JW
Joseph Wallace Portfolio
Invests via Wallace Advisory Group LLC | Managed by Joseph Wallace
Invests via Wallace Advisory Group LLC
Managed by Joseph Wallace
Automatically Tracked
Joseph Wallace Profile
Joseph Wallace is a distinguished entrepreneur and operating executive known for his transformative leadership in the technology sector. With a robust background in software development and digital transformation, he has spearheaded innovative initiatives that redefine industry standards. His tenure includes notable roles where he integrated strategic vision with execution, leading teams to achieve significant operational efficiencies and revenue growth. Known for building high-performing cultures, he fosters collaboration among diverse stakeholders while driving forward-thinking solutions that capture market opportunities. In addition to his hands-on approach, Joseph is also an advocate for sustainable business practices and invests in startups focused on technological advancements.
Joseph Wallace is a distinguished entrepreneur and operating executive known for his transformative leadership in the technology sector. With a robust background in software development and digital transformation, he has spearheaded innovative initiatives that redefine industry standards. His tenure includes notable roles where he integrated strategic vision with execution, leading teams to achieve significant operational efficiencies and revenue growth. Known for building high-performing cultures, he fosters collaboration among diverse stakeholders while driving forward-thinking solutions that capture market opportunities. In addition to his hands-on approach, Joseph is also an advocate for sustainable business practices and invests in startups focused on technological advancements.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape drive investment decisions, particularly in startups that showcase innovative potential. Joseph Wallace applies his extensive expertise to identify and nurture companies that exhibit scalable solutions and forward-thinking business models. By leveraging a blend of operational insight and strategic foresight, he supports ventures focused on disruptive technologies while fostering an environment of collaboration among stakeholders. His commitment to sustainable practices informs the selection process, ensuring investments align with long-term societal benefits alongside financial returns. This unique approach combines hands-on guidance with an eye for market trends, establishing pathways for transformational growth.
Growth opportunities within the technology landscape drive investment decisions, particularly in startups that showcase innovative potential. Joseph Wallace applies his extensive expertise to identify and nurture companies that exhibit scalable solutions and forward-thinking business models. By leveraging a blend of operational insight and strategic foresight, he supports ventures focused on disruptive technologies while fostering an environment of collaboration among stakeholders. His commitment to sustainable practices informs the selection process, ensuring investments align with long-term societal benefits alongside financial returns. This unique approach combines hands-on guidance with an eye for market trends, establishing pathways for transformational 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:
42.68%
Gain +0.12%
Monthly
0.97%
Yearly
12.35%
Drawdown
13.9%
$101.89M
Equity
Holdings
$101.89M
Investment
$82.28M
$49.71M
Profit +$146,494.23
Realized
$30.1M
Unrealized
$19.61M
Dividends
$9.48M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.12%
Profit
$146,494.23
Win %
75%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$1.13M
Win %
75%
This Month
Compared to last month
Gain
-1.08%
Profit
-$1.11M
Win %
75%
This Year
Compared to last year
Gain
6.9%
Profit
$6.58M
Win %
75%
QCOM QUALCOMM Incorporated
+4.28%
+$10,198.99 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$8,503.56 
STZ Constellation Brands, Inc.
+3.77%
+$10,465.2 
FCX Freeport-McMoRan Inc.
+3.1%
+$15,244 
B BARRICK MINING CORP Common Stock (ABR0)
+2.86%
+$6,336.97 
EPAM Epam Systems Inc.
+2.86%
+$4,449.78 
LUV Southwest Airlines Co.
+2.65%
+$8,330.75 
AMAT Applied Materials, Inc.
+2.63%
+$13,735.91 
CNC Centene Corporation
+2.6%
+$8,342.4 
T AT&T Inc.
+2.48%
+$9,629.01 
VZ Verizon Communications Inc.
+2.46%
+$21,247.38 
JPM JPMorgan Chase & Co.
+2.3%
+$12,505.06 
USB U.S. Bancorp
+2.27%
+$12,008.77 
PM Philip Morris International Inc.
+2.01%
+$13,554.42 
TSLA Tesla, Inc.
+1.88%
+$8,330.56 
JD JD.com Inc.
+1.78%
+$10,462.52 
WFC Wells Fargo & Company
+1.64%
+$9,157.05 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.63%
+$10,973.92 
ACN Accenture plc Class A
+1.63%
+$3,458.91 
GLW Corning Incorporated
+1.59%
+$7,556.09 
BAC Bank of America Corporation
+1.52%
+$6,004.32 
CVS CVS Health Corporation
+1.46%
+$6,212.22 
EME EMCOR Group, Inc.
+1.4%
+$3,805.59 
SPGI S&P Global Inc.
+1.37%
+$3,283.04 
ABBV AbbVie Inc.
+1.3%
+$5,488.94 
C Citigroup Inc.
+1.27%
+$4,366.23 
ABNB Airbnb, Inc.
+1.09%
+$3,098.81 
AZO AutoZone Inc.
+1.08%
+$2,504.99 
JNJ Johnson & Johnson
+1.07%
+$17,197.2 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$9,210.09 
V Visa Inc. Class A
+1.05%
+$8,239.81 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$3,113.9 
CI The Cigna Group
+1.01%
+$34,837.25 
IJR iShares Core S&P Small-Cap ETF
+1%
+$4,037.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$4,135.32 
APH Amphenol Corporation
+0.95%
+$5,393.96 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$2,671.18 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$25,003.53 
IWM iShares Russell 2000 ETF
+0.9%
+$3,720.4 
PCG PG&E Corporation
+0.89%
+$2,621.25 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.89%
+$3,624 
THC Tenet Healthcare Corporation
+0.85%
+$1,880.62 
SDY SPDR S&P Dividend ETF
+0.82%
+$2,160.01 
GE General Electric Company
+0.81%
+$3,253.49 
BKNG Booking Holdings Inc.
