Joe Hill Portfolio
Invests via ALLEN WEALTH MANAGEMENT, LLC | Managed by Jonathan C. Allen, Eric Franklin, Brad Greer
Invests via ALLEN WEALTH MANAGEMENT, LLC
Managed by Jonathan C. Allen, Eric Franklin, Brad Greer
Automatically Tracked
Joe Hill Profile
Growth-stage technology investor and operator focused on SaaS, fintech and consumer internet with experience in scaling go-to-market and product teams for exits and VC-backed expansions. Joe Hill is an entrepreneur-turned-investor who has led early-stage rounds, served on boards and driven commercialization strategies. He combines operational leadership with hands-on sourcing and portfolio support across North America.
Growth-stage technology investor and operator focused on SaaS, fintech and consumer internet with experience in scaling go-to-market and product teams for exits and VC-backed expansions. Joe Hill is an entrepreneur-turned-investor who has led early-stage rounds, served on boards and driven commercialization strategies. He combines operational leadership with hands-on sourcing and portfolio support across North America.
Investment Philosophy & Strategy
Operator-investor blending hands-on scaling experience with stage-aware capital allocation across growth SaaS, fintech and consumer internet. Prefers lead or active follow-on positions, deploying capital to accelerate go-to-market, product-led growth and commercial expansion. Focuses on 12–36 month commercialization horizons, outcome-driven KPIs, board-level engagement and concentrated portfolios with staged milestones, downside protection and pragmatic exits.
Operator-investor blending hands-on scaling experience with stage-aware capital allocation across growth SaaS, fintech and consumer internet. Prefers lead or active follow-on positions, deploying capital to accelerate go-to-market, product-led growth and commercial expansion. Focuses on 12–36 month commercialization horizons, outcome-driven KPIs, board-level engagement and concentrated portfolios with staged milestones, downside protection and pragmatic exits.
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:
54.82%
Gain +0.59%
Monthly
1.31%
Yearly
16.97%
Drawdown
18.51%
$213.52M
Equity
Holdings
$213.52M
Investment
$162.4M
$55.93M
Profit +$1.04M
Realized
$4.82M
Unrealized
$51.11M
Dividends
$11.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.04M
Win %
85%
This Week
Compared To Last Week
Gain
1.15%
Profit
$2.43M
Win %
85%
This Month
Compared to last month
Gain
3.27%
Profit
$6.76M
Win %
85%
This Year
Compared to last year
Gain
5.33%
Profit
$10.81M
Win %
82%
KMB Kimberly-Clark Corporation
+4.29%
+$73,050.92 
NVO Novo Nordisk A/S Sponsored ADR
+3.78%
+$6,151.68 
LOW Lowe's Companies Inc.
+3.64%
+$6,292.89 
AMGN Amgen Inc.
+3.54%
+$29,712.23 
BNY BlackRock New York Municipal Income Trust
+3.27%
+$67,628.91 
NVS Novartis AG Sponsored ADR
+3.03%
+$14,122.35 
WM Waste Management, Inc.
+2.84%
+$9,863.17 
SBUX Starbucks Corporation
+2.8%
+$8,620.83 
PSA Public Storage Common Stock
+2.65%
+$47,131.43 
XLV Health Care Select Sector SPDR Fund
+2.62%
+$469,584.24 
WMT Walmart Inc.
+2.31%
+$17,121.24 
ABBV AbbVie Inc.
+2.27%
+$7,188.75 
NEM Newmont Corporation
+2.27%
+$8,445.14 
SWK Stanley Black & Decker Inc.
+2.24%
+$43,007.82 
V Visa Inc. Class A
+2.04%
+$18,176 
PFE Pfizer Inc.
+1.87%
+$12,242.88 
TROW T. Rowe Price Group, Inc.
+1.81%
+$30,202.2 
UL Unilever PLC Sponsored American Depositary Receipt
+1.8%
+$13,111.15 
LMT Lockheed Martin Corporation
+1.75%
+$51,172.32 
ALL Allstate Corporation
+1.69%
+$3,606.96 
MRK Merck & Co., Inc.
+1.42%
+$49,328.18 
VZ Verizon Communications Inc.
+1.29%
+$3,418.95 
MSFT Microsoft Corp.
+1.24%
+$16,115.18 
SON Sonoco Products Co.
+1.23%
+$21,917.33 
GLD SPDR Gold Shares
+1.09%
+$3,374.3 
PEP PepsiCo, Inc.
+0.99%
+$16,624.9 
PG Procter & Gamble Co
+0.95%
+$5,718.62 
JNJ Johnson & Johnson
+0.94%
+$25,608.8 
MDT Medtronic plc
+0.9%
+$18,576.75 
NOC Northrop Grumman Corporation
+0.87%
+$2,779.95 
DFSV Dimensional US Small Cap Value ETF
+0.86%
+$1,955.85 
KO The Coca-Cola Company
+0.79%
+$8,347.25 
VTV Vanguard Value ETF
+0.75%
+$274,381.8 
BAC Bank of America Corporation
+0.72%
+$3,013.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.63%
+$206,198.02 
GD General Dynamics Corporation
+0.56%
+$1,564.16 
DFIV Dimensional International Value ETF
+0.55%
+$98,940.48 
VO Vanguard Mid-Cap ETF
+0.44%
+$77,412.3 
AAPL Apple Inc.
+0.43%
+$14,681.95 
FDX FedEx Corporation
+0.15%
+$915.67 
GOOG Alphabet Inc
+0.12%
+$499.66 
MET MetLife Inc.
