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:
66.9%
Gain -27.75%
Monthly
1.55%
Yearly
20.33%
Drawdown
28.62%
$534.64M
Equity
Holdings
$534.64M
Investment
$451.06M
$110.48M
Profit -$76.65M
Realized
$26.9M
Unrealized
$83.58M
Dividends
$13.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-27.75%
Profit
-$76.65M
Win %
83%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$3.89M
Win %
83%
This Month
Compared to last month
Gain
-0.91%
Profit
-$4.92M
Win %
83%
This Year
Compared to last year
Gain
10.83%
Profit
$52.22M
Win %
81%
BABA Alibaba Group Holding Limited SP ADR
+4.67%
+$590.7 
JOBY Joby Aviation, Inc.
+3.32%
+$240 
JD JD.com Inc.
+3.31%
+$202.86 
REAL The RealReal, Inc.
+2.68%
+$8.7 
BIDU Baidu Inc.
+2.4%
+$835.25 
FIX Comfort Systems USA, Inc.
+2.28%
+$114.36 
MSFT Microsoft Corp.
+2.15%
+$5,378.46 
WDC Western Digital Corporation
+2.14%
+$102 
DINO HF Sinclair Corporation
+2.05%
+$85.54 
GEV GE Vernova Inc.
+2.02%
+$1,536.48 
AVGO Broadcom Inc.
+1.98%
+$3,806.86 
MU Micron Technology, Inc.
+1.95%
+$3,879.85 
PLTR Palantir Technologies Inc.
+1.87%
+$792.87 
TMUS T-Mobile US, Inc.
+1.67%
+$333.84 
AMD Advanced Micro Devices, Inc.
+1.57%
+$695.09 
GOOG Alphabet Inc
+1.52%
+$2,898 
GOOGL Alphabet Inc
+1.5%
+$10,215.52 
GBTC Grayscale Bitcoin Trust ETF
+1.49%
+$875.42 
IBIT iShares Bitcoin Trust
+1.49%
+$83.7 
BTC Grayscale Bitcoin Mini Trust ETF
+1.48%
+$99.12 
CPER United States Copper Index Fund
+1.32%
+$18.5 
CVX Chevron Corporation
+1.24%
+$619.79 
NRG NRG Energy, Inc.
+1.14%
+$22.05 
AMZN Amazon.com Inc
+1.12%
+$7,198.11 
DOX Amdocs Limited
+1.06%
+$12.88 
ABT Abbott Laboratories
+1.03%
+$249.6 
MP MP Materials Corp.
+1.02%
+$14.72 
LFUS Littelfuse Inc.
+0.98%
+$54.6 
ARM Arm Holdings plc American Depositary Receipt
+0.91%
+$82.28 
FIS Fidelity National Information Services, Inc.
+0.86%
+$10.8 
COP ConocoPhillips
+0.85%
+$122.22 
OMC Omnicom Group Inc.
+0.78%
+$6.4 
MA Mastercard Incorporated
+0.71%
+$76.8 
XOM Exxon Mobil Corporation
+0.68%
+$3,506 
DUK Duke Energy Corporation
+0.67%
+$25.2 
WELL Welltower Inc.
+0.65%
+$15.9 
T AT&T Inc.
+0.64%
+$12.88 
PWR Quanta Services Inc.
+0.64%
+$116.87 
V Visa Inc. Class A
+0.56%
+$283.41 
AGO Assured Guaranty Ltd.
+0.53%
+$22.5 
HON Honeywell International Inc.
+0.52%
+$43.5 
LDOS Leidos Holdings Inc.
+0.51%
+$17.82 
RTX RTX Corporation
+0.48%
+$64.17 
TLSI TriSalus Life Sciences Inc.
+0.47%
+$10.6 
EWH iShares MSCI Hong Kong ETF
+0.45%
+$55 
XLE Energy Select Sector SPDR Fund
+0.45%
+$262.08 
CEG Constellation Energy Corporation
+0.44%
+$64.38 
VDE Vanguard Energy ETF
+0.43%
+$23.1 
EEM iShares MSCI Emerging Markets ETF
+0.43%
+$2,198.88 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+0.43%
+$25.02 
NXST Nexstar Media Group Inc.
