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:
79.83%
Gain -0.06%
Monthly
0.84%
Yearly
10.56%
Drawdown
21.97%
$296.51M
Equity
Holdings
$296.51M
Investment
$235.66M
$59.4M
Profit -$610,274.15
Realized
-$1.45M
Unrealized
$60.85M
Dividends
$16.54M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$610,274.15
Win %
69%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$610,274.15
Win %
69%
This Month
Compared to last month
Gain
-1.07%
Profit
-$3.2M
Win %
69%
This Year
Compared to last year
Gain
0.49%
Profit
$1.45M
Win %
66%
TENB Tenable Holdings Inc.
+16.54%
+$28,918.86 
RBRK Rubrik, Inc.
+15.67%
+$93,593.36 
S SentinelOne Inc.
+14.43%
+$43,023.6 
PANW Palo Alto Networks, Inc.
+13.09%
+$32,640.67 
RBLX Roblox Corporation
+12.66%
+$25,401.6 
IT Gartner Inc.
+9.69%
+$49,276.8 
FTNT Fortinet Inc.
+9.05%
+$86,814.68 
RXT Rackspace Technology, Inc.
+8.38%
+$2,722.95 
NET Cloudflare Inc.
+7.81%
+$33,858.23 
CVLT Commvault Systems Inc.
+7.8%
+$14,378.52 
NOW ServiceNow, Inc.
+7.41%
+$27,672.76 
TEAM Atlassian Corporation Class A
+7.27%
+$83,373.53 
FDS FactSet Research Systems Inc.
+6.67%
+$38,964.81 
GDDY Godaddy Inc.
+6.52%
+$16,160.31 
DCGO DocGo Inc.
+6.5%
+$281.17 
FRSH Freshworks Inc. Class A Common Stock
+6.31%
+$25,651.5 
DOCU DocuSign Inc.
+6.26%
+$33,755.43 
ACN Accenture plc Class A
+6.05%
+$25,309.37 
CPRT Copart Inc.
+5.94%
+$15,028.54 
ZIP ZipRecruiter Inc.
+5.88%
+$3,416.6 
MORN Morningstar, Inc.
+5.56%
+$17,607.96 
MDB MongoDB Inc.
+5.54%
+$18,212.56 
INTU Intuit Inc.
+5.47%
+$27,530.28 
TDC Teradata Corporation
+5.46%
+$8,977.12 
ADBE Adobe Inc.
+5.29%
+$14,183.01 
DUOL Duolingo, Inc.
+5.19%
+$15,121.42 
VRNS Varonis Systems, Inc.
+5.19%
+$12,107.16 
NYT New York Times Co.
+5.18%
+$26,327.07 
MOH Molina Healthcare Inc.
+4.9%
+$24,850 
BSX Boston Scientific Corporation
+4.83%
+$16,390.42 
SFIX Stitch Fix Inc.
+4.75%
+$1,500.8 
CNC Centene Corporation
+4.46%
+$55,689.44 
DT Dynatrace, Inc.
+4.43%
+$15,157.38 
PODD Insulet Corporation
+4.43%
+$11,618.08 
NCNO nCino, Inc.
+4.38%
+$9,504.6 
COKE Coca-Cola Consolidated Inc.
+4.18%
+$10,042.76 
SHOP Shopify Inc.
+3.96%
+$10,138.8 
RPAY Repay Holdings Corporation
+3.93%
+$1,780.1 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.92%
+$34,467.89 
DPZ Domino's Pizza Inc.
+3.91%
+$9,115.33 
NWSA News Corporation
+3.8%
+$11,163.04 
COUR Coursera Inc.
+3.74%
+$2,466.16 
DG Dollar General Corporation
+3.7%
+$20,496.06 
PLTR Palantir Technologies Inc.
+3.64%
+$35,242.83 
CSGP CoStar Group, Inc.
