Benjamin J. Jones Portfolio
Invests via National Wealth Management Group, LLC | Managed by Benjamin J. Jones, Vivienne K. Schleu
Invests via National Wealth Management Group, LLC
Managed by Benjamin J. Jones, Vivienne K. Schleu
Automatically Tracked
Benjamin J. Jones Profile
Experienced investor and operator focused on growth-stage technology and fintech companies. Benjamin J. Jones is a former operator turned investor with background in product management and corporate development, known for sourcing cross-border SaaS deals and advising CEOs on go-to-market and scale. Active in seed to Series B rounds, brings operational rigor, network in enterprise software, and board-level experience.
Experienced investor and operator focused on growth-stage technology and fintech companies. Benjamin J. Jones is a former operator turned investor with background in product management and corporate development, known for sourcing cross-border SaaS deals and advising CEOs on go-to-market and scale. Active in seed to Series B rounds, brings operational rigor, network in enterprise software, and board-level experience.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities, prioritizing seed through Series B stakes in cross-border SaaS and enterprise software. Prefers founder-led businesses with clear go-to-market motion and measurable unit economics, deploying capital to accelerate product-market fit, international expansion, and sales scale. Investment decisions blend operator-led diligence with board-oriented partnership, emphasizing operational playbooks, margin improvement, and repeatable customer acquisition. Holds a medium-term horizon, pragmatic risk management, and active governance to unlock durable commercial growth.
Focuses on growth-stage technology and fintech opportunities, prioritizing seed through Series B stakes in cross-border SaaS and enterprise software. Prefers founder-led businesses with clear go-to-market motion and measurable unit economics, deploying capital to accelerate product-market fit, international expansion, and sales scale. Investment decisions blend operator-led diligence with board-oriented partnership, emphasizing operational playbooks, margin improvement, and repeatable customer acquisition. Holds a medium-term horizon, pragmatic risk management, and active governance to unlock durable commercial growth.
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:
90.54%
Gain -0.96%
Monthly
1.08%
Yearly
13.78%
Drawdown
22.04%
$322.84M
Equity
Holdings
$322.84M
Investment
$259.04M
$81M
Profit -$1.79M
Realized
$17.19M
Unrealized
$63.81M
Dividends
$9.76M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.96%
Profit
-$1.79M
Win %
77%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$110,811.08
Win %
77%
This Month
Compared to last month
Gain
-0.55%
Profit
-$1.79M
Win %
77%
This Year
Compared to last year
Gain
-0.23%
Profit
-$628,881.93
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$469,256.35 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$89,088.33 
OXSQ Oxford Square Capital Corp.
+7.64%
+$1,274.24 
GOOG Alphabet Inc
+6.88%
+$57,310.15 
GOOGL Alphabet Inc
+6.73%
+$217,959 
VRT Vertiv Holdings Co
+6.18%
+$48,006.87 
ANET Arista Networks, Inc.
+5.46%
+$62,184.49 
FTI TechnipFMC plc
+3.98%
+$15,867.34 
META Meta Platforms Inc Class A
+3.28%
+$55,585.89 
MSFT Microsoft Corp.
+3.02%
+$113,481.76 
NVDA NVIDIA Corporation
+2.93%
+$300,066.58 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$8,661.12 
WDC Western Digital Corporation
+2.21%
+$58,386.66 
CSCO Cisco Systems, Inc.
+2.14%
+$7,423.65 
LNG Cheniere Energy Inc.
+2.13%
+$16,309.64 
WELD Tema U.S. Manufacturing & Reshoring ETF
+2.12%
+$40,765.46 
GWW W.W. Grainger, Inc.
+1.97%
+$4,116.42 
JCI Johnson Controls International plc
+1.93%
+$5,062.38 
LHX L3Harris Technologies, Inc.
+1.9%
+$13,694.66 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,261.95 
HWM Howmet Aerospace Inc.
+1.8%
+$23,804.45 
LMT Lockheed Martin Corporation
+1.5%
+$3,693.64 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$90,961.92 
PH Parker-Hannifin Corporation
+1.43%
+$3,654.85 
GE General Electric Company
+1.42%
+$29,802.74 
USO United States Oil Fund, LP
+1.33%
+$4,265.56 
CGUS Capital Group Core Equity ETF
+1.29%
+$4,151.31 
CMCSA Comcast Corp
+1.23%
+$2,656.98 
COP ConocoPhillips
+1.22%
+$7,561.76 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,039.52 
AMAT Applied Materials, Inc.
