JP
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:
44.72%
Gain +4.09%
Monthly
2.15%
Yearly
29.17%
Drawdown
21.06%
$7.32B
Equity
Holdings
$7.32B
Investment
$5.39B
$2.55B
Profit +$304.97M
Realized
$624.29M
Unrealized
$1.93B
Dividends
$80.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.09%
Profit
$304.97M
Win %
59%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$144.47M
Win %
59%
This Month
Compared to last month
Gain
0.38%
Profit
$27.78M
Win %
59%
This Year
Compared to last year
Gain
25.43%
Profit
$1.48B
Win %
59%
SNDK SanDisk Corporation
+14.41%
+$64.26M 
ACMR Acm Research Inc.
+14.12%
+$3.96M 
KLAC KLA Corporation
+13.16%
+$3.94M 
LRCX Lam Research Corporation
+12.79%
+$33.74M 
MU Micron Technology, Inc.
+11%
+$67.68M 
MRVL Marvell Technology, Inc.
+10.81%
+$40.83M 
TTMI TTM Technologies, Inc.
+8.52%
+$8.19M 
CX Cemex S.A.B. de C.V. Sponsored ADR
+7.42%
+$1.04M 
GDXJ VanEck Junior Gold Miners ETF
+6.97%
+$10.81M 
LUV Southwest Airlines Co.
+6.67%
+$7.73M 
TPC Tutor Perini Corporation
+6.5%
+$1M 
HON Honeywell International Inc.
+6.22%
+$1.86M 
MOG-A Moog Inc.
+5.87%
+$752,075 
ARQT Arcutis Biotherapeutics Inc.
+5.72%
+$817,950 
TXN Texas Instruments Inc
+5.61%
+$948,599.4 
FUN Six Flags Entertainment Corporation
+5.27%
+$2.14M 
INSM Insmed Inc.
+5.06%
+$2.33M 
NKTR Nektar Therapeutics Inc.
+4.56%
+$159,285 
TSLA Tesla, Inc.
+4.48%
+$4.88M 
SOLS Sollensys Corp.
+4.32%
+$122,205.87 
GE General Electric Company
+4.25%
+$1.49M 
PKG Packaging Corporation of America
+4.03%
+$1.25M 
GILD Gilead Sciences Inc.
+3.77%
+$4.64M 
H Hyatt Hotels Corporation
+3.73%
+$854,400 
AVGO Broadcom Inc.
+3.64%
+$10.89M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$11.74M 
BZ Kanzhun Limited American Depositary Shares
+3.55%
+$282,000 
SE Sea Ltd.
+3.47%
+$193,050 
IAU iShares Gold Trust
+3.2%
+$108,486 
GLDM SPDR Gold MiniShares Trust
+3.2%
+$715,011 
EFA iShares MSCI EAFE ETF
+3.15%
+$961,500 
IBIT iShares Bitcoin Trust
+2.81%
+$1.36M 
ANET Arista Networks, Inc.
+2.8%
+$1.78M 
IBN ICICI Bank Limited Sponsored ADR
+2.71%
+$130,717.5 
AAMI Acadian Asset Management Inc.
+2.56%
+$116,700 
NVDA NVIDIA Corporation
+2.42%
+$9.03M 
VT Vanguard Total World Stock ETF
+2.41%
+$1.93M 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$540,150 
MSGE Madison Square Garden Entertainment Corp.
+2.37%
+$431,250 
GVA Granite Construction Incorporated
+2.36%
+$377,600 
EXPO Exponent Inc.
+2.26%
+$119,125 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+2.06%
+$70,912 
DIS The Walt Disney Company
+1.95%
+$481,250 
BKNG Booking Holdings Inc.
+1.87%
+$900,000 
CELC Celcuity Inc.
+1.71%
+$785,502 
REGN Regeneron Pharmaceuticals, Inc.
+1.6%
+$288,000 
AMZN Amazon.com Inc
+1.37%
+$893,750 
HG Hamilton Insurance Group, Ltd.
