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:
13.03%
Gain +0.3%
Monthly
0.57%
Yearly
7.07%
Drawdown
13.17%
$125.38M
Equity
Holdings
$125.38M
Investment
$114.61M
$13.3M
Profit +$373,099.06
Realized
$2.53M
Unrealized
$10.76M
Dividends
$3.37M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$373,099.06
Win %
53%
This Week
Compared To Last Week
Gain
0.74%
Profit
$915,969.43
Win %
53%
This Month
Compared to last month
Gain
2.51%
Profit
$3.07M
Win %
53%
This Year
Compared to last year
Gain
1.7%
Profit
$2.03M
Win %
56%
CAVA Cava Group Inc.
+4.39%
+$32,755.62 
F Ford Motor Company
+2.96%
+$4,230.35 
SLB Schlumberger Limited
+2.58%
+$10,280 
LMT Lockheed Martin Corporation
+2.51%
+$6,828.89 
OLN Olin Corporation
+2.15%
+$6,266.51 
LOW Lowe's Companies Inc.
+2.09%
+$7,805.07 
RTX RTX Corporation
+2.08%
+$7,271.12 
HD The Home Depot, Inc.
+2.05%
+$28,830.34 
PNC The PNC Financial Services Group, Inc.
+2.04%
+$10,852.08 
COF Capital One Financial Corporation
+2.03%
+$10,425.61 
ALL Allstate Corporation
+2%
+$18,680.96 
PPG PPG Industries Inc.
+1.96%
+$17,964.54 
PM Philip Morris International Inc.
+1.92%
+$11,596.83 
PTLO Portillo's Inc.
+1.88%
+$938.25 
SYK Stryker Corporation
+1.88%
+$13,301.12 
SWK Stanley Black & Decker Inc.
+1.78%
+$8,137.64 
JPM JPMorgan Chase & Co.
+1.78%
+$45,807.81 
UPS United Parcel Service, Inc.
+1.69%
+$44,226.6 
PG Procter & Gamble Co
+1.67%
+$12,994.82 
MDLZ Mondelez International, Inc.
+1.65%
+$5,906.17 
PEP PepsiCo, Inc.
+1.64%
+$108,876 
AEP American Electric Power Company, Inc.
+1.64%
+$17,272.68 
BIEAX Brandes International Equity Fund Class A
+1.62%
+$11,136 
CAG Conagra Brands Inc.
+1.62%
+$22,810.71 
KMB Kimberly-Clark Corporation
+1.58%
+$10,876.48 
PTN Palatin Technologies, Inc.
+1.54%
+$1,500 
ZTS Zoetis Inc.
+1.48%
+$11,685.84 
KMI Kinder Morgan, Inc.
+1.48%
+$23,340.14 
GSK GSK plc Sponsored ADR
+1.47%
+$2,919.6 
KO The Coca-Cola Company
+1.47%
+$4,442.85 
MMM 3M Company
+1.46%
+$11,729.74 
ISRG Intuitive Surgical, Inc.
+1.44%
+$11,494.82 
SOFI SoFi Technologies, Inc.
+1.36%
+$23,333.72 
MO Altria Group, Inc.
+1.34%
+$13,965.93 
DIS The Walt Disney Company
+1.34%
+$4,145.48 
DUK Duke Energy Corporation
+1.32%
+$3,735.03 
D Dominion Energy, Inc.
+1.31%
+$11,583.83 
WMT Walmart Inc.
+1.28%
+$3,178.56 
CMS CMS Energy Corporation
+1.27%
+$2,267.8 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$15,133.49 
GDX VanEck Gold Miners ETF
+1.21%
+$8,617.37 
CL Colgate-Palmolive Company
+1.19%
+$26,400 
SO The Southern Company
+1.18%
+$3,150 
KDEC INN US Small Cap Beta ETF
+1.16%
+$6,451.84 
CHDN Churchill Downs Incorporated
+1.12%
+$3,206.2 
FLG Flagstar Bank, National Association
+1.11%
+$2,174.75 
CVX Chevron Corporation
+1.11%
+$9,445.37 
WM Waste Management, Inc.
+1.08%
+$3,320.62 
MCD McDonald's Corporation
+1.08%
+$5,261.76 
VPU Vanguard Utilities ETF
+1.03%
+$2,790 
V Visa Inc. Class A
+1%
+$16,696 
ABT Abbott Laboratories
+0.99%
+$9,615.84 
PYPL PayPal Holdings Inc
+0.95%
+$9,652.5 
VNOM Viper Energy Inc. Class A Common Stock
+0.94%
+$1,947.5 
COST Costco Wholesale Corporation
+0.91%
+$7,189.51 
LLY Eli Lilly and Company
+0.9%
+$12,238.37 
ORI Old Republic International Corp.
