JH
Jonathan Hartzler Portfolio
Invests via Mcdonald Partners LLC | Managed by Jonathan Hartzler
Invests via Mcdonald Partners LLC
Managed by Jonathan Hartzler
Automatically Tracked
Jonathan Hartzler Profile
Jonathan Hartzler is a seasoned entrepreneur known for his innovative approaches in technology and business development. His extensive career spans the creation of multiple startups, where he has excelled at transforming visionary ideas into scalable operations. Recognized for driving growth through strategic partnerships and operational excellence, he has made significant contributions to various sectors including tech and consumer services. With a track record of successfully launching products that address market needs, his leadership fosters an environment conducive to creativity and sustained expansion. Hartzler's experience positions him as a pivotal figure in today's evolving entrepreneurial landscape.
Jonathan Hartzler is a seasoned entrepreneur known for his innovative approaches in technology and business development. His extensive career spans the creation of multiple startups, where he has excelled at transforming visionary ideas into scalable operations. Recognized for driving growth through strategic partnerships and operational excellence, he has made significant contributions to various sectors including tech and consumer services. With a track record of successfully launching products that address market needs, his leadership fosters an environment conducive to creativity and sustained expansion. Hartzler's experience positions him as a pivotal figure in today's evolving entrepreneurial landscape.
Investment Philosophy & Strategy
In the dynamic landscape of innovation, Jonathan Hartzler exemplifies a forward-thinking approach to entrepreneurship. Leveraging his vast experience in transforming nascent ideas into thriving enterprises, he prioritizes opportunities that blend technology with practical market applications. His emphasis on building strong alliances serves as a catalyst for growth and diversification across various sectors. This commitment not only facilitates the effective scaling of ventures but also positions them strategically within competitive markets. A proponent of continuous improvement, he is focused on identifying emerging trends that can be harnessed for sustained success.
In the dynamic landscape of innovation, Jonathan Hartzler exemplifies a forward-thinking approach to entrepreneurship. Leveraging his vast experience in transforming nascent ideas into thriving enterprises, he prioritizes opportunities that blend technology with practical market applications. His emphasis on building strong alliances serves as a catalyst for growth and diversification across various sectors. This commitment not only facilitates the effective scaling of ventures but also positions them strategically within competitive markets. A proponent of continuous improvement, he is focused on identifying emerging trends that can be harnessed for sustained success.
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:
63.65%
Gain -0.31%
Monthly
0.8%
Yearly
9.99%
Drawdown
17.75%
$605.53M
Equity
Holdings
$605.53M
Investment
$348.95M
$256.58M
Profit -$1.89M
Realized
$0
Unrealized
$256.58M
Dividends
$45.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$1.89M
Win %
68%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$2.35M
Win %
68%
This Month
Compared to last month
Gain
1.45%
Profit
$8.64M
Win %
68%
This Year
Compared to last year
Gain
14.38%
Profit
$76.14M
Win %
68%
UNH UnitedHealth Group Incorporated
+4.73%
+$77,655.32 
CEQP Crestwood Equity Partners LP
+4.36%
+$12,149.28 
MRK Merck & Co., Inc.
+3.8%
+$173,715.09 
MCF Contango Oil & Gas Co
+3.54%
+$2,750 
ABBV AbbVie Inc.
+3.32%
+$145,509.76 
VRTX Vertex Pharmaceuticals Incorporated
+2.74%
+$22,217.44 
TGT Target Corporation
+2.18%
+$4,239.64 
VZ Verizon Communications Inc.
+2.04%
+$23,545.84 
ADBE Adobe Inc.
+1.86%
+$43,027.5 
PEP PepsiCo, Inc.
+1.55%
+$60,802.08 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$80,315.04 
UNP Union Pacific Corporation
+1.44%
+$10,602.32 
SUN Sunoco L.P.
+1.31%
+$14,850 
JPM JPMorgan Chase & Co.
+1.16%
+$196,092.05 
KMB Kimberly-Clark Corporation
+1.14%
+$3,105.76 
MCD McDonald's Corporation
+1.06%
+$16,774.93 
UPS United Parcel Service, Inc.
