James Peterson Portfolio
Invests via Nearwater Capital Markets Ltd. | Managed by James Peterson
Invests via Nearwater Capital Markets Ltd.
Managed by James Peterson
Automatically Tracked
James Peterson Profile
With a robust background in technology and finance, James Peterson has successfully navigated the intersection of innovation and investment. His entrepreneurial journey began with founding several tech startups that emphasized scalability and market disruption, propelling him into prominent venture capital circles. He is recognized for his hands-on leadership style and keen insights into emerging markets. Leveraging extensive experience in corporate strategy, he currently acts as an advisor to multiple growth-stage companies seeking to refine their business models. His dual expertise not only shapes innovative solutions but also drives significant value creation across diverse sectors.
With a robust background in technology and finance, James Peterson has successfully navigated the intersection of innovation and investment. His entrepreneurial journey began with founding several tech startups that emphasized scalability and market disruption, propelling him into prominent venture capital circles. He is recognized for his hands-on leadership style and keen insights into emerging markets. Leveraging extensive experience in corporate strategy, he currently acts as an advisor to multiple growth-stage companies seeking to refine their business models. His dual expertise not only shapes innovative solutions but also drives significant value creation across diverse sectors.
Investment Philosophy & Strategy
Emerging technologies represent a compelling landscape for investment, particularly through the lens of scalability. James Peterson approaches capital allocation with an entrepreneurial spirit that encourages risk-taking in innovative ventures. His deep-rooted experience allows him to discern market trends and identify transformative opportunities that others may overlook. Emphasizing hands-on engagement, he nurtures nascent companies by fostering strategic relationships and operational efficiency. This approach not only facilitates sustainable growth but also cultivates competitive advantages within evolving sectors.
Emerging technologies represent a compelling landscape for investment, particularly through the lens of scalability. James Peterson approaches capital allocation with an entrepreneurial spirit that encourages risk-taking in innovative ventures. His deep-rooted experience allows him to discern market trends and identify transformative opportunities that others may overlook. Emphasizing hands-on engagement, he nurtures nascent companies by fostering strategic relationships and operational efficiency. This approach not only facilitates sustainable growth but also cultivates competitive advantages within evolving sectors.
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:
40.61%
Gain -1.1%
Monthly
1.83%
Yearly
24.44%
Drawdown
20.9%
$4.75B
Equity
Holdings
$4.75B
Investment
$4.07B
$1.55B
Profit -$69.28M
Realized
$862.17M
Unrealized
$684.91M
Dividends
$88.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$69.28M
Win %
64%
This Week
Compared To Last Week
Gain
0.92%
Profit
$43.51M
Win %
64%
This Month
Compared to last month
Gain
-4.48%
Profit
-$223.23M
Win %
64%
This Year
Compared to last year
Gain
13.37%
Profit
$561.06M
Win %
66%
BZ Kanzhun Limited American Depositary Shares
+4.66%
+$374,118.5 
TER Teradyne, Inc.
+4.2%
+$3.05M 
QFIN Qifu Technology, Inc. American Depositary Shares
+3.1%
+$98,750 
SNDK SanDisk Corporation
+2.59%
+$7.23M 
KWEB KraneShares CSI China Internet ETF
+2.52%
+$1.61M 
AVGO Broadcom Inc.
+2.33%
+$2.6M 
PDD PDD Holdings Inc. American Depositary Shares
+2.23%
+$155,812.5 
PBF PBF Energy Inc.
+1.96%
+$246,000 
MSFT Microsoft Corp.
+1.88%
+$1.22M 
NOW ServiceNow, Inc.
+1.67%
+$163,400 
GOOGL Alphabet Inc
+1.58%
+$1.6M 
WDAY Workday Inc.
+1.5%
+$250,125 
IBIT iShares Bitcoin Trust
+1.47%
+$740,868 
TTMI TTM Technologies, Inc.
+1.41%
+$122,574 
CVX Chevron Corporation
+1.14%
+$535,887.51 
TTWO Take-Two Interactive Software, Inc.
+1.09%
+$585,340 
TAL Tal Education Group
+1.02%
+$73,500 
AMZN Amazon.com Inc
+0.94%
+$1.49M 
CELC Celcuity Inc.
+0.92%
+$383,211 
ANET Arista Networks, Inc.
+0.87%
+$468,930 
ABT Abbott Laboratories
+0.8%
+$342,125 
ROST Ross Stores, Inc.
+0.78%
+$235,300 
MA Mastercard Incorporated
+0.62%
+$365,147.82 
COPX Global X Copper Miners ETF
+0.61%
+$420,480 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$210,787.5 
RTX RTX Corporation
+0.53%
+$109,620 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$48,000 
SJM The J.M. Smucker Company
+0.46%
+$104,000 
IBN ICICI Bank Limited Sponsored ADR
+0.44%
+$23,439 
META Meta Platforms Inc Class A
+0.43%
+$296,925 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.39%
+$10,369.5 
QQQI Neos NASDAQ-100 High Income ETF
+0.33%
+$126,000 
WELL Welltower Inc.
