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:
80.43%
Gain -0.15%
Monthly
0.84%
Yearly
10.61%
Drawdown
17.05%
$367.37M
Equity
Holdings
$367.37M
Investment
$289.15M
$103.51M
Profit -$365,702.01
Realized
$25.28M
Unrealized
$78.23M
Dividends
$19.93M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$365,702.01
Win %
75%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$132,830.98
Win %
75%
This Month
Compared to last month
Gain
0.77%
Profit
$2.8M
Win %
75%
This Year
Compared to last year
Gain
1.65%
Profit
$6.01M
Win %
76%
RITM Rithm Capital Corp.
+6.57%
+$10,265.13 
HAL Halliburton Company
+5.95%
+$28,149.67 
SM SM Energy Company
+4.98%
+$65,448.96 
CDZI Cadiz Inc.
+4.19%
+$4,425.78 
DRAM Roundhill Memory ETF
+4.03%
+$8,740 
HPE Hewlett Packard Enterprise Company
+4.02%
+$25,176.7 
TALO Talos Energy Inc.
+3.94%
+$10,613.34 
HACK Amplify Cybersecurity ETF
+3.67%
+$23,935.5 
MU Micron Technology Inc.
+3.64%
+$27,594.47 
XLE State Street Energy Select Sector SPDR ETF
+3%
+$8,231.62 
KMI Kinder Morgan Inc.
+2.77%
+$14,476.6 
CVX Chevron Corporation
+2.77%
+$75,622.47 
BP BP Plc Sponsored ADR
+2.64%
+$29,479.58 
XOM ExxonMobil Holdings Corporation
+2.6%
+$78,422.94 
MLPX Global X MLP & Energy Infrastructure ETF
+2.39%
+$14,462.88 
EPD Enterprise Products Partners L.P.
+2.25%
+$20,540.18 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.22%
+$11,317.6 
LMT Lockheed Martin Corporation
+2.08%
+$8,093.42 
WMB The Williams Companies, Inc.
+2.06%
+$4,305.35 
TXN Texas Instruments Inc.
+2.04%
+$4,601.92 
MRNA Moderna Inc.
+2.03%
+$40,356.25 
ET Energy Transfer LP
+2.02%
+$9,578.63 
AMD Advanced Micro Devices Inc.
+2.02%
+$7,431.25 
INTC Intel Corporation
+1.97%
+$8,275.68 
AMLP Alerian MLP ETF
+1.87%
+$10,156.72 
ORCL Oracle Corporation
+1.71%
+$4,297.12 
CSCO Cisco Systems, Inc.
+1.61%
+$26,985.45 
ADI Analog Devices, Inc.
+1.46%
+$30,963.55 
FCX Freeport-McMoRan Inc.
+1.46%
+$4,360.66 
ALM Almonty Industries Inc.
+1.45%
+$1,406.81 
QCOM QUALCOMM Incorporated
+1.4%
+$4,922.28 
BAI iShares A.I. Innovation and Tech Active ETF
+1.37%
+$6,926.15 
NBIS Nebius Group N.V. Class A Ordinary Shares
+1.36%
+$6,650.64 
SOXX iShares Semiconductor ETF
+1.28%
+$6,051.2 
JCI Johnson Controls International plc
+1.26%
+$14,293.8 
LRCX Lam Research Corp.
+1.23%
+$5,283.63 
SNDK Sandisk Corp.
+1.14%
+$6,695.52 
PVH PVH Corp.
+1.04%
+$10,251.5 
IGM iShares Expanded Tech Sector ETF
+0.9%
+$6,936.33 
TEAM Atlassian Corporation Class A Common Stock
+0.9%
+$19,825.44 
XLK State Street Technology Select Sector SPDR ETF
+0.88%
+$27,819.2 
AVGO Broadcom Inc.
+0.85%
+$29,073.84 
MSFT Microsoft Corporation Common Stock
+0.81%
+$74,634.92 
HUBS HubSpot, Inc. Common Stock
+0.81%
+$6,428.66 
IBM International Business Machines Corporation
+0.78%
+$6,996.94 
HOVR New Horizon Aircraft Ltd.
+0.77%
+$500 
IYW iShares U.S. Technology ETF
+0.74%
+$12,795.08 
ABT Abbott Laboratories
+0.55%
+$1,364.16 
PSX Phillips 66
+0.54%
+$2,271.5 
SPMO Invesco S&P 500 Momentum ETF
+0.51%
+$1,002.52 
MPC Marathon Petroleum Corp.
