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:
24.58%
Gain -0.57%
Monthly
0.94%
Yearly
11.89%
Drawdown
14.41%
$436.21M
Equity
Holdings
$436.21M
Investment
$388.8M
$59.19M
Profit -$1.9M
Realized
$11.78M
Unrealized
$47.42M
Dividends
$14.98M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.9M
Win %
78%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.9M
Win %
78%
This Month
Compared to last month
Gain
-1.06%
Profit
-$4.69M
Win %
78%
This Year
Compared to last year
Gain
0.89%
Profit
$2.53M
Win %
77%
GOOGL Alphabet Inc
+3.22%
+$23,947.11 
GOOG Alphabet Inc
+3.06%
+$14,220.36 
MSFT Microsoft Corp.
+1.97%
+$45,124.92 
LLY Eli Lilly and Company
+1.92%
+$6,499.35 
MAR Marriott International Inc. - Class A
+1.75%
+$20,098.88 
ORLY O'Reilly Automotive Inc.
+1.63%
+$5,985 
MOAT VanEck Morningstar Wide Moat Fund
+1.27%
+$10,897.86 
FEDM FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
+0.94%
+$9,609.94 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$1,802.38 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$3,976.83 
HD The Home Depot, Inc.
+0.7%
+$1,284.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$2,414.72 
MRK Merck & Co., Inc.
+0.63%
+$1,792.7 
LVHI Franklin International Low Volatility High Dividend ETF
+0.35%
+$61,042.8 
QUS SPDR MSCI USA StrategicFactors ETF
+0.29%
+$1,537.25 
JNJ Johnson & Johnson
+0.28%
+$1,062.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.24%
+$90,908.6 
BLDX Impax Global Infrastructure ETF
+0.24%
+$9,878.22 
AAPL Apple Inc.
+0.22%
+$11,643.66 
HYBL SPDR Blackstone High Income Fund
+0.04%
+$719.58 
PEP PepsiCo, Inc.
0%
-$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-8.29%
-$25,175.14 
AVGO Broadcom Inc.
-4.77%
-$11,190.96 
NVDA NVIDIA Corporation
-3.35%
-$88,740.36 
ESGE iShares ESG Aware MSCI EM ETF
-2.61%
-$6,386.38 
IXN iShares Global Tech ETF
-2.47%
-$8,823.1 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.44%
-$90,508.86 
FEMR Fidelity Enhanced Emerging Markets ETF
-2.3%
-$224,089.45 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$5,814 
TSLA Tesla, Inc.
-1.77%
-$9,847.34 
CWB SPDR Bloomberg Convertible Securities ETF
-1.39%
-$11,956.23 
ILCG iShares Morningstar Growth ETF
-1.32%
-$7,352.19 
AMZN Amazon.com Inc
-1.25%
-$20,601.78 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-1.21%
-$83,702.08 
RTX RTX Corporation
-1.17%
-$9,150.08 
CGIC Capital Group International Core Equity ETF
-1.17%
-$381,188.98 
BIDD iShares International Dividend Active ETF
-1.07%
-$2,497.11 
CVX Chevron Corporation
-0.89%
-$3,356.05 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$15,595.81 
CSRE Cohen & Steers Real Estate Active ETF
-0.87%
-$76,255.51 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$2,383.64 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$4,200.9 
DWMF WisdomTree International Multifactor Fund
-0.71%
-$1,592.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.7%
-$9,669.66 
HGER Harbor Commodity All-Weather Fund
-0.65%
-$7,386.09 
CGDV Capital Group Dividend Value ETF
-0.59%
-$307,020.97 
XOM Exxon Mobil Corporation
-0.55%
-$2,036.79 
SPIN SPDR SSGA US Equity Premium Income ETF
-0.53%
-$42,688.46 
SUSA iShares MSCI USA ESG Select ETF
-0.51%
-$7,542.13 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.49%
-$2,189.49 
VTV Vanguard Value ETF
-0.49%
-$2,110.24 
EMBX VanEck Emerging Markets Bond ETF
-0.49%
-$5,423.82 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.48%
-$1,781.61 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.47%
-$1,966.3 
IVV iShares Core S&P 500 ETF
-0.47%
-$44,545.94 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$9,749.47 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$74,670.4 
ESGG FlexShares STOXX Global ESG ETF
-0.43%
-$32,375.24 
GPIX S&P 500 Core Premium Income Fund
-0.38%
-$215,598.39 
VUG Vanguard Growth ETF
-0.36%
-$5,835.79 
DSI iShares MSCI KLD 400 Social ETF
-0.35%
-$2,187.35 
IWM iShares Russell 2000 ETF
-0.35%
-$10,073.74 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$117,024.8 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.31%
-$101,287.65 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.31%
-$5,946.69 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.29%
-$26,464.5 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$2,210.16 
