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:
91.44%
Gain +0.03%
Monthly
0.84%
Yearly
10.63%
Drawdown
20.6%
$387.8M
Equity
Holdings
$387.8M
Investment
$323.29M
$73.12M
Profit +$29,755.96
Realized
$1.68M
Unrealized
$71.44M
Dividends
$19.7M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$29,755.96
Win %
77%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$795,232.53
Win %
77%
This Month
Compared to last month
Gain
0.82%
Profit
$3.17M
Win %
77%
This Year
Compared to last year
Gain
0.82%
Profit
$3.17M
Win %
78%
MRK Merck & Co., Inc.
+3.8%
+$46,601.94 
VRSK Verisk Analytics Inc.
+2.23%
+$6,468.78 
VZ Verizon Communications Inc.
+2.04%
+$7,260.62 
JPM JPMorgan Chase & Co.
+1.16%
+$2,433.2 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$3,840 
AAPL Apple Inc.
+0.49%
+$7,959.85 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.04%
+$137.91 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
+$3.2 
ADP Automatic Data Processing Inc.
0%
-$0.04 
BITW Bitwise 10 Crypto Index Fund
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CVX Chevron Corporation
0%
$0 
DNN Denison Mines Corp.
0%
$0 
ES Eversource Energy
0%
$0 
GOOG Alphabet Inc
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
-$0.01 
MSFT Microsoft Corp.
0%
+$0.01 
NJR New Jersey Resources Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
SYK Stryker Corporation
0%
-$0.01 
T AT&T Inc.
0%
$0 
TPL Texas Pacific Land Corporation
0%
+$0.01 
XOM Exxon Mobil Corporation
0%
+$0.02 
AVSC Avantis U.S. Small Cap Equity ETF
0%
-$0.89 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFCA Dimensional California Municipal Bond ETF
0%
-$0.01 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
EES WisdomTree U.S. SmallCap Fund
0%
$0 
EELV Invesco S&P Emerging Markets Low Volatility ETF
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EWX SPDR S&P Emerging Markets Small Cap ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.01 
JMOM JPMorgan U.S. Momentum Factor ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.04 
QDF FlexShares Quality Dividend Index Fund
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.04 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
-$0.04 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
NCIQ Hashdex Nasdaq Crypto Index ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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No Data
| Trades 1125 | Longs Won 712/1125 63% | Profit Factor 8.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $469,851.57 |
| Average Win $116,848.11 | Best Trade (Oct 15) $9.21M | Sharpe Ratio -14.31 |
| Average Loss -$24,389 | Worst Trade (Jun 30) -$1.84M | Z-Score 9.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 6d | Expectancy $64,998.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,710 | $1.24M | $1.62M | - | $372,373.43 | 29.96% | +0.495% |
| ADP Automatic Data Processing Inc. | 4,194 | $1.02M | $1.16M | - | $137,376.84 | 13.47% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 89,361 | $6.46M | $8.29M | - | $1.83M | 28.32% | 0.0 |
| AVSC Avantis U.S. Small Cap Equity ETF | 444,747 | $28M | $31.16M | - | $3.16M | 11.27% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 32,405 | $2.96M | $2.97M | - | $1,726.13 | 0.06% | 0.0 |
| BITB Bitwise Bitcoin ETF | 4,467 | $202,623.12 | $201,729.72 | - | -$893.4 | -0.44% | 0.0 |
| BITW Bitwise 10 Crypto Index Fund | 5,205 | $285,728.48 | $280,445.4 | - | -$5,283.08 | -1.85% | 0.0 |
| BR Broadridge Financial Solutions, Inc. | 1,504 | $274,961.28 | $253,333.76 | - | -$21,627.52 | -7.87% | 0.0 |
| CB Chubb Limited | 1,913 | $380,801.93 | $662,204.08 | - | $281,402.15 | 73.9% | 0.0 |
| CVX Chevron Corporation | 4,950 | $592,565.75 | $1.08M | - | $485,197.75 | 81.88% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 6,841 | $246,752.02 | $310,239.35 | - | $63,487.33 | 25.73% | 0.0 |
| DFAE Dimensional Emerging Core Equity Market ETF | 199,366 | $4.88M | $7.75M | - | $2.87M | 58.72% | 0.0 |
| DFAI Dimensional International Core Equity Market ETF | 21,721 | $553,158.53 | $900,987.08 | - | $347,828.55 | 62.88% | 0.0 |
| DFAS Dimensional U.S. Small Cap ETF | 6,908 | $491,641.88 | $541,103.64 | - | $49,461.76 | 10.06% | 0.0 |
| DFAU Dimensional US Core Equity Market ETF | 34,021 | $1.09M | $1.82M | - | $728,484.72 | 66.94% | 0.0 |
| DFAW Dimensional World Equity ETF | 47,501 | $3.46M | $4M | - | $539,906.23 | 15.59% | 0.0 |
| DFCA Dimensional California Municipal Bond ETF | 6,623 | $331,334.12 | $317,970.22 | - | -$13,363.9 | -4.03% | 0.0 |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 113,605 | $3.3M | $4.48M | - | $1.18M | 35.66% | 0.0 |
| DFIS Dimensional International Small Cap ETF | 652,119 | $21.52M | $23.53M | - | $2.01M | 9.35% | 0.0 |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 7,996 | $412,025.84 | $398,920.44 | - | -$13,105.4 | -3.18% | +0.001% |
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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 - $2.4M, iShares MSCI EAFE Small-Cap ETF - $2.08M, WisdomTree U.S. SmallCap Fund - $1.9M, 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 $19.7M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.4M, iShares MSCI International Momentum Factor ETF - $1.88M, iShares MSCI EAFE Small-Cap ETF - $1.33M, Vanguard Emerging Markets Government Bond Fund - $1.01M, and JPMorgan U.S. Momentum Factor ETF - $1.01M. 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.
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