Jessica Clark Portfolio
Invests via Caerus Investment Advisors LLC | Managed by Jessica Clark, Michael Cheung
Invests via Caerus Investment Advisors LLC
Managed by Jessica Clark, Michael Cheung
Automatically Tracked
Jessica Clark Profile
With a diverse background in entrepreneurship and corporate leadership, Jessica Clark has established herself as a prominent figure in the technology sector. She has co-founded several successful startups, leveraging her expertise to drive innovation and growth. Her experience encompasses product development and market expansion strategies that have positioned her ventures at the forefront of their industries. Clark's influence extends into investment circles where she collaborates with emerging companies seeking to scale operations effectively. As a thought leader, she often engages in discussions surrounding tech commercialization and business strategy, making her insights valuable for investors looking at the evolving landscape.
With a diverse background in entrepreneurship and corporate leadership, Jessica Clark has established herself as a prominent figure in the technology sector. She has co-founded several successful startups, leveraging her expertise to drive innovation and growth. Her experience encompasses product development and market expansion strategies that have positioned her ventures at the forefront of their industries. Clark's influence extends into investment circles where she collaborates with emerging companies seeking to scale operations effectively. As a thought leader, she often engages in discussions surrounding tech commercialization and business strategy, making her insights valuable for investors looking at the evolving landscape.
Investment Philosophy & Strategy
With a keen focus on innovation, Jessica Clark capitalizes on her extensive experience in technology and entrepreneurship to identify promising ventures poised for growth. Her unique insights into product development and market dynamics enable her to navigate the competitive landscape effectively. By fostering collaborations with nascent companies, she not only drives operational scaling but also nurtures entrepreneurial ecosystems. Informed by her leadership roles, Clark prioritizes strategic investment in sectors that demonstrate scalability and disruptive potential. Her multifaceted approach aligns well with trends shaping the tech industry, positioning her as a forward-thinking contributor in venture investments.
With a keen focus on innovation, Jessica Clark capitalizes on her extensive experience in technology and entrepreneurship to identify promising ventures poised for growth. Her unique insights into product development and market dynamics enable her to navigate the competitive landscape effectively. By fostering collaborations with nascent companies, she not only drives operational scaling but also nurtures entrepreneurial ecosystems. Informed by her leadership roles, Clark prioritizes strategic investment in sectors that demonstrate scalability and disruptive potential. Her multifaceted approach aligns well with trends shaping the tech industry, positioning her as a forward-thinking contributor in venture investments.
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:
70.47%
Gain +1.24%
Monthly
0.75%
Yearly
9.45%
Drawdown
22.75%
$265.22M
Equity
Holdings
$265.22M
Investment
$207.68M
$52.06M
Profit +$2.47M
Realized
-$5.48M
Unrealized
$57.54M
Dividends
$15.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.24%
Profit
$2.47M
Win %
73%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$689,550.92
Win %
73%
This Month
Compared to last month
Gain
-2.54%
Profit
-$6.9M
Win %
73%
This Year
Compared to last year
Gain
12.15%
Profit
$28.67M
Win %
71%
AMC AMC Entertainment Holdings, Inc.
+20.62%
+$5,238.8 
CRCL Circle Internet Group, Inc.
+8.58%
+$14,417.82 
LITE Lumentum Holdings Inc.
+7.48%
+$26,959.14 
PTON Peloton Interactive, Inc.
+6.05%
+$7,560.03 
SNDK SanDisk Corporation
+5.9%
+$110,911.46 
TER Teradyne, Inc.
+5.31%
+$35,834.46 
RXT Rackspace Technology, Inc.
+5.06%
+$2,519.79 
MDB MongoDB Inc.
+4.88%
+$12,481.56 
WDC Western Digital Corporation
+4.81%
+$105,615.76 
MU Micron Technology, Inc.
+4.57%
+$168,831.06 
SFIX Stitch Fix Inc.
+4.49%
+$1,829.37 
ORBS Eightco Holdings Inc.
