JB
Jodi Burnett Portfolio
Invests via Invictus Private Wealth LLC | Managed by Michael Scott Caplan, Invictus Private Wealth LLC
Invests via Invictus Private Wealth LLC
Managed by Michael Scott Caplan, Invictus Private Wealth LLC
Automatically Tracked
Jodi Burnett Profile
Jodi Burnett is a distinguished operating executive with extensive experience in leading corporate transformations and driving operational efficiency across various sectors. Her career has been marked by pivotal roles where she successfully spearheaded initiatives that resulted in significant revenue growth and market expansion. With a strong background in technology commercialization, Jodi's contributions have consistently positioned organizations at the forefront of their industries. Her ability to cultivate strategic partnerships and optimize business processes underscores her relevance within the investment landscape, making her a sought-after leader for companies looking to enhance performance and achieve sustainable growth.
Jodi Burnett is a distinguished operating executive with extensive experience in leading corporate transformations and driving operational efficiency across various sectors. Her career has been marked by pivotal roles where she successfully spearheaded initiatives that resulted in significant revenue growth and market expansion. With a strong background in technology commercialization, Jodi's contributions have consistently positioned organizations at the forefront of their industries. Her ability to cultivate strategic partnerships and optimize business processes underscores her relevance within the investment landscape, making her a sought-after leader for companies looking to enhance performance and achieve sustainable growth.
Investment Philosophy & Strategy
In a landscape defined by rapid technological change, Jodi Burnett leverages her extensive expertise to identify transformative investment opportunities. Her leadership in corporate turnarounds has emphasized operational excellence and innovation, guiding companies toward sustainable profitability. By fostering strategic collaborations and enhancing process efficiencies, she aims to unlock substantial growth potential across diverse markets. This commitment to creating value through rigorous performance optimization is evident in every initiative she undertakes, aligning financial success with forward-thinking strategies that respond adeptly to market demands.
In a landscape defined by rapid technological change, Jodi Burnett leverages her extensive expertise to identify transformative investment opportunities. Her leadership in corporate turnarounds has emphasized operational excellence and innovation, guiding companies toward sustainable profitability. By fostering strategic collaborations and enhancing process efficiencies, she aims to unlock substantial growth potential across diverse markets. This commitment to creating value through rigorous performance optimization is evident in every initiative she undertakes, aligning financial success with forward-thinking strategies that respond adeptly to market demands.
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:
98.65%
Gain +1.04%
Monthly
1.82%
Yearly
24.17%
Drawdown
22.44%
$1.91B
Equity
Holdings
$1.91B
Investment
$1.07B
$892.95M
Profit +$14.49M
Realized
$54.25M
Unrealized
$838.7M
Dividends
$58.54M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$14.49M
Win %
74%
This Week
Compared To Last Week
Gain
0.76%
Profit
$14.49M
Win %
74%
This Month
Compared to last month
Gain
0.74%
Profit
$14.04M
Win %
74%
This Year
Compared to last year
Gain
2.76%
Profit
$51.4M
Win %
74%
META Meta Platforms Inc Class A
+2.27%
+$118,765.05 
TSLA Tesla, Inc.
+1.84%
+$66,995.47 
MANH Manhattan Associates Inc.
+1.83%
+$6,257.04 
MSFT Microsoft Corp.
+1.73%
+$522,531.73 
AVGO Broadcom Inc.
+1.68%
+$808,399.3 
VWO Vanguard FTSE Emerging Markets ETF
+1.65%
+$1.16M 
EPD Enterprise Products Partners L.P.
+1.57%
+$5,130 
V Visa Inc. Class A
+1.56%
+$14,353.8 
CDNS Cadence Design Systems, Inc.
+1.47%
+$3,681.03 
NDAQ Nasdaq, Inc.
+1.47%
+$11,328.75 
EEM iShares MSCI Emerging Markets ETF
+1.46%
+$31,184.01 
MSTR Strategy Inc.
+1.46%
+$7,675.22 
IEMG iShares Core MSCI Emerging Markets ETF
+1.37%
+$4,078.12 
NVDA NVIDIA Corporation
+1.22%
+$759,561.33 
TXRH Texas Roadhouse Inc.
+1.22%
+$3,057.1 
XLE Energy Select Sector SPDR Fund
+1.13%
+$11,428.87 
TJX The TJX Companies, Inc.
+1.12%
+$5,201.62 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+1.03%
+$89,368.66 
J Jacobs Solutions Inc.
