JT
John Taylor-Jones Portfolio
Invests via Private Client Services LLC | Managed by Steven Richard Mills
Invests via Private Client Services LLC
Managed by Steven Richard Mills
Automatically Tracked
John Taylor-Jones Profile
With a robust background in entrepreneurship and operational leadership, John Taylor-Jones has distinguished himself in the technology sector. He has successfully launched multiple startups focused on innovative software solutions that enhance business efficiency and user engagement. Drawing upon extensive experience in corporate development, he is adept at navigating market challenges to drive growth. His current endeavors include strategic partnerships that expand product offerings while also advancing market reach within competitive landscapes. As an influential figure in tech entrepreneurship, his insights contribute significantly to the discourse around emerging technologies and their impact on industry standards.
With a robust background in entrepreneurship and operational leadership, John Taylor-Jones has distinguished himself in the technology sector. He has successfully launched multiple startups focused on innovative software solutions that enhance business efficiency and user engagement. Drawing upon extensive experience in corporate development, he is adept at navigating market challenges to drive growth. His current endeavors include strategic partnerships that expand product offerings while also advancing market reach within competitive landscapes. As an influential figure in tech entrepreneurship, his insights contribute significantly to the discourse around emerging technologies and their impact on industry standards.
Investment Philosophy & Strategy
Innovation is the cornerstone of John Taylor-Jones's investment strategy, underpinned by a track record in pioneering technology ventures. His focus lies in identifying disruptive software solutions that possess significant growth potential and can effectively address existing market inefficiencies. By leveraging his extensive entrepreneurial experience, he emphasizes dynamic partnerships to enhance scalability and operational effectiveness. This approach fosters a competitive advantage while championing forward-thinking technologies that reshape industry standards. Committed to harnessing change, he actively engages with thought leaders and emerging innovators to refine investment opportunities.
Innovation is the cornerstone of John Taylor-Jones's investment strategy, underpinned by a track record in pioneering technology ventures. His focus lies in identifying disruptive software solutions that possess significant growth potential and can effectively address existing market inefficiencies. By leveraging his extensive entrepreneurial experience, he emphasizes dynamic partnerships to enhance scalability and operational effectiveness. This approach fosters a competitive advantage while championing forward-thinking technologies that reshape industry standards. Committed to harnessing change, he actively engages with thought leaders and emerging innovators to refine investment opportunities.
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:
54.32%
Gain +0.44%
Monthly
1.3%
Yearly
16.74%
Drawdown
17.44%
$375.53M
Equity
Holdings
$375.53M
Investment
$327.62M
$79.65M
Profit +$1.13M
Realized
$30.47M
Unrealized
$49.18M
Dividends
$14.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$1.13M
Win %
69%
This Week
Compared To Last Week
Gain
0.44%
Profit
$1.65M
Win %
69%
This Month
Compared to last month
Gain
0.89%
Profit
$3.31M
Win %
69%
This Year
Compared to last year
Gain
0.76%
Profit
$2.89M
Win %
69%
NBIX Neurocrine Biosciences Inc.
+3.67%
+$13,197.61 
LLY Eli Lilly and Company
+3.49%
+$39,464.57 
AMGN Amgen Inc.
+3.29%
+$6,888 
MRK Merck & Co., Inc.
+3.25%
+$12,422.2 
EXPE Expedia Group, Inc.
+3.1%
+$13,361.12 
INCY Incyte Corporation
+2.97%
+$10,441.59 
EXEL Exelixis Inc.
+2.73%
+$48,801.69 
ABBV AbbVie Inc.
+2.26%
+$23,487.99 
CVS CVS Health Corporation
+2.23%
+$7,383.69 
JNJ Johnson & Johnson
+2.19%
+$12,565.92 
JLL Jones Lang LaSalle Inc.
+2.1%
+$6,518.99 
ROL Rollins, Inc.
+2.08%
+$4,878.32 
MCK McKesson Corporation
+1.95%
+$8,525.77 
USRT iShares Core U.S. REIT ETF
+1.85%
+$50,943.18 
CART Maplebear Inc.
+1.7%
+$18,443.3 
MAR Marriott International Inc. - Class A
+1.69%
+$5,003.77 
HD The Home Depot, Inc.
+1.69%
+$7,196.47 
IWM iShares Russell 2000 ETF
+1.66%
+$5,917.5 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
+1.64%
+$6,970.68 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.59%
+$4,714.17 
SCHA Schwab U.S. Small-Cap ETF
+1.56%
+$4,077.5 
TSLA Tesla, Inc.
