Christopher E. Jaccard Portfolio
Invests via Financial Alternatives Inc. | Managed by Christopher E. Jaccard
Invests via Financial Alternatives Inc.
Managed by Christopher E. Jaccard
Automatically Tracked
Christopher E. Jaccard Profile
With a robust entrepreneurial path, Christopher E. Jaccard has significantly impacted the tech and finance sectors. He co-founded several innovative startups, leveraging his expertise in market strategy and operational efficiency to drive growth. Known for transforming concepts into viable businesses, he combines technical acumen with keen investment insight to capitalize on emerging trends. As a forward-thinking leader, he actively participates in venture capital circles, assessing new technologies poised for disruption. His contributions extend beyond founding ventures; they include advising numerous companies on scaling operations and strategic planning.
With a robust entrepreneurial path, Christopher E. Jaccard has significantly impacted the tech and finance sectors. He co-founded several innovative startups, leveraging his expertise in market strategy and operational efficiency to drive growth. Known for transforming concepts into viable businesses, he combines technical acumen with keen investment insight to capitalize on emerging trends. As a forward-thinking leader, he actively participates in venture capital circles, assessing new technologies poised for disruption. His contributions extend beyond founding ventures; they include advising numerous companies on scaling operations and strategic planning.
Investment Philosophy & Strategy
Evaluating opportunities through a growth lens, Christopher E. Jaccard exhibits a keen ability to identify high-potential ventures in the technology landscape. His extensive background as an entrepreneur informs his strategic decisions, allowing him to navigate complex markets with agility and insight. With a focus on innovative solutions, he actively engages in venture capital activities that target transformative technologies ripe for expansion. By leveraging operational expertise and market intuition, he crafts tailored strategies that enhance value creation while aligning investments with future industry trajectories.
Evaluating opportunities through a growth lens, Christopher E. Jaccard exhibits a keen ability to identify high-potential ventures in the technology landscape. His extensive background as an entrepreneur informs his strategic decisions, allowing him to navigate complex markets with agility and insight. With a focus on innovative solutions, he actively engages in venture capital activities that target transformative technologies ripe for expansion. By leveraging operational expertise and market intuition, he crafts tailored strategies that enhance value creation while aligning investments with future industry trajectories.
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:
61.51%
Gain +0.65%
Monthly
1.12%
Yearly
14.37%
Drawdown
16.43%
$203.72M
Equity
Holdings
$203.72M
Investment
$147.33M
$62.64M
Profit +$939,333.16
Realized
$6.24M
Unrealized
$56.4M
Dividends
$13.61M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$939,333.16
Win %
77%
This Week
Compared To Last Week
Gain
0.1%
Profit
$195,589.61
Win %
77%
This Month
Compared to last month
Gain
0.28%
Profit
$571,245.53
Win %
77%
This Year
Compared to last year
Gain
0.48%
Profit
$980,736.79
Win %
79%
APH Amphenol Corporation
+2.37%
+$39,755.38 
SPGI S&P Global Inc.
+1.53%
+$3,282.51 
NVDA NVIDIA Corporation
+1.43%
+$10,932.63 
HD The Home Depot, Inc.
+1.35%
+$22,887.87 
GS The Goldman Sachs Group, Inc.
+1.2%
+$2,116.62 
IWP iShares Russell Mid-Cap Growth ETF
+1.03%
+$8,995.1 
IWF iShares Russell 1000 Growth ETF
+0.93%
+$2,246.7 
VONG Vanguard Russell 1000 Growth Fund
+0.9%
+$14,609 
VOOG Vanguard S&P 500 Growth ETF
+0.9%
+$2,920.2 
VUG Vanguard Growth ETF
+0.86%
+$39,545.09 
MGK Vanguard Mega Cap Growth ETF
+0.8%
+$3,031.32 
TSLA Tesla, Inc.
+0.8%
+$9,394.18 
VO Vanguard Mid-Cap ETF
+0.78%
+$6,215 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.73%
+$3,941.64 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$9,718.65 
VNQ Vanguard Real Estate ETF
+0.72%
+$44,845.44 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.7%
+$7,130.94 
IWB iShares Russell 1000 ETF
+0.69%
+$2,480.66 
BRK-A Berkshire Hathaway Inc.