+1.04%
+$15,593.49 
COP ConocoPhillips
+1.02%
+$15,016.32 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$6,510 
BLCN Siren NexGen Economy ETF
+0.92%
+$2,567.4 
CMCSA Comcast Corp
+0.81%
+$2,701.79 
BDX Becton, Dickinson and Company
+0.81%
+$10,463.78 
ACN Accenture plc Class A
+0.66%
+$12,994.89 
TXMD TherapeuticsMD, Inc.
+0.51%
+$15.7 
AAPL Apple Inc.
+0.49%
+$185,858.34 
DIS The Walt Disney Company
+0.38%
+$16,053.55 
ABT Abbott Laboratories
+0.35%
+$4,451.76 
GDDY Godaddy Inc.
+0.32%
+$1,980 
NFLX Netflix, Inc.
+0.16%
+$1,889.8 
SHW The Sherwin-Williams Company
+0.14%
+$3,139.03 
LEAD Siren DIVCON Leaders Dividend ETF
+0.13%
+$634.37 
PARA Paramount Global
+0.09%
+$22.39 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.03%
+$480.11 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$4,172.85 
TSCO Tractor Supply Company
+0.01%
+$352.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.01%
+$33.56 
MPLX MPLX LP
+0.01%
+$70.72 
FNCL Fidelity MSCI Financials Index ETF
+0.01%
+$47.5 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$11.69 
ABBNY ABB Ltd. Sponsored ADR
0%
$0 
ACRE Ares Commercial Real Estate Corporation
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.05 
ADP Automatic Data Processing Inc.
0%
-$0.07 
ADSK Autodesk, Inc.
0%
-$0.03 
ADPT Adaptive Biotechnologies Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMT American Tower Corporation
0%
-$0.05 
AMZN Amazon.com Inc
0%
-$0.18 
APD Air Products and Chemicals, Inc.
0%
-$0.03 
AWK American Water Works Company, Inc.
0%
+$0.01 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BCEL Atreca Inc
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
-$0.02 
BLK BlackRock, Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
-$0.01 
CB Chubb Limited
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CFBK CF Bankshares Inc
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DISCA Discovery Inc
0%
$0 
DLB Dolby Laboratories Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
+$0.02 
DUK Duke Energy Corporation
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EQIX Equinix, Inc.
0%
+$0.01 
ES Eversource Energy
0%
$0 
FDS FactSet Research Systems Inc.
0%
+$0.02 
FGBI First Guaranty Bancshares Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.04 
GILD Gilead Sciences Inc.
0%
$0 
GLW Corning Incorporated
0%
-$0.54 
GOOG Alphabet Inc
0%
$0 
GSAT Globalstar, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GWW W.W. Grainger, Inc.
0%
-$0.04 
HBAN Huntington Bancshares Incorporated
0%
$0 
HD The Home Depot, Inc.
0%
+$0.04 
HON Honeywell International Inc.
0%
$0 
HY Hyster-Yale Materials Handling, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
+$0.01 
ILMN Illumina, Inc.
0%
-$0.08 
INTC Intel Corporation
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.04 
JNJ Johnson & Johnson
0%
$0 
KEY KeyCorp
0%
$0 
KO The Coca-Cola Company
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
+$0.02 
LHX L3Harris Technologies, Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
-$0.17 
LMT Lockheed Martin Corporation
0%
-$0.02 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LVS Las Vegas Sands Corp.
0%
+$0.02 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MAR Marriott International Inc. - Class A
0%
-$0.13 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
+$0.02 
MMM 3M Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
+$0.31 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.6 
MSGNF Man Sang International Ltd.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MSGS Madison Square Garden Sports Corp.
0%
-$0.06 
MTBC MTBC Inc
0%
$0 
NC NACCO Industries Inc.
0%
$0 
NDSN Nordson Corporation
0%
-$0.04 
NEE NextEra Energy, Inc.
0%
$0 
NGVT Ingevity Corporation
0%
+$0.01 
NKE Nike, Inc. - Class B
0%
$0 
NSC Norfolk Southern Corporation
0%
+$0.03 
ONB Old National Bancorp
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PAYX Paychex Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PFS Provident Financial Services Inc.