+0.4%
+$11.1 
JETS U.S. Global Jets ETF
+0.39%
+$30 
ARTY iShares Future AI & Tech ETF
+0.35%
+$37.49 
HII Huntington Ingalls Industries Inc.
+0.34%
+$6.37 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.32%
+$3,615.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$428.29 
IYW iShares U.S. Technology ETF
+0.3%
+$110.23 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$3,217.7 
ESGE iShares ESG Aware MSCI EM ETF
+0.29%
+$36.15 
VOOG Vanguard S&P 500 Growth ETF
+0.28%
+$176.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$15,243.36 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$61.7 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.27%
+$5.68 
AGM Federal Agricultural Mortgage Corporation
+0.26%
+$11.88 
PSK SPDR ICE Preferred Securities ETF
+0.26%
+$108 
CFR Cullen/Frost Bankers Inc.
+0.26%
+$7.98 
BP BP p.l.c. Sponsored ADR
+0.24%
+$12 
NVDA NVIDIA Corporation
+0.23%
+$3,959.83 
ZMAY Innovator EDP ETF -1 Yr May
+0.23%
+$14.52 
MTUM iShares MSCI USA Momentum Factor ETF
+0.18%
+$354.76 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.16%
+$1,850.22 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$3,110.67 
IBM International Business Machines Corporation
+0.15%
+$10.89 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.14%
+$6.15 
TECL Direxion Daily Technology Bull 3x Shares
+0.12%
+$31.92 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$372.84 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$797.89 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$2,135.35 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.08%
+$59.64 
VUG Vanguard Growth ETF
+0.07%
+$216 
XLK State Street Technology Select Sector SPDR ETF
+0.07%
+$601.68 
ICOP iShares Copper and Metals Mining ETF
+0.06%
+$1.25 
MSA Msa Safety Inc.
+0.06%
+$2.1 
IAUG Innovator International Developed Power Buffer ETF – August
+0.06%
+$18.79 
HMC Honda Motor Co., Ltd.
+0.04%
+$1.51 
CR Crane NXT Co.
+0.02%
+$1.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,839.5 
OEF iShares S&P 100 ETF
0%
+$1 
BUFF Innovator Laddered Allocation Fund
0%
$0 
CRTX Cortexyme Inc
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
ZMAR Inovatr E D Prct ETF - 1 MAR
0%
$0 
MRNA Moderna, Inc.
-3.77%
-$349.5 
GSK GSK plc Sponsored ADR
-3.32%
-$89.44 
RPM RPM International Inc.
-3.28%
-$96.6 
SOLS Sollensys Corp
-3.27%
-$34.38 
RS Reliance Inc.
-3.22%
-$76.56 
CRML Critical Metals Corp.
-2.97%
-$38.19 
TSLA Tesla, Inc.
-2.96%
-$3,809.26 
LECO Lincoln Electric Holdings, Inc.
-2.89%
-$124.02 
GOLF Acushnet Holdings Corp.
-2.83%
-$178.75 
LLY Eli Lilly and Company
-2.73%
-$483.15 
NVS Novartis AG Sponsored ADR
-2.73%
-$214.2 
USAR USA Rare Earth, Inc.
-2.68%
-$68.46 
TKR Timken Co.
-2.47%
-$105.4 
BAX Baxter International Inc.
-2.39%
-$888.3 
CATX Perspective Therapeutics Inc.
-2.34%
-$245 
WSM Williams-Sonoma, Inc.
-2.22%
-$157.17 
GE General Electric Company
-2.16%
-$2,319.24 
XBI SPDR S&P Biotech ETF
-2.15%
-$265.6 
AAPL Apple Inc.
-2.14%
-$138,066.5 
BA Boeing Company
-2.13%
-$1,797.25 
FNF Fidelity National Financial, Inc.
-2%
-$100.88 
PKG Packaging Corporation of America
-1.99%
-$125.28 
NFLX Netflix, Inc.
-1.96%
-$54 
UAMY United States Antimony Corporation
-1.83%
-$28 
EQH Equitable Holdings, Inc.
-1.82%
-$105.91 
CAT Caterpillar Inc.
