Jared Schneid Portfolio
Invests via Connective Portfolio Management LLC | Managed by Philippe Comby, Rudolf Millisits
Invests via Connective Portfolio Management LLC
Managed by Philippe Comby, Rudolf Millisits
Automatically Tracked
Jared Schneid Profile
Jared Schneid has built a notable career as an investor-operator, leveraging his extensive expertise to drive growth within entrepreneurial ventures. His diverse background encompasses various leadership roles across startups and established firms, where he has consistently demonstrated an ability to navigate complex markets. As an advocate for innovation, he actively engages in developing scalable business models that capture emerging opportunities. With a sharp focus on technology-driven solutions, his insights have contributed significantly to optimizing operational performance and enhancing market competitiveness. Jared's unique blend of experience equips him to influence investment decisions effectively while fostering sustainable value creation.
Jared Schneid has built a notable career as an investor-operator, leveraging his extensive expertise to drive growth within entrepreneurial ventures. His diverse background encompasses various leadership roles across startups and established firms, where he has consistently demonstrated an ability to navigate complex markets. As an advocate for innovation, he actively engages in developing scalable business models that capture emerging opportunities. With a sharp focus on technology-driven solutions, his insights have contributed significantly to optimizing operational performance and enhancing market competitiveness. Jared's unique blend of experience equips him to influence investment decisions effectively while fostering sustainable value creation.
Investment Philosophy & Strategy
Through a growth lens, Jared Schneid prioritizes the identification of innovative opportunities that align with evolving market demands. His extensive experience in leadership roles allows him to assess business models critically and drive strategic initiatives tailored for scalability. With a keen emphasis on technology integration, he not only seeks to enhance operational efficiency but also positions investments for sustainable competitive advantages. The focus is firmly placed on fostering entrepreneurial spirit while harnessing insights from his multifaceted background to inform decision-making processes effectively.
Through a growth lens, Jared Schneid prioritizes the identification of innovative opportunities that align with evolving market demands. His extensive experience in leadership roles allows him to assess business models critically and drive strategic initiatives tailored for scalability. With a keen emphasis on technology integration, he not only seeks to enhance operational efficiency but also positions investments for sustainable competitive advantages. The focus is firmly placed on fostering entrepreneurial spirit while harnessing insights from his multifaceted background to inform decision-making processes effectively.
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:
37.39%
Gain +2.92%
Monthly
0.72%
Yearly
9.02%
Drawdown
18.84%
$54.69M
Equity
Holdings
$54.69M
Investment
$53.44M
$13.19M
Profit +$1.48M
Realized
$11.94M
Unrealized
$1.25M
Dividends
$2.26M
Goals
Avg. 36.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.92%
Profit
$1.48M
Win %
61%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$619,791.66
Win %
61%
This Month
Compared to last month
Gain
-5.48%
Profit
-$3.17M
Win %
61%
This Year
Compared to last year
Gain
-5.48%
Profit
-$3.17M
Win %
71%
MRVL Marvell Technology, Inc.
+5.05%
+$38,080 
MU Micron Technology, Inc.
+4.1%
+$31,658.9 
AVGO Broadcom Inc.
+3%
+$47,781.87 
ARM Arm Holdings plc American Depositary Receipt
+2.33%
+$17,416 
PAM Pampa Energia S.A. Sponsored ADR
+2.28%
+$13,090 
MSFT Microsoft Corp.
+2.03%
+$40,242.19 
OKTA Okta Inc.
+1.96%
+$17,580.06 
WDAY Workday Inc.
+1.94%
+$16,860 
PBR Petrobras S.A. Sponsored ADR
+1.7%
+$56,486 
CVX Chevron Corporation
+1.33%
+$19,247.58 
PL PLANET LABS PBC
+1.2%
+$4,050 
NOK Nokia Corporation Sponsored ADR
+1.14%
+$15,375.5 
PWR Quanta Services Inc.
+1.03%
+$7,743.1 
NVDA NVIDIA Corporation
+0.99%
+$23,064.86 
CDNS Cadence Design Systems, Inc.
+0.96%
+$8,572.5 
IONQ IonQ, Inc.
+0.81%
+$4,200 
MA Mastercard Incorporated
+0.55%
+$3,667.93 
RKLB Rocket Lab Corporation
+0.39%
+$9,350.9 
HLT Hilton Worldwide Holdings Inc.
+0.32%
+$3,640 
SOFI SoFi Technologies, Inc.
+0.23%
+$2,406 
KGS Kodiak Gas Services Inc.
+0.2%
+$1,690 
C Citigroup Inc.
+0.13%
+$4,419.74 
CNQ Canadian Natural Resources Limited
+0.1%
+$1,125 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$15,128.12 
AAPL Apple Inc.
-2.48%
-$29,110.36 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-1.75%
-$17,380.09 
SHEL Shell plc
-1.24%
-$14,250.6 
RVMD Revolution Medicines Inc.
-0.99%
-$8,325 
SPCX Space Exploration Technologies Corp. Class A
-0.65%
-$8,800 
XLV Health Care Select Sector SPDR Fund
-0.63%
-$7,140 
JPM JPMorgan Chase & Co.
-0.49%
-$18,446.4 
GS The Goldman Sachs Group, Inc.
-0.48%
-$5,120 
INDA ISHARES MSCI INDIA ETF
-0.48%
-$11,750 
AXP American Express Company
-0.44%
-$6,240.04 
BKR Baker Hughes Company
-0.19%
-$1,575 
PHYS Sprott Physical Gold Trust
-0.18%
-$4,675 
IAU iShares Gold Trust
-0.17%
-$5,878.62 
GLD SPDR Gold Shares
-0.16%
-$3,549 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 574 | Longs Won 216/574 37% | Profit Factor 1.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,246.59 |
| Average Win $163,882.91 | Best Trade (Dec 31) $1.26M | Sharpe Ratio -9.64 |
| Average Loss -$62,035.87 | Worst Trade (Dec 31) -$8.26M | Z-Score -7.83 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w | Expectancy $22,978.86 |
| 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% | 0.02% | 0.28% | 2.55% | 17.69% |
| Consecutive Losing Trades | 882 | 794 | 705 | 617 | 529 | 441 | 353 | 265 | 176 | 88 |
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
FAQ
Which stocks have generated the highest profits for Jared Schneid?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.79M, Broadcom Inc - $2.17M, GE Vernova Inc - $1.56M, iShares Gold Trust - $886,024.16, and SPDR Gold Shares - $835,755.65. 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: Regeneron Pharmaceuticals, Inc - $8.12M, Plug Power Inc - $1.1M, Chart Industries Inc - $717,075.2, Simon Property Group, Inc - $450,475.8, and Tesla, Inc - $347,240.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jared Schneid's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.26M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $98,968, Microsoft Corp - $88,231.65, iShares MSCI Emerging Markets ETF - $80,205.93, Gilead Sciences Inc - $75,675.1, and iShares MSCI Brazil ETF - $71,875.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jared Schneid's monthly returns?
Jared Schneid'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 Jared Schneid's strategy be considered aggressive or moderate?
Jared Schneid'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 Jared Schneid's strategy?
Jared Schneid'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.
