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:
45.92%
Gain -1.5%
Monthly
0.61%
Yearly
7.62%
Drawdown
18.79%
$58.31M
Equity
Holdings
$58.31M
Investment
$53.44M
$9.98M
Profit -$752,812.23
Realized
$5.12M
Unrealized
$4.86M
Dividends
$2.39M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.5%
Profit
-$752,812.23
Win %
69%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$230,422.41
Win %
69%
This Month
Compared to last month
Gain
0.5%
Profit
$287,931.11
Win %
69%
This Year
Compared to last year
Gain
0.77%
Profit
$442,936.91
Win %
66%
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+8.35%
+$74,152.54 
MRVL Marvell Technology, Inc.
+5.45%
+$45,540 
MU Micron Technology, Inc.
+4.12%
+$35,881.94 
ARM Arm Holdings plc American Depositary Receipt
+3.79%
+$25,774 
NOK Nokia Corporation Sponsored ADR
+2.37%
+$30,924.81 
NVDA NVIDIA Corporation
+1.65%
+$43,318.12 
IONQ IonQ, Inc.
+1.31%
+$7,650 
SHEL Shell plc
+0.97%
+$11,809.52 
OKTA Okta Inc.
+0.62%
+$6,296.4 
PWR Quanta Services Inc.
+0.44%
+$3,283.5 
RKLB Rocket Lab Corporation
+0.1%
+$2,341.32 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
CDNS Cadence Design Systems, Inc.
-4.85%
-$39,933 
WDAY Workday Inc.
-3.66%
-$45,390 
AAPL Apple Inc.
-2.9%
-$33,460.06 
SOFI SoFi Technologies, Inc.
-1.9%
-$21,084 
C Citigroup Inc.
-1.89%
-$67,860 
MSFT Microsoft Corp.
-1.87%
-$47,834.01 
JPM JPMorgan Chase & Co.
-1.77%
-$70,436.81 
BKR Baker Hughes Company
-1.36%
-$12,961.5 
RVMD Revolution Medicines Inc.
-1.26%
-$11,947.5 
CVX Chevron Corporation
-1.26%
-$20,440.85 
GS The Goldman Sachs Group, Inc.
-1.2%
-$12,500 
AXP American Express Company
-1.07%
-$14,160 
CNQ Canadian Natural Resources Limited
-1.04%
-$13,250 
PBR Petrobras S.A. Sponsored ADR
-1%
-$37,947.48 
MA Mastercard Incorporated
-1%
-$7,221.45 
XLV Health Care Select Sector SPDR Fund
-0.95%
-$11,480 
CMG Chipotle Mexican Grill, Inc.
-0.94%
-$4,570.62 
PHYS Sprott Physical Gold Trust
-0.66%
-$19,125 
HLT Hilton Worldwide Holdings Inc.
-0.6%
-$6,580 
IAU iShares Gold Trust
-0.59%
-$23,514.5 
GLD SPDR Gold Shares
-0.58%
-$14,018.55 
KGS Kodiak Gas Services Inc.
-0.45%
-$3,575 
PL PLANET LABS PBC
-0.44%
-$1,200 
AVGO Broadcom Inc.
-0.33%
-$5,111.05 
SPCX Space Exploration Technologies Corp. Class A
-0.29%
-$4,813.6 
PAM Pampa Energia S.A. Sponsored ADR
-0.25%
-$1,470 Events
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Dividends
Dividend Analysis
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| Trades 574 | Longs Won 301/574 52% | Profit Factor 1.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $426,998.6 |
| Average Win $172,609.2 | Best Trade (Mar 30) $2.4M | Sharpe Ratio -8.55 |
| Average Loss -$153,757.32 | Worst Trade (Dec 31) -$8.26M | Z-Score -2.08 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 4d | Expectancy $17,386.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 0.35% | 1.93% | 8.45% | 31.14% |
| Consecutive Losing Trades | 379 | 341 | 303 | 265 | 228 | 190 | 152 | 114 | 76 | 38 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,520 | $1.02M | $1.12M | - | $103,291.98 | 10.14% | -2.896% |
| ARM Arm Holdings plc American Depositary Receipt | 2,800 | $992,796.03 | $705,026 | - | -$287,770.03 | -28.99% | +3.794% |
| AVGO Broadcom Inc. | 4,295 | $1.17M | $1.53M | - | $357,898.35 | 30.56% | -0.333% |
| AXP American Express Company | 4,000 | $1.35M | $1.31M | - | -$47,880 | -3.54% | -1.073% |
| BKR Baker Hughes Company | 15,000 | $832,500 | $941,638.5 | - | $109,138.5 | 13.11% | -1.358% |
| C Citigroup Inc. | 26,000 | $3.64M | $3.52M | - | -$115,180.26 | -3.17% | -1.889% |
| CDNS Cadence Design Systems, Inc. | 2,700 | $1.01M | $783,229.5 | - | -$230,134.53 | -22.71% | -4.851% |
| CMG Chipotle Mexican Grill, Inc. | 12,875 | $336,681.25 | $479,143.12 | - | $142,461.87 | 42.31% | -0.945% |
| CNQ Canadian Natural Resources Limited | 25,000 | $1.03M | $1.27M | - | $239,750 | 23.38% | -1.036% |
| CVX Chevron Corporation | 7,699 | $1.21M | $1.61M | - | $395,451.19 | 32.65% | -1.256% |
| GLD SPDR Gold Shares | 5,915 | $1.46M | $2.41M | - | $956,200.85 | 65.66% | -0.578% |
| GS The Goldman Sachs Group, Inc. | 1,000 | $1.01M | $1.03M | - | $14,060 | 1.39% | -1.204% |
| HLT Hilton Worldwide Holdings Inc. | 3,500 | $1.16M | $1.09M | - | -$62,964.97 | -5.44% | -0.598% |
| IAU iShares Gold Trust | 47,029 | $2.48M | $3.93M | - | $1.45M | 58.47% | -0.595% |
| INDA ISHARES MSCI INDIA ETF | 50,000 | $2.47M | $2.5M | - | $26,250 | 1.06% | 0.0 |
| IONQ IonQ, Inc. | 15,000 | $798,900 | $592,950 | - | -$205,950 | -25.78% | +1.307% |
| JPM JPMorgan Chase & Co. | 10,980 | $3.55M | $3.9M | - | $358,260.7 | 10.1% | -1.772% |
| KGS Kodiak Gas Services Inc. | 13,000 | $976,690 | $798,460 | - | -$178,230 | -18.25% | -0.446% |
| MA Mastercard Incorporated | 1,235 | $400,720.8 | $716,130.4 | - | $315,409.6 | 78.71% | -0.998% |
| MRVL Marvell Technology, Inc. | 4,000 | $1.19M | $880,860 | - | -$310,700.04 | -26.08% | +5.452% |
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Option values are updated at end of day.
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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 Jared Schneid?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.79M, Alibaba Group Holding Limited SP ADR - $2.33M, Broadcom Inc - $2.11M, GE Vernova Inc - $1.56M, and Meta Platforms Inc Class A - $991,451.6. 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, Tesla, Inc - $1.22M, Plug Power Inc - $1.1M, Chart Industries Inc - $893,699.2, and Zoom Video Communications, Inc - $801,771.28. 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 $2.39M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $115,438, Microsoft Corp - $92,803.49, Citigroup Inc - $80,960, iShares MSCI Emerging Markets ETF - $80,205.93, and Gilead Sciences Inc - $75,675.1. 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.
