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:
87.45%
Gain -1.02%
Monthly
1.96%
Yearly
26.16%
Drawdown
23.6%
$900.21M
Equity
Holdings
$900.21M
Investment
$738.4M
$287.92M
Profit -$7.16M
Realized
$126.12M
Unrealized
$161.8M
Dividends
$20.59M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$7.16M
Win %
71%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$7.16M
Win %
71%
This Month
Compared to last month
Gain
-1.46%
Profit
-$13.29M
Win %
71%
This Year
Compared to last year
Gain
-0.2%
Profit
-$1.78M
Win %
72%
PANW Palo Alto Networks, Inc.
+13.1%
+$1.01M 
INTU Intuit Inc.
+5.5%
+$524,755.86 
NFLX Netflix, Inc.
+3.77%
+$428,939.24 
PLTR Palantir Technologies Inc.
+3.65%
+$321,805.5 
GOOGL Alphabet Inc
+3.23%
+$14,611.58 
GOOG Alphabet Inc
+3.07%
+$985,590.02 
META Meta Platforms Inc Class A
+2.72%
+$716,690.6 
ISRG Intuitive Surgical, Inc.
+2.39%
+$173,471.96 
WM Waste Management, Inc.
+2.18%
+$119,912.8 
LLY Eli Lilly and Company
+2.02%
+$576,172.59 
MSFT Microsoft Corp.
+1.97%
+$898,478.82 
WMT Walmart Inc.
+1.8%
+$397,408.23 
T AT&T Inc.
+1.78%
+$5,396.8 
NOC Northrop Grumman Corporation
+1.61%
+$93,882.8 
PGR Progressive Corporation
+1.55%
+$309,837.84 
COST Costco Wholesale Corporation
+1.54%
+$347,399.77 
VEEV Veeva Systems Inc.
+1.24%
+$186,426.5 
CBOE Cboe Global Markets Inc.
+1.08%
+$186,620.77 
VFLO VictoryShares Free Cash Flow ETF
+1.08%
+$3,455.64 
MA Mastercard Incorporated
+0.91%
+$190,131.92 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$5,734.02 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$79,330.5 
EOG EOG Resources, Inc.
+0.8%
+$2,662.7 
SHW The Sherwin-Williams Company
+0.37%
+$21,722.26 
MP MP Materials Corp.
+0.34%
+$10,212.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.24%
+$2,143.45 
AAPL Apple Inc.
+0.22%
+$102,709.49 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$72.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-8.25%
-$1.52M 
ETN Eaton Corporation plc
-7.55%
-$527,067.79 
STRL Sterling Infrastructure, Inc.
-7.54%
-$538,635.17 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$1.22M 
FIX Comfort Systems USA, Inc.
-6.35%
-$1.57M 
ANET Arista Networks, Inc.
-5.89%
-$1.64M 
JCI Johnson Controls International plc
-5.65%
-$15,378 
MU Micron Technology, Inc.
-5.25%
-$307,636.15 
BAC Bank of America Corporation
-5.14%
-$23,442.53 
AVGO Broadcom Inc.
-4.71%
-$1.42M 
AMD Advanced Micro Devices, Inc.
-4.33%
-$731,023.8 
GS The Goldman Sachs Group, Inc.
-3.97%
-$20,723.65 
HEI Heico Corporation
-3.88%
-$488,922.69 
TT Trane Technologies plc
-3.75%
-$294,484 
ORCL Oracle Corporation
-3.72%
-$131,448.85 
MS Morgan Stanley
-3.63%
-$564,579.04 
NVDA NVIDIA Corporation
-3.4%
-$1.37M 
NEM Newmont Corporation
-2.94%
-$413,281.48 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$323,706.36 
GE General Electric Company
-1.89%
-$297,881.3 
TSLA Tesla, Inc.
-1.76%
-$215,121.36 
WFC Wells Fargo & Company
-1.75%
-$7,359.64 
JPM JPMorgan Chase & Co.
-1.71%
-$261,230.98 
AMZN Amazon.com Inc
-1.25%
-$448,138.47 
RTX RTX Corporation
-1.17%
-$135,707.82 
BWXT Bwx Technologies Inc.
-1.07%
-$53,398.87 
AEP American Electric Power Company, Inc.
