Jade Eagles

Jade Eagles Portfolio

Invests via WEALTHGARDEN F.S. LLC | Managed by Jade Eagles, Josephti S. Cruz, Wendy Turk
Invests via WEALTHGARDEN F.S. LLC
Managed by Jade Eagles, Josephti S. Cruz, Wendy Turk
Automatically Tracked
Tracking: 0 Updated: 16 hours ago
Jade Eagles Profile

Growth-stage investor and operator focused on consumer technology and sustainability, Jade Eagles leads sourcing and board-level oversight for early growth companies. She specializes in revenue scaling, go-to-market execution and capital formation across Series A–C, and serves as adviser and board director to startups and VC-backed management teams.

Growth-stage investor and operator focused on consumer technology and sustainability, Jade Eagles leads sourcing and board-level oversight for early growth companies. She specializes in revenue scaling, go-to-market execution and capital formation across Series A–C, and serves as adviser and board director to startups and VC-backed management teams.

Investment Philosophy & Strategy

Active growth-stage investor concentrating on consumer technology and sustainable businesses, prioritizing companies with clear unit economics and repeatable go-to-market models. Emphasizes board-level partnership to accelerate revenue scaling, customer acquisition efficiency, and predictable retention metrics. Capital deployment favors Series A–C rounds with staged follow-on allocations tied to GTM and ARR milestones. Underwriting balances rapid top-line growth with margin expansion, operational playbooks, and founder alignment; exit planning is oriented toward strategic acquirers and growth IPO windows.

Active growth-stage investor concentrating on consumer technology and sustainable businesses, prioritizing companies with clear unit economics and repeatable go-to-market models. Emphasizes board-level partnership to accelerate revenue scaling, customer acquisition efficiency, and predictable retention metrics. Capital deployment favors Series A–C rounds with staged follow-on allocations tied to GTM and ARR milestones. Underwriting balances rapid top-line growth with margin expansion, operational playbooks, and founder alignment; exit planning is oriented toward strategic acquirers and growth IPO windows.

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:
26.4%
Gain -0.68%
Monthly
0.9%
Yearly
11.39%
Drawdown
11.3%
$177.83M
Equity
Holdings
$177.83M
Investment
$151.63M
$52.58M
Profit -$1.21M
Realized
$26.38M
Unrealized
$26.2M
Dividends
$12.57M

