Jacob Going Portfolio
Invests via Alpine Bank Wealth Management | Managed by Jacob Going
Invests via Alpine Bank Wealth Management
Managed by Jacob Going
Automatically Tracked
Jacob Going Profile
Jacob Going is a distinguished investor-operator with extensive experience in leveraging innovative strategies to enhance portfolio value. His career spans various sectors, emphasizing growth-stage companies where he has made significant contributions as both an advisor and operator. With a keen eye for market trends, Jacob excels in identifying opportunities that facilitate sustainable expansion and operational excellence. He possesses a strong track record of enhancing business performance through strategic leadership roles, including his involvement in the technology sector, where he has been pivotal in driving transformational initiatives. As he continues to navigate the evolving landscape of investments, his insights remain highly sought after by entrepreneurs and executives alike.
Jacob Going is a distinguished investor-operator with extensive experience in leveraging innovative strategies to enhance portfolio value. His career spans various sectors, emphasizing growth-stage companies where he has made significant contributions as both an advisor and operator. With a keen eye for market trends, Jacob excels in identifying opportunities that facilitate sustainable expansion and operational excellence. He possesses a strong track record of enhancing business performance through strategic leadership roles, including his involvement in the technology sector, where he has been pivotal in driving transformational initiatives. As he continues to navigate the evolving landscape of investments, his insights remain highly sought after by entrepreneurs and executives alike.
Investment Philosophy & Strategy
Jacob Going adopts a transformation-focused approach to investing, driven by a passion for innovation and operational efficiency. His strategic decisions stem from an acute understanding of market dynamics and the unique challenges faced by growth-stage enterprises. By prioritizing sustainable practices and leveraging emerging technologies, he seeks to propel companies into their next phase of development. This hands-on operator's perspective allows him to identify high-impact opportunities where value can be unlocked through proactive engagement and restructuring initiatives. As a result, his investments often reflect both robust financial potential and strong alignment with industry trends.
Jacob Going adopts a transformation-focused approach to investing, driven by a passion for innovation and operational efficiency. His strategic decisions stem from an acute understanding of market dynamics and the unique challenges faced by growth-stage enterprises. By prioritizing sustainable practices and leveraging emerging technologies, he seeks to propel companies into their next phase of development. This hands-on operator's perspective allows him to identify high-impact opportunities where value can be unlocked through proactive engagement and restructuring initiatives. As a result, his investments often reflect both robust financial potential and strong alignment with industry trends.
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:
22.63%
Gain -0.59%
Monthly
0.87%
Yearly
10.99%
Drawdown
12.23%
$775.18M
Equity
Holdings
$775.18M
Investment
$674.55M
$135.93M
Profit -$4.06M
Realized
$35.31M
Unrealized
$100.63M
Dividends
$31.42M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$4.06M
Win %
64%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$4.06M
Win %
64%
This Month
Compared to last month
Gain
-1.11%
Profit
-$8.73M
Win %
64%
This Year
Compared to last year
Gain
-0.74%
Profit
-$5.6M
Win %
65%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$27,100.91 
PANW Palo Alto Networks, Inc.
+14.01%
+$66,159.25 
NET Cloudflare Inc.
+8.52%
+$11,048.76 
NOW ServiceNow, Inc.
+7.65%
+$8,821.8 
SPOT Spotify Technology S.A.
+6.67%
+$7,577.28 
ACN Accenture plc Class A
+6.15%
+$3,087.63 
SAP SAP SE Sponsored ADR
+5.9%
+$2,823.44 
INTU Intuit Inc.
+5.47%
+$1,918.4 
CRM Salesforce Inc
+4.65%
+$12,850.37 
CNC Centene Corporation
+4.55%
+$1,247.26 
DDOG Datadog, Inc. Class A Common Stock
+4.36%
+$4,391.98 
DRI Darden Restaurants, Inc.
+4.23%
+$1,190.59 
SHOP Shopify Inc.
+4.2%
+$2,982.84 
PLTR Palantir Technologies Inc.
+4.13%
+$13,529.78 
YUM Yum! Brands, Inc.
+4.02%
+$2,654.54 
DPZ Domino's Pizza Inc.
