J. Adam Causey Portfolio
Invests via Jackson Thornton Wealth Management LLC | Managed by J. Adam Causey
Invests via Jackson Thornton Wealth Management LLC
Managed by J. Adam Causey
Automatically Tracked
J. Adam Causey Profile
J. Adam Causey has established a notable career as an operating executive in the finance sector, leading initiatives that drive operational efficiency and strategic growth within organizations. With extensive experience at the intersection of investment management and corporate leadership, he effectively navigates complex market landscapes to deliver impactful results. His role in guiding teams through transformative projects highlights his capabilities in optimizing processes while maintaining rigorous oversight of financial performance. As a well-regarded leader with strong interpersonal skills, he enhances organizational dynamics and fosters innovation across teams.
J. Adam Causey has established a notable career as an operating executive in the finance sector, leading initiatives that drive operational efficiency and strategic growth within organizations. With extensive experience at the intersection of investment management and corporate leadership, he effectively navigates complex market landscapes to deliver impactful results. His role in guiding teams through transformative projects highlights his capabilities in optimizing processes while maintaining rigorous oversight of financial performance. As a well-regarded leader with strong interpersonal skills, he enhances organizational dynamics and fosters innovation across teams.
Investment Philosophy & Strategy
Growth in competitive markets requires innovative strategies, a principle that underpins J. Adam Causey's investment approach. Drawing from a rich background as an operational executive in finance, he prioritizes initiatives that promote efficiency while capturing emerging opportunities. By leveraging his profound understanding of market dynamics, decisions are often driven by the potential for transformative impact on organizational performance. A keen focus on scalability allows him to identify ventures with robust growth trajectories and sustainable business models. This proactive stance toward capital allocation reflects an unwavering commitment to fostering innovation and achieving lasting value.
Growth in competitive markets requires innovative strategies, a principle that underpins J. Adam Causey's investment approach. Drawing from a rich background as an operational executive in finance, he prioritizes initiatives that promote efficiency while capturing emerging opportunities. By leveraging his profound understanding of market dynamics, decisions are often driven by the potential for transformative impact on organizational performance. A keen focus on scalability allows him to identify ventures with robust growth trajectories and sustainable business models. This proactive stance toward capital allocation reflects an unwavering commitment to fostering innovation and achieving lasting value.
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:
101.97%
Gain +0.46%
Monthly
1.36%
Yearly
17.6%
Drawdown
28.05%
$1.21B
Equity
Holdings
$1.21B
Investment
$855.14M
$356.73M
Profit +$3.29M
Realized
$6.54M
Unrealized
$350.19M
Dividends
$56.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$3.29M
Win %
83%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$72,016.85
Win %
83%
This Month
Compared to last month
Gain
-0.18%
Profit
-$2.19M
Win %
83%
This Year
Compared to last year
Gain
10.9%
Profit
$118.51M
Win %
81%
LITE Lumentum Holdings Inc.
+6.43%
+$15,837.19 
SNDK SanDisk Corporation
+5.99%
+$56,074.65 
TER Teradyne, Inc.
+5.09%
+$24,377.83 
MDB MongoDB Inc.
+4.79%
+$17,114.24 
MU Micron Technology, Inc.
+4.57%
+$195,059.06 
WDC Western Digital Corporation
+3.92%
+$63,598.7 
INTC Intel Corporation
+3.71%
+$77,928.28 
AMD Advanced Micro Devices, Inc.
+3.49%
+$26,717.04 
TEAM Atlassian Corporation Class A
+3.48%
+$15,502.5 
AVGO Broadcom Inc.
+3.05%
+$72,989.62 
STX Seagate Technology Holdings plc
+2.98%
+$11,103.67 
PLTR Palantir Technologies Inc.
+2.79%
+$13,247.1 
SNOW Snowflake Inc.
+2.75%
+$12,981.42 
FIX Comfort Systems USA, Inc.
+2.71%
+$37,025.45 
CIEN Ciena Corporation
+2.65%
+$10,972.65 
MANH Manhattan Associates Inc.
