David D. Jones

David D. Jones Portfolio

Invests via Applied Finance Capital Management LLC | Managed by Rafael Resendes, Daniel J. Obrycki, Paul Blinn, Jun Wang, CFA, Dhaval Sanghavi, CFA, CPA, Derek Bergen, CFA, John Holt, CFA
Invests via Applied Finance Capital Management LLC
Managed by Rafael Resendes, Daniel J. Obrycki, Paul Blinn, Jun Wang, CFA, Dhaval Sanghavi, CFA, CPA, Derek Bergen, CFA, John Holt, CFA
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David D. Jones Profile

David D. Jones is a seasoned entrepreneur and investor known for his transformative impact on the tech industry. With over two decades of experience, he has been instrumental in founding and scaling several successful startups, emphasizing innovation and market expansion. His leadership role in various ventures has not only attracted significant venture capital but also cultivated partnerships with leading corporations seeking to harness technological advancements. In addition to his entrepreneurial achievements, he actively mentors emerging leaders in technology sectors, fostering growth and sustainable development within the ecosystem.

David D. Jones is a seasoned entrepreneur and investor known for his transformative impact on the tech industry. With over two decades of experience, he has been instrumental in founding and scaling several successful startups, emphasizing innovation and market expansion. His leadership role in various ventures has not only attracted significant venture capital but also cultivated partnerships with leading corporations seeking to harness technological advancements. In addition to his entrepreneurial achievements, he actively mentors emerging leaders in technology sectors, fostering growth and sustainable development within the ecosystem.

Investment Philosophy & Strategy

Exploring the intersection of technology and entrepreneurship, David D. Jones harnesses his extensive experience to identify and nurture innovative ventures. He focuses on companies poised for disruption, leveraging a network built over years in the tech landscape to facilitate growth through strategic partnerships and investment. His approach emphasizes scalability and market share expansion while remaining attuned to emerging trends that can redefine industry standards. By prioritizing startups with robust business models, he aims not only for financial returns but also for positive societal impact.

Exploring the intersection of technology and entrepreneurship, David D. Jones harnesses his extensive experience to identify and nurture innovative ventures. He focuses on companies poised for disruption, leveraging a network built over years in the tech landscape to facilitate growth through strategic partnerships and investment. His approach emphasizes scalability and market share expansion while remaining attuned to emerging trends that can redefine industry standards. By prioritizing startups with robust business models, he aims not only for financial returns but also for positive societal impact.

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:
44.54%
Gain +0.08%
Monthly
0.94%
Yearly
11.92%
Drawdown
19.57%
$1.38B
Equity
Holdings
$1.38B
Investment
$1.16B
$461.78M
Profit +$932,969.76
Realized
$247.97M
Unrealized
$213.81M
Dividends
$93.92M

