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:
88.15%
Gain +1.55%
Monthly
0.9%
Yearly
11.29%
Drawdown
20.79%
$481.82M
Equity
Holdings
$481.82M
Investment
$354.62M
$158.15M
Profit +$5.14M
Realized
$30.95M
Unrealized
$127.2M
Dividends
$20.47M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.55%
Profit
$5.14M
Win %
75%
This Week
Compared To Last Week
Gain
1.25%
Profit
$5.95M
Win %
75%
This Month
Compared to last month
Gain
0.41%
Profit
$1.97M
Win %
75%
This Year
Compared to last year
Gain
3.03%
Profit
$14.18M
Win %
76%
INTC Intel Corporation
+14.74%
+$66,910.1 
AMD Advanced Micro Devices, Inc.
+8.88%
+$101,925.98 
NET Cloudflare Inc.
+6.83%
+$81,040.66 
GLW Corning Incorporated
+6.04%
+$7,927.18 
MRVL Marvell Technology, Inc.
+4.07%
+$10,556.95 
AMAT Applied Materials, Inc.
+3.77%
+$8,804.25 
LRCX Lam Research Corporation
+3.69%
+$10,131.49 
KLAC KLA Corporation
+3.31%
+$6,668.99 
TSLA Tesla, Inc.
+2.82%
+$9,135.85 
FLEX Flex Ltd.
+2.51%
+$5,159.84 
QQMG Invesco ESG Nasdaq 100 ETF
+2.36%
+$21,559.75 
GOOG Alphabet Inc
+2.35%
+$76,720.57 
QQQ Invesco QQQ Trust, Series 1
+2.33%
+$157,953 
QQQM Invesco NASDAQ 100 ETF
+2.27%
+$635,372.57 
MU Micron Technology, Inc.
+2.25%
+$24,319.8 
XLK State Street Technology Select Sector SPDR ETF
+2.23%
+$31,362.03 
PANW Palo Alto Networks, Inc.
+2.2%
+$10,522.91 
MTUM iShares MSCI USA Momentum Factor ETF
+2.11%
+$4,547.93 
GOOGL Alphabet Inc
+2.04%
+$39,669.04 
VGT Vanguard Information Technology ETF
+1.95%
+$8,320.48 
VUG Vanguard Growth ETF
+1.93%
+$149,004.27 
IWF iShares Russell 1000 Growth ETF
+1.87%
+$10,359.2 
AMGN Amgen Inc.
+1.8%
+$3,932.4 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.75%
+$47,475.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.7%
+$90,087.08 
VWO Vanguard FTSE Emerging Markets ETF
+1.44%
+$7,202.85 
DIS The Walt Disney Company
+1.37%
+$3,351.57 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$19,482.6 
IXUS iShares Core International Stock ETF
+1.28%
+$104,704.81 
VEU Vanguard FTSE All-World ex-US ETF
+1.25%
+$22,356.73 
NVDA NVIDIA Corporation
+1.24%
+$72,146.4 
IVV iShares Core S&P 500 ETF
+1.23%
+$59,342.75 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$2,449.02 
SPY SPDR S&P 500 ETF Trust
+1.22%
+$4,856.04 
VOO Vanguard S&P 500 ETF
+1.2%
+$878,412.96 
CAT Caterpillar Inc.
+1.17%
+$2,997.24 
SCHF Schwab International Equity ETF
+1.15%
+$134,370.88 
DFSU Dimensional US Sustainability Core 1 ETF
+1.14%
+$22,363.56 
DFAU Dimensional US Core Equity Market ETF
+1.07%
+$717,877.7 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.07%
+$4,078.88 
LLY Eli Lilly and Company
+1%
+$5,419.42 
JHML John Hancock Multifactor Large Cap ETF
+0.98%
+$2,538.02 
AMZN Amazon.com Inc
+0.97%
+$15,411.9 
EMR Emerson Electric Co.
+0.95%
+$2,698.6 
IEFA iShares Core MSCI EAFE ETF
+0.93%
+$12,503.48 
AVSD Avantis Responsible International Equity ETF
+0.87%
+$10,371.2 
DE Deere & Company
+0.86%
+$3,627.66 
DFSI Dimensional International Sustainability Core 1 ETF
+0.77%
+$72,176.47 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.67%
+$4,713.34 
WMT Walmart Inc.
+0.65%
+$2,008.65 
JHMM John Hancock Multifactor Mid Cap ETF
+0.64%
+$7,686.45 
HBAN Huntington Bancshares Incorporated
+0.63%
+$2,691.7 
VB Vanguard Small-Cap ETF
+0.61%
+$5,924.19 
SCHV Schwab U.S. Large-Cap Value ETF
+0.59%
+$1,619.2 
JNJ Johnson & Johnson
+0.58%
+$1,854.17 
DFIC Dimensional International Core Equity Market ETF
+0.57%
+$250,642.26 
DFAS Dimensional U.S. Small Cap ETF
+0.51%
+$115,953.6 
AAPL Apple Inc.
+0.48%
+$31,680.68 
PRVS Parnassus Value Select Fund
+0.47%
+$3,077.7 
AVGO Broadcom Inc.
+0.46%
+$7,142.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$89,250.31 
JPM JPMorgan Chase & Co.
