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:
82.34%
Gain -1%
Monthly
0.77%
Yearly
9.66%
Drawdown
19.11%
$267.7M
Equity
Holdings
$267.7M
Investment
$205.73M
$61.28M
Profit -$1.53M
Realized
-$698,947.98
Unrealized
$61.98M
Dividends
$16.21M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1%
Profit
-$1.53M
Win %
62%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$84,211.86
Win %
62%
This Month
Compared to last month
Gain
-0.04%
Profit
-$99,839.11
Win %
62%
This Year
Compared to last year
Gain
0.82%
Profit
$2.17M
Win %
64%
LLY Eli Lilly and Company
+3.27%
+$15,201.91 
ABBV AbbVie Inc.
+2.56%
+$12,010.02 
AMGN Amgen Inc.
+2.41%
+$6,782.99 
JNJ Johnson & Johnson
+2.1%
+$7,281.35 
MA Mastercard Incorporated
+0.93%
+$2,248.24 
AMZN Amazon.com Inc
+0.88%
+$3,648.11 
AAPL Apple Inc.
+0.72%
+$46,242.66 
SYK Stryker Corporation
+0.23%
+$1,140.08 
FDX FedEx Corporation
+0.12%
+$805 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$40.9 
META Meta Platforms Inc Class A
-2.04%
-$18,958.06 
AMAT Applied Materials, Inc.
-1.66%
-$21,679.61 
NUSC Nuveen ESG Small-Cap ETF
-1.5%
-$34,119.92 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.31%
-$583,114.77 
ESGE iShares ESG Aware MSCI EM ETF
-1.22%
-$336,268.8 
AMD Advanced Micro Devices, Inc.
-0.98%
-$3,839.99 
JPM JPMorgan Chase & Co.
-0.92%
-$3,229.95 
HD The Home Depot, Inc.
-0.71%
-$1,387.2 
AVGO Broadcom Inc.
-0.63%
-$1,353.27 
MUB iShares National Muni Bond ETF
-0.6%
-$42,303.29 
CMF iShares California Muni Bond ETF
-0.58%
-$1,828.58 
CGMU Capital Group Municipal Income ETF
-0.56%
-$32,510.31 
VGT Vanguard Information Technology ETF
-0.49%
-$1,975.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$6,118.03 
ESGU iShares ESG Aware MSCI USA ETF
-0.43%
-$192,287.52 
VUG Vanguard Growth ETF
-0.43%
-$1,113.6 
ESGV Vanguard ESG U.S. Stock ETF
-0.36%
-$252,216.7 
IVV iShares Core S&P 500 ETF
-0.36%
-$1,638.57 
VOO Vanguard S&P 500 ETF
-0.35%
-$4,857.52 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,160.78 
MSFT Microsoft Corp.
-0.33%
-$5,994.53 
SMB VanEck Short Muni ETF
-0.33%
-$9,598.87 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$801.66 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.18%
-$47,859.53 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.16%
-$21,615.26 
CSCO Cisco Systems, Inc.