+0.88%
+$7,958.04 
JNJ Johnson & Johnson
+0.87%
+$3,737.8 
MELI MercadoLibre, Inc.
+0.81%
+$7,600.13 
B BARRICK MINING CORP Common Stock (ABR0)
+0.8%
+$2,582.78 
CSX CSX Corporation
+0.79%
+$4,104.1 
MA Mastercard Incorporated
+0.79%
+$6,877.29 
RDN Radian Group Inc.
+0.77%
+$3,744 
VZ Verizon Communications Inc.
+0.76%
+$7,561.62 
CTVA Corteva Inc.
+0.74%
+$338.87 
VTV Vanguard Value ETF
+0.71%
+$5,313.78 
AAPL Apple Inc.
+0.7%
+$31,152.87 
BMY Bristol-Myers Squibb Company
+0.59%
+$8,409.96 
UBER Uber Technologies, Inc.
+0.58%
+$6,435.4 
CAT Caterpillar Inc.
+0.51%
+$2,133.74 
XOM Exxon Mobil Corporation
+0.48%
+$3,109.72 
FTF Franklin Limited Duration Income Trust
+0.46%
+$406.4 
OXY Occidental Petroleum Corporation
+0.4%
+$1,043.52 
NNVC Nanoviricides Inc.
+0.36%
+$560 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$1,239.83 
PFE Pfizer Inc.
+0.34%
+$1,789.1 
SLV iShares Silver Trust
+0.33%
+$3,627.8 
CTXR Citius Pharmaceuticals, Inc.
+0.3%
+$182 
ABBV AbbVie Inc.
+0.29%
+$1,923.72 
SHOP Shopify Inc.
+0.28%
+$3,015.5 
VO Vanguard Mid-Cap ETF
+0.27%
+$1,344.83 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$8,526.56 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.16%
+$406.5 
VGLT Vanguard Long-Term Treasury Fund
+0.15%
+$4,492.5 
FFA First Trust Enhanced Equity Income Fund
+0.13%
+$379.05 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.12%
+$1,419.16 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$6,920 
VB Vanguard Small-Cap ETF
+0.11%
+$266.18 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$1,452.5 
FBND Fidelity Total Bond ETF
+0.09%
+$496.36 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$2,831.7 
CHWY Chewy Inc.
+0.07%
+$372.51 
BEPC Brookfield Renewable Corporation
+0.05%
+$83.92 
VHT Vanguard Health Care ETF
+0.05%
+$162.86 
KAPR Innovator U.S. Small Cap Power Buffer ETF
+0.04%
+$335.1 
DE Deere & Company
+0.01%
+$82.7 
EVTR Eaton Vance Total Return Fund
+0.01%
+$80.42 
KNOV Innovator U.S. Small Cap Power Buffer ETF - October
0%
$0 KAUG
KAUG
0%
$0 KMAR
KMAR
0%
$0 XAGG
XAGG
0%
$0 
NET Cloudflare Inc.
-7.37%
-$136,573.88 
TWLO Twilio Inc.
-7.3%
-$33,743.89 
IVVD Invivyd Inc.
-6.86%
-$6,104.7 
FTNT Fortinet Inc.
-5.1%
-$15,230.61 
CRWD CrowdStrike Holdings, Inc.
-4.36%
-$130,241.1 
IRD Opus Genetics Inc.
-3.95%
-$4,320 
AMD Advanced Micro Devices, Inc.
-3.59%
-$29,912.08 
ZS Zscaler Inc.
-3.58%
-$14,336.11 
RNAC Cartesian Therapeutics Inc.
-2.02%
-$2,945.02 
CTMX CytomX Therapeutics Inc.
-1.87%
-$3,825 
NFLX Netflix, Inc.
-1.43%
-$3,915.6 
PCT PureCycle Technologies, Inc.
-1.41%
-$2,784.6 
GOOGL Alphabet Inc
-1.39%
-$19,225.4 
VGT Vanguard Information Technology ETF
-1.3%
-$3,383.52 
MPC Marathon Petroleum Corporation
-1.15%
-$8,250.01 
META Meta Platforms Inc Class A
-1.14%
-$13,598.25 
GOOG Alphabet Inc
-1.14%
-$10,312.32 
PNNT PennantPark Investment Corporation
-1.12%
-$599.62 
UNH UnitedHealth Group Incorporated
-1.07%
-$4,059.17 
VBK Vanguard Small-Cap Growth ETF
-0.64%
-$2,805.2 
GNRC Generac Holdings Inc.
-0.61%
-$4,444.29 
BTZ BlackRock Credit Allocation Income Trust
-0.58%
-$715 
ONDS Ondas Holdings Inc.
