JC
JT Casper Portfolio
Invests via ORLEANS CAPITAL MANAGEMENT Corp./LA | Managed by JT Casper
Invests via ORLEANS CAPITAL MANAGEMENT Corp./LA
Managed by JT Casper
Automatically Tracked
JT Casper Profile
With a robust foundation in entrepreneurship and corporate strategy, JT Casper stands out as a dynamic leader within the technology sector. His journey includes co-founding several innovative startups, where he has driven growth through disruptive business models and strategic partnerships. Recognized for his forward-thinking approach to market expansion, Casper possesses an exceptional ability to navigate the complexities of tech-driven landscapes. As companies seek to harness emerging technologies, his insights and experience are invaluable in shaping future opportunities.
With a robust foundation in entrepreneurship and corporate strategy, JT Casper stands out as a dynamic leader within the technology sector. His journey includes co-founding several innovative startups, where he has driven growth through disruptive business models and strategic partnerships. Recognized for his forward-thinking approach to market expansion, Casper possesses an exceptional ability to navigate the complexities of tech-driven landscapes. As companies seek to harness emerging technologies, his insights and experience are invaluable in shaping future opportunities.
Investment Philosophy & Strategy
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:
206.13%
Gain +2.31%
Monthly
1.12%
Yearly
14.33%
Drawdown
37.75%
$830.4M
Equity
Holdings
$830.4M
Investment
$405.9M
$689.18M
Profit +$4.21M
Realized
$264.68M
Unrealized
$424.5M
Dividends
$220.71M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.31%
Profit
$4.21M
Win %
79%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$2.4M
Win %
79%
This Month
Compared to last month
Gain
-0.62%
Profit
-$5.08M
Win %
79%
This Year
Compared to last year
Gain
-10.88%
Profit
$20.12M
Win %
78%
OHP
OHP
+141.32%
+$3.55M 1904
190441105
+115.75%
+$748,761.01 OLG
OLG
+108.91%
+$2.14M 
UTX United Technologies Corp
+93.47%
+$6.72M 
BK The Bank of New York Mellon Corporation
+67.73%
+$298,890.7 WAG
WAG
+52.66%
+$2.53M TYC
TYC
+51.02%
+$1.18M 9344
934488107
+47.21%
+$2.15M CA
CA
+43.98%
+$573,069.93 2044
204493100
+20.62%
+$281,552.05 7181
718154107
+18.51%
+$479,766.74 AT
AT
+17.42%
+$46,000 GDT
GDT
+16.8%
+$1.61M EMC
EMC
+14.38%
+$15,878.87 
GLW Corning Incorporated
+5.18%
+$97,003.5 
MU Micron Technology, Inc.
+4.92%
+$132,929.1 
LRCX Lam Research Corporation
+4.72%
+$16,611 
AMAT Applied Materials, Inc.
+4.29%
+$36,064.02 
NVDA NVIDIA Corporation
+3.03%
+$12,718.7 8816
881694103
+2.97%
+$95,375.5 
MRK Merck & Co., Inc.
+1.92%
+$25,186 LLTC
LLTC
+1.85%
+$51,867.64 
AMD Advanced Micro Devices, Inc.
+1.81%
+$11,666.54 
SYBT Stock Yards Bancorp Inc.
+1.77%
+$7,400 
CAT Caterpillar Inc.
+1.45%
+$62,262.93 
MS Morgan Stanley
+1.2%
+$95,089.74 
COP ConocoPhillips
+1.1%
+$12,012.9 
BLK BlackRock, Inc.
+1.05%
+$20,567.33 
HSBC HSBC Holdings plc Sponsored ADR
+0.88%
+$20,500.48 
TXT Textron Inc.
+0.77%
+$38,488 
COST Costco Wholesale Corporation
+0.56%
+$8,008.6 
DE Deere & Company
+0.29%
+$120,847.34 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$11,647.55 
QCOM QUALCOMM Incorporated
+0.24%
+$1,703.17 
FNMA Fannie Mae
+0.16%
+$729 
ETN Eaton Corporation plc
+0.15%
+$739.67 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$679.1 
ABT Abbott Laboratories
0%
$0 
AIG American International Group Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.29 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
+$0.08 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
C Citigroup Inc.
