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:
33.15%
Gain +1.37%
Monthly
1.01%
Yearly
12.88%
Drawdown
15.33%
$1.79B
Equity
Holdings
$1.79B
Investment
$1.01B
$816.22M
Profit +$32.89M
Realized
$36.45M
Unrealized
$779.77M
Dividends
$51.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.37%
Profit
$32.89M
Win %
81%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$35.57M
Win %
81%
This Month
Compared to last month
Gain
-2.49%
Profit
-$45.89M
Win %
81%
This Year
Compared to last year
Gain
8.62%
Profit
$142.46M
Win %
81%
JBL Jabil Inc.
+6.55%
+$68,046.23 
QCOM QUALCOMM Incorporated
+6.37%
+$17,239.8 
BHP BHP Group Ltd.
+5.98%
+$46,242.08 
BA Boeing Company
+5.89%
+$521,537.77 
PANW Palo Alto Networks, Inc.
+5.65%
+$32,119.2 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+4.46%
+$43,945 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$86,054.64 
TSLA Tesla, Inc.
+4.35%
+$13,470.71 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.16%
+$9,282.41 
AVGO Broadcom Inc.
+3.96%
+$2.05M 
RTX RTX Corporation
+3.69%
+$21,811.5 
VGT Vanguard Information Technology ETF
+3.38%
+$14,288 
IYW iShares U.S. Technology ETF
+3.38%
+$46,430.74 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$8.42M 
VBK Vanguard Small-Cap Growth ETF
+3.31%
+$12,303.09 
RBLX Roblox Corporation
+3.3%
+$25,345 
VGK Vanguard FTSE Europe ETF
+3.23%
+$327,913.6 
XLI Industrial Select Sector SPDR Fund
+3.15%
+$12,722.3 
GS The Goldman Sachs Group, Inc.
+3.14%
+$982,437.74 
VXF Vanguard Extended Market ETF
+2.86%
+$11,879.32 
LLY Eli Lilly and Company
+2.58%
+$6,585.75 
NVDA NVIDIA Corporation
+2.5%
+$1.28M 
VB Vanguard Small-Cap ETF
+2.49%
+$2.64M 
MAR Marriott International Inc. - Class A
+2.49%
+$16,847.98 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$37,001.83 
CSCO Cisco Systems, Inc.
+2.41%
+$9,532.38 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$1.5M 
HD The Home Depot, Inc.
+2.31%
+$10,495.79 
VOOG Vanguard S&P 500 Growth ETF
+2.24%
+$154,213.02 
TXRH Texas Roadhouse Inc.
+2.17%
+$6,193.93 
DIS The Walt Disney Company
+1.96%
+$30,559.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$4,884.87 
VO Vanguard Mid-Cap ETF
+1.84%
+$2.41M 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$368,957.84 
VUG Vanguard Growth ETF
+1.78%
+$3.75M 
VOO Vanguard S&P 500 ETF
+1.77%
+$4.77M 
TEI Templeton Emerging Markets Income Fund
+1.75%
+$12,202.52 
VTV Vanguard Value ETF
+1.74%
+$2.08M 
PTLC Pacer Trendpilot US Large Cap ETF
+1.72%
+$4,670.55 
IWF iShares Russell 1000 Growth ETF
+1.59%
+$10,936.4 
JPM JPMorgan Chase & Co.
+1.52%
+$265,162.65 
AMZN Amazon.com Inc
+1.48%
+$491,513.67 
BX Blackstone Inc.
+1.46%
+$3,492.87 
AAPL Apple Inc.
+1.44%
+$795,624.53 
PAG Penske Automotive Group Inc.
+1.42%
+$3,478.75 
IBM International Business Machines Corporation
+1.38%
+$12,150.03 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$8,250.12 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$9,588.62 
VHT Vanguard Health Care ETF
+1.11%
+$546,168.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$3,532.57 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$85,373.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$6,199.69 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$29,795.5 
XLF Financial Select Sector SPDR Fund
+0.79%
+$363,130.03 
PLTR Palantir Technologies Inc.
+0.58%
+$7,330.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.56%
+$17,340.31 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.53%
+$937.95 
TIP iShares TIPS Bond ETF
+0.36%
+$7,172.41 
WEA Western Asset Premier Bond Fund
+0.33%
+$3,471.89 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$580.45 
VNQ Vanguard Real Estate ETF
+0.14%
+$728.7 
GOOG Alphabet Inc
+0.13%
+$73,856.91 
ORCL Oracle Corporation
-8.33%
-$59,298.72 
MANH Manhattan Associates Inc.
-3.36%
-$8,774.24 
XOM Exxon Mobil Corporation
-2.63%
-$453,459.6 
MCO Moody's Corporation
-2.12%
-$3,764.35 
XLE Energy Select Sector SPDR Fund
-1.85%
-$20,395.8 
MSFT Microsoft Corp.
-1.83%
-$663,308.12 
KO The Coca-Cola Company
-0.96%
-$8,613.5 
NFLX Netflix, Inc.
-0.9%
-$7,414.8 
COST Costco Wholesale Corporation
-0.83%
-$427,566.1 
SCHW Charles Schwab Corporation
-0.5%
-$4,738.05 
META Meta Platforms Inc Class A
-0.38%
-$4,905.56 
PIM Putnam Master Intermediate Income Trust
-0.31%
-$420 
AFL Aflac Inc.
-0.31%
-$1,135.08 
CDNS Cadence Design Systems, Inc.
-0.3%
-$911.8 
WMT Walmart Inc.
-0.27%
-$41,061.44 
GOOGL Alphabet Inc
-0.1%
-$2,982.36 
IBTA Ibotta Inc.
-0.06%
-$210.48 Events
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Dividends
Dividend Analysis
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| Trades 1012 | Longs Won 813/1012 80% | Profit Factor 40.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.87M |
| Average Win $1.03M | Best Trade (Jun 11) $141.76M | Sharpe Ratio -13.73 |
| Average Loss -$103,867 | Worst Trade (Jun 30) -$6.7M | Z-Score 7.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $806,540.54 |
| 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% | 0.16% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
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Returns
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