TJ
Taylor Jobe Portfolio
Invests via MKT Advisors LLC | Managed by Taylor Jobe
Invests via MKT Advisors LLC
Managed by Taylor Jobe
Automatically Tracked
Taylor Jobe Profile
With a solid background in technology-driven ventures, Taylor Jobe has established himself as a pivotal player in the innovation landscape. As an entrepreneur, he co-founded multiple startups that integrate cutting-edge technology into consumer solutions, driving both market growth and operational efficiency. His expertise lies not only in business development but also in cultivating strategic partnerships that enhance product offerings. Known for his ability to navigate competitive environments and identify emerging trends, he is frequently sought after for insights on tech entrepreneurship and venture scaling. Jobe’s leadership fosters creativity within teams while aligning project objectives with broader market opportunities.
With a solid background in technology-driven ventures, Taylor Jobe has established himself as a pivotal player in the innovation landscape. As an entrepreneur, he co-founded multiple startups that integrate cutting-edge technology into consumer solutions, driving both market growth and operational efficiency. His expertise lies not only in business development but also in cultivating strategic partnerships that enhance product offerings. Known for his ability to navigate competitive environments and identify emerging trends, he is frequently sought after for insights on tech entrepreneurship and venture scaling. Jobe’s leadership fosters creativity within teams while aligning project objectives with broader market opportunities.
Investment Philosophy & Strategy
Capitalizing on the intersection of technology and consumer needs, Taylor Jobe embraces a forward-thinking investment approach that prioritizes innovation-driven opportunities. His extensive entrepreneurial experience equips him to identify scalable ventures poised for growth in dynamic markets. Focused on forging strategic alliances, he enhances value creation within his portfolio by integrating complementary technologies and expanding market reach. This mindset not only guides his investments but also shapes the operational strategies of emerging companies under his influence. By harnessing insights from evolving trends, he effectively positions startups to capitalize on untapped consumer demand.
Capitalizing on the intersection of technology and consumer needs, Taylor Jobe embraces a forward-thinking investment approach that prioritizes innovation-driven opportunities. His extensive entrepreneurial experience equips him to identify scalable ventures poised for growth in dynamic markets. Focused on forging strategic alliances, he enhances value creation within his portfolio by integrating complementary technologies and expanding market reach. This mindset not only guides his investments but also shapes the operational strategies of emerging companies under his influence. By harnessing insights from evolving trends, he effectively positions startups to capitalize on untapped consumer demand.
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:
29.87%
Gain 0%
Monthly
0.34%
Yearly
4.19%
Drawdown
15.47%
$318.58M
Equity
Holdings
$318.58M
Investment
$253.93M
$64.84M
Profit +$2,147.45
Realized
$185,806.96
Unrealized
$64.65M
Dividends
$17.95M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
$2,147.45
Win %
82%
This Week
Compared To Last Week
Gain
0.001%
Profit
$2,147.45
Win %
82%
This Month
Compared to last month
Gain
-1.04%
Profit
-$3.34M
Win %
82%
This Year
Compared to last year
Gain
2.89%
Profit
$9.76M
Win %
81%
INTC Intel Corporation
+6.51%
+$40,294.95 
QCOM QUALCOMM Incorporated
+4.32%
+$64,263.36 
JEF Jefferies Financial Group Inc.
+3.32%
+$10,444.5 
CME CME Group Inc.
+2.8%
+$5,512.5 
T AT&T Inc.
+2.52%
+$5,487.38 
VZ Verizon Communications Inc.
+2.49%
+$11,436.75 
JPM JPMorgan Chase & Co.
+2.31%
+$17,995.47 
USB U.S. Bancorp
+2.27%
+$6,134.73 
ITT Itt Inc.
+2.23%
+$4,543 
PM Philip Morris International Inc.
+1.95%
+$11,634.88 
TGT Target Corporation
+1.95%
+$6,254.85 
XLB Materials Select Sector SPDR Fund
+1.87%
+$5,227.2 
TSLA Tesla, Inc.
