Jim Clark Portfolio
Invests via Worth Asset Management LLC | Managed by Jim Clark
Invests via Worth Asset Management LLC
Managed by Jim Clark
Automatically Tracked
Jim Clark Profile
Known as a prominent entrepreneur and technologist, Jim Clark has co-founded several influential companies including Netscape Communications Corporation, which revolutionized internet browsing. His journey in the tech industry demonstrates a unique capacity for innovation, particularly in scaling businesses that merge technology with user accessibility. As a leader at Silicon Graphics and later as part of initiatives such as Facebook’s early development team, he played crucial roles in shaping digital communications and social media landscapes. Clark’s ventures have consistently attracted significant investment interest due to their groundbreaking approaches and market impact.
Known as a prominent entrepreneur and technologist, Jim Clark has co-founded several influential companies including Netscape Communications Corporation, which revolutionized internet browsing. His journey in the tech industry demonstrates a unique capacity for innovation, particularly in scaling businesses that merge technology with user accessibility. As a leader at Silicon Graphics and later as part of initiatives such as Facebook’s early development team, he played crucial roles in shaping digital communications and social media landscapes. Clark’s ventures have consistently attracted significant investment interest due to their groundbreaking approaches and market impact.
Investment Philosophy & Strategy
Capitalizing on technological disruptions, Jim Clark embraces an entrepreneurial mindset that drives his investment strategies. He prioritizes ventures at the intersection of innovation and accessibility, identifying opportunities that transform industries. His experience with game-changing companies empowers him to assess business models through a lens of scalability and market relevance. Driven by a commitment to propel forward-thinking ideas, he seeks high-potential startups capable of reshaping user experiences across various domains. By leveraging his extensive network and insights from years in technology leadership, decisions reflect both market trends and the underlying potential for transformative growth.
Capitalizing on technological disruptions, Jim Clark embraces an entrepreneurial mindset that drives his investment strategies. He prioritizes ventures at the intersection of innovation and accessibility, identifying opportunities that transform industries. His experience with game-changing companies empowers him to assess business models through a lens of scalability and market relevance. Driven by a commitment to propel forward-thinking ideas, he seeks high-potential startups capable of reshaping user experiences across various domains. By leveraging his extensive network and insights from years in technology leadership, decisions reflect both market trends and the underlying potential for transformative growth.
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:
46.03%
Gain -0.63%
Monthly
0.54%
Yearly
6.64%
Drawdown
13.39%
$306.43M
Equity
Holdings
$306.43M
Investment
$282M
$53.2M
Profit -$1.34M
Realized
$28.77M
Unrealized
$24.43M
Dividends
$22.61M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.34M
Win %
64%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$1.23M
Win %
64%
This Month
Compared to last month
Gain
-0.09%
Profit
-$269,114.98
Win %
64%
This Year
Compared to last year
Gain
-0.88%
Profit
-$2.65M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$303,071.92 
GOOG Alphabet Inc
+6.88%
+$65,946.87 
GOOGL Alphabet Inc
+6.73%
+$103,362 
VRT Vertiv Holdings Co
+6.18%
+$8,498.29 
HLX Helix Energy Solutions Group, Inc.
+3.37%
+$3,289.72 
META Meta Platforms Inc Class A
+3.28%
+$19,695.51 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$6,249.12 
MSFT Microsoft Corp.
+3.02%
+$102,585.76 
NVDA NVIDIA Corporation
+2.93%
+$94,831.8 
STRL Sterling Infrastructure, Inc.
+2.76%
+$5,774.41 
CVX Chevron Corporation
+2.35%
+$7,521.28 
CSCO Cisco Systems, Inc.
+2.14%
+$40,926.06 
WELD Tema U.S. Manufacturing & Reshoring ETF
+2.12%
+$4,920.6 
PANW Palo Alto Networks, Inc.
+1.89%
+$41,567.85 
ORCL Oracle Corporation
+1.81%
+$19,161.45 
SNSR Global X Internet of Things ETF
+1.55%
+$4,096.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$3,223.1 
PWR Quanta Services Inc.
+1.43%
+$3,808.28 
GE General Electric Company
+1.42%
+$12,107.21 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$5,088.65 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$12,670.04 
AMAT Applied Materials, Inc.
