JB
Joel Blattner Portfolio
Invests via Avaii Wealth Management LLC | Managed by Joel Blattner
Invests via Avaii Wealth Management LLC
Managed by Joel Blattner
Automatically Tracked
Joel Blattner Profile
Bringing extensive operational expertise, Joel Blattner stands out as a leader in transforming business environments for growth and efficiency. With a solid foundation in strategic management, he has successfully guided companies through periods of significant change while optimizing performance across various sectors. His hands-on experience complements his ability to forge strong partnerships that enhance market presence and drive innovation. Known for his pragmatic approach, Joel has played critical roles in restructuring efforts that have revitalized struggling enterprises, positioning them effectively within competitive landscapes. His insights into industry dynamics make him a valuable asset to any organization looking to navigate the complexities of modern markets.
Bringing extensive operational expertise, Joel Blattner stands out as a leader in transforming business environments for growth and efficiency. With a solid foundation in strategic management, he has successfully guided companies through periods of significant change while optimizing performance across various sectors. His hands-on experience complements his ability to forge strong partnerships that enhance market presence and drive innovation. Known for his pragmatic approach, Joel has played critical roles in restructuring efforts that have revitalized struggling enterprises, positioning them effectively within competitive landscapes. His insights into industry dynamics make him a valuable asset to any organization looking to navigate the complexities of modern markets.
Investment Philosophy & Strategy
Growth potential drives investment decisions, particularly in high-impact sectors where strategic intervention can yield substantial returns. Joel Blattner excels at identifying opportunities that align operational strengths with market demand, often leading initiatives that facilitate transformation within organizations. His focus on enhancing business efficiency positions him to leverage existing assets while exploring new avenues for expansion and innovation. Through a hands-on leadership style and an acute understanding of industry dynamics, he cultivates environments conducive to sustainable growth and competitive advantage. This entrepreneurial mindset empowers his collaborative approach in unlocking latent value across diverse markets.
Growth potential drives investment decisions, particularly in high-impact sectors where strategic intervention can yield substantial returns. Joel Blattner excels at identifying opportunities that align operational strengths with market demand, often leading initiatives that facilitate transformation within organizations. His focus on enhancing business efficiency positions him to leverage existing assets while exploring new avenues for expansion and innovation. Through a hands-on leadership style and an acute understanding of industry dynamics, he cultivates environments conducive to sustainable growth and competitive advantage. This entrepreneurial mindset empowers his collaborative approach in unlocking latent value across diverse markets.
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:
85.58%
Gain -0.24%
Monthly
0.94%
Yearly
11.88%
Drawdown
21.12%
$327.49M
Equity
Holdings
$327.49M
Investment
$269.63M
$87.58M
Profit -$354,402.98
Realized
$29.73M
Unrealized
$57.85M
Dividends
$14.99M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$354,402.98
Win %
72%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$2.67M
Win %
72%
This Month
Compared to last month
Gain
0.28%
Profit
$914,442.77
Win %
72%
This Year
Compared to last year
Gain
-1.37%
Profit
-$4.59M
Win %
73%
SOXS Direxion Daily Semiconductor Bear 3X Shares
+7.62%
+$2,400 
HL Hecla Mining Company
+4.15%
+$17,349.5 
MRK Merck & Co., Inc.
+1.82%
+$28,646.28 
FCX Freeport-McMoRan Inc.
+1.28%
+$4,297.81 
GLD SPDR Gold Shares
+1.02%
+$8,400.48 
GOOGL Alphabet Inc
+0.91%
+$3,960.61 
CPRI Capri Holdings Ltd.
+0.78%
+$2,256.96 
WMT Walmart Inc.
+0.72%
+$2,910.33 
TSLA Tesla, Inc.
+0.7%
+$65,614.69 
EOSE Eos Energy Enterprises Inc.
+0.48%
+$604.78 
BMY Bristol-Myers Squibb Company
+0.18%
+$2,049.24 
PWB Invesco Large Cap Growth ETF
+0.1%
+$240.64 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$2,135.5 
TE T1 Energy Inc.
