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:
41.23%
Gain -0.93%
Monthly
0.52%
Yearly
6.38%
Drawdown
12.5%
$300.23M
Equity
Holdings
$300.23M
Investment
$282M
$47.69M
Profit -$2.43M
Realized
$29.46M
Unrealized
$18.23M
Dividends
$22.18M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$2.43M
Win %
61%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.38M
Win %
61%
This Month
Compared to last month
Gain
-2.78%
Profit
-$8.6M
Win %
61%
This Year
Compared to last year
Gain
-2.89%
Profit
-$8.84M
Win %
66%
ONDS Ondas Holdings Inc.
+4.98%
+$4,593.55 
BLOK Amplify Transformational Data Sharing ETF
+3.37%
+$10,647.23 
INTC Intel Corporation
+2.99%
+$74,680.61 
PLTR Palantir Technologies Inc.
+2.85%
+$14,870.52 
AMD Advanced Micro Devices, Inc.
+2.47%
+$64,630.95 
AVGO Broadcom Inc.
+2.27%
+$53,502.63 
MSFT Microsoft Corp.
+2.1%
+$62,364.88 
NBIS Nebius Group N.V.
+2.08%
+$3,099.59 
STRL Sterling Infrastructure, Inc.
+1.95%
+$4,473.54 
MU Micron Technology, Inc.
+1.91%
+$53,592.47 
GEV GE Vernova Inc.
+1.91%
+$17,781.15 
GOOG Alphabet Inc
+1.87%
+$18,632.79 
JEDI Defiance Drone & Modern Warfare ETF
+1.86%
+$2,988.99 
SHOP Shopify Inc.
+1.81%
+$4,688.32 
GOOGL Alphabet Inc
+1.79%
+$28,520.05 
SPRX Spear Alpha ETF
+1.64%
+$2,903.62 
NRG NRG Energy, Inc.
+1.52%
+$5,944.68 
VST Vistra Corp
+1.47%
+$12,061.43 
EPD Enterprise Products Partners L.P.
+1.45%
+$3,385.5 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.45%
+$4,721.49 
AMZN Amazon.com Inc
+1.12%
+$23,268 
APP AppLovin Corporation Class A Common Stock
+1.1%
+$10,328.76 
CVX Chevron Corporation
+1.07%
+$3,336.32 
VRT Vertiv Holdings Co
+0.99%
+$1,739.52 
T AT&T Inc.
+0.94%
+$2,412.24 
SOXQ Invesco PHLX Semiconductor ETF
+0.86%
+$1,965.52 
PWR Quanta Services Inc.
+0.81%
+$2,058.42 
XOM Exxon Mobil Corporation
+0.77%
+$6,472.92 
V Visa Inc. Class A
+0.77%
+$5,288.25 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.7%
+$9,861.96 
RTX RTX Corporation
+0.69%
+$1,897.91 
META Meta Platforms Inc Class A
+0.68%
+$4,923.87 
IBM International Business Machines Corporation
+0.65%
+$2,762.76 
IYW iShares U.S. Technology ETF
+0.58%
+$8,364.42 
GD General Dynamics Corporation
+0.53%
+$1,956.21 
SLV iShares Silver Trust
+0.49%
+$3,715 
CWB SPDR Bloomberg Convertible Securities ETF
+0.46%
+$8,030.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$1,013.25 
TXN Texas Instruments Inc
+0.45%
+$10,356.85 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.38%
+$903.98 
SCHE Schwab Emerging Markets Equity ETF
+0.38%
+$4,793.98 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$42,800.64 
QQQM Invesco NASDAQ 100 ETF
+0.36%
+$56,042.3 
FBCG Fidelity Blue Chip Growth Fund
+0.32%
+$4,460.06 
VUG Vanguard Growth ETF
+0.29%
+$13,542.62 
AOHY Angel Oak High Yield Opportunities ETF
+0.25%
+$567.38 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$3,374.28 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.23%
+$3,487.75 
KO The Coca-Cola Company
+0.21%
+$536.52 
BLCR iShares Large Cap Core ACT ETF
+0.21%
+$795.1 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.19%
+$269.2 
TRN Trinity Industries Inc.
+0.19%
+$2,789.5 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.18%
+$1,872.42 
FDMO Fidelity Momentum Factor ETF
+0.16%
+$1,203.93 
EWJ iShares MSCI Japan ETF
+0.15%
+$610.2 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.13%
+$305.76 
NVDA NVIDIA Corporation
+0.12%
+$3,985.92 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$4,210.19 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.05%
+$315.98 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$194.1 
BUFR FT Vestladder Buffer ETF-USD I
+0.04%
+$217.91 
CLOX Eldridge AAA CLO ETF
+0.04%
+$209.25 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$512.01 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$70.75 
PAAA PGIM AAA CLO ETF
+0.02%
+$259.93 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+0.02%
+$39.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$490.63 
HGER Harbor Commodity All-Weather Fund
+0.02%
+$85.04 
UYLD Angel Oak UltraShort Income Fund
+0.02%
+$38.74 
SGVT Schwab Government Money Market ETF
+0.01%
+$149.35 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$46.14 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$491.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$886 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CPSL
0%
$0 
MYI BlackRock MuniYield Quality Fund III, Inc.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
VGHY
0%
$0 
VGI Virtus Global Multi-Sector Income Fund
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
ORCL Oracle Corporation
-3.18%
-$33,360 
TSLA Tesla, Inc.