0%
$0 
CMA Comerica Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
+$0.01 
DD DuPont de Nemours, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ETD Ethan Allen Interiors Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
GE General Electric Company
0%
+$0.06 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.16 
HAL Halliburton Company
0%
$0 
INTC Intel Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
-$0.14 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.1 
LUV Southwest Airlines Co.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCK McKesson Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
+$0.04 
MET MetLife Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
+$0.03 
NEE NextEra Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NYT New York Times Co.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
-$0.04 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.95 
PNC The PNC Financial Services Group, Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SYK Stryker Corporation
0%
+$0.02 
TGT Target Corporation
0%
+$0.14 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
-$0.03 
VLO Valero Energy Corporation
0%
-$0.13 
VZ Verizon Communications Inc.
0%
$0 
WM Waste Management, Inc.
0%
-$0.02 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
GLD SPDR Gold Shares
0%
+$0.03 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.09 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MUB iShares National Muni Bond ETF
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.11 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.11 
VBK Vanguard Small-Cap Growth ETF
0%
+$0.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.01 
VNQ Vanguard Real Estate ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.03 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
+$0.17 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.01 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
PTY PIMCO Corporate & Income Opportunity Fund
0%
$0 
DDAIF Daimler AG
0%
$0 
FDSB Fifth District Bancorp Inc.
0%
$0 
PIR Pier 1 Imports Inc
0%
$0 
NAD Nuveen Quality Municipal Income Fund
0%
$0 6070
607059102
0%
$0 SPLS
SPLS
0%
$0 4064
40642Y105
0%
$0 0263
026351106
0%
$0 0195
019512102
0%
$0 8650
865077101
0%
$0 ODP
ODP
0%
$0 3389
338915101
0%
$0 AGE
AGE
0%
$0 3130
31304N107
0%
$0 1566
156686107
0%
$0 WTNY
WTNY
0%
$0 0553
05538M101
0%
$0 
EFT Eaton Vance Floating-Rate Income Trust
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
NBB Nuveen Taxable Municipal Income Fund
0%
$0 
BBN BlackRock Taxable Municipal Bond Trust
0%
$0 
VKI Invesco Advantage Municipal Income Trust II
0%
$0 
BLW BlackRock Limited Duration Income Trust
0%
$0 
VKQ Invesco Municipal Trust
0%
$0 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 3022
302290101
0%
$0 6693
669380107
0%
$0 STEI
STEI
-77.99%
-$1.96M LU
LU
-52.9%
-$2.36M 0236
02364J104
-52.41%
-$2.59M 5526
55268B106
-48.83%
-$3.69M ATN
ATN
-45.41%
-$956,275.79 G
G
-41.17%
-$1.03M BLS
BLS
-39.82%
-$2.05M CCU
CCU
-29.34%
-$269,545.48 6572
657201109
-26.45%
-$144,918.52 2470
247025109
-23.85%
-$1.87M GPT
GPT
-23.55%
-$232,430.66 1441
144141108
-19.48%
-$447,847.77 RKY
RKY
-16.81%
-$141,818.18 GLBL
GLBL
-14.75%
-$183,441.62 8873
887315109
-13.99%
-$300,118.6 9285
92857T107
-11.05%
-$5,041.79 PCS
PCS
-9.17%
-$63,392.54 SWY
SWY
-6.37%
-$350,934.78 S
S
-6.05%
-$69,230.88 8828
882848104
-4.66%
-$102,291.04 FPL
FPL
-3.96%
-$59,634.87 
META Meta Platforms Inc Class A
-3.38%
-$105,485.08 
HD The Home Depot, Inc.
-3.12%
-$2.68M 6956
695629105
-2.62%
-$56,798.96 
LOW Lowe's Companies Inc.
-2.39%
-$7,582.08 SBC
SBC
-2.23%
-$13,724.09 
TXN Texas Instruments Inc
-1.65%
-$46,871.9 1436
143658102
-1.53%
-$38,465.59 
IBM International Business Machines Corporation
-1.02%
-$205,125.92 
AF Astoria Financial Corp.