Goals

Avg. 66% completed goals
Yearly
Gain > 5%
2026
32%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.08%
Profit
$932,969.76
Win %
59%
This Week
Compared To Last Week
Gain
0.77%
Profit
$10.53M
Win %
59%
This Month
Compared to last month
Gain
-0.24%
Profit
-$3.26M
Win %
59%
This Year
Compared to last year
Gain
1.62%
Profit
$21.54M
Win %
61%
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
+7.01%
+$14,860.38
Choice Hotels International Inc. logo
CHH Choice Hotels International Inc.
+3.96%
+$9,192.39
Bath & Body Works, Inc. logo
BBWI Bath & Body Works, Inc.
+3.9%
+$7,763.58
Wyndham Hotels & Resorts, Inc. logo
WH Wyndham Hotels & Resorts, Inc.
+3.42%
+$8,491.6
Keurig Dr Pepper Inc. logo
KDP Keurig Dr Pepper Inc.
+3.4%
+$470,838.16
AutoZone Inc. logo
AZO AutoZone Inc.
+3.37%
+$83,300.49
Travel + Leisure Co. logo
TNL Travel + Leisure Co.
+3.25%
+$6,090.55
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+3.08%
+$115,053.45
PPG Industries Inc. logo
PPG PPG Industries Inc.
+2.75%
+$6,378.73
Domino's Pizza Inc. logo
DPZ Domino's Pizza Inc.
+2.74%
+$15,851.7
D.R. Horton, Inc. logo
DHI D.R. Horton, Inc.
+2.67%
+$463,378.08
Toll Brothers Inc logo
TOL Toll Brothers Inc
+2.65%
+$5,833.75
Carlisle Companies Inc. logo
CSL Carlisle Companies Inc.
+2.55%
+$5,368.81
Molson Coors Beverage Company logo
TAP Molson Coors Beverage Company
+2.38%
+$18,715.35
Crocs, Inc. logo
CROX Crocs, Inc.
+2.38%
+$6,294.54
PulteGroup Inc. logo
PHM PulteGroup Inc.
+2.27%
+$9,612
Brown-Forman Corporation logo
BF-B Brown-Forman Corporation
+2.24%
+$5,677.43
Smurfit WestRock PLC logo
SW Smurfit WestRock PLC
+2.22%
+$7,343.71
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
+2.15%
+$11,835.06
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+2.09%
+$189,496.71
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
+2.08%
+$14,819.35
Genuine Parts Company logo
GPC Genuine Parts Company
+1.95%
+$7,074.08
Darden Restaurants, Inc. logo
DRI Darden Restaurants, Inc.
+1.94%
+$372,325.1
Masco Corporation logo
MAS Masco Corporation
+1.9%
+$4,916.19
Churchill Downs Incorporated logo
CHDN Churchill Downs Incorporated
+1.82%
+$4,969.15
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+1.76%
+$6,362.7
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+1.76%
+$22,769.6
Biogen Inc. logo
BIIB Biogen Inc.
+1.74%
+$5,057.67
Crown Holdings Inc. logo
CCK Crown Holdings Inc.
+1.73%
+$3,536.26
Alphabet Inc logo
GOOGL Alphabet Inc
+1.73%
+$757,526.25
Best Buy Co., Inc. logo
BBY Best Buy Co., Inc.
+1.72%
+$10,443.74
United Rentals, Inc. logo
URI United Rentals, Inc.
+1.72%
+$391,964.42
DaVita Inc. logo
DVA DaVita Inc.
+1.72%
+$4,426.62
Aptiv PLC logo
APTV Aptiv PLC
+1.71%
+$202,281.65
General Mills, Inc. logo
GIS General Mills, Inc.
+1.71%
+$6,412.4
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
+1.68%
+$64,983.8
Alphabet Inc logo
GOOG Alphabet Inc
+1.66%
+$233,200
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+1.6%
+$15,534.74
SharkNinja, Inc. logo
SN SharkNinja, Inc.
+1.59%
+$10,702.64
Kenvue Inc. logo
KVUE Kenvue Inc.
+1.58%
+$6,935.32
Oracle Corporation logo
ORCL Oracle Corporation
+1.58%
+$388,161.23
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+1.56%
+$747,620
Amgen Inc. logo
AMGN Amgen Inc.
+1.56%
+$42,096.75
Steel Dynamics Inc. logo
STLD Steel Dynamics Inc.
+1.54%
+$171,923.15
lululemon athletica inc. logo
LULU lululemon athletica inc.
+1.52%
+$8,243.62
NVR, Inc. logo
NVR NVR, Inc.
+1.51%
+$10,572.26
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+1.49%
+$14,831.45
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
+1.46%
+$144,519.01
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+1.46%
+$319,310.1
The J.M. Smucker Company logo
SJM The J.M. Smucker Company
+1.44%
+$4,024.43
Otis Worldwide Corporation logo
OTIS Otis Worldwide Corporation
+1.42%
+$11,366.46
