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:
96.16%
Gain -0.91%
Monthly
1.04%
Yearly
13.24%
Drawdown
22.04%
$320.51M
Equity
Holdings
$320.51M
Investment
$259.04M
$78.66M
Profit -$1.74M
Realized
$17.19M
Unrealized
$61.47M
Dividends
$10.36M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$1.74M
Win %
77%
This Week
Compared To Last Week
Gain
-2.21%
Profit
-$7.25M
Win %
77%
This Month
Compared to last month
Gain
-0.95%
Profit
-$3.06M
Win %
77%
This Year
Compared to last year
Gain
-0.95%
Profit
-$2.97M
Win %
76%
HONA Honeywell Aerospace Inc.
+3.73%
+$7,642.76 
CMCSA Comcast Corp
+2.32%
+$4,626.81 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.24%
+$9,282.54 
LMT Lockheed Martin Corporation
+2.11%
+$4,806.44 
PEP PepsiCo, Inc.
+2.02%
+$5,172.23 
JPM JPMorgan Chase & Co.
+1.97%
+$20,398.49 
RCL Royal Caribbean Group
+1.9%
+$4,012.82 
PEG Public Service Enterprise Group Incorporated
+1.75%
+$3,082.38 
LAMR Lamar Advertising Company
+1.7%
+$7,398.72 
COP ConocoPhillips
+1.67%
+$12,333.48 
GE General Electric Company
+1.66%
+$30,691.5 
LNG Cheniere Energy Inc.
+1.65%
+$13,630.83 
FG F&G Annuities & Life Inc.
+1.61%
+$5,511.56 
SCCO Southern Copper Corporation
+1.51%
+$17,615.92 
FTI TechnipFMC plc
+1.47%
+$5,791 
EXPE Expedia Group, Inc.
+1.43%
+$7,363.2 
JNJ Johnson & Johnson
+1.41%
+$6,142.49 
DIS The Walt Disney Company
+1.4%
+$6,965.7 
BLK BlackRock, Inc.
+1.4%
+$6,470.81 
LOW Lowe's Companies Inc.
+1.34%
+$5,724.23 
MO Altria Group, Inc.
+1.33%
+$7,354.9 
LIN Linde plc
+1.24%
+$3,148.3 
PG Procter & Gamble Co
+1.2%
+$18,321.64 
LHX L3Harris Technologies, Inc.
+1.2%
+$7,670.06 
VPU Vanguard Utilities ETF
+1.2%
+$6,713.27 
XYL Xylem Inc.
+1.17%
+$4,270.09 
NJR New Jersey Resources Corporation
+1.16%
+$2,670.6 
COST Costco Wholesale Corporation
+1.16%
+$5,886.39 
EMLP First Trust North American Energy Infrastructure Fund
+1.11%
+$3,619.47 
XLE Energy Select Sector SPDR Fund
+1.09%
+$2,946.4 
T AT&T Inc.
+1.06%
+$3,888.5 
NEE NextEra Energy, Inc.
+1.05%
+$3,490.15 
ADI Analog Devices, Inc.
+1.02%
+$24,761.28 
HWM Howmet Aerospace Inc.
+1%
+$10,492.1 
CL Colgate-Palmolive Company
+0.97%
+$2,277.9 
GCAD Gabelli Commercial Aerospace & Defense ETF
+0.95%
+$21,513.73 
PPG PPG Industries Inc.
+0.9%
+$2,082.59 
FRT Federal Realty Investment Trust
+0.9%
+$3,235.7 
PSX Phillips 66
+0.9%
+$3,234.39 
LLY Eli Lilly and Company
+0.88%
+$8,857.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$2,023.92 
AAPL Apple Inc.
+0.84%
+$54,986.33 
SPGI S&P Global Inc.
+0.82%
+$3,591.21 
XLF Financial Select Sector SPDR Fund
+0.81%
+$2,003.4 
V Visa Inc. Class A
+0.79%
+$5,609 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.78%
+$2,815.61 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$19,007.73 
ILF iShares Latin America 40 ETF
+0.72%
+$4,832.19 
WMT Walmart Inc.
+0.7%
+$6,995.24 
GDX VanEck Gold Miners ETF
+0.7%
+$4,850.13 
APD Air Products and Chemicals, Inc.
+0.68%
+$1,993.74 
XOM Exxon Mobil Corporation
+0.66%
+$3,340.78 
ICE Intercontinental Exchange, Inc.
+0.65%
+$2,785.18 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$2,054.37 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.61%
+$64,197.65 
FCX Freeport-McMoRan Inc.