-0.55%
-$446.6 
ETN Eaton Corporation plc
-0.49%
-$15,588.62 
NOW ServiceNow, Inc.
-0.48%
-$4,022.21 
AMZN Amazon.com Inc
-0.45%
-$15,446.67 
HUBS HubSpot, Inc.
-0.41%
-$1,351.35 
MSFT Microsoft Corp.
-0.34%
-$9,995.55 
IBM International Business Machines Corporation
-0.1%
-$191.82 
IWM iShares Russell 2000 ETF
-0.08%
-$1,806.94 
PFLT PennantPark Floating Rate Capital Ltd.
-0.07%
-$56.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.07%
-$228.71 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$416.84 
USTB VictoryShares Short-Term Bond ETF
-0.04%
-$586.02 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.04%
-$137.2 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.01%
-$18.21 Events
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Dividends
Dividend Analysis
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| Trades 738 | Longs Won 437/738 59% | Profit Factor 2.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $125,302.89 |
| Average Win $55,913.8 | Best Trade (Oct 14) $1.52M | Sharpe Ratio -11.15 |
| Average Loss -$37,527.61 | Worst Trade (Mar 30) -$731,646.88 | Z-Score -3.35 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $18,019.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,344 | 3,010 | 2,676 | 2,341 | 2,007 | 1,672 | 1,338 | 1,003 | 669 | 334 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,062 | $3.27M | $4.5M | - | $1.23M | 37.52% | +0.697% |
| ABBV AbbVie Inc. | 2,346 | $590,370 | $666,780.12 | - | $76,410.12 | 12.94% | +0.289% |
| ABT Abbott Laboratories | 9,246 | $973,185.54 | $977,487.12 | - | $4,301.58 | 0.44% | +0.994% |
| AEP American Electric Power Company, Inc. | 8,467 | $1.04M | $1.07M | - | $27,932.12 | 2.68% | +1.641% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14,525 | $1.41M | $1.39M | - | -$20,189.78 | -1.43% | +0.105% |
| ALL Allstate Corporation | 3,900 | $927,966 | $953,121 | - | $25,155 | 2.71% | +1.999% |
| AMD Advanced Micro Devices, Inc. | 1,483 | $179,131.47 | $803,874.98 | - | $624,743.51 | 348.76% | -3.587% |
| AMZN Amazon.com Inc | 13,432 | $2.95M | $3.41M | - | $460,418.92 | 15.63% | -0.451% |
| B BARRICK MINING CORP Common Stock (ABR0) | 7,947 | $165,461.35 | $324,833.62 | - | $159,372.27 | 96.32% | +0.801% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 27,100 | $259,347 | $258,940.5 | - | -$406.5 | -0.16% | +0.157% |
| BEPC Brookfield Renewable Corporation | 5,595 | $154,757.7 | $161,947.27 | - | $7,189.57 | 4.65% | +0.052% |
| BIEAX Brandes International Equity Fund Class A | 23,200 | $656,328 | $696,696 | - | $40,368 | 6.15% | +1.624% |
| BMY Bristol-Myers Squibb Company | 23,361 | $1.3M | $1.42M | - | $123,914.5 | 9.54% | +0.594% |
| BRK-B Berkshire Hathaway Inc. | 2,314 | $1.05M | $1.23M | - | $182,666.92 | 17.42% | +1.244% |
| BTZ BlackRock Credit Allocation Income Trust | 13,000 | $135,980 | $121,875 | - | -$14,105 | -10.37% | -0.583% |
| CAG Conagra Brands Inc. | 99,177 | $2.02M | $1.43M | - | -$595,097.69 | -29.4% | +1.622% |
| CAT Caterpillar Inc. | 569 | $280,374.28 | $420,712.91 | - | $140,338.63 | 50.05% | +0.51% |
| CAVA Cava Group Inc. | 13,452 | $1.34M | $777,996.42 | - | -$566,218.42 | -42.12% | +4.395% |
| CHDN Churchill Downs Incorporated | 3,485 | $312,989.36 | $289,498.95 | - | -$23,490.41 | -7.51% | +1.12% |
| CHWY Chewy Inc. | 24,834 | $827,045.48 | $529,585.05 | - | -$297,460.43 | -35.97% | +0.07% |
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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 - $346,405.71, 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 - $508,005.92, PayPal Holdings Inc - $282,612.71, 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 $3.37M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $281,292.8, iShares 7-10 Year Treasury Bond ETF - $279,330.87, iShares 20+ Year Treasury Bond ETF - $249,889.4, PepsiCo, Inc - $159,677.5, and iShares Core U.S. Aggregate Bond ETF - $159,599.24. 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.
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