+4.12%
+$733.87 
ALDX Aldeyra Therapeutics Inc.
+3.85%
+$744.58 
INTC Intel Corporation
+3.8%
+$92,213.81 
CIEN Ciena Corporation
+3.67%
+$32,375.34 
MVIS Microvision Inc.
+3.26%
+$347.96 
AKAM Akamai Technologies Inc.
+3.1%
+$12,980.4 
CHWY Chewy Inc.
+2.99%
+$5,626.25 
AVGO Broadcom Inc.
+2.93%
+$49,031.2 
FIG Figma Inc. Class A Common Stock
+2.86%
+$93,026.43 
SVC Service Properties Trust
+2.85%
+$742.3 
AMD Advanced Micro Devices, Inc.
+2.76%
+$32,435.26 
SNOW Snowflake Inc.
+2.76%
+$10,773.85 
SHOP Shopify Inc.
+2.69%
+$5,621.04 
KOS Kosmos Energy Ltd.
+2.68%
+$661.14 
FIX Comfort Systems USA, Inc.
+2.61%
+$52,978.96 
CCC CCC Intelligent Solutions Holdings Inc.
+2.56%
+$2,723.51 
FRSH Freshworks Inc. Class A Common Stock
+2.43%
+$4,699.51 
GOOG Alphabet Inc
+2.41%
+$362,498.55 
MOH Molina Healthcare Inc.
+2.31%
+$10,133.45 
GOOGL Alphabet Inc
+2.3%
+$125,327.28 
TEAM Atlassian Corporation Class A
+2.2%
+$11,203.25 
GETY Getty Images Holdings, Inc. Class A Common Stock
+2.14%
+$227.81 
AMZN Amazon.com Inc
+2.01%
+$46,792.55 
MSFT Microsoft Corp.
+2%
+$44,536.27 
MTZ MasTec, Inc. Common Stock
+1.86%
+$7,466.4 
BURL Burlington Stores Inc.
+1.84%
+$6,612.06 
VEEV Veeva Systems Inc.
+1.79%
+$6,650 
PLTR Palantir Technologies Inc.
+1.74%
+$12,908 
VRT Vertiv Holdings Co
+1.74%
+$15,909.89 
HAL Halliburton Company
+1.69%
+$5,537.66 
EFX Equifax Inc.
+1.65%
+$5,656.04 
NBIX Neurocrine Biosciences Inc.
+1.65%
+$7,114.73 
GEV GE Vernova Inc.
+1.62%
+$13,528.55 
PSX Phillips 66
+1.55%
+$19,025.67 
FTI TechnipFMC plc
+1.55%
+$26,787.87 
IBM International Business Machines Corporation
+1.52%
+$4,573.05 
FIVE Five Below, Inc.
+1.5%
+$7,615.2 
DD DuPont de Nemours, Inc.
+1.49%
+$4,521.62 
TXT Textron Inc.
+1.49%
+$5,679.36 
ANET Arista Networks, Inc.
+1.43%
+$6,126.22 
FISV Fiserv, Inc.
+1.4%
+$2,652.56 
S SentinelOne Inc.
+1.39%
+$4,186.08 
CRM Salesforce Inc
+1.38%
+$7,677.08 
WMB The Williams Companies, Inc.
+1.36%
+$4,658.59 
DOW Dow Inc.
+1.35%
+$3,120.12 
TW Tradeweb Markets Inc.
+1.32%
+$2,365.68 
OXY Occidental Petroleum Corporation
+1.28%
+$2,590.17 
HII Huntington Ingalls Industries Inc.
+1.26%
+$5,785.08 
ZS Zscaler Inc.
+1.21%
+$2,628.08 
JBLU JetBlue Airways Corporation
+1.2%
+$1,379.37 
FIS Fidelity National Information Services, Inc.
+1.17%
+$4,585.91 
KMI Kinder Morgan, Inc.
+1.13%
+$3,643.8 
HAS Hasbro Inc.
