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:
45.11%
Gain -0.2%
Monthly
0.99%
Yearly
12.56%
Drawdown
14.67%
$185.28M
Equity
Holdings
$185.28M
Investment
$132.45M
$53.8M
Profit -$291,137.35
Realized
$972,902.97
Unrealized
$52.82M
Dividends
$10.43M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$291,137.35
Win %
80%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$291,137.35
Win %
80%
This Month
Compared to last month
Gain
-0.34%
Profit
-$629,844.09
Win %
80%
This Year
Compared to last year
Gain
2.09%
Profit
$3.79M
Win %
81%
GOOGL Alphabet Inc
+3.22%
+$21,387.96 
GOOG Alphabet Inc
+3.06%
+$7,520.58 
IBM International Business Machines Corporation
+2.4%
+$7,020 
MO Altria Group, Inc.
+2.38%
+$6,951.77 
MCD McDonald's Corporation
+1.98%
+$13,046.04 
MSFT Microsoft Corp.
+1.97%
+$24,137.04 
TGT Target Corporation
+1.85%
+$39,702.82 
WMT Walmart Inc.
+1.8%
+$17,452.99 
T AT&T Inc.
+1.78%
+$29,246.64 
ABBV AbbVie Inc.
+1.78%
+$13,222.46 
COST Costco Wholesale Corporation
+1.56%
+$14,733.88 
AFL Aflac Inc.
+1.49%
+$40,666.08 
FDG American Century Focused Dynamic Growth ETF
+1.45%
+$22,156.34 
FXH First Trust Health Care AlphaDEX Fund
+1.37%
+$4,772.18 
VZ Verizon Communications Inc.
+1.35%
+$8,467.97 
KO The Coca-Cola Company
+1.22%
+$8,925.73 
UNH UnitedHealth Group Incorporated
+1.2%
+$2,402.4 
LMT Lockheed Martin Corporation
+1.01%
+$22,350.25 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.97%
+$2,727.95 
KMB Kimberly-Clark Corporation
+0.96%
+$16,396.42 
MA Mastercard Incorporated
+0.92%
+$4,334.26 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$5,974.64 
BMY Bristol-Myers Squibb Company
+0.72%
+$10,936.96 
HD The Home Depot, Inc.
+0.7%
+$5,398.96 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.66%
+$2,321.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$8,616.74 
MRK Merck & Co., Inc.
+0.63%
+$20,204.73 
PG Procter & Gamble Co
+0.59%
+$17,111.42 
JNJ Johnson & Johnson
+0.28%
+$17,349.75 
AAPL Apple Inc.
+0.24%
+$58,634.28 
FLV American Century Focused Large Cap Value ETF
+0.22%
+$1,557.02 
D Dominion Energy, Inc.
+0.17%
+$1,608.75 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$5,112.81 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.02%
+$145.7 
PEP PepsiCo, Inc.
+0.01%
+$94.46 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,416.68 
SHV iShares Short Treasury Bond ETF
+0.01%
+$33.48 
AMAT Applied Materials, Inc.
-7.07%
-$16,591.93 
INTC Intel Corporation
-5.59%
-$12,483.25 
MU Micron Technology, Inc.
-5.25%
-$76,691.31 
BAC Bank of America Corporation
-5.14%
-$20,243.33 
NVDA NVIDIA Corporation
-3.35%
-$75,762 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$87,423.76 
EMR Emerson Electric Co.
-2.56%
-$83,740.8 
PH Parker-Hannifin Corporation
-2.25%
-$29,862 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$6,822.74 
C Citigroup Inc.
-1.89%
-$4,540.48 
TSLA Tesla, Inc.
-1.77%
-$4,360.78 
JIG JPMorgan International Growth ETF
-1.66%
-$9,287.05 
VGT Vanguard Information Technology ETF
-1.57%
-$3,754.4 
EFG iShares MSCI EAFE Growth ETF
-1.41%
-$69,666.88 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.32%
-$9,435.58 
VEU Vanguard FTSE All-World ex-US ETF
-1.3%
-$3,568.05 
AMZN Amazon.com Inc
-1.26%
-$9,428.4 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.92%
-$24,062.31 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$1,790.09 
NEE NextEra Energy, Inc.
-0.81%
-$4,452.82 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$2,006.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.73%
-$18,613.29 
FNY First Trust Mid Cap Growth Fund
-0.72%
-$5,508.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.7%
-$16,132.76 
XOM Exxon Mobil Corporation
-0.55%
-$2,998.45 
EPD Enterprise Products Partners L.P.
