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:
26.92%
Gain +1.46%
Monthly
0.34%
Yearly
4.17%
Drawdown
18.08%
$3.15B
Equity
Holdings
$3.15B
Investment
$2.99B
$691.93M
Profit +$44.82M
Realized
$532.35M
Unrealized
$159.59M
Dividends
$559.39M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.46%
Profit
$44.82M
Win %
63%
This Week
Compared To Last Week
Gain
1.45%
Profit
$45.07M
Win %
63%
This Month
Compared to last month
Gain
1.58%
Profit
$48.81M
Win %
63%
This Year
Compared to last year
Gain
0.9%
Profit
$28.09M
Win %
51%
BKLN Invesco Senior Loan ETF
0%
$0 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EUSA iShares MSCI USA Equal Weighted ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$24.11 
IXUS iShares Core International Stock ETF
0%
+$6.32 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
0%
$0 
SPTB SPDR Portfolio Treasury ETF
0%
$0 
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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No Data
| Trades 521 | Longs Won 304/521 58% | Profit Factor 2.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.24M |
| Average Win $3.48M | Best Trade (Mar 31) $70.17M | Sharpe Ratio -8.23 |
| Average Loss -$1.69M | Worst Trade (Mar 31) -$59.29M | Z-Score -8.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $1.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,862 | 1,676 | 1,490 | 1,304 | 1,117 | 931 | 745 | 559 | 372 | 186 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALLW SPDR Bridgewater All Weather Mutual Fund | 1.08M | $27.22M | $32.35M | - | $5.13M | 18.84% | 0.0 |
| BKLN Invesco Senior Loan ETF | 493,800 | $10.08M | $10.13M | - | $54,318 | 0.54% | 0.0 |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 6.34M | $596.66M | $600.87M | - | $4.22M | 0.71% | 0.0 |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 4.06M | $103.63M | $103.88M | - | $247,154.01 | 0.24% | 0.0 |
| EUSA iShares MSCI USA Equal Weighted ETF | 99,998 | $9.36M | $11.84M | - | $2.48M | 26.48% | 0.0 |
| GOVT iShares U.S. Treasury Bond ETF | 13,957 | $320,730.95 | $313,195.08 | - | -$7,535.87 | -2.35% | 0.0 |
| IAUM iShares Gold Trust Micro | 291,255 | $11.21M | $12.69M | - | $1.48M | 13.17% | 0.0 |
| IEMG iShares Core MSCI Emerging Markets ETF | 1.14M | $76.8M | $91.07M | - | $14.26M | 18.57% | 0.0 |
| IVV iShares Core S&P 500 ETF | 1.21M | $870.16M | $933.36M | - | $63.2M | 7.26% | 0.0 |
| IXUS iShares Core International Stock ETF | 3.16M | $251.63M | $306.78M | - | $55.15M | 21.92% | 0.0 |
| JPST JPMorgan Ultra-Short Income ETF | 2.46M | $124.32M | $123.86M | - | -$456,834.04 | -0.37% | 0.0 |
| SCHP Schwab U.S. TIPS ETF | 2.96M | $79.28M | $76.7M | - | -$2.58M | -3.25% | 0.0 |
| SPTB SPDR Portfolio Treasury ETF | 2.5M | $74.75M | $73.99M | - | -$762,500 | -1.02% | 0.0 |
| STIP iShares 0-5 Year TIPS Bond ETF | 1.51M | $155.59M | $152.12M | - | -$3.48M | -2.24% | 0.0 |
| VUSB Vanguard Ultra-Short Bond ETF | 3.71M | $184.89M | $184.47M | - | -$427,051.47 | -0.23% | 0.0 |
| XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF | 9.43M | $411.46M | $418.97M | - | $7.51M | 1.83% | 0.0 |
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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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FAQ
Which stocks have generated the highest profits for Jeff Pearson?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $435.79M, iShares Gold Trust Micro - $105.44M, iShares Core International Stock ETF - $90.43M, JPMorgan USD Emerging Markets Sovereign Bond ETF - $70.48M, and NVIDIA Corporation - $59.05M. 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: Tesla, Inc - $17.93M, Apple Inc - $14.01M, SPDR S&P 500 ETF Trust - $3.08M, iShares China Large-Cap ETF - $2.36M, and Schwab Intermediate-Term U.S. Treasury ETF - $249,870.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeff Pearson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $559.39M earned over time. The largest contributors to dividend income include iShares J.P. Morgan USD Emerging Markets Bond ETF - $106.37M, iShares Core International Stock ETF - $94.06M, iShares Core S&P 500 ETF - $79.49M, JPMorgan USD Emerging Markets Sovereign Bond ETF - $58.14M, and iShares Broad USD High Yield Corporate Bond ETF - $40.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeff Pearson's monthly returns?
Jeff Pearson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeff Pearson's strategy be considered aggressive or moderate?
Jeff Pearson's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeff Pearson's strategy?
Jeff Pearson's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