+1.82%
+$6,464.64 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$4,386.15 
WFC Wells Fargo & Company
+1.63%
+$4,294.7 
BX Blackstone Inc.
+1.58%
+$4,650.85 
BAC Bank of America Corporation
+1.56%
+$8,515.72 
OKE ONEOK, Inc.
+1.56%
+$6,204.96 
WPC W. P. Carey Inc.
+1.5%
+$7,079.45 
CVS CVS Health Corporation
+1.47%
+$7,630.88 
CAT Caterpillar Inc.
+1.44%
+$8,695.68 
XLF Financial Select Sector SPDR Fund
+1.37%
+$18,514.8 
NEE NextEra Energy, Inc.
+1.35%
+$7,234.65 
ABBV AbbVie Inc.
+1.32%
+$8,024.56 
HSIC Henry Schein, Inc.
+1.28%
+$4,060.26 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$13,649.6 
SDOG ALPS Sector Dividend Dogs ETF
+1.26%
+$3,414.75 
DVY iShares Select Dividend ETF
+1.19%
+$13,358.52 
AFL Aflac Inc.
+1.16%
+$12,847.95 
VPU Vanguard Utilities ETF
+1.15%
+$3,171.12 
AZO AutoZone Inc.
+1.12%
+$8,531.28 
PPL PPL Corporation
+1.11%
+$5,688.79 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$2,467.21 
BSRR Sierra Bancorp
+1.07%
+$5,297.6 
JNJ Johnson & Johnson
+1.07%
+$4,676.14 
V Visa Inc. Class A
+1.05%
+$3,206.4 
SSO ProShares Ultra S&P500
+1.03%
+$4,352 
ORLY O'Reilly Automotive Inc.
+1.02%
+$3,012.08 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,434.19 
VTV Vanguard Value ETF
+0.94%
+$5,010.92 
VNQ Vanguard Real Estate ETF
+0.92%
+$2,154.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$5,622.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$3,234 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$53,649.44 
PG Procter & Gamble Co
+0.86%
+$3,750.31 
CHY Calamos Convertible and High Income Fund
+0.85%
+$3,414.62 
QDF FlexShares Quality Dividend Index Fund
+0.84%
+$2,220 
SDY SPDR S&P Dividend ETF
+0.83%
+$6,618.75 
SRE Sempra
+0.82%
+$15,599.25 
SO The Southern Company
+0.78%
+$3,368.95 
FE FirstEnergy Corp.
+0.77%
+$1,472.04 
VDE Vanguard Energy ETF
+0.77%
+$1,613.23 
CVX Chevron Corporation
+0.75%
+$4,090.8 
XLE Energy Select Sector SPDR Fund
+0.75%
+$3,015.59 
SBUX Starbucks Corporation
+0.74%
+$4,998.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$114,755.75 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$10,255.44 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$7,031.04 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$14,993.16 
COST Costco Wholesale Corporation
+0.68%
+$11,814.84 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$4,451.15 
DUK Duke Energy Corporation
+0.63%
+$1,731.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,116.5 
IYW iShares U.S. Technology ETF
+0.61%
+$9,054.58 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$13,866.92 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$6,240.77 
AEP American Electric Power Company, Inc.
+0.58%
+$3,861 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,556.84 
VGT Vanguard Information Technology ETF
+0.58%
+$3,012.32 
SUSL iShares ESG MSCI USA Leaders ETF
+0.57%
+$2,345.93 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$14,784.66 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.57%
+$1,300.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$3,114.72 
IVV iShares Core S&P 500 ETF
+0.55%
+$11,828.34 
VOO Vanguard S&P 500 ETF
+0.55%
+$140,884.98 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$6,330.06 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$195,210.26 
GOOGL Alphabet Inc
+0.53%
+$13,601.11 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$12,341.25 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,369.9 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$5,177.64 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,216.74 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$8,120.48 
GOOG Alphabet Inc
+0.45%
+$5,942.36 
WMT Walmart Inc.
