JN
John Nunn Portfolio
Invests via Paradigm Capital Management LLC/NV | Managed by John Nunn
Invests via Paradigm Capital Management LLC/NV
Managed by John Nunn
Automatically Tracked
John Nunn Profile
With a career deeply rooted in the financial sector, John Nunn has established himself as a pivotal figure within capital markets. He has effectively leveraged his extensive expertise to guide investments and enhance corporate growth strategies. Over the years, he has played key roles in various organizations, focusing on innovative approaches that drive business value and investor returns. Known for fostering strong partnerships across industries, he navigates complex market dynamics with agility. His insights into emerging trends have made him a trusted advisor among peers and clients alike.
With a career deeply rooted in the financial sector, John Nunn has established himself as a pivotal figure within capital markets. He has effectively leveraged his extensive expertise to guide investments and enhance corporate growth strategies. Over the years, he has played key roles in various organizations, focusing on innovative approaches that drive business value and investor returns. Known for fostering strong partnerships across industries, he navigates complex market dynamics with agility. His insights into emerging trends have made him a trusted advisor among peers and clients alike.
Investment Philosophy & Strategy
Opportunistic investments define John Nunn's approach, as he seeks to capitalize on market inefficiencies and evolving trends. By combining his operational expertise with a strong focus on innovative strategies, he identifies high-potential ventures that traditional frameworks may overlook. His experience allows for unique insight into transformative business models, enabling him to navigate complex financial landscapes adeptly. Collaboration with industry leaders not only enhances his decision-making process but also drives value creation across multiple sectors. This dynamic methodology positions him favorably in pursuit of long-term growth objectives.
Opportunistic investments define John Nunn's approach, as he seeks to capitalize on market inefficiencies and evolving trends. By combining his operational expertise with a strong focus on innovative strategies, he identifies high-potential ventures that traditional frameworks may overlook. His experience allows for unique insight into transformative business models, enabling him to navigate complex financial landscapes adeptly. Collaboration with industry leaders not only enhances his decision-making process but also drives value creation across multiple sectors. This dynamic methodology positions him favorably in pursuit of long-term growth objectives.
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:
20.16%
Gain +0.47%
Monthly
0.27%
Yearly
3.26%
Drawdown
14.45%
$117.64M
Equity
Holdings
$117.64M
Investment
$99.76M
$16.13M
Profit +$534,198
Realized
-$1.75M
Unrealized
$17.88M
Dividends
$9.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$534,198
Win %
81%
This Week
Compared To Last Week
Gain
0.52%
Profit
$613,441
Win %
81%
This Month
Compared to last month
Gain
2.15%
Profit
$2.47M
Win %
81%
This Year
Compared to last year
Gain
7.8%
Profit
$8.51M
Win %
79%
LITE Lumentum Holdings Inc.
+5.89%
+$16,451.58 
MSFT Microsoft Corp.
+1.71%
+$41,364.4 
GOOG Alphabet Inc
+1.53%
+$54,443.43 
KMI Kinder Morgan, Inc.
+1.32%
+$32,390.1 
CVX Chevron Corporation
+1.19%
+$27,701.37 
XOM Exxon Mobil Corporation
+0.9%
+$16,123.59 
AMZN Amazon.com Inc
+0.77%
+$11,398.88 
V Visa Inc. Class A
+0.64%
+$7,044.04 
RTX RTX Corporation
+0.64%
+$1,956.93 
T AT&T Inc.
+0.55%
+$6,643.03 
DUK Duke Energy Corporation
+0.5%
+$4,154.62 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$7,384.85 
META Meta Platforms Inc Class A
+0.35%
+$2,047.36 
ETN Eaton Corporation plc
+0.31%
+$1,481.8 
OKE ONEOK, Inc.
+0.29%
+$4,496.04 
PCG PG&E Corporation
+0.14%
+$333.2 
APA APA Corporation
+0.14%
+$921.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.07%
+$1,335.17 
USB U.S. Bancorp
+0.07%
+$1,266.26 
CEF Sprott Physical Gold and Silver Trust
+0.03%
+$81.45 
TFC Truist Financial Corporation
-2.98%
-$34,430 
NVS Novartis AG Sponsored ADR
-2.17%
-$7,249.41 
AAPL Apple Inc.
