Joe Miller Portfolio
Invests via Miller Financial Services LLC | Managed by Joe Miller
Invests via Miller Financial Services LLC
Managed by Joe Miller
Automatically Tracked
Joe Miller Profile
Growth-stage investor focused on software and fintech with operational experience scaling B2B businesses and guiding exits and follow-on financings. Joe Miller brings cross-border deal experience, board-level governance, and hands-on portfolio management, prioritizing unit economics and SaaS metrics; he has previous founder and executive roles and works with growth equity and venture rounds. Market-facing strengths include diligence on go-to-market motion, KPI-driven operational improvements, and capital structure optimization, making him a frequent participant in Series B–C rounds and strategic secondary transactions.
Growth-stage investor focused on software and fintech with operational experience scaling B2B businesses and guiding exits and follow-on financings. Joe Miller brings cross-border deal experience, board-level governance, and hands-on portfolio management, prioritizing unit economics and SaaS metrics; he has previous founder and executive roles and works with growth equity and venture rounds. Market-facing strengths include diligence on go-to-market motion, KPI-driven operational improvements, and capital structure optimization, making him a frequent participant in Series B–C rounds and strategic secondary transactions.
Investment Philosophy & Strategy
Growth-stage investor concentrating on software and fintech, blending founder/operator experience with growth-equity discipline. Prefers Series B–C and strategic secondaries, focusing on unit economics, SaaS KPIs, and scalable go-to-market motions. Uses hands-on board governance to drive ARR expansion, retention, and margin leverage while optimizing capital structure for follow-on rounds and exits. Investment style is KPI-driven, operationally active, cross-border aware and pragmatic on valuation; time horizon targets multi-year value creation with staged capital deployment and disciplined risk controls.
Growth-stage investor concentrating on software and fintech, blending founder/operator experience with growth-equity discipline. Prefers Series B–C and strategic secondaries, focusing on unit economics, SaaS KPIs, and scalable go-to-market motions. Uses hands-on board governance to drive ARR expansion, retention, and margin leverage while optimizing capital structure for follow-on rounds and exits. Investment style is KPI-driven, operationally active, cross-border aware and pragmatic on valuation; time horizon targets multi-year value creation with staged capital deployment and disciplined risk controls.
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:
3.25%
Gain
Monthly
0.17%
Yearly
2.1%
Drawdown
14.55%
$96.02M
Equity
Holdings
$96.02M
Investment
$85.32M
$13.85M
Profit +$156,571.64
Realized
$3.15M
Unrealized
$10.71M
Dividends
$2.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$156,571.64
Win %
61%
This Week
Compared To Last Week
Gain
0.74%
Profit
$708,785.39
Win %
61%
This Month
Compared to last month
Gain
1.25%
Profit
$1.18M
Win %
61%
This Year
Compared to last year
Gain
7.21%
Profit
$6.45M
Win %
63%
ABT Abbott Laboratories
+10.33%
+$55,331.55 
HUBS HubSpot, Inc.
+4.31%
+$11,566.05 
MDLZ Mondelez International, Inc.
+4.28%
+$12,870.41 
NKE Nike, Inc. - Class B
+4.04%
+$8,541.5 
WM Waste Management, Inc.
+4.04%
+$12,925 
ZTS Zoetis Inc.
+3.62%
+$7,438.78 
UPS United Parcel Service, Inc.
+3.5%
+$108,541.02 
NNVC Nanoviricides Inc.
+3.5%
+$6,300 
ISRG Intuitive Surgical, Inc.
+3.24%
+$14,929.46 
CAG Conagra Brands Inc.
+2.99%
+$42,233.46 
RDN Radian Group Inc.
+2.97%
+$16,128 
COST Costco Wholesale Corporation
+2.9%
+$22,362.19 
PEP PepsiCo, Inc.
+2.86%
+$40,542.12 
VZ Verizon Communications Inc.
