JC
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:
35.62%
Gain +1.87%
Monthly
0.4%
Yearly
4.86%
Drawdown
13.63%
$289.25M
Equity
Holdings
$289.25M
Investment
$254.89M
$51.86M
Profit +$5.52M
Realized
$17.5M
Unrealized
$34.36M
Dividends
$21.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.87%
Profit
$5.52M
Win %
71%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.94M
Win %
71%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.87M
Win %
71%
This Year
Compared to last year
Gain
-3.99%
Profit
-$4.22M
Win %
71%
KLAC KLA Corporation
+13.16%
+$213,392.93 
LRCX Lam Research Corporation
+12.79%
+$396,356.8 
AMAT Applied Materials, Inc.
+11.35%
+$298,571.08 
MU Micron Technology, Inc.
+11%
+$562,615.56 
REMX VanEck Rare Earth and Strategic Metals ETF
+8.93%
+$26,204.8 
HON Honeywell International Inc.
+6.22%
+$17,216 
SLV iShares Silver Trust
+5.72%
+$43,626 
SIVR abrdn Physical Silver Shares ETF
+5.66%
+$11,294.99 
TXN Texas Instruments Inc
+5.61%
+$136,218.87 
GDX VanEck Gold Miners ETF
+5.41%
+$39,002.25 
GD General Dynamics Corporation
+5.39%
+$19,233.38 
VST Vistra Corp
+5.2%
+$38,008.8 
ADI Analog Devices, Inc.
+4.95%
+$89,742.25 
GEV GE Vernova Inc.
+4.87%
+$108,554.8 
PWR Quanta Services Inc.
+4.64%
+$14,823.3 
RSHO Tema American Reshoring ETF
+4.62%
+$10,821.15 
CAT Caterpillar Inc.
+4.61%
+$123,557.49 
TSLA Tesla, Inc.
+4.51%
+$28,190.8 
ICLN iShares Global Clean Energy ETF
+4.46%
+$21,106.37 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+4.43%
+$25,846.13 
LMT Lockheed Martin Corporation
+4.41%
+$65,843.82 
SHLD Global X Defense Tech ETF
+4.36%
+$11,200.96 
GDE WisdomTree Efficient Gold Plus
+4.3%
+$47,587.8 
GE General Electric Company
+4.25%
+$41,266.53 
RSSX Return Stacked U.S. Stocks & Bonds ETF
+4.1%
+$15,162.12 
FDT First Trust Developed Markets ex-US Fund
+4%
+$9,426.35 
RTX RTX Corporation
+3.69%
+$10,879.55 
SCHF Schwab International Equity ETF
+3.67%
+$9,597.14 
GOLY Strategy Shares Gold ETFS Enhanced Fund
+3.63%
+$24,425.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$137,226.39 
AVGO Broadcom Inc.
+3.61%
+$34,247.84 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$30,121.2 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$84,712.92 
SCHA Schwab U.S. Small-Cap ETF
+3.33%
+$8,024.19 
FENI Fidelity Enhanced International ETF
+3.33%
+$21,774.13 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$19,264.87 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$8,774.56 
C Citigroup Inc.
+3.28%
+$20,038.5 
FDMO Fidelity Momentum Factor ETF
+3.26%
+$19,161.97 
EWJ iShares MSCI Japan ETF
+3.24%
+$13,027.5 
QQQM Invesco NASDAQ 100 ETF
+3.24%
+$86,609.52 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$126,678.4 
XLI Industrial Select Sector SPDR Fund
+3.16%
+$47,635.83 
XBI SPDR S&P Biotech ETF
+3.1%
+$13,922.58 
GS The Goldman Sachs Group, Inc.
+3.07%
+$7,351.64 
MGNR American Beacon GLG Natural Resources ETF
+3.06%
+$9,523.14 
ADPV Adaptiv Select ETF
+3.03%
+$9,941.23 
FESM Fidelity Enhanced Small Cap ETF
+2.99%
+$35,868.77 
IWM iShares Russell 2000 ETF
+2.92%
+$43,518.81 
ACA Arcosa Inc.
