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:
50.37%
Gain -0.24%
Monthly
2.03%
Yearly
27.25%
Drawdown
21.03%
$5.83B
Equity
Holdings
$5.83B
Investment
$5.39B
$1.92B
Profit -$14.28M
Realized
$1.48B
Unrealized
$441.25M
Dividends
$93.18M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$14.28M
Win %
62%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$1.12M
Win %
62%
This Month
Compared to last month
Gain
-0.47%
Profit
-$27.34M
Win %
62%
This Year
Compared to last year
Gain
1.13%
Profit
$65.33M
Win %
61%
SNDK SanDisk Corporation
+7.39%
+$12.43M 
WULF TeraWulf Inc.
+6.65%
+$1.3M 
AMD Advanced Micro Devices, Inc.
+6.5%
+$12.18M 
CELC Celcuity Inc.
+6.24%
+$5,400 
AMPX Amprius Technologies Inc.
+4.77%
+$589,779 
LBRT Liberty Energy Inc.
+4.21%
+$222,500 
CXW CoreCivic Inc.
+3.86%
+$427,000 
HUT Hut 8 Corp.
+3%
+$2.89M 
ALGN Align Technology, Inc.
+2.9%
+$1.37M 
GEO The Geo Group, Inc.
+2.8%
+$297,500 
PLNT Planet Fitness Inc.
+2.57%
+$189,000.3 
SNPS Synopsys, Inc.
+2.37%
+$2.73M 
TXN Texas Instruments Inc
+2.25%
+$1.81M 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$252,000 
CORZ Core Scientific, Inc.
+2.02%
+$106,280 
TER Teradyne, Inc.
+2.02%
+$595,441.44 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$875,427.26 
GDX VanEck Gold Miners ETF
+1.93%
+$6.04M 
GDXJ VanEck Junior Gold Miners ETF
+1.9%
+$989,998.2 
COF Capital One Financial Corporation
+1.57%
+$1.27M 
SILJ Amplify Junior Silver Miners ETF
+1.43%
+$216,678 
ARQT Arcutis Biotherapeutics Inc.
+1.39%
+$175,212 
NBIX Neurocrine Biosciences Inc.
+1.26%
+$294,498.45 
FIVE Five Below, Inc.
+1.17%
+$183,948.7 
RTX RTX Corporation
+1.13%
+$759,450 
RBC RBC Bearings Incorporated
+1.13%
+$62,649.5 
KEYS Keysight Technologies, Inc.
+1.12%
+$333,480 
APG Api Group Corporation
+1.08%
+$147,580 
U Unity Software Inc.
+1%
+$1.33M 
SUNC Suncast Solar Energy Inc.
+0.95%
+$198,000 
XOM Exxon Mobil Corporation
+0.94%
+$674,974.53 
TDY Teledyne Technologies Incorporated
+0.89%
+$150,250.25 
RVMD Revolution Medicines Inc.
+0.85%
+$3.59M 
TTMI TTM Technologies, Inc.
+0.81%
+$158,928 
DRAM Roundhill Memory ETF
+0.69%
+$195,000 
TSLA Tesla, Inc.
+0.68%
+$766,920 
UNH UnitedHealth Group Incorporated
+0.67%
+$267,001.2 
CAR Avis Budget Group, Inc.
+0.63%
+$202,100 
BZ Kanzhun Limited American Depositary Shares
+0.58%
+$48,447 
ATI ATI Inc.
+0.56%
+$100,800 
EWZ iShares MSCI Brazil ETF
+0.47%
+$592,000 
GM General Motors Company
+0.44%
+$152,000 
TAL Tal Education Group
+0.43%
+$35,000 
AAPL Apple Inc.
+0.22%
+$293,460 
COPX Global X Copper Miners ETF
+0.21%
+$90,000 
ROST Ross Stores, Inc.
+0.16%
+$102,397.44 
UBER Uber Technologies, Inc.
+0.09%
+$152,670 
FXI iShares China Large-Cap ETF
+0.09%
+$116,310 
SLAB Silicon Laboratories Inc.
+0.05%
+$5,225 
TXNM TxnM Energy Inc.
+0.02%
+$2,231 
KVUE Kenvue Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
OKTA Okta Inc.
-4.85%
-$676,800.9 
NKTR Nektar Therapeutics Inc.
-3.82%
-$758,350.78 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-3.78%
-$361,250 
VEEV Veeva Systems Inc.
-3.52%
-$844,550 
FTNT Fortinet Inc.
-3.28%
-$1.19M 
DT Dynatrace, Inc.
-3.17%
-$2.85M 
CIEN Ciena Corporation
-3.17%
-$1.3M 
TTD The Trade Desk, Inc. Class A
-2.88%
-$223,440 
PLTR Palantir Technologies Inc.
-2.78%
-$1.14M 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.76%
-$5.11M 
NOW ServiceNow, Inc.
-2.55%
-$308,750 
EFX Equifax Inc.
-2.55%
-$439,889.07 
ADBE Adobe Inc.
-2.39%
-$679,350.1 
ANET Arista Networks, Inc.
-2.36%
-$1.53M 
PODD Insulet Corporation
-2.12%
-$279,000 
PURR Hyperliquid Strategies Inc.
-2.05%
-$560,000 
HONA Honeywell Aerospace Inc.
-2.03%
-$1.2M 
AVPT AvePoint, Inc.
-1.96%
-$135,000 
DXCM DexCom, Inc.
-1.89%
-$2.16M 
ISRG Intuitive Surgical, Inc.