-2.45%
-$18,670.66 
MRK Merck & Co., Inc.
-2.38%
-$12,540 
LLY Eli Lilly and Company
-2.29%
-$44,090.98 
GE General Electric Company
-2.21%
-$18,533.88 
MS Morgan Stanley
-2.11%
-$5,602.35 
LRCX Lam Research Corporation
-1.94%
-$19,745.68 
CAT Caterpillar Inc.
-1.92%
-$23,047.65 
NFLX Netflix, Inc.
-1.87%
-$6,564.81 
HD The Home Depot, Inc.
-1.72%
-$4,821.41 
AAPL Apple Inc.
-1.71%
-$112,178.15 
XBI SPDR S&P Biotech ETF
-1.56%
-$32,234.4 
WMT Walmart Inc.
-1.54%
-$10,711.36 
WELD Tema U.S. Manufacturing & Reshoring ETF
-1.48%
-$3,523.65 
PANW Palo Alto Networks, Inc.
-1.43%
-$34,774.99 
JNJ Johnson & Johnson
-1.3%
-$9,034.37 
ARCC Ares Capital Corporation
-1.28%
-$3,112.72 
BBC Virtus LifeSci Biotech Clinical Trials ETF
-1.26%
-$2,619.52 
BAC Bank of America Corporation
-1.23%
-$2,773.11 
CRWD CrowdStrike Holdings, Inc.
-1.13%
-$2,537.32 
HLX Helix Energy Solutions Group, Inc.
-1.1%
-$1,114.26 
ICLN iShares Global Clean Energy ETF
-1.01%
-$2,277.16 
MET MetLife Inc.
-0.98%
-$4,186.92 
NEE NextEra Energy, Inc.
-0.94%
-$2,638.57 
XLV Health Care Select Sector SPDR Fund
-0.92%
-$15,822.68 
UNH UnitedHealth Group Incorporated
-0.91%
-$5,901.75 
JPM JPMorgan Chase & Co.
-0.79%
-$7,123.28 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.77%
-$1,986.11 
XLI Industrial Select Sector SPDR Fund
-0.76%
-$13,111 
PG Procter & Gamble Co
-0.75%
-$1,587.65 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.69%
-$2,501.1 
VGM Invesco Trust for Investment Grade Municipals
-0.67%
-$3,500.35 
KTF DWS Municipal Income Trust
-0.66%
-$658.46 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,762.07 
VNQ Vanguard Real Estate ETF
-0.63%
-$4,149.81 
BNDD Quadratic Deflation ETF
-0.62%
-$1,414.59 
AMAT Applied Materials, Inc.
-0.6%
-$5,205.14 
VKI Invesco Advantage Municipal Income Trust II
-0.6%
-$1,571.68 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$6,737.5 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.59%
-$1,492.87 
FYC First Trust Small Cap Growth Fund
-0.58%
-$1,726.38 
QCOM QUALCOMM Incorporated
-0.57%
-$7,254.52 
ABBV AbbVie Inc.
-0.56%
-$2,654.78 
SDY SPDR S&P Dividend ETF
-0.56%
-$1,573.43 
SO The Southern Company
-0.56%
-$1,109.82 
FENI Fidelity Enhanced International ETF
-0.55%
-$4,596.02 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.55%
-$8,136.58 
SCHH Schwab U.S. REIT ETF
-0.55%
-$1,272.37 
DGRO iShares Core Dividend Growth ETF
-0.54%
-$7,333.05 
AOA iShares Core Aggressive Allocation ETF
-0.53%
-$12,028.86 
C Citigroup Inc.
-0.53%
-$3,393.25 
FMTM MarketDesk Focused U.S. Momentum ETF
-0.52%
-$961 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.52%
-$1,528.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$3,861.15 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$2,543.64 
CSCO Cisco Systems, Inc.
