Jennifer Milam Portfolio
Invests via Mustard Seed Financial, LLC | Managed by J. David Ashby, Angela Glass, Bruce Butterfield, Jonathan Baird, Laurie Pinner, Zachary Talley, Jennifer Milam, Minna Green
Invests via Mustard Seed Financial, LLC
Managed by J. David Ashby, Angela Glass, Bruce Butterfield, Jonathan Baird, Laurie Pinner, Zachary Talley, Jennifer Milam, Minna Green
Automatically Tracked
Jennifer Milam Profile
Veteran corporate finance executive and investor focusing on growth-stage companies, M&A and capital markets strategy. Jennifer Milam combines operational leadership with private equity and venture experience, advising portfolio companies on revenue scale, go-to-market execution and board governance. Regularly involved in deal sourcing, diligence and structuring, with a track record of strategic exits and cross-border transactions that appeal to institutional investors.
Veteran corporate finance executive and investor focusing on growth-stage companies, M&A and capital markets strategy. Jennifer Milam combines operational leadership with private equity and venture experience, advising portfolio companies on revenue scale, go-to-market execution and board governance. Regularly involved in deal sourcing, diligence and structuring, with a track record of strategic exits and cross-border transactions that appeal to institutional investors.
Investment Philosophy & Strategy
Focuses on growth-stage equity and strategic M&A, prioritizing companies with clear unit-economics, scalable go-to-market motion and repeatable revenue growth. Prefers active, board-level involvement to align operational improvements, capital structure optimization and exit timing for institutional buyers. Deploys a mix of minority growth equity and control transactions, favors cross-border opportunities that diversify revenue and tap strategic partnerships, and emphasizes disciplined due diligence, staged capital deployment and governance controls to preserve optionality and maximize enterprise value.
Focuses on growth-stage equity and strategic M&A, prioritizing companies with clear unit-economics, scalable go-to-market motion and repeatable revenue growth. Prefers active, board-level involvement to align operational improvements, capital structure optimization and exit timing for institutional buyers. Deploys a mix of minority growth equity and control transactions, favors cross-border opportunities that diversify revenue and tap strategic partnerships, and emphasizes disciplined due diligence, staged capital deployment and governance controls to preserve optionality and maximize enterprise value.
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:
46.53%
Gain -0.51%
Monthly
1.2%
Yearly
15.39%
Drawdown
15.21%
$194.42M
Equity
Holdings
$194.42M
Investment
$157.7M
$40.94M
Profit -$685,988.06
Realized
$4.22M
Unrealized
$36.72M
Dividends
$7.74M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$685,988.06
Win %
78%
This Week
Compared To Last Week
Gain
0.002%
Profit
$3,440.56
Win %
78%
This Month
Compared to last month
Gain
-0.35%
Profit
-$685,988.06
Win %
78%
This Year
Compared to last year
Gain
0.98%
Profit
$1.9M
Win %
78%
LLY Eli Lilly and Company
+4.86%
+$70,867.36 
MUR Murphy Oil Corporation
+3.54%
+$25,682.24 
NVDA NVIDIA Corporation
+3.44%
+$165,023.04 
DELL Dell Technologies Inc.
+1.95%
+$9,120.01 
SLI Standard Lithium Ltd.
+1.81%
+$3,910.12 
XLE Energy Select Sector SPDR Fund
+1.76%
+$6,361.28 
VDE Vanguard Energy ETF
+1.65%
+$4,036.48 
UNH UnitedHealth Group Incorporated
+1.28%
+$3,775.21 
GE General Electric Company
+1.02%
+$2,822.4 
AMAT Applied Materials, Inc.
+0.99%
+$2,715 
ARKB Ark 21Shares Bitcoin ETF
+0.99%
+$8,943.9 
ROST Ross Stores, Inc.
+0.76%
+$2,674 
MUSA Murphy USA Inc.
+0.55%
+$7,393.56 
AAPL Apple Inc.
+0.52%
+$12,289.4 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.49%
+$1,960.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.49%
+$33,585.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$639.9 
VUSB Vanguard Ultra-Short Bond ETF
+0.21%
+$9,820.23 
INTC Intel Corporation
+0.2%
+$1,062 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$557.33 
VT Vanguard Total World Stock ETF
+0.08%
+$802.17 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,159.8 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$8,615.64 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$4,174.4 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$5,828.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$285.94 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
AMZN Amazon.com Inc
0%
$0 
CVX Chevron Corporation
0%
$0 
ETR Entergy Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
OZK Bank OZK
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 VGHY
VGHY
0%
$0 
CLF Cleveland-Cliffs Inc.
-6.42%
-$9,047.87 
VGT Vanguard Information Technology ETF
-5.83%
-$33,915 
VUG Vanguard Growth ETF
-4.37%
-$594,449.74 
GOOGL Alphabet Inc
-4.03%
-$19,785.99 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$143,393.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.78%
-$17,403.32 
DFAE Dimensional Emerging Core Equity Market ETF
-3.55%
-$140,257.68 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.26%
-$71,336.39 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$8,521.1 
DCOR Dimensional US Core Equity 1 ETF
-2.94%
-$8,862.23 
DFAT Dimensional US Targeted Value ETF
-2.6%
-$9,835.56 
DFSV Dimensional US Small Cap Value ETF
-2.41%
-$65,099.44 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$12,423.61 
VO Vanguard Mid-Cap ETF
-2.34%
-$37,183.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$14,772.8 
SFNC Simmons First National Corporation
-2.2%
-$18,206.56 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$20,643.98 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.11%
-$19,466.46 
TXN Texas Instruments Inc
-2.08%
-$9,532.83 
DFUV Dimensional US Marketwide Value ETF
-1.96%
-$25,173.69 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$8,607 
VTV Vanguard Value ETF
-1.75%
-$149,387.28 
DFLV Dimensional US Large Cap Value ETF
-1.7%
-$183,056.77 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$4,537.05 
XOM Exxon Mobil Corporation
-1.51%
-$40,234.61 
DFIC Dimensional International Core Equity Market ETF
-1.4%
-$9,888.48 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$36,123.5 
DFAI Dimensional International Core Equity Market ETF
-1.38%
-$111,770.57 
MSFT Microsoft Corp.