+0.6%
+$3,706.94 
CGDG Capital Group Dividend Growers ETF
+0.6%
+$19,381.05 
FTCS First Trust Capital Strength ETF
+0.6%
+$1,759.97 
DGRO iShares Core Dividend Growth ETF
+0.53%
+$2,598.73 
AMGN Amgen Inc.
+0.51%
+$5,614.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$12,840.63 
SCHF Schwab International Equity ETF
+0.46%
+$4,929.87 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.45%
+$2,405.16 
VTV Vanguard Value ETF
+0.43%
+$4,999.85 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.41%
+$2,799.6 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$917.24 
PFG Principal Financial Group, Inc.
+0.41%
+$2,635.29 
MA Mastercard Incorporated
+0.39%
+$1,171.1 
BMY Bristol-Myers Squibb Company
+0.38%
+$1,841.61 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.36%
+$3,146 
MCD McDonald's Corporation
+0.34%
+$1,184.03 
TLT iShares 20+ Year Treasury Bond ETF
+0.34%
+$1,903.5 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.34%
+$1,076.08 
PH Parker-Hannifin Corporation
+0.32%
+$814.23 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$3,082.78 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$1,230.35 
NVDA NVIDIA Corporation
+0.21%
+$24,173.46 
COWZ Pacer US Cash Cows 100 ETF
+0.21%
+$4,321.58 
GEV GE Vernova Inc.
+0.19%
+$473.65 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.18%
+$642.45 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.13%
+$2,169.53 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$499.23 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$577.8 
BINC iShares Flexible Income Active ETF
+0.12%
+$931.74 
CTAS Cintas Corporation
+0.11%
+$768.24 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$2,002.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$330.03 
IXUS iShares Core International Stock ETF
+0.11%
+$249.85 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$2,928.12 
RDVY First Trust Rising Dividend Achievers ETF
+0.09%
+$1,849.05 
RDVI FT Vest Rising Dividend Achievers Fund
+0.09%
+$513.83 
VUSB Vanguard Ultra-Short Bond ETF
+0.09%
+$2,601.32 
LMBS First Trust Low Duration Opportunities ETF
+0.08%
+$1,990.22 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$275.49 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.07%
+$404.77 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.06%
+$265.26 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$619.62 
FBND Fidelity Total Bond ETF
+0.05%
+$861.22 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$452.12 
SPBO SPDR Portfolio Corporate Bond ETF
+0.04%
+$481.28 
SHV iShares Short Treasury Bond ETF
+0.03%
+$440.06 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$283.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,336.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$472.88 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
-10.34%
-$10,750 
PANW Palo Alto Networks, Inc.
-7.22%
-$18,516.95 
MSTR Strategy Inc.
-6.47%
-$28,625.93 
PLTR Palantir Technologies Inc.
-5.74%
-$252,045.98 
RKLB Rocket Lab Corporation
-5.6%
-$11,200.81 
STX Seagate Technology Holdings plc
-5.05%
-$97,419.84 
WDC Western Digital Corporation
-4.17%
-$73,626.29 
SNDK SanDisk Corporation
-4.08%
-$5,749.42 
INTC Intel Corporation
-4.08%
-$6,313.47 
PLUG Plug Power Inc.
-4.03%
-$4,239 
SPRX Spear Alpha ETF
-3.96%
-$88,632.38 
AMD Advanced Micro Devices, Inc.
-3.5%
-$90,895.71 
MU Micron Technology, Inc.
-3.45%
-$130,711.16 
LRCX Lam Research Corporation
-3.25%
-$110,328.42 
AMAT Applied Materials, Inc.
-2.96%
-$35,549.9 
ANET Arista Networks, Inc.
-2.94%
-$36,390.9 
AVGO Broadcom Inc.
-2.55%
-$43,273.12 
FDN First Trust Dow Jones Internet Index Fund
-2.51%
-$9,204 
TER Teradyne, Inc.
-2.47%
-$27,248.8 
NFLX Netflix, Inc.
-2.38%
-$5,306.1 
HOOD Robinhood Markets, Inc.
-2.16%
-$4,700.25 
META Meta Platforms Inc Class A
-2.14%
-$49,517.91 
SOXX iShares Semiconductor ETF
-2%
-$25,716.13 
VRT Vertiv Holdings Co
-1.93%
-$14,125.68 
QTUM Defiance Quantum ETF
-1.91%
-$46,961.18 
OXSQ Oxford Square Capital Corp.
-1.83%
-$289.6 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$10,546.65 
FTXL First Trust Nasdaq Semiconductor ETF
-1.8%
-$4,140.6 
IGPT Invesco AI and Next Gen Software ETF
-1.78%
-$6,953.04 
CSCO Cisco Systems, Inc.
