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:
77.37%
Gain +0.07%
Monthly
0.79%
Yearly
9.91%
Drawdown
17.82%
$325.34M
Equity
Holdings
$325.34M
Investment
$259.64M
$68.82M
Profit +$36,340.46
Realized
$3.12M
Unrealized
$65.71M
Dividends
$19.95M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$36,340.46
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$36,340.46
Win %
75%
This Month
Compared to last month
Gain
0.23%
Profit
$747,761.24
Win %
75%
This Year
Compared to last year
Gain
1.06%
Profit
$3.44M
Win %
75%
TSLA Tesla, Inc.
+5.45%
+$17,037.49 
AMD Advanced Micro Devices, Inc.
+3.05%
+$7,726.8 
QCOM QUALCOMM Incorporated
+2.86%
+$36,185.16 
AVGO Broadcom Inc.
+2.83%
+$55,021.26 
CSCO Cisco Systems, Inc.
+2.66%
+$8,655.55 
ITT Itt Inc.
+2.32%
+$5,159 
BAI iShares A.I. Innovation and Tech Active ETF
+2.3%
+$21,732.7 
CAT Caterpillar Inc.
+2.26%
+$12,671.82 
CVS CVS Health Corporation
+2.02%
+$8,926.87 
NVDA NVIDIA Corporation
+1.89%
+$34,749.76 
INTC Intel Corporation
+1.73%
+$10,660 
JEF Jefferies Financial Group Inc.
+1.61%
+$3,850.75 
NEE NextEra Energy, Inc.
+1.32%
+$5,891.33 
SSO ProShares Ultra S&P500
+1.29%
+$5,760 
GOOG Alphabet Inc
+1.21%
+$13,491.38 
VPL Vanguard FTSE Pacific ETF
+1.2%
+$2,734.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.2%
+$5,133.05 
AEP American Electric Power Company, Inc.
+1.19%
+$6,345.98 
VGT Vanguard Information Technology ETF
+1.16%
+$5,497.32 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.16%
+$4,036.27 
GOOGL Alphabet Inc
+1.14%
+$25,590.95 
ILCG iShares Morningstar Growth ETF
+1.11%
+$7,611.1 
IYW iShares U.S. Technology ETF
+1.11%
+$16,949.85 
XLK State Street Technology Select Sector SPDR ETF
+1.11%
+$74,725.2 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.09%
+$14,876.19 
IWF iShares Russell 1000 Growth ETF
+1.09%
+$4,989.07 
VXF Vanguard Extended Market ETF
+1.06%
+$4,260.75 
QQQ Invesco QQQ Trust, Series 1
+1.04%
+$23,823.86 
IEMG iShares Core MSCI Emerging Markets ETF
+1.02%
+$5,751.07 
XLB Materials Select Sector SPDR Fund
+0.99%
+$2,613.6 
VUG Vanguard Growth ETF
+0.97%
+$15,297.9 
IUSG iShares Core S&P U.S. Growth ETF
+0.96%
+$2,727.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.93%
+$15,921.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.92%
+$3,222.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.91%
+$23,097.76 
FDX FedEx Corporation
+0.87%
+$5,276.3 
AMZN Amazon.com Inc
+0.87%
+$17,144.1 
WPC W. P. Carey Inc.
+0.86%
+$2,471.7 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$8,362.8 
EFA iShares MSCI EAFE ETF
+0.78%
+$3,471.16 
BSRR Sierra Bancorp
+0.77%
+$3,696 
IEFA iShares Core MSCI EAFE ETF
+0.76%
+$2,433.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.72%
+$4,142.56 
SUSL iShares ESG MSCI USA Leaders ETF
+0.72%
+$3,089.94 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.72%
+$2,036.09 
CORO Ishares International Country Rotational Active ETF
+0.72%
+$14,502.02 
SRE Sempra
+0.7%
+$12,029.53 
PPL PPL Corporation
+0.7%
+$2,501.71 
SCHX Schwab U.S. Large-Cap ETF
+0.7%
+$1,825.11 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.69%
+$138,923.12 
CHY Calamos Convertible and High Income Fund
+0.69%
+$1,849.04 
GARP iShares MSCI USA Quality GARP ETF
+0.69%
+$4,272.65 
META Meta Platforms Inc Class A
+0.68%
+$3,581.12 
VPU Vanguard Utilities ETF
+0.68%
+$1,331.46 
SPY SPDR S&P 500 ETF Trust
+0.67%
+$237,333.95 
IVV iShares Core S&P 500 ETF
+0.66%
+$14,536.7 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.66%
+$1,526.98 
VOO Vanguard S&P 500 ETF
+0.65%
+$170,433.58 
THRO iShares U.S. Thematic Rotation Active ETF
+0.64%
+$6,533.24 
BLCR iShares Large Cap Core ACT ETF
+0.62%
+$3,115.57 
SO The Southern Company
+0.62%
+$1,906.53 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$1,066.08 
AAPL Apple Inc.