+1.18%
+$9,687.83 
FMTM MarketDesk Focused U.S. Momentum ETF
+1.16%
+$2,114.2 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$15,962.37 
SPRX Spear Alpha ETF
+1.12%
+$1,882.35 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$15,264.6 
VUG Vanguard Growth ETF
+1.1%
+$51,406.68 
JEDI Defiance Drone & Modern Warfare ETF
+1.06%
+$1,733.75 
NBIS Nebius Group N.V.
+1.05%
+$1,663.21 
IMOM Alpha International Quantitative Momentum ETF
+1.01%
+$2,046.47 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$11,008.37 
IBM International Business Machines Corporation
+0.86%
+$3,823.78 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.86%
+$3,195.32 
GEV GE Vernova Inc.
+0.85%
+$7,329.42 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$5,055.71 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$13,876.5 
TSLA Tesla, Inc.
+0.76%
+$4,717.6 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.76%
+$1,893.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,378.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,858.68 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$1,485.43 
CAT Caterpillar Inc.
+0.7%
+$7,750.88 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$105,555.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$9,128.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$66,755.55 
PLTR Palantir Technologies Inc.
+0.65%
+$3,147.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$74,232.36 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$12,947.74 
ET Energy Transfer L.P.
+0.59%
+$1,266.48 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,230.34 
FDMO Fidelity Momentum Factor ETF
+0.59%
+$4,483.62 
MO Altria Group, Inc.
+0.57%
+$1,374.75 
CAIE Calamos Autocallable Income ETF
+0.56%
+$1,379.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,206.34 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.53%
+$793.5 
MSOS AdvisorShares Pure US Cannabis ETF
+0.47%
+$1,161.34 
SAMT Strategas Macro Thematic Opportunities ETF
+0.47%
+$1,216.27 
IYW iShares U.S. Technology ETF
+0.46%
+$6,475.58 
SPBC Simplify US Equity PLUS Downside Convexity ETF
+0.43%
+$1,696.19 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,179.05 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$1,582.05 
RTX RTX Corporation
+0.39%
+$1,198.68 
AVGO Broadcom Inc.
+0.37%
+$9,155.52 
PG Procter & Gamble Co
+0.37%
+$744.65 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,536.36 
BAC Bank of America Corporation
+0.36%
+$808.06 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$6,150.96 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$4,930.98 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$7,647.69 
GD General Dynamics Corporation
+0.32%
+$1,211.46 
MRK Merck & Co., Inc.
+0.32%
+$1,691.29 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$6,839.94 
JPM JPMorgan Chase & Co.
+0.27%
+$2,493.82 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$3,986 
NRG NRG Energy, Inc.
+0.24%
+$970.53 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$2,954.08 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.23%
+$548.85 
SO The Southern Company
+0.21%
+$418.8 
JNJ Johnson & Johnson
+0.21%
+$1,455.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$924.96 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$980.16 
T AT&T Inc.
+0.17%
+$470.68 
MS Morgan Stanley
+0.17%
+$444.24 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.15%
+$349.44 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$323.45 
VKQ Invesco Municipal Trust
+0.1%
+$210.87 
C Citigroup Inc.
+0.1%
+$648.65 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$1,460.32 
WMT Walmart Inc.
+0.09%
+$608.61 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$434.78 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$426.62 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$2,313.28 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$29,706.76 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$247.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$981.27 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$3,544 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$46 
SGVT Schwab Government Money Market ETF
+0.02%
+$199.14 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$59.6 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.02%
+$124.65 
CLOX Eldridge AAA CLO ETF
+0.02%
+$83.7 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$765.49 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$28.3 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VGI Virtus Global Multi-Sector Income Fund
0%
$0 CPSL
CPSL
0%
$0 VGHY
VGHY
0%
$0 
TRN Trinity Industries Inc.
-8.97%
-$122,738 
AAPL Apple Inc.
-7.35%
-$483,411.8 
MU Micron Technology, Inc.
-5.9%
-$170,275.55 
SHOP Shopify Inc.
