JG
Jaclyn Gilbert Portfolio
Invests via SAXON INTERESTS Inc. | Managed by Jaclyn Gilbert
Invests via SAXON INTERESTS Inc.
Managed by Jaclyn Gilbert
Automatically Tracked
Jaclyn Gilbert Profile
Jaclyn Gilbert is a seasoned operating executive known for her impactful contributions in the tech industry. With a background in engineering and an MBA, she has steered several startups towards substantial growth, notably through innovative product development and strategic partnerships. Her track record includes leading cross-functional teams that have successfully launched market-disrupting solutions. By combining her technical acumen with business insight, she plays a crucial role in bridging the gap between technology and market demand. Currently, Jaclyn is focused on mentoring emerging entrepreneurs while driving initiatives aimed at enhancing operational efficiencies within organizations.
Jaclyn Gilbert is a seasoned operating executive known for her impactful contributions in the tech industry. With a background in engineering and an MBA, she has steered several startups towards substantial growth, notably through innovative product development and strategic partnerships. Her track record includes leading cross-functional teams that have successfully launched market-disrupting solutions. By combining her technical acumen with business insight, she plays a crucial role in bridging the gap between technology and market demand. Currently, Jaclyn is focused on mentoring emerging entrepreneurs while driving initiatives aimed at enhancing operational efficiencies within organizations.
Investment Philosophy & Strategy
Opportunity exists within emerging technologies, and Jaclyn Gilbert adeptly navigates this landscape. Her expertise in engineering combined with a strategic mindset allows her to identify high-potential startups ripe for acceleration. Emphasizing innovation-driven growth, she assesses ventures that leverage cutting-edge solutions to redefine markets. With a focus on scalability and operational excellence, decision-making is rooted in enhancing product offerings through customer engagement and competitive differentiation. By mentoring aspiring entrepreneurs, she's also fostering the next generation of leaders poised to make significant market impacts.
Opportunity exists within emerging technologies, and Jaclyn Gilbert adeptly navigates this landscape. Her expertise in engineering combined with a strategic mindset allows her to identify high-potential startups ripe for acceleration. Emphasizing innovation-driven growth, she assesses ventures that leverage cutting-edge solutions to redefine markets. With a focus on scalability and operational excellence, decision-making is rooted in enhancing product offerings through customer engagement and competitive differentiation. By mentoring aspiring entrepreneurs, she's also fostering the next generation of leaders poised to make significant market impacts.
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:
40.95%
Gain +0.54%
Monthly
0.49%
Yearly
6.06%
Drawdown
15.08%
$310.73M
Equity
Holdings
$310.73M
Investment
$227.61M
$86.46M
Profit +$1.93M
Realized
$3.34M
Unrealized
$83.12M
Dividends
$17.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.93M
Win %
78%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$2.34M
Win %
78%
This Month
Compared to last month
Gain
-0.81%
Profit
-$2.52M
Win %
78%
This Year
Compared to last year
Gain
10.3%
Profit
$29.01M
Win %
78%
RYAM Rayonier Advanced Materials Inc.
+6.64%
+$10,482.48 
HPE Hewlett Packard Enterprise Company
+4.99%
+$24,543.19 
AMD Advanced Micro Devices, Inc.
+4.94%
+$25,454.09 
CNDT Conduent Inc.
+4.85%
+$2,694.32 
QCOM QUALCOMM Incorporated
+4.69%
+$19,693.77 
FBLG Fibrobiologics Inc.
+4.25%
+$116.85 
MRNA Moderna, Inc.
+3.87%
+$22,371.84 
AEO American Eagle Outfitters, Inc.
+3.83%
+$13,685 
GS The Goldman Sachs Group, Inc.
+3.42%
+$64,250.98 
KSS Kohl's Corporation
+3.35%
+$8,162.92 
STRL Sterling Infrastructure, Inc.
+3.19%
+$24,903.05 
APD Air Products and Chemicals, Inc.
+2.94%
+$37,539.6 
REZI Resideo Technologies Inc.
+2.85%
+$5,639.04 
GEV GE Vernova Inc.
+2.71%
+$12,711.73 
PWR Quanta Services Inc.
+2.66%
+$85,813.2 
AVXL Anavex Life Sciences Corp.
+2.6%
+$1,104.87 
VZ Verizon Communications Inc.
+2.5%
+$24,113.35 
IRON Disc Medicine Inc.
+2.33%
+$4,085.28 
BLK BlackRock, Inc.
+2.3%
+$5,616 
JPM JPMorgan Chase & Co.