+0.6%
+$27,009.96 
ESGU iShares ESG Aware MSCI USA ETF
+0.6%
+$6,637.34 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.6%
+$16,023.15 
VO Vanguard Mid-Cap ETF
+0.59%
+$1,940.91 
VIG Vanguard Dividend Appreciation ETF
+0.56%
+$12,729.2 
PFF iShares Preferred and Income Securities ETF
+0.46%
+$1,024.24 
DUK Duke Energy Corporation
+0.46%
+$1,048.32 
QUAL iShares MSCI USA Quality Factor ETF
+0.45%
+$3,866.28 
MSFT Microsoft Corp.
+0.41%
+$16,258.45 
EFV iShares MSCI EAFE Value ETF
+0.41%
+$1,153.6 
IVE ISHARES S&P 500 VALUE ETF
+0.39%
+$4,005 
RSP Invesco S&P 500 Equal Weight ETF
+0.37%
+$2,278.43 
ABBV AbbVie Inc.
+0.36%
+$2,057.72 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.35%
+$5,438.43 
SDOG ALPS Sector Dividend Dogs ETF
+0.33%
+$883.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$50,609.34 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$4,662.36 
DVY iShares Select Dividend ETF
+0.28%
+$2,897.09 
QDF FlexShares Quality Dividend Index Fund
+0.27%
+$720 
USB U.S. Bancorp
+0.24%
+$655.62 
NAC Nuveen California Quality Municipal Income Fund
+0.24%
+$310.45 
SPMO Invesco S&P 500 Momentum ETF
+0.24%
+$1,455.48 
VTV Vanguard Value ETF
+0.2%
+$1,185.8 
COST Costco Wholesale Corporation
+0.2%
+$3,030.48 
XLC Communication Services Select Sector SPDR Fund
+0.13%
+$1,142.12 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.12%
+$363.36 
SDY SPDR S&P Dividend ETF
+0.12%
+$876.52 
PG Procter & Gamble Co
+0.1%
+$437.25 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.1%
+$177.09 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$401.4 
WMT Walmart Inc.
+0.07%
+$466.12 
UPS United Parcel Service, Inc.
+0.07%
+$195.84 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$162.04 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$8,095.77 
BINC iShares Flexible Income Active ETF
+0.04%
+$379.04 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.04%
+$197.6 
ORLY O'Reilly Automotive Inc.
+0.04%
+$98.58 
IALT iShares Systematic Alternatives Active ETF
+0.03%
+$212.49 
MRK Merck & Co., Inc.
+0.03%
+$196.76 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$4,561.87 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$243.97 
XOM Exxon Mobil Corporation
+0.01%
+$36.89 
IBTH iShares iBonds Dec 2027 Term
+0.01%
+$924.51 
SATS EchoStar Corporation
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
+$20.36 
MU Micron Technology, Inc.
-1.62%
-$4,808.7 
PFE Pfizer Inc.
-1.37%
-$4,111.41 
IBM International Business Machines Corporation
-1.21%
-$2,877.23 
NFLX Netflix, Inc.
-1.16%
-$2,432.41 
GLDM SPDR Gold MiniShares Trust
-1%
-$2,999.62 
HSIC Henry Schein, Inc.
-0.92%
-$3,076.32 
GLD SPDR Gold Shares
-0.91%
-$6,260.52 
MCK McKesson Corporation
-0.88%
-$4,284.72 
BMY Bristol-Myers Squibb Company
-0.88%
-$3,091.5 
PHYS Sprott Physical Gold Trust
-0.84%
-$4,862.75 
KO The Coca-Cola Company
-0.78%
-$2,027.7 
AMGN Amgen Inc.
-0.67%
-$15,262.72 
JPM JPMorgan Chase & Co.
-0.65%
-$5,493.57 
PM Philip Morris International Inc.
-0.59%
-$3,225.67 
BAC Bank of America Corporation
-0.57%
-$3,046.95 
JNJ Johnson & Johnson
-0.53%
-$2,201.74 
OKE ONEOK, Inc.
-0.46%
-$1,577.6 
CVX Chevron Corporation
-0.34%
-$1,762.22 
BA Boeing Company
-0.3%
-$520.84 
TGT Target Corporation
-0.28%
-$1,062.6 
LLY Eli Lilly and Company
-0.28%
-$540.8 
AZO AutoZone Inc.
-0.27%
-$1,805.33 
TRV The Travelers Companies, Inc.
-0.24%
-$954.96 
XLF Financial Select Sector SPDR Fund
-0.22%
-$3,018.36 
AFL Aflac Inc.
-0.22%
-$2,302.32 
MCD McDonald's Corporation
-0.18%
-$1,439.1 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.16%
-$970.6 
WFC Wells Fargo & Company
-0.14%
-$342.58 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.12%
-$578.45 
SBUX Starbucks Corporation
-0.12%
-$722.2 
XLE Energy Select Sector SPDR Fund
-0.1%
-$302.77 
STIP iShares 0-5 Year TIPS Bond ETF
-0.1%
-$254 
V Visa Inc. Class A
-0.1%
-$328.65 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$263.56 
XLP Consumer Staples Select Sector SPDR Fund
-0.08%
-$527.02 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.08%
-$274.06 
SYSB iShares Systematic Bond ETF
-0.06%
-$119.87 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.06%
-$283.98 
SYY Sysco Corporation
-0.06%
-$230.81 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.05%
-$7,120.12 
IBTI iShares iBonds Dec 2028 Term ETF
-0.05%
-$8,416.1 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$492.07 
VZ Verizon Communications Inc.
