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:
46.4%
Gain -0.55%
Monthly
0.51%
Yearly
6.28%
Drawdown
13.39%
$335.3M
Equity
Holdings
$335.3M
Investment
$318.86M
$51.15M
Profit -$1.45M
Realized
$34.71M
Unrealized
$16.44M
Dividends
$23.08M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$1.45M
Win %
60%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$980,280.63
Win %
60%
This Month
Compared to last month
Gain
-0.25%
Profit
-$854,735.07
Win %
60%
This Year
Compared to last year
Gain
-1.07%
Profit
-$3.52M
Win %
63%
CRWD CrowdStrike Holdings, Inc.
+3.76%
+$12,998.76 
COP ConocoPhillips
+3.68%
+$24,564.88 
PANW Palo Alto Networks, Inc.
+3.65%
+$61,240.5 
MU Micron Technology Inc.
+3.21%
+$65,788.39 
HOS Hornbeck Offshore Services, Inc.
+3.12%
+$2,174.03 
CVX Chevron Corporation
+1.92%
+$33,173.18 
XOM ExxonMobil Holdings Corporation
+1.86%
+$80,158.08 
CTA Simplify Managed Futures Strategy ETF
+1.75%
+$3,740.1 
AMD Advanced Micro Devices Inc.
+1.74%
+$20,565.09 
INTC Intel Corporation
+1.38%
+$11,104.98 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+1.23%
+$6,685.12 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.02%
+$13,122.78 
EPD Enterprise Products Partners L.P.
+1.01%
+$2,280.68 
ET Energy Transfer LP
+0.9%
+$1,945.79 
MLPA Global X MLP ETF
+0.89%
+$2,355.84 
TXN Texas Instruments Inc.
+0.69%
+$14,575.22 
CSCO Cisco Systems, Inc.
+0.64%
+$5,246.77 
AMAT Applied Materials Inc.
+0.57%
+$2,913.85 
SOXQ Invesco PHLX Semiconductor ETF
+0.56%
+$1,155.26 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.48%
+$10,400.81 
HGER Harbor Commodity All-Weather Strategy ETF
+0.43%
+$5,532.73 
FFUT Fidelity Managed Futures ETF
+0.38%
+$2,226.14 
TBF ProShares Short 20+ Year Treasury
+0.35%
+$946.71 
ONDS Ondas Inc.
+0.33%
+$280.16 
MSFT Microsoft Corporation Common Stock
+0.28%
+$14,219.29 
VNQ Vanguard Real Estate ETF
+0.27%
+$2,241.25 
IYW iShares U.S. Technology ETF
+0.27%
+$3,822.06 
AVGO Broadcom Inc.
+0.26%
+$4,328.99 
ORCL Oracle Corporation
+0.26%
+$627.2 
NVDA NVIDIA Corporation
+0.24%
+$10,407.37 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$7,896.96 
SMMU PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
+0.09%
+$207 
ACA Arcosa, Inc.
+0.08%
+$822.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$223.93 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.07%
+$208.6 
CLOX Eldridge AAA CLO ETF
+0.06%
+$194.25 
TY Tri-Continental Corporation
+0.06%
+$134.06 
PAAA PGIM AAA CLO ETF
+0.05%
+$642.48 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.05%
+$1,908.1 
CLSE Convergence Long/Short Equity ETF
+0.04%
+$171.72 
VTEI Vanguard Intermediate-Term Tax-Exempt Bond ETF
+0.04%
+$114.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$5,701.44 
VSDM Vanguard Short Duration Tax-Exempt Bond ETF
+0.04%
+$133.8 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$1,580.15 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.04%
+$94.89 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$85.05 
SGVT Schwab Government Money Market ETF
+0.03%
+$208.13 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$125.79 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.03%
+$416.88 
ULST State Street Ultra Short Term Bond ETF
+0.03%
+$59.31 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.03%
+$85.12 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.01%
+$72.52 
QQQ Invesco QQQ Trust, Series 1
+0.01%
+$365.55 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$80.45 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$47.72 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$255.5 
ARP PMV Adaptive Risk Parity ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
0%
$0 CPSL
CPSL
0%
$0 VGHY
VGHY
0%
$0 DDFS
DDFS
0%
$0 OKE
OKE
0%
$0 
ACN Accenture plc
-6.21%
-$24,522 
T AT&T Inc.