+4.01%
+$574.77 
BR Broadridge Financial Solutions, Inc.
+3.82%
+$1,206.02 
NFLX Netflix, Inc.
+3.76%
+$9,966.75 
CI The Cigna Group
+3.44%
+$13,118.27 
MCK McKesson Corporation
+3.22%
+$2,863.35 
GOOGL Alphabet Inc
+3.08%
+$75,930.12 
APP AppLovin Corporation Class A Common Stock
+3.08%
+$1,076.76 
ADP Automatic Data Processing Inc.
+3.07%
+$48,955.84 
DOX Amdocs Limited
+3.07%
+$595.44 
CHRW C.H. Robinson Worldwide, Inc.
+3.01%
+$653.65 
GOOG Alphabet Inc
+2.97%
+$207,317.99 
META Meta Platforms Inc Class A
+2.91%
+$78,841.09 
QSR Restaurant Brands International Inc.
+2.87%
+$625.43 
TWLO Twilio Inc.
+2.78%
+$1,202.7 
IBM International Business Machines Corporation
+2.65%
+$37,142.07 
AZO AutoZone Inc.
+2.64%
+$10,870.86 
SYK Stryker Corporation
+2.48%
+$22,284.72 
EG Everest Group, Ltd.
+2.46%
+$558.15 
CMG Chipotle Mexican Grill, Inc.
+2.4%
+$1,131 
ISRG Intuitive Surgical, Inc.
+2.4%
+$3,477.04 
IBIT iShares Bitcoin Trust
+2.4%
+$67.2 
BMI Badger Meter Inc.
+2.39%
+$4,165.07 
MSI Motorola Solutions, Inc.
+2.37%
+$55.2 
MSFT Microsoft Corp.
+2.27%
+$157,263.7 
WMT Walmart Inc.
+2.27%
+$8,116.2 
AON Aon plc
+2.26%
+$4,951.75 
MO Altria Group, Inc.
+2.25%
+$6,911.98 
THG Hanover Insurance Group, Inc.
+2.25%
+$618.54 
WM Waste Management, Inc.
+2.22%
+$663.6 
DIS The Walt Disney Company
+2.19%
+$3,529.95 
DEO Diageo plc Sponsored ADR
+2.06%
+$356 
T AT&T Inc.
+2.05%
+$4,301.4 
LLY Eli Lilly and Company
+2.04%
+$31,507.67 
TGT Target Corporation
+2.02%
+$3,055.5 
COLD Americold Realty Trust
+2.02%
+$243.37 
GM General Motors Company
+1.98%
+$1,678.05 
UPS United Parcel Service, Inc.
+1.97%
+$445.5 
MCD McDonald's Corporation
+1.96%
+$28,800.2 
GILD Gilead Sciences Inc.
+1.85%
+$1,646.1 
GPN Global Payments Inc.
+1.83%
+$281.88 
CLX The Clorox Company
+1.8%
+$3,950 
GLPI Gaming and Leisure Properties, Inc.
+1.79%
+$398.88 
NOC Northrop Grumman Corporation
+1.78%
+$3,088.7 
CME CME Group Inc.
+1.77%
+$73.05 
SPGI S&P Global Inc.
+1.76%
+$216.9 
RNR Renaissancere Holdings Ltd.
+1.76%
+$536.74 
ALL Allstate Corporation
+1.75%
+$3,610.08 
MRSH Marsh & McLennan Companies, Inc.
+1.73%
+$116.28 
ABBV AbbVie Inc.
+1.73%
+$81,913.56 
ROP Roper Technologies Inc.
+1.72%
+$400.86 
PM Philip Morris International Inc.
+1.7%
+$12,124.09 
COR Cencora, Inc.
+1.69%
+$2,344.64 
NVS Novartis AG Sponsored ADR
+1.68%
+$690 
WU Western Union Co.
+1.66%
+$305.9 
AXS AXIS Capital Holdings Limited
+1.63%
+$388.41 
COST Costco Wholesale Corporation
+1.62%
+$16,019.83 
CL Colgate-Palmolive Company
+1.6%
+$93,359.35 
EW Edwards Lifesciences Corporation
+1.56%
+$591.75 
KMB Kimberly-Clark Corporation
+1.56%
+$2,861.1 
ORLY O'Reilly Automotive Inc.
