JBR
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:
35.93%
Gain +0.56%
Monthly
0.36%
Yearly
4.43%
Drawdown
17.84%
$341.46M
Equity
Holdings
$341.46M
Investment
$269.06M
$74.13M
Profit +$2.13M
Realized
$1.72M
Unrealized
$72.41M
Dividends
$16.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$2.13M
Win %
86%
This Week
Compared To Last Week
Gain
0.88%
Profit
$2.98M
Win %
86%
This Month
Compared to last month
Gain
1.05%
Profit
$3.53M
Win %
86%
This Year
Compared to last year
Gain
9.24%
Profit
$29.2M
Win %
87%
TPL Texas Pacific Land Corporation
+2.54%
+$8,438.4 
T AT&T Inc.
+2.48%
+$7,392.33 
VZ Verizon Communications Inc.
+2.46%
+$9,432.89 
SYK Stryker Corporation
+2.11%
+$5,671.87 
DNN Denison Mines Corp.
+2%
+$600 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$17,359.35 
MAR Marriott International Inc. - Class A
+1.42%
+$6,452.3 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$3,337.2 
AVSC Avantis U.S. Small Cap Equity ETF
+1.15%
+$326,576.61 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+1.12%
+$2,366.4 
NJR New Jersey Resources Corporation
+1.1%
+$9,579 
JNJ Johnson & Johnson
+1.07%
+$4,605.3 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$4,648 
VRSK Verisk Analytics Inc.
+0.99%
+$2,962.8 
EES WisdomTree U.S. SmallCap Fund
+0.98%
+$60,815.76 
VTV Vanguard Value ETF
+0.94%
+$480,831.73 
HIG The Hartford Insurance Group, Inc.
+0.93%
+$2,203.88 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.92%
+$121,910.4 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.92%
+$492,834.75 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$7,111.66 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.86%
+$4,047.75 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$1,776.4 
CVX Chevron Corporation
+0.74%
+$6,781.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.74%
+$49,998.72 
QDF FlexShares Quality Dividend Index Fund
+0.74%
+$3,239.6 
IMTM iShares MSCI International Momentum Factor ETF
+0.7%
+$167,721.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$6,329.1 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$10,684.52 
FNDC Schwab Fundamental International Small Company Index ETF
+0.56%
+$48,076.28 
DFIS Dimensional International Small Cap ETF
+0.51%
+$106,925.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$10,801.51 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$37,134.42 
DFAW Dimensional World Equity ETF
+0.48%
+$16,107.7 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$25,182.8 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$2,029.02 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$36,892.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$31,131.71 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$1,111.82 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$3,527.37 
DUHP Dimensional US High Profitability ETF
+0.39%
+$32,064.16 
LVHI Franklin International Low Volatility High Dividend ETF
+0.39%
+$3,876.96 
ES Eversource Energy
+0.38%
+$1,180.92 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$14,027.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,419 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.33%
+$4,181.5 
XOM Exxon Mobil Corporation
+0.28%
+$3,609.23 
ADP Automatic Data Processing Inc.
+0.2%
+$1,914 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$3,632.2 
NVDA NVIDIA Corporation
+0.14%
+$753.2 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.13%
+$4,142.9 
CB Chubb Limited
+0.1%
+$650.08 
MSFT Microsoft Corp.
+0.1%
+$362.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$482.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,619.73 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$477.84 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$535.37 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$3,163.23 
BITB Bitwise Bitcoin ETF
+0.03%
+$65.78 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$853.62 
DFCA Dimensional California Municipal Bond ETF
+0.01%
+$32.66 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$741.4 
BR Broadridge Financial Solutions, Inc.
0%
$0 
PLTR Palantir Technologies Inc.
-2.35%
-$7,915.61 
AAPL Apple Inc.
-1.52%
-$51,277.5 
MRK Merck & Co., Inc.
-1.41%
-$15,067.08 
IBM International Business Machines Corporation
-0.96%
-$2,533.91 
BITW Bitwise 10 Crypto Index Fund
-0.28%
-$810.63 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$4,670.19 
FBND Fidelity Total Bond ETF
-0.11%
-$4,274.25 
LOW Lowe's Companies Inc.
-0.1%
-$255.42 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$3,302.72 
JCPB JPMorgan Core Plus Bond ETF
-0.07%
-$1,074.64 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$236.04 
DCRE DoubleLine Commercial Real Estate ETF
-0.04%
-$128.26 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$1,339.29 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$1,229.34 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 602/996 60% | Profit Factor 10.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,201.62 |
| Average Win $135,830.29 | Best Trade (Jun 12) $8.97M | Sharpe Ratio -28.17 |
| Average Loss -$19,391.45 | Worst Trade (Jun 30) -$1.84M | Z-Score 5.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $74,427.31 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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