JEN
Jay Eliot Newby Portfolio
Invests via Hancock Prospecting Pty Ltd | Managed by Jay Eliot Newby
Invests via Hancock Prospecting Pty Ltd
Managed by Jay Eliot Newby
Automatically Tracked
Jay Eliot Newby Profile
Veteran investor and operating executive with experience in growth-stage technology and industrials, focused on value creation through operational improvements and strategic M&A. Jay Eliot Newby has advised and led cross-functional teams, overseen portfolio company transformations, and worked with PE sponsors on buy-and-build strategies. Markets view him as a hands-on deal leader with operational bias and governance experience.
Veteran investor and operating executive with experience in growth-stage technology and industrials, focused on value creation through operational improvements and strategic M&A. Jay Eliot Newby has advised and led cross-functional teams, overseen portfolio company transformations, and worked with PE sponsors on buy-and-build strategies. Markets view him as a hands-on deal leader with operational bias and governance experience.
Investment Philosophy & Strategy
Combines operationally driven value investing with active governance and buy‑and‑build execution. Prioritizes control or significant influence positions in growth-stage technology and industrials where operational improvements, strategic M&A, and hands-on portfolio transformation unlock EBITDA expansion. Capital allocation favors disciplined use of leverage for roll-ups, staged equity to align management incentives, and a 3–7 year horizon focused on exit via strategic sale or sponsor-led recapitalization.
Combines operationally driven value investing with active governance and buy‑and‑build execution. Prioritizes control or significant influence positions in growth-stage technology and industrials where operational improvements, strategic M&A, and hands-on portfolio transformation unlock EBITDA expansion. Capital allocation favors disciplined use of leverage for roll-ups, staged equity to align management incentives, and a 3–7 year horizon focused on exit via strategic sale or sponsor-led recapitalization.
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:
68.58%
Gain -0.2%
Monthly
2.79%
Yearly
39.15%
Drawdown
29.64%
$3.59B
Equity
Holdings
$3.59B
Investment
$2.59B
$1.19B
Profit +$13.09M
Realized
$190.78M
Unrealized
$997.02M
Dividends
$27.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
$13.09M
Win %
63%
This Week
Compared To Last Week
Gain
0.36%
Profit
$12.98M
Win %
63%
This Month
Compared to last month
Gain
-6.86%
Profit
-$264.51M
Win %
63%
This Year
Compared to last year
Gain
7.83%
Profit
$260.64M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$12.66M 
GOOGL Alphabet Inc
+6.73%
+$4.49M 
META Meta Platforms Inc Class A
+3.28%
+$1.91M 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$932,833.44 
MSFT Microsoft Corp.
+3.02%
+$2.17M 
NVDA NVIDIA Corporation
+2.93%
+$1.29M 
AR Antero Resources Corporation
+2.38%
+$359,220.12 
LHX L3Harris Technologies, Inc.
+1.9%
+$361,200.56 
EXE Expand Energy Corporation
+1.74%
+$276,604.27 
THNQ Robo Global Artificial Intelligence ETF
+1.65%
+$68,165.72 
LMT Lockheed Martin Corporation
+1.5%
+$336,570 
NOC Northrop Grumman Corporation
+1.43%
+$270,865 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$123,527.25 
EQT EQT Corporation
+1.1%
+$351,771.16 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$14,334.09 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$275,225 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$14,645.12 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$14,601.31 
TSLA Tesla, Inc.
+0.76%
+$49,174.9 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5.67M 
ARTY iShares Future AI & Tech ETF
+0.6%
+$422,076 
RTX RTX Corporation
+0.39%
+$107,520 
AVGO Broadcom Inc.
+0.37%
+$201,600 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$298,906.8 
DELL Dell Technologies Inc.
+0.14%
+$43,058.4 
HBM Hudbay Minerals Inc.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
DJT Trump Media & Technology Group Corp.
-5.01%
-$223,600 
TECK Teck Resources Ltd.
-3.6%
-$23.17M 
NEM Newmont Corporation
-2.14%
-$389,500 
NFLX Netflix, Inc.
-2%
-$283,240 
NXE NexGen Energy Ltd.
-1.82%
-$1.54M 
FOX Fox Corporation Class B Common Stock
-0.76%
-$405,638.4 
MP MP Materials Corp.
-0.7%
-$4.31M 
NIKL Sprott Nickel Miners ETF
-0.47%
-$4,200 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$70,522.09 Events
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Dividends
Dividend Analysis
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| Trades 85 | Longs Won 53/85 62% | Profit Factor 13.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $49.38M |
| Average Win $24.17M | Best Trade (Aug 02) $357.2M | Sharpe Ratio -7.97 |
| Average Loss -$2.91M | Worst Trade (Aug 02) -$25.7M | Z-Score 2.46 (98.63%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $13.97M |
| 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% | 1.35% |
| Consecutive Losing Trades | 1,235 | 1,111 | 988 | 864 | 741 | 617 | 494 | 370 | 247 | 123 |
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 Jay Eliot Newby?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P MidCap 400 ETF Trust - $100.07M, Vanguard S&P 500 ETF - $40.46M, Quimica y Minera Chilena S.A. ADR - $21.85M, iShares Core S&P 500 ETF - $20.17M, and SPDR Dow Jones Industrial Average ETF Trust - $17.01M. 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: 40690E103 - $16.36M, Albemarle Corporation - $1.27M, LAC - $727,494, Lithium Argentina AG - $150,516, and Luminar Technologies, Inc - $108,816. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jay Eliot Newby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.51M earned over time. The largest contributors to dividend income include SPDR S&P MidCap 400 ETF Trust - $5.18M, Teck Resources Ltd - $4.42M, Invesco QQQ Trust, Series 1 - $3.88M, Vanguard S&P 500 ETF - $3.22M, and SPDR Dow Jones Industrial Average ETF Trust - $1.86M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jay Eliot Newby's monthly returns?
Jay Eliot Newby's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jay Eliot Newby's strategy be considered aggressive or moderate?
Jay Eliot Newby's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jay Eliot Newby's strategy?
Jay Eliot Newby'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.
