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
Automatically Tracked
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:
91.66%
Gain -0.26%
Monthly
1.51%
Yearly
19.68%
Drawdown
21.67%
$417.14M
Equity
Holdings
$417.14M
Investment
$337.37M
$139.75M
Profit -$692,630.52
Realized
$59.98M
Unrealized
$79.77M
Dividends
$28.23M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$692,630.52
Win %
75%
This Week
Compared To Last Week
Gain
0.75%
Profit
$3.12M
Win %
75%
This Month
Compared to last month
Gain
0.66%
Profit
$2.73M
Win %
75%
This Year
Compared to last year
Gain
0.32%
Profit
$1.28M
Win %
73%
MSTR Strategy Inc.
+7.71%
+$17,608 
DELL Dell Technologies Inc. Class C Common Stock
+5.57%
+$35,863.24 
CRWD CrowdStrike Holdings, Inc.
+5.37%
+$15,603.8 
GEV GE Vernova Inc.
+4.24%
+$15,445.88 
STX Seagate Technology Holdings plc
+4.06%
+$29,811.2 
AMD Advanced Micro Devices Inc.
+3.89%
+$18,096.01 
WDC Western Digital Corp.
+3.85%
+$14,014.99 
TSLA Tesla, Inc.
+3.52%
+$39,720.75 
IQV IQVIA Holdings Inc.
+3.44%
+$8,445.56 
NTAP NetApp, Inc.
+3.24%
+$8,819.6 
ETN Eaton Corporation plc
+3.17%
+$15,475.89 
TXN Texas Instruments Inc.
+3.09%
+$11,697.8 
MS Morgan Stanley Common Stock
+3.05%
+$6,248.35 
ET Energy Transfer LP
+3.04%
+$7,376.22 
IBM International Business Machines Corporation
+2.86%
+$6,539.4 
COF Capital One Financial Corp.
+2.86%
+$6,664.32 
IHAK iShares Cybersecurity and Tech ETF
+2.82%
+$16,957.44 
ASML ASML Holding N.V. NY Registered Shares
+2.76%
+$11,800.49 
IBIT iShares Bitcoin Trust ETF
+2.31%
+$13,598.28 
PANW Palo Alto Networks, Inc.
+2.25%
+$6,525.45 
NVDA NVIDIA Corporation
+2.21%
+$155,612.73 
GS The Goldman Sachs Group, Inc.
+2.04%
+$5,660.6 
BAI iShares A.I. Innovation and Tech Active ETF
+1.95%
+$58,507.82 
CAT Caterpillar Inc.
+1.94%
+$24,625.94 
MAR Marriott International, Inc. Class A Common Stock
+1.93%
+$7,749.31 
TT Trane Technologies plc
+1.86%
+$12,498.44 
XLK State Street Technology Select Sector SPDR ETF
+1.66%
+$8,510.04 
ANET Arista Networks Inc.
+1.62%
+$3,214.21 
FTEC Fidelity MSCI Information Technology Index ETF
+1.58%
+$7,337.63 
AXP American Express Company
+1.56%
+$8,729.6 
IYW iShares U.S. Technology ETF
+1.5%
+$6,224.98 
LYG Lloyds Banking Group plc ADR
+1.48%
+$1,586.96 
META Meta Platforms Inc Class A
+1.45%
+$20,601.62 
PWB Invesco Large Cap Growth ETF
+1.41%
+$4,976.64 
SNDK Sandisk Corp.
+1.4%
+$5,751.02 
AAPL Apple Inc.
+1.4%
+$154,527.99 
UBS UBS Group AG
+1.35%
+$4,184.96 
MTUM iShares MSCI USA Momentum Factor ETF
+1.35%
+$15,304 
FFA First Trust Enhanced Equity Income Fund
+1.35%
+$8,347.8 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF
+1.35%
+$18,831.42 
KLIC Kulicke & Soffa Industries, Inc.
+1.32%
+$13,515 
NUE Nucor Corporation
+1.27%
+$4,999.94 
BLK BlackRock, Inc.