+0.46%
+$13,840.74 
PWR Quanta Services, Inc.
+0.46%
+$11,166.72 
ARKQ ARK Autonomous Technology & Robotics ETF
+0.46%
+$1,880.37 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$12,999.6 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$2,402.46 
BA The Boeing Company
+0.39%
+$953.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$15,136.89 
JGRO JPMorgan Active Growth ETF
+0.33%
+$875.1 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.32%
+$1,747.87 
AVEM Avantis Emerging Markets Equity ETF
+0.31%
+$35,091.63 
ILF iShares Latin America 40 ETF
+0.31%
+$2,405.8 
MSI Motorola Solutions, Inc.
+0.31%
+$6,376.86 
GEV GE Vernova Inc.
+0.3%
+$1,202.5 
CMI Cummins Inc.
+0.27%
+$2,215.06 
CME CME Group Inc. Class A Common Stock
+0.24%
+$3,767.2 
VLUE iShares MSCI USA Value Factor ETF
+0.23%
+$6,084.32 
FTC First Trust Large Cap Growth AlphaDEX Fund
+0.22%
+$1,216.62 
IWP iShares Russell Mid-Cap Growth ETF
+0.22%
+$1,711 
ADEA Adeia Inc.
+0.21%
+$486.72 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.19%
+$13,008.54 
IDV iShares International Select Dividend ETF
+0.18%
+$4,481.4 
JMUB JPMorgan Municipal ETF
+0.17%
+$756.54 
FMB First Trust Managed Municipal ETF
+0.17%
+$1,196.08 
DE Deere & Company
+0.13%
+$1,000.45 
MMIT NYLI MacKay Muni Intermediate ETF
+0.11%
+$460.18 
GARP iShares MSCI USA Quality GARP ETF
+0.1%
+$15,565.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.1%
+$314.44 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.08%
+$242.06 
ETN Eaton Corporation plc
+0.08%
+$1,380.74 
PB Prosperity Bancshares, Inc.
+0.07%
+$502.9 
ABBV AbbVie Inc.
+0.07%
+$1,682.46 
AVUV Avantis U.S. Small Cap Value ETF
+0.04%
+$4,590.3 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$134.68 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$3,148.7 
IVW iShares S&P 500 Growth ETF
+0.03%
+$130.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
DCRE DoubleLine Commercial Real Estate Debt ETF
0%
$0 
BGS B&G Foods, Inc.
-5.58%
-$2,775.6 
FLO Flowers Foods, Inc.
-5.53%
-$5,729.35 
ADNT Adient plc
-4.28%
-$23,891.17 
AXP American Express Company
-3.54%
-$24,806.23 
LULU lululemon athletica inc.
-3.41%
-$19,873.26 
EZPW EZCORP, Inc. Class A Non-Voting Common Stock
-3.37%
-$8,166.51 
CPB The Campbell's Company Common Stock
-3.27%
-$56,768.99 
AHCO AdaptHealth Corp.
-3%
-$3,246.57 
PEP PepsiCo, Inc.
-2.9%
-$7,333.55 
BBWI Bath & Body Works Inc.
-2.89%
-$38,411.25 
CHTR Charter Communications Inc. Class A Common Stock
-2.85%
-$11,400.39 
FIS Fidelity National Information Services, Inc.
-2.85%
-$10,605.7 
HD The Home Depot, Inc.
-2.8%
-$40,257.86 
FISV Fiserv, Inc.
-2.73%
-$21,031.82 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.58%
-$5,841.9 
F Ford Motor Co.
-2.55%
-$6,748.73 
CPRI Capri Holdings Limited
-2.54%
-$16,429.85 
DRI Darden Restaurants, Inc.
-2.49%
-$26,065.38 
STRL Sterling Infrastructure, Inc.
-2.38%
-$4,711.69 
KO The Coca-Cola Company
-2.38%
-$10,607.71 
KLAR Klarna Group plc
-2.38%
-$15,223.32 
GE General Electric Company
-2.23%
-$8,822.03 
NOMD Nomad Foods Limited
-2.21%
-$3,510.27 
LLY Eli Lilly and Company
-2.2%
-$35,031.35 
VFC VF Corporation
-2.15%
-$22,684.12 
UPBD Upbound Group Inc.
-2.13%
-$3,505.55 
PG The Procter & Gamble Company
-2.09%
-$7,010.53 
CAT Caterpillar Inc.
