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:
14.51%
Gain -0.51%
Monthly
0.68%
Yearly
8.46%
Drawdown
13.2%
$126.82M
Equity
Holdings
$126.82M
Investment
$114.61M
$14.52M
Profit -$502,806.96
Realized
$2.31M
Unrealized
$12.21M
Dividends
$2.89M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$502,806.96
Win %
58%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$620,403.62
Win %
58%
This Month
Compared to last month
Gain
-0.4%
Profit
-$502,806.96
Win %
58%
This Year
Compared to last year
Gain
2.75%
Profit
$3.32M
Win %
60%
AMZN Amazon.com Inc
+15.32%
+$484,626.43 
ETN Eaton Corporation plc
+7.32%
+$222,884.63 
GOOG Alphabet Inc
+6.88%
+$60,273.28 
GOOGL Alphabet Inc
+6.73%
+$89,071.08 
FTNT Fortinet Inc.
+4.99%
+$12,651.1 
TWLO Twilio Inc.
+3.36%
+$10,839.33 
META Meta Platforms Inc Class A
+3.28%
+$28,553.19 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$68,875.68 
MSFT Microsoft Corp.
+3.02%
+$73,588.81 
GNRC Generac Holdings Inc.
+2.71%
+$19,099.6 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$5,462.5 
CVX Chevron Corporation
+2.35%
+$17,569.24 
OXY Occidental Petroleum Corporation
+2%
+$4,869.76 
CHDN Churchill Downs Incorporated
+1.95%
+$5,610.85 
ZS Zscaler Inc.
+1.89%
+$5,105.77 
HUBS HubSpot, Inc.
+1.83%
+$5,814.89 
ZTS Zoetis Inc.
+1.66%
+$12,693.25 
KMI Kinder Morgan, Inc.
+1.64%
+$25,024.48 
VZ Verizon Communications Inc.
+1.52%
+$15,800.4 
LMT Lockheed Martin Corporation
+1.5%
+$4,401.3 
SLB Schlumberger Limited
+1.39%
+$5,592.32 
NOW ServiceNow, Inc.
+1.05%
+$6,571.4 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$2,439 
RNAC Cartesian Therapeutics Inc.
+0.91%
+$1,550.01 
IBM International Business Machines Corporation
+0.86%
+$1,592.92 
MCD McDonald's Corporation
+0.82%
+$4,435.22 
MPC Marathon Petroleum Corporation
+0.76%
+$3,585.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,858.01 
CAT Caterpillar Inc.
+0.7%
+$3,226.22 
BMY Bristol-Myers Squibb Company
+0.69%
+$10,512.45 
BEPC Brookfield Renewable Corporation
+0.63%
+$1,174.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,829.78 
MO Altria Group, Inc.
+0.57%
+$5,501.73 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,867.5 
RDN Radian Group Inc.
+0.46%
+$2,592 
CSX CSX Corporation
+0.42%
+$2,238.6 
PFE Pfizer Inc.
+0.4%
+$1,789.1 
RTX RTX Corporation
+0.39%
+$1,574.16 
PG Procter & Gamble Co
+0.37%
+$2,618.73 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,304.04 
PCT PureCycle Technologies, Inc.
+0.32%
+$1,237.6 
JPM JPMorgan Chase & Co.
+0.27%
+$7,212.62 
SO The Southern Company
+0.21%
+$600 
JNJ Johnson & Johnson
+0.21%
+$900.47 
MMM 3M Company
+0.12%
+$1,017.84 
ISRG Intuitive Surgical, Inc.
+0.1%
+$669.58 
WM Waste Management, Inc.
+0.1%
+$302.5 
WMT Walmart Inc.
+0.09%
+$211.2 
ABT Abbott Laboratories
+0.09%
+$832.14 
KDEC INN US Small Cap Beta ETF
+0.08%
+$483.89 
AEP American Electric Power Company, Inc.
+0.06%
+$592.69 
DIS The Walt Disney Company
+0.03%
+$84.03 
BIEAX Brandes International Equity Fund Class A
0%
$0 KAUG
KAUG
0%
$0 KMAR
KMAR
0%
$0 XAGG
XAGG
0%
$0 
OLN Olin Corporation
-16.51%
-$68,463.96 
CTVA Corteva Inc.
-11.9%
-$37,917.21 
CTXR Citius Pharmaceuticals, Inc.
-9.81%
-$8,060.01 
IVVD Invivyd Inc.
-8.08%
-$6,251 
AAPL Apple Inc.
-7.35%
-$320,280.24 
SYK Stryker Corporation
-6.42%
-$53,928.76 
CTMX CytomX Therapeutics Inc.