+1.27%
+$7,661.17 
AIQ Global X Artificial Intelligence & Technology ETF
+1.25%
+$78,711.65 
INTC Intel Corporation
+1.23%
+$3,516.56 
SAIC Science Applications International Corporation
+1.23%
+$15,217.63 
SNOW Snowflake Inc. Common Stock
+1.21%
+$3,099.59 
MMM 3M Company
+1.19%
+$6,919 
SHOP Shopify Inc.
+1.07%
+$4,114.39 
QQQ Invesco QQQ Trust, Series 1
+1.06%
+$14,629.76 
FBCG Fidelity Blue Chip Growth ETF
+1.01%
+$22,097.42 
CMI Cummins Inc.
+1.01%
+$10,884.21 
DGX Quest Diagnostics Incorporated
+0.98%
+$2,586.3 
AMAT Applied Materials Inc.
+0.98%
+$6,165.83 
QCOM QUALCOMM Incorporated
+0.98%
+$3,045.82 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.96%
+$2,032.86 
JPC Nuveen Preferred & Income Opportunities Fund
+0.96%
+$3,542.43 
IWF iShares Russell 1000 Growth ETF
+0.92%
+$1,830.6 
SPMO Invesco S&P 500 Momentum ETF
+0.9%
+$4,215.13 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.89%
+$118,405.71 
AVGO Broadcom Inc.
+0.88%
+$6,985.12 
VUG Vanguard Morningstar Growth ETF
+0.87%
+$1,846.05 
LAMR Lamar Advertising Company Class A
+0.87%
+$3,293.72 
ICVT iShares Convertible Bond ETF
+0.84%
+$2,923.07 
BIEAX Brandes International Equity Fund Class A
+0.83%
+$5,377.25 
DLR Digital Realty Trust Inc.
+0.83%
+$5,376.6 
VXF Vanguard Extended Market ETF
+0.8%
+$1,869.44 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+0.79%
+$8,063.18 
IVW iShares S&P 500 Growth ETF
+0.77%
+$66,625.69 
JCE Nuveen Core Equity Alpha Fund
+0.76%
+$1,697.67 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.75%
+$3,014.83 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.75%
+$3,467.52 
SCHW The Charles Schwab Corporation
+0.75%
+$3,882.8 
CSCO Cisco Systems, Inc.
+0.73%
+$7,132.32 
QGRW WisdomTree U.S. Quality Growth Fund
+0.72%
+$80,591.77 
SPXE ProShares S&P 500 Ex-Energy ETF
+0.7%
+$1,867.57 
MRK Merck & Co., Inc.
+0.69%
+$4,267.29 
TFC Truist Financial Corporation
+0.68%
+$2,909.76 
IUSG iShares Core S&P U.S. Growth ETF
+0.67%
+$2,736.85 
CVX Chevron Corporation
+0.63%
+$2,704.11 
DSI iShares ESG MSCI KLD 400 ETF
+0.6%
+$1,551.4 
XLU State Street Utilities Select Sector SPDR ETF
+0.6%
+$6,587.75 
ESGU iShares ESG Aware MSCI USA ETF
+0.59%
+$2,247 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.59%
+$1,352.8 
THRO iShares U.S. Thematic Rotation Active ETF
+0.58%
+$12,783.92 
DFUS Dimensional U.S. Equity Market ETF
+0.57%
+$1,157.1 
SCHX Schwab U.S. Large-Cap ETF
+0.56%
+$2,291.77 
VOO Vanguard S&P 500 ETF
+0.56%
+$40,574.5 
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF
+0.55%
+$1,756.3 
UNM Unum Group
+0.55%
+$1,931.88 
VTI Vanguard Total Stock Market ETF
+0.55%
+$18,049.72 
DFAU Dimensional U.S. Core Equity Market ETF
+0.54%
+$1,096.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.53%
+$1,654.51 
IVV iShares Core S&P 500 ETF
+0.53%
+$114,151.85 
BLCR iShares Large Cap Core Active ETF
+0.53%
+$11,861.72 
SPY State Street SPDR S&P 500 ETF Trust
+0.52%
+$10,266.27 
BRK-B Berkshire Hathaway Inc.
