John J. Edwards Portfolio
Invests via Breed's Hi LLCapital LLC | Managed by Corient Private Wealth LLC
Invests via Breed's Hi LLCapital LLC
Managed by Corient Private Wealth LLC
Automatically Tracked
John J. Edwards Profile
John J. Edwards has carved out a notable career as an investor-operator with deep experience in private equity and venture capital. His multifaceted background encompasses founding roles at several startups, where he not only secured funding but also guided strategic direction to achieve sustainable growth. With a keen understanding of market dynamics, he is adept at identifying high-potential opportunities within technology and healthcare sectors. This duality of expertise in both investment analysis and operational leadership enables him to drive initiatives that create value across various platforms.
John J. Edwards has carved out a notable career as an investor-operator with deep experience in private equity and venture capital. His multifaceted background encompasses founding roles at several startups, where he not only secured funding but also guided strategic direction to achieve sustainable growth. With a keen understanding of market dynamics, he is adept at identifying high-potential opportunities within technology and healthcare sectors. This duality of expertise in both investment analysis and operational leadership enables him to drive initiatives that create value across various platforms.
Investment Philosophy & Strategy
Identifying value through innovation-driven investing, John J. Edwards capitalizes on his robust experience as both an investor and a founder in the technology and healthcare sectors. His strategic vision emphasizes transformative growth, where assessing market trends informs his investment choices. By leveraging operational insights from startup environments, he engages with promising ventures to facilitate their scalability and competitive edge. The focus remains on fostering long-term relationships while ensuring capital efficiency through hands-on involvement that aligns interests across stakeholders.
Identifying value through innovation-driven investing, John J. Edwards capitalizes on his robust experience as both an investor and a founder in the technology and healthcare sectors. His strategic vision emphasizes transformative growth, where assessing market trends informs his investment choices. By leveraging operational insights from startup environments, he engages with promising ventures to facilitate their scalability and competitive edge. The focus remains on fostering long-term relationships while ensuring capital efficiency through hands-on involvement that aligns interests across stakeholders.
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:
70.43%
Gain -1.64%
Monthly
1.75%
Yearly
23.17%
Drawdown
24.84%
$250.53M
Equity
Holdings
$250.53M
Investment
$175.63M
$76.08M
Profit -$2.9M
Realized
$1.19M
Unrealized
$74.89M
Dividends
$6.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.64%
Profit
-$2.9M
Win %
67%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$634,287.89
Win %
67%
This Month
Compared to last month
Gain
-0.59%
Profit
-$1.47M
Win %
67%
This Year
Compared to last year
Gain
8.47%
Profit
$19.56M
Win %
67%
MMM 3M Company
+9.62%
+$40,759.2 
AMD Advanced Micro Devices, Inc.
+4.55%
+$70,860.6 
ACLS Axcelis Technologies, Inc.
+4.33%
+$17,097.9 
ANET Arista Networks, Inc.
+4.06%
+$23,302.53 
ORCL Oracle Corporation
+3.59%
+$26,870.68 
GM General Motors Company
+3.54%
+$12,060 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$32,258.79 
JBL Jabil Inc.
+2.84%
+$12,166 
TXN Texas Instruments Inc
+2.75%
+$16,122.59 
TSLA Tesla, Inc.
+2.19%
+$12,935.43 
EEM iShares MSCI Emerging Markets ETF
+2.15%
+$8,069.3 
UNH UnitedHealth Group Incorporated
+2.11%
+$6,397.38 
ISRG Intuitive Surgical, Inc.
+2.11%
+$3,166.25 
EWJ iShares MSCI Japan ETF
+1.76%
+$8,705.25 
CAT Caterpillar Inc.
+1.73%
+$10,024.73 
MS Morgan Stanley
+1.67%
+$18,416.01 
DXJ WisdomTree Japan Hedged Equity Fund
+1.67%
+$5,452.99 
GEV GE Vernova Inc.
+1.61%
+$19,476.8 
MRK Merck & Co., Inc.
+1.59%
+$7,092.36 
VGT Vanguard Information Technology ETF
+1.52%
+$157,772.16 
DPZ Domino's Pizza Inc.
+1.51%
+$2,291.52 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$53,731.08 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$28,258.5 
SCHE Schwab Emerging Markets Equity ETF
+1.27%
+$35,305.65 
GS The Goldman Sachs Group, Inc.
+1.22%
+$12,822.6 
GLD SPDR Gold Shares
+1.18%
+$15,445.11 
HUBB Hubbell Inc.
