Caroline Jankowski Portfolio
Invests via Operose Advisors LLC | Managed by Dan Stier, Nicholas C. Bauer
Invests via Operose Advisors LLC
Managed by Dan Stier, Nicholas C. Bauer
Automatically Tracked
Caroline Jankowski Profile
Caroline Jankowski has cultivated a distinguished career marked by her strategic leadership in the financial services sector. With extensive experience in investment operations and client relations, she plays an integral role within institutional investment environments. Known for fostering strong partnerships with diverse stakeholders, her expertise lies in optimizing business processes to enhance operational efficiency. Additionally, Jankowski is recognized for her innovative approach to integrating technology solutions into traditional finance practices, driving performance improvements across teams. Her contributions have solidified her reputation as a forward-thinking leader capable of navigating complex market challenges.
Caroline Jankowski has cultivated a distinguished career marked by her strategic leadership in the financial services sector. With extensive experience in investment operations and client relations, she plays an integral role within institutional investment environments. Known for fostering strong partnerships with diverse stakeholders, her expertise lies in optimizing business processes to enhance operational efficiency. Additionally, Jankowski is recognized for her innovative approach to integrating technology solutions into traditional finance practices, driving performance improvements across teams. Her contributions have solidified her reputation as a forward-thinking leader capable of navigating complex market challenges.
Investment Philosophy & Strategy
Growth opportunities are at the forefront of Caroline Jankowski's investment philosophy. Leveraging her extensive background in financial services, she emphasizes innovation as a key driver for success. Her strategic insights enable a keen understanding of emerging market trends, allowing for informed decision-making that seeks to capitalize on disruptive technologies and evolving consumer preferences. By integrating cutting-edge solutions into operational frameworks, she aims to enhance agility within teams while identifying unique pathways to value creation. This forward-looking mindset supports sustainable growth trajectories across various investment initiatives.
Growth opportunities are at the forefront of Caroline Jankowski's investment philosophy. Leveraging her extensive background in financial services, she emphasizes innovation as a key driver for success. Her strategic insights enable a keen understanding of emerging market trends, allowing for informed decision-making that seeks to capitalize on disruptive technologies and evolving consumer preferences. By integrating cutting-edge solutions into operational frameworks, she aims to enhance agility within teams while identifying unique pathways to value creation. This forward-looking mindset supports sustainable growth trajectories across various investment initiatives.
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:
126.14%
Gain -0.77%
Monthly
1.32%
Yearly
16.99%
Drawdown
24.7%
$524.7M
Equity
Holdings
$524.7M
Investment
$385.04M
$158.99M
Profit -$2.44M
Realized
$19.32M
Unrealized
$139.67M
Dividends
$26.7M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$2.44M
Win %
81%
This Week
Compared To Last Week
Gain
-1.44%
Profit
-$7.65M
Win %
81%
This Month
Compared to last month
Gain
-0.94%
Profit
-$4.99M
Win %
81%
This Year
Compared to last year
Gain
1.31%
Profit
$6.93M
Win %
79%
PLTR Palantir Technologies Inc.
+4.66%
+$15,143.01 
VLO Valero Energy Corporation
+3.85%
+$1,588.75 
INTC Intel Corporation
+3.58%
+$1,512.59 
OKLO Oklo Inc.
+2.92%
+$2,996.4 
CMCSA Comcast Corp
+2.79%
+$1,462.6 
META Meta Platforms Inc Class A
+2.79%
+$59,160.47 
LNC Lincoln National Corporation
+2.68%
+$5,900.01 
MSTR Strategy Inc.
+2.39%
+$3,770.47 
PYPL PayPal Holdings Inc
+2.35%
+$3,416.62 
KR Kroger Co.
+2.09%
+$1,287 
BLK BlackRock, Inc.
+1.89%
+$1,425.45 
EIX Edison International
+1.84%
+$10.24 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.65%
+$161.5 
BMY Bristol-Myers Squibb Company
+1.49%
+$475 
UNP Union Pacific Corporation
+1.38%
+$365.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.34%
+$21 
MO Altria Group, Inc.
+1.09%
+$3,430 
WRB W.R. Berkley Corporation
+1.06%
+$25.16 
QCOM QUALCOMM Incorporated
+1.05%
+$610.6 
AAPL Apple Inc.