+1.03%
+$3,039.96 
XOM Exxon Mobil Corporation
+1%
+$6,392.12 
FCX Freeport-McMoRan Inc.
+0.99%
+$11,186.46 
OMC Omnicom Group Inc.
+0.98%
+$4,256.03 
ROST Ross Stores, Inc.
+0.95%
+$8,472.8 
GD General Dynamics Corporation
+0.95%
+$6,193.32 
DVN Devon Energy Corporation
+0.95%
+$3,311.7 
PCOR Procore Technologies Inc.
+0.93%
+$1,745.05 
META Meta Platforms Inc Class A
+0.88%
+$7,227.81 
CI The Cigna Group
+0.86%
+$2,658.22 
FTNT Fortinet Inc.
+0.85%
+$7,710.36 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$6,891.12 
EXEL Exelixis Inc.
+0.78%
+$3,332.53 
LULU lululemon athletica inc.
+0.76%
+$1,689.6 
COKE Coca-Cola Consolidated Inc.
+0.73%
+$1,479.37 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.72%
+$59,117.1 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.71%
+$5,599.11 
CAG Conagra Brands Inc.
+0.7%
+$1,670.5 
V Visa Inc. Class A
+0.7%
+$3,888.19 
HON Honeywell International Inc.
+0.67%
+$1,367.25 
CW Curtiss-Wright Corporation
+0.66%
+$2,885.8 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$1,540.76 
NOW ServiceNow, Inc.
+0.61%
+$4,428.9 
IVZ Invesco Ltd.
+0.61%
+$2,168.46 
NVDA NVIDIA Corporation
+0.6%
+$33,661.02 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$6,664 
TJX The TJX Companies, Inc.
+0.58%
+$3,837.68 
DOCU DocuSign Inc.
+0.56%
+$2,711.93 
HST Host Hotels & Resorts Inc.
+0.54%
+$1,698.58 
MTCH Match Group, Inc.
+0.54%
+$2,145.32 
EME EMCOR Group, Inc.
+0.52%
+$2,231.09 
CTA Simplify Managed Futures Strategy ETF
+0.52%
+$1,082.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$1,288.18 
TGT Target Corporation
+0.48%
+$1,840.72 
PAYX Paychex Inc.
+0.47%
+$1,795.08 
BFAM Bright Horizons Family Solutions Inc.
+0.47%
+$960.84 
APH Amphenol Corporation
+0.46%
+$1,820.7 
DAL Delta Air Lines, Inc.
+0.45%
+$2,345.36 
PYPL PayPal Holdings Inc
+0.43%
+$1,985.72 
INTU Intuit Inc.
+0.39%
+$1,134.3 
WWD Woodward Inc.
+0.38%
+$1,172.39 
ZIP ZipRecruiter Inc.
+0.38%
+$202.68 
BMRN Biomarin Pharmaceutical Inc.
+0.38%
+$1,103.62 
AXS AXIS Capital Holdings Limited
+0.37%
+$881.16 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.34%
+$768.5 
TSN Tyson Foods Inc.
+0.34%
+$2,181.07 
IT Gartner Inc.
+0.33%
+$851.76 
MKTX MarketAxess Holdings Inc.
+0.3%
+$824.16 
NYT New York Times Co.
+0.29%
+$1,702.58 
LMT Lockheed Martin Corporation
+0.29%
+$2,169.56 
BSX Boston Scientific Corporation
+0.28%
+$469.87 
SYK Stryker Corporation
+0.28%
+$665.72 
NEM Newmont Corporation
+0.26%
+$1,609.08 
ROP Roper Technologies Inc.
+0.25%
+$784.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,716.88 
DFUS Dimensional U.S. Equity Market ETF
+0.24%
+$8,359.45 
IVV iShares Core S&P 500 ETF
+0.24%
+$7,489 
VIK Viking Holdings Ltd
+0.23%
+$1,002.54 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$28,424.26 
ZM Zoom Video Communications, Inc.
+0.23%
+$1,064.77 
C Citigroup Inc.