+0.98%
+$2,970 
IDXX IDEXX Laboratories, Inc.
+0.96%
+$3,478.99 
VBK Vanguard Small-Cap Growth ETF
+0.93%
+$3,516.8 
ORCL Oracle Corporation
+0.78%
+$4,181.25 
VUG Vanguard Growth ETF
+0.76%
+$1.78M 
SCHW Charles Schwab Corporation
+0.76%
+$7,691.28 
IWF iShares Russell 1000 Growth ETF
+0.71%
+$3,819.1 
VXF Vanguard Extended Market ETF
+0.7%
+$2,976.6 
VOOG Vanguard S&P 500 Growth ETF
+0.69%
+$52,275.6 
KO The Coca-Cola Company
+0.67%
+$6,125.22 
VO Vanguard Mid-Cap ETF
+0.64%
+$899,688.45 
AFL Aflac Inc.
+0.64%
+$2,090.95 
VB Vanguard Small-Cap ETF
+0.58%
+$635,338.14 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$8,159.82 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$1.49M 
IYW iShares U.S. Technology ETF
+0.53%
+$8,249.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$1,324.63 
XLF Financial Select Sector SPDR Fund
+0.51%
+$255,087.63 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.5%
+$3,660.14 
LLY Eli Lilly and Company
+0.5%
+$1,389.96 
SPY SPDR S&P 500 ETF Trust
+0.48%
+$101,625.69 
VOO Vanguard S&P 500 ETF
+0.47%
+$1.39M 
GOOGL Alphabet Inc
+0.44%
+$21,404.64 
PANW Palo Alto Networks, Inc.
+0.42%
+$3,698.51 
GOOG Alphabet Inc
+0.4%
+$216,038.49 
BHP BHP Group Ltd.
+0.37%
+$2,887.92 
WMT Walmart Inc.
+0.33%
+$41,957.36 
AMZN Amazon.com Inc
+0.21%
+$79,660.26 
VHT Vanguard Health Care ETF
+0.2%
+$110,867.4 
XLV Health Care Select Sector SPDR Fund
+0.2%
+$1,219.72 
XLI Industrial Select Sector SPDR Fund
+0.19%
+$1,087.04 
COST Costco Wholesale Corporation
+0.18%
+$88,870.98 
VYM Vanguard High Dividend Yield ETF
+0.18%
+$1,353.23 
VTV Vanguard Value ETF
+0.15%
+$187,606.4 
JPM JPMorgan Chase & Co.
+0.07%
+$12,190.69 
WEA Western Asset Premier Bond Fund
+0.05%
+$536.98 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.02%
+$687.08 
INTC Intel Corporation
-1.65%
-$184,498.38 
QCOM QUALCOMM Incorporated
-1.4%
-$3,547.5 
PAG Penske Automotive Group Inc.
-1.36%
-$3,538.94 
JHI John Hancock Investors Trust
-1.23%
-$2,704.35 
MAR Marriott International Inc. - Class A
-0.96%
-$5,923.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.85%
-$7,373.52 
GS The Goldman Sachs Group, Inc.
-0.72%
-$196,182 
HD The Home Depot, Inc.
-0.66%
-$5,169.81 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.64%
-$2,617.84 
VGK Vanguard FTSE Europe ETF
-0.41%
-$57,729.35 
TEI Templeton Emerging Markets Income Fund
-0.33%
-$2,267.52 
AMT American Tower Corporation
-0.31%
-$726.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.25%
-$24,727.75 
NFLX Netflix, Inc.
-0.24%
-$1,546.38 
GLD SPDR Gold Shares
-0.24%
-$1,516.08 
UNH UnitedHealth Group Incorporated
-0.23%
-$716.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.23%
-$1,190.56 
PFF iShares Preferred and Income Securities ETF
-0.2%
-$8,426.82 
JBL Jabil Inc.
-0.19%
-$1,525.89 
TIP iShares TIPS Bond ETF
-0.19%
-$4,416.16 
CVX Chevron Corporation
-0.18%
-$1,522.18 
PLTR Palantir Technologies Inc.
-0.16%
-$1,981.2 
ITA iShares U.S. Aerospace & Defense ETF
-0.08%
-$152.99 
RTX RTX Corporation
-0.08%
-$471.51 
CSCO Cisco Systems, Inc.
-0.08%
-$304.13 
VNQ Vanguard Real Estate ETF
-0.06%
-$527.89 
AAPL Apple Inc.