+1.54%
+$1,014.95 
DHR Danaher Corporation
+1.51%
+$120.8 
AFL Aflac Inc.
+1.46%
+$10,278.5 
VZ Verizon Communications Inc.
+1.44%
+$2,309.72 
IQV IQVIA Holdings Inc.
+1.43%
+$570.69 
PGR Progressive Corporation
+1.4%
+$188.48 
RSG Republic Services, Inc.
+1.37%
+$826.55 
GIS General Mills, Inc.
+1.32%
+$5,071.57 
UNH UnitedHealth Group Incorporated
+1.32%
+$1,705.1 
HLT Hilton Worldwide Holdings Inc.
+1.31%
+$985.23 
DHI D.R. Horton, Inc.
+1.27%
+$780.5 
SNOW Snowflake Inc.
+1.25%
+$1,462.6 
MAS Masco Corporation
+1.23%
+$351.12 
WTRG Essential Utilities Inc.
+1.21%
+$1,030.59 
CINF Cincinnati Financial Corporation
+1.18%
+$399.56 
AMGN Amgen Inc.
+1.16%
+$5,074.83 
NVO Novo Nordisk A/S Sponsored ADR
+1.16%
+$1,500 
CBOE Cboe Global Markets Inc.
+1.16%
+$263.25 
LMT Lockheed Martin Corporation
+1.14%
+$5,902.26 
LH Labcorp Holdings Inc.
+1.13%
+$294.84 
FMAGX Fidelity Magellan Fund
+1.12%
+$1,022.21 
AVY Avery Dennison Corporation
+1.12%
+$352.47 
KO The Coca-Cola Company
+1.1%
+$7,729.93 
LOW Lowe's Companies Inc.
+1.06%
+$25,031.93 
V Visa Inc. Class A
+1.05%
+$4,679.27 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$38,492.03 
HD The Home Depot, Inc.
+1%
+$8,948.67 
WY Weyerhaeuser Company
+0.97%
+$2,150 
AWK American Water Works Company, Inc.
+0.97%
+$1,396.5 
AFG American Financial Group Inc.
+0.92%
+$242.35 
AMAGX Amana Growth Fund Investor
+0.92%
+$1,171.2 
BKNG Booking Holdings Inc.
+0.91%
+$356.62 
ABT Abbott Laboratories
+0.87%
+$13,803.01 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$39,635.64 
CNA CNA Financial Corporation
+0.86%
+$221.4 
IBB iShares Biotechnology ETF
+0.85%
+$1,015.27 
CB Chubb Limited
+0.85%
+$589.56 
AXP American Express Company
+0.84%
+$14,864.85 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$823.68 
ORI Old Republic International Corp.
+0.83%
+$213.18 
SNA Snap-on Inc.
+0.81%
+$429.34 
DASH DoorDash, Inc.
+0.77%
+$198.4 
BMY Bristol-Myers Squibb Company
+0.73%
+$4,600.24 
FDVLX Fidelity Value Fund
+0.71%
+$706.56 
HLI Houlihan Lokey Inc.
+0.71%
+$114.08 
TRV The Travelers Companies, Inc.
+0.71%
+$3,654.38 
OHI Omega Healthcare Investors Inc.
+0.7%
+$184.14 
DE Deere & Company
+0.69%
+$1,592.02 
FEQTX Fidelity Equity Dividend Income Fund
+0.68%
+$25.07 
VICI Vici Properties Inc.
+0.67%
+$128.87 
SHW The Sherwin-Williams Company
+0.65%
+$1,578.75 
SJM The J.M. Smucker Company
+0.64%
+$78 
URI United Rentals, Inc.
+0.64%
+$133.77 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$1,393.56 
NKE Nike, Inc. - Class B
+0.61%
+$1,443.37 
MA Mastercard Incorporated
+0.61%
+$6,210.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$20,374.8 
JNJ Johnson & Johnson
+0.58%
+$12,295.16 
SWX Southwest Gas Holdings Inc.
+0.57%
+$64.84 
AVUVX Avantis U.S. Small Cap Value Fund Institutional Class
+0.56%
+$31.2 
SYY Sysco Corporation
+0.54%
+$1,108.35 
AAPL Apple Inc.