-5.49%
-$15,300 
SHOP Shopify Inc.
-4.29%
-$31,662.75 
GDX VanEck Gold Miners ETF
-3.49%
-$21,994.78 
CAG Conagra Brands Inc.
-3.46%
-$51,572.04 
IRD Opus Genetics Inc.
-3.38%
-$3,510 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$7,708.59 
ABBV AbbVie Inc.
-2.51%
-$15,178.62 
SLV iShares Silver Trust
-2.13%
-$24,327.6 
NFLX Netflix, Inc.
-2%
-$5,496.9 
NNVC Nanoviricides Inc.
-1.94%
-$3,360 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,702.95 
CAVA Cava Group Inc.
-1.82%
-$16,276.92 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,582.18 
NET Cloudflare Inc.
-1.56%
-$25,816.14 
PTN Palatin Technologies, Inc.
-1.41%
-$1,650 
PPG PPG Industries Inc.
-1.35%
-$12,856.13 
MDLZ Mondelez International, Inc.
-1.22%
-$4,372.84 
F Ford Motor Company
-1.21%
-$2,086.2 
PNNT PennantPark Investment Corporation
-1.2%
-$685.28 
ONDS Ondas Holdings Inc.
-1.19%
-$1,148.4 
DE Deere & Company
-1.13%
-$6,616.39 
PTLO Portillo's Inc.
-1.08%
-$521.25 
LOW Lowe's Companies Inc.
-1.08%
-$4,326.62 
KO The Coca-Cola Company
-1.02%
-$2,961.9 
SWK Stanley Black & Decker Inc.
-1.01%
-$4,769.49 
PFLT PennantPark Floating Rate Capital Ltd.
-1%
-$784.21 
UPS United Parcel Service, Inc.
-1%
-$28,144.2 
XOM Exxon Mobil Corporation
-0.97%
-$5,664.06 
SOFI SoFi Technologies, Inc.
-0.97%
-$18,211.68 
CHWY Chewy Inc.
-0.96%
-$5,463.48 
D Dominion Energy, Inc.
-0.8%
-$7,862.96 
KMB Kimberly-Clark Corporation
-0.8%
-$5,836.16 
PYPL PayPal Holdings Inc
-0.76%
-$7,792.84 
VHT Vanguard Health Care ETF
-0.76%
-$2,241.71 
MA Mastercard Incorporated
-0.74%
-$6,026.51 
GSK GSK plc Sponsored ADR
-0.73%
-$1,540.9 
VPU Vanguard Utilities ETF
-0.71%
-$2,040 
EVTR Eaton Vance Total Return Fund
-0.7%
-$5,629.4 
DUK Duke Energy Corporation
-0.67%
-$1,998.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$29,310.05 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$19,766.88 
PM Philip Morris International Inc.
-0.61%
-$3,563.57 
COF Capital One Financial Corporation
-0.54%
-$2,923.32 
LLY Eli Lilly and Company
-0.53%
-$6,644.92 
BTZ BlackRock Credit Allocation Income Trust
-0.5%
-$650 
ALL Allstate Corporation
-0.49%
-$5,070.05 
IWM iShares Russell 2000 ETF
-0.47%
-$11,960.86 
PEP PepsiCo, Inc.
-0.46%
-$33,024 
HD The Home Depot, Inc.
-0.42%
-$6,351 
MELI MercadoLibre, Inc.
-0.41%
-$3,936.7 
ORI Old Republic International Corp.
-0.39%
-$3,979.02 
VGT Vanguard Information Technology ETF
-0.38%
-$915.04 
CMS CMS Energy Corporation
-0.37%
-$720.36 
FTF Franklin Limited Duration Income Trust
-0.35%
-$325.12 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.33%
-$1,200.5 
CL Colgate-Palmolive Company
-0.33%
-$7,200 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.3%
-$1,071.1 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$17,992 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,211.65 
FBND Fidelity Total Bond ETF
-0.27%
-$1,489.08 
VTV Vanguard Value ETF
-0.27%
-$1,971.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,631.25 
COST Costco Wholesale Corporation
-0.24%
-$1,837.66 
VB Vanguard Small-Cap ETF
-0.22%
-$557.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$731.7 
FLG Flagstar Bank, National Association
-0.21%
-$521.94 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.16%
-$1,909.42 
FFA First Trust Enhanced Equity Income Fund
-0.13%
-$379.05 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
-0.09%
-$520.81 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,699.13 
VO Vanguard Mid-Cap ETF
-0.05%
-$250.2 
V Visa Inc. Class A
-0.04%
-$584.32 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.03%
-$290.42 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$293.01 
UBER Uber Technologies, Inc.