-2.01%
-$7,503.04 
ALL The Allstate Corporation
-2%
-$4,682.72 
IYT iShares U.S. Transportation ETF
-1.98%
-$12,555 
WTW Willis Towers Watson Public Limited Company
-1.95%
-$11,864.88 
NSC Norfolk Southern Corp.
-1.94%
-$8,456.06 
MCD McDonald's Corporation
-1.88%
-$17,969.31 
MRK Merck & Co., Inc.
-1.78%
-$9,010.21 
GSBD Goldman Sachs BDC, Inc.
-1.74%
-$21,490.81 
CB Chubb Limited
-1.69%
-$22,434.72 
JNJ Johnson & Johnson
-1.61%
-$27,496.8 
UNP Union Pacific Corp.
-1.56%
-$12,474.81 
SW Smurfit WestRock Plc
-1.5%
-$2,830.2 
KHC The Kraft Heinz Company
-1.48%
-$18,010.86 
JPM JPMorgan Chase & Co.
-1.32%
-$68,797.95 
COST Costco Wholesale Corp
-1.32%
-$6,428.19 
FTCS First Trust Capital Strength ETF
-1.27%
-$8,481.22 
V Visa Inc. Class A
-1.25%
-$25,379.53 
TJX The TJX Companies, Inc.
-1.22%
-$5,108.4 
LW Lamb Weston Holdings, Inc.
-1.2%
-$11,031.9 
MS Morgan Stanley Common Stock
-1.19%
-$2,579.82 
AMGN Amgen Inc. Common Stock
-1.18%
-$9,946.66 
WMT Walmart Inc.
-1.14%
-$32,700.48 
RTX RTX Corporation
-1.12%
-$8,018.04 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1%
-$3,870.4 
C Citigroup Inc.
-1%
-$2,209.42 
MMM 3M Company
-0.96%
-$9,127.44 
KSS Kohl's Corporation Common Stock
-0.93%
-$5,668.58 
XLV State Street Health Care Select Sector SPDR ETF
-0.92%
-$4,670.99 
VIS Vanguard Industrials ETF
-0.91%
-$6,300.17 
SDY State Street SPDR S&P Dividend ETF
-0.91%
-$7,805.35 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.89%
-$20,281.26 
CRSP CRISPR Therapeutics AG
-0.88%
-$6,422.24 
VZ Verizon Communications Inc.
-0.84%
-$6,566.02 
ITA iShares U.S. Aerospace & Defense ETF
-0.82%
-$2,735.28 
PID Invesco International Dividend Achievers ETF
-0.77%
-$3,490.55 
WFC Wells Fargo & Company
-0.71%
-$6,624.52 
FMC FMC Corporation
-0.7%
-$2,168.18 
JIG JPMorgan International Growth ETF
-0.68%
-$8,247.49 
MDT Medtronic plc
-0.67%
-$5,552.95 
VOX Vanguard Communication Services ETF
-0.67%
-$5,485.55 
IFRA iShares U.S. Infrastructure ETF
-0.64%
-$5,195.77 
VPU Vanguard Utilities ETF
-0.64%
-$4,273.96 
DUK Duke Energy Corporation
-0.63%
-$1,305.87 
STZ Constellation Brands Inc. Class A
-0.63%
-$4,655.37 
BRK-B Berkshire Hathaway Inc.
-0.6%
-$2,642.16 
IDU iShares U.S. Utilities ETF
-0.6%
-$1,194.07 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$13,717.39 
GS The Goldman Sachs Group, Inc.
-0.59%
-$7,400.44 
PM Philip Morris International Inc.
-0.56%
-$1,332.66 
ETR Entergy Corporation Common Stock
-0.56%
-$3,581.4 
COWZ Pacer US Cash Cows 100 ETF
-0.55%
-$2,659.53 
IAU iShares Gold Trust
-0.54%
-$1,662.96 
CMCSA Comcast Corp. Class A Common Stock
-0.53%
-$1,781.88 
GLD SPDR Gold Shares
-0.52%
-$3,695.5 
CALF Pacer US Small Cap Cash Cows ETF
-0.51%
-$1,656 
RSP Invesco S&P 500 Equal Weight ETF
-0.51%
-$4,084.71 
OPEN Opendoor Technologies Inc.
-0.49%
-$127 
EQWL Invesco S&P 100 Equal Weight ETF
-0.49%
-$51,601.55 
TSLA Tesla, Inc.
-0.48%
-$945.12 
UNH UnitedHealth Group Inc.
