Jodi Greenlund Portfolio
Invests via Financial Council LLC | Managed by Jodi Greenlund, William M. Leeb, David R. Travis, Jeffrey Reynolds
Invests via Financial Council LLC
Managed by Jodi Greenlund, William M. Leeb, David R. Travis, Jeffrey Reynolds
Automatically Tracked
Jodi Greenlund Profile
Jodi Greenlund is a prominent operating executive known for her leadership in the technology sector, particularly within innovation-driven organizations. Her extensive career encompasses roles in strategic management and business development, positioning her as a key figure in scaling operations and enhancing corporate performance. With a focus on fostering cross-functional collaboration, she has successfully led teams to implement transformative initiatives that drive revenue growth and operational efficiency. As an advocate for leveraging technological advancements, Greenlund plays a critical role in bridging market needs with innovative solutions, making her an essential asset in today's competitive landscape.
Jodi Greenlund is a prominent operating executive known for her leadership in the technology sector, particularly within innovation-driven organizations. Her extensive career encompasses roles in strategic management and business development, positioning her as a key figure in scaling operations and enhancing corporate performance. With a focus on fostering cross-functional collaboration, she has successfully led teams to implement transformative initiatives that drive revenue growth and operational efficiency. As an advocate for leveraging technological advancements, Greenlund plays a critical role in bridging market needs with innovative solutions, making her an essential asset in today's competitive landscape.
Investment Philosophy & Strategy
Growth opportunities in technology markets motivate strategic initiatives driven by Jodi Greenlund's extensive operating expertise. Her approach emphasizes capital efficiency and innovation as critical drivers of corporate advancement. By aligning operational strategies with evolving market demands, she fosters competitive positioning that positions organizations for sustainable growth. The ability to execute transformational business models allows her teams to adapt quickly and capitalize on emerging trends. Ultimately, the commitment to leveraging cutting-edge solutions enhances revenue potential while ensuring alignment with customer needs.
Growth opportunities in technology markets motivate strategic initiatives driven by Jodi Greenlund's extensive operating expertise. Her approach emphasizes capital efficiency and innovation as critical drivers of corporate advancement. By aligning operational strategies with evolving market demands, she fosters competitive positioning that positions organizations for sustainable growth. The ability to execute transformational business models allows her teams to adapt quickly and capitalize on emerging trends. Ultimately, the commitment to leveraging cutting-edge solutions enhances revenue potential while ensuring alignment with customer needs.
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:
126.88%
Gain -1.33%
Monthly
1.64%
Yearly
21.64%
Drawdown
29.12%
$294.39M
Equity
Holdings
$294.39M
Investment
$187.28M
$108.27M
Profit -$2.39M
Realized
$1.16M
Unrealized
$107.11M
Dividends
$10.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.33%
Profit
-$2.39M
Win %
89%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$944,037
Win %
89%
This Month
Compared to last month
Gain
-2.48%
Profit
-$7.49M
Win %
89%
This Year
Compared to last year
Gain
13.66%
Profit
$35.38M
Win %
89%
MU Micron Technology, Inc.
+4.61%
+$47,350.09 
AVGO Broadcom Inc.
+2.84%
+$19,585.82 
MSFT Microsoft Corp.
+2.11%
+$89,009.2 
GOOG Alphabet Inc
+1.8%
+$41,876.64 
GOOGL Alphabet Inc
+1.66%
+$33,667.2 
RTX RTX Corporation
+1.59%
+$5,885.88 
IBM International Business Machines Corporation
+1.36%
+$2,492.59 
AMZN Amazon.com Inc
+1.33%
+$23,720.4 
ABT Abbott Laboratories
+1.3%
+$9,001.01 
TXN Texas Instruments Inc
+1.23%
+$4,133.34 
EEMA iShares MSCI Emerging Markets Asia ETF
+1.04%
+$3,064.02 
XOM Exxon Mobil Corporation
+1.04%
+$28,265.22 
V Visa Inc. Class A
+1%
+$4,839.91 
GEV GE Vernova Inc.
+0.92%
+$4,379.21 
LDOS Leidos Holdings Inc.
+0.81%
+$1,856.74 
CEG Constellation Energy Corporation
+0.8%
+$3,734.98 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$4,869.73 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$66,945 
VGT Vanguard Information Technology ETF
+0.73%
+$6,758.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$2,346.06 
FTEC Fidelity MSCI Information Technology Index ETF
+0.67%
+$1,869.98 
MA Mastercard Incorporated
+0.66%
+$3,047.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$64,878.16 
IUSG iShares Core S&P U.S. Growth ETF
+0.6%
+$94,024.37 
META Meta Platforms Inc Class A
+0.58%
+$5,843.88 
HON Honeywell International Inc.
+0.57%
+$663.04 
IWY iShares Russell Top 200 Growth ETF
+0.52%
+$1,356.59 
CGGR Capital Group Growth ETF
+0.52%
+$114,144.2 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$1,737.12 
ETN Eaton Corporation plc
+0.42%
+$1,241.53 
NVDA NVIDIA Corporation
+0.42%
+$17,080.75 
CGGO Capital Group Global Growth Equity ETF
+0.34%
+$210,385.35 
IOO iShares Global 100 ETF
+0.11%
+$561.1 
IVV iShares Core S&P 500 ETF
+0.11%
+$6,845.7 
VOO Vanguard S&P 500 ETF
+0.11%
+$4,099.68 
DFUS Dimensional U.S. Equity Market ETF
+0.1%
+$4,112.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$1,957.76 
CGGE Capital Group Global Equity ETF
+0.1%
+$293.02 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$2,365.58 
XVV iShares ESG Screened S&P 500
+0.06%
+$993.58 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$3,626.25 
DFUV Dimensional US Marketwide Value ETF
+0.01%
+$122.92 
AMAT Applied Materials, Inc.
