JJ
James Jones Portfolio
Invests via Sterling Investment Advisors LLC /ADV | Managed by James Jones
Invests via Sterling Investment Advisors LLC /ADV
Managed by James Jones
Automatically Tracked
James Jones Profile
James Jones possesses a dynamic background in entrepreneurship and business development, having successfully founded multiple startups that focus on innovative technology solutions. With extensive experience navigating early-stage ventures through to growth phases, he has demonstrated an exceptional ability to identify market opportunities and drive operational excellence. His recent venture aims to disrupt conventional practices within the tech industry by leveraging emerging trends in artificial intelligence and machine learning. A strong advocate for fostering collaborative environments, his leadership has not only attracted talent but also strategic partnerships that enhance competitive positioning.
James Jones possesses a dynamic background in entrepreneurship and business development, having successfully founded multiple startups that focus on innovative technology solutions. With extensive experience navigating early-stage ventures through to growth phases, he has demonstrated an exceptional ability to identify market opportunities and drive operational excellence. His recent venture aims to disrupt conventional practices within the tech industry by leveraging emerging trends in artificial intelligence and machine learning. A strong advocate for fostering collaborative environments, his leadership has not only attracted talent but also strategic partnerships that enhance competitive positioning.
Investment Philosophy & Strategy
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:
1.86%
Gain
Monthly
0.1%
Yearly
1.19%
Drawdown
29.48%
$195.98M
Equity
Holdings
$195.98M
Investment
$160.08M
$51.43M
Profit -$72,225.18
Realized
$15.53M
Unrealized
$35.9M
Dividends
$39.3M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$72,225.18
Win %
74%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$72,225.18
Win %
74%
This Month
Compared to last month
Gain
-1.27%
Profit
-$2.53M
Win %
74%
This Year
Compared to last year
Gain
5.17%
Profit
$9.64M
Win %
75%
MSFT Microsoft Corp.
+5.25%
+$16,880.83 
ORLY O'Reilly Automotive Inc.
+2.81%
+$8,710.8 
AAPL Apple Inc.
+2.2%
+$5,687.01 
IYR iShares U.S. Real Estate ETF
+1.48%
+$16,270.04 
WEC WEC Energy Group Inc.
+1.48%
+$5,643.26 
IAU iShares Gold Trust
+1.13%
+$6,892.15 
ETHA iShares Ethereum Trust
+1.11%
+$55,250.91 
HDV iShares Core High Dividend ETF
+1.03%
+$3,380.1 
DVY iShares Select Dividend ETF
+0.74%
+$1,824.01 
IJR iShares Core S&P Small-Cap ETF
+0.72%
+$39,281.92 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.21%
+$24,852.96 
TIP iShares TIPS Bond ETF
+0.19%
+$13,269.48 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.1%
+$7,079 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$7,793.82 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$7,304.65 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$3,409.19 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.04%
+$3,451.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$5,373.23 
CHEV Charging Robotics Inc.
0%
$0 
STM STMicroelectronics N.V.
-4.92%
-$53,687.52 
AVGO Broadcom Inc.
-3.95%
-$90,718.2 
NVDA NVIDIA Corporation
-2.05%
-$10,114.35 
IYW iShares U.S. Technology ETF
-1.81%
-$8,389.16 
IEMG iShares Core MSCI Emerging Markets ETF
-1.07%
-$234,292.08 
VTV Vanguard Value ETF
-0.97%
-$134,491.73 
XOM Exxon Mobil Corporation
-0.84%
-$1,848.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.83%
-$3,689.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.69%
-$8,757.67 
IXUS iShares Core International Stock ETF
-0.62%
-$2,049.07 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.6%
-$1,650.66 
EFA iShares MSCI EAFE ETF
-0.58%
-$25,199.4 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$218,061.32 
GNR SPDR S&P Global Natural Resources ETF
-0.49%
-$26,110.26 
WMT Walmart Inc.
-0.41%
-$4,091.52 
IWM iShares Russell 2000 ETF
-0.41%
-$10,790.88 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$37,924.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$1,137.81 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$46.83 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$1,561.89 Events
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Dividends
Dividend Analysis
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| Trades 1182 | Longs Won 769/1182 65% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,767.02 |
| Average Win $87,790.21 | Best Trade (Jun 30) $3.06M | Sharpe Ratio -10.6 |
| Average Loss -$38,929.65 | Worst Trade (Jun 29) -$4.38M | Z-Score 7.37 (100%) |
| Commissions $0 | Avg. Trade Length 4y 1m 3w 1d | Expectancy $43,513.31 |
| 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 | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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