JM
Joshua Moeller Portfolio
Invests via Hill Island Financial LLC | Managed by Joshua Moeller, Kevin Toler
Invests via Hill Island Financial LLC
Managed by Joshua Moeller, Kevin Toler
Automatically Tracked
Joshua Moeller Profile
Joshua Moeller stands out as a dynamic force in the technology sector, with a distinct focus on innovative solutions and digital transformation. His experience encompasses both entrepreneurial endeavors and leadership roles within established firms, allowing him to bridge traditional business practices with cutting-edge advancements. Leveraging an extensive network of industry connections, he plays a vital role in steering organizations towards future-oriented strategies that prioritize growth and adaptation. With a background rooted in engineering and entrepreneurship, his insights are sought after for their depth in operational efficiencies and market disruptions. As companies navigate the complexities of the tech landscape, Moeller's vision positions them to capitalize on emerging opportunities.
Joshua Moeller stands out as a dynamic force in the technology sector, with a distinct focus on innovative solutions and digital transformation. His experience encompasses both entrepreneurial endeavors and leadership roles within established firms, allowing him to bridge traditional business practices with cutting-edge advancements. Leveraging an extensive network of industry connections, he plays a vital role in steering organizations towards future-oriented strategies that prioritize growth and adaptation. With a background rooted in engineering and entrepreneurship, his insights are sought after for their depth in operational efficiencies and market disruptions. As companies navigate the complexities of the tech landscape, Moeller's vision positions them to capitalize on emerging opportunities.
Investment Philosophy & Strategy
Innovation drives Joshua Moeller's investment approach, particularly in the rapidly evolving technology arena. His strategic focus on transformative solutions positions businesses to harness new market trends effectively. By marrying his engineering expertise with entrepreneurial insight, he evaluates opportunities that promise scalability and sustained growth. The emphasis is on identifying ventures capable of redefining their sectors while leveraging disruptive advancements for competitive edge. Ultimately, navigating this dynamic landscape involves fostering collaborative relationships that facilitate breakthrough innovations and operational efficiencies.
Innovation drives Joshua Moeller's investment approach, particularly in the rapidly evolving technology arena. His strategic focus on transformative solutions positions businesses to harness new market trends effectively. By marrying his engineering expertise with entrepreneurial insight, he evaluates opportunities that promise scalability and sustained growth. The emphasis is on identifying ventures capable of redefining their sectors while leveraging disruptive advancements for competitive edge. Ultimately, navigating this dynamic landscape involves fostering collaborative relationships that facilitate breakthrough innovations and operational efficiencies.
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:
54.69%
Gain +0.47%
Monthly
0.59%
Yearly
7.26%
Drawdown
18.89%
$465.56M
Equity
Holdings
$465.56M
Investment
$345.57M
$144.89M
Profit +$2.51M
Realized
$24.91M
Unrealized
$119.98M
Dividends
$18.21M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.47%
Profit
$2.51M
Win %
84%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$1.74M
Win %
84%
This Month
Compared to last month
Gain
-0.63%
Profit
-$2.97M
Win %
84%
This Year
Compared to last year
Gain
8.07%
Profit
$35.33M
Win %
84%
INTC Intel Corporation
+6.48%
+$40,833.46 
AMD Advanced Micro Devices, Inc.
+4.75%
+$47,222.15 
FITB Fifth Third Bancorp
+2.47%
+$27,978.72 
VZ Verizon Communications Inc.
+2.46%
+$5,821.2 
JPM JPMorgan Chase & Co.
+2.3%
+$14,870.11 
AMP Ameriprise Financial, Inc.
+1.94%
+$4,340 
TSLA Tesla, Inc.
+1.88%
+$7,069.72 
HBAN Huntington Bancshares Incorporated
+1.8%
+$8,416.19 
PRVS Parnassus Value Select Fund
+1.65%
+$7,831.56 
LIN Linde plc
+1.58%
+$3,943.05 
DE Deere & Company
+1.55%
+$5,516.16 
BAC Bank of America Corporation
+1.52%
+$4,133.64 
CAT Caterpillar Inc.
