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:
25.63%
Gain +3.45%
Monthly
0.26%
Yearly
3.16%
Drawdown
16.68%
$663.21M
Equity
Holdings
$663.21M
Investment
$283.15M
$380.07M
Profit +$22.13M
Realized
-$0
Unrealized
$380.07M
Dividends
$133.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.45%
Profit
$22.13M
Win %
85%
This Week
Compared To Last Week
Gain
3.45%
Profit
$22.13M
Win %
85%
This Month
Compared to last month
Gain
3.45%
Profit
$22.13M
Win %
85%
This Year
Compared to last year
Gain
5.84%
Profit
$36.56M
Win %
85%
INTC Intel Corporation
+3.65%
+$767,564 
DD DuPont de Nemours, Inc.
+1.64%
+$185,562.83 
HAL Halliburton Company
+1.41%
+$79,200 
DUK Duke Energy Corporation
+1.02%
+$30,956.19 
EL The Estée Lauder Companies Inc. Class A
+0.79%
+$118,430 
CSCO Cisco Systems, Inc.
+0.77%
+$304,182 
KO The Coca-Cola Company
+0.7%
+$31,692 
NYT New York Times Co.
+0.59%
+$63,012 
BMY Bristol-Myers Squibb Company
+0.58%
+$39,911.72 
TXT Textron Inc.
+0.51%
+$26,602 
LUV Southwest Airlines Co.
+0.45%
+$102,494.53 
C Citigroup Inc.
+0.17%
+$2,707.52 
ALL Allstate Corporation
+0.16%
+$11,673.6 
GE General Electric Company
+0.15%
+$14,933.24 
OXY Occidental Petroleum Corporation
+0.01%
+$204.64 
019512102
0%
$0 
02364J104
0%
$0 
026351106
0%
$0 
05538M101
0%
$0 
143658102
0%
$0 
144141108
0%
$0 
156686107
0%
$0 
190441105
0%
$0 
204493100
0%
$0 
247025109
0%
$0 
302290101
0%
$0 
31304N107
0%
$0 
338915101
0%
$0 
40642Y105
0%
$0 
55268B106
0%
$0 
607059102
0%
$0 
657201109
0%
$0 
669380107
0%
$0 
695629105
0%
$0 
718154107
0%
$0 
865077101
0%
$0 
881694103
0%
$0 
882848104
0%
$0 
887315109
0%
$0 
92857T107
0%
$0 
934488107
0%
$0 
AF Astoria Financial Corp.
0%
$0 
AGE
0%
$0 
AT
0%
$0 
ATN
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BLS
0%
$0 
CA
0%
$0 
CCU
0%
$0 
CMA Comerica Inc.
0%
$0 
DDAIF Daimler AG
0%
$0 
EMC
0%
$0 
FPL
0%
$0 
G
0%
$0 
GDT
0%
$0 
GLBL
0%
$0 
GPT
0%
$0 
LLTC
0%
$0 
LU
0%
$0 
ODP
0%
$0 
OHP
0%
$0 
OLG
0%
$0 
PCS
0%
$0 
PIR Pier 1 Imports Inc
0%
$0 
RKY
0%
$0 
S
0%
$0 
SBC
0%
$0 
SPLS
0%
$0 
STEI
0%
$0 
SWY
0%
$0 
TYC
0%
$0 
UTX United Technologies Corp
0%
$0 
WAG
0%
$0 
WTNY
0%
$0 
FNMA Fannie Mae
-3.57%
-$15,673.5 
MCK McKesson Corporation
-1.6%
-$43,825.76 
HD The Home Depot, Inc.
-1.19%
-$941,423.33 
BAC Bank of America Corporation
-1.11%
-$50,171.76 
AIG American International Group Inc.
-0.78%
-$2,076.34 
PG Procter & Gamble Co
-0.75%
-$90,944 
MSFT Microsoft Corp.
-0.72%
-$427,512 
LLY Eli Lilly and Company
-0.55%
-$150,994.79 
DE Deere & Company
-0.46%
-$181,159.96 
WMT Walmart Inc.
-0.31%
-$117,180 
MRK Merck & Co., Inc.
-0.26%
-$2,178.79 
MS Morgan Stanley
-0.23%
-$16,313.22 
PFE Pfizer Inc.
-0.22%
-$7,512.91 
GM General Motors Company
-0.14%
-$5,582.5 
IBM International Business Machines Corporation
-0.14%
-$24,947.1 
ABT Abbott Laboratories
-0.11%
-$9,816.03 
ETD Ethan Allen Interiors Inc.
-0.04%
-$844.5 Events
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Dividends
Dividend Analysis
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| Trades 91 | Longs Won 29/91 31% | Profit Factor 28.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.97M |
| Average Win $13.58M | Best Trade (Jul 20) $68.35M | Sharpe Ratio -90.5 |
| Average Loss -$219,890.86 | Worst Trade (Aug 03) -$4.63M | Z-Score -2.68 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 5d | Expectancy $4.18M |
| 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% | 0.02% | 1.76% |
| Consecutive Losing Trades | 3,012 | 2,711 | 2,410 | 2,108 | 1,807 | 1,506 | 1,205 | 904 | 602 | 301 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $18.92M, General Electric Company - $16.16M, Citigroup Inc - $14.56M, International Business Machines Corporation - $7.78M, and Cisco Systems, Inc - $6.35M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does JT Casper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $133.51M earned over time. The largest contributors to dividend income include The Home Depot, Inc - $18.92M, General Electric Company - $16.16M, Citigroup Inc - $14.56M, International Business Machines Corporation - $7.78M, and Cisco Systems, Inc - $6.35M. 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 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 JT Casper's strategy be considered aggressive or moderate?
JT Casper'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 JT Casper's strategy?
JT Casper'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.
