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:
72.47%
Gain -0.23%
Monthly
0.87%
Yearly
10.94%
Drawdown
17.05%
$368.93M
Equity
Holdings
$368.93M
Investment
$289.15M
$105.07M
Profit -$676,600.07
Realized
$25.28M
Unrealized
$79.79M
Dividends
$19.09M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$676,600.07
Win %
76%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$4.47M
Win %
76%
This Month
Compared to last month
Gain
-0.59%
Profit
-$2.2M
Win %
76%
This Year
Compared to last year
Gain
2.08%
Profit
$7.55M
Win %
77%
NBIS Nebius Group N.V.
+34.14%
+$203,121.66 
ALM Almonty Industries Inc.
+8.13%
+$12,010.68 
HPE Hewlett Packard Enterprise Company
+8.11%
+$49,788.9 
DRAM Roundhill Memory ETF
+7.68%
+$18,572.5 
EZPW EzCorp Inc.
+7.19%
+$16,003.06 
SNDK SanDisk Corporation
+5.76%
+$33,983.34 
ORCL Oracle Corporation
+5.36%
+$15,662.4 
MRNA Moderna, Inc.
+5.12%
+$30,476.1 
BGS B&G Foods Inc.
+4.99%
+$3,932.1 
MU Micron Technology, Inc.
+4.92%
+$37,894.18 
LRCX Lam Research Corporation
+4.72%
+$27,444.88 
KSS Kohl's Corporation
+4.22%
+$19,223.88 
DRI Darden Restaurants, Inc.
+4.01%
+$42,302.04 
BAI iShares A.I. Innovation and Tech Active ETF
+3.65%
+$20,400.66 
MPC Marathon Petroleum Corporation
+3.52%
+$76,871.28 
INTC Intel Corporation
+3.32%
+$15,960.24 
STRL Sterling Infrastructure, Inc.
+3.04%
+$8,580.69 
NVDA NVIDIA Corporation
+3.03%
+$285,439.09 
CSCO Cisco Systems, Inc.
+2.87%
+$55,072.35 
GEV GE Vernova Inc.
+2.77%
+$13,477.62 
WMT Walmart Inc.
+2.43%
+$65,164 
SOXX iShares Semiconductor ETF
+2.32%
+$12,310.71 
AHCO AdaptHealth Corp.
+2.12%
+$2,105.88 
WMB The Williams Companies, Inc.
+1.92%
+$4,113.01 
MRK Merck & Co., Inc.
+1.92%
+$8,597.5 
AMD Advanced Micro Devices, Inc.
+1.81%
+$6,242.24 
SPMO Invesco S&P 500 Momentum ETF
+1.78%
+$3,741.8 
WFC Wells Fargo & Company
+1.69%
+$16,617.44 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$9,164.94 
AVEM Avantis Emerging Markets Equity ETF
+1.54%
+$184,555.72 
LMT Lockheed Martin Corporation
+1.5%
+$5,889.09 
XLK State Street Technology Select Sector SPDR ETF
+1.49%
+$48,162.06 
CAT Caterpillar Inc.
+1.45%
+$6,494.12 
IEMG iShares Core MSCI Emerging Markets ETF
+1.41%
+$68,336.75 
ADEA Adeia Inc.
+1.41%
+$4,218.24 
JIG JPMorgan International Growth ETF
+1.36%
+$17,402.95 
C Citigroup Inc.
+1.33%
+$3,277.91 
VOLT Tema Electrification Fund
+1.28%
+$40,018.3 
BAC Bank of America Corporation
+1.27%
+$4,518.18 
VLUE iShares MSCI USA Value Factor ETF
+1.26%
+$34,431.72 
ETR Entergy Corporation
+1.2%
+$7,640.32 
MS Morgan Stanley
+1.2%
+$3,027.45 
JGRO JPMorgan Active Growth ETF
+1.15%
+$3,179.53 
O Realty Income Corporation
+1.13%
+$9,338.7 
PB Prosperity Bancshares Inc.
+1.11%
+$8,247.56 
PWR Quanta Services Inc.
+1.11%
+$32,453.19 
CME CME Group Inc.
