JPQ
John P. Quinn Portfolio
Invests via Vermillion & White Wealth Management Group LLC | Managed by Ryan L. Vermillion, Brian J. White
Invests via Vermillion & White Wealth Management Group LLC
Managed by Ryan L. Vermillion, Brian J. White
Automatically Tracked
John P. Quinn Profile
With a strong foundation in operational leadership, John P. Quinn has made significant contributions to both corporate growth and innovation across various sectors. He has extensive experience guiding organizations through complex transformations, particularly in technology and consumer goods industries. His strategic insights have positioned businesses for competitive advantage while driving impactful market solutions. Known for his hands-on approach and collaborative leadership style, he adeptly bridges the gap between executive vision and execution, leading teams toward shared goals of excellence. John's role as an advisor further underscores his relevance in navigating today’s dynamic business landscape.
With a strong foundation in operational leadership, John P. Quinn has made significant contributions to both corporate growth and innovation across various sectors. He has extensive experience guiding organizations through complex transformations, particularly in technology and consumer goods industries. His strategic insights have positioned businesses for competitive advantage while driving impactful market solutions. Known for his hands-on approach and collaborative leadership style, he adeptly bridges the gap between executive vision and execution, leading teams toward shared goals of excellence. John's role as an advisor further underscores his relevance in navigating today’s dynamic business landscape.
Investment Philosophy & Strategy
Market opportunities in emerging technologies and consumer behaviors define John P. Quinn's investment approach. His extensive operational leadership experience allows for keen identification of trends that drive business growth, particularly in sectors ripe for innovation. With a focus on fostering collaborative environments, he prioritizes investments where strategic execution aligns with competitive differentiation. This combination facilitates optimal capital deployment towards initiatives exhibiting high scalability potential, reinforcing robust market positioning. By championing transformative projects and agile methodologies, he's poised to uncover valuable prospects that yield sustainable returns.
Market opportunities in emerging technologies and consumer behaviors define John P. Quinn's investment approach. His extensive operational leadership experience allows for keen identification of trends that drive business growth, particularly in sectors ripe for innovation. With a focus on fostering collaborative environments, he prioritizes investments where strategic execution aligns with competitive differentiation. This combination facilitates optimal capital deployment towards initiatives exhibiting high scalability potential, reinforcing robust market positioning. By championing transformative projects and agile methodologies, he's poised to uncover valuable prospects that yield sustainable returns.
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:
32.14%
Gain +0.15%
Monthly
0.95%
Yearly
12.07%
Drawdown
12.23%
$160.4M
Equity
Holdings
$160.4M
Investment
$128.31M
$44.58M
Profit +$260,945.02
Realized
$12.48M
Unrealized
$32.1M
Dividends
$7.39M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.15%
Profit
$260,945.02
Win %
72%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$1.5M
Win %
72%
This Month
Compared to last month
Gain
-0.8%
Profit
-$1.29M
Win %
72%
This Year
Compared to last year
Gain
-15.35%
Profit
-$27.78M
Win %
75%
PM Philip Morris International Inc.
+2.04%
+$12,093.74 
EXC Exelon Corporation
+1.53%
+$3,008.66 
CEG Constellation Energy Corporation
+1.36%
+$4,495.67 
DVY iShares Select Dividend ETF
+0.96%
+$5,226.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.83%
+$28,236.87 
PPI ASTORIA REAL ASSETS ETF
+0.7%
+$23,999.58 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.61%
+$54,009.29 
MO Altria Group, Inc.
+0.48%
+$5,002.42 
GQQQ Astoria US Quality Growth Kings ETF
+0.4%
+$85,995.9 
VIG Vanguard Dividend Appreciation ETF
+0.32%
+$2,237.82 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.29%
+$4,518.36 
EFV iShares MSCI EAFE Value ETF
+0.27%
+$1,907.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.27%
+$4,303.6 
UNH UnitedHealth Group Incorporated
+0.25%
+$565.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,136.23 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.23%
+$16,114.87 
DFAI Dimensional International Core Equity Market ETF
+0.23%
+$29,657.38 
CGUS Capital Group Core Equity ETF
+0.21%
+$334.98 
IVV iShares Core S&P 500 ETF
+0.18%
+$75,613.95 
DFAE Dimensional Emerging Core Equity Market ETF
+0.18%
+$10,338.09 
VOO Vanguard S&P 500 ETF
+0.16%
+$559.91 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$5,555.25 
ESGV Vanguard ESG U.S. Stock ETF
+0.15%
+$2,818 
ESGU iShares ESG Aware MSCI USA ETF
+0.14%
+$598.73 
VT Vanguard Total World Stock ETF
+0.13%
+$341.8 
CGBL Capital Group Core Balanced ETF
+0.12%
+$351.05 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.1%
+$358.01 
BINC iShares Flexible Income Active ETF
+0.09%
+$2,585.88 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$390.06 
IXN iShares Global Tech ETF
+0.03%
+$90.32 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$32.17 
SHV iShares Short Treasury Bond ETF
+0.02%
+$49.24 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.01%
+$46.19 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSMP Invesco BulletShares (R) 2025 Municipal Bond ETF
0%
$0 
ENZC Enzolytics Inc.
0%
$0 
HYSR SunHydrogen Inc.
-2.81%
-$1,320 
TSLA Tesla, Inc.
-2.73%
-$5,744.63 
AMZN Amazon.com Inc
-2.36%
-$15,163.86 
MSOS AdvisorShares Pure US Cannabis ETF
-1.99%
-$2,463.82 
AVGO Broadcom Inc.
-1.83%
-$20,692.89 
AAPL Apple Inc.
-1.61%
-$26,950.5 
UPS United Parcel Service, Inc.
-0.96%
-$10,904.4 
MSFT Microsoft Corp.
-0.94%
-$12,335.67 
EFG iShares MSCI EAFE Growth ETF
-0.21%
-$405.71 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.17%
-$494.69 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.14%
-$877.44 
CGCB Capital Group Core Bond ETF
-0.13%
-$131.04 
GOVT iShares U.S. Treasury Bond ETF
-0.13%
-$733.66 
DFCF Dimensional Core Fixed Income ETF
-0.13%
-$16,609.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.13%
-$680.79 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.12%
-$955.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$171.1 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$293.21 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$426.62 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$90.03 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$145.97 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.04%
-$465.98 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$1,911.06 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.03%
-$168.09 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$221.91 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$243.62 
PFE Pfizer Inc.
-0.02%
-$39.05 Events
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Dividends
Dividend Analysis
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| Trades 2131 | Longs Won 1244/2131 58% | Profit Factor 19.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,714.45 |
| Average Win $37,817.67 | Best Trade (Jun 12) $7.58M | Sharpe Ratio -21.52 |
| Average Loss -$2,782.03 | Worst Trade (Jun 30) -$388,930.92 | Z-Score -11.11 (31.27%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $20,918.59 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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