Jennifer Ralph Oppold

Jennifer Ralph Oppold Portfolio

Invests via Alpine Peaks Capita LLP | Managed by Jennifer Ralph Oppold
Invests via Alpine Peaks Capita LLP
Managed by Jennifer Ralph Oppold
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Jennifer Ralph Oppold Profile

With a distinguished career in the realm of corporate strategy, Jennifer Ralph Oppold has significantly influenced operational growth across various sectors. Her expertise spans strategic planning and execution within dynamic market environments, making her a key figure in business transformations. She possesses extensive experience in driving initiatives that enhance organizational efficiency and foster innovation. As an operating executive, she integrates multidisciplinary knowledge to navigate complex challenges and capitalize on emerging opportunities. Through her leadership roles, she continues to contribute effectively to corporate success while cultivating strong partnerships that bolster competitive positioning.

With a distinguished career in the realm of corporate strategy, Jennifer Ralph Oppold has significantly influenced operational growth across various sectors. Her expertise spans strategic planning and execution within dynamic market environments, making her a key figure in business transformations. She possesses extensive experience in driving initiatives that enhance organizational efficiency and foster innovation. As an operating executive, she integrates multidisciplinary knowledge to navigate complex challenges and capitalize on emerging opportunities. Through her leadership roles, she continues to contribute effectively to corporate success while cultivating strong partnerships that bolster competitive positioning.

Investment Philosophy & Strategy

Growth opportunities in today’s evolving markets often hinge on adept leadership and strategic foresight. Jennifer Ralph Oppold leverages her profound corporate strategy background to uncover potential within disruptive sectors, focusing on innovation-driven growth models. Her track record illustrates a unique ability to translate operational efficiencies into competitive advantages while building resilient business ecosystems. By harnessing her experience across diverse industries, she crafts tailored approaches that capitalize on emerging trends and align with customer demand. This method fosters a dynamic environment for sustained value creation.

Growth opportunities in today’s evolving markets often hinge on adept leadership and strategic foresight. Jennifer Ralph Oppold leverages her profound corporate strategy background to uncover potential within disruptive sectors, focusing on innovation-driven growth models. Her track record illustrates a unique ability to translate operational efficiencies into competitive advantages while building resilient business ecosystems. By harnessing her experience across diverse industries, she crafts tailored approaches that capitalize on emerging trends and align with customer demand. This method fosters a dynamic environment for sustained value creation.

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:
31.18%
Gain +0.75%
Monthly
0.39%
Yearly
4.81%
Drawdown
22.29%
$86.41M
Equity
Holdings
$86.41M
Investment
$73.78M
$23.74M
Profit +$870,151.4
Realized
$11.12M
Unrealized
$12.63M
Dividends
$5.18M

Goals

Avg. 71% completed goals
Yearly
Gain > 5%
2026
42%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.75%
Profit
$870,151.4
Win %
63%
This Week
Compared To Last Week
Gain
0.78%
Profit
$667,686.53
Win %
63%
This Month
Compared to last month
Gain
2.87%
Profit
$2.41M
Win %
63%
This Year
Compared to last year
Gain
2.09%
Profit
$1.77M
Win %
60%
Bright Horizons Family Solutions Inc. logo
BFAM Bright Horizons Family Solutions Inc.
+3.7%
+$196,173.67
Rollins, Inc. logo
ROL Rollins, Inc.
+3.68%
+$99,729.6
The Descartes Systems Group Inc. logo
DSGX The Descartes Systems Group Inc.
+3.56%
+$151,261.28
Trex Company, Inc. logo
TREX Trex Company, Inc.
+3.31%
+$134,890.14
Barrett Business Services Inc. logo
BBSI Barrett Business Services Inc.
+3.06%
+$82,260.07
Inter Parfums, Inc. logo
IPAR Inter Parfums, Inc.
+2.6%
+$76,651.56
Celsius Holdings Inc. logo
CELH Celsius Holdings Inc.
+2.58%
+$18,432.4
Advanced Drainage Systems, Inc. logo
WMS Advanced Drainage Systems, Inc.
+2.21%
+$70,202.88
Evertec, Inc. logo
EVTC Evertec, Inc.
+2.04%
+$102,769.38
Trimble Inc. logo
TRMB Trimble Inc.
+1.93%
+$73,474.27
Jack Henry & Associates, Inc. logo
JKHY Jack Henry & Associates, Inc.
+1.91%
+$102,233.54
West Pharmaceutical Services, Inc. logo
WST West Pharmaceutical Services, Inc.
+1.62%
+$116,681.47
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
+1.43%
+$83,255.12
Heico Corporation logo
HEI.A Heico Corporation
+0.9%
+$57,303.36
U.S. Physical Therapy Inc. logo
USPH U.S. Physical Therapy Inc.
+0.28%
+$18,203.91
Bio-Techne Corporation logo
TECH Bio-Techne Corporation
+0.08%
+$4,017.6
Littelfuse Inc. logo
LFUS Littelfuse Inc.
-5.11%
-$223,279.53
Cognex Corporation logo
CGNX Cognex Corporation
-4.98%
-$255,357.15
Wabtec Corporation logo
WAB Wabtec Corporation
-1.08%
-$36,013.95
Qualys, Inc. logo
QLYS Qualys, Inc.
-0.14%
-$2,738.34
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Dividends