+0.69%
+$10,424 
IWR iShares Russell Mid-Cap ETF
+0.69%
+$2,030.25 
IYF iShares U.S. Financials ETF
+0.68%
+$2,069.16 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$8,557.47 
AMZN Amazon.com Inc
+0.68%
+$1,700.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$34,651.87 
SRE Sempra
+0.67%
+$10,265.32 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.66%
+$3,558.65 
IVV iShares Core S&P 500 ETF
+0.66%
+$2,326.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.66%
+$5,163.19 
ESGV Vanguard ESG U.S. Stock ETF
+0.65%
+$5,357.7 
VIG Vanguard Dividend Appreciation ETF
+0.65%
+$4,256.56 
VOO Vanguard S&P 500 ETF
+0.65%
+$1,805.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$22,460.13 
BAC Bank of America Corporation
+0.63%
+$1,465.06 
EZU iShares MSCI Eurozone ETF
+0.63%
+$2,688 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.61%
+$7,558 
SPGP Invesco S&P 500 GARP ETF
+0.6%
+$8,979.73 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.6%
+$28,674.08 
COST Costco Wholesale Corporation
+0.6%
+$3,007.96 
IEUS iShares MSCI Europe Small-Cap ETF
+0.6%
+$1,808.53 
VOE Vanguard Mid-Cap Value ETF
+0.57%
+$4,974.26 
DFAU Dimensional US Core Equity Market ETF
+0.56%
+$20,591.4 
IWD iShares Russell 1000 Value ETF
+0.54%
+$1,938.6 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.53%
+$84,504.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.5%
+$187,843.27 
IWS iShares Russell Mid-Cap Value ETF
+0.48%
+$2,892.98 
EFA iShares MSCI EAFE ETF
+0.47%
+$2,037 
PDI Pimco Dynamic Income Fund
+0.46%
+$678.4 
IJS iShares S&P Small-Cap 600 Value ETF
+0.43%
+$3,373.05 
MGV Vanguard Mega Cap Value ETF
+0.43%
+$1,893.5 
SDY SPDR S&P Dividend ETF
+0.42%
+$968.12 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.42%
+$4,399.22 
DFAI Dimensional International Core Equity Market ETF
+0.41%
+$142,165.73 
VBK Vanguard Small-Cap Growth ETF
+0.35%
+$3,511.11 
PRF Invesco FTSE RAFI US 1000 ETF
+0.34%
+$1,239.56 
DFIC Dimensional International Core Equity Market ETF
+0.33%
+$8,046.12 
IAU iShares Gold Trust
+0.33%
+$17,483.31 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.33%
+$8,706.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$1,995.53 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.31%
+$14,077.64 
GLD SPDR Gold Shares
+0.28%
+$674.16 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.27%
+$3,741.11 
VSGX Vanguard ESG International Stock ETF
+0.26%
+$638.4 
JEPI JPMorgan Equity Premium Income Fund
+0.25%
+$17,969.91 
VEU Vanguard FTSE All-World ex-US ETF
+0.24%
+$3,043.22 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.24%
+$1,588.32 
IXUS iShares Core International Stock ETF
+0.24%
+$3,028.93 
XOM Exxon Mobil Corporation
+0.23%
+$3,638.64 
V Visa Inc. Class A
+0.18%
+$1,139.68 
VPL Vanguard FTSE Pacific ETF
+0.17%
+$691.6 
AAPL Apple Inc.
+0.15%
+$5,751.99 
COHR Coherent Corp.
