Jeffrey D. Munjack Portfolio
Invests via JDM Financial Group LLC | Managed by Jeffrey D. Munjack
Invests via JDM Financial Group LLC
Managed by Jeffrey D. Munjack
Automatically Tracked
Jeffrey D. Munjack Profile
Jeffrey D. Munjack possesses a diverse background in finance and strategic leadership, demonstrating expertise across investment banking and corporate development. His notable career includes executive roles where he has been instrumental in guiding companies through critical growth phases and operational transformations. With a strong focus on market expansion, he is well-regarded for his ability to forge lasting relationships with stakeholders while driving innovation in financial services. Munjack's experience extends into both private equity and public markets, providing him with insights that influence deal structuring and business strategies essential for navigating complex economic landscapes.
Jeffrey D. Munjack possesses a diverse background in finance and strategic leadership, demonstrating expertise across investment banking and corporate development. His notable career includes executive roles where he has been instrumental in guiding companies through critical growth phases and operational transformations. With a strong focus on market expansion, he is well-regarded for his ability to forge lasting relationships with stakeholders while driving innovation in financial services. Munjack's experience extends into both private equity and public markets, providing him with insights that influence deal structuring and business strategies essential for navigating complex economic landscapes.
Investment Philosophy & Strategy
In the realm of capital deployment, Jeffrey D. Munjack leverages his extensive expertise to identify transformative opportunities within dynamic markets. With a solid foundation in finance, he emphasizes strategic expansion through partnerships and innovation, particularly in financial services. His approach involves discerning potential value catalysts while driving operational improvements that enhance competitive positioning. The interplay between stakeholder relationships and tactical investments underscores his vision for sustainable growth amidst evolving industry landscapes.
In the realm of capital deployment, Jeffrey D. Munjack leverages his extensive expertise to identify transformative opportunities within dynamic markets. With a solid foundation in finance, he emphasizes strategic expansion through partnerships and innovation, particularly in financial services. His approach involves discerning potential value catalysts while driving operational improvements that enhance competitive positioning. The interplay between stakeholder relationships and tactical investments underscores his vision for sustainable growth amidst evolving industry landscapes.
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:
74.95%
Gain -0.77%
Monthly
1.57%
Yearly
20.58%
Drawdown
31.76%
$583.14M
Equity
Holdings
$583.14M
Investment
$495.06M
$121.98M
Profit -$2.31M
Realized
$33.9M
Unrealized
$88.08M
Dividends
$14.2M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$2.31M
Win %
79%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$2.31M
Win %
79%
This Month
Compared to last month
Gain
-0.83%
Profit
-$4.85M
Win %
79%
This Year
Compared to last year
Gain
-0.38%
Profit
-$1.41M
Win %
77%
NOW ServiceNow, Inc.
+7.53%
+$998.5 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$3,164.76 
BSX Boston Scientific Corporation
+4.36%
+$48.75 
GSK GSK plc Sponsored ADR
+4.29%
+$107.38 
PLTR Palantir Technologies Inc.
+4.11%
+$2,667.5 
NFLX Netflix, Inc.
+3.92%
+$121.2 
CATX Perspective Therapeutics Inc.
+3.38%
+$332.5 
TLSI TriSalus Life Sciences Inc.
+3.32%
+$82.15 
LDOS Leidos Holdings Inc.
+3.29%
+$140.09 
MCK McKesson Corporation
+3.21%
+$706.75 
GOOGL Alphabet Inc
+3.11%
+$20,626.78 
CHRW C.H. Robinson Worldwide, Inc.
+3.02%
+$27.72 
DOX Amdocs Limited
+2.98%
+$42.09 
GOOG Alphabet Inc
+2.97%
+$6,493.91 
META Meta Platforms Inc Class A
+2.91%
+$4,538.02 
IBM International Business Machines Corporation
+2.81%
+$225.56 
AZO AutoZone Inc.
+2.6%
+$149.74 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.59%
+$127.1 
GBTC Grayscale Bitcoin Trust ETF
+2.39%
+$1,691.69 
AFRM Affirm Holdings, Inc.
+2.36%
+$281.98 
CON Concentra Group Holdings Inc.
+2.35%
+$50.02 
IBIT iShares Bitcoin Trust
+2.32%
+$157.32 
WM Waste Management, Inc.
+2.3%
+$245.25 
MSFT Microsoft Corp.
+2.25%
+$8,061.45 
XLC Communication Services Select Sector SPDR Fund
+2.23%
+$539.65 
WMT Walmart Inc.