+0.09%
+$167.63 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$486.6 
USD ProShares Ultra Semiconductors
+0.07%
+$1,740.48 
ENTG Entegris, Inc.
+0.07%
+$443.84 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$230.95 
SPGP Invesco S&P 500 GARP ETF
+0.04%
+$395.69 
AIQ Global X Artificial Intelligence & Technology ETF
+0.03%
+$61.64 
AMAT Applied Materials, Inc.
+0.03%
+$171.18 
PAAS Pan American Silver Corp.
+0.03%
+$120.21 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$147.08 
AMD Advanced Micro Devices, Inc.
+0.03%
+$332.7 
IREN IREN Limited
+0.02%
+$1,702.08 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.02%
+$50.16 
AA Alcoa Corporation
+0.02%
+$41.49 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$104.52 
SMH VanEck Semiconductor ETF
+0.02%
+$80.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$29.51 
JAVA JPMorgan Active Value ETF
+0.01%
+$57.74 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$44.95 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$139.64 
JBND JPMorgan Active Bond ETF
+0.01%
+$137.69 
LYB LyondellBasell Industries N.V.
+0.01%
+$43.25 
IVV iShares Core S&P 500 ETF
+0.01%
+$1,888.02 
VST Vistra Corp
+0.01%
+$34.79 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$24.22 
KO The Coca-Cola Company
+0.01%
+$24.25 
OSK Oshkosh Corporation
+0.01%
+$14.57 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$22.21 
MCD McDonald's Corporation
0%
+$8.06 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
0%
+$6.86 
CC Chemours Co.
0%
$0 
CIFR Cipher Mining Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
PLXS Plexus Corp.
0%
$0 
SLNH Soluna Holdings Inc.
0%
$0 
TGTX TG Therapeutics, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CLSE Convergence Long/Short Equity Fund
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
-$0.45 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FVAL Fidelity Value Factor ETF
0%
+$0.44 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
FRDM Freedom 100 Emerging Markets ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IOO iShares Global 100 ETF
0%
$0 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
0%
$0 
JIVE JPMorgan International Value ETF
0%
$0 
JVAL JPMorgan U.S. Value Factor ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
LSGR Natixis Loomis Sayles Focused Growth ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
+$3.07 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCLT Vanguard Long-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
WINN Harbor Long-Term Growers ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
FFLG Fidelity Fund Large Cap Growth ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
VOLT Tema Electrification Fund
0%
$0 
FEOE First Eagle Overseas Equity ETF
0%
$0 
INCM Franklin Income Focus ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
DSCO DoubleLine Securitized Credit ETF
-99.9%
-$3.65M 
GLW Corning Incorporated
-4.78%
-$400,062.45 
NVDA NVIDIA Corporation
-2.86%
-$350,396.79 
SOXX iShares Semiconductor ETF
-2.56%
-$244,524.31 
ETH Ethan Allen Interiors Inc
-2.08%
-$4,273.1 
OCSL Oaktree Specialty Lending Corporation
-1.77%
-$11,850.29 
AAPL Apple Inc.
-1.62%
-$102,723.27 
LRCX Lam Research Corporation
-1.59%
-$6,365.71 
USAR USA Rare Earth, Inc.
-1.5%
-$2,982.36 PCMM
PCMM
-1.37%
-$2.9 
TFC Truist Financial Corporation
-0.94%
-$2,525.46 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.55%
-$1,580.61 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$1,194.36 
EMBX VanEck Emerging Markets Bond ETF
-0.31%
-$1,182.88 
SNAP Snap Inc.
-0.28%
-$1,873.8 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.12%
-$325.68 
KWEB KraneShares CSI China Internet ETF
-0.07%
-$323.36 
XOM Exxon Mobil Corporation
-0.06%
-$472.35 
AVGO Broadcom Inc.