+1.1%
+$14,315.5 
FTC First Trust Large Cap Growth Fund
+1.09%
+$6,537.91 
ABT Abbott Laboratories
+1.08%
+$2,898.84 
LW Lamb Weston Holdings, Inc.
+0.99%
+$8,691.8 
GLD SPDR Gold Shares
+0.99%
+$7,702.24 
IAU iShares Gold Trust
+0.97%
+$3,244.8 
AXP American Express Company
+0.96%
+$7,056.63 
IWP iShares Russell Mid-Cap Growth ETF
+0.93%
+$7,906 
SCHF Schwab International Equity ETF
+0.92%
+$1,898.52 
JPM JPMorgan Chase & Co.
+0.87%
+$48,654.16 
UNH UnitedHealth Group Incorporated
+0.84%
+$5,875.2 
IGM iShares Expanded Tech Sector ETF
+0.84%
+$6,666.72 
MLPX Global X MLP & Energy Infrastructure ETF
+0.83%
+$5,070.32 
IYW iShares U.S. Technology ETF
+0.82%
+$14,286.09 
ET Energy Transfer L.P.
+0.82%
+$4,020.67 
SCHV Schwab U.S. Large-Cap Value ETF
+0.8%
+$1,834.56 
IWO iShares Russell 2000 Growth ETF
+0.8%
+$1,707.38 
KMI Kinder Morgan, Inc.
+0.79%
+$3,870.75 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.79%
+$3,434.3 
CMI Cummins Inc.
+0.77%
+$7,697.85 
TEAM Atlassian Corporation Class A
+0.75%
+$11,470.06 
DOC Healthpeak Properties, Inc.
+0.73%
+$3,896.7 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$21,734.96 
VEU Vanguard FTSE All-World ex-US ETF
+0.73%
+$14,041.14 
EFIV SPDR S&P 500 ESG ETF
+0.68%
+$1,452.48 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$57,371.3 
VXF Vanguard Extended Market ETF
+0.66%
+$2,999.56 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.66%
+$3,645.18 
MDLZ Mondelez International, Inc.
+0.65%
+$1,386.8 
MSI Motorola Solutions, Inc.
+0.62%
+$12,493.48 
VO Vanguard Mid-Cap ETF
+0.58%
+$1,225.45 
IWM iShares Russell 2000 ETF
+0.57%
+$10,844.66 
MCD McDonald's Corporation
+0.56%
+$5,869.89 
COST Costco Wholesale Corporation
+0.56%
+$2,517.14 
PSX Phillips 66
+0.54%
+$1,799.5 
FCX Freeport-McMoRan Inc.
+0.51%
+$1,623.65 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$2,199.16 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.49%
+$2,322.77 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.49%
+$3,872.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$7,748.8 
VPU Vanguard Utilities ETF
+0.48%
+$3,259.8 
KLAR Klarna Group Plc
+0.47%
+$4,349.47 
ACWI iShares MSCI ACWI ETF
+0.47%
+$1,888.6 
IDU iShares U.S. Utilities ETF
+0.46%
+$929.73 
AMGN Amgen Inc.
+0.45%
+$3,555.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$2,058.84 
LLY Eli Lilly and Company
+0.43%
+$6,401.4 
IWN iShares Russell 2000 Value ETF
+0.43%
+$7,004.16 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$6,231.33 
JNJ Johnson & Johnson
+0.41%
+$6,746.96 
IWR iShares Russell Mid-Cap ETF
+0.41%
+$10,333.9 
GARP iShares MSCI USA Quality GARP ETF
+0.41%
+$66,153.12 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.39%
+$15,035.79 
EFA iShares MSCI EAFE ETF
+0.38%
+$3,542.84 
IEFA iShares Core MSCI EAFE ETF
+0.38%
+$5,952.32 
MDY SPDR S&P MidCap 400 ETF Trust
+0.38%
+$6,218.46 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$6,397.98 
RJDI RJ Eagle GCM Dividend Select Income ETF
+0.36%
+$2,510.27 
MMM 3M Company
+0.35%
+$3,531.45 
IJS iShares S&P Small-Cap 600 Value ETF
+0.35%
+$1,268.58 
PTLC Pacer Trendpilot US Large Cap ETF
+0.33%
+$4,271.04 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$3,720.07 
IVLU iShares MSCI International Value Factor ETF
+0.32%
+$8,020.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$28,944.47 
IWB iShares Russell 1000 ETF
+0.3%
+$1,118.76 
DE Deere & Company
+0.29%
+$2,142.15 
UNP Union Pacific Corporation
+0.29%
+$2,302.22 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.29%
+$1,631.4 
EUSA iShares MSCI USA Equal Weighted ETF
+0.28%
+$587.51 
GS The Goldman Sachs Group, Inc.