+2.19%
+$1,540.66 
OMC Omnicom Group Inc.
+2.18%
+$17.2 
PHG Koninklijke Philips N.V.
+2.15%
+$120.31 
GILD Gilead Sciences Inc.
+2.07%
+$1,918.62 
LLY Eli Lilly and Company
+2.06%
+$344.55 
DIS The Walt Disney Company
+2.03%
+$237.6 
TGT Target Corporation
+1.94%
+$181.8 
T AT&T Inc.
+1.94%
+$46.46 
DGX Quest Diagnostics Inc.
+1.89%
+$48.84 
PM Philip Morris International Inc.
+1.8%
+$326.8 
AKRE Akre Focus ETF
+1.77%
+$98.99 
NVS Novartis AG Sponsored ADR
+1.65%
+$115.26 
COST Costco Wholesale Corporation
+1.59%
+$3,172.4 
SNY Sanofi American Depositary Receipt
+1.56%
+$50.78 
USAR USA Rare Earth, Inc.
+1.51%
+$38.3 
AFL Aflac Inc.
+1.47%
+$94.92 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$363 
VHT Vanguard Health Care ETF
+1.41%
+$349.6 
MRNA Moderna, Inc.
+1.37%
+$297 
EW Edwards Lifesciences Corporation
+1.35%
+$153.9 
CRML Critical Metals Corp.
+1.32%
+$17.09 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$92.4 
VDC VANGUARD CONSUMER STAPLES ETF
+1.23%
+$180.7 
STE STERIS plc
+1.16%
+$46.55 
AVY Avery Dennison Corporation
+1.13%
+$36.29 
AMGN Amgen Inc.
+1.12%
+$846 
ZTS Zoetis Inc.
+1.06%
+$38.75 
V Visa Inc. Class A
+1.06%
+$552.01 
BRK-B Berkshire Hathaway Inc.
+1.03%
+$3,767.84 
XBI SPDR S&P Biotech ETF
+1.01%
+$126.4 
HD The Home Depot, Inc.
+0.97%
+$89.7 
WSM Williams-Sonoma, Inc.
+0.96%
+$67.27 
ABT Abbott Laboratories
+0.94%
+$230.4 
EWH iShares MSCI Hong Kong ETF
+0.93%
+$115.5 
BIDU Baidu Inc.
+0.93%
+$275.96 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$702.65 
JD JD.com Inc.
+0.91%
+$50.72 
H Hyatt Hotels Corporation
+0.88%
+$37.18 
IBB iShares Biotechnology ETF
+0.8%
+$196.02 
SNA Snap-on Inc.
+0.74%
+$38.85 
EQH Equitable Holdings, Inc.
+0.68%
+$42.84 
MP MP Materials Corp.
+0.66%
+$10.72 
SDY SPDR S&P Dividend ETF
+0.66%
+$375.72 
NXST Nexstar Media Group Inc.
+0.65%
+$16.57 
NKE Nike, Inc. - Class B
+0.62%
+$37.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$269.7 
MA Mastercard Incorporated
+0.6%
+$68 
JNJ Johnson & Johnson
+0.55%
+$376.68 
GEHC GE HealthCare Technologies Inc.
+0.53%
+$30.6 
HAUS Residential REIT ETF
+0.51%
+$5.09 
RPM RPM International Inc.
+0.51%
+$14.28 
AAPL Apple Inc.
+0.49%
+$31,109.94 
JETS U.S. Global Jets ETF
+0.41%
+$28.75 
CFR Cullen/Frost Bankers Inc.
+0.38%
+$11.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$66.56 
REZ iShares Residential and Multisector Real Estate ETF
+0.36%
+$3.96 
HII Huntington Ingalls Industries Inc.
+0.33%
+$6.37 
EWBC East West Bancorp Inc.
+0.31%
+$30.78 
SFBS ServisFirst Bancshares Inc.
+0.28%
+$24 
AGO Assured Guaranty Ltd.
+0.27%
+$10 
BAX Baxter International Inc.
+0.21%
+$82.25 
TMUS T-Mobile US, Inc.
+0.21%
+$39.52 
ONDS Ondas Holdings Inc.
+0.21%
+$51.75 
BABA Alibaba Group Holding Limited SP ADR
+0.17%
+$20.35 
HMC Honda Motor Co., Ltd.
+0.15%
+$7.55 
REAL The RealReal, Inc.
