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:
43.08%
Gain +0.7%
Monthly
0.47%
Yearly
5.82%
Drawdown
16.16%
$328.34M
Equity
Holdings
$328.34M
Investment
$252.46M
$92.98M
Profit +$2.5M
Realized
$17.09M
Unrealized
$75.88M
Dividends
$14.2M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.7%
Profit
$2.5M
Win %
81%
This Week
Compared To Last Week
Gain
-1%
Profit
-$3.33M
Win %
81%
This Month
Compared to last month
Gain
-0.73%
Profit
-$2.43M
Win %
81%
This Year
Compared to last year
Gain
8.98%
Profit
$28.38M
Win %
80%
IREN IREN Limited
+5.4%
+$436,242.78 
AMD Advanced Micro Devices, Inc.
+4.73%
+$88,156.56 
FCX Freeport-McMoRan Inc.
+3.1%
+$11,267.57 
TGTX TG Therapeutics, Inc.
+3.06%
+$42,784.35 
AMAT Applied Materials, Inc.
+2.64%
+$16,333.98 
T AT&T Inc.
+2.48%
+$4,895.16 
PLXS Plexus Corp.
+2.46%
+$8,153.5 
VZ Verizon Communications Inc.
+2.46%
+$5,062.36 
JPM JPMorgan Chase & Co.
+2.3%
+$208,781.03 
CPRI Capri Holdings Ltd.
+2.28%
+$6,639.55 
USD ProShares Ultra Semiconductors
+2.11%
+$50,473.87 
HL Hecla Mining Company
+2.07%
+$6,740.02 
TFC Truist Financial Corporation
+1.91%
+$5,108.99 
TSLA Tesla, Inc.
+1.82%
+$205,660 
TMUS T-Mobile US, Inc.
+1.78%
+$119,273.78 
LYB LyondellBasell Industries N.V.
+1.7%
+$14,122.08 
SMH VanEck Semiconductor ETF
+1.65%
+$8,090.25 
GLW Corning Incorporated
+1.62%
+$217,202.7 
SOXX iShares Semiconductor ETF
+1.59%
+$232,459.44 
UNP Union Pacific Corporation
+1.58%
+$10,319 
VOLT Tema Electrification Fund
+1.28%
+$16,196.5 
C Citigroup Inc.
+1.27%
+$3,561.24 
ZION Zions Bancorporation, National Association
+1.22%
+$7,051.86 
LRCX Lam Research Corporation
+1.19%
+$6,109.64 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$209,778.94 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.1%
+$3,937.44 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$6,441.01 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$3,739.12 
IJR iShares Core S&P Small-Cap ETF
+1%
+$4,461.67 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.99%
+$3,734.05 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,047.1 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$3,844.56 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$3,124.78 
JAVA JPMorgan Active Value ETF
+0.9%
+$4,136.31 
PG Procter & Gamble Co
+0.85%
+$2,058.2 
EWZ iShares MSCI Brazil ETF
+0.83%
+$5,041.36 
OCSL Oaktree Specialty Lending Corporation
+0.83%
+$5,117 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$5,132.4 
XMMO Invesco S&P MidCap Momentum ETF
+0.8%
+$81,865.47 
JVAL JPMorgan U.S. Value Factor ETF
+0.79%
+$1,951.04 
JHMM John Hancock Multifactor Mid Cap ETF
+0.77%
+$11,585.25 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.77%
+$4,020.7 
OSK Oshkosh Corporation
+0.76%
+$1,485.12 
WTV WisdomTree U.S. Value Fund
+0.76%
+$2,197.26 
XBI SPDR S&P Biotech ETF
+0.75%
+$1,673.98 
KMB Kimberly-Clark Corporation
+0.74%
+$8,647.5 
CVX Chevron Corporation
+0.74%
+$2,904.4 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.74%
+$2,145.12 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$2,458.09 
UNH UnitedHealth Group Incorporated
+0.72%
+$10,031.28 
MO Altria Group, Inc.
+0.71%
+$4,947.51 
SPGP Invesco S&P 500 GARP ETF
+0.71%
+$6,113.2 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$2,492.39 
NTAP NetApp, Inc.
+0.71%
+$3,111.06 
PYPL PayPal Holdings Inc
+0.7%
+$3,976.19 
JIVE JPMorgan International Value ETF
+0.7%
+$93,880.8 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$3,710.7 
CGXU Capital Group International Focus Equity ETF
+0.69%
+$6,137.76 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$41,486.52 
CGDV Capital Group Dividend Value ETF
+0.68%
+$214,472.61 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$3,743.4 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$3,862.59 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,553.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,359.86 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$39,473.88 
IVV iShares Core S&P 500 ETF
+0.58%
+$132,676.87 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,953.22 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,971.02 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$1,331.98 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$4,899.72 
GOOGL Alphabet Inc
+0.53%
+$2,160.21 
CGUS Capital Group Core Equity ETF
+0.51%
+$1,669.58 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$11,475.36 
GOOG Alphabet Inc
+0.45%
+$2,321.59 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$4,061.87 
WMT Walmart Inc.
