WJD
William Jeffrey Draper Portfolio
Invests via Strategic Planning Group LLC | Managed by William Jeffrey Draper
Invests via Strategic Planning Group LLC
Managed by William Jeffrey Draper
Automatically Tracked
William Jeffrey Draper Profile
William Jeffrey Draper has cultivated a remarkable career at the intersection of technology and venture capital. As a pioneer in the Silicon Valley ecosystem, he co-founded Draper Associates, where he actively identifies and invests in innovative startups poised for exponential growth. His involvement extends to supporting entrepreneurship through advisory roles with numerous companies and public institutions aimed at fostering tech innovation. Additionally, his leadership as Chairman of the U.S. National Advisory Council on Innovation and Entrepreneurship underscores his commitment to enhancing America's competitive edge globally. Recognized for transforming visionary concepts into commercially viable enterprises, Draper's influence permeates the realms of investment and business development.
William Jeffrey Draper has cultivated a remarkable career at the intersection of technology and venture capital. As a pioneer in the Silicon Valley ecosystem, he co-founded Draper Associates, where he actively identifies and invests in innovative startups poised for exponential growth. His involvement extends to supporting entrepreneurship through advisory roles with numerous companies and public institutions aimed at fostering tech innovation. Additionally, his leadership as Chairman of the U.S. National Advisory Council on Innovation and Entrepreneurship underscores his commitment to enhancing America's competitive edge globally. Recognized for transforming visionary concepts into commercially viable enterprises, Draper's influence permeates the realms of investment and business development.
Investment Philosophy & Strategy
With a deep-rooted understanding of technological disruption, William Jeffrey Draper strategically seeks out high-potential ventures that leverage innovation for market leadership. His insights into the startup landscape enable him to prioritize investments in sectors experiencing rapid transformation, particularly those at the nexus of technology and entrepreneurship. By cultivating relationships within the Silicon Valley network and beyond, he enhances value creation through active engagement with founders and thought leaders. This hands-on approach not only amplifies growth trajectories but also fosters an environment ripe for sustainable competitive advantage.
With a deep-rooted understanding of technological disruption, William Jeffrey Draper strategically seeks out high-potential ventures that leverage innovation for market leadership. His insights into the startup landscape enable him to prioritize investments in sectors experiencing rapid transformation, particularly those at the nexus of technology and entrepreneurship. By cultivating relationships within the Silicon Valley network and beyond, he enhances value creation through active engagement with founders and thought leaders. This hands-on approach not only amplifies growth trajectories but also fosters an environment ripe for sustainable competitive advantage.
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:
41.48%
Gain +0.54%
Monthly
1.19%
Yearly
15.24%
Drawdown
16.93%
$828.1M
Equity
Holdings
$828.1M
Investment
$603.44M
$278.04M
Profit +$5.31M
Realized
$53.39M
Unrealized
$224.65M
Dividends
$18.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.54%
Profit
$5.31M
Win %
71%
This Week
Compared To Last Week
Gain
-2.8%
Profit
-$23.88M
Win %
71%
This Month
Compared to last month
Gain
-2.48%
Profit
-$21.08M
Win %
71%
This Year
Compared to last year
Gain
6.6%
Profit
$51.24M
Win %
71%
AMD Advanced Micro Devices, Inc.
+4.75%
+$1.04M 
NEM Newmont Corporation
+2.69%
+$247,375.17 
GS The Goldman Sachs Group, Inc.
+2.61%
+$410,678.82 
T AT&T Inc.
+2.48%
+$6,612 
JPM JPMorgan Chase & Co.
+2.3%
+$297,428.31 
HCA HCA Healthcare Inc.
+2.3%
+$191,295.38 
USB U.S. Bancorp
+2.27%
+$306,262.28 
AXP American Express Company
+2.18%
+$120,534.02 
TSLA Tesla, Inc.
+1.88%
+$505,192.24 
FIX Comfort Systems USA, Inc.
+1.87%
+$643,155.03 
WFC Wells Fargo & Company
+1.64%
+$90,281.25 
BAC Bank of America Corporation
+1.52%
+$96,122.88 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$3,231.02 
VTV Vanguard Value ETF
+0.94%
+$4,274.77 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$3,016.86 
GE General Electric Company
+0.81%
+$73,447.83 
PSX Phillips 66
+0.79%
+$81,955.41 
HD The Home Depot, Inc.