-0.06%
-$334.67 
IBIT iShares Bitcoin Trust
-0.05%
-$171.42 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.05%
-$128.81 
LLY Eli Lilly and Company
-0.05%
-$1,048.96 
META Meta Platforms Inc Class A
-0.05%
-$188.65 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$260.94 
FLNC Fluence Energy, Inc.
-0.04%
-$264.76 
MO Altria Group, Inc.
-0.04%
-$248.95 
WTV WisdomTree U.S. Value Fund
-0.04%
-$112.04 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$398.38 
CGXU Capital Group International Focus Equity ETF
-0.03%
-$255.74 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.03%
-$211.98 
JHMM John Hancock Multifactor Mid Cap ETF
-0.03%
-$402.56 
CGGO Capital Group Global Growth Equity ETF
-0.03%
-$53.51 
XMMO Invesco S&P MidCap Momentum ETF
-0.03%
-$2,551.12 
GILD Gilead Sciences Inc.
-0.02%
-$99.76 
GOOG Alphabet Inc
-0.02%
-$204.53 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$128.69 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$83.31 
CIEN Ciena Corporation
-0.02%
-$194.17 
INTU Intuit Inc.
-0.02%
-$61.26 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.02%
-$98.08 
MSFT Microsoft Corp.
-0.02%
-$247.95 
UNP Union Pacific Corporation
-0.02%
-$145.84 
GEV GE Vernova Inc.
-0.02%
-$41.4 
WEC WEC Energy Group Inc.
-0.02%
-$70.46 
CGDV Capital Group Dividend Value ETF
-0.02%
-$6,048.53 
IQLT iShares MSCI International Quality Factor ETF
-0.02%
-$153.65 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$128.59 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$1,991.74 
FUTY Fidelity MSCI Utilities Index ETF
-0.02%
-$1,431.33 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.02%
-$891.49 
PG Procter & Gamble Co
-0.02%
-$44.41 
PYPL PayPal Holdings Inc
-0.02%
-$144.19 
TMUS T-Mobile US, Inc.
-0.02%
-$1,103.61 
AMZN Amazon.com Inc
-0.01%
-$298.79 
CNC Centene Corporation
-0.01%
-$54.16 
VOO Vanguard S&P 500 ETF
-0.01%
-$68.55 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$110.4 
JPM JPMorgan Chase & Co.
-0.01%
-$270.9 
MRVL Marvell Technology, Inc.
-0.01%
-$192.42 
EWZ iShares MSCI Brazil ETF
-0.01%
-$112.19 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$48.46 
IAU iShares Gold Trust
-0.01%
-$1,316.21 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$110.55 
C Citigroup Inc.
-0.01%
-$30.68 
CSCO Cisco Systems, Inc.
-0.01%
-$54.76 
GE General Electric Company
-0.01%
-$24.93 
JCI Johnson Controls International plc
-0.01%
-$17.68 
PTH Invesco Dorsey Wright Health Care Momentum ETF
-0.01%
-$15.6 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$39.56 
JAAA Janus Henderson AAA CLO ETF
-0.01%
-$35.84 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$17.59 
PLTR Palantir Technologies Inc.
-0.01%
-$27.58 
CVX Chevron Corporation
-0.01%
-$28.84 
UNH UnitedHealth Group Incorporated
-0.01%
-$66.66 
ETN Eaton Corporation plc
0%
-$12.37 
ULTA Ulta Beauty Inc.
0%
-$4.91 
QQQ Invesco QQQ Trust, Series 1
0%
-$140.23 
MU Micron Technology, Inc.