-0.01%
-$155.07 Events
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Dividends
Dividend Analysis
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| Trades 738 | Longs Won 458/738 62% | Profit Factor 2.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $116,586.07 |
| Average Win $52,709.51 | Best Trade (Sep 01) $1.35M | Sharpe Ratio -90.94 |
| Average Loss -$34,353.8 | Worst Trade (Mar 30) -$731,646.88 | Z-Score -1.33 (81.96%) |
| Commissions $0 | Avg. Trade Length 9m 1w 3d | Expectancy $19,677.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,690 | 3,321 | 2,952 | 2,583 | 2,214 | 1,845 | 1,476 | 1,107 | 738 | 369 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,062 | $3.27M | $4.03M | - | $764,022.48 | 23.36% | -7.354% |
| ABBV AbbVie Inc. | 2,346 | $590,370 | $588,705.24 | - | -$1,664.76 | -0.28% | -2.513% |
| ABT Abbott Laboratories | 9,246 | $973,185.54 | $977,302.2 | - | $4,116.66 | 0.42% | +0.085% |
| AEP American Electric Power Company, Inc. | 8,467 | $1.04M | $1.08M | - | $40,801.96 | 3.92% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14,525 | $1.41M | $1.41M | - | $6,826.72 | 0.49% | -0.256% |
| ALL Allstate Corporation | 3,900 | $927,966 | $1.03M | - | $101,945.95 | 10.99% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,483 | $179,131.47 | $706,130.44 | - | $526,998.97 | 294.2% | -1.904% |
| AMZN Amazon.com Inc | 13,432 | $2.95M | $3.65M | - | $701,791.83 | 23.82% | +15.321% |
| B BARRICK MINING CORP Common Stock (ABR0) | 7,947 | $165,461.35 | $291,893.31 | - | $126,431.96 | 76.41% | -2.573% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 27,100 | $259,347 | $265,038 | - | $5,691 | 2.19% | +0.929% |
| BEPC Brookfield Renewable Corporation | 5,595 | $154,757.7 | $186,593.25 | - | $31,835.55 | 20.57% | +0.634% |
| BIEAX Brandes International Equity Fund Class A | 23,200 | $656,328 | $707,368 | - | $51,040 | 7.78% | 0.0 |
| BMY Bristol-Myers Squibb Company | 23,361 | $1.3M | $1.53M | - | $226,235.68 | 17.41% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 2,314 | $1.05M | $1.18M | - | $134,813.47 | 12.85% | +0.365% |
| BTZ BlackRock Credit Allocation Income Trust | 13,000 | $135,980 | $129,610 | - | -$6,370 | -4.68% | -0.499% |
| CAG Conagra Brands Inc. | 99,177 | $2.02M | $1.44M | - | -$585,179.99 | -28.91% | -3.46% |
| CAT Caterpillar Inc. | 569 | $280,374.28 | $463,626.89 | - | $183,252.61 | 65.36% | +0.701% |
| CAVA Cava Group Inc. | 13,452 | $1.34M | $877,473.96 | - | -$466,740.88 | -34.72% | -1.821% |
| CHDN Churchill Downs Incorporated | 3,485 | $312,989.36 | $293,785.5 | - | -$19,203.86 | -6.14% | +1.947% |
| CHWY Chewy Inc. | 24,834 | $827,045.48 | $561,248.4 | - | -$265,797.08 | -32.14% | -0.964% |
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FAQ
Which stocks have generated the highest profits for Joe Miller?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $1.4M, Eaton Corporation plc - $991,973.88, Advanced Micro Devices, Inc - $532,559.1, iShares Core U.S. Aggregate Bond ETF - $341,509.91, and Caterpillar Inc - $325,747.22. 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: Tesla, Inc - $650,582.88, iShares Russell 2000 ETF - $514,463.46, PayPal Holdings Inc - $285,092.25, Arista Networks, Inc - $241,265, and Portillo's Inc - $231,332.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joe Miller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.89M earned over time. The largest contributors to dividend income include iShares 7-10 Year Treasury Bond ETF - $256,353.7, United Parcel Service, Inc - $237,334.24, iShares 20+ Year Treasury Bond ETF - $216,468.49, iShares Core U.S. Aggregate Bond ETF - $154,703.44, and Conagra Brands Inc - $138,053.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joe Miller's monthly returns?
Joe Miller'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 Joe Miller's strategy be considered aggressive or moderate?
Joe Miller'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 Joe Miller's strategy?
Joe Miller'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.