-4.29%
-$10,988.25 
BBC Virtus LifeSci Biotech Clinical Trials ETF
-3.05%
-$6,266.38 
XBI SPDR S&P Biotech ETF
-2.94%
-$59,768.16 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$9,617.85 
QCOM QUALCOMM Incorporated
-2.63%
-$29,386.42 
ABBV AbbVie Inc.
-2.51%
-$12,053.61 
SLV iShares Silver Trust
-2.13%
-$16,940.4 
NFLX Netflix, Inc.
-2%
-$7,429.94 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$17,589.81 
AMD Advanced Micro Devices, Inc.
-1.9%
-$48,750.35 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,781.77 
LRCX Lam Research Corporation
-1.58%
-$15,289.14 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$13,756.95 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$3,935.43 
IQI Invesco Quality Municipal Income Trust
-1.2%
-$3,014.76 
ONDS Ondas Holdings Inc.
-1.19%
-$1,272.06 
RSSX Return Stacked U.S. Stocks & Bonds ETF
-1.17%
-$4,046.62 
NEE NextEra Energy, Inc.
-1.15%
-$3,210.79 
TXN Texas Instruments Inc
-1.08%
-$24,628.26 
INTC Intel Corporation
-1.02%
-$24,455.28 
KO The Coca-Cola Company
-1.02%
-$2,840.4 
XOM Exxon Mobil Corporation
-0.97%
-$8,687.34 
MET MetLife Inc.
-0.97%
-$4,277.94 
EWJ iShares MSCI Japan ETF
-0.96%
-$4,068 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$4,500.45 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.85%
-$2,101.5 
MGNR American Beacon GLG Natural Resources ETF
-0.83%
-$2,462.87 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$1,738.11 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$1,839.92 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$7,446.15 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,477.08 
GOLY Strategy Shares Gold ETFS Enhanced Fund
-0.68%
-$3,979.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,186.41 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$7,425.06 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,622.31 
FYC First Trust Small Cap Growth Fund
-0.59%
-$1,763.64 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$10,370.27 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$6,491.55 
SCHF Schwab International Equity ETF
-0.58%
-$2,246.24 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,556.98 
AOHY Angel Oak High Yield Opportunities ETF
-0.54%
-$1,217.29 
LLY Eli Lilly and Company
-0.53%
-$10,010.29 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.5%
-$673 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,131 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,006.5 
IWM iShares Russell 2000 ETF
-0.47%
-$7,237.68 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.46%
-$1,309.86 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$2,347.74 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$3,038 
HD The Home Depot, Inc.
-0.42%
-$1,149.55 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,102.2 
VMO Invesco Municipal Opportunity Trust
-0.41%
-$515.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$995.25 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,166.97 
ARCC Ares Capital Corporation
-0.37%
-$889.35 
PAAA PGIM AAA CLO ETF
-0.37%
-$4,938.67 
FENI Fidelity Enhanced International ETF
-0.37%
-$3,133.65 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$1,583.58 
BNDD Quadratic Deflation ETF
-0.34%
-$765.27 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$847.52 
VKI Invesco Advantage Municipal Income Trust II
-0.34%
-$857.28 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$2,399.7 
VXF Vanguard Extended Market ETF
-0.3%
-$2,269.87 
VST Vistra Corp
-0.29%
-$2,264.81 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,244.4 
SDY SPDR S&P Dividend ETF
-0.28%
-$800.36 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,887.36 
FBND Fidelity Total Bond ETF
-0.27%
-$4,389.12 
VTV Vanguard Value ETF
-0.27%
-$3,913.4 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$9,158 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,786.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,086.5 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$6,200.08 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,378.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$893.7 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$1,044 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$1,039.63 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$3,439.05 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.19%
-$666.96 
EPD Enterprise Products Partners L.P.
-0.18%
-$427.01 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$2,194.24 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,274.92 
KTF DWS Municipal Income Trust
-0.11%
-$109.56 
GSIB Themes Global Systemic Important Banks
-0.11%
-$264.25 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$522.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1,114.58 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.07%
-$158.2 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$125.92 
CGBL Capital Group Core Balanced ETF
-0.05%
-$4,190.48 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$120.37 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$139.88 
V Visa Inc. Class A
-0.04%
-$269.2 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$102.58 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$92.3 
ACA Arcosa Inc.