+2.29%
+$7,450.08 
GEV GE Vernova Inc.
+2.22%
+$18,063.81 
CRM Salesforce Inc
+2.09%
+$6,004.09 
MSFT Microsoft Corp.
+2.04%
+$90,160 
GOOG Alphabet Inc
+1.97%
+$46,519.13 
MOH Molina Healthcare Inc.
+1.9%
+$12,429.97 
PSX Phillips 66
+1.88%
+$16,240.75 
BURL Burlington Stores Inc.
+1.85%
+$7,884.8 
GOOGL Alphabet Inc
+1.83%
+$44,132.04 
NBIX Neurocrine Biosciences Inc.
+1.81%
+$10,081.55 
EPD Enterprise Products Partners L.P.
+1.72%
+$4,401.6 
VRT Vertiv Holdings Co
+1.63%
+$11,101.44 
MTZ MasTec, Inc. Common Stock
+1.62%
+$4,573.14 
UNIT Uniti Group Inc.
+1.58%
+$7,996.45 
S SentinelOne Inc.
+1.58%
+$5,756.08 
CVX Chevron Corporation
+1.49%
+$3,990 
NOW ServiceNow, Inc.
+1.49%
+$5,166.7 
DD DuPont de Nemours, Inc.
+1.46%
+$3,093.74 
KMI Kinder Morgan, Inc.
+1.41%
+$4,893.52 
ANET Arista Networks, Inc.
+1.39%
+$7,698.63 
TW Tradeweb Markets Inc.
+1.37%
+$2,997.56 
AMZN Amazon.com Inc
+1.37%
+$42,030.3 
IBM International Business Machines Corporation
+1.31%
+$3,538.94 
FTI TechnipFMC plc
+1.29%
+$14,242.95 
HII Huntington Ingalls Industries Inc.
+1.24%
+$3,206.4 
DOW Dow Inc.
+1.24%
+$3,860.58 
INTU Intuit Inc.
+1.21%
+$2,118 
TXT Textron Inc.
+1.08%
+$3,553.11 
XOM Exxon Mobil Corporation
+1.07%
+$15,436.6 
LVS Las Vegas Sands Corp.
+1.06%
+$3,416.16 
FIS Fidelity National Information Services, Inc.
+1.05%
+$2,186.36 
V Visa Inc. Class A
+1.04%
+$4,594.2 
FIVE Five Below, Inc.
+1.04%
+$3,166.8 
FTNT Fortinet Inc.
+1.02%
+$9,111.3 
GD General Dynamics Corporation
+0.97%
+$5,991.73 
HON Honeywell International Inc.
+0.93%
+$1,145.32 
ROST Ross Stores, Inc.
+0.92%
+$4,087.4 
PCOR Procore Technologies Inc.
+0.91%
+$1,839.6 
NVDA NVIDIA Corporation
+0.87%
+$54,575.84 
CW Curtiss-Wright Corporation
+0.85%
+$2,468.2 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.82%
+$3,193.93 
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$4,087.91 
NOK Nokia Corporation Sponsored ADR
+0.79%
+$941.12 
FCX Freeport-McMoRan Inc.
+0.77%
+$5,443.65 
HAS Hasbro Inc.
+0.75%
+$2,803.78 
AEG Aegon N.V.
+0.72%
+$933.34 
ZM Zoom Video Communications, Inc.
+0.71%
+$2,686.43 
ROP Roper Technologies Inc.
+0.69%
+$2,285.64 
TSN Tyson Foods Inc.
+0.66%
+$3,037.72 
LMT Lockheed Martin Corporation
+0.64%
+$4,733.52 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.64%
+$1,307.47 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$1,661 
TGRT T. Rowe Price Growth ETF
+0.62%
+$2,928.24 
LULU lululemon athletica inc.
+0.6%
+$1,317.4 
VLUE iShares MSCI USA Value Factor ETF
+0.58%
+$31,057.4 
MA Mastercard Incorporated
+0.57%
+$1,825.57 
MKTX MarketAxess Holdings Inc.
