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:
53.77%
Gain +0.09%
Monthly
0.72%
Yearly
8.98%
Drawdown
17.16%
$320.43M
Equity
Holdings
$320.43M
Investment
$241.37M
$87.41M
Profit +$108,506.03
Realized
$8.36M
Unrealized
$79.06M
Dividends
$18.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$108,506.03
Win %
78%
This Week
Compared To Last Week
Gain
0.03%
Profit
$108,506.03
Win %
78%
This Month
Compared to last month
Gain
0.44%
Profit
$1.4M
Win %
78%
This Year
Compared to last year
Gain
10.82%
Profit
$31.28M
Win %
78%
NBIS Nebius Group N.V.
+5.51%
+$28,214.17 
MU Micron Technology, Inc.
+4.1%
+$71,180.34 
AMD Advanced Micro Devices, Inc.
+4.1%
+$23,600.21 
TEAM Atlassian Corporation Class A
+3.65%
+$33,568.2 
ADEA Adeia Inc.
+3.58%
+$9,823.73 
HUBS HubSpot, Inc.
+3.54%
+$23,652.26 
AVGO Broadcom Inc.
+3%
+$136,537.12 
STRL Sterling Infrastructure, Inc.
+2.97%
+$10,116.34 
IBIT iShares Bitcoin Trust
+2.37%
+$9,517.02 
GEV GE Vernova Inc.
+2.29%
+$11,949.86 
MSFT Microsoft Corp.
+2.03%
+$143,915.49 
KSS Kohl's Corporation
+1.99%
+$8,422.83 
GOOG Alphabet Inc
+1.9%
+$14,465.05 
SOXX iShares Semiconductor ETF
+1.89%
+$10,677.4 
MPC Marathon Petroleum Corporation
+1.8%
+$37,963.1 
KLAR Klarna Group Plc
+1.79%
+$16,110.82 
GOOGL Alphabet Inc
+1.77%
+$17,839.35 
PSX Phillips 66
+1.76%
+$7,108.92 
STNG Scorpio Tankers Inc.
+1.69%
+$3,583.62 
FISV Fiserv, Inc.
+1.58%
+$12,172 
EPD Enterprise Products Partners L.P.
+1.54%
+$14,938.21 
IBM International Business Machines Corporation
+1.51%
+$12,813.59 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.46%
+$9,766.51 
AMZN Amazon.com Inc
+1.42%
+$115,332 
AHCO AdaptHealth Corp.
+1.41%
+$2,669.41 
ABT Abbott Laboratories
+1.37%
+$3,683.62 
WMB The Williams Companies, Inc.
+1.36%
+$3,008 
EZPW EzCorp Inc.
+1.34%
+$3,505.36 
CVX Chevron Corporation
+1.33%
+$32,760.13 
IGM iShares Expanded Tech Sector ETF
+1.29%
+$9,739.67 
RTX RTX Corporation
+1.27%
+$10,445.16 
COP ConocoPhillips
+1.25%
+$2,348.06 
HAL Halliburton Company
+1.24%
+$3,985.91 
KMI Kinder Morgan, Inc.
+1.22%
+$6,107.49 
ARKK ARK Innovation ETF Fund
+1.21%
+$8,377.46 
SIVR abrdn Physical Silver Shares ETF
+1.15%
+$2,143.89 
IYW iShares U.S. Technology ETF
+1.06%
+$18,290.54 
V Visa Inc. Class A
+1.03%
+$18,527.74 
PWR Quanta Services Inc.
+1.03%
+$30,674.1 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$31,018.54 
EEM iShares MSCI Emerging Markets ETF
+1.01%
+$5,694.72 
AMLP Alerian MLP ETF
+1%
+$5,401.08 
NVDA NVIDIA Corporation
+0.99%
+$76,090.94 
FIS Fidelity National Information Services, Inc.
+0.99%
+$4,255.82 
XLE Energy Select Sector SPDR Fund
+0.94%
+$3,095.05 
SM SM Energy Company
+0.89%
+$9,566.48 
XOM Exxon Mobil Corporation
+0.87%
+$36,626.97 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$29,752.76 
LULU lululemon athletica inc.
