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:
71.31%
Gain +3.34%
Monthly
0.84%
Yearly
10.63%
Drawdown
17.82%
$328.1M
Equity
Holdings
$328.1M
Investment
$259.64M
$71.53M
Profit +$5.77M
Realized
$3.06M
Unrealized
$68.46M
Dividends
$19.18M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.34%
Profit
$5.77M
Win %
80%
This Week
Compared To Last Week
Gain
2.03%
Profit
$6.51M
Win %
80%
This Month
Compared to last month
Gain
2.03%
Profit
$6.51M
Win %
80%
This Year
Compared to last year
Gain
1.9%
Profit
$6.14M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$287,701.84 
GOOG Alphabet Inc
+6.88%
+$76,329.31 
GOOGL Alphabet Inc
+6.73%
+$149,358.09 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$46,253.65 
META Meta Platforms Inc Class A
+3.28%
+$12,764.95 
MSFT Microsoft Corp.
+3.02%
+$104,206.54 
NVDA NVIDIA Corporation
+2.93%
+$45,457.37 
CVX Chevron Corporation
+2.35%
+$11,218.64 
ORLY O'Reilly Automotive Inc.
+2.28%
+$6,539.14 
CSCO Cisco Systems, Inc.
+2.14%
+$7,277.85 
OKE ONEOK, Inc.
+1.95%
+$6,862.56 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$13,542.28 
ITT Itt Inc.
+1.54%
+$3,278 
VZ Verizon Communications Inc.
+1.52%
+$5,817 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$6,044.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$34,440.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$23,159.04 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,647.85 
SSO ProShares Ultra S&P500
+1.35%
+$5,696.01 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$6,537.62 
WFC Wells Fargo & Company
+1.19%
+$3,038.58 
VUG Vanguard Growth ETF
+1.1%
+$16,165.26 
ILCG iShares Morningstar Growth ETF
+1.01%
+$6,507.2 
XLE Energy Select Sector SPDR Fund
+1%
+$2,748.22 
CHY Calamos Convertible and High Income Fund
+0.96%
+$2,773.56 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$8,866.54 
IBM International Business Machines Corporation
+0.86%
+$2,009.3 
MCD McDonald's Corporation
+0.82%
+$7,722.04 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$8,787 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$20,463.3 
SHLD Global X Defense Tech ETF
+0.77%
+$4,811.04 
TSLA Tesla, Inc.
+0.76%
+$2,083.86 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,252.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,880.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$248,017.65 
VOO Vanguard S&P 500 ETF
+0.71%
+$181,250.33 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$7,633.63 
CAT Caterpillar Inc.
+0.7%
+$3,844.25 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,576.25 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,796.8 
HSIC Henry Schein, Inc.
+0.68%
+$2,287.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$131,143.43 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$3,766.36 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$13,684.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,651.29 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$5,136.78 
SYY Sysco Corporation
+0.63%
+$2,718.37 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$85,412.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,954.62 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,380.4 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.47%
+$1,099.09 
IYW iShares U.S. Technology ETF
+0.46%
+$6,163.46 
PFE Pfizer Inc.
+0.4%
+$1,067.9 
RTX RTX Corporation
+0.39%
+$1,974.84 
AVGO Broadcom Inc.
+0.37%
+$8,134.56 
PG Procter & Gamble Co
+0.37%
+$1,544.95 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,353.08 
BAC Bank of America Corporation
+0.36%
+$2,197.8 
AZO AutoZone Inc.
+0.32%
+$2,342.54 
MRK Merck & Co., Inc.
+0.32%
+$2,016.84 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,657.63 
JPM JPMorgan Chase & Co.
+0.27%
+$2,368.8 
BSRR Sierra Bancorp
+0.25%
+$1,232 
SO The Southern Company
+0.21%
+$740.4 
JNJ Johnson & Johnson
+0.21%
+$854.89 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,531.24 
USB U.S. Bancorp
+0.17%
+$515.12 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$849.96 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$227.61 
AFL Aflac Inc.
+0.09%
+$1,151.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$401.4 
WMT Walmart Inc.
+0.09%
+$621.51 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$174.51 
AEP American Electric Power Company, Inc.
+0.06%
+$312.83 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$243.97 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$335,335.52 
MU Micron Technology, Inc.
-5.9%
-$13,940.08 
QCOM QUALCOMM Incorporated
-2.63%
-$27,738.55 
ABBV AbbVie Inc.
