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:
53.3%
Gain +0.08%
Monthly
1.21%
Yearly
15.47%
Drawdown
16.42%
$204.51M
Equity
Holdings
$204.51M
Investment
$145.58M
$64.77M
Profit +$122,973.74
Realized
$5.83M
Unrealized
$58.93M
Dividends
$12.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$122,973.74
Win %
90%
This Week
Compared To Last Week
Gain
1.86%
Profit
$3.74M
Win %
90%
This Month
Compared to last month
Gain
1.86%
Profit
$3.74M
Win %
90%
This Year
Compared to last year
Gain
10.25%
Profit
$19.02M
Win %
90%
AMZN Amazon.com Inc
+15.32%
+$36,079.99 
GOOGL Alphabet Inc
+6.73%
+$28,109.97 
NVDA NVIDIA Corporation
+2.93%
+$14,594.78 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,217.16 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,814.25 
VUG Vanguard Growth ETF
+1.1%
+$46,548.36 
ADBE Adobe Inc.
+1.01%
+$2,103.39 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,053.84 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$15,035.87 
TSLA Tesla, Inc.
+0.76%
+$6,893.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,680.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,263.54 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$11,319.9 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,652.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$22,654.78 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$5,261.7 
IWB iShares Russell 1000 ETF
+0.64%
+$2,195.59 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,425.65 
APH Amphenol Corporation
+0.55%
+$4,235.39 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$19,241.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$6,763.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,685.74 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.53%
+$623.3 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$54,256.18 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,593.96 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$8,752 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.37%
+$2,189.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,289.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$133,281.28 
BAC Bank of America Corporation
+0.36%
+$947.98 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$25,304.77 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$648.2 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$716.46 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$348.25 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$123.01 
AAPL Apple Inc.
-7.35%
-$270,259.44 
QCOM QUALCOMM Incorporated
-2.63%
-$11,818.41 
GLD SPDR Gold Shares
-1.49%
-$3,124.71 
IAU iShares Gold Trust
-1.46%
-$76,817.4 
SRE Sempra
-1.15%
-$20,350.74 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$55,348.53 
IFGL iShares International Developed Real Estate ETF
-1.03%
-$3,687.36 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$3,838.38 
XOM Exxon Mobil Corporation
-0.97%
-$14,460.03 
SPGI S&P Global Inc.
-0.74%
-$1,682.37 
PDI Pimco Dynamic Income Fund
-0.68%
-$1,148.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,959.25 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$224,080.87 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,772 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$14,171.74 
VNQ Vanguard Real Estate ETF
-0.54%
-$37,052.64 
HD The Home Depot, Inc.
-0.42%
-$8,259.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,467.96 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,701.64 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,904.27 
IEUS iShares MSCI Europe Small-Cap ETF
-0.3%
-$959.2 
SDY SPDR S&P Dividend ETF
-0.28%
-$681.56 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$876.99 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,615.59 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,446.28 
COST Costco Wholesale Corporation
-0.24%
-$1,142.26 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,112.92 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,026.76 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$787.56 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,483.36 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,796.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,049.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$3,110.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,154.72 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$362.04 
IXUS iShares Core International Stock ETF
-0.15%
-$1,888.74 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$6,870.76 
EZU iShares MSCI Eurozone ETF
-0.12%
-$512 
IYF iShares U.S. Financials ETF
-0.09%
-$288.74 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$726.72 
VO Vanguard Mid-Cap ETF
-0.05%
-$397.76 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$7,302.87 
V Visa Inc. Class A
-0.04%
-$234.48 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 552/629 87% | Profit Factor 52.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $478,706.76 |
| Average Win $119,622.47 | Best Trade (Aug 05) $8.04M | Sharpe Ratio -9.8 |
| Average Loss -$16,434.94 | Worst Trade (Aug 02) -$255,699.81 | Z-Score 32.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 3d | Expectancy $102,966.79 |
| 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 | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $3.18M, Vanguard Emerging Markets Government Bond Fund - $2.04M, JPMorgan Equity Premium Income Fund - $1.8M, Dimensional International Core Equity Market ETF - $1.48M, and Dimensional U.S. Core Equity 2 ETF - $1.01M. 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: Pfizer Inc - $152,738.8, Realty Income Corporation - $79,194.02, Bank of America Corporation - $45,109.72, DOC - $36,869.76, and International Business Machines Corporation - $36,470. 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 $12.8M earned over time. The largest contributors to dividend income include Vanguard Emerging Markets Government Bond Fund - $2.03M, JPMorgan Equity Premium Income Fund - $1.79M, Dimensional International Core Equity Market ETF - $1.46M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $907,529.55, and Dimensional U.S. Core Equity 2 ETF - $779,999.35. 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.
