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:
34.96%
Gain +0.31%
Monthly
1.4%
Yearly
18.24%
Drawdown
14.15%
$129.18M
Equity
Holdings
$129.18M
Investment
$101.47M
$33.01M
Profit +$394,651.62
Realized
$5.3M
Unrealized
$27.71M
Dividends
$3.96M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$394,651.62
Win %
79%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$1.49M
Win %
79%
This Month
Compared to last month
Gain
-0.16%
Profit
-$203,456.54
Win %
79%
This Year
Compared to last year
Gain
-0.27%
Profit
-$346,994.21
Win %
74%
EXPE Expedia Group, Inc.
+6.74%
+$15,655.23 
HLT Hilton Worldwide Holdings Inc.
+4.55%
+$12,517.88 
RL Ralph Lauren Corporation
+4.35%
+$24,480.01 
TPR Tapestry Inc.
+4.29%
+$16,969.06 
KMX CarMax Inc.
+3.99%
+$7,890.35 
ALNY Alnylam Pharmaceuticals Inc
+3.94%
+$7,522.84 
ZM Zoom Video Communications, Inc.
+3.87%
+$10,848.24 
LLY Eli Lilly and Company
+3.83%
+$9,364.72 
RGLD Royal Gold Inc.
+3.83%
+$9,206.16 
SYF Synchrony Financial
+3.14%
+$7,418.25 
EXEL Exelixis Inc.
+3.12%
+$8,418.9 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.04%
+$20,670.76 
GILD Gilead Sciences Inc.
+3.02%
+$14,829.47 
HOOD Robinhood Markets, Inc.
+2.99%
+$8,347.27 
TOL Toll Brothers Inc
+2.54%
+$4,865.7 
ALIT Alight Inc.
+2.23%
+$3,728.6 
CVS CVS Health Corporation
+2.06%
+$4,729.98 
INCY Incyte Corporation
+2.04%
+$5,852.06 
BIIB Biogen Inc.
+1.84%
+$6,610.89 
TWLO Twilio Inc.
+1.7%
+$5,474 
DAL Delta Air Lines, Inc.
+1.66%
+$9,093.2 
MU Micron Technology, Inc.
+1.62%
+$7,099.2 
GE General Electric Company
+1.59%
+$10,309.81 
WMT Walmart Inc.
+1.56%
+$4,711.43 
FIVE Five Below, Inc.
+1.4%
+$3,776.04 
DFAS Dimensional U.S. Small Cap ETF
+1.31%
+$3,841.03 
FDX FedEx Corporation
+1.28%
+$3,564.22 
HWM Howmet Aerospace Inc.
+1.27%
+$5,895 
MSFT Microsoft Corp.
+1.25%
+$5,242.62 
CFG Citizens Financial Group, Inc.
+1.22%
+$3,800.52 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$20,832.72 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.07%
+$7,041.6 
DIHP Dimensional International High Profitability Portfolio
+1.07%
+$8,902.44 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.92%
+$56,691.18 
AGX Argan Inc.
+0.92%
+$897.12 
GM General Motors Company
+0.92%
+$2,500.39 
SCHH Schwab U.S. REIT ETF
+0.9%
+$3,500.6 
FHN First Horizon Corporation
+0.88%
+$2,605 
DUHP Dimensional US High Profitability ETF
+0.85%
+$7,159.94 
WOOF Petco Health and Wellness Company, Inc.
+0.84%
+$403.98 
AVRE Avantis Real Estate ETF
+0.83%
+$5,603.28 
VRSN Verisign Inc.
+0.83%
+$2,815 
VTV Vanguard Value ETF
+0.82%
+$2,000.05 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$16,422.56 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$2,008.5 
DFIV Dimensional International Value ETF
+0.78%
+$32,374.87 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$22,021.33 
MO Altria Group, Inc.
+0.73%
+$2,041.03 
TGT Target Corporation
+0.72%
+$2,026.08 
AVDE Avantis International Equity ETF
+0.71%
+$10,578.47 
CMI Cummins Inc.