+0.54%
+$41,189.92 
ULTA Ulta Beauty Inc.
+0.53%
+$133.52 
EOG EOG Resources, Inc.
+0.53%
+$146.64 
PG Procter & Gamble Co
+0.52%
+$4,110.98 
RPRX Royalty Pharma plc
+0.52%
+$25.01 
BIIB Biogen Inc.
+0.48%
+$572.26 
PFG Principal Financial Group, Inc.
+0.45%
+$99.22 
MRK Merck & Co., Inc.
+0.44%
+$8,122.72 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.41%
+$166,251.08 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$554.18 
GD General Dynamics Corporation
+0.37%
+$843.23 
TFSL TFS Financial Corp.
+0.35%
+$102.24 
SBUX Starbucks Corporation
+0.35%
+$6,375.94 
CFR Cullen/Frost Bankers Inc.
+0.28%
+$85.5 
EWBC East West Bancorp Inc.
+0.25%
+$61.12 
TMUS T-Mobile US, Inc.
+0.23%
+$90.95 
CBRE CBRE Group Inc.
+0.23%
+$402.35 
MTG MGIC Investment Corporation
+0.23%
+$61.6 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.22%
+$3,397.36 
OMF OneMain Holdings Inc.
+0.21%
+$48.75 
NSC Norfolk Southern Corporation
+0.16%
+$2,647.84 
TJX The TJX Companies, Inc.
+0.16%
+$324 
D Dominion Energy, Inc.
+0.15%
+$169.2 
ABNB Airbnb, Inc.
+0.12%
+$52.84 
LAMR Lamar Advertising Company
+0.11%
+$30.06 
FBIN Fortune Brands Innovations Inc.
+0.1%
+$40.88 
KMI Kinder Morgan, Inc.
+0.1%
+$9.6 
UNP Union Pacific Corporation
+0.1%
+$892.65 
PFE Pfizer Inc.
+0.07%
+$641.64 
PRU Prudential Financial, Inc.
+0.07%
+$49.73 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$11.76 
DOV Dover Corporation
+0.06%
+$255.36 
RGA Reinsurance Group of America, Inc.
+0.05%
+$18.33 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$2,349.56 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$660.48 
BIO Bio-Rad Laboratories Inc.
+0.03%
+$6.05 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.03%
+$139.82 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$336.62 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$7,344.86 
ICE Intercontinental Exchange, Inc.
+0.02%
+$40.8 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$1,388.76 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$8.6 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$739.35 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.01%
+$182.23 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AGRH iShares Interest Rate Hedged U.S. Aggregate Bond ETF
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
UTWO U.S. Treasury 2-Year Note ETF
0%
$0 
ZDEK Innovator Equity Defined Protection ETF
0%
$0 ZNOV
ZNOV
0%
$0 ZSEP
ZSEP
0%
$0 ZFEB
ZFEB
0%
$0 
GLW Corning Incorporated
-14.06%
-$70,169.97 
HPE Hewlett Packard Enterprise Company
-10.1%
-$10,032 
SWKS Skyworks Solutions Inc.
-9.3%
-$2,441.34 
GEV GE Vernova Inc.
-8.66%
-$56,289.11 
ENTG Entegris, Inc.
-7.7%
-$3,361.91 
ETN Eaton Corporation plc
-7.5%
-$25,392.4 
VRT Vertiv Holdings Co
-7.11%
-$3,528.04 
KEYS Keysight Technologies, Inc.
-6.91%
-$3,510.75 
CEG Constellation Energy Corporation
-6.79%
-$10,095.48 
FGRIX Fidelity Growth & Income Portfolio
-6.74%
-$2,672.08 
AMAT Applied Materials, Inc.
-6.73%
-$2,151.1 
KLAC KLA Corporation
-6.58%
-$4,965.84 
ARW Arrow Electronics Inc.
-6.25%
-$2,211.85 
EGO Eldorado Gold Corporation
-5.87%
-$380.36 
APH Amphenol Corporation
-5.64%
-$11,749.32 
BAC Bank of America Corporation
-5.3%
-$34,347.25 
INTC Intel Corporation
-5.3%
-$61,096 
DELL Dell Technologies Inc.