+1%
+$56,001.05 
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$32,772.6 
CLSE Convergence Long/Short Equity Fund
+0.83%
+$10,283 
RPG Invesco S&P 500 Pure Growth ETF
+0.83%
+$159.25 
GOOGL Alphabet Inc
+0.82%
+$36,149.45 
TJX The TJX Companies, Inc.
+0.79%
+$1,260 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$84,941.17 
SCHM Schwab U.S. Mid-Cap ETF
+0.69%
+$831.5 
SCHW Charles Schwab Corporation
+0.66%
+$3,574.08 
MTG MGIC Investment Corporation
+0.65%
+$3,514.2 
VONE Vanguard Russell 1000 ETF
+0.64%
+$4,569.6 
IWV ISHARES RUSSELL 3000 ETF
+0.62%
+$134.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$1,455.48 
VBK Vanguard Small-Cap Growth ETF
+0.55%
+$300.49 
BSX Boston Scientific Corporation
+0.53%
+$451.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$1,937.58 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.38%
+$163.68 
EPD Enterprise Products Partners L.P.
+0.26%
+$330 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$605.16 
VIRT Virtu Financial, Inc.
+0.19%
+$443.3 
OXY-WT Occidental Petroleum Corporation
+0.19%
+$0.28 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
0%
+$1.51 
SOVF Sovereign's Capital Flourish Fund
0%
+$0.4 
METL Sprott Active Metals & Miners ETF
0%
+$0.25 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.01 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AMC AMC Entertainment Holdings, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APAM Artisan Partners Asset Management Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ARES Ares Management Corporation
0%
-$0.01 
AQST Aquestive Therapeutics Inc.
0%
$0 
ARW Arrow Electronics Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ATI ATI Inc.
0%
$0 
AVAV AeroVironment Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.18 
AVB AvalonBay Communities, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBAI BigBear.ai Holdings Inc.
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BMO Bank of Montreal
0%
-$0.02 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
BRC Brady Corporation
0%
$0 
BRO Brown & Brown Inc.
0%
+$0.01 
BSTZ BlackRock Science and Technology Term Trust
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CAVA Cava Group Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBU Community Bank System, Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHWY Chewy Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMPX Compass Therapeutics Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COR Cencora, Inc.
0%
-$0.01 
CR Crane NXT Co.
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRM Salesforce Inc
0%
-$0.01 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
-$0.07 
CXT Crane NXT Co.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DE Deere & Company
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DHI D.R. Horton, Inc.
0%
-$0.03 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
$0 
DOX Amdocs Limited
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQT EQT Corporation
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FIGS Figs Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
+$0.02 
FIS Fidelity National Information Services, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.1 
HD The Home Depot, Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HPQ HP Inc.
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
IBRX ImmunityBio, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
INSW International Seaways Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
ITW Illinois Tool Works Inc.
0%
$0 
JCI Johnson Controls International plc
0%
+$0.01 
JLL Jones Lang LaSalle Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.03 
JPM JPMorgan Chase & Co.
0%
+$0.04 
KELYA Kelly Services Inc.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KSS Kohl's Corporation
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
-$0.03 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MAS Masco Corporation
0%
$0 
MCD McDonald's Corporation
0%
-$0.06 
MCHP Microchip Technology Incorporated
0%
$0 
MCS Marcus Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MMM 3M Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.13 
MSI Motorola Solutions, Inc.
0%
+$0.01 
MTZ MasTec, Inc. Common Stock
0%
+$0.01 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NMG Nouveau Monde Graphite Inc.
0%
$0 
NPK National Presto Industries Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
OGN Organon & Co.
0%
$0 
OGE Oge Energy Corp.
0%
$0 
ONDS Ondas Holdings Inc.
0%
$0 
ONB Old National Bancorp
0%
$0 
ORCL Oracle Corporation
0%
$0 
OPK Opko Health Inc.
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PAYX Paychex Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PDLB Ponce Financial Group Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PLUG Plug Power Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PODD Insulet Corporation
0%
$0 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
QNCX Quince Therapeutics, Inc.
0%
$0 
RACE Ferrari N.V.
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
RSG Republic Services, Inc.
0%
+$0.01 
RTX RTX Corporation
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCLX Scilex Holding Company
0%
$0 
SMR NuScale Power Corporation
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SRE Sempra
0%
$0 
SSYS Stratasys Ltd.
0%
$0 
T AT&T Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TPB Turning Point Brands Inc.
0%
$0 
TPG TPG Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
U Unity Software Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UEC Uranium Energy Corp.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.04 
VIST Vista Energy, S.A.B. de C.V.
