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.
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.
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:
30.45%
Gain -0.1%
Monthly
0.86%
Yearly
10.78%
Drawdown
14.49%
$445.67M
Equity
Holdings
$445.67M
Investment
$445.93M
$70.87M
Profit -$289,138.77
Realized
$12.72M
Unrealized
$58.15M
Dividends
$25.34M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$289,138.77
Win %
79%
This Week
Compared To Last Week
Gain
1.17%
Profit
$5.15M
Win %
79%
This Month
Compared to last month
Gain
1.17%
Profit
$5.15M
Win %
79%
This Year
Compared to last year
Gain
0.09%
Profit
$456,418.78
Win %
79%
DIS The Walt Disney Company
+2.87%
+$7,787.64 
AVGO Broadcom Inc.
+1.54%
+$3,522.68 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.46%
+$1,426.04 
AAPL Apple Inc.
+0.45%
+$18,874.13 
GOOG Alphabet Inc
+0.43%
+$9,272.1 
DFAR Dimensional US Real Estate ETF
+0.34%
+$928.35 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$6,042.08 
PEP PepsiCo, Inc.
+0.23%
+$695.06 
WELL Welltower Inc.
+0.22%
+$2,468.96 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$4,295.39 
USB U.S. Bancorp
+0.03%
+$153.16 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CBZ CBIZ Inc.
0%
$0 
CW Curtiss-Wright Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
-2.8%
-$183,016.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$16,912.48 
SCHV Schwab U.S. Large-Cap Value ETF
-2.18%
-$782,858.52 
HCA HCA Healthcare Inc.
-2.17%
-$7,128 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$55,511.98 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$4,433.71 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$102,908.38 
GOOGL Alphabet Inc
-1.29%
-$14,741.97 
JNJ Johnson & Johnson
-1.03%
-$7,453.35 
JPM JPMorgan Chase & Co.
-0.82%
-$4,548.16 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$4,544.23 
WMT Walmart Inc.
-0.33%
-$1,110 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$4,428.5 
KO The Coca-Cola Company
-0.31%
-$1,011.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.3%
-$143,209.46 
DVY iShares Select Dividend ETF
-0.28%
-$3,680.38 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$163,766.44 
IYW iShares U.S. Technology ETF
-0.27%
-$2,618.68 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$122,354.34 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$71,435.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$32,439.46 
JMUB JPMorgan Municipal Bond ETF
-0.2%
-$22,042.2 
PWV Invesco Large Cap Value ETF
-0.19%
-$785.85 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$2,983.93 
IVV iShares Core S&P 500 ETF
-0.16%
-$1,826.54 
AMZN Amazon.com Inc
-0.14%
-$1,373.54 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$69,807.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$485.93 
NVDA NVIDIA Corporation
-0.1%
-$2,351.29 
VUG Vanguard Growth ETF
-0.08%
-$42,010.5 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$170.75 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$178.58 Events
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Dividends
Dividend Analysis
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| Trades 479 | Longs Won 377/479 78% | Profit Factor 24.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $686,842.33 |
| Average Win $196,092.24 | Best Trade (Aug 07) $7.47M | Sharpe Ratio -11.53 |
| Average Loss -$29,986.46 | Worst Trade (Aug 07) -$581,525.87 | Z-Score 13.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $147,950.22 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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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FAQ
Which stocks have generated the highest profits for John Michael Dodds?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Value ETF - $7.3M, Vanguard Intermediate-Term Corporate Bond Fund - $5.78M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $5.36M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $4.78M, and Schwab U.S. Broad Market ETF - $4.01M. 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: Tesla, Inc - $84,140, Oracle Corporation - $64,029.14, LivePerson, Inc - $63,135.04, UnitedHealth Group Incorporated - $31,703.08, and Meta Platforms Inc Class A - $23,615.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Michael Dodds's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.34M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $5.78M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $5.36M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $4.78M, iShares U.S. Treasury Bond ETF - $2.59M, and Schwab U.S. Large-Cap Value ETF - $1.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Michael Dodds's monthly returns?
John Michael Dodds'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 John Michael Dodds's strategy be considered aggressive or moderate?
John Michael Dodds's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow John Michael Dodds's strategy?
John Michael Dodds'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.