-5.04%
-$15,077.46 
SLB Schlumberger Limited
-4.99%
-$3,071.7 
ST Sensata Technologies Holding plc
-4.83%
-$1,038.12 
DLR Digital Realty Trust, Inc.
-4.82%
-$3,090.6 
AVGO Broadcom Inc.
-4.79%
-$246,151.7 
ADI Analog Devices, Inc.
-4.53%
-$2,726.85 
ORCL Oracle Corporation
-4.42%
-$98,947.76 
CAT Caterpillar Inc.
-4.15%
-$53,670.23 
EME EMCOR Group, Inc.
-4.12%
-$1,028 
DLB Dolby Laboratories Inc.
-4.05%
-$939.6 
WWD Woodward Inc.
-4.02%
-$1,788.6 
EQIX Equinix, Inc.
-4%
-$7,340.19 
GS The Goldman Sachs Group, Inc.
-3.97%
-$139,966.64 
AMD Advanced Micro Devices, Inc.
-3.9%
-$34,873.82 
SNPS Synopsys, Inc.
-3.83%
-$805.6 
CDNS Cadence Design Systems, Inc.
-3.46%
-$2,322.32 
HP Helmerich & Payne Inc.
-3.45%
-$454.48 
HPQ HP Inc.
-3.42%
-$5,518.53 
MS Morgan Stanley
-3.4%
-$7,654.5 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$1,551 
NEM Newmont Corporation
-2.92%
-$1,557.7 
DKS Dick's Sporting Goods, Inc.
-2.9%
-$1,331.1 
CWEN Clearway Energy Inc.
-2.89%
-$532.8 
CMI Cummins Inc.
-2.88%
-$8,005 
NVDA NVIDIA Corporation
-2.85%
-$176,550.02 
HAL Halliburton Company
-2.73%
-$588 
EMR Emerson Electric Co.
-2.59%
-$12,359.78 
SPMO Invesco S&P 500 Momentum ETF
-2.57%
-$1.87M 
MTUS Metallus Inc.
-2.55%
-$367.5 
PH Parker-Hannifin Corporation
-2.51%
-$9,007.74 
EEM iShares MSCI Emerging Markets ETF
-2.49%
-$507 
FCX Freeport-McMoRan Inc.
-2.32%
-$7,095 
TKR Timken Co.
-2.27%
-$4,057.5 
HXL Hexcel Corporation
-2.22%
-$760.14 
ROK Rockwell Automation, Inc.
-2.17%
-$176.98 
SF Stifel Financial Corp.
-2.06%
-$554.37 
PEG Public Service Enterprise Group Incorporated
-2.06%
-$482.76 
GE General Electric Company
-1.98%
-$21,038.34 
WFC Wells Fargo & Company
-1.94%
-$708.75 
TXN Texas Instruments Inc
-1.9%
-$29,840.97 
ICLN iShares Global Clean Energy ETF
-1.81%
-$715 
ALB Albemarle Corporation
-1.78%
-$380.38 
EMN Eastman Chemical Company
-1.73%
-$214.76 
SIVR abrdn Physical Silver Shares ETF
-1.73%
-$35,904 
JPM JPMorgan Chase & Co.
-1.72%
-$105,442.39 
RGLD Royal Gold Inc.
-1.72%
-$69.36 
USG USCF Gold Strategy Plus Income Fund
-1.71%
-$15,474.71 
MMM 3M Company
-1.71%
-$2,594.4 
XEL Xcel Energy Inc.
-1.7%
-$3,244.8 
CSCO Cisco Systems, Inc.
-1.65%
-$4,036.7 
APD Air Products and Chemicals, Inc.
-1.57%
-$15,560.07 
RJF Raymond James Financial Inc.
-1.56%
-$439.02 
QGEN QIAGEN N.V.
-1.51%
-$581.76 
ETR Entergy Corporation
-1.49%
-$47.1 
GDE WisdomTree Efficient Gold Plus
-1.49%
-$608,867.82 
LNG Cheniere Energy Inc.
-1.47%
-$501.84 
EXE Expand Energy Corporation
-1.43%
-$3,128 
TSLA Tesla, Inc.
