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
Automatically Tracked
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.
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.
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:
21.76%
Gain +0.9%
Monthly
0.9%
Yearly
11.36%
Drawdown
14.38%
$391.6M
Equity
Holdings
$391.6M
Investment
$347.32M
$52.6M
Profit +$2.77M
Realized
$8.32M
Unrealized
$44.28M
Dividends
$13.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$2.77M
Win %
84%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$2.26M
Win %
84%
This Month
Compared to last month
Gain
-0.54%
Profit
-$2.13M
Win %
84%
This Year
Compared to last year
Gain
10.53%
Profit
$37.21M
Win %
82%
AVGO Broadcom Inc.
+2.71%
+$6,495.89 
GOOG Alphabet Inc
+1.8%
+$11,294.99 
MSFT Microsoft Corp.
+1.76%
+$32,749.39 
GOOGL Alphabet Inc
+1.67%
+$12,895.2 
RTX RTX Corporation
+1.54%
+$11,725.12 
CVX Chevron Corporation
+1.41%
+$4,624.43 
AMZN Amazon.com Inc
+1.31%
+$21,344.53 
XOM Exxon Mobil Corporation
+0.99%
+$3,390.15 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.89%
+$4,158.91 
ESGE iShares ESG Aware MSCI EM ETF
+0.85%
+$1,906.62 
IXN iShares Global Tech ETF
+0.71%
+$2,362.5 
CWB SPDR Bloomberg Convertible Securities ETF
+0.7%
+$6,749.97 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.69%
+$24,507.75 
HON Honeywell International Inc.
+0.68%
+$703.03 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$2,109.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.6%
+$9,121.52 
FEMR Fidelity Enhanced Emerging Markets ETF
+0.59%
+$46,733.74 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$2,995.51 
IWF iShares Russell 1000 Growth ETF
+0.5%
+$1,824 
ILCG iShares Morningstar Growth ETF
+0.32%
+$1,751.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$1,080.08 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.28%
+$8,997.45 
VUG Vanguard Growth ETF
+0.28%
+$5,145.09 
BIDD iShares International Dividend Active ETF
+0.24%
+$499.94 
DSI iShares MSCI KLD 400 Social ETF
+0.24%
+$1,412.73 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$2,151.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$82,657.75 
VRTX Vertex Pharmaceuticals Incorporated
+0.19%
+$871.39 
NVDA NVIDIA Corporation
+0.19%
+$4,745.13 
GPIX S&P 500 Core Premium Income Fund
+0.14%
+$72,783.07 
DWMF WisdomTree International Multifactor Fund
+0.12%
+$267.57 
IVV iShares Core S&P 500 ETF
+0.1%
+$7,271.1 
SIHY Harbor Scientific Alpha High-Yield ETF
+0.09%
+$409.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$7,756.72 
SPIN SPDR SSGA US Equity Premium Income ETF
+0.08%
+$15,244.68 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$1,739.78 
SUSL iShares ESG MSCI USA Leaders ETF
+0.05%
+$3,491.33 
CGDV Capital Group Dividend Value ETF
+0.03%
+$14,164.14 
SHYM iShares High Yield Bond ETF
+0.02%
+$431.21 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.01%
+$47.7 
SUSA iShares MSCI USA ESG Select ETF
+0.01%
+$129.91 
HYBL SPDR Blackstone High Income Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.68%
-$143,155.09 
TSLA Tesla, Inc.
-2.23%
-$13,278.36 
PEP PepsiCo, Inc.
-1.97%
-$6,475.77 
LRCX Lam Research Corporation
-1.65%
-$5,242.55 
MRK Merck & Co., Inc.
-1.64%
-$4,024.49 
ORLY O'Reilly Automotive Inc.
-1.59%
-$5,856.76 
LLY Eli Lilly and Company
-1.37%
-$5,025.76 
JNJ Johnson & Johnson
-1.07%
-$3,991.82 
CSX CSX Corporation
-1.04%
-$11,744.8 
FEDM FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
-0.72%
-$8,519.75 
CSRE Cohen & Steers Real Estate Active ETF
-0.42%
-$33,601.87 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.41%
-$4,026.58 
LVHI Franklin International Low Volatility High Dividend ETF
-0.34%
-$57,162.84 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$1,227.03 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.31%
-$4,409.28 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.27%
-$17,409 
MDY SPDR S&P MidCap 400 ETF Trust
-0.26%
-$4,769.6 
IWD iShares Russell 1000 Value ETF
-0.23%
-$631.62 
NUSC Nuveen ESG Small-Cap ETF
-0.21%
-$1,617.44 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.19%
-$83,872.26 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.18%
-$4,432.25 
IWM iShares Russell 2000 ETF
-0.16%
-$5,054.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.15%
-$37,454.81 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.15%
-$13,464.24 
EMBX VanEck Emerging Markets Bond ETF
-0.14%
-$1,629.45 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.13%
-$12,336.42 
MAR Marriott International Inc. - Class A
-0.13%
-$1,623.04 
QUS SPDR MSCI USA StrategicFactors ETF
-0.13%
-$680.16 
VTV Vanguard Value ETF
-0.12%
-$521.64 
CGMU Capital Group Municipal Income ETF
-0.11%
-$1,551.36 
HGER Harbor Commodity All-Weather Fund
-0.11%
-$1,126.51 
DCRE DoubleLine Commercial Real Estate ETF
-0.11%
-$274.8 
CGIC Capital Group International Core Equity ETF
-0.1%
-$17,705.16 
ESGG FlexShares STOXX Global ESG ETF
0%
-$335.38 Events
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Dividends
Dividend Analysis
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| Trades 463 | Longs Won 348/463 75% | Profit Factor 20.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $459,144.78 |
| Average Win $159,067.26 | Best Trade (Jul 20) $5.53M | Sharpe Ratio -10.75 |
| Average Loss -$23,929.03 | Worst Trade (Jul 30) -$790,964.1 | Z-Score 16.91 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $113,614.62 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jason E. Archambault?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Growth ETF - $4.21M, S&P 500 Core Premium Income Fund - $3.41M, VanEck Morningstar Wide Moat Fund - $2.2M, Franklin International Low Volatility High Dividend ETF - $1.69M, and JPMorgan Equity Premium Income Fund - $1.56M. 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: SPDR ICE Preferred Securities ETF - $105,075.27, Nuveen Short Term REIT ETF - $44,455.55, UnitedHealth Group Incorporated - $32,762.1, The Home Depot, Inc - $20,073.56, and Vertex Pharmaceuticals Incorporated - $10,536.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason E. Archambault's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.8M earned over time. The largest contributors to dividend income include S&P 500 Core Premium Income Fund - $3.41M, JPMorgan Equity Premium Income Fund - $2.22M, Franklin International Low Volatility High Dividend ETF - $1.4M, WisdomTree Dynamic Currency Hedged International Equity Fund - $765,229.39, and WisdomTree U.S. Quality Dividend Growth Fund - $631,864.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason E. Archambault's monthly returns?
Jason E. Archambault'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 Jason E. Archambault's strategy be considered aggressive or moderate?
Jason E. Archambault'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 Jason E. Archambault's strategy?
Jason E. Archambault'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.