+1.53%
+$7,717.89 
SCHW Charles Schwab Corporation
+1.46%
+$4,278.46 
BRK-B Berkshire Hathaway Inc.
+1.43%
+$11,354.64 
IWS iShares Russell Mid-Cap Value ETF
+1.39%
+$5,477.68 
BRK-A Berkshire Hathaway Inc.
+1.36%
+$21,710 
IJR iShares Core S&P Small-Cap ETF
+1.35%
+$3,363.52 
AFL Aflac Inc.
+1.35%
+$3,164.8 
DELL Dell Technologies Inc.
+1.34%
+$2,607.12 
FVD First Trust Value Line Dividend Index Fund
+1.33%
+$10,470.2 
SCHD Schwab U.S. Dividend Equity ETF
+1.31%
+$8,942.85 
FFIV F5 Inc.
+1.31%
+$8,865 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.3%
+$3,924.88 
VB Vanguard Small-Cap ETF
+1.27%
+$125,302.68 
NTAP NetApp, Inc.
+1.25%
+$8,195.2 
APP AppLovin Corporation Class A Common Stock
+1.24%
+$2,628.58 
VOE Vanguard Mid-Cap Value ETF
+1.23%
+$8,253 
COWZ Pacer US Cash Cows 100 ETF
+1.21%
+$18,745.05 
XLF Financial Select Sector SPDR Fund
+1.2%
+$3,689.4 
ORCL Oracle Corporation
+1.2%
+$5,096.4 
AZZ Azz Inc.
+1.17%
+$3,981.49 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+1.16%
+$29,536.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.16%
+$6,891.48 
RSP Invesco S&P 500 Equal Weight ETF
+1.15%
+$36,073.44 
CGMM Capital Group U.S. Small and Mid Cap ETF
+1.13%
+$3,517.15 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.1%
+$5,692.74 
T AT&T Inc.
+1.08%
+$2,561.75 
VYM Vanguard High Dividend Yield ETF
+1.07%
+$8,095.4 
VO Vanguard Mid-Cap ETF
+1.05%
+$96,390.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.05%
+$3,144.32 
USMV iShares MSCI USA Min Vol Factor ETF
+1.04%
+$4,077.15 
GS The Goldman Sachs Group, Inc.
+1.03%
+$3,187.58 
BRBS Blue Ridge Bankshares Inc.
+1.02%
+$2,637.52 
D Dominion Energy, Inc.
+1.01%
+$4,164.3 
LST Leuthold Select Industries ETF
+0.99%
+$19,028.42 
IJH iShares Core S&P Mid-Cap ETF
+0.98%
+$2,973.48 
PSLV Sprott Physical Silver Trust
+0.97%
+$4,436.46 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.95%
+$28,176.13 
FTCS First Trust Capital Strength ETF
+0.95%
+$2,606.62 
AMG Affiliated Managers Group Inc.
+0.95%
+$13,479.45 
CGDG Capital Group Dividend Growers ETF
+0.93%
+$10,610.25 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.92%
+$11,815.83 
V Visa Inc. Class A
+0.91%
+$8,216.15 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.89%
+$16,258.48 
NEE NextEra Energy, Inc.
+0.88%
+$2,232.15 
VZ Verizon Communications Inc.
+0.88%
+$1,753.83 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$3,559.8 
DE Deere & Company
+0.83%
+$2,932.8 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$1,628.8 
IEFA iShares Core MSCI EAFE ETF
+0.79%
+$210,353.56 
AYI Acuity Brands Inc.
+0.79%
+$8,386.28 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.78%
+$3,223.8 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.78%
+$1,728.25 
NFTY First Trust India Nifty 50 Equal Weight ETF
+0.75%
+$9,921.45 
MO Altria Group, Inc.
+0.74%
+$4,528.73 
VOT Vanguard Mid-Cap Growth ETF
+0.73%
+$1,484 
RYLD Global X Russell 2000 Covered Call ETF
+0.73%
+$1,352.67 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.71%
+$2,524.97 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.69%
+$1,497.92 
ADI Analog Devices, Inc.
+0.69%
+$3,636.9 
FTGS First Trust Growth Strength ETF
+0.68%
+$2,507.84 
MA Mastercard Incorporated
+0.65%
+$4,028 
RTX RTX Corporation
+0.64%
+$4,953.21 
ICOW Pacer Developed Markets International ETF
+0.63%
+$13,750.56 
RELY Remitly Global, Inc.