+0.85%
+$5,000.49 
ALM Almonty Industries Inc.
+0.83%
+$1,278.91 
ETN Eaton Corporation plc
+0.83%
+$16,784.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$3,659.01 
HACK Amplify Cybersecurity ETF
+0.82%
+$3,476.09 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$24,540.97 
IWP iShares Russell Mid-Cap Growth ETF
+0.8%
+$6,608.8 
ILF iShares Latin America 40 ETF
+0.79%
+$2,891.7 
JGRO JPMorgan Active Growth ETF
+0.78%
+$7,115.04 
MDT Medtronic plc
+0.76%
+$6,461.28 
STZ Constellation Brands, Inc.
+0.75%
+$5,324.24 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$57,522.5 
MMM 3M Company
+0.69%
+$6,726.5 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$3,602.68 
KHC The Kraft Heinz Company
+0.6%
+$6,545.65 
LMT Lockheed Martin Corporation
+0.6%
+$2,000.8 
QCOM QUALCOMM Incorporated
+0.58%
+$2,020.85 
T AT&T Inc.
+0.57%
+$1,158.87 
TJX The TJX Companies, Inc.
+0.56%
+$2,650.89 
VLUE iShares MSCI USA Value Factor ETF
+0.54%
+$14,563.56 
VOX Vanguard Communication Services ETF
+0.52%
+$4,421.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.49%
+$7,553.93 
OKE ONEOK, Inc.
+0.49%
+$1,371.26 
ADI Analog Devices, Inc.
+0.47%
+$10,515.57 
CMCSA Comcast Corp
+0.44%
+$1,929.69 
CME CME Group Inc.
+0.43%
+$5,277.74 
META Meta Platforms Inc Class A
+0.43%
+$21,979.22 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$1,319.89 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.41%
+$1,258.66 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$2,511 
DUK Duke Energy Corporation
+0.39%
+$825.47 
APD Air Products and Chemicals, Inc.
+0.36%
+$3,700.05 
BP BP p.l.c. Sponsored ADR
+0.36%
+$3,678.75 
PTLC Pacer Trendpilot US Large Cap ETF
+0.35%
+$4,638.12 
MPT Medical Properties Trust, Inc.
+0.32%
+$165 
FMC FMC Corporation
+0.31%
+$2,158.14 
VOO Vanguard S&P 500 ETF
+0.25%
+$16,024.58 
IWB iShares Russell 1000 ETF
+0.24%
+$886.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$22,053.06 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$8,618.76 
IVV iShares Core S&P 500 ETF
+0.24%
+$4,804.22 
USMV iShares MSCI USA Min Vol Factor ETF
+0.24%
+$3,682.99 
FLO Flowers Foods, Inc.
+0.24%
+$1,878.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.22%
+$1,159.83 
FTC First Trust Large Cap Growth Fund
+0.18%
+$1,008.43 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.15%
+$12,799.25 
BBWI Bath & Body Works, Inc.
+0.14%
+$1,838.31 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$554.76 
C Citigroup Inc.
+0.13%
+$308.7 
ET Energy Transfer L.P.
+0.12%
+$590.33 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.12%
+$358.8 
VO Vanguard Mid-Cap ETF
+0.08%
+$221.26 
ACWI iShares MSCI ACWI ETF
+0.06%
+$151.05 
JIG JPMorgan International Growth ETF
+0.06%
+$680.99 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$201.25 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$193.56 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$368.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$58.06 
IWM iShares Russell 2000 ETF
0%
+$54.63 
CTRA Coterra Energy Inc.
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TALO Talos Energy Inc.
-3.28%
-$7,407.82 
DRI Darden Restaurants, Inc.
-3%
-$29,088.88 
AAPL Apple Inc.
-2.48%
-$363,532.22 
ORCL Oracle Corporation
-2.23%
-$6,731.01 
NFLX Netflix, Inc.
-2.23%
-$4,006.35 
CPRI Capri Holdings Ltd.