+1.18%
+$16,502.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,246.18 
SPRX Spear Alpha ETF
+1.12%
+$25,094.71 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$7,837.5 
VUG Vanguard Growth ETF
+1.1%
+$3,236.4 
XLE Energy Select Sector SPDR Fund
+1%
+$2,397.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$9,731.68 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$3,417.18 
UNP Union Pacific Corporation
+0.92%
+$3,001.09 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$90,141.84 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$12,566.74 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$4,273.24 
GEV GE Vernova Inc.
+0.85%
+$2,268.63 
MCD McDonald's Corporation
+0.82%
+$3,119.61 
EMR Emerson Electric Co.
+0.79%
+$4,202.02 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$7,063.29 
TSLA Tesla, Inc.
+0.76%
+$21,152.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,918.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,680.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,151.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$29,058.18 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,603.15 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$30,671.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$76,226.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$152,306.14 
QTUM Defiance Quantum ETF
+0.67%
+$16,259.18 
PLTR Palantir Technologies Inc.
+0.65%
+$17,518.36 
CGGR Capital Group Growth ETF
+0.65%
+$23,682.56 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$50,806.92 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$6,636.32 
IWB iShares Russell 1000 ETF
+0.64%
+$1,349.35 
CGDV Capital Group Dividend Value ETF
+0.63%
+$12,833.38 
EXPE Expedia Group, Inc.
+0.62%
+$3,203.7 
TER Teradyne, Inc.
+0.6%
+$7,081.83 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$2,129.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,160.35 
MO Altria Group, Inc.
+0.57%
+$2,926.95 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,731.6 
APH Amphenol Corporation
+0.55%
+$2,874.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$25,018.24 
STX Seagate Technology Holdings plc
+0.52%
+$12,428.88 
PSX Phillips 66
+0.51%
+$1,343.5 
RKLB Rocket Lab Corporation
+0.42%
+$977.13 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$2,322.08 
AVGO Broadcom Inc.
+0.37%
+$7,089.12 
PG Procter & Gamble Co
+0.37%
+$5,137.82 
FPXI First Trust International Equity Opportunities Fund
+0.37%
+$743.5 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$1,232.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,939.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,753.28 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$7,660.24 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$2,662 
SMH VanEck Semiconductor ETF
+0.3%
+$893.25 
JPM JPMorgan Chase & Co.
+0.27%
+$2,900.84 
JNJ Johnson & Johnson
+0.21%
+$913.19 
ADI Analog Devices, Inc.
+0.2%
+$4,425.88 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,874.52 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$2,542.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$418.74 
T AT&T Inc.
+0.17%
+$622.16 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$1,027.65 
XYL Xylem Inc.
+0.13%
+$529.35 
MMM 3M Company
+0.12%
+$351.32 
BDX Becton, Dickinson and Company
+0.1%
+$253.81 
WMT Walmart Inc.
+0.09%
+$842.82 
ABT Abbott Laboratories
+0.09%
+$205.38 
SOXX iShares Semiconductor ETF
+0.07%
+$901.47 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$2,019.2 
FDS FactSet Research Systems Inc.
+0.07%
+$199.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,004.39 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$178.96 
DIS The Walt Disney Company
+0.03%
+$134.82 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$1,203.75 
SHV iShares Short Treasury Bond ETF
+0.03%
+$352.05 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$200.94 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$472.88 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$617.89 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$88.42 
GCAD Gabelli Commercial Aerospace & Defense ETF
+0.02%
+$470.76 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$469,778.68 
LIN Linde plc
-5.95%
-$15,553.65 
MU Micron Technology, Inc.
-5.9%
-$210,237.12 
SNDK SanDisk Corporation
-5.09%
-$6,578.13 
MSTR Strategy Inc.
-4.56%
-$13,041.04 
SHOP Shopify Inc.
-4.29%
-$29,142.75 
GDX VanEck Gold Miners ETF
-3.49%
-$21,308.7 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$4,596 
FETH Fidelity Ethereum Fund
-2.98%
-$8,805.93 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$23,571.9 
IBIT iShares Bitcoin Trust
-2.89%
-$16,316.58 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$14,288.56 
QCOM QUALCOMM Incorporated
-2.63%
-$6,699.23 
ICE Intercontinental Exchange, Inc.