-0.02%
-$205.5 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$341.31 
VSDB Vanguard Short Duration Bond ETF
-0.02%
-$143.12 
UBER Uber Technologies, Inc.
-0.01%
-$32.78 Events
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Dividends
Dividend Analysis
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| Trades 3505 | Longs Won 1592/3505 45% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $142,086.66 |
| Average Win $58,414.21 | Best Trade (Aug 14) $3.36M | Sharpe Ratio -12.4 |
| Average Loss -$20,805.06 | Worst Trade (Sep 01) -$1.39M | Z-Score -15.38 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $15,177 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,715 | $4.06M | $6.09M | - | $2.03M | 49.89% | -7.354% |
| ABBV AbbVie Inc. | 1,863 | $406,035.81 | $467,501.22 | - | $61,465.41 | 15.14% | -2.513% |
| ACA Arcosa Inc. | 6,850 | $437,407.81 | $994,620 | - | $557,212.19 | 127.39% | -0.021% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,346 | $1.62M | $1.59M | - | -$27,667.25 | -1.71% | -0.256% |
| AGGH Simplify Aggregate Bond ETF | 26,086 | $550,598.57 | $515,720.22 | - | -$34,878.35 | -6.33% | -0.453% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 12,231 | $531,257.46 | $521,040.6 | - | -$10,216.86 | -1.92% | -0.199% |
| AMAT Applied Materials, Inc. | 1,642 | $421,977.58 | $833,594.16 | - | $411,616.58 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,276 | $3.06M | $2.51M | - | -$552,713.65 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 8,400 | $1.76M | $2.28M | - | $520,233.74 | 29.54% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 23,586 | $2.08M | $2.28M | - | $201,048.62 | 9.66% | +0.301% |
| AOHY Angel Oak High Yield Opportunities ETF | 20,632 | $227,055.16 | $226,126.72 | - | -$928.44 | -0.41% | -0.535% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 742,669 | $47.03M | $50.9M | - | $3.86M | 8.21% | +0.058% |
| APP AppLovin Corporation Class A Common Stock | 2,207 | $1.14M | $873,751.28 | - | -$263,361.29 | -23.16% | -1.973% |
| ARCC Ares Capital Corporation | 12,705 | $267,357.02 | $238,345.8 | - | -$29,011.22 | -10.85% | -0.372% |
| AVDV Avantis International Small Cap Value ETF | 2,013 | $207,439.66 | $210,640.32 | - | $3,200.66 | 1.54% | -0.476% |
| AVGO Broadcom Inc. | 6,358 | $2.32M | $2.48M | - | $154,078.54 | 6.64% | +0.371% |
| BAC Bank of America Corporation | 3,673 | $209,287.54 | $227,542.35 | - | $18,254.81 | 8.72% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 16,336 | $542,153.71 | $562,611.84 | - | $20,458.13 | 3.77% | +0.175% |
| BBC Virtus LifeSci Biotech Clinical Trials ETF | 4,093 | $203,176.52 | $199,476.45 | - | -$3,700.07 | -1.82% | -3.046% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 32,709 | $3M | $3M | - | $741.93 | 0.02% | +0.033% |
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FAQ
Which stocks have generated the highest profits for Jim Clark?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $3.98M, iShares 0-3 Month Treasury Bond ETF - $3.44M, Broadcom Inc - $3.26M, Micron Technology, Inc - $2.85M, and Lam Research Corporation - $2.31M. 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: Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $1.1M, Oracle Corporation - $915,163.84, iShares 20+ Year Treasury Bond ETF - $908,028.3, ProShares K-1 Free Crude Oil Strategy ETF - $641,238.85, and Invesco S&P 500 Equal Weight Materials ETF - $574,510.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jim Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.61M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.22M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.43M, WisdomTree Bloomberg U.S. Dollar Bullish Fund - $1.41M, iShares Core 60/40 Balanced Allocation ETF - $1.38M, and iShares iBoxx $ High Yield Corporate Bond ETF - $864,887.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jim Clark's monthly returns?
Jim Clark'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 Jim Clark's strategy be considered aggressive or moderate?
Jim Clark'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 Jim Clark's strategy?
Jim Clark'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.