0%
+$0.01 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.11 
PH Parker-Hannifin Corporation
0%
$0 
PII Polaris Inc.
0%
$0 
PKG Packaging Corporation of America
0%
-$0.11 
PKBK Parke Bancorp Inc.
0%
$0 
PM Philip Morris International Inc.
0%
-$0.16 
PNR Pentair plc
0%
$0 
POST Post Holdings Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
+$0.35 
PSN Parsons Corporation
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
ROKU Roku, Inc.
0%
$0 
RTX RTX Corporation
0%
+$0.2 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
STE STERIS plc
0%
$0 
STX Seagate Technology Holdings plc
0%
+$0.07 
STZ Constellation Brands, Inc.
0%
-$0.01 
T AT&T Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
UA Under Armour Inc.
0%
$0 
UAA Under Armour Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
VFC V.F. Corporation
0%
$0 
VIAV Viavi Solutions Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
WDFC WD-40 Company
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WEN The Wendy's Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WRK Westrock Co
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.07 
XYL Xylem Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
DBC Invesco DB Commodity Index Tracking Fund
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
-$0.05 
DGRO iShares Core Dividend Growth ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
+$0.03 
FPE First Trust Preferred Securities and Income ETF
0%
-$0.02 
FTCS First Trust Capital Strength ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
IBB iShares Biotechnology ETF
0%
+$0.01 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
-$0.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
0%
$0 
PZT Invesco New York AMT-Free Municipal Bond ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
+$0.11 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
URTH iShares MSCI World ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
-$0.02 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
-$0.02 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.39 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VXF Vanguard Extended Market ETF
0%
-$0.03 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.05 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XMLV Invesco S&P MidCap Low Volatility ETF
0%
$0 
CREE Cree Inc
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TWTR Twitter Inc
0%
$0 
SPPI Spectrum Pharmaceuticals Inc
0%
$0 
BBF BlackRock Municipal Income Investment Trust
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
CLNY Colony Capital Inc
0%
$0 LIN
LIN
0%
$0 
BF-B Brown-Forman Corporation
0%
$0 
RDS-B Shell plc
0%
$0 EV
EV
0%
$0 PSP
PSP
0%
$0 
ORCL Oracle Corporation
-8.83%
-$383,143.2 
CGC Canopy Growth Corporation
-6.27%
-$84.21 
ETN Eaton Corporation plc
-4.54%
-$924,777.64 
AMBA Ambarella, Inc.
-4.42%
-$57,001.64 
BX Blackstone Inc.
-3.43%
-$31,098.73 
META Meta Platforms Inc Class A
-3.27%
-$67,541.81 
NVDA NVIDIA Corporation
-3.16%
-$794,777.6 
AVGO Broadcom Inc.
-3.1%
-$153,512.8 
TXN Texas Instruments Inc
-2.5%
-$97,192.93 
QCOM QUALCOMM Incorporated
-2.4%
-$44,859.2 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$55,453.62 
HOG Harley-Davidson Inc.
-1.86%
-$10,719.18 
GOOGL Alphabet Inc
-1.74%
-$92,959.45 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$73,137.24 
GS The Goldman Sachs Group, Inc.
-1.48%
-$55,490.46 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$5,977.47 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1.28%
-$6,932.4 
V Visa Inc. Class A
-1.17%
-$4,801.32 
VOO Vanguard S&P 500 ETF
-1.09%
-$126,667.03 
BA Boeing Company
-0.98%
-$3,173.22 
CRM Salesforce Inc
-0.87%
-$2,647.1 
BSX Boston Scientific Corporation
-0.72%
-$2,160.08 
IT Gartner Inc.
-0.6%
-$6,198.71 
XLF Financial Select Sector SPDR Fund
-0.55%
-$3,363.6 
FOXA Fox Corporation
-0.46%
-$9,286.38 
MWA Mueller Water Products Inc.
-0.23%
-$1,287.5 
IWD iShares Russell 1000 Value ETF
-0.13%
-$1,656.93 
MUB iShares National Muni Bond ETF
-0.12%
-$322.8 
FLUX Flux Power Holdings Inc.