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+1.37%
+$8,618.51
MGM Resorts International logo
MGM MGM Resorts International
+1.34%
+$3,556.8
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
+1.33%
+$6,198.45
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+1.31%
+$177,760.71
CDW Corporation logo
CDW CDW Corporation
+1.26%
+$3,071.93
Abbott Laboratories logo
ABT Abbott Laboratories
+1.25%
+$11,865.42
Target Corporation logo
TGT Target Corporation
+1.24%
+$231,478.74
Albertsons Companies, Inc. logo
ACI Albertsons Companies, Inc.
+1.24%
+$2,958.9
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.22%
+$9,905.1
Ingredion Inc. logo
INGR Ingredion Inc.
+1.21%
+$10,589.68
Allegion plc logo
ALLE Allegion plc
+1.19%
+$3,469.21
Deckers Outdoor Corporation logo
DECK Deckers Outdoor Corporation
+1.11%
+$5,684.43
TransUnion logo
TRU TransUnion
+1.08%
+$3,856.16
Lennox International Inc. logo
LII Lennox International Inc.
+1.04%
+$2,789.19
Lam Research Corporation logo
LRCX Lam Research Corporation
+1.04%
+$19,484.56
Halozyme Therapeutics Inc. logo
HALO Halozyme Therapeutics Inc.
+1.03%
+$3,040.6
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
+1.02%
+$19,548.9
Hasbro Inc. logo
HAS Hasbro Inc.
+1%
+$9,656.24
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
+0.95%
+$3,690.96
HP Inc. logo
HPQ HP Inc.
+0.94%
+$408,674.55
EQT Corporation logo
EQT EQT Corporation
+0.92%
+$3,748.08
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.91%
+$170,401.74
Wabtec Corporation logo
WAB Wabtec Corporation
+0.91%
+$161,840.61
Fortive Corporation logo
FTV Fortive Corporation
+0.89%
+$2,284.38
Newmont Corporation logo
NEM Newmont Corporation
+0.87%
+$8,999.74
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+0.87%
+$14,332.6
Stryker Corporation logo
SYK Stryker Corporation
+0.83%
+$63,543.03
FactSet Research Systems Inc. logo
FDS FactSet Research Systems Inc.
+0.8%
+$2,380.31
Eaton Corporation plc logo
ETN Eaton Corporation plc
+0.78%
+$8,081.78
Jazz Pharmaceuticals plc logo
JAZZ Jazz Pharmaceuticals plc
+0.78%
+$1,823.59
Mettler-Toledo International Inc. logo
MTD Mettler-Toledo International Inc.
+0.78%
+$4,320.4
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+0.76%
+$293,990.58
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
+0.75%
+$13,190.1
CVS Health Corporation logo
CVS CVS Health Corporation
+0.75%
+$88,531.08
W.W. Grainger, Inc. logo
GWW W.W. Grainger, Inc.
+0.7%
+$4,089.67
Danaher Corporation logo
DHR Danaher Corporation
+0.68%
+$71,779.4
LyondellBasell Industries N.V. logo
LYB LyondellBasell Industries N.V.
+0.68%
+$5,190.19
Tenet Healthcare Corporation logo
THC Tenet Healthcare Corporation
+0.68%
+$2,884.01
Ametek Inc. logo
AME Ametek Inc.
+0.67%
+$4,918.55
Tyson Foods Inc. logo
TSN Tyson Foods Inc.
+0.65%
+$65,640.4
The Cigna Group logo
CI The Cigna Group
+0.65%
+$1,616.24
Wingstop Inc. logo
WING Wingstop Inc.
+0.62%
+$929
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.58%
+$115,437.71
ONEOK, Inc. logo
OKE ONEOK, Inc.
+0.58%
+$7,333.61
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.48%
+$211,207.7
Zoetis Inc. logo
ZTS Zoetis Inc.
+0.48%
+$2,388.5
Expand Energy Corporation logo
EXE Expand Energy Corporation
+0.47%
+$1,487.36
BJ's Wholesale Club Holdings, Inc. logo
BJ BJ's Wholesale Club Holdings, Inc.
+0.47%
+$1,118.82
Trane Technologies plc logo
TT Trane Technologies plc
+0.47%
+$6,179.15
Veralto Corporation logo
VLTO Veralto Corporation
+0.42%
+$1,412.8
Ulta Beauty Inc. logo
ULTA Ulta Beauty Inc.
+0.41%
+$2,087.98
ResMed Inc. logo
RMD ResMed Inc.
+0.4%
+$1,203.28
CSX Corporation logo
CSX CSX Corporation
+0.36%
+$3,271.62
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
+0.35%
+$4,395.61
Incyte Corporation logo
INCY Incyte Corporation
+0.34%
+$44,842.56
UGI Corporation logo
UGI UGI Corporation
+0.34%
+$5,356.12
