JC
Jan Cargill Portfolio
Invests via NatWest Group PLC | Managed by Jan Cargill
Invests via NatWest Group PLC
Managed by Jan Cargill
Automatically Tracked
Jan Cargill Profile
Jan Cargill is a seasoned entrepreneur with extensive experience in launching and scaling innovative business ventures. With a keen focus on technology commercialization, Jan has successfully navigated complex market dynamics to create solutions that address unmet needs. As the driving force behind several startups, she exemplifies leadership in fostering growth through strategic partnerships and investment outreach. Her educational background includes top-tier institutions where she honed her expertise in finance and entrepreneurship. This unique blend of skills positions Jan as a valuable player in capital markets, making her insights essential for stakeholders seeking opportunities at the intersection of innovation and investment.
Jan Cargill is a seasoned entrepreneur with extensive experience in launching and scaling innovative business ventures. With a keen focus on technology commercialization, Jan has successfully navigated complex market dynamics to create solutions that address unmet needs. As the driving force behind several startups, she exemplifies leadership in fostering growth through strategic partnerships and investment outreach. Her educational background includes top-tier institutions where she honed her expertise in finance and entrepreneurship. This unique blend of skills positions Jan as a valuable player in capital markets, making her insights essential for stakeholders seeking opportunities at the intersection of innovation and investment.
Investment Philosophy & Strategy
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:
108.45%
Gain 0%
Monthly
0.21%
Yearly
2.52%
Drawdown
22.76%
$520.19M
Equity
Holdings
$520.19M
Investment
$423.08M
-$2.99B
Profit +$16,642.28
Realized
-$3.09B
Unrealized
$100.48M
Dividends
$71.41B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.004%
Profit
$16,642.28
Win %
79%
This Week
Compared To Last Week
Gain
0.66%
Profit
$3.41M
Win %
79%
This Month
Compared to last month
Gain
0.003%
Profit
$16,642.28
Win %
79%
This Year
Compared to last year
Gain
12.54%
Profit
$57.96M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$934,543.9 
GOOG Alphabet Inc
+6.88%
+$20,098.75 
GOOGL Alphabet Inc
+6.73%
+$1.53M 
CBOE Cboe Global Markets Inc.
+4.62%
+$651,884.03 
TT Trane Technologies plc
+3.33%
+$235,086.91 
MSFT Microsoft Corp.
+3.02%
+$688,858.23 
NVDA NVIDIA Corporation
+2.93%
+$1.02M 
HWM Howmet Aerospace Inc.
+1.8%
+$216,237.01 
GE General Electric Company
+1.42%
+$186,245.74 
KLAC KLA Corporation
+1.38%
+$300,295.21 
MSI Motorola Solutions, Inc.
+1.14%
+$43,512.09 
TTE TotalEnergies SE
+0.95%
+$15,192.34 
LOGI Logitech International S.A.
+0.9%
+$60,898.11 
CNQ Canadian Natural Resources Limited
+0.85%
+$2,872.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$70,144 
EBAY eBay Inc.
+0.43%
+$54,441.67 
AVGO Broadcom Inc.
+0.37%
+$45,374.4 
JPM JPMorgan Chase & Co.
+0.27%
+$21,140.6 
NRG NRG Energy, Inc.
+0.24%
+$11,085.41 
CME CME Group Inc.
+0.21%
+$34,201.17 
JNJ Johnson & Johnson
+0.21%
+$22,780.46 
CMI Cummins Inc.
+0.19%
+$644.18 
MS Morgan Stanley
+0.17%
+$20,979.12 
AAPL Apple Inc.
-7.35%
-$3.4M 
NEM Newmont Corporation
-2.14%
-$178,653.4 
LRCX Lam Research Corporation
-1.58%
-$396,967.63 
MNST Monster Beverage Corporation
-1.3%
-$221,601.03 
HSY The Hershey Company
-1.23%
-$105,950.03 
UBS UBS Group AG
-1.22%
-$96,148.65 
CTAS Cintas Corporation
-1.04%
-$67,164.89 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$347,423.9 
GILD Gilead Sciences Inc.
-0.81%
-$48,307.91 
MCO Moody's Corporation
-0.81%
-$68,074.78 
KMB Kimberly-Clark Corporation
-0.8%
-$43,247.6 
AMGN Amgen Inc.
-0.64%
-$88,776.92 
GS The Goldman Sachs Group, Inc.
-0.63%
-$80,099.16 
ROST Ross Stores, Inc.
-0.59%
-$83,515.67 
LLY Eli Lilly and Company
-0.53%
-$26,389.65 
CF CF Industries Holdings, Inc.
