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:
77.55%
Gain +1.18%
Monthly
0.91%
Yearly
11.52%
Drawdown
20.78%
$478.92M
Equity
Holdings
$478.92M
Investment
$345.57M
$156.86M
Profit +$3.78M
Realized
$23.5M
Unrealized
$133.35M
Dividends
$20.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.18%
Profit
$3.78M
Win %
83%
This Week
Compared To Last Week
Gain
2.5%
Profit
$11.7M
Win %
83%
This Month
Compared to last month
Gain
2.5%
Profit
$11.7M
Win %
83%
This Year
Compared to last year
Gain
16.36%
Profit
$67.32M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$231,453.14 
GOOG Alphabet Inc
+6.88%
+$234,316.97 
GOOGL Alphabet Inc
+6.73%
+$128,056.53 
MSFT Microsoft Corp.
+3.02%
+$138,338.24 
NVDA NVIDIA Corporation
+2.93%
+$149,996.17 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,081.1 
CRM Salesforce Inc
+1.83%
+$7,940.68 
VZ Verizon Communications Inc.
+1.52%
+$3,528 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$74,229.83 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$15,073.79 
PRVS Parnassus Value Select Fund
+1.21%
+$6,050.26 
VUG Vanguard Growth ETF
+1.1%
+$83,147.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,694.48 
MCD McDonald's Corporation
+0.82%
+$5,253.62 
EMR Emerson Electric Co.
+0.79%
+$2,232.58 
QQMG Invesco ESG Nasdaq 100 ETF
+0.77%
+$5,506.39 
TSLA Tesla, Inc.
+0.76%
+$2,223.1 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,008.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,888.96 
VOO Vanguard S&P 500 ETF
+0.71%
+$507,538.84 
CAT Caterpillar Inc.
+0.7%
+$1,803.06 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$186,932.58 
IVV iShares Core S&P 500 ETF
+0.69%
+$32,271.36 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$10,006.87 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$43,978.2 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$353,059.28 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$1,306 
AVGO Broadcom Inc.
+0.37%
+$6,264 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,329.9 
BAC Bank of America Corporation
+0.36%
+$1,082.62 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$77,948 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$8,114.99 
JPM JPMorgan Chase & Co.
+0.27%
+$1,937.34 
AMP Ameriprise Financial, Inc.
+0.25%
+$684.48 
JNJ Johnson & Johnson
+0.21%
+$670.98 
EBI Longview Advantage ETF
+0.17%
+$132,915.62 
WMT Walmart Inc.
+0.09%
+$297.81 
ABT Abbott Laboratories
+0.09%
+$232.74 
DIS The Walt Disney Company
+0.03%
+$69.87 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$29 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$82.38 
MEAR iShares Short Maturity Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$501,777.28 
LIN Linde plc
-5.95%
-$14,676.1 
MU Micron Technology, Inc.
-5.9%
-$59,993.99 
ABBV AbbVie Inc.
-2.51%
-$6,030.04 
NFLX Netflix, Inc.
-2%
-$3,657.3 
AMD Advanced Micro Devices, Inc.
-1.9%
-$18,803.44 
LRCX Lam Research Corporation
-1.58%
-$4,483.81 
NET Cloudflare Inc.
-1.56%
-$16,211.16 
DE Deere & Company
-1.13%
-$4,243.19 
INTC Intel Corporation
-1.02%
-$5,009.91 
MA Mastercard Incorporated
-0.74%
-$2,550 
AMGN Amgen Inc.
-0.64%
-$1,438.41 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$8,610.84 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$7,193.6 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$54,210.52 
SCHF Schwab International Equity ETF
-0.58%
-$68,954.4 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$241,293.8 
LLY Eli Lilly and Company
-0.53%
-$2,960.79 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$34,573.5 
HD The Home Depot, Inc.
-0.42%
-$1,291.33 
VGT Vanguard Information Technology ETF
-0.38%
-$1,503.28 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,518.67 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$728.64 
COST Costco Wholesale Corporation
-0.24%
-$567.71 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,085.93 
VB Vanguard Small-Cap ETF
-0.22%
-$2,208.95 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,644.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,850.9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,821.43 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$2,500.08 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$39,852.96 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$995.04 
FITB Fifth Third Bancorp
-0.16%
-$1,907.64 
IXUS iShares Core International Stock ETF
-0.15%
-$12,742.38 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$601.17 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$262 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$278.07 
CAOS Alpha Architect Tail Risk ETF
-0.06%
-$6,691.55 
CMF iShares California Muni Bond ETF
-0.05%
-$202.8 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$399.66 
V Visa Inc. Class A
-0.04%
-$128.09 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$169.67 Events
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Dividends
Dividend Analysis
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| Trades 1029 | Longs Won 665/1029 64% | Profit Factor 12.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $256,157.5 | Best Trade (Aug 07) $22.85M | Sharpe Ratio -10.39 |
| Average Loss -$37,058.51 | Worst Trade (Dec 31) -$2.15M | Z-Score 1.43 (84.85%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $152,434.83 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Joshua Moeller?
The largest contributions to the portfolio's profits come from the following stocks: John Hancock Multifactor Mid Cap ETF - $6.98M, Vanguard Growth ETF - $5.63M, John Hancock Multifactor Large Cap ETF - $4.81M, iShares Core International Stock ETF - $4.72M, and iShares MSCI KLD 400 Social ETF - $2.33M. 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: Nuveen ESG Small-Cap ETF - $654,522.65, iShares 1-5 Year Investment Grade Corporate Bond ETF - $294,218.05, Vanguard ESG U.S. Stock ETF - $280,334.64, VANGUARD TOTAL STOCK MKT ETF - $235,633.26, and Netflix, Inc - $146,419.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Moeller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.3M earned over time. The largest contributors to dividend income include iShares Core International Stock ETF - $2.95M, Vanguard S&P 500 ETF - $2.84M, John Hancock Multifactor Mid Cap ETF - $1.89M, Vanguard Small-Cap ETF - $1.11M, and Schwab International Equity ETF - $986,827.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Moeller's monthly returns?
Joshua Moeller's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Joshua Moeller's strategy be considered aggressive or moderate?
Joshua Moeller's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Joshua Moeller's strategy?
Joshua Moeller'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.