-0.99%
-$50,699.03 
AAPL Apple Inc.
-0.87%
-$95,842.46 
ABBV AbbVie Inc.
-0.53%
-$24,803.1 
RTX RTX Corporation
-0.49%
-$16,120.5 
GOOGL Alphabet Inc
-0.08%
-$4,374.33 Events
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Dividends
Dividend Analysis
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No Data
| Trades 8813 | Longs Won 5546/8813 62% | Profit Factor 3.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $824,794.55 |
| Average Win $187,453.73 | Best Trade (Sep 03) $43.32M | Sharpe Ratio -13.08 |
| Average Loss -$102,345.15 | Worst Trade (Mar 30) -$10.44M | Z-Score -2.75 (100%) |
| Commissions $0 | Avg. Trade Length 4y 5m 3w | Expectancy $78,200.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0195 019512102 | 66,400 | $3.98M | $3.98M | - | - | - | 0.0 |
| 0236 02364J104 | 73,400 | $3.1M | $2.36M | - | -$746,826.55 | -24.07% | -52.406% |
| 0263 026351106 | 3,000 | $211,000 | $211,000 | - | - | - | 0.0 |
| 0553 05538M101 | 17,000 | $625,000 | $625,000 | - | - | - | 0.0 |
| 1436 143658102 | 51,900 | $2.27M | $2.48M | - | $213,569.09 | 9.42% | -1.526% |
| 1441 144141108 | 60,800 | $2.15M | $1.85M | - | -$299,494.64 | -13.93% | -19.48% |
| 1566 156686107 | 118,200 | $8.3M | $8.3M | - | - | - | 0.0 |
| 1904 190441105 | 15,800 | $766,509.43 | $1.4M | - | $629,157.24 | 82.08% | +115.745% |
| 2044 204493100 | 59,700 | $1.49M | $1.65M | - | $156,360.79 | 10.49% | +20.624% |
| 2470 247025109 | 187,300 | $6.7M | $5.96M | - | -$738,478.91 | -11.02% | -23.846% |
| 3022 302290101 | 58,202 | $4.42M | $4.42M | - | - | - | 0.0 |
| 3130 31304N107 | 28,750 | $1.12M | $1.12M | - | - | - | 0.0 |
| 3389 338915101 | 118,700 | $4.47M | $4.47M | - | - | - | 0.0 |
| 4064 40642Y105 | 108,950 | $633,000 | $633,000 | - | - | - | 0.0 |
| 5526 55268B106 | 85,300 | $5.5M | $3.87M | - | -$1.64M | -29.75% | -48.827% |
| 6070 607059102 | 34,400 | $3.47M | $3.47M | - | - | - | 0.0 |
| 6572 657201109 | 89,500 | $669,510.62 | $403,081.48 | - | -$266,429.14 | -39.79% | -26.445% |
| 6693 669380107 | 61,100 | $2.14M | $2.14M | - | - | - | 0.0 |
| 6956 695629105 | 54,300 | $1.97M | $2.11M | - | $139,213.94 | 7.07% | -2.624% |
| 7181 718154107 | 75,800 | $3.48M | $3.07M | - | -$404,190.91 | -11.63% | +18.511% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for JT Casper?
The largest contributions to the portfolio's profits come from the following stocks: The Home Depot, Inc - $35.72M, Citigroup Inc - $23.21M, Halliburton Company - $23.17M, General Electric Company - $19.96M, and LUFK - $15.96M. 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: WFT - $21.81M, 02364J104 - $9.08M, SII - $9.07M, LU - $5.85M, and NE - $5.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does JT Casper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $220.71M earned over time. The largest contributors to dividend income include The Home Depot, Inc - $21.22M, Citigroup Inc - $20.31M, General Electric Company - $20.03M, International Business Machines Corporation - $8.01M, and Procter & Gamble Co - $6.55M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are JT Casper's monthly returns?
JT Casper's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can JT Casper's strategy be considered aggressive or moderate?
JT Casper's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow JT Casper's strategy?
JT Casper's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