+0.71%
+$2,644.56 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$17,774.06 
UTHR United Therapeutics Corporation
+0.65%
+$1,394.98 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$5,659.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$55,704.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$2,373.28 
BAC Bank of America Corporation
+0.58%
+$2,726.4 
WAB Wabtec Corporation
+0.56%
+$1,786.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$5,967.12 
IWV ISHARES RUSSELL 3000 ETF
+0.48%
+$3,308.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.47%
+$3,848.86 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$41,365.44 
AVUS Avantis U.S. Equity ETF
+0.45%
+$84,015.32 
DFUS Dimensional U.S. Equity Market ETF
+0.42%
+$15,829.45 
FCX Freeport-McMoRan Inc.
+0.4%
+$1,200.36 
VOO Vanguard S&P 500 ETF
+0.39%
+$1,061.96 
MMM 3M Company
+0.38%
+$1,695.93 
CNC Centene Corporation
+0.37%
+$1,806.74 
SPY SPDR S&P 500 ETF Trust
+0.36%
+$4,751.63 
IVV iShares Core S&P 500 ETF
+0.34%
+$4,375.89 
SPYI NEOS S&P 500 High Income ETF
+0.31%
+$662.14 
GL Globe Life Inc.
+0.23%
+$500.84 
SNOW Snowflake Inc.
+0.21%
+$594.79 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.2%
+$2,949.56 
CINF Cincinnati Financial Corporation
+0.19%
+$403.93 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.16%
+$2,783.82 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$7,713.79 
AVDV Avantis International Small Cap Value ETF
+0.12%
+$10,726.43 
JNJ Johnson & Johnson
+0.08%
+$1,580.96 G200
G2004J103
0%
$0 
DELL Dell Technologies Inc.
-8.57%
-$51,353.59 
ANET Arista Networks, Inc.
-5.13%
-$29,438.05 
COHR Coherent Corp.
-5.05%
-$11,650.81 
TER Teradyne, Inc.
-4.46%
-$22,160.37 
PROP Prairie Operating Co. Common Stock
-4.19%
-$160.28 
VRT Vertiv Holdings Co
-3.85%
-$12,501.06 
FIX Comfort Systems USA, Inc.
-3.24%
-$14,094.37 
LRCX Lam Research Corporation
-3.07%
-$25,581.6 
DINO HF Sinclair Corporation
-2.77%
-$27,109.32 
BKR Baker Hughes Company
-2.6%
-$7,722.72 
FTI TechnipFMC plc
-2.37%
-$8,697.15 
NVDA NVIDIA Corporation
-1.68%
-$34,307.25 
EME EMCOR Group, Inc.
-1.65%
-$5,921.1 
CIEN Ciena Corporation
-1.5%
-$5,675.68 
INTC Intel Corporation
-1.43%
-$7,988.4 
GEV GE Vernova Inc.
-1.42%
-$2,827.41 
APH Amphenol Corporation
-1.32%
-$8,275.28 
EVRG Evergy Inc.
-1.29%
-$2,733.85 
FTNT Fortinet Inc.
-1.19%
-$7,557.4 
SNDK SanDisk Corporation
-1.18%
-$2,373.09 
MTZ MasTec, Inc. Common Stock
-1.02%
-$2,633.41 
TSLA Tesla, Inc.
-0.96%
-$2,577.12 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$3,257.6 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$12,704.7 
EEM iShares MSCI Emerging Markets ETF
-0.75%
-$16,849.87 
AVEM Avantis Emerging Markets Equity ETF
-0.7%
-$28,832.04 
LNG Cheniere Energy Inc.
-0.54%
-$1,469.55 
AVGO Broadcom Inc.
-0.5%
-$2,845.85 
XEL Xcel Energy Inc.
-0.34%
-$1,176.24 
HAL Halliburton Company
-0.29%
-$630.8 
AXS AXIS Capital Holdings Limited
-0.27%
-$951.07 
ILMN Illumina, Inc.
