JB
Jeff Burrow Portfolio
Invests via Sierra Ocean LLC | Managed by Jeff Burrow
Invests via Sierra Ocean LLC
Managed by Jeff Burrow
Automatically Tracked
Veteran finance and operational executive with experience advising private companies and investors across growth-stage technology and services sectors. Jeff Burrow combines deal execution, capital-raising and corporate governance experience, having led M&A, debt and equity financings and supported operational scale-up initiatives. His profile is relevant to buyout and growth equity investors seeking hands-on operators who bridge strategy and execution. Known for board-level oversight, financial planning and investor relations, he brings a pragmatic, transaction-focused approach to portfolio company value creation.
Veteran finance and operational executive with experience advising private companies and investors across growth-stage technology and services sectors. Jeff Burrow combines deal execution, capital-raising and corporate governance experience, having led M&A, debt and equity financings and supported operational scale-up initiatives. His profile is relevant to buyout and growth equity investors seeking hands-on operators who bridge strategy and execution. Known for board-level oversight, financial planning and investor relations, he brings a pragmatic, transaction-focused approach to portfolio company value creation.
Investment Philosophy & Strategy
Veteran finance and operational executive with experience advising private companies and investors across growth-stage technology and services sectors. Jeff Burrow combines deal execution, capital-raising and corporate governance experience, having led M&A, debt and equity financings and supported operational scale-up initiatives. His profile is relevant to buyout and growth equity investors seeking hands-on operators who bridge strategy and execution. Known for board-level oversight, financial planning and investor relations, he brings a pragmatic, transaction-focused approach to portfolio company value creation.
Veteran finance and operational executive with experience advising private companies and investors across growth-stage technology and services sectors. Jeff Burrow combines deal execution, capital-raising and corporate governance experience, having led M&A, debt and equity financings and supported operational scale-up initiatives. His profile is relevant to buyout and growth equity investors seeking hands-on operators who bridge strategy and execution. Known for board-level oversight, financial planning and investor relations, he brings a pragmatic, transaction-focused approach to portfolio company value creation.
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:
22.44%
Gain -0.3%
Monthly
1.02%
Yearly
12.92%
Drawdown
14.67%
$142.26M
Equity
Holdings
$142.26M
Investment
$119.36M
$26.27M
Profit -$402,530.06
Realized
$3.37M
Unrealized
$22.9M
Dividends
$5.09M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$402,530.06
Win %
71%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$402,530.06
Win %
71%
This Month
Compared to last month
Gain
1.24%
Profit
$1.74M
Win %
71%
This Year
Compared to last year
Gain
-0.79%
Profit
-$1.14M
Win %
73%
IBRX ImmunityBio, Inc.
+4.37%
+$6,400 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$7,476 
TSLA Tesla, Inc.
+2.83%
+$10,865.99 
NVO Novo Nordisk A/S Sponsored ADR
+2.76%
+$9,159.24 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$5,418.76 
ORCL Oracle Corporation
+2.42%
+$6,881.01 
NVDA NVIDIA Corporation
+2.28%
+$69,156.27 
AMAT Applied Materials, Inc.
+2.24%
+$5,259.9 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$4,703.36 
INTC Intel Corporation
+1.84%
+$7,797.92 
LRCX Lam Research Corporation
+1.82%
+$4,675.96 
HD The Home Depot, Inc.
+1.74%
+$7,799.96 
AVGO Broadcom Inc.
+1.65%
+$14,730.65 
MOAT VanEck Morningstar Wide Moat Fund
+1.48%
+$25,428.2 
IYW iShares U.S. Technology ETF
+1.37%
+$6,674.79 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$3,194.57 
GD General Dynamics Corporation
+1.33%
+$3,375.53 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$8,005.14 
RVT Royce Small-Cap Trust, Inc.
+1.02%
+$3,301.63 
SCHE Schwab Emerging Markets Equity ETF
+0.98%
+$81,512.64 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.89%
+$1,803.9 
JNJ Johnson & Johnson
+0.88%
+$3,719.25 
AMZN Amazon.com Inc
+0.8%
+$10,139.13 
VUG Vanguard Growth ETF
+0.8%
+$7,552.98 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$1,936.46 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.69%
+$4,200.73 
IOO iShares Global 100 ETF
+0.65%
+$2,266.68 
IVV iShares Core S&P 500 ETF
+0.6%
+$8,774.74 
VOO Vanguard S&P 500 ETF
+0.59%
+$5,350.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$1,262.8 
PAVE Global X U.S. Infrastructure Development ETF
+0.52%
+$1,070.55 
IYR iShares U.S. Real Estate ETF
+0.48%
+$1,518 
CSCO Cisco Systems, Inc.
+0.45%
+$1,476.9 
VTV Vanguard Value ETF
+0.43%
+$2,788.6 
MFG Mizuho Financial Group Inc. ADR
+0.42%
+$478.53 
SPMO Invesco S&P 500 Momentum ETF
+0.41%
+$81,287.38 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$1,219 
JPM JPMorgan Chase & Co.
+0.33%
+$2,345.87 
META Meta Platforms Inc Class A
+0.33%
+$2,062.43 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.3%
+$17,165.68 
JMUB JPMorgan Municipal Bond ETF
+0.3%
+$953.25 
AAPL Apple Inc.
+0.29%
+$10,683.04 
AUSF Global X Adaptive U.S. Factor ETF
+0.28%
+$26,525.8 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$22,050.33 
LVHI Franklin International Low Volatility High Dividend ETF
+0.26%
+$30,646.66 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.23%
+$14,560.26 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.21%
+$3,067.8 
SPHQ Invesco S&P 500 Quality ETF
+0.19%
+$35,200.16 
JCPB JPMorgan Core Plus Bond ETF
+0.17%
+$20,926.08 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.1%
+$699.2 
MSFT Microsoft Corp.
