Jon Borer Portfolio
Invests via Capitolis Liquid Global Markets LLC | Managed by Jon Borer
Invests via Capitolis Liquid Global Markets LLC
Managed by Jon Borer
Automatically Tracked
Veteran private-equity investor and operating executive focused on middle-market transactions and hands-on value creation. Jon Borer is known for leading portfolio growth initiatives, M&A execution and operational turnarounds across software, industrial and services businesses. Has chaired investment committees, served as CEO and board director, and partners with management teams to drive EBITDA expansion, strategic acquisitions and exit preparation. Market relevance centers on buyouts, growth equity and operational transformation where governance, KPIs and cash-flow improvement are prioritized.
Veteran private-equity investor and operating executive focused on middle-market transactions and hands-on value creation. Jon Borer is known for leading portfolio growth initiatives, M&A execution and operational turnarounds across software, industrial and services businesses. Has chaired investment committees, served as CEO and board director, and partners with management teams to drive EBITDA expansion, strategic acquisitions and exit preparation. Market relevance centers on buyouts, growth equity and operational transformation where governance, KPIs and cash-flow improvement are prioritized.
Investment Philosophy & Strategy
Focuses on pragmatic, hands-on private equity investing in middle-market buyouts and growth equity where operational improvement drives value. Investment decisions prioritize companies with clear cash-flow upside, measurable KPIs and opportunities for commercial M&A to accelerate scale. Capital allocation emphasizes control or strong governance, phased value-creation plans, and alignment with management through incentives and board engagement. Typical horizon is medium term (3–7 years) with disciplined downside protection, active cost and working-capital management, and sector bias toward software, industrials and services where operational playbooks and roll-up strategies can be executed.
Focuses on pragmatic, hands-on private equity investing in middle-market buyouts and growth equity where operational improvement drives value. Investment decisions prioritize companies with clear cash-flow upside, measurable KPIs and opportunities for commercial M&A to accelerate scale. Capital allocation emphasizes control or strong governance, phased value-creation plans, and alignment with management through incentives and board engagement. Typical horizon is medium term (3–7 years) with disciplined downside protection, active cost and working-capital management, and sector bias toward software, industrials and services where operational playbooks and roll-up strategies can be executed.
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:
98.28%
Gain +0.13%
Monthly
2.16%
Yearly
29.28%
Drawdown
27.87%
$23.21B
Equity
Holdings
$23.21B
Investment
$20.46B
$5.31B
Profit +$21.55M
Realized
$2.56B
Unrealized
$2.74B
Dividends
$341.62M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$21.55M
Win %
66%
This Week
Compared To Last Week
Gain
0.09%
Profit
$21.55M
Win %
66%
This Month
Compared to last month
Gain
2.71%
Profit
$611.58M
Win %
66%
This Year
Compared to last year
Gain
1.06%
Profit
$244.21M
Win %
61%
SNDK SanDisk Corporation
+13.67%
+$5.84M 
PLTR Palantir Technologies Inc.
+4.66%
+$25.88M 
MU Micron Technology, Inc.
+4.23%
+$31.09M 
TSLA Tesla, Inc.
+3.8%
+$20.22M 
INTC Intel Corporation
+3.58%
+$6.05M 
LRCX Lam Research Corporation
+3.34%
+$2.88M 
CMCSA Comcast Corp
+2.79%
+$346,482.84 
META Meta Platforms Inc Class A
+2.79%
+$27.42M 
EQR Equity Residential
+2.41%
+$217,000 
CCI Crown Castle Inc.
+2.38%
+$221,819.84 
MRVL Marvell Technology, Inc.
+2.35%
+$571,199.78 
PYPL PayPal Holdings Inc
+2.35%
+$2.17M 
WOR Worthington Enterprises Inc.
+2.21%
+$45,990 
ORCL Oracle Corporation
+1.92%
+$764,106 
JEF Jefferies Financial Group Inc.
+1.9%
+$20,176 
BLK BlackRock, Inc.
