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:
6.37%
Gain +0.2%
Monthly
-0.02%
Yearly
-0.2%
Drawdown
25.6%
$171.03M
Equity
Holdings
$171.03M
Investment
$168.73M
-$325,053.97
Profit +$338,181.22
Realized
-$2.62M
Unrealized
$2.3M
Dividends
$9.18M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$338,181.22
Win %
59%
This Week
Compared To Last Week
Gain
1.06%
Profit
$1.8M
Win %
59%
This Month
Compared to last month
Gain
2.47%
Profit
$4.13M
Win %
59%
This Year
Compared to last year
Gain
1.36%
Profit
$2.3M
Win %
59%
ABBV AbbVie Inc.
+2.72%
+$38,704.45 
AAPL Apple Inc.
+2.19%
+$226,222.4 
ORCL Oracle Corporation
+0.71%
+$14,452.52 
SYY Sysco Corporation
+0.61%
+$3,845 
MSFT Microsoft Corp.
+0.56%
+$20,582.4 
META Meta Platforms Inc Class A
+0.43%
+$1,064.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.25%
+$49,280.78 
SPY SPDR S&P 500 ETF Trust
+0.21%
+$2,311.95 
FALN iShares Fallen Angels USD Bond ETF
+0.02%
+$137.5 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$311.6 
ABT Abbott Laboratories
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.05 
BN Brookfield Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.03 
DGX Quest Diagnostics Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLEX Flex Ltd.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.03 
HD The Home Depot, Inc.
0%
+$0.01 
HON Honeywell International Inc.
0%
-$0.03 
HWM Howmet Aerospace Inc.
0%
+$0.02 
IBM International Business Machines Corporation
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.1 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
+$0.01 
LOW Lowe's Companies Inc.
0%
$0 
MCK McKesson Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
SBUX Starbucks Corporation
0%
-$0.02 
SCHW Charles Schwab Corporation
0%
$0 
SYK Stryker Corporation
0%
$0 
TRV The Travelers Companies, Inc.
0%
+$0.03 
UNP Union Pacific Corporation
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.02 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.01 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
GLD SPDR Gold Shares
0%
+$0.01 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
IWC iShares Micro-Cap ETF
0%
-$0.02 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
-$0.01 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
+$0.05 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VDE Vanguard Energy ETF
0%
-$0.02 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
+$0.05 
VTV Vanguard Value ETF
0%
-$0.2 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.02 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XT iShares Future Exponential Technologies ETF
0%
$0 
XOVR ERShares Private-Public Crossover ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HACK
0%
$0 
MOAT
0%
$0 
HIO Western Asset High Income Opportunity Fund Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.04 
Events
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Dividends
Dividend Analysis
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| Trades 1300 | Longs Won 691/1300 53% | Profit Factor 2.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,626.06 |
| Average Win $62,482.78 | Best Trade (Jun 29) $3.66M | Sharpe Ratio -8.71 |
| Average Loss -$31,894.16 | Worst Trade (Mar 30) -$3.19M | Z-Score -14.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2d | Expectancy -$250.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 5,376 | 4,839 | 4,301 | 3,763 | 3,226 | 2,688 | 2,151 | 1,613 | 1,075 | 538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,268 | $9.63M | $10.54M | - | $913,872.29 | 9.49% | +2.193% |
| ABBV AbbVie Inc. | 5,490 | $1.4M | $1.46M | - | $64,013.4 | 4.58% | +2.723% |
| ABT Abbott Laboratories | 10,283 | $933,079.42 | $1.16M | - | $225,609.02 | 24.18% | 0.0 |
| ADP Automatic Data Processing Inc. | 2,036 | $455,962.2 | $548,315.16 | - | $92,352.96 | 20.25% | 0.0 |
| AMAT Applied Materials, Inc. | 6,224 | $4.5M | $3.2M | - | -$1.3M | -28.86% | 0.0 |
| AMGN Amgen Inc. | 2,773 | $1M | $1.18M | - | $175,142.68 | 17.44% | 0.0 |
| AMZN Amazon.com Inc | 5,351 | $1.28M | $1.39M | - | $112,959.61 | 8.86% | 0.0 |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 29,450 | $861,118 | $853,755.5 | - | -$7,362.5 | -0.85% | 0.0 |
| BN Brookfield Corporation | 5,314 | $226,323.26 | $223,878.82 | - | -$2,444.44 | -1.08% | 0.0 |
| BNY BlackRock New York Municipal Income Trust | 3,982 | $570,421.5 | $652,769.26 | - | $82,347.76 | 14.44% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,093 | $546,926.27 | $549,735.28 | - | $2,809.01 | 0.51% | 0.0 |
| C Citigroup Inc. | 1,719 | $240,591.26 | $236,620.33 | - | -$3,970.93 | -1.65% | 0.0 |
| CAH Cardinal Health Inc. | 900 | $213,804 | $211,482 | - | -$2,322 | -1.09% | 0.0 |
| CARR Carrier Global Corporation | 5,388 | $395,209.8 | $330,930.96 | - | -$64,278.84 | -16.26% | 0.0 |
| CAT Caterpillar Inc. | 5,802 | $6.18M | $4.88M | - | -$1.3M | -21.04% | 0.0 |
| CMI Cummins Inc. | 2,758 | $1.97M | $1.71M | - | -$254,839.26 | -12.96% | 0.0 |
| COST Costco Wholesale Corporation | 1,298 | $1.21M | $1.25M | - | $33,592.25 | 2.77% | 0.0 |
| CRM Salesforce Inc | 1,325 | $207,574.5 | $259,885.5 | - | $52,311 | 25.2% | 0.0 |
| CSCO Cisco Systems, Inc. | 14,746 | $1.73M | $1.65M | - | -$86,264.1 | -4.98% | 0.0 |
 CVS CVS Health Corporation | 6,750 | $698,287.5 | $632,137.5 | - | -$66,150 | -9.47% | -1.328% |
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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 - $4M, Caterpillar Inc - $2.33M, Schwab U.S. Broad Market ETF - $1.62M, Microsoft Corp - $1.22M, and Vanguard FTSE All-World ex-US ETF - $1.17M. 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: NextEra Energy, Inc - $587,621.26, UnitedHealth Group Incorporated - $582,975.78, United Parcel Service, Inc - $417,358.77, Starbucks Corporation - $267,737.61, and Eastman Chemical Company - $256,943.82. 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 $9.18M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $553,712.4, Vanguard FTSE All-World ex-US ETF - $376,188.9, Novo Nordisk A/S Sponsored ADR - $280,093.03, Utilities Select Sector SPDR Fund - $272,255.88, and PepsiCo, Inc - $268,770.37. 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.