+0.45%
+$3,831.84 
VXF Vanguard Extended Market ETF
+0.44%
+$1,811.25 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,828.61 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.43%
+$1,146.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$10,545.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,365.74 
MGC Vanguard Mega Cap ETF
+0.38%
+$4,617.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$6,031 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$966.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,185.84 
AMGN Amgen Inc.
+0.32%
+$6,439.86 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$2,091.24 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$870.33 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,327.61 
XOM Exxon Mobil Corporation
+0.28%
+$1,599.35 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$4,049.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$41,703.64 
GARP iShares MSCI USA Quality GARP ETF
+0.21%
+$1,195.1 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$2,429.5 
PHYS Sprott Physical Gold Trust
+0.19%
+$1,842.6 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$601.56 
TRV The Travelers Companies, Inc.
+0.18%
+$649.04 
VUG Vanguard Growth ETF
+0.18%
+$2,146.5 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$382.5 
NVDA NVIDIA Corporation
+0.16%
+$2,496.64 
PFE Pfizer Inc.
+0.15%
+$640.6 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,204.91 
KO The Coca-Cola Company
+0.11%
+$284.13 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$653.22 
MSFT Microsoft Corp.
+0.1%
+$3,305.6 
FDX FedEx Corporation
+0.09%
+$655.65 
GLD SPDR Gold Shares
+0.06%
+$395.78 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$7,776.51 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$99.72 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$146.24 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$4,251.65 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$250.1 
MCD McDonald's Corporation
+0.01%
+$146.52 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.01%
+$55 
IBID iShares iBonds Oct 2027 Term TIPS ETF
+0.01%
+$34.9 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
SATS EchoStar Corporation Class A Common Stock
-10.96%
-$31,008.35 
SHLD Global X Defense Tech ETF
-2.04%
-$8,815.24 
AAPL Apple Inc.
-1.52%
-$61,006.5 
MRK Merck & Co., Inc.
-1.42%
-$8,411.49 
AMZN Amazon.com Inc
-1.23%
-$24,067.76 
BA Boeing Company
-1.16%
-$2,995.38 
NFLX Netflix, Inc.
-1.14%
-$2,826.27 
IBM International Business Machines Corporation
-0.95%
-$2,730.06 
AVGO Broadcom Inc.
-0.91%
-$22,099 
CSCO Cisco Systems, Inc.
-0.6%
-$2,394.4 
SYY Sysco Corporation
-0.56%
-$2,317.05 
UPS United Parcel Service, Inc.
-0.51%
-$1,657.15 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.48%
-$1,732.98 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$3,834.26 
NAC Nuveen California Quality Municipal Income Fund
-0.41%
-$1,145.05 
MCK McKesson Corporation
-0.4%
-$1,692.46 
RTX RTX Corporation
-0.37%
-$1,665.32 
JPC Nuveen Preferred & Income Opportunities Fund
-0.26%
-$214 
META Meta Platforms Inc Class A
-0.26%
-$1,033.85 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,895.01 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$364.95 
VHT Vanguard Health Care ETF
-0.12%
-$263.16 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$13,446.82 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$106.38 
EPD Enterprise Products Partners L.P.
-0.08%
-$195.75 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.08%
-$350.12 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.04%
-$249.31 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$1,098.24 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.03%
-$1,469.63 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.02%
-$3,062.39 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$4,020.66 Events
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Dividends
Dividend Analysis
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| Trades 2112 | Longs Won 1304/2112 61% | Profit Factor 7.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305,073.13 |
| Average Win $57,407.68 | Best Trade (Jun 12) $11.6M | Sharpe Ratio -8.93 |
| Average Loss -$12,402.42 | Worst Trade (Dec 31) -$405,651.52 | Z-Score 4.69 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w | Expectancy $30,700.03 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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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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