SHYM iShares High Yield Bond ETF
-0.21%
-$2,899.39 
NUSC Nuveen ESG Small-Cap ETF
-0.2%
-$1,295.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.19%
-$42,869.32 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.17%
-$581.44 
SUSL iShares ESG MSCI USA Leaders ETF
-0.17%
-$11,120.85 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.14%
-$8,839.58 
CGMU Capital Group Municipal Income ETF
-0.07%
-$980.66 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$1,518.14 
IWD iShares Russell 1000 Value ETF
-0.07%
-$207.67 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.06%
-$514.15 
DCRE DoubleLine Commercial Real Estate ETF
-0.05%
-$124.45 
CSX CSX Corporation
-0.04%
-$444.5 Events
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Dividends
Dividend Analysis
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| Trades 541 | Longs Won 393/541 72% | Profit Factor 18.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,019.33 |
| Average Win $159,117.39 | Best Trade (Sep 03) $5.54M | Sharpe Ratio -10.82 |
| Average Loss -$22,558.77 | Worst Trade (Dec 30) -$598,943.26 | Z-Score 11.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $109,416.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,950 | $3.78M | $5.31M | - | $1.53M | 40.57% | +0.22% |
| AMZN Amazon.com Inc | 6,418 | $1.21M | $1.63M | - | $414,645.72 | 34.19% | -1.25% |
| AVGO Broadcom Inc. | 648 | $223,445.48 | $223,378.56 | - | -$66.92 | -0.03% | -4.771% |
| BIDD iShares International Dividend Active ETF | 7,567 | $218,858.74 | $230,793.5 | - | $11,934.76 | 5.45% | -1.07% |
| BLDX Impax Global Infrastructure ETF | 164,637 | $4.34M | $4.18M | - | -$158,043.21 | -3.64% | +0.237% |
| BRK-B Berkshire Hathaway Inc. | 397 | $198,654.83 | $204,419.27 | - | $5,764.44 | 2.9% | +0.89% |
| CGDV Capital Group Dividend Value ETF | 1.06M | $47.9M | $51.97M | - | $4.07M | 8.49% | -0.587% |
| CGIC Capital Group International Core Equity ETF | 886,486 | $30.41M | $32.33M | - | $1.92M | 6.3% | -1.165% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 75,907 | $2.09M | $2.03M | - | -$54,594.06 | -2.61% | -0.075% |
| CGMU Capital Group Municipal Income ETF | 49,033 | $1.33M | $1.3M | - | -$30,054.57 | -2.26% | -0.075% |
| CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | 352,860 | $9.08M | $9.01M | - | -$75,175.3 | -0.83% | -0.293% |
| CSRE Cohen & Steers Real Estate Active ETF | 311,247 | $8.19M | $8.66M | - | $472,960.47 | 5.77% | -0.873% |
| CSX CSX Corporation | 22,225 | $768,440.58 | $1.09M | - | $319,028.67 | 41.52% | -0.041% |
| CVX Chevron Corporation | 1,771 | $352,129.41 | $375,744.21 | - | $23,614.8 | 6.71% | -0.885% |
| CWB SPDR Bloomberg Convertible Securities ETF | 8,361 | $658,259.87 | $846,300.42 | - | $188,040.55 | 28.57% | -1.393% |
| DCRE DoubleLine Commercial Real Estate ETF | 4,978 | $255,825.78 | $254,450.47 | - | -$1,375.31 | -0.54% | -0.049% |
| DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 693,751 | $31.47M | $32.43M | - | $957,388.52 | 3.04% | -0.311% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 225,628 | $18.59M | $22.21M | - | $3.63M | 19.52% | -0.193% |
| DSI iShares MSCI KLD 400 Social ETF | 4,289 | $488,682.39 | $621,561.88 | - | $132,879.49 | 27.19% | -0.351% |
| DWMF WisdomTree International Multifactor Fund | 6,637 | $209,411.63 | $224,065.12 | - | $14,653.49 | 7% | -0.706% |
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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 - $5.08M, S&P 500 Core Premium Income Fund - $4.27M, VanEck Morningstar Wide Moat Fund - $2.22M, WisdomTree Dynamic Currency Hedged International Equity Fund - $1.91M, and Franklin International Low Volatility High Dividend ETF - $1.86M. 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 - $37,388.69, 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 $14.98M earned over time. The largest contributors to dividend income include S&P 500 Core Premium Income Fund - $4.27M, JPMorgan Equity Premium Income Fund - $2.22M, Franklin International Low Volatility High Dividend ETF - $1.55M, WisdomTree Dynamic Currency Hedged International Equity Fund - $765,229.39, and WisdomTree U.S. Quality Dividend Growth Fund - $629,740.58. 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.