+1.15%
+$4,341.23 
GLDM SPDR Gold MiniShares Trust
+1.14%
+$12,255.3 
QCOM QUALCOMM Incorporated
+1.13%
+$2,470.39 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$33,341.96 
NVDA NVIDIA Corporation
+1.11%
+$205,619.32 
VEU Vanguard FTSE All-World ex-US ETF
+1.07%
+$6,724.23 
HON Honeywell International Inc.
+1.02%
+$1,586.96 
XOM Exxon Mobil Corporation
+1%
+$9,033.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1%
+$161,206.08 
IWF iShares Russell 1000 Growth ETF
+1%
+$89,126.24 
AVGO Broadcom Inc.
+0.99%
+$88,763.18 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.96%
+$60,298.18 
JPM JPMorgan Chase & Co.
+0.94%
+$14,738.35 
ETN Eaton Corporation plc
+0.87%
+$6,798.87 
SCHM Schwab U.S. Mid-Cap ETF
+0.86%
+$34,865.1 
CSCO Cisco Systems, Inc.
+0.8%
+$3,239.1 
ABBV AbbVie Inc.
+0.72%
+$18,762.38 
VT Vanguard Total World Stock ETF
+0.69%
+$14,957.53 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$6,355.44 
BAC Bank of America Corporation
+0.59%
+$3,605.38 
VGK Vanguard FTSE Europe ETF
+0.54%
+$6,094.25 
PH Parker-Hannifin Corporation
+0.52%
+$1,613.53 
NFLX Netflix, Inc.
+0.49%
+$1,857.9 
PFE Pfizer Inc.
+0.48%
+$1,207.32 
LLY Eli Lilly and Company
+0.48%
+$8,132.32 
RTX RTX Corporation
+0.46%
+$2,179.8 
IVV iShares Core S&P 500 ETF
+0.46%
+$17,458.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$208,977.12 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$19,124.77 
IWM iShares Russell 2000 ETF
+0.43%
+$6,575 
META Meta Platforms Inc Class A
+0.4%
+$3,163.32 
VTV Vanguard Value ETF
+0.39%
+$46,312.25 
BX Blackstone Inc.
+0.38%
+$1,964.6 
EMR Emerson Electric Co.
+0.35%
+$1,924.32 
UBER Uber Technologies, Inc.
+0.34%
+$1,802.46 
OEF iShares S&P 100 ETF
+0.34%
+$3,198.03 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$1,966.5 
VRTX Vertex Pharmaceuticals Incorporated
+0.3%
+$1,816.85 
CVX Chevron Corporation
+0.14%
+$471.96 
GEHC GE HealthCare Technologies Inc.
+0.13%
+$225.12 
CG The Carlyle Group Inc.
+0.08%
+$140 
XLV Health Care Select Sector SPDR Fund
+0.06%
+$498.78 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$1,573.44 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$112.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$28.59 
APD Air Products and Chemicals, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
-$0.01 
NOC Northrop Grumman Corporation
-3.12%
-$6,730.13 
ADBE Adobe Inc.
-2.68%
-$7,573.16 
CHKP Check Point Software Technologies Ltd.
-2.44%
-$5,822.29 
MCO Moody's Corporation
-2.15%
-$4,715.37 
WM Waste Management, Inc.
-1.99%
-$14,379.12 
CME CME Group Inc.
-1.74%
-$4,534.74 
CRM Salesforce Inc
-1.74%
-$4,629.64 
MDLZ Mondelez International, Inc.
-1.64%
-$6,360.75 
PANW Palo Alto Networks, Inc.
-1.63%
-$6,532.12 
INTU Intuit Inc.
-1.54%
-$3,742.57 
SYK Stryker Corporation
-1.52%
-$6,420.06 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$6,260.66 
ROP Roper Technologies Inc.
-1.48%
-$1,892.08 
ECL Ecolab Inc.
-1.44%
-$5,377.67 
NOW ServiceNow, Inc.
-1.43%
-$4,072.5 
TJX The TJX Companies, Inc.
-1.35%
-$8,838.79 
WMB The Williams Companies, Inc.
-1.21%
-$4,202.92 
OKE ONEOK, Inc.
-1.2%
-$3,478.72 
ADSK Autodesk, Inc.
-1.18%
-$2,403.18 
ZTS Zoetis Inc.
-1.1%
-$3,093.72 
ADP Automatic Data Processing Inc.
-1.08%
-$4,517.89 
KMI Kinder Morgan, Inc.