-1.4%
-$16,906.24 
WMB The Williams Companies, Inc.
-1.39%
-$169.5 
IDMO Invesco S&P International Developed Momentum ETF
-1.38%
-$110,928.48 
DTM Dt Midstream Inc.
-1.37%
-$38.94 
RTX RTX Corporation
-1.32%
-$9,589.16 
SGOL abrdn Physical Gold Shares ETF
-1.32%
-$20,710 
SCI Service Corporation International
-1.29%
-$268.18 
IAU iShares Gold Trust
-1.27%
-$3,582.14 
SBAC SBA Communications Corporation
-1.26%
-$173.16 
GATX GATX Corporation
-1.25%
-$284.48 
BLK BlackRock, Inc.
-1.25%
-$3,739.1 
C Citigroup Inc.
-1.24%
-$148.35 
VGT Vanguard Information Technology ETF
-1.24%
-$1,348.48 
AMZN Amazon.com Inc
-1.22%
-$36,825.92 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$34,822.8 
SMG Scotts Miracle-Gro Co.
-1.19%
-$238.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$54,074.08 
AKAM Akamai Technologies Inc.
-1.15%
-$274.2 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$2,224 
RACE Ferrari N.V.
-1.14%
-$235.5 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$53,198.28 
STWD Starwood Property Trust Inc.
-1.12%
-$231 
EPR EPR Properties
-1.11%
-$227.04 
PSX Phillips 66
-1.1%
-$237.38 
TRGP Targa Resources Corp.
-1.1%
-$302.1 
TIGO Millicom International Cellular S.A.
-1.05%
-$345.67 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$1,085.32 
NEU NewMarket Corporation
-0.98%
-$26.19 
QCOM QUALCOMM Incorporated
-0.97%
-$2,001.87 
CVX Chevron Corporation
-0.94%
-$21,631.6 
EXC Exelon Corporation
-0.92%
-$42.27 
UGI UGI Corporation
-0.9%
-$213.52 
AEP American Electric Power Company, Inc.
-0.88%
-$51.84 
XOM Exxon Mobil Corporation
-0.85%
-$29,662.59 
MLPA Global X MLP ETF
-0.85%
-$9,806.7 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$330,984.96 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$206,063.2 
IEV iShares Europe ETF
-0.81%
-$72.6 
EVRG Evergy Inc.
-0.81%
-$255.42 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$1,643.75 
BEN Franklin Resources Inc.
-0.77%
-$78 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$23.1 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,955.96 
DVN Devon Energy Corporation
-0.73%
-$179.94 
OGE Oge Energy Corp.
-0.7%
-$200.53 
NEE NextEra Energy, Inc.
-0.69%
-$755.82 
COP ConocoPhillips
-0.66%
-$2,415.6 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$5,616 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$6,870.6 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,672 
EFA iShares MSCI EAFE ETF
-0.63%
-$11,007.23 
LIN Linde plc
-0.62%
-$1,332.29 
BXP Boston Properties, Inc.
-0.62%
-$106 
PFLD AAM Low Duration Preferred and Income Securities ETF
-0.62%
-$859.08 
NTSD WisdomTree Efficient U.S. Plus International Equity Fund
-0.6%
-$165,492.15 
NULG Nuveen ESG Large-Cap Growth ETF
-0.6%
-$446.88 
TROW T. Rowe Price Group, Inc.
-0.6%
-$635 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$309.54 
ED Consolidated Edison, Inc.
-0.55%
-$169.65 
HON Honeywell International Inc.
-0.54%
-$4,569.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$59,402.7 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$5,037.73 
VNQ Vanguard Real Estate ETF
-0.53%
-$8,825 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$11,461.83 
LNT Alliant Energy Corporation
-0.51%
-$153.87 
AMT American Tower Corporation
-0.51%
-$9.9 
SO The Southern Company
-0.49%
-$1,057.8 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$19,395.38 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$5,616.1 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$7,732.94 
LSTR Landstar System Inc.
-0.48%
-$122.84 
DUK Duke Energy Corporation
-0.47%
-$1,547.34 
VTV Vanguard Value ETF
-0.46%
-$13,616.6 
ECL Ecolab Inc.