+0.62%
+$5,384.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.61%
+$1,786.26 
CVX Chevron Corporation
+0.6%
+$3,954.37 
CGCV Capital Group Conservative Equity ETF
+0.58%
+$8,623.72 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.56%
+$1,640.64 
LQTI FT Vest Investment Grade & Target Income ETF
+0.55%
+$1,771.3 
VGM Invesco Trust for Investment Grade Municipals
+0.55%
+$579.7 
EQL Alps Equal Sector Weight ETF
+0.54%
+$4,264.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.54%
+$1,553.85 
JEPI JPMorgan Equity Premium Income Fund
+0.53%
+$19,712.4 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.52%
+$1,580 
JPM JPMorgan Chase & Co.
+0.52%
+$15,319.24 
JHML John Hancock Multifactor Large Cap ETF
+0.51%
+$1,257.64 
TGT Target Corporation
+0.46%
+$940.75 
EWJ iShares MSCI Japan ETF
+0.46%
+$1,872.64 
IJUL Innovator International Developed Power Buffer ETF
+0.45%
+$4,642.19 
VT Vanguard Total World Stock ETF
+0.44%
+$914.25 
AFLG First Trust Active Factor Large Cap ETF
+0.42%
+$1,778.02 
XLSR SPDR SSGA US Sector Rotation ETF
+0.42%
+$1,125.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$1,917.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.38%
+$45,102.85 
RDVY First Trust Rising Dividend Achievers ETF
+0.37%
+$4,129.31 
SBAR Simplify Barrier Income ETF
+0.36%
+$34,832.52 
TYA Simplify Intermediate Term Treasury ETF
+0.36%
+$2,353.48 
AIQ Global X Artificial Intelligence & Technology ETF
+0.35%
+$732.38 
CGGO Capital Group Global Growth Equity ETF
+0.34%
+$2,086.11 
CGGR Capital Group Growth ETF
+0.34%
+$5,821.24 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.34%
+$931.04 
SPY SPDR S&P 500 ETF Trust
+0.34%
+$22,870.5 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.32%
+$28,697.16 
VOO Vanguard S&P 500 ETF
+0.31%
+$9,281.8 
ESGU iShares ESG Aware MSCI USA ETF
+0.31%
+$1,232.92 
IVV iShares Core S&P 500 ETF
+0.3%
+$107,146.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$1,395.36 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.3%
+$2,190.37 
CGDV Capital Group Dividend Value ETF
+0.29%
+$6,384.28 
MPC Marathon Petroleum Corporation
+0.28%
+$1,667.25 
CGUS Capital Group Core Equity ETF
+0.27%
+$4,632.48 
XLE Energy Select Sector SPDR Fund
+0.25%
+$3,468.34 
CGBL Capital Group Core Balanced ETF
+0.24%
+$9,773.19 
SCHP Schwab U.S. TIPS ETF
+0.24%
+$7,768.86 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$16,669.5 
UNP Union Pacific Corporation
+0.21%
+$549.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.21%
+$562.12 
FTCB First Trust Core Investment Grade ETF
+0.2%
+$1,862 
CGCB Capital Group Core Bond ETF
+0.2%
+$542.9 
CSCO Cisco Systems, Inc.
+0.2%
+$712.95 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$365.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$13,047.04 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.16%
+$426.42 
THRO iShares U.S. Thematic Rotation Active ETF
+0.16%
+$5,448.8 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.15%
+$460.89 
PTC PTC Inc.
+0.15%
+$3,141.57 
BUFR FT Vestladder Buffer ETF-USD I
+0.13%
+$381.85 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.12%
+$941.42 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.12%
+$4,630.56 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$547.47 
KO The Coca-Cola Company
+0.07%
+$331.38 
XLI Industrial Select Sector SPDR Fund
+0.07%
+$152.89 
AMZN Amazon.com Inc
+0.07%
+$3,108.07 
MTBA Simplify MBS ETF
+0.05%
+$847.17 
FDN First Trust Dow Jones Internet Index Fund
+0.05%
+$121.95 
SHYD VanEck Short High Yield Municipal Fund
+0.04%
+$159.35 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$404.47 
USTB VictoryShares Short-Term Bond ETF
+0.04%
+$94.58 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.04%
+$214.02 
SHLD Global X Defense Tech ETF
+0.03%
+$76.08 
HTRB Hartford Total Return Bond ETF
+0.03%
+$2,644.47 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$807.24 
VLO Valero Energy Corporation
+0.03%
+$64.13 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$86.89 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$47.13 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$147.18 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$442.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$130.71 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$210.45 
MUB iShares National Muni Bond ETF
+0.01%
+$271 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$31.25 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$11.11 
FLOT iShares Floating Rate Bond ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
IBHH iShares iBonds 2028 Term High Yield ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
0%
$0 
FIX Comfort Systems USA, Inc.