-0.46%
-$3,403.99 
IEFA iShares Core MSCI EAFE ETF
-0.45%
-$6,735.52 
ILCV iShares Morningstar Value ETF
-0.43%
-$5,359.43 
META Meta Platforms Inc Class A
-0.42%
-$21,294.72 
IVLU iShares MSCI Intl Value Factor ETF
-0.41%
-$10,025.23 
EFA iShares MSCI EAFE ETF
-0.41%
-$3,672.43 
AAPL Apple Inc.
-0.41%
-$62,952.89 
IWD iShares Russell 1000 Value ETF
-0.39%
-$14,059.68 
SCHV Schwab U.S. Large-Cap Value ETF
-0.39%
-$884.52 
EUSA iShares MSCI USA Equal Weighted ETF
-0.39%
-$791.55 
BAC Bank of America Corporation
-0.37%
-$1,059.82 
O Realty Income Corp.
-0.35%
-$2,668.21 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$3,965.74 
PRF Invesco RAFI US 1000 ETF
-0.35%
-$112,195.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.34%
-$1,751.58 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$5,552.91 
IWS iShares Russell Mid-Cap Value ETF
-0.32%
-$4,472.9 
DON WisdomTree U.S. MidCap Dividend Fund
-0.31%
-$1,781.85 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.3%
-$4,681.29 
IWO iShares Russell 2000 Growth ETF
-0.29%
-$557.24 
IJH iShares Core S&P Mid-Cap ETF
-0.29%
-$4,633.02 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.29%
-$2,147.21 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.28%
-$574.42 
AMZN Amazon.com Inc
-0.27%
-$23,028.3 
GOOGL Alphabet Inc
-0.27%
-$2,430.78 
APD Air Products and Chemicals Inc.
-0.26%
-$2,563.87 
SCHF Schwab International Equity ETF
-0.24%
-$474.63 
DIS The Walt Disney Company
-0.24%
-$844.83 
EFIV State Street SPDR S&P 500 ESG ETF
-0.22%
-$469.92 
ICOW Pacer Developed Markets International Cash Cows 100 ETF
-0.21%
-$518.22 
TLT iShares 20+ Year Treasury Bond ETF
-0.2%
-$943.63 
VOO Vanguard S&P 500 ETF
-0.2%
-$13,018.44 
BBY Best Buy Co., Inc.
-0.2%
-$1,257.36 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.19%
-$7,159.9 
IVV iShares Core S&P 500 ETF
-0.19%
-$3,722.95 
IWM iShares Russell 2000 ETF
-0.19%
-$3,278.6 
ACWI iShares MSCI ACWI ETF
-0.18%
-$720.65 
NEE NextEra Energy Inc.
-0.18%
-$1,427.7 
IJS iShares S&P Small-Cap 600 Value ETF
-0.18%
-$621.36 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$2,472.65 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.18%
-$1,305.87 
GOOG Alphabet Inc
-0.17%
-$1,685.72 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.17%
-$708.25 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.17%
-$3,057.34 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$4,068.82 
JPIB JPMorgan International Bond Opportunities ETF
-0.16%
-$937.73 
VTI Vanguard Total Stock Market ETF
-0.16%
-$14,472.11 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.16%
-$883.67 
IWR iShares Russell Mid-Cap ETF
-0.15%
-$3,819.05 
VLU State Street SPDR S&P 1500 Value Tilt ETF
-0.15%
-$1,279.11 
PTLC Pacer Trendpilot US Large Cap ETF
-0.13%
-$1,752.24 
DOC Healthpeak Properties, Inc.
-0.13%
-$649.45 
GRNB VanEck Green Bond ETF
-0.13%
-$341.7 
IWB iShares Russell 1000 ETF
-0.13%
-$478.82 
FBND Fidelity Total Bond ETF
-0.12%
-$334.79 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.12%
-$764.27 
IWN iShares Russell 2000 Value ETF
-0.1%
-$1,605.12 
VBK Vanguard Small-Cap Growth ETF
-0.09%
-$358.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$2,597.72 
VWO Vanguard FTSE Emerging Markets ETF
-0.06%
-$935.2 
BBDC Barings BDC Inc.