+2.8%
+$26,905.2 
PYPL PayPal Holdings Inc
+2.79%
+$36,614.32 
KO The Coca-Cola Company
+2.78%
+$7,650.89 
FLG Flagstar Bank, National Association
+2.77%
+$11,024.06 
SHOP Shopify Inc.
+2.66%
+$18,131.19 
SWK Stanley Black & Decker Inc.
+2.65%
+$12,682.19 
MCD McDonald's Corporation
+2.62%
+$12,058.25 
ORI Old Republic International Corp.
+2.53%
+$14,070.9 
MSFT Microsoft Corp.
+2.52%
+$26,186.22 
MA Mastercard Incorporated
+2.48%
+$19,969.56 
BMY Bristol-Myers Squibb Company
+2.47%
+$28,580.95 
MO Altria Group, Inc.
+2.41%
+$20,347.3 
KMB Kimberly-Clark Corporation
+2.39%
+$14,180.18 
GSK GSK plc Sponsored ADR
+2.39%
+$4,987.65 
LOW Lowe's Companies Inc.
+2.31%
+$9,215.51 
DIS The Walt Disney Company
+2.15%
+$6,648.29 
CTVA Corteva Inc.
+2.09%
+$4,530.76 
V Visa Inc. Class A
+2.08%
+$30,877.92 
CHDN Churchill Downs Incorporated
+2.05%
+$5,427.19 
AAPL Apple Inc.
+1.74%
+$75,275.09 
PFLT PennantPark Floating Rate Capital Ltd.
+1.73%
+$1,349 
CHWY Chewy Inc.
+1.67%
+$8,404.27 
PNNT PennantPark Investment Corporation
+1.63%
+$866.47 
PTLO Portillo's Inc.
+1.55%
+$1,974.8 
VHT Vanguard Health Care ETF
+1.53%
+$4,378.06 
UNH UnitedHealth Group Incorporated
+1.5%
+$5,890.66 
VNOM Viper Energy Inc. Class A Common Stock
+1.49%
+$3,055.68 
KMI Kinder Morgan, Inc.
+1.48%
+$22,927.3 
WYNN Wynn Resorts, Limited
+1.42%
+$2,710.92 
HD The Home Depot, Inc.
+1.33%
+$10,333.06 
JNJ Johnson & Johnson
+1.12%
+$4,844.73 
OLN Olin Corporation
+1.12%
+$4,823.56 
DUK Duke Energy Corporation
+1.11%
+$3,280.26 
PFE Pfizer Inc.
+1.11%
+$4,933.77 
UBER Uber Technologies, Inc.
+1.09%
+$11,751.69 
MELI MercadoLibre, Inc.
+0.98%
+$7,230.03 
DE Deere & Company
+0.97%
+$5,570.43 
D Dominion Energy, Inc.
+0.55%
+$5,592.99 
MMM 3M Company
+0.55%
+$2,945.36 
BTZ BlackRock Credit Allocation Income Trust
+0.39%
+$520 
VTV Vanguard Value ETF
+0.32%
+$1,901.36 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$3,388.32 
AEP American Electric Power Company, Inc.
+0.28%
+$989.23 
NOW ServiceNow, Inc.
+0.27%
+$971.6 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
+0.25%
+$1,476.72 
KDEC INN US Small Cap Beta ETF
+0.18%
+$1,000.6 
VB Vanguard Small-Cap ETF
+0.12%
+$604.44 
LMT Lockheed Martin Corporation
+0.11%
+$295.8 
OXY Occidental Petroleum Corporation
+0.09%
+$223.9 
VPU Vanguard Utilities ETF
+0.03%
+$97.5 
NET Cloudflare Inc.
+0.03%
+$436.32 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.01%
+$134.55 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$273.44 
KAUG
0%
$0 
KMAR
0%
$0 
XAGG
0%
$0 
PCT PureCycle Technologies, Inc.