Goals

Avg. 68% completed goals
Yearly
Gain > 5%
2026
36%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.21M
Win %
71%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$506,609.68
Win %
71%
This Month
Compared to last month
Gain
-0.68%
Profit
-$1.21M
Win %
71%
This Year
Compared to last year
Gain
1.78%
Profit
$2.89M
Win %
73%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$201,614.98
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$94,682.34
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$40,850.46
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$13,948.98
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$58,308.61
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$55,801.1
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$138,673.23
Corning Incorporated logo
GLW Corning Incorporated
+2.24%
+$2,896.68
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+1.89%
+$14,569.35
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$8,349.8
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$8,418.47
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$83,627.52
iShares Large Cap Core ACT ETF logo
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$25,682.63
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$5,757.21
Amplify Cybersecurity ETF logo
HACK Amplify Cybersecurity ETF
+1.2%
+$4,241.8
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$25,606.68
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.1%
+$3,201.06
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,561.5
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1%
+$4,825.02
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.95%
+$13,698.1
iShares ESG Aware MSCI EM ETF logo
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,480.67
iShares U.S. Thematic Rotation Active ETF logo
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$13,940.3
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
+0.81%
+$8,362.15
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$40,875.19
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,524.51
SPDR S&P Aerospace & Defense ETF logo
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,519.23
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
+0.77%
+$12,521.76
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$8,845.21
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,576.57
Innovator U.S. Equity Buffer ETF logo
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$2,629.56
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,819.08
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,648.34
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.71%
+$1,739.89
iShares Flexible Equity Active ETF logo
BFLX iShares Flexible Equity Active ETF
+0.71%
+$6,689.52
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$10,605.21
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.7%
+$1,298.43
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$17,570.58
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.69%
+$71,767.04
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,446.94
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$16,217.92
Capital Group Growth ETF logo
CGGR Capital Group Growth ETF
+0.65%
+$4,282.72
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,632.36
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$5,198.94
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.64%
+$2,309.11
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$13,538.88
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
+0.63%
+$3,073.65
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$5,962.58
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,257.94
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,728.68
Innovator U.S. Equity Ultra Fund logo
UOCT Innovator U.S. Equity Ultra Fund
+0.51%
+$2,600.43
BlackRock U.S. Carbon Transition Readiness ETF logo
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$3,552.8
FT Vest U.S. Equity Buffer ETF logo
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$3,187.6
FT Vest U.S. Equity Buffer E Fund logo
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$1,411.39
Innovator Equity Managed 100 Buffer ETF logo
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.47%
+$2,608.58
Innovator Power Buffer Step-Up Strategy ETF logo
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.47%
+$5,888.21
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+0.46%
+$2,481.8
FT Vest US Equity Buffer ETF - June logo
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$3,306.14
FT Vest US Equity Deep Buffer Fund logo
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$900.86
Innovator Equity Managed Floor ETF logo
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$1,824.75
RTX Corporation logo
RTX RTX Corporation
+0.39%
+$1,258.32
Innovator Growth 100 Power Buffer ETF logo
NJUL Innovator Growth 100 Power Buffer ETF
+0.37%
+$713.34
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,133.6
AllianzIM U.S. Large Cap Buffer20 Jun ETF logo
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$841.32
FT Vest U.S. Equity Enhanced Fund logo
XJUN FT Vest U.S. Equity Enhanced Fund
+0.34%
+$4,083.45
AllianzIM U.S. Large Cap Buffer20 Jul ETF logo
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.32%
+$4,652.83
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+0.3%
+$583.54
FT Vest U.S. Equity Deep Buffer Fund logo
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$1,266.16
Invesco S&P 500 Momentum ETF logo
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$4,842.1
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,919.64
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$2,866.06
Fidelity Stocks for Inflation ETF logo
FCPI Fidelity Stocks for Inflation ETF
+0.26%
+$1,504.12
Innovator Emerging Markets Power Buffer ETF - October logo
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.23%
+$518.33
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$463.22
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$593.1
iShares MSCI World ETF logo
URTH iShares MSCI World ETF
+0.19%
+$647.01
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,343.31
iShares ESG Aware MSCI USA ETF logo
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$1,069.95
iShares Dynamic Equity Active ETF logo
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$5,482.5
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5,057.88
Inn Defined Wealth Shield Mutual Fund logo
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$661.26
Innovator EDP ETF - 6M January/July logo
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$424.65
FT Vest U.S. Equity Enhance Mutual Fund logo
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$387.33
iShares Disciplined Volatility Equity Active ETF logo
BDVL iShares Disciplined Volatility Equity Active ETF
+0.14%
+$1,312.32
iShares Systematic Alternatives Active ETF logo
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$2,711.08
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,192.86
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$491.31
INN US Small Cap Beta ETF logo
KDEC INN US Small Cap Beta ETF
+0.08%
+$194.38
Schwab High Yield Bond ETF logo
SCYB Schwab High Yield Bond ETF
+0.08%
+$574.9
iShares Semiconductor ETF logo
SOXX iShares Semiconductor ETF
+0.07%
+$574.94
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund logo
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$130.62
FT Vest US Small Cap Moderate Fund logo
SAUG FT Vest US Small Cap Moderate Fund
+0.04%
+$182.98
The Walt Disney Company logo
