TB
Thomas Baker Portfolio
Invests via Blue Oak Capital LLC | Managed by Thomas Baker
Invests via Blue Oak Capital LLC
Managed by Thomas Baker
Automatically Tracked
Thomas Baker Profile
Thomas Baker is a distinguished entrepreneur known for founding and scaling innovative tech startups that leverage cutting-edge digital solutions. His leadership in the fast-paced technology sector has led to significant advancements in software development and consumer engagement strategies. With over a decade of experience, he has played pivotal roles in bringing several groundbreaking products to market, driving both growth and efficiency within his ventures. Beyond entrepreneurship, Thomas actively engages with emerging founders as an advisor, sharing insights gained from his successful business endeavors. His unique blend of hands-on operational expertise and visionary outlook positions him as a key player at the intersection of innovation and investment.
Thomas Baker is a distinguished entrepreneur known for founding and scaling innovative tech startups that leverage cutting-edge digital solutions. His leadership in the fast-paced technology sector has led to significant advancements in software development and consumer engagement strategies. With over a decade of experience, he has played pivotal roles in bringing several groundbreaking products to market, driving both growth and efficiency within his ventures. Beyond entrepreneurship, Thomas actively engages with emerging founders as an advisor, sharing insights gained from his successful business endeavors. His unique blend of hands-on operational expertise and visionary outlook positions him as a key player at the intersection of innovation and investment.
Investment Philosophy & Strategy
At the intersection of technology and investment, Thomas Baker exemplifies a founder-driven approach to nurturing innovative ventures. His deep-seated understanding of digital ecosystems enables him to identify emerging trends and capitalize on disruptive opportunities. By fostering collaborations with passionate entrepreneurs, he nurtures scalable solutions that meet evolving consumer needs while driving operational efficiency. The strategic foresight stems from hands-on experience in launching tech startups, where adaptability and responsiveness are paramount for success. Ultimately, his focus remains on leveraging technological advancements to create sustainable growth within burgeoning markets.
At the intersection of technology and investment, Thomas Baker exemplifies a founder-driven approach to nurturing innovative ventures. His deep-seated understanding of digital ecosystems enables him to identify emerging trends and capitalize on disruptive opportunities. By fostering collaborations with passionate entrepreneurs, he nurtures scalable solutions that meet evolving consumer needs while driving operational efficiency. The strategic foresight stems from hands-on experience in launching tech startups, where adaptability and responsiveness are paramount for success. Ultimately, his focus remains on leveraging technological advancements to create sustainable growth within burgeoning markets.
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:
14.17%
Gain +0.31%
Monthly
0.62%
Yearly
7.76%
Drawdown
9.07%
$205.83M
Equity
Holdings
$205.83M
Investment
$182.96M
$23.32M
Profit +$568,981.12
Realized
$453,512.55
Unrealized
$22.87M
Dividends
$9.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$568,981.12
Win %
53%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.26M
Win %
53%
This Month
Compared to last month
Gain
-0.47%
Profit
-$974,011.94
Win %
53%
This Year
Compared to last year
Gain
3.44%
Profit
$6.84M
Win %
53%
AMZN Amazon.com Inc
+3.33%
+$15,759.25 
GDX VanEck Gold Miners ETF
+3.02%
+$21,639.12 
V Visa Inc. Class A
+3%
+$14,624.99 
MSFT Microsoft Corp.
+2.44%
+$31,988.88 
JNJ Johnson & Johnson
+1.71%
+$6,204.76 
GLD SPDR Gold Shares
+1.61%
+$9,922.64 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+1.2%
+$24,385.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.99%
+$6,478.45 
GOOGL Alphabet Inc
+0.98%
+$6,740.8 
PSF Cohen & Steers Select Preferred and Income Fund
+0.94%
+$2,413.83 
DFEV Dimensional Emerging Markets Value ETF
+0.93%
+$33,457.71 
JGLO JPMorgan Global Select Equity ETF
+0.91%
+$23,699.94 
IWR iShares Russell Mid-Cap ETF
+0.91%
+$9,874.26 
JGRO JPMorgan Active Growth ETF
+0.9%
+$28,770.87 
DIHP Dimensional International High Profitability Portfolio
+0.82%
+$38,127.37 
VOOG Vanguard S&P 500 Growth ETF
+0.8%
+$3,319.32 
DFSI Dimensional International Sustainability Core 1 ETF
+0.8%
+$2,799.18 
DFAW Dimensional World Equity ETF
+0.76%
+$2,679.7 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$4,644 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.73%
+$14,747.94 
JAVA JPMorgan Active Value ETF
+0.73%
+$22,755.71 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.72%
+$2,619.9 
JQUA JPMorgan U.S. Quality Factor ETF
+0.7%
+$4,396.35 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.68%
+$15,803.55 
IWB iShares Russell 1000 ETF
+0.68%
+$1,913.35 
EFA iShares MSCI EAFE ETF
+0.66%
+$3,719.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.63%
+$3,758.78 
IEFA iShares Core MSCI EAFE ETF
+0.63%
+$4,218 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.62%
+$13,190.09 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.6%
+$4,929.95 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.55%
+$77,141.18 
DFSU Dimensional US Sustainability Core 1 ETF
+0.55%
+$39,545.95 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.54%
+$11,834.46 
DFAU Dimensional US Core Equity Market ETF
+0.51%
+$1,394.97 
DUHP Dimensional US High Profitability ETF
+0.46%
+$39,849.81 
QQQ Invesco QQQ Trust, Series 1
+0.43%
+$39,140.26 
CMF iShares California Muni Bond ETF
+0.33%
+$9,197.64 
JVAL JPMorgan U.S. Value Factor ETF
+0.31%
+$2,906.64 
DFLV Dimensional US Large Cap Value ETF
+0.28%
+$24,526.85 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.28%
+$4,963.64 
DFIV Dimensional International Value ETF
+0.27%
+$15,587.55 
JPIN JPMorgan Diversified Return International Equity ETF
+0.21%
+$2,128.77 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.12%
+$418.17 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$272.3 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.06%
+$499.95 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$340.17 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 PMBS
PMBS
0%
$0 
AAPL Apple Inc.
