JR
Jennifer Rouse Portfolio
Invests via Summitry LLC | Managed by Jennifer Rouse
Invests via Summitry LLC
Managed by Jennifer Rouse
Automatically Tracked
Jennifer Rouse Profile
With a robust background in corporate governance and strategic leadership, Jennifer Rouse has significantly influenced operational efficiency within various organizations. Her expertise encompasses directing transformation initiatives that enhance organizational performance, alongside fostering stakeholder engagement across diverse sectors. Rouse's track record includes spearheading high-stakes projects that align with long-term business objectives, demonstrating her ability to navigate complex market environments. As a respected figure in her field, she plays a vital role in bridging the gap between management practices and investor expectations, thereby elevating company value through thoughtful leadership.
With a robust background in corporate governance and strategic leadership, Jennifer Rouse has significantly influenced operational efficiency within various organizations. Her expertise encompasses directing transformation initiatives that enhance organizational performance, alongside fostering stakeholder engagement across diverse sectors. Rouse's track record includes spearheading high-stakes projects that align with long-term business objectives, demonstrating her ability to navigate complex market environments. As a respected figure in her field, she plays a vital role in bridging the gap between management practices and investor expectations, thereby elevating company value through thoughtful leadership.
Investment Philosophy & Strategy
Through a keen understanding of strategic execution and operational enhancement, Jennifer Rouse excels in identifying transformative investment opportunities. Her background in corporate governance complements her ability to drive value creation, particularly within sectors ripe for innovation. By leveraging her extensive experience, she prioritizes investments that are positioned for growth and long-term viability. Decision-making reflects a nuanced appreciation for market dynamics and stakeholder interests, aligning financial strategies with overarching organizational goals. This approach fosters not only substantial returns but also resilient business practices.
Through a keen understanding of strategic execution and operational enhancement, Jennifer Rouse excels in identifying transformative investment opportunities. Her background in corporate governance complements her ability to drive value creation, particularly within sectors ripe for innovation. By leveraging her extensive experience, she prioritizes investments that are positioned for growth and long-term viability. Decision-making reflects a nuanced appreciation for market dynamics and stakeholder interests, aligning financial strategies with overarching organizational goals. This approach fosters not only substantial returns but also resilient business practices.
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:
20.66%
Gain +0.77%
Monthly
0.32%
Yearly
3.89%
Drawdown
12.66%
$404.47M
Equity
Holdings
$404.47M
Investment
$169.61M
$234.86M
Profit +$3.12M
Realized
$0
Unrealized
$234.86M
Dividends
$219.21B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.77%
Profit
$3.12M
Win %
81%
This Week
Compared To Last Week
Gain
1.41%
Profit
$5.63M
Win %
81%
This Month
Compared to last month
Gain
3.03%
Profit
$11.89M
Win %
81%
This Year
Compared to last year
Gain
-0.6%
Profit
-$2.44M
Win %
81%
MRK Merck & Co., Inc.
+3.8%
+$455,625.76 
LLY Eli Lilly and Company
+3.62%
+$419,597.08 
SJT San Juan Basin Royalty Trust
+3.39%
+$17,145 
CVS CVS Health Corporation
+3.24%
+$831,268 
AMGN Amgen Inc.
+3.21%
+$73,064.56 
PFE Pfizer Inc.
+2.96%
+$92,879.58 
PG Procter & Gamble Co
+2.28%
+$28,618.06 
JNJ Johnson & Johnson
+2.13%
+$37,100 
HCA HCA Healthcare Inc.
+2.1%
+$860,472 
ADBE Adobe Inc.
+1.86%
+$165,351.62 
DEO Diageo plc Sponsored ADR
+1.74%
+$57,933 
XOM Exxon Mobil Corporation
+1.68%
+$247,015.95 
PEP PepsiCo, Inc.
+1.55%
+$16,829.71 
AFL Aflac Inc.
+1.52%
+$199,921.5 
BBY Best Buy Co., Inc.
+1.3%
+$93,451.34 
MCD McDonald's Corporation
+1.06%
+$399,250 
HD The Home Depot, Inc.
+0.54%
+$120,283.5 
DIS The Walt Disney Company
+0.38%
+$35,504.2 
MAR Marriott International Inc. - Class A
+0.09%
+$4,325.32 
ELME Elme Communities
0%
$0 
WRI Weingarten Realty Investors
0%
$0 
EROX Human Pheromone Sciences, Inc.
0%
$0 ONE
ONE
0%
$0 SBC
SBC
0%
$0 NT
NT
0%
$0 L
L
0%
$0 RD
RD
0%
$0 HNZ
HNZ
0%
$0 MHS
MHS
0%
$0 NTLI
NTLI
0%
$0 GGP
GGP
0%
$0 PCL
PCL
0%
$0 WAMU
WAMUQ
0%
$0 BWS
BWS
0%
$0 AC
AC
0%
$0 HRP
HRP
0%
$0 DISH
DISH
0%
$0 HPQ
HPQ
0%
$0 AMB
AMB
0%
$0 PLMD
PLMD
0%
$0 GBBK
GBBK
0%
$0 4945
4945SC
0%
$0 SHU
SHU
0%
$0 ADSX
ADSX
0%
$0 PSRC
PSRC
0%
$0 SRYP
SRYP
0%
$0 PSY
PSY
0%
$0 CRIO
CRIO
0%
$0 NOVB
NOVB
0%
$0 CPRZ
CPRZ
0%
$0 2643
264396201
0%
$0 USTT
USTT
0%
$0 WSBK
WSBK
0%
$0 3128
3128X2LH6
0%
$0 MDVF
MDVFP
0%
$0 SVRI
SVRI
0%
$0 
INTC Intel Corporation
-4.56%
-$48,330.45 
C Citigroup Inc.