0%
+$37.7 
BRK-B Berkshire Hathaway Inc.
0%
+$12.73 
CTRA Coterra Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-2.97%
-$9,776 
AAPL Apple Inc.
-2.7%
-$394,895.16 
GE General Electric Company
-2.26%
-$14,572.83 
ESRT Empire State Realty Trust Inc.
-2.17%
-$1,500.62 
PEP PepsiCo, Inc.
-2.14%
-$9,890.16 
MS Morgan Stanley
-1.98%
-$6,573.18 
HD The Home Depot, Inc.
-1.91%
-$6,554.36 
MRK Merck & Co., Inc.
-1.85%
-$9,438.72 
CL Colgate-Palmolive Company
-1.73%
-$4,972.05 
WMT Walmart Inc.
-1.68%
-$4,325.76 
NFLX Netflix, Inc.
-1.65%
-$4,822.2 
CAT Caterpillar Inc.
-1.64%
-$12,248.5 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$4,826.71 
CSX CSX Corporation
-1.46%
-$8,542.56 
CTAS Cintas Corporation
-1.44%
-$3,857.28 
SBUX Starbucks Corporation
-1.37%
-$10,454.5 
LLY Eli Lilly and Company
-1.32%
-$19,611.54 
JNJ Johnson & Johnson
-1.21%
-$6,156.72 
BLK BlackRock, Inc.
-1.18%
-$2,912.91 
BAC Bank of America Corporation
-0.97%
-$6,386.73 
EXC Exelon Corporation
-0.92%
-$2,363.87 
XBI SPDR S&P Biotech ETF
-0.91%
-$2,831.28 
PG Procter & Gamble Co
-0.84%
-$15,998.45 
UNH UnitedHealth Group Incorporated
-0.76%
-$2,669.1 
COST Costco Wholesale Corporation
-0.52%
-$1,775.61 
FDV Federated Hermes U.S. Strategic Dividend ETF
-0.52%
-$1,541.39 
TRV The Travelers Companies, Inc.
-0.51%
-$1,878.66 
IUSV iShares Core S&P U.S. Value ETF
-0.51%
-$51,747.45 
PGX Invesco Preferred ETF
-0.51%
-$585.25 
JPM JPMorgan Chase & Co.
-0.5%
-$9,503 
MCD McDonald's Corporation
-0.5%
-$934.5 
ABBV AbbVie Inc.
-0.49%
-$7,498.26 
AXP American Express Company
-0.48%
-$1,441.36 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.48%
-$66,095.34 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.43%
-$1,038.63 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$1,473.2 
CSCO Cisco Systems, Inc.
-0.39%
-$2,743.84 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$1,116.99 
MDY SPDR S&P MidCap 400 ETF Trust
-0.34%
-$1,365.97 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$28,235.64 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.31%
-$825.33 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.3%
-$2,537.08 
KO The Coca-Cola Company
-0.25%
-$4,994.01 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$1,644.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.25%
-$653.8 
AMGN Amgen Inc.
-0.24%
-$611.6 
CGDG Capital Group Dividend Growers ETF
-0.19%
-$1,467.23 
CGMU Capital Group Municipal Income ETF
-0.11%
-$2,537.73 
CGIC Capital Group International Core Equity ETF
-0.1%
-$625.31 
IXUS iShares Core International Stock ETF
-0.07%
-$664.56 
VSGX Vanguard ESG International Stock ETF
-0.04%
-$519.21 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.03%
-$9,681.4 
ACWI iShares MSCI ACWI ETF
-0.03%
-$1,389.88 
CGDV Capital Group Dividend Value ETF
-0.02%
-$718.26 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$831.17 Events
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Dividends
Dividend Analysis
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| Trades 797 | Longs Won 617/797 77% | Profit Factor 25.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $656,853.73 |
| Average Win $182,773.69 | Best Trade (Jul 22) $11.65M | Sharpe Ratio -13.36 |
| Average Loss -$25,020.02 | Worst Trade (Dec 31) -$874,376.2 | Z-Score 22.09 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 4d | Expectancy $135,844.11 |
| 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 | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jodi Greenlund?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Global Growth Equity ETF - $1.61M, SPDR Portfolio S&P 500 Value ETF - $993,703.55, Apple Inc - $949,591.99, iShares Core S&P U.S. Value ETF - $931,063.44, and Capital Group Growth ETF - $626,666.9. 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: SPDR Portfolio S&P 500 Growth ETF - $1.24M, Vanguard S&P Small-Cap 600 ETF - $292,589.66, SPDR Nuveen Bloomberg Municipal Bond ETF - $223,485.25, Colliers International Group Inc - $101,609.7, and The Walt Disney Company - $90,050.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jodi Greenlund's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.06M earned over time. The largest contributors to dividend income include Capital Group Global Growth Equity ETF - $1.61M, iShares Core S&P U.S. Value ETF - $785,853.79, SPDR Portfolio S&P 500 Value ETF - $769,291.88, ISHARES MSCI ACWI EX U.S. ETF - $579,858.41, and iShares Core MSCI Emerging Markets ETF - $466,861.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jodi Greenlund's monthly returns?
Jodi Greenlund'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 Jodi Greenlund's strategy be considered aggressive or moderate?
Jodi Greenlund'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 Jodi Greenlund's strategy?
Jodi Greenlund'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.