-2.09%
-$69,150.76 
MRK Merck & Co., Inc.
-2.08%
-$80,742.85 
HD The Home Depot, Inc.
-1.92%
-$7,004.76 
PEP PepsiCo, Inc.
-1.68%
-$5,692.25 
JNJ Johnson & Johnson
-1.43%
-$30,053.68 
HPE Hewlett Packard Enterprise Company
-1.42%
-$23,601.5 
WFC Wells Fargo & Company
-1.22%
-$7,285.63 
EQT EQT Corporation
-1.17%
-$2,050.3 
PFE Pfizer Inc.
-1.14%
-$6,342.96 
D Dominion Energy, Inc.
-1.13%
-$11,180 
BAC Bank of America Corporation
-0.92%
-$18,960.83 
GS The Goldman Sachs Group, Inc.
-0.91%
-$9,807.1 
ADBE Adobe Inc.
-0.9%
-$3,881.43 
VHT Vanguard Health Care ETF
-0.87%
-$40,216.4 
MET MetLife Inc.
-0.81%
-$8,182.92 
AIG American International Group Inc.
-0.81%
-$3,424.2 
JPM JPMorgan Chase & Co.
-0.77%
-$29,246.03 
COST Costco Wholesale Corporation
-0.77%
-$4,265.36 
SLB Schlumberger Limited
-0.65%
-$1,608.87 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$86,217.38 
UBER Uber Technologies, Inc.
-0.55%
-$1,227.6 
WPM Wheaton Precious Metals Corp.
-0.55%
-$1,425 
PM Philip Morris International Inc.
-0.54%
-$6,257.68 
AMGN Amgen Inc.
-0.51%
-$8,413 
WFC-PL Wells Fargo & Company
-0.5%
-$5,686.99 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$24,054.6 
MCD McDonald's Corporation
-0.45%
-$3,645.16 
CSCO Cisco Systems, Inc.
-0.45%
-$2,181 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$36,827.8 
AMAT Applied Materials, Inc.
-0.32%
-$2,560.35 
VZ Verizon Communications Inc.
-0.28%
-$8,325.33 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$583 
MO Altria Group, Inc.
-0.14%
-$3,141.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$355.94 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$504 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$1,290.36 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$2,656.61 Events
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Dividends
Dividend Analysis
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| Trades 518 | Longs Won 300/518 57% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $253,283.37 |
| Average Win $115,759.5 | Best Trade (Mar 30) $2.04M | Sharpe Ratio -9.08 |
| Average Loss -$36,910.35 | Worst Trade (Mar 30) -$1.52M | Z-Score -1.53 (88.11%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $31,138.3 |
| 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 | 3,185 | 2,866 | 2,548 | 2,229 | 1,911 | 1,592 | 1,274 | 955 | 637 | 318 |
Hover over the desired column for a detailed explanation.
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Option values are updated at end of day.
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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 John Nunn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $2.72M, Vanguard High Dividend Yield ETF - $2.22M, Berkshire Hathaway Inc - $2.16M, JPMorgan Chase & Co - $1.54M, and Alphabet Inc - $1.16M. 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: Pfizer Inc - $1.48M, Intel Corporation - $414,155.98, Meta Platforms Inc Class A - $277,990.62, Vanguard Short-Term Bond ETF - $253,904.52, and Comcast Corp - $189,532. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Nunn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.49M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $1.05M, JPMorgan Ultra-Short Income ETF - $954,570.16, Vanguard Dividend Appreciation ETF - $951,828.27, Verizon Communications Inc - $576,688.24, and Altria Group, Inc - $488,259.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Nunn's monthly returns?
John Nunn'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 John Nunn's strategy be considered aggressive or moderate?
John Nunn'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 John Nunn's strategy?
John Nunn's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
