JS
Jason Skolnick Portfolio
Invests via FIRST NATIONAL Corp. /MA/ /ADV | Managed by Jason Skolnick
Invests via FIRST NATIONAL Corp. /MA/ /ADV
Managed by Jason Skolnick
Automatically Tracked
Jason Skolnick Profile
With a robust background in finance and entrepreneurship, Jason Skolnick has established himself as an influential figure in private equity and corporate development. His career encompasses leadership roles where he focused on growth-oriented initiatives within various sectors. Renowned for his hands-on approach, he effectively identifies opportunities that drive value creation through strategic acquisitions and operational enhancements. In addition to his investment pursuits, Skolnick is known for mentoring emerging entrepreneurs, sharing insights from years of market experience to foster new ventures. His reputation extends across financial circles as a result-oriented leader capable of navigating complex market dynamics.
With a robust background in finance and entrepreneurship, Jason Skolnick has established himself as an influential figure in private equity and corporate development. His career encompasses leadership roles where he focused on growth-oriented initiatives within various sectors. Renowned for his hands-on approach, he effectively identifies opportunities that drive value creation through strategic acquisitions and operational enhancements. In addition to his investment pursuits, Skolnick is known for mentoring emerging entrepreneurs, sharing insights from years of market experience to foster new ventures. His reputation extends across financial circles as a result-oriented leader capable of navigating complex market dynamics.
Investment Philosophy & Strategy
Leveraging his extensive entrepreneurial expertise, Jason Skolnick strategically focuses on identifying transformative opportunities in the private equity landscape. His keen ability to navigate complex market dynamics facilitates value creation through targeted investments and operational improvements. By championing growth-centric strategies, he enhances organizational capacities across various sectors while maintaining a commitment to mentorship for aspiring entrepreneurs. Skolnick's adeptness at cultivating partnerships allows him to capitalize on synergistic acquisitions, fostering an environment that encourages innovation and long-term sustainability.
Leveraging his extensive entrepreneurial expertise, Jason Skolnick strategically focuses on identifying transformative opportunities in the private equity landscape. His keen ability to navigate complex market dynamics facilitates value creation through targeted investments and operational improvements. By championing growth-centric strategies, he enhances organizational capacities across various sectors while maintaining a commitment to mentorship for aspiring entrepreneurs. Skolnick's adeptness at cultivating partnerships allows him to capitalize on synergistic acquisitions, fostering an environment that encourages innovation and long-term sustainability.
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:
67.96%
Gain -0.29%
Monthly
0.96%
Yearly
12.11%
Drawdown
21.51%
$593.37M
Equity
Holdings
$593.37M
Investment
$402.24M
$290.69M
Profit -$1.27M
Realized
$93.19M
Unrealized
$197.5M
Dividends
$59.71M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$1.27M
Win %
79%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$438,706.28
Win %
79%
This Month
Compared to last month
Gain
0.19%
Profit
$1.12M
Win %
79%
This Year
Compared to last year
Gain
10.39%
Profit
$55.82M
Win %
79%
CSCO Cisco Systems, Inc.
+4.54%
+$39,874.56 
AVGO Broadcom Inc.
+3.67%
+$22,237.6 
VPU Vanguard Utilities ETF
+2.87%
+$112,378.68 
SHOP Shopify Inc.
+2.7%
+$9,655.9 
ADT ADT Inc.
+2.42%
+$1,789.05 
NEE NextEra Energy, Inc.
+2.1%
+$8,513.6 
WMT Walmart Inc.
+2.03%
+$12,153.78 
HD The Home Depot, Inc.
+1.97%
+$12,935.9 
SO The Southern Company
+1.97%
+$13,313.85 
AMZN Amazon.com Inc
+1.95%
+$80,186.22 
CAT Caterpillar Inc.
+1.8%
+$21,236.4 
MRK Merck & Co., Inc.
+1.72%
+$27,184.8 
PG Procter & Gamble Co
+1.69%
+$15,736.37 
ORCL Oracle Corporation
+1.61%
+$5,779.96 
DUK Duke Energy Corporation
+1.6%
+$16,582.02 
LIN Linde plc
+1.57%
+$3,255.1 
KMB Kimberly-Clark Corporation
+1.43%
+$3,005.6 
PLTR Palantir Technologies Inc.
+1.41%
+$8,955.2 
SPGI S&P Global Inc.
+1.33%
+$11,045.2 
COST Costco Wholesale Corporation
+1.32%
+$33,962.85 
LLY Eli Lilly and Company
+1.26%
+$57,882.36 
PAYX Paychex Inc.