National Fuel Gas Company logo
NFG National Fuel Gas Company
+0.33%
+$1,451.67
Quanta Services Inc. logo
PWR Quanta Services Inc.
+0.29%
+$54,548.49
Moody's Corporation logo
MCO Moody's Corporation
+0.28%
+$4,607.88
H&R Block Inc. logo
HRB H&R Block Inc.
+0.27%
+$762
Chevron Corporation logo
CVX Chevron Corporation
+0.27%
+$2,717.37
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.25%
+$63,257.33
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
+0.23%
+$1,724.28
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
+0.21%
+$6,019.31
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
+0.21%
+$1,255.28
Apple Inc. logo
AAPL Apple Inc.
+0.18%
+$138,803.86
KLA Corporation logo
KLAC KLA Corporation
+0.18%
+$61,167.48
Applied Finance Valuation Large Cap ETF logo
VSLU Applied Finance Valuation Large Cap ETF
+0.17%
+$6,020.3
Caesars Entertainment, Inc. logo
CZR Caesars Entertainment, Inc.
+0.12%
+$245.77
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
+0.11%
+$418.77
Simon Property Group, Inc. logo
SPG Simon Property Group, Inc.
+0.11%
+$1,184.5
Fox Corporation logo
FOXA Fox Corporation
+0.09%
+$1,169.58
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+0.06%
+$4,415.4
Pfizer Inc. logo
PFE Pfizer Inc.
+0.05%
+$590.19
The Walt Disney Company logo
DIS The Walt Disney Company
+0.05%
+$11,321.1
General Motors Company logo
GM General Motors Company
+0.05%
+$1,032.2
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
+0.02%
+$83.8
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
0%
$0
Fiserv, Inc. logo
FISV Fiserv, Inc.
0%
$0
G200
G2004J103
0%
$0
Allstate Corporation logo
ALL Allstate Corporation
-4.53%
-$34,956.75
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-3.44%
-$1.35M
Ameriprise Financial, Inc. logo
AMP Ameriprise Financial, Inc.
-3.36%
-$701,668.33
Progressive Corporation logo
PGR Progressive Corporation
-3.19%
-$74,098.73
RTX Corporation logo
RTX RTX Corporation
-3.15%
-$29,021.04
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
-3.09%
-$17,983.53
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
-3.03%
-$13,022.52
Intuit Inc. logo
INTU Intuit Inc.
-2.9%
-$13,074.04
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-2.84%
-$580,300.52
State Street Corp logo
STT State Street Corp
-2.69%
-$33,721.38
General Dynamics Corporation logo
GD General Dynamics Corporation
-2.62%
-$18,532.14
Valero Energy Corporation logo
VLO Valero Energy Corporation
-2.53%
-$708,240.29
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
-2.46%
-$43,639.2
Fortinet Inc. logo
FTNT Fortinet Inc.
-2.31%
-$21,634.2
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-2.16%
-$7,668.24
Willis Towers Watson Public Limited Company logo
WTW Willis Towers Watson Public Limited Company
-2.13%
-$7,579.87
Cummins Inc. logo
CMI Cummins Inc.
-1.92%
-$314,601.83
Aon plc logo
AON Aon plc
-1.88%
-$22,910.2
Booz Allen Hamilton Holding Corporation logo
BAH Booz Allen Hamilton Holding Corporation
-1.69%
-$4,362.3
Adobe Inc. logo
ADBE Adobe Inc.
-1.68%
-$439,891.34
Bank of America Corporation logo
BAC Bank of America Corporation
-1.54%
-$298,400.09
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-1.54%
-$345,374.4
Expedia Group, Inc. logo
EXPE Expedia Group, Inc.
-1.53%
-$23,925.27
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
-1.5%
-$56,080.11
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
-1.48%
-$23,472.75
TransDigm Group Inc. logo
TDG TransDigm Group Inc.
-1.46%
-$21,198.41
Diamondback Energy Inc logo
FANG Diamondback Energy Inc
-1.45%
-$16,112.25
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.39%
-$95,758.96
CBRE Group Inc. logo
CBRE CBRE Group Inc.
-1.31%
-$208,627.67
Accenture plc Class A logo
ACN Accenture plc Class A
-1.2%
-$28,194.88
ConocoPhillips logo
COP ConocoPhillips
-1.09%
-$181,616.43
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
-1.04%