0%
-$42.89 
UITB VictoryShares Core Intermediate Bond ETF
0%
-$3.51 Events
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Dividends
Dividend Analysis
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| Trades 2381 | Longs Won 1474/2381 61% | Profit Factor 2.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $311,384.83 |
| Average Win $88,136.98 | Best Trade (Aug 11) $8.01M | Sharpe Ratio -9.22 |
| Average Loss -$50,694.41 | Worst Trade (Aug 11) -$3.65M | Z-Score 0.15 (12.13%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $36,784.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,452 | 5,806 | 5,161 | 4,516 | 3,871 | 3,226 | 2,581 | 1,935 | 1,290 | 645 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 4,149 | $216,328.86 | $208,196.82 | - | -$8,132.04 | -3.76% | +0.02% |
| AAPL Apple Inc. | 20,261 | $3.93M | $6.25M | - | $2.31M | 58.75% | -1.618% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,082 | $202,210.02 | $195,306.34 | - | -$6,903.68 | -3.41% | +0.032% |
| AMAT Applied Materials, Inc. | 1,070 | $195,884.9 | $577,050.99 | - | $381,166.09 | 194.59% | +0.03% |
| AMD Advanced Micro Devices, Inc. | 2,772 | $404,178.09 | $1.34M | - | $936,028.5 | 231.59% | +0.025% |
| AMZN Amazon.com Inc | 7,468 | $1.52M | $2.05M | - | $531,374.64 | 35% | -0.015% |
| AVGO Broadcom Inc. | 1,424 | $499,622.62 | $608,795.59 | - | $109,172.97 | 21.85% | -0.055% |
| BMY Bristol-Myers Squibb Company | 17,077 | $978,290.24 | $1.11M | - | $128,982.44 | 13.18% | +0.185% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 3,228 | $295,308.01 | $291,843.48 | - | -$3,464.53 | -1.17% | -0.408% |
| BRK-B Berkshire Hathaway Inc. | 13,593 | $6.06M | $7.09M | - | $1.04M | 17.11% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 235,145 | $8.59M | $8.78M | - | $188,116 | 2.19% | 0.0 |
| C Citigroup Inc. | 2,045 | $152,758.83 | $276,044.32 | - | $123,285.49 | 80.71% | -0.011% |
| CAPE DoubleLine Shiller CAPE U.S. Equities ETF | 22,882 | $576,783.61 | $764,105.49 | - | $187,321.88 | 32.48% | +0.001% |
| CC Chemours Co. | 299,195 | $6.14M | $4.71M | - | -$1.43M | -23.25% | 0.0 |
| CGDV Capital Group Dividend Value ETF | 604,853 | $22.07M | $31.02M | - | $8.96M | 40.58% | -0.019% |
| CGGO Capital Group Global Growth Equity ETF | 5,351 | $226,507.83 | $217,357.62 | - | -$9,150.21 | -4.04% | -0.025% |
| CGNG Capital Group New Geography Equity ETF | 6,359 | $196,511.64 | $232,739.4 | - | $36,227.76 | 18.44% | 0.0 |
| CGUS Capital Group Core Equity ETF | 7,589 | $291,569.38 | $351,218.92 | - | $59,649.54 | 20.46% | 0.0 |
| CGXU Capital Group International Focus Equity ETF | 25,574 | $640,856.74 | $889,975.2 | - | $249,118.46 | 38.87% | -0.029% |
| CIEN Ciena Corporation | 2,157 | $1.06M | $889,331.08 | - | -$168,806.84 | -15.95% | -0.022% |
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FAQ
Which stocks have generated the highest profits for Joel Blattner?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $5.09M, WisdomTree U.S. Quality Dividend Growth Fund - $4.42M, NVIDIA Corporation - $3.6M, Meta Platforms Inc Class A - $3.5M, and iShares Semiconductor ETF - $3.28M. 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: iShares MSCI USA Equal Weighted ETF - $2.8M, Moderna, Inc - $1.26M, Advanced Micro Devices, Inc - $1.21M, Paramount Global - $1.09M, and Eaton Corporation plc - $995,655.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joel Blattner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.99M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.13M, WisdomTree U.S. Quality Dividend Growth Fund - $499,809.96, VictoryShares Short-Term Bond ETF - $470,658.58, JPMorgan Active Bond ETF - $468,303.72, and Capital Group Dividend Value ETF - $466,200.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joel Blattner's monthly returns?
Joel Blattner'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 Joel Blattner's strategy be considered aggressive or moderate?
Joel Blattner'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 Joel Blattner's strategy?
Joel Blattner'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.
