JP
Jeff Pearson Portfolio
Invests via ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | Managed by Jeff Pearson
Invests via ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp.
Managed by Jeff Pearson
Automatically Tracked
Jeff Pearson Profile
With a wealth of experience in technology-driven entrepreneurship, Jeff Pearson has established himself as a prominent figure in the startup ecosystem. His background includes founding and scaling several innovative tech ventures that address pressing market needs. Leveraging his technical acumen, he actively engages with emerging companies to accelerate their growth trajectories through strategic mentorship and investment. Additionally, Pearson's leadership roles reflect a commitment to fostering collaboration among diverse stakeholders within the entrepreneurial community, contributing to an enriched landscape for technological advancement.
With a wealth of experience in technology-driven entrepreneurship, Jeff Pearson has established himself as a prominent figure in the startup ecosystem. His background includes founding and scaling several innovative tech ventures that address pressing market needs. Leveraging his technical acumen, he actively engages with emerging companies to accelerate their growth trajectories through strategic mentorship and investment. Additionally, Pearson's leadership roles reflect a commitment to fostering collaboration among diverse stakeholders within the entrepreneurial community, contributing to an enriched landscape for technological advancement.
Investment Philosophy & Strategy
Growth-oriented ventures benefit from the visionary insights of Jeff Pearson, whose extensive background in technology startups equips him to identify high-potential opportunities. His investment strategy emphasizes fostering innovation and scalability among nascent companies, focusing on disruptive solutions that meet evolving consumer demands. By leveraging his operational expertise and network, he champions entrepreneurial initiatives that show promise for substantial market impact. Through a hands-on approach to mentorship, he not only provides capital but also enhances strategic capabilities within emerging businesses, nurturing them into industry leaders.
Growth-oriented ventures benefit from the visionary insights of Jeff Pearson, whose extensive background in technology startups equips him to identify high-potential opportunities. His investment strategy emphasizes fostering innovation and scalability among nascent companies, focusing on disruptive solutions that meet evolving consumer demands. By leveraging his operational expertise and network, he champions entrepreneurial initiatives that show promise for substantial market impact. Through a hands-on approach to mentorship, he not only provides capital but also enhances strategic capabilities within emerging businesses, nurturing them into industry leaders.
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:
11.04%
Gain
Monthly
0.24%
Yearly
2.97%
Drawdown
18.08%
$2.95B
Equity
Holdings
$2.95B
Investment
$2.83B
$555.68M
Profit +$2.06M
Realized
$436.98M
Unrealized
$118.69M
Dividends
$549.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$2.06M
Win %
59%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$14.07M
Win %
59%
This Month
Compared to last month
Gain
-0.44%
Profit
-$13.05M
Win %
59%
This Year
Compared to last year
Gain
3.31%
Profit
$94.52M
Win %
55%
GOVT iShares U.S. Treasury Bond ETF
+0.2%
+$639.83 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.17%
+$1.05M 
IVV iShares Core S&P 500 ETF
+0.16%
+$612,660 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.16%
+$146,636 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.15%
+$48,665.25 
SCHP Schwab U.S. TIPS ETF
+0.1%
+$144,257.5 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.09%
+$381,536 
BKLN Invesco Senior Loan ETF
+0.05%
+$4,938 
STIP iShares 0-5 Year TIPS Bond ETF
+0.05%
+$78,010 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$55,948.85 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$132,090 
XHYC BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
0%
$0 
XHYH BondBloxx USD High Yield Bond Healthcare Sector ETF
0%
$0 
XHYD BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
-0.76%
-$11,560 
IEMG iShares Core MSCI Emerging Markets ETF
-0.54%
-$490,157 
XHYF BondBloxx USD High Yield Bond Financial & REIT Sector ETF
-0.4%
-$30,825 
XHYT BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
-0.36%
-$55,088.25 
EUSA iShares MSCI USA Equal Weighted ETF
-0.23%
-$26,500 
IAUM iShares Gold Trust Micro
-0.2%
-$118,110.72 
XHYI BondBloxx USD High Yield Bond Industrial Sector ETF
-0.14%
-$13,173.84 
IXUS iShares Core International Stock ETF
-0.01%
-$31,607.86 Events
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Dividends
Dividend Analysis
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| Trades 508 | Longs Won 293/508 57% | Profit Factor 2.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.34M |
| Average Win $3.01M | Best Trade (Mar 31) $70.17M | Sharpe Ratio -9.86 |
| Average Loss -$1.52M | Worst Trade (Mar 31) -$59.29M | Z-Score -4.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $1.09M |
| 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 | 1,938 | 1,744 | 1,550 | 1,357 | 1,163 | 969 | 775 | 581 | 388 | 194 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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