JAZ
John A. Zaro, III Portfolio
Invests via Bourgeon Capital Management LLC | Managed by John A. Zaro, III
Invests via Bourgeon Capital Management LLC
Managed by John A. Zaro, III
Automatically Tracked
John A. Zaro, III Profile
With an extensive career in corporate finance, John A. Zaro, III has played a pivotal role in numerous high-stakes transactions across various sectors. His experience includes executive positions where he has led teams through complex mergers and acquisitions, driving operational efficiency and value creation. Renowned for his strategic insight, he has cultivated a reputation as an influential figure in financial markets, effectively navigating regulatory landscapes while leveraging deep industry connections. This multifaceted expertise enables him to identify emerging opportunities that align with business objectives and investor interests alike.
With an extensive career in corporate finance, John A. Zaro, III has played a pivotal role in numerous high-stakes transactions across various sectors. His experience includes executive positions where he has led teams through complex mergers and acquisitions, driving operational efficiency and value creation. Renowned for his strategic insight, he has cultivated a reputation as an influential figure in financial markets, effectively navigating regulatory landscapes while leveraging deep industry connections. This multifaceted expertise enables him to identify emerging opportunities that align with business objectives and investor interests alike.
Investment Philosophy & Strategy
Possessing a profound understanding of capital dynamics, John A. Zaro, III excels in recognizing transformative investment avenues across diverse industries. His extensive background in corporate finance empowers him to adopt an entrepreneurial mindset when evaluating potential business ventures. Leveraging leadership experience and operational acumen, he strategically allocates resources while fostering innovation within his teams. The capacity to navigate complex transactions complements his focus on identifying long-term value drivers that resonate with both stakeholders and market trends.
Possessing a profound understanding of capital dynamics, John A. Zaro, III excels in recognizing transformative investment avenues across diverse industries. His extensive background in corporate finance empowers him to adopt an entrepreneurial mindset when evaluating potential business ventures. Leveraging leadership experience and operational acumen, he strategically allocates resources while fostering innovation within his teams. The capacity to navigate complex transactions complements his focus on identifying long-term value drivers that resonate with both stakeholders and market trends.
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:
36.04%
Gain +0.64%
Monthly
0.38%
Yearly
4.66%
Drawdown
9.05%
$216.3M
Equity
Holdings
$216.3M
Investment
$67.44M
$148.87M
Profit +$1.38M
Realized
-$0
Unrealized
$148.87M
Dividends
$43.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.64%
Profit
$1.38M
Win %
74%
This Week
Compared To Last Week
Gain
0.64%
Profit
$1.38M
Win %
74%
This Month
Compared to last month
Gain
0.64%
Profit
$1.38M
Win %
74%
This Year
Compared to last year
Gain
4.7%
Profit
$9.71M
Win %
74%
FNMA Fannie Mae
+5.12%
+$1,790.35 
INTC Intel Corporation
+5.12%
+$256,566.16 
FMCC Freddie Mac
+4.57%
+$2,268 
GPS Gap Inc-The
+4.38%
+$53,148 
WMB The Williams Companies, Inc.
+1.65%
+$33,629.56 
GE General Electric Company
+1.48%
+$37,923.49 
DD DuPont de Nemours, Inc.
+1.15%
+$15,851.36 
C Citigroup Inc.
+0.89%
+$3,385.49 
CSCO Cisco Systems, Inc.
+0.66%
+$22,940 
KO The Coca-Cola Company
+0.47%
+$21,386.4 
BMY Bristol-Myers Squibb Company
+0.36%
+$4,266.47 
GILD Gilead Sciences Inc.
+0.34%
+$71,984 
ABT Abbott Laboratories
+0.2%
+$4,700.65 
MRK Merck & Co., Inc.
+0.18%
+$1,255.78 
DE Deere & Company
+0.13%
+$11,203.65 
PFE Pfizer Inc.