+1.33%
+$50,442 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$118,800 
PLD Prologis Inc.
+1.25%
+$183,000 
VRTS Virtus Investment Partners Inc.
+1.17%
+$18,753 
AAPL Apple Inc.
+1.16%
+$2.6M 
HTHT H World Group Limited American Depositary Receipt
+1.1%
+$210,112 
BAC Bank of America Corporation
+0.95%
+$806,000 
QFIN Qifu Technology, Inc. American Depositary Shares
+0.94%
+$35,000 
MCD McDonald's Corporation
+0.92%
+$598,002.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$100,284 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$0.17 
UNP Union Pacific Corporation
+0.7%
+$299,460.16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$434,065.5 
TMUS T-Mobile US, Inc.
+0.63%
+$220,185 
CNO CNO Financial Group Inc.
+0.48%
+$12,912 
KWEB KraneShares CSI China Internet ETF
+0.47%
+$100,000 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.46%
+$39,686.5 
FXI iShares China Large-Cap ETF
+0.42%
+$403,825 
ABCB Ameris Bancorp
+0.34%
+$21,750 
GOOGL Alphabet Inc
+0.33%
+$1.52M 
TAL Tal Education Group
+0.27%
+$17,500 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$156,000 
XEL Xcel Energy Inc.
+0.19%
+$21,600.29 
KVUE Kenvue Inc.
+0.11%
+$39,800 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BOX
0%
$0 
COMP NASDAQ Composite
0%
$0 
INDV
0%
$0 
REVG Rev Group Inc.
0%
$0 
RNAM Avidity Biosciences, Inc.
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
ADSK Autodesk, Inc.
-6.83%
-$574,560 
ADBE Adobe Inc.
-6.25%
-$729,000 
WDAY Workday Inc.
-4.79%
-$988,500 
NOW ServiceNow, Inc.
-2.88%
-$1.01M 
INTU Intuit Inc.
-2.74%
-$101,140 
ADP Automatic Data Processing Inc.
-2.3%
-$169,920.32 
DK Delek US Holdings Inc.
-2.07%
-$253,725 
KVYO Klaviyo Inc.
-1.93%
-$168,000 
MSFT Microsoft Corp.
-1.72%
-$5.06M 
DPZ Domino's Pizza Inc.
-0.98%
-$58,520 
LNG Cheniere Energy Inc.
-0.98%
-$111,155 
AVB AvalonBay Communities, Inc.
-0.9%
-$133,600 
NFLX Netflix, Inc.
-0.89%
-$255,500 
COST Costco Wholesale Corporation
-0.83%
-$665,010 
PGR Progressive Corporation
-0.75%
-$93,940 
SCHW Charles Schwab Corporation
-0.72%
-$462,080 
PDD PDD Holdings Inc. American Depositary Shares
-0.7%
-$47,782.5 
META Meta Platforms Inc Class A
-0.47%
-$1.11M 
CL Colgate-Palmolive Company
-0.45%
-$61,560 
LRN Stride, Inc.
-0.4%
-$195,200 
SJM The J.M. Smucker Company
-0.32%
-$251,600 
FISV Fiserv, Inc.
-0.28%
-$149,250 
PEP PepsiCo, Inc.
-0.25%
-$97,202.7 
WMT Walmart Inc.
-0.23%
-$465,080 
TJX The TJX Companies, Inc.
-0.05%
-$35,200 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$1,600 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 406 | Longs Won 216/406 53% | Profit Factor 5.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $35.57M |
| Average Win $14.31M | Best Trade (Jun 11) $445.81M | Sharpe Ratio -14.02 |
| Average Loss -$2.83M | Worst Trade (Jun 11) -$76.42M | Z-Score -3.76 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $6.29M |
| 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% | 0.05% |
| Consecutive Losing Trades | 2,584 | 2,326 | 2,067 | 1,809 | 1,550 | 1,292 | 1,034 | 775 | 517 | 258 |
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