-1.21%
-$35,576.29 
NVDA NVIDIA Corporation
-0.36%
-$1,611.55 
COST Costco Wholesale Corporation
-0.1%
-$224.77 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$845.2 
JPIE JPMorgan Income ETF
-0.08%
-$3,589.39 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.07%
-$723.62 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$10,023.03 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.05%
-$3,179.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$10,784.6 
DFCF Dimensional Core Fixed Income ETF
-0.05%
-$580.3 
JCPB JPMorgan Core Plus Bond ETF
-0.04%
-$9,228.32 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
-0.04%
-$438.42 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$1,173.6 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$1,287.06 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.02%
-$761.91 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.01%
-$46.65 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
-0.01%
-$70.2 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$180.22 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$19.27 Events
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Dividends
Dividend Analysis
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No Data
| Trades 197 | Longs Won 113/197 57% | Profit Factor 5.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466,054.17 |
| Average Win $248,245.82 | Best Trade (Oct 08) $3.47M | Sharpe Ratio -10.24 |
| Average Loss -$56,322.39 | Worst Trade (Oct 07) -$684,266.53 | Z-Score 0.31 (24.47%) |
| Commissions $0 | Avg. Trade Length 1y 2w 2d | Expectancy $118,377.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,650 | 3,285 | 2,920 | 2,555 | 2,190 | 1,825 | 1,460 | 1,095 | 730 | 365 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,635 | $1.99M | $2.9M | - | $912,184.33 | 45.8% | -1.21% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 35,862 | $1.73M | $2.2M | - | $470,290.22 | 27.21% | +0.541% |
| AGG iShares Core U.S. Aggregate Bond ETF | 215,692 | $21.12M | $20.4M | - | -$719,260.59 | -3.41% | -0.053% |
| AMZN Amazon.com Inc | 1,865 | $395,471.07 | $489,581.15 | - | $94,110.08 | 23.8% | +3.326% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 9,329 | $430,160.68 | $408,890.07 | - | -$21,270.61 | -4.94% | -0.011% |
| BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF | 27,231 | $1.23M | $1.17M | - | -$56,273.65 | -4.58% | -0.037% |
| BBHY JPMorgan BetaBuilders U.S. High Yield Fund | 7,603 | $352,792.11 | $337,155.03 | - | -$15,637.08 | -4.43% | +0.124% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 30,102 | $1.72M | $2.33M | - | $615,435.39 | 35.81% | +0.682% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 99,537 | $10.54M | $14M | - | $3.46M | 32.77% | +0.554% |
| BND Vanguard Total Bond Market Index Fund | 36,043 | $2.63M | $2.53M | - | -$98,391.12 | -3.74% | -0.007% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 50,794 | $4.64M | $4.41M | - | -$224,432.2 | -4.84% | -0.017% |
| CMF iShares California Muni Bond ETF | 51,098 | $2.89M | $2.77M | - | -$123,539.12 | -4.27% | +0.333% |
| COST Costco Wholesale Corporation | 247 | $226,318.53 | $233,911.47 | - | $7,592.94 | 3.35% | -0.096% |
| DFAU Dimensional US Core Equity Market ETF | 5,180 | $209,738.2 | $276,815.57 | - | $67,077.37 | 31.98% | +0.506% |
| DFAW Dimensional World Equity ETF | 4,220 | $258,601.84 | $355,598.3 | - | $96,996.46 | 37.51% | +0.759% |
| DFCF Dimensional Core Fixed Income ETF | 29,015 | $1.21M | $1.17M | - | -$43,912.91 | -3.62% | -0.05% |
| DFEV Dimensional Emerging Markets Value ETF | 85,789 | $2.27M | $3.65M | - | $1.38M | 60.93% | +0.925% |
| DFIV Dimensional International Value ETF | 103,917 | $3.76M | $5.76M | - | $2M | 53.16% | +0.271% |
| DFLV Dimensional US Large Cap Value ETF | 213,277 | $6.4M | $8.72M | - | $2.32M | 36.15% | +0.282% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 334,101 | $17.06M | $16.64M | - | -$415,114.9 | -2.43% | -0.06% |
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FAQ
Which stocks have generated the highest profits for Thomas Baker?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $1.71M, iShares Core U.S. Aggregate Bond ETF - $1.26M, Dimensional Global Sustainability Fixed Income ETF - $1.11M, PIMCO Multisector Bond Active ETF - $657,528.81, and iShares 10-20 Year Treasury Bond ETF - $559,163.95. 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: Cadence Design Systems, Inc - $136,590.87, Apple Inc - $122,508.16, Kopin Corporation - $92,235, ISHARES S&P 500 GROWTH ETF (3IS8) - $53,665.25, and Vanguard Growth ETF - $49,326.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Baker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.9M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.71M, iShares Core U.S. Aggregate Bond ETF - $1.26M, Dimensional Global Sustainability Fixed Income ETF - $1.11M, PIMCO Multisector Bond Active ETF - $657,528.81, and iShares 10-20 Year Treasury Bond ETF - $534,637. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Baker's monthly returns?
Thomas Baker'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 Thomas Baker's strategy be considered aggressive or moderate?
Thomas Baker's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Thomas Baker's strategy?
Thomas Baker's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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