JEA

Jason E. Archambault Portfolio

Invests via SK Wealth Management LLC | Managed by Jason E. Archambault

Invests via SK Wealth Management LLC

Managed by Jason E. Archambault

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Jason E. Archambault Profile

With a diverse career spanning technology, finance, and corporate leadership, Jason E. Archambault has established himself as an influential figure in business transformation. He is known for spearheading initiatives that blend innovation with strategic oversight in various industries. His ability to identify growth opportunities through operational efficiency and team development positions him uniquely within the investment landscape. Archambault’s executive experience includes guiding organizations through complex transitions while leveraging emerging technologies to enhance competitive advantages. With a solid educational foundation and hands-on approach to leadership, he remains a pivotal player in driving sustainable growth across sectors.

Investment Philosophy & Strategy

Investment decisions are often informed by an acute awareness of technological advancements and operational synergies. Jason E. Archambault adopts a holistic view that combines innovative insights with strategic execution, positioning investments at the intersection of industry evolution and market demand. His approach is characterized by leveraging technology to enhance value creation while focusing on sectors ripe for disruption. With his rich background in finance and corporate leadership, he emphasizes cultivating teams capable of executing transformative initiatives that unlock long-term growth potential.

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:

15.52%

Gain -0.06%

Monthly

0.71%

Yearly

8.87%

Drawdown

17.06%

$374.06M

Equity

Holdings

$374.06M

Investment

$330.76M

$51.1M

Profit -$240,422.22

Realized

$7.8M

Unrealized

$43.3M

Dividends

$11.82M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.06%

Profit

-$240,422.22

Win %

83%

This Week

Compared To Last Week

Gain

-0.84%

Profit

-$3.15M

Win %

83%

This Month

Compared to last month

Gain

-1.42%

Profit

-$5.38M

Win %

83%

This Year

Compared to last year

Gain

6.98%

Profit

$24.39M

Win %

83%

Gainers
Losers

DWMF WisdomTree International Multifactor Fund

+3.01%

+$6,498.51

FEDM FlexShares ESG & Climate Developed Markets ex-US Core Index Fund

+2.74%

+$32,720.02

V Visa Inc. Class A

+1.45%

+$2,807.2

JPM JPMorgan Chase & Co.

+0.94%

+$2,012.36

CSRE Cohen & Steers Real Estate Active ETF

+0.61%

+$45,603.43

XOM Exxon Mobil Corporation

+0.52%

+$1,668.96

JKE iShares Morningstar Large-Cap Growth ETF

+0.48%

+$6,565.86

FFSM Fidelity Small-Mid Cap Opportunities ETF

+0.35%

+$22,395.36

MAR Marriott International Inc. - Class A

+0.34%

+$4,568.4

HD The Home Depot, Inc.

+0.34%

+$652.3

CSX CSX Corporation

+0.31%

+$3,201.74

RWJ Invesco S&P SmallCap 600 Revenue ETF

+0.28%

+$2,818.72

SCHD Schwab U.S. Dividend Equity ETF

+0.25%

+$927.12

HON Honeywell International Inc.

+0.23%

+$482

NUSC Nuveen ESG Small-Cap ETF

+0.23%

+$1,796.87

JNJ Johnson & Johnson

+0.19%

+$671.14

CWB SPDR Bloomberg Convertible Securities ETF

+0.19%

+$1,964

VTV Vanguard Value ETF

+0.1%

+$367.84

IWM iShares Russell 2000 ETF

+0.07%

+$1,935.53

IWD iShares Russell 1000 Value ETF

+0.06%

+$163.05

HYBL SPDR Blackstone High Income Fund

+0.05%

+$2,042.13

MDY SPDR S&P MidCap 400 ETF Trust

+0.03%

+$540

VRTX Vertex Pharmaceuticals Incorporated

+0.01%

+$27.81

AMZN Amazon.com Inc

-2.56%

-$39,957.75

LRCX Lam Research Corporation

-1.96%

-$7,213.6

MSFT Microsoft Corp.

-1.58%

-$29,744.93

AVGO Broadcom Inc.

-1.43%

-$3,644.26

ORLY O'Reilly Automotive Inc.

-1.42%

-$5,450.62

IXN iShares Global Tech ETF

-1.24%

-$4,325

AAPL Apple Inc.

-1.09%

-$49,199.36

TSLA Tesla, Inc.

-1.02%

-$6,503.1

LLY Eli Lilly and Company

-0.99%

-$3,529.68

RTX RTX Corporation

-0.91%

-$6,538.05

QQQ Invesco QQQ Trust, Series 1

-0.81%

-$4,240.95

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

-0.77%

-$2,186.38

IWF iShares Russell 1000 Growth ETF

-0.74%

-$2,736

XLK State Street Technology Select Sector SPDR ETF

-0.74%

-$2,886.3

PEP PepsiCo, Inc.

