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:
24.53%
Gain -0.28%
Monthly
0.29%
Yearly
3.54%
Drawdown
14.51%
$121.47M
Equity
Holdings
$121.47M
Investment
$101.73M
$18.21M
Profit -$305,999.58
Realized
-$1.53M
Unrealized
$19.75M
Dividends
$9.86M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$305,999.58
Win %
81%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$1.39M
Win %
81%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.08M
Win %
81%
This Year
Compared to last year
Gain
4.27%
Profit
$4.97M
Win %
79%
LITE Lumentum Holdings Inc.
+5.19%
+$17,423.15 
SLB Schlumberger Limited
+3.29%
+$8,763.74 
OKE ONEOK, Inc.
+2.54%
+$29,605.3 
VRT Vertiv Holdings Co
+2.36%
+$4,346.34 
KMI Kinder Morgan, Inc.
+2.31%
+$55,541.29 
PCG PG&E Corporation
+2.18%
+$5,064.64 
WPM Wheaton Precious Metals Corp.
+1.78%
+$5,875.02 
T AT&T Inc.
+1.26%
+$17,716.81 
APA APA Corporation
+1.18%
+$5,816.25 
CVX Chevron Corporation
+1.16%
+$28,372.8 
RTX RTX Corporation
+1.13%
+$4,233 
MO Altria Group, Inc.
+0.95%
+$19,490.26 
XOM Exxon Mobil Corporation
+0.94%
+$17,914.39 
APH Amphenol Corporation
+0.82%
+$3,115.76 
WFC Wells Fargo & Company
+0.81%
+$4,906.1 
AIG American International Group Inc.
+0.8%
+$3,213.49 
PM Philip Morris International Inc.
+0.78%
+$8,999.88 
CEF Sprott Physical Gold and Silver Trust
+0.77%
+$2,769.3 
BAC Bank of America Corporation
+0.62%
+$13,127.73 
VZ Verizon Communications Inc.
+0.54%
+$17,282.98 
USB U.S. Bancorp
+0.38%
+$6,986.25 
D Dominion Energy, Inc.
+0.34%
+$3,202.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$13,672.98 
AAPL Apple Inc.
+0.22%
+$6,251.1 
MRK Merck & Co., Inc.
+0.21%
+$8,144.36 
MCD McDonald's Corporation
+0.21%
+$1,754.47 
TFC Truist Financial Corporation
+0.21%
+$2,979.19 
MET MetLife Inc.
+0.2%
+$1,998.23 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$2,672.5 
PEP PepsiCo, Inc.
+0.12%
+$351.54 
UBER Uber Technologies, Inc.
+0.09%
+$201.25 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$5,232.5 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.02%
+$89.01 
CMCSA Comcast Corp
0%
$0 
AMAT Applied Materials, Inc.
-5.12%
-$40,766.39 
HONA Honeywell Aerospace Inc.
-2.03%
-$6,158.25 
HPE Hewlett Packard Enterprise Company
-1.86%
-$24,691.95 
CSCO Cisco Systems, Inc.
-1.58%
-$7,811.56 
AMZN Amazon.com Inc
-0.94%
-$14,666.78 
META Meta Platforms Inc Class A
-0.86%
-$4,587.51 
HD The Home Depot, Inc.
-0.83%
-$3,055.86 
JNJ Johnson & Johnson
-0.66%
-$14,012.81 
AMGN Amgen Inc.
-0.63%
-$11,664.09 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$25,227.1 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,740.48 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$71,181.33 
VHT Vanguard Health Care ETF
-0.48%
-$22,892.57 
DUK Duke Energy Corporation
-0.46%
-$3,791.07 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$9,144.9 
ETN Eaton Corporation plc
-0.4%
-$1,952.84 
V Visa Inc. Class A
-0.36%
-$3,933.86 
OEF iShares S&P 100 ETF
-0.33%
-$3,365.47 
GS The Goldman Sachs Group, Inc.
-0.31%
-$3,242.06 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$31,248.15 
MSFT Microsoft Corp.
-0.3%
-$8,922.98 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,811 
VOO Vanguard S&P 500 ETF
-0.19%
-$411.39 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$2,471 
WFC-PL Wells Fargo & Company
-0.12%
-$1,331.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$700.62 
GOOG Alphabet Inc
-0.12%
-$4,045.1 
COST Costco Wholesale Corporation
-0.08%
-$432.75 
JPM JPMorgan Chase & Co.