+0.27%
+$3,961.96 
KO The Coca-Cola Company
+0.27%
+$1,074.79 
NOMD Nomad Foods Ltd.
+0.26%
+$390.03 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$1,202.73 
IVV iShares Core S&P 500 ETF
+0.25%
+$4,998.05 
PRF Invesco FTSE RAFI US 1000 ETF
+0.25%
+$80,550.82 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$6,282.12 
VOO Vanguard S&P 500 ETF
+0.25%
+$16,157.93 
DUK Duke Energy Corporation
+0.24%
+$495.9 
NSC Norfolk Southern Corporation
+0.24%
+$1,045.7 
QCOM QUALCOMM Incorporated
+0.24%
+$793.29 
IFRA iShares U.S. Infrastructure
+0.23%
+$1,992.9 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$26,623.74 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$5,221.15 
VIS Vanguard Industrials ETF
+0.21%
+$1,645.42 
PEP PepsiCo, Inc.
+0.21%
+$528.38 
VLU SPDR S&P 1500 Value Tilt ETF
+0.19%
+$1,690.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$1,446.9 
XLE Energy Select Sector SPDR Fund
+0.16%
+$406.5 
EPD Enterprise Products Partners L.P.
+0.16%
+$1,502.94 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.16%
+$484.12 
EQWL Invesco S&P 100 Equal Weight ETF
+0.16%
+$16,672.06 
DON WisdomTree U.S. MidCap Dividend Fund
+0.15%
+$916.38 
ETN Eaton Corporation plc
+0.15%
+$3,189.77 
IWS iShares Russell Mid-Cap Value ETF
+0.15%
+$2,070.75 
FLO Flowers Foods, Inc.
+0.14%
+$161.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.14%
+$1,086.54 
GRNB VanEck Green Bond ETF
+0.13%
+$341.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$3,409.89 
JMUB JPMorgan Municipal Bond ETF
+0.1%
+$444.5 
MDT Medtronic plc
+0.09%
+$683.44 
MMIT NYLI MacKay Muni Intermediate ETF
+0.08%
+$368.16 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.08%
+$466.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.08%
+$5,477.28 
JPIB JPMorgan International Bond ETF
+0.07%
+$403.85 
HACK Amplify Cybersecurity ETF
+0.05%
+$319.14 
NEE NextEra Energy, Inc.
+0.05%
+$380.72 
FBND Fidelity Total Bond ETF
+0.04%
+$121.74 
USMV iShares MSCI USA Min Vol Factor ETF
+0.04%
+$625.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$76.74 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$490.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
CHTR Charter Communications Inc
-4.74%
-$26,765.01 
HUBS HubSpot, Inc.
-4.71%
-$30,993.34 
BBWI Bath & Body Works, Inc.
-3.97%
-$46,093.5 
PVH PVH Corp.
-3.85%
-$38,311.32 
LULU lululemon athletica inc.
-3.77%
-$26,572.44 
META Meta Platforms Inc Class A
-3.38%
-$158,693.99 
HD The Home Depot, Inc.
-3.12%
-$48,432.24 
ADNT Adient plc
-2.72%
-$16,902.6 
OPEN Opendoor Technologies Inc.
-2.51%
-$1,143 
ALL Allstate Corporation
-2.44%
-$5,776.57 
MSFT Microsoft Corp.
-2.26%
-$201,266.68 
CDZI Cadiz Inc.
-2.25%
-$2,082.72 
FISV Fiserv, Inc.
-2.2%
-$17,596.04 
TJX The TJX Companies, Inc.
-2.01%
-$8,882.97 
HOVR New Horizon Aircraft Ltd.
