JSA
Jeffrey S. Arnold Portfolio
Invests via IMPACTfolio LLC | Managed by Jeffrey Scott Arnold, Rebecca Laelia Kennedy, Julie Denise McDaniel
Invests via IMPACTfolio LLC
Managed by Jeffrey Scott Arnold, Rebecca Laelia Kennedy, Julie Denise McDaniel
Automatically Tracked
Jeffrey S. Arnold Profile
With a distinguished career as an entrepreneur and operating executive, Jeffrey S. Arnold has significantly shaped the landscape of technology commercialization in various sectors. He co-founded and led several innovative startups that have developed groundbreaking products, notably in healthcare and software solutions. His role as a strategic advisor enhances his influence across early-stage ventures seeking guidance on scaling operations effectively. Leveraging extensive expertise in capital markets, he has also played pivotal roles in fundraising initiatives for diverse business models. Arnold's track record illustrates his commitment to driving growth through disruptive innovation while fostering collaborative ecosystems.
With a distinguished career as an entrepreneur and operating executive, Jeffrey S. Arnold has significantly shaped the landscape of technology commercialization in various sectors. He co-founded and led several innovative startups that have developed groundbreaking products, notably in healthcare and software solutions. His role as a strategic advisor enhances his influence across early-stage ventures seeking guidance on scaling operations effectively. Leveraging extensive expertise in capital markets, he has also played pivotal roles in fundraising initiatives for diverse business models. Arnold's track record illustrates his commitment to driving growth through disruptive innovation while fostering collaborative ecosystems.
Investment Philosophy & Strategy
Jeffrey S. Arnold approaches investing through a lens of innovation and operational improvement. His experience as an entrepreneur enables him to identify transformative business models that harness cutting-edge technology for maximum impact. By engaging closely with startups, he prioritizes scalable solutions and sustainable growth strategies, focusing on cultivating partnerships that amplify market potential. A keen understanding of capital allocation informs his decision-making process, allowing for targeted investments in sectors ripe for disruption. This focus not only highlights his commitment to fostering entrepreneurial talent but also ensures alignment with forward-thinking ventures positioned for success.
Jeffrey S. Arnold approaches investing through a lens of innovation and operational improvement. His experience as an entrepreneur enables him to identify transformative business models that harness cutting-edge technology for maximum impact. By engaging closely with startups, he prioritizes scalable solutions and sustainable growth strategies, focusing on cultivating partnerships that amplify market potential. A keen understanding of capital allocation informs his decision-making process, allowing for targeted investments in sectors ripe for disruption. This focus not only highlights his commitment to fostering entrepreneurial talent but also ensures alignment with forward-thinking ventures positioned for success.
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:
36.97%
Gain +0.98%
Monthly
0.38%
Yearly
4.62%
Drawdown
18.81%
$263.42M
Equity
Holdings
$263.42M
Investment
$201.79M
$60.26M
Profit +$2.86M
Realized
-$1.37M
Unrealized
$61.63M
Dividends
$14.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.98%
Profit
$2.86M
Win %
81%
This Week
Compared To Last Week
Gain
1.1%
Profit
$2.86M
Win %
81%
This Month
Compared to last month
Gain
0.39%
Profit
$1.03M
Win %
81%
This Year
Compared to last year
Gain
5.74%
Profit
$14.92M
Win %
81%
META Meta Platforms Inc Class A
+5.18%
+$36,922.3 
AMAT Applied Materials, Inc.
+4.18%
+$59,110.46 
VGT Vanguard Information Technology ETF
+3.37%
+$12,607.44 
AMZN Amazon.com Inc
+3.12%
+$12,114.37 
VUG Vanguard Growth ETF
+2.79%
+$6,625.92 
MSFT Microsoft Corp.
+2.4%
+$31,982.34 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+2.28%
+$607,036.25 
ESGV Vanguard ESG U.S. Stock ETF
+2.18%
+$1.43M 
AAPL Apple Inc.
+1.96%
+$111,197.66 
VOO Vanguard S&P 500 ETF
+1.89%
+$23,232.9 
SPY SPDR S&P 500 ETF Trust
+1.89%
+$16,438.13 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.86%
+$23,086 
ESGU iShares ESG Aware MSCI USA ETF
+1.7%
+$720,303.02 
HD The Home Depot, Inc.
+1.66%
+$3,699.2 
IVV iShares Core S&P 500 ETF
+1.63%
+$7,040.64 
FDX FedEx Corporation
+0.9%
+$7,015 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$2,366.38 
NUSC Nuveen ESG Small-Cap ETF
+0.74%
+$17,264.5 
AMGN Amgen Inc.
+0.31%
+$770 
MA Mastercard Incorporated
+0.25%
+$520.3 
JPM JPMorgan Chase & Co.
+0.19%
+$647.96 
CGMU Capital Group Municipal Income ETF
+0.16%
+$9,522.63 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.15%
+$21,118.9 
MUB iShares National Muni Bond ETF
+0.13%
+$9,099.27 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.12%
+$5,300.88 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.12%
+$31,035 
CMF iShares California Muni Bond ETF
+0.1%
+$339.9 
SMB VanEck Short Muni ETF
+0.09%
+$2,593.86 
VGSH Vanguard Short-Term Treasury Fund
+0.08%
+$185.81 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 638 | Longs Won 332/638 52% | Profit Factor 6.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $543,169.63 |
| Average Win $215,439.73 | Best Trade (Jun 15) $8.09M | Sharpe Ratio -10.48 |
| Average Loss -$36,812.11 | Worst Trade (Jun 29) -$1.88M | Z-Score -1.35 (82.45%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 2d | Expectancy $94,453.74 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