+0.5%
+$7,941.88 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.5%
+$2,158.89 
BRK-A Berkshire Hathaway Inc.
+0.48%
+$3,870 
ADP Automatic Data Processing Inc.
+0.47%
+$1,800.05 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.47%
+$2,912 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.46%
+$17,153.22 
VIGI Vanguard International Dividend Appreciation ETF
+0.46%
+$9,994.5 
CORO iShares International Country Rotation Active ETF
+0.46%
+$17,707.97 
SGDM Sprott Gold Miners ETF
+0.45%
+$2,139.39 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.45%
+$879.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.45%
+$37,892.42 
OEF iShares S&P 100 ETF
+0.45%
+$3,416.28 
EFG iShares MSCI EAFE Growth ETF
+0.42%
+$8,202 
BAC Bank of America Corporation
+0.41%
+$1,718.22 
IJH iShares Core S&P Mid-Cap ETF
+0.38%
+$2,468.52 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.38%
+$96,773.43 
VLO Valero Energy Corporation
+0.38%
+$4,892.09 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.37%
+$1,821.51 
AVK Advent Convertible and Income Fund
+0.37%
+$1,243.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.36%
+$15,295.84 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.36%
+$6,359.76 
VOOV Vanguard S&P 500 Value ETF
+0.33%
+$1,426.72 
ACWX iShares MSCI ACWI ex U.S. ETF
+0.33%
+$8,789.62 
EFA iShares MSCI EAFE ETF
+0.33%
+$1,019.66 
EWJV iShares MSCI Japan Value ETF
+0.33%
+$751.75 
GHY PGIM Global High Yield Fund, Inc.
+0.33%
+$936.77 
IVE iShares S&P 500 Value ETF
+0.32%
+$18,421.97 
INFY Infosys Ltd. ADR
+0.32%
+$500 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.31%
+$1,158.21 
V Visa Inc. Class A
+0.31%
+$5,101.7 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.31%
+$14,019.66 
FENI Fidelity Enhanced International ETF
+0.29%
+$2,038.03 
AVEM Avantis Emerging Markets Equity ETF
+0.27%
+$1,063.44 
IDEF iShares Defense Industrials Active ETF
+0.27%
+$1,943.28 
GD General Dynamics Corp.
+0.26%
+$1,593.1 
COP ConocoPhillips
+0.23%
+$1,023.09 
COST Costco Wholesale Corp
+0.23%
+$1,075.76 
VBR Vanguard Small-Cap Value ETF
+0.22%
+$1,524.21 
IEFA iShares Core MSCI EAFE ETF
+0.21%
+$1,351.15 
JFR Nuveen Floating Rate Income Fund
+0.21%
+$358.86 
EVR Evercore Inc. Class A Common Stock
+0.21%
+$428.99 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.2%
+$4,717.65 
VIG Vanguard Dividend Appreciation ETF
+0.18%
+$9,248.43 
MA Mastercard Inc. Class A Common Stock
+0.18%
+$657.67 
PEP PepsiCo, Inc.
+0.17%
+$403.64 
EFV iShares MSCI EAFE Value ETF
+0.17%
+$4,641.57 
FDVV Fidelity High Dividend ETF
+0.17%
+$669.48 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
+0.17%
+$447.84 
GDX VanEck Gold Miners ETF
+0.16%
+$4,928.07 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.15%
+$324.8 
AOD abrdn Total Dynamic Dividend Fund
+0.15%
+$322.06 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.14%
+$4,265.28 
FELV Fidelity Enhanced Large Cap Value ETF
+0.14%
+$780 
AMGN Amgen Inc. Common Stock
+0.14%
+$1,375.55 
VTV Vanguard Morningstar Value ETF
+0.14%
+$551.8 
IALT iShares Systematic Alternatives Active ETF
+0.13%
+$2,879.28 
FNDF Schwab Fundamental International Equity ETF
+0.13%
+$4,877.46 
GRMN Garmin Ltd.