-2.11%
-$13,658.55 
LW Lamb Weston Holdings, Inc.
-2.08%
-$16,204.5 
MS Morgan Stanley
-1.96%
-$5,388.93 
MRK Merck & Co., Inc.
-1.9%
-$8,196.54 
GE General Electric Company
-1.88%
-$8,974.07 
LLY Eli Lilly and Company
-1.82%
-$18,975.66 
HD The Home Depot, Inc.
-1.77%
-$28,180.28 
RITM Rithm Capital Corp.
-1.77%
-$2,897.4 
WMT Walmart Inc.
-1.64%
-$46,563.75 
DE Deere & Company
-1.63%
-$11,195.62 
UNP Union Pacific Corporation
-1.58%
-$13,618.35 
BBDC Barings BDC Inc.
-1.53%
-$11,905.32 
BA Boeing Company
-1.51%
-$4,195.77 
JNJ Johnson & Johnson
-1.42%
-$24,613.11 
GSBD Goldman Sachs BDC Inc.
-1.42%
-$15,364 
CAT Caterpillar Inc.
-1.38%
-$7,833.52 
NSC Norfolk Southern Corporation
-1.33%
-$5,555.37 
DIS The Walt Disney Company
-1.27%
-$5,029.44 
LRCX Lam Research Corporation
-1.25%
-$7,374.9 
WFC Wells Fargo & Company
-1.11%
-$11,124.93 
CHTR Charter Communications Inc
-1.09%
-$4,797.62 
F Ford Motor Company
-1.09%
-$3,386.13 
HPE Hewlett Packard Enterprise Company
-1.07%
-$5,455.66 
NEE NextEra Energy, Inc.
-1.05%
-$7,874.57 
BLK BlackRock, Inc.
-1.04%
-$2,599.74 
BAC Bank of America Corporation
-0.94%
-$3,152.72 
DAN Dana Inc.
-0.9%
-$1,522.32 
IYT iShares U.S. Transportation ETF
-0.89%
-$6,122.5 
ETR Entergy Corporation
-0.82%
-$4,752.3 
O Realty Income Corporation
-0.81%
-$7,247.75 
TLT iShares 20+ Year Treasury Bond ETF
-0.79%
-$3,850.49 
PG Procter & Gamble Co
-0.77%
-$2,255.15 
PB Prosperity Bancshares Inc.
-0.76%
-$5,626.32 
COST Costco Wholesale Corporation
-0.68%
-$3,092.45 
IFRA iShares U.S. Infrastructure
-0.66%
-$4,821.12 
XLV Health Care Select Sector SPDR Fund
-0.63%
-$2,851.92 
IDV iShares International Select Dividend ETF
-0.63%
-$19,537.47 
VPU Vanguard Utilities ETF
-0.62%
-$6,202.57 
VFC V.F. Corporation
-0.62%
-$6,355.65 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.6%
-$4,630.73 
MRNA Moderna, Inc.
-0.58%
-$4,196.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$2,036.45 
JPM JPMorgan Chase & Co.
-0.49%
-$26,510.4 
DVY iShares Select Dividend ETF
-0.49%
-$1,188.16 
GS The Goldman Sachs Group, Inc.
-0.48%
-$7,895.04 
DOC Healthpeak Properties, Inc.
-0.47%
-$2,728.74 
VIS Vanguard Industrials ETF
-0.45%
-$3,485.02 
AXP American Express Company
-0.44%
-$3,667.58 
UNH UnitedHealth Group Incorporated
-0.43%
-$3,525.51 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.41%
-$2,760.92 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$9,840 
ABBV AbbVie Inc.
-0.39%
-$8,632.54 
SDY SPDR S&P Dividend ETF
-0.37%
-$3,093.96 
EFA iShares MSCI EAFE ETF
-0.36%
-$3,394.87 
FTCS First Trust Capital Strength ETF
-0.35%
-$2,557.82 
WTW Willis Towers Watson Public Limited Company
-0.34%
-$1,842 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.34%
-$12,992.8 
AMGN Amgen Inc.