+0.14%
+$245.7 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.1%
+$645.35 
IFGL iShares International Developed Real Estate ETF
+0.1%
+$310.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$337.14 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.07%
+$245.59 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.01%
+$271.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
QCOM QUALCOMM Incorporated
-0.38%
-$1,228.18 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.21%
-$249.32 
ESGE iShares ESG Aware MSCI EM ETF
-0.21%
-$465.4 
GOOGL Alphabet Inc
-0.2%
-$1,027.6 
VTWO Vanguard Russell 2000 ETF
-0.2%
-$437 
DFAE Dimensional Emerging Core Equity Market ETF
-0.12%
-$15,897.75 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.12%
-$1,801.2 Events
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Dividends
Dividend Analysis
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| Trades 678 | Longs Won 559/678 82% | Profit Factor 32.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $459,476.77 |
| Average Win $115,647.14 | Best Trade (Aug 17) $8.2M | Sharpe Ratio -9.89 |
| Average Loss -$16,870.97 | Worst Trade (Jun 29) -$261,841.39 | Z-Score 12.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 6d | Expectancy $92,388.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,739 | $2.28M | $3.91M | - | $1.64M | 71.91% | +0.147% |
| AMZN Amazon.com Inc | 1,000 | $140,128.62 | $253,100 | - | $112,971.38 | 80.62% | +0.676% |
| APH Amphenol Corporation | 19,252 | $205,641.62 | $1.72M | - | $1.51M | 736.3% | +2.366% |
| BAC Bank of America Corporation | 4,309 | $203,902.08 | $234,151.06 | - | $30,248.98 | 14.84% | +0.63% |
| BRK-A Berkshire Hathaway Inc. | 2 | $937,422 | $1.52M | - | $585,754 | 62.49% | +0.689% |
| BRK-B Berkshire Hathaway Inc. | 2,681 | $1M | $1.36M | - | $360,697.66 | 36.04% | +0.719% |
| COHR Coherent Corp. | 546 | $215,381 | $182,413.14 | - | -$32,967.86 | -15.31% | +0.135% |
| COST Costco Wholesale Corporation | 541 | $388,139.82 | $502,632.28 | - | $114,492.46 | 29.5% | +0.602% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 834,859 | $24.57M | $37.98M | - | $13.41M | 54.58% | +0.497% |
| DFAE Dimensional Emerging Core Equity Market ETF | 317,955 | $8.1M | $12.83M | - | $4.73M | 58.42% | -0.124% |
| DFAI Dimensional International Core Equity Market ETF | 836,269 | $26.65M | $34.87M | - | $8.22M | 30.83% | +0.409% |
| DFAU Dimensional US Core Equity Market ETF | 68,638 | $2.17M | $3.68M | - | $1.5M | 69.08% | +0.563% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 17,648 | $446,260.54 | $662,505.92 | - | $216,245.38 | 48.46% | +0.24% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 54,329 | $1.23M | $2.22M | - | $991,059.9 | 80.85% | +0.012% |
| DFIC Dimensional International Core Equity Market ETF | 64,369 | $1.47M | $2.44M | - | $969,408.61 | 66.13% | +0.331% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 2,407 | $799,099.88 | $1.24M | - | $441,106.87 | 55.2% | +0.613% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 14,341 | $675,209.27 | $646,994.21 | - | -$28,215.06 | -4.18% | +0.1% |
| EFA iShares MSCI EAFE ETF | 4,200 | $275,688 | $438,963 | - | $163,275 | 59.22% | +0.466% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 52,613 | $4.49M | $4.78M | - | $288,246.6 | 6.41% | +0.603% |
| ESGE iShares ESG Aware MSCI EM ETF | 4,047 | $221,331 | $225,154.84 | - | $3,823.84 | 1.73% | -0.206% |
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FAQ
Which stocks have generated the highest profits for Christopher E. Jaccard?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $3.32M, Vanguard Emerging Markets Government Bond Fund - $2.21M, JPMorgan Equity Premium Income Fund - $1.85M, Dimensional International Core Equity Market ETF - $1.64M, and Dimensional U.S. Core Equity 2 ETF - $1.09M. 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: Adobe Inc - $270,277.81, Pfizer Inc - $152,738.8, Realty Income Corporation - $79,194.02, Bank of America Corporation - $43,730.84, and DOC - $36,869.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher E. Jaccard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.61M earned over time. The largest contributors to dividend income include Vanguard Emerging Markets Government Bond Fund - $2.19M, JPMorgan Equity Premium Income Fund - $1.83M, Dimensional International Core Equity Market ETF - $1.62M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $929,116.96, and Dimensional U.S. Core Equity 2 ETF - $860,980.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher E. Jaccard's monthly returns?
Christopher E. Jaccard's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Christopher E. Jaccard's strategy be considered aggressive or moderate?
Christopher E. Jaccard's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Christopher E. Jaccard's strategy?
Christopher E. Jaccard's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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