+0.13%
+$0.37 
FNF Fidelity National Financial, Inc.
+0.11%
+$4.85 
CAH Cardinal Health Inc.
+0.09%
+$134.63 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$402.12 
FIS Fidelity National Information Services, Inc.
+0.08%
+$0.9 
ABNB Airbnb, Inc.
+0.07%
+$149.25 
ZMAY Innovator EDP ETF -1 Yr May
+0.04%
+$2.47 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.03%
+$1,294.14 
PEP PepsiCo, Inc.
+0.03%
+$2.4 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$25.03 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.01%
+$4.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,372.93 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 G200
G2004J103
0%
$0 
MKSI MKS Instruments Inc.
-10.45%
-$1,452.88 
NVT nVent Electric plc
-9.61%
-$1,014 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$804.1 
GEV GE Vernova Inc.
-8.67%
-$5,973.84 
LFUS Littelfuse Inc.
-8.22%
-$497.42 
AMKR Amkor Technology Inc.
-8.22%
-$301.75 
WOLF Wolfspeed, Inc.
-6.79%
-$1.76 
CEG Constellation Energy Corporation
-6.72%
-$1,109.54 
AMAT Applied Materials, Inc.
-6.67%
-$3,166.8 
FIX Comfort Systems USA, Inc.
-6.25%
-$316.95 
SOLS Sollensys Corp
-5.53%
-$61.22 
BAC Bank of America Corporation
-5.39%
-$807.82 
AVGO Broadcom Inc.
-4.79%
-$9,008.99 
MU Micron Technology, Inc.
-4.76%
-$1,161.75 
TECL Direxion Daily Technology Bull 3x Shares
-4.5%
-$974.4 
PWR Quanta Services Inc.
-4.48%
-$844.63 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.36%
-$1,622.25 
CAT Caterpillar Inc.
-4.18%
-$581.06 
NRG NRG Energy, Inc.
-4.09%
-$69.67 
HUBB Hubbell Inc.
-3.94%
-$199.32 
GS The Goldman Sachs Group, Inc.
-3.93%
-$3,234.4 
AMD Advanced Micro Devices, Inc.
-3.88%
-$1,780.89 
EQIX Equinix, Inc.
-3.83%
-$1,786.5 
WDC Western Digital Corporation
-3.71%
-$165.7 
ARTY iShares Future AI & Tech ETF
-3.55%
-$436.84 
QNCX Quince Therapeutics, Inc.
-2.98%
-$0.88 
NEM Newmont Corporation
-2.92%
-$222 
UAMY United States Antimony Corporation
-2.87%
-$39.2 
WPM Wheaton Precious Metals Corp.
-2.85%
-$263.4 
NVDA NVIDIA Corporation
-2.84%
-$42,808.23 
XME SPDR S&P Metals & Mining ETF
-2.75%
-$206.25 
ICOP iShares Copper and Metals Mining ETF
-2.54%
-$64.63 
EEM iShares MSCI Emerging Markets ETF
-2.52%
-$13,926.24 
RS Reliance Inc.
-2.49%
-$58.86 
UTF Cohen & Steers Infrastructure Fund, Inc.
-2.49%
-$269.61 
AVXC Avantis Emerging Markets Ex China ETF
-2.42%
-$411.07 
IEMG iShares Core MSCI Emerging Markets ETF
-2.36%
-$26,613.6 
ESGE iShares ESG Aware MSCI EM ETF
-2.33%
-$308.48 
TKR Timken Co.
-2.27%
-$84.17 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$174 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$4,224.76 
CPER United States Copper Index Fund
-2.12%
-$30.71 
ROBO ROBO Global Robotics & Automation Index ETF
-2.07%
-$649.44 
PAVE Global X U.S. Infrastructure Development ETF
-2.04%
-$684 
GE General Electric Company
-2%
-$1,992.76 
LYG Lloyds Banking Group Plc ADR
-1.91%
-$231.96 
INGR Ingredion Inc.
-1.84%
-$46.25 
NDSN Nordson Corporation
-1.84%
-$69.48 
WFC Wells Fargo & Company
-1.84%
-$771.9 
IFRA iShares U.S. Infrastructure
-1.75%
-$87.72 
MMM 3M Company
-1.73%
-$71.5 
JPM JPMorgan Chase & Co.
-1.71%
-$219.6 
RGLD Royal Gold Inc.
-1.71%
-$116.37 
CSCO Cisco Systems, Inc.