-1.07%
-$2,530.5 
HD The Home Depot, Inc.
-1%
-$5,879.72 
COST Costco Wholesale Corporation
-0.99%
-$1,966.3 
MDT Medtronic plc
-0.97%
-$3,185.39 
PG Procter & Gamble Co
-0.95%
-$4,413.36 
LNG Cheniere Energy Inc.
-0.94%
-$2,482.48 
BSX Boston Scientific Corporation
-0.93%
-$2,004.91 
AMZN Amazon.com Inc
-0.92%
-$49,182.21 
MCD McDonald's Corporation
-0.91%
-$1,872.86 
V Visa Inc. Class A
-0.9%
-$6,640.2 
ACN Accenture plc Class A
-0.9%
-$1,793.58 
MA Mastercard Incorporated
-0.84%
-$7,613 
AAPL Apple Inc.
-0.84%
-$101,270.4 
LOW Lowe's Companies Inc.
-0.77%
-$1,515.05 
XLP Consumer Staples Select Sector SPDR Fund
-0.74%
-$6,715.17 
GOOG Alphabet Inc
-0.74%
-$21,184.8 
LIN Linde plc
-0.63%
-$1,876.62 
IGV iShares Expanded Tech-Software Sector ETF
-0.63%
-$2,925 
GOOGL Alphabet Inc
-0.62%
-$24,609.97 
MSFT Microsoft Corp.
-0.61%
-$23,299.56 
CARR Carrier Global Corporation
-0.6%
-$1,392.39 
SBUX Starbucks Corporation
-0.6%
-$1,426.95 
MSI Motorola Solutions, Inc.
-0.55%
-$1,593.01 
T AT&T Inc.
-0.52%
-$928.15 
WMT Walmart Inc.
-0.51%
-$5,333.49 
ABT Abbott Laboratories
-0.5%
-$6,040.44 
ABNB Airbnb, Inc.
-0.43%
-$5,317.2 
PEP PepsiCo, Inc.
-0.42%
-$1,137.74 
BRK-B Berkshire Hathaway Inc.
-0.32%
-$4,087.46 
AXP American Express Company
-0.32%
-$1,551.5 
ARES Ares Management Corporation
-0.31%
-$702.62 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$486.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.21%
-$612 
DE Deere & Company
-0.19%
-$514.08 
HYD VanEck High Yield Muni ETF
-0.16%
-$448.56 
IWD iShares Russell 1000 Value ETF
-0.14%
-$2,882.09 
NEE NextEra Energy, Inc.
-0.14%
-$360.96 
PNC The PNC Financial Services Group, Inc.
-0.12%
-$375.41 
JNJ Johnson & Johnson
-0.11%
-$934.39 
XLRE The Real Estate Select Sector SPDR Fund
-0.09%
-$226.32 
ITW Illinois Tool Works Inc.
-0.04%
-$122.1 
VOE Vanguard Mid-Cap Value ETF
-0.04%
-$875.6 
DIS The Walt Disney Company
-0.02%
-$47.24 Events
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Dividends
Dividend Analysis
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| Trades 504 | Longs Won 343/504 68% | Profit Factor 17.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $686,701.22 |
| Average Win $235,092.4 | Best Trade (Jul 22) $9.12M | Sharpe Ratio -14.7 |
| Average Loss -$28,238.57 | Worst Trade (Jul 24) -$312,602.76 | Z-Score 6.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 6d | Expectancy $150,953.53 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for John J. Edwards?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $1.07M, VANGUARD FTSE DEVELOPED MARKETS ETF - $779,806.75, Vanguard Value ETF - $626,142.66, SPDR Portfolio Developed World ex-US ETF - $431,015.86, and Broadcom Inc - $284,315.27. 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: UnitedHealth Group Incorporated - $48,473.18, Rent the Runway, Inc - $18,210, Arista Networks, Inc - $17,287.04, Merck & Co., Inc - $5,456.45, and Starbucks Corporation - $1,125.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John J. Edwards's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.06M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $982,248.9, VANGUARD FTSE DEVELOPED MARKETS ETF - $720,234.95, Vanguard Value ETF - $543,338.04, SPDR Portfolio Developed World ex-US ETF - $412,496.28, and Vanguard FTSE Emerging Markets ETF - $158,995.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John J. Edwards's monthly returns?
John J. Edwards'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 John J. Edwards's strategy be considered aggressive or moderate?
John J. Edwards'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 John J. Edwards's strategy?
John J. Edwards'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.