+0.12%
+$350.01 
IAU iShares Gold Trust
+0.12%
+$1,953.45 
XOM ExxonMobil Holdings Corporation
+0.11%
+$1,863.14 
QUAL iShares MSCI USA Quality Factor ETF
+0.09%
+$2,572.71 
MCN XAI Madison Equity Premium Income Fund
+0.09%
+$422.42 
BINC iShares Flexible Income Active ETF
+0.09%
+$465.39 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$945.36 
WFC Wells Fargo & Company
+0.09%
+$256.69 
VYM Vanguard High Dividend Yield ETF
+0.08%
+$1,842.12 
MSFT Microsoft Corporation Common Stock
+0.07%
+$4,168.78 
FALN iShares Fallen Angels USD Bond ETF
+0.06%
+$638.34 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.05%
+$510.38 
SGOL abrdn Physical Gold Shares ETF
+0.05%
+$1,862.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$895.55 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.04%
+$219.39 
VGLT Vanguard Long-Term Treasury ETF
+0.04%
+$351.48 
SPLV Invesco S&P 500 Low Volatility ETF
+0.03%
+$101.42 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.03%
+$170.28 
AMZN Amazon.com Inc
+0.03%
+$1,078.77 
ELV Elevance Health, Inc.
+0.03%
+$166.09 
EVTR Eaton Vance Total Return Bond ETF
+0.02%
+$51.34 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$460.04 
MBB iShares MBS ETF
+0.02%
+$180.19 
TLH iShares 10-20 Year Treasury Bond ETF
+0.02%
+$189.91 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.01%
+$23.66 
MBBA iShares Mortgage-Backed Securities Active ETF
+0.01%
+$35.2 
NEAR iShares Short Duration Bond Active ETF
+0.01%
+$110.04 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$86.11 
VRIG Invesco Variable Rate Investment Grade ETF
+0.01%
+$206.97 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.01%
+$38.88 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FNDX Schwab Fundamental U.S. Large Company ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
WDI Western Asset Diversified Income Fund
0%
$0 0032
00326W114
0%
$0 
BKNG Booking Holdings Inc.
-3.92%
-$9,231.96 
SCCO Southern Copper Corporation
-3.37%
-$10,285.27 
VVOS Vivos Therapeutics, Inc.
-3.27%
-$164.15 
AMT American Tower Corporation
-3.21%
-$13,446.1 
GRAB Grab Holdings Ltd. Class A
-2.6%
-$1,156.5 
MDT Medtronic plc
-1.91%
-$5,779.33 
GOOG Alphabet Inc
-1.88%
-$45,680.89 
GE General Electric Company
-1.81%
-$8,214.4 
GOOGL Alphabet Inc
-1.8%
-$32,572.41 
RTX RTX Corporation
-1.76%
-$7,004.14 
BHP BHP Group Ltd. Sponsored ADR
-1.73%
-$6,177 
PM Philip Morris International Inc.
-1.73%
-$8,089.46 
AGX Argan Inc.
-1.59%
-$5,560.01 
ORCL Oracle Corporation
-1.56%
-$6,689.16 
ABBV AbbVie Inc.
-1.53%
-$11,686.31 
CBRS Cerebras Systems Inc. Class A Common Stock
-1.34%
-$13,155.08 
PG The Procter & Gamble Company
-1.31%
-$14,971.91 
MO Altria Group, Inc.
-1.28%
-$4,058.75 
CF CF Industries Holdings, Inc.
-1.15%
-$2,388.16 
WELL Welltower Inc.
-1.06%
-$3,175.2 
TX Ternium S.A. Sponsored ADR
-0.98%
-$2,632.5 
PFE Pfizer Inc.
-0.91%
-$2,409.28 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.89%
-$11,871.22 
JNJ Johnson & Johnson
-0.87%
-$13,558.23 
WM Waste Management Inc.
-0.85%
-$5,039.1 
KO The Coca-Cola Company
-0.81%
-$8,388.05 
HD The Home Depot, Inc.
-0.71%
-$3,163.49 
LLY Eli Lilly and Company
-0.68%
-$14,603.8 
NCDL Nuveen Churchill Direct Lending Corp.