-1.69%
-$756 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-1.6%
-$35.87 
JOBY Joby Aviation, Inc.
-1.56%
-$100 
RJF Raymond James Financial Inc.
-1.56%
-$78.3 
LNG Cheniere Energy Inc.
-1.53%
-$21.35 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$17,130.4 
TSLA Tesla, Inc.
-1.44%
-$1,774.5 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$183 
DTM Dt Midstream Inc.
-1.4%
-$32.4 
E Eni S.p.A. Sponsored ADR
-1.39%
-$23.4 
GLD SPDR Gold Shares
-1.39%
-$949.05 
C Citigroup Inc.
-1.34%
-$70.68 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$294.8 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$279.11 
VDE Vanguard Energy ETF
-1.33%
-$80.52 
IAU iShares Gold Trust
-1.32%
-$59.12 
RTX RTX Corporation
-1.31%
-$179.05 
IDA Idacorp Inc.
-1.31%
-$12.39 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.29%
-$94.19 
BLK BlackRock, Inc.
-1.29%
-$235.96 
EAPR Innovator Emerging Markets Power Buffer ETF - April
-1.28%
-$80.24 
AMZN Amazon.com Inc
-1.28%
-$8,685.44 
CR Crane NXT Co.
-1.25%
-$63.25 
DINO HF Sinclair Corporation
-1.25%
-$63.22 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$342.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.17%
-$807.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$72,257.64 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$24,067.85 
XLE Energy Select Sector SPDR Fund
-1.15%
-$756 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$262.65 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$160.56 
VEU Vanguard FTSE All-World ex-US ETF
-1.13%
-$195.84 
SCHF Schwab International Equity ETF
-1.12%
-$12,418.25 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$3,620.32 
TRGP Targa Resources Corp.
-1.07%
-$81.12 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$486,559.7 
NI NiSource Inc.
-1.05%
-$43.94 
SCHC Schwab International Small-Cap Equity ETF
-1.02%
-$68.12 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$352.77 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$172,290.75 
CVX Chevron Corporation
-0.97%
-$550.62 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$166.74 
EXC Exelon Corporation
-0.92%
-$69.52 
XOM Exxon Mobil Corporation
-0.9%
-$5,223.98 
EWJ iShares MSCI Japan ETF
-0.86%
-$313.5 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$155.1 
XLB Materials Select Sector SPDR Fund
-0.85%
-$39.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$1,706.39 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$3,844.63 
BC Brunswick Corporation
-0.82%
-$34.8 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$1,098.08 
JHMM John Hancock Multifactor Mid Cap ETF
-0.81%
-$127.8 
AVDV Avantis International Small Cap Value ETF
-0.81%
-$387.9 
FNDF Schwab Fundamental International Large Company Index ETF
-0.77%
-$240.8 
VGK Vanguard FTSE Europe ETF
-0.76%
-$584.3 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$910.73 
GOLF Acushnet Holdings Corp.
-0.72%
-$33.55 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.69%
-$113.62 
COP ConocoPhillips
-0.68%
-$117.18 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$19,670.53 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$220 
EJAN Innovator Emerging Markets Power Buffer ETF
-0.66%
-$7,726.07 
EFA iShares MSCI EAFE ETF
-0.65%
-$4,456.02 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.64%
-$172.72 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.64%
-$33.87 
VT Vanguard Total World Stock ETF
-0.62%
-$377 
LECO Lincoln Electric Holdings, Inc.
-0.62%
-$26.69 
ICF iShares Cohen & Steers Realty Majors ETF
-0.6%
-$387.1 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$446.25 
COF Capital One Financial Corporation
-0.59%
-$88.56 
DFUV Dimensional US Marketwide Value ETF
-0.59%
-$635.83 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$8,358.79 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$426.6 
IYW iShares U.S. Technology ETF
-0.55%
-$209.89 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$577.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$8,475 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.53%
-$1,808.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$30,584.14 
VOOG Vanguard S&P 500 Growth ETF
-0.53%
-$401.28 
ED Consolidated Edison, Inc.
-0.52%
-$55 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$187.92 
SRE Sempra
-0.5%
-$588 
F Ford Motor Company
-0.5%
-$5.6 
BP BP p.l.c. Sponsored ADR
-0.5%
-$27.6 
VNQ Vanguard Real Estate ETF
-0.49%
-$76,144.21 
VO Vanguard Mid-Cap ETF
-0.48%
-$89,659.21 
MSA Msa Safety Inc.
