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
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.
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.
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:
44.51%
Gain -0.33%
Monthly
0.3%
Yearly
3.66%
Drawdown
21.31%
$131.07M
Equity
Holdings
$131.07M
Investment
$104.16M
$20.64M
Profit -$345,474.31
Realized
-$6.27M
Unrealized
$26.91M
Dividends
$10.98M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$345,474.31
Win %
87%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$2.12M
Win %
87%
This Month
Compared to last month
Gain
0.06%
Profit
$78,414.53
Win %
87%
This Year
Compared to last year
Gain
0.05%
Profit
$61,114.03
Win %
87%
AMGN Amgen Inc.
+3.01%
+$11,593.06 
PGR Progressive Corporation
+2.24%
+$16,443.17 
MMM 3M Company
+0.69%
+$2,795.62 
AAPL Apple Inc.
+0.58%
+$8,848.66 
SIZE iShares MSCI USA Size Factor ETF
+0.43%
+$125,909.77 
MSFT Microsoft Corp.
+0.21%
+$3,635.25 
SNDK SanDisk Corporation
-6.27%
-$8,272 
AMD Advanced Micro Devices, Inc.
-5.46%
-$13,643.7 
NVDA NVIDIA Corporation
-2.33%
-$23,037.69 
AIQ Global X Artificial Intelligence & Technology ETF
-1.49%
-$28,008.85 
VONG Vanguard Russell 1000 Growth Fund
-1.05%
-$3,202.45 
XOM Exxon Mobil Corporation
-0.92%
-$3,346.38 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.9%
-$229,024.8 
AMZN Amazon.com Inc
-0.63%
-$1,664.74 
CGGE Capital Group Global Equity ETF
-0.42%
-$85,769.1 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.36%
-$109,130.13 
JPM JPMorgan Chase & Co.
-0.34%
-$1,919.76 
VOO Vanguard S&P 500 ETF
-0.29%
-$877.2 
VO Vanguard Mid-Cap ETF
-0.04%
-$6,263.07 Events
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Dividends
Dividend Analysis
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| Trades 281 | Longs Won 129/281 45% | Profit Factor 3.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $795,810.15 |
| Average Win $237,730.79 | Best Trade (Oct 14) $10.23M | Sharpe Ratio -11.83 |
| Average Loss -$65,965.38 | Worst Trade (Jun 30) -$5.19M | Z-Score 1.8 (92.78%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $73,453.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% | 4.11% |
| Consecutive Losing Trades | 1,988 | 1,789 | 1,590 | 1,392 | 1,193 | 994 | 795 | 596 | 398 | 199 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,469 | $825,493.3 | $1.54M | - | $716,043.56 | 86.74% | +0.577% |
| AIQ Global X Artificial Intelligence & Technology ETF | 29,483 | $1.18M | $1.86M | - | $672,648.81 | 56.79% | -1.486% |
| AMD Advanced Micro Devices, Inc. | 438 | $254,438.57 | $236,375.46 | - | -$18,063.11 | -7.1% | -5.457% |
| AMGN Amgen Inc. | 905 | $236,588.31 | $397,222.6 | - | $160,634.29 | 67.9% | +3.006% |
| AMZN Amazon.com Inc | 1,034 | $229,146.69 | $261,053.98 | - | $31,907.29 | 13.92% | -0.634% |
| CGGE Capital Group Global Equity ETF | 591,511 | $17.85M | $20.31M | - | $2.46M | 13.79% | -0.42% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 424,120 | $23.91M | $25.26M | - | $1.35M | 5.64% | -0.899% |
| JPM JPMorgan Chase & Co. | 1,684 | $428,967.89 | $562,691.76 | - | $133,723.87 | 31.17% | -0.34% |
| MMM 3M Company | 2,474 | $307,968.47 | $409,669.66 | - | $101,701.19 | 33.02% | +0.687% |
| MSFT Microsoft Corp. | 3,275 | $1.15M | $1.75M | - | $602,141.27 | 52.39% | +0.208% |
| NVDA NVIDIA Corporation | 4,469 | $668,795.14 | $965,952 | - | $297,156.86 | 44.43% | -2.329% |
| PGR Progressive Corporation | 3,440 | $359,441.91 | $750,745.6 | - | $391,303.69 | 108.86% | +2.239% |
| SIZE iShares MSCI USA Size Factor ETF | 163,881 | $22.78M | $29.06M | - | $6.27M | 27.53% | +0.435% |
| SNDK SanDisk Corporation | 94 | $213,730.62 | $123,641.96 | - | -$90,088.66 | -42.15% | -6.271% |
| VO Vanguard Mid-Cap ETF | 208,755 | $13.57M | $16.71M | - | $3.14M | 23.12% | -0.037% |
| VONG Vanguard Russell 1000 Growth Fund | 2,381 | $245,957.3 | $301,351.26 | - | $55,393.96 | 22.52% | -1.052% |
| VOO Vanguard S&P 500 ETF | 430 | $231,688.3 | $303,317.7 | - | $71,629.4 | 30.92% | -0.288% |
| VV Vanguard Large-Cap Index Fund ETF Shares | 84,597 | $19.48M | $29.91M | - | $10.43M | 53.54% | -0.363% |
| XOM Exxon Mobil Corporation | 2,053 | $231,107.14 | $360,055.14 | - | $128,948 | 55.8% | -0.921% |
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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 James Reed Financial Services Inc.?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Nasdaq Equity Premium Income ETF - $4.5M, Vanguard Large-Cap Index Fund ETF Shares - $3.83M, iShares MSCI USA Size Factor ETF - $1.94M, Vanguard Mid-Cap ETF - $847,519.42, and Exxon Mobil Corporation - $263,451.54. 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 S&P 500 ETF Trust - $5.14M, GLOBAL X LITHIUM & BATTERY T - $963,391.86, ARK Innovation ETF Fund - $614,950.07, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $422,718.06, and Invesco MSCI Global Timber ETF - $62,587.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Reed Financial Services Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.98M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $4.51M, iShares MSCI USA Size Factor ETF - $1.7M, Vanguard Large-Cap Index Fund ETF Shares - $1.61M, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $1.6M, and Vanguard Mid-Cap ETF - $695,699.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Reed Financial Services Inc.'s monthly returns?
James Reed Financial Services Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can James Reed Financial Services Inc.'s strategy be considered aggressive or moderate?
James Reed Financial Services Inc.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow James Reed Financial Services Inc.'s strategy?
James Reed Financial Services Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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