JK
Jonathan Kolle Portfolio
Invests via SMITHBRIDGE ASSET MANAGEMENT Inc./DE | Managed by Jonathan Kolle
Invests via SMITHBRIDGE ASSET MANAGEMENT Inc./DE
Managed by Jonathan Kolle
Automatically Tracked
Jonathan Kolle Profile
With a robust background in finance and entrepreneurial ventures, Jonathan Kolle has established himself as an influential figure in the investment landscape. His experience spans various sectors where he has effectively leveraged market trends to drive business growth. As a founder of multiple successful startups, he demonstrates a keen acumen for identifying emerging opportunities and developing innovative solutions that resonate with consumers. Jonathan's deep understanding of capital markets complements his role as an investor-operator, fostering collaboration between teams while steering companies towards strategic success. His reputation for driving operational excellence makes him a valuable asset within both private enterprises and broader financial contexts.
With a robust background in finance and entrepreneurial ventures, Jonathan Kolle has established himself as an influential figure in the investment landscape. His experience spans various sectors where he has effectively leveraged market trends to drive business growth. As a founder of multiple successful startups, he demonstrates a keen acumen for identifying emerging opportunities and developing innovative solutions that resonate with consumers. Jonathan's deep understanding of capital markets complements his role as an investor-operator, fostering collaboration between teams while steering companies towards strategic success. His reputation for driving operational excellence makes him a valuable asset within both private enterprises and broader financial contexts.
Investment Philosophy & Strategy
With a keen focus on innovation and market dynamics, Jonathan Kolle seeks out transformative opportunities that align with evolving consumer needs. His entrepreneurial journey, underscored by a series of successful startups, equips him with unique insights into driving sustainable growth. A strong advocate for leveraging technology to optimize operational processes, he strategically positions investments to capitalize on competitive advantages in various sectors. By fostering collaborative environments among his teams, he enhances execution efficacy while navigating the complexities of capital deployment in fast-paced markets.
With a keen focus on innovation and market dynamics, Jonathan Kolle seeks out transformative opportunities that align with evolving consumer needs. His entrepreneurial journey, underscored by a series of successful startups, equips him with unique insights into driving sustainable growth. A strong advocate for leveraging technology to optimize operational processes, he strategically positions investments to capitalize on competitive advantages in various sectors. By fostering collaborative environments among his teams, he enhances execution efficacy while navigating the complexities of capital deployment in fast-paced markets.
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:
34.75%
Gain +0.06%
Monthly
0.3%
Yearly
3.61%
Drawdown
15.79%
$375.52M
Equity
Holdings
$375.52M
Investment
$145.21M
$230.32M
Profit +$219,853.34
Realized
-$0
Unrealized
$230.32M
Dividends
$105.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.06%
Profit
$219,853.34
Win %
73%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$79,574.02
Win %
73%
This Month
Compared to last month
Gain
0.85%
Profit
$3.17M
Win %
73%
This Year
Compared to last year
Gain
5.55%
Profit
$19.74M
Win %
73%
MRK Merck & Co., Inc.
+3.8%
+$258,095.67 
ABT Abbott Laboratories
+0.35%
+$62,299.87 
AIG American International Group Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AVY Avery Dennison Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
GE General Electric Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$1.16 
JNJ Johnson & Johnson
0%
$0 
MDT Medtronic plc
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
VMC Vulcan Materials Company
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WSFS WSFS Financial Corporation
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.32 
GAP Gap Inc.
