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:
7.62%
Gain -0.49%
Monthly
-0.05%
Yearly
-0.59%
Drawdown
25.6%
$167.85M
Equity
Holdings
$167.85M
Investment
$168.73M
-$3.5M
Profit -$826,781.43
Realized
-$2.62M
Unrealized
-$879,678.74
Dividends
$9.6M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$826,781.43
Win %
45%
This Week
Compared To Last Week
Gain
0.22%
Profit
$374,905.55
Win %
45%
This Month
Compared to last month
Gain
0.53%
Profit
$878,691.43
Win %
45%
This Year
Compared to last year
Gain
-0.52%
Profit
-$879,676.03
Win %
45%
LLY Eli Lilly and Company
+3.46%
+$21,894.61 
CVS CVS Health Corporation
+3.27%
+$19,068.75 
AMGN Amgen Inc.
+2.61%
+$29,130.34 
ABBV AbbVie Inc.
+2.52%
+$36,892.8 
JNJ Johnson & Johnson
+2.12%
+$51,749.39 
NVO Novo Nordisk A/S Sponsored ADR
+1.85%
+$29,883.61 
XLV Health Care Select Sector SPDR Fund
+1.64%
+$39,878.02 
VHT Vanguard Health Care ETF
+1.44%
+$4,500 
ADP Automatic Data Processing Inc.
+1.28%
+$6,830.78 
AMZN Amazon.com Inc
+1.1%
+$15,063.01 
COST Costco Wholesale Corporation
+1.08%
+$13,174.71 
UNH UnitedHealth Group Incorporated
+1.07%
+$8,421.88 
WMT Walmart Inc.
+0.91%
+$15,376.2 
AAPL Apple Inc.
+0.81%
+$89,324.58 
TRV The Travelers Companies, Inc.
+0.75%
+$7,961.95 
ABT Abbott Laboratories
+0.68%
+$6,838.19 
INTC Intel Corporation
+0.46%
+$1,263.6 
VDC VANGUARD CONSUMER STAPLES ETF
+0.34%
+$2,236.09 
VZ Verizon Communications Inc.
+0.32%
+$1,083.59 
DUK Duke Energy Corporation
+0.15%
+$1,069.47 
SYK Stryker Corporation
+0.14%
+$3,042.96 
UPS United Parcel Service, Inc.
+0.12%
+$341 
DGX Quest Diagnostics Inc.
+0.09%
+$240 
XLU Utilities Select Sector SPDR Fund
+0.07%
+$1,869.57 
UNP Union Pacific Corporation
+0.04%
+$326.16 
PG Procter & Gamble Co
+0.03%
+$512.3 
BRK-B Berkshire Hathaway Inc.
0%
+$21.86 
CRM Salesforce Inc
0%
-$0.01 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HACK
HACK
0%
$0 MOAT
MOAT
0%
$0 
CAT Caterpillar Inc.
-5.6%
-$280,352.64 
URI United Rentals, Inc.
-3.31%
-$13,707.57 
CMI Cummins Inc.
-2.96%
-$43,741.88 
ITB iShares U.S. Home Construction ETF
-2.81%
-$16,979.96 
HWM Howmet Aerospace Inc.
-2.78%
-$10,141.58 
SBUX Starbucks Corporation
-2.48%
-$19,501.72 
QCOM QUALCOMM Incorporated
-2.03%
-$18,705.43 
CARR Carrier Global Corporation
-1.93%
-$5,819.03 
META Meta Platforms Inc Class A
-1.88%
-$6,268.9 
XLI Industrial Select Sector SPDR Fund
-1.87%
-$4,959.45 
ITW Illinois Tool Works Inc.
-1.86%
-$27,931.34 
ROBO ROBO Global Robotics & Automation Index ETF
-1.85%
-$5,197.5 
FLEX Flex Ltd.
-1.71%
-$3,519 
AMAT Applied Materials, Inc.
-1.66%
-$54,771.32 
WFC Wells Fargo & Company
-1.59%
-$13,903.5 
HON Honeywell International Inc.
-1.56%
-$9,120.87 
C Citigroup Inc.
-1.46%
-$3,231.72 
SCHW Charles Schwab Corporation
-1.41%
-$20,719.6 
EMN Eastman Chemical Company
-1.4%
-$3,780 
SCHM Schwab U.S. Mid-Cap ETF
-1.38%
-$11,083.2 
LOW Lowe's Companies Inc.