-0.48%
-$18.27 
AGM Federal Agricultural Mortgage Corporation
-0.47%
-$23.54 
SCHH Schwab U.S. REIT ETF
-0.47%
-$687.09 
VTV Vanguard Value ETF
-0.45%
-$1,354.41 
DFAR Dimensional US Real Estate ETF
-0.45%
-$40.25 
ADC Agree Realty Corporation
-0.45%
-$2.88 
SO The Southern Company
-0.45%
-$39 
DUK Duke Energy Corporation
-0.43%
-$23.46 
SHEL Shell plc
-0.42%
-$29.52 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$441.96 
PGX Invesco Preferred ETF
-0.38%
-$62 
WTFC Wintrust Financial Corporation
-0.38%
-$27.11 
URTH iShares MSCI World ETF
-0.37%
-$1,121.89 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$120 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.35%
-$48.84 
IJUL Innovator International Developed Power Buffer ETF
-0.35%
-$20.41 
USB U.S. Bancorp
-0.35%
-$79.86 
VTHR Vanguard Russell 3000 ETF
-0.34%
-$68.14 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$291.61 
PGF Invesco Financial Preferred ETF
-0.34%
-$86.36 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$302.58 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.34%
-$170,132.49 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$22,930.86 
VOO Vanguard S&P 500 ETF
-0.34%
-$807,127.2 
IVV iShares Core S&P 500 ETF
-0.33%
-$52,958.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$12,005.91 
LRGF iShares U.S. Equity Factor ETF
-0.33%
-$73.69 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$102.93 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$77.44 
IMAY Innovator International Developed Power Buffer ETF - May
-0.31%
-$36.97 
VB Vanguard Small-Cap ETF
-0.31%
-$108,513.31 
IAUG Innovator International Developed Power Buffer ETF – August
-0.3%
-$102.99 
OEF iShares S&P 100 ETF
-0.3%
-$114 
WELL Welltower Inc.
-0.3%
-$7.05 
IFEB Innovator International Developed Power Buffer ETF - February
-0.29%
-$71 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$106.14 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$555.56 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.27%
-$258.48 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$438.48 
BA Boeing Company
-0.25%
-$205.4 
INDA ISHARES MSCI INDIA ETF
-0.23%
-$98.56 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.21%
-$170.4 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$133.5 
PKG Packaging Corporation of America
-0.19%
-$12.15 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.19%
-$67.68 
IWM iShares Russell 2000 ETF
-0.18%
-$1,653.18 
IFN The India Fund, Inc.
-0.18%
-$8.92 
HYD VanEck High Yield Muni ETF
-0.17%
-$62.73 
LCII LCI Industries Inc.
-0.17%
-$5.27 
VUG Vanguard Growth ETF
-0.17%
-$539.99 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,219.02 
EGP EastGroup Properties Inc.
-0.15%
-$6 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.15%
-$18.6 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.14%
-$1,613.27 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$112.53 
KMAY Innovator U.S. Small Cap Power Buffer ETF - May
-0.13%
-$7.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.13%
-$5,629.84 
SCMB Schwab Municipal Bond ETF
-0.12%
-$44.4 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.12%
-$6,212.94 
BUFF Innovator Laddered Allocation Fund
-0.11%
-$2,460.06 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.11%
-$378.18 
IJAN Innovator International Developed Power Buffer ETF - January
-0.1%
-$3,300.96 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.1%
-$2.39 
PSK SPDR ICE Preferred Securities ETF
-0.1%
-$31.95 
NMAY Innovator Growth-100 Power Buffer ETF May
-0.1%
-$6 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.1%
-$1,381.36 
VOOV Vanguard S&P 500 Value ETF
-0.1%
-$17.82 
MOO VanEck Agribusiness ETF
-0.07%
-$6.3 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.07%
-$213.45 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$127.72 
AVSF Avantis Short-Term Fixed Income ETF
-0.06%
-$97 
MUB iShares National Muni Bond ETF
-0.05%
-$19.58 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$213.12 
IWN iShares Russell 2000 Value ETF
-0.04%
-$58.95 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$15.39 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$38.12 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$6.81 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.02%
-$234.64 
SPG Simon Property Group, Inc.