-$16,513.42
PACCAR Inc. logo
PCAR PACCAR Inc.
-1.03%
-$8,833.48
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-1.02%
-$10,353
APA Corporation logo
APA APA Corporation
-0.99%
-$3,166.36
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-0.99%
-$2,469.47
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
-0.96%
-$2,237.5
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
-0.95%
-$10,768.9
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.94%
-$20,717.13
BorgWarner Inc. logo
BWA BorgWarner Inc.
-0.92%
-$2,200.52
FTAI Aviation Ltd. logo
FTAI FTAI Aviation Ltd.
-0.89%
-$1,919.53
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-0.88%
-$15,298.64
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
-0.87%
-$3,290
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.84%
-$203,999.2
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.81%
-$5,386.5
Permian Resources Corporation logo
PR Permian Resources Corporation
-0.8%
-$3,996.47
Omega Healthcare Investors Inc. logo
OHI Omega Healthcare Investors Inc.
-0.74%
-$7,303.99
Visa Inc. Class A logo
V Visa Inc. Class A
-0.69%
-$91,682.54
American Tower Corporation logo
AMT American Tower Corporation
-0.66%
-$7,516.86
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
-0.66%
-$7,802.26
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
-0.65%
-$159,319.12
Nasdaq, Inc. logo
NDAQ Nasdaq, Inc.
-0.59%
-$4,492.32
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.55%
-$154,533.78
Verisign Inc. logo
VRSN Verisign Inc.
-0.52%
-$2,696.73
Microsoft Corp. logo
MSFT Microsoft Corp.
-0.52%
-$368,096.18
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
-0.52%
-$5,641.38
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-0.52%
-$7,591.34
Sempra logo
SRE Sempra
-0.51%
-$4,145.51
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
-0.5%
-$2,826.98
Regeneron Pharmaceuticals, Inc. logo
REGN Regeneron Pharmaceuticals, Inc.
-0.48%
-$52,520.52
Truist Financial Corporation logo
TFC Truist Financial Corporation
-0.48%
-$4,461.24
Charter Communications Inc logo
CHTR Charter Communications Inc
-0.47%
-$936.7
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-0.46%
-$57,358.86
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
-0.41%
-$3,681.26
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
-0.41%
-$3,696.61
Comcast Corp logo
CMCSA Comcast Corp
-0.39%
-$2,332.44
Devon Energy Corporation logo
DVN Devon Energy Corporation
-0.38%
-$1,221.66
AT&T Inc. logo
T AT&T Inc.
-0.35%
-$2,771.19
McKesson Corporation logo
MCK McKesson Corporation
-0.35%
-$43,851.6
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-0.35%
-$24,517.45
Ford Motor Company logo
F Ford Motor Company
-0.34%
-$5,423.18
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.32%
-$21,233.41
MetLife Inc. logo
MET MetLife Inc.
-0.29%
-$60,882.64
Altria Group, Inc. logo
MO Altria Group, Inc.
-0.28%
-$7,309.77
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.27%
-$39,968.69
Heico Corporation logo
HEI Heico Corporation
-0.26%
-$1,224.6
Cheniere Energy Inc. logo
LNG Cheniere Energy Inc.
-0.25%
-$3,848.88
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
-0.22%
-$19,877.67
United Therapeutics Corporation logo
UTHR United Therapeutics Corporation
-0.22%
-$575.71
Pentair plc logo
PNR Pentair plc
-0.21%
-$429.87
DTE Energy Company logo
DTE DTE Energy Company
-0.15%
-$12,749.19
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.15%
-$14,899.14
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-0.14%
-$1,189.4
Fair Isaac Corporation logo
FICO Fair Isaac Corporation
-0.11%
-$436.6
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
-0.06%
-$1,438
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-0.06%
-$437.25
Synchrony Financial logo
SYF Synchrony Financial
-0.05%
-$113.84
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Dividends

