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:
52.29%
Gain +3.18%
Monthly
0.64%
Yearly
7.95%
Drawdown
13.74%
$240M
Equity
Holdings
$240M
Investment
$167.71M
$70.72M
Profit +$6.74M
Realized
-$1.56M
Unrealized
$72.29M
Dividends
$18.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.18%
Profit
$6.74M
Win %
78%
This Week
Compared To Last Week
Gain
2.68%
Profit
$6.26M
Win %
78%
This Month
Compared to last month
Gain
2.68%
Profit
$6.26M
Win %
78%
This Year
Compared to last year
Gain
12.95%
Profit
$27.51M
Win %
78%
ETN Eaton Corporation plc
+7.32%
+$18,684.6 
MSFT Microsoft Corp.
+3.02%
+$25,741.78 
CSCO Cisco Systems, Inc.
+2.14%
+$6,901.2 
OKE ONEOK, Inc.
+1.95%
+$4,196.88 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$1,145.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$145.92 
VUG Vanguard Growth ETF
+1.1%
+$1,869.3 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$179.54 
OEF iShares S&P 100 ETF
+0.95%
+$86.5 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$122.21 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$16.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$36,426.68 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$113.85 
CAT Caterpillar Inc.
+0.7%
+$2,216.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,780.16 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,244.47 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,175.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$613.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$46,806.25 
AVUS Avantis U.S. Equity ETF
+0.57%
+$93,340.8 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$294 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,717.46 
IYW iShares U.S. Technology ETF
+0.46%
+$72.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$270.3 
IWD iShares Russell 1000 Value ETF
+0.44%
+$164.28 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$256.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$17,503.52 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$7,784.32 
VLO Valero Energy Corporation
+0.38%
+$1,207.85 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$53.34 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$976.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$295,863.36 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$1,300.95 
JPM JPMorgan Chase & Co.
+0.27%
+$701.24 
DFAW Dimensional World Equity ETF
+0.22%
+$6.66 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$429.72 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$3.52 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$42.16 
JNJ Johnson & Johnson
+0.21%
+$488.66 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$22.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$19.2 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$13,900.68 
WMT Walmart Inc.
+0.09%
+$217.3 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$16.89 
SOXX iShares Semiconductor ETF
+0.07%
+$5.4 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$119.68 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$20,057.36 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$55.8 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$188.27 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,248.28 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$1,408.4 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$94.08 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$5,356.68 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$47,651.12 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$76.54 
DFAR Dimensional US Real Estate ETF
-0.52%
-$28,591.5 
AVDE Avantis International Equity ETF
-0.46%
-$112,895.58 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$34,722.43 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$1,082.52 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$149.88 
COR Cencora, Inc.
-0.28%
-$890.01 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$83.72 
VTV Vanguard Value ETF
-0.27%
-$256.06 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$2,714.99 
VCRB Vanguard Core Bond ETF
-0.25%
-$17,642.33 
IWN iShares Russell 2000 Value ETF
-0.25%
-$415.78 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$55.68 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$36,496.32 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$572.57 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$2,427.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$933.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$58.5 
EPD Enterprise Products Partners L.P.
-0.18%
-$470.69 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$560.25 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,000 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$84.1 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,921.81 
MUB iShares National Muni Bond ETF
-0.11%
-$1,932.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$14.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,174.65 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$207.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,082.3 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$153.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$338.88 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$10.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 817 | Longs Won 503/817 61% | Profit Factor 5.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $922,940.45 |
| Average Win $170,235.94 | Best Trade (Aug 10) $24.5M | Sharpe Ratio -12.96 |
| Average Loss -$47,473.48 | Worst Trade (Dec 31) -$3.8M | Z-Score -0.6 (45.28%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 3d | Expectancy $86,563.04 |
| 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% | 0.59% |
| Consecutive Losing Trades | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
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
FAQ
Which stocks have generated the highest profits for Janelle Anderson?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $7.5M, Avantis International Equity ETF - $2.95M, Avantis U.S. Equity ETF - $2.42M, Dimensional International Core Equity Market ETF - $1.63M, and Avantis Emerging Markets Equity ETF - $1.31M. 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: Vanguard Total Bond Market Index Fund - $3.99M, Vanguard Short-Term Corporate Bond ETF - $858,961, Vanguard Short-Term Inflation-Protected Securities Index Fund - $285,070.5, Vanguard Tax-Exempt Bond ETF - $166,606.16, and iShares Core U.S. Aggregate Bond ETF - $151,931.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Janelle Anderson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.21M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $3.85M, Dimensional World ex U.S. Core Equity 2 ETF - $2.11M, Avantis International Equity ETF - $2.05M, Vanguard Short-Term Corporate Bond ETF - $1.15M, and Avantis Emerging Markets Equity ETF - $965,756.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Janelle Anderson's monthly returns?
Janelle Anderson's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Janelle Anderson's strategy be considered aggressive or moderate?
Janelle Anderson'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 Janelle Anderson's strategy?
Janelle Anderson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