+0.57%
+$1,810.25 
EXEL Exelixis Inc.
+0.56%
+$2,072.07 
AVEM Avantis Emerging Markets Equity ETF
+0.56%
+$145,038.5 
PAYX Paychex Inc.
+0.56%
+$2,478.72 
BSX Boston Scientific Corporation
+0.5%
+$919.38 
DFAE Dimensional Emerging Core Equity Market ETF
+0.49%
+$41,259.07 
TJX The TJX Companies, Inc.
+0.49%
+$3,769.5 
VUG Vanguard Growth ETF
+0.46%
+$1,666.08 
WWD Woodward Inc.
+0.45%
+$1,191.92 
ADI Analog Devices, Inc.
+0.41%
+$1,047.28 
META Meta Platforms Inc Class A
+0.37%
+$4,788 
MTCH Match Group, Inc.
+0.36%
+$1,425.9 
AR Antero Resources Corporation
+0.36%
+$716.88 
CMCSA Comcast Corp
+0.36%
+$783.36 
THC Tenet Healthcare Corporation
+0.33%
+$787.15 
A Agilent Technologies Inc.
+0.33%
+$1,050.06 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.32%
+$1,043.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.32%
+$40,514.64 
NYT New York Times Co.
+0.29%
+$1,134.98 
CNC Centene Corporation
+0.29%
+$4,281.27 
NEM Newmont Corporation
+0.28%
+$1,349 
APH Amphenol Corporation
+0.24%
+$1,394.16 
SAP SAP SE Sponsored ADR
+0.24%
+$487.16 
IVZ Invesco Ltd.
+0.22%
+$822.97 
VOO Vanguard S&P 500 ETF
+0.21%
+$665.55 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$653.13 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$567.21 
DFUS Dimensional U.S. Equity Market ETF
+0.19%
+$72,371.82 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$19,571.15 
IVV iShares Core S&P 500 ETF
+0.17%
+$1,571.68 
PCG PG&E Corporation
+0.17%
+$2,242.14 
DG Dollar General Corporation
+0.17%
+$817.43 
COF Capital One Financial Corporation
+0.16%
+$660.28 
C Citigroup Inc.
+0.15%
+$1,155 
RGA Reinsurance Group of America, Inc.
+0.15%
+$368.89 
USB U.S. Bancorp
+0.15%
+$442.99 
CVS CVS Health Corporation
+0.15%
+$545.12 
CB Chubb Limited
+0.14%
+$1,587.6 
EQIX Equinix, Inc.
+0.14%
+$806.55 
DAL Delta Air Lines, Inc.
+0.13%
+$934.89 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,134.57 
AVUS Avantis U.S. Equity ETF
+0.11%
+$679.14 
AMAT Applied Materials, Inc.
+0.11%
+$357.28 
PYPL PayPal Holdings Inc
+0.1%
+$415.94 
DFAU Dimensional US Core Equity Market ETF
+0.09%
+$13,455.76 
HST Host Hotels & Resorts Inc.
+0.06%
+$252.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$122,572.85 
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$50,221.62 
MFG Mizuho Financial Group Inc. ADR
+0.05%
+$110.75 
EME EMCOR Group, Inc.
+0.04%
+$248.49 
SF Stifel Financial Corp.
+0.04%
+$109.77 
TGT Target Corporation
+0.03%
+$207.84 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$126.49 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$211.94 
CPRT Copart Inc.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
MPT Medical Properties Trust, Inc.
0%
$0 
ALIT Alight Inc.
-5.45%
-$2,765.97 
CMG Chipotle Mexican Grill, Inc.
-3.82%
-$14,208.58 
UPS United Parcel Service, Inc.
-3.5%
-$10,131.08 
MHK Mohawk Industries, Inc.
-3.05%
-$7,755.4 
TFC Truist Financial Corporation
-2.91%
-$6,430.59 
DECK Deckers Outdoor Corporation
-2.9%
-$12,103.53 
ORCL Oracle Corporation
-2.72%
-$8,421.12 
AAPL Apple Inc.
