JBB
James B. Boucher Portfolio
Invests via Wilson & Boucher Capital Management LLC | Managed by James B. Boucher
Invests via Wilson & Boucher Capital Management LLC
Managed by James B. Boucher
Automatically Tracked
James B. Boucher Profile
With a robust background in financial services, James B. Boucher has established himself as a significant player in the investment landscape. He draws from years of experience working at leading investment firms, where he honed his skills in both portfolio management and strategic market analysis. Known for his deep understanding of macroeconomic trends and sector dynamics, he is actively involved in identifying new opportunities within evolving markets. His insights have proven invaluable to corporate leaders seeking to navigate complex financial environments effectively.
With a robust background in financial services, James B. Boucher has established himself as a significant player in the investment landscape. He draws from years of experience working at leading investment firms, where he honed his skills in both portfolio management and strategic market analysis. Known for his deep understanding of macroeconomic trends and sector dynamics, he is actively involved in identifying new opportunities within evolving markets. His insights have proven invaluable to corporate leaders seeking to navigate complex financial environments effectively.
Investment Philosophy & Strategy
Focusing on market evolution, James B. Boucher employs a contrarian investment strategy to capitalize on mispriced assets and emerging opportunities. Leveraging his extensive financial services background, he delves into thorough analysis of macroeconomic factors while identifying sectors poised for growth amidst volatility. His experience enables him to uncover overlooked value propositions that can drive long-term returns for investors. Aiming to challenge conventional thinking, he aligns his strategies with companies displaying resilience and innovative potential within shifting economic landscapes.
Focusing on market evolution, James B. Boucher employs a contrarian investment strategy to capitalize on mispriced assets and emerging opportunities. Leveraging his extensive financial services background, he delves into thorough analysis of macroeconomic factors while identifying sectors poised for growth amidst volatility. His experience enables him to uncover overlooked value propositions that can drive long-term returns for investors. Aiming to challenge conventional thinking, he aligns his strategies with companies displaying resilience and innovative potential within shifting economic landscapes.
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:
41.41%
Gain +0.48%
Monthly
0.49%
Yearly
6.09%
Drawdown
16.4%
$167.1M
Equity
Holdings
$167.1M
Investment
$120.11M
$46.9M
Profit +$955,444.96
Realized
-$90,275.56
Unrealized
$46.99M
Dividends
$9.81M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.48%
Profit
$955,444.96
Win %
85%
This Week
Compared To Last Week
Gain
0.21%
Profit
$350,265.49
Win %
85%
This Month
Compared to last month
Gain
-0.34%
Profit
-$571,911.29
Win %
85%
This Year
Compared to last year
Gain
10.31%
Profit
$15.62M
Win %
85%
QCOM QUALCOMM Incorporated
+4.28%
+$44,285.31 
SCHW Charles Schwab Corporation
+2.73%
+$36,905 
AMAT Applied Materials, Inc.
+2.64%
+$103,935.54 
GS The Goldman Sachs Group, Inc.
+2.61%
+$25,929.6 
EMN Eastman Chemical Company
+2.58%
+$8,321.67 
VZ Verizon Communications Inc.
+2.46%
+$8,637.09 
JPM JPMorgan Chase & Co.
+2.3%
+$13,364.24 
SYK Stryker Corporation
+2.11%
+$53,934.46 
GIS General Mills, Inc.
+2.01%
+$3,470.72 
XLB Materials Select Sector SPDR Fund
+1.9%
+$29,234.4 
WFC Wells Fargo & Company
+1.64%
+$14,843.25 
UNP Union Pacific Corporation
+1.58%
+$13,124 
CAT Caterpillar Inc.
+1.48%
+$79,533.72 
CVS CVS Health Corporation
+1.46%
+$10,069.5 
XLF Financial Select Sector SPDR Fund
+1.39%
+$12,574.25 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$7,913.5 
ABBV AbbVie Inc.
+1.3%
+$16,265.7 
NEE NextEra Energy, Inc.
+1.3%
+$20,491.9 
C Citigroup Inc.
+1.27%
+$3,076.49 
ITW Illinois Tool Works Inc.
+1.16%
+$16,522.8 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$15,933.51 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$28,764.16 
JNJ Johnson & Johnson
+1.07%
+$25,311.3 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$8,356.2 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,408.32 
EES WisdomTree U.S. SmallCap Fund
+0.98%
+$3,483 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$2,322 
VO Vanguard Mid-Cap ETF
+0.97%
+$47,665.89 
VNQ Vanguard Real Estate ETF
+0.95%
+$3,700 
VTV Vanguard Value ETF
+0.94%
+$39,641.36 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$23,664.34 
IWC iShares Micro-Cap ETF
+0.91%
+$2,932.5 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$5,234.77 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$4,355.26 
PG Procter & Gamble Co
+0.85%
+$13,885.32 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$3,192.02 
VDE Vanguard Energy ETF
+0.81%
+$2,161.48 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$15,997.03 
XLE Energy Select Sector SPDR Fund
+0.77%
+$11,088.88 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$2,652 
SBUX Starbucks Corporation
+0.74%
+$6,341.44 
CVX Chevron Corporation
+0.74%
+$3,926.42 
HD The Home Depot, Inc.
