Paige Johnson Roth Portfolio
Invests via Pine Haven Investment Counsel Inc. | Managed by Paige Johnson Roth
Invests via Pine Haven Investment Counsel Inc.
Managed by Paige Johnson Roth
Automatically Tracked
Paige Johnson Roth Profile
Paige Johnson Roth has carved a distinguished niche in the realm of finance as an entrepreneurial founder. With extensive experience spanning both public and private sectors, she has played pivotal roles in steering innovative ventures toward significant growth trajectories. Her background encompasses advisory engagements and operational leadership that have enhanced market positioning across diverse industries. This versatility enables her to navigate complex business landscapes adeptly, making her insights invaluable for early-stage companies looking to scale efficiently. Through her strategic vision and commitment to driving performance, she continues to foster impactful changes within the investment community.
Paige Johnson Roth has carved a distinguished niche in the realm of finance as an entrepreneurial founder. With extensive experience spanning both public and private sectors, she has played pivotal roles in steering innovative ventures toward significant growth trajectories. Her background encompasses advisory engagements and operational leadership that have enhanced market positioning across diverse industries. This versatility enables her to navigate complex business landscapes adeptly, making her insights invaluable for early-stage companies looking to scale efficiently. Through her strategic vision and commitment to driving performance, she continues to foster impactful changes within the investment community.
Investment Philosophy & Strategy
With a keen eye for transformative opportunities, Paige Johnson Roth emphasizes an entrepreneurial approach to investment decision-making. Her robust expertise in operational leadership informs her strategy to identify early-stage ventures poised for exponential growth. By harnessing insights from diverse sectors, she prioritizes investments that demonstrate scalability and innovation potential. Through thoughtful capital allocation and a commitment to fostering strong partnerships, she actively seeks out disruptive business models capable of capturing market share. This dynamic focus on value creation enables her to support companies navigating complex challenges while driving impactful change in the financial landscape.
With a keen eye for transformative opportunities, Paige Johnson Roth emphasizes an entrepreneurial approach to investment decision-making. Her robust expertise in operational leadership informs her strategy to identify early-stage ventures poised for exponential growth. By harnessing insights from diverse sectors, she prioritizes investments that demonstrate scalability and innovation potential. Through thoughtful capital allocation and a commitment to fostering strong partnerships, she actively seeks out disruptive business models capable of capturing market share. This dynamic focus on value creation enables her to support companies navigating complex challenges while driving impactful change in the financial landscape.
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:
52.75%
Gain +1.78%
Monthly
0.67%
Yearly
8.31%
Drawdown
16.9%
$155.09M
Equity
Holdings
$155.09M
Investment
$111.53M
$42.74M
Profit +$2.41M
Realized
-$828,932.62
Unrealized
$43.57M
Dividends
$8.32M
Goals
Avg. 90% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.78%
Profit
$2.41M
Win %
73%
This Week
Compared To Last Week
Gain
2.13%
Profit
$3.23M
Win %
73%
This Month
Compared to last month
Gain
2.13%
Profit
$3.23M
Win %
73%
This Year
Compared to last year
Gain
3.98%
Profit
$5.96M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$71,185.82 
GOOG Alphabet Inc
+6.88%
+$147,788.98 
GOOGL Alphabet Inc
+6.73%
+$339,611.58 
WY Weyerhaeuser Company
+6.51%
+$17,666.92 
META Meta Platforms Inc Class A
+3.28%
+$23,196.15 
MSFT Microsoft Corp.
+3.02%
+$407,619.06 
NVDA NVIDIA Corporation
+2.93%
+$52,006.74 
GNRC Generac Holdings Inc.
+2.71%
+$17,472 
FSLR First Solar, Inc.
+2.44%
+$4,889.48 
CSCO Cisco Systems, Inc.
+2.14%
+$12,439.17 
ROK Rockwell Automation, Inc.
+1.93%
+$17,078.77 
CRM Salesforce Inc
+1.83%
+$10,433.1 
ORCL Oracle Corporation
+1.81%
+$27,680.73 
SAP SAP SE Sponsored ADR
+1.51%
+$6,260.9 
AMAT Applied Materials, Inc.
+1.18%
+$33,990.02 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$2,740.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,581.04 
UNP Union Pacific Corporation
+0.92%
+$14,596.94 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$5,909.32 
SCHW Charles Schwab Corporation
+0.87%
+$36,744.89 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,610.81 
EMR Emerson Electric Co.
+0.79%
+$13,211.39 
TSLA Tesla, Inc.
+0.76%
+$5,319.39 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,058.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,572.94 
VOO Vanguard S&P 500 ETF
+0.71%
+$21,481.38 
CAT Caterpillar Inc.
+0.7%
+$11,997.7 
ROP Roper Technologies Inc.
+0.7%
+$1,672.8 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,602.45 
IWB iShares Russell 1000 ETF
+0.64%
+$2,786.41 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$2,261.61 
NSC Norfolk Southern Corporation
+0.46%
+$2,132.83 
CSX CSX Corporation
+0.42%
+$1,176 
AVGO Broadcom Inc.
+0.37%
+$3,830.4 
PG Procter & Gamble Co
+0.37%
+$6,351.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$17,240.34 
MRK Merck & Co., Inc.
+0.32%
+$5,852.07 
JPM JPMorgan Chase & Co.
