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Jeffrey Schropp Portfolio
Invests via POTOMAC FUND MANAGEMENT Inc. /ADV | Managed by Jeffrey Schropp
Invests via POTOMAC FUND MANAGEMENT Inc. /ADV
Managed by Jeffrey Schropp
Automatically Tracked
Jeffrey Schropp Profile
Jeffrey Schropp is a seasoned entrepreneur with extensive experience in building and leading innovative ventures. Having co-founded multiple technology companies, he has played a pivotal role in driving product development and market penetration strategies. His background includes significant leadership positions across various sectors, which have equipped him with deep insights into operational excellence and growth dynamics. Known for his strategic vision, he focuses on fostering collaborative environments that encourage creativity and advancement within the teams he leads. Schropp's contributions to the startup ecosystem underscore his commitment to transforming ideas into successful businesses.
Jeffrey Schropp is a seasoned entrepreneur with extensive experience in building and leading innovative ventures. Having co-founded multiple technology companies, he has played a pivotal role in driving product development and market penetration strategies. His background includes significant leadership positions across various sectors, which have equipped him with deep insights into operational excellence and growth dynamics. Known for his strategic vision, he focuses on fostering collaborative environments that encourage creativity and advancement within the teams he leads. Schropp's contributions to the startup ecosystem underscore his commitment to transforming ideas into successful businesses.
Investment Philosophy & Strategy
Opportunities within the technology landscape often attract innovative thinkers, and few possess the entrepreneurial acumen of Jeffrey Schropp. His expertise in launching startups is complemented by a profound understanding of market needs, which fuels his investment selections. With a keen eye for transformative concepts, he prioritizes scalable business models that align with evolving consumer demands. Leveraging operational insights gained through leadership roles, strategic collaborations are at the forefront of his methodology. This approach not only fosters growth but also cultivates resilience against competitive pressures as ventures develop.
Opportunities within the technology landscape often attract innovative thinkers, and few possess the entrepreneurial acumen of Jeffrey Schropp. His expertise in launching startups is complemented by a profound understanding of market needs, which fuels his investment selections. With a keen eye for transformative concepts, he prioritizes scalable business models that align with evolving consumer demands. Leveraging operational insights gained through leadership roles, strategic collaborations are at the forefront of his methodology. This approach not only fosters growth but also cultivates resilience against competitive pressures as ventures develop.
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:
0.65%
Gain
Monthly
0.04%
Yearly
0.42%
Drawdown
24.69%
$3.22B
Equity
Holdings
$3.22B
Investment
$2.85B
$359.67M
Profit +$2.72M
Realized
-$4.53M
Unrealized
$364.2M
Dividends
$45.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$2.72M
Win %
62%
This Week
Compared To Last Week
Gain
0.48%
Profit
$15.39M
Win %
62%
This Month
Compared to last month
Gain
0.71%
Profit
$22.82M
Win %
62%
This Year
Compared to last year
Gain
11.85%
Profit
$341.06M
Win %
62%
CSGP CoStar Group, Inc.
+4.68%
+$12,156.17 
IDXX IDEXX Laboratories, Inc.
+4.12%
+$11,347.51 
GOOG Alphabet Inc
+3.6%
+$25,641.54 
ISRG Intuitive Surgical, Inc.
+3.54%
+$6,695.13 
AMZN Amazon.com Inc
+3.28%
+$22,904.35 
MSFT Microsoft Corp.
+3.23%
+$78,902.29 
ACN Accenture plc Class A
+3.01%
+$4,428.06 
AZN AstraZeneca PLC American Depositary Shares
+2.89%
+$49,390.5 
MSCI MSCI Inc.
+2.67%
+$10,938.15 
ORCL Oracle Corporation
+2.42%
+$11,473.1 
ABNB Airbnb, Inc.
+2.17%
+$5,511.8 
WFC Wells Fargo & Company
+2%
+$42,322.5 
HD The Home Depot, Inc.
+1.94%
+$33,213.23 
CMCSA Comcast Corp
+1.84%
+$23,094.52 
JPM JPMorgan Chase & Co.
+1.57%
+$37,692.27 
GILD Gilead Sciences Inc.
+1.54%
+$32,577.24 
BAC Bank of America Corporation
+1.48%
+$24,701.1 
USB U.S. Bancorp
+1.46%
+$25,625.08 
NTES NetEase, Inc. American Depositary Receipt
+1.44%
+$8,423.66 
PG Procter & Gamble Co
+1.24%
+$21,187.84 
EMN Eastman Chemical Company
+1.24%
+$6,959.55 
PNC The PNC Financial Services Group, Inc.
+1.17%
+$20,400.73 
ZTS Zoetis Inc.
+1.05%
+$2,461.4 
NOW ServiceNow, Inc.
+1.03%
+$5,927.48 
SHOP Shopify Inc.
+0.89%
+$5,054.15 
XLF Financial Select Sector SPDR Fund
+0.84%
+$2,136.07 
RTX RTX Corporation
+0.81%
+$5,405.51 
ABT Abbott Laboratories
+0.81%
+$11,161.44 
UPS United Parcel Service, Inc.
+0.79%
+$10,691.1 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,449.77 
SNDA Sonida Senior Living Inc.
+0.72%
+$1,852.23 
HON Honeywell International Inc.