+1.89%
+$109,649.85 
EIX Edison International
+1.84%
+$237,354.24 
RGA Reinsurance Group of America, Inc.
+1.75%
+$83,927.36 
BGC BGC Group, Inc.
+1.67%
+$137,196 
BMY Bristol-Myers Squibb Company
+1.49%
+$228,095 
MO Altria Group, Inc.
+1.09%
+$630,000 
WRB W.R. Berkley Corporation
+1.06%
+$227,920 
QCOM QUALCOMM Incorporated
+1.05%
+$1.56M 
MTH Meritage Homes Corporation
+1%
+$53,874 
AAPL Apple Inc.
+1%
+$7.93M 
GOOGL Alphabet Inc
+0.82%
+$5.41M 
TJX The TJX Companies, Inc.
+0.79%
+$641,311.2 
ACGL Arch Capital Group Ltd
+0.76%
+$84,360 
PGR Progressive Corporation
+0.72%
+$594,000 
SCHW Charles Schwab Corporation
+0.66%
+$1.02M 
EQIX Equinix, Inc.
+0.43%
+$32,269.72 
SHW The Sherwin-Williams Company
+0.37%
+$55,458.94 
IEF iShares 7-10 Year Treasury Bond ETF
+0.37%
+$36,720 
PLD Prologis Inc.
+0.34%
+$301,926.72 
VIRT Virtu Financial, Inc.
+0.19%
+$12,496 
ORA Ormat Technologies Inc.
+0.11%
+$2,880 
PEN Penumbra Inc.
+0.05%
+$14,676.96 
A Agilent Technologies Inc.
0%
-$0.27 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
+$9.4 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.44 
ADSK Autodesk, Inc.
0%
+$0.09 
AFL Aflac Inc.
0%
$0 
AGO Assured Guaranty Ltd.
0%
$0 
AIG American International Group Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
+$0.14 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$1.3 
AMP Ameriprise Financial, Inc.
0%
-$0.85 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ARQT Arcutis Biotherapeutics Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$17.34 
AVPT AvePoint, Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AXTA Axalta Coating Systems Ltd.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$5.75 
BKR Baker Hughes Company
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
+$1.01 
BWXT Bwx Technologies Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CAVA Cava Group Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDW CDW Corporation
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CELC Celcuity Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CEVA Ceva Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
-$1.46 
CMS CMS Energy Corporation
0%
+$0.18 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
+$0.86 
COR Cencora, Inc.
0%
-$0.18 
CPRT Copart Inc.
0%
$0 
CRM Salesforce Inc
0%
-$1.61 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
-$1.44 
CVX Chevron Corporation
0%
-$5.87 
CVS CVS Health Corporation
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DE Deere & Company
0%
$0 
DHR Danaher Corporation
0%
+$1.44 
DOCU DocuSign Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DTE DTE Energy Company
0%
+$0.9 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EAT Brinker International Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.76 
EG Everest Group, Ltd.
0%
-$0.77 
ELV Elevance Health, Inc.
0%
-$6.14 
ENS EnerSys
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ERIE Erie Indemnity Company
0%
-$0.45 
ESNT Essent Group Ltd.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EVH Evolent Health Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
-$0.15 
FANG Diamondback Energy Inc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$3.11 
FIS Fidelity National Information Services, Inc.
0%
$0 
GDDY Godaddy Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.34 
GEO The Geo Group, Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$17.38 
GTLS Chart Industries Inc.
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HCI HCI Group, Inc.
0%
-$0.23 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
INBX Inhibrx Biosciences, Inc.
0%
$0 
INTU Intuit Inc.
0%
+$0.31 
ISRG Intuitive Surgical, Inc.
0%
+$1.38 
JBL Jabil Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$10.54 
JPM JPMorgan Chase & Co.
0%
+$16.11 
KEYS Keysight Technologies, Inc.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LIN Linde plc
0%
+$0.35 
LLY Eli Lilly and Company
0%
-$5.34 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
0%
$0 
LMT Lockheed Martin Corporation
0%
+$8.82 
LUMN Lumen Technologies Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$10.23 
MAR Marriott International Inc. - Class A
0%
+$0.15 
MCD McDonald's Corporation
0%
-$0.94 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MMM 3M Company
0%
$0 
MOMO Hello Group Inc. Sponsored ADR
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$26.79 
MSGNF Man Sang International Ltd.