-0.54%
-$1,239 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$6,207.42 
VOO Vanguard S&P 500 ETF
-0.46%
-$3,855.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,646.7 
VUG Vanguard Growth ETF
-0.36%
-$109,535.93 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,330.23 
IWM iShares Russell 2000 ETF
-0.35%
-$699.93 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$4,392.64 
USB U.S. Bancorp
-0.26%
-$607.52 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$831.09 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.13%
-$18,542.63 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$1,713.4 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$4,088.46 Events
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Dividends
Dividend Analysis
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| Trades 830 | Longs Won 642/830 77% | Profit Factor 17.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,434.18 |
| Average Win $88,754.09 | Best Trade (Sep 11) $14.04M | Sharpe Ratio -14.28 |
| Average Loss -$16,929.93 | Worst Trade (Sep 11) -$588,322.12 | Z-Score 21.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w | Expectancy $64,816.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.3% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 72,388 | $9.58M | $24.11M | - | $14.53M | 151.75% | +0.244% |
| ABBV AbbVie Inc. | 2,887 | $469,780.13 | $755,527.9 | - | $285,747.77 | 60.83% | +1.781% |
| AFL Aflac Inc. | 23,712 | $1.72M | $2.77M | - | $1.05M | 61.15% | +1.488% |
| AMAT Applied Materials, Inc. | 514 | $371,622 | $218,043.94 | - | -$153,578.06 | -41.33% | -7.071% |
| AMZN Amazon.com Inc | 2,910 | $453,712.74 | $737,801.4 | - | $284,088.66 | 62.61% | -1.262% |
| BAC Bank of America Corporation | 6,277 | $262,498.65 | $373,261.8 | - | $110,763.15 | 42.2% | -5.144% |
| BALT Inn Defined Wealth Shield Mutual Fund | 272,564 | $7.75M | $9.47M | - | $1.73M | 22.3% | -0.043% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 5,892 | $207,163 | $355,617.55 | - | $148,454.55 | 71.66% | +0.657% |
| BMY Bristol-Myers Squibb Company | 23,776 | $1.59M | $1.52M | - | -$66,889.12 | -4.2% | +0.723% |
| BRK-B Berkshire Hathaway Inc. | 1,316 | $408,346.95 | $677,621.56 | - | $269,274.61 | 65.94% | +0.89% |
| C Citigroup Inc. | 1,733 | $242,551 | $236,034.6 | - | -$6,516.4 | -2.69% | -1.887% |
| COST Costco Wholesale Corporation | 1,042 | $605,743.97 | $957,504.22 | - | $351,760.25 | 58.07% | +1.563% |
| D Dominion Energy, Inc. | 14,625 | $894,045.86 | $942,873.75 | - | $48,827.89 | 5.46% | +0.171% |
| EEM iShares MSCI Emerging Markets ETF | 46,502 | $1.94M | $3.07M | - | $1.13M | 57.97% | -2.771% |
| EFG iShares MSCI EAFE Growth ETF | 40,504 | $3.77M | $4.86M | - | $1.09M | 28.91% | -1.412% |
| EMR Emerson Electric Co. | 21,472 | $2.06M | $3.18M | - | $1.13M | 54.68% | -2.563% |
| EPD Enterprise Products Partners L.P. | 5,900 | $223,256 | $228,271 | - | $5,015 | 2.25% | -0.54% |
| FBT First Trust NYSE Arca Biotechnology Index Fund | 1,074 | $192,493.21 | $283,954.86 | - | $91,461.65 | 47.51% | +0.97% |
| FDG American Century Focused Dynamic Growth ETF | 11,692 | $625,274.28 | $1.55M | - | $924,570.47 | 147.87% | +1.45% |
| FIXD First Trust TCW Opportunistic Fixed Income Fund | 343,382 | $15.09M | $14.5M | - | -$592,370.74 | -3.93% | -0.128% |
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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 - $2.39M, iShares 0-3 Month Treasury Bond ETF - $1.57M, Invesco S&P 500 Low Volatility ETF - $726,360.44, Vanguard Growth ETF - $671,365.47, and First Trust Low Duration Opportunities ETF - $598,651.62. 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, Tesla, Inc - $93,847.62, Bristol-Myers Squibb Company - $29,480.03, Chevron Corporation - $24,673.39, and Enterprise Products Partners L.P - $8,761.5. 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 $10.43M earned over time. The largest contributors to dividend income include First Trust TCW Opportunistic Fixed Income Fund - $2.32M, iShares 0-3 Month Treasury Bond ETF - $1.57M, Invesco S&P 500 Low Volatility ETF - $705,068.34, First Trust Low Duration Opportunities ETF - $553,278.57, and Johnson & Johnson - $441,900.02. 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.