+1.49%
+$4,238.94 
ABBV AbbVie Inc.
+1.29%
+$2,693.48 
LRCX Lam Research Corporation
+1.19%
+$4,130.83 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$6,744.16 
JNJ Johnson & Johnson
+1.05%
+$3,165 
V Visa Inc. Class A
+1.03%
+$3,005.78 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$227,729.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$2,671.68 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$12,473.93 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$64,306.71 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$9,390.24 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$191,872 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$3,856.2 
JHMM John Hancock Multifactor Mid Cap ETF
+0.77%
+$9,669.48 
VB Vanguard Small-Cap ETF
+0.73%
+$7,196.02 
HD The Home Depot, Inc.
+0.72%
+$2,173.86 
COST Costco Wholesale Corporation
+0.72%
+$1,740.51 
MA Mastercard Incorporated
+0.7%
+$2,033.99 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,395.26 
JHML John Hancock Multifactor Large Cap ETF
+0.68%
+$1,942.67 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$191,750.43 
EBI Longview Advantage ETF
+0.66%
+$491,209.9 
EMR Emerson Electric Co.
+0.64%
+$1,721.72 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$44,374.4 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$390,889.2 
QQMG Invesco ESG Nasdaq 100 ETF
+0.6%
+$4,525.8 
VGT Vanguard Information Technology ETF
+0.6%
+$2,447.2 
IVV iShares Core S&P 500 ETF
+0.58%
+$27,102.98 
VOO Vanguard S&P 500 ETF
+0.58%
+$410,415.92 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,288.42 
GOOGL Alphabet Inc
+0.56%
+$11,398.06 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$14,894.04 
GOOG Alphabet Inc
+0.46%
+$16,729.64 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$6,692.49 
WMT Walmart Inc.
+0.45%
+$1,623.01 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$23,335.72 
IXUS iShares Core International Stock ETF
+0.43%
+$37,316.97 
NET Cloudflare Inc.
+0.41%
+$3,455.44 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$170,002.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$7,166.99 
AMGN Amgen Inc.
+0.32%
+$661.2 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$27,105.26 
SCHF Schwab International Equity ETF
+0.29%
+$34,477.2 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$2,922.4 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$3,006.96 
VUG Vanguard Growth ETF
+0.22%
+$16,987.14 
HMOP Hartford Municipal Opportunities ETF
+0.18%
+$405.92 
NVDA NVIDIA Corporation
+0.14%
+$7,250.24 
MSFT Microsoft Corp.
+0.1%
+$4,062.8 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$337.8 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$683.08 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$329.52 
PANW Palo Alto Networks, Inc.
+0.03%
+$118.26 
MCD McDonald's Corporation
+0.01%
+$47.78 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$13,502.24 
ABT Abbott Laboratories
-1.68%
-$3,904.86 
AAPL Apple Inc.
-1.52%
-$92,088 
MU Micron Technology, Inc.
-1.43%
-$16,570.12 
AMZN Amazon.com Inc
-1.23%
-$18,988.4 
NFLX Netflix, Inc.
-1.14%
-$2,329.65 
AVGO Broadcom Inc.
-0.91%
-$15,225 
DIS The Walt Disney Company
-0.3%
-$710.35 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.23%
-$1,102.14 
CRM Salesforce Inc
-0.22%
-$863.64 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$1,666.72 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,079.43 
CAOS Alpha Architect Tail Risk ETF
-0.12%
-$14,721.41 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$235.8 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$493.44 
CMF iShares California Muni Bond ETF
-0.04%
-$169 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$399.66 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1029 | Longs Won 662/1029 64% | Profit Factor 12.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $238,063.83 | Best Trade (Jun 12) $20.51M | Sharpe Ratio -11.45 |
| Average Loss -$34,624.36 | Worst Trade (Dec 31) -$2.15M | Z-Score 3.35 (99.92%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $140,807.7 |
| 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 | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