-2.69%
-$238,317.81 
TOL Toll Brothers Inc
-2.52%
-$6,676.6 
HRZN Horizon Technology Finance Corporation
-2.47%
-$3,797.07 
LECO Lincoln Electric Holdings, Inc.
-2.39%
-$7,501.85 
OC Owens Corning
-2.27%
-$6,634.83 
CCK Crown Holdings Inc.
-2.23%
-$5,871.42 
NFLX Netflix, Inc.
-2.23%
-$4,433.08 
NWL Newell Brands Inc.
-2.2%
-$1,709.82 
FLS Flowserve Corporation
-2.2%
-$4,504.47 
KMX CarMax Inc.
-2.15%
-$12,069.66 
WAB Wabtec Corporation
-2.12%
-$5,932.95 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.01%
-$13,274.49 
FDX FedEx Corporation
-1.99%
-$23,318.78 
PEP PepsiCo, Inc.
-1.98%
-$23,915.75 
TSLA Tesla, Inc.
-1.96%
-$25,046.88 
UBS UBS Group AG
-1.95%
-$5,442.52 
MS Morgan Stanley
-1.93%
-$15,306.37 
NVS Novartis AG Sponsored ADR
-1.9%
-$6,280.92 
CARR Carrier Global Corporation
-1.86%
-$4,846.08 
MRK Merck & Co., Inc.
-1.85%
-$30,113.54 
DOV Dover Corporation
-1.83%
-$5,825.12 
AA Alcoa Corporation
-1.81%
-$3,416.18 
GE General Electric Company
-1.76%
-$17,652.5 
WMT Walmart Inc.
-1.75%
-$33,822 
LLY Eli Lilly and Company
-1.73%
-$28,793.35 
EVR Evercore Inc.
-1.71%
-$4,715.1 
BA Boeing Company
-1.68%
-$4,803.42 
BKNG Booking Holdings Inc.
-1.66%
-$340,506.25 
INCY Incyte Corporation
-1.66%
-$11,752.52 
MNST Monster Beverage Corporation
-1.59%
-$4,279.36 
CAT Caterpillar Inc.
-1.56%
-$10,319.99 
BYND Beyond Meat Inc.
-1.51%
-$124.39 
BDX Becton, Dickinson and Company
-1.48%
-$3,371.94 
PLD Prologis Inc.
-1.48%
-$5,615.61 
LRCX Lam Research Corporation
-1.4%
-$18,909.03 
HSBC HSBC Holdings plc Sponsored ADR
-1.39%
-$3,271.8 
NEWT NewtekOne Inc.
-1.38%
-$5,403.93 
CCL Carnival Corporation Ltd.
-1.34%
-$3,272.39 
PNC The PNC Financial Services Group, Inc.
-1.3%
-$9,462.04 
JNJ Johnson & Johnson
-1.29%
-$12,495.19 
PNFP Pinnacle Financial Partners Inc.
-1.27%
-$6,489.25 
RACE Ferrari N.V.
-1.21%
-$2,637.73 
DKNG DraftKings Inc.
-1.16%
-$5,438.08 
DX Dynex Capital Inc.
-1.16%
-$4,747.34 
SAN Banco Santander S.A. Sponsored ADR
-1.14%
-$3,254.07 
EXPE Expedia Group, Inc.
-1.12%
-$5,809.26 
BLK BlackRock, Inc.
-1.11%
-$2,619.24 
NWG NatWest Group plc Sponsored ADR
-1.09%
-$2,123.55 
WFC Wells Fargo & Company
-1.07%
-$2,804.96 
ADBE Adobe Inc.
-1.04%
-$3,323.46 
BAC Bank of America Corporation
-1%
-$4,860.96 
AEP American Electric Power Company, Inc.
-0.99%
-$2,435.29 
JBHT J.B. Hunt Transport Services, Inc.