+3.48%
+$11,985.42 
TTWO Take-Two Interactive Software, Inc.
+3.45%
+$6,666.24 
SFM Sprouts Farmers Market, Inc.
+3.26%
+$6,164.37 
GOOGL Alphabet Inc
+3.22%
+$166,203.18 
MDT Medtronic plc
+3.19%
+$9,491.7 
GOOG Alphabet Inc
+3.07%
+$449,958.03 
FIG Figma Inc. Class A Common Stock
+3.04%
+$95,750.28 
BZAI Blaize Holdings Inc.
+3%
+$245.85 
AGL Agilon Health Inc.
+2.97%
+$6,840.54 
AON Aon plc
+2.91%
+$10,310.58 
NTNX Nutanix, Inc.
+2.71%
+$12,270.45 
META Meta Platforms Inc Class A
+2.71%
+$36,000.93 
HELE Helen of Troy Limited
+2.65%
+$5,241.93 
LINE Lineage, Inc.
+2.54%
+$4,949.76 
EXPE Expedia Group, Inc.
+2.54%
+$11,634.1 
IBM International Business Machines Corporation
+2.4%
+$13,806 
PAYX Paychex Inc.
+2.34%
+$14,848.09 
UPS United Parcel Service, Inc.
+2.15%
+$8,495.28 
BLND Blend Labs Inc.
+2.13%
+$465.45 
BLLN BillionToOne, Inc.
+2.08%
+$23,478.65 
FIVE Five Below, Inc.
+2.04%
+$10,339.28 
MRSH Marsh & McLennan Companies, Inc.
+2.04%
+$6,789.6 
VRSN Verisign Inc.
+2.01%
+$7,456.74 
PM Philip Morris International Inc.
+2%
+$11,551.83 
SPGI S&P Global Inc.
+2%
+$4,846.21 
MSFT Microsoft Corp.
+1.97%
+$86,181.36 
EFX Equifax Inc.
+1.95%
+$7,032.3 
LLY Eli Lilly and Company
+1.92%
+$18,983.25 
TGT Target Corporation
+1.85%
+$8,678.67 
MNST Monster Beverage Corporation
+1.84%
+$8,974.4 
GM General Motors Company
+1.82%
+$21,996 
WMT Walmart Inc.
+1.8%
+$15,372.45 
MTCH Match Group, Inc.
+1.77%
+$5,361 
GIS General Mills, Inc.
+1.76%
+$8,848.35 
JBHT J.B. Hunt Transport Services, Inc.
+1.68%
+$32,415.6 
VIK Viking Holdings Ltd
+1.68%
+$7,556.76 
ARE Alexandria Real Estate Equities, Inc.
+1.6%
+$5,207 
DHR Danaher Corporation
+1.58%
+$6,041.92 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$16,525.25 
HRB H&R Block Inc.
+1.4%
+$4,689.09 
MEDP Medpace Holdings Inc.
+1.34%
+$3,645.18 
V Visa Inc. Class A
+1.32%
+$9,428.16 
FATE Fate Therapeutics Inc.
+1.3%
+$481.11 
VEEV Veeva Systems Inc.
+1.28%
+$4,478.74 
UNH UnitedHealth Group Incorporated
+1.19%
+$7,388.21 
UTHR United Therapeutics Corporation
+1.19%
+$2,649.1 
ODFL Old Dominion Freight Line, Inc.
+1.14%
+$2,488.81 
BMRN Biomarin Pharmaceutical Inc.
+1.11%
+$2,973.29 
ABT Abbott Laboratories
+1.11%
+$3,716.57 
CB Chubb Limited
+1.07%
+$16,630.12 
CPAY Corpay, Inc.
+1.07%
+$2,975.97 
CDXS Codexis Inc.
+1.02%
+$174.54 
PENN PENN Entertainment, Inc.
