CLJ
Cathy Lynne Juilfs Portfolio
Invests via ACCREDITED INVESTOR SERVICES, LLC | Managed by Cathy Lynne Juilfs, Jason C. Hallonquist
Invests via ACCREDITED INVESTOR SERVICES, LLC
Managed by Cathy Lynne Juilfs, Jason C. Hallonquist
Automatically Tracked
Cathy Lynne Juilfs Profile
Senior executive and investor with operational and corporate-development experience across growth-stage companies and private-equity portfolios. She is Cathy Lynne Juilfs, known for scaling commercial organizations, leading M&A and capital-raising initiatives, and serving on corporate boards. Market-focused profile emphasizes value creation through operational improvement, strategic transactions and governance oversight; relevant to buyouts, growth equity and strategic investors.
Senior executive and investor with operational and corporate-development experience across growth-stage companies and private-equity portfolios. She is Cathy Lynne Juilfs, known for scaling commercial organizations, leading M&A and capital-raising initiatives, and serving on corporate boards. Market-focused profile emphasizes value creation through operational improvement, strategic transactions and governance oversight; relevant to buyouts, growth equity and strategic investors.
Investment Philosophy & Strategy
Combines operational rigor with transaction-led value creation, favoring growth equity and middle‑market buyouts where hands-on commercial scaling, M&A and capital‑formation drive outsized returns. Prioritizes investments with clear go-to-market levers, predictable unit economics and seasoned founders or management teams that welcome governance upgrades. Capital allocation emphasizes staged commitments, board engagement, and KPI‑driven operational plans to de‑risk execution over a multi‑year horizon. Risk discipline focuses on control or significant influence, margin expansion, and exit optionality via strategic sale or IPO.
Combines operational rigor with transaction-led value creation, favoring growth equity and middle‑market buyouts where hands-on commercial scaling, M&A and capital‑formation drive outsized returns. Prioritizes investments with clear go-to-market levers, predictable unit economics and seasoned founders or management teams that welcome governance upgrades. Capital allocation emphasizes staged commitments, board engagement, and KPI‑driven operational plans to de‑risk execution over a multi‑year horizon. Risk discipline focuses on control or significant influence, margin expansion, and exit optionality via strategic sale or IPO.
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:
0.28%
Gain
Monthly
0.02%
Yearly
0.18%
Drawdown
25.91%
$175.07M
Equity
Holdings
$175.07M
Investment
$135.4M
$40M
Profit -$1.23M
Realized
$321,788.62
Unrealized
$39.67M
Dividends
$3.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.23M
Win %
77%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$836,005.28
Win %
77%
This Month
Compared to last month
Gain
-0.41%
Profit
-$721,191.02
Win %
77%
This Year
Compared to last year
Gain
12.39%
Profit
$19.29M
Win %
76%
XLV Health Care Select Sector SPDR Fund
+1.91%
+$12,680.98 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+1.6%
+$5,475.1 
DFAT Dimensional US Targeted Value ETF
+1.41%
+$5,755.86 
IGR CBRE Global Real Estate Income Fund
+1.4%
+$2,108.01 
XLE Energy Select Sector SPDR Fund
+1.12%
+$9,525.64 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.12%
+$2,554.08 
AVUV Avantis U.S. Small Cap Value ETF
+1.04%
+$73,043.68 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$20,750.58 
IWD iShares Russell 1000 Value ETF
+0.76%
+$1,971.27 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,848.86 
PIO Invesco Global Water ETF
+0.47%
+$1,429.67 
DFAS Dimensional U.S. Small Cap ETF
+0.39%
+$1,777.6 
VTV Vanguard Value ETF
+0.38%
+$3,298.86 
BTZ BlackRock Credit Allocation Income Trust
+0.34%
+$402.54 
IWR iShares Russell Mid-Cap ETF
+0.24%
+$788.32 
QUAL iShares MSCI USA Quality Factor ETF
+0.23%
+$2,960.5 
WIW Western Asset Inflation-Linked Opportunities Fund
+0.18%
+$214.75 
FTF Franklin Limited Duration Income Trust
+0.17%
+$220.26 
RA Brookfield Real Assets Income Fund Inc.