+1.24%
+$3,480.68 
CL Colgate-Palmolive Company
+1.23%
+$3,799.04 
PCG PG&E Corporation
+1.22%
+$1,724.55 
TT Trane Technologies plc
+1.2%
+$3,119.03 
ICF iShares Cohen & Steers Realty Majors ETF
+1.09%
+$26,094.32 
GE General Electric Company
+1%
+$5,526.6 
QLD ProShares Ultra QQQ
+0.93%
+$166,016.16 
VO Vanguard Mid-Cap ETF
+0.9%
+$145,111.68 
FREL Fidelity MSCI Real Estate Index ETF
+0.89%
+$14,956.32 
VNQ Vanguard Real Estate ETF
+0.87%
+$56,873.7 
TXN Texas Instruments Inc
+0.79%
+$4,545.83 
MSFT Microsoft Corp.
+0.78%
+$35,868.72 
T AT&T Inc.
+0.78%
+$1,914.63 
HDV iShares Core High Dividend ETF
+0.75%
+$12,060.3 
JNJ Johnson & Johnson
+0.73%
+$17,769.25 
GLD SPDR Gold Shares
+0.72%
+$149,224.09 
LMT Lockheed Martin Corporation
+0.69%
+$2,296.42 
VIG Vanguard Dividend Appreciation ETF
+0.68%
+$2,713.6 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.65%
+$9,340.62 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$58,921.52 
VUG Vanguard Growth ETF
+0.63%
+$4,134.24 
ITA iShares U.S. Aerospace & Defense ETF
+0.62%
+$32,494.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.61%
+$5,295.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.6%
+$2,370.44 
WM Waste Management, Inc.
+0.59%
+$1,311.5 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$7,109.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$24,470.16 
SPY SPDR S&P 500 ETF Trust
+0.55%
+$218,449.92 
VOO Vanguard S&P 500 ETF
+0.55%
+$27,629.55 
CVX Chevron Corporation
+0.54%
+$3,940.5 
SCHB Schwab U.S. Broad Market ETF
+0.54%
+$156,925.28 
SCHX Schwab U.S. Large-Cap ETF
+0.52%
+$117,656.8 
TSLA Tesla, Inc.
+0.52%
+$4,598.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.51%
+$9,341.15 
VTV Vanguard Value ETF
+0.5%
+$11,188.74 
XLE Energy Select Sector SPDR Fund
+0.47%
+$2,204.4 
CWB SPDR Bloomberg Convertible Securities ETF
+0.47%
+$14,490.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.47%
+$13,914.45 
ESGV Vanguard ESG U.S. Stock ETF
+0.46%
+$6,052.48 
VGT Vanguard Information Technology ETF
+0.46%
+$1,896 
SDY SPDR S&P Dividend ETF
+0.46%
+$42,822.32 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$62,746.56 
MS Morgan Stanley
+0.44%
+$1,323.03 
IJH iShares Core S&P Mid-Cap ETF
+0.43%
+$10,250.56 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.42%
+$3,005.17 
VOOV Vanguard S&P 500 Value ETF
+0.42%
+$998.82 
DIS The Walt Disney Company
+0.41%
+$1,362.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.4%
+$77,774.84 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
+0.37%
+$971.42 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.37%
+$2,582.98 
VT Vanguard Total World Stock ETF
+0.37%
+$2,332.86 
WTRG Essential Utilities Inc.
+0.36%
+$6,344.52 
DFIV Dimensional International Value ETF
+0.36%
+$2,953.4 
KBWP Invesco KBW Property & Casualty Fund
+0.35%
+$10,111.64 
ABBV AbbVie Inc.
+0.35%
+$4,330.08 
GOOGL Alphabet Inc
+0.35%
+$20,758.59 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.34%
+$9,127.33 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.34%
+$1,125.76 
PFE Pfizer Inc.
+0.33%
+$811.71 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.33%
+$22,333.2 
SCHM Schwab U.S. Mid-Cap ETF
+0.32%
+$60,334.01 
IGOV iShares International Treasury Bond ETF
+0.3%
+$616.56 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.3%
+$27,854.06 
FNDC Schwab Fundamental International Small Company Index ETF
+0.3%
+$1,789.05 
XOM Exxon Mobil Corporation
+0.29%
+$4,660.8 
VZ Verizon Communications Inc.
+0.28%
+$2,198.3 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.27%
+$809.82 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.27%
+$28,129.64 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.26%
+$3,350.64 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.25%
+$2,568.78 
V Visa Inc. Class A
+0.25%
+$1,656.35 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$31,713.55 
DFAI Dimensional International Core Equity Market ETF
+0.24%
+$27,039.4 
XLF Financial Select Sector SPDR Fund
+0.24%
+$511.68 
BRK-A Berkshire Hathaway Inc.
+0.24%
+$7,160 
BGRN iShares USD Green Bond ETF
+0.23%
+$618.83 
GNMA iShares GNMA Bond ETF
+0.23%
+$919.5 
AAPL Apple Inc.