+2.29%
+$109,654.84 
KMI Kinder Morgan, Inc.
+2.25%
+$12,021.66 
MPC Marathon Petroleum Corporation
+2.18%
+$45,116.25 
ACCO Acco Brands Corporation
+2.15%
+$2,589.53 
BBWI Bath & Body Works, Inc.
+2.12%
+$21,450.8 
C Citigroup Inc.
+2.06%
+$5,209.18 
BBY Best Buy Co., Inc.
+1.95%
+$9,651.01 
VFC V.F. Corporation
+1.92%
+$15,265.28 
V Visa Inc. Class A
+1.88%
+$16,392.03 
ADI Analog Devices, Inc.
+1.87%
+$55,692.08 
SOXX iShares Semiconductor ETF
+1.79%
+$11,402.64 
UNP Union Pacific Corporation
+1.78%
+$14,100.12 
CAT Caterpillar Inc.
+1.77%
+$41,519.36 
GSBD Goldman Sachs BDC Inc.
+1.76%
+$19,500.8 
WFC Wells Fargo & Company
+1.76%
+$6,533.7 
ET Energy Transfer L.P.
+1.76%
+$7,715.4 
IWN iShares Russell 2000 Value ETF
+1.74%
+$4,991.25 
LRCX Lam Research Corporation
+1.72%
+$29,856.3 
IWM iShares Russell 2000 ETF
+1.71%
+$60,301.01 
WSM Williams-Sonoma, Inc.
+1.68%
+$5,112.3 
BAC Bank of America Corporation
+1.67%
+$5,855.8 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.63%
+$61,728.75 
IJR iShares Core S&P Small-Cap ETF
+1.61%
+$26,147.33 
AXP American Express Company
+1.61%
+$24,499.25 
IJS iShares S&P Small-Cap 600 Value ETF
+1.59%
+$5,514.57 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.54%
+$12,030.55 
TTI Tetra Technologies Inc.
+1.53%
+$5,327.84 
CMCSA Comcast Corp
+1.52%
+$5,980.86 
CME CME Group Inc.
+1.51%
+$27,102.31 
NSC Norfolk Southern Corporation
+1.49%
+$4,616.8 
DE Deere & Company
+1.49%
+$9,726.55 
WTW Willis Towers Watson Public Limited Company
+1.47%
+$6,994.4 
PSX Phillips 66
+1.46%
+$6,736.57 
MS Morgan Stanley
+1.44%
+$4,018.63 
DOC Healthpeak Properties, Inc.
+1.39%
+$7,405.15 
GOOGL Alphabet Inc
+1.39%
+$14,379.07 
O Realty Income Corporation
+1.38%
+$9,683.73 
CMI Cummins Inc.
+1.35%
+$8,900.46 
PB Prosperity Bancshares Inc.
+1.29%
+$9,241.4 
FTC First Trust Large Cap Growth Fund
+1.28%
+$7,663.42 
XLE Energy Select Sector SPDR Fund
+1.28%
+$5,153.07 
DVY iShares Select Dividend ETF
+1.28%
+$3,015.52 
GOOG Alphabet Inc
+1.27%
+$14,473.35 
DON WisdomTree U.S. MidCap Dividend Fund
+1.23%
+$8,434.56 
IWS iShares Russell Mid-Cap Value ETF
+1.21%
+$14,960.68 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.17%
+$8,821.67 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.15%
+$6,276.49 
IJH iShares Core S&P Mid-Cap ETF
+1.15%
+$20,150.17 
IWD iShares Russell 1000 Value ETF
+1.14%
+$39,203.92 
VO Vanguard Mid-Cap ETF
+1.09%
+$2,948.26 
VXF Vanguard Extended Market ETF
+1.08%
+$4,986.88 
XLK State Street Technology Select Sector SPDR ETF
+1.07%
+$33,745.15 
RSP Invesco S&P 500 Equal Weight ETF
+1.07%
+$7,515.2 
PRF Invesco FTSE RAFI US 1000 ETF
+1.06%
+$293,957.55 
MDY SPDR S&P MidCap 400 ETF Trust
+1.06%
+$17,373.17 
IWR iShares Russell Mid-Cap ETF
+1.06%
+$22,476.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.05%
+$22,337.26 
VYM Vanguard High Dividend Yield ETF
+0.97%
+$11,910.91 
SDY SPDR S&P Dividend ETF
+0.95%
+$7,789.18 
NEE NextEra Energy, Inc.
