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:
34.36%
Gain -0.47%
Monthly
1.49%
Yearly
19.36%
Drawdown
18.26%
$179.06M
Equity
Holdings
$179.06M
Investment
$136.36M
$41.57M
Profit -$754,022.82
Realized
-$1.14M
Unrealized
$42.71M
Dividends
$3.46M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$754,022.82
Win %
67%
This Week
Compared To Last Week
Gain
0.49%
Profit
$872,907.82
Win %
67%
This Month
Compared to last month
Gain
-0.42%
Profit
-$754,022.82
Win %
67%
This Year
Compared to last year
Gain
1.16%
Profit
$2.05M
Win %
69%
NCZ
NCZ
+37.54%
+$50,270.7 
GLD SPDR Gold Shares
+3.97%
+$11,100.42 
XLE Energy Select Sector SPDR Fund
+1.76%
+$14,719.73 
EMD Western Asset Emerging Markets Debt Fund Inc.
+0.85%
+$2,616.66 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.79%
+$2,343.6 
NUV Nuveen Municipal Value Fund, Inc.
+0.77%
+$7,549.36 
ECC Eagle Point Credit Company Inc.
+0.52%
+$246.28 
VKQ Invesco Municipal Trust
+0.41%
+$502.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$933.6 
WIW Western Asset Inflation-Linked Opportunities Fund
+0.18%
+$225.31 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.12%
+$268.8 
VOO Vanguard S&P 500 ETF
+0.08%
+$980.6 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$1,357.68 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.06%
+$243.14 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$536.2 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.01%
+$59.15 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
IGR CBRE Global Real Estate Income Fund
0%
$0 
AWF AllianceBernstein Global High Income Fund Inc.
0%
$0 
ACP abrdn Income Credit Strategies Fund
0%
$0 
AFB AllianceBernstein National Municipal Income Fund
0%
$0 
RA Brookfield Real Assets Income Fund Inc.
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
-4.49%
-$1.32M 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$22,607.7 
VUG Vanguard Growth ETF
-4.37%
-$33,893.54 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-4.03%
-$11,202.78 
VTWO Vanguard Russell 2000 ETF
-3.47%
-$26,805.51 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-3.24%
-$13,557.51 
PIO Invesco Global Water ETF
-3.11%
-$9,875.52 
IWR iShares Russell Mid-Cap ETF
-2.87%
-$9,823.68 
AVUS Avantis U.S. Equity ETF
-2.84%
-$1.93M 
SLV iShares Silver Trust
-2.75%
-$5,866.72 
PFXF VanEck Preferred Securities ex Financials ETF
-2.6%
-$10,677.91 
DFAT Dimensional US Targeted Value ETF
-2.6%
-$10,988.46 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-2.58%
-$9,232.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.41%
-$792,242.1 
SCHV Schwab U.S. Large-Cap Value ETF
-2.38%
-$5,106.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$4,819.2 
DFUV Dimensional US Marketwide Value ETF
-1.96%
-$20,233.08 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$10,545 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-1.93%
-$12,642.3 
IWD iShares Russell 1000 Value ETF
-1.87%
-$4,757.08 
MMT MFS Multimarket Income Trust
-1.82%
-$984.32 
OIH VanEck Oil Services ETF
-1.75%
-$5,564.69 
VTV Vanguard Value ETF
-1.75%
-$15,770.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.66%
-$4,048.37 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$9,142.67 
XLF Financial Select Sector SPDR Fund
-1.62%
-$17,212.34 
IQLT iShares MSCI International Quality Factor ETF
-1.55%
-$7,049.96 
EAD Allspring Income Opportunities Fund
-1.41%
-$1,926.09 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$3,276 
ARTY iShares Future AI & Tech ETF
-1.39%
-$6,246.48 
BOE BlackRock Enhanced Global Dividend Trust
-1.3%
-$3,000.32 
NPFD Nuveen Variable Rate Preferred & Income Fund
-1.03%
-$2,215.02 
BTX BlackRock Technology and Private Equity Fund
-0.93%
-$2,434.24 
MHD BlackRock MuniHoldings Fund Inc.
-0.86%
-$1,584.8 
DFAS Dimensional U.S. Small Cap ETF
-0.74%
-$3,444.1 
IAU iShares Gold Trust
-0.68%
-$16,686.8 
HIO Western Asset High Income Opportunity Fund Inc.