DIS The Walt Disney Company
+0.03%
+$67.65
SPDR Bloomberg High Yield Bond ETF logo
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$137.14
SPDR SSGA US Large Cap Low Volatility Index ETF logo
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$65.76
iShares Short Maturity Bond ETF logo
NEAR iShares Short Maturity Bond ETF
+0.02%
+$56.69
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares Core 40/60 Moderate Allocation ETF logo
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
0%
$0
Innovator U.S. Small Cap Power Buffer ETF – October logo
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
0%
$0
SPDR Bloomberg Short Term High Yield Bond ETF logo
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0
iShares ESG Aware MSCI USA Value ETF logo
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0
iShares Global Government Bond USD Hedged Active ETF logo
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0
RBUF
RBUF
0%
$0
ZNOV
ZNOV
0%
$0
APOC
APOC
0%
$0
ZOCT
ZOCT
0%
$0
OCTM
OCTM
0%
$0
QCOC
QCOC
0%
$0
ZAPR
ZAPR
0%
$0
XMAY
XMAY
0%
$0
FEBM
FEBM
0%
$0
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$276,708.2
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-2.89%
-$14,335.44
AbbVie Inc. logo
ABBV AbbVie Inc.
-2.51%
-$13,735.81
Fidelity MSCI Materials Index ETF logo
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$6,340.32
Boeing Company logo
BA Boeing Company
-2.15%
-$12,628.25
Netflix, Inc. logo
NFLX Netflix, Inc.
-2%
-$14,267.12
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$28,583.27
iShares Gold Trust logo
IAU iShares Gold Trust
-1.46%
-$29,334.8
iShares U.S. Home Construction ETF logo
ITB iShares U.S. Home Construction ETF
-1.18%
-$4,516.61
iShares MSCI USA Value Factor ETF logo
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,490.86
Intel Corporation logo
INTC Intel Corporation
-1.02%
-$1,384.77
iShares MSCI Japan ETF logo
EWJ iShares MSCI Japan ETF
-0.96%
-$2,904.3
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,226.42
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,298.31
Ishares International Country Rotational Active ETF logo
CORO Ishares International Country Rotational Active ETF
-0.7%
-$22,510
iShares 20+ Year Treasury Bond ETF logo
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,845.8
iShares ESG Advanced MSCI EAFE Index Fund logo
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$2,095.9
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,732.81
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,322.25
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,326.59
iShares MSCI International Value Factor ETF logo
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$5,212.32
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.53%
-$6,191.3
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,064.61
iShares Core MSCI Europe ETF logo
IEUR iShares Core MSCI Europe ETF
-0.49%
-$2,672.92
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.47%
-$3,764.09
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$3,357.6
iShares Europe ETF logo
IEV iShares Europe ETF
-0.44%
-$3,139.95
iShares U.S. Medical Devices ETF logo
IHI iShares U.S. Medical Devices ETF
-0.44%
-$2,339.1
Innovator Index Autocallable Income ETF logo
ACII Innovator Index Autocallable Income ETF
-0.43%
-$1,083.61
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF logo
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$934.99
iShares MBS ETF logo
MBB iShares MBS ETF
-0.4%
-$2,431.64
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$828.59
Airbnb, Inc. logo
ABNB Airbnb, Inc.
-0.37%
-$2,105.05
Schwab U.S. Aggregate Bond ETF logo
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,493.31
SPDR MSCI ACWI ex-US ETF logo
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$766.44
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.27%
-$591.76
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,227.5
Innovator International Developed Power Buffer ETF - May logo
IMAY Innovator International Developed Power Buffer ETF - May
-0.26%
-$1,356.01
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$574.74
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$615.75
Innovator International Developed Power Buffer ETF - January logo
IJAN Innovator International Developed Power Buffer ETF - January
-0.26%
-$1,300.46
First Trust International Equity Moderate ETF logo
YJUN First Trust International Equity Moderate ETF
-0.23%
-$2,342.02
SPDR Nuveen Bloomberg Municipal Bond ETF logo
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$646.2
iShares Core Universal USD Bond ETF logo
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,289.7
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,922.52
iShares ESG Aware U.S. Aggregate Bond ETF logo
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$653.4
Lattice Semiconductor Corporation logo
LSCC Lattice Semiconductor Corporation
-0.21%
-$715.52
SPDR DoubleLine Total Return Tactical ETF logo
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$576.4
Schwab Intermediate-Term U.S. Treasury ETF logo
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$2,583.95
American Century California Municipal Bond ETF logo
CATF American Century California Municipal Bond ETF
-0.2%
-$1,639
SPDR Portfolio Aggregate Bond ETF logo
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,237.75
AllianceBernstein Global High Income Fund Inc. logo
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$660.66
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,615.79
Calvert International Responsible Index ETF logo
CVIE Calvert International Responsible Index ETF
-0.18%
-$3,363.37
iShares ESG Aware USD Corporate Bond ETF logo
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$487
ISHARES MSCI ACWI EX U.S. ETF logo
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$6,197.75
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$412.19
Innovator International Developed Power Buffer ETF - February logo
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$1,144.99
Innovator U.S. Small Cap Power Buffer ETF January logo
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.16%
-$824.66
iShares International Aggregate Bond Fund logo
IAGG iShares International Aggregate Bond Fund
-0.16%
-$374.56
SPDR Portfolio S&P 500 Value ETF logo
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$6,487.04
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$742.08
FT Vident International Equity Fund logo
YSEP FT Vident International Equity Fund
-0.14%
-$986.24
Schwab U.S. TIPS ETF logo
SCHP Schwab U.S. TIPS ETF
-0.12%
-$529.68
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.11%
-$567.36
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$802.72
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,598.4
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$592.25
iShares Long-Term National Muni Bond ETF logo
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$330.4
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
-0.08%
-$335.83
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$186.35
Innovator International Developed Power Buffer ETF – October logo
IOCT Innovator International Developed Power Buffer ETF – October
-0.07%
-$737.52
Innovator International Developed 10 Buffer ETF – Quarterly logo
IBUF Innovator International Developed 10 Buffer ETF – Quarterly
-0.07%
-$398.62
Vanguard California Tax-Exempt Bond Fund logo
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$235.3
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$679.4
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Dividends

