JB
Jeff Burrow Portfolio
Invests via Sierra Ocean LLC | Managed by Jeff Burrow
Invests via Sierra Ocean LLC
Managed by Jeff Burrow
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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:
2.62%
Gain
Monthly
0.14%
Yearly
1.69%
Drawdown
16.96%
$133.01M
Equity
Holdings
$133.01M
Investment
$111.51M
$24.7M
Profit -$479,967.83
Realized
$3.2M
Unrealized
$21.5M
Dividends
$4.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$479,967.83
Win %
76%
This Week
Compared To Last Week
Gain
-2.24%
Profit
-$3.05M
Win %
76%
This Month
Compared to last month
Gain
-1.93%
Profit
-$2.62M
Win %
76%
This Year
Compared to last year
Gain
9.81%
Profit
$11.88M
Win %
76%
GE General Electric Company
+2.89%
+$7,319.92 
IBRX ImmunityBio, Inc.
+1.88%
+$2,802 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$26,282.34 
XOM Exxon Mobil Corporation
+1.66%
+$6,579.02 
RTX RTX Corporation
+1.57%
+$5,316.57 
MU Micron Technology, Inc.
+1.53%
+$8,336.1 
JNJ Johnson & Johnson
+1.53%
+$5,134.08 
SRE Sempra
+1.33%
+$3,571.2 
GD General Dynamics Corporation
+1.33%
+$3,057.6 
LLY Eli Lilly and Company
+1.2%
+$7,408.38 
WMT Walmart Inc.
+1.03%
+$3,038.97 
PG Procter & Gamble Co
+0.74%
+$1,938.72 
TLT iShares 20+ Year Treasury Bond ETF
+0.65%
+$49,386.62 
VTV Vanguard Value ETF
+0.59%
+$3,794.89 
IYR iShares U.S. Real Estate ETF
+0.49%
+$1,455.83 
ORCL Oracle Corporation
+0.41%
+$1,053.15 
HD The Home Depot, Inc.
+0.39%
+$932.24 
AUSF Global X Adaptive U.S. Factor ETF
+0.38%
+$34,939.12 
LVHI Franklin International Low Volatility High Dividend ETF
+0.37%
+$42,203.56 
COST Costco Wholesale Corporation
+0.34%
+$1,069.12 
JPM JPMorgan Chase & Co.
+0.2%
+$1,371.54 
JCPB JPMorgan Core Plus Bond ETF
+0.19%
+$22,270.45 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.14%
+$7,593.89 
JMUB JPMorgan Municipal Bond ETF
+0.03%
+$94.45 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-8.68%
-$15,718.65 
META Meta Platforms Inc Class A
-4.27%
-$29,639.17 
MFG Mizuho Financial Group Inc. ADR
-4.12%
-$4,519.45 
TSLA Tesla, Inc.
-2.32%
-$9,467.7 
MSFT Microsoft Corp.
-2.2%
-$34,781.33 
GOOG Alphabet Inc
-2.08%
-$17,045.74 
GOOGL Alphabet Inc
-2.06%
-$28,555.24 
SCHE Schwab Emerging Markets Equity ETF
-1.81%
-$143,587.6 
IYW iShares U.S. Technology ETF
-1.65%
-$7,867.81 
V Visa Inc. Class A
-1.56%
-$5,069.79 
VUG Vanguard Growth ETF
-1.49%
-$13,824.22 
NVDA NVIDIA Corporation
-1.41%
-$39,566 
RCL Royal Caribbean Group
-1.4%
-$5,284.9 
MA Mastercard Incorporated
-1.33%
-$3,243.55 
NVO Novo Nordisk A/S Sponsored ADR
-1.24%
-$4,368 
AVGO Broadcom Inc.
-0.93%
-$7,293.92 
AAPL Apple Inc.
-0.92%
-$34,224.47 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$160,702.5 
IOO iShares Global 100 ETF
-0.86%
-$2,960.01 
AMZN Amazon.com Inc
-0.73%
-$8,901.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$4,874.93 
IVV iShares Core S&P 500 ETF
-0.61%
-$9,048 
MTUM iShares MSCI USA Momentum Factor ETF
-0.61%
-$1,950.4 
VOO Vanguard S&P 500 ETF
-0.6%
-$5,807.39 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.59%
-$3,502.08 
SPMO Invesco S&P 500 Momentum ETF
-0.53%
-$101,444.38 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.4%
-$5,233.8 
MOAT VanEck Morningstar Wide Moat Fund
-0.34%
-$6,024.71 
RVT Royce Small-Cap Trust, Inc.
-0.31%
-$955.74 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$589.22 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$336.27 
JEPI JPMorgan Equity Premium Income Fund
-0.12%
-$4,475.59 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.1%
-$5,763.1 
CAT Caterpillar Inc.
-0.07%
-$223.82 Events
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Dividends
Dividend Analysis
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| Trades 2495 | Longs Won 1157/2495 46% | Profit Factor 14.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $111,882.89 |
| Average Win $22,893.24 | Best Trade (Jul 14) $4.03M | Sharpe Ratio -40.06 |
| Average Loss -$1,333.62 | Worst Trade (Jul 15) -$232,189.8 | Z-Score -6.3 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 5d | Expectancy $9,901.04 |
| 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 | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
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Returns
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