0%
$0 
MSI Motorola Solutions, Inc.
0%
+$2.16 
MTSI MACOM Technology Solutions Holdings, Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
+$0.19 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NWSA News Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PCG PG&E Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$2.31 
PH Parker-Hannifin Corporation
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$1.08 
PPL PPL Corporation
0%
$0 
PSX Phillips 66
0%
$0 
QRVO Qorvo Inc.
0%
$0 
RERE Atrenew Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.75 
RJF Raymond James Financial Inc.
0%
+$8.26 
RLX Rlx Technology Inc. - ADR
0%
$0 
ROK Rockwell Automation, Inc.
0%
-$0.28 
ROIV Roivant Sciences Ltd
0%
$0 
RTX RTX Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SFNC Simmons First National Corporation
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SKYW SkyWest Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
-$0.38 
SO The Southern Company
0%
$0 
SRE Sempra
0%
$0 
STT State Street Corp
0%
$0 
STX Seagate Technology Holdings plc
0%
-$1.63 
SYK Stryker Corporation
0%
+$0.79 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
TCMD Tactile Systems Technology Inc.
0%
$0 
TER Teradyne, Inc.
0%
+$2.51 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$1.64 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TT Trane Technologies plc
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXT Textron Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNM Unum Group
0%
$0 
USB U.S. Bancorp
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VST Vistra Corp
0%
+$3.39 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.52 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WCC Wesco International Inc.
0%
-$1.13 
WD Walker & Dunlop Inc.
0%
$0 
WEAV Weave Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMG Warner Music Group Corp.
0%
$0 
WM Waste Management, Inc.
0%
-$0.2 
WMB The Williams Companies, Inc.
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
-$0.36 
WTW Willis Towers Watson Public Limited Company
0%
-$0.01 
WTRG Essential Utilities Inc.
0%
$0 
WYNN Wynn Resorts, Limited
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
+$2.11 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ARGT GLOBAL X MSCI ARGENTINA ETF
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$1.23 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
-$0.67 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
URTH iShares MSCI World ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
GEV GE Vernova Inc.
0%
-$0.18 
GPCR Structure Therapeutics Inc.
0%
$0 
BOW Bowhead Specialty Holdings Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
-$0.03 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MOG-A Moog Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$1.58 G200
G2004J103
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
-$1.55 
HONA Honeywell Aerospace Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$4.9M 
ANET Arista Networks, Inc.
-3.27%
-$1.2M 
NEM Newmont Corporation
-3.1%
-$903,407.85 
JOYY JOYY Inc. American Depositary Shares
-2.68%
-$1.18M 
MCK McKesson Corporation
-2.51%
-$220,025.12 
AMAT Applied Materials, Inc.
-2.48%
-$4.57M 
TAL Tal Education Group
-2.27%
-$1.31M 
COP ConocoPhillips
-2.18%
-$581,267.42 
UNH UnitedHealth Group Incorporated
-1.61%
-$4.25M 
ROST Ross Stores, Inc.
-1.32%
-$425,397 
GE General Electric Company
-1.28%
-$1.39M 
ACN Accenture plc Class A
-0.92%
-$594,000 
BDX Becton, Dickinson and Company
-0.88%
-$112,700 
BA Boeing Company
-0.38%
-$126,239.61 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
-0.36%
-$24,320 
WMT Walmart Inc.
-0.25%
-$417,800.95 
STE STERIS plc
-0.22%
-$749.43 
WBS Webster Financial Corporation
-0.06%
-$121,038.05 
JHG Janus Henderson Group plc
-0.04%
-$3,020 
TMHC Taylor Morrison Home Corporation
-0.03%
-$920 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$5,475.52 
PDD PDD Holdings Inc. American Depositary Shares
-0.01%
-$60.01 
FIVE Five Below, Inc.