+0.41%
+$1,474 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,377.75 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,929.18 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.39%
+$1,939.98 
FTLS First Trust Long/Short Equity ETF
+0.37%
+$1,714.23 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.33%
+$1,152.25 
WEC WEC Energy Group Inc.
+0.33%
+$1,303.14 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+0.31%
+$2,335.7 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$699.49 
FEOE First Eagle Overseas Equity ETF
+0.3%
+$23,656 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.29%
+$813.75 
FVAL Fidelity Value Factor ETF
+0.29%
+$999.44 
XOM Exxon Mobil Corporation
+0.28%
+$2,868.77 
FFLG Fidelity Fund Large Cap Growth ETF
+0.25%
+$1,240.23 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$1,050.94 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$561.33 
INCM Franklin Income Focus ETF
+0.14%
+$348.32 
NVDA NVIDIA Corporation
+0.14%
+$5,069.84 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.13%
+$11,167.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.12%
+$7,676.82 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$11,092.83 
PFF iShares Preferred and Income Securities ETF
+0.11%
+$370.72 
MSFT Microsoft Corp.
+0.1%
+$874 
IOO iShares Global 100 ETF
+0.1%
+$670.68 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$494.5 
EMBX VanEck Emerging Markets Bond ETF
+0.1%
+$339.65 
KO The Coca-Cola Company
+0.1%
+$444.88 
IAU iShares Gold Trust
+0.09%
+$8,384.6 
BABA Alibaba Group Holding Limited SP ADR
+0.08%
+$215.01 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.07%
+$171.12 
GLD SPDR Gold Shares
+0.06%
+$401.79 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$460.89 
FBCG Fidelity Blue Chip Growth Fund
+0.05%
+$638.82 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$96.45 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$153.89 
MCD McDonald's Corporation
+0.01%
+$30.42 
DSCO DoubleLine Securitized Credit ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JCI
0%
$0 
PCMM
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
ONDS Ondas Holdings Inc.
-5.09%
-$12,702 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-4.54%
-$12,377.45 
LLY Eli Lilly and Company
-2.41%
-$22,164.35 
PLTR Palantir Technologies Inc.
-2.36%
-$17,214.39 
ULTA Ulta Beauty Inc.
-1.82%
-$4,357.36 
LMT Lockheed Martin Corporation
-1.53%
-$2,921.74 
AAPL Apple Inc.
-1.52%
-$83,344.5 
MU Micron Technology, Inc.
-1.42%
-$68,343.33 
MRK Merck & Co., Inc.
-1.41%
-$25,784.72 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$8,153.82 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.25%
-$2,846.49 
AMZN Amazon.com Inc
-1.23%
-$21,927.68 
SNAP Snap Inc.
-1.22%
-$8,052.46 
BA Boeing Company
-1.13%
-$5,481.84 
AVGO Broadcom Inc.
-0.91%
-$2,814 
ETH Grayscale Ethereum Mini Trust ETF
-0.91%
-$2,761.67 
CSCO Cisco Systems, Inc.
-0.6%
-$4,309.19 
ETN Eaton Corporation plc
-0.55%
-$2,910.31 
MRVL Marvell Technology, Inc.
-0.36%
-$8,338.56 
META Meta Platforms Inc Class A
-0.26%
-$617.7 
KWEB KraneShares CSI China Internet ETF
-0.23%
-$605.52 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$1,527.54 
GILD Gilead Sciences Inc.
-0.22%
-$728.84 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.22%
-$569.84 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.2%
-$1,376.45 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$10,226.1 
VHT Vanguard Health Care ETF
-0.13%
-$458.79 
WINN Harbor Long-Term Growers ETF
-0.12%
-$722.96 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$378.88 
JBND JPMorgan Active Bond ETF
-0.08%
-$1,082.43 
FSMB First Trust Short Duration Managed Municipal ETF
-0.07%
-$827.46 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$219.53 
INTU Intuit Inc.
-0.07%
-$107.82 
UITB VictoryShares Core Intermediate Bond ETF
-0.06%
-$350.64 
IBIT iShares Bitcoin Trust
-0.06%
-$185.77 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.05%
-$231.43 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$264.64 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$71.28 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.02%
-$58.94 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,534.09 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$41.26 Events
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Dividends
Dividend Analysis
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| Trades 2221 | Longs Won 1386/2221 62% | Profit Factor 4.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $333,372.49 |
| Average Win $88,613.84 | Best Trade (Jun 12) $7.2M | Sharpe Ratio -11.78 |
| Average Loss -$35,739.75 | Worst Trade (Jun 30) -$2.25M | Z-Score 2.59 (99.05%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $41,862.26 |
| 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 | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
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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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