JAI
Josh Arnold Investment Consultant LLC Portfolio
Invests via Josh Arnold Investment Consultant LLC | Managed by Jordan Green
Invests via Josh Arnold Investment Consultant LLC
Managed by Jordan Green
Automatically Tracked
Company Profile
As an investment consultant, Josh Arnold Investment Consultant LLC provides tailored advisory services designed to help clients navigate complex market landscapes. Specializing in wealth management and strategic financial planning, the firm works closely with both individuals and institutions seeking to optimize their investment approaches. With a commitment to delivering customized solutions based on extensive market insights, the company has built a reputation for fostering strong client relationships while guiding effective capital deployment. This consultancy emphasizes clarity in communication and a hands-on approach, positioning itself as an essential partner for navigating today’s evolving financial environment.
As an investment consultant, Josh Arnold Investment Consultant LLC provides tailored advisory services designed to help clients navigate complex market landscapes. Specializing in wealth management and strategic financial planning, the firm works closely with both individuals and institutions seeking to optimize their investment approaches. With a commitment to delivering customized solutions based on extensive market insights, the company has built a reputation for fostering strong client relationships while guiding effective capital deployment. This consultancy emphasizes clarity in communication and a hands-on approach, positioning itself as an essential partner for navigating today’s evolving financial environment.
Investment Philosophy & Strategy
Operating at the intersection of analytics and strategy, Josh Arnold Investment Consultant LLC pursues a consultative model that emphasizes personalized investment solutions. The firm thrives on understanding diverse client needs and translating market dynamics into actionable insights. Its methodology leverages both quantitative analysis and qualitative assessments to guide clients through financial complexities. With a focus on building robust partnerships, the consultancy aspires to elevate decision-making processes while ensuring alignment with long-term aspirations.
Operating at the intersection of analytics and strategy, Josh Arnold Investment Consultant LLC pursues a consultative model that emphasizes personalized investment solutions. The firm thrives on understanding diverse client needs and translating market dynamics into actionable insights. Its methodology leverages both quantitative analysis and qualitative assessments to guide clients through financial complexities. With a focus on building robust partnerships, the consultancy aspires to elevate decision-making processes while ensuring alignment with long-term aspirations.
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:
61.33%
Gain +1.18%
Monthly
0.79%
Yearly
9.93%
Drawdown
28.47%
$168.41M
Equity
Holdings
$168.41M
Investment
$111.37M
$54.45M
Profit +$1.72M
Realized
-$2.6M
Unrealized
$57.04M
Dividends
$2.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.18%
Profit
$1.72M
Win %
64%
This Week
Compared To Last Week
Gain
1.96%
Profit
$3.23M
Win %
64%
This Month
Compared to last month
Gain
6.7%
Profit
$10.57M
Win %
64%
This Year
Compared to last year
Gain
6.27%
Profit
$9.93M
Win %
57%
KOPN Kopin Corporation
+13.87%
+$301,500 
AGL Agilon Health Inc.
+9%
+$584,000 
FABC Fabric.AI, Inc.
+2.91%
+$22,039.84 
DKNG DraftKings Inc.
+2.83%
+$21,960 
PRCH Porch Group Inc.
+2.6%
+$166,781.12 
TKO Tko Group Holdings Inc.
+0.8%
+$11,944.07 
TOI The Oncology Institute Inc.
+0.65%
+$98,574.36 
AAPL Apple Inc.
+0.22%
+$205,928.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$270 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
0%
$0 
LESL Leslie's, Inc.
-16.23%
-$47,533.75 
AMAT Applied Materials, Inc.
-5.12%
-$36,799.19 
PLTR Palantir Technologies Inc.
-2.78%
-$74,127.57 
INTC Intel Corporation
-1.97%
-$35,689.5 
SPCX Space Exploration Technologies Corp. Class A
-1.08%
-$32,254.19 
AMZN Amazon.com Inc
-0.94%
-$226,072.75 
SEZL Sezzle Inc.
-0.7%
-$1,364.98 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$2,146 
CHRW C.H. Robinson Worldwide, Inc.
-0.52%
-$1,505.4 
YOU Clear Secure Inc.
-0.48%
-$3,201 
AKAM Akamai Technologies Inc.