+1.01%
+$2,037.78 
LMT Lockheed Martin Corporation
+1.01%
+$5,046.66 
TTC The Toro Company
+1%
+$2,507.28 
AXP American Express Company
+0.95%
+$3,138.52 
CVS CVS Health Corporation
+0.94%
+$2,192.07 
SNOW Snowflake Inc.
+0.93%
+$7,076.02 
MA Mastercard Incorporated
+0.92%
+$2,224.99 
BUR Burford Capital Limited
+0.92%
+$535.36 
PNFP Pinnacle Financial Partners Inc.
+0.91%
+$3,980.7 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$9,815.48 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.87%
+$6,483.18 
FDXF FedEx Freight Holding Company Inc.
+0.86%
+$2,654.3 
ILMN Illumina, Inc.
+0.85%
+$6,804.16 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$2,187.9 
WCN Waste Connections Inc.
+0.8%
+$4,254.72 
TRV The Travelers Companies, Inc.
+0.78%
+$2,966.71 
OMF OneMain Holdings Inc.
+0.72%
+$2,348.71 
BMY Bristol-Myers Squibb Company
+0.72%
+$10,285.14 
SURE AdvisorShares Insider Advantage ETF
+0.71%
+$6,156.73 
HD The Home Depot, Inc.
+0.7%
+$5,286.12 
CBSH Commerce Bancshares, Inc.
+0.69%
+$2,236.8 
NBIX Neurocrine Biosciences Inc.
+0.65%
+$1,524.09 
MCO Moody's Corporation
+0.64%
+$1,600.37 
MAA Mid-America Apartment Communities, Inc.
+0.64%
+$2,145.6 
CNDT Conduent Inc.
+0.64%
+$173.39 
SDY SPDR S&P Dividend ETF
+0.63%
+$1,552 
PFG Principal Financial Group, Inc.
+0.63%
+$1,815.45 
MRK Merck & Co., Inc.
+0.63%
+$14,856.66 
KMX CarMax Inc.
+0.61%
+$1,898.62 
PG Procter & Gamble Co
+0.61%
+$1,604.24 
INCY Incyte Corporation
+0.58%
+$3,849.62 
PYPL PayPal Holdings Inc
+0.58%
+$2,025.23 
HST Host Hotels & Resorts Inc.
+0.56%
+$1,880.62 
KEY KeyCorp
+0.55%
+$1,077.24 
OXY Occidental Petroleum Corporation
+0.54%
+$1,535.49 
LEN Lennar Corporation
+0.53%
+$1,127.95 
COO The Cooper Companies, Inc.
+0.52%
+$1,320.2 
DKNG DraftKings Inc.
+0.45%
+$1,892.99 
SYY Sysco Corporation
+0.39%
+$1,196.8 
KMI Kinder Morgan, Inc.
+0.34%
+$898.38 
TSN Tyson Foods Inc.
+0.34%
+$1,049.22 
JNJ Johnson & Johnson
+0.3%
+$2,385.83 
ABNB Airbnb, Inc.
+0.27%
+$3,539.7 
GD General Dynamics Corporation
+0.26%
+$958.24 
EIX Edison International
+0.25%
+$3,213.56 
UNP Union Pacific Corporation
+0.23%
+$796.91 
AAPL Apple Inc.
+0.22%
+$16,609.19 
PB Prosperity Bancshares Inc.
+0.21%
+$588.75 
FDX FedEx Corporation
+0.2%
+$3,046.11 
EXEL Exelixis Inc.
+0.18%
+$731.8 
GPK Graphic Packaging Holding Company
+0.16%
+$409.11 
FRT Federal Realty Investment Trust
+0.16%
+$632.52 
CFG Citizens Financial Group, Inc.
+0.1%
+$690.62 
BIIB Biogen Inc.
+0.1%
+$607.53 
HII Huntington Ingalls Industries Inc.
+0.09%
+$181.2 
WEAV Weave Communications Inc.
