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:
71.68%
Gain +2.46%
Monthly
0.87%
Yearly
11%
Drawdown
21.4%
$314.74M
Equity
Holdings
$314.74M
Investment
$252.5M
$78.28M
Profit +$5.27M
Realized
$16.04M
Unrealized
$62.24M
Dividends
$14.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.46%
Profit
$5.27M
Win %
76%
This Week
Compared To Last Week
Gain
-1.64%
Profit
-$5.24M
Win %
76%
This Month
Compared to last month
Gain
-6.15%
Profit
-$20.63M
Win %
76%
This Year
Compared to last year
Gain
10.12%
Profit
$28.92M
Win %
76%
IREN IREN Limited
+21.27%
+$1.02M 
ONDS Ondas Holdings Inc.
+7.36%
+$12,193.92 
BABA Alibaba Group Holding Limited SP ADR
+5.62%
+$15,432.94 
MRVL Marvell Technology, Inc.
+5.05%
+$78,597.12 
MU Micron Technology, Inc.
+4.1%
+$167,618.22 
AMD Advanced Micro Devices, Inc.
+4.1%
+$77,441.99 
ETH Ethan Allen Interiors Inc
+3.67%
+$12,284.67 
USD ProShares Ultra Semiconductors
+3.62%
+$74,094.72 
AVGO Broadcom Inc.
+3%
+$8,944.5 
KWEB KraneShares CSI China Internet ETF
+2.89%
+$7,821.3 
PLTR Palantir Technologies Inc.
+2.82%
+$20,779.83 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.44%
+$161,213.33 
IBIT iShares Bitcoin Trust
+2.37%
+$8,019.19 
MSFT Microsoft Corp.
+2.03%
+$17,501.83 
LYB LyondellBasell Industries N.V.
+1.98%
+$15,298.92 
GOOG Alphabet Inc
+1.9%
+$9,562.09 
SOXX iShares Semiconductor ETF
+1.89%
+$245,678.7 
GOOGL Alphabet Inc
+1.77%
+$6,957.35 
SNAP Snap Inc.
+1.66%
+$9,291.3 
ULTA Ulta Beauty Inc.
+1.56%
+$3,744.93 
SMH VanEck Semiconductor ETF
+1.45%
+$6,488.28 
AMZN Amazon.com Inc
+1.42%
+$25,928 
CVX Chevron Corporation
+1.33%
+$5,300.02 
INTU Intuit Inc.
+1.32%
+$2,294.18 
FFLG Fidelity Fund Large Cap Growth ETF
+1.2%
+$5,617.53 
PLXS Plexus Corp.
+1.09%
+$3,151 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$3,365.48 
TMUS T-Mobile US, Inc.
+1.02%
+$70,734.44 
NVDA NVIDIA Corporation
+0.99%
+$36,921.87 
FCX Freeport-McMoRan Inc.
+0.94%
+$3,015.65 
EWZ iShares MSCI Brazil ETF
+0.92%
+$5,649.8 
CGNG Capital Group New Geography Equity ETF
+0.9%
+$2,003.09 
XOM Exxon Mobil Corporation
+0.87%
+$9,026.13 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$3,107.55 
ETN Eaton Corporation plc
+0.83%
+$4,438.87 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$2,786.81 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$53,224.26 
QQQM Invesco NASDAQ 100 ETF
+0.81%
+$4,503.12 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.77%
+$2,613.97 
FBCG Fidelity Blue Chip Growth Fund
+0.73%
+$9,369.36 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.7%
+$2,467.72 
LMT Lockheed Martin Corporation
+0.6%
+$1,058.35 
WINN Harbor Long-Term Growers ETF
+0.59%
+$3,434.06 
CGXU Capital Group International Focus Equity ETF
+0.57%
+$4,859.06 
T AT&T Inc.
+0.57%
+$1,073.5 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$3,792.04 
HL Hecla Mining Company
+0.45%
+$1,413.23 
META Meta Platforms Inc Class A
+0.43%
+$1,186.41 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.42%
+$1,359.65 
PYPL PayPal Holdings Inc
+0.38%
+$2,947.86 
AMAT Applied Materials, Inc.
+0.34%
+$2,001.22 
ESGV Vanguard ESG U.S. Stock ETF
+0.33%
+$792 
GLW Corning Incorporated
+0.33%
+$39,111.68 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.25%
+$22,570.74 
VOO Vanguard S&P 500 ETF
+0.25%
+$839.93 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.25%
+$637.87 
IOO iShares Global 100 ETF
+0.24%
+$1,664.28 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$2,933.44 
IVV iShares Core S&P 500 ETF
+0.24%
+$54,921.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.24%
+$2,278.61 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.23%
+$508.76 
CGUS Capital Group Core Equity ETF
+0.22%
+$720.96 
FVAL Fidelity Value Factor ETF
+0.18%
+$644.09 
FTLS First Trust Long/Short Equity ETF
+0.17%
+$825.37 
SPGP Invesco S&P 500 GARP ETF
+0.17%
+$1,474.36 
SPHQ Invesco S&P 500 Quality ETF
+0.14%
+$509.88 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$8,297.28 
MO Altria Group, Inc.
+0.14%
+$970.1 
C Citigroup Inc.
