Jeffrey Dominguez Portfolio
Invests via Dominguez Wealth Management Solutions Inc. | Managed by Jeffrey P. Dominguez
Invests via Dominguez Wealth Management Solutions Inc.
Managed by Jeffrey P. Dominguez
Automatically Tracked
Jeffrey Dominguez Profile
With a robust foundation in finance and business leadership, Jeffrey Dominguez has built a significant presence within the investment community. His extensive career encompasses multiple roles across sectors where he has driven initiatives in corporate growth and operational efficiency. Leveraging his entrepreneurial mindset, he excels at identifying market opportunities and spearheading strategic transformations that enhance organizational value. A pivotal figure among peers, his insights are frequently sought for driving innovation and collaboration across teams.
With a robust foundation in finance and business leadership, Jeffrey Dominguez has built a significant presence within the investment community. His extensive career encompasses multiple roles across sectors where he has driven initiatives in corporate growth and operational efficiency. Leveraging his entrepreneurial mindset, he excels at identifying market opportunities and spearheading strategic transformations that enhance organizational value. A pivotal figure among peers, his insights are frequently sought for driving innovation and collaboration across teams.
Investment Philosophy & Strategy
Growth opportunities within emerging sectors are at the forefront of Jeffrey Dominguez's investment approach. His entrepreneurial acumen enables him to spot trends and leverage them into actionable strategies that foster business expansion. With a penchant for operational excellence, he engages in initiatives that not only elevate performance but also enhance stakeholder value. By prioritizing collaborative innovation, he navigates competitive landscapes effectively, positioning himself as a thought leader who influences transformative investments.
Growth opportunities within emerging sectors are at the forefront of Jeffrey Dominguez's investment approach. His entrepreneurial acumen enables him to spot trends and leverage them into actionable strategies that foster business expansion. With a penchant for operational excellence, he engages in initiatives that not only elevate performance but also enhance stakeholder value. By prioritizing collaborative innovation, he navigates competitive landscapes effectively, positioning himself as a thought leader who influences transformative investments.
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:
38.62%
Gain -1.03%
Monthly
0.98%
Yearly
12.45%
Drawdown
14.61%
$182.19M
Equity
Holdings
$182.19M
Investment
$132.45M
$50.91M
Profit -$1.47M
Realized
$1.17M
Unrealized
$49.74M
Dividends
$10.06M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$1.47M
Win %
78%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.16M
Win %
78%
This Month
Compared to last month
Gain
0.41%
Profit
$740,514.31
Win %
78%
This Year
Compared to last year
Gain
0.39%
Profit
$708,132.46
Win %
79%
MU Micron Technology, Inc.
+4.61%
+$58,532.69 
INTC Intel Corporation
+3.83%
+$7,902.44 
MSFT Microsoft Corp.
+2.11%
+$20,484.4 
GOOG Alphabet Inc
+1.8%
+$4,573.92 
GOOGL Alphabet Inc
+1.66%
+$11,312.64 
EPD Enterprise Products Partners L.P.
+1.63%
+$3,681.6 
IBM International Business Machines Corporation
+1.36%
+$3,474 
AMZN Amazon.com Inc
+1.33%
+$9,603 
XOM Exxon Mobil Corporation
+1.04%
+$5,013.81 
EEM iShares MSCI Emerging Markets ETF
+0.94%
+$27,668.69 
FDG American Century Focused Dynamic Growth ETF
+0.75%
+$11,182.23 
VGT Vanguard Information Technology ETF
+0.73%
+$1,630.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$15,062.73 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$1,626.24 
MA Mastercard Incorporated
+0.66%
+$2,958.16 
IWP iShares Russell Mid-Cap Growth ETF
+0.64%
+$16,217.52 
LMT Lockheed Martin Corporation
+0.56%
+$11,956.75 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.54%
+$3,553.66 
IWF iShares Russell 1000 Growth ETF
+0.53%
+$1,079.19 
T AT&T Inc.
+0.5%
+$6,918.56 
NVDA NVIDIA Corporation
+0.42%
+$8,797.5 
VUG Vanguard Growth ETF
+0.39%
+$112,959.99 
FNY First Trust Mid Cap Growth Fund
+0.22%
+$1,681.23 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.2%
+$707.04 
VOO Vanguard S&P 500 ETF
+0.11%
+$876.73 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$379.24 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$1,283.67 
MO Altria Group, Inc.
+0.09%
+$295.82 
C Citigroup Inc.