-0.07%
-$2,924.26 
PFE Pfizer Inc.
-0.04%
-$216.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$66.25 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 572 | Longs Won 347/572 60% | Profit Factor 4.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,331.54 |
| Average Win $106,712.88 | Best Trade (Aug 17) $2.31M | Sharpe Ratio -9 |
| Average Loss -$37,015.39 | Worst Trade (Mar 30) -$1.52M | Z-Score -2.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 2d | Expectancy $31,844.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,279 | 2,951 | 2,623 | 2,295 | 1,967 | 1,639 | 1,311 | 984 | 656 | 328 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,330 | $1.91M | $2.85M | - | $939,557.28 | 49.07% | +0.219% |
| AIG American International Group Inc. | 5,268 | $450,888.12 | $403,739.52 | - | -$47,148.6 | -10.46% | +0.802% |
| AMAT Applied Materials, Inc. | 1,490 | $272,774.3 | $755,698.19 | - | $482,923.89 | 177.04% | -5.118% |
| AMGN Amgen Inc. | 4,435 | $1.24M | $1.84M | - | $600,754.96 | 48.42% | -0.629% |
| AMZN Amazon.com Inc | 5,914 | $1.29M | $1.55M | - | $259,383.49 | 20.05% | -0.935% |
| APA APA Corporation | 12,375 | $300,969 | $500,816.25 | - | $199,847.25 | 66.4% | +1.175% |
| APH Amphenol Corporation | 9,164 | $403,949.12 | $382,849.01 | - | -$21,100.11 | -5.22% | +0.821% |
| BAC Bank of America Corporation | 32,819 | $1.56M | $2.12M | - | $559,887.27 | 35.97% | +0.624% |
| BRK-B Berkshire Hathaway Inc. | 8,699 | $4.23M | $4.38M | - | $158,843.74 | 3.76% | -0.572% |
| CEF Sprott Physical Gold and Silver Trust | 8,145 | $245,164.5 | $362,696.85 | - | $117,532.35 | 47.94% | +0.769% |
| CMCSA Comcast Corp | 21,483 | $527,407.65 | $562,424.94 | - | $35,017.29 | 6.64% | 0.0 |
| COST Costco Wholesale Corporation | 577 | $571,195.38 | $554,554.69 | - | -$16,640.69 | -2.91% | -0.078% |
| CSCO Cisco Systems, Inc. | 4,364 | $302,893.99 | $487,371.52 | - | $184,477.53 | 60.9% | -1.578% |
| CVX Chevron Corporation | 12,336 | $1.78M | $2.47M | - | $683,096.78 | 38.29% | +1.163% |
| D Dominion Energy, Inc. | 13,925 | $829,930.85 | $957,622.25 | - | $127,691.4 | 15.39% | +0.336% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 8,901 | $406,775.7 | $431,253.45 | - | $24,477.75 | 6.02% | +0.021% |
| DUK Duke Energy Corporation | 6,651 | $790,517.73 | $824,191.92 | - | $33,674.19 | 4.26% | -0.458% |
| ETN Eaton Corporation plc | 1,073 | $352,921.84 | $484,470.24 | - | $131,548.4 | 37.27% | -0.401% |
| GOOG Alphabet Inc | 10,113 | $1.79M | $3.47M | - | $1.68M | 93.66% | -0.116% |
| GS The Goldman Sachs Group, Inc. | 1,010 | $714,827.5 | $1.05M | - | $334,986.74 | 46.86% | -0.308% |
No 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
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 - $2.78M, Vanguard High Dividend Yield ETF - $2.25M, Berkshire Hathaway Inc - $2.16M, JPMorgan Chase & Co - $1.57M, and Alphabet Inc - $1.19M. 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 - $1.47M, Intel Corporation - $414,155.98, Meta Platforms Inc Class A - $277,990.62, Vanguard Short-Term Bond ETF - $253,904.52, and Comcast Corp - $182,442.61. 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 $9.86M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.07M, Vanguard High Dividend Yield ETF - $1.05M, Vanguard Dividend Appreciation ETF - $969,418.86, Verizon Communications Inc - $623,717.89, and Altria Group, Inc - $459,392.42. 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.