-5.23%
-$26,241.71 
GE General Electric Company
-3.37%
-$38,156.56 
PPG PPG Industries, Inc.
-3.31%
-$25,929.39 
CAT Caterpillar Inc.
-2.98%
-$20,929.04 
NRG NRG Energy, Inc.
-2.86%
-$8,721 
VZ Verizon Communications Inc.
-2.84%
-$7,913.03 
GDX VanEck Gold Miners ETF
-2.84%
-$7,468.08 
HD The Home Depot, Inc.
-2.78%
-$12,508.03 
PWR Quanta Services, Inc.
-2.69%
-$6,277.32 
SLV iShares Silver Trust
-2.6%
-$16,469.85 
XBI State Street SPDR S&P Biotech ETF
-2.56%
-$51,111.24 
CRM Salesforce, Inc.
-2.41%
-$11,191.68 
MET MetLife, Inc.
-2.37%
-$11,630.15 
LLY Eli Lilly and Company
-2.29%
-$53,365.57 
BRK-B Berkshire Hathaway Inc.
-2.28%
-$14,506.69 
PEP PepsiCo, Inc.
-2.27%
-$8,433.32 
TRN Trinity Industries Inc.
-2.25%
-$23,062.54 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.23%
-$21,712.6 
KO The Coca-Cola Company
-2.17%
-$9,604.8 
IQI Invesco Quality Municipal Income Trust
-2.16%
-$4,996.48 
XLI State Street Industrial Select Sector SPDR ETF
-2.1%
-$28,641.6 
MRK Merck & Co., Inc.
-2.09%
-$37,683.92 
RTX RTX Corporation
-2.08%
-$8,262.02 
BX Blackstone Inc.
-2.03%
-$17,407.43 
UBER Uber Technologies Inc.
-1.99%
-$5,053.12 
GEV GE Vernova Inc.
-1.9%
-$17,655.66 
MCD McDonald's Corporation
-1.87%
-$4,965.44 
GOLY Strategy Shares Gold Enhanced Yield ETF
-1.87%
-$9,841.5 
VGM Invesco Trust for Investment Grade Municipals
-1.86%
-$5,271.53 
MA Mastercard Inc. Class A Common Stock
-1.81%
-$5,556.33 
MS Morgan Stanley Common Stock
-1.8%
-$3,924.24 
BA The Boeing Company
-1.76%
-$4,273.21 
JPM JPMorgan Chase & Co.
-1.74%
-$18,690.75 
PG The Procter & Gamble Company
-1.73%
-$5,551.87 
C Citigroup Inc.
-1.71%
-$10,626 
GSIB Themes Global Systemically Important Banks ETF
-1.64%
-$3,846.37 
V Visa Inc. Class A
-1.63%
-$15,757.56 
TMO Thermo Fisher Scientific Inc.
-1.62%
-$17,886.69 
VKI Invesco Advantage Municipal Income Trust II
-1.57%
-$3,788.72 
DIVB iShares Core Dividend ETF
-1.57%
-$7,323.75 
AMGN Amgen Inc. Common Stock
-1.55%
-$23,192.15 
JNJ Johnson & Johnson
-1.51%
-$13,194.94 
SDY State Street SPDR S&P Dividend ETF
-1.4%
-$4,083.64 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.4%
-$97,203.06 
XLV State Street Health Care Select Sector SPDR ETF
-1.35%
-$27,862.36 
VST Vistra Corp.
