CEJ
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:
25.99%
Gain 0%
Monthly
0.73%
Yearly
9.11%
Drawdown
12.32%
$201.34M
Equity
Holdings
$201.34M
Investment
$145.86M
$61.68M
Profit +$64.46
Realized
$5.93M
Unrealized
$55.76M
Dividends
$11.71M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
$64.46
Win %
89%
This Week
Compared To Last Week
Gain
0%
Profit
$64.46
Win %
89%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.22M
Win %
89%
This Year
Compared to last year
Gain
3.45%
Profit
$7.77M
Win %
89%
QCOM QUALCOMM Incorporated
+4.32%
+$25,947.09 
TSLA Tesla, Inc.
+1.82%
+$21,264.88 
BAC Bank of America Corporation
+1.56%
+$3,705.74 
IYF iShares U.S. Financials ETF
+1.38%
+$4,186.45 
SPGI S&P Global Inc.
+1.35%
+$3,052.36 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$6,847.98 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$9,508.25 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$8,537.17 
V Visa Inc. Class A
+1.05%
+$5,594.54 
IWD iShares Russell 1000 Value ETF
+0.98%
+$3,374.6 
VO Vanguard Mid-Cap ETF
+0.97%
+$7,656.85 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$2,829 
VNQ Vanguard Real Estate ETF
+0.92%
+$61,754.4 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$3,890.88 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$4,909.7 
APH Amphenol Corporation
+0.88%
+$6,449.37 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$3,046.53 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.88%
+$3,018.98 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$9,382.05 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$11,685.72 
SDY SPDR S&P Dividend ETF
+0.83%
+$1,936.25 
SRE Sempra
+0.82%
+$14,818.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$3,257.56 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$10,824.88 
HD The Home Depot, Inc.
+0.73%
+$14,141.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$8,905.92 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$11,319.9 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$9,840.24 
COST Costco Wholesale Corporation
+0.68%
+$3,336.65 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$32,373.61 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.67%
+$3,941.64 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$241,570.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,379.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$5,995.44 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$19,928.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$29,398.26 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,118.63 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$7,668.76 
GOOGL Alphabet Inc
+0.53%
+$2,389.41 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,466.25 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$4,020.1 
IWB iShares Russell 1000 ETF
+0.52%
+$1,770.07 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$60,639.26 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$15,556.8 
VSGX Vanguard ESG International Stock ETF
+0.44%
+$1,086.12 
IFGL iShares International Developed Real Estate ETF
+0.44%
+$1,536.4 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$149,386.14 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$31,964.05 
IXUS iShares Core International Stock ETF
+0.43%
+$5,531.31 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$10,306.85 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$2,781.3 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$5,126.22 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$1,156.92 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$8,205 
VPL Vanguard FTSE Pacific ETF
+0.34%
+$1,348.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,021.76 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$3,297.91 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.32%
+$373.98 
XOM Exxon Mobil Corporation
+0.28%
+$3,874.76 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,217.99 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$762.85 
VUG Vanguard Growth ETF
+0.18%
+$7,507.8 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$26,777.19 
NVDA NVIDIA Corporation
+0.16%
+$817.92 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$1,935.31 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$4,756.68 
IAU iShares Gold Trust
+0.08%
+$4,078.8 
GLD SPDR Gold Shares
+0.06%
+$122.32 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$491.2 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$75.52 
EZU iShares MSCI Eurozone ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 544/629 86% | Profit Factor 57.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,938.82 |
| Average Win $115,405.27 | Best Trade (Jun 14) $7.37M | Sharpe Ratio -8.29 |
| Average Loss -$12,911.27 | Worst Trade (Jun 14) -$294,574.63 | Z-Score 29.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $98,065.2 |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
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Returns
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