Jill Grimes Portfolio
Invests via Centurion Wealth Management LLC | Managed by Olac Pallan, Sterling D. Neblett, Wendy Ann Payne, Mark C. McKaig
Invests via Centurion Wealth Management LLC
Managed by Olac Pallan, Sterling D. Neblett, Wendy Ann Payne, Mark C. McKaig
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Jill Grimes Profile
Jill Grimes is a seasoned investor-operator with extensive experience in private equity and venture capital. Her career reflects a profound commitment to driving growth and innovation within diverse sectors. Known for her leadership roles at various investment firms, she has successfully nurtured early-stage startups into market leaders through strategic initiatives and operational enhancements. With an educational background from prestigious institutions, Grimes combines financial acumen with entrepreneurial insight. Her ability to identify emerging trends makes her a pivotal figure in shaping industry trajectories.
Jill Grimes is a seasoned investor-operator with extensive experience in private equity and venture capital. Her career reflects a profound commitment to driving growth and innovation within diverse sectors. Known for her leadership roles at various investment firms, she has successfully nurtured early-stage startups into market leaders through strategic initiatives and operational enhancements. With an educational background from prestigious institutions, Grimes combines financial acumen with entrepreneurial insight. Her ability to identify emerging trends makes her a pivotal figure in shaping industry trajectories.
Investment Philosophy & Strategy
Growth opportunities within emerging markets capture attention, as Jill Grimes leverages her substantial experience to catalyze transformation in startups. Her background emphasizes operational improvements and a strong leadership approach that identifies market trends early on. This depth of knowledge underpins investment strategies that prioritize innovation alongside financial viability. By fostering dynamic relationships across various sectors, she crafts tailored solutions for portfolio companies to realize their potential fully. Through a blend of strategic insight and hands-on management, the focus remains steadfast on navigating complex landscapes while driving sustainable success.
Growth opportunities within emerging markets capture attention, as Jill Grimes leverages her substantial experience to catalyze transformation in startups. Her background emphasizes operational improvements and a strong leadership approach that identifies market trends early on. This depth of knowledge underpins investment strategies that prioritize innovation alongside financial viability. By fostering dynamic relationships across various sectors, she crafts tailored solutions for portfolio companies to realize their potential fully. Through a blend of strategic insight and hands-on management, the focus remains steadfast on navigating complex landscapes while driving sustainable 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:
65.07%
Gain -0.54%
Monthly
1.54%
Yearly
20.13%
Drawdown
21.73%
$412.2M
Equity
Holdings
$412.2M
Investment
$334.21M
$129.55M
Profit -$1.98M
Realized
$51.56M
Unrealized
$77.99M
Dividends
$26.08M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.98M
Win %
73%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.98M
Win %
73%
This Month
Compared to last month
Gain
-1.12%
Profit
-$4.67M
Win %
73%
This Year
Compared to last year
Gain
-1.37%
Profit
-$5.8M
Win %
73%
SNDK SanDisk Corporation
+9.85%
+$45,624.33 
WDC Western Digital Corporation
+8.42%
+$41,050 
MMM 3M Company
+8.29%
+$44,815.82 
STX Seagate Technology Holdings plc
+7.51%
+$69,901.6 
AMAT Applied Materials, Inc.
+6.71%
+$63,767.25 
CBRS Cerebras Systems Inc.
+6.56%
+$34,609.41 
DELL Dell Technologies Inc.
+5.9%
+$40,328.51 
INTC Intel Corporation
+5.72%
+$19,051.38 
AMD Advanced Micro Devices, Inc.
+4.71%
+$23,083.81 
BAI iShares A.I. Innovation and Tech Active ETF
+4.46%
+$159,311.34 
SCCO Southern Copper Corporation
+4.17%
+$10,876.84 
KLAC KLA Corporation
+4.13%
+$6,473.08 
KLIC Kulicke & Soffa Industries, Inc.
+4.05%
+$51,637.5 
ORCL Oracle Corporation
+3.68%
+$14,858.28 
GLW Corning Incorporated
+3.66%
+$5,840 
ANET Arista Networks, Inc.
+3.47%
+$11,153 
ASML ASML Holding N.V. New York Registry Shares
+3.45%
+$19,486.99 
NTAP NetApp, Inc.