-4.58%
-$24,045.82 
GE General Electric Company
-3.67%
-$7,964.18 
KLAC KLA Corporation
-2.8%
-$19,585.98 
ETN Eaton Corporation plc
-2.43%
-$5,588.24 
PH Parker-Hannifin Corporation
-2.24%
-$6,798.1 
GEV GE Vernova Inc.
-1.99%
-$10,956.54 
PANW Palo Alto Networks, Inc.
-1.92%
-$3,521.77 
NFLX Netflix, Inc.
-1.66%
-$4,571.56 
EWY iShares MSCI South Korea ETF
-1.65%
-$5,558.14 
META Meta Platforms Inc Class A
-1.59%
-$16,785 
GOOGL Alphabet Inc
-1.14%
-$25,202.87 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-1.11%
-$11,356.4 
GOOG Alphabet Inc
-1.1%
-$32,490.25 
AAPL Apple Inc.
-1%
-$58,084.4 
MU Micron Technology, Inc.
-0.98%
-$13,183.21 
NXT Nextracker Inc.
-0.84%
-$5,902.7 
PLTR Palantir Technologies Inc.
-0.8%
-$9,354.13 
ITA iShares U.S. Aerospace & Defense ETF
-0.77%
-$3,834.34 
CVSA Adtalem Global Education Inc.
-0.73%
-$5,606.16 
WMT Walmart Inc.
-0.72%
-$8,292.6 
HGER Harbor Commodity All-Weather Fund
-0.71%
-$93,098.2 
AMD Advanced Micro Devices, Inc.
-0.61%
-$3,571.49 
PM Philip Morris International Inc.
-0.57%
-$4,427.55 
GLD SPDR Gold Shares
-0.54%
-$5,734.44 
IAU iShares Gold Trust
-0.53%
-$4,744.93 
CF CF Industries Holdings, Inc.
-0.49%
-$2,074.66 
PHYS Sprott Physical Gold Trust
-0.48%
-$13,087.8 
CTA Simplify Managed Futures Strategy ETF
-0.4%
-$21,272.4 
SMH VanEck Semiconductor ETF
-0.38%
-$3,351.6 
INTC Intel Corporation
-0.37%
-$1,217.54 
BAI iShares A.I. Innovation and Tech Active ETF
-0.35%
-$4,086.05 
SOXX iShares Semiconductor ETF
-0.34%
-$1,113.71 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.33%
-$857.34 
MSFT Microsoft Corp.
-0.31%
-$13,815.62 
SMB VanEck Short Muni ETF
-0.29%
-$706.6 
NVDA NVIDIA Corporation
-0.29%
-$13,983.39 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$3,078.4 
EXE Expand Energy Corporation
-0.27%
-$641.5 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.26%
-$6,667.7 
XOM Exxon Mobil Corporation
-0.24%
-$2,312.94 
PAVE Global X U.S. Infrastructure Development ETF
-0.23%
-$800.28 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.21%
-$1,194.15 
VUG Vanguard Growth ETF
-0.17%
-$1,185.45 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$805.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.16%
-$2,644.04 
TPR Tapestry Inc.
-0.15%
-$350.1 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-0.13%
-$2,315.12 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.12%
-$1,437.87 
KR Kroger Co.
-0.11%
-$258.02 
QQQI Neos NASDAQ-100 High Income ETF
-0.11%
-$318.84 
VGT Vanguard Information Technology ETF
-0.11%
-$946.14 
QQQ Invesco QQQ Trust, Series 1
-0.1%
-$7,076.62 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.1%
-$2,270.58 
COST Costco Wholesale Corporation
-0.09%
-$491.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,163.24 
CAT Caterpillar Inc.
-0.08%
-$337.14 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.07%
-$1,209.19 
AVGO Broadcom Inc.