+0.04%
+$97.5 
MDT Medtronic plc
+0.03%
+$90.2 
00184A105
0%
$0 
001957208
0%
$0 
00207Q202
0%
$0 
026609107
0%
$0 
200300200
0%
$0 
204493100
0%
$0 
370442832
0%
$0 
455792101
0%
$0 
582834107
0%
$0 
71713U102
0%
$0 
751277302
0%
$0 
887315109
0%
$0 
902973106
0%
$0 
902984103
0%
$0 
969133107
0%
$0 
ACMR
0%
$0 
BEAS
0%
$0 
BR
0%
$0 
FOX
0%
$0 
HCR
0%
$0 
HMA
0%
$0 
HPQ
0%
$0 
LVLT
0%
$0 
MEL
0%
$0 
MOT
0%
$0 
MYG
0%
$0 
NWS
0%
$0 
Q
0%
$0 
RD
0%
$0 
RDA
0%
$0 
SBC
0%
$0 
SGP
0%
$0 
SMF
0%
$0 
SOLUQ
0%
$0 
STEI
0%
$0 
SWY
0%
$0 
TYC
0%
$0 
UCOMA
0%
$0 
INTU Intuit Inc.
-3.08%
-$128,128 
CL Colgate-Palmolive Company
-1.31%
-$44,652 
DIS The Walt Disney Company
-1.21%
-$22,763.79 
ADP Automatic Data Processing Inc.
-0.87%
-$61,581.98 
HD The Home Depot, Inc.
-0.79%
-$61,113.5 
PG Procter & Gamble Co
-0.65%
-$16,781 
MSFT Microsoft Corp.
-0.61%
-$105,439.4 
AIG American International Group Inc.
-0.57%
-$675.79 
WMT Walmart Inc.
-0.53%
-$18,694.5 
PKG Packaging Corporation of America
-0.52%
-$67,479.44 
BP BP p.l.c. Sponsored ADR
-0.47%
-$9,351.03 
GSK GSK plc Sponsored ADR
-0.39%
-$2,001.79 
IBM International Business Machines Corporation
-0.31%
-$8,804.98 
TJX The TJX Companies, Inc.
-0.27%
-$53,438.71 
XOM Exxon Mobil Corporation
-0.24%
-$7,436.1 
SCI Service Corporation International
-0.23%
-$1,800 
A Agilent Technologies Inc.
-0.2%
-$2,013.32 
BRK.B Berkshire Hathaway Inc.
-0.16%
-$31,377.5 
BAC Bank of America Corporation
-0.15%
-$877.5 
JNJ Johnson & Johnson
-0.15%
-$15,699.1 
AA Alcoa Corporation
-0.03%
-$109.07 
PHG Koninklijke Philips N.V.
-0.02%
-$94.18 Events
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Dividends
Dividend Analysis
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| Trades 77 | Longs Won 28/77 36% | Profit Factor 27.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.8M |
| Average Win $5.52M | Best Trade (Jul 20) $21.14M | Sharpe Ratio -53.5 |
| Average Loss -$114,260.29 | Worst Trade (Jul 22) -$2.45M | Z-Score -2.02 (99.09%) |
| Commissions $0 | Avg. Trade Length 25y 7m 1w 4d | Expectancy $1.93M |
| 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% | 0.03% | 2.29% |
| Consecutive Losing Trades | 1,894 | 1,705 | 1,515 | 1,326 | 1,136 | 947 | 758 | 568 | 379 | 189 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John A. Zaro, III?
The largest contributions to the portfolio's profits come from the following stocks: Gilead Sciences Inc - $4.7M, General Electric Company - $4.12M, Citigroup Inc - $3.3M, Packaging Corporation of America - $3.04M, and Johnson & Johnson - $2.98M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does John A. Zaro, III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $43.54M earned over time. The largest contributors to dividend income include Gilead Sciences Inc - $4.7M, General Electric Company - $4.12M, Citigroup Inc - $3.3M, Packaging Corporation of America - $3.04M, and Johnson & Johnson - $2.98M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John A. Zaro, III's monthly returns?
John A. Zaro, III's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can John A. Zaro, III's strategy be considered aggressive or moderate?
John A. Zaro, III's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John A. Zaro, III's strategy?
John A. Zaro, III'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.