-0.89%
-$50,583.5 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$3,575.99 
EFA iShares MSCI EAFE ETF
-0.81%
-$1,655.5 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$3,525 
JGRO JPMorgan Active Growth ETF
-0.62%
-$1,329.7 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$1,329.56 
VTV Vanguard Value ETF
-0.49%
-$2,287.91 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$3,460.75 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,245.53 
LIN Linde plc
-0.39%
-$45,854.54 
VUG Vanguard Growth ETF
-0.36%
-$1,906.54 
HCA HCA Healthcare Inc.
-0.35%
-$1,173.27 
CTAS Cintas Corporation
-0.32%
-$52,584.35 
DUK Duke Energy Corporation
-0.32%
-$18,366.54 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.2%
-$114,791.72 
HYDB iShares High Yield Systematic Bond ETF
-0.17%
-$990.88 
EVTR Eaton Vance Total Return Fund
-0.12%
-$496.92 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$52,395.69 
IWD iShares Russell 1000 Value ETF
-0.07%
-$349.98 
TJX The TJX Companies, Inc.
-0.03%
-$3,070.81 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 597/907 65% | Profit Factor 8.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $547,469.84 | Best Trade (Sep 04) $12.28M | Sharpe Ratio -11.73 |
| Average Loss -$125,545.26 | Worst Trade (Aug 06) -$6.56M | Z-Score 2.39 (98.33%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $317,442.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 140,696 | $29.42M | $46.85M | - | $17.43M | 59.26% | +0.22% |
| AEP American Electric Power Company, Inc. | 45,985 | $6.04M | $5.62M | - | -$420,726.38 | -6.96% | -0.892% |
| AMD Advanced Micro Devices, Inc. | 32,708 | $4.37M | $16.15M | - | $11.78M | 269.64% | -4.33% |
| AMZN Amazon.com Inc | 139,607 | $25.64M | $35.4M | - | $9.76M | 38.09% | -1.25% |
| ANET Arista Networks, Inc. | 139,736 | $17.81M | $26.25M | - | $8.44M | 47.36% | -5.892% |
| ASML ASML Holding N.V. New York Registry Shares | 9,871 | $13.05M | $15.55M | - | $2.5M | 19.19% | -7.248% |
| AVGO Broadcom Inc. | 83,182 | $22.27M | $28.69M | - | $6.42M | 28.84% | -4.713% |
| BAC Bank of America Corporation | 7,269 | $399,795.51 | $432,251.08 | - | $32,455.57 | 8.12% | -5.144% |
| BRK-B Berkshire Hathaway Inc. | 1,263 | $605,904.33 | $650,331.33 | - | $44,427 | 7.33% | +0.89% |
| BWXT Bwx Technologies Inc. | 33,167 | $4.14M | $4.93M | - | $785,853.16 | 18.98% | -1.072% |
| CBOE Cboe Global Markets Inc. | 61,693 | $17.18M | $17.52M | - | $341,129.22 | 1.99% | +1.076% |
| COST Costco Wholesale Corporation | 24,939 | $20.18M | $22.91M | - | $2.73M | 13.52% | +1.54% |
| CTAS Cintas Corporation | 80,899 | $13.69M | $16.25M | - | $2.56M | 18.69% | -0.323% |
| DUK Duke Energy Corporation | 48,333 | $5.42M | $5.75M | - | $332,641.65 | 6.14% | -0.318% |
| EFA iShares MSCI EAFE ETF | 1,925 | $200,043 | $203,742 | - | $3,699 | 1.85% | -0.806% |
| EOG EOG Resources, Inc. | 2,247 | $235,959.46 | $333,769.38 | - | $97,809.92 | 41.45% | +0.804% |
| ETN Eaton Corporation plc | 16,417 | $5.91M | $6.46M | - | $548,303.71 | 9.28% | -7.548% |
| EVTR Eaton Vance Total Return Fund | 8,282 | $426,523.46 | $407,971.32 | - | -$18,552.14 | -4.35% | -0.122% |
| FIX Comfort Systems USA, Inc. | 14,590 | $7.11M | $23.1M | - | $15.99M | 224.91% | -6.353% |
| GE General Electric Company | 48,833 | $14.56M | $15.51M | - | $949,423.45 | 6.52% | -1.885% |
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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 - $9.03M, Oklo Inc - $8.62M, Comfort Systems USA, Inc - $8.54M, 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 $20.59M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.67M, First Trust Structured Credit Income Opportunities ETF - $1.67M, iShares High Yield Systematic Bond ETF - $1.59M, Principal Active High Yield ETF - $1.18M, and Eaton Vance Total Return Fund - $907,375.41. 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.