+0.12%
+$339.6 
DUK Duke Energy Corporation
+0.08%
+$1,087.9 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CSCO Cisco Systems, Inc.
-4.16%
-$166,571.68 
CAT Caterpillar Inc.
-2.83%
-$45,665.73 
SLB Schlumberger Limited
-1.83%
-$34,943.92 
PM Philip Morris International Inc.
-1.74%
-$5,387.13 
VDE Vanguard Energy ETF
-1.58%
-$298,219.95 
RIO Rio Tinto Plc Sponsored ADR
-1.46%
-$32,457.85 
GNRC Generac Holdings Inc.
-1.31%
-$2,288 
XOM Exxon Mobil Corporation
-1.3%
-$67,636.8 
LNC Lincoln National Corporation
-1.16%
-$25,995.83 
CVX Chevron Corporation
-0.96%
-$49,179.57 
QQQ Invesco QQQ Trust, Series 1
-0.73%
-$1,603.2 
AMLP Alerian MLP ETF
-0.72%
-$13,002.37 
AMZN Amazon.com Inc
-0.26%
-$1,415.04 
JPM JPMorgan Chase & Co.
-0.25%
-$2,281.36 
EPD Enterprise Products Partners L.P.
-0.08%
-$550.73 
C Citigroup Inc.
-0.04%
-$1,091.85 Events
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Dividends
Dividend Analysis
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| Trades 574 | Longs Won 430/574 74% | Profit Factor 15.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $590,732.46 |
| Average Win $139,044.5 | Best Trade (Oct 15) $9.29M | Sharpe Ratio -10.08 |
| Average Loss -$26,795.05 | Worst Trade (Jun 29) -$625,435.64 | Z-Score 13.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $97,440.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,041 | $1.98M | $3.46M | - | $1.48M | 74.66% | +0.426% |
| ABBV AbbVie Inc. | 1,125 | $207,938.91 | $324,157.5 | - | $116,218.59 | 55.89% | +2.268% |
| ALL Allstate Corporation | 904 | $215,098 | $217,104.64 | - | $2,006.64 | 0.93% | +1.689% |
| AMGN Amgen Inc. | 1,969 | $568,552.49 | $868,722.8 | - | $300,170.31 | 52.8% | +3.541% |
| AMLP Alerian MLP ETF | 34,673 | $1.65M | $1.8M | - | $153,997.61 | 9.34% | -0.716% |
| AMZN Amazon.com Inc | 2,112 | $363,418.89 | $535,201.92 | - | $171,783.03 | 47.27% | -0.264% |
| BAC Bank of America Corporation | 8,109 | $296,968.14 | $419,734.81 | - | $122,766.67 | 41.34% | +0.723% |
| BNY BlackRock New York Municipal Income Trust | 15,012 | $782,040.39 | $2.13M | - | $1.35M | 172.87% | +3.273% |
| C Citigroup Inc. | 21,837 | $1.2M | $2.67M | - | $1.47M | 122.97% | -0.041% |
| CAT Caterpillar Inc. | 2,151 | $637,010.12 | $1.57M | - | $928,380.13 | 145.74% | -2.835% |
| CSCO Cisco Systems, Inc. | 35,216 | $1.78M | $3.84M | - | $2.06M | 115.87% | -4.162% |
| CVX Chevron Corporation | 22,981 | $3.43M | $5.05M | - | $1.62M | 47.27% | -0.964% |
| DFIV Dimensional International Value ETF | 324,395 | $16.41M | $18.17M | - | $1.76M | 10.73% | +0.547% |
| DFSV Dimensional US Small Cap Value ETF | 6,018 | $233,438 | $229,255.71 | - | -$4,182.29 | -1.79% | +0.86% |
| DUK Duke Energy Corporation | 10,879 | $1.08M | $1.3M | - | $221,458.78 | 20.48% | +0.084% |
| EPD Enterprise Products Partners L.P. | 19,669 | $528,183.1 | $703,461.78 | - | $175,278.68 | 33.19% | -0.078% |
| FDX FedEx Corporation | 2,105 | $428,809.55 | $614,060.07 | - | $185,250.52 | 43.2% | +0.149% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.01M | $24.57M | $32.75M | - | $8.17M | 33.26% | +0.634% |
| GD General Dynamics Corporation | 832 | $220,540.73 | $280,001.28 | - | $59,460.55 | 26.96% | +0.562% |
| GLD SPDR Gold Shares | 823 | $204,288.66 | $312,814.07 | - | $108,525.41 | 53.12% | +1.09% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joe Hill?
The largest contributions to the portfolio's profits come from the following stocks: Alerian MLP ETF - $3.79M, Vanguard Value ETF - $1.88M, Vanguard Energy ETF - $1.29M, Exxon Mobil Corporation - $1.1M, and Schwab Fundamental U.S. Large Company Index ETF - $938,463.04. 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: Dow Inc - $724,939.76, Accenture plc Class A - $611,631.17, Intel Corporation - $305,065.79, Novo Nordisk A/S Sponsored ADR - $204,286.84, and CVS Health Corporation - $140,089.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joe Hill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.59M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $2.03M, Vanguard Value ETF - $1.67M, Vanguard Energy ETF - $1.02M, Schwab Fundamental U.S. Large Company Index ETF - $763,606.78, and Exxon Mobil Corporation - $525,796.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joe Hill's monthly returns?
Joe Hill's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joe Hill's strategy be considered aggressive or moderate?
Joe Hill'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 Joe Hill's strategy?
Joe Hill'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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