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:
19.3%
Gain +1.04%
Monthly
0.81%
Yearly
10.12%
Drawdown
12.11%
$741.23M
Equity
Holdings
$741.23M
Investment
$637.6M
$116.29M
Profit +$7.07M
Realized
$12.67M
Unrealized
$103.63M
Dividends
$30.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$7.07M
Win %
69%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$7.36M
Win %
69%
This Month
Compared to last month
Gain
-3.21%
Profit
-$24.54M
Win %
69%
This Year
Compared to last year
Gain
7.82%
Profit
$53.73M
Win %
69%
INTC Intel Corporation
+6.65%
+$72,328.27 
FCX Freeport-McMoRan Inc.
+5.08%
+$12,841.47 
GLW Corning Incorporated
+4.92%
+$22,604.97 
AMD Advanced Micro Devices, Inc.
+4.66%
+$47,727.79 
SIVR abrdn Physical Silver Shares ETF
+4.64%
+$84,490 
TSLA Tesla, Inc.
+3.54%
+$45,156.82 
TXN Texas Instruments Inc
+3.28%
+$53,672.15 
ORCL Oracle Corporation
+2.96%
+$53,555.62 
SPMO Invesco S&P 500 Momentum ETF
+2.86%
+$3.27M 
CAT Caterpillar Inc.
+2.51%
+$34,230.75 
CMI Cummins Inc.
+2.48%
+$7,917.5 
IDMO Invesco S&P International Developed Momentum ETF
+1.91%
+$166,243.15 
XOVR ERShares Private-Public Crossover ETF
+1.84%
+$3,550 
GS The Goldman Sachs Group, Inc.
+1.81%
+$65,413.53 
XOM Exxon Mobil Corporation
+1.8%
+$55,682.3 
HON Honeywell International Inc.
+1.75%
+$8,555.7 
EMR Emerson Electric Co.
+1.7%
+$7,857.84 
IAU iShares Gold Trust
+1.59%
+$4,135.9 
SGOL abrdn Physical Gold Shares ETF
+1.56%
+$22,610 
AVGO Broadcom Inc.
+1.42%
+$77,131.09 
NVDA NVIDIA Corporation
+1.4%
+$81,743.72 
IWP iShares Russell Mid-Cap Growth ETF
+1.37%
+$14,439.6 
VEU Vanguard FTSE All-World ex-US ETF
+1.37%
+$61,832.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$54,028.49 
IWF iShares Russell 1000 Growth ETF
+1.3%
+$10,881 
USG USCF Gold Strategy Plus Income Fund
+1.29%
+$7,771.62 
LLY Eli Lilly and Company
+1.28%
+$19,900.23 
SPHQ Invesco S&P 500 Quality ETF
+1.28%
+$578,343.24 
VOT Vanguard Mid-Cap Growth ETF
+1.27%
+$16,777.2 
GDE WisdomTree Efficient Gold Plus
+1.27%
+$477,835.05 
IWO iShares Russell 2000 Growth ETF
+1.25%
+$6,143.9 
EFA iShares MSCI EAFE ETF
+1.13%
+$19,594.72 
IEFA iShares Core MSCI EAFE ETF
+1.11%
+$11,050.5 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$41,171.63 
JPM JPMorgan Chase & Co.
+1.02%
+$60,349.9 
EFV iShares MSCI EAFE Value ETF
+1.01%
+$4,276.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1%
+$108,371.25 
ETN Eaton Corporation plc
+1%
+$3,191.96 
CI The Cigna Group
+0.91%
+$3,503.63 
PH Parker-Hannifin Corporation
+0.9%
+$3,224.34 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.89%
+$26,350 
DOV Dover Corporation
+0.88%
+$3,915.52 
COP ConocoPhillips
+0.87%
+$2,711.85 
ABBV AbbVie Inc.
+0.86%
+$40,922.53 
APD Air Products and Chemicals, Inc.
+0.85%
+$8,797.55 
SHEL Shell plc
+0.83%
+$1,728 
VUG Vanguard Growth ETF
+0.83%
+$111,408.87 
BAC Bank of America Corporation
+0.82%
+$5,117.31 
IQLT iShares MSCI International Quality Factor ETF
+0.81%
+$12,631.31 
IWM iShares Russell 2000 ETF
+0.78%
+$98,747.52 
IWL iShares Russell Top 200 ETF
+0.76%
+$3,475 
GEV GE Vernova Inc.