-0.03%
-$21,926.19 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$225.93 
BA Boeing Company
-0.03%
-$633.4 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$115.32 
IBM International Business Machines Corporation
-0.02%
-$141.75 Events
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Dividends
Dividend Analysis
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| Trades 1169 | Longs Won 919/1169 78% | Profit Factor 36.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.99M |
| Average Win $999,037.59 | Best Trade (Oct 06) $154.07M | Sharpe Ratio -10.24 |
| Average Loss -$100,654.86 | Worst Trade (Jun 30) -$6.7M | Z-Score 8.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $763,859.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.19% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 199,329 | $27.71M | $66.49M | - | $38.79M | 139.99% | -0.033% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 73,253 | $7.25M | $8.75M | - | $1.5M | 20.65% | +1.032% |
| AFL Aflac Inc. | 2,945 | $211,863.15 | $330,576.25 | - | $118,713.1 | 56.03% | +0.637% |
| AMT American Tower Corporation | 1,425 | $245,926.5 | $230,408.25 | - | -$15,518.25 | -6.31% | -0.314% |
| AMZN Amazon.com Inc | 147,519 | $24.48M | $37.18M | - | $12.7M | 51.87% | +0.215% |
| AVGO Broadcom Inc. | 135,524 | $32.3M | $48.94M | - | $16.64M | 51.5% | +1.68% |
| BA Boeing Company | 12,668 | $2.75M | $2.45M | - | -$299,091.47 | -10.87% | -0.026% |
| BHP BHP Group Ltd. | 9,168 | $568,874.87 | $791,977.68 | - | $223,102.81 | 39.22% | +0.366% |
| BSV Vanguard Short-Term Bond ETF | 5,766 | $452,116.77 | $439,311.54 | - | -$12,805.23 | -2.83% | -0.026% |
| CDNS Cadence Design Systems, Inc. | 712 | $114,375.5 | $253,842.24 | - | $139,466.74 | 121.94% | +1.471% |
| COST Costco Wholesale Corporation | 52,587 | $25M | $48.5M | - | $23.5M | 93.99% | +0.184% |
| CSCO Cisco Systems, Inc. | 3,578 | $266,532.59 | $401,147.47 | - | $134,614.88 | 50.51% | -0.076% |
| CVX Chevron Corporation | 4,114 | $785,185.55 | $848,800.48 | - | $63,614.93 | 8.1% | -0.179% |
| EEM iShares MSCI Emerging Markets ETF | 31,499 | $1.29M | $2.16M | - | $876,663.35 | 68.17% | +1.463% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 7,531 | $687,177.21 | $678,618.41 | - | -$8,558.8 | -1.25% | -0.033% |
| EPD Enterprise Products Partners L.P. | 9,000 | $340,560 | $330,750 | - | -$9,810 | -2.88% | +1.575% |
| GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 32,723 | $486,348.14 | $409,364.73 | - | -$76,983.41 | -15.83% | -0.635% |
| GLD SPDR Gold Shares | 1,666 | $613,721 | $631,797.18 | - | $18,076.18 | 2.95% | -0.239% |
| GOOG Alphabet Inc | 158,853 | $16.6M | $54.28M | - | $37.68M | 227.05% | +0.4% |
| GOOGL Alphabet Inc | 14,082 | $2.42M | $4.86M | - | $2.44M | 100.88% | +0.443% |
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FAQ
Which stocks have generated the highest profits for Jodi Burnett?
The largest contributions to the portfolio's profits come from the following stocks: Roblox Corporation - $12.36M, Vanguard S&P 500 ETF - $11.75M, Exxon Mobil Corporation - $8.59M, Vanguard Value ETF - $7.9M, and Microsoft Corp - $7.38M. 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: Uipath Inc - $8.26M, Advanced Micro Devices, Inc - $1.98M, Uber Technologies, Inc - $1.3M, Ibotta Inc - $718,468.21, and Pioneer Acquisition I Corp - $648,887.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jodi Burnett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.54M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $9.27M, Vanguard Value ETF - $7.59M, Vanguard Mid-Cap ETF - $5.28M, Vanguard FTSE Emerging Markets ETF - $4.15M, and Vanguard Small-Cap ETF - $4.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jodi Burnett's monthly returns?
Jodi Burnett'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 Jodi Burnett's strategy be considered aggressive or moderate?
Jodi Burnett's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jodi Burnett's strategy?
Jodi Burnett's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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