-0.96%
-$14,564.23 
RL Ralph Lauren Corporation
-0.96%
-$3,198.12 
LYG Lloyds Banking Group Plc ADR
-0.92%
-$2,033.08 
AON Aon plc
-0.92%
-$2,636.4 
TTC The Toro Company
-0.92%
-$2,560.4 
VFC V.F. Corporation
-0.91%
-$3,084.5 
IFF International Flavors & Fragrances Inc.
-0.87%
-$2,418.08 
UTHR United Therapeutics Corporation
-0.82%
-$1,587.6 
CFG Citizens Financial Group, Inc.
-0.81%
-$4,300.92 
PFE Pfizer Inc.
-0.78%
-$2,860.26 
GM General Motors Company
-0.78%
-$7,625.16 
PB Prosperity Bancshares Inc.
-0.78%
-$2,965.14 
ES Eversource Energy
-0.77%
-$2,248.82 
BWA BorgWarner Inc.
-0.76%
-$4,477.82 
MLI Mueller Industries Inc.
-0.76%
-$3,987.9 
GPS Gap Inc-The
-0.73%
-$1,460.85 
FR First Industrial Realty Trust Inc.
-0.72%
-$2,139.89 
ITT Itt Inc.
-0.69%
-$1,711.71 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.69%
-$6,553.04 
LAMR Lamar Advertising Company
-0.69%
-$1,932.3 
COST Costco Wholesale Corporation
-0.68%
-$3,248.64 
NTRS Northern Trust Corporation
-0.68%
-$2,705.88 
AME Ametek Inc.
-0.66%
-$2,450.76 
PG Procter & Gamble Co
-0.65%
-$6,070.12 
BHP BHP Group Ltd.
-0.64%
-$1,518.22 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,738.92 
MEDP Medpace Holdings Inc.
-0.62%
-$2,293.83 
ILMN Illumina, Inc.
-0.6%
-$4,516.61 
MT ArcelorMittal S.A.
-0.6%
-$2,000 
ASML ASML Holding N.V. New York Registry Shares
-0.59%
-$4,075.41 
SO The Southern Company
-0.58%
-$5,841.55 
DHR Danaher Corporation
-0.56%
-$2,908.35 
ALGN Align Technology, Inc.
-0.55%
-$1,592.5 
VNQ Vanguard Real Estate ETF
-0.55%
-$2,187.9 
OCSL Oaktree Specialty Lending Corporation
-0.53%
-$2,161.47 
SCHH Schwab U.S. REIT ETF
-0.53%
-$51,924.99 
TPR Tapestry Inc.
-0.52%
-$1,317.2 
CMI Cummins Inc.
-0.51%
-$2,897.1 
DFIV Dimensional International Value ETF
-0.51%
-$456,582.26 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$1.02M 
AXP American Express Company
-0.51%
-$1,799.13 
JPM JPMorgan Chase & Co.
-0.51%
-$4,844 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$2,898.9 
MRSH Marsh & McLennan Companies, Inc.
-0.47%
-$3,482.1 
DISV Dimensional International Small Cap Equity Fund
-0.46%
-$179,627.52 
DFAR Dimensional US Real Estate ETF
-0.46%
-$56,975.12 
DFSV Dimensional US Small Cap Value ETF
-0.46%
-$153,597.78 
EXE Expand Energy Corporation
-0.44%
-$1,052.61 
AVRE Avantis Real Estate ETF
-0.43%
-$1,256.85 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.43%
-$13,800.46 
DFAI Dimensional International Core Equity Market ETF
-0.42%
-$27,330.28 
IVLU iShares MSCI International Value Factor ETF
-0.41%
-$3,626.18 
AVDE Avantis International Equity ETF
-0.41%
-$15,497.17 
DFIS Dimensional International Small Cap ETF
-0.4%
-$9,848.16 
TXRH Texas Roadhouse Inc.
-0.4%
-$1,853.74 
AVSC Avantis U.S. Small Cap Equity ETF
-0.38%
-$6,466.9 
VRSN Verisign Inc.
-0.37%
-$1,242.8 
ARLP Alliance Resource Partners, L.P.