-0.73%

-$2,543.1

VUG Vanguard Growth ETF

-0.69%

-$12,683.82

SCHG Schwab U.S. Large-Cap Growth ETF

-0.66%

-$266,359.94

BIDD iShares International Dividend Active ETF

-0.64%

-$1,463.09

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-0.62%

-$9,487.73

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.6%

-$46,456.8

NUMG Nuveen ESG Mid-Cap Growth ETF

-0.6%

-$3,555.36

CGIC Capital Group International Core Equity ETF

-0.55%

-$83,219.4

GOOG Alphabet Inc

-0.52%

-$2,614.27

ESGE iShares ESG Aware MSCI Emerging Markets ETF

-0.52%

-$1,526.28

CSPF Cohen & Steers Preferred and Income Opportunities Active ETF

-0.5%

-$11,699.61

MOAT VANECK MORNINGSTAR WIDE MOAT FUND

-0.47%

-$5,354.88

XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

-0.45%

-$17,169.69

TSPA T. Rowe Price U.S. Equity Research ETF

-0.43%

-$3,156

GOOGL Alphabet Inc

-0.39%

-$3,128.72

NVDA NVIDIA Corporation

-0.37%

-$9,246.92

SPY SPDR S&P 500 ETF Trust

-0.34%

-$7,101.48

IVV iShares Core S&P 500 ETF

-0.32%

-$23,224.87

CGDV Capital Group Dividend Value ETF

-0.31%

-$132,242.85

GPIX S&P 500 Core Premium Income Fund

-0.31%

-$148,192.74

SPIN SPDR SSGA US Equity Premium Income ETF

-0.28%

-$54,204.12

VV Vanguard Large-Cap Index Fund ETF Shares

-0.28%

-$1,091.52

QUS SPDR MSCI USA StrategicFactors ETF

-0.27%

-$1,417.97

HGER Harbor Commodity All-Weather Fund

-0.23%

-$2,117.64

SUSA iShares MSCI USA ESG Select ETF

-0.23%

-$2,905.59

CGMU Capital Group Municipal Income ETF

-0.22%

-$3,241.14

EVIM Eaton Vance Intermediate Municipal Income ETF

-0.21%

-$4,410.67

CGMS Capital Group U.S. Multi-Sector Income ETF

-0.2%

-$4,937.13

DGRW WisdomTree U.S. Quality Dividend Growth Fund

-0.18%

-$46,368.95

SHYM iShares High Yield Bond ETF

-0.17%

-$3,438.14

EMBX VanEck Emerging Markets Bond ETF

-0.17%

-$1,949.47

ESGG FlexShares STOXX Global ESG ETF

-0.17%

-$13,499.12

SUSL iShares ESG MSCI USA Leaders ETF

-0.12%

-$8,209.25

DSI iShares MSCI KLD 400 Social ETF

-0.11%

-$663.25

DDWM WisdomTree Dynamic Currency Hedged International Equity Fund

-0.11%

-$49,523.8

DCRE DoubleLine Commercial Real Estate ETF

-0.08%

-$193.72

FEMR Fidelity Enhanced Emerging Markets ETF

-0.06%

-$5,088.68

TOTL SPDR DoubleLine Total Return Tactical ETF

-0.04%

-$556.15

HELO JPMorgan Hedged Equity Laddered Overlay ETF

-0.03%

-$1,067.17

LVHI Franklin International Low Volatility High Dividend ETF

-0.02%

-$4,036.17

SIHY Harbor Scientific Alpha High-Yield ETF

-0.02%

-$99.44

MRK Merck & Co., Inc.

-0.02%

-$39.3

Events

Dividends

Dividend Analysis

No Data

Trades 394	Longs Won 295/394 74%	Profit Factor 17.91
Profitability	Shorts Won 0/0 0%	Standard Deviation $481,290.82
Average Win $183,457.82	Best Trade (Jun 10) $5.27M	Sharpe Ratio -7.58
Average Loss -$30,515.65	Worst Trade (Jun 11) -$1.11M	Z-Score 14.66 (100%)
Commissions $0	Avg. Trade Length 11m 2w 6d	Expectancy $129,692.91

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	12,195	10,976	9,756	8,537	7,317	6,098	4,878	3,659	2,439	1,220

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Returns

Overall, Monthly

Holdings
History

Positions (79)
Options (0)

Option values are updated at end of day.

No Data

Trades (158)
Options (0)

No Data

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Jason E. Archambault Portfolio

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