-0.5%
-$9,347.31 
SCHC Schwab International Small-Cap Equity ETF
-0.49%
-$1,295.09 
FNDF Schwab Fundamental International Large Company Index ETF
-0.48%
-$5,172.93 
IMOM Alpha International Quantitative Momentum ETF
-0.48%
-$985.34 
GDE WisdomTree Efficient Gold Plus
-0.48%
-$4,907.67 
NAD Nuveen Quality Municipal Income Fund
-0.46%
-$2,346.41 
MGV Vanguard Mega Cap Value ETF
-0.45%
-$11,992.26 
VXF Vanguard Extended Market ETF
-0.45%
-$3,388.82 
SCHM Schwab U.S. Mid-Cap ETF
-0.43%
-$2,977.35 
VTV Vanguard Value ETF
-0.42%
-$6,135.52 
SCHF Schwab International Equity ETF
-0.41%
-$1,544.29 
IQI Invesco Quality Municipal Income Trust
-0.4%
-$1,004.92 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.39%
-$1,956.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$7,169.4 
AGGH Simplify Aggregate Bond ETF
-0.37%
-$1,956.45 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.37%
-$934 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.34%
-$860.75 
MGNR American Beacon GLG Natural Resources ETF
-0.34%
-$961.12 
SAMT Strategas Macro Thematic Opportunities ETF
-0.33%
-$860.28 
VRIG Invesco Variable Rate Investment Grade ETF
-0.32%
-$12,369.17 
FESM Fidelity Enhanced Small Cap ETF
-0.32%
-$2,278.5 
IWM iShares Russell 2000 ETF
-0.32%
-$4,868.49 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.31%
-$1,651.18 
SPBC Simplify US Equity PLUS Downside Convexity ETF
-0.3%
-$1,217.57 
VKQ Invesco Municipal Trust
-0.3%
-$632.61 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.3%
-$2,243.7 
AVDV Avantis International Small Cap Value ETF
-0.3%
-$613.97 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$3,565.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.28%
-$1,166.78 
DFCF Dimensional Core Fixed Income ETF
-0.27%
-$4,067.55 
VEU Vanguard FTSE All-World ex-US ETF
-0.26%
-$2,841.44 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$9,153.18 
FBND Fidelity Total Bond ETF
-0.25%
-$4,206.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.25%
-$4,004.77 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.25%
-$126,253.73 
JEPI JPMorgan Equity Premium Income Fund
-0.25%
-$5,639.17 
GOLY Strategy Shares Gold ETFS Enhanced Fund
-0.24%
-$1,404.42 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$1,333.52 
MSOS AdvisorShares Pure US Cannabis ETF
-0.22%
-$580.67 
SGOL abrdn Physical Gold Shares ETF
-0.2%
-$1,810.12 
SFLR Innovator Equity Managed Floor ETF
-0.2%
-$791.02 
NTSX WisdomTree U.S. Efficient Core Fund
-0.18%
-$380.42 
UBER Uber Technologies, Inc.
-0.18%
-$426.14 
VTEB Vanguard Tax-Exempt Bond ETF
-0.17%
-$888.59 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.16%
-$238.05 
CAIE Calamos Autocallable Income ETF
-0.15%
-$367.88 
GSIB Themes Global Systemic Important Banks
-0.14%
-$339.75 
FMDE Fidelity Enhanced Mid Cap ETF
-0.14%
-$2,007.94 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$417.2 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$2,407.34 
ACA Arcosa Inc.
-0.12%
-$1,198.75 
SNSR Global X Internet of Things ETF
-0.12%
-$317.79 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.12%
-$351.72 
ET Energy Transfer L.P.
-0.11%
-$243.8 
SCHB Schwab U.S. Broad Market ETF
-0.09%
-$475.05 
CLSE Convergence Long/Short Equity Fund
-0.07%
-$923.15 
FDT First Trust Developed Markets ex-US Fund
-0.07%
-$163.74 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$1,362.92 
CGBL Capital Group Core Balanced ETF
-0.07%
-$5,238.1 
PSCT Invesco S&P SmallCap Information Technology ETF
-0.06%
-$211.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$1,052.25 
VMO Invesco Municipal Opportunity Trust
-0.05%
-$64.42 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$83.95 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$92 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$237.78 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$122.39 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$163.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.03%
-$2,828.62 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.03%
-$67.61 
VOO Vanguard S&P 500 ETF
-0.03%
-$299.14 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.02%
-$116 
IVV iShares Core S&P 500 ETF
-0.01%
-$187.22 
MO Altria Group, Inc.
-0.01%
-$35.25 
VSDB Vanguard Short Duration Bond ETF
-0.01%
-$95.43 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$517.62 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$41.19 
RSSX Return Stacked U.S. Stocks & Bonds ETF
0%
-$14.5 Events
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Dividends
Dividend Analysis
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| Trades 3505 | Longs Won 1426/3505 40% | Profit Factor 2.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $131,928.65 |
| Average Win $56,209.98 | Best Trade (Jul 22) $2.72M | Sharpe Ratio -12.85 |
| Average Loss -$15,617.6 | Worst Trade (Sep 30) -$1.37M | Z-Score -18.03 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $13,605.28 |
| 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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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 - $4.02M, Micron Technology, Inc - $3.37M, iShares 0-3 Month Treasury Bond ETF - $3.34M, Broadcom Inc - $3.26M, and Lam Research Corporation - $2.07M. 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: iShares 20+ Year Treasury Bond ETF - $895,133.28, Invesco S&P 500 Equal Weight Materials ETF - $558,079.18, Tesla, Inc - $514,939.38, Schwab U.S. TIPS ETF - $513,908.43, and Schwab U.S. REIT ETF - $504,786.25. 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 $22.18M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.11M, WisdomTree Bloomberg U.S. Dollar Bullish Fund - $1.41M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.41M, iShares Core 60/40 Balanced Allocation ETF - $1.38M, and iShares iBoxx $ High Yield Corporate Bond ETF - $802,171.55. 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.
