Tracey A. Baker Portfolio
Invests via CJM Wealth Advisers, Ltd. | Managed by Tracey A. Baker
Invests via CJM Wealth Advisers, Ltd.
Managed by Tracey A. Baker
Automatically Tracked
Tracey A. Baker Profile
Operating partner and investment executive with cross‑sector experience in private equity, corporate finance and portfolio operations. Tracey A. Baker combines deal execution, post-acquisition value creation and board-level governance to support growth, operational improvement and capital allocation for mid-market companies.
Operating partner and investment executive with cross‑sector experience in private equity, corporate finance and portfolio operations. Tracey A. Baker combines deal execution, post-acquisition value creation and board-level governance to support growth, operational improvement and capital allocation for mid-market companies.
Investment Philosophy & Strategy
Brings a hands‑on private equity approach focused on operationally driven value creation in mid‑market companies. Prioritizes rigorous due diligence, disciplined capital allocation and board‑level governance to align operational improvements with strategic growth initiatives. Prefers cross‑sector opportunities where operational playbooks, cost optimization and revenue expansion can shorten time‑to‑value; horizon of 3–7 years with measured downside protection.
Brings a hands‑on private equity approach focused on operationally driven value creation in mid‑market companies. Prioritizes rigorous due diligence, disciplined capital allocation and board‑level governance to align operational improvements with strategic growth initiatives. Prefers cross‑sector opportunities where operational playbooks, cost optimization and revenue expansion can shorten time‑to‑value; horizon of 3–7 years with measured downside protection.
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:
131.29%
Gain +0.27%
Monthly
1.34%
Yearly
17.31%
Drawdown
29.63%
$380.83M
Equity
Holdings
$380.83M
Investment
$248.86M
$139.9M
Profit +$449,123.69
Realized
$7.93M
Unrealized
$131.97M
Dividends
$15.34M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$449,123.69
Win %
81%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$4.47M
Win %
81%
This Month
Compared to last month
Gain
0.7%
Profit
$2.63M
Win %
81%
This Year
Compared to last year
Gain
-0.27%
Profit
-$914,837.97
Win %
82%
LLY Eli Lilly and Company
+4.64%
+$40,960.3 
MRT Marti Technologies Inc.
+4.24%
+$2,625 
SYK Stryker Corporation
+4%
+$9,301.87 
UNH UnitedHealth Group Incorporated
+3.71%
+$9,312.27 
HD The Home Depot, Inc.
+3.5%
+$15,928.86 
CI The Cigna Group
+3.31%
+$7,294.19 
ADP Automatic Data Processing Inc.
+2.92%
+$20,989.88 
V Visa Inc. Class A
+2.73%
+$37,739.79 
ORCL Oracle Corporation
+2.47%
+$7,436.85 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+2.35%
+$1,901.64 
DIS The Walt Disney Company
+2.29%
+$5,290 
AXP American Express Company
+2.17%
+$6,115.94 
T AT&T Inc.
+2.1%
+$7,106.72 
WMT Walmart Inc.
+2.06%
+$8,893.19 
MCD McDonald's Corporation
+1.95%
+$5,594.46 
IBM International Business Machines Corporation
+1.92%
+$51,054.71 
QCOM QUALCOMM Incorporated
+1.84%
+$32,779.44 
HBAN Huntington Bancshares Incorporated
+1.72%
+$2,700.1 
LDOS Leidos Holdings Inc.
+1.57%
+$6,943.86 
MTB M&T Bank Corporation
+1.42%
+$2,778.48 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.32%
+$28,353.29 
IAU iShares Gold Trust
+1.29%
+$19,349.76 
IWN iShares Russell 2000 Value ETF
+1.09%
+$5,182.45 
VNQ Vanguard Real Estate ETF
+1.09%
+$5,534.72 
MSFT Microsoft Corp.
+1.06%
+$29,460.3 
SCHM Schwab U.S. Mid-Cap ETF
+0.94%
+$2,117.76 
IJR iShares Core S&P Small-Cap ETF
+0.9%
+$207,426.84 
ABBV AbbVie Inc.
+0.87%
+$2,306.39 
IWM iShares Russell 2000 ETF
+0.82%
+$18,290.46 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$19,594.7 
PG Procter & Gamble Co
+0.77%
+$11,505.34 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$10,949.4 
GE General Electric Company
+0.75%
+$4,932.66 
IWD iShares Russell 1000 Value ETF
+0.67%
+$18,745.02 
VTV Vanguard Value ETF
+0.67%
+$94,138.36 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$2,397.6 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$239,424.75 
VZ Verizon Communications Inc.
+0.61%
+$2,017.98 
VO Vanguard Mid-Cap ETF
+0.56%
+$7,066.6 
NEE NextEra Energy, Inc.
+0.55%
+$6,056.55 
GOOGL Alphabet Inc
+0.47%
+$6,489.68 
LIN Linde plc
+0.43%
+$1,227.62 
GOOG Alphabet Inc
+0.42%
+$9,729.25 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$40,541.6 
IBIT iShares Bitcoin Trust
+0.39%
+$1,777.5 
NOC Northrop Grumman Corporation
+0.38%
+$1,491.37 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$23,252.96 
VOT Vanguard Mid-Cap Growth ETF
+0.28%
+$6,975.59 
VSGX Vanguard ESG International Stock ETF
+0.28%
+$1,451.56 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$2,628.41 
CGDV Capital Group Dividend Value ETF
+0.23%
+$57,334.75 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.23%
+$4,356.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.23%
+$10,264.48 
SCHF Schwab International Equity ETF
+0.17%
+$631.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$273.54 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$553.07 
IWB iShares Russell 1000 ETF
+0.11%
+$1,404.48 
META Meta Platforms Inc Class A
+0.04%
+$165.64 
IVV iShares Core S&P 500 ETF
+0.04%
+$171.03 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$227.64 
AFL Aflac Inc.
