JAS

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

Tracking: 0 Updated: 16 hours ago

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.

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.

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:

67.84%

Gain +2.14%

Monthly

0.58%

Yearly

7.24%

Drawdown

26.98%

$111.44M

Equity

Holdings

$111.44M

Investment

$75.6M

$45.25M

Profit +$2.75M

Realized

$9.41M

Unrealized

$35.84M

Dividends

$7.65M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

2.14%

Profit

$2.75M

Win %

97%

This Week

Compared To Last Week

Gain

-1.41%

Profit

-$1.59M

Win %

97%

This Month

Compared to last month

Gain

-0.86%

Profit

-$970,467.99

Win %

97%

This Year

Compared to last year

Gain

7.59%

Profit

$3.64M

Win %

94%

Gainers
Losers

PSI Invesco Semiconductors ETF

+9.37%

+$54,672.68

AIS VistaShares Artificial Intelligence Supercycle ETF

+8.47%

+$487,733.4

XSD SPDR S&P Semiconductor ETF

+7.15%

+$73,896.64

SMH VanEck Semiconductor ETF

+6.87%

+$231,574.26

XAR SPDR S&P Aerospace & Defense ETF

+6.58%

+$127,007.14

AIA iShares Asia 50 ETF

+5.4%

+$165,938.4

XTL SPDR S&P Telecom ETF

+4.34%

+$160,718.81

XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

+4.28%

+$37,604.16

AIQ Global X Artificial Intelligence & Technology ETF

+4.21%

+$44,244.42

FDT First Trust Developed Markets ex-US Fund

+4.16%

+$46,851.22

IPO Renaissance IPO ETF

+4.08%

+$46,586.81

ILF iShares Latin America 40 ETF

+4.06%

+$8,991.33

EWW iShares MSCI Mexico ETF

+3.89%

+$15,146.64

XSMO Invesco S&P SmallCap Momentum ETF

+3.75%

+$51,244.8

PTH Invesco Dorsey Wright Health Care Momentum ETF

+3.55%

+$100,689.77

IWC iShares Micro-Cap ETF

+3.5%

+$25,116.58

PAVE Global X U.S. Infrastructure Development ETF

+3.34%

+$72,012.2

VBK Vanguard Small-Cap Growth ETF

+3.24%

+$8,172.66

IQLT iShares MSCI International Quality Factor ETF

+3.19%

+$54,625.02

FPXI First Trust International Equity Opportunities Fund

+3.13%

+$86,780.25

FDIS Fidelity MSCI Consumer Discretionary Index ETF

+2.67%

+$84,851.6

CIBR First Trust NASDAQ Cybersecurity ETF

+2.67%

+$118,370.4

MXF Mexico Fund, Inc.

+2.66%

+$42,927.36

SIMS SPDR S&P Kensho Intelligent Structures ETF

+2.33%

+$6,982.56

FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund

+2.15%

+$15,521.06

FBT First Trust NYSE Arca Biotechnology Index Fund

+2%

+$62,589.25

IBUY Amplify Online Retail ETF

+1.99%

+$50,270.6

VPX EA Series Trust - Variant Perception Cycle Aware US Equity ETF

+1.97%

+$171,717.82

CCEL Cryo-Cell International Inc.

+1.93%

+$11,571

EFAD ProShares EAFE Dividend Growers Fund

+1.81%

+$6,542.16

VOD Vodafone Group Public Limited Company American Depositary Receipt

+1.59%

+$3,450.72

FCLD Fidelity Cloud Computing ETF

+1.46%

+$46,915.07

AAPL Apple Inc.

+1.36%

+$109,179.36

FIW First Trust Water ETF

+1.34%

+$5,594.75

IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF

+1.24%

+$50,089.86

INFL Horizon Kinetics Inflation Beneficiaries ETF

+1.21%

+$3,214.2

IVE ISHARES S&P 500 VALUE ETF

+1.14%

+$47,890.92

COWZ Pacer US Cash Cows 100 ETF

+0.79%

+$14,949

FDN First Trust Dow Jones Internet Index Fund

+0.74%

+$25,420.2

FXH First Trust Health Care AlphaDEX Fund

+0.73%

+$13,661.44

FXO First Trust Financials AlphaDEX Fund

+0.71%

+$31,008.16

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$298.87

FTXN First Trust Nasdaq Oil & Gas ETF

-2.1%

-$35,109.69

CVX Chevron Corporation

-2%

-$3,964.34

NFLX Netflix, Inc.

-0.96%

-$4,858.5

IGV iShares Expanded Tech-Software Sector ETF

-0.68%

-$22,672.16

IYK iShares U.S. Consumer Staples ETF

-0.37%

-$6,586.92

BOXX Alpha Architect 1-3 Month Boxx Fund

-0.02%

-$368.2

Events

Dividends

Dividend Analysis

No Data

Trades 1016	Longs Won 571/1016 56%	Profit Factor 3.2
Profitability	Shorts Won 0/0 0%	Standard Deviation $296,167.07
Average Win $115,212.19	Best Trade (Jun 11) $4.48M	Sharpe Ratio -42.46
Average Loss -$46,151.38	Worst Trade (Dec 31) -$2.35M	Z-Score -2.08 (100%)
Commissions $0	Avg. Trade Length 1y 7m 3w 6d	Expectancy $44,536.22

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	2,415	2,174	1,932	1,691	1,449	1,208	966	725	483	242