+0.73%
+$3,226.49 
VB Vanguard Small-Cap ETF
+0.73%
+$41,649.61 
ROBO ROBO Global Robotics & Automation Index ETF
+0.73%
+$2,025 
UNH UnitedHealth Group Incorporated
+0.72%
+$6,420.96 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$1,662.5 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,477.31 
COST Costco Wholesale Corporation
+0.68%
+$8,724.6 
EMR Emerson Electric Co.
+0.66%
+$4,722.58 
DUK Duke Energy Corporation
+0.64%
+$5,001.35 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$1,797.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$117,371.42 
VGT Vanguard Information Technology ETF
+0.6%
+$7,700 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$4,062.94 
CMI Cummins Inc.
+0.59%
+$10,761.68 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$5,688.56 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,154.64 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$20,819.82 
HIO Western Asset High Income Opportunity Fund Inc.
+0.56%
+$722 
HON Honeywell International Inc.
+0.55%
+$6,628.38 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$2,304 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$36,582.56 
VT Vanguard Total World Stock ETF
+0.46%
+$15,558.48 
URI United Rentals, Inc.
+0.46%
+$1,938.26 
GOOG Alphabet Inc
+0.45%
+$6,300.76 
WMT Walmart Inc.
+0.41%
+$8,326 
PEP PepsiCo, Inc.
+0.4%
+$6,855.02 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$24,032.23 
BN Brookfield Corporation
+0.4%
+$956.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$5,459.25 
AMGN Amgen Inc.
+0.34%
+$3,383.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,504.5 
SCHF Schwab International Equity ETF
+0.29%
+$4,079.04 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$681.5 
XOM Exxon Mobil Corporation
+0.28%
+$1,842.54 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$677.6 
VUG Vanguard Growth ETF
+0.22%
+$8,487.3 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$1,130.14 
CARR Carrier Global Corporation
+0.21%
+$808.2 
TRV The Travelers Companies, Inc.
+0.21%
+$1,945.47 
ADP Automatic Data Processing Inc.
+0.2%
+$939.84 
NVDA NVIDIA Corporation
+0.14%
+$409.86 
PFF iShares Preferred and Income Securities ETF
+0.11%
+$290.5 
MSFT Microsoft Corp.
+0.1%
+$3,148.4 
XT iShares Future Exponential Technologies ETF
+0.1%
+$620.16 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$271.2 
GLD SPDR Gold Shares
+0.06%
+$185.14 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$142 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$456 
ORCL Oracle Corporation
+0.05%
+$1,277.68 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$273 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$129.5 
HWM Howmet Aerospace Inc.
+0.01%
+$23.47 
HACK
0%
$0 
MOAT
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$15,148.9 
ABT Abbott Laboratories
-1.68%
-$16,170.59 
AAPL Apple Inc.
-1.52%
-$151,587 
AMZN Amazon.com Inc
-1.23%
-$16,090.56 
IBM International Business Machines Corporation
-0.97%
-$6,207.77 
ITB iShares U.S. Home Construction ETF
-0.7%
-$5,378.12 
CSCO Cisco Systems, Inc.
-0.6%
-$10,874.08 
SYY Sysco Corporation
-0.54%
-$3,371.2 
UPS United Parcel Service, Inc.
-0.52%
-$1,751.5 
MCK McKesson Corporation
-0.36%
-$2,136.4 
DGX Quest Diagnostics Inc.
-0.35%
-$846 
META Meta Platforms Inc Class A
-0.26%
-$749.65 
CRM Salesforce Inc
-0.25%
-$543.25 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$4,161.72 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$3,602.85 
VHT Vanguard Health Care ETF
-0.13%
-$369.99 
LOW Lowe's Companies Inc.
-0.12%
-$847.61 
PGX Invesco Preferred ETF
-0.05%
-$112.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1152 | Longs Won 684/1152 59% | Profit Factor 7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,468.31 |
| Average Win $79,993.16 | Best Trade (Jun 12) $3.66M | Sharpe Ratio -11.81 |
| Average Loss -$16,704.7 | Worst Trade (Jun 12) -$548,475.47 | Z-Score 4.26 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 5d | Expectancy $40,709.65 |
| 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 | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
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
