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:
29.04%
Gain -0.13%
Monthly
0.78%
Yearly
9.79%
Drawdown
14.49%
$442.7M
Equity
Holdings
$442.7M
Investment
$387.52M
$67.9M
Profit +$24,403.02
Realized
$12.72M
Unrealized
$55.18M
Dividends
$26.28M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
$24,403.02
Win %
72%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.9M
Win %
72%
This Month
Compared to last month
Gain
-0.95%
Profit
-$4.23M
Win %
72%
This Year
Compared to last year
Gain
-0.58%
Profit
-$2.51M
Win %
73%
GOOG Alphabet Inc
+2.16%
+$44,476.17 
WELL Welltower Inc.
+2.05%
+$22,315.6 
QQQ Invesco QQQ Trust, Series 1
+1.87%
+$17,631.42 
GOOGL Alphabet Inc
+1.86%
+$20,443.47 
IYW iShares U.S. Technology ETF
+1.77%
+$17,560.56 
XLK State Street Technology Select Sector SPDR ETF
+1.71%
+$119,017.88 
VUG Vanguard Growth ETF
+1.6%
+$852,213 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.13%
+$165,611.98 
LLY Eli Lilly and Company
+1.09%
+$3,395.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.02%
+$7,136.48 
NVDA NVIDIA Corporation
+1.01%
+$23,001.75 
VOO Vanguard S&P 500 ETF
+0.98%
+$240,634.03 
VT Vanguard Total World Stock ETF
+0.97%
+$11,647.75 
SCHB Schwab U.S. Broad Market ETF
+0.97%
+$290,844.78 
IVV iShares Core S&P 500 ETF
+0.96%
+$10,956.29 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$17,697.67 
VNQ Vanguard Real Estate ETF
+0.92%
+$43,765.65 
DFUS Dimensional U.S. Equity Market ETF
+0.9%
+$20,598 
AMZN Amazon.com Inc
+0.89%
+$7,959.68 
DIS The Walt Disney Company
+0.84%
+$2,293.62 
DFAU Dimensional US Core Equity Market ETF
+0.83%
+$53,431.05 
JNJ Johnson & Johnson
+0.72%
+$5,435.91 
DFAR Dimensional US Real Estate ETF
+0.68%
+$1,753.55 
PFF iShares Preferred and Income Securities ETF
+0.67%
+$3,571.6 
DFAI Dimensional International Core Equity Market ETF
+0.66%
+$39,471.6 
JPM JPMorgan Chase & Co.
+0.51%
+$2,738.17 
SCHV Schwab U.S. Large-Cap Value ETF
+0.47%
+$164,812.32 
WMT Walmart Inc.
+0.44%
+$1,395 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$5,137.06 
USB U.S. Bancorp
+0.33%
+$1,531.59 
CW Curtiss-Wright Corporation
+0.28%
+$489.83 
AAPL Apple Inc.
+0.28%
+$12,382.05 
GOVT iShares U.S. Treasury Bond ETF
+0.27%
+$122,354.34 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.26%
+$124,730.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.26%
+$145,965.74 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.21%
+$122,162.88 
XLV Health Care Select Sector SPDR Fund
+0.19%
+$2,364.48 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$374.44 
JMUB JPMorgan Municipal Bond ETF
+0.13%
+$14,327.43 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.13%
+$526.43 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.12%
+$362.67 
CBZ CBIZ Inc.
+0.09%
+$677.1 
PNC The PNC Financial Services Group, Inc.
+0.01%
+$34.46 
HCA HCA Healthcare Inc.
-0.89%
-$3,055.99 
PEP PepsiCo, Inc.
-0.61%
-$1,715.88 
KO The Coca-Cola Company
-0.33%
-$1,086.63 
BRK-B Berkshire Hathaway Inc.
-0.31%
-$5,489.6 
PWV Invesco Large Cap Value ETF
-0.27%
-$1,132.67 
PG Procter & Gamble Co
-0.23%
-$516.9 
DVY iShares Select Dividend ETF
-0.22%
-$2,800.43 
MSFT Microsoft Corp.