-1.34%
-$8,964.27 
XLF State Street Financial Select Sector SPDR ETF
-1.34%
-$2,887.24 
WELD Tema U.S. Manufacturing & Reshoring ETF
-1.3%
-$2,630.4 
IJH iShares Core S&P Mid-Cap ETF
-1.24%
-$13,676.36 
WFC Wells Fargo & Company
-1.24%
-$2,814.99 
GS The Goldman Sachs Group, Inc.
-1.23%
-$6,687.99 
SCHW The Charles Schwab Corporation
-1.21%
-$11,434.11 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-1.21%
-$17,193.33 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.19%
-$15,600.14 
BLOK Amplify Blockchain Technology ETF
-1.15%
-$3,295.92 
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund
-1.14%
-$10,281.6 
VBR Vanguard Small-Cap Value ETF
-1.12%
-$11,442.97 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.12%
-$1,666.35 
RSP Invesco S&P 500 Equal Weight ETF
-1.1%
-$30,985.37 
NOW ServiceNow Inc.
-1.1%
-$7,170.85 
IWM iShares Russell 2000 ETF
-1.09%
-$15,471.45 
GD General Dynamics Corp.
-1.08%
-$4,233.21 
IJR iShares Core S&P Small-Cap ETF
-1.05%
-$5,953.84 
MO Altria Group, Inc.
-1.05%
-$5,492.8 
BAC Bank of America Corporation
-1.05%
-$2,915.22 
DGRO iShares Core Dividend Growth ETF
-1.03%
-$26,489.92 
FMDE Fidelity Enhanced Mid Cap Core ETF
-1.01%
-$23,219.28 
FDT First Trust Developed Markets ex-US AlphaDEX Fund
-0.98%
-$2,123.04 
ARCC Ares Capital Corp.
-0.96%
-$2,307.94 
AMZN Amazon.com Inc
-0.95%
-$24,554.46 
FENI Fidelity Enhanced International ETF
-0.95%
-$12,103.12 
EWJ iShares MSCI Japan ETF
-0.95%
-$3,952.32 
LRCX Lam Research Corp.
-0.93%
-$7,470.71 
VFLO VictoryShares Free Cash Flow ETF
-0.92%
-$4,085.45 
SCHD Schwab U.S. Dividend Equity ETF
-0.92%
-$11,462.75 
IDEV iShares Core MSCI International Developed Markets ETF
-0.91%
-$68,113.62 
VTV Vanguard Morningstar Value ETF
-0.89%
-$49,044 
DFAI Dimensional International Core Equity Market ETF
-0.88%
-$14,242.3 
JEPI JPMorgan Equity Premium Income ETF
-0.88%
-$23,882.97 
SCHF Schwab International Equity ETF
-0.87%
-$3,299.16 
IBM International Business Machines Corporation
-0.87%
-$4,635.97 
ARKK ARK Innovation ETF
-0.85%
-$2,690.8 
SHOP Shopify Inc.
-0.85%
-$4,468.59 
FESM Fidelity Enhanced Small Cap ETF
-0.84%
-$9,341.54 
MDT Medtronic plc
-0.84%
-$9,911.97 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.83%
-$2,509.75 
VEA Vanguard FTSE Developed Markets ETF
-0.83%
-$6,069.7 
OGS One Gas Inc.
-0.81%
-$2,054.43 
AVDV Avantis International Small Cap Value ETF
-0.79%
-$1,659.98 
MGV Vanguard Mega Cap Value ETF
-0.78%
-$12,591.12 
EMR Emerson Electric Co.
-0.77%
-$2,375.82 
SGOL abrdn Physical Gold Shares ETF
-0.76%
-$15,959.86 
MGNR American Beacon GLG Natural Resources ETF
-0.76%
-$2,088.11 
ADP Automatic Data Processing Inc.
-0.75%
-$9,367.05 
DDTZ Innovator Equity Dual Directional 10 Buffer ETF - June
-0.75%
-$5,927.25 
UNH UnitedHealth Group Inc.
-0.71%
-$4,502.97 
TSLA Tesla, Inc.