+0.22%
+$1,530.73 
BBWI Bath & Body Works, Inc.
+0.22%
+$500.89 
VOO Vanguard S&P 500 ETF
+0.21%
+$41,730.29 
CB Chubb Limited
+0.2%
+$3,268.08 
JEF Jefferies Financial Group Inc.
+0.2%
+$649.66 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.18%
+$1,147.2 
FATE Fate Therapeutics Inc.
+0.18%
+$72.84 
CMCSA Comcast Corp
+0.15%
+$266.35 
ARMK Aramark
+0.14%
+$837.12 
SPGI S&P Global Inc.
+0.14%
+$446.67 
CNC Centene Corporation
+0.14%
+$1,798.92 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$6,932.26 
NTNX Nutanix, Inc.
+0.11%
+$349.8 
THC Tenet Healthcare Corporation
+0.1%
+$238.8 
MSCI MSCI Inc.
+0.1%
+$239.4 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$470.4 
AR Antero Resources Corporation
+0.09%
+$149.7 
USB U.S. Bancorp
+0.09%
+$469.43 
TPR Tapestry Inc.
+0.05%
+$257.4 
JBHT J.B. Hunt Transport Services, Inc.
+0.05%
+$1,090.65 
HUN Huntsman Corporation
+0.04%
+$60.27 
WELL Welltower Inc.
+0.04%
+$224.55 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$74.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$58.86 
CNHI CNH Industrial N.V.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MASI Masimo Corporation
0%
$0 
GOSS Gossamer Bio Inc.
-13.58%
-$273.48 
ALIT Alight Inc.
-6%
-$2,544.95 
BZAI Blaize Holdings Inc.
-4.22%
-$1,312.15 
CMG Chipotle Mexican Grill, Inc.
-4.07%
-$14,928.2 
UPS United Parcel Service, Inc.
-3.38%
-$16,819.48 
TREX Trex Company, Inc.
-3.19%
-$8,100 
AAPL Apple Inc.
-2.84%
-$190,577.98 
DECK Deckers Outdoor Corporation
-2.78%
-$13,050.64 
SON Sonoco Products Co.
-2.74%
-$7,638.4 
OWL Blue Owl Capital Inc.
-2.73%
-$4,593.94 
BX Blackstone Inc.
-2.65%
-$5,968.27 
BYND Beyond Meat Inc.
-2.5%
-$331.39 
GE General Electric Company
-2.2%
-$18,347.5 
TSLA Tesla, Inc.
-2.07%
-$17,184.42 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.97%
-$14,754.42 
PEP PepsiCo, Inc.
-1.94%
-$14,377.25 
PLD Prologis Inc.
-1.88%
-$8,396.28 
FDX FedEx Corporation
-1.8%
-$29,170.08 
KMX CarMax Inc.
-1.77%
-$6,491.94 
NFLX Netflix, Inc.
-1.75%
-$4,189.78 
NWL Newell Brands Inc.
-1.62%
-$1,356.43 
DOV Dover Corporation
-1.56%
-$12,044.04 
PFG Principal Financial Group, Inc.
-1.56%
-$4,509.01 
MNST Monster Beverage Corporation
-1.55%
-$9,419.38 
BIIB Biogen Inc.
-1.54%
-$8,907.18 
MRK Merck & Co., Inc.
-1.46%
-$34,527.18 
CAT Caterpillar Inc.
-1.43%
-$7,282.82 
WMT Walmart Inc.
-1.42%
-$17,745 
RPAY Repay Holdings Corporation
-1.42%
-$654.72 
BDX Becton, Dickinson and Company
-1.33%
-$5,399.32 
GPC Genuine Parts Company
-1.32%
-$4,735.95 
LEN Lennar Corporation
-1.32%
-$3,795.68 
INCY Incyte Corporation
-1.3%
-$8,652.03 
PNC The PNC Financial Services Group, Inc.
-1.28%
-$6,862.32 
AA Alcoa Corporation
-1.26%
-$4,033.23 
IEX IDEX Corporation
-1.25%
-$3,756.24 
PNFP Pinnacle Financial Partners Inc.