+0.07%
+$155.97 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$4,088.46 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.04%
+$274.64 
TGT Target Corporation
+0.02%
+$412.14 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$949.18 
SHV iShares Short Treasury Bond ETF
+0.01%
+$33.48 
AMAT Applied Materials, Inc.
0%
+$10.27 
BRK-B Berkshire Hathaway Inc.
0%
+$13.17 
AAPL Apple Inc.
-2.7%
-$652,939.04 
TSLA Tesla, Inc.
-2.4%
-$6,153.61 
EMR Emerson Electric Co.
-2.21%
-$66,133.76 
PEP PepsiCo, Inc.
-2.14%
-$13,885.62 
HD The Home Depot, Inc.
-1.91%
-$16,066.26 
MRK Merck & Co., Inc.
-1.85%
-$52,510.1 
WMT Walmart Inc.
-1.68%
-$17,362.56 
JNJ Johnson & Johnson
-1.21%
-$70,786.98 
NEE NextEra Energy, Inc.
-1.15%
-$6,778.92 
D Dominion Energy, Inc.
-1.13%
-$11,773.12 
SPCX Space Exploration Technologies Corp. Class A
-1.09%
-$2,980.8 
BAC Bank of America Corporation
-0.97%
-$3,734.82 
PH Parker-Hannifin Corporation
-0.85%
-$11,284 
PG Procter & Gamble Co
-0.84%
-$25,169.71 
UNH UnitedHealth Group Incorporated
-0.76%
-$1,718.64 
SPLV Invesco S&P 500 Low Volatility ETF
-0.74%
-$96,291.26 
FXH First Trust Health Care AlphaDEX Fund
-0.56%
-$1,836.48 
COST Costco Wholesale Corporation
-0.52%
-$5,111.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$2,642.44 
MCD McDonald's Corporation
-0.5%
-$3,476.34 
ABBV AbbVie Inc.
-0.49%
-$3,637.62 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$1,712.48 
EFG iShares MSCI EAFE Growth ETF
-0.45%
-$21,872.16 
FLV American Century Focused Large Cap Value ETF
-0.39%
-$2,674.26 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.38%
-$1,009.56 
BMY Bristol-Myers Squibb Company
-0.37%
-$5,349.6 
AFL Aflac Inc.
-0.37%
-$10,907.52 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$4,308.37 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.27%
-$39,523.27 
KO The Coca-Cola Company
-0.25%
-$1,702.12 
JIG JPMorgan International Growth ETF
-0.21%
-$1,123.7 
USB U.S. Bancorp
-0.19%
-$455.64 
VZ Verizon Communications Inc.
-0.17%
-$943.22 
IWM iShares Russell 2000 ETF
-0.14%
-$277.19 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.13%
-$3,617.21 
IWR iShares Russell Mid-Cap ETF
-0.12%
-$1,784.51 
KMB Kimberly-Clark Corporation
-0.06%
-$1,046.58 
VEU Vanguard FTSE All-World ex-US ETF
-0.05%
-$129.16 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$1,274.77 Events
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Dividends
Dividend Analysis
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| Trades 830 | Longs Won 629/830 75% | Profit Factor 18.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $618,554.52 |
| Average Win $85,471.6 | Best Trade (Jul 19) $13.89M | Sharpe Ratio -14.27 |
| Average Loss -$14,180.97 | Worst Trade (Jul 24) -$436,758.62 | Z-Score 20.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 5d | Expectancy $61,338.87 |
| 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% | 0.21% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jeffrey Dominguez?
The largest contributions to the portfolio's profits come from the following stocks: First Trust TCW Opportunistic Fixed Income Fund - $2.27M, iShares 0-3 Month Treasury Bond ETF - $1.48M, Invesco S&P 500 Low Volatility ETF - $702,129.13, Vanguard Growth ETF - $674,768.32, and First Trust Low Duration Opportunities ETF - $575,349.38. 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: Intel Corporation - $147,048.83, Bristol-Myers Squibb Company - $44,458.91, Alphabet Inc - $1,871.4, and iShares Core U.S. Aggregate Bond ETF - $1,293.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Dominguez'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 First Trust TCW Opportunistic Fixed Income Fund - $2.21M, iShares 0-3 Month Treasury Bond ETF - $1.48M, Invesco S&P 500 Low Volatility ETF - $680,837.03, First Trust Low Duration Opportunities ETF - $529,976.33, and Johnson & Johnson - $410,901.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Dominguez's monthly returns?
Jeffrey Dominguez's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jeffrey Dominguez's strategy be considered aggressive or moderate?
Jeffrey Dominguez's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jeffrey Dominguez's strategy?
Jeffrey Dominguez's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