+3.21%
+$6,705.49 
MTUM iShares MSCI USA Momentum Factor ETF
+2.74%
+$63,325.36 
PWB Invesco Large Cap Growth ETF
+2.58%
+$9,192.96 
TXN Texas Instruments Inc
+2.53%
+$9,793.15 
SPMO Invesco S&P 500 Momentum ETF
+2.41%
+$13,537.2 
GEV GE Vernova Inc.
+2.31%
+$10,518.33 
GDX VanEck Gold Miners ETF
+2.28%
+$56,350 
XLK State Street Technology Select Sector SPDR ETF
+2.02%
+$11,592.12 
WF Woori Financial Group Inc. Sponsored ADR
+2%
+$8,528.25 
SGDM Sprott Gold Miners ETF
+1.99%
+$7,585.11 
CAT Caterpillar Inc.
+1.98%
+$31,916.17 
TT Trane Technologies plc
+1.95%
+$13,255.05 
AIQ Global X Artificial Intelligence & Technology ETF
+1.95%
+$114,468.7 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$118,542.91 
IBIT iShares Bitcoin Trust
+1.91%
+$15,026.37 
BTC Grayscale Bitcoin Mini Trust ETF
+1.91%
+$50,842 
VVOS Vivos Therapeutics, Inc.
+1.9%
+$278.34 
STLD Steel Dynamics Inc.
+1.89%
+$5,193.9 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.87%
+$29,589.84 
AVEM Avantis Emerging Markets Equity ETF
+1.84%
+$17,021.56 
TSLA Tesla, Inc.
+1.83%
+$21,761.97 
BHP BHP Group Ltd.
+1.81%
+$6,351 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+1.75%
+$15,465.33 
FTEC Fidelity MSCI Information Technology Index ETF
+1.73%
+$7,553.52 
NVDA NVIDIA Corporation
+1.73%
+$123,027.52 
EWJV iShares MSCI Japan Value ETF
+1.73%
+$3,760.2 
IYW iShares U.S. Technology ETF
+1.5%
+$6,746.42 
LYG Lloyds Banking Group Plc ADR
+1.5%
+$1,752.49 
APD Air Products and Chemicals, Inc.
+1.48%
+$3,942.11 
CMI Cummins Inc.
+1.43%
+$18,311.12 
MGNR American Beacon GLG Natural Resources ETF
+1.39%
+$4,075.5 
GS The Goldman Sachs Group, Inc.
+1.24%
+$4,554.44 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$12,803.48 
NUE Nucor Corporation
+1.21%
+$4,222.04 
CSCO Cisco Systems, Inc.
+1.2%
+$12,120.29 
COP ConocoPhillips
+1.18%
+$4,433.32 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.18%
+$23,462.18 
UBS UBS Group AG
+1.18%
+$3,932.5 
CORO Ishares International Country Rotational Active ETF
+1.17%
+$14,254.47 
FENI Fidelity Enhanced International ETF
+1.15%
+$5,801.25 
BLCR iShares Large Cap Core ACT ETF
+1.15%
+$9,982.23 
QGRW WisdomTree U.S. Quality Growth Fund
+1.14%
+$119,516.66 
AVGO Broadcom Inc.
+1.14%
+$12,601.53 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.12%
+$145,066.78 
UNH UnitedHealth Group Incorporated
+1.11%
+$11,901.27 
MS Morgan Stanley
+1.09%
+$2,594.4 
ICVT iShares Convertible Bond ETF
+1.09%
+$6,351.28 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$2,089.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.98%
+$10,814.1 
IAU iShares Gold Trust
+0.97%
+$20,399.85 
FBCG Fidelity Blue Chip Growth Fund
+0.97%
+$19,233.41 
ELV Elevance Health, Inc.
+0.96%
+$5,070.06 
SGOL abrdn Physical Gold Shares ETF
+0.96%
+$33,691.32 
MMTM SPDR S&P 1500 Momentum Tilt ETF
+0.95%
+$3,007.49 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.92%
+$28,862.01 
SNOW Snowflake Inc.
+0.86%
+$2,084.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.84%
+$7,830.2 
ETN Eaton Corporation plc
+0.83%
+$4,161.64 
THRO iShares U.S. Thematic Rotation Active ETF
+0.83%
+$22,831.9 
EFG iShares MSCI EAFE Growth ETF
+0.81%
+$8,497.79 
AOD Abrdn Total Dynamic Dividend Fund
+0.81%
+$2,137.07 
IUSG iShares Core S&P U.S. Growth ETF
+0.8%
+$3,182.55 
JCE Nuveen Core Equity Alpha Fund
+0.8%
+$1,660.23 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.79%
+$59,718.84 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.77%
+$1,478.48 
BOE BlackRock Enhanced Global Dividend Trust
+0.75%
+$7,790.49 
ASGI abrdn Global Infrastructure Fund
+0.71%
+$4,370.36 
GRMN Garmin Ltd.