+0.22%
+$45,349.42 
GOOG Alphabet Inc
+0.22%
+$7,622.04 
TLT iShares 20+ Year Treasury Bond ETF
+0.22%
+$18,841.95 
VRP Invesco Variable Rate Preferred ETF
+0.21%
+$6,415.95 
TIP iShares TIPS Bond ETF
+0.19%
+$1,097.8 
EFA iShares MSCI EAFE ETF
+0.18%
+$4,945.51 
AXP American Express Company
+0.17%
+$417.1 
BAC Bank of America Corporation
+0.17%
+$392.04 
SCHP Schwab U.S. TIPS ETF
+0.16%
+$3,048.88 
AWK American Water Works Company, Inc.
+0.16%
+$2,446.8 
NVDA NVIDIA Corporation
+0.14%
+$5,823.69 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.14%
+$278.22 
IEFA iShares Core MSCI EAFE ETF
+0.13%
+$2,089.1 
QCOM QUALCOMM Incorporated
+0.13%
+$641.04 
BNDX Vanguard Total International Bond ETF
+0.13%
+$2,711.46 
SPIP SPDR Portfolio TIPS ETF
+0.12%
+$592.05 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$409.56 
FLOT iShares Floating Rate Bond ETF
+0.1%
+$360.8 
MSTR Strategy Inc.
+0.07%
+$94.32 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.06%
+$6,207.84 
PEP PepsiCo, Inc.
+0.05%
+$144.6 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$175.62 
VB Vanguard Small-Cap ETF
+0.04%
+$6,302.28 
SCHF Schwab International Equity ETF
+0.04%
+$3,527.7 
EIX Edison International
+0.02%
+$39.83 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$221.7 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
INTC Intel Corporation
-3.18%
-$35,468.28 
IBB iShares Biotechnology ETF
-2.34%
-$12,548.49 
ABNB Airbnb, Inc.
-2.24%
-$7,492.48 
ABT Abbott Laboratories
-1.94%
-$19,190.48 
GME Gamestop Corp.
-1.9%
-$22,392 
MU Micron Technology, Inc.
-1.73%
-$21,380.68 
CSW CSW Industrials Inc.
-1.69%
-$14,356.5 
HUBS HubSpot, Inc.
-1.6%
-$1,890.24 
BA Boeing Company
-1.5%
-$3,732.29 
LEG Leggett & Platt, Inc.
-1.29%
-$21,356.28 
KEX Kirby Corporation
-0.96%
-$8,475.3 
SNOW Snowflake Inc.
-0.9%
-$3,392.64 
CGXU Capital Group International Focus Equity ETF
-0.77%
-$9,615.78 
IWM iShares Russell 2000 ETF
-0.72%
-$5,267.28 
CWT California Water Service Group
-0.63%
-$10,480.6 
HON Honeywell International Inc.
-0.59%
-$749.87 
RTX RTX Corporation
-0.56%
-$1,675.46 
SH ProShares Short S&P500
-0.53%
-$45,404.79 
HTO SJW Group
-0.45%
-$9,421.88 
SCHA Schwab U.S. Small-Cap ETF
-0.42%
-$82,806.08 
TBT ProShares UltraShort 20+ Year Treasury
-0.42%
-$29,771.64 
XCEM Columbia EM Core ex-China ETF
-0.41%
-$21,737.54 
META Meta Platforms Inc Class A
-0.41%
-$5,780.28 
KO The Coca-Cola Company
-0.39%
-$2,437.8 
CAC Camden National Corporation
-0.39%
-$1,554.74 
JPM JPMorgan Chase & Co.
-0.33%
-$5,011.6 
ADBE Adobe Inc.
-0.28%
-$550.62 
PGR Progressive Corporation
-0.27%
-$625.29 
MCD McDonald's Corporation
-0.25%
-$449.58 
IHF iShares U.S. Healthcare Providers ETF
-0.25%
-$1,392.3 
AWR American States Water Co.
-0.24%
-$4,734.6 
NUSC Nuveen ESG Small-Cap ETF
-0.22%
-$987.58 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
-0.18%
-$473.74 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.14%
-$2,536.26 
IBM International Business Machines Corporation
-0.13%
-$996.44 
IJR iShares Core S&P Small-Cap ETF
-0.12%
-$2,959.36 
GD General Dynamics Corporation
-0.12%
-$1,017.51 
MCHI iShares MSCI China ETF
-0.12%
-$189.6 
AMGN Amgen Inc.
-0.09%
-$559.36 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.09%
-$1,771.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$342.36 
VEU Vanguard FTSE All-World ex-US ETF
-0.08%
-$521.92 
EXPE Expedia Group, Inc.