0%
$0 4418
441815107
0%
$0 LXK
LXK
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 ABS
ABS
0%
$0 SGP
SGP
0%
$0 CTX
CTX
0%
$0 WAG
WAG
0%
$0 LU
LU
0%
$0 ADCT
ADCT
0%
$0 0266
026609107
0%
$0 HPQ
HPQ
0%
$0 1667
166751107
0%
$0 0778
077853109
0%
$0 7414
741477103
0%
$0 
Events
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Dividends
Dividend Analysis
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No Data
| Trades 46 | Longs Won 24/46 52% | Profit Factor 14.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.11M |
| Average Win $10.31M | Best Trade (Oct 15) $34.57M | Sharpe Ratio 0 |
| Average Loss -$781,728.9 | Worst Trade (Oct 15) -$8.71M | Z-Score 0.16 (12.9%) |
| Commissions $0 | Avg. Trade Length 26y 9m 3w 4d | Expectancy $5.01M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.9% |
| Consecutive Losing Trades | 480 | 432 | 384 | 336 | 288 | 240 | 192 | 144 | 96 | 48 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 7,264 | $369,000 | $369,000 | - | - | - | 0.0 |
| 0266 026609107 | 9,000 | $353,000 | $353,000 | - | - | - | 0.0 |
| 0778 077853109 | 6,800 | $419,000 | $419,000 | - | - | - | 0.0 |
| 1667 166751107 | 4,472 | $387,000 | $387,000 | - | - | - | 0.0 |
| 4418 441815107 | 15,300 | $570,000 | $570,000 | - | - | - | 0.0 |
| 7414 741477103 | 90,700 | $3.35M | $3.35M | - | - | - | 0.0 |
| ABS ABS | 33,450 | $1.08M | $1.08M | - | - | - | 0.0 |
| ABT Abbott Laboratories | 173,055.19 | $2.82M | $17.82M | - | $15M | 531.68% | +0.351% |
| ADCT ADCT | 40,650 | $2.95M | $2.95M | - | - | - | 0.0 |
| AIG American International Group Inc. | 4,340.85 | $5.54M | $337,067 | - | -$5.2M | -93.91% | 0.0 |
| AMGN Amgen Inc. | 4,000 | $240,000 | $1.65M | - | $1.41M | 588.07% | 0.0 |
| AVY Avery Dennison Corporation | 65,550 | $4.78M | $11.19M | - | $6.41M | 134.26% | 0.0 |
| BMY Bristol-Myers Squibb Company | 8,355.45 | $509,999.96 | $473,503.35 | - | -$36,496.61 | -7.16% | 0.0 |
| BP BP p.l.c. Sponsored ADR | 73,242 | $4.34M | $3.55M | - | -$789,565.74 | -18.18% | 0.0 |
| C Citigroup Inc. | 1,331.27 | $556,003.7 | $165,782.69 | - | -$390,221.01 | -70.18% | 0.0 |
| CL Colgate-Palmolive Company | 9,200 | $299,000 | $827,540 | - | $528,540 | 176.77% | 0.0 |
| CSCO Cisco Systems, Inc. | 133,600 | $7.16M | $15.37M | - | $8.22M | 114.83% | 0.0 |
| CTX CTX | 58,950 | $1.46M | $1.46M | - | - | - | 0.0 |
| DD DuPont de Nemours, Inc. | 32,144.88 | $2.56M | $4.16M | - | $1.6M | 62.5% | 0.0 |
| GAP Gap Inc. | 89,235 | $4.11M | $2.04M | - | -$2.07M | -50.37% | 0.0 |
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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 Jonathan Kolle?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $12.09M, Exxon Mobil Corporation - $9.86M, Johnson & Johnson - $9.56M, The Home Depot, Inc - $9.14M, and Illinois Tool Works Inc - $7.51M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jonathan Kolle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $105.9M earned over time. The largest contributors to dividend income include General Electric Company - $12.09M, Exxon Mobil Corporation - $9.86M, Johnson & Johnson - $9.56M, The Home Depot, Inc - $9.14M, and Illinois Tool Works Inc - $7.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan Kolle's monthly returns?
Jonathan Kolle'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 Jonathan Kolle's strategy be considered aggressive or moderate?
Jonathan Kolle's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jonathan Kolle's strategy?
Jonathan Kolle's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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