-0.69%
-$6,826.65 
VTI Vanguard Total Stock Market ETF
-0.69%
-$13,728.89 
LIN Linde plc
-0.68%
-$4,816.19 
FNDF Schwab Fundamental International Equity ETF
-0.68%
-$10,288.25 
FDMO Fidelity Momentum Factor ETF
-0.68%
-$8,157.36 
VXUS Vanguard Total International Stock ETF
-0.68%
-$2,978.08 
SO The Southern Company
-0.67%
-$1,613.43 
ABBV AbbVie Inc.
-0.67%
-$6,686.91 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.66%
-$6,266.72 
WMT Walmart Inc.
-0.65%
-$7,681.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.65%
-$76,682.38 
BLCR iShares Large Cap Core Active ETF
-0.62%
-$2,925.3 
VOO Vanguard S&P 500 ETF
-0.61%
-$7,301.12 
CGBL Capital Group Core Balanced ETF
-0.61%
-$45,291.75 
IVV iShares Core S&P 500 ETF
-0.6%
-$120,790.34 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$10,923.9 
ABT Abbott Laboratories
-0.58%
-$6,577.32 
SCHB Schwab U.S. Broad Market ETF
-0.56%
-$4,137.37 
SPBC Simplify US Equity PLUS Bitcoin Strategy ETF
-0.56%
-$3,951.5 
SPY State Street SPDR S&P 500 ETF Trust
-0.55%
-$5,486.31 
COST Costco Wholesale Corp
-0.54%
-$1,315.2 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.54%
-$1,976 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.51%
-$1,291.12 
NEE NextEra Energy Inc.
-0.51%
-$1,488.48 
CAIE Calamos Autocallable Income ETF
-0.49%
-$1,446.51 
META Meta Platforms Inc Class A
-0.46%
-$4,490.97 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$58,683.77 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$2,420.5 
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF
-0.38%
-$3,631.82 
CWB SPDR Bloomberg Convertible Securities ETF
-0.38%
-$5,154.12 
VUG Vanguard Morningstar Growth ETF
-0.34%
-$1,081.47 
FBCG Fidelity Blue Chip Growth ETF
-0.34%
-$4,447.8 
BUFR FT Vest Laddered Buffer ETF
-0.32%
-$1,748.75 
SCHE Schwab Emerging Markets Equity ETF
-0.3%
-$2,773.05 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.29%
-$675.5 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.29%
-$2,787.8 
NFLX Netflix Inc.
-0.28%
-$1,047.49 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.27%
-$16,240.31 
PSX Phillips 66
-0.26%
-$1,590.75 
AGGH Simplify Aggregate Bond ETF
-0.26%
-$837.65 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.25%
-$5,642.59 
SPBU AllianzIM Buffer15 Uncapped Allocation ETF
-0.24%
-$924.04 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.23%
-$3,507.3 
GOOGL Alphabet Inc
-0.22%
-$3,799.51 
IEMG iShares Core MSCI Emerging Markets ETF
-0.22%
-$6,716.32 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$623.3 
BKLN Invesco Senior Loan ETF
-0.2%
-$478.88 
SFLR Innovator Equity Managed Floor ETF
-0.19%
-$798.52 
BALT Innovator Defined Wealth Shield ETF
-0.17%
-$1,063.74 
MGK Vanguard Mega Cap Growth ETF
-0.16%
-$2,380.7 
PM Philip Morris International Inc.
-0.15%
-$952.01 
BND Vanguard Total Bond Market ETF
-0.15%
-$5,940.66 
FBND Fidelity Total Bond ETF
-0.15%
-$3,781.57 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.14%
-$293.82 
GOOG Alphabet Inc
-0.14%
-$1,588.24 
DFCF Dimensional Core Fixed Income ETF
-0.14%
-$2,436.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$2,607 
AAPL Apple Inc.
