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:
88.71%
Gain +1.65%
Monthly
1.9%
Yearly
25.3%
Drawdown
22.44%
$1.91B
Equity
Holdings
$1.91B
Investment
$1.07B
$888.2M
Profit +$23.28M
Realized
$54.25M
Unrealized
$833.95M
Dividends
$55.05M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.65%
Profit
$23.28M
Win %
80%
This Week
Compared To Last Week
Gain
2.85%
Profit
$52.92M
Win %
80%
This Month
Compared to last month
Gain
2.85%
Profit
$52.92M
Win %
80%
This Year
Compared to last year
Gain
2.51%
Profit
$46.65M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$5.32M 
GOOG Alphabet Inc
+6.88%
+$3.65M 
GOOGL Alphabet Inc
+6.73%
+$316,422.54 
META Meta Platforms Inc Class A
+3.28%
+$127,066.1 
MSFT Microsoft Corp.
+3.02%
+$792,969.44 
NVDA NVIDIA Corporation
+2.93%
+$1.52M 
CVX Chevron Corporation
+2.35%
+$18,595.28 
CDNS Cadence Design Systems, Inc.
+2.16%
+$5,126.39 
CSCO Cisco Systems, Inc.
+2.14%
+$8,694.54 
JBL Jabil Inc.
+2.12%
+$17,480.8 
PANW Palo Alto Networks, Inc.
+1.89%
+$13,419.3 
ORCL Oracle Corporation
+1.81%
+$8,662.5 
J Jacobs Solutions Inc.
+1.64%
+$4,795.98 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$98,452.38 
JHI John Hancock Investors Trust
+1.15%
+$2,704.35 
VUG Vanguard Growth ETF
+1.1%
+$2.4M 
XLE Energy Select Sector SPDR Fund
+1%
+$9,497.23 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$663,471.2 
SCHW Charles Schwab Corporation
+0.87%
+$9,587.76 
IBM International Business Machines Corporation
+0.86%
+$5,414.79 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,925.65 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$64,462.64 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$15,749.37 
TSLA Tesla, Inc.
+0.76%
+$23,149.04 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,755.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,029.99 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$147,870.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$2.05M 
PLTR Palantir Technologies Inc.
+0.65%
+$5,283.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1.62M 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,377 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,297.86 
IYW iShares U.S. Technology ETF
+0.46%
+$6,208.82 
RTX RTX Corporation
+0.39%
+$2,731.68 
WEA Western Asset Premier Bond Fund
+0.39%
+$4,295.8 
AVGO Broadcom Inc.
+0.37%
+$195,154.56 
JPM JPMorgan Chase & Co.
+0.27%
+$49,822.82 
MANH Manhattan Associates Inc.
+0.2%
+$652.47 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$4,213.41 
AFL Aflac Inc.
+0.09%
+$353.4 
WMT Walmart Inc.
+0.09%
+$12,340.65 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$189.01 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$458.05 
TEI Templeton Emerging Markets Income Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$4.89M 
MSTR Strategy Inc.
-4.56%
-$14,628.8 
QCOM QUALCOMM Incorporated
-2.63%
-$5,486.26 
BA Boeing Company
-2.15%
-$60,299.55 
NFLX Netflix, Inc.
-2%
-$14,110.9 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,924.67 
BHP BHP Group Ltd.
-1.64%
-$12,926.88 
PAG Penske Automotive Group Inc.
-1.5%
-$4,200.9 
GLD SPDR Gold Shares
-1.49%
-$9,362.9 
TXRH Texas Roadhouse Inc.
-1.33%
-$4,473.02 
TJX The TJX Companies, Inc.
-1.21%
-$6,702.69 
INTC Intel Corporation
-1.02%
-$87,098.22 
NDAQ Nasdaq, Inc.
-1.02%
-$8,293.5 
KO The Coca-Cola Company
-1.02%
-$9,671.4 
VHT Vanguard Health Care ETF
-0.76%
-$415,079.13 
MAR Marriott International Inc. - Class A
-0.71%
-$4,536.83 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$6,144.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,497.24 
GS The Goldman Sachs Group, Inc.
-0.63%
-$196,181.7 
AMT American Tower Corporation
-0.63%
-$1,567.51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,585.12 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,182.92 
LLY Eli Lilly and Company
-0.53%
-$1,489.59 
VGK Vanguard FTSE Europe ETF
-0.44%
-$65,976.4 
HD The Home Depot, Inc.
-0.42%
-$3,853.14 
VXF Vanguard Extended Market ETF
-0.3%
-$1,280.84 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,011.09 
VTV Vanguard Value ETF
-0.27%
-$345,893.44 
COST Costco Wholesale Corporation
-0.24%
-$119,896.78 
VB Vanguard Small-Cap ETF
-0.22%
-$251,084.11 
EPD Enterprise Products Partners L.P.
-0.18%
-$630.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$15,825.76 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$654.46 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$979.03 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,061.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,592.16 
XLF Financial Select Sector SPDR Fund
-0.1%
-$56,686.14 
TIP iShares TIPS Bond ETF
-0.1%
-$2,491.17 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$345.96 
VO Vanguard Mid-Cap ETF
-0.05%
-$70,563.8 
V Visa Inc. Class A
-0.04%
-$356.27 Events
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Dividends
Dividend Analysis
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| Trades 1169 | Longs Won 943/1169 80% | Profit Factor 35.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.66M |
| Average Win $969,398.32 | Best Trade (Aug 06) $141.84M | Sharpe Ratio -10.24 |
| Average Loss -$114,795.59 | Worst Trade (Jun 30) -$6.7M | Z-Score 14.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $759,793.68 |
| 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% | 0.1% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $10.98M, Exxon Mobil Corporation - $8.59M, Microsoft Corp - $7.33M, and Vanguard Value ETF - $7.3M. 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 $55.05M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $8.5M, Vanguard Value ETF - $6.99M, Vanguard Mid-Cap ETF - $4.77M, Vanguard FTSE Emerging Markets ETF - $4.01M, and Vanguard Small-Cap ETF - $3.69M. 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.