-1.24%
-$8,461.25 
SCI Service Corporation International
-1.21%
-$2,444.35 
LRCX Lam Research Corporation
-1.18%
-$31,585.35 
UNH UnitedHealth Group Incorporated
-1.15%
-$4,272.8 
CDXS Codexis Inc.
-1.12%
-$264.5 
BLND Blend Labs Inc.
-1.1%
-$478.68 
BKNG Booking Holdings Inc.
-1.05%
-$2,660 
CFG Citizens Financial Group, Inc.
-1.02%
-$7,231.28 
SFM Sprouts Farmers Market, Inc.
-1%
-$2,082.4 
AEP American Electric Power Company, Inc.
-0.96%
-$8,798.77 
RBC RBC Bearings Incorporated
-0.95%
-$3,008.32 
DHR Danaher Corporation
-0.91%
-$4,369.14 
LLY Eli Lilly and Company
-0.91%
-$6,386.13 
VFC V.F. Corporation
-0.88%
-$2,460.9 
PB Prosperity Bancshares Inc.
-0.87%
-$2,193.28 
MRSH Marsh & McLennan Companies, Inc.
-0.87%
-$3,640.32 
JNJ Johnson & Johnson
-0.86%
-$6,618.16 
CNDT Conduent Inc.
-0.83%
-$249.25 
AON Aon plc
-0.82%
-$2,671.29 
ES Eversource Energy
-0.74%
-$1,759.45 
GPS Gap Inc-The
-0.73%
-$1,309.35 
PCAR PACCAR Inc.
-0.71%
-$1,999.8 
PG Procter & Gamble Co
-0.71%
-$4,241.48 
UNP Union Pacific Corporation
-0.71%
-$2,626.29 
UTHR United Therapeutics Corporation
-0.7%
-$1,754.23 
XYLD Global X S&P 500 Covered Call ETF
-0.69%
-$76,575.79 
WEAV Weave Communications Inc.
-0.69%
-$762.05 
MLI Mueller Industries Inc.
-0.66%
-$4,903.86 
NTRS Northern Trust Corporation
-0.64%
-$3,550.96 
CACI Caci International Inc.
-0.64%
-$1,456.21 
MPT Medical Properties Trust, Inc.
-0.63%
-$608.64 
TTC The Toro Company
-0.59%
-$1,688.4 
ENS EnerSys
-0.59%
-$1,484.8 
DVY iShares Select Dividend ETF
-0.56%
-$15,312.6 
AXP American Express Company
-0.54%
-$2,068.95 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.53%
-$55,121.28 
MEDP Medpace Holdings Inc.
-0.53%
-$2,198.16 
ALGN Align Technology, Inc.
-0.5%
-$1,117.87 
PM Philip Morris International Inc.
-0.47%
-$2,762.1 
COST Costco Wholesale Corporation
-0.46%
-$1,028.96 
SRPT Sarepta Therapeutics Inc.
-0.45%
-$757.77 
G Genpact Ltd.
-0.42%
-$723.84 
EFA iShares MSCI EAFE ETF
-0.4%
-$28,691.39 
ATI ATI Inc.
-0.39%
-$1,803.1 
AVDE Avantis International Equity ETF
-0.39%
-$2,863.5 
CPRT Copart Inc.
-0.38%
-$766.71 
ILMN Illumina, Inc.
-0.38%
-$2,670.27 
DXCM DexCom, Inc.
-0.38%
-$1,022.25 
TRV The Travelers Companies, Inc.
-0.37%
-$1,224 
ITT Itt Inc.
-0.36%
-$810.6 
BWA BorgWarner Inc.
-0.36%
-$2,882.47 
ADT ADT Inc.
-0.36%
-$616.65 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$1,722.61 
EXPE Expedia Group, Inc.
-0.34%
-$1,473.3 
ABNB Airbnb, Inc.
-0.33%
-$3,205.44 
JPM JPMorgan Chase & Co.