-0.07%
-$1,308.56 
QQQM Invesco NASDAQ 100 ETF
-0.06%
-$384.94 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.06%
-$130.66 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.02%
-$48.8 
JNK SPDR Bloomberg High Yield Bond ETF
-0.02%
-$332.04 
NEAR iShares Short Maturity Bond ETF
-0.02%
-$98.17 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$40.12 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2102 | Longs Won 1410/2102 67% | Profit Factor 6.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,993.06 |
| Average Win $66,788.9 | Best Trade (Sep 29) $2.73M | Sharpe Ratio -9.76 |
| Average Loss -$21,011.72 | Worst Trade (Jun 28) -$503,202.49 | Z-Score 8.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $37,892 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,885 | $3.3M | $5.73M | - | $2.43M | 73.5% | -1.003% |
| ABBV AbbVie Inc. | 3,670 | $802,579.68 | $1.06M | - | $258,343.87 | 32.19% | +2.264% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 37,657 | $785,525 | $781,759.32 | - | -$3,765.68 | -0.48% | +0.121% |
| ADI Analog Devices, Inc. | 1,347 | $534,669.21 | $534,826.35 | - | $157.14 | 0.03% | +0.685% |
| AFL Aflac Inc. | 1,978 | $192,755.19 | $237,894.06 | - | $45,138.87 | 23.42% | +1.348% |
| AFLG First Trust Active Factor Large Cap ETF | 9,358 | $365,956.19 | $422,420.12 | - | $56,463.93 | 15.43% | +0.423% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,544 | $8.11M | $7.77M | - | -$339,010.9 | -4.18% | +0.168% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,329 | $216,894 | $210,326.22 | - | -$6,567.78 | -3.03% | +0.349% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,598 | $268,194 | $255,773.1 | - | -$12,420.9 | -4.63% | -0.334% |
| AMD Advanced Micro Devices, Inc. | 1,079 | $238,042.25 | $576,984.45 | - | $338,942.2 | 142.39% | -0.615% |
| AMG Affiliated Managers Group Inc. | 3,693 | $1.06M | $1.44M | - | $371,860.1 | 34.96% | +0.948% |
| AMGN Amgen Inc. | 492 | $207,559 | $215,958.48 | - | $8,399.48 | 4.05% | +3.295% |
| AMZN Amazon.com Inc | 17,268 | $3.38M | $4.54M | - | $1.16M | 34.18% | +0.069% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,048 | $261,854.58 | $277,247.52 | - | $15,392.94 | 5.88% | +0.337% |
| APP AppLovin Corporation Class A Common Stock | 787 | $313,226 | $214,426.02 | - | -$98,799.98 | -31.54% | +1.241% |
| AVGO Broadcom Inc. | 5,948 | $1.3M | $1.99M | - | $688,032.92 | 52.89% | -0.066% |
| AYI Acuity Brands Inc. | 3,437 | $1.01M | $1.07M | - | $57,668.96 | 5.7% | +0.791% |
| AZZ Azz Inc. | 2,536 | $276,753.82 | $343,780.16 | - | $67,026.34 | 24.22% | +1.172% |
| BAI iShares A.I. Innovation and Tech Active ETF | 27,240 | $1.29M | $1.15M | - | -$138,652.05 | -10.79% | -0.355% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 21,045 | $1.93M | $1.93M | - | -$2,727.66 | -0.14% | +0.011% |
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FAQ
Which stocks have generated the highest profits for John Taylor-Jones?
The largest contributions to the portfolio's profits come from the following stocks: iShares S&P 100 ETF - $3.66M, iShares Core S&P 500 ETF - $3.64M, Comfort Systems USA, Inc - $2.72M, SPDR S&P 500 ETF Trust - $2.29M, and Invesco S&P 500 Equal Weight ETF - $1.35M. 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: Pacer US Small Cap Cash Cows 100 ETF - $626,470.52, Pegasystems Inc - $529,807.36, Honeywell International Inc - $497,459.55, Adobe Inc - $425,958.91, and Evercore Inc - $394,010.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Taylor-Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.17M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $951,328.95, iShares Core S&P 500 ETF - $708,341.1, iShares iBonds 2026 Term High Yield and Income ETF - $696,776.22, JPMorgan Equity Premium Income Fund - $621,166.24, and SPDR Bloomberg 1-3 Month T-Bill ETF - $549,868.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Taylor-Jones's monthly returns?
John Taylor-Jones's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can John Taylor-Jones's strategy be considered aggressive or moderate?
John Taylor-Jones's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow John Taylor-Jones's strategy?
John Taylor-Jones'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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