Dividend Analysis

Yearly
$
Trades
379
Longs Won
212/379 55%
Profit Factor
1.74
Profitability
Shorts Won
0/0 0%
Standard Deviation
$396,667.85
Average Win
$264,141.82
Best Trade
(Mar 31) $2.2M
Sharpe Ratio
-10.92
Average Loss
-$193,145.55
Worst Trade
(Sep 29) -$2.21M
Z-Score
-1.29 (80.35%)
Commissions
$0
Avg. Trade Length
2y 1m 3w 2d
Expectancy
$62,645.8
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% 0.07%
Consecutive Losing Trades 447 403 358 313 268 224 179 134 89 45
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Barrett Business Services Inc. logo
BBSI Barrett Business Services Inc.
84,352 $1.6M $2.77M - $1.18M 73.58%
+3.056%
Bright Horizons Family Solutions Inc. logo
BFAM Bright Horizons Family Solutions Inc.
77,539 $6.3M $5.5M - -$797,086.33 -12.66%
+3.698%
Celsius Holdings Inc. logo
CELH Celsius Holdings Inc.
26,332 $771,000.96 $733,872.84 - -$37,128.12 -4.82%
+2.576%
Cognex Corporation logo
CGNX Cognex Corporation
89,599 $3.56M $4.88M - $1.32M 37.01%
-4.976%
The Descartes Systems Group Inc. logo
DSGX The Descartes Systems Group Inc.
49,757 $4.23M $4.4M - $172,184.55 4.08%
+3.562%
Evertec, Inc. logo
EVTC Evertec, Inc.
163,126 $5.58M $5.14M - -$442,021.28 -7.92%
+2.039%
Heico Corporation logo
HEI.A Heico Corporation
28,368 $4.41M $6.42M - $2.01M 45.68%
+0.9%
Inter Parfums, Inc. logo
IPAR Inter Parfums, Inc.
25,722 $2.76M $3.02M - $259,171.79 9.38%
+2.603%
Jack Henry & Associates, Inc. logo
JKHY Jack Henry & Associates, Inc.
34,480 $5.46M $5.46M - -$814.53 -0.01%
+1.91%
Littelfuse Inc. logo
LFUS Littelfuse Inc.
10,897 $2.53M $4.15M - $1.62M 64%
-5.108%
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
9,418 $2.9M $5.89M - $3M 103.47%
+1.434%
Qualys, Inc. logo
QLYS Qualys, Inc.
10,142 $1.25M $1.92M - $665,648.26 53.05%
-0.142%
Rollins, Inc. logo
ROL Rollins, Inc.
83,108 $3.32M $2.81M - -$511,342.18 -15.39%
+3.678%
Bio-Techne Corporation logo
TECH Bio-Techne Corporation
66,960 $3.66M $4.86M - $1.2M 32.85%
+0.083%
Trex Company, Inc. logo
TREX Trex Company, Inc.
91,762 $5.36M $4.21M - -$1.15M -21.51%
+3.313%
Trimble Inc. logo
TRMB Trimble Inc.
64,451 $3.81M $3.88M - $75,190.68 1.97%
+1.929%
U.S. Physical Therapy Inc. logo
USPH U.S. Physical Therapy Inc.
76,487 $6.48M $6.51M - $35,047.47 0.54%
+0.28%
Wabtec Corporation logo
WAB Wabtec Corporation
11,655 $1.21M $3.3M - $2.09M 172.44%
-1.079%
Advanced Drainage Systems, Inc. logo
WMS Advanced Drainage Systems, Inc.
25,344 $3.75M $3.24M - -$511,279.6 -13.62%
+2.213%
West Pharmaceutical Services, Inc. logo
WST West Pharmaceutical Services, Inc.
19,191 $4.85M $7.31M - $2.46M 50.66%
+1.623%
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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 Jennifer Ralph Oppold?
The largest contributions to the portfolio's profits come from the following stocks: Medpace Holdings Inc - $7.95M, Wabtec Corporation - $6.18M, Rollins, Inc - $3.32M, Amphenol Corporation - $2.88M, and Barrett Business Services Inc - $2.68M. 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: Robert Half Inc - $3.04M, Resources Connection Inc - $2.98M, Maravai Lifesciences Holdings Inc - $2.92M, Syneos Health Inc - $2.71M, and TriNet Group, Inc - $2.08M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Ralph Oppold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.18M earned over time. The largest contributors to dividend income include Inter Parfums, Inc - $893,231.49, U.S. Physical Therapy Inc - $648,348.42, Robert Half Inc - $604,938.32, Resources Connection Inc - $546,070.35, and Rollins, Inc - $449,719.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Ralph Oppold's monthly returns?
Jennifer Ralph Oppold'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 Jennifer Ralph Oppold's strategy be considered aggressive or moderate?
Jennifer Ralph Oppold's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jennifer Ralph Oppold's strategy?
Jennifer Ralph Oppold'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.
Account USV