-0.09%
-$549.56 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$906.19 Events
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Dividends
Dividend Analysis
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| Trades 662 | Longs Won 336/662 50% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $576,327.12 |
| Average Win $229,812.01 | Best Trade (Oct 07) $8.89M | Sharpe Ratio -9.02 |
| Average Loss -$48,890.14 | Worst Trade (Oct 07) -$2.2M | Z-Score -5.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $92,565.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,464 | 4,918 | 4,372 | 3,825 | 3,279 | 2,732 | 2,186 | 1,639 | 1,093 | 546 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,308 | $3.43M | $6.49M | - | $3.06M | 89.15% | +0.718% |
| ABBV AbbVie Inc. | 1,761 | $333,392.47 | $481,651.11 | - | $148,258.64 | 44.47% | +2.557% |
| AMAT Applied Materials, Inc. | 2,458 | $442,684.16 | $1.28M | - | $839,039.94 | 189.53% | -1.663% |
| AMD Advanced Micro Devices, Inc. | 600 | $348,545.98 | $385,812 | - | $37,266.02 | 10.69% | -0.985% |
| AMGN Amgen Inc. | 700 | $229,117 | $288,603 | - | $59,486 | 25.96% | +2.407% |
| AMZN Amazon.com Inc | 1,625 | $307,391.38 | $420,119.37 | - | $112,727.99 | 36.67% | +0.876% |
| AVGO Broadcom Inc. | 571 | $215,695.25 | $213,234.24 | - | -$2,461.01 | -1.14% | -0.631% |
| CGMU Capital Group Municipal Income ETF | 224,209 | $6.09M | $5.8M | - | -$287,654.79 | -4.72% | -0.557% |
| CMF iShares California Muni Bond ETF | 5,805 | $331,125.18 | $312,338.02 | - | -$18,787.16 | -5.67% | -0.582% |
| CSCO Cisco Systems, Inc. | 4,996 | $252,335.7 | $588,678.68 | - | $336,342.98 | 133.29% | -0.093% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 430,343 | $32.69M | $43.91M | - | $11.22M | 34.31% | -1.311% |
| ESGE iShares ESG Aware MSCI EM ETF | 498,176 | $18.59M | $27.25M | - | $8.66M | 46.55% | -1.219% |
| ESGU iShares ESG Aware MSCI USA ETF | 259,848 | $28.45M | $44.15M | - | $15.71M | 55.21% | -0.434% |
| ESGV Vanguard ESG U.S. Stock ETF | 499,439 | $45.04M | $68.89M | - | $23.85M | 52.96% | -0.365% |
| EUSB iShares ESG Advanced Total USD Bond Market ETF | 638,127 | $29.35M | $26.44M | - | -$2.91M | -9.91% | -0.181% |
| FDX FedEx Corporation | 2,300 | $479,021 | $665,562.5 | - | $186,541.5 | 38.94% | +0.121% |
| HD The Home Depot, Inc. | 680 | $275,529.2 | $193,562 | - | -$81,967.2 | -29.75% | -0.712% |
| IVV iShares Core S&P 500 ETF | 579 | $309,996.9 | $451,452.09 | - | $141,455.19 | 45.63% | -0.362% |
| JNJ Johnson & Johnson | 1,361 | $252,356.62 | $354,036.93 | - | $101,680.31 | 40.29% | +2.1% |
| JPM JPMorgan Chase & Co. | 1,059 | $334,040.36 | $347,595.57 | - | $13,555.21 | 4.06% | -0.921% |
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FAQ
Which stocks have generated the highest profits for Jeffrey S. Arnold?
The largest contributions to the portfolio's profits come from the following stocks: iShares ESG Aware MSCI EAFE ETF - $2.89M, iShares ESG Aware MSCI USA ETF - $2.64M, iShares ESG Advanced Total USD Bond Market ETF - $2.62M, iShares ESG Aware USD Corporate Bond ETF - $1.64M, and Vanguard ESG U.S. Stock ETF - $1.61M. 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: AXS Change Finance ESG ETF - $1.88M, The Real Estate Select Sector SPDR Fund - $457,825.36, Heska Corp - $254,885.6, Tesla, Inc - $168,623.4, and West Pharmaceutical Services, Inc - $124,002.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey S. Arnold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.21M earned over time. The largest contributors to dividend income include iShares ESG Aware MSCI EAFE ETF - $4.12M, iShares ESG Advanced Total USD Bond Market ETF - $2.8M, Vanguard ESG U.S. Stock ETF - $1.8M, iShares ESG Aware USD Corporate Bond ETF - $1.71M, and iShares ESG Aware MSCI USA ETF - $1.46M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey S. Arnold's monthly returns?
Jeffrey S. Arnold'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 Jeffrey S. Arnold's strategy be considered aggressive or moderate?
Jeffrey S. Arnold's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeffrey S. Arnold's strategy?
Jeffrey S. Arnold'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.
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