+0.74%
+$5,391.26 
T AT&T Inc.
+0.73%
+$1,434.72 
MGC Vanguard Mega Cap ETF
+0.68%
+$2,843.14 
IVV iShares Core S&P 500 ETF
+0.65%
+$206,728.54 
RTX RTX Corporation
+0.65%
+$4,636.33 
SPY SPDR S&P 500 ETF Trust
+0.63%
+$5,723.64 
IWV ISHARES RUSSELL 3000 ETF
+0.62%
+$2,104 
ISPY ProShares S&P High Income ETF
+0.59%
+$5,521.88 
XVV iShares ESG Screened S&P 500
+0.58%
+$23,212.86 
IJR iShares Core S&P Small-Cap ETF
+0.54%
+$12,154.15 
VB Vanguard Small-Cap ETF
+0.54%
+$23,800.71 
IJH iShares Core S&P Mid-Cap ETF
+0.53%
+$131,394.38 
IJS iShares S&P Small-Cap 600 Value ETF
+0.52%
+$11,573.1 
VO Vanguard Mid-Cap ETF
+0.49%
+$24,651.82 
VTV Vanguard Value ETF
+0.46%
+$13,220 
JNJ Johnson & Johnson
+0.39%
+$7,798.8 
MRK Merck & Co., Inc.
+0.39%
+$6,422.4 
WTPI WisdomTree Equity Premium Income Fund
+0.38%
+$20,665.37 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$2,720.35 
BLK BlackRock, Inc.
+0.37%
+$1,081.42 
AMGN Amgen Inc.
+0.34%
+$1,526.23 
CVX Chevron Corporation
+0.33%
+$6,222.32 
PFE Pfizer Inc.
+0.32%
+$2,567.2 
SBUX Starbucks Corporation
+0.3%
+$5,840 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$1,051.2 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.26%
+$2,636.16 
AZO AutoZone Inc.
+0.25%
+$1,063.93 
NFLX Netflix, Inc.
+0.24%
+$565.95 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$11,453.54 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$1,075.5 
META Meta Platforms Inc Class A
+0.17%
+$4,697.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.16%
+$1,819.3 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.15%
+$4,495.76 
DE Deere & Company
+0.14%
+$340.3 
PKG Packaging Corporation of America
+0.14%
+$398.97 
AAPL Apple Inc.
+0.14%
+$10,441.2 
GD General Dynamics Corporation
+0.12%
+$278.97 
VNQ Vanguard Real Estate ETF
+0.09%
+$1,615.14 
BMY Bristol-Myers Squibb Company
+0.07%
+$395.84 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$577.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$81.62 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$166.32 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$1,101.06 
IWD iShares Russell 1000 Value ETF
+0.01%
+$54.9 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$113.46 
AGRH iShares Interest Rate Hedged U.S. Aggregate Bond ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZFEB
0%
$0 
ZNOV
0%
$0 
PANW Palo Alto Networks, Inc.
-3.53%
-$17,578.68 
NOC Northrop Grumman Corporation
-3.08%
-$5,413.6 
AON Aon plc
-1.72%
-$4,524 
CL Colgate-Palmolive Company
-1.69%
-$104,105.75 
MO Altria Group, Inc.
-1.63%
-$5,949.85 
ADP Automatic Data Processing Inc.
-1.56%
-$23,692.62 
CRM Salesforce Inc
-1.54%
-$2,979.72 
WY Weyerhaeuser Company
-1.52%
-$3,650 
TJX The TJX Companies, Inc.
-1.47%
-$3,712.09 
GWW W.W. Grainger, Inc.
-1.39%
-$5,443.5 
TRV The Travelers Companies, Inc.
-1.32%
-$6,706.79 
PM Philip Morris International Inc.
-1.31%
-$9,469.79 
WMT Walmart Inc.
-1.24%
-$4,712.1 
AFL Aflac Inc.
-1.16%
-$8,754.93 
LMT Lockheed Martin Corporation
-1.13%
-$6,009.79 
LOW Lowe's Companies Inc.