-0.18%
-$1,652.13 
MAR Marriott International Inc. - Class A
-0.12%
-$477.07 
VOE Vanguard Mid-Cap Value ETF
-0.08%
-$241.91 
RSP Invesco S&P 500 Equal Weight ETF
-0.07%
-$1,646.42 
AVGO Broadcom Inc.
-0.05%
-$101.19 
VYM Vanguard High Dividend Yield ETF
-0.05%
-$2,021.11 Events
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Dividends
Dividend Analysis
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| Trades 479 | Longs Won 360/479 75% | Profit Factor 13.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $704,040.1 |
| Average Win $204,147.99 | Best Trade (Aug 17) $8.8M | Sharpe Ratio -11.53 |
| Average Loss -$47,013.01 | Worst Trade (Sep 14) -$954,579.99 | Z-Score 7.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 2d | Expectancy $141,751 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,386 | $2.6M | $4.51M | - | $1.92M | 73.82% | +0.275% |
| AMZN Amazon.com Inc | 3,522 | $583,843.9 | $901,526.34 | - | $317,682.44 | 54.41% | +0.891% |
| AVGO Broadcom Inc. | 547 | $206,668 | $195,511.47 | - | -$11,156.53 | -5.4% | -0.052% |
| BRK-B Berkshire Hathaway Inc. | 3,431 | $1.25M | $1.74M | - | $495,883.38 | 39.75% | -0.314% |
| CBZ CBIZ Inc. | 13,542 | $676,042.11 | $740,476.56 | - | $64,434.45 | 9.53% | +0.092% |
| CW Curtiss-Wright Corporation | 312 | $236,421 | $177,790.08 | - | -$58,630.92 | -24.8% | +0.276% |
| DFAI Dimensional International Core Equity Market ETF | 140,970 | $4.07M | $5.99M | - | $1.92M | 47.12% | +0.664% |
| DFAR Dimensional US Real Estate ETF | 10,315 | $234,283.92 | $260,350.6 | - | $26,066.68 | 11.13% | +0.678% |
| DFAU Dimensional US Core Equity Market ETF | 122,830 | $4.36M | $6.51M | - | $2.15M | 49.4% | +0.828% |
| DFUS Dimensional U.S. Equity Market ETF | 27,464 | $1.47M | $2.31M | - | $839,235.97 | 57.21% | +0.901% |
| DIS The Walt Disney Company | 2,667 | $240,822.3 | $276,114.51 | - | $35,292.21 | 14.65% | +0.838% |
| DVY iShares Select Dividend ETF | 8,001 | $958,511.93 | $1.26M | - | $304,765.96 | 31.8% | -0.221% |
| EQAL Invesco Russell 1000 Equal Weight ETF | 5,093 | $224,601 | $299,417.47 | - | $74,816.47 | 33.31% | +0.121% |
| GOOG Alphabet Inc | 5,982 | $853,306.27 | $2.1M | - | $1.25M | 146.66% | +2.159% |
| GOOGL Alphabet Inc | 3,150 | $478,993.44 | $1.12M | - | $642,501.06 | 134.14% | +1.857% |
| GOVT iShares U.S. Treasury Bond ETF | 2.04M | $46.87M | $45.24M | - | -$1.63M | -3.49% | +0.271% |
| HCA HCA Healthcare Inc. | 800 | $216,544 | $339,112 | - | $122,568 | 56.6% | -0.893% |
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 923,932 | $48.26M | $47.49M | - | -$778,015.01 | -1.61% | +0.263% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 8,099 | $417,700.44 | $417,624.93 | - | -$75.51 | -0.02% | +0.126% |
| IJH iShares Core S&P Mid-Cap ETF | 17,714 | $1.02M | $1.3M | - | $281,606.87 | 27.71% | +0.397% |
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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 - $6.02M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $5.59M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $4.98M, 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 $26.28M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $6.02M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $5.59M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $4.98M, iShares U.S. Treasury Bond ETF - $2.75M, 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.