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLTO Veralto Corporation
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WAT Waters Corporation
0%
$0 
WDS Woodside Energy Group Ltd American Depositary Receipt
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WNC Wabash National Corporation
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
WMB The Williams Companies, Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
WTFC Wintrust Financial Corporation
0%
-$0.01 
WYNN Wynn Resorts, Limited
0%
$0 
XMTR Xometry Inc.
0%
$0 
XP Xp Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.01 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BBC Virtus LifeSci Biotech Clinical Trials ETF
0%
+$0.45 
BBJP JPMorgan BetaBuilders Japan Fund
0%
$0 
BBCA JPMorgan BetaBuilders Canada ETF
0%
$0 
BBAX JPMorgan BetaBuilders Developed Markets ETF
0%
$0 
BBEU JPMorgan BetaBuilders Europe Fund
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
0%
-$0.03 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DLS WisdomTree International SmallCap Dividend Fund
0%
+$0.13 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.16 
EES WisdomTree U.S. SmallCap Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
EZM WisdomTree U.S. MidCap Fund
0%
$0 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FIDU Fidelity MSCI Industrials Index ETF
0%
$0 
FMAT Fidelity MSCI Materials Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.01 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.1 
IDV iShares International Select Dividend ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
+$0.05 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.62 
IGE iShares North American Natural Resources ETF
0%
+$0.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.08 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
+$0.17 
IJS iShares S&P Small-Cap 600 Value ETF
0%
+$0.02 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
INTF iShares International Equity Factor ETF
0%
$0 
IMCV iShares Morningstar Mid-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.15 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.2 
IWN iShares Russell 2000 Value ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.17 
IWL iShares Russell Top 200 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVVB iShares Large Cap Deep Buffer ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
+$0.02 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.12 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.01 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
0%
-$6.54 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
0%
-$3.02 
MGC Vanguard Mega Cap ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PDP Invesco Dorsey Wright Momentum ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.01 
PWV Invesco Large Cap Value ETF
0%
$0 
PTLC Pacer Trendpilot US Large Cap ETF
0%
$0 
PWB Invesco Large Cap Growth ETF
0%
$0 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
REET iShares Global REIT ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
-$0.11 
RWL Invesco S&P 500 Revenue ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
+$0.01 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPSK SP Funds Dow Jones Global Sukuk ETF
0%
$0 
TAN Invesco Solar ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.01 
VB Vanguard Small-Cap ETF
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.96 
VOE Vanguard Mid-Cap Value ETF
0%
-$0.01 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTHR Vanguard Russell 3000 ETF
0%
-$8.26 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$2.46 
VTV Vanguard Value ETF
0%
+$0.07 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XHB SPDR S&P Homebuilders ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
+$0.01 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XME SPDR S&P Metals & Mining ETF
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
SMTH ALPS Smith Core Plus Bond ETF
0%
$0 
DSL DoubleLine Income Solutions Fund
0%
$0 
NUKZ Range Nuclear Renaissance ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
SFLO VS Small Cap Free Cash Flow ETF
0%
$0 
COPP Sprott Copper Miners ETF
0%
$0 
AIRJ Airjoule Technologies Corp.
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
FISV Fiserv, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
RBRK Rubrik, Inc.
0%
$0 
TEM Tempus AI, Inc.
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
NBIS Nebius Group N.V.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
ZENA ZenaTech, Inc.
0%
$0 
EXE Expand Energy Corporation
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
AWP abrdn Global Premier Properties Fund
0%
$0 
XYZ Block, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
GTM ZoomInfo Technologies Inc.
0%
$0 
WYFI WhiteFiber, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NTSK Netskope, Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
BLDX Impax Global Infrastructure ETF
0%
$0 PRE
PRE
0%
$0 
NZF Nuveen Municipal Credit Income Fund
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
OIA Invesco Municipal Income Opportunities Trust
0%
$0 
VMO Invesco Municipal Opportunity Trust
0%
$0 G200
G2004J103
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
MATV Mativ Holdings Inc.
-3.28%
-$41 
MCK McKesson Corporation
-2.51%
-$18,138.9 
COP ConocoPhillips
-2.18%
-$2,629.88 
UNH UnitedHealth Group Incorporated
-1.61%
-$1,671.68 
ACN Accenture plc Class A
-0.92%
-$59.4 
BDX Becton, Dickinson and Company
-0.88%
-$330.05 
EW Edwards Lifesciences Corporation
-0.53%
-$89.67 
WMT Walmart Inc.
