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:
36.81%
Gain -0.11%
Monthly
1.58%
Yearly
20.66%
Drawdown
14.15%
$130.8M
Equity
Holdings
$130.8M
Investment
$101.47M
$34.62M
Profit -$164,425.32
Realized
$5.3M
Unrealized
$29.33M
Dividends
$3.45M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$164,425.32
Win %
82%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$288,323.49
Win %
82%
This Month
Compared to last month
Gain
-0.13%
Profit
-$164,425.32
Win %
82%
This Year
Compared to last year
Gain
0.98%
Profit
$1.27M
Win %
76%
VRT Vertiv Holdings Co
+6.18%
+$20,500 
COHR Coherent Corp.
+5.55%
+$12,115.09 
ANET Arista Networks, Inc.
+5.46%
+$27,383.57 
FTNT Fortinet Inc.
+4.99%
+$26,511.1 
ZM Zoom Video Communications, Inc.
+4.06%
+$11,115 
FTI TechnipFMC plc
+3.98%
+$14,442.54 
TWLO Twilio Inc.
+3.36%
+$7,627.91 
MSFT Microsoft Corp.
+3.02%
+$10,705.31 
NVDA NVIDIA Corporation
+2.93%
+$52,589.16 
CNC Centene Corporation
+2.27%
+$9,589.62 
LNG Cheniere Energy Inc.
+2.13%
+$5,344.71 
HAL Halliburton Company
+1.93%
+$4,050.4 
FIX Comfort Systems USA, Inc.
+1.88%
+$8,981.69 
HWM Howmet Aerospace Inc.
+1.8%
+$10,617.38 
CINF Cincinnati Financial Corporation
+1.69%
+$3,843.84 
GE General Electric Company
+1.42%
+$10,648.51 
CIEN Ciena Corporation
+1.34%
+$5,243.92 
VRSN Verisign Inc.
+1.2%
+$3,873.44 
BKR Baker Hughes Company
+0.98%
+$3,164.17 
GEV GE Vernova Inc.
+0.85%
+$1,753.41 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$17,370.86 
TSLA Tesla, Inc.
+0.76%
+$1,718.07 
FHN First Horizon Corporation
+0.75%
+$2,474.75 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,062.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,856.54 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$24,970.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,407.04 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$1,364.42 
EXPE Expedia Group, Inc.
+0.62%
+$1,531.26 
TER Teradyne, Inc.
+0.6%
+$3,040.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,706.93 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$3,872.3 
MO Altria Group, Inc.
+0.57%
+$1,487.85 
AVUS Avantis U.S. Equity ETF
+0.57%
+$104,294.88 
APH Amphenol Corporation
+0.55%
+$1,670.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,157.56 
GM General Motors Company
+0.52%
+$1,513.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,730.6 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$6,775.84 
AVGO Broadcom Inc.
+0.37%
+$2,368.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$30,733.6 
WOOF Petco Health and Wellness Company, Inc.
+0.36%
+$201.99 
BAC Bank of America Corporation
+0.36%
+$1,999.36 
AXS AXIS Capital Holdings Limited
+0.26%
+$987.65 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$5,764.56 
JNJ Johnson & Johnson
+0.21%
+$4,087.36 
CMI Cummins Inc.
+0.19%
+$865 
DELL Dell Technologies Inc.
+0.14%
+$660.8 
MMM 3M Company
+0.12%
+$565.3 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$4,086.45 
WMT Walmart Inc.
+0.09%
+$260.31 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$34.04 
ILMN Illumina, Inc.
+0.01%
+$28.11 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 G200
G2004J103
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$81,582.19 
AAPL Apple Inc.
-7.35%
-$45,950.48 
ALIT Alight Inc.
-7.06%
-$24,049.47 
MU Micron Technology, Inc.
-5.9%
-$24,782.37 
EXEL Exelixis Inc.
-5.25%
-$13,027.14 
SNDK SanDisk Corporation
-5.09%
-$9,313.59 
INCY Incyte Corporation
-2.82%
-$8,945.66 
TOL Toll Brothers Inc
-2.76%
-$6,085.8 
KMX CarMax Inc.
-2.45%
-$5,709.6 
BIIB Biogen Inc.
-2.4%
-$7,674.16 
RGLD Royal Gold Inc.
-2.31%
-$5,008.9 
SYF Synchrony Financial
-1.79%
-$4,549.86 
AGX Argan Inc.
-1.63%
-$2,520.48 
SNOW Snowflake Inc.
-1.62%
-$4,154.85 
LRCX Lam Research Corporation
-1.58%
-$13,662.93 
UTHR United Therapeutics Corporation
-1.54%
-$3,227.78 
RL Ralph Lauren Corporation
-1.44%
-$8,355 
DAL Delta Air Lines, Inc.
-1.3%
-$8,234 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,472.47 
PROP Prairie Operating Co. Common Stock
-1.24%
-$93.67 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$8,293.46 
DINO HF Sinclair Corporation
-1.05%
-$7,428.26 
INTC Intel Corporation
-1.02%
-$5,306.58 
FIVE Five Below, Inc.
-0.93%
-$2,517.36 
GILD Gilead Sciences Inc.
-0.81%
-$3,419.69 
AVRE Avantis Real Estate ETF
-0.75%
-$5,603.28 
CVS CVS Health Corporation
-0.75%
-$2,008.97 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$3,275.58 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$18,875.57 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,687.14 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$5,440.38 
EME EMCOR Group, Inc.
