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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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.
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.
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:
100.29%
Gain +2.02%
Monthly
1.07%
Yearly
13.6%
Drawdown
29.11%
$411.75M
Equity
Holdings
$411.75M
Investment
$293.38M
$103.14M
Profit +$4.53M
Realized
-$15.23M
Unrealized
$118.37M
Dividends
$9.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.02%
Profit
$4.53M
Win %
73%
This Week
Compared To Last Week
Gain
0.17%
Profit
$693,017.44
Win %
73%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.76M
Win %
73%
This Year
Compared to last year
Gain
13.25%
Profit
$48.17M
Win %
70%
WDC Western Digital Corporation
+12.51%
+$46,215.25 
TSLA Tesla, Inc.
+2.53%
+$44,057.47 
XOM Exxon Mobil Corporation
+2.26%
+$17,121.85 
AVGO Broadcom Inc.
+2.21%
+$100,246.8 
NVDA NVIDIA Corporation
+1.97%
+$431,864.97 
BAC Bank of America Corporation
+1.32%
+$72,763.2 
VUG Vanguard Growth ETF
+0.94%
+$14,227.2 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$1.8M 
VOO Vanguard S&P 500 ETF
+0.83%
+$38,640.68 
AAPL Apple Inc.
+0.35%
+$96,157.25 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$405.54 
UPS United Parcel Service, Inc.
+0.04%
+$89 
AIG American International Group Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.01 
BXSL Blackstone Secured Lending Fund
0%
$0 
CMF iShares California Muni Bond ETF
0%
-$0.01 
COIN Coinbase Global, Inc.
0%
+$0.04 
CVX Chevron Corporation
0%
$0 
DHS WisdomTree U.S. High Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWM iShares Russell 2000 ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JXN Jackson Financial Inc.
0%
-$0.02 
META Meta Platforms Inc Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NFLX Netflix, Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.07 
SMG Scotts Miracle-Gro Co.
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.01 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 372 | Longs Won 199/372 53% | Profit Factor 3.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.14M |
| Average Win $699,489.68 | Best Trade (Jul 22) $36.5M | Sharpe Ratio -9.7 |
| Average Loss -$208,414.77 | Worst Trade (Sep 30) -$9.07M | Z-Score 0.46 (35.45%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $277,265.3 |
| 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% | 0.52% |
| Consecutive Losing Trades | 1,976 | 1,779 | 1,581 | 1,383 | 1,186 | 988 | 791 | 593 | 395 | 198 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Beatriz Gutierrez Junco?
The largest contributions to the portfolio's profits come from the following stocks: Walmart Inc - $5.03M, SPDR S&P 500 ETF Trust - $4.44M, NVIDIA Corporation - $4.39M, Invesco QQQ Trust, Series 1 - $1.03M, and Royal Caribbean Group - $546,000. 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: Alphabet Inc - $10.46M, Alphabet Inc - $1.77M, The Walt Disney Company - $1.5M, Meta Platforms Inc Class A - $1.2M, and Moderna, Inc - $1.15M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beatriz Gutierrez Junco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.25M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $6.48M, Microsoft Corp - $348,768.01, iShares iBoxx $ Investment Grade Corporate Bond ETF - $340,853.71, Apple Inc - $281,049.12, and Janus Henderson B-BBB CLO ETF - $271,740.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beatriz Gutierrez Junco's monthly returns?
Beatriz Gutierrez Junco'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 Beatriz Gutierrez Junco's strategy be considered aggressive or moderate?
Beatriz Gutierrez Junco'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 Beatriz Gutierrez Junco's strategy?
Beatriz Gutierrez Junco'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.
