Jarrett Topel Portfolio
Invests via Topel & Distasi Wealth Management LLC | Managed by Jarrett Topel, Gavin DiStasi
Invests via Topel & Distasi Wealth Management LLC
Managed by Jarrett Topel, Gavin DiStasi
Automatically Tracked
Jarrett Topel Profile
Jarrett Topel is a prominent figure in the private equity landscape, renowned for his innovative approach to business development and value creation. With an extensive background in managing diverse portfolios across various sectors, he has played a pivotal role in numerous successful investment ventures. His career is marked by strategic partnerships and operational enhancements that have consistently driven growth within the companies he oversees. As an influential operator, Topel combines industry insights with hands-on leadership to foster lasting improvements and deliver strong returns for stakeholders. His deep expertise positions him as a significant player in shaping emerging market opportunities.
Jarrett Topel is a prominent figure in the private equity landscape, renowned for his innovative approach to business development and value creation. With an extensive background in managing diverse portfolios across various sectors, he has played a pivotal role in numerous successful investment ventures. His career is marked by strategic partnerships and operational enhancements that have consistently driven growth within the companies he oversees. As an influential operator, Topel combines industry insights with hands-on leadership to foster lasting improvements and deliver strong returns for stakeholders. His deep expertise positions him as a significant player in shaping emerging market opportunities.
Investment Philosophy & Strategy
Focusing on operational excellence, Jarrett Topel emphasizes building sustainable business models that drive long-term success. His hands-on leadership style allows for nimble responses to market changes while maintaining a keen eye on growth opportunities within various sectors. By leveraging strategic partnerships and fostering innovation, he seeks to uncover unique avenues for value creation. With a rich history in private equity, his ability to integrate industry knowledge with effective management techniques has led to enhanced competitive positioning across investments. This proactive approach not only facilitates superior financial outcomes but also supports transformative developments within the organizations he champions.
Focusing on operational excellence, Jarrett Topel emphasizes building sustainable business models that drive long-term success. His hands-on leadership style allows for nimble responses to market changes while maintaining a keen eye on growth opportunities within various sectors. By leveraging strategic partnerships and fostering innovation, he seeks to uncover unique avenues for value creation. With a rich history in private equity, his ability to integrate industry knowledge with effective management techniques has led to enhanced competitive positioning across investments. This proactive approach not only facilitates superior financial outcomes but also supports transformative developments within the organizations he champions.
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:
40.85%
Gain +0.02%
Monthly
0.37%
Yearly
4.58%
Drawdown
14.9%
$205.04M
Equity
Holdings
$205.04M
Investment
$166.05M
$42.38M
Profit +$49,335.4
Realized
$3.39M
Unrealized
$38.99M
Dividends
$22.75M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$49,335.4
Win %
63%
This Week
Compared To Last Week
Gain
0.02%
Profit
$49,335.4
Win %
63%
This Month
Compared to last month
Gain
0.56%
Profit
$1.14M
Win %
63%
This Year
Compared to last year
Gain
-1.23%
Profit
-$2.54M
Win %
66%
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.53%
+$14,108.92 
IWF iShares Russell 1000 Growth ETF
+1.26%
+$71,756.7 
IJR iShares Core S&P Small-Cap ETF
+1.23%
+$140,576.18 
VUG Vanguard Growth ETF
+1.16%
+$245,220.15 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.14%
+$9,509.63 
IJH iShares Core S&P Mid-Cap ETF
+1.12%
+$82,266.91 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.09%
+$14,589.15 
IUSG iShares Core S&P U.S. Growth ETF
+1.08%
+$28,680.62 
ESGE iShares ESG Aware MSCI EM ETF
+1.08%
+$3,865.09 
VSGX Vanguard ESG International Stock ETF
+1.06%
+$16,864 
IWO iShares Russell 2000 Growth ETF
+1.02%
+$2,613.23 
NEE NextEra Energy, Inc.
+1.02%
+$2,442.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.01%
+$42,506.99 
EEM iShares MSCI Emerging Markets ETF
+1.01%
+$3,707.1 
DSI iShares MSCI KLD 400 Social ETF
+1%
+$33,417.6 
ECL Ecolab Inc.
+1%
+$12,169.24 
AMZN Amazon.com Inc
+1%
+$4,892.97 
IWM iShares Russell 2000 ETF
+0.91%
+$1,751.69 
VB Vanguard Small-Cap ETF
+0.91%
+$25,095.2 
VEU Vanguard FTSE All-World ex-US ETF
+0.85%
+$4,371.5 
ESGV Vanguard ESG U.S. Stock ETF
+0.84%
+$28,700.74 
IEFA iShares Core MSCI EAFE ETF
+0.83%
+$136,256 
AAPL Apple Inc.
+0.8%
+$6,691.22 
IWB iShares Russell 1000 ETF
+0.79%
+$26,102.86 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.76%
+$2,091.32 
SPY SPDR S&P 500 ETF Trust
+0.75%
+$3,874.51 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.72%
+$32,240.22 
XVV iShares ESG Screened S&P 500
+0.72%
+$2,165.29 
IWR iShares Russell Mid-Cap ETF
+0.69%
+$2,564.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.68%
+$16,801.64 
SPEM SPDR Portfolio Emerging Markets ETF
+0.55%
+$7,299.42 
VO Vanguard Mid-Cap ETF
+0.53%
+$13,953.24 
MSFT Microsoft Corp.
