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:
2.78%
Gain
Monthly
0.09%
Yearly
1.08%
Drawdown
29.42%
$211.27M
Equity
Holdings
$211.27M
Investment
$164.85M
$49.22M
Profit +$1.5M
Realized
$2.81M
Unrealized
$46.42M
Dividends
$10.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.5M
Win %
84%
This Week
Compared To Last Week
Gain
0.64%
Profit
$1.35M
Win %
84%
This Month
Compared to last month
Gain
1.9%
Profit
$3.93M
Win %
84%
This Year
Compared to last year
Gain
7.07%
Profit
$13.95M
Win %
82%
ACN Accenture plc Class A
+4.62%
+$53,608.85 
WM Waste Management, Inc.
+4.22%
+$15,800.38 
MRK Merck & Co., Inc.
+4.17%
+$130,006.2 
SON Sonoco Products Co.
+4.13%
+$83,099.04 
MDT Medtronic plc
+3.7%
+$66,018.92 
ABBV AbbVie Inc.
+3.44%
+$9,455.62 
PM Philip Morris International Inc.
+3.33%
+$9,084.18 
AMGN Amgen Inc.
+3.13%
+$26,299.68 
VZ Verizon Communications Inc.
+2.91%
+$8,772.27 
SBUX Starbucks Corporation
+2.86%
+$12,269.42 
KO The Coca-Cola Company
+2.69%
+$30,620.46 
PEP PepsiCo, Inc.
+2.57%
+$45,301.51 
WMT Walmart Inc.
+2.49%
+$17,889.2 
SWK Stanley Black & Decker Inc.
+2.38%
+$45,869.23 
XLV Health Care Select Sector SPDR Fund
+2.34%
+$355,509.57 
MCD McDonald's Corporation
+2.31%
+$6,407.64 
KMB Kimberly-Clark Corporation
+2.25%
+$41,118.17 
LOW Lowe's Companies Inc.
+2.04%
+$4,565.7 
UL Unilever PLC Sponsored American Depositary Receipt
+2.01%
+$18,592.92 
PSA Public Storage Common Stock
+1.96%
+$39,528.72 
V Visa Inc. Class A
+1.94%
+$17,194.35 
PG Procter & Gamble Co
+1.82%
+$12,384.81 
MSFT Microsoft Corp.
+1.78%
+$14,404.47 
AMLP Alerian MLP ETF
+1.56%
+$78,280.62 
NVS Novartis AG Sponsored ADR
+1.56%
+$10,269.5 
LNC Lincoln National Corporation
+1.5%
+$36,132.48 
JNJ Johnson & Johnson
+1.34%
+$38,098.5 
EPD Enterprise Products Partners L.P.
+1.29%
+$11,447.94 
PFE Pfizer Inc.
+1.29%
+$9,289.9 
CVX Chevron Corporation
+1.26%
+$60,668.52 
AAPL Apple Inc.
+1.25%
+$41,860.35 
MET MetLife Inc.
+1.05%
+$3,634.19 
DUK Duke Energy Corporation
+1.04%
+$14,902.08 
XOM Exxon Mobil Corporation
+1.01%
+$50,265.61 
VDE Vanguard Energy ETF
+0.9%
+$155,307.67 
FDX FedEx Corporation
+0.66%
+$4,553.32 
GD General Dynamics Corporation
+0.52%
+$1,750.31 
TROW T. Rowe Price Group, Inc.
+0.46%
+$9,573.47 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.44%
+$134,598.77 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$722.06 
LMT Lockheed Martin Corporation
+0.26%
+$8,223.58 
VTV Vanguard Value ETF
+0.26%
+$89,136.97 
GOOG Alphabet Inc
+0.22%
+$1,014.31 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAT Caterpillar Inc.
-4.47%
-$103,250.25 
NEM Newmont Corporation
-4.39%
-$13,952.84 
RIO Rio Tinto Plc Sponsored ADR
-3.05%
-$74,332.78 
CSCO Cisco Systems, Inc.
-2.89%
-$128,431.26 
C Citigroup Inc.
-2.53%
-$79,572.12 
BNY BlackRock New York Municipal Income Trust
-2.37%
-$67,034.88 
GLD SPDR Gold Shares
-1.85%
-$6,446.56 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$5,331.2 
SLB Schlumberger Limited
-1.26%
-$25,914 
JPM JPMorgan Chase & Co.
-0.99%
-$9,833.75 
DFIV Dimensional International Value ETF
-0.61%
-$100,738.62 
BAC Bank of America Corporation
-0.25%
-$1,305.1 
VO Vanguard Mid-Cap ETF
-0.2%
-$33,482.24 
AMZN Amazon.com Inc
-0.14%
-$948.99 
NOC Northrop Grumman Corporation
-0.08%
-$349.78 Events
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Dividends
Dividend Analysis
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| Trades 519 | Longs Won 382/519 73% | Profit Factor 14.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $556,718.5 |
| Average Win $138,109.34 | Best Trade (Jul 13) $8.84M | Sharpe Ratio -10.9 |
| Average Loss -$25,788.49 | Worst Trade (Sep 29) -$576,578.09 | Z-Score 8.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $94,845.37 |
| 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 | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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