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

Tracking: 0 Updated: Jul 16 at 01:30 PM

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.

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.

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:

5.75%

Gain

Monthly

0.1%

Yearly

1.25%

Drawdown

37.08%

$150.25M

Equity

Holdings

$150.25M

Investment

$86.75M

$70.15M

Profit +$192,778.43

Realized

$6.66M

Unrealized

$63.49M

Dividends

$1.84M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$192,778.43

Win %

81%

This Week

Compared To Last Week

Gain

2.98%

Profit

$4.34M

Win %

81%

This Month

Compared to last month

Gain

10.94%

Profit

$14.82M

Win %

81%

This Year

Compared to last year

Gain

29.06%

Profit

$33.83M

Win %

75%

Gainers
Losers

AAPL Apple Inc.

+4.01%

+$3.94M

CHRW C.H. Robinson Worldwide, Inc.

+1.39%

+$5,307.5

AMZN Amazon.com Inc

+0.96%

+$214,776.12

AKAM Akamai Technologies Inc.

+0.82%

+$11,583

GOOGL Alphabet Inc

+0.5%

+$1,803.75

BRK-B Berkshire Hathaway Inc.

+0.47%

+$1,702

SD SandRidge Energy Inc.

+0.4%

+$316.25

TKO Tko Group Holdings Inc.

+0.01%

+$318.5

TOI The Oncology Institute Inc.

AMAT Applied Materials, Inc.

-2.81%

-$21,917.31

KTOS Kratos Defense & Security Solutions, Inc.

-1.77%

-$5,586.1

PLTR Palantir Technologies Inc.

-0.4%

-$11,143.25

LYV Live Nation Entertainment, Inc.

-0.2%

-$4,382

Events

Dividends

Dividend Analysis

No Data

Trades 286	Longs Won 94/286 32%	Profit Factor 10.68
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.67M
Average Win $823,370.82	Best Trade (Jul 16) $44.34M	Sharpe Ratio -11.04
Average Loss -$37,745.26	Worst Trade (Jun 30) -$844,816	Z-Score -2.65 (100%)
Commissions $0	Avg. Trade Length 8m 3w	Expectancy $245,278.91

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%	0.08%	0.53%	2.58%	10.14%	33.94%
Consecutive Losing Trades	3,984	3,586	3,187	2,789	2,390	1,992	1,594	1,195	797	398