+2.9%
+$24,378.88 
RSSB Return Stacked Global Stocks & Bonds ETF
+2.87%
+$20,779.1 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$25,293.57 
FBCG Fidelity Blue Chip Growth Fund
+2.7%
+$47,628.8 
ATFV Alger 35 ETF
+2.68%
+$8,480.44 
NRG NRG Energy, Inc.
+2.53%
+$9,211 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+2.48%
+$21,651.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.43%
+$35,089.5 
NVDA NVIDIA Corporation
+2.42%
+$71,799.4 
HD The Home Depot, Inc.
+2.36%
+$5,248.95 
SCHE Schwab Emerging Markets Equity ETF
+2.35%
+$16,219.5 
BLCR iShares Large Cap Core ACT ETF
+2.35%
+$12,093.75 
LLY Eli Lilly and Company
+2.31%
+$42,316.7 
IMOM Alpha International Quantitative Momentum ETF
+2.29%
+$9,703.68 
FMDE Fidelity Enhanced Mid Cap ETF
+2.12%
+$47,239.5 
CWB SPDR Bloomberg Convertible Securities ETF
+2.11%
+$6,782.24 
SHOP Shopify Inc.
+1.98%
+$4,324.94 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$31,614.7 
EDV Vanguard Extended Duration Treasury ETF
+1.94%
+$13,482.03 
AOA iShares Core Aggressive Allocation ETF
+1.93%
+$43,025.25 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$6,486.66 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.88%
+$230,657.92 
MGV Vanguard Mega Cap Value ETF
+1.85%
+$62,840.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$22,880.1 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+1.84%
+$6,131 
CGBL Capital Group Core Balanced ETF
+1.81%
+$130,555.46 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$34,197.03 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$10,578.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$163,504.31 
VUG Vanguard Growth ETF
+1.76%
+$12,620.1 
VOO Vanguard S&P 500 ETF
+1.76%
+$17,491.46 
IVV iShares Core S&P 500 ETF
+1.75%
+$22,697.63 
VTV Vanguard Value ETF
+1.7%
+$73,654.56 
MRK Merck & Co., Inc.
+1.62%
+$20,969.64 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.61%
+$755,523.72 
MET MetLife Inc.
+1.61%
+$6,134.07 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$21,697.2 
SFLR Innovator Equity Managed Floor ETF
+1.56%
+$6,169.99 
AMZN Amazon.com Inc
+1.37%
+$20,939.75 
JPM JPMorgan Chase & Co.
+1.35%
+$9,946.54 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$83,883.6 
IBM International Business Machines Corporation
+1.26%
+$5,961.54 
CAIE Calamos Autocallable Income ETF
+1.24%
+$3,077.91 
AAPL Apple Inc.
+1.16%
+$62,410.08 
RSBT RTRN Stock Bonds & Managed Futures Fund
+1.15%
+$4,861.8 
PCY Invesco Emerging Markets Sovereign Debt ETF
+1.14%
+$2,917.7 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.14%
+$1,666.35 
SDY SPDR S&P Dividend ETF
+1.06%
+$2,892.23 
UBER Uber Technologies, Inc.
+1.03%
+$2,327.91 
HECA Hedgeye Capital Allocation ETF
+1.02%
+$6,487.8 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$19,770.3 
TRN Trinity Industries Inc.
+0.98%
+$13,150.5 
DGRO iShares Core Dividend Growth ETF
+0.96%
+$10,737.16 
HLX Helix Energy Solutions Group, Inc.
+0.94%
+$1,043.55 
MCD McDonald's Corporation
+0.92%
+$2,990.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$4,658.64 
BUFR FT Vestladder Buffer ETF-USD I
+0.88%
+$8,332.38 
PRI Primerica Inc.
