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:
109.47%
Gain -0.84%
Monthly
1.36%
Yearly
17.58%
Drawdown
29.61%
$374.11M
Equity
Holdings
$374.11M
Investment
$252.22M
$133.42M
Profit -$1.9M
Realized
$8.17M
Unrealized
$125.25M
Dividends
$14.57M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$1.9M
Win %
83%
This Week
Compared To Last Week
Gain
-1.51%
Profit
-$5.73M
Win %
83%
This Month
Compared to last month
Gain
-1.82%
Profit
-$6.93M
Win %
83%
This Year
Compared to last year
Gain
-2.03%
Profit
-$7.64M
Win %
84%
GEV GE Vernova Inc.
+2.09%
+$11,307.26 
CVX Chevron Corporation
+1.92%
+$11,028.16 
MRT Marti Technologies Inc.
+1.91%
+$1,050 
ORCL Oracle Corporation
+1.77%
+$5,073.2 
AFL Aflac Inc.
+1.38%
+$8,049.51 
JNJ Johnson & Johnson
+1.23%
+$12,040.51 
XOM Exxon Mobil Corporation
+0.97%
+$65,545.26 
IAU iShares Gold Trust
+0.94%
+$13,612.9 
GE General Electric Company
+0.9%
+$6,677.36 
LLY Eli Lilly and Company
+0.85%
+$7,256.16 
QCOM QUALCOMM Incorporated
+0.69%
+$12,060.36 
UNH UnitedHealth Group Incorporated
+0.64%
+$1,720.85 
NOC Northrop Grumman Corporation
+0.56%
+$2,298.03 
CAT Caterpillar Inc.
+0.35%
+$3,330.86 
AAPL Apple Inc.
+0.14%
+$9,563.04 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$279.72 
ABBV AbbVie Inc.
+0.04%
+$93.01 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
SYK Stryker Corporation
-3.42%
-$9,347.26 
KLAC KLA Corporation
-3.02%
-$39,720 
IBM International Business Machines Corporation
-2.91%
-$74,537.58 
META Meta Platforms Inc Class A
-2.79%
-$11,581.23 
HD The Home Depot, Inc.
-2.63%
-$14,109.28 
TSLA Tesla, Inc.
-2.61%
-$6,418.16 
NVDA NVIDIA Corporation
-2.21%
-$44,637.65 
GOOG Alphabet Inc
-2.17%
-$51,776.77 
GOOGL Alphabet Inc
-2.17%
-$30,806.14 
MCD McDonald's Corporation
-2.1%
-$6,940.25 
DIS The Walt Disney Company
-2.05%
-$4,316.64 
MTB M&T Bank Corporation
-1.89%
-$4,358.38 
MSFT Microsoft Corp.
-1.81%
-$37,892.4 
V Visa Inc. Class A
-1.8%
-$23,273.5 
AXP American Express Company
-1.72%
-$5,716.18 
LDOS Leidos Holdings Inc.
-1.67%
-$6,649.94 
HBAN Huntington Bancshares Incorporated
-1.67%
-$3,219.35 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$954,060.01 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$101,681.58 
VUG Vanguard Growth ETF
-1.49%
-$3,780.99 
LIN Linde plc
-1.44%
-$4,324.01 
ESGV Vanguard ESG U.S. Stock ETF
-1.22%
-$12,710.52 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.2%
-$21,784.5 
VSGX Vanguard ESG International Stock ETF
-1.14%
-$6,004.18 
AMZN Amazon.com Inc
-1.06%
-$22,072.68 
IVV iShares Core S&P 500 ETF
-1.02%
-$4,789.41 
IWB iShares Russell 1000 ETF
-1.02%
-$12,259.94 
VOO Vanguard S&P 500 ETF
-1.01%
-$1.09M 
PG Procter & Gamble Co
-1%
-$14,512.96 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$6,040.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$2,077.73 
CGDV Capital Group Dividend Value ETF
-0.91%
-$224,353.35 
D Dominion Energy, Inc.
-0.91%
-$2,815.8 
CI The Cigna Group
-0.83%
-$1,803.57 
IWN iShares Russell 2000 Value ETF
-0.82%
-$4,191.5 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$193,824.4 
T AT&T Inc.
-0.77%
-$2,491.01 
VOT Vanguard Mid-Cap Growth ETF
-0.76%
-$19,086.66 
VZ Verizon Communications Inc.
-0.66%
-$2,167.46 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.66%
-$14,749.21 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$15,675.76 
WMT Walmart Inc.
-0.62%
-$2,641.91 
NEE NextEra Energy, Inc.
-0.62%
-$7,746.75 
JPM JPMorgan Chase & Co.
-0.6%
-$10,102.3 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$239,424.75 
IWD iShares Russell 1000 Value ETF
-0.57%
-$15,675.78 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$1,323.6 
SCHF Schwab International Equity ETF
-0.55%
-$2,105.55 
IWM iShares Russell 2000 ETF
-0.52%
-$12,713.03 
ADP Automatic Data Processing Inc.
-0.51%
-$3,322.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$21,170.43 
VO Vanguard Mid-Cap ETF
-0.46%
-$5,875.6 
VBK Vanguard Small-Cap Growth ETF
-0.46%
-$47,273.9 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$33,808.58 
RTX RTX Corporation
-0.44%
-$2,120.77 
VTV Vanguard Value ETF
-0.43%
-$59,790.58 
VOE Vanguard Mid-Cap Value ETF
-0.3%
-$4,337.1 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.17%
-$158.47 
IBIT iShares Bitcoin Trust
-0.11%
-$395 
VNQ Vanguard Real Estate ETF
-0.05%
-$280.97 Events
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Dividends
Dividend Analysis
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| Trades 902 | Longs Won 631/902 69% | Profit Factor 16.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $912,419.29 |
| Average Win $225,302.68 | Best Trade (Jul 18) $16.27M | Sharpe Ratio -13.12 |
| Average Loss -$32,261.95 | Worst Trade (Jun 30) -$1.1M | Z-Score 15.96 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6d | Expectancy $147,919.07 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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Returns
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