Jade Franke Portfolio
Invests via Retirement Investment Advisors Inc. | Managed by Randy Thurman, Andrew Flinton, Carol Ringrose Alexander, Chad Rudy, Brenda Bolander, Sylvia Sterling, Alexxander V. Peralta
Invests via Retirement Investment Advisors Inc.
Managed by Randy Thurman, Andrew Flinton, Carol Ringrose Alexander, Chad Rudy, Brenda Bolander, Sylvia Sterling, Alexxander V. Peralta
Automatically Tracked
Jade Franke Profile
With a diverse background in business development and venture growth, Jade Franke stands out as a proactive entrepreneur known for her role in scaling innovative startups. Leveraging her deep understanding of market trends and consumer needs, she has successfully launched multiple ventures that bridge technology with real-world applications. As an influential figure within the startup ecosystem, she actively supports emerging founders through mentorship and investment initiatives. Her unique approach combines strategic insights with hands-on operational leadership, fostering environments where new ideas can thrive. Franke's commitment to nurturing talent not only enhances her portfolio but also contributes positively to the entrepreneurial landscape.
With a diverse background in business development and venture growth, Jade Franke stands out as a proactive entrepreneur known for her role in scaling innovative startups. Leveraging her deep understanding of market trends and consumer needs, she has successfully launched multiple ventures that bridge technology with real-world applications. As an influential figure within the startup ecosystem, she actively supports emerging founders through mentorship and investment initiatives. Her unique approach combines strategic insights with hands-on operational leadership, fostering environments where new ideas can thrive. Franke's commitment to nurturing talent not only enhances her portfolio but also contributes positively to the entrepreneurial landscape.
Investment Philosophy & Strategy
Exploring transformative opportunities in the startup landscape, Jade Franke champions innovation through her investments. With a foundation built on operational expertise and an innate ability to recognize emerging trends, she seeks to empower disruptive companies poised for significant impact. Her strategy emphasizes collaborative growth with founders, prioritizing mentorship alongside capital allocation to nurture ideas from inception to maturity. By leveraging her extensive network, she strategically positions herself as both a financial backer and an active participant in the development of cutting-edge ventures. This unique dual approach not only accelerates startup trajectories but also reshapes industries through entrepreneurial dynamism.
Exploring transformative opportunities in the startup landscape, Jade Franke champions innovation through her investments. With a foundation built on operational expertise and an innate ability to recognize emerging trends, she seeks to empower disruptive companies poised for significant impact. Her strategy emphasizes collaborative growth with founders, prioritizing mentorship alongside capital allocation to nurture ideas from inception to maturity. By leveraging her extensive network, she strategically positions herself as both a financial backer and an active participant in the development of cutting-edge ventures. This unique dual approach not only accelerates startup trajectories but also reshapes industries through entrepreneurial dynamism.
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:
62.83%
Gain +0.01%
Monthly
1.13%
Yearly
14.4%
Drawdown
13.86%
$1.41B
Equity
Holdings
$1.41B
Investment
$1.04B
$415.46M
Profit -$3,033.83
Realized
$47.31M
Unrealized
$368.15M
Dividends
$86.94M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$3,033.83
Win %
68%
This Week
Compared To Last Week
Gain
0%
Profit
-$3,033.83
Win %
68%
This Month
Compared to last month
Gain
0.64%
Profit
$8.92M
Win %
68%
This Year
Compared to last year
Gain
-0.02%
Profit
-$345,319.37
Win %
69%
RCL Royal Caribbean Group
+2.72%
+$5,016 
MRK Merck & Co., Inc.
+2.01%
+$6,008.31 
JNJ Johnson & Johnson
+1.94%
+$8,653.79 
PSX Phillips 66
+1.66%
+$24,530.94 
COP ConocoPhillips
+1.49%
+$10,399.42 
SHEL Shell plc
+1.3%
+$3,881.2 
MCD McDonald's Corporation
+1.23%
+$2,953.43 
OKE ONEOK, Inc.
+0.77%
+$9,349.2 
EPD Enterprise Products Partners L.P.
+0.43%
+$1,104 
TTE TotalEnergies SE
+0.42%
+$981.24 
OGE Oge Energy Corp.
+0.38%
+$1,875.78 
PWV Invesco Large Cap Value ETF
+0.32%
+$2,592 
RTX RTX Corporation
+0.31%
+$871.2 
GOOGL Alphabet Inc
+0.24%
+$563.21 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$3,596.76 
SFNC Simmons First National Corporation
+0.2%
+$675 
AAPL Apple Inc.
+0.16%
+$3,645.72 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.14%
+$40,107.21 
VTV Vanguard Value ETF
+0.1%
+$327,116.12 
SDY SPDR S&P Dividend ETF
+0.09%
+$2,135.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$100,395.51 
BNDX Vanguard Total International Bond ETF
+0.07%
+$37,242.1 
IAGG iShares International Aggregate Bond Fund
+0.07%
+$517.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$799.8 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.06%
+$11,009.02 
GOOG Alphabet Inc
+0.05%
+$167.03 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.02%
+$297.67 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$16.48 
BANF BancFirst Corporation
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
IBM International Business Machines Corporation
-2.57%
-$22,424.96 
UTHR United Therapeutics Corporation
-2.22%
-$6,530.94 
MSFT Microsoft Corp.
-1.6%
-$8,090.94 
NVDA NVIDIA Corporation
-1.44%
-$22,978.84 
WMT Walmart Inc.
-1.26%
-$11,983.19 
AMZN Amazon.com Inc
-1.14%
-$2,807.25 
VGT Vanguard Information Technology ETF
-1.05%
-$4,952.64 
F Ford Motor Company
-0.7%
-$1,797.57 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$28,217.7 
WMB The Williams Companies, Inc.
