BGJ

Beatriz Gutierrez Junco Portfolio

Invests via CV Advisors LLC | Managed by Elliot Dornbusch, Alex Mann, Matthew J. Storm, Ricardo Saias, Alan Zafrany, Ari Hadida, CFA, Hailey Gordon, Alicia Lugo, Jose Luque, Shawn Harrington, Jason Alper, Javier Andreu, CFA, Patrick Smith, Nolan Bieck

Invests via CV Advisors LLC

Managed by Elliot Dornbusch, Alex Mann, Matthew J. Storm, Ricardo Saias, Alan Zafrany, Ari Hadida, CFA, Hailey Gordon, Alicia Lugo, Jose Luque, Shawn Harrington, Jason Alper, Javier Andreu, CFA, Patrick Smith, Nolan Bieck

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Tracking: 0 Updated: Yesterday at 07:44 AM

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Beatriz Gutierrez Junco Profile

Beatriz Gutierrez Junco is an influential corporate builder with a remarkable track record in spearheading strategic initiatives across various sectors. Her leadership has transformed organizations into competitive market players, focusing on sustainable growth and innovation. With extensive experience in operational management, she fosters environments where creativity flourishes and efficiency reigns supreme. A graduate of a prestigious business school, her analytical acumen complements her practical approach to problem-solving within complex organizational structures. This unique blend positions Beatriz as a key figure in navigating today’s ever-evolving business landscape.

Investment Philosophy & Strategy

Through an entrepreneurial lens, Beatriz Gutierrez Junco exemplifies a commitment to transformative leadership. Her adeptness at identifying growth catalysts drives her investment approach, focusing on innovative ventures that harness operational excellence and strategic vision. By prioritizing scalability in market initiatives, she ensures competitive differentiation while navigating complex business dynamics. This dual emphasis on creativity and efficiency positions her investments as not just financially viable but also strategically sound within their respective industries.

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:

42.68%

Gain +0.01%

Monthly

0.3%

Yearly

3.68%

Drawdown

23.84%

$419.36M

Equity

Holdings

$419.36M

Investment

$387.16M

$108.21M

Profit +$53,546.91

Realized

-$14.31M

Unrealized

$122.53M

Dividends

$9.04M

Goals

Avg. 77% completed goals

Yearly

Gain > 5%

2026

54%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.01%

Profit

$53,546.91

Win %

77%

This Week

Compared To Last Week

Gain

0.01%

Profit

$53,546.91

Win %

77%

This Month

Compared to last month

Gain

-3.5%

Profit

-$15.23M

Win %

77%

This Year

Compared to last year

Gain

2.7%

Profit

$12.65M

Win %

73%

Gainers
Losers

WDC Western Digital Corporation

+6.36%

+$25,499.13

APP AppLovin Corporation Class A Common Stock

+3.8%

+$10,737.99

JPM JPMorgan Chase & Co.

+2.31%

+$5,191.15

TSLA Tesla, Inc.

+1.82%

+$34,266.96

SMH VanEck Semiconductor ETF

+1.73%

+$6,768.45

BAC Bank of America Corporation

+1.56%

+$78,220.44

DHS WisdomTree U.S. High Dividend Fund

+1.19%

+$2,565

GRNY Fundstrat Granny Shots US Large Cap ETF

+1.15%

+$5,666.18

DELL Dell Technologies Inc.

+1.05%

+$6,081.12

IWM iShares Russell 2000 ETF

+0.87%

+$3,048.01

CVX Chevron Corporation

+0.75%

+$8,294.94

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.73%

+$13,434.73

BRK-B Berkshire Hathaway Inc.

+0.71%

+$7,795.38

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.68%

+$35,366.55

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$143,227.82

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.59%

+$2,175.5

AIG American International Group Inc.

+0.56%

+$2,165.1

IVV iShares Core S&P 500 ETF

+0.55%

+$2,809.85

VOO Vanguard S&P 500 ETF

+0.55%

+$25,396.64

SPY SPDR S&P 500 ETF Trust

+0.54%

+$1.16M

GOOGL Alphabet Inc

+0.53%

+$149,671.42

JXN Jackson Financial Inc.

+0.45%

+$3,822

GOOG Alphabet Inc

+0.45%

+$22,262.4

SPYG SPDR Portfolio S&P 500 Growth ETF

+0.41%

+$5,776.8

XOM Exxon Mobil Corporation

+0.28%

+$2,095.43

XLY Consumer Discretionary Select Sector SPDR Fund

+0.26%

+$7,800

VUG Vanguard Growth ETF

+0.18%

+$2,667.6

NVDA NVIDIA Corporation

+0.16%

+$34,463.04

JBBB Janus Henderson B-BBB CLO ETF

+0.15%

+$7,765.45

MSFT Microsoft Corp.

+0.1%

+$14,451.64

IVES Amplify Bloomberg AI Value Chain ETF

+0.05%

+$159.64

HYG iShares iBoxx $ High Yield Corporate Bond ETF

AAPL Apple Inc.

-1.52%

-$376,267.5

AMZN Amazon.com Inc

-1.23%

-$247,990.92

NFLX Netflix, Inc.

-1.14%

-$56,475.18

UBER Uber Technologies, Inc.

-1.01%

-$22,894.9

AVGO Broadcom Inc.

-0.91%

-$42,070.04

UPS United Parcel Service, Inc.

-0.51%

-$1,223.75

COIN Coinbase Global, Inc.

-0.41%

-$2,659.76

SMG Scotts Miracle-Gro Co.

-0.34%

-$1,218

META Meta Platforms Inc Class A

-0.26%

-$19,183.63

BXSL Blackstone Secured Lending Fund

-0.21%

-$601.5

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.06%

-$1,589.84

CMF iShares California Muni Bond ETF

-0.04%

-$226

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$105.34

MUB iShares National Muni Bond ETF

-0.01%

-$246.54

Events

Dividends

Dividend Analysis

No Data

Trades 372	Longs Won 205/372 55%	Profit Factor 4.16
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.18M
Average Win $694,719.63	Best Trade (Jun 14) $35.62M	Sharpe Ratio -8.89
Average Loss -$204,812.18	Worst Trade (Sep 30) -$9.07M	Z-Score 3.61 (99.97%)
Commissions $0	Avg. Trade Length 1y 3m 3w 4d	Expectancy $290,897.56

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%	0.45%
Consecutive Losing Trades	2,049	1,844	1,639	1,434	1,230	1,025	820	615	410	205