+0.02%
+$118.37 
VOO Vanguard S&P 500 ETF
0%
+$782.71 
KLAC KLA Corporation
-3.94%
-$42,240 
GEV GE Vernova Inc.
-3.19%
-$15,705.69 
CAT Caterpillar Inc.
-3.1%
-$24,857.91 
NVDA NVIDIA Corporation
-1.94%
-$41,817.5 
TSLA Tesla, Inc.
-1.9%
-$4,383.44 
XOM Exxon Mobil Corporation
-1.16%
-$95,295.84 
CVX Chevron Corporation
-1.06%
-$7,378.19 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$446,008.16 
IWF iShares Russell 1000 Growth ETF
-0.54%
-$37,566.32 
RTX RTX Corporation
-0.48%
-$2,233.03 
VUG Vanguard Growth ETF
-0.47%
-$1,245.67 
JPM JPMorgan Chase & Co.
-0.37%
-$6,160 
D Dominion Energy, Inc.
-0.1%
-$281.58 
AMZN Amazon.com Inc
-0.1%
-$2,074.52 
JNJ Johnson & Johnson
-0.07%
-$745.18 
AAPL Apple Inc.
-0.07%
-$4,681.71 Events
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Dividends
Dividend Analysis
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| Trades 902 | Longs Won 629/902 69% | Profit Factor 17.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $975,753.62 |
| Average Win $236,236.33 | Best Trade (Oct 15) $17.87M | Sharpe Ratio -10.72 |
| Average Loss -$31,826.16 | Worst Trade (Jun 30) -$1.1M | Z-Score 11.82 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 1d | Expectancy $155,104.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,923 | $3.84M | $6.83M | - | $2.98M | 77.61% | -0.069% |
| ABBV AbbVie Inc. | 930 | $234,009 | $265,942.8 | - | $31,933.8 | 13.65% | +0.875% |
| ADP Automatic Data Processing Inc. | 2,566 | $632,955.4 | $740,291 | - | $107,335.6 | 16.96% | +2.918% |
| AFL Aflac Inc. | 4,735 | $522,128 | $559,842.72 | - | $37,714.72 | 7.22% | +0.021% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,996 | $400,382.84 | $381,298.32 | - | -$19,084.52 | -4.77% | +0.633% |
| AMZN Amazon.com Inc | 8,298 | $1.45M | $2.11M | - | $651,949.84 | 44.83% | -0.098% |
| AXP American Express Company | 919 | $210,669.88 | $288,202.99 | - | $77,533.11 | 36.8% | +2.168% |
| BRK-B Berkshire Hathaway Inc. | 15,298 | $4.9M | $8.08M | - | $3.17M | 64.71% | +0.289% |
| CAT Caterpillar Inc. | 1,071 | $259,110.59 | $777,299.67 | - | $518,189.08 | 199.99% | -3.099% |
| CGDV Capital Group Dividend Value ETF | 498,563 | $21.24M | $24.56M | - | $3.31M | 15.6% | +0.234% |
| CI The Cigna Group | 761 | $182,343.17 | $227,664.57 | - | $45,321.4 | 24.86% | +3.31% |
| CVX Chevron Corporation | 3,133 | $412,409.35 | $688,273.1 | - | $275,863.75 | 66.89% | -1.061% |
| D Dominion Energy, Inc. | 4,332 | $201,806.41 | $271,768.02 | - | $69,961.61 | 34.67% | -0.104% |
| DIS The Walt Disney Company | 2,116 | $203,653 | $235,912.84 | - | $32,259.84 | 15.84% | +2.294% |
| DSM BNY Mellon Strategic Municipal Bond Fund, Inc. | 15,847 | $91,651.45 | $82,879.81 | - | -$8,771.64 | -9.57% | +2.348% |
| ESGV Vanguard ESG U.S. Stock ETF | 7,846 | $678,910.18 | $1.07M | - | $389,518.87 | 57.37% | +0.247% |
| GE General Electric Company | 2,154 | $300,870.72 | $666,253.74 | - | $365,383.02 | 121.44% | +0.746% |
| GEV GE Vernova Inc. | 523 | $285,149.41 | $476,845.25 | - | $191,695.84 | 67.23% | -3.189% |
| GOOG Alphabet Inc | 6,733 | $937,063.52 | $2.32M | - | $1.39M | 147.96% | +0.42% |
| GOOGL Alphabet Inc | 4,006 | $615,441.5 | $1.4M | - | $783,694.06 | 127.34% | +0.466% |
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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 Tracey A. Baker?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $6.7M, Invesco QQQ Trust, Series 1 - $5.11M, Exxon Mobil Corporation - $2.98M, Vanguard Value ETF - $2.94M, and iShares Core S&P Mid-Cap ETF - $1.73M. 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: Vanguard Mid-Cap Growth ETF - $1.01M, iShares Russell 1000 Growth ETF - $810,547.77, Vanguard Small-Cap Growth ETF - $559,378.72, Zscaler Inc - $375,258, and Invesco WilderHill Clean Energy ETF - $318,572.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tracey A. Baker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.34M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $4.65M, Vanguard Value ETF - $1.59M, iShares Core S&P Small-Cap ETF - $1.5M, iShares Core S&P Mid-Cap ETF - $1.44M, and Exxon Mobil Corporation - $1.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tracey A. Baker's monthly returns?
Tracey A. Baker'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 Tracey A. Baker's strategy be considered aggressive or moderate?
Tracey A. Baker'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 Tracey A. Baker's strategy?
Tracey A. Baker's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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