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:
20.94%
Gain +0.11%
Monthly
0.89%
Yearly
11.21%
Drawdown
14.67%
$140.62M
Equity
Holdings
$140.62M
Investment
$119.36M
$24.63M
Profit +$131,472.04
Realized
$3.37M
Unrealized
$21.26M
Dividends
$5.49M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$131,472.04
Win %
68%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.12M
Win %
68%
This Month
Compared to last month
Gain
0.18%
Profit
$248,284.83
Win %
68%
This Year
Compared to last year
Gain
-1.94%
Profit
-$2.78M
Win %
70%
LLY Eli Lilly and Company
+4.38%
+$29,568.43 
NVO Novo Nordisk A/S Sponsored ADR
+3.66%
+$10,060.74 
HD The Home Depot, Inc.
+3.35%
+$12,708.64 
ORCL Oracle Corporation
+2.55%
+$6,593.48 
V Visa Inc. Class A
+2.3%
+$7,960.58 
WMT Walmart Inc.
+2.01%
+$5,836.65 
MA Mastercard Incorporated
+1.94%
+$5,318.95 
RCL Royal Caribbean Group
+1.81%
+$6,378.56 
MOAT VanEck Morningstar Wide Moat Fund
+1.76%
+$29,769.63 
UL Unilever PLC Sponsored American Depositary Receipt
+1.6%
+$4,011.85 
TLT iShares 20+ Year Treasury Bond ETF
+1.52%
+$115,045.2 
IBRX ImmunityBio, Inc.
+1.51%
+$3,002 
MCK McKesson Corporation
+1.46%
+$4,663.02 
IYR iShares U.S. Real Estate ETF
+1.26%
+$3,673.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.25%
+$2,629.33 
AUSF Global X Adaptive U.S. Factor ETF
+1.19%
+$108,456.16 
MSFT Microsoft Corp.
+1.02%
+$24,768.16 
IJR iShares Core S&P Small-Cap ETF
+0.87%
+$2,031.58 
RVT Royce Small-Cap Trust, Inc.
+0.85%
+$2,432.78 
PG Procter & Gamble Co
+0.82%
+$2,261.37 
JMUB JPMorgan Municipal Bond ETF
+0.75%
+$2,287.8 
VTV Vanguard Value ETF
+0.7%
+$4,526 
GE General Electric Company
+0.68%
+$1,386.01 
IJH iShares Core S&P Mid-Cap ETF
+0.6%
+$1,329.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.6%
+$32,259.64 
META Meta Platforms Inc Class A
+0.58%
+$4,641.85 
JCPB JPMorgan Core Plus Bond ETF
+0.57%
+$66,701.88 
COST Costco Wholesale Corporation
+0.5%
+$2,241.59 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.49%
+$31,106.01 
JNJ Johnson & Johnson
+0.47%
+$1,967.07 
GOOG Alphabet Inc
+0.47%
+$3,710.42 
LVHI Franklin International Low Volatility High Dividend ETF
+0.45%
+$52,935.14 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.43%
+$3,006.56 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$16,345.67 
AAPL Apple Inc.
+0.41%
+$16,314.98 
VBK Vanguard Small-Cap Growth ETF
+0.4%
+$828.12 
GOOGL Alphabet Inc
+0.38%
+$4,967.48 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.28%
+$558.35 
GD General Dynamics Corporation
+0.23%
+$500.08 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.18%
+$1,091.1 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.17%
+$2,454.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$1,231.56 
VOO Vanguard S&P 500 ETF
+0.1%
+$891.81 
IVV iShares Core S&P 500 ETF
+0.09%
+$1,318.05 
IOO iShares Global 100 ETF
+0.07%
+$226.67 
SRE Sempra
+0.05%
+$115.4 
AMZN Amazon.com Inc
+0.03%
+$372.07 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$2,200.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-4.69%
-$11,319.87 
INTC Intel Corporation
-3.98%
-$16,570.58 
AMAT Applied Materials, Inc.
-3.95%
-$7,845.35 
CSCO Cisco Systems, Inc.
-3.84%
-$11,924.6 
AMD Advanced Micro Devices, Inc.
-3.74%
-$17,917.21 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$7,871.16 
CAT Caterpillar Inc.
-2.92%
-$7,713.04 
MTUM iShares MSCI USA Momentum Factor ETF
-1.96%
-$6,317.6 
BRK-B Berkshire Hathaway Inc.
-1.9%
-$28,289.1 
TSLA Tesla, Inc.
-1.87%
-$8,225.99 
AVGO Broadcom Inc.