0%
-$608.78 
JAZZ Jazz Pharmaceuticals plc
0%
-$140 
COST Costco Wholesale Corporation
0%
-$1,902.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1868 | Longs Won 1145/1868 61% | Profit Factor 3.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.97M |
| Average Win $6.55M | Best Trade (Aug 28) $464.06M | Sharpe Ratio -8.65 |
| Average Loss -$3.03M | Worst Trade (Aug 25) -$136.62M | Z-Score -2.04 (99.54%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $2.84M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 27,303 | $3.11M | $4.05M | - | $935,400.72 | 30.06% | 0.0 |
| AAPL Apple Inc. | 2.63M | $607.67M | $803.75M | - | $196.08M | 32.27% | +0.996% |
| ABBV AbbVie Inc. | 417,193 | $84.58M | $103.78M | - | $19.2M | 22.7% | 0.0 |
| ABNB Airbnb, Inc. | 107,451 | $14.39M | $19.35M | - | $4.96M | 34.5% | 0.0 |
| ABT Abbott Laboratories | 620,177 | $57.56M | $68.78M | - | $11.22M | 19.49% | 0.0 |
| ACGL Arch Capital Group Ltd | 114,000 | $11.06M | $11.18M | - | $110,580 | 1% | +0.761% |
| ACN Accenture plc Class A | 360,000 | $47.33M | $64.26M | - | $16.93M | 35.77% | -0.916% |
| ACWI iShares MSCI ACWI ETF | 211,200 | $29.22M | $34.14M | - | $4.92M | 16.82% | 0.0 |
| ADBE Adobe Inc. | 88,101 | $22.39M | $22.8M | - | $407,906.92 | 1.82% | 0.0 |
| ADI Analog Devices, Inc. | 939,645 | $312.46M | $361.23M | - | $48.77M | 15.61% | 0.0 |
| ADP Automatic Data Processing Inc. | 44,061 | $11.33M | $11.87M | - | $533,138 | 4.7% | 0.0 |
| ADSK Autodesk, Inc. | 9,400 | $2.25M | $2.35M | - | $95,034 | 4.22% | 0.0 |
| AFL Aflac Inc. | 145,000 | $17M | $17.51M | - | $504,600 | 2.97% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 166,500 | $16.53M | $16.22M | - | -$306,080 | -1.85% | 0.0 |
| AGO Assured Guaranty Ltd. | 86,900 | $7.47M | $6.5M | - | -$973,856 | -13.04% | 0.0 |
| AIG American International Group Inc. | 135,497 | $10.1M | $10.32M | - | $218,150.58 | 2.16% | 0.0 |
| AKAM Akamai Technologies Inc. | 3,800 | $449,730 | $466,564 | - | $16,834 | 3.74% | 0.0 |
| ALL Allstate Corporation | 94,000 | $22.37M | $24.05M | - | $1.68M | 7.52% | 0.0 |
| AMAT Applied Materials, Inc. | 335,830 | $176.11M | $179.51M | - | $3.4M | 1.93% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 847,327 | $372.95M | $409.2M | - | $36.25M | 9.72% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Jon Borer?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $320.8M, Apple Inc - $250.99M, Alphabet Inc - $218.79M, NVIDIA Corporation - $212.39M, and Meta Platforms Inc Class A - $143.44M. 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: Fiserv, Inc - $114.55M, UnitedHealth Group Incorporated - $47.39M, Intuitive Surgical, Inc - $45.43M, CoStar Group, Inc - $31.85M, and Salesforce Inc - $30.41M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jon Borer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $341.62M earned over time. The largest contributors to dividend income include Cisco Systems, Inc - $14.7M, Bank of America Corporation - $13.36M, PepsiCo, Inc - $11.31M, JPMorgan Chase & Co - $11.23M, and Microsoft Corp - $10.99M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jon Borer's monthly returns?
Jon Borer'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 Jon Borer's strategy be considered aggressive or moderate?
Jon Borer'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 Jon Borer's strategy?
Jon Borer'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.