-2.42%
-$10,198.89 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$9,413.28 
SLV iShares Silver Trust
-2.13%
-$53,161.62 
NFLX Netflix, Inc.
-2%
-$4,490.96 
FG F&G Annuities & Life Inc.
-1.92%
-$9,798.32 
AMD Advanced Micro Devices, Inc.
-1.9%
-$42,633.45 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,240.97 
UNH UnitedHealth Group Incorporated
-1.68%
-$19,385.97 
URA Global X Uranium ETF
-1.64%
-$4,251.65 
LRCX Lam Research Corporation
-1.58%
-$57,424.73 
GLD SPDR Gold Shares
-1.49%
-$61,044.33 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,103.12 
PLUG Plug Power Inc.
-1.44%
-$2,119.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,006.95 
PPG PPG Industries Inc.
-1.35%
-$3,241.97 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$1,000 
DAL Delta Air Lines, Inc.
-1.3%
-$3,275.2 
FCX Freeport-McMoRan Inc.
-1.28%
-$7,149.06 
SCCO Southern Copper Corporation
-1.24%
-$13,112.48 
NJR New Jersey Resources Corporation
-1.18%
-$3,071.19 
NEE NextEra Energy, Inc.
-1.15%
-$4,247.05 
RCL Royal Caribbean Group
-1.13%
-$2,748.21 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,180.22 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$3,934.14 
LOW Lowe's Companies Inc.
-1.08%
-$4,969.03 
CTAS Cintas Corporation
-1.04%
-$6,914.13 
INTC Intel Corporation
-1.02%
-$1,509.39 
XOM Exxon Mobil Corporation
-0.97%
-$4,444.65 
SPGI S&P Global Inc.
-0.74%
-$3,159.04 
MA Mastercard Incorporated
-0.74%
-$2,082.5 
BLK BlackRock, Inc.
-0.73%
-$3,303.72 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$77,037.18 
VPU Vanguard Utilities ETF
-0.71%
-$4,226.88 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$39,525.42 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,877.5 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$2,402.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$18,288.01 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$1,564.44 
AMGN Amgen Inc.
-0.64%
-$6,271.95 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,070.81 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$1,286.42 
SCHF Schwab International Equity ETF
-0.58%
-$6,310.24 
SBUX Starbucks Corporation
-0.57%
-$2,427 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$6,189.48 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.53%
-$3,732.8 
LLY Eli Lilly and Company
-0.53%
-$4,922.39 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,521.33 
PEP PepsiCo, Inc.
-0.46%
-$1,278.08 
LAMR Lamar Advertising Company
-0.43%
-$2,025.78 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,138.68 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$1,330 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,928.08 
VGT Vanguard Information Technology ETF
-0.38%
-$13,756.13 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,572.81 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$1,713.49 
CL Colgate-Palmolive Company
-0.33%
-$759.3 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$1,294.16 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.32%
-$1,008.83 
CEG Constellation Energy Corporation
-0.31%
-$749.25 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,377.63 
FBND Fidelity Total Bond ETF
-0.27%
-$5,167.32 
VTV Vanguard Value ETF
-0.27%
-$3,105.12 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,805.82 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,053.93 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,531.79 
COST Costco Wholesale Corporation
-0.24%
-$1,185.58 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$7,752.42 
VB Vanguard Small-Cap ETF
-0.22%
-$752.38 
PFG Principal Financial Group, Inc.
-0.22%
-$1,493.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,161.63 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$625.32 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$2,887.68 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$924.48 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,037.5 
JMID JHI Mid Cap Growth Alpha ETF
-0.18%
-$464.86 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,494.45 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$612.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$573.3 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$2,761.22 
IXUS iShares Core International Stock ETF
-0.15%
-$350.14 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$809.55 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$7,834.64 
XLF Financial Select Sector SPDR Fund
-0.1%
-$267.12 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$224.31 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$1,941.68 
BINC iShares Flexible Income Active ETF
-0.08%
-$621.14 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,992.74 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$219.64 
VO Vanguard Mid-Cap ETF
-0.05%
-$509.24 
HOOD Robinhood Markets, Inc.