-1.81%
-$271.66 
WMT Walmart Inc.
-1.79%
-$1,340.28 
HD The Home Depot, Inc.
-1.72%
-$174.9 
AZO AutoZone Inc.
-1.72%
-$104.62 
WOLF Wolfspeed, Inc.
-1.71%
-$0.51 
IBB iShares Biotechnology ETF
-1.7%
-$390.83 
SAN Banco Santander S.A. Sponsored ADR
-1.7%
-$339.02 
BLK BlackRock, Inc.
-1.69%
-$307.53 
JNJ Johnson & Johnson
-1.67%
-$1,088.76 
BC Brunswick Corporation
-1.64%
-$79.2 
SRE Sempra
-1.63%
-$2,100 
F Ford Motor Company
-1.62%
-$18.4 
SFBS ServisFirst Bancshares Inc.
-1.56%
-$68 
STE STERIS plc
-1.55%
-$64.03 
SNY Sanofi American Depositary Receipt
-1.52%
-$51.68 
DGX Quest Diagnostics Inc.
-1.43%
-$33.22 
CCL Carnival Corporation Ltd.
-1.4%
-$37.37 
BAC Bank of America Corporation
-1.39%
-$203.15 
WFC Wells Fargo & Company
-1.35%
-$548.7 
LYG Lloyds Banking Group Plc ADR
-1.34%
-$161.36 
NI NiSource Inc.
-1.3%
-$60.6 
CHRW C.H. Robinson Worldwide, Inc.
-1.29%
-$16.2 
NDSN Nordson Corporation
-1.29%
-$44.88 
DIS The Walt Disney Company
-1.29%
-$138.6 
SHEL Shell plc
-1.28%
-$80.64 
AVY Avery Dennison Corporation
-1.28%
-$38.95 
VHT Vanguard Health Care ETF
-1.24%
-$300.8 
CAH Cardinal Health Inc.
-1.21%
-$1,695.24 
PEP PepsiCo, Inc.
-1.21%
-$99.6 
MCK McKesson Corporation
-1.18%
-$248.25 
ED Consolidated Edison, Inc.
-1.18%
-$132 
LCII LCI Industries Inc.
-1.17%
-$43.18 
IDA Idacorp Inc.
-1.14%
-$11.9 
CSCO Cisco Systems, Inc.
-1.11%
-$496 
SNA Snap-on Inc.
-1.08%
-$62.44 
VGK Vanguard FTSE Europe ETF
-1.02%
-$280.8 
XLB Materials Select Sector SPDR Fund
-0.99%
-$44.5 
AFRM Affirm Holdings, Inc.
-0.99%
-$125.25 
GS The Goldman Sachs Group, Inc.
-0.96%
-$815.2 
IFN The India Fund, Inc.
-0.96%
-$47.52 
RGLD Royal Gold Inc.
-0.96%
-$48.87 
CON Concentra Group Holdings Inc.
-0.95%
-$18.3 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.93%
-$607.6 
SO The Southern Company
-0.88%
-$84 
DTM Dt Midstream Inc.
-0.85%
-$22.32 
EW Edwards Lifesciences Corporation
-0.85%
-$98.55 
IFRA iShares U.S. Infrastructure
-0.85%
-$44.72 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$1,107.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.8%
-$664.95 
GILD Gilead Sciences Inc.
-0.8%
-$686.93 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$145,852.79 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.76%
-$1,579.5 
HUBB Hubbell Inc.
-0.76%
-$40.59 
PHG Koninklijke Philips N.V.
-0.74%
-$43.8 
EFA iShares MSCI EAFE ETF
-0.74%
-$4,908.08 
INDA ISHARES MSCI INDIA ETF
-0.74%
-$124.56 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$96.75 
ABNB Airbnb, Inc.
-0.71%
-$1,241.75 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$16,093.56 
WPM Wheaton Precious Metals Corp.
-0.7%
-$43.8 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$612.54 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$180.34 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$1,127.52 
ADC Agree Realty Corporation
-0.68%
-$4.95 
VB Vanguard Small-Cap ETF
-0.68%
-$188,828 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$25,349.45 
IWN iShares Russell 2000 Value ETF
-0.67%
-$975.95 
JHMM John Hancock Multifactor Mid Cap ETF
-0.67%
-$104.37 
NKE Nike, Inc. - Class B
-0.66%
-$47.56 
JPM JPMorgan Chase & Co.