-0.03%
-$124.65 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$891.83 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.02%
-$3,308.78 
IBID iShares iBonds Oct 2027 Term TIPS ETF
-0.02%
-$94.4 
RTX RTX Corporation
-0.02%
-$70.52 Events
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Dividends
Dividend Analysis
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| Trades 2237 | Longs Won 1345/2237 60% | Profit Factor 6.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $315,165.06 |
| Average Win $60,323.26 | Best Trade (Aug 14) $12.39M | Sharpe Ratio -10.16 |
| Average Loss -$13,862.56 | Worst Trade (Oct 05) -$597,196.71 | Z-Score -0.09 (7.5%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 3d | Expectancy $30,766.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,676 | $2.52M | $4.54M | - | $2.02M | 80.22% | +0.598% |
| ABBV AbbVie Inc. | 2,166 | $297,402.6 | $565,066.08 | - | $267,663.48 | 90% | +0.365% |
| AEP American Electric Power Company, Inc. | 4,469 | $428,299.94 | $541,508.73 | - | $113,208.79 | 26.43% | +1.186% |
| AFL Aflac Inc. | 9,593 | $1.07M | $1.06M | - | -$7,549.69 | -0.7% | -0.216% |
| AMD Advanced Micro Devices, Inc. | 411 | $238,754 | $260,791.83 | - | $22,037.83 | 9.23% | +3.053% |
| AMGN Amgen Inc. | 5,632 | $1.28M | $2.28M | - | $1M | 78.63% | -0.665% |
| AMZN Amazon.com Inc | 7,974 | $1.2M | $2M | - | $798,332.2 | 66.63% | +0.866% |
| AVGO Broadcom Inc. | 5,649 | $673,463.26 | $2M | - | $1.32M | 196.41% | +2.834% |
| AZO AutoZone Inc. | 242 | $588,686.28 | $680,399.94 | - | $91,713.66 | 15.58% | -0.265% |
| BA Boeing Company | 898 | $163,934.35 | $172,146.6 | - | $8,212.25 | 5.01% | -0.302% |
| BAC Bank of America Corporation | 9,990 | $431,593.76 | $533,715.75 | - | $102,121.99 | 23.66% | -0.568% |
| BAI iShares A.I. Innovation and Tech Active ETF | 19,757 | $654,512.87 | $966,117.3 | - | $311,604.43 | 47.61% | +2.301% |
| BINC iShares Flexible Income Active ETF | 18,952 | $997,089.23 | $958,592.16 | - | -$38,497.07 | -3.86% | +0.04% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,983 | $382,196.1 | $362,438.5 | - | -$19,757.6 | -5.17% | -0.076% |
| BLCR iShares Large Cap Core ACT ETF | 10,215 | $511,362.91 | $507,532.27 | - | -$3,830.64 | -0.75% | +0.618% |
| BMY Bristol-Myers Squibb Company | 5,725 | $364,977.44 | $348,767 | - | -$16,210.44 | -4.44% | -0.879% |
| BND Vanguard Total Bond Market Index Fund | 4,055 | $343,661.25 | $283,951.37 | - | -$59,709.88 | -17.37% | -0.093% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 2,493 | $266,678.35 | $295,333.24 | - | $28,654.89 | 10.75% | +0.055% |
| BRK-B Berkshire Hathaway Inc. | 2,878 | $914,557.4 | $1.45M | - | $530,543.96 | 58.01% | +0.324% |
| BSRR Sierra Bancorp | 12,320 | $334,488 | $486,640 | - | $152,152 | 45.49% | +0.765% |
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FAQ
Which stocks have generated the highest profits for Taylor Jobe?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $3.3M, Vanguard S&P 500 ETF - $1.6M, SPDR Dow Jones Industrial Average ETF Trust - $1.36M, iShares Treasury Floating Rate Bond ETF - $1.31M, and iShares iBonds Dec 2026 Term Treasury ETF - $1.26M. 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: Pfizer Inc - $441,132.92, Target Corporation - $371,726.74, Industrial Logistics Properties Trust - $340,210.56, MKS Instruments Inc - $284,613.54, and Intel Corporation - $256,942.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Taylor Jobe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.95M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.86M, iShares Treasury Floating Rate Bond ETF - $1.32M, iShares iBonds Dec 2026 Term Treasury ETF - $1.26M, iShares iBonds Dec 2027 Term - $1.21M, and SPDR Dow Jones Industrial Average ETF Trust - $1.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Taylor Jobe's monthly returns?
Taylor Jobe'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 Taylor Jobe's strategy be considered aggressive or moderate?
Taylor Jobe'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 Taylor Jobe's strategy?
Taylor Jobe'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.
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