+0.73%
+$34,313.09 
COST Costco Wholesale Corporation
+0.72%
+$179,013.9 
MA Mastercard Incorporated
+0.7%
+$32,635.43 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,445.46 
MS Morgan Stanley
+0.66%
+$105,935.2 
DUK Duke Energy Corporation
+0.64%
+$49,034.01 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$5,187.84 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,282.47 
GOOGL Alphabet Inc
+0.56%
+$2,508.01 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,333.92 
NET Cloudflare Inc.
+0.46%
+$43,215.9 
GOOG Alphabet Inc
+0.46%
+$231,912.4 
WMT Walmart Inc.
+0.45%
+$128,614.01 
JGRO JPMorgan Active Growth ETF
+0.25%
+$586.33 
VUG Vanguard Growth ETF
+0.22%
+$1,130.88 
TRV The Travelers Companies, Inc.
+0.21%
+$17,228.88 
NVDA NVIDIA Corporation
+0.18%
+$70,815.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$1,432.75 
MSFT Microsoft Corp.
+0.13%
+$34,598.2 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.07%
+$11,832.67 
ORCL Oracle Corporation
+0.05%
+$3,856.16 
EOG EOG Resources, Inc.
+0.05%
+$4,287.4 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$8,504.53 
PANW Palo Alto Networks, Inc.
+0.03%
+$5,255.1 
JCI
0%
$0 
RBRK Rubrik, Inc.
-4.53%
-$8,501.58 
LLY Eli Lilly and Company
-2.41%
-$227,329.65 
PLTR Palantir Technologies Inc.
-2.35%
-$147,889.38 
SHOP Shopify Inc.
-1.96%
-$121,266.11 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$325,298.33 
AAPL Apple Inc.
-1.52%
-$781,744.5 
MU Micron Technology, Inc.
-1.42%
-$12,936.72 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$149,195.96 
VEEV Veeva Systems Inc.
-1.24%
-$56,204 
AMZN Amazon.com Inc
-1.21%
-$472,343.69 
NFLX Netflix, Inc.
-1.14%
-$141,033.57 
IBM International Business Machines Corporation
-0.97%
-$118,236.05 
AVGO Broadcom Inc.
-0.94%
-$96,491.37 
SPOT Spotify Technology S.A.
-0.85%
-$33,859.1 
OKLO Oklo Inc.
-0.64%
-$36,584.86 
BWXT Bwx Technologies Inc.
-0.6%
-$44,895.19 
CSCO Cisco Systems, Inc.
-0.6%
-$122,616.64 
BSX Boston Scientific Corporation
-0.59%
-$14,948.64 
ISRG Intuitive Surgical, Inc.
-0.45%
-$24,370.8 
TT Trane Technologies plc
-0.42%
-$32,611.57 
COIN Coinbase Global, Inc.
-0.42%
-$16,460.98 
NOC Northrop Grumman Corporation
-0.4%
-$28,626.66 
RTX RTX Corporation
-0.34%
-$43,661.58 
IONQ IonQ, Inc.
-0.28%
-$19,086.56 
CRM Salesforce Inc
-0.25%
-$12,086.39 
META Meta Platforms Inc Class A
-0.23%
-$39,514.5 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$9,693.81 
EVTR Eaton Vance Total Return Fund
-0.15%
-$31,710.37 
LOW Lowe's Companies Inc.
-0.12%
-$5,683.15 
INTU Intuit Inc.
-0.1%
-$3,085.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$2,866.64 Events
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Dividends
Dividend Analysis
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| Trades 762 | Longs Won 497/762 65% | Profit Factor 8.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $629,499.32 | Best Trade (Jun 12) $18.97M | Sharpe Ratio -7.11 |
| Average Loss -$131,385.59 | Worst Trade (Jun 12) -$2.32M | Z-Score 4.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 5d | Expectancy $364,887.11 |
| 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 | 6,289 | 5,660 | 5,031 | 4,403 | 3,774 | 3,145 | 2,516 | 1,887 | 1,258 | 629 |
Hover over the desired column for a detailed explanation.
Returns
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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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