-0.65%
-$80.28 
EXC Exelon Corporation
-0.65%
-$52.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.65%
-$25,945.6 
ITA iShares U.S. Aerospace & Defense ETF
-0.63%
-$2,184.16 
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$114.21 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$694.6 
MOO VanEck Agribusiness ETF
-0.63%
-$54.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.63%
-$230,665.73 
AVXC Avantis Emerging Markets Ex China ETF
-0.63%
-$98.66 
FNDF Schwab Fundamental International Large Company Index ETF
-0.63%
-$184.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.62%
-$134.94 
XME SPDR S&P Metals & Mining ETF
-0.62%
-$40.26 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.62%
-$125.4 
COF Capital One Financial Corporation
-0.61%
-$90.72 
AMKR Amkor Technology Inc.
-0.6%
-$26.98 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$2,222.58 
BSX Boston Scientific Corporation
-0.59%
-$6.76 
IWM iShares Russell 2000 ETF
-0.59%
-$5,368.22 
PGF Invesco Financial Preferred ETF
-0.58%
-$151.2 
AMGN Amgen Inc.
-0.58%
-$424 
H Hyatt Hotels Corporation
-0.58%
-$28.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$96 
NEM Newmont Corporation
-0.56%
-$40 
SCHF Schwab International Equity ETF
-0.56%
-$5,878.05 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$4,319.35 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.55%
-$158.71 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.55%
-$74 
VNQ Vanguard Real Estate ETF
-0.54%
-$75,990 
COST Costco Wholesale Corporation
-0.54%
-$1,115.4 
SDY SPDR S&P Dividend ETF
-0.54%
-$308.76 
SCHA Schwab U.S. Small-Cap ETF
-0.53%
-$192.42 
SCHC Schwab International Small-Cap Equity ETF
-0.52%
-$32.75 
AFL Aflac Inc.
-0.51%
-$35.84 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$15.18 
E Eni S.p.A. Sponsored ADR
-0.5%
-$7.5 
C Citigroup Inc.
-0.49%
-$24.32 
IJUL Innovator International Developed Power Buffer ETF
-0.49%
-$27.48 
ZTS Zoetis Inc.
-0.48%
-$18.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.47%
-$77.28 
VYM Vanguard High Dividend Yield ETF
-0.47%
-$582.75 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.47%
-$7,475.31 
PGX Invesco Preferred ETF
-0.46%
-$118.5 
MMM 3M Company
-0.46%
-$18.25 
VBK Vanguard Small-Cap Growth ETF
-0.45%
-$168.48 
EGP EastGroup Properties Inc.
-0.45%
-$20 
SCHH Schwab U.S. REIT ETF
-0.45%
-$718.3 
EWBC East West Bancorp Inc.
-0.45%
-$45.6 
ICF iShares Cohen & Steers Realty Majors ETF
-0.45%
-$303.8 
VTV Vanguard Value ETF
-0.45%
-$1,300.77 
HAUS Residential REIT ETF
-0.44%
-$4.62 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.44%
-$31.05 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.44%
-$315 
AVDV Avantis International Small Cap Value ETF
-0.43%
-$189.64 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$141.6 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$2,077.62 
AKRE Akre Focus ETF
-0.41%
-$22.54 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.4%
-$68.68 
UBER Uber Technologies, Inc.
-0.4%
-$43.5 
VO Vanguard Mid-Cap ETF
-0.4%
-$108,209.92 
URTH iShares MSCI World ETF
-0.4%
-$1,165.59 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$64.96 
WTFC Wintrust Financial Corporation
-0.39%
-$30.08 
XLP Consumer Staples Select Sector SPDR Fund
-0.39%
-$27.72 
DFUV Dimensional US Marketwide Value ETF
-0.38%
-$398.58 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$21.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$48.9 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.34%
-$8 
SUSA iShares MSCI USA ESG Select ETF
-0.33%
-$348 
VT Vanguard Total World Stock ETF
-0.32%
-$184.73 
IJAN Innovator International Developed Power Buffer ETF - January
-0.32%
-$9,958.68 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.29%
-$4,404.51 
AVIG Avantis Core Fixed Income ETF
-0.27%
-$1,172.38 
EQIX Equinix, Inc.
