Jacob B. Rue Portfolio
Invests via Shore Point Advisors LLC | Managed by Jacob B. Rue, V, Jason C. Lamb
Invests via Shore Point Advisors LLC
Managed by Jacob B. Rue, V, Jason C. Lamb
Automatically Tracked
Jacob B. Rue Profile
Jacob B. Rue is an influential entrepreneur known for his impactful ventures in the technology sector. His career has seen the successful launch and growth of multiple startups, focusing on innovative solutions that disrupt traditional markets. With a background in engineering and business administration, he combines technical expertise with strategic vision to drive transformation within organizations. As a thought leader, Jacob actively participates in industry discussions and mentorship programs, fostering new talent in the entrepreneurial space. His contributions have established him as a notable figure within startup ecosystems.
Jacob B. Rue is an influential entrepreneur known for his impactful ventures in the technology sector. His career has seen the successful launch and growth of multiple startups, focusing on innovative solutions that disrupt traditional markets. With a background in engineering and business administration, he combines technical expertise with strategic vision to drive transformation within organizations. As a thought leader, Jacob actively participates in industry discussions and mentorship programs, fostering new talent in the entrepreneurial space. His contributions have established him as a notable figure within startup ecosystems.
Investment Philosophy & Strategy
Innovation serves as the cornerstone of Jacob B. Rue's approach to investment and entrepreneurship. Leveraging a rich blend of technical acumen and strategic insight, he targets disruptive technologies poised for growth in emerging markets. The emphasis lies on creating scalable solutions that address pressing consumer needs while navigating competitive landscapes effectively. By engaging deeply with industry trends and fostering collaborative networks, he cultivates an environment ripe for entrepreneurial success. Through this dynamic lens, capital deployment is aligned with visionary ideas aimed at shaping the future of technology-driven businesses.
Innovation serves as the cornerstone of Jacob B. Rue's approach to investment and entrepreneurship. Leveraging a rich blend of technical acumen and strategic insight, he targets disruptive technologies poised for growth in emerging markets. The emphasis lies on creating scalable solutions that address pressing consumer needs while navigating competitive landscapes effectively. By engaging deeply with industry trends and fostering collaborative networks, he cultivates an environment ripe for entrepreneurial success. Through this dynamic lens, capital deployment is aligned with visionary ideas aimed at shaping the future of technology-driven businesses.
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:
81.08%
Gain -0.31%
Monthly
0.91%
Yearly
11.52%
Drawdown
20.56%
$368.4M
Equity
Holdings
$368.4M
Investment
$292.71M
$77.3M
Profit -$627,550.62
Realized
$1.61M
Unrealized
$75.69M
Dividends
$18.34M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$627,550.62
Win %
82%
This Week
Compared To Last Week
Gain
1.89%
Profit
$6.82M
Win %
82%
This Month
Compared to last month
Gain
1.89%
Profit
$6.82M
Win %
82%
This Year
Compared to last year
Gain
1.01%
Profit
$3.68M
Win %
82%
MSFT Microsoft Corp.
+3.02%
+$12,053.69 
NVDA NVIDIA Corporation
+2.93%
+$7,023.31 
CVX Chevron Corporation
+2.35%
+$22,374 
TPL Texas Pacific Land Corporation
+2.11%
+$7,496.99 
VZ Verizon Communications Inc.
+1.52%
+$5,665.8 
VUG Vanguard Growth ETF
+1.1%
+$3,686.52 
ADP Automatic Data Processing Inc.
+0.98%
+$10,862.42 
IBM International Business Machines Corporation
+0.86%
+$1,795.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,469.44 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,985.83 
PLTR Palantir Technologies Inc.
+0.65%
+$1,600 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,345.32 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$19,711.91 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$2,631.79 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$9,615.48 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$33,730.04 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$16,646.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,093.6 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$182,399.36 
MRK Merck & Co., Inc.
+0.32%
+$3,623.26 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,765.89 
JPM JPMorgan Chase & Co.
+0.27%
+$594.08 
DFAW Dimensional World Equity ETF
+0.22%
+$7,941.78 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,701.6 
JNJ Johnson & Johnson
+0.21%
+$958.77 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,002.9 
T AT&T Inc.
+0.17%
+$513.88 
CB Chubb Limited
+0.15%
+$1,013.36 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$8,131.77 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$6,333.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$956.73 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$39.15 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$123.7 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$100,752.68 
SYK Stryker Corporation
-6.42%
-$19,614.52 
DNN Denison Mines Corp.
-3.77%
-$1,100 
ES Eversource Energy
-3.05%
-$10,219.5 
NCIQ Hashdex Nasdaq Crypto Index ETF
-2.97%
-$7,040.64 
VRSK Verisk Analytics Inc.
-2.75%
-$9,053 
NJR New Jersey Resources Corporation
-1.18%
-$11,798.31 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$38,264.28 
LOW Lowe's Companies Inc.
-1.08%
-$2,635.47 
XOM Exxon Mobil Corporation
-0.97%
-$13,716.45 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$18,166.75 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,111.29 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$63,447.12 
MAR Marriott International Inc. - Class A
-0.71%
-$3,026.32 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$7,234.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,690.73 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$5,818.54 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$30,014.2 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,233.28 
DFIS Dimensional International Small Cap ETF
-0.53%
-$118,176.39 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$3,903.39 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$1,200.94 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$36,363.75 
FBND Fidelity Total Bond ETF
-0.27%
-$10,374.12 
VTV Vanguard Value ETF
-0.27%
-$151,519.46 
DUHP Dimensional US High Profitability ETF
-0.27%
-$23,417.02 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$20,122.85 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$53,161.35 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$914.63 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$52,687.08 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$697.76 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$9,389 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$2,403.83 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$11,601.72 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$230.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$2,610.72 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,041.63 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$2,683.36 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$74.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$80.98 Events
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Dividends
Dividend Analysis
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| Trades 1060 | Longs Won 689/1060 65% | Profit Factor 9.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $497,560.43 |
| Average Win $125,621.43 | Best Trade (Aug 05) $9.29M | Sharpe Ratio -12.45 |
| Average Loss -$24,934.37 | Worst Trade (Jun 30) -$1.84M | Z-Score 11.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $72,926.9 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jacob B. Rue?
The largest contributions to the portfolio's profits come from the following stocks: Schwab Fundamental International Small Company Index ETF - $2.8M, Vanguard Value ETF - $2.13M, iShares MSCI EAFE Small-Cap ETF - $2.07M, WisdomTree U.S. SmallCap Fund - $1.87M, and iShares MSCI International Momentum Factor ETF - $1.75M. 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: iShares MSCI USA Momentum Factor ETF - $2.77M, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $733,486.4, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $303,225.99, First Trust TCW Opportunistic Fixed Income Fund - $222,328.19, and Bitwise 10 Crypto Index Fund - $99,584.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jacob B. Rue's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.34M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.14M, iShares MSCI International Momentum Factor ETF - $1.88M, iShares MSCI EAFE Small-Cap ETF - $1.33M, Vanguard Emerging Markets Government Bond Fund - $989,236.5, and WisdomTree Emerging Markets SmallCap Dividend Fund - $890,901.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jacob B. Rue's monthly returns?
Jacob B. Rue'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 Jacob B. Rue's strategy be considered aggressive or moderate?
Jacob B. Rue'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 Jacob B. Rue's strategy?
Jacob B. Rue'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.