Dividend Analysis

Yearly
$
Trades
2769
Longs Won
1685/2769 60%
Profit Factor
1.91
Profitability
Shorts Won
0/0 0%
Standard Deviation
$2.83M
Average Win
$576,018
Best Trade
(Dec 31) $39.43M
Sharpe Ratio
-18.92
Average Loss
-$469,381.03
Worst Trade
(Dec 31) -$75.02M
Z-Score
-7.69 (100%)
Commissions
$0
Avg. Trade Length
11m 3w 2d
Expectancy
$166,768.25
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% 0.24%
Consecutive Losing Trades 2,933 2,639 2,346 2,053 1,760 1,466 1,173 880 587 293
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
2,883 $367,501.84 $473,071.47 - $105,569.63 28.73%
+1.328%
Apple Inc. logo
AAPL Apple Inc.
225,701 $56.35M $76.65M - $20.3M 36.02%
+0.181%
AbbVie Inc. logo
ABBV AbbVie Inc.
25,128 $5.28M $6.62M - $1.34M 25.37%
-0.319%
Abbott Laboratories logo
ABT Abbott Laboratories
9,198 $996,762.4 $959,075.46 - -$37,686.94 -3.78%
+1.253%
Albertsons Companies, Inc. logo
ACI Albertsons Companies, Inc.
19,726 $338,519.14 $242,038.02 - -$96,481.12 -28.5%
+1.238%
Accenture plc Class A logo
ACN Accenture plc Class A
12,587 $3.42M $2.31M - -$1.11M -32.35%
-1.204%
Adobe Inc. logo
ADBE Adobe Inc.
104,986 $48.96M $25.76M - -$23.2M -47.39%
-1.679%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
6,428 $1.71M $1.72M - $12,648.79 0.74%
-0.882%
Autodesk, Inc. logo
ADSK Autodesk, Inc.
1,138 $342,272.68 $246,581.84 - -$95,690.84 -27.96%
-0.992%
Allstate Corporation logo
ALL Allstate Corporation
3,175 $642,668.92 $736,123.75 - $93,454.83 14.54%
-4.533%
Allegion plc logo
ALLE Allegion plc
1,922 $278,716.15 $294,383.13 - $15,666.98 5.62%
+1.193%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
83,758 $13.74M $39.18M - $25.44M 185.24%
+0.756%
Ametek Inc. logo
AME Ametek Inc.
3,055 $559,174.46 $741,876.2 - $182,701.74 32.67%
+0.667%
Amgen Inc. logo
AMGN Amgen Inc.
6,845 $2.08M $2.73M - $649,893.56 31.19%
+1.564%
Ameriprise Financial, Inc. logo
AMP Ameriprise Financial, Inc.
39,025 $18.29M $20.2M - $1.92M 10.5%
-3.356%
American Tower Corporation logo
AMT American Tower Corporation
6,480 $1.14M $1.12M - -$11,383.63 -1%
-0.664%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
6,191 $821,113.86 $1.28M - $455,036.97 55.42%
+0.346%
Aon plc logo
AON Aon plc
4,196 $1.39M $1.2M - -$194,400.44 -13.97%
-1.877%
APA Corporation logo
APA APA Corporation
7,279 $178,044.3 $315,726.62 - $137,682.32 77.33%
-0.993%
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
3,579 $1.84M $1.17M - -$670,131.79 -36.34%
-0.66%
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for David D. Jones?
The largest contributions to the portfolio's profits come from the following stocks: McKesson Corporation - $56.18M, Meta Platforms Inc Class A - $51.96M, Applied Materials, Inc - $32.96M, Alphabet Inc - $29.79M, and International Business Machines Corporation - $29.63M. 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: Regeneron Pharmaceuticals, Inc - $85.02M, Celanese Corporation - $64.62M, Adobe Inc - $25.99M, Walgreens Boots Alliance Inc - $18.24M, and LKQ Corporation - $8.28M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David D. Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $93.92M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $6.35M, International Business Machines Corporation - $4.92M, HP Inc - $4.83M, Cisco Systems, Inc - $3.94M, and Darden Restaurants, Inc - $2.98M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David D. Jones's monthly returns?
David D. Jones'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 David D. Jones's strategy be considered aggressive or moderate?
David D. Jones'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 David D. Jones's strategy?
David D. Jones'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.
Account USV