+0.07%
+$79.22 
DOV Dover Corporation
+0.06%
+$374.88 
MKTX MarketAxess Holdings Inc.
+0.06%
+$199 
DVY iShares Select Dividend ETF
+0.01%
+$253.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$70.97 
ARMK Aramark
0%
$0 
BPOP Popular Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
MNKD MannKind Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.03 
CAOS Alpha Architect Tail Risk ETF
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-13.63%
-$7,711.2 
TER Teradyne, Inc.
-13.3%
-$108,314.88 
ONTO Onto Innovation Inc.
-11.09%
-$48,266.4 
HPE Hewlett Packard Enterprise Company
-10.77%
-$36,627.11 
LITE Lumentum Holdings Inc.
-9.94%
-$47,897.22 
AMKR Amkor Technology Inc.
-8.9%
-$33,156 
GEV GE Vernova Inc.
-8.63%
-$66,257.25 
CIEN Ciena Corporation
-8.57%
-$62,514.72 
LRCX Lam Research Corporation
-8.29%
-$155,106.56 
GETY Getty Images Holdings, Inc. Class A Common Stock
-7.69%
-$383.32 
VRT Vertiv Holdings Co
-7.64%
-$58,870.36 
HUT Hut 8 Corp.
-7.6%
-$30,087.33 
GFS GlobalFoundries Inc.
-7.28%
-$10,725.12 
KEYS Keysight Technologies, Inc.
-7.06%
-$20,084.4 
FIX Comfort Systems USA, Inc.
-6.39%
-$129,911.91 
APH Amphenol Corporation
-6.35%
-$51,978.16 
ARW Arrow Electronics Inc.
-6.24%
-$14,443.45 
ANET Arista Networks, Inc.
-5.9%
-$24,019.42 
JCI Johnson Controls International plc
-5.66%
-$15,158.9 
INTC Intel Corporation
-5.63%
-$71,055.8 
ENS EnerSys
-5.59%
-$13,353.2 
WCC Wesco International Inc.
-5.5%
-$15,378.15 
ATI ATI Inc.
-5.32%
-$27,677.28 
MTZ MasTec, Inc. Common Stock
-5.27%
-$15,469.6 
MU Micron Technology, Inc.
-5.27%
-$169,554.03 
CRS Carpenter Technology Corporation
-5.1%
-$27,709.5 
AGX Argan Inc.
-5.01%
-$5,343.18 
SNDK SanDisk Corporation
-4.98%
-$42,388.57 
AVGO Broadcom Inc.
-4.71%
-$81,887.95 
ADI Analog Devices, Inc.
-4.69%
-$14,687.52 
FTI TechnipFMC plc
-4.53%
-$81,970.86 
WDC Western Digital Corporation
-4.5%
-$67,982.22 
AMD Advanced Micro Devices, Inc.
-4.4%
-$50,097.6 
CAT Caterpillar Inc.
-4.3%
-$22,796.65 
BWA BorgWarner Inc.
-4.05%
-$31,193.1 
EME EMCOR Group, Inc.
-4.01%
-$17,272.08 
SNPS Synopsys, Inc.
-3.99%
-$11,264.15 
NTRS Northern Trust Corporation
-3.95%
-$22,597.08 
EQIX Equinix, Inc.
-3.76%
-$35,271.15 
ORCL Oracle Corporation
-3.75%
-$14,502.88 
WWD Woodward Inc.
-3.73%
-$10,500.06 
JEF Jefferies Financial Group Inc.
-3.6%
-$13,101.22 
AME Ametek Inc.
-3.39%
-$12,751.83 
NVDA NVIDIA Corporation
-3.35%
-$240,169.2 
CSTM Constellium SE
-3.32%
-$6,124.8 
KOS Kosmos Energy Ltd.
