JRF

James Reed Financial Services Inc. Portfolio

Invests via James Reed Financial Services Inc. | Managed by James Reed Financial Services Inc.

Invests via James Reed Financial Services Inc.

Managed by James Reed Financial Services Inc.

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:05 PM

Company Profile

James Reed Financial Services Inc. operates as a financial advisory firm focused on delivering personalized investment strategies to its diverse clientele. Established by industry veterans with extensive experience in capital markets, the company is dedicated to enhancing wealth management practices through innovative solutions tailored for individuals and institutions alike. Its proactive approach to financial planning has garnered attention within the sector, positioning it as a notable player in the competitive landscape of advisory services. The firm's commitment to fostering lasting relationships drives its engagement efforts, enabling clients to navigate complex market environments effectively.

Investment Philosophy & Strategy

Focusing on individualized client needs, James Reed Financial Services Inc. emphasizes a tailored approach to investment strategy development. With deep roots in financial markets, the firm leverages analytical insights to craft bespoke solutions that resonate with both individual investors and institutions. Strategic positioning is influenced by an ongoing commitment to understanding clients' unique objectives and risk appetites, enabling the firm to create value even amid volatile conditions. By prioritizing long-term relationship building, it ensures informed decision-making and adaptive strategies for navigating market complexities effectively.

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:

45.55%

Gain +0.48%

Monthly

0.24%

Yearly

2.96%

Drawdown

28.56%

$128.75M

Equity

Holdings

$128.75M

Investment

$103.64M

$19.95M

Profit +$674,751.53

Realized

-$5.16M

Unrealized

$25.11M

Dividends

$9.86M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.48%

Profit

$674,751.53

Win %

86%

This Week

Compared To Last Week

Gain

-0.42%

Profit

-$548,017.26

Win %

86%

This Month

Compared to last month

Gain

-0.72%

Profit

-$937,334.82

Win %

86%

This Year

Compared to last year

Gain

4.48%

Profit

$5.42M

Win %

85%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.3%

+$12,158.5

VO Vanguard Mid-Cap ETF

+0.97%

+$160,716.85

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+0.62%

+$155,876.19

SIZE iShares MSCI USA Size Factor ETF

+0.59%

+$170,526.28

VOO Vanguard S&P 500 ETF

+0.58%

+$1,689.91

VV Vanguard Large-Cap Index Fund ETF Shares

+0.49%

+$141,461.1

PGR Progressive Corporation

+0.43%

+$3,027.23

AMGN Amgen Inc.

+0.34%

+$1,104.1

MMM 3M Company

+0.29%

+$1,138.04

XOM Exxon Mobil Corporation

+0.29%

+$872.5

CGGE Capital Group Global Equity ETF

+0.22%

+$43,959.6

NVDA NVIDIA Corporation

+0.18%

+$1,660.56

MSFT Microsoft Corp.

+0.13%

+$1,703

VONG Vanguard Russell 1000 Growth Fund

+0.1%

+$294

AIQ Global X Artificial Intelligence & Technology ETF

+0.08%

+$1,520.65

AAPL Apple Inc.

-1.52%

-$20,110.5

AMZN Amazon.com Inc

-1.21%

-$3,029.61

Events

Dividends

Dividend Analysis

No Data

Trades 271	Longs Won 80/271 29%	Profit Factor 3.35
Profitability	Shorts Won 0/0 0%	Standard Deviation $769,058.08
Average Win $355,265.09	Best Trade (Jun 12) $9.14M	Sharpe Ratio -12.26
Average Loss -$44,368.04	Worst Trade (Jun 30) -$5.19M	Z-Score -5.45 (100%)
Commissions $0	Avg. Trade Length 10m 4w 1d	Expectancy $73,604.84

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%	0.08%	3.44%
Consecutive Losing Trades	2,899	2,609	2,319	2,029	1,739	1,449	1,159	870	580	290