-0.13%
-$9,796.6 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$19,553.1 
EMGF iShares Emerging Markets Equity Factor ETF
-0.11%
-$908.81 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.07%
-$310.55 
IAGG iShares Core International Aggregate Bond ETF
-0.06%
-$1,309.8 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
-0.05%
-$142.92 
UYLD Angel Oak UltraShort Income ETF
-0.03%
-$77.23 
VSDB Vanguard Short Duration Bond ETF
-0.01%
-$255.09 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$938.08 
FUSI American Century Multisector Floating Income ETF
0%
-$1.85 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3724 | Longs Won 1701/3724 45% | Profit Factor 2.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $134,629.16 |
| Average Win $55,507.11 | Best Trade (Sep 30) $3.12M | Sharpe Ratio -12.64 |
| Average Loss -$21,386.82 | Worst Trade (Sep 30) -$1.37M | Z-Score -7.12 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $13,735.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,265 | $4.91M | $7.74M | - | $2.83M | 57.64% | -0.126% |
| ABBV AbbVie Inc. | 3,501 | $840,236.83 | $991,763.28 | - | $151,526.45 | 18.03% | -0.67% |
| ABT Abbott Laboratories | 11,148 | $1.13M | $1.14M | - | $9,475.8 | 0.84% | -0.576% |
| ACA Arcosa, Inc. | 6,855 | $438,134.16 | $1.02M | - | $584,289.09 | 133.36% | +0.081% |
| ACN Accenture plc | 1,525 | $279,639.25 | $370,056.5 | - | $90,417.25 | 32.33% | -6.215% |
| ADP Automatic Data Processing Inc. | 4,055 | $1.07M | $1.24M | - | $172,418.64 | 16.16% | -0.75% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,856 | $2.05M | $2M | - | -$51,112.65 | -2.49% | -0.13% |
| AGGH Simplify Aggregate Bond ETF | 16,753 | $353,205.62 | $321,155.01 | - | -$32,050.61 | -9.07% | -0.26% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 7,333 | $320,473.63 | $307,656.01 | - | -$12,817.62 | -4% | -0.202% |
| AMAT Applied Materials Inc. | 1,368 | $351,562.32 | $516,707.28 | - | $165,144.96 | 46.97% | +0.567% |
| AMD Advanced Micro Devices Inc. | 2,329 | $1.35M | $1.2M | - | -$149,405.28 | -11.04% | +1.738% |
| AMGN Amgen Inc. Common Stock | 3,337 | $1.41M | $1.47M | - | $55,694.5 | 3.94% | -1.554% |
| AMZN Amazon.com Inc | 10,317 | $2.23M | $2.56M | - | $325,708.29 | 14.59% | -0.951% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 3,800 | $336,958.84 | $365,636 | - | $28,677.16 | 8.51% | -0.538% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 188,089 | $12.4M | $12.8M | - | $399,948.91 | 3.23% | -0.456% |
| ARCC Ares Capital Corp. | 12,829 | $269,839.5 | $238,748.97 | - | -$31,090.53 | -11.52% | -0.957% |
| ARKK ARK Innovation ETF | 3,844 | $343,077 | $311,979.04 | - | -$31,097.96 | -9.06% | -0.855% |
| ARP PMV Adaptive Risk Parity ETF | 12,850 | $437.48 | $437.48 | - | - | - | 0.0 |
| AVDV Avantis International Small Cap Value ETF | 1,988 | $204,863.41 | $208,571.02 | - | $3,707.61 | 1.81% | -0.79% |
| AVGO Broadcom Inc. | 5,123 | $1.89M | $1.66M | - | -$233,242.75 | -12.32% | +0.261% |
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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: iShares Core 60/40 Balanced Allocation ETF - $5.45M, Invesco QQQ Trust, Series 1 - $4.6M, Micron Technology Inc - $3.65M, iShares 0-3 Month Treasury Bond ETF - $3.49M, and Broadcom Inc - $3.28M. 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 - $1.07M, Oracle Corporation - $972,782.59, iShares 20+ Year Treasury Bond ETF - $908,028.3, Intel Corporation - $659,581.08, and ProShares K-1 Free Crude Oil ETF - $641,238.85. 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 $23.08M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.27M, State Street 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 - $864,889.68. 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.
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