-0.45%
-$905.2 
VO Vanguard Mid-Cap ETF
-0.44%
-$22,025.52 
SHEL Shell plc
-0.43%
-$1,008 
MUR Murphy Oil Corporation
-0.43%
-$41.09 
MGV Vanguard Mega Cap Value ETF
-0.41%
-$414 
EMBX VanEck Emerging Markets Bond ETF
-0.41%
-$2,051.35 
WEC WEC Energy Group Inc.
-0.41%
-$92.02 
WTFC Wintrust Financial Corporation
-0.4%
-$99.52 
ISHG iShares 3 Year International Treasury Bond ETF
-0.4%
-$133,103.83 
O Realty Income Corporation
-0.4%
-$38.77 
IWO iShares Russell 2000 Growth ETF
-0.39%
-$1,879.85 
CSX CSX Corporation
-0.39%
-$110.39 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$23,093.78 
IVLU iShares MSCI International Value Factor ETF
-0.38%
-$48.11 
USB U.S. Bancorp
-0.37%
-$161 
EPD Enterprise Products Partners L.P.
-0.36%
-$126 
IWL iShares Russell Top 200 ETF
-0.36%
-$848.5 
MPC Marathon Petroleum Corporation
-0.35%
-$207 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$24.36 
GWW W.W. Grainger, Inc.
-0.34%
-$1,248.3 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,921.26 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,155.32 
IWB iShares Russell 1000 ETF
-0.33%
-$17.81 
IVV iShares Core S&P 500 ETF
-0.32%
-$104,191.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,945.14 
VB Vanguard Small-Cap ETF
-0.32%
-$13,091.75 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$1,092 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$6,796.86 
MGC Vanguard Mega Cap ETF
-0.31%
-$1,332.96 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$170.28 
XVV iShares ESG Screened S&P 500
-0.3%
-$12,708.67 
HEQT Simplify Hedged Equity ETF
-0.29%
-$90.1 
OEF iShares S&P 100 ETF
-0.29%
-$21.9 
CTAS Cintas Corporation
-0.28%
-$94.62 
ROST Ross Stores, Inc.
-0.24%
-$77.62 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$512.99 
A Agilent Technologies Inc.
-0.24%
-$55.38 
PKG Packaging Corporation of America
-0.23%
-$707.84 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$972.73 
BA Boeing Company
-0.21%
-$308.88 
OKE ONEOK, Inc.
-0.2%
-$64.22 
BIMIX Baird Intermediate Bond Fund Institutional Class
-0.2%
-$74.68 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$266.42 
IWM iShares Russell 2000 ETF
-0.19%
-$23,219.06 
BX Blackstone Inc.
-0.19%
-$21.6 
VRP Invesco Variable Rate Preferred ETF
-0.19%
-$1,802.52 
ISPY ProShares S&P High Income ETF
-0.19%
-$2,330.73 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.17%
-$55,428.8 
VUG Vanguard Growth ETF
-0.16%
-$19,605.88 
EWC iShares MSCI Canada ETF
-0.16%
-$38 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$135.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$4,193.13 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$1,729.39 
AMP Ameriprise Financial, Inc.
-0.13%
-$109.98 
AIZ Assurant Inc.
-0.11%
-$3.52 
FNSOX Fidelity Short-Term Bond Index Fund
-0.1%
-$9.74 
MTN Vail Resorts, Inc.
-0.09%
-$56.03 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$2,202.86 
WTPI WisdomTree Equity Premium Income Fund
-0.09%
-$1,061.28 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$5,099.42 
REG Regency Centers Corporation
-0.07%
-$14.37 
DVY iShares Select Dividend ETF
-0.04%
-$206.81 
SYSB iShares Systematic Bond ETF
-0.04%
-$3,795.9 
IWD iShares Russell 1000 Value ETF
-0.03%
-$219.6 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$11.5 
PEP PepsiCo, Inc.
