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:
55.24%
Gain -0.01%
Monthly
0.57%
Yearly
7.09%
Drawdown
13.74%
$239.87M
Equity
Holdings
$239.87M
Investment
$174.25M
$65.41M
Profit -$11,304.24
Realized
-$204,815.98
Unrealized
$65.62M
Dividends
$19.06M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$11,304.24
Win %
60%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$11,304.24
Win %
60%
This Month
Compared to last month
Gain
0.82%
Profit
$1.96M
Win %
60%
This Year
Compared to last year
Gain
-0.1%
Profit
-$238,636.18
Win %
66%
KLAC KLA Corporation
+3.29%
+$6,504.33 
CAT Caterpillar Inc.
+2.53%
+$6,983.95 
GLW Corning Incorporated
+2.52%
+$4,767.2 
CSCO Cisco Systems, Inc.
+2.15%
+$4,644.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.09%
+$42,052.32 
AVEM Avantis Emerging Markets Equity ETF
+1.06%
+$157,345.64 
QQQ Invesco QQQ Trust, Series 1
+1.01%
+$3,684.79 
IEMG iShares Core MSCI Emerging Markets ETF
+0.98%
+$50,792 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.95%
+$3,292.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.91%
+$149,417.37 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.82%
+$4,218.39 
ETN Eaton Corporation plc
+0.81%
+$2,347.65 
AAPL Apple Inc.
+0.77%
+$2,346.48 
DFAT Dimensional US Targeted Value ETF
+0.75%
+$8,788.01 
DFSI Dimensional International Sustainability Core 1 ETF
+0.74%
+$7,628.94 
AVDE Avantis International Equity ETF
+0.7%
+$188,173.44 
IEFA iShares Core MSCI EAFE ETF
+0.7%
+$3,458.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.7%
+$3,170.37 
DFSU Dimensional US Sustainability Core 1 ETF
+0.7%
+$3,687.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.7%
+$55,326.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.69%
+$13,845 
AVUV Avantis U.S. Small Cap Value ETF
+0.69%
+$2,453.44 
DFIC Dimensional International Core Equity Market ETF
+0.66%
+$49,723.73 
IVV iShares Core S&P 500 ETF
+0.65%
+$2,720.43 
AVSD Avantis Responsible International Equity ETF
+0.61%
+$1,344 
DCOR Dimensional US Core Equity 1 ETF
+0.6%
+$12,034.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.58%
+$487,036.68 
AVUS Avantis U.S. Equity ETF
+0.57%
+$90,596.84 
DFAR Dimensional US Real Estate ETF
+0.37%
+$19,701.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.27%
+$12,862.33 
MSFT Microsoft Corp.
+0.27%
+$2,142.25 
MUB iShares National Muni Bond ETF
+0.23%
+$3,783.97 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.08%
+$368.56 
IAGG iShares International Aggregate Bond Fund
+0.07%
+$416.43 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$66.05 
JNJ Johnson & Johnson
-0.94%
-$1,919.7 
COR Cencora, Inc.
-0.82%
-$2,547.62 
VLO Valero Energy Corporation
-0.43%
-$1,706.24 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.12%
-$1,359.43 
AVIG Avantis Core Fixed Income ETF
-0.11%
-$1,153.8 
STIP iShares 0-5 Year TIPS Bond ETF
-0.1%
-$512.71 
WMT Walmart Inc.
-0.09%
-$193.5 
VCRB Vanguard Core Bond ETF
-0.08%
-$6,386.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$5,117.28 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$131.5 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.06%
-$156.57 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$808.2 
DFGP Dimensional Global Core Fixed Income Fund
-0.05%
-$4,844.04 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.02%
-$49.54 Events
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Dividends
Dividend Analysis
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| Trades 861 | Longs Won 490/861 56% | Profit Factor 5.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $851,079.85 |
| Average Win $166,832.08 | Best Trade (Aug 13) $24.56M | Sharpe Ratio -685.72 |
| Average Loss -$44,023.68 | Worst Trade (Dec 31) -$3.8M | Z-Score -5.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $75,975.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.5% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 922 | $237,693.66 | $306,901.53 | - | $69,207.87 | 29.12% | +0.77% |
| AVDE Avantis International Equity ETF | 298,688 | $18.41M | $26.88M | - | $8.47M | 45.99% | +0.705% |
| AVEM Avantis Emerging Markets Equity ETF | 158,136 | $8.96M | $15.03M | - | $6.07M | 67.72% | +1.058% |
| AVIG Avantis Core Fixed Income ETF | 25,640 | $1.07M | $1.01M | - | -$58,720.22 | -5.49% | -0.114% |
| AVSD Avantis Responsible International Equity ETF | 2,800 | $140,796.8 | $221,900 | - | $81,103.2 | 57.6% | +0.609% |
| AVUS Avantis U.S. Equity ETF | 123,261 | $9.54M | $15.96M | - | $6.42M | 67.27% | +0.571% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,992 | $217,807.82 | $358,800.64 | - | $140,992.82 | 64.73% | +0.688% |
| CAT Caterpillar Inc. | 334 | $236,625.64 | $282,984.84 | - | $46,359.2 | 19.59% | +2.53% |
| COR Cencora, Inc. | 1,003 | $206,228.94 | $308,161.72 | - | $101,932.78 | 49.43% | -0.82% |
| CSCO Cisco Systems, Inc. | 1,985 | $154,016.15 | $220,533.5 | - | $66,517.35 | 43.19% | +2.152% |
| DCOR Dimensional US Core Equity 1 ETF | 24,069 | $1.61M | $2.01M | - | $401,230.23 | 24.94% | +0.602% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.87M | $55.98M | $84.14M | - | $28.17M | 50.32% | +0.582% |
| DFAR Dimensional US Real Estate ETF | 218,910 | $4.96M | $5.28M | - | $327,221.25 | 6.6% | +0.374% |
| DFAT Dimensional US Targeted Value ETF | 17,402 | $763,990.51 | $1.18M | - | $412,993.76 | 54.06% | +0.752% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 446,022 | $11.43M | $16.57M | - | $5.14M | 45% | +0.91% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 96,672 | $2.28M | $3.88M | - | $1.6M | 70.16% | +1.095% |
| DFGP Dimensional Global Core Fixed Income Fund | 196,912 | $10.61M | $10.25M | - | -$356,802.63 | -3.36% | -0.047% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 4,954 | $259,194.54 | $253,966.81 | - | -$5,227.73 | -2.02% | -0.02% |
| DFIC Dimensional International Core Equity Market ETF | 202,954 | $4.8M | $7.62M | - | $2.82M | 58.7% | +0.657% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 9,214 | $480,553.79 | $457,659.38 | - | -$22,894.41 | -4.76% | +0.081% |
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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 - $7.68M, Avantis International Equity ETF - $3.05M, Avantis U.S. Equity ETF - $2.85M, Dimensional International Core Equity Market ETF - $1.9M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.51M. 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 - $796,179.37, Vanguard Short-Term Inflation-Protected Securities Index Fund - $281,415.41, iShares Core U.S. Aggregate Bond ETF - $151,931.67, and iShares MSCI Emerging Markets ETF - $151,154.34. 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 $19.06M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $4.03M, Dimensional World ex U.S. Core Equity 2 ETF - $2.21M, Avantis International Equity ETF - $2.14M, Vanguard Short-Term Corporate Bond ETF - $1.21M, and Avantis Emerging Markets Equity ETF - $1.07M. 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.
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