+0.84%
+$2,073.47 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$29,336.14 
AGGH Simplify Aggregate Bond ETF
+0.69%
+$3,613.82 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.69%
+$3,656.7 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.67%
+$7,337.4 
CDX Simplify High Yield ETF
+0.64%
+$3,571.7 
GOOG Alphabet Inc
+0.64%
+$4,142.42 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$10,490.56 
FBND Fidelity Total Bond ETF
+0.61%
+$8,315.45 
PLTR Palantir Technologies Inc.
+0.58%
+$2,846.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$7,304.89 
PYLD PIMCO Multisector Bond Active ETF
+0.57%
+$11,047.8 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.57%
+$33,750.67 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$14,730.42 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.55%
+$14,595.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$1,324 
VZ Verizon Communications Inc.
+0.36%
+$1,186.09 
GOOGL Alphabet Inc
+0.33%
+$4,503.12 
ABBV AbbVie Inc.
+0.28%
+$1,040.64 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$1,635.14 
VGI Virtus Global Multi-Sector Income Fund
+0.27%
+$652.82 
TRV The Travelers Companies, Inc.
+0.26%
+$874.5 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$798.66 
ARCC Ares Capital Corporation
+0.21%
+$549.79 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.17%
+$1,113.75 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$956.32 
JNJ Johnson & Johnson
+0.15%
+$1,850.32 
HGER Harbor Commodity All-Weather Fund
+0.13%
+$902.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$387.4 
VNLA Janus Henderson Short Duration Income ETF
+0.09%
+$431.64 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$3,316.84 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.07%
+$172.15 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$279.22 
VNQ Vanguard Real Estate ETF
+0.05%
+$423.35 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$702.35 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$239.55 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$206.41 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.03%
+$72 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.02%
+$56.94 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$1,745.72 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$61.24 
SGVT Schwab Government Money Market ETF
+0.01%
+$413.6 
CAOS Alpha Architect Tail Risk ETF
+0.01%
+$79.26 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$275.31 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$141.88 
CPSL
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-3.59%
-$13,102.96 
XOM Exxon Mobil Corporation
-2.7%
-$74,699.94 
MO Altria Group, Inc.
-2.39%
-$5,636.75 
CVX Chevron Corporation
-2%
-$17,767.52 
CTA Simplify Managed Futures Strategy ETF
-1.96%
-$14,459.19 
XLE Energy Select Sector SPDR Fund
-1.92%
-$31,874.08 
MSFT Microsoft Corp.
-1.72%
-$39,279.27 
TSLX Sixth Street Specialty Lending Inc.
-1.42%
-$2,592.34 
EPD Enterprise Products Partners L.P.
-1.29%
-$2,989 
PM Philip Morris International Inc.
-1.21%
-$5,410.14 
TBF ProShares Short 20+ Year Treasury
-1.21%
-$5,043.3 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$18,096.97 
V Visa Inc. Class A
-0.99%
-$5,860.01 
KO The Coca-Cola Company
-0.97%
-$3,103.92 
ET Energy Transfer L.P.
-0.92%
-$1,842.24 
NFLX Netflix, Inc.
-0.89%
-$5,652.39 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.88%
-$2,416 
MLPA Global X MLP ETF
-0.76%
-$2,027.86 
META Meta Platforms Inc Class A
-0.47%
-$2,448.88 
MA Mastercard Incorporated
-0.32%
-$797.89 
UNH UnitedHealth Group Incorporated
-0.32%
-$1,642.42 
T AT&T Inc.
-0.3%
-$938.49 
WMT Walmart Inc.
-0.23%
-$2,371.04 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$6,529.38 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.23%
-$6,614.09 
NEE NextEra Energy, Inc.
-0.19%
-$606.56 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$242.12 
PAAA PGIM AAA CLO ETF
-0.01%
-$102.69 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$28.92 Events
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Dividends
Dividend Analysis
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| Trades 3306 | Longs Won 1355/3306 40% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $153,589.88 |
| Average Win $59,922.89 | Best Trade (Jun 11) $4.72M | Sharpe Ratio -12.97 |
| Average Loss -$15,037.05 | Worst Trade (Jun 30) -$2.46M | Z-Score -8.05 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $15,686.1 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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