-0.01%
-$220.57 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$1,462.24 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$1,869.36 Events
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Dividends
Dividend Analysis
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| Trades 1675 | Longs Won 941/1675 56% | Profit Factor 8.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $728,910.09 |
| Average Win $163,504.7 | Best Trade (Jun 30) $21.32M | Sharpe Ratio -130.87 |
| Average Loss -$24,422.14 | Worst Trade (Sep 11) -$1.15M | Z-Score -1.35 (82.57%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $81,153.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 156 | $20,721 | $22,865.7 | - | $2,144.7 | 10.35% | -0.242% |
| AAPL Apple Inc. | 23,011 | $5.36M | $7.69M | - | $2.32M | 43.31% | +0.539% |
| ABBV AbbVie Inc. | 18,449 | $3.87M | $4.83M | - | $955,554.32 | 24.69% | +1.727% |
| ABNB Airbnb, Inc. | 271 | $38,781 | $46,174.33 | - | $7,393.33 | 19.06% | +0.115% |
| ABT Abbott Laboratories | 15,509 | $1.77M | $1.59M | - | -$175,106.11 | -9.89% | +0.873% |
| ACN Accenture plc Class A | 273 | $33,972 | $53,292.33 | - | $19,320.33 | 56.87% | +6.15% |
| ADI Analog Devices, Inc. | 159 | $63,150 | $57,499.17 | - | -$5,650.83 | -8.95% | -4.528% |
| ADP Automatic Data Processing Inc. | 5,938 | $1.64M | $1.64M | - | -$1,338.62 | -0.08% | +3.073% |
| AEP American Electric Power Company, Inc. | 48 | $6,567 | $5,868 | - | -$699 | -10.64% | -0.876% |
| AFG American Financial Group Inc. | 185 | $25,889 | $26,504.95 | - | $615.95 | 2.38% | +0.923% |
| AFL Aflac Inc. | 6,100 | $681,977.91 | $713,486.5 | - | $31,508.59 | 4.62% | +1.462% |
| AGRH iShares Interest Rate Hedged U.S. Aggregate Bond ETF | 11,198 | $291,083.53 | $293,499.58 | - | $2,416.05 | 0.83% | 0.0 |
| AIZ Assurant Inc. | 11 | $2,954 | $3,103.54 | - | $149.54 | 5.06% | -0.113% |
| AKAM Akamai Technologies Inc. | 224 | $26,479 | $23,646.76 | - | -$2,832.24 | -10.7% | -1.146% |
| ALB Albemarle Corporation | 182 | $24,575 | $21,008.26 | - | -$3,566.74 | -14.51% | -1.778% |
| ALL Allstate Corporation | 814 | $193,683 | $210,130.03 | - | $16,447.03 | 8.49% | +1.748% |
| AMAGX Amana Growth Fund Investor | 1,220 | $131,846 | $128,783.2 | - | -$3,062.8 | -2.32% | +0.918% |
| AMAT Applied Materials, Inc. | 70 | $50,610 | $29,803.2 | - | -$20,806.8 | -41.11% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 1,732 | $316,244.83 | $859,063.34 | - | $542,818.51 | 171.65% | -3.901% |
| AMGN Amgen Inc. | 1,156 | $382,677.67 | $441,291.44 | - | $58,613.77 | 15.32% | +1.163% |
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FAQ
Which stocks have generated the highest profits for Jacob Going?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Momentum ETF - $23.88M, Invesco S&P 500 Quality ETF - $5.55M, WisdomTree Floating Rate Treasury Fund - $4.5M, WisdomTree Efficient Gold Plus - $4.49M, and JPMorgan Core Plus Bond ETF - $3.2M. 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: Novo Nordisk A/S Sponsored ADR - $300,512.03, Chipotle Mexican Grill, Inc - $199,761.75, William Blair International Growth Fund Class I - $133,953.18, NextEra Energy, Inc - $127,074.84, and UnitedHealth Group Incorporated - $103,549.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jacob Going's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.42M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $4.34M, JPMorgan Core Plus Bond ETF - $3.96M, WisdomTree Efficient Gold Plus - $2.07M, Vanguard Ultra-Short Bond ETF - $1.63M, and Janus Henderson AAA CLO ETF - $1.38M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jacob Going's monthly returns?
Jacob Going'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 Jacob Going's strategy be considered aggressive or moderate?
Jacob Going'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 Jacob Going's strategy?
Jacob Going'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.