-10.14%
-$37,337.3 
IRD Opus Genetics Inc.
-7.04%
-$5,390 
AMD Advanced Micro Devices, Inc.
-6.41%
-$88,377.3 
ONDS Ondas Holdings Inc.
-6.38%
-$4,978.11 
DTIL Precision Biosciences Inc.
-5.11%
-$7,650 
PSTV Plus Therapeutics Inc
-4.66%
-$380 
GNRC Generac Holdings Inc.
-4.58%
-$38,089.01 
CAVA Cava Group Inc.
-4.49%
-$46,737.16 
CAT Caterpillar Inc.
-4.36%
-$37,602.12 
ETN Eaton Corporation plc
-4.36%
-$116,244 
RNAC Cartesian Therapeutics Inc.
-4.18%
-$8,029.05 
SLV iShares Silver Trust
-3.83%
-$31,798 
GOOGL Alphabet Inc
-3.82%
-$57,154.59 
GOOG Alphabet Inc
-3.82%
-$37,624.85 
GDX VanEck Gold Miners ETF
-3.74%
-$20,613.08 
PTN Palatin Technologies, Inc.
-3.71%
-$4,158 
B BARRICK MINING CORP Common Stock (ABR0)
-3.5%
-$10,232.01 
CTMX CytomX Therapeutics Inc.
-3.44%
-$9,115.2 
BEPC Brookfield Renewable Corporation
-3.15%
-$8,662.5 
IVVD Invivyd Inc.
-2.71%
-$2,320.5 
SOFI SoFi Technologies, Inc.
-2.35%
-$47,746.86 
CTXR Citius Pharmaceuticals, Inc.
-2.09%
-$155.4 
GLD SPDR Gold Shares
-1.96%
-$3,735.4 
META Meta Platforms Inc Class A
-1.84%
-$12,200.25 
VNRX VolitionRx Limited
-1.7%
-$31 
CRWD CrowdStrike Holdings, Inc.
-1.52%
-$43,029 
VBK Vanguard Small-Cap Growth ETF
-1.4%
-$5,951.13 
RTX RTX Corporation
-1.31%
-$4,816.2 
IBIT iShares Bitcoin Trust
-1.2%
-$2,334.53 
BA Boeing Company
-1.2%
-$5,350.5 
SLB Schlumberger Limited
-1.19%
-$4,830.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$3,683.32 
AMZN Amazon.com Inc
-0.62%
-$20,510.48 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$5,096 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$1,845.91 
F Ford Motor Company
-0.56%
-$1,206.16 
ZS Zscaler Inc.
-0.47%
-$1,436.4 
DOW Dow Inc.
-0.35%
-$550.83 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.34%
-$943.2 
IWM iShares Russell 2000 ETF
-0.26%
-$7,358.89 
VGLT Vanguard Long-Term Treasury Fund
-0.18%
-$4,967.55 
TLT iShares 20+ Year Treasury Bond ETF
-0.17%
-$6,437.06 
EVTR Eaton Vance Total Return Fund
-0.11%
-$825.77 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.1%
-$374.88 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$4,916.82 
VO Vanguard Mid-Cap ETF
-0.09%
-$402.36 
FBND Fidelity Total Bond ETF
-0.06%
-$310.23 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.02%
-$187.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$223.5 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$110.85 Events
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Dividends
Dividend Analysis
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| Trades 616 | Longs Won 379/616 61% | Profit Factor 3.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $124,865.31 |
| Average Win $54,085.64 | Best Trade (Jul 15) $1.36M | Sharpe Ratio -11.55 |
| Average Loss -$28,036.1 | Worst Trade (Mar 31) -$684,867.96 | Z-Score -0.44 (33.8%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $22,490.1 |
| 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 | 3,425 | 3,082 | 2,740 | 2,397 | 2,055 | 1,712 | 1,370 | 1,027 | 685 | 342 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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