-1.09%
-$11,133.35 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$5,207.24 
PG Procter & Gamble Co
-0.86%
-$14,236.1 
DFAS Dimensional U.S. Small Cap ETF
-0.74%
-$3,266.16 
VB Vanguard Small-Cap ETF
-0.72%
-$12,832.54 
ORCL Oracle Corporation
-0.7%
-$3,447.99 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$21,292.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.32%
-$957.58 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.32%
-$14,318.55 
DFIV Dimensional International Value ETF
-0.31%
-$3,603.42 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$1,098.51 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$15,220.82 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$851.63 
CSCO Cisco Systems, Inc.
-0.2%
-$442.56 
XYL Xylem Inc.
-0.18%
-$384.75 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.12%
-$1,797.54 Events
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Dividends
Dividend Analysis
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| Trades 721 | Longs Won 568/721 78% | Profit Factor 20.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $259,153.66 |
| Average Win $75,747.1 | Best Trade (Aug 14) $3.85M | Sharpe Ratio -14.07 |
| Average Loss -$13,638.6 | Worst Trade (Sep 01) -$140,637.5 | Z-Score 22.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $56,778.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,586 | $1.45M | $2.36M | - | $905,101.94 | 62.24% | +0.524% |
| ABBV AbbVie Inc. | 5,790 | $936,683.38 | $1.41M | - | $474,918.62 | 50.7% | 0.0 |
| ABT Abbott Laboratories | 4,893 | $538,817.84 | $516,015.78 | - | -$22,802.06 | -4.23% | 0.0 |
| AMAT Applied Materials, Inc. | 500 | $361,500 | $276,025 | - | -$85,475 | -23.64% | +0.993% |
| AMZN Amazon.com Inc | 2,445 | $377,899.79 | $678,291.92 | - | $300,392.13 | 79.49% | 0.0 |
| ARKB Ark 21Shares Bitcoin ETF | 42,590 | $1.01M | $915,685 | - | -$94,078.45 | -9.32% | +0.986% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 156,050 | $11.96M | $11.82M | - | -$142,462.14 | -1.19% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 5,231 | $384,758.12 | $377,835.13 | - | -$6,922.99 | -1.8% | -0.29% |
| BSV Vanguard Short-Term Bond ETF | 215,391 | $16.65M | $16.71M | - | $55,875.41 | 0.34% | +0.052% |
| CLF Cleveland-Cliffs Inc. | 11,453 | $233,874 | $131,938.56 | - | -$101,935.44 | -43.59% | -6.418% |
| CSCO Cisco Systems, Inc. | 1,844 | $216,597 | $224,046 | - | $7,449 | 3.44% | -0.197% |
| CVX Chevron Corporation | 1,811 | $270,812.19 | $344,814.38 | - | $74,002.19 | 27.33% | 0.0 |
| DCOR Dimensional US Core Equity 1 ETF | 3,552 | $239,428.95 | $293,075.52 | - | $53,646.57 | 22.41% | -2.935% |
| DELL Dell Technologies Inc. | 1,000 | $431,460 | $476,390 | - | $44,930 | 10.41% | +1.952% |
| DFAE Dimensional Emerging Core Equity Market ETF | 101,636 | $2.87M | $3.81M | - | $943,434 | 32.87% | -3.548% |
| DFAI Dimensional International Core Equity Market ETF | 189,441 | $6.18M | $7.98M | - | $1.79M | 28.97% | -1.382% |
| DFAS Dimensional U.S. Small Cap ETF | 5,268 | $317,555.13 | $438,244.92 | - | $120,689.79 | 38.01% | -0.74% |
| DFAT Dimensional US Targeted Value ETF | 5,204 | $272,351 | $368,078.92 | - | $95,727.92 | 35.15% | -2.603% |
| DFAW Dimensional World Equity ETF | 11,833 | $816,080.81 | $1.01M | - | $192,800.77 | 23.63% | 0.0 |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 11,759 | $297,090 | $443,314.3 | - | $146,224.3 | 49.22% | -3.777% |
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FAQ
Which stocks have generated the highest profits for Jennifer Milam?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.33M, Vanguard Short-Term Bond ETF - $1.16M, Vanguard Short-Term Corporate Bond ETF - $1.06M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $838,051.12, and Eli Lilly and Company - $521,889.3. 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: Intel Corporation - $110,650.85, UnitedHealth Group Incorporated - $75,611.94, J.B. Hunt Transport Services, Inc - $32,971.4, SPDR Gold Shares - $28,788.3, and Fidelity Wise Origin Bitcoin Index Fund - $18,710.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Milam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.74M earned over time. The largest contributors to dividend income include Vanguard Short-Term Bond ETF - $1.15M, Vanguard Short-Term Corporate Bond ETF - $1.06M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $835,621.1, Vanguard Total International Stock Index Fund Investor Shares - $399,193.55, and Vanguard Value ETF - $385,044.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Milam's monthly returns?
Jennifer Milam's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jennifer Milam's strategy be considered aggressive or moderate?
Jennifer Milam'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 Jennifer Milam's strategy?
Jennifer Milam'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.