+0.4%
+$3,910.25 
VNQ Vanguard Real Estate ETF
+0.4%
+$1,107.36 
META Meta Platforms Inc Class A
+0.38%
+$3,088.54 
USRT iShares Core U.S. REIT ETF
+0.37%
+$18,037.29 
HYXF iShares ESG Advanced High Yield Fund
+0.35%
+$2,902.99 
AOA iShares Core Aggressive Allocation ETF
+0.33%
+$2,399.47 
IWD iShares Russell 1000 Value ETF
+0.32%
+$12,284.15 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.3%
+$10,070.66 
IGOV iShares International Treasury Bond ETF
+0.23%
+$7,607.61 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.21%
+$10,209.15 
VOE Vanguard Mid-Cap Value ETF
+0.18%
+$1,134.06 
BNDX Vanguard Total International Bond ETF
+0.18%
+$17,426.7 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.17%
+$10,208.25 
VTV Vanguard Value ETF
+0.1%
+$20,330.73 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$103.84 
JNJ Johnson & Johnson
-1.09%
-$3,366.38 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$781.96 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$17,123.93 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$783.08 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$245.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$2,647.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,493.19 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.07%
-$1,460.23 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$1,075.65 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.03%
-$3,345.88 Events
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Dividends
Dividend Analysis
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| Trades 966 | Longs Won 539/966 55% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $353,765.2 |
| Average Win $118,115.99 | Best Trade (Sep 04) $6.47M | Sharpe Ratio -9.6 |
| Average Loss -$49,846.15 | Worst Trade (Oct 05) -$1.65M | Z-Score -2.81 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 6d | Expectancy $43,871.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,115 | 3,704 | 3,292 | 2,881 | 2,469 | 2,058 | 1,646 | 1,235 | 823 | 412 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,525 | $468,111.21 | $840,749.25 | - | $372,638.04 | 79.6% | +0.802% |
| AMZN Amazon.com Inc | 1,969 | $433,459.53 | $493,657.83 | - | $60,198.3 | 13.89% | +1.001% |
| AOA iShares Core Aggressive Allocation ETF | 7,383 | $553,708.9 | $720,100.9 | - | $166,392 | 30.05% | +0.334% |
| BND Vanguard Total Bond Market Index Fund | 9,775 | $751,761.72 | $684,347.75 | - | -$67,413.97 | -8.97% | -0.114% |
| BNDX Vanguard Total International Bond ETF | 205,020 | $10.7M | $9.61M | - | -$1.09M | -10.18% | +0.182% |
| BRK-B Berkshire Hathaway Inc. | 472 | $217,242.72 | $236,339.84 | - | $19,097.12 | 8.79% | +0.044% |
| DSI iShares MSCI KLD 400 Social ETF | 22,656 | $2.07M | $3.36M | - | $1.28M | 61.81% | +1.005% |
| ECL Ecolab Inc. | 4,474 | $646,135.08 | $1.23M | - | $579,651.44 | 89.71% | +1.003% |
| EEM iShares MSCI Emerging Markets ETF | 5,492 | $252,224.88 | $370,627.62 | - | $118,402.74 | 46.94% | +1.01% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 2,716 | $176,151.43 | $279,259.12 | - | $103,107.69 | 58.53% | +0.755% |
| ESGE iShares ESG Aware MSCI EM ETF | 6,607 | $220,170.89 | $361,931.46 | - | $141,760.57 | 64.39% | +1.079% |
| ESGV Vanguard ESG U.S. Stock ETF | 25,287 | $2.15M | $3.46M | - | $1.31M | 60.82% | +0.837% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 25,595 | $957,591.71 | $1.35M | - | $397,407.59 | 41.5% | +1.088% |
| GOVT iShares U.S. Treasury Bond ETF | 687,708 | $16.89M | $15.01M | - | -$1.88M | -11.13% | -0.114% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 78,525 | $6.35M | $6.05M | - | -$305,818.48 | -4.81% | +0.169% |
| HYXF iShares ESG Advanced High Yield Fund | 18,729 | $868,928.73 | $841,493.97 | - | -$27,434.76 | -3.16% | +0.346% |
| IEFA iShares Core MSCI EAFE ETF | 170,320 | $12.06M | $16.48M | - | $4.41M | 36.59% | +0.834% |
| IGOV iShares International Treasury Bond ETF | 84,529 | $3.57M | $3.36M | - | -$212,808.13 | -5.96% | +0.227% |
| IJH iShares Core S&P Mid-Cap ETF | 100,941 | $5.7M | $7.42M | - | $1.72M | 30.28% | +1.121% |
| IJR iShares Core S&P Small-Cap ETF | 83,428 | $9.36M | $11.57M | - | $2.21M | 23.6% | +1.23% |
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FAQ
Which stocks have generated the highest profits for Jarrett Topel?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $2.57M, iShares Russell 1000 Growth ETF - $2.37M, Schwab U.S. Large-Cap Growth ETF - $2.27M, SPDR Portfolio Developed World ex-US ETF - $1.56M, and iShares Core S&P 500 ETF - $1.55M. 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 Core S&P U.S. Growth ETF - $667,038.67, Schwab U.S. Large-Cap ETF - $527,914.49, State Street SPDR Portfolio S&P 500 ETF - $519,649.9, Schwab Emerging Markets Equity ETF - $424,635.94, and Vanguard Short-Term Bond ETF - $408,332.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jarrett Topel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.75M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.89M, iShares Core MSCI EAFE ETF - $1.82M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.74M, iShares Broad USD High Yield Corporate Bond ETF - $1.58M, and iShares U.S. Treasury Bond ETF - $1.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jarrett Topel's monthly returns?
Jarrett Topel'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 Jarrett Topel's strategy be considered aggressive or moderate?
Jarrett Topel's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jarrett Topel's strategy?
Jarrett Topel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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