-0.02%
-$134.8 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.01%
-$63.11 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$491.22 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.01%
-$1.5 
ZMAR Inovatr E D Prct ETF - 1 MAR
0%
-$0.08 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
0%
-$19.01 Events
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Dividends
Dividend Analysis
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| Trades 1719 | Longs Won 1227/1719 71% | Profit Factor 57.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $707,788.04 |
| Average Win $101,171.49 | Best Trade (Sep 03) $25.23M | Sharpe Ratio -33.06 |
| Average Loss -$4,379.61 | Worst Trade (Mar 31) -$1.05M | Z-Score 10.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $70,961.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,263 | $2.55M | $6.43M | - | $3.88M | 152.18% | +0.486% |
| ABNB Airbnb, Inc. | 1,194 | $102,293.55 | $203,356.11 | - | $101,062.56 | 98.8% | +0.073% |
| ABT Abbott Laboratories | 240 | $26,868.66 | $24,698.4 | - | -$2,170.26 | -8.08% | +0.942% |
| ADC Agree Realty Corporation | 9 | $678.42 | $638.19 | - | -$40.23 | -5.93% | -0.449% |
| AFL Aflac Inc. | 56 | $5,792.64 | $6,550.6 | - | $757.96 | 13.08% | +1.47% |
| AFRM Affirm Holdings, Inc. | 167 | $1,882.09 | $12,212.46 | - | $10,330.37 | 548.88% | +2.364% |
| AGM Federal Agricultural Mortgage Corporation | 22 | $3,263.7 | $4,937.68 | - | $1,673.98 | 51.29% | -0.474% |
| AGO Assured Guaranty Ltd. | 50 | $4,074 | $3,656.5 | - | -$417.5 | -10.25% | +0.274% |
| AKRE Akre Focus ETF | 98 | $5,179.3 | $5,683.03 | - | $503.73 | 9.73% | +1.773% |
| AMAT Applied Materials, Inc. | 104 | $75,192 | $44,308.16 | - | -$30,883.84 | -41.07% | -6.67% |
| AMD Advanced Micro Devices, Inc. | 89 | $7,452.8 | $44,154.68 | - | $36,701.88 | 492.46% | -3.877% |
| AMGN Amgen Inc. | 200 | $52,276.12 | $76,316 | - | $24,039.88 | 45.99% | +1.121% |
| AMKR Amkor Technology Inc. | 71 | $3,197.13 | $3,371.08 | - | $173.95 | 5.44% | -8.216% |
| AMZN Amazon.com Inc | 2,648 | $320,343.61 | $671,268 | - | $350,924.39 | 109.55% | -1.277% |
| ARM Arm Holdings plc American Depositary Receipt | 34 | $3,630.86 | $8,198.76 | - | $4,567.9 | 125.81% | -8.932% |
| ARTY iShares Future AI & Tech ETF | 163 | $5,118.41 | $11,866.4 | - | $6,747.99 | 131.84% | -3.551% |
| AVDV Avantis International Small Cap Value ETF | 431 | $28,619.66 | $47,716.01 | - | $19,096.35 | 66.72% | -0.806% |
| AVGO Broadcom Inc. | 520 | $104,771.85 | $179,225.8 | - | $74,453.95 | 71.06% | -4.786% |
| AVIG Avantis Core Fixed Income ETF | 5,109 | $213,886.56 | $204,283.36 | - | -$9,603.2 | -4.49% | -0.062% |
| AVSF Avantis Short-Term Fixed Income ETF | 3,880 | $182,612.63 | $177,839.8 | - | -$4,772.83 | -2.61% | -0.055% |
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FAQ
Which stocks have generated the highest profits for Jeffrey D. Munjack?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $18.95M, Vanguard Mid-Cap ETF - $3.76M, iShares Core S&P 500 ETF - $3.4M, SPDR S&P MidCap 400 ETF Trust - $2.46M, and SPDR Portfolio Developed World ex-US ETF - $1.86M. 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: FIRST REPUBLIC BK D/S N - $9,918.8, Pfizer Inc - $8,392.41, Merck & Co., Inc - $7,553.86, Sunrun Inc - $7,264, and Wolfspeed, Inc - $6,864. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey D. Munjack's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.2M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $2.71M, SPDR Portfolio Developed World ex-US ETF - $1.81M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $1.65M, iShares 0-3 Month Treasury Bond ETF - $912,505.84, and Vanguard Real Estate ETF - $841,516.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey D. Munjack's monthly returns?
Jeffrey D. Munjack'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 Jeffrey D. Munjack's strategy be considered aggressive or moderate?
Jeffrey D. Munjack'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 Jeffrey D. Munjack's strategy?
Jeffrey D. Munjack's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
