JMD

John Michael Dodds Portfolio

Invests via Dodds Wealth LLC | Managed by John Michael Dodds, Andrew Torrence Dodds, Deanna Lee Meyer, Brennan Paul Pate, Dean Edward Norsworthy, Steven John Schafer, Kayla Marie Benjamin, Brent Allan Lee

Invests via Dodds Wealth LLC

Managed by John Michael Dodds, Andrew Torrence Dodds, Deanna Lee Meyer, Brennan Paul Pate, Dean Edward Norsworthy, Steven John Schafer, Kayla Marie Benjamin, Brent Allan Lee

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John Michael Dodds Profile

With a diverse background in technology and finance, John Michael Dodds has established himself as an influential figure in the entrepreneurial landscape. His experience spans several startups, where he played key roles in product development and strategic growth initiatives. As a founder, he demonstrated an exceptional ability to drive innovation while navigating competitive markets. Dodds's leadership fosters collaboration and resilience within teams, emphasizing sustainability and forward-thinking solutions. His relevance extends into investment circles, drawing interest from venture capitalists seeking impactful opportunities across technology-driven sectors.

Investment Philosophy & Strategy

Focusing on transformative technology ventures, John Michael Dodds leverages his extensive startup experience to identify unique investment prospects. His approach blends a keen understanding of market dynamics with a commitment to fostering innovative solutions that address real-world challenges. By emphasizing strategic collaboration, he aims to maximize impact while ensuring sustainable growth across various sectors. The entrepreneurial spirit evident in his decision-making fuels a continuous search for opportunities where disruption can lead to substantial advancements and value creation.

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:

17.28%

Gain -0.01%

Monthly

0.54%

Yearly

6.72%

Drawdown

14.49%

$434M

Equity

Holdings

$434M

Investment

$435.76M

$68.08M

Profit -$48,339.4

Realized

$12.23M

Unrealized

$55.85M

Dividends

$23.01M

Goals

Avg. 70.5% completed goals

Yearly

Gain > 5%

2026

41%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$48,339.4

Win %

83%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$48,339.4

Win %

83%

This Month

Compared to last month

Gain

-0.85%

Profit

-$3.72M

Win %

83%

This Year

Compared to last year

Gain

2.04%

Profit

$9.39M

Win %

81%

Gainers
Losers

CBZ CBIZ Inc.

+3.89%

+$17,875.44

JPM JPMorgan Chase & Co.

+2.31%

+$10,172.62

HCA HCA Healthcare Inc.

+2.29%

+$6,935.98

USB U.S. Bancorp

+2.27%

+$10,031.98

WELL Welltower Inc.

+1.69%

+$16,902.88

MAR Marriott International Inc. - Class A

+1.42%

+$9,548.5

DVY iShares Select Dividend ETF

+1.19%

+$14,734.92

VOE Vanguard Mid-Cap Value ETF

+1.1%

+$3,073.66

JNJ Johnson & Johnson

+1.07%

+$8,277.86

PWV Invesco Large Cap Value ETF

+1.05%

+$4,191.2

SCHV Schwab U.S. Large-Cap Value ETF

+1%

+$353,982.84

DFAR Dimensional US Real Estate ETF

+0.95%

+$2,578.75

VNQ Vanguard Real Estate ETF

+0.92%

+$45,567

RSP Invesco S&P 500 Equal Weight ETF

+0.91%

+$22,343.88

XLK State Street Technology Select Sector SPDR ETF

+0.87%

+$58,026.69

EQAL Invesco Russell 1000 Equal Weight ETF

+0.83%

+$2,495.57

VYM Vanguard High Dividend Yield ETF

+0.81%

+$32,427.44

IJH iShares Core S&P Mid-Cap ETF

+0.71%

+$9,507.8

BRK-B Berkshire Hathaway Inc.

+0.71%

+$11,871.26

IYW iShares U.S. Technology ETF

+0.61%

+$5,829.68

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$5,313.02

DFAU Dimensional US Core Equity Market ETF

+0.57%

+$37,553.19

IVV iShares Core S&P 500 ETF

+0.55%

+$6,372.25

VOO Vanguard S&P 500 ETF

+0.55%

+$127,597.03

SPY SPDR S&P 500 ETF Trust

+0.54%

+$9,771.49

GOOGL Alphabet Inc

+0.53%

+$5,674.61

DFUS Dimensional U.S. Equity Market ETF

+0.53%

+$12,202.91

SCHB Schwab U.S. Broad Market ETF

+0.49%

+$141,098.72

GOOG Alphabet Inc

+0.45%

+$9,571.2

WMT Walmart Inc.

+0.45%

+$1,620

VT Vanguard Total World Stock ETF

+0.44%

+$5,131.2

DFAI Dimensional International Core Equity Market ETF

+0.43%

+$26,105.94

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$58,162.44

PEP PepsiCo, Inc.

+0.38%

+$1,172.88

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$2,778.48

VUG Vanguard Growth ETF

+0.18%

+$91,197.9

PFF iShares Preferred and Income Securities ETF

+0.16%

+$883.6

NVDA NVIDIA Corporation

+0.16%

+$3,233.92

KO The Coca-Cola Company

+0.11%

+$337.23

MSFT Microsoft Corp.

+0.1%

+$719.18

LLY Eli Lilly and Company

-2.41%

-$7,574.44

AAPL Apple Inc.

-1.52%

-$59,719.5

AMZN Amazon.com Inc

-1.23%

-$9,892.29

DIS The Walt Disney Company

-0.3%

-$800.1

XLV Health Care Select Sector SPDR Fund

-0.18%

-$2,058.25

JMUB JPMorgan Municipal Bond ETF

-0.16%

-$16,176.48

GOVT iShares U.S. Treasury Bond ETF

-0.09%

-$39,817.96

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.07%

-$41,107.08

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

-0.06%

-$33,516.26

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

-0.06%

-$26,678.32

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.02%

-$106.02

Events

Dividends

Dividend Analysis

No Data

Trades 438	Longs Won 349/438 79%	Profit Factor 35.46
Profitability	Shorts Won 0/0 0%	Standard Deviation $670,501.54
Average Win $200,719.96	Best Trade (Jun 14) $7.96M	Sharpe Ratio -12.66
Average Loss -$22,196.06	Worst Trade (Jun 29) -$558,052.8	Z-Score 14.89 (100%)
Commissions $0	Avg. Trade Length 1y 4m 1d	Expectancy $155,424.24

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	19,608	17,647	15,686	13,725	11,765	9,804	7,843	5,882	3,922	1,961