-0.04%
-$9.35 Events
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Dividends
Dividend Analysis
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No Data
| Trades 278 | Longs Won 185/278 66% | Profit Factor 7.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.95M |
| Average Win $1.6M | Best Trade (Oct 15) $23.12M | Sharpe Ratio 0 |
| Average Loss -$416,309.38 | Worst Trade (Oct 15) -$3.8M | Z-Score 8.2 (100%) |
| Commissions $0 | Avg. Trade Length 5y 9m 2w 5d | Expectancy $922,965.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,453 | 1,308 | 1,163 | 1,017 | 872 | 727 | 581 | 436 | 291 | 145 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,976 | $14.59M | $37.72M | - | $23.12M | 158.47% | +0.495% |
| ABBNY ABB Ltd. Sponsored ADR | 51,030 | $1.43M | $4.92M | - | $3.49M | 244.56% | 0.0 |
| ABBV AbbVie Inc. | 15,955 | $1.71M | $4.52M | - | $2.81M | 164.56% | +3.324% |
| ABT Abbott Laboratories | 12,366 | $1.35M | $1.27M | - | -$80,626.32 | -5.95% | +0.351% |
| ACN Accenture plc Class A | 9,282 | $2.42M | $2M | - | -$429,292.41 | -17.71% | +0.656% |
| ACRE Ares Commercial Real Estate Corporation | 11,719 | $139,573.29 | $41,602.45 | - | -$97,970.84 | -70.19% | 0.0 |
| ADBE Adobe Inc. | 9,779 | $4.89M | $2.35M | - | -$2.54M | -51.88% | +1.862% |
| ADI Analog Devices, Inc. | 5,476 | $808,969.48 | $2.27M | - | $1.46M | 180.71% | 0.0 |
| ADP Automatic Data Processing Inc. | 7,038 | $1.24M | $1.94M | - | $701,688.53 | 56.58% | 0.0 |
| ADPT Adaptive Biotechnologies Corporation | 13,928.5 | $3.29M | $352,112.48 | - | -$2.94M | -89.31% | 0.0 |
| ADSK Autodesk, Inc. | 2,590 | $790,830.6 | $596,813.67 | - | -$194,016.93 | -24.53% | 0.0 |
| AEP American Electric Power Company, Inc. | 4,371 | $363,973.17 | $549,216.15 | - | $185,242.98 | 50.89% | 0.0 |
| AFL Aflac Inc. | 19,681 | $875,214.07 | $2.29M | - | $1.42M | 161.84% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,593 | $2.08M | $1.67M | - | -$413,083.64 | -19.87% | 0.0 |
| AMBA Ambarella, Inc. | 20,071 | $1.84M | $1.23M | - | -$609,355.56 | -33.06% | -4.417% |
| AMGN Amgen Inc. | 19,570 | $4.5M | $8.08M | - | $3.58M | 79.56% | 0.0 |
| AMT American Tower Corporation | 4,690 | $1.05M | $841,526.65 | - | -$211,190.75 | -20.06% | 0.0 |
| AMZN Amazon.com Inc | 17,980 | $2.93M | $4.65M | - | $1.72M | 58.78% | 0.0 |
| APD Air Products and Chemicals, Inc. | 2,717 | $742,338.74 | $785,104.29 | - | $42,765.55 | 5.76% | 0.0 |
| ARKK ARK Innovation ETF Fund | 7,767 | $966,913.83 | $677,049.39 | - | -$289,864.44 | -29.98% | 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 Jonathan Hartzler?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $1.43M, iShares Short Treasury Bond ETF - $1.25M, Chevron Corporation - $1.17M, Pfizer Inc - $1.13M, and Microsoft Corp - $1.01M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jonathan Hartzler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $45.65M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.43M, iShares Short Treasury Bond ETF - $1.25M, Chevron Corporation - $1.17M, Pfizer Inc - $1.13M, and Microsoft Corp - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan Hartzler's monthly returns?
Jonathan Hartzler'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 Jonathan Hartzler's strategy be considered aggressive or moderate?
Jonathan Hartzler'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 Jonathan Hartzler's strategy?
Jonathan Hartzler'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.
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