JA
Janelle Anderson Portfolio
Invests via Grand Wealth Management LLC | Managed by Jeffrey S. Williams, Calvin D. Wiersma
Invests via Grand Wealth Management LLC
Managed by Jeffrey S. Williams, Calvin D. Wiersma
Automatically Tracked
Janelle Anderson Profile
Janelle Anderson has established herself as a dynamic leader within the consumer technology sector, demonstrating exceptional acumen in product innovation and market development. With a career that spans various pivotal roles at leading tech firms, she has been instrumental in driving growth strategies that effectively resonate with evolving consumer needs. Her expertise encompasses both startup environments and corporate landscapes, providing her with a unique perspective on scaling operations while maintaining agility. As an advocate for diversity in tech entrepreneurship, Janelle's contributions extend to mentorship initiatives aimed at empowering emerging leaders within the industry. Her engagement reflects not only her commitment to advancing business objectives but also her dedication to fostering inclusive practices across the tech ecosystem.
Janelle Anderson has established herself as a dynamic leader within the consumer technology sector, demonstrating exceptional acumen in product innovation and market development. With a career that spans various pivotal roles at leading tech firms, she has been instrumental in driving growth strategies that effectively resonate with evolving consumer needs. Her expertise encompasses both startup environments and corporate landscapes, providing her with a unique perspective on scaling operations while maintaining agility. As an advocate for diversity in tech entrepreneurship, Janelle's contributions extend to mentorship initiatives aimed at empowering emerging leaders within the industry. Her engagement reflects not only her commitment to advancing business objectives but also her dedication to fostering inclusive practices across the tech ecosystem.
Investment Philosophy & Strategy
Market dynamics in consumer technology often hinge on the capacity to innovate and adapt. Janelle Anderson leverages her extensive experience across startups and established firms to identify opportunities that align with shifting consumer expectations. By prioritizing product differentiation, she champions strategic initiatives that promote growth while ensuring agility in execution. Her focus on mentorship further demonstrates a commitment to nurturing future leaders, emphasizing the importance of diverse perspectives within tech innovation. This multifaceted approach not only drives market expansion but also cultivates an ecosystem where creativity thrives.
Market dynamics in consumer technology often hinge on the capacity to innovate and adapt. Janelle Anderson leverages her extensive experience across startups and established firms to identify opportunities that align with shifting consumer expectations. By prioritizing product differentiation, she champions strategic initiatives that promote growth while ensuring agility in execution. Her focus on mentorship further demonstrates a commitment to nurturing future leaders, emphasizing the importance of diverse perspectives within tech innovation. This multifaceted approach not only drives market expansion but also cultivates an ecosystem where creativity thrives.
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:
44.59%
Gain +0.51%
Monthly
0.49%
Yearly
6.07%
Drawdown
16.58%
$234.37M
Equity
Holdings
$234.37M
Investment
$167.5M
$65.35M
Profit +$1.42M
Realized
-$1.52M
Unrealized
$66.86M
Dividends
$16.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$1.42M
Win %
85%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$2.08M
Win %
85%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.04M
Win %
85%
This Year
Compared to last year
Gain
7.7%
Profit
$16.69M
Win %
86%
JPM JPMorgan Chase & Co.
+2.3%
+$5,382.39 
SOXX iShares Semiconductor ETF
+1.59%
+$139.8 
OKE ONEOK, Inc.
+1.56%
+$3,352.68 
KRE SPDR S&P Regional Banking ETF
+1.51%
+$23.98 
CAT Caterpillar Inc.
+1.48%
+$5,208.12 
VLO Valero Energy Corporation
+1.2%
+$3,100.82 
IWN iShares Russell 2000 Value ETF
+1.17%
+$1,912.68 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$3,797.25 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$249.4 
JNJ Johnson & Johnson
+1.07%
+$2,351.1 
IWD iShares Russell 1000 Value ETF
+1.02%
+$361.86 
IJR iShares Core S&P Small-Cap ETF
+1%
+$357.84 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$11,967.64 
VONV Vanguard Russell 1000 Value Index Fund
+0.96%
+$128.27 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$3,500.64 
VTV Vanguard Value ETF
+0.94%
+$878.85 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$1,772.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$4,191.48 
DFAR Dimensional US Real Estate ETF
+0.87%
+$46,971.75 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$150.28 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$99.9 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$210.6 
AVUS Avantis U.S. Equity ETF
+0.69%
+$112,786.8 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,758.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$554,743.8 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$170.85 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$332.19 
IYW iShares U.S. Technology ETF
+0.62%
+$101.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$48,756 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$32,849.24 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$325.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$11,069.94 
AVDE Avantis International Equity ETF
+0.6%
+$145,151.46 
DCOR Dimensional US Core Equity 1 ETF
+0.59%
+$11,676.48 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,067.8 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,334.91 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$105.05 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$2,387.73 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$60.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$525.6 
AVSU Avantis Responsible U.S. Equity ETF
+0.53%
+$310.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$53.28 
AVSD Avantis Responsible International Equity ETF
+0.51%
+$1,137.92 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$67.64 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$71,047.92 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$77.22 
DFAW Dimensional World Equity ETF
+0.48%
+$14.62 
DFEV Dimensional Emerging Markets Value ETF
+0.47%
+$112.6 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$1,501.08 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$286.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$360.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$70,711.62 
WMT Walmart Inc.
+0.41%
+$1,086.5 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$33,572.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$41.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$15,862.57 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$114.21 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$2,678.34 
OEF iShares S&P 100 ETF
+0.27%
+$24.75 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$41.16 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$1,134.32 
VUG Vanguard Growth ETF
+0.22%
+$381.9 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$15.73 
MSFT Microsoft Corp.
+0.1%
+$756 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$91.21 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$187.5 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$1.2 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$10.12 
ABC AmerisourceBergen Corporation
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
-1.63%
-$37.04 
AAPL Apple Inc.
-1.52%
-$3,681 
CSCO Cisco Systems, Inc.
-0.6%
-$2,073.2 
ETN Eaton Corporation plc
-0.55%
-$1,438.81 
DFGP Dimensional Global Core Fixed Income Fund
-0.11%
-$10,850.76 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$56.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$3,757.18 
AVIG Avantis Core Fixed Income ETF
-0.07%
-$775.71 
EPD Enterprise Products Partners L.P.
-0.07%
-$168.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$728.13 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$209.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$80.38 
VCRB Vanguard Core Bond ETF
-0.04%
-$2,743.71 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$76.7 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$51.88 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$169.44 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$816.46 
MUB iShares National Muni Bond ETF
-0.01%
-$160.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 817 | Longs Won 514/817 62% | Profit Factor 5.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $828,572.23 |
| Average Win $155,420.66 | Best Trade (Jun 12) $21.98M | Sharpe Ratio -260.48 |
| Average Loss -$47,982.83 | Worst Trade (Dec 31) -$3.8M | Z-Score 1.22 (77.71%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 5d | Expectancy $79,984.61 |
| 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% | 0.32% |
| Consecutive Losing Trades | 4,878 | 4,390 | 3,902 | 3,415 | 2,927 | 2,439 | 1,951 | 1,463 | 976 | 488 |
Hover over the desired column for a detailed explanation.
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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