-0.67%
-$23,881.48 
ITA iShares U.S. Aerospace & Defense ETF
-0.59%
-$1,805.61 
SPYI NEOS S&P 500 High Income ETF
-0.59%
-$60,843.82 
D Dominion Energy, Inc.
-0.52%
-$1,708.85 
WF Woori Financial Group Inc. Sponsored ADR
-0.48%
-$2,329 
COWZ Pacer US Cash Cows 100 ETF
-0.44%
-$4,946.48 
HUM Humana Inc.
-0.44%
-$1,525.23 
SBUX Starbucks Corp.
-0.42%
-$971.1 
LVHD Franklin U.S. Low Volatility High Dividend Index ETF
-0.41%
-$3,912.64 
NEE NextEra Energy Inc.
-0.4%
-$3,211.74 
UNH UnitedHealth Group Inc.
-0.4%
-$4,251.85 
EOD Allspring Global Dividend Opportunity Fund
-0.4%
-$502.95 
BOE BlackRock Enhanced Global Dividend Trust
-0.39%
-$3,846.51 
ITRN Ituran Location and Control Ltd.
-0.38%
-$1,101.7 
IOVA Iovance Biotherapeutics Inc.
-0.37%
-$3,804.24 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.36%
-$1,566.73 
WMT Walmart Inc.
-0.35%
-$2,391.23 
DIS The Walt Disney Company
-0.34%
-$1,074.92 
DUK Duke Energy Corporation
-0.34%
-$1,169.32 
JQC Nuveen Credit Strategies Income Fund
-0.33%
-$996.98 
MCD McDonald's Corporation
-0.29%
-$1,124.47 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.28%
-$2,556.26 
APD Air Products and Chemicals Inc.
-0.25%
-$696.07 
JPM JPMorgan Chase & Co.
-0.22%
-$3,469.74 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$3,645.74 
GMOI GMO International Value ETF
-0.2%
-$967.52 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.18%
-$1,499.29 
RVT Royce Small-Cap Trust, Inc.
-0.18%
-$403.53 
CRM Salesforce, Inc.
-0.15%
-$400.34 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.14%
-$3,604.26 
LMT Lockheed Martin Corporation
-0.14%
-$541.51 
BNDX Vanguard Total International Bond ETF
-0.13%
-$339.42 
FVD First Trust Value Line Dividend Index Fund
-0.12%
-$2,052.12 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.09%
-$933.6 
FLTB Fidelity Limited Term Bond ETF
-0.08%
-$719.4 
ASGI abrdn Global Infrastructure Income Fund
-0.08%
-$343.2 
MGNR American Beacon GLG Natural Resources ETF
-0.07%
-$206.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.07%
-$1,790.4 
MLPA Global X MLP ETF
-0.07%
-$902.48 
JMUB JPMorgan Municipal ETF
-0.06%
-$280.65 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.06%
-$1,209.39 
JPIB JPMorgan International Bond Opportunities ETF
-0.05%
-$304.27 
GDV The Gabelli Dividend & Income Trust
-0.05%
-$136.83 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.05%
-$189.05 
JEPI JPMorgan Equity Premium Income ETF
-0.05%
-$2,934.06 
VPLS Vanguard Core-Plus Bond ETF
-0.04%
-$569.4 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$200 
ACN Accenture plc
-0.04%
-$265.23 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.03%
-$680.65 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$156.07 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$92.73 
JBND JPMorgan Active Bond ETF
-0.03%
-$2,234.22 
BND Vanguard Total Bond Market ETF
-0.03%
-$303.94 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$400.95 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$56.4 
DBND DoubleLine Opportunistic Core Bond ETF
-0.02%
-$290.23 
FBND Fidelity Total Bond ETF
-0.02%
-$998.88 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$453.07 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$288.76 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$1,285.75 
JPIE JPMorgan Income ETF
-0.01%
-$326.19 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.01%
-$33.48 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
-0.01%
-$240.8 Events