+0.71%
+$1,730 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.68%
+$3,302.4 
FNDF Schwab Fundamental International Large Company Index ETF
+0.66%
+$21,833.33 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.65%
+$2,637.41 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.65%
+$57,841.51 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.65%
+$15,545.32 
FFA First Trust Enhanced Equity Income Fund
+0.62%
+$3,895.78 
VLO Valero Energy Corporation
+0.62%
+$5,772.1 
IOVA Iovance Biotherapeutics, Inc.
+0.6%
+$2,075.04 
ITRN Ituran Location and Control Ltd.
+0.59%
+$1,897.5 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.57%
+$5,830.94 
EFV iShares MSCI EAFE Value ETF
+0.56%
+$24,080.76 
SHEL Shell plc
+0.56%
+$3,795.84 
EFA iShares MSCI EAFE ETF
+0.55%
+$1,679.44 
GDV Gabelli Dividend & Income Trust
+0.55%
+$1,459.52 
CVX Chevron Corporation
+0.53%
+$1,901.98 
JQC Nuveen Credit Strategies Income Fund
+0.53%
+$1,661.62 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$3,093.2 
AVK Advent Convertible and Income Fund
+0.48%
+$1,968.9 
DSI iShares MSCI KLD 400 Social ETF
+0.46%
+$1,076.48 
SCHW Charles Schwab Corporation
+0.46%
+$2,681.35 
MRK Merck & Co., Inc.
+0.45%
+$2,334.58 
NCDL Nuveen Churchill Direct Lending Corp.
+0.4%
+$15,615.4 
ET Energy Transfer L.P.
+0.39%
+$991.76 
GMOI GMO International Value ETF
+0.39%
+$1,687.5 
LVHI Franklin International Low Volatility High Dividend ETF
+0.38%
+$3,683.84 
WDI Western Asset Diversified Income Fund
+0.37%
+$1,081.55 
VXF Vanguard Extended Market ETF
+0.35%
+$843.28 
IVV iShares Core S&P 500 ETF
+0.35%
+$53,037.27 
META Meta Platforms Inc Class A
+0.34%
+$4,852.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$1,001.7 
WFC Wells Fargo & Company
+0.32%
+$1,141.56 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$6,328.35 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,468.3 
VOO Vanguard S&P 500 ETF
+0.32%
+$24,666.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$10,088.95 
OEF iShares S&P 100 ETF
+0.3%
+$10,054.09 
SPYI NEOS S&P 500 High Income ETF
+0.29%
+$29,331.27 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$15,641.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.27%
+$65,930.76 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.26%
+$1,301.08 
EVR Evercore Inc.
+0.25%
+$693 
QCOM QUALCOMM Incorporated
+0.24%
+$693.05 
VO Vanguard Mid-Cap ETF
+0.2%
+$550.08 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.18%
+$5,150.52 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$617.12 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$979.99 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$179.37 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.09%
+$1,842.16 
GE General Electric Company
+0.07%
+$350.77 
JPIB JPMorgan International Bond ETF
+0.06%
+$348.03 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.06%
+$255.44 
WELL Welltower Inc.
+0.06%
+$176.4 
RVT Royce Small-Cap Trust, Inc.
+0.06%
+$134.51 
FDVV Fidelity High Dividend ETF
+0.05%
+$178.77 
VOOV Vanguard S&P 500 Value ETF
+0.04%
+$224.1 
DLR Digital Realty Trust, Inc.
+0.04%
+$278.1 
MLPA Global X MLP ETF
+0.04%
+$560 
PFE Pfizer Inc.
+0.04%
+$98.8 
LLY Eli Lilly and Company
+0.03%
+$577.47 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$170.59 
FALN iShares Fallen Angels USD Bond ETF
+0.02%
+$203.12 
JPIE JPMorgan Income ETF
+0.01%
+$354.66 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$85.83 
AGX Argan Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.01 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
$0 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
0%
$0 
SPXE ProShares S&P 500 Ex-Energy ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FICO Fair Isaac Corporation
-4.95%
-$19,772.12 
NOC Northrop Grumman Corporation
-4.57%
-$10,662.21 
LMT Lockheed Martin Corporation
-2.89%
-$10,620.63 
SHOP Shopify Inc.