+0.27%
+$3,446.04 
SO The Southern Company
+0.21%
+$554.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$4,746.15 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$925.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,093.14 
MMM 3M Company
+0.12%
+$393.74 
ISRG Intuitive Surgical, Inc.
+0.1%
+$657.7 
AFL Aflac Inc.
+0.09%
+$290.4 
WMT Walmart Inc.
+0.09%
+$549.81 
ABT Abbott Laboratories
+0.09%
+$2,078.19 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$374.78 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$152 
DIS The Walt Disney Company
+0.03%
+$199.92 
ICSH iShares Short Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$995,242.28 
SYK Stryker Corporation
-6.42%
-$78,502.76 
TROW T. Rowe Price Group, Inc.
-6.31%
-$53,018.73 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$47,763.3 
ES Eversource Energy
-3.05%
-$7,764.75 
CI The Cigna Group
-2.99%
-$15,274.16 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$10,360.2 
QCOM QUALCOMM Incorporated
-2.63%
-$11,642.85 
ABBV AbbVie Inc.
-2.51%
-$116,285.31 
BA Boeing Company
-2.15%
-$16,098.29 
DKS Dick's Sporting Goods, Inc.
-2%
-$5,724 
NFLX Netflix, Inc.
-2%
-$12,205.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$26,906.94 
JLL Jones Lang LaSalle Inc.
-1.85%
-$5,044.26 
APD Air Products and Chemicals, Inc.
-1.77%
-$6,117.12 
GLD SPDR Gold Shares
-1.49%
-$4,428.55 
NKE Nike, Inc. - Class B
-1.37%
-$12,117.36 
MNST Monster Beverage Corporation
-1.3%
-$10,591.8 
TJX The TJX Companies, Inc.
-1.21%
-$20,223.25 
NEE NextEra Energy, Inc.
-1.15%
-$7,511.37 
DE Deere & Company
-1.13%
-$27,009.56 
TXN Texas Instruments Inc
-1.08%
-$3,720.66 
INTC Intel Corporation
-1.02%
-$1,999.5 
KO The Coca-Cola Company
-1.02%
-$11,337.3 
XOM Exxon Mobil Corporation
-0.97%
-$28,695.15 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$8,311.67 
TRMB Trimble Inc.
-0.84%
-$3,072.01 
GILD Gilead Sciences Inc.
-0.81%
-$1,980.55 
PCAR PACCAR Inc.
-0.81%
-$2,183.76 
CVS CVS Health Corporation
-0.75%
-$3,366.19 
BLK BlackRock, Inc.
-0.73%
-$8,363.03 
MAR Marriott International Inc. - Class A
-0.71%
-$9,820.97 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,282.2 
AMGN Amgen Inc.
-0.64%
-$15,725.74 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,730.02 
PM Philip Morris International Inc.
-0.61%
-$1,651.99 
ECL Ecolab Inc.
-0.61%
-$4,704.21 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$25,684.48 
SBUX Starbucks Corporation
-0.57%
-$25,348.2 
LLY Eli Lilly and Company
-0.53%
-$2,617.51 
SCHH Schwab U.S. REIT ETF
-0.49%
-$3,068.64 
PEP PepsiCo, Inc.
-0.46%
-$6,196.48 
TRV The Travelers Companies, Inc.
-0.43%
-$1,141 
HD The Home Depot, Inc.
-0.42%
-$2,183.72 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,074.93 
CL Colgate-Palmolive Company
-0.33%
-$3,785.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$3,571.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$682.25 
COST Costco Wholesale Corporation
-0.24%
-$12,480.56 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$895.77 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,356.11 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$4,583.3 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$2,400.21 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,432.71 
XLF Financial Select Sector SPDR Fund
-0.1%
-$232.2 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$709.92 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$847.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$200.7 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$372.92 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$152 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$85.66 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$100.5 
V Visa Inc. Class A
-0.04%
-$504.94 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$173.76 Events
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Dividends
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| Trades 1384 | Longs Won 846/1384 61% | Profit Factor 5.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $269,634.27 |
| Average Win $62,538.21 | Best Trade (Aug 07) $5.47M | Sharpe Ratio -10.27 |
| Average Loss -$18,902.88 | Worst Trade (Aug 02) -$1.55M | Z-Score 3.16 (99.84%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 1d | Expectancy $30,879.75 |
| 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 | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
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Returns
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FAQ
Which stocks have generated the highest profits for Paige Johnson Roth?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $683,863.53, AbbVie Inc - $590,167.47, Microsoft Corp - $464,005.78, Applied Materials, Inc - $431,305.9, and Apple Inc - $413,694. 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: V.F. Corporation - $424,123.47, PayPal Holdings Inc - $332,962.23, The Boston Beer Company Inc - $318,748.52, Adobe Inc - $220,859.4, and Netflix, Inc - $208,536.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paige Johnson Roth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.32M earned over time. The largest contributors to dividend income include AbbVie Inc - $539,228.73, Starbucks Corporation - $427,969.63, Microsoft Corp - $412,594.7, Exxon Mobil Corporation - $364,228.97, and iShares ESG Aware MSCI EAFE ETF - $356,302.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paige Johnson Roth's monthly returns?
Paige Johnson Roth'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 Paige Johnson Roth's strategy be considered aggressive or moderate?
Paige Johnson Roth'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 Paige Johnson Roth's strategy?
Paige Johnson Roth'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.