-0.25%
-$506.92 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$222.96 
DIHP Dimensional International High Profitability Portfolio
-0.01%
-$14.87 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.01%
-$10.1 
FCFS FirstCash Holdings, Inc.
0%
-$0.71 
COST Costco Wholesale Corporation
0%
-$1.03 Events
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Dividends
Dividend Analysis
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| Trades 4540 | Longs Won 3076/4540 67% | Profit Factor 12.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,753.25 |
| Average Win $56,131.73 | Best Trade (Aug 14) $5.91M | Sharpe Ratio -12.01 |
| Average Loss -$9,340.02 | Worst Trade (Dec 31) -$402,631.12 | Z-Score 16.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $35,019.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,605 | $3.64M | $5.68M | - | $2.04M | 56.04% | +0.996% |
| ABBV AbbVie Inc. | 4,615 | $835,570.74 | $1.15M | - | $312,456.61 | 37.39% | 0.0 |
| ABT Abbott Laboratories | 688 | $62,429.12 | $76,306.08 | - | $13,876.96 | 22.23% | 0.0 |
| ACN Accenture plc Class A | 36 | $7,138.44 | $6,425.64 | - | -$712.8 | -9.99% | -0.916% |
| ACWI iShares MSCI ACWI ETF | 87 | $9,987.75 | $14,063.55 | - | $4,075.8 | 40.81% | 0.0 |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,080 | $221,356.59 | $262,558.4 | - | $41,201.81 | 18.61% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,980 | $576,477.36 | $775,945 | - | $199,467.64 | 34.6% | 0.0 |
| ADBE Adobe Inc. | 276 | $97,359 | $71,415 | - | -$25,944 | -26.65% | 0.0 |
| ADI Analog Devices, Inc. | 1,021 | $241,473.59 | $392,503.03 | - | $151,029.44 | 62.54% | 0.0 |
| ADM Archer-Daniels-Midland Co | 879 | $49,473.36 | $70,082.67 | - | $20,609.31 | 41.66% | 0.0 |
| ADP Automatic Data Processing Inc. | 210 | $48,088 | $56,559.3 | - | $8,471.3 | 17.62% | 0.0 |
| AEP American Electric Power Company, Inc. | 545 | $59,388.26 | $67,934.25 | - | $8,545.99 | 14.39% | 0.0 |
| AFL Aflac Inc. | 65 | $6,854.9 | $7,847.45 | - | $992.55 | 14.48% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,847 | $282,853.32 | $277,383.21 | - | -$5,470.11 | -1.93% | 0.0 |
| AIG American International Group Inc. | 6 | $447.18 | $456.84 | - | $9.66 | 2.16% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 30 | $1,091.4 | $1,913.1 | - | $821.7 | 75.29% | 0.0 |
| AIRJ Airjoule Technologies Corp. | 18,080 | $100,163.2 | $114,265.6 | - | $14,102.4 | 14.08% | 0.0 |
| AMC AMC Entertainment Holdings, Inc. | 6 | $47.94 | $15.18 | - | -$32.76 | -68.34% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 8,637 | $1.23M | $4.17M | - | $2.94M | 239.02% | 0.0 |
| AMGN Amgen Inc. | 73 | $22,064.01 | $30,381.14 | - | $8,317.13 | 37.7% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Caroline Jankowski?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $9.6M, SPDR S&P 500 ETF Trust - $3.52M, VANGUARD TOTAL STOCK MKT ETF - $2.94M, iShares International Select Dividend ETF - $2.65M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.04M. 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: Target Corporation - $312,617.31, PayPal Holdings Inc - $197,481.49, iShares MSCI Global Minimum Volatility ETF - $187,362.4, Dow Inc - $164,200.72, and Vanguard ESG International Stock ETF - $152,639.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Caroline Jankowski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.7M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $6.7M, VANGUARD TOTAL STOCK MKT ETF - $2.53M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.09M, iShares International Select Dividend ETF - $1.55M, and Schwab International Equity ETF - $1.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Caroline Jankowski's monthly returns?
Caroline Jankowski'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 Caroline Jankowski's strategy be considered aggressive or moderate?
Caroline Jankowski'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 Caroline Jankowski's strategy?
Caroline Jankowski'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.