-0.04%
-$96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$1,731.16 
VLO Valero Energy Corporation
-0.03%
-$343.2 
TRV The Travelers Companies, Inc.
-0.02%
-$116.62 
JIVE JPMorgan International Value ETF
-0.02%
-$182.5 
SOXX iShares Semiconductor ETF
-0.01%
-$857.44 Events
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Dividends
Dividend Analysis
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| Trades 3806 | Longs Won 2676/3806 70% | Profit Factor 5.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $561,933.62 |
| Average Win $132,395.15 | Best Trade (Mar 30) $18.64M | Sharpe Ratio -8.44 |
| Average Loss -$56,282.18 | Worst Trade (Oct 07) -$4.54M | Z-Score 2.5 (98.77%) |
| Commissions $0 | Avg. Trade Length 2y 5m 6d | Expectancy $76,376.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,283 | $4.93M | $20.45M | - | $15.52M | 315.12% | +0.222% |
| ABBV AbbVie Inc. | 4,656 | $468,809.59 | $1.24M | - | $772,899.05 | 164.86% | +0.35% |
| ABNB Airbnb, Inc. | 2,036 | $247,211.12 | $326,554.04 | - | $79,342.92 | 32.1% | -2.243% |
| ABT Abbott Laboratories | 9,892 | $766,698.22 | $970,998.72 | - | $204,300.5 | 26.65% | -1.938% |
| ADBE Adobe Inc. | 828 | $292,077 | $197,163.36 | - | -$94,913.64 | -32.5% | -0.278% |
| ADT ADT Inc. | 11,927 | $103,884.17 | $75,855.72 | - | -$28,028.45 | -26.98% | +2.415% |
| AGG iShares Core U.S. Aggregate Bond ETF | 137,885 | $13.68M | $13.01M | - | -$672,536.72 | -4.91% | +0.244% |
| AMGN Amgen Inc. | 1,472 | $344,540.7 | $592,627.2 | - | $248,086.5 | 72% | -0.094% |
| AMZN Amazon.com Inc | 16,398 | $2.62M | $4.2M | - | $1.58M | 60.11% | +1.945% |
| AVGO Broadcom Inc. | 1,672 | $411,481.96 | $628,354.32 | - | $216,872.36 | 52.71% | +3.669% |
| AWK American Water Works Company, Inc. | 12,234 | $1.78M | $1.57M | - | -$212,609.39 | -11.95% | +0.156% |
| AWR American States Water Co. | 23,673 | $1.86M | $1.93M | - | $73,858.56 | 3.98% | -0.245% |
| AXP American Express Company | 787 | $159,120.31 | $239,680.84 | - | $80,560.53 | 50.63% | +0.174% |
| BA Boeing Company | 1,287 | $232,512.41 | $244,298.35 | - | $11,785.94 | 5.07% | -1.505% |
| BAC Bank of America Corporation | 4,356 | $224,726.04 | $235,616.04 | - | $10,890 | 4.85% | +0.167% |
| BGRN iShares USD Green Bond ETF | 5,888 | $284,038.06 | $268,405.07 | - | -$15,632.99 | -5.5% | +0.231% |
| BNDX Vanguard Total International Bond ETF | 45,191 | $2.44M | $2.12M | - | -$318,736.95 | -13.08% | +0.128% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 107,131 | $9.87M | $9.28M | - | -$586,442.28 | -5.94% | +0.301% |
| BRK-A Berkshire Hathaway Inc. | 4 | $3.19M | $3.03M | - | -$161,102.4 | -5.04% | +0.237% |
| CAC Camden National Corporation | 7,067 | $265,958.09 | $401,122.92 | - | $135,164.83 | 50.82% | -0.386% |
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FAQ
Which stocks have generated the highest profits for Jason Skolnick?
The largest contributions to the portfolio's profits come from the following stocks: iShares Semiconductor ETF - $21.04M, Berkshire Hathaway Inc - $18.64M, Schwab U.S. Broad Market ETF - $11.56M, ProShares Ultra QQQ - $7.18M, and Vanguard Utilities ETF - $5.33M. 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: ProShares UltraShort Bloomberg Crude Oil - $10.13M, iShares 20+ Year Treasury Bond ETF - $3.84M, abrdn Physical Palladium Shares ETF - $2.32M, United States Oil Fund, LP - $464,882.08, and Berkshire Hathaway Inc - $391,966.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Skolnick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $59.71M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $3.38M, iShares 20+ Year Treasury Bond ETF - $2.84M, ProShares Short S&P500 - $2.38M, Vanguard Utilities ETF - $2.24M, and Vanguard Real Estate ETF - $2.2M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Skolnick's monthly returns?
Jason Skolnick'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 Jason Skolnick's strategy be considered aggressive or moderate?
Jason Skolnick'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 Jason Skolnick's strategy?
Jason Skolnick'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.
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