-0.46%
-$43,819 
CL Colgate-Palmolive Company
-0.33%
-$19,041.6 
KR Kroger Co.
-0.21%
-$13,392.84 
BKNG Booking Holdings Inc.
-0.18%
-$11,586.18 
V Visa Inc. Class A
-0.04%
-$3,810.67 
UBER Uber Technologies, Inc.
-0.01%
-$907.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 38170 | Longs Won 20524/38170 53% | Profit Factor 0.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.51M |
| Average Win $256,078.15 | Best Trade (Dec 31) $61.09M | Sharpe Ratio -5.3 |
| Average Loss -$467,476.78 | Worst Trade (Mar 31) -$1.26B | Z-Score -37.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy -$78,421.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 2,738.2% | 1,010.98% | 564.44% | 373.27% | 270.84% | 208.4% | 166.98% | 137.82% | 116.35% |
| Consecutive Losing Trades | 1,112 | 1,001 | 890 | 779 | 667 | 556 | 445 | 334 | 222 | 111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 138,681 | $35.85M | $42.84M | - | $6.99M | 19.48% | -7.354% |
| AMGN Amgen Inc. | 35,797 | $12.6M | $13.79M | - | $1.19M | 9.47% | -0.64% |
| AMZN Amazon.com Inc | 25,902 | $5.69M | $7.03M | - | $1.35M | 23.73% | +15.321% |
| AVGO Broadcom Inc. | 31,510 | $8.31M | $12.27M | - | $3.95M | 47.54% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 204,367 | $40.31M | $34.67M | - | -$5.64M | -13.98% | -0.992% |
| BKNG Booking Holdings Inc. | 34,075 | $4.48M | $6.57M | - | $2.09M | 46.78% | -0.176% |
| CBOE Cboe Global Markets Inc. | 47,548 | $13.36M | $14.75M | - | $1.39M | 10.37% | +4.624% |
| CF CF Industries Holdings, Inc. | 75,550 | $9.81M | $9.46M | - | -$351,307.5 | -3.58% | -0.461% |
| CL Colgate-Palmolive Company | 63,472 | $6.5M | $5.79M | - | -$705,185.06 | -10.85% | -0.328% |
| CME CME Group Inc. | 60,001 | $11.27M | $16.07M | - | $4.8M | 42.54% | +0.213% |
| CMI Cummins Inc. | 528 | $223,011.36 | $334,857.61 | - | $111,846.25 | 50.15% | +0.193% |
| CNQ Canadian Natural Resources Limited | 7,182 | $199,444.14 | $342,437.76 | - | $142,993.62 | 71.7% | +0.846% |
| CTAS Cintas Corporation | 31,095 | $5.84M | $6.36M | - | $518,709.04 | 8.88% | -1.045% |
| EBAY eBay Inc. | 111,105 | $7.84M | $12.67M | - | $4.83M | 61.57% | +0.432% |
| GE General Electric Company | 37,027 | $11.39M | $13.33M | - | $1.94M | 17.05% | +1.417% |
| GILD Gilead Sciences Inc. | 45,148 | $5.09M | $5.88M | - | $791,070.81 | 15.55% | -0.815% |
| GOOG Alphabet Inc | 875 | $213,106.25 | $312,068.74 | - | $98,962.49 | 46.44% | +6.884% |
| GOOGL Alphabet Inc | 68,046 | $13.74M | $24.23M | - | $10.49M | 76.31% | +6.734% |
| GS The Goldman Sachs Group, Inc. | 12,361 | $10.87M | $12.59M | - | $1.72M | 15.86% | -0.632% |
| HSY The Hershey Company | 48,601 | $10.1M | $8.51M | - | -$1.6M | -15.8% | -1.23% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jan Cargill?
The largest contributions to the portfolio's profits come from the following stocks: Healthcare Realty Trust Incorporated - $69.91B, Apple Inc - $126.56M, International Business Machines Corporation - $121.88M, Microsoft Corp - $111.03M, and Duke Energy Corporation - $59.52M. 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: HSBC Holdings plc Sponsored ADR - $1.25B, Altria Group, Inc - $613.58M, SPDR S&P 500 ETF Trust - $482.25M, Fannie Mae - $242.79M, and SLM Corporation - $224.54M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jan Cargill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $71.41B earned over time. The largest contributors to dividend income include Healthcare Realty Trust Incorporated - $69.91B, General Electric Company - $194.35M, Citigroup Inc - $105.27M, Duke Energy Corporation - $74.15M, and SPDR S&P 500 ETF Trust - $51.96M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jan Cargill's monthly returns?
Jan Cargill'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 Jan Cargill's strategy be considered aggressive or moderate?
Jan Cargill'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 Jan Cargill's strategy?
Jan Cargill'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.