-0.32%
-$2,232.38 
SDY SPDR S&P Dividend ETF
-0.32%
-$784 
DFCF Dimensional Core Fixed Income ETF
-0.31%
-$635.05 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.3%
-$2,110 
EIX Edison International
-0.3%
-$5,856.26 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$693 
ITA iShares U.S. Aerospace & Defense ETF
-0.27%
-$626.2 
CMI Cummins Inc.
-0.27%
-$2,258.36 
FNDF Schwab Fundamental International Large Company Index ETF
-0.26%
-$981.45 
GM General Motors Company
-0.25%
-$2,576.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$752.76 
EQIX Equinix, Inc.
-0.24%
-$1,950.52 
AME Ametek Inc.
-0.22%
-$739.88 
AMP Ameriprise Financial, Inc.
-0.21%
-$871.23 
BUCK Simplify Treasury Option Income ETF
-0.19%
-$2,154.87 
SCHF Schwab International Equity ETF
-0.18%
-$464.52 
FRT Federal Realty Investment Trust
-0.15%
-$624.91 
HCA HCA Healthcare Inc.
-0.15%
-$235.95 
VTR Ventas Inc.
-0.14%
-$1,212.3 
VTWO Vanguard Russell 2000 ETF
-0.14%
-$990.08 
BMY Bristol-Myers Squibb Company
-0.13%
-$1,857.36 
AVDV Avantis International Small Cap Value ETF
-0.11%
-$347.3 
FDS FactSet Research Systems Inc.
-0.1%
-$251.16 
GLDM SPDR Gold MiniShares Trust
-0.1%
-$1,252.64 
GLD SPDR Gold Shares
-0.1%
-$1,079.67 
IWM iShares Russell 2000 ETF
-0.09%
-$7,423.11 
CAOS Alpha Architect Tail Risk ETF
-0.08%
-$272.16 
AMKR Amkor Technology Inc.
-0.06%
-$284.6 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.05%
-$150.25 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$826.95 
TXRH Texas Roadhouse Inc.
-0.04%
-$124.46 
SF Stifel Financial Corp.
-0.03%
-$115.02 
DG Dollar General Corporation
-0.02%
-$159.48 
SURE AdvisorShares Insider Advantage ETF
-0.02%
-$136.75 
ONTO Onto Innovation Inc.
0%
-$15.88 
PCG PG&E Corporation
0%
-$22.51 Events
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Dividends
Dividend Analysis
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| Trades 1191 | Longs Won 598/1191 50% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,921.34 |
| Average Win $130,826.88 | Best Trade (Jul 20) $8.72M | Sharpe Ratio -9.35 |
| Average Loss -$44,145.15 | Worst Trade (Jul 24) -$2.36M | Z-Score 0.06 (4.67%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $43,708.14 |
| 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 | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 Jessica Clark?
The largest contributions to the portfolio's profits come from the following stocks: Global X S&P 500 Covered Call ETF - $3.79M, Global X Nasdaq 100 Covered Call ETF - $3.2M, Alphabet Inc - $2.34M, JPMorgan Equity Premium Income Fund - $2.07M, and JPMorgan Nasdaq Equity Premium Income ETF - $1.9M. 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 - $2.05M, Luminar Technologies, Inc - $1.88M, Palantir Technologies Inc - $1.84M, Figma Inc. Class A Common Stock - $1.62M, and Roblox Corporation - $528,218.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.98M earned over time. The largest contributors to dividend income include Global X S&P 500 Covered Call ETF - $4.09M, Global X Nasdaq 100 Covered Call ETF - $3.14M, JPMorgan Equity Premium Income Fund - $1.3M, JPMorgan Nasdaq Equity Premium Income ETF - $1.24M, and Vanguard S&P 500 ETF - $953,161.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Clark's monthly returns?
Jessica Clark's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jessica Clark's strategy be considered aggressive or moderate?
Jessica Clark's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jessica Clark's strategy?
Jessica Clark's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