-3.32%
-$1,307.2 
RBC RBC Bearings Incorporated
-3.16%
-$10,581.5 
BNY BlackRock New York Municipal Income Trust
-3.07%
-$10,179.6 
SNX TD Synnex Corporation
-2.98%
-$7,331.38 
NEM Newmont Corporation
-2.96%
-$23,180.4 
STX Seagate Technology Holdings plc
-2.96%
-$8,490.44 
TREX Trex Company, Inc.
-2.87%
-$7,883.19 
BURL Burlington Stores Inc.
-2.86%
-$7,021.24 
CMI Cummins Inc.
-2.83%
-$22,928.34 
AA Alcoa Corporation
-2.71%
-$8,711.5 
GAP Gap Inc.
-2.7%
-$7,762.14 
STT State Street Corp
-2.69%
-$6,853.6 
IRM Iron Mountain Inc.
-2.69%
-$5,273.88 
HUN Huntsman Corporation
-2.57%
-$2,931.18 
FCX Freeport-McMoRan Inc.
-2.43%
-$35,045.1 
IVZ Invesco Ltd.
-2.38%
-$9,292.36 
IRDM Iridium Communications Inc.
-2.37%
-$4,411.68 
AVEM Avantis Emerging Markets Equity ETF
-2.34%
-$6,081.21 
HAL Halliburton Company
-2.3%
-$9,075.83 
OC Owens Corning
-2.27%
-$5,869.37 
DD DuPont de Nemours, Inc.
-2.11%
-$6,003.66 
EVR Evercore Inc.
-2.08%
-$5,279.86 
BULL Webull Corporation
-1.95%
-$2,123.28 
C Citigroup Inc.
-1.89%
-$15,565.48 
GE General Electric Company
-1.88%
-$10,646.08 
CSCO Cisco Systems, Inc.
-1.84%
-$3,788.34 
CYTK Cytokinetics, Incorporated
-1.79%
-$7,920 
MPT Medical Properties Trust, Inc.
-1.79%
-$927.42 
TSLA Tesla, Inc.
-1.77%
-$35,468.54 
WFC Wells Fargo & Company
-1.75%
-$7,913.9 
JPM JPMorgan Chase & Co.
-1.71%
-$17,447.88 
CHTR Charter Communications Inc
-1.66%
-$5,048.12 
OSK Oshkosh Corporation
-1.63%
-$3,312.96 
PCG PG&E Corporation
-1.56%
-$15,424.53 
GLD SPDR Gold Shares
-1.51%
-$18,083.94 
EXE Expand Energy Corporation
-1.51%
-$3,319.03 
AIT Applied Industrial Technologies Inc.
-1.47%
-$3,272.22 
GLDM SPDR Gold MiniShares Trust
-1.47%
-$19,729.08 
LYB LyondellBasell Industries N.V.
-1.46%
-$4,557 
NWL Newell Brands Inc.
-1.37%
-$1,169.04 
CW Curtiss-Wright Corporation
-1.36%
-$4,689.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$3,911.04 
SCHF Schwab International Equity ETF
-1.31%
-$3,536.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$6,474.6 
AMZN Amazon.com Inc
-1.25%
-$44,407.14 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$3,382.3 
OWL Blue Owl Capital Inc.
-1.18%
-$3,488.87 
RTX RTX Corporation
-1.17%
-$3,094.88 
U Unity Software Inc.
-1.17%
-$4,228.66 
AKAM Akamai Technologies Inc.
-1.14%
-$4,166.3 
JBLU JetBlue Airways Corporation
-1.14%
-$679.6 
WMB The Williams Companies, Inc.
-1.11%
-$3,780.27 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$2,353.29 
DVN Devon Energy Corporation
-0.99%
-$4,643 
VTR Ventas Inc.
