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:
37.19%
Gain +0.54%
Monthly
0.43%
Yearly
5.3%
Drawdown
14.9%
$210.62M
Equity
Holdings
$210.62M
Investment
$167.46M
$47.97M
Profit +$1.2M
Realized
$3.39M
Unrealized
$44.58M
Dividends
$22.14M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.2M
Win %
73%
This Week
Compared To Last Week
Gain
2.09%
Profit
$4.31M
Win %
73%
This Month
Compared to last month
Gain
2.09%
Profit
$4.31M
Win %
73%
This Year
Compared to last year
Gain
1.47%
Profit
$3.05M
Win %
74%
IWO iShares Russell 2000 Growth ETF
+1.53%
+$4,191.17 
VB Vanguard Small-Cap ETF
+1.37%
+$39,862.82 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$104,978.64 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.33%
+$11,747.6 
IWR iShares Russell Mid-Cap ETF
+1.2%
+$4,644.44 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.15%
+$3,313.52 
VSGX Vanguard ESG International Stock ETF
+1.14%
+$18,451.2 
IWM iShares Russell 2000 ETF
+1.11%
+$2,287.21 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$185,649.14 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.07%
+$15,101.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.07%
+$46,099.13 
VEU Vanguard FTSE All-World ex-US ETF
+1.01%
+$5,308.25 
SPEM SPDR Portfolio Emerging Markets ETF
+1%
+$13,318.24 
ESGE iShares ESG Aware MSCI EM ETF
+0.96%
+$3,303.5 
EEM iShares MSCI Emerging Markets ETF
+0.95%
+$3,405.06 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$49,643 
JNJ Johnson & Johnson
+0.88%
+$2,707.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.85%
+$21,422.04 
AMZN Amazon.com Inc
+0.81%
+$4,371.18 
VUG Vanguard Growth ETF
+0.81%
+$168,150.96 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$27,815.84 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$92,603.41 
IWB iShares Russell 1000 ETF
+0.75%
+$24,992.02 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$18,530 
AOA iShares Core Aggressive Allocation ETF
+0.68%
+$4,946.61 
VO Vanguard Mid-Cap ETF
+0.67%
+$18,272.1 
XVV iShares ESG Screened S&P 500
+0.66%
+$1,993.7 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.63%
+$28,432.17 
DSI iShares MSCI KLD 400 Social ETF
+0.62%
+$20,617.19 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$3,172.51 
ECL Ecolab Inc.
+0.6%
+$7,650.63 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.57%
+$5,764.03 
IWD iShares Russell 1000 Value ETF
+0.56%
+$21,974.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$16,330.8 
USRT iShares Core U.S. REIT ETF
+0.46%
+$24,311.13 
IGOV iShares International Treasury Bond ETF
+0.44%
+$15,215.22 
VTV Vanguard Value ETF
+0.42%
+$91,004.22 
VNQ Vanguard Real Estate ETF
+0.4%
+$1,199.64 
META Meta Platforms Inc Class A
+0.37%
+$2,435.35 
AAPL Apple Inc.
+0.29%
+$2,323 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$1,429.25 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$1,466.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.19%
+$11,778.75 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$1,529.99 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$21,191.27 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$27,508.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$3,800.86 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$5,735.86 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.16%
+$8,167.32 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$5,163.12 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.15%
+$3,231.99 
BNDX Vanguard Total International Bond ETF
+0.12%
+$12,301.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.08%
+$245.72 
HYXF iShares ESG Advanced High Yield Fund
+0.07%
+$561.87 
NEE NextEra Energy, Inc.
+0.06%
+$156.6 
MSFT Microsoft Corp.
+0.03%
+$245.57 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$1,326.32 Events
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Dividends
Dividend Analysis
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| Trades 966 | Longs Won 580/966 60% | Profit Factor 3.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,835.68 |
| Average Win $115,741.34 | Best Trade (Aug 08) $6.25M | Sharpe Ratio -8.97 |
| Average Loss -$49,645.69 | Worst Trade (Aug 08) -$1.4M | Z-Score 0.74 (53.87%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 3d | Expectancy $49,655.01 |
| 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 | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
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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 - $2.48M, 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 $22.14M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $1.82M, Vanguard Value ETF - $1.8M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.69M, iShares Broad USD High Yield Corporate Bond ETF - $1.52M, and iShares U.S. Treasury Bond ETF - $1.43M. 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.