+0.01%
+$135.93 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MA Mastercard Incorporated
-2.29%
-$6,006 
V Visa Inc. Class A
-2.18%
-$7,141.96 
CAT Caterpillar Inc.
-1.72%
-$5,199.7 
XOM Exxon Mobil Corporation
-1.22%
-$4,690.1 
GE General Electric Company
-1.2%
-$2,970 
AMD Advanced Micro Devices, Inc.
-1.19%
-$4,871.99 
UL Unilever PLC Sponsored American Depositary Receipt
-1.12%
-$2,798.51 
GOOGL Alphabet Inc
-0.98%
-$13,272 
GOOG Alphabet Inc
-0.91%
-$7,490.35 
PG Procter & Gamble Co
-0.82%
-$2,112.36 
LLY Eli Lilly and Company
-0.58%
-$3,827.87 
SRE Sempra
-0.56%
-$1,355.95 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$7,969.16 
MU Micron Technology, Inc.
-0.44%
-$2,592.31 
WMT Walmart Inc.
-0.22%
-$626.25 
MCK McKesson Corporation
-0.21%
-$591.87 
RCL Royal Caribbean Group
-0.18%
-$732.99 
COST Costco Wholesale Corporation
-0.14%
-$621.54 
RTX RTX Corporation
-0.12%
-$501.66 
JEPI JPMorgan Equity Premium Income Fund
-0.01%
-$333.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2561 | Longs Won 1287/2561 50% | Profit Factor 10.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $118,908.25 |
| Average Win $22,491.31 | Best Trade (Aug 17) $4.03M | Sharpe Ratio -29.21 |
| Average Loss -$2,102.59 | Worst Trade (Aug 19) -$405,074.6 | Z-Score -11.34 (98.21%) |
| Commissions $0 | Avg. Trade Length 6m 3w 2d | Expectancy $10,256.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,612 | $2.94M | $3.64M | - | $701,941.42 | 23.9% | +0.294% |
| AMAT Applied Materials, Inc. | 445 | $321,690 | $239,988.5 | - | -$81,701.5 | -25.4% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 840 | $487,964 | $406,123.21 | - | -$81,840.79 | -16.77% | -1.185% |
| AMZN Amazon.com Inc | 4,651 | $1.01M | $1.28M | - | $261,969.13 | 25.82% | +0.801% |
| ASML ASML Holding N.V. New York Registry Shares | 128 | $254,648 | $222,862.72 | - | -$31,785.28 | -12.48% | +2.156% |
| AUSF Global X Adaptive U.S. Factor ETF | 183,824 | $8.55M | $9.54M | - | $983,523.31 | 11.5% | +0.279% |
| AVGO Broadcom Inc. | 2,118 | $482,313.93 | $905,497.93 | - | $423,184 | 87.74% | +1.654% |
| BRK-B Berkshire Hathaway Inc. | 2,836 | $1.34M | $1.48M | - | $144,482.59 | 10.82% | -0.536% |
| CAT Caterpillar Inc. | 353 | $202,578.51 | $297,307.18 | - | $94,728.67 | 46.76% | -1.719% |
| COST Costco Wholesale Corporation | 457 | $424,988.26 | $433,140.02 | - | $8,151.76 | 1.92% | -0.143% |
| CRWD CrowdStrike Holdings, Inc. | 1,068 | $203,758.38 | $228,968.52 | - | $25,210.14 | 12.37% | +3.375% |
| CSCO Cisco Systems, Inc. | 2,735 | $321,242 | $332,083.7 | - | $10,841.7 | 3.37% | +0.447% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 10,911 | $452,015.29 | $614,125.63 | - | $162,110.34 | 35.86% | +0.689% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 132,366 | $5.42M | $6.35M | - | $933,144.43 | 17.22% | +0.23% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 59,192 | $5.34M | $5.64M | - | $298,226.88 | 5.59% | +0.305% |
| GD General Dynamics Corporation | 658 | $178,621.8 | $257,968.89 | - | $79,347.09 | 44.42% | +1.326% |
| GE General Electric Company | 660 | $121,221.6 | $244,232.99 | - | $123,011.39 | 101.48% | -1.201% |
| GOOG Alphabet Inc | 2,319 | $457,575.93 | $819,511.43 | - | $361,935.5 | 79.1% | -0.906% |
| GOOGL Alphabet Inc | 3,792 | $735,180.95 | $1.34M | - | $608,135.05 | 82.72% | -0.978% |
| HD The Home Depot, Inc. | 1,285 | $477,660.92 | $456,933.15 | - | -$20,727.77 | -4.34% | +1.737% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jeff Burrow?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $799,960.74, VanEck Morningstar Wide Moat Fund - $765,287.03, Schwab Emerging Markets Equity ETF - $664,705.93, Franklin International Low Volatility High Dividend ETF - $577,841.75, and JPMorgan Equity Premium Income Fund - $536,915.46. 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: Novo Nordisk A/S Sponsored ADR - $38,904.88, PG&E Corporation - $32,367.21, UnitedHealth Group Incorporated - $26,600.23, Accenture plc Class A - $26,336.06, and Diageo plc Sponsored ADR - $23,406.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeff Burrow's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.09M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $799,960.74, Franklin International Low Volatility High Dividend ETF - $577,841.75, JPMorgan Equity Premium Income Fund - $552,753.02, Amplify CWP Enhanced Dividend Income ETF - $530,988.88, and iShares 20+ Year Treasury Bond ETF - $513,798.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeff Burrow's monthly returns?
Jeff Burrow's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jeff Burrow's strategy be considered aggressive or moderate?
Jeff Burrow's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jeff Burrow's strategy?
Jeff Burrow's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