-0.06%
-$525.28 
VOLT Tema Electrification ETF
-0.04%
-$1,225.05 
RJDI RJ Eagle GCM Dividend Select Income ETF
-0.03%
-$229.88 
NVDA NVIDIA Corporation
-0.01%
-$866.71 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2813 | Longs Won 1738/2813 61% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,467.23 |
| Average Win $81,677.52 | Best Trade (Oct 21) $9.44M | Sharpe Ratio -9.11 |
| Average Loss -$35,765.24 | Worst Trade (Oct 23) -$1.17M | Z-Score -7.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $36,796.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,023 | $8.28M | $15.27M | - | $6.99M | 84.46% | -0.411% |
| ABBV AbbVie Inc. | 8,628 | $1.76M | $2.46M | - | $701,395.96 | 39.83% | +0.068% |
| ABT Abbott Laboratories | 2,436 | $282,165.2 | $251,078.52 | - | -$31,086.68 | -11.02% | +0.546% |
| ACWI iShares MSCI ACWI ETF | 2,485 | $360,289.75 | $390,443.2 | - | $30,153.45 | 8.37% | -0.184% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 5,630 | $287,355.2 | $413,941.25 | - | $126,586.05 | 44.05% | -0.171% |
| ADEA Adeia Inc. | 10,816 | $134,054.32 | $230,488.96 | - | $96,434.64 | 71.94% | +0.212% |
| ADI Analog Devices, Inc. | 5,490 | $1.29M | $2.15M | - | $858,258.49 | 66.5% | +1.462% |
| ADNT Adient plc | 32,505 | $656,622.27 | $534,869.77 | - | -$121,752.5 | -18.54% | -4.276% |
| AGG iShares Core U.S. Aggregate Bond ETF | 30,999 | $3.08M | $2.98M | - | -$98,107.84 | -3.19% | -0.087% |
| AHCO AdaptHealth Corp. | 17,549 | $208,349.14 | $105,030.76 | - | -$103,318.38 | -49.59% | -2.998% |
| ALL The Allstate Corporation | 904 | $215,097.76 | $229,543.68 | - | $14,445.92 | 6.72% | -1.999% |
| ALM Almonty Industries Inc. | 11,121 | $161,032.08 | $98,715.56 | - | -$62,316.52 | -38.7% | +1.446% |
| AMD Advanced Micro Devices Inc. | 725 | $154,107.16 | $375,680.5 | - | $221,573.34 | 143.78% | +2.018% |
| AMGN Amgen Inc. Common Stock | 1,891 | $550,151.25 | $835,859.82 | - | $285,708.57 | 51.93% | -1.176% |
| AMLP Alerian MLP ETF | 10,364 | $452,984.81 | $552,919.4 | - | $99,934.59 | 22.06% | +1.871% |
| AMZN Amazon.com Inc | 34,116 | $5.81M | $8.52M | - | $2.71M | 46.63% | -0.27% |
| APD Air Products and Chemicals Inc. | 3,225 | $886,965.16 | $991,445.62 | - | $104,480.46 | 11.78% | -0.258% |
| ARKQ ARK Autonomous Technology & Robotics ETF | 3,687 | $293,410.77 | $413,681.4 | - | $120,270.63 | 40.99% | +0.457% |
| AVEM Avantis Emerging Markets Equity ETF | 129,969 | $12.54M | $11.37M | - | -$1.17M | -9.31% | +0.309% |
| AVGO Broadcom Inc. | 10,534 | $1.25M | $3.43M | - | $2.18M | 174.84% | +0.854% |
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FAQ
Which stocks have generated the highest profits for Jaclyn Gilbert?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $3.92M, Broadcom Inc - $2.36M, ExxonMobil Holdings Corporation - $2.25M, iShares Russell 1000 Growth ETF - $2.24M, and State Street Energy Select Sector SPDR ETF - $1.6M. 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: Vanguard Communication Services ETF - $1.51M, Amazon.com Inc - $942,276.89, First Trust Rising Dividend Achievers ETF - $872,605.75, Nuveen Short-Term REIT ETF - $795,233.6, and Invesco S&P 500 Equal Weight ETF - $747,934.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jaclyn Gilbert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.93M earned over time. The largest contributors to dividend income include Invesco RAFI US 1000 ETF - $1.12M, Chevron Corporation - $500,452.98, DoubleLine Commercial Real Estate Debt ETF - $492,071.85, ExxonMobil Holdings Corporation - $482,355.03, and Vanguard Total Stock Market ETF - $446,542.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jaclyn Gilbert's monthly returns?
Jaclyn Gilbert'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 Jaclyn Gilbert's strategy be considered aggressive or moderate?
Jaclyn Gilbert'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 Jaclyn Gilbert's strategy?
Jaclyn Gilbert'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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