-2.43%
-$7,563.02 
WM Waste Management, Inc.
-2.32%
-$13,558.66 
LHX L3Harris Technologies, Inc.
-2.25%
-$4,948.56 
MDT Medtronic plc
-1.93%
-$5,129.46 
HD The Home Depot, Inc.
-1.74%
-$8,120.91 
V Visa Inc. Class A
-1.48%
-$22,274.88 
MA Mastercard Incorporated
-1.38%
-$4,953.78 
LOW Lowe's Companies Inc.
-1.3%
-$2,910.05 
MO Altria Group, Inc.
-1.3%
-$4,202.04 
PG Procter & Gamble Co
-1.2%
-$16,838.9 
AMT American Tower Corporation
-1.16%
-$5,016.84 
COF Capital One Financial Corporation
-1.16%
-$4,894.72 
TGT Target Corporation
-1.14%
-$2,497.89 
SHLD Global X Defense Tech ETF
-1.12%
-$2,694.74 
SAIC Science Applications International Corporation Common Stock
-1.1%
-$13,987.58 
MCD McDonald's Corporation
-1.08%
-$5,393.4 
COST Costco Wholesale Corporation
-1.07%
-$6,307.35 
ADP Automatic Data Processing Inc.
-1.04%
-$3,421.15 
RTX RTX Corporation
-0.99%
-$3,861.93 
ACN Accenture plc Class A
-0.98%
-$4,162.02 
DGX Quest Diagnostics Inc.
-0.98%
-$2,253.3 
GRAB Grab Holdings Limited
-0.97%
-$801.53 
WMT Walmart Inc.
-0.92%
-$5,963.67 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$1,922.8 
INFY Infosys Limited
-0.88%
-$1,250 
KO The Coca-Cola Company
-0.84%
-$7,641.75 
AMZN Amazon.com Inc
-0.81%
-$32,143.18 
UNM Unum Group
-0.81%
-$2,700 
AXP American Express Company
-0.8%
-$4,934.34 
PEP PepsiCo, Inc.
-0.77%
-$1,882.42 
LVHD Franklin U.S. Low Volatility ETF
-0.76%
-$7,337.54 
ITA iShares U.S. Aerospace & Defense ETF
-0.75%
-$5,316.39 
SBUX Starbucks Corporation
-0.74%
-$1,825.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.72%
-$63,067.84 
BKNG Booking Holdings Inc.
-0.71%
-$1,903.36 
GD General Dynamics Corporation
-0.66%
-$4,376.55 
IHAK iShares Cybersecurity and Tech ETF
-0.64%
-$4,130.8 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$9,546.5 
GOOGL Alphabet Inc
-0.62%
-$12,290.78 
SPLV Invesco S&P 500 Low Volatility ETF
-0.62%
-$1,906.79 
PM Philip Morris International Inc.
-0.61%
-$2,734.29 
MSFT Microsoft Corp.
-0.59%
-$27,320.6 
GOOG Alphabet Inc
-0.58%
-$16,065 
DUK Duke Energy Corporation
-0.58%
-$2,014.07 
FVD First Trust Value Line Dividend Index Fund
-0.55%
-$9,016.11 
AAPL Apple Inc.
-0.54%
-$66,723.69 
NEE NextEra Energy, Inc.
-0.5%
-$4,479.64 
MAR Marriott International Inc. - Class A
-0.48%
-$1,958.87 
TLH iShares 10-20 Year Treasury Bond ETF
-0.48%
-$15,479.45 
XLU Utilities Select Sector SPDR Fund
-0.48%
-$6,832.27 
AMGN Amgen Inc.
-0.45%
-$3,915.56 
HUM Humana Inc.
-0.42%
-$1,351.72 
COWZ Pacer US Cash Cows 100 ETF
-0.42%
-$7,726.05 
DIS The Walt Disney Company
-0.41%
-$1,490.8 
DGRO iShares Core Dividend Growth ETF
-0.38%
-$8,741.47 
JNJ Johnson & Johnson
-0.37%
-$5,775.76 
CRWD CrowdStrike Holdings, Inc.
-0.37%
-$1,109.62 
CMCSA Comcast Corp
-0.34%
-$706.8 
GHY PGIM Global High Yield Fund, Inc.