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Dividends
Dividend Analysis
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| Trades 2661 | Longs Won 1891/2661 71% | Profit Factor 10.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,082.56 |
| Average Win $81,700.04 | Best Trade (Oct 16) $5.06M | Sharpe Ratio -10.91 |
| Average Loss -$19,153.96 | Worst Trade (Jun 30) -$1.58M | Z-Score 11.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy $52,516.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0032 00326W114 | 24,108 | $302 | $302 | - | - | - | 0.0 |
| AAPL Apple Inc. | 32,498 | $5.74M | $11.19M | - | $5.44M | 94.78% | +1.401% |
| ABBV AbbVie Inc. | 2,638 | $517,265.13 | $750,906.7 | - | $233,641.57 | 45.17% | -1.532% |
| ACN Accenture plc | 2,947 | $708,578.1 | $704,421.41 | - | -$4,156.69 | -0.59% | -0.038% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 35,876 | $2.62M | $2.68M | - | $65,062.44 | 2.49% | +0.329% |
| ADP Automatic Data Processing Inc. | 1,295 | $291,152.49 | $380,911.3 | - | $89,758.81 | 30.83% | +0.475% |
| AGX Argan Inc. | 1,000 | $270,050 | $344,080 | - | $74,030 | 27.41% | -1.59% |
| AIQ Global X Artificial Intelligence & Technology ETF | 99,635 | $4.46M | $6.37M | - | $1.91M | 42.8% | +1.25% |
| AMAT Applied Materials Inc. | 1,559 | $461,252.06 | $637,529.66 | - | $176,277.6 | 38.22% | +0.977% |
| AMD Advanced Micro Devices Inc. | 870 | $186,319.69 | $483,319.8 | - | $297,000.11 | 159.4% | +3.89% |
| AMGN Amgen Inc. Common Stock | 2,255 | $660,436.32 | $991,185.25 | - | $330,748.93 | 50.08% | +0.139% |
| AMT American Tower Corporation | 2,279 | $482,379.27 | $404,887.14 | - | -$77,492.13 | -16.06% | -3.214% |
| AMZN Amazon.com Inc | 15,411 | $2.28M | $4.05M | - | $1.77M | 77.65% | +0.027% |
| ANET Arista Networks Inc. | 1,097 | $121,352.29 | $201,979.64 | - | $80,627.35 | 66.44% | +1.617% |
| AOD abrdn Total Dynamic Dividend Fund | 21,471 | $184,159.87 | $219,326.26 | - | $35,166.39 | 19.1% | +0.147% |
| APD Air Products and Chemicals Inc. | 904 | $254,801.88 | $272,836.24 | - | $18,034.36 | 7.08% | -0.254% |
| ASGI abrdn Global Infrastructure Income Fund | 22,880 | $459,471.88 | $444,215.2 | - | -$15,256.68 | -3.32% | -0.077% |
| ASML ASML Holding N.V. NY Registered Shares | 262 | $224,454.35 | $439,080.56 | - | $214,626.21 | 95.62% | +2.762% |
| AVEM Avantis Emerging Markets Equity ETF | 4,431 | $353,744.94 | $397,903.8 | - | $44,158.86 | 12.48% | +0.268% |
| AVGO Broadcom Inc. | 2,384 | $730,075.39 | $804,123.2 | - | $74,047.81 | 10.14% | +0.876% |
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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 - $8.91M, Apple Inc - $5.76M, iShares Core S&P 500 ETF - $5.01M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $4.4M, and JPMorgan Equity Premium Income ETF - $3.43M. 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 ETF - $1.88M, iShares Cybersecurity and Tech ETF - $491,649.42, Strategy Inc - $451,280, The Trade Desk, Inc. Class A Common Stock - $360,436.88, and UnitedHealth Group Inc - $357,734.11. 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 $28.23M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income ETF - $3.03M, JPMorgan Nasdaq Equity Premium Income ETF - $2.87M, iShares Core Universal USD Bond ETF - $1.26M, iShares Treasury Floating Rate Bond ETF - $968,420.57, and JPMorgan Active Bond ETF - $814,842.89. 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.
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