+0.94%
+$4,055.2 
VLUE iShares MSCI USA Value Factor ETF
+0.94%
+$31,283.5 
MCD McDonald's Corporation
+0.92%
+$4,286.34 
IGM iShares Expanded Tech Sector ETF
+0.9%
+$7,079.93 
COWZ Pacer US Cash Cows 100 ETF
+0.89%
+$3,557.8 
JIG JPMorgan International Growth ETF
+0.87%
+$11,124.47 
XOM Exxon Mobil Corporation
+0.87%
+$36,357.27 
CVX Chevron Corporation
+0.86%
+$30,252.46 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.85%
+$2,275.56 
PID Invesco International Dividend Achievers ETF
+0.85%
+$3,935.88 
VPU Vanguard Utilities ETF
+0.85%
+$11,496.87 
HD The Home Depot, Inc.
+0.83%
+$12,353.83 
VBK Vanguard Small-Cap Growth ETF
+0.82%
+$2,635.16 
CPB The Campbell's Company
+0.79%
+$3,857.4 
PG Procter & Gamble Co
+0.79%
+$2,827.05 
EEM iShares MSCI Emerging Markets ETF
+0.76%
+$5,651.82 
EWJ iShares MSCI Japan ETF
+0.75%
+$1,903.71 
VIS Vanguard Industrials ETF
+0.75%
+$7,769.76 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.74%
+$4,279.35 
IVV iShares Core S&P 500 ETF
+0.72%
+$14,482.11 
UNH UnitedHealth Group Incorporated
+0.72%
+$8,409.4 
IYW iShares U.S. Technology ETF
+0.72%
+$12,528.18 
EMLP First Trust North American Energy Infrastructure Fund
+0.72%
+$2,177.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.71%
+$2,352.62 
VOO Vanguard S&P 500 ETF
+0.7%
+$46,323.17 
CSCO Cisco Systems, Inc.
+0.69%
+$4,237.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.69%
+$63,026.77 
MLPX Global X MLP & Energy Infrastructure ETF
+0.68%
+$5,107.06 
VIG Vanguard Dividend Appreciation ETF
+0.66%
+$16,006.85 
SPY SPDR S&P 500 ETF Trust
+0.66%
+$36,797.64 
IWB iShares Russell 1000 ETF
+0.65%
+$2,362.8 
FTCS First Trust Capital Strength ETF
+0.65%
+$4,653.69 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.64%
+$3,534.7 
ARKK ARK Innovation ETF Fund
+0.64%
+$3,794.4 
PTLC Pacer Trendpilot US Large Cap ETF
+0.64%
+$6,547.73 
QQQ Invesco QQQ Trust, Series 1
+0.64%
+$19,065.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.62%
+$2,551.02 
IBIT iShares Bitcoin Trust
+0.58%
+$2,131.3 
IVLU iShares MSCI International Value Factor ETF
+0.55%
+$25,845.3 
DAN Dana Inc.
+0.55%
+$1,470.32 
VEU Vanguard FTSE All-World ex-US ETF
+0.54%
+$11,064.6 
ETR Entergy Corporation
+0.51%
+$1,710.8 
IYT iShares U.S. Transportation ETF
+0.5%
+$3,332.5 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.48%
+$1,631.57 
JNJ Johnson & Johnson
+0.48%
+$9,627.3 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.47%
+$2,070 
ACWI iShares MSCI ACWI ETF
+0.47%
+$1,912.6 
JGRO JPMorgan Active Growth ETF
+0.47%
+$3,187.09 
VLU SPDR S&P 1500 Value Tilt ETF
+0.47%
+$4,069.71 
AMGN Amgen Inc.
+0.46%
+$2,938.25 
MSI Motorola Solutions, Inc.
+0.45%
+$7,962.29 
FIS Fidelity National Information Services, Inc.
+0.44%
+$1,415.59 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.43%
+$1,577.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$1,888.41 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.42%
+$35,908.75 
USMV iShares MSCI USA Min Vol Factor ETF
+0.42%
+$6,817.2 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,514.39 
META Meta Platforms Inc Class A
+0.41%
+$19,290.89 
NVDA NVIDIA Corporation
+0.39%
+$30,821.06 
DUK Duke Energy Corporation
+0.37%
+$811.44 
DRI Darden Restaurants, Inc.