-1.82%
-$13,375.17 
NVDA NVIDIA Corporation
-1.74%
-$53,495.74 
SPMO Invesco S&P 500 Momentum ETF
-1.38%
-$267,847.25 
XOM Exxon Mobil Corporation
-1.34%
-$5,890.49 
MFG Mizuho Financial Group Inc. ADR
-1.17%
-$1,276.08 
IYW iShares U.S. Technology ETF
-0.77%
-$3,872.54 
ASML ASML Holding N.V. New York Registry Shares
-0.63%
-$1,338.88 
SCHE Schwab Emerging Markets Equity ETF
-0.39%
-$31,699.36 
VUG Vanguard Growth ETF
-0.36%
-$3,404.16 
PAVE Global X U.S. Infrastructure Development ETF
-0.35%
-$649.35 
RTX RTX Corporation
-0.31%
-$1,059.06 
MU Micron Technology, Inc.
-0.3%
-$1,843.14 
JPM JPMorgan Chase & Co.
-0.3%
-$2,035.08 Events
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Dividends
Dividend Analysis
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| Trades 2561 | Longs Won 1281/2561 50% | Profit Factor 8.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $112,317.37 |
| Average Win $21,796.74 | Best Trade (Oct 14) $3.52M | Sharpe Ratio -29.21 |
| Average Loss -$2,574.6 | Worst Trade (Oct 14) -$644,498.62 | Z-Score -12.33 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 6d | Expectancy $9,615.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,612 | $2.94M | $4M | - | $1.06M | 36.18% | +0.41% |
| AMAT Applied Materials, Inc. | 445 | $321,690 | $190,905 | - | -$130,785 | -40.66% | -3.947% |
| AMD Advanced Micro Devices, Inc. | 840 | $487,964 | $461,571.6 | - | -$26,392.4 | -5.41% | -3.737% |
| AMZN Amazon.com Inc | 4,651 | $1.01M | $1.18M | - | $167,646.85 | 16.53% | +0.031% |
| ASML ASML Holding N.V. New York Registry Shares | 128 | $254,648 | $209,861.12 | - | -$44,786.88 | -17.59% | -0.634% |
| AUSF Global X Adaptive U.S. Factor ETF | 183,824 | $8.55M | $9.25M | - | $697,805.67 | 8.16% | +1.186% |
| AVGO Broadcom Inc. | 2,118 | $482,313.93 | $719,982.33 | - | $237,668.4 | 49.28% | -1.824% |
| BRK-B Berkshire Hathaway Inc. | 2,836 | $1.34M | $1.46M | - | $129,097.29 | 9.67% | -1.895% |
| CAT Caterpillar Inc. | 353 | $202,578.51 | $256,676.89 | - | $54,098.38 | 26.7% | -2.917% |
| COST Costco Wholesale Corporation | 457 | $424,988.26 | $451,015.58 | - | $26,027.32 | 6.12% | +0.499% |
| CRWD CrowdStrike Holdings, Inc. | 1,068 | $203,758.38 | $258,370.56 | - | $54,612.18 | 26.8% | -2.956% |
| CSCO Cisco Systems, Inc. | 2,735 | $321,242 | $298,880.8 | - | -$22,361.2 | -6.96% | -3.837% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 10,911 | $452,015.29 | $598,468.35 | - | $146,453.06 | 32.4% | +0.183% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 132,366 | $5.42M | $6.33M | - | $904,685.74 | 16.69% | +0.494% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 59,192 | $5.34M | $5.43M | - | $91,942.76 | 1.72% | +0.598% |
| GD General Dynamics Corporation | 658 | $178,621.8 | $220,706.36 | - | $42,084.56 | 23.56% | +0.227% |
| GE General Electric Company | 660 | $121,221.6 | $204,019.2 | - | $82,797.6 | 68.3% | +0.684% |
| GOOG Alphabet Inc | 2,319 | $457,575.93 | $800,634.75 | - | $343,058.82 | 74.97% | +0.466% |
| GOOGL Alphabet Inc | 3,792 | $735,180.95 | $1.32M | - | $588,037.45 | 79.99% | +0.377% |
| HD The Home Depot, Inc. | 1,285 | $477,660.92 | $392,439 | - | -$85,221.92 | -17.84% | +3.347% |
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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 Jeff Burrow?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $850,777.11, VanEck Morningstar Wide Moat Fund - $765,287.03, Franklin International Low Volatility High Dividend ETF - $678,524.39, Schwab Emerging Markets Equity ETF - $664,705.93, and iShares 20+ Year Treasury Bond ETF - $573,923.32. 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 - $38,900.48, 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 $5.49M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $850,777.11, Franklin International Low Volatility High Dividend ETF - $678,524.39, JPMorgan Equity Premium Income Fund - $577,533.05, iShares 20+ Year Treasury Bond ETF - $573,923.32, and Amplify CWP Enhanced Dividend Income ETF - $530,946.52. 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.
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