-0.56%
-$1,156.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.5%
-$567,139.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.43%
-$16,794.83 
VUG Vanguard Growth ETF
-0.4%
-$1.2M 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.38%
-$8,613.33 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.37%
-$1,213.15 
IWM iShares Russell 2000 ETF
-0.37%
-$2,264.1 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$6,655.67 
IEFA iShares Core MSCI EAFE ETF
-0.31%
-$654,324.43 
EFA iShares MSCI EAFE ETF
-0.3%
-$726.02 
VWO Vanguard FTSE Emerging Markets ETF
-0.27%
-$5,271.36 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.26%
-$603.46 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.26%
-$2,567.47 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.26%
-$241,042.89 
SPY SPDR S&P 500 ETF Trust
-0.24%
-$4,397.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.24%
-$12,252.1 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.23%
-$850.36 
IVV iShares Core S&P 500 ETF
-0.23%
-$7,993.41 
VOO Vanguard S&P 500 ETF
-0.23%
-$712.61 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.22%
-$1,638.36 
MUB iShares National Muni Bond ETF
-0.22%
-$119,465.38 
VBK Vanguard Small-Cap Growth ETF
-0.22%
-$53,081.7 
ET Energy Transfer L.P.
-0.2%
-$1,138.68 
TSLA Tesla, Inc.
-0.18%
-$1,691.52 
IWN iShares Russell 2000 Value ETF
-0.14%
-$1,518.38 
HYD VanEck High Yield Muni ETF
-0.13%
-$11,038.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.05%
-$627.9 Events
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Dividends
Dividend Analysis
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| Trades 575 | Longs Won 409/575 71% | Profit Factor 32.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.18M |
| Average Win $1.05M | Best Trade (Oct 05) $53.46M | Sharpe Ratio -10.75 |
| Average Loss -$78,671.84 | Worst Trade (Oct 06) -$1.26M | Z-Score 4.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 1d | Expectancy $722,545.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,698 | $1.82M | $2.26M | - | $436,027.16 | 23.89% | +0.162% |
| AMZN Amazon.com Inc | 985 | $227,769.74 | $242,723.7 | - | $14,953.96 | 6.57% | -1.143% |
| BANF BancFirst Corporation | 1,870 | $214,863 | $210,973.4 | - | -$3,889.6 | -1.81% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 1.83M | $136.4M | $134.25M | - | -$2.16M | -1.58% | +0.075% |
| BNDX Vanguard Total International Bond ETF | 1.06M | $51.68M | $49.98M | - | -$1.69M | -3.28% | +0.075% |
| BRK-B Berkshire Hathaway Inc. | 3,183 | $1.6M | $1.62M | - | $17,983.63 | 1.12% | +0.223% |
| COP ConocoPhillips | 5,459 | $565,938.08 | $709,642.7 | - | $143,704.62 | 25.39% | +1.487% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 2,321 | $187,838.31 | $227,550.84 | - | $39,712.53 | 21.14% | -0.264% |
| EFA iShares MSCI EAFE ETF | 2,342 | $241,788 | $244,715.58 | - | $2,927.58 | 1.21% | -0.296% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 308,517 | $27.04M | $28.63M | - | $1.58M | 5.85% | +0.14% |
| EPD Enterprise Products Partners L.P. | 6,900 | $259,691.42 | $260,337 | - | $645.58 | 0.25% | +0.426% |
| ET Energy Transfer L.P. | 28,467 | $484,718.28 | $582,150.15 | - | $97,431.87 | 20.1% | -0.195% |
| F Ford Motor Company | 19,973 | $250,262.03 | $256,653.05 | - | $6,391.02 | 2.55% | -0.696% |
| GOOG Alphabet Inc | 928 | $296,515.36 | $311,028.48 | - | $14,513.12 | 4.89% | +0.054% |
| GOOGL Alphabet Inc | 704 | $220,352 | $238,395.52 | - | $18,043.52 | 8.19% | +0.237% |
| HYD VanEck High Yield Muni ETF | 169,817 | $8.69M | $8.2M | - | -$486,719.04 | -5.6% | -0.134% |
| HYLB Xtrackers USD High Yield Corporate Bond ETF | 550,451 | $19.91M | $19.61M | - | -$293,775.29 | -1.48% | +0.056% |
| HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | 15,461 | $390,298.46 | $368,667.54 | - | -$21,630.92 | -5.54% | -0.23% |
| IAGG iShares International Aggregate Bond Fund | 14,793 | $737,366.79 | $729,812.65 | - | -$7,554.14 | -1.02% | +0.071% |
| IBM International Business Machines Corporation | 3,750 | $638,147.81 | $850,425 | - | $212,277.19 | 33.26% | -2.569% |
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FAQ
Which stocks have generated the highest profits for Jade Franke?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $26.48M, Vanguard Value ETF - $24.75M, iShares Core MSCI EAFE ETF - $20.55M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $14.49M, and VANGUARD SMALL-CAP VALUE ETF - $8.45M. 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: AT&T Inc - $142,220.26, VanEck J.P. Morgan EM Local Currency Bond ETF - $64,889.02, Target Corporation - $42,967.32, AbbVie Inc - $35,527.86, and Amazon.com Inc - $28,112.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jade Franke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $86.94M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $17.11M, Vanguard Value ETF - $16.87M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $14.75M, iShares Core MSCI Emerging Markets ETF - $7.09M, and Vanguard Total International Bond ETF - $6.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jade Franke's monthly returns?
Jade Franke'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 Jade Franke's strategy be considered aggressive or moderate?
Jade Franke's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jade Franke's strategy?
Jade Franke'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.
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