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
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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:
81.33%
Gain -0.41%
Monthly
1.95%
Yearly
26.15%
Drawdown
23.61%
$882.04M
Equity
Holdings
$882.04M
Investment
$738.4M
$269.07M
Profit -$3.66M
Realized
$125.44M
Unrealized
$143.64M
Dividends
$19.27M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$3.66M
Win %
65%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$6.04M
Win %
65%
This Month
Compared to last month
Gain
-2.2%
Profit
-$19.83M
Win %
65%
This Year
Compared to last year
Gain
-2.21%
Profit
-$19.95M
Win %
68%
MU Micron Technology, Inc.
+4.47%
+$227,769.59 
STRL Sterling Infrastructure, Inc.
+3.02%
+$269,736.8 
AVGO Broadcom Inc.
+2.71%
+$835,148.11 
AMD Advanced Micro Devices, Inc.
+2.52%
+$408,031.97 
ISRG Intuitive Surgical, Inc.
+2.27%
+$154,196.92 
FIX Comfort Systems USA, Inc.
+2.11%
+$514,370.45 
VEEV Veeva Systems Inc.
+1.93%
+$216,254.17 
GOOG Alphabet Inc
+1.8%
+$597,008.44 
MSFT Microsoft Corp.
+1.76%
+$635,273.22 
CBOE Cboe Global Markets Inc.
+1.74%
+$293,041.75 
NOC Northrop Grumman Corporation
+1.67%
+$97,813.3 
GOOGL Alphabet Inc
+1.67%
+$7,716.31 
PLTR Palantir Technologies Inc.
+1.6%
+$111,840.6 
RTX RTX Corporation
+1.54%
+$174,608.16 
AMZN Amazon.com Inc
+1.31%
+$451,628.65 
ANET Arista Networks, Inc.
+1.25%
+$294,842.96 
EOG EOG Resources, Inc.
+1.05%
+$3,314.32 
INTU Intuit Inc.
+0.91%
+$78,630.36 
PGR Progressive Corporation
+0.78%
+$148,960.5 
META Meta Platforms Inc Class A
+0.64%
+$167,268.37 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$2,543.74 
ETN Eaton Corporation plc
+0.58%
+$38,087.6 
MA Mastercard Incorporated
+0.52%
+$103,709.06 
IWF iShares Russell 1000 Growth ETF
+0.5%
+$2,053.2 
JGRO JPMorgan Active Growth ETF
+0.5%
+$1,045.58 
TJX The TJX Companies, Inc.
+0.44%
+$52,207.68 
T AT&T Inc.
+0.39%
+$986.51 
VFLO VictoryShares Free Cash Flow ETF
+0.39%
+$1,102.23 
DUK Duke Energy Corporation
+0.38%
+$22,716.41 
PANW Palo Alto Networks, Inc.
+0.28%
+$23,090 
VUG Vanguard Growth ETF
+0.28%
+$1,400.13 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$1,765.19 
VRTX Vertex Pharmaceuticals Incorporated
+0.19%
+$17,546.23 
NVDA NVIDIA Corporation
+0.19%
+$71,930.04 
NEM Newmont Corporation
+0.16%
+$15,491.14 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$597.21 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$151.56 
SCHX Schwab U.S. Large-Cap ETF
+0.02%
+$48.86 
PULS PGIM Ultra Short Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.34%
-$99,233.3 
AAPL Apple Inc.
-2.68%
-$1.26M 
GE General Electric Company
-2.28%
-$387,733.53 
TSLA Tesla, Inc.
-2.23%
-$284,482.92 
NFLX Netflix, Inc.
-2.04%
-$207,124.77 
MS Morgan Stanley
-1.92%
-$300,794.36 
LRCX Lam Research Corporation
-1.65%
-$319,176.34 
SPCX Space Exploration Technologies Corp. Class A
-1.47%
-$190,661.38 
WMT Walmart Inc.
-1.38%
-$325,339.38 
SHW The Sherwin-Williams Company
-1.38%
-$83,238.24 
LLY Eli Lilly and Company
-1.37%
-$414,002.78 
MP MP Materials Corp.
-1.3%
-$35,444.84 
CTAS Cintas Corporation
-1.26%
-$207,910.43 
GS The Goldman Sachs Group, Inc.
-0.96%
-$5,209.43 
AEP American Electric Power Company, Inc.
-0.94%
-$57,021.4 
WFC Wells Fargo & Company
-0.9%
-$3,656.53 
ASML ASML Holding N.V. New York Registry Shares
-0.85%
-$147,472.74 
BAC Bank of America Corporation
-0.82%
-$3,670.84 
TT Trane Technologies plc
-0.71%
-$59,606.4 
HEI Heico Corporation
-0.58%
-$79,694 
EFA iShares MSCI EAFE ETF
-0.48%
-$952.87 
HCA HCA Healthcare Inc.
-0.37%
-$1,068.37 
COST Costco Wholesale Corporation
-0.35%
-$81,301.14 
JCI Johnson Controls International plc
-0.33%
-$857.44 
JPM JPMorgan Chase & Co.
-0.31%
-$45,040.18 
EVTR Eaton Vance Total Return Fund
-0.29%
-$1,200.89 
LIN Linde plc
-0.27%
-$34,834.25 
IWD iShares Russell 1000 Value ETF
-0.23%
-$1,068.36 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.18%
-$104,791.38 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.17%
-$100,442.76 
WM Waste Management, Inc.
-0.15%
-$9,144.8 
VTV Vanguard Value ETF
-0.12%
-$566.73 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$433.51 
RDVY First Trust Rising Dividend Achievers ETF
-0.07%
-$170.06 
BWXT Bwx Technologies Inc.
-0.05%
-$2,985.03 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 568/907 62% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $552,329.42 | Best Trade (Jul 24) $11.94M | Sharpe Ratio -11.74 |
| Average Loss -$131,707.11 | Worst Trade (Jul 27) -$5.84M | Z-Score -1.5 (87.06%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $296,664.17 |
| 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 | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
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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FAQ
Which stocks have generated the highest profits for William Jeffrey Draper?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $9.85M, Alphabet Inc - $9.01M, Oklo Inc - $8.62M, Comfort Systems USA, Inc - $8.52M, and Tesla, Inc - $7.06M. 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: IonQ, Inc - $1.69M, Coinbase Global, Inc - $1.24M, Super Micro Computer Inc - $1.23M, Thermo Fisher Scientific Inc - $1.02M, and Avantis U.S. Small Cap Value ETF - $979,652.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Jeffrey Draper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.27M earned over time. The largest contributors to dividend income include iShares High Yield Systematic Bond ETF - $1.59M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.23M, Principal Active High Yield ETF - $1.22M, First Trust Structured Credit Income Opportunities ETF - $1.13M, and Eaton Vance Total Return Fund - $896,772.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Jeffrey Draper's monthly returns?
William Jeffrey Draper'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 William Jeffrey Draper's strategy be considered aggressive or moderate?
William Jeffrey Draper'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 William Jeffrey Draper's strategy?
William Jeffrey Draper'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.