-0.26%
-$121.05 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$87.84 
IFEB Innovator International Developed Power Buffer ETF - February
-0.25%
-$58.6 
VTHR Vanguard Russell 3000 ETF
-0.24%
-$47.2 
IWV ISHARES RUSSELL 3000 ETF
-0.24%
-$73.73 
HYD VanEck High Yield Muni ETF
-0.23%
-$84.87 
SPG Simon Property Group, Inc.
-0.22%
-$1,714.11 
GLD SPDR Gold Shares
-0.22%
-$138.51 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.21%
-$78,959.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$48.64 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$4,399.95 
IAU iShares Gold Trust
-0.2%
-$8.25 
TRGP Targa Resources Corp.
-0.2%
-$14.56 
IMAY Innovator International Developed Power Buffer ETF - May
-0.19%
-$21.9 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$1,288.32 
IVV iShares Core S&P 500 ETF
-0.18%
-$28,555.29 
REZ iShares Residential and Multisector Real Estate ETF
-0.17%
-$2.04 
KMAY Innovator U.S. Small Cap Power Buffer ETF - May
-0.17%
-$10.31 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$387.95 
MUB iShares National Muni Bond ETF
-0.17%
-$64.08 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.16%
-$2,304.97 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.16%
-$8,324.72 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$10,605.18 
LRGF iShares U.S. Equity Factor ETF
-0.16%
-$34.68 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.15%
-$8.13 
VOO Vanguard S&P 500 ETF
-0.14%
-$288,784.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$52.64 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$146.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.14%
-$4,883.16 
PM Philip Morris International Inc.
-0.14%
-$24.7 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.13%
-$16.12 
MKSI MKS Instruments Inc.
-0.13%
-$21.32 
SCMB Schwab Municipal Bond ETF
-0.12%
-$44.4 
WM Waste Management, Inc.
-0.11%
-$13 
USMV iShares MSCI USA Min Vol Factor ETF
-0.1%
-$43.5 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$42.15 
NVT nVent Electric plc
-0.09%
-$9.1 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.09%
-$15.36 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.08%
-$80.24 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.08%
-$49.5 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.07%
-$81.86 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$60.25 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.07%
-$64.62 
AVSF Avantis Short-Term Fixed Income ETF
-0.05%
-$119.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$271.34 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$414.49 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$6,204.62 
INGR Ingredion Inc.
-0.04%
-$1 
NMAY Innovator Growth-100 Power Buffer ETF May
-0.03%
-$1.56 
META Meta Platforms Inc Class A
-0.03%
-$38.56 
RJF Raymond James Financial Inc.
-0.02%
-$1.16 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$158.76 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.02%
-$143.5 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$38.2 
TGT Target Corporation
-0.01%
-$0.6 Events
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Dividends
Dividend Analysis
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| Trades 1619 | Longs Won 1144/1619 70% | Profit Factor 64.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $610,305.72 |
| Average Win $98,105.7 | Best Trade (Jul 22) $18.68M | Sharpe Ratio -35.39 |
| Average Loss -$3,690.07 | Worst Trade (Mar 31) -$1.05M | Z-Score 11.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 4d | Expectancy $68,239.74 |
| 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 | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
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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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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 - $18.93M, iShares Core S&P 500 ETF - $3.29M, SPDR Portfolio Developed World ex-US ETF - $1.86M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $1.51M, and SPDR Portfolio S&P 500 Growth ETF - $1.45M. 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 - $8,240.58, Merck & Co., Inc - $7,602.54, 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 $13.79M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $2.69M, SPDR Portfolio Developed World ex-US ETF - $1.81M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $1.52M, Vanguard Real Estate ETF - $855,950.08, and iShares 0-3 Month Treasury Bond ETF - $746,731.8. 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jeffrey D. Munjack's strategy?
Jeffrey D. Munjack'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.