-0.13%
-$1,010.55 
AAPL Apple Inc.
-0.08%
-$487.22 Events
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Dividends
Dividend Analysis
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| Trades 644 | Longs Won 460/644 71% | Profit Factor 7.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,776.18 |
| Average Win $83,246.61 | Best Trade (Oct 15) $2.91M | Sharpe Ratio -9.95 |
| Average Loss -$28,729.97 | Worst Trade (Mar 30) -$595,458.22 | Z-Score 5.18 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $51,253.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,874 | $470,212.21 | $642,219.8 | - | $172,007.59 | 36.58% | -0.076% |
| AGX Argan Inc. | 267 | $213,213 | $98,568.39 | - | -$114,644.61 | -53.77% | +0.919% |
| ALIT Alight Inc. | 18,643 | $30,933.4 | $171,329.17 | - | $140,395.77 | 453.86% | +2.225% |
| ALNY Alnylam Pharmaceuticals Inc | 851 | $201,973.71 | $198,546.81 | - | -$3,426.9 | -1.7% | +3.938% |
| ANET Arista Networks, Inc. | 2,935 | $320,267.37 | $544,119.65 | - | $223,852.28 | 69.9% | -5.133% |
| APH Amphenol Corporation | 7,592 | $234,881.3 | $619,507.2 | - | $384,625.9 | 163.75% | -1.318% |
| AVDE Avantis International Equity ETF | 16,659 | $1.02M | $1.5M | - | $475,049.7 | 46.45% | +0.711% |
| AVDV Avantis International Small Cap Value ETF | 82,511 | $5.49M | $8.86M | - | $3.37M | 61.42% | +0.121% |
| AVEM Avantis Emerging Markets Equity ETF | 45,405 | $2.69M | $4.1M | - | $1.41M | 52.31% | -0.698% |
| AVGO Broadcom Inc. | 1,645 | $376,124.15 | $566,735.4 | - | $190,611.25 | 50.68% | -0.5% |
| AVRE Avantis Real Estate ETF | 15,144 | $636,581.51 | $679,662.72 | - | $43,081.21 | 6.77% | +0.831% |
| AVUS Avantis U.S. Equity ETF | 144,854 | $18.32M | $18.81M | - | $488,222.43 | 2.67% | +0.449% |
| AXS AXIS Capital Holdings Limited | 3,658 | $327,500.79 | $357,752.4 | - | $30,251.61 | 9.24% | -0.265% |
| BAC Bank of America Corporation | 9,088 | $400,740.03 | $469,758.72 | - | $69,018.69 | 17.22% | +0.584% |
| BIIB Biogen Inc. | 1,541 | $215,862.96 | $365,401.92 | - | $149,538.96 | 69.27% | +1.843% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,216 | $390,409.84 | $383,506.4 | - | -$6,903.44 | -1.77% | +0.623% |
| BKR Baker Hughes Company | 5,363 | $219,990.24 | $289,226.59 | - | $69,236.35 | 31.47% | -2.601% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 218,043 | $4.64M | $6.19M | - | $1.55M | 33.53% | +0.924% |
| CFG Citizens Financial Group, Inc. | 4,968 | $217,408.31 | $314,648.28 | - | $97,239.97 | 44.73% | +1.223% |
| CIEN Ciena Corporation | 1,053 | $85,640.58 | $372,983.13 | - | $287,342.55 | 335.52% | -1.499% |
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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 - $669,581.11, Avantis International Small Cap Value ETF - $650,917.49, and Dimensional International Value ETF - $602,860.38. 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 $3.96M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $565,138.59, Avantis International Small Cap Value ETF - $420,051.33, Vanguard Short-Term Inflation-Protected Securities Index Fund - $359,327.1, Avantis U.S. Small Cap Value ETF - $306,771.1, and Dimensional International Value ETF - $236,169.93. 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 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 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.
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