+0.4%
+$2,862.01 
DFLV Dimensional US Large Cap Value ETF
+0.39%
+$7,999.36 
WDC Western Digital Corporation
+0.32%
+$763.12 
FITB Fifth Third Bancorp
+0.27%
+$3,063.99 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.27%
+$2,545.56 
EBI Longview Advantage ETF
+0.26%
+$188,517.76 
BAC Bank of America Corporation
+0.24%
+$688.1 
AVDV Avantis International Small Cap Value ETF
+0.24%
+$19,478.88 
CSCO Cisco Systems, Inc.
+0.24%
+$547.56 
IUSB iShares Core Universal USD Bond ETF
+0.23%
+$1,832.88 
ABBV AbbVie Inc.
+0.23%
+$509.4 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.22%
+$2,617.08 
CRM Salesforce Inc
+0.19%
+$1,071.12 
ABT Abbott Laboratories
+0.17%
+$387.77 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.12%
+$1,159.62 
HMOP Hartford Municipal Opportunities ETF
+0.05%
+$113.69 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.03%
+$78.84 
MEAR iShares Short Maturity Bond ETF
+0.01%
+$170.77 
AMP Ameriprise Financial, Inc.
-1.24%
-$3,304.44 
HD The Home Depot, Inc.
-0.82%
-$2,187.85 
UNH UnitedHealth Group Incorporated
-0.65%
-$2,318.21 
LIN Linde plc
-0.55%
-$1,212.77 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$1,430 
MCD McDonald's Corporation
-0.23%
-$1,430.28 
MA Mastercard Incorporated
-0.06%
-$160.39 
CAOS Alpha Architect Tail Risk ETF
-0.06%
-$7,077.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$143.03 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.05%
-$123.9 
COST Costco Wholesale Corporation
-0.04%
-$97.11 
V Visa Inc. Class A
-0.01%
-$51.8 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$42.28 
MSFT Microsoft Corp.
0%
-$110.16 Events
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Dividends
Dividend Analysis
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| Trades 1111 | Longs Won 701/1111 63% | Profit Factor 12.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $245,965.85 | Best Trade (Aug 17) $23.08M | Sharpe Ratio -10.43 |
| Average Loss -$34,819.04 | Worst Trade (Dec 31) -$2.15M | Z-Score 3.1 (99.81%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $142,345.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,436 | $3.73M | $6.56M | - | $2.83M | 75.92% | +0.485% |
| ABBV AbbVie Inc. | 849 | $159,887.38 | $224,611.44 | - | $64,724.06 | 40.48% | +0.227% |
| ABT Abbott Laboratories | 2,281 | $273,700.17 | $234,441.18 | - | -$39,258.99 | -14.34% | +0.166% |
| AMAT Applied Materials, Inc. | 525 | $379,575 | $242,203.5 | - | -$137,371.5 | -36.19% | +3.772% |
| AMD Advanced Micro Devices, Inc. | 2,050 | $306,767.76 | $1.25M | - | $942,789.24 | 307.33% | +8.881% |
| AMGN Amgen Inc. | 565 | $198,795.25 | $221,824.65 | - | $23,029.4 | 11.58% | +1.805% |
| AMP Ameriprise Financial, Inc. | 491 | $218,200.4 | $263,961.6 | - | $45,761.2 | 20.97% | -1.236% |
| AMZN Amazon.com Inc | 6,265 | $814,817.33 | $1.6M | - | $790,087.72 | 96.97% | +0.97% |
| ASML ASML Holding N.V. New York Registry Shares | 119 | $236,743.35 | $202,359.5 | - | -$34,383.85 | -14.52% | +1.225% |
| AVDV Avantis International Small Cap Value ETF | 72,144 | $5.93M | $8.04M | - | $2.11M | 35.53% | +0.243% |
| AVGO Broadcom Inc. | 4,355 | $893,775.62 | $1.56M | - | $667,927.38 | 74.73% | +0.459% |
| AVLV Avantis U.S. Large Cap Value ETF | 237,431 | $21.66M | $21.95M | - | $291,066.66 | 1.34% | +0.408% |
| AVSD Avantis Responsible International Equity ETF | 14,816 | $1.18M | $1.21M | - | $25,261.28 | 2.14% | +0.868% |
| BAC Bank of America Corporation | 4,915 | $233,820.99 | $284,431.05 | - | $50,610.06 | 21.64% | +0.243% |
| BRK-B Berkshire Hathaway Inc. | 715 | $228,211.57 | $363,055.55 | - | $134,843.98 | 59.09% | -0.392% |
| CAOS Alpha Architect Tail Risk ETF | 141,558 | $12.69M | $12.8M | - | $117,456.37 | 0.93% | -0.055% |
| CAT Caterpillar Inc. | 317 | $224,581.82 | $259,447.06 | - | $34,865.24 | 15.52% | +1.169% |
| COST Costco Wholesale Corporation | 249 | $220,985.14 | $222,835.08 | - | $1,849.94 | 0.84% | -0.044% |
| CRM Salesforce Inc | 2,407 | $488,567.01 | $573,744.55 | - | $85,177.54 | 17.43% | +0.187% |
| CSCO Cisco Systems, Inc. | 2,106 | $247,370.76 | $231,175.62 | - | -$16,195.14 | -6.55% | +0.237% |
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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 - $6.99M, Vanguard Growth ETF - $5.75M, Dimensional US Large Cap Value ETF - $5.68M, iShares Core International Stock ETF - $4.89M, and John Hancock Multifactor Large Cap ETF - $4.81M. 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 - $231,379.96. 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 $20.47M 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.