+0.36%
+$3,732.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,004.25 
EFA iShares MSCI EAFE ETF
+0.34%
+$4,170.24 
VOX Vanguard Communication Services ETF
+0.31%
+$2,675.79 
VSLU Applied Finance Valuation Large Cap ETF
+0.3%
+$7,822.5 
IDV iShares International Select Dividend ETF
+0.29%
+$10,208.64 
BP BP p.l.c. Sponsored ADR
+0.28%
+$1,737.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$763.64 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$3,122.53 
F-PD Ford Motor Company 6.500% Notes
+0.14%
+$654.27 
IWP iShares Russell Mid-Cap Growth ETF
+0.14%
+$2,136.17 
EPD Enterprise Products Partners L.P.
+0.13%
+$1,175.6 
GE General Electric Company
+0.13%
+$580.92 
DIS The Walt Disney Company
+0.12%
+$510.62 
JPIB JPMorgan International Bond ETF
+0.11%
+$672.1 
RITM-PD Rithm Capital Corp.
+0.1%
+$264.76 
RTX RTX Corporation
+0.08%
+$633.22 
IAU iShares Gold Trust
+0.06%
+$202.8 
ETN Eaton Corporation plc
+0.05%
+$927.15 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$3,236.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$137.14 
GLD SPDR Gold Shares
+0.02%
+$106.66 
CTRA Coterra Energy Inc.
0%
$0 
JCI
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
ABT Abbott Laboratories
-1.95%
-$4,726.75 
AMZN Amazon.com Inc
-1.85%
-$135,333.42 
LULU lululemon athletica inc.
-1.5%
-$6,697.8 
NFLX Netflix, Inc.
-1.43%
-$2,969.6 
AVGO Broadcom Inc.
-1.09%
-$47,972.51 
LLY Eli Lilly and Company
-0.98%
-$13,030.1 
CRM Salesforce Inc
-0.97%
-$1,258.74 
AAPL Apple Inc.
-0.96%
-$123,696.47 
BA Boeing Company
-0.92%
-$2,626.82 
JKF iShares Morningstar Large-Cap Value ETF
-0.88%
-$10,041.85 
CB Chubb Limited
-0.86%
-$14,094.91 
MPT Medical Properties Trust, Inc.
-0.7%
-$386.19 
ADEA Adeia Inc.
-0.67%
-$2,487.54 
TSLA Tesla, Inc.
-0.62%
-$1,242.51 
LMT Lockheed Martin Corporation
-0.52%
-$1,934.37 
MSFT Microsoft Corp.
-0.49%
-$30,883.2 
ITA iShares U.S. Aerospace & Defense ETF
-0.41%
-$1,593.14 
WMT Walmart Inc.
-0.4%
-$11,906.88 
AMLP Alerian MLP ETF
-0.38%
-$2,194.8 
MU Micron Technology, Inc.
-0.37%
-$8,481.9 
TLT iShares 20+ Year Treasury Bond ETF
-0.36%
-$1,572.01 
ORCL Oracle Corporation
-0.34%
-$1,493.12 
IBM International Business Machines Corporation
-0.31%
-$6,134.45 
SIVR abrdn Physical Silver Shares ETF
-0.28%
-$627.48 
HAL Halliburton Company
-0.25%
-$1,876.3 
MDT Medtronic plc
-0.17%
-$1,819.58 
HACK Amplify Cybersecurity ETF
-0.17%
-$887.53 
KO The Coca-Cola Company
-0.17%
-$683.06 
JMUB JPMorgan Municipal Bond ETF
-0.17%
-$755.65 
MMIT NYLI MacKay Muni Intermediate ETF
-0.16%
-$736.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$4,477.45 
FBND Fidelity Total Bond ETF
-0.14%
-$357.37 
TJX The TJX Companies, Inc.
-0.13%
-$666.6 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$699.15 
HTRB Hartford Total Return Bond ETF
-0.12%
-$1,759.28 
DCRE DoubleLine Commercial Real Estate ETF
-0.12%
-$5,610.54 
FMB First Trust Managed Municipal Fund
-0.1%
-$740.15 
COST Costco Wholesale Corporation
-0.1%
-$435.71 
ABBV AbbVie Inc.
-0.09%
-$1,523 
BBDC Barings BDC Inc.
-0.06%
-$441.91 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$3,534.87 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.04%
-$317.95 
GRNB VanEck Green Bond ETF
-0.03%
-$71.76 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$55.89 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.01%
-$35.34 Events
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Dividends
Dividend Analysis
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| Trades 2399 | Longs Won 1372/2399 57% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,918.03 |
| Average Win $83,932.96 | Best Trade (Jun 12) $8.72M | Sharpe Ratio -19.25 |
| Average Loss -$27,938.5 | Worst Trade (Dec 31) -$979,784.49 | Z-Score -7.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $36,041.34 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
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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