-0.37%
-$1,087.74 
JCI Johnson Controls International plc
-0.36%
-$887.91 
DFIC Dimensional International Core Equity Market ETF
-0.34%
-$35,774.37 
ABNB Airbnb, Inc.
-0.33%
-$2,670.34 
TRV The Travelers Companies, Inc.
-0.33%
-$1,572 
BMY Bristol-Myers Squibb Company
-0.31%
-$4,611.49 
CSCO Cisco Systems, Inc.
-0.3%
-$1,329.06 
LIN Linde plc
-0.3%
-$1,032.3 
DFAS Dimensional U.S. Small Cap ETF
-0.29%
-$73,127.07 
EIX Edison International
-0.29%
-$4,315.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$825.93 
UNH UnitedHealth Group Incorporated
-0.27%
-$1,749.3 
WM Waste Management, Inc.
-0.27%
-$761.8 
DIHP Dimensional International High Profitability Portfolio
-0.27%
-$11,036.7 
DUHP Dimensional US High Profitability ETF
-0.27%
-$16,378.01 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.26%
-$646.2 
IWD iShares Russell 1000 Value ETF
-0.25%
-$696.78 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.25%
-$98,128.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.23%
-$1,125.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$606.34 
ADT ADT Inc.
-0.21%
-$341.28 
UL Unilever PLC Sponsored American Depositary Receipt
-0.21%
-$615.29 
BMRN Biomarin Pharmaceutical Inc.
-0.2%
-$499.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.19%
-$13,426.49 
ADP Automatic Data Processing Inc.
-0.15%
-$900.46 
AMKR Amkor Technology Inc.
-0.15%
-$412.2 
AVDV Avantis International Small Cap Value ETF
-0.12%
-$13,969.32 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$27,851.01 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.1%
-$4,522.44 
KO The Coca-Cola Company
-0.1%
-$1,340.32 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$249.22 
EW Edwards Lifesciences Corporation
-0.09%
-$199.05 
REGN Regeneron Pharmaceuticals, Inc.
-0.08%
-$567.32 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$12,189.04 
ARMK Aramark
-0.07%
-$308.76 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.07%
-$35,572.6 
BNY BlackRock New York Municipal Income Trust
-0.03%
-$120.8 
FRT Federal Realty Investment Trust
-0.03%
-$194.32 
G Genpact Ltd.
-0.03%
-$65.19 
AMP Ameriprise Financial, Inc.
-0.02%
-$114.76 
PM Philip Morris International Inc.
-0.02%
-$67.2 
SPGI S&P Global Inc.
0%
-$9.28 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1600 | Longs Won 1086/1600 67% | Profit Factor 21.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.97M |
| Average Win $344,187.91 | Best Trade (Jul 22) $58.64M | Sharpe Ratio -11.42 |
| Average Loss -$33,181.31 | Worst Trade (Jun 30) -$3.24M | Z-Score 17.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $222,958.05 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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FAQ
Which stocks have generated the highest profits for J. Adam Causey?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $9.96M, Dimensional U.S. Core Equity 2 ETF - $8.68M, Dimensional US Targeted Value ETF - $6.52M, Dimensional US Marketwide Value ETF - $5.74M, and Dimensional World ex U.S. Core Equity 2 ETF - $4.77M. 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: Vanguard Real Estate ETF - $465,367.45, Roblox Corporation - $326,425.42, Atlassian Corporation Class A - $275,715.13, Amazon.com Inc - $217,034.91, and Veeva Systems Inc - $173,598.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does J. Adam Causey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.13M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $9.31M, Dimensional US Targeted Value ETF - $9.11M, Dimensional U.S. Core Equity 2 ETF - $7.75M, Dimensional World ex U.S. Core Equity 2 ETF - $5.67M, and Dimensional US Marketwide Value ETF - $4.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. Adam Causey's monthly returns?
J. Adam Causey's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can J. Adam Causey's strategy be considered aggressive or moderate?
J. Adam Causey's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow J. Adam Causey's strategy?
J. Adam Causey's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