-0.24%
-$3,967.5 Events
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Dividends
Dividend Analysis
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| Trades 303 | Longs Won 127/303 41% | Profit Factor 2.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.48M |
| Average Win $655,375.48 | Best Trade (Aug 31) $41.44M | Sharpe Ratio -10.16 |
| Average Loss -$163,561.99 | Worst Trade (Mar 30) -$5.83M | Z-Score -1.3 (80.99%) |
| Commissions $0 | Avg. Trade Length 8m 2w 6d | Expectancy $179,689.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.69% | 3.1% | 11.39% | 35.85% |
| Consecutive Losing Trades | 1,030 | 927 | 824 | 721 | 618 | 515 | 412 | 309 | 206 | 103 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 307,356 | $54.48M | $94.03M | - | $39.55M | 72.6% | +0.219% |
| AGL Agilon Health Inc. | 73,000 | $8.41M | $7.07M | - | -$1.33M | -15.85% | +8.999% |
| AKAM Akamai Technologies Inc. | 13,225 | $1.52M | $1.65M | - | $128,977.5 | 8.46% | -0.239% |
| AMAT Applied Materials, Inc. | 1,345 | $221,803.35 | $682,157.09 | - | $460,353.74 | 207.55% | -5.118% |
| AMZN Amazon.com Inc | 91,158 | $14.35M | $23.94M | - | $9.59M | 66.87% | -0.935% |
| BRK-B Berkshire Hathaway Inc. | 740 | $371,961 | $372,982.2 | - | $1,021.2 | 0.27% | -0.572% |
| CHRW C.H. Robinson Worldwide, Inc. | 1,930 | $255,532 | $286,740.12 | - | $31,208.12 | 12.21% | -0.522% |
| DKNG DraftKings Inc. | 30,500 | $770,430 | $797,270 | - | $26,840 | 3.48% | +2.832% |
| FABC Fabric.AI, Inc. | 275,498 | $928,428.26 | $779,659.34 | - | -$148,768.92 | -16.02% | +2.909% |
| INTC Intel Corporation | 17,325 | $2.42M | $1.78M | - | -$643,277.25 | -26.59% | -1.97% |
| KOPN Kopin Corporation | 450,000 | $1.94M | $2.48M | - | $531,000 | 27.31% | +13.872% |
| LESL Leslie's, Inc. | 380,270 | $2.73M | $245,274.14 | - | -$2.49M | -91.03% | -16.234% |
| PLTR Palantir Technologies Inc. | 14,915 | $1.7M | $2.6M | - | $897,674.25 | 52.86% | -2.776% |
| PRCH Porch Group Inc. | 379,048 | $5.53M | $6.59M | - | $1.05M | 19.04% | +2.597% |
| RQI Cohen & Steers Quality Income Realty Fund, Inc. | 37,550 | $462,240.5 | $469,375 | - | $7,134.5 | 1.54% | 0.0 |
| SEZL Sezzle Inc. | 1,500 | $257,445 | $193,440.01 | - | -$64,004.99 | -24.86% | -0.701% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 9,000 | $906,030 | $905,040 | - | -$990 | -0.11% | +0.03% |
| SPCX Space Exploration Technologies Corp. Class A | 21,220 | $3.63M | $2.97M | - | -$659,729.8 | -18.2% | -1.076% |
| TKO Tko Group Holdings Inc. | 7,465 | $1.45M | $1.5M | - | $48,450.55 | 3.33% | +0.801% |
| TOI The Oncology Institute Inc. | 2.46M | $8.28M | $15.28M | - | $7M | 84.61% | +0.649% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Josh Arnold Investment Consultant LLC?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $4.92M, Evolv Technologies Holdings, Inc - $1.58M, Tko Group Holdings Inc - $1.33M, Palantir Technologies Inc - $1.22M, and PowerFleet Inc - $1.19M. 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: Snowflake Inc - $5.83M, Evolent Health Inc - $1.64M, Caesars Entertainment, Inc - $1.2M, Block, Inc - $899,633.84, and Amazon.com Inc - $759,791.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Josh Arnold Investment Consultant LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.03M earned over time. The largest contributors to dividend income include Apple Inc - $1.66M, Teleflex Incorporated - $90,100, Tko Group Holdings Inc - $84,569.25, Cohen & Steers Quality Income Realty Fund, Inc - $42,178, and Best Buy Co., Inc - $35,310. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Josh Arnold Investment Consultant LLC's monthly returns?
Josh Arnold Investment Consultant LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Josh Arnold Investment Consultant LLC's strategy be considered aggressive or moderate?
Josh Arnold Investment Consultant LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Josh Arnold Investment Consultant LLC's strategy?
Josh Arnold Investment Consultant LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