+0.3%
+$10,512 
VPL Vanguard FTSE Pacific ETF
+0.13%
+$110,306 
NVDA NVIDIA Corporation
+0.08%
+$242,774.28 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.08%
+$51,075 
HESM Hess Midstream LP
+0.05%
+$18,000 
PEN Penumbra Inc.
+0.03%
+$5,000.5 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$11,780 
GTLS Chart Industries Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
OS OneStream, Inc.
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
NKTR Nektar Therapeutics Inc.
-4.22%
-$753,120 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.85%
-$440,263 
LLY Eli Lilly and Company
-2.28%
-$1.08M 
ARQT Arcutis Biotherapeutics Inc.
-2.18%
-$376,526 
RVMD Revolution Medicines Inc.
-2.13%
-$2.69M 
AMT American Tower Corporation
-1.87%
-$604,200 
CAT Caterpillar Inc.
-1.8%
-$2.41M 
LRCX Lam Research Corporation
-1.77%
-$655,490 
FUN Six Flags Entertainment Corporation
-1.71%
-$58,200 
WFC Wells Fargo & Company
-1.5%
-$1.32M 
AAPL Apple Inc.
-1.42%
-$4.79M 
JNJ Johnson & Johnson
-1.39%
-$1.3M 
CMI Cummins Inc.
-1.31%
-$449,441.06 
BAC Bank of America Corporation
-1.22%
-$12,750 
SNPS Synopsys, Inc.
-1.15%
-$353,200 
INSM Insmed Inc.
-1.14%
-$369,000 
ADBE Adobe Inc.
-0.85%
-$267,328.67 
UNH UnitedHealth Group Incorporated
-0.83%
-$319,950 
PG Procter & Gamble Co
-0.79%
-$513,300 
WBS Webster Financial Corporation
-0.76%
-$238,960 
CALX Calix Inc.
-0.74%
-$34,278 
GILD Gilead Sciences Inc.
-0.69%
-$184,000 
ACMR Acm Research Inc.
-0.66%
-$51,810 
COF Capital One Financial Corporation
-0.61%
-$112,394.12 
MSI Motorola Solutions, Inc.
-0.59%
-$147,600 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.53%
-$1.57M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$801,720 
GDX VanEck Gold Miners ETF
-0.51%
-$325,440 
FNDF Schwab Fundamental International Large Company Index ETF
-0.49%
-$55,640 
AMAT Applied Materials, Inc.
-0.36%
-$238,080 
IXUS iShares Core International Stock ETF
-0.32%
-$424,080 
ACWI iShares MSCI ACWI ETF
-0.26%
-$253,471.5 
MCD McDonald's Corporation
-0.2%
-$59,951.09 
GDXJ VanEck Junior Gold Miners ETF
-0.18%
-$278,460 
REGN Regeneron Pharmaceuticals, Inc.
-0.16%
-$5,524.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.11%
-$55,800 
HTHT H World Group Limited American Depositary Receipt
-0.1%
-$1,120 
NEM Newmont Corporation
-0.09%
-$56,160 
IAU iShares Gold Trust
-0.07%
-$2,165.66 Events
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Dividends
Dividend Analysis
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| Trades 481 | Longs Won 242/481 50% | Profit Factor 3.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.39M |
| Average Win $8.53M | Best Trade (Jul 24) $282.83M | Sharpe Ratio -9.1 |
| Average Loss -$2.19M | Worst Trade (Mar 30) -$61.45M | Z-Score -5.29 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 4d | Expectancy $3.22M |
| 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 | 2,169 | 1,952 | 1,735 | 1,518 | 1,302 | 1,085 | 868 | 651 | 434 | 217 |
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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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FAQ
Which stocks have generated the highest profits for James Peterson?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $120.91M, NVIDIA Corporation - $105.33M, iShares Core S&P 500 ETF - $100.56M, Palantir Technologies Inc - $75.36M, and Broadcom Inc - $71.53M. 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: Fiserv, Inc - $61.45M, Microsoft Corp - $44.33M, ServiceNow, Inc - $14.68M, Meta Platforms Inc Class A - $12.23M, and UnitedHealth Group Incorporated - $7.09M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Peterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $88.72M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $9.23M, SPDR Portfolio Developed World ex-US ETF - $4.36M, Broadcom Inc - $3.49M, Microsoft Corp - $2.74M, and The Goldman Sachs Group, Inc - $2.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Peterson's monthly returns?
James Peterson'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 James Peterson's strategy be considered aggressive or moderate?
James Peterson'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 James Peterson's strategy?
James Peterson'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.