-0.56%
-$642.84 
AOD Abrdn Total Dynamic Dividend Fund
-0.56%
-$2,855.4 
FTF Franklin Limited Duration Income Trust
-0.52%
-$643.29 
MMU Western Asset Managed Municipals Fund
-0.5%
-$1,247.85 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.44%
-$4,124.95 
JQC Nuveen Credit Strategies Income Fund
-0.42%
-$338.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$2,001.44 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,550.76 
IVV iShares Core S&P 500 ETF
-0.18%
-$636.34 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$380.36 
MUB iShares National Muni Bond ETF
-0.11%
-$1,878.24 
BTZ BlackRock Credit Allocation Income Trust
-0.1%
-$118.61 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.1%
-$164.24 
HYD VanEck High Yield Muni ETF
-0.08%
-$311.32 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$49.28 Events
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Dividends
Dividend Analysis
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| Trades 411 | Longs Won 282/411 68% | Profit Factor 17.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $945,746.63 |
| Average Win $156,583.18 | Best Trade (Aug 20) $15.28M | Sharpe Ratio -215.25 |
| Average Loss -$20,088.69 | Worst Trade (Mar 30) -$791,688.48 | Z-Score 3.73 (99.98%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $101,131.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.42% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACP abrdn Income Credit Strategies Fund | 52,363 | $302,177.48 | $264,956.78 | - | -$37,220.7 | -12.32% | 0.0 |
| AFB AllianceBernstein National Municipal Income Fund | 10,042 | $107,349.02 | $110,763.26 | - | $3,414.24 | 3.18% | 0.0 |
| AOD Abrdn Total Dynamic Dividend Fund | 47,590 | $438,303.81 | $504,929.9 | - | $66,626.09 | 15.2% | -0.562% |
| ARTY iShares Future AI & Tech ETF | 6,124 | $289,288.05 | $442,214.04 | - | $152,925.99 | 52.86% | -1.393% |
| AVUS Avantis U.S. Equity ETF | 517,498 | $50.76M | $66.03M | - | $15.27M | 30.08% | -2.84% |
| AVUV Avantis U.S. Small Cap Value ETF | 57,154 | $5.54M | $7.36M | - | $1.82M | 32.76% | 0.0 |
| AWF AllianceBernstein Global High Income Fund Inc. | 10,767 | $110,900 | $109,500.39 | - | -$1,399.61 | -1.26% | 0.0 |
| BOE BlackRock Enhanced Global Dividend Trust | 18,752 | $206,905.29 | $227,086.72 | - | $20,181.43 | 9.75% | -1.304% |
| BTX BlackRock Technology and Private Equity Fund | 30,428 | $200,651.14 | $259,246.56 | - | $58,595.42 | 29.2% | -0.93% |
| BTZ BlackRock Credit Allocation Income Trust | 11,861 | $126,969.85 | $118,254.17 | - | -$8,715.68 | -6.86% | -0.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 82,584 | $2.86M | $3.78M | - | $926,569.16 | 32.44% | 0.0 |
| DFAS Dimensional U.S. Small Cap ETF | 5,555 | $361,236.75 | $462,120.45 | - | $100,883.7 | 27.93% | -0.74% |
| DFAT Dimensional US Targeted Value ETF | 5,814 | $323,541.62 | $411,224.22 | - | $87,682.6 | 27.1% | -2.603% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 880,269 | $22.36M | $32.14M | - | $9.78M | 43.71% | -2.406% |
| DFUV Dimensional US Marketwide Value ETF | 18,228 | $745,982.77 | $1.01M | - | $267,311.75 | 35.83% | -1.958% |
| EAD Allspring Income Opportunities Fund | 21,401 | $146,327.46 | $134,826.3 | - | -$11,501.16 | -7.86% | -1.408% |
| ECC Eagle Point Credit Company Inc. | 12,314 | $46,270.68 | $47,655.18 | - | $1,384.5 | 2.99% | +0.519% |
| EMD Western Asset Emerging Markets Debt Fund Inc. | 29,074 | $287,632.21 | $308,765.88 | - | $21,133.67 | 7.35% | +0.855% |
| FBCG Fidelity Blue Chip Growth Fund | 467,976 | $21.8M | $27.98M | - | $6.17M | 28.32% | -4.49% |
| FTF Franklin Limited Duration Income Trust | 21,443 | $137,853.63 | $122,439.53 | - | -$15,414.1 | -11.18% | -0.523% |
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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 Cathy Lynne Juilfs?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $1.09M, Avantis U.S. Equity ETF - $859,333.28, Berkshire Hathaway Inc - $352,564.8, AT&T Inc - $155,145.9, and Avantis U.S. Small Cap Value ETF - $115,513.08. 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: Tesla, Inc - $791,688.48, Apple Inc - $462,996.44, Microsoft Corp - $196,560.98, Amazon.com Inc - $155,757.78, and NVIDIA Corporation - $135,716.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cathy Lynne Juilfs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.46M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $1.09M, Avantis U.S. Equity ETF - $859,333.28, Avantis U.S. Small Cap Value ETF - $115,513.08, iShares National Muni Bond ETF - $76,184.25, and Virtus Dividend, Interest & Premium Strategy Fund - $76,161.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cathy Lynne Juilfs's monthly returns?
Cathy Lynne Juilfs's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Cathy Lynne Juilfs's strategy be considered aggressive or moderate?
Cathy Lynne Juilfs'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 Cathy Lynne Juilfs's strategy?
Cathy Lynne Juilfs'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.
