JD
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:
21.91%
Gain +0.75%
Monthly
0.65%
Yearly
8.12%
Drawdown
11.22%
$179.15M
Equity
Holdings
$179.15M
Investment
$129.46M
$50.63M
Profit +$1.59M
Realized
$940,744.09
Unrealized
$49.68M
Dividends
$9.67M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.59M
Win %
83%
This Week
Compared To Last Week
Gain
0.9%
Profit
$1.59M
Win %
83%
This Month
Compared to last month
Gain
-0.24%
Profit
-$423,142.34
Win %
83%
This Year
Compared to last year
Gain
4.88%
Profit
$8.58M
Win %
83%
MU Micron Technology, Inc.
+8.68%
+$130,085.02 
EMR Emerson Electric Co.
+3.51%
+$107,909.77 
AMZN Amazon.com Inc
+2.99%
+$20,741.17 
QQQ Invesco QQQ Trust, Series 1
+2.67%
+$7,003.36 
GOOGL Alphabet Inc
+2.61%
+$18,997.42 
EEM iShares MSCI Emerging Markets ETF
+2.55%
+$81,564.31 
GOOG Alphabet Inc
+2.45%
+$6,443.07 
FDG American Century Focused Dynamic Growth ETF
+2.44%
+$39,220.3 
VUG Vanguard Growth ETF
+2.37%
+$686,876.76 
PH Parker-Hannifin Corporation
+2.33%
+$29,498 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.32%
+$51,379.51 
NVDA NVIDIA Corporation
+2.14%
+$45,145.44 
JIG JPMorgan International Growth ETF
+2.09%
+$12,678 
MSFT Microsoft Corp.
+1.94%
+$18,635.42 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.92%
+$13,747.96 
AAPL Apple Inc.
+1.77%
+$373,300.2 
IWP iShares Russell Mid-Cap Growth ETF
+1.63%
+$42,285.5 
VOO Vanguard S&P 500 ETF
+1.57%
+$13,223.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.56%
+$6,125.37 
VEU Vanguard FTSE All-World ex-US ETF
+1.56%
+$4,336.1 
SPY SPDR S&P 500 ETF Trust
+1.56%
+$20,276.24 
FNY First Trust Mid Cap Growth Fund
+1.43%
+$11,408.05 
TSLA Tesla, Inc.
+1.32%
+$3,780.49 
HD The Home Depot, Inc.
+1.3%
+$11,136.53 
JSML Janus Henderson Small Cap Growth Alpha Fund
+1.19%
+$7,666.66 
BRK-B Berkshire Hathaway Inc.
+1%
+$6,443.5 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.95%
+$3,265.35 
IWR iShares Russell Mid-Cap ETF
+0.79%
+$11,892.08 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.69%
+$18,241.47 
MCD McDonald's Corporation
+0.63%
+$5,139.09 
PEP PepsiCo, Inc.
+0.59%
+$4,300.15 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$1,881.6 
EFG iShares MSCI EAFE Growth ETF
+0.54%
+$26,821.44 
KMB Kimberly-Clark Corporation
+0.47%
+$8,151.76 
BAC Bank of America Corporation
+0.42%
+$1,475.1 
D Dominion Energy, Inc.
+0.4%
+$3,913.65 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.35%
+$50,468.14 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.32%
+$1,642.68 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.27%
+$643 
PG Procter & Gamble Co
+0.23%
+$7,008.4 
MA Mastercard Incorporated
+0.2%
+$799.27 
LMBS First Trust Low Duration Opportunities ETF
+0.13%
+$4,280.57 
TGT Target Corporation
+0.11%
+$2,053.8 
BALT Inn Defined Wealth Shield Mutual Fund
+0.09%
+$8,210.79 
SPLV Invesco S&P 500 Low Volatility ETF
+0.03%
+$3,385.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,156.76 
FLV American Century Focused Large Cap Value ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
XOM Exxon Mobil Corporation
-4.31%
-$20,724.42 
CVX Chevron Corporation
-3.7%
-$8,842.68 
MRK Merck & Co., Inc.
-2.92%
-$77,277.12 
MO Altria Group, Inc.
-2.7%
-$8,165.46 
ABBV AbbVie Inc.
-2.29%
-$15,016.42 
KO The Coca-Cola Company
-1.85%
-$12,652.92 
IBM International Business Machines Corporation
-1.8%
-$5,878.33 
JNJ Johnson & Johnson
-1.69%
-$95,754.89 
LMT Lockheed Martin Corporation
-1.37%
-$31,141.74 
BMY Bristol-Myers Squibb Company
-1.36%
-$17,769.2 
VZ Verizon Communications Inc.
-1.1%
-$6,459.11 
EPD Enterprise Products Partners L.P.
-0.86%
-$1,888 
WMT Walmart Inc.
-0.7%
-$7,202.06 
T AT&T Inc.
-0.7%
-$9,982 
AFL Aflac Inc.
-0.48%
-$13,996.75 
FXH First Trust Health Care AlphaDEX Fund
-0.37%
-$1,151.97 
COST Costco Wholesale Corporation
-0.29%
-$2,938.42 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$2,688.82 
NEE NextEra Energy, Inc.
-0.05%
-$268.12 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 599/763 78% | Profit Factor 23.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $620,440.88 |
| Average Win $88,328.45 | Best Trade (Jun 15) $12.21M | Sharpe Ratio -22.63 |
| Average Loss -$13,922.12 | Worst Trade (Jun 10) -$541,039.44 | Z-Score 27.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $66,350.61 |
| 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% | 0.15% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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