-0.98%
-$7,490.56 
IEX IDEX Corporation
-0.96%
-$2,877.12 
BKH Black Hills Corporation
-0.96%
-$2,024.17 
PSX Phillips 66
-0.93%
-$15,536.4 
AVDV Avantis International Small Cap Value ETF
-0.93%
-$3,140.8 
FNDF Schwab Fundamental International Large Company Index ETF
-0.93%
-$3,780.4 
DECK Deckers Outdoor Corporation
-0.9%
-$2,522.88 
CVX Chevron Corporation
-0.89%
-$4,591.05 
AEP American Electric Power Company, Inc.
-0.88%
-$7,128.6 
AVDE Avantis International Equity ETF
-0.87%
-$6,723 
AR Antero Resources Corporation
-0.86%
-$2,340.36 
NEU NewMarket Corporation
-0.84%
-$2,036.58 
MLI Mueller Industries Inc.
-0.83%
-$5,905 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.82%
-$5,150.95 
EFA iShares MSCI EAFE ETF
-0.81%
-$60,181.94 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$6,976.8 
XRAY Dentsply Sirona Inc.
-0.77%
-$1,125.52 
COF Capital One Financial Corporation
-0.76%
-$5,207.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.7%
-$78,994.44 
VFC V.F. Corporation
-0.68%
-$952.83 
ED Consolidated Edison, Inc.
-0.64%
-$1,402.16 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$3,599 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.61%
-$4,971.19 
WELL Welltower Inc.
-0.56%
-$3,061.66 
TXT Textron Inc.
-0.56%
-$1,704.15 
MOS Mosaic Company
-0.52%
-$1,960.14 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$18,004.98 
TPR Tapestry Inc.
-0.48%
-$1,535.58 
IVV iShares Core S&P 500 ETF
-0.47%
-$15,189.21 
DOW Dow Inc.
-0.47%
-$1,433.43 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$26,468.61 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$59,741.16 
VOO Vanguard S&P 500 ETF
-0.46%
-$89,992.35 
DRS Leonardo DRS, Inc.
-0.44%
-$816.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$3,424.58 
AMT American Tower Corporation
-0.44%
-$1,095.13 
PLD Prologis Inc.
-0.39%
-$1,541.77 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$1,877.31 
POR Portland General Electric Company
-0.35%
-$727.94 
IWM iShares Russell 2000 ETF
-0.35%
-$27,493.27 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$2,351.82 
IP International Paper Company
-0.32%
-$619.3 
CHE Chemed Corporation
-0.31%
-$949.58 
ROST Ross Stores, Inc.
-0.3%
-$3,096.8 
GOSS Gossamer Bio Inc.
-0.28%
-$5.38 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.27%
-$33,743.5 
ES Eversource Energy
-0.27%
-$1,462.8 
XYLD Global X S&P 500 Covered Call ETF
-0.26%
-$33,685.19 
USB U.S. Bancorp
-0.26%
-$1,360.64 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$4,300.14 
NNN NNN REIT, Inc.
-0.23%
-$730.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.22%
-$701.19 
PTON Peloton Interactive, Inc.
-0.2%
-$253.01 
ZM Zoom Video Communications, Inc.
-0.2%
-$941.45 
MTBA Simplify MBS ETF
-0.14%
-$312.71 
DAL Delta Air Lines, Inc.
-0.13%
-$615.62 
WAL Western Alliance Bancorporation
-0.13%
-$482.2 
CTA Simplify Managed Futures Strategy ETF
-0.1%
-$470.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$228.53 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.08%
-$381.48 
BA Boeing Company
-0.07%
-$375.25 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$122.12 
TXRH Texas Roadhouse Inc.
-0.06%
-$164 
JHG Janus Henderson Group plc
-0.04%
-$154.14 
BUCK Simplify Treasury Option Income ETF
-0.02%
-$82.28 
TJX The TJX Companies, Inc.