-1.34%
-$7,990.45 
SCHA Schwab U.S. Small-Cap ETF
-1.3%
-$16,229.84 
GS The Goldman Sachs Group, Inc.
-1.29%
-$11,127.46 
NEE NextEra Energy, Inc.
-1.28%
-$18,653 
SCHC Schwab International Small-Cap Equity ETF
-1.25%
-$3,031.25 
XLB Materials Select Sector SPDR Fund
-1.22%
-$17,868.07 
VB Vanguard Small-Cap ETF
-1.21%
-$67,765.54 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.18%
-$5,628.48 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$4,230 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$6,924.4 
PEP PepsiCo, Inc.
-1.14%
-$15,363.92 
GLD SPDR Gold Shares
-1.14%
-$5,920.34 
EEM iShares MSCI Emerging Markets ETF
-1.14%
-$2,584.62 
EMR Emerson Electric Co.
-1.11%
-$8,933.89 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.11%
-$2,632 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$21,775.67 
CVX Chevron Corporation
-1.09%
-$6,462.83 
NUE Nucor Corporation
-1.06%
-$2,407.51 
IWC iShares Micro-Cap ETF
-1.04%
-$3,329.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.03%
-$21,492.87 
SCHF Schwab International Equity ETF
-1.03%
-$14,804.33 
IEFA iShares Core MSCI EAFE ETF
-1%
-$3,003 
VEU Vanguard FTSE All-World ex-US ETF
-0.99%
-$64,709.29 
BN Brookfield Corporation
-0.96%
-$1,913.04 
XLE Energy Select Sector SPDR Fund
-0.93%
-$14,692.77 
VDE Vanguard Energy ETF
-0.92%
-$2,534.25 
NVDA NVIDIA Corporation
-0.86%
-$2,866.96 
VO Vanguard Mid-Cap ETF
-0.86%
-$42,282.1 
BNY BlackRock New York Municipal Income Trust
-0.8%
-$4,579.3 
PGX Invesco Preferred ETF
-0.8%
-$1,800 
MCK McKesson Corporation
-0.77%
-$5,501.82 
HIO Western Asset High Income Opportunity Fund Inc.
-0.76%
-$824.37 
VNQ Vanguard Real Estate ETF
-0.75%
-$2,700 
XT iShares Future Exponential Technologies ETF
-0.66%
-$4,289.54 
JPM JPMorgan Chase & Co.
-0.66%
-$4,043.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$1,280 
VT Vanguard Total World Stock ETF
-0.62%
-$23,993 
DSI iShares MSCI KLD 400 Social ETF
-0.61%
-$2,576 
HD The Home Depot, Inc.
-0.6%
-$2,308.5 
XOVR ERShares Private-Public Crossover ETF
-0.58%
-$2,132 
VCR Vanguard Consumer Discretionary ETF
-0.55%
-$2,529.43 
IWF iShares Russell 1000 Growth ETF
-0.46%
-$2,169.24 
XLF Financial Select Sector SPDR Fund
-0.46%
-$4,431.22 
GOOG Alphabet Inc
-0.46%
-$6,166.74 
PFF iShares Preferred and Income Securities ETF
-0.46%
-$1,120.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.46%
-$2,646.75 
CAH Cardinal Health Inc.
-0.46%
-$958.5 
SCHB Schwab U.S. Broad Market ETF
-0.4%
-$30,459.12 
VGT Vanguard Information Technology ETF
-0.39%
-$5,610 
XOM Exxon Mobil Corporation
-0.38%
-$2,770.74 
IBM International Business Machines Corporation
-0.38%
-$1,919.38 
VUG Vanguard Growth ETF
-0.38%
-$15,572.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.37%
-$1,656 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.36%
-$71,588.02 
XLK State Street Technology Select Sector SPDR ETF
-0.36%
-$10,120.32 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$3,425.77 
ORCL Oracle Corporation
-0.33%
-$6,801.12 
MSFT Microsoft Corp.
-0.28%
-$11,519.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.27%
-$1,475 
SYY Sysco Corporation
-0.27%
-$1,576.45 
SPY SPDR S&P 500 ETF Trust
-0.26%
-$2,958.16 
IWD iShares Russell 1000 Value ETF
-0.26%
-$640.25 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.18%
-$1,472.5 
VTV Vanguard Value ETF
-0.18%
-$7,991.38 
CSCO Cisco Systems, Inc.
