TechnipFMC plc
-0.69%
-$2,635.5 
VOO Vanguard S&P 500 ETF
-0.69%
-$1,814.5 
IVV iShares Core S&P 500 ETF
-0.69%
-$8,947.58 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$21,738.79 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$8,417.1 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$4,388.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$7,458.87 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.63%
-$5,285.28 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$18,141.21 
HLT Hilton Worldwide Holdings Inc.
-0.59%
-$1,610.88 
FCX Freeport-McMoRan Inc.
-0.58%
-$1,457.58 
WOOF Petco Health and Wellness Company, Inc.
-0.56%
-$302.99 
DUHP Dimensional US High Profitability ETF
-0.54%
-$4,367.48 
APH Amphenol Corporation
-0.53%
-$1,537.38 
ADT ADT Inc.
-0.5%
-$466.02 
DIHP Dimensional International High Profitability Portfolio
-0.49%
-$3,426.22 
AVUS Avantis U.S. Equity ETF
-0.47%
-$3,766.12 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.47%
-$34,337.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$47,595.66 
FDX FedEx Corporation
-0.47%
-$1,419.98 
VRSN Verisign Inc.
-0.46%
-$1,435.66 
DFAS Dimensional U.S. Small Cap ETF
-0.37%
-$1,140.9 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$53,550 
DFIV Dimensional International Value ETF
-0.28%
-$13,860.87 
DFAT Dimensional US Targeted Value ETF
-0.27%
-$5,408.32 
OSK Oshkosh Corporation
-0.2%
-$453.85 
CME CME Group Inc.
-0.19%
-$462.3 
CMI Cummins Inc.
-0.18%
-$818.9 
AME Ametek Inc.
-0.11%
-$342.38 
AMZN Amazon.com Inc
-0.1%
-$828.62 
AAPL Apple Inc.
-0.07%
-$461.63 Events
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Dividends
Dividend Analysis
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| Trades 588 | Longs Won 420/588 71% | Profit Factor 15.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,957.43 |
| Average Win $90,151.24 | Best Trade (Jul 17) $3.38M | Sharpe Ratio -11.86 |
| Average Loss -$14,848.81 | Worst Trade (Mar 30) -$595,458.22 | Z-Score 7.44 (100%) |
| Commissions $0 | Avg. Trade Length 9m 5d | Expectancy $60,151.22 |
| 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 | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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