-1.97%
-$2,000 
FIS Fidelity National Information Services, Inc.
-1.96%
-$8,173.2 
AMZN Amazon.com Inc
-1.83%
-$170,238.5 
APD Air Products and Chemicals, Inc.
-1.69%
-$16,898.98 
TXN Texas Instruments Inc
-1.65%
-$3,752.54 
FMC FMC Corporation
-1.63%
-$10,531.16 
TSLA Tesla, Inc.
-1.59%
-$2,798.39 
HAL Halliburton Company
-1.51%
-$7,269.03 
VFC V.F. Corporation
-1.42%
-$12,703.11 
JCI Johnson Controls International plc
-1.27%
-$15,643.69 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$5,219.68 
GSBD Goldman Sachs BDC Inc.
-1.24%
-$17,056.2 
AMLP Alerian MLP ETF
-1.23%
-$7,047.52 
CB Chubb Limited
-1.08%
-$13,621.11 
F Ford Motor Company
-1.07%
-$3,319.05 
IBM International Business Machines Corporation
-1.02%
-$8,732.76 
V Visa Inc. Class A
-0.94%
-$16,690.65 
BA Boeing Company
-0.87%
-$2,664.25 
AAPL Apple Inc.
-0.87%
-$117,101.18 
BBDC Barings BDC Inc.
-0.86%
-$8,404.48 
PG Procter & Gamble Co
-0.78%
-$2,308.61 
VOX Vanguard Communication Services ETF
-0.77%
-$6,403.54 
SW Smurfit WestRock PLC
-0.75%
-$1,649.09 
GE General Electric Company
-0.74%
-$3,688.24 
CMCSA Comcast Corp
-0.7%
-$2,672.82 
VZ Verizon Communications Inc.
-0.61%
-$5,010.91 
WTW Willis Towers Watson Public Limited Company
-0.61%
-$3,845.12 
ILF iShares Latin America 40 ETF
-0.59%
-$4,184 
BP BP p.l.c. Sponsored ADR
-0.53%
-$5,136.59 
ABBV AbbVie Inc.
-0.53%
-$11,475.29 
CPB The Campbell's Company
-0.53%
-$9,801.84 
RTX RTX Corporation
-0.49%
-$4,045.84 
KHC The Kraft Heinz Company
-0.49%
-$5,841.36 
SHEL Shell plc
-0.47%
-$2,070.88 
TALO Talos Energy Inc.
-0.45%
-$1,068.97 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.41%
-$1,269.6 
COWZ Pacer US Cash Cows 100 ETF
-0.4%
-$1,885.24 
BBY Best Buy Co., Inc.
-0.34%
-$1,805.44 
UPBD Upbound Group, Inc.
-0.31%
-$569.7 
DIS The Walt Disney Company
-0.3%
-$969.99 
SM SM Energy Company
-0.28%
-$3,075.93 
ICOW Pacer Developed Markets International ETF
-0.24%
-$633.38 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.24%
-$918.4 
ADI Analog Devices, Inc.
-0.23%
-$4,776.25 
ILCV iShares Morningstar Value ETF
-0.21%
-$2,595.09 
RITM Rithm Capital Corp.
-0.2%
-$360.18 
GOOG Alphabet Inc
-0.18%
-$1,930.95 
FTCS First Trust Capital Strength ETF
-0.17%
-$1,108.06 
CRSP Crispr Therapeutics AG
-0.15%
-$1,167.68 
CPRI Capri Holdings Ltd.
-0.13%
-$791.8 
IDV iShares International Select Dividend ETF
-0.11%
-$2,987.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.11%
-$359.36 
ITA iShares U.S. Aerospace & Defense ETF
-0.11%
-$457.22 
PID Invesco International Dividend Achievers ETF
-0.11%
-$488.68 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$457.52 
SDY SPDR S&P Dividend ETF
-0.1%
-$807.45 
GOOGL Alphabet Inc
-0.08%
-$724.3 
IWD iShares Russell 1000 Value ETF
-0.06%
-$2,067.74 
IYT iShares U.S. Transportation ETF
-0.03%
-$232.5 
CVX Chevron Corporation
-0.03%
-$723.66 
XOM Exxon Mobil Corporation
-0.03%
-$846.9 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.03%
-$235.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.02%
-$559.91 
PM Philip Morris International Inc.