-1.12%
-$27,427.33 
PG Procter & Gamble Co
-1.11%
-$9,422.16 
SO The Southern Company
-1.1%
-$2,560.48 
MCD McDonald's Corporation
-1.08%
-$17,240.5 
HD The Home Depot, Inc.
-1.07%
-$10,742.13 
SYK Stryker Corporation
-1.06%
-$11,077.23 
IBM International Business Machines Corporation
-1.05%
-$9,711.65 
NKE Nike, Inc. - Class B
-0.92%
-$2,566.8 
ICE Intercontinental Exchange, Inc.
-0.91%
-$1,754.4 
AMZN Amazon.com Inc
-0.89%
-$26,305.81 
MSFT Microsoft Corp.
-0.85%
-$48,137.84 
DUK Duke Energy Corporation
-0.8%
-$2,816.89 
SHW The Sherwin-Williams Company
-0.79%
-$1,927.5 
V Visa Inc. Class A
-0.78%
-$3,613.18 
MA Mastercard Incorporated
-0.78%
-$7,633 
XEL Xcel Energy Inc.
-0.74%
-$1,482.97 
CLX The Clorox Company
-0.72%
-$1,842.3 
AXP American Express Company
-0.66%
-$12,605.17 
COST Costco Wholesale Corporation
-0.64%
-$6,559.05 
BMI Badger Meter Inc.
-0.61%
-$1,460.72 
GOOG Alphabet Inc
-0.59%
-$43,461.55 
GOOGL Alphabet Inc
-0.58%
-$15,492.96 
GIS General Mills, Inc.
-0.53%
-$2,226 
ABT Abbott Laboratories
-0.52%
-$8,143.27 
UNP Union Pacific Corporation
-0.5%
-$4,876.38 
MLPA Global X MLP ETF
-0.47%
-$4,152.46 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$19,800.06 
BRK-B Berkshire Hathaway Inc.
-0.43%
-$16,010.24 
DVY iShares Select Dividend ETF
-0.41%
-$2,384.86 
PEP PepsiCo, Inc.
-0.28%
-$4,237 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.25%
-$3,301.76 
SYSB iShares Systematic Bond ETF
-0.2%
-$170,520 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.17%
-$5,119.28 
JCPB JPMorgan Core Plus Bond ETF
-0.15%
-$134,656.62 
KO The Coca-Cola Company
-0.1%
-$637.92 
NSC Norfolk Southern Corporation
-0.1%
-$1,629.44 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.08%
-$382.2 
USMV iShares MSCI USA Min Vol Factor ETF
-0.07%
-$2,985.99 
VOE Vanguard Mid-Cap Value ETF
-0.07%
-$3,946.45 
IWS iShares Russell Mid-Cap Value ETF
-0.06%
-$1,499.5 
GE General Electric Company
-0.05%
-$512.29 
OBIL US Treasury 12 Month Bill Mutual Fund
-0.03%
-$1,059.57 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$1,800.01 
ZDEK Innovator Equity Defined Protection ETF
-0.01%
-$359.6 
XBIL U.S. Treasury 6-Month Bill ETF
-0.01%
-$768.34 Events
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Dividends
Dividend Analysis
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| Trades 1325 | Longs Won 696/1325 52% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $759,366.66 |
| Average Win $190,829.94 | Best Trade (Jul 24) $23.67M | Sharpe Ratio -388.23 |
| Average Loss -$26,268.2 | Worst Trade (Jul 24) -$1.81M | Z-Score -3.76 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $87,769.76 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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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: WisdomTree Floating Rate Treasury Fund - $4.48M, WisdomTree Efficient Gold Plus - $4.42M, JPMorgan Core Plus Bond ETF - $4.37M, Invesco S&P 500 Quality ETF - $3.96M, and Simplify Hedged Equity ETF - $2.92M. 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 - $302,247.77, Chipotle Mexican Grill, Inc - $199,761.75, Colgate-Palmolive Company - $128,611.07, 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 $30.11M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $4.36M, WisdomTree Floating Rate Treasury Fund - $4.32M, WisdomTree Efficient Gold Plus - $2.07M, Vanguard Ultra-Short Bond ETF - $1.62M, and iShares Systematic Bond ETF - $1.34M. 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.