+0.13%
+$345.93 
JVAL JPMorgan U.S. Value Factor ETF
+0.13%
+$321.6 
IWO iShares Russell 2000 Growth ETF
+0.12%
+$645.92 
XMMO Invesco S&P MidCap Momentum ETF
+0.1%
+$9,096.15 
CGDV Capital Group Dividend Value ETF
+0.09%
+$29,246.26 
VO Vanguard Mid-Cap ETF
+0.08%
+$341.64 
FEOE First Eagle Overseas Equity ETF
+0.07%
+$5,914 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$296.1 
OCSL Oaktree Specialty Lending Corporation
+0.04%
+$255.85 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$91.09 
JIVE JPMorgan International Value ETF
+0.02%
+$3,033.07 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$54.25 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$64.3 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$98.9 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$201.34 
PCMM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-3.45%
-$8,341.33 
TFC Truist Financial Corporation
-2.84%
-$7,847.83 
AAPL Apple Inc.
-2.48%
-$153,168.48 
CPRI Capri Holdings Ltd.
-2.11%
-$4,822.41 
MRK Merck & Co., Inc.
-1.9%
-$36,597.66 
LLY Eli Lilly and Company
-1.82%
-$17,041.56 
TSLA Tesla, Inc.
-1.79%
-$192,100 
WMT Walmart Inc.
-1.64%
-$5,527.5 
UNP Union Pacific Corporation
-1.58%
-$11,581.56 
BA Boeing Company
-1.51%
-$7,054.32 
LRCX Lam Research Corporation
-1.25%
-$5,502.9 
WEC WEC Energy Group Inc.
-1.11%
-$4,437.72 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$62,720.08 
PG Procter & Gamble Co
-0.77%
-$1,886 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.73%
-$2,012.84 
XBI SPDR S&P Biotech ETF
-0.72%
-$1,849.77 
IEUR iShares Core MSCI Europe ETF
-0.71%
-$2,730.11 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.71%
-$1,711.15 
VHT Vanguard Health Care ETF
-0.68%
-$2,573 
ZION Zions Bancorporation, National Association
-0.68%
-$4,265.94 
GILD Gilead Sciences Inc.
-0.68%
-$2,365.87 
XLU Utilities Select Sector SPDR Fund
-0.63%
-$3,864.6 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
-0.63%
-$4,825.56 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.62%
-$2,652.2 
IQLT iShares MSCI International Quality Factor ETF
-0.52%
-$3,917.57 
JPM JPMorgan Chase & Co.
-0.49%
-$48,580.56 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.45%
-$3,091.45 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.43%
-$1,606.78 
UNH UnitedHealth Group Incorporated
-0.43%
-$6,232.67 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$1,105.12 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$3,536.64 
DGRO iShares Core Dividend Growth ETF
-0.4%
-$2,191.08 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.39%
-$2,752.9 
BMY Bristol-Myers Squibb Company
-0.38%
-$4,016.49 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$1,083.88 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.35%
-$1,855.71 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$1,504.76 
JCI Johnson Controls International plc
-0.32%
-$794.7 
UITB VictoryShares Core Intermediate Bond ETF
-0.29%
-$1,577.88 
OSK Oshkosh Corporation
-0.28%
-$596.96 
JBND JPMorgan Active Bond ETF
-0.28%
-$3,605.69 
MCD McDonald's Corporation
-0.27%
-$1,109.62 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.23%
-$1,154.75 
VZ Verizon Communications Inc.
-0.23%
-$438.74 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$708.64 
INCM Franklin Income Focus ETF
-0.21%
-$522.48 
CSCO Cisco Systems, Inc.
-0.2%
-$1,298.66 
KO The Coca-Cola Company
-0.2%
-$889.76 
JAVA JPMorgan Active Value ETF
-0.17%
-$827.26 
IAU iShares Gold Trust
-0.17%
-$14,972.5 
GLD SPDR Gold Shares
-0.16%
-$1,048.2 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.15%
-$704.34 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$14,901.37 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$660.45 
JHMM John Hancock Multifactor Mid Cap ETF
-0.14%
-$2,134.12 
EMBX VanEck Emerging Markets Bond ETF
-0.14%
-$479.59 
DSCO DoubleLine Securitized Credit ETF
-0.12%
-$4,701.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$498.02 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$727.76 
WTV WisdomTree U.S. Value Fund
-0.1%
-$309.87 
NTAP NetApp, Inc.
-0.1%
-$463.93 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$268.19 
KMB Kimberly-Clark Corporation
-0.07%
-$922.4 
TGTX TG Therapeutics, Inc.
-0.07%
-$1,164.2 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$5,369.31 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$173.21 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$956.28 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$347.53 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$230.84 
VOLT Tema Electrification Fund
-0.02%
-$272.1 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$48.84 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$1,219.64 Events
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Dividends
Dividend Analysis
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| Trades 2221 | Longs Won 1351/2221 60% | Profit Factor 3.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,272.97 |
| Average Win $82,485.55 | Best Trade (Jul 22) $7.55M | Sharpe Ratio -9.13 |
| Average Loss -$38,115.9 | Worst Trade (Jun 30) -$2.25M | Z-Score -4.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $35,244.1 |
| 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 | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
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 Joel Blattner?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree U.S. Quality Dividend Growth Fund - $4.42M, NVIDIA Corporation - $3.6M, Meta Platforms Inc Class A - $3.5M, Chevron Corporation - $2.41M, and iShares Core S&P 500 ETF - $2.31M. 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 - $2.84M, Advanced Micro Devices, Inc - $1.69M, Paramount Global - $1.08M, Invesco MSCI Sustainable Future ETF - $994,610.63, and ProShares UltraPro Short QQQ - $989,198.96. 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 $14.87M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.13M, Capital Group Dividend Value ETF - $535,356.2, WisdomTree U.S. Quality Dividend Growth Fund - $499,821.66, JPMorgan Equity Premium Income Fund - $455,094.15, and JPMorgan Active Bond ETF - $450,175.31. 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.