-1.81%
-$24,191.04 
MSFT Microsoft Corp.
-1.8%
-$307,381.75 
EMR Emerson Electric Co.
-1.48%
-$15,487.99 
SGU Star Group L.P.
-1.37%
-$62,280 
HST Host Hotels & Resorts Inc.
-1.25%
-$57,527.36 
PFD Flaherty & Crumrine Preferred and Income Fund
-1.14%
-$5,484 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-1.09%
-$5,360 
HR Healthcare Realty Trust Incorporated
-1.04%
-$9,859.45 
SPG Simon Property Group, Inc.
-0.97%
-$17,113.97 
AXP American Express Company
-0.93%
-$279,458.71 
ESS Essex Property Trust, Inc.
-0.92%
-$120,982 
SOR Source Capital
-0.77%
-$46,121.6 
DMLP Dorchester Minerals, L.P.
-0.53%
-$24,144 
KIM Kimco Realty Corporation
-0.27%
-$2,244 
GE General Electric Company
-0.2%
-$12,403.05 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 72 | Longs Won 28/72 38% | Profit Factor 16.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.86M |
| Average Win $8.94M | Best Trade (Oct 15) $37.96M | Sharpe Ratio 0 |
| Average Loss -$351,148.26 | Worst Trade (Oct 15) -$3.99M | Z-Score -1.68 (91.77%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $3.26M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.16% |
| Consecutive Losing Trades | 1,152 | 1,037 | 922 | 806 | 691 | 576 | 461 | 346 | 230 | 115 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2643 264396201 | 9,300 | $235,000 | $235,000 | - | - | - | 0.0 |
| 3128 3128X2LH6 | 5,730 | $430,000 | $430,000 | - | - | - | 0.0 |
| 4945 4945SC | 9,700 | $478,000 | $478,000 | - | - | - | 0.0 |
| AC AC | 121,700 | $4.11M | $4.11M | - | - | - | 0.0 |
| ADBE Adobe Inc. | 37,580 | $737,996.04 | $9.04M | - | $8.31M | 1,125.58% | +1.862% |
| ADSX ADSX | 10,800 | $242,000 | $242,000 | - | - | - | 0.0 |
| AFL Aflac Inc. | 112,950 | $2.04M | $13.35M | - | $11.31M | 553.45% | +1.52% |
| AMB AMB | 257,550 | $8.47M | $8.47M | - | - | - | 0.0 |
| AMGN Amgen Inc. | 5,506 | $340,000 | $2.35M | - | $2.01M | 590.05% | +3.214% |
| AXP American Express Company | 96,698.85 | $4.08M | $29.68M | - | $25.6M | 626.78% | -0.933% |
| BBY Best Buy Co., Inc. | 81,975 | $2.86M | $7.3M | - | $4.45M | 155.83% | +1.296% |
| BWS BWS | 65,700 | $2.49M | $2.49M | - | - | - | 0.0 |
| C Citigroup Inc. | 10,704 | $5.2M | $1.31M | - | -$3.89M | -74.81% | -1.815% |
| CPRZ CPRZ | 50,900 | $1.35M | $1.35M | - | - | - | 0.0 |
| CRIO CRIO | 40,000 | $110,000 | $110,000 | - | - | - | 0.0 |
| CVS CVS Health Corporation | 292,700 | $5.29M | $26.46M | - | $21.17M | 400.53% | +3.244% |
| DEO Diageo plc Sponsored ADR | 36,900 | $1.95M | $3.39M | - | $1.44M | 74% | +1.736% |
| DIS The Walt Disney Company | 86,595.6 | $1.99M | $9.44M | - | $7.45M | 373.81% | +0.378% |
| DISH DISH | 155,856 | $5.3M | $5.3M | - | - | - | 0.0 |
| DMLP Dorchester Minerals, L.P. | 150,900 | $2.94M | $4.53M | - | $1.59M | 54.24% | -0.531% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jennifer Rouse?
The largest contributions to the portfolio's profits come from the following stocks: Healthcare Realty Trust Incorporated - $219.1B, McDonald's Corporation - $13.25M, General Electric Company - $9.6M, Citigroup Inc - $9.42M, and CVS Health Corporation - $8.68M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jennifer Rouse's portfolio generate?
The portfolio generates substantial dividend income, with a total of $219.21B earned over time. The largest contributors to dividend income include Healthcare Realty Trust Incorporated - $219.1B, McDonald's Corporation - $13.25M, General Electric Company - $9.6M, Citigroup Inc - $9.42M, and CVS Health Corporation - $8.68M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Rouse's monthly returns?
Jennifer Rouse's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jennifer Rouse's strategy be considered aggressive or moderate?
Jennifer Rouse's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jennifer Rouse's strategy?
Jennifer Rouse'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.
2026 © Marketlog. All Rights Reserved.