-0.33%
-$2,282.4 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$4,937.62 
IVLU iShares MSCI International Value Factor ETF
-0.32%
-$14,459.44 
JCI Johnson Controls International plc
-0.32%
-$3,844.8 
CMI Cummins Inc.
-0.3%
-$3,307.66 
ADNT Adient plc
-0.3%
-$1,940.34 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.3%
-$944.05 
IJS iShares S&P Small-Cap 600 Value ETF
-0.3%
-$1,061.49 
HTRB Hartford Total Return Bond ETF
-0.3%
-$2,672.8 
FBND Fidelity Total Bond ETF
-0.29%
-$719.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$5,574.02 
MCD McDonald's Corporation
-0.27%
-$3,184.3 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$2,845.8 
DON WisdomTree U.S. MidCap Dividend Fund
-0.27%
-$1,578.21 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,917.75 
PVH PVH Corp.
-0.26%
-$2,343.2 
CPB The Campbell's Company
-0.25%
-$1,814.67 
MSI Motorola Solutions, Inc.
-0.25%
-$4,639.98 
IWN iShares Russell 2000 Value ETF
-0.24%
-$2,601.72 
VZ Verizon Communications Inc.
-0.23%
-$1,784.78 
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$2,752.8 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$3,575.2 
IWD iShares Russell 1000 Value ETF
-0.21%
-$6,601.78 
CSCO Cisco Systems, Inc.
-0.2%
-$3,686.32 
KO The Coca-Cola Company
-0.2%
-$769.6 
IAU iShares Gold Trust
-0.17%
-$507 
GLD SPDR Gold Shares
-0.16%
-$1,078.8 
JPIB JPMorgan International Bond ETF
-0.16%
-$916.5 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$2,149.51 
PID Invesco International Dividend Achievers ETF
-0.13%
-$598.38 
VLU SPDR S&P 1500 Value Tilt ETF
-0.13%
-$1,162.12 
CRSP Crispr Therapeutics AG
-0.13%
-$875.76 
GRNB VanEck Green Bond ETF
-0.13%
-$341.7 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$1,462.33 
BBY Best Buy Co., Inc.
-0.12%
-$709.07 
ILCV iShares Morningstar Value ETF
-0.12%
-$1,432.94 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$909.29 
VSLU Applied Finance Valuation Large Cap ETF
-0.12%
-$3,374.53 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$7,071.52 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$582.62 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$318.26 
PRF Invesco FTSE RAFI US 1000 ETF
-0.06%
-$17,627.05 
FMB First Trust Managed Municipal Fund
-0.05%
-$370.07 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.05%
-$364.96 
ITA iShares U.S. Aerospace & Defense ETF
-0.04%
-$155.23 
DCRE DoubleLine Commercial Real Estate ETF
-0.04%
-$1,849.86 
VOLT Tema Electrification Fund
-0.02%
-$273.04 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$92.03 
CB Chubb Limited
-0.01%
-$76.86 
VXF Vanguard Extended Market ETF
0%
-$19.88 Events
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Dividends
Dividend Analysis
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| Trades 2600 | Longs Won 1529/2600 58% | Profit Factor 3.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,825.88 |
| Average Win $77,200.52 | Best Trade (Jul 22) $8.76M | Sharpe Ratio -9.05 |
| Average Loss -$28,596.51 | Worst Trade (Dec 31) -$979,784.49 | Z-Score -8.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $33,620.28 |
| 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 | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
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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: SPDR S&P 500 ETF Trust - $3.58M, iShares Russell 1000 Growth ETF - $2.22M, Broadcom Inc - $1.84M, Exxon Mobil Corporation - $1.81M, and Energy Select Sector SPDR Fund - $1.59M. 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 - $1.52M, 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 - $750,884.36. 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 $18.52M earned over time. The largest contributors to dividend income include Invesco FTSE RAFI US 1000 ETF - $1.01M, Chevron Corporation - $478,984.4, Exxon Mobil Corporation - $464,908.89, DoubleLine Commercial Real Estate ETF - $441,411.77, and VANGUARD TOTAL STOCK MKT ETF - $422,370.85. 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.