-0.02%
-$117.33 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$172.69 Events
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Dividends
Dividend Analysis
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| Trades 1496 | Longs Won 814/1496 54% | Profit Factor 2.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $320,257.14 |
| Average Win $113,248.75 | Best Trade (Sep 14) $8.33M | Sharpe Ratio -6.58 |
| Average Loss -$48,070.05 | Worst Trade (Sep 09) -$2.11M | Z-Score 5.23 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $39,706.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 6,650 | $353,512.9 | $312,217.5 | - | -$41,295.4 | -11.68% | -2.714% |
| AAPL Apple Inc. | 22,752 | $4.5M | $7.58M | - | $3.08M | 68.42% | +0.22% |
| ABNB Airbnb, Inc. | 7,695 | $984,961.17 | $1.31M | - | $328,190.58 | 33.32% | +0.27% |
| ABT Abbott Laboratories | 3,289 | $298,443.86 | $339,030.12 | - | $40,586.26 | 13.6% | +1.108% |
| ACN Accenture plc Class A | 2,275 | $283,101 | $443,681.87 | - | $160,580.87 | 56.72% | +6.049% |
| ADBE Adobe Inc. | 1,062 | $217,731.24 | $282,051.27 | - | $64,320.03 | 29.54% | +5.295% |
| ADI Analog Devices, Inc. | 827 | $328,459.6 | $298,563.54 | - | -$29,896.06 | -9.1% | -4.689% |
| AEP American Electric Power Company, Inc. | 6,540 | $735,772.48 | $799,449.6 | - | $63,677.12 | 8.65% | -0.884% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,047 | $302,322.86 | $292,222.53 | - | -$10,100.33 | -3.34% | -0.078% |
| AGL Agilon Health Inc. | 2,562 | $295,014.3 | $236,831.28 | - | -$58,183.02 | -19.72% | +2.974% |
| AGX Argan Inc. | 258 | $204,222.48 | $101,401.74 | - | -$102,820.74 | -50.35% | -5.006% |
| AIT Applied Industrial Technologies Inc. | 686 | $231,970.89 | $218,840.86 | - | -$13,130.03 | -5.66% | -1.473% |
| AKAM Akamai Technologies Inc. | 3,415 | $258,759.49 | $360,521.55 | - | $101,762.06 | 39.33% | -1.142% |
| AMD Advanced Micro Devices, Inc. | 2,205 | $366,854.36 | $1.09M | - | $721,114.69 | 196.57% | -4.402% |
| AME Ametek Inc. | 1,557 | $301,400.34 | $363,839.76 | - | $62,439.42 | 20.72% | -3.386% |
| AMKR Amkor Technology Inc. | 7,200 | $209,214.57 | $339,300 | - | $130,085.43 | 62.18% | -8.902% |
| AMT American Tower Corporation | 1,404 | $229,652.29 | $248,606.28 | - | $18,953.99 | 8.25% | -0.439% |
| AMZN Amazon.com Inc | 13,834 | $3.16M | $3.51M | - | $344,842.67 | 10.9% | -1.25% |
| ANET Arista Networks, Inc. | 2,039 | $267,170.17 | $382,944.59 | - | $115,774.42 | 43.33% | -5.902% |
| AON Aon plc | 1,169 | $379,851.35 | $364,155.19 | - | -$15,696.16 | -4.13% | +2.914% |
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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 - $3.94M, Global X Nasdaq 100 Covered Call ETF - $3.35M, SanDisk Corporation - $2.64M, Alphabet Inc - $2.35M, and JPMorgan Equity Premium Income Fund - $2.1M. 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 - $1.81M, Figma Inc. Class A Common Stock - $1.62M, The Home Depot, Inc - $569,429.56, 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 $16.54M earned over time. The largest contributors to dividend income include Global X S&P 500 Covered Call ETF - $4.24M, Global X Nasdaq 100 Covered Call ETF - $3.29M, JPMorgan Equity Premium Income Fund - $1.33M, JPMorgan Nasdaq Equity Premium Income ETF - $1.29M, and Vanguard S&P 500 ETF - $924,537.02. 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.