+0.15%
+$445.4 
JQC Nuveen Credit Strategies Income Fund
+0.1%
+$81.8 
ECC Eagle Point Credit Company Inc.
+0.09%
+$38.18 
ACP abrdn Income Credit Strategies Fund
+0.06%
+$153.85 
DFUV Dimensional US Marketwide Value ETF
+0.05%
+$455.87 
EMD Western Asset Emerging Markets Debt Fund Inc.
+0.02%
+$78.18 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$49.28 
HIX Western Asset High Income Fund II Inc.
0%
$0 
NCZ
0%
$0 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
0%
$0 
ARTY iShares Future AI & Tech ETF
-4.1%
-$16,440.6 
SLV iShares Silver Trust
-3.8%
-$7,868.54 
MTUM iShares MSCI USA Momentum Factor ETF
-3.33%
-$17,103.63 
USA Liberty All Star Equity Fund
-3.17%
-$2,130.66 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-2.99%
-$8,294.56 
BTX BlackRock Technology and Private Equity Fund
-2.8%
-$7,703.53 
FBCG Fidelity Blue Chip Growth Fund
-2.28%
-$662,661.48 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$12,462 
GLD SPDR Gold Shares
-1.96%
-$5,445.63 
IAU iShares Gold Trust
-1.91%
-$46,851.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$5,723.61 
PFXF VanEck Preferred Securities ex Financials ETF
-1.55%
-$6,247.73 
VUG Vanguard Growth ETF
-1.46%
-$11,397.12 
OIH VanEck Oil Services ETF
-1.32%
-$4,098.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.29%
-$411,475.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.9%
-$2,641.91 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$4,739.6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.8%
-$1,905.12 
VOO Vanguard S&P 500 ETF
-0.68%
-$8,264.72 
IVV iShares Core S&P 500 ETF
-0.68%
-$2,647.1 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$15,040.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$2,828.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$2,486.13 
BOE BlackRock Enhanced Global Dividend Trust
-0.62%
-$1,401.22 
IQLT iShares MSCI International Quality Factor ETF
-0.6%
-$2,723.1 
HIO Western Asset High Income Opportunity Fund Inc.
-0.55%
-$628.44 
EAD Allspring Income Opportunities Fund
-0.54%
-$739.06 
NUV Nuveen Municipal Value Fund, Inc.
-0.54%
-$5,751.4 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.47%
-$985.5 
AVUS Avantis U.S. Equity ETF
-0.42%
-$281,512.66 
MHD BlackRock MuniHoldings Fund Inc.
-0.39%
-$465.7 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$2,527.2 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.32%
-$980.25 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$3,095.99 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.3%
-$672 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.25%
-$9,095.68 
AOD Abrdn Total Dynamic Dividend Fund
-0.24%
-$1,370.25 
HYD VanEck High Yield Muni ETF
-0.23%
-$891.6 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.21%
-$481.28 
MMU Western Asset Managed Municipals Fund
-0.19%
-$525.16 
MUB iShares National Muni Bond ETF
-0.14%
-$2,426.06 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$1,138.19 
AFB AllianceBernstein National Municipal Income Fund
-0.09%
-$100.84 
IDLV Invesco S&P International Developed Low Volatility ETF
-0.07%
-$286.2 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$142.63 
JFR Nuveen Floating Rate Income Fund
-0.07%
-$94.89 
XLF Financial Select Sector SPDR Fund
-0.03%
-$284.28 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$336.94 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$49.41 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 354 | Longs Won 247/354 69% | Profit Factor 200.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $947,913.99 |
| Average Win $162,832.06 | Best Trade (Jul 14) $14.09M | Sharpe Ratio -341.19 |
| Average Loss -$1,876.81 | Worst Trade (Jun 30) -$35,546.8 | Z-Score 5.45 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $112,981.42 |
| 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% | 0.98% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