-0.17%
-$2,949.2 
VIG Vanguard Dividend Appreciation ETF
-0.17%
-$6,214.8 
FALN iShares Fallen Angels USD Bond ETF
-0.14%
-$962.5 
JNK SPDR Bloomberg High Yield Bond ETF
-0.12%
-$396 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.06%
-$142 Events
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Dividends
Dividend Analysis
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| Trades 1300 | Longs Won 674/1300 51% | Profit Factor 1.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $200,212.58 |
| Average Win $63,761.06 | Best Trade (Jun 29) $3.66M | Sharpe Ratio -8.71 |
| Average Loss -$35,783.35 | Worst Trade (Mar 30) -$3.19M | Z-Score -14.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 6d | Expectancy -$2,694.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,268 | $9.63M | $11.19M | - | $1.56M | 16.23% | +0.805% |
| ABBV AbbVie Inc. | 5,490 | $1.4M | $1.5M | - | $104,859 | 7.51% | +2.52% |
| ABT Abbott Laboratories | 10,283 | $933,079.42 | $1.02M | - | $83,138.05 | 8.91% | +0.677% |
| ADP Automatic Data Processing Inc. | 2,036 | $455,962.2 | $540,995.74 | - | $85,033.54 | 18.65% | +1.279% |
| AMAT Applied Materials, Inc. | 6,224 | $4.5M | $3.25M | - | -$1.25M | -27.87% | -1.66% |
| AMGN Amgen Inc. | 2,773 | $1M | $1.15M | - | $141,381.4 | 14.08% | +2.609% |
| AMZN Amazon.com Inc | 5,351 | $1.28M | $1.39M | - | $111,113.51 | 8.71% | +1.098% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 29,450 | $861,118 | $814,587 | - | -$46,531 | -5.4% | -0.18% |
| BN Brookfield Corporation | 5,314 | $226,323.26 | $196,246.02 | - | -$30,077.24 | -13.29% | -0.965% |
| BNY BlackRock New York Municipal Income Trust | 3,982 | $570,421.5 | $567,753.56 | - | -$2,667.94 | -0.47% | -0.8% |
| BRK-B Berkshire Hathaway Inc. | 1,093 | $546,926.27 | $552,577.08 | - | $5,650.81 | 1.03% | +0.004% |
| C Citigroup Inc. | 1,719 | $240,591.26 | $217,694.16 | - | -$22,897.1 | -9.52% | -1.463% |
| CAH Cardinal Health Inc. | 900 | $213,804 | $209,137.5 | - | -$4,666.5 | -2.18% | -0.456% |
| CARR Carrier Global Corporation | 5,388 | $395,209.8 | $296,447.76 | - | -$98,762.04 | -24.99% | -1.925% |
| CAT Caterpillar Inc. | 5,802 | $6.18M | $4.73M | - | -$1.45M | -23.46% | -5.596% |
| CMI Cummins Inc. | 2,758 | $1.97M | $1.43M | - | -$534,390.14 | -27.17% | -2.963% |
| COST Costco Wholesale Corporation | 1,298 | $1.21M | $1.23M | - | $13,447.32 | 1.11% | +1.085% |
| CRM Salesforce Inc | 1,325 | $207,574.5 | $298,111.75 | - | $90,537.25 | 43.62% | 0.0 |
| CSCO Cisco Systems, Inc. | 14,746 | $1.73M | $1.74M | - | $4,128.88 | 0.24% | -0.17% |
| CVS CVS Health Corporation | 6,750 | $698,287.5 | $602,471.25 | - | -$95,816.25 | -13.72% | +3.269% |
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FAQ
Which stocks have generated the highest profits for James B. Boucher?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $4.05M, Caterpillar Inc - $2.33M, Schwab U.S. Broad Market ETF - $1.64M, Microsoft Corp - $1.22M, and Vanguard FTSE All-World ex-US ETF - $1.18M. 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: UnitedHealth Group Incorporated - $578,115.38, NextEra Energy, Inc - $575,996.71, United Parcel Service, Inc - $417,358.77, Starbucks Corporation - $267,737.61, and Eastman Chemical Company - $253,415.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James B. Boucher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.6M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $603,278.96, Vanguard FTSE All-World ex-US ETF - $391,532.02, Utilities Select Sector SPDR Fund - $290,975.26, PepsiCo, Inc - $284,671.49, and Novo Nordisk A/S Sponsored ADR - $280,119.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James B. Boucher's monthly returns?
James B. Boucher'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 James B. Boucher's strategy be considered aggressive or moderate?
James B. Boucher'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 James B. Boucher's strategy?
James B. Boucher'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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