JT
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:
37.49%
Gain +0.76%
Monthly
0.39%
Yearly
4.83%
Drawdown
18.1%
$211.47M
Equity
Holdings
$211.47M
Investment
$167.5M
$46.66M
Profit +$1.8M
Realized
$2.69M
Unrealized
$43.97M
Dividends
$20.98M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.8M
Win %
79%
This Week
Compared To Last Week
Gain
0.86%
Profit
$1.8M
Win %
79%
This Month
Compared to last month
Gain
0.62%
Profit
$1.3M
Win %
79%
This Year
Compared to last year
Gain
3.56%
Profit
$7.23M
Win %
79%
META Meta Platforms Inc Class A
+5.51%
+$30,112.85 
AMZN Amazon.com Inc
+3.3%
+$15,023.83 
VUG Vanguard Growth ETF
+2.95%
+$589,967.01 
EEM iShares MSCI Emerging Markets ETF
+2.81%
+$11,901.21 
MSFT Microsoft Corp.
+2.78%
+$6,076.01 
IUSG iShares Core S&P U.S. Growth ETF
+2.75%
+$69,371.69 
IWF iShares Russell 1000 Growth ETF
+2.49%
+$138,569.2 
VWO Vanguard FTSE Emerging Markets ETF
+2.35%
+$60,806.2 
ESGV Vanguard ESG U.S. Stock ETF
+2.3%
+$75,845.98 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+2.26%
+$8,861.12 
SPEM SPDR Portfolio Emerging Markets ETF
+2.22%
+$40,912.41 
AAPL Apple Inc.
+2.1%
+$22,673.7 
ECL Ecolab Inc.
+2.04%
+$24,204.34 
VV Vanguard Large-Cap Index Fund ETF Shares
+2.03%
+$90,271.11 
IWO iShares Russell 2000 Growth ETF
+1.98%
+$5,372.45 
SPY SPDR S&P 500 ETF Trust
+1.98%
+$9,902.25 
XVV iShares ESG Screened S&P 500
+1.93%
+$5,707.24 
VSGX Vanguard ESG International Stock ETF
+1.91%
+$32,673.27 
DSI iShares MSCI KLD 400 Social ETF
+1.86%
+$59,356.1 
IWB iShares Russell 1000 ETF
+1.76%
+$56,704.89 
VEU Vanguard FTSE All-World ex-US ETF
+1.58%
+$9,133.23 
VO Vanguard Mid-Cap ETF
+1.53%
+$42,252.7 
AOA iShares Core Aggressive Allocation ETF
+1.44%
+$10,148.62 
BRK-B Berkshire Hathaway Inc.
+1.37%
+$3,171.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.33%
+$63,021.4 
VB Vanguard Small-Cap ETF
+1.18%
+$36,840.23 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.09%
+$10,538.67 
IWR iShares Russell Mid-Cap ETF
+1.04%
+$3,991.16 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1%
+$15,015.84 
IWD iShares Russell 1000 Value ETF
+0.99%
+$37,505.54 
VTV Vanguard Value ETF
+0.83%
+$181,519.83 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.78%
+$26,129.28 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.67%
+$6,127.89 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$43,767.56 
VOE Vanguard Mid-Cap Value ETF
+0.46%
+$2,827.39 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.44%
+$5,835.3 
IGOV iShares International Treasury Bond ETF
+0.37%
+$12,499.41 
HYXF iShares ESG Advanced High Yield Fund
+0.36%
+$2,997.51 
IJR iShares Core S&P Small-Cap ETF
+0.28%
+$35,346.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.26%
+$16,025.73 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.26%
+$12,463.91 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.2%
+$4,101.84 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.19%
+$4,336.12 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.15%
+$1,259.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.15%
+$16,712.32 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$928.3 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$19,544.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$4,193.3 
NEE NextEra Energy, Inc.
+0.12%
+$313.2 
BNDX Vanguard Total International Bond ETF
+0.11%
+$10,829.28 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$2,148.35 
JNJ Johnson & Johnson
-1.89%
-$5,438.92 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.89%
-$7,566.55 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$122,558.07 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.72%
-$2,073.75 
USRT iShares Core U.S. REIT ETF
-0.72%
-$38,858.88 
VNQ Vanguard Real Estate ETF
-0.15%
-$455.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$33.2 Events
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Dividends
Dividend Analysis
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| Trades 918 | Longs Won 568/918 61% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $360,774.53 |
| Average Win $112,687.62 | Best Trade (Jun 15) $6.08M | Sharpe Ratio -9.58 |
| Average Loss -$49,556.18 | Worst Trade (Jun 10) -$1.31M | Z-Score 4.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 2d | Expectancy $50,829.96 |
| 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 | 4,274 | 3,846 | 3,419 | 2,991 | 2,564 | 2,137 | 1,709 | 1,282 | 855 | 427 |
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Returns
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