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:
61.86%
Gain
Monthly
0.1%
Yearly
1.24%
Drawdown
26.26%
$523.51M
Equity
Holdings
$523.51M
Investment
$419.71M
-$3.08B
Profit +$401,416.32
Realized
-$3.18B
Unrealized
$103.81M
Dividends
$65.36B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$401,416.32
Win %
75%
This Week
Compared To Last Week
Gain
1.39%
Profit
$7.17M
Win %
75%
This Month
Compared to last month
Gain
-0.45%
Profit
-$2.35M
Win %
75%
This Year
Compared to last year
Gain
13.26%
Profit
$61.28M
Win %
75%
NVDA NVIDIA Corporation
+3.71%
+$1.34M 
KMB Kimberly-Clark Corporation
+2.59%
+$139,817.52 
TT Trane Technologies plc
+2.06%
+$155,602.75 
CF CF Industries Holdings, Inc.
+1.8%
+$155,255.25 
BKNG Booking Holdings Inc.
+1.74%
+$104,269.5 
CL Colgate-Palmolive Company
+1.56%
+$90,130.24 
CMI Cummins Inc.
+1.46%
+$5,179.68 
MSI Motorola Solutions, Inc.
+1.41%
+$51,896.88 
KR Kroger Co.
+1.06%
+$70,870.45 
NRG NRG Energy, Inc.
+0.9%
+$43,650.18 
ROST Ross Stores, Inc.
+0.68%
+$83,398.58 
HSY The Hershey Company
+0.65%
+$53,947.11 
MNST Monster Beverage Corporation
+0.65%
+$109,073.07 
UBS UBS Group AG
+0.57%
+$43,636.69 
NEM Newmont Corporation
+0.56%
+$46,188.44 
KLAC KLA Corporation
+0.48%
+$131,755.5 
JPM JPMorgan Chase & Co.
+0.46%
+$34,634.6 
IVV iShares Core S&P 500 ETF
+0.4%
+$40,826.41 
CTAS Cintas Corporation
+0.37%
+$20,367.22 
GS The Goldman Sachs Group, Inc.
+0.34%
+$44,005.16 
UBER Uber Technologies, Inc.
+0.34%
+$22,677.75 
GE General Electric Company
+0.32%
+$42,899.48 
LOGI Logitech International S.A.
+0.32%
+$21,749.33 
MS Morgan Stanley
+0.28%
+$36,130.5 
MSFT Microsoft Corp.
+0.17%
+$32,875.05 
GILD Gilead Sciences Inc.
-3.77%
-$229,351.84 
AZN AstraZeneca PLC American Depositary Shares
-3.3%
-$1.2M 
LLY Eli Lilly and Company
-2.44%
-$127,987.65 
JNJ Johnson & Johnson
-1.01%
-$112,827.75 
HWM Howmet Aerospace Inc.
-0.99%
-$118,322.23 
GOOGL Alphabet Inc
-0.89%
-$217,066.74 
GOOG Alphabet Inc
-0.79%
-$2,467.5 
AMZN Amazon.com Inc
-0.56%
-$36,003.78 
CBOE Cboe Global Markets Inc.
-0.56%
-$70,846.52 
CNQ Canadian Natural Resources Limited
-0.5%
-$1,508.22 
AMGN Amgen Inc.
-0.49%
-$64,076.63 
AAPL Apple Inc.
-0.43%
-$188,606.16 
V Visa Inc. Class A
-0.38%
-$35,931.72 
CME CME Group Inc.
-0.26%
-$37,992.63 
AVGO Broadcom Inc.
-0.26%
-$33,085.5 
TTE TotalEnergies SE
-0.26%
-$3,660.8 
MCO Moody's Corporation
-0.1%
-$8,597.05 
EBAY eBay Inc.
-0.09%
-$11,199.38 
LRCX Lam Research Corporation
-0.06%
-$18,581.42 Events
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Dividends
Dividend Analysis
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| Trades 38170 | Longs Won 19915/38170 52% | Profit Factor 0.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.51M |
| Average Win $256,273.01 | Best Trade (Dec 31) $61.09M | Sharpe Ratio -5.33 |
| Average Loss -$448,157.03 | Worst Trade (Mar 31) -$1.26B | Z-Score -41.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy -$80,624.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 3,058.96% | 1,092.37% | 598.1% | 390.09% | 280.03% | 213.59% | 169.87% | 139.31% | 116.94% |
| Consecutive Losing Trades | 1,168 | 1,051 | 935 | 818 | 701 | 584 | 467 | 350 | 234 | 117 |
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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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