-0.62%
-$2,376.14 
WAB Wabtec Corporation
-0.55%
-$1,769.6 
LLY Eli Lilly and Company
-0.53%
-$1,238.26 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$4,527.6 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$11,457.6 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,100.36 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$41,255.5 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,283.67 
DFIV Dimensional International Value ETF
-0.47%
-$20,094.75 
AVDE Avantis International Equity ETF
-0.46%
-$6,996.78 
GL Globe Life Inc.
-0.4%
-$962.14 
FDX FedEx Corporation
-0.37%
-$1,095.95 
EVRG Evergy Inc.
-0.29%
-$613.19 
VTV Vanguard Value ETF
-0.27%
-$651.94 
DUHP Dimensional US High Profitability ETF
-0.27%
-$2,173.27 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$15,917.14 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,711.76 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$782.4 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$532.42 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$15,609.6 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,035.23 
TPR Tapestry Inc.
-0.14%
-$722.82 
CFG Citizens Financial Group, Inc.
-0.11%
-$397.44 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$931.44 
HOOD Robinhood Markets, Inc.
-0.05%
-$110.56 
XEL Xcel Energy Inc.
-0.04%
-$135.72 
TGT Target Corporation
-0.01%
-$36.14 Events
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Dividends
Dividend Analysis
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| Trades 644 | Longs Won 465/644 72% | Profit Factor 7.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,283.18 |
| Average Win $85,355.9 | Best Trade (Sep 01) $3.26M | Sharpe Ratio -9.95 |
| Average Loss -$28,322.46 | Worst Trade (Mar 30) -$595,458.22 | Z-Score 10.81 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $53,758.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,608 | 4,147 | 3,687 | 3,226 | 2,765 | 2,304 | 1,843 | 1,382 | 922 | 461 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,874 | $470,212.21 | $578,897.34 | - | $108,685.13 | 23.11% | -7.354% |
| AGX Argan Inc. | 267 | $213,213 | $152,304.81 | - | -$60,908.19 | -28.57% | -1.628% |
| ALIT Alight Inc. | 18,643 | $30,933.4 | $316,558.14 | - | $285,624.74 | 923.35% | -7.061% |
| ALNY Alnylam Pharmaceuticals Inc | 851 | $201,973.71 | $174,897.52 | - | -$27,076.19 | -13.41% | +0.019% |
| ANET Arista Networks, Inc. | 2,935 | $320,267.37 | $529,327.28 | - | $209,059.91 | 65.28% | +5.456% |
| APH Amphenol Corporation | 3,796 | $234,877.5 | $305,008.6 | - | $70,131.1 | 29.86% | +0.551% |
| AVDE Avantis International Equity ETF | 16,659 | $1.02M | $1.52M | - | $496,789.7 | 48.58% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 82,511 | $5.49M | $8.63M | - | $3.14M | 57.26% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 45,405 | $2.69M | $4.06M | - | $1.37M | 50.84% | +0.101% |
| AVGO Broadcom Inc. | 1,645 | $376,124.15 | $640,365.6 | - | $264,241.45 | 70.25% | +0.371% |
| AVRE Avantis Real Estate ETF | 15,144 | $636,581.51 | $737,512.8 | - | $100,931.29 | 15.86% | -0.754% |
| AVUS Avantis U.S. Equity ETF | 144,854 | $18.32M | $18.48M | - | $165,198.01 | 0.9% | +0.567% |
| AXS AXIS Capital Holdings Limited | 3,658 | $327,500.79 | $385,260.56 | - | $57,759.77 | 17.64% | +0.257% |
| BAC Bank of America Corporation | 9,088 | $400,740.03 | $563,001.6 | - | $162,261.57 | 40.49% | +0.356% |
| BIIB Biogen Inc. | 1,541 | $215,862.96 | $312,745.95 | - | $96,882.99 | 44.88% | -2.395% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,216 | $390,409.84 | $394,016.64 | - | $3,606.8 | 0.92% | -0.198% |
| BKR Baker Hughes Company | 5,363 | $219,990.24 | $324,407.87 | - | $104,417.63 | 47.46% | +0.985% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 218,043 | $4.64M | $6.38M | - | $1.75M | 37.68% | -0.249% |
| CFG Citizens Financial Group, Inc. | 4,968 | $217,408.31 | $355,957.2 | - | $138,548.89 | 63.73% | -0.112% |
| CIEN Ciena Corporation | 1,053 | $85,640.58 | $397,033.64 | - | $311,393.06 | 363.6% | +1.338% |
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FAQ
Which stocks have generated the highest profits for Joshua Angell?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Small Cap Value ETF - $2.37M, Ciena Corporation - $699,623.56, Teradyne, Inc - $669,401.45, Avantis International Small Cap Value ETF - $606,666.84, and Dimensional International Value ETF - $581,863.6. 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: Brown-Forman Corporation - $1.37M, Atlassian Corporation Class A - $290,932.1, Brown-Forman Corporation - $246,217.7, Apple Inc - $165,945.02, and Adobe Inc - $142,573.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Angell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.45M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $503,402.62, Avantis International Small Cap Value ETF - $375,800.68, Avantis U.S. Small Cap Value ETF - $306,771.1, Vanguard Short-Term Inflation-Protected Securities Index Fund - $262,853.03, and Dimensional International Value ETF - $215,173.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Angell's monthly returns?
Joshua Angell's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Joshua Angell's strategy be considered aggressive or moderate?
Joshua Angell'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 Joshua Angell's strategy?
Joshua Angell's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