-0.02%
-$35.07 
STZ Constellation Brands, Inc.
-0.01%
-$107.02 
AVGO Broadcom Inc.
-0.01%
-$315.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2813 | Longs Won 1749/2813 62% | Profit Factor 3.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $269,199.94 |
| Average Win $80,307.4 | Best Trade (Sep 04) $9.57M | Sharpe Ratio -9.11 |
| Average Loss -$33,261.51 | Worst Trade (Dec 31) -$979,784.49 | Z-Score 0.06 (4.49%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $37,350.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,023 | $8.28M | $13.31M | - | $5.03M | 60.77% | -0.872% |
| ABBV AbbVie Inc. | 8,628 | $1.76M | $2.15M | - | $385,395.37 | 21.89% | -0.532% |
| ABT Abbott Laboratories | 2,436 | $282,165.2 | $270,176.76 | - | -$11,988.44 | -4.25% | +1.085% |
| ACWI iShares MSCI ACWI ETF | 2,485 | $360,289.75 | $401,700.25 | - | $41,410.5 | 11.49% | +0.472% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,630 | $287,355.2 | $437,732.5 | - | $150,377.3 | 52.33% | +0.791% |
| ADEA Adeia Inc. | 10,816 | $134,054.32 | $304,037.76 | - | $169,983.44 | 126.8% | +1.407% |
| ADI Analog Devices, Inc. | 5,490 | $1.29M | $2.11M | - | $819,993.19 | 63.54% | -0.226% |
| ADNT Adient plc | 32,505 | $656,622.27 | $605,243.1 | - | -$51,379.17 | -7.82% | -2.717% |
| AGG iShares Core U.S. Aggregate Bond ETF | 30,999 | $3.08M | $3.02M | - | -$54,901.43 | -1.79% | +0.113% |
| AHCO AdaptHealth Corp. | 17,549 | $208,349.14 | $101,257.73 | - | -$107,091.41 | -51.4% | +2.124% |
| ALL Allstate Corporation | 904 | $215,097.76 | $231,279.36 | - | $16,181.6 | 7.52% | -2.437% |
| ALM Almonty Industries Inc. | 11,121 | $161,032.08 | $159,808.77 | - | -$1,223.31 | -0.76% | +8.126% |
| AMD Advanced Micro Devices, Inc. | 725 | $154,107.16 | $350,124.24 | - | $196,017.08 | 127.2% | +1.815% |
| AMGN Amgen Inc. | 1,891 | $550,151.25 | $786,996.38 | - | $236,845.13 | 43.05% | +0.454% |
| AMLP Alerian MLP ETF | 10,364 | $452,984.81 | $566,599.88 | - | $113,615.07 | 25.08% | -1.229% |
| AMZN Amazon.com Inc | 34,116 | $5.81M | $9.12M | - | $3.31M | 56.95% | -1.833% |
| APD Air Products and Chemicals, Inc. | 3,225 | $886,965.16 | $980,625.77 | - | $93,660.61 | 10.56% | -1.694% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 3,687 | $293,410.77 | $475,364.87 | - | $181,954.1 | 62.01% | +0.491% |
| AVEM Avantis Emerging Markets Equity ETF | 129,969 | $12.54M | $12.15M | - | -$388,607.31 | -3.1% | +1.542% |
| AVGO Broadcom Inc. | 10,534 | $1.25M | $4.38M | - | $3.13M | 250.76% | -0.007% |
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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 - $3.92M, Broadcom Inc - $2.35M, Exxon Mobil Corporation - $2.25M, iShares Russell 1000 Growth ETF - $2.23M, and Energy Select Sector SPDR Fund - $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 - $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 $19.09M earned over time. The largest contributors to dividend income include Invesco FTSE RAFI US 1000 ETF - $1.01M, Chevron Corporation - $500,452.98, DoubleLine Commercial Real Estate ETF - $492,071.85, Exxon Mobil Corporation - $482,355.03, and VANGUARD TOTAL STOCK MKT ETF - $423,105.14. 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.