+0.69%
+$6,600.2 
V Visa Inc. Class A
+0.64%
+$3,962.64 
XLP Consumer Staples Select Sector SPDR Fund
+0.64%
+$160,456.44 
SBUX Starbucks Corporation
+0.51%
+$1,990.34 
VWO Vanguard FTSE Emerging Markets ETF
+0.51%
+$1,818.29 
VUG Vanguard Growth ETF
+0.5%
+$4,173.39 
VHT Vanguard Health Care ETF
+0.48%
+$130,728.5 
XLV Health Care Select Sector SPDR Fund
+0.46%
+$125,379.22 
EFV iShares MSCI EAFE Value ETF
+0.38%
+$61,920 
WM Waste Management, Inc.
+0.38%
+$4,057.68 
PEP PepsiCo, Inc.
+0.37%
+$3,970.58 
BLV Vanguard Long-Term Bond ETF
+0.35%
+$706.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$479.25 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.22%
+$1,082.76 
ITA iShares U.S. Aerospace & Defense ETF
+0.22%
+$36,159 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$1,919.38 
IVV iShares Core S&P 500 ETF
+0.2%
+$4.52M 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$1,059.08 
MA Mastercard Incorporated
+0.18%
+$1,072.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.15%
+$4,112.37 
IJH iShares Core S&P Mid-Cap ETF
+0.14%
+$482.06 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$511.92 
BNDX Vanguard Total International Bond ETF
+0.12%
+$536.75 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.1%
+$540.81 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$380.38 
EDGF 3Edge Dynamic Fixed Income ETF
+0.04%
+$3,495.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.04%
+$323.5 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$116,147.37 
SRE Sempra
+0.03%
+$217.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$10,415.04 
TFLO iShares Treasury Floating Rate Bond ETF
0%
+$1.49 
SOLS Sollensys Corp
-4.66%
-$28,334.75 
Q Qnity Electronics Inc.
-3.66%
-$60,398.8 
SMH VanEck Semiconductor ETF
-2.89%
-$715,644.82 
MCHP Microchip Technology Incorporated
-2.17%
-$19,910.76 
TMAT Main Thematic Innovation ETF
-2.09%
-$64,536.42 
XME SPDR S&P Metals & Mining ETF
-2%
-$301,796 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-1.96%
-$265,216 
XLE Energy Select Sector SPDR Fund
-1.88%
-$257,121 
COP ConocoPhillips
-1.81%
-$23,878.89 
CVX Chevron Corporation
-1.55%
-$11,046.11 
NVDA NVIDIA Corporation
-1.37%
-$10,880.8 
EQIX Equinix, Inc.
-1.32%
-$19,085.58 
ADI Analog Devices, Inc.
-1.24%
-$22,132.44 
AJG Arthur J. Gallagher & Co.
-1.19%
-$19,340.49 
JNJ Johnson & Johnson
-1.08%
-$8,688.54 
QCOM QUALCOMM Incorporated
-0.94%
-$7,722.27 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.83%
-$239,217.65 
SECT Main Sector Rotation ETF
-0.7%
-$416,233.5 
LLY Eli Lilly and Company
-0.67%
-$5,073.18 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$2,110.92 
EVRG Evergy Inc.
-0.54%
-$3,931.08 
VTV Vanguard Value ETF
-0.43%
-$2,574.69 
AON Aon plc
-0.41%
-$1,364.84 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.4%
-$115,421.49 
TEL TE Connectivity plc
-0.38%
-$4,368.15 
EDGH 3EDGE Dynamic Hard Assets ETF
-0.37%
-$9,474.95 
DXJ WisdomTree Japan Hedged Equity Fund
-0.35%
-$99,335 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.35%
-$99,540.2 
MCD McDonald's Corporation
-0.32%
-$5,377.41 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.31%
-$89,776.99 
EDGU 3EDGE Dynamic U.S. Equity ETF
-0.28%
-$5,250.66 
LHX L3Harris Technologies, Inc.
-0.27%
-$5,309.87 
ILF iShares Latin America 40 ETF
-0.23%
-$35,264 
UUP Invesco DB US Dollar Index Bullish Fund
-0.23%
-$65,512.33 
DD DuPont de Nemours, Inc.
-0.19%
-$2,143.52 
SNPE Xtrackers S&P 500 ESG ETF
-0.17%
-$861.36 
IAU iShares Gold Trust
-0.17%
-$723.58 
SHEL Shell plc
-0.14%
-$3,089.82 
EDGI 3EDGE Dynamic International Equity ETF
-0.11%
-$1,111.72 
BUYW Main Buywrite ETF
-0.1%
-$10,703.64 
SNPS Synopsys, Inc.
-0.09%
-$212.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.01%
-$124.98 
AVGO Broadcom Inc.
-0.01%
-$38.84 Events
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Dividends
Dividend Analysis
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| Trades 537 | Longs Won 333/537 62% | Profit Factor 22.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.47M |
| Average Win $1.13M | Best Trade (Jul 10) $315.53M | Sharpe Ratio -2.56 |
| Average Loss -$82,559.98 | Worst Trade (Dec 31) -$2.72M | Z-Score 0.78 (56.39%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $669,777.24 |
| 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% | 0.02% | 0.5% | 8.22% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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Returns
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