-0.34%
-$1,070.6 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.33%
-$1,134.3 
BIEAX Brandes International Equity Fund Class A
-0.31%
-$1,935.81 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$674.58 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.29%
-$3,876.39 
MBB iShares MBS ETF
-0.28%
-$8,947.08 
MCN XAI Madison Equity Premium Income Fund
-0.27%
-$1,266.39 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$13,275 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.26%
-$652.38 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.26%
-$1,051.6 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,968.32 
JBND JPMorgan Active Bond ETF
-0.26%
-$19,700.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$518.4 
IVE ISHARES S&P 500 VALUE ETF
-0.25%
-$15,575.32 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.25%
-$2,991.67 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.24%
-$757.16 
GOVT iShares U.S. Treasury Bond ETF
-0.24%
-$5,152.68 
BAC Bank of America Corporation
-0.23%
-$1,280.86 
VPLS Vanguard Core-Plus Bond ETF
-0.21%
-$3,089.46 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.21%
-$855.53 
FBND Fidelity Total Bond ETF
-0.21%
-$3,200.17 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$13,883.13 
BLK BlackRock, Inc.
-0.19%
-$1,084.01 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$3,278.94 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.18%
-$1,426.37 
PFFV Global X Variable Rate Preferred ETF
-0.18%
-$463.84 
PANW Palo Alto Networks, Inc.
-0.15%
-$452.09 
MUB iShares National Muni Bond ETF
-0.15%
-$1,488.8 
NFLX Netflix, Inc.
-0.13%
-$254.25 
SYSB iShares Systematic Bond ETF
-0.12%
-$284.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$825.63 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.12%
-$734.94 
JCPB JPMorgan Core Plus Bond ETF
-0.12%
-$720.12 
D Dominion Energy, Inc.
-0.11%
-$420.64 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.1%
-$783.75 
LAMR Lamar Advertising Company
-0.1%
-$392.96 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$1,639.71 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.09%
-$190.43 
DBND DoubleLine Opportunistic Bond ETF
-0.09%
-$1,191.87 
TFC Truist Financial Corporation
-0.09%
-$429.48 
IBM International Business Machines Corporation
-0.08%
-$171.02 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,126.88 
EOD Allspring Global Dividend Opportunity Fund
-0.08%
-$100.47 
FELV Fidelity Enhanced Large Cap Value ETF
-0.07%
-$322.29 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$275.17 
JFR Nuveen Floating Rate Income Fund
-0.07%
-$119.62 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$1,173.83 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$140.65 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$126.3 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$283.8 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$527.4 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$650.35 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.04%
-$227.15 
FLTB Fidelity Limited Term Bond ETF
-0.04%
-$359.12 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$2,006.02 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.03%
-$928.14 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$595.56 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$100 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$64.68 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$431.52 
JPM JPMorgan Chase & Co.
-0.01%
-$240.4 
ABBV AbbVie Inc.
-0.01%
-$82.95 
BINC iShares Flexible Income Active ETF
-0.01%
-$279.17 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.01%
-$23 
VTV Vanguard Value ETF
-0.01%
-$18.31 Events
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Dividends
Dividend Analysis
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| Trades 2431 | Longs Won 1691/2431 69% | Profit Factor 11.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,964.94 |
| Average Win $84,007.1 | Best Trade (Jul 28) $5.72M | Sharpe Ratio -11.52 |
| Average Loss -$16,906.15 | Worst Trade (Jun 30) -$1.58M | Z-Score 9.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $53,288.95 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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FAQ
Which stocks have generated the highest profits for Jill Grimes?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.41M, iShares Core S&P 500 ETF - $4.98M, Apple Inc - $4.87M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $4.29M, and JPMorgan Equity Premium Income Fund - $3.4M. 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: iShares Bitcoin Trust - $1.73M, iShares Cybersecurity and Tech ETF - $514,506.4, Strategy Inc - $451,280, UnitedHealth Group Incorporated - $363,633.87, and The Trade Desk, Inc. Class A - $360,436.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jill Grimes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.08M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $3.01M, JPMorgan Nasdaq Equity Premium Income ETF - $2.57M, iShares Core Universal USD Bond ETF - $1.21M, iShares Treasury Floating Rate Bond ETF - $960,123.91, and iShares Core S&P 500 ETF - $763,284.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jill Grimes's monthly returns?
Jill Grimes'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 Jill Grimes's strategy be considered aggressive or moderate?
Jill Grimes'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 Jill Grimes's strategy?
Jill Grimes'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.