-2.51%
-$14,014.02 
SATS EchoStar Corporation
-2.37%
-$4,502.29 
XLB Materials Select Sector SPDR Fund
-2.34%
-$6,588.45 
BA Boeing Company
-2.15%
-$4,274.47 
NFLX Netflix, Inc.
-2%
-$4,495.34 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,797.65 
PHYS Sprott Physical Gold Trust
-1.61%
-$9,175 
GLD SPDR Gold Shares
-1.49%
-$10,110.36 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,300.66 
SRE Sempra
-1.15%
-$22,528.16 
NEE NextEra Energy, Inc.
-1.15%
-$5,891.33 
MCK McKesson Corporation
-1.08%
-$5,042.13 
INTC Intel Corporation
-1.02%
-$4,766.25 
KO The Coca-Cola Company
-1.02%
-$2,703.6 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$2,167.83 
UPS United Parcel Service, Inc.
-1%
-$3,163.65 
PPL PPL Corporation
-0.98%
-$3,806.95 
XOM Exxon Mobil Corporation
-0.97%
-$5,644.17 
JEF Jefferies Financial Group Inc.
-0.89%
-$2,584.75 
CVS CVS Health Corporation
-0.75%
-$4,088.25 
VPU Vanguard Utilities ETF
-0.71%
-$1,547.68 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$13,944.25 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,377.02 
DUK Duke Energy Corporation
-0.67%
-$1,693.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,348.1 
WPC W. P. Carey Inc.
-0.65%
-$2,157.13 
AMGN Amgen Inc.
-0.64%
-$13,967.42 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,107.35 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,845.92 
PM Philip Morris International Inc.
-0.61%
-$3,413.71 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,364.17 
SBUX Starbucks Corporation
-0.57%
-$3,794.4 
LLY Eli Lilly and Company
-0.53%
-$1,035.97 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,550.15 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$3,405.34 
DVY iShares Select Dividend ETF
-0.45%
-$4,966.42 
SDOG ALPS Sector Dividend Dogs ETF
-0.45%
-$1,256 
TRV The Travelers Companies, Inc.
-0.43%
-$1,799.52 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$620.9 
VGT Vanguard Information Technology ETF
-0.38%
-$1,602.61 
FDX FedEx Corporation
-0.37%
-$2,436.85 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,615.18 
VXF Vanguard Extended Market ETF
-0.3%
-$1,224.75 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,268.64 
VTV Vanguard Value ETF
-0.27%
-$1,590.02 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$770.45 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$952.66 
COST Costco Wholesale Corporation
-0.24%
-$3,755.11 
SYSB iShares Systematic Bond ETF
-0.22%
-$435.48 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$12,906.74 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$747.45 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,002.46 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,094.85 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,529.47 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$21,360.36 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$420 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.1%
-$497.39 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.1%
-$655.15 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,509.18 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$13,235.14 
BINC iShares Flexible Income Active ETF
-0.08%
-$758.06 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$309.92 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$4,072.66 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
-0.06%
-$296.4 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$127 
VO Vanguard Mid-Cap ETF
-0.05%
-$166.96 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$8,416.94 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$1,189.1 
V Visa Inc. Class A
-0.04%
-$131.45 
IBID iShares iBonds Oct 2027 Term TIPS ETF
-0.02%
-$94.4 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.02%
-$94.66 
TGT Target Corporation
-0.01%
-$48.25 Events
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Dividends
Dividend Analysis
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| Trades 2237 | Longs Won 1392/2237 62% | Profit Factor 7.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,630.85 |
| Average Win $59,405.39 | Best Trade (Aug 10) $12.2M | Sharpe Ratio -10.16 |
| Average Loss -$13,214.37 | Worst Trade (Dec 31) -$405,651.52 | Z-Score 2.96 (99.7%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2d | Expectancy $31,974.14 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $1.53M, SPDR Dow Jones Industrial Average ETF Trust - $1.35M, iShares iBonds Dec 2026 Term Treasury ETF - $1.2M, and iShares Treasury Floating Rate Bond ETF - $1.17M. 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 - $374,528.14, 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 $19.18M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.86M, iShares iBonds Dec 2026 Term Treasury ETF - $1.2M, iShares Treasury Floating Rate Bond ETF - $1.17M, iShares iBonds Dec 2027 Term - $1.15M, and SPDR Dow Jones Industrial Average ETF Trust - $1.12M. 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.