-1.69%
-$439,398.7 
FUN Six Flags Entertainment Corporation
-1.68%
-$54,320 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$562,402.22 
NSC Norfolk Southern Corporation
-1.02%
-$512,561.49 
AMZN Amazon.com Inc
-0.94%
-$3.3M 
MIAX Miami International Holdings, Inc.
-0.87%
-$106,020 
UAL United Airlines Holdings, Inc.
-0.8%
-$354,510 
URA Global X Uranium ETF
-0.71%
-$96,000 
IBIT iShares Bitcoin Trust
-0.7%
-$219,500 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$255,200 
MS Morgan Stanley
-0.47%
-$346,800 
QRVO Qorvo Inc.
-0.34%
-$47,850 
MSFT Microsoft Corp.
-0.3%
-$621,604.2 
PH Parker-Hannifin Corporation
-0.28%
-$141,940.94 
ROIV Roivant Sciences Ltd
-0.22%
-$120,000 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.18%
-$10,398 
GOOGL Alphabet Inc
-0.13%
-$242,834 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$125,020 
ACWI iShares MSCI ACWI ETF
-0.12%
-$82,065.32 
GOOG Alphabet Inc
-0.12%
-$39,999 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$49,000 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.08%
-$1,400 
NVDA NVIDIA Corporation
-0.06%
-$119,560 
EFA iShares MSCI EAFE ETF
-0.05%
-$23,250 
WBS Webster Financial Corporation
-0.03%
-$15,557.67 
GTLS Chart Industries Inc.
-0.01%
-$1,840 
XPO XPO Inc.
-0.01%
-$1,501.35 Events
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Dividends
Dividend Analysis
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| Trades 575 | Longs Won 345/575 60% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $16.05M |
| Average Win $7.99M | Best Trade (Jun 30) $195.49M | Sharpe Ratio -8.64 |
| Average Loss -$3.62M | Worst Trade (Mar 30) -$61.45M | Z-Score -1.96 (97.79%) |
| Commissions $0 | Avg. Trade Length 5m 3w 6d | Expectancy $3.34M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,610 | 1,449 | 1,288 | 1,127 | 966 | 805 | 644 | 483 | 322 | 161 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 438,000 | $106.23M | $134M | - | $27.77M | 26.14% | +0.219% |
| ACWI iShares MSCI ACWI ETF | 431,900 | $59.76M | $70.09M | - | $10.33M | 17.29% | -0.117% |
| ADBE Adobe Inc. | 105,000 | $28.69M | $27.72M | - | -$964,901.16 | -3.36% | -2.392% |
| ALGN Align Technology, Inc. | 268,000 | $45.2M | $48.59M | - | $3.39M | 7.5% | +2.9% |
| AMD Advanced Micro Devices, Inc. | 388,000 | $225.39M | $199.58M | - | -$25.81M | -11.45% | +6.497% |
| AMLX Amylyx Pharmaceuticals, Inc. Common Stock | 425,000 | $7.63M | $9.19M | - | $1.56M | 20.43% | -3.781% |
| AMPX Amprius Technologies Inc. | 1.03M | $22.49M | $12.94M | - | -$9.55M | -42.46% | +4.774% |
| AMZN Amazon.com Inc | 1.33M | $300.57M | $349.06M | - | $48.49M | 16.13% | -0.935% |
| ANET Arista Networks, Inc. | 319,000 | $41.12M | $63.42M | - | $22.3M | 54.23% | -2.357% |
| APG Api Group Corporation | 314,000 | $13.3M | $13.8M | - | $502,400 | 3.78% | +1.081% |
| ARQT Arcutis Biotherapeutics Inc. | 486,700 | $14.13M | $12.75M | - | -$1.39M | -9.81% | +1.394% |
| ATI ATI Inc. | 80,000 | $15.77M | $18.28M | - | $2.51M | 15.92% | +0.555% |
| AVPT AvePoint, Inc. | 500,000 | $5.61M | $6.74M | - | $1.14M | 20.25% | -1.964% |
| BRK-B Berkshire Hathaway Inc. | 88,000 | $42.26M | $44.35M | - | $2.09M | 4.95% | -0.572% |
| BZ Kanzhun Limited American Depositary Shares | 538,300 | $12.57M | $8.35M | - | -$4.23M | -33.6% | +0.584% |
| CAR Avis Budget Group, Inc. | 235,000 | $34.74M | $32.39M | - | -$2.35M | -6.75% | +0.628% |
| CELC Celcuity Inc. | 1,000 | $99,740 | $92,000 | - | -$7,740 | -7.76% | +6.236% |
| CIEN Ciena Corporation | 93,000 | $45.62M | $39.88M | - | -$5.75M | -12.6% | -3.166% |
| COF Capital One Financial Corporation | 362,400 | $71.09M | $82.39M | - | $11.29M | 15.88% | +1.568% |
| COPX Global X Copper Miners ETF | 500,000 | $38.17M | $42.85M | - | $4.67M | 12.25% | +0.21% |
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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: SanDisk Corporation - $221.52M, NVIDIA Corporation - $129.48M, Alphabet Inc - $120.91M, iShares Core S&P 500 ETF - $100.56M, and Broadcom Inc - $81.73M. 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 - $43.94M, Meta Platforms Inc Class A - $21.65M, Workday Inc - $16.62M, and iShares Bitcoin Trust - $15.05M. 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 $93.18M 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 - $3.12M, and Morgan Stanley - $2.82M. 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.
