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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:
34.22%
Gain -0.98%
Monthly
1.48%
Yearly
19.29%
Drawdown
16.66%
$4.05B
Equity
Holdings
$4.05B
Investment
$3.64B
$351.49M
Profit -$16.45M
Realized
-$59.05M
Unrealized
$410.54M
Dividends
$55.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$16.45M
Win %
60%
This Week
Compared To Last Week
Gain
0.05%
Profit
$2.07M
Win %
60%
This Month
Compared to last month
Gain
-0.41%
Profit
-$16.45M
Win %
60%
This Year
Compared to last year
Gain
1.95%
Profit
$77.49M
Win %
60%
CMCSA Comcast Corp
+2.79%
+$35,246.53 
EDGU 3EDGE Dynamic U.S. Equity ETF
+0.73%
+$30,425.92 
EQIX Equinix, Inc.
+0.43%
+$6,338.69 
BUYW Main Buywrite ETF
+0.07%
+$7,927.16 
ABNB Airbnb, Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.05 
AJG Arthur J. Gallagher & Co.
0%
-$0.07 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
+$0.02 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
CME CME Group Inc.
0%
-$0.03 
CSGP CoStar Group, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.04 
DD DuPont de Nemours, Inc.
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EVRG Evergy Inc.
0%
$0 
GE General Electric Company
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.01 
JNJ Johnson & Johnson
0%
+$0.04 
JPM JPMorgan Chase & Co.
0%
+$0.07 
LHX L3Harris Technologies, Inc.
0%
+$0.07 
LLY Eli Lilly and Company
0%
-$0.02 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.02 
MCD McDonald's Corporation
0%
-$0.06 
MCHP Microchip Technology Incorporated
0%
$0 
MSCI MSCI Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
+$0.06 
NOW ServiceNow, Inc.
0%
$0 
NTES NetEase, Inc. American Depositary Receipt
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.02 
PNC The PNC Financial Services Group, Inc.
0%
-$0.07 
QCOM QUALCOMM Incorporated
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SOLS Sollensys Corp
0%
$0 
SRE Sempra
0%
$0 
TEL TE Connectivity plc
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.05 
XYL Xylem Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.87 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.8 
IWO iShares Russell 2000 Growth ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
0%
-$65.73 
SECT Main Sector Rotation ETF
0%
+$0.85 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.78 
SNPE Xtrackers S&P 500 ESG ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TMAT Main Thematic Innovation ETF
0%
+$10.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
UUP Invesco DB US Dollar Index Bullish Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.76 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTV Vanguard Value ETF
0%
+$0.03 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
0%
$0 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
0%
$0 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
+$0.44 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XME SPDR S&P Metals & Mining ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
EDGH 3EDGE Dynamic Hard Assets ETF
0%
$0 
EDGI 3EDGE Dynamic International Equity ETF
0%
+$0.07 
EDGF 3Edge Dynamic Fixed Income ETF
0%
$0 
Q Qnity Electronics Inc.
0%
-$0.02 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 645 | Longs Won 396/645 61% | Profit Factor 4.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.97M |
| Average Win $1.16M | Best Trade (Aug 17) $382.26M | Sharpe Ratio -4.81 |
| Average Loss -$425,867.71 | Worst Trade (Mar 30) -$78.48M | Z-Score -0.6 (45.32%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $544,940.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.64% | 9.21% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABNB Airbnb, Inc. | 1,541 | $209,144.41 | $277,526.4 | - | $68,381.99 | 32.7% | 0.0 |
| ABT Abbott Laboratories | 16,944 | $2.17M | $1.88M | - | -$293,786.18 | -13.52% | 0.0 |
| ADI Analog Devices, Inc. | 4,995 | $1.27M | $1.92M | - | $649,269.4 | 51.09% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,840 | $1.16M | $1.15M | - | -$1,959.94 | -0.17% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 6,560 | $1.85M | $1.68M | - | -$178,021.9 | -9.6% | 0.0 |
| AMZN Amazon.com Inc | 2,528 | $570,306.67 | $675,683.84 | - | $105,377.17 | 18.48% | 0.0 |
| AVGO Broadcom Inc. | 1,706 | $569,403.89 | $709,781.3 | - | $140,377.41 | 24.65% | 0.0 |
| AZN AstraZeneca PLC American Depositary Shares | 10,398 | $2.05M | $1.65M | - | -$402,549 | -19.63% | 0.0 |
| BAC Bank of America Corporation | 27,519 | $1.27M | $1.78M | - | $515,023.58 | 40.6% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,800 | $209,542.06 | $211,456 | - | $1,913.94 | 0.91% | 0.0 |
| BLV Vanguard Long-Term Bond ETF | 3,102 | $212,313.21 | $204,452.82 | - | -$7,860.39 | -3.7% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 9,877 | $484,025.89 | $472,318.14 | - | -$11,707.75 | -2.42% | 0.0 |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 18,344 | $358,176 | $358,716.92 | - | $540.92 | 0.15% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 18,262 | $358,207 | $358,756.99 | - | $549.99 | 0.15% | 0.0 |
 BSCS Invesco BulletShares 2028 Corporate Bond ETF | 17,600 | $358,426 | $358,600 | - | $174 | 0.05% | -0.025% |
| BSV Vanguard Short-Term Bond ETF | 5,802 | $448,627.95 | $450,061.14 | - | $1,433.19 | 0.32% | 0.0 |
| BUYW Main Buywrite ETF | 792,716 | $11.06M | $11.61M | - | $541,282.3 | 4.89% | +0.068% |
| CMCSA Comcast Corp | 49,643 | $1.82M | $1.3M | - | -$520,318.57 | -28.59% | +2.788% |
| CME CME Group Inc. | 2,514 | $555,235 | $659,095.38 | - | $103,860.38 | 18.71% | 0.0 |
 COP ConocoPhillips | 11,742 | $1.18M | $1.46M | - | $283,997.15 | 24.11% | -2.184% |
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FAQ
Which stocks have generated the highest profits for Jeffrey Schropp?
The largest contributions to the portfolio's profits come from the following stocks: BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $13.47M, iShares 0-3 Month Treasury Bond ETF - $11.52M, Direxion Daily S&P 500 Bull 3X Shares - $9.82M, ProShares UltraPro S&P500 - $9.66M, and iShares Core S&P 500 ETF - $6.08M. 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 S&P 500 ETF - $73.51M, ARK Innovation ETF Fund - $1.36M, Vanguard Health Care ETF - $1.07M, Accenture plc Class A - $858,585.55, and KraneShares Mount Lucas Managed Futures Index Strategy ETF - $846,091.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Schropp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $55.93M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $14.24M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $13.75M, iShares Core S&P 500 ETF - $6.04M, Vanguard S&P 500 ETF - $4.97M, and BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $3.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Schropp's monthly returns?
Jeffrey Schropp'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 Jeffrey Schropp's strategy be considered aggressive or moderate?
Jeffrey Schropp'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 Jeffrey Schropp's strategy?
Jeffrey Schropp'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.