-0.05%
-$83.56 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,171.25 
V Visa Inc. Class A
-0.04%
-$248.48 
ILF iShares Latin America 40 ETF
-0.03%
-$178.97 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$386.78 
TGT Target Corporation
-0.01%
-$47.55 
UGA United States Gasoline Fund, LP
-0.01%
-$57.42 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2778 | Longs Won 1641/2778 59% | Profit Factor 3.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $159,313.58 |
| Average Win $68,564.83 | Best Trade (Aug 28) $3.79M | Sharpe Ratio -9.6 |
| Average Loss -$27,719.18 | Worst Trade (Aug 17) -$575,395.77 | Z-Score 2.95 (99.68%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $29,157.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,159 | $4.44M | $5.92M | - | $1.48M | 33.36% | -7.354% |
| ABT Abbott Laboratories | 2,282 | $207,106 | $241,207.4 | - | $34,101.4 | 16.47% | +0.085% |
| ADI Analog Devices, Inc. | 5,981 | $1.61M | $2.2M | - | $591,187.39 | 36.8% | +0.202% |
| AMAT Applied Materials, Inc. | 2,797 | $718,811.99 | $1.42M | - | $701,141.03 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 4,614 | $677,056.44 | $2.2M | - | $1.52M | 224.49% | -1.904% |
| AMGN Amgen Inc. | 2,529 | $827,716.95 | $974,069.64 | - | $146,352.69 | 17.68% | -0.64% |
| AMZN Amazon.com Inc | 13,006 | $2.01M | $3.53M | - | $1.52M | 75.32% | +15.321% |
| ANET Arista Networks, Inc. | 6,665 | $971,156.91 | $1.2M | - | $230,875.91 | 23.77% | +5.456% |
| AOK iShares Core Conservative Allocation ETF | 10,982 | $440,652.17 | $449,383.44 | - | $8,731.27 | 1.98% | -0.049% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,349 | $203,953.26 | $213,448.93 | - | $9,495.67 | 4.66% | 0.0 |
| APD Air Products and Chemicals, Inc. | 987 | $243,695 | $291,056.44 | - | $47,361.44 | 19.43% | -1.769% |
| APH Amphenol Corporation | 6,532 | $404,167.5 | $524,846.2 | - | $120,678.7 | 29.86% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 134 | $266,585 | $218,286 | - | -$48,299 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 4,923 | $1.54M | $1.92M | - | $379,731.21 | 24.71% | +0.371% |
| AVUS Avantis U.S. Equity ETF | 2,405 | $308,032 | $306,878 | - | -$1,154 | -0.37% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,474 | $454,637.74 | $560,502.72 | - | $105,864.98 | 23.29% | +0.032% |
| BDX Becton, Dickinson and Company | 1,493 | $219,822.47 | $247,270.66 | - | $27,448.19 | 12.49% | +0.103% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 66,813 | $6.12M | $6.13M | - | $1,403.56 | 0.02% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 10,047 | $998,909.4 | $999,073.68 | - | $164.28 | 0.02% | +0.02% |
| BINC iShares Flexible Income Active ETF | 15,529 | $810,760.05 | $807,352.71 | - | -$3,407.34 | -0.42% | -0.077% |
No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Benjamin J. Jones?
The largest contributions to the portfolio's profits come from the following stocks: Invesco NASDAQ 100 ETF - $2.33M, T. Rowe Price Blue Chip Growth ETF - $1.67M, T. Rowe Price Capital Appreciation Equity ETF - $1.56M, Meta Platforms Inc Class A - $1.31M, and Amazon.com Inc - $1.28M. 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: Invesco QQQ Trust, Series 1 - $990,239.63, Invesco S&P 500 Pure Value ETF - $597,772.31, State Street Technology Select Sector SPDR ETF - $482,389.69, Ford Motor Company - $453,808.37, and Marvell Technology, Inc - $447,031.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Benjamin J. Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.76M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $509,823.72, SPDR Bloomberg 1-3 Month T-Bill ETF - $384,108.38, iShares Core MSCI International Developed Markets ETF (IDEV) - $326,154.46, Vanguard Total Bond Market Index Fund - $320,064.82, and iShares Core S&P 500 ETF - $282,338.23. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Benjamin J. Jones's monthly returns?
Benjamin J. Jones'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 Benjamin J. Jones's strategy be considered aggressive or moderate?
Benjamin J. Jones'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 Benjamin J. Jones's strategy?
Benjamin J. Jones'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.
