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

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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.

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.

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:

29.64%

Gain -0.01%

Monthly

0.79%

Yearly

9.87%

Drawdown

12.68%

$1.35B

Equity

Holdings

$1.35B

Investment

$977.01M

$415.11M

Profit -$173,804.28

Realized

$44.76M

Unrealized

$370.35M

Dividends

$74.88M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$173,804.28

Win %

83%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$173,804.28

Win %

83%

This Month

Compared to last month

Gain

-0.35%

Profit

-$4.79M

Win %

83%

This Year

Compared to last year

Gain

8.57%

Profit

$106.31M

Win %

83%

Gainers
Losers

COHR Coherent Corp.

+5.9%

+$24,045.45

RCL Royal Caribbean Group

+2.23%

+$5,136

TSLA Tesla, Inc.

+1.82%

+$17,828.72

ET Energy Transfer L.P.

+1.65%

+$8,746.03

OKE ONEOK, Inc.

+1.56%

+$16,686.95

SFNC Simmons First National Corporation

+1.44%

+$4,800

COP ConocoPhillips

+1.4%

+$8,843.58

TXN Texas Instruments Inc

+1.35%

+$13,334.34

IWN iShares Russell 2000 Value ETF

+1.17%

+$12,433.68

JNJ Johnson & Johnson

+1.07%

+$4,091.94

PWV Invesco Large Cap Value ETF

+1.05%

+$8,213.6

OGE Oge Energy Corp.

+1.01%

+$6,494.88

SCHV Schwab U.S. Large-Cap Value ETF

+1%

+$52,996.14

IJR iShares Core S&P Small-Cap ETF

+0.97%

+$19,455.24

VTV Vanguard Value ETF

+0.94%

+$2.77M

RSP Invesco S&P 500 Equal Weight ETF

+0.91%

+$11,362

IWM iShares Russell 2000 ETF

+0.87%

+$5,529.6

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$822,864.35

SDY SPDR S&P Dividend ETF

+0.83%

+$19,325

VWO Vanguard FTSE Emerging Markets ETF

+0.76%

+$11,879.55

PSX Phillips 66

+0.76%

+$9,027.45

BRK-B Berkshire Hathaway Inc.

+0.71%

+$11,341.88

WMB The Williams Companies, Inc.

+0.64%

+$2,283.44

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$691,343

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$28,514.54

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.59%

+$5,734.2

VGT Vanguard Information Technology ETF

+0.58%

+$2,513.84

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$3,973.74

IVV iShares Core S&P 500 ETF

+0.55%

+$17,975.65

SPY SPDR S&P 500 ETF Trust

+0.54%

+$9,883.23

GOOGL Alphabet Inc

+0.53%

+$1,344.64

DGRW WisdomTree U.S. Quality Dividend Growth Fund

+0.5%

+$1,114.08

GOOG Alphabet Inc

+0.45%

+$1,254.39

WMT Walmart Inc.

+0.45%

+$4,298.94

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$8,905.62

ROK Rockwell Automation, Inc.

+0.38%

+$959

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$9,999.12

VBK Vanguard Small-Cap Growth ETF

+0.33%

+$72,475.64

SPDW SPDR Portfolio Developed World ex-US ETF

+0.29%

+$942.89

XOM Exxon Mobil Corporation

+0.28%

+$14,921.01

IEFA iShares Core MSCI EAFE ETF

+0.18%

+$375,003.54

VUG Vanguard Growth ETF

+0.18%

+$474,174.9

BNDX Vanguard Total International Bond ETF

+0.17%

+$79,674.32

NVDA NVIDIA Corporation

+0.16%

+$2,350.08

UTHR United Therapeutics Corporation

+0.1%

+$336

MSFT Microsoft Corp.

+0.1%

+$302.8

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.09%

+$26,222.22

HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF

+0.04%

+$87.18

HYD VanEck High Yield Muni ETF

+0.04%

+$2,896.1

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$86.33

IAGG iShares International Aggregate Bond Fund

+0.02%

+$86.72

MCD McDonald's Corporation

+0.01%

+$40.12

HYLB Xtrackers USD High Yield Corporate Bond ETF

TRI

AAPL Apple Inc.

-1.52%

-$29,097

MRK Merck & Co., Inc.

-1.42%

-$3,459.33

AMZN Amazon.com Inc

-1.23%

-$2,841.6

IBM International Business Machines Corporation

-0.95%

-$9,787.5

RTX RTX Corporation

-0.37%

-$987.36

F-PD Ford Motor Company 6.500% Notes

-0.23%

-$998.65

SHEL Shell plc

-0.22%

-$559.17

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.13%

-$171,673.8

VTEB Vanguard Tax-Exempt Bond ETF

-0.07%

-$3,904.32

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$320.68

MUB iShares National Muni Bond ETF

-0.01%

-$4,226.41

Events

Dividends

Dividend Analysis

No Data

Trades 502	Longs Won 382/502 76%	Profit Factor 133.51
Profitability	Shorts Won 0/0 0%	Standard Deviation $4.19M
Average Win $1.09M	Best Trade (Jun 12) $47.1M	Sharpe Ratio -9.5
Average Loss -$26,105.34	Worst Trade (Dec 31) -$546,368.4	Z-Score 9.94 (100%)
Commissions $0	Avg. Trade Length 1y 5m 2w	Expectancy $826,904.1

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	52,632	47,368	42,105	36,842	31,579	26,316	21,053	15,789	10,526	5,263