Dividend Analysis

Yearly
$
Trades
1633
Longs Won
961/1633 58%
Profit Factor
1.99
Profitability
Shorts Won
0/0 0%
Standard Deviation
$402,117
Average Win
$110,030.23
Best Trade
(Dec 31) $9.13M
Sharpe Ratio
0.39
Average Loss
-$79,110.05
Worst Trade
(Dec 31) -$2.27M
Z-Score
-0.89 (62.7%)
Commissions
$0
Avg. Trade Length
8m 1d
Expectancy
$32,196.63
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% 0.06%
Consecutive Losing Trades 2,247 2,022 1,798 1,573 1,348 1,124 899 674 449 225
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
11,285 $2.7M $3.49M - $790,003.55 29.3%
-7.354%
AbbVie Inc. logo
ABBV AbbVie Inc.
2,123 $444,705.06 $532,745.62 - $88,040.56 19.8%
-2.513%
Airbnb, Inc. logo
ABNB Airbnb, Inc.
3,759 $537,913 $569,563.68 - $31,650.68 5.88%
-0.368%
Innovator Index Autocallable Income ETF logo
ACII Innovator Index Autocallable Income ETF
9,851 $247,062 $250,116.89 - $3,054.89 1.24%
-0.431%
ISHARES MSCI ACWI EX U.S. ETF logo
ACWX ISHARES MSCI ACWI EX U.S. ETF
47,675 $3.45M $3.59M - $139,571.07 4.05%
-0.172%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
2,463 $247,676.66 $239,822.31 - -$7,854.35 -3.17%
-0.256%
Amazon.com Inc logo
AMZN Amazon.com Inc
5,588 $1.13M $1.52M - $385,687.41 34.07%
+15.321%
iShares Core 40/60 Moderate Allocation ETF logo
AOM iShares Core 40/60 Moderate Allocation ETF
4,231 $202,411 $207,657.49 - $5,246.49 2.59%
0.0
APOC
APOC
10,183 $268,321.7 $268,321.7 - - -
0.0
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
13,254 $1.02M $1.19M - $165,607.34 16.22%
+0.101%
AllianceBernstein Global High Income Fund Inc. logo
AWF AllianceBernstein Global High Income Fund Inc.
33,033 $365,135.3 $333,302.97 - -$31,832.33 -8.72%
-0.198%
Boeing Company logo
BA Boeing Company
2,653 $574,295 $573,419.42 - -$875.58 -0.15%
-2.155%
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
52,073 $1.79M $2.15M - $365,761.18 20.47%
+0.633%
Inn Defined Wealth Shield Mutual Fund logo
BALT Inn Defined Wealth Shield Mutual Fund
11,021 $371,782.93 $379,563.24 - $7,780.31 2.09%
+0.175%
Innovator U.S. Equity Buffer ETF logo
BDEC Innovator U.S. Equity Buffer ETF
6,674 $287,716 $357,219.18 - $69,503.18 24.16%
+0.742%
iShares Disciplined Volatility Equity Active ETF logo
BDVL iShares Disciplined Volatility Equity Active ETF
35,468 $893,684.74 $930,680.32 - $36,995.58 4.14%
+0.141%
iShares Dynamic Equity Active ETF logo
BDYN iShares Dynamic Equity Active ETF
109,650 $2.81M $3.01M - $204,287.64 7.28%
+0.182%
iShares Flexible Equity Active ETF logo
BFLX iShares Flexible Equity Active ETF
37,164 $952,071 $948,053.64 - -$4,017.36 -0.42%
+0.711%
Innovator Equity Managed 100 Buffer ETF logo
BFRZ Innovator Equity Managed 100 Buffer ETF
20,540 $536,852.65 $554,312.98 - $17,460.33 3.25%
+0.473%
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
8,396 $443,047.46 $436,508.04 - -$6,539.42 -1.48%
-0.077%
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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 Jade Eagles?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $9.46M, Apple Inc - $5.48M, Broadcom Inc - $5.47M, Amazon.com Inc - $5.19M, and Anavex Life Sciences Corp - $4.61M. 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: Microsoft Corp - $2.11M, Advanced Micro Devices, Inc - $1.72M, United Parcel Service, Inc - $1.45M, Freeport-McMoRan Inc - $1.37M, and Eli Lilly and Company - $1.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jade Eagles's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.57M earned over time. The largest contributors to dividend income include Vanguard Total International Bond ETF - $288,244.47, United Parcel Service, Inc - $273,955.73, iShares Core S&P 500 ETF - $270,333.87, SPDR Bloomberg Short Term High Yield Bond ETF - $269,794.45, and Microsoft Corp - $237,448.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jade Eagles's monthly returns?
Jade Eagles's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jade Eagles's strategy be considered aggressive or moderate?
Jade Eagles'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 Jade Eagles's strategy?
Jade Eagles'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.
Account USV