-1.73%
-$5,804.5 
VGT Vanguard Information Technology ETF
-1.7%
-$66,541.28 
XOVR ERShares Private-Public Crossover ETF
-1.59%
-$4,432.58 
SMH VanEck Semiconductor ETF
-1.57%
-$4,823.11 
MSFT Microsoft Corp.
-1.53%
-$68,988.96 
SPCX Space Exploration Technologies Corp. Class A
-1.51%
-$2,688 
TMO Thermo Fisher Scientific Inc.
-1.46%
-$4,697.59 
APH Amphenol Corporation
-1.37%
-$14,566.36 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$112,942.41 
QQQM Invesco NASDAQ 100 ETF
-1.35%
-$63,938.8 
GOOGL Alphabet Inc
-1.33%
-$45,008 
CGGR Capital Group Growth ETF
-1.24%
-$48,181.76 
GOOG Alphabet Inc
-1.2%
-$10,329.3 
MGK Vanguard Mega Cap Growth ETF
-1.18%
-$8,961.98 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.17%
-$4,556.24 
UNH UnitedHealth Group Incorporated
-1.16%
-$12,955.98 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$2,996.84 
IWY iShares Russell Top 200 Growth ETF
-1.12%
-$5,997.18 
SHOP Shopify Inc.
-1.08%
-$10,713.43 
USXF iShares ESG Aware MSCI USA ETF
-1.05%
-$14,991.21 
VUG Vanguard Growth ETF
-1.02%
-$3,184.2 
URA Global X Uranium ETF
-1%
-$2,354.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.99%
-$2,098.41 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.97%
-$62,536.32 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$9,806.17 
TSLA Tesla, Inc.
-0.89%
-$29,040.12 
IBIT iShares Bitcoin Trust
-0.88%
-$6,311.13 
SCHE Schwab Emerging Markets Equity ETF
-0.86%
-$12,566.78 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$8,689 
SPEM SPDR Portfolio Emerging Markets ETF
-0.85%
-$7,878.28 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.84%
-$8,571.6 
GBTC Grayscale Bitcoin Trust ETF
-0.82%
-$5,195.84 
FDS FactSet Research Systems Inc.
-0.81%
-$2,858.2 
BUFQ FT Nasdaq Buffer ETF July.
-0.79%
-$4,644.16 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.76%
-$2,548 
QCOM QUALCOMM Incorporated
-0.73%
-$2,199.47 
FESM Fidelity Enhanced Small Cap ETF
-0.73%
-$2,194.5 
UNP Union Pacific Corporation
-0.72%
-$2,337.91 
VB Vanguard Small-Cap ETF
-0.69%
-$2,257.2 
BDX Becton, Dickinson and Company
-0.69%
-$1,985.69 
CGNG Capital Group New Geography Equity ETF
-0.66%
-$27,686.49 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.61%
-$2,311 
CGXU Capital Group International Focus Equity ETF
-0.6%
-$6,877.2 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.59%
-$63,850.47 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$5,626.2 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.56%
-$31,440.67 
JCI Johnson Controls International plc
-0.51%
-$1,356.66 
WELD Tema U.S. Manufacturing & Reshoring ETF
-0.47%
-$8,464.01 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.47%
-$2,101.45 
UGA United States Gasoline Fund, LP
-0.47%
-$3,847.14 
AMZN Amazon.com Inc
-0.47%
-$15,477.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$21,923.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$2,436.06 
DAL Delta Air Lines, Inc.
-0.43%
-$968.33 
FETH Fidelity Ethereum Fund
-0.41%
-$1,544.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.4%
-$15,263.28 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$4,191.36 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$8,029.45 
IWB iShares Russell 1000 ETF
-0.39%
-$862.95 
VOO Vanguard S&P 500 ETF
-0.39%
-$16,621.56 
FPXI First Trust International Equity Opportunities Fund
-0.38%
-$735.47 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$89,060.37 
JMID JHI Mid Cap Growth Alpha ETF
-0.38%
-$1,015.93 
IVV iShares Core S&P 500 ETF
-0.37%
-$42,951.43 
CGUS Capital Group Core Equity ETF
-0.37%
-$1,201.69 
MPWR Monolithic Power Systems, Inc.
