Joel A. Schreiber Portfolio
Invests via SFI Advisors LLC | Managed by Joel A. Schreiber, Scott R. Smith
Invests via SFI Advisors LLC
Managed by Joel A. Schreiber, Scott R. Smith
Automatically Tracked
Joel A. Schreiber Profile
With a robust career in real estate development and investment, Joel A. Schreiber has established himself as a key figure in urban revitalization projects across the United States. His extensive experience includes founding JAS Holdings, where he spearheads various multifamily residential initiatives. Schreiber's entrepreneurial journey highlights his ability to identify and capitalize on market opportunities within competitive landscapes. Known for fostering partnerships that leverage public-private collaborations, he plays an instrumental role in driving growth in emerging neighborhoods. His insights into urban development dynamics position him favorably among investors looking to understand evolving market trends.
With a robust career in real estate development and investment, Joel A. Schreiber has established himself as a key figure in urban revitalization projects across the United States. His extensive experience includes founding JAS Holdings, where he spearheads various multifamily residential initiatives. Schreiber's entrepreneurial journey highlights his ability to identify and capitalize on market opportunities within competitive landscapes. Known for fostering partnerships that leverage public-private collaborations, he plays an instrumental role in driving growth in emerging neighborhoods. His insights into urban development dynamics position him favorably among investors looking to understand evolving market trends.
Investment Philosophy & Strategy
Market trends indicate a strong potential for urban renewal and multifamily residential projects. Joel A. Schreiber leverages his extensive expertise in real estate development to navigate these evolving landscapes, with a keen focus on transformational investment opportunities. His entrepreneurial background equips him to assess risk creatively while forging collaborative partnerships that enhance community value. Strategic capital deployment emphasizes the creation of sustainable living spaces, making him an influential figure in urban markets. By prioritizing public-private synergies, he effectively drives progress within communities experiencing revitalization.
Market trends indicate a strong potential for urban renewal and multifamily residential projects. Joel A. Schreiber leverages his extensive expertise in real estate development to navigate these evolving landscapes, with a keen focus on transformational investment opportunities. His entrepreneurial background equips him to assess risk creatively while forging collaborative partnerships that enhance community value. Strategic capital deployment emphasizes the creation of sustainable living spaces, making him an influential figure in urban markets. By prioritizing public-private synergies, he effectively drives progress within communities experiencing revitalization.
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:
64.56%
Gain +0.05%
Monthly
1.25%
Yearly
16.07%
Drawdown
25.33%
$113.08M
Equity
Holdings
$113.08M
Investment
$75.55M
$73.91M
Profit +$62,894.36
Realized
$33.88M
Unrealized
$40.03M
Dividends
$7.45M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$62,894.36
Win %
94%
This Week
Compared To Last Week
Gain
0.06%
Profit
$62,894.36
Win %
94%
This Month
Compared to last month
Gain
-2.23%
Profit
-$2.57M
Win %
94%
This Year
Compared to last year
Gain
-2.23%
Profit
-$2.57M
Win %
93%
VOD Vodafone Group Public Limited Company American Depositary Receipt
+4.29%
+$9,345.7 
IWC iShares Micro-Cap ETF
+1.27%
+$9,246.3 
AAPL Apple Inc.
+1.17%
+$107,799.68 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$18,765.57 
NFLX Netflix, Inc.
+0.44%
+$1,748.42 
MXF Mexico Fund, Inc.
+0.35%
+$5,746.05 
XSMO Invesco S&P SmallCap Momentum ETF
+0.08%
+$1,108.66 
XTL SPDR S&P Telecom ETF
+0.05%
+$1,611.96 
IBUY Amplify Online Retail ETF
+0.03%
+$728.32 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$872.34 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.02%
+$837.78 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.01%
+$222.92 
FDN First Trust Dow Jones Internet Index Fund
0%
+$129.24 
XSD SPDR S&P Semiconductor ETF
0%
+$17.36 
AIA iShares Asia 50 ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
-$5.16 
BTBT Bit Digital, Inc.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
EFAD ProShares EAFE Dividend Growers Fund
0%
$0 
EWW iShares MSCI Mexico ETF
0%
$0 
FCLD Fidelity Cloud Computing ETF
0%
$0 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0 
FDT First Trust Developed Markets ex-US Fund
0%
$0 
FIW First Trust Water ETF
0%
$0 
FPXI First Trust International Equity Opportunities Fund
0%
$0 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
INFL Horizon Kinetics Inflation Beneficiaries ETF
0%
$0 
IPO Renaissance IPO ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
ORCL Oracle Corporation
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PTH Invesco Dorsey Wright Health Care Momentum ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
CCEL Cryo-Cell International Inc.
-4.62%
-$26,448 
FTXN First Trust Nasdaq Oil & Gas ETF
-3.19%
-$54,413.02 
PNC The PNC Financial Services Group, Inc.
-0.54%
-$1,417.51 
MRK Merck & Co., Inc.
-0.24%
-$586.53 
AIS VistaShares Artificial Intelligence Supercycle ETF
-0.1%
-$5,574.24 
VPX EA Series Trust - Variant Perception Cycle Aware US Equity ETF
-0.03%
-$3,110.45 
FXO First Trust Financials AlphaDEX Fund
-0.02%
-$1,066.96 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.02%
-$189.92 
VBK Vanguard Small-Cap Growth ETF
-0.02%
-$43.68 
AIQ Global X Artificial Intelligence & Technology ETF
-0.02%
-$168.99 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.01%
-$80.42 
IYK iShares U.S. Consumer Staples ETF
-0.01%
-$119.17 
XOM Exxon Mobil Corporation
-0.01%
-$15.61 
SIMS SPDR S&P Kensho Intelligent Structures ETF
-0.01%
-$11.25 Events
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Dividends
Dividend Analysis
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| Trades 1080 | Longs Won 722/1080 66% | Profit Factor 20.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,031.31 |
| Average Win $107,724.06 | Best Trade (Jul 28) $5.36M | Sharpe Ratio -36.96 |
| Average Loss -$10,797.75 | Worst Trade (Jul 28) -$429,780 | Z-Score -7.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $68,436.28 |
| 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 | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Joel A. Schreiber?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Telecom ETF - $4.12M, iShares U.S. Broker-Dealers & Securities Exchanges ETF - $2.42M, SPDR S&P Aerospace & Defense ETF - $2.07M, SPDR S&P Semiconductor ETF - $1.93M, and VistaShares Artificial Intelligence Supercycle ETF - $1.8M. 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: First Trust NASDAQ-100 Technology Index Fund - $227,381.89, iShares U.S. Medical Devices ETF - $213,910.63, iShares Bitcoin Trust - $181,237.45, Highland Opportunities and Income Fund - $149,416.33, and First Trust Nasdaq Artificial Intelligence and Robotics ETF - $136,872.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joel A. Schreiber's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.45M earned over time. The largest contributors to dividend income include Global X MSCI China Consumer Staples ETF - $924,695.32, First Trust Financials AlphaDEX Fund - $450,953.87, iShares U.S. Broker-Dealers & Securities Exchanges ETF - $371,908.75, SPDR Bloomberg 1-3 Month T-Bill ETF - $292,812.42, and iShares Asia 50 ETF - $249,538.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joel A. Schreiber's monthly returns?
Joel A. Schreiber'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 Joel A. Schreiber's strategy be considered aggressive or moderate?
Joel A. Schreiber'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 Joel A. Schreiber's strategy?
Joel A. Schreiber'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.