+0.81%
+$2,310 
MSCI MSCI Inc.
+0.79%
+$3,797.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$1,935.69 
CVX Chevron Corporation
+0.75%
+$59,033.38 
SBUX Starbucks Corporation
+0.75%
+$3,092.89 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,733.15 
HD The Home Depot, Inc.
+0.73%
+$1,481.79 
GWX SPDR S&P International Small Cap ETF
+0.73%
+$1,882.98 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.72%
+$2,309.85 
MA Mastercard Incorporated
+0.7%
+$7,122.37 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,499.11 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$2,904 
MS Morgan Stanley
+0.66%
+$2,538.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$4,760.94 
WMB The Williams Companies, Inc.
+0.65%
+$2,109.24 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,873.68 
IVV iShares Core S&P 500 ETF
+0.58%
+$9,163.33 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$15,634.04 
AIG American International Group Inc.
+0.56%
+$1,245.25 
GOOGL Alphabet Inc
+0.56%
+$9,878.05 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$1,622.23 
IDXX IDEXX Laboratories, Inc.
+0.51%
+$1,814.05 
BBJP JPMorgan BetaBuilders Japan Fund
+0.47%
+$8,608.25 
VT Vanguard Total World Stock ETF
+0.46%
+$3,540.24 
GOOG Alphabet Inc
+0.46%
+$4,442.76 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$5,649 
PEP PepsiCo, Inc.
+0.4%
+$937.86 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$843.28 
BMY Bristol-Myers Squibb Company
+0.39%
+$1,011.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$5,275.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$911.25 
WM Waste Management, Inc.
+0.29%
+$694.41 
XOM Exxon Mobil Corporation
+0.29%
+$1,590.74 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$3,389.66 
FTI TechnipFMC plc
+0.23%
+$982.56 
NVDA NVIDIA Corporation
+0.18%
+$3,163.13 
PFE Pfizer Inc.
+0.15%
+$463.56 
MSFT Microsoft Corp.
+0.13%
+$2,617.68 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$1,439.37 
KO The Coca-Cola Company
+0.1%
+$228.96 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$365.64 
AES AES Corporation
+0.07%
+$211.13 
TJX The TJX Companies, Inc.
+0.06%
+$294.02 
ORCL Oracle Corporation
+0.05%
+$447.79 
AON Aon plc
+0.04%
+$115.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$561.02 
OGN Organon & Co.
0%
$0 
ADBE Adobe Inc.
-6.71%
-$13,514.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.88%
-$6,065.23 
LLY Eli Lilly and Company
-2.41%
-$23,621.93 
ZTS Zoetis Inc.
-2.29%
-$6,463.5 
SHOP Shopify Inc.
-1.96%
-$10,839.15 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$16,523.32 
ABT Abbott Laboratories
-1.68%
-$4,113.24 
AAPL Apple Inc.
-1.52%
-$36,832.5 
MRK Merck & Co., Inc.
-1.41%
-$196,808.15 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,783.57 
MELI MercadoLibre, Inc.
-1.27%
-$2,811.24 
AMZN Amazon.com Inc
-1.21%
-$33,879.47 
AMT American Tower Corporation
-1.19%
-$4,248.8 
BA Boeing Company
-1.13%
-$3,810.18 
CPRT Copart Inc.
-1.03%
-$1,640.31 
IBM International Business Machines Corporation
-0.97%
-$3,820.78 
AVGO Broadcom Inc.
-0.94%
-$14,708.1 
NOW ServiceNow, Inc.
-0.84%
-$2,711.8 
CSCO Cisco Systems, Inc.
-0.6%
-$4,748.65 
MDLZ Mondelez International, Inc.
-0.58%
-$1,896.99 
SNPS Synopsys, Inc.
-0.57%
-$1,239.26 
HGER Harbor Commodity All-Weather Fund
-0.56%
-$7,287.56 
ETN Eaton Corporation plc
-0.55%
-$1,676.43 
UPS United Parcel Service, Inc.
-0.52%
-$1,288.77 
ISRG Intuitive Surgical, Inc.
-0.44%
-$830.79 
RTX RTX Corporation
-0.34%
-$1,327.43 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$972.24 
CRM Salesforce Inc
-0.25%
-$828.61 
META Meta Platforms Inc Class A
-0.23%
-$1,029.59 
SHEL Shell plc
-0.21%
-$1,098.35 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$2,171.4 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.16%
-$638.75 
LOW Lowe's Companies Inc.
-0.12%
-$411.84 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$417.73 
INTU Intuit Inc.
-0.1%
-$192.36 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$281.33 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$304.45 Events
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Dividends
Dividend Analysis
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| Trades 1905 | Longs Won 1317/1905 69% | Profit Factor 6.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $96,590.27 |
| Average Win $44,360 | Best Trade (Jun 11) $1.42M | Sharpe Ratio -23.48 |
| Average Loss -$14,822.3 | Worst Trade (Jun 11) -$441,737.6 | Z-Score -5.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $26,092.71 |
| 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 | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
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Returns
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