-0.34%
-$3,411.8 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$23,503.82 
USO United States Oil Fund, LP
-0.31%
-$1,236.76 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.29%
-$785.09 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.28%
-$2,151 
CGDV Capital Group Dividend Value ETF
-0.26%
-$5,381.74 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.26%
-$733.18 
SLV iShares Silver Trust
-0.25%
-$6,057.63 
CEG Constellation Energy Corporation
-0.25%
-$629 
ABT Abbott Laboratories
-0.23%
-$547.68 
VO Vanguard Mid-Cap ETF
-0.23%
-$2,355.24 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$2,998.32 
AVUS Avantis U.S. Equity ETF
-0.19%
-$589.23 
TGT Target Corporation
-0.17%
-$642.6 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.14%
-$701.12 
EMR Emerson Electric Co.
-0.14%
-$801.23 
EQWL Invesco S&P 100 Equal Weight ETF
-0.12%
-$3,477.58 
RSP Invesco S&P 500 Equal Weight ETF
-0.07%
-$646.24 
GWW W.W. Grainger, Inc.
-0.07%
-$138.6 
MMM 3M Company
-0.04%
-$117.11 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.04%
-$86.98 
AOK iShares Core Conservative Allocation ETF
-0.04%
-$164.73 
GLD SPDR Gold Shares
-0.03%
-$1,303.33 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$34.48 
SBUX Starbucks Corporation
-0.01%
-$20.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2778 | Longs Won 1640/2778 59% | Profit Factor 3.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,544 |
| Average Win $67,700.47 | Best Trade (Oct 15) $3.66M | Sharpe Ratio -9.6 |
| Average Loss -$28,443.98 | Worst Trade (Sep 30) -$566,748.05 | Z-Score -2.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $28,315.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,159 | $4.44M | $6.61M | - | $2.17M | 48.88% | +0.839% |
| ABT Abbott Laboratories | 2,282 | $207,106 | $238,332.08 | - | $31,226.08 | 15.08% | -0.229% |
| ADI Analog Devices, Inc. | 5,981 | $1.61M | $2.44M | - | $834,494.47 | 51.95% | +1.025% |
| AMAT Applied Materials, Inc. | 2,797 | $718,811.99 | $1.17M | - | $448,376.11 | 62.38% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 4,614 | $677,056.44 | $2.5M | - | $1.83M | 269.72% | -3.504% |
| AMGN Amgen Inc. | 2,529 | $827,716.95 | $1.1M | - | $275,559.3 | 33.29% | +0.511% |
| AMZN Amazon.com Inc | 13,006 | $2.01M | $3.3M | - | $1.28M | 63.7% | -0.467% |
| ANET Arista Networks, Inc. | 6,665 | $971,156.91 | $1.2M | - | $229,342.89 | 23.62% | -2.942% |
| AOK iShares Core Conservative Allocation ETF | 10,982 | $440,652.17 | $445,484.83 | - | $4,832.66 | 1.1% | -0.037% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,349 | $203,953.26 | $212,361.67 | - | $8,408.41 | 4.12% | -0.041% |
| APD Air Products and Chemicals, Inc. | 987 | $243,695 | $294,737.94 | - | $51,042.94 | 20.95% | +0.681% |
| APH Amphenol Corporation | 13,064 | $404,174.03 | $1.05M | - | $645,844.97 | 159.79% | -1.368% |
| ASML ASML Holding N.V. New York Registry Shares | 134 | $266,585 | $223,014.19 | - | -$43,570.81 | -16.34% | +0.413% |
| AVGO Broadcom Inc. | 4,923 | $1.54M | $1.65M | - | $115,169.19 | 7.49% | -2.553% |
| AVUS Avantis U.S. Equity ETF | 2,405 | $308,032 | $311,507.62 | - | $3,475.62 | 1.13% | -0.189% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,474 | $454,637.74 | $540,078.91 | - | $85,441.17 | 18.79% | +0.228% |
| BDX Becton, Dickinson and Company | 1,493 | $219,822.47 | $287,297.99 | - | $67,475.52 | 30.7% | -0.686% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 66,813 | $6.12M | $6.12M | - | -$6,614 | -0.11% | +0.022% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 10,047 | $998,909.4 | $997,014.04 | - | -$1,895.36 | -0.19% | +0.045% |
| BINC iShares Flexible Income Active ETF | 15,529 | $810,760.05 | $788,096.75 | - | -$22,663.3 | -2.8% | +0.118% |
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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 - $981,641.02, Invesco S&P 500 Pure Value ETF - $597,772.31, State Street Technology Select Sector SPDR ETF - $481,714.09, 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 $10.36M 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 - $402,797.31, iShares Core MSCI International Developed Markets ETF (IDEV) - $326,154.46, Vanguard Total Bond Market Index Fund - $321,467.66, and iShares Core S&P 500 ETF - $315,130.69. 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.
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