PJR
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:
39.03%
Gain +0.4%
Monthly
0.42%
Yearly
5.11%
Drawdown
15.11%
$147.44M
Equity
Holdings
$147.44M
Investment
$110.44M
$35.95M
Profit +$728,139.98
Realized
-$1.05M
Unrealized
$37M
Dividends
$7.98M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$728,139.98
Win %
75%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$550,821.17
Win %
75%
This Month
Compared to last month
Gain
-0.99%
Profit
-$1.47M
Win %
75%
This Year
Compared to last year
Gain
4.91%
Profit
$6.9M
Win %
75%
AMD Advanced Micro Devices, Inc.
+4.73%
+$67,857.2 
QCOM QUALCOMM Incorporated
+4.28%
+$25,545.21 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$36,726.48 
SCHW Charles Schwab Corporation
+2.73%
+$99,977.46 
AMAT Applied Materials, Inc.
+2.63%
+$94,234.74 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$8,897.28 
JPM JPMorgan Chase & Co.
+2.3%
+$26,468.56 
SYK Stryker Corporation
+2.11%
+$22,700.4 
WY Weyerhaeuser Company
+2.1%
+$4,335.51 
PM Philip Morris International Inc.
+2.04%
+$5,152 
GNRC Generac Holdings Inc.
+1.95%
+$16,671.42 
TSLA Tesla, Inc.
+1.82%
+$16,845.92 
UNP Union Pacific Corporation
+1.65%
+$24,102.26 
BLK BlackRock, Inc.
+1.56%
+$16,067.43 
DE Deere & Company
+1.53%
+$35,638.6 
CAT Caterpillar Inc.
+1.48%
+$30,955.68 
CVS CVS Health Corporation
+1.46%
+$6,520.92 
MAR Marriott International Inc. - Class A
+1.41%
+$20,679.44 
XLF Financial Select Sector SPDR Fund
+1.39%
+$3,336.1 
PAYX Paychex Inc.
+1.37%
+$2,594.88 
TXN Texas Instruments Inc
+1.35%
+$4,952.64 
ABBV AbbVie Inc.
+1.3%
+$52,359.23 
NEE NextEra Energy, Inc.
+1.3%
+$7,714.3 
TROW T. Rowe Price Group, Inc.
+1.26%
+$9,857.15 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,032 
AFL Aflac Inc.
+1.16%
+$3,483 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$6,209.4 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$15,065.78 
JNJ Johnson & Johnson
+1.07%
+$23,857.8 
NSC Norfolk Southern Corporation
+1.07%
+$4,554.56 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$3,590.42 
V Visa Inc. Class A
+1.05%
+$12,254.5 
CI The Cigna Group
+1.01%
+$5,798.27 
IJR iShares Core S&P Small-Cap ETF
+1%
+$6,006.64 
SCHH Schwab U.S. REIT ETF
+0.96%
+$3,708.98 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$11,752.44 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$2,704.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,768.76 
MNST Monster Beverage Corporation
+0.87%
+$6,672 
ICLN iShares Global Clean Energy ETF
+0.87%
+$1,923.3 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$5,713.92 
PG Procter & Gamble Co
+0.85%
+$14,870.5 
TRMB Trimble Inc.
+0.84%
+$2,688 
VGSR Vert Global Sustainable Real Estate ETF
+0.82%
+$6,578.38 
PCAR PACCAR Inc.
+0.8%
+$1,900.68 
SO The Southern Company
+0.8%
+$2,065.89 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$2,120.15 
SBUX Starbucks Corporation
+0.74%
+$32,004.36 
HD The Home Depot, Inc.
+0.73%
+$3,850.27 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$31,218.74 
COST Costco Wholesale Corporation
+0.68%
+$36,623.34 
ROP Roper Technologies Inc.
+0.68%
+$1,389.9 
EMR Emerson Electric Co.
+0.66%
+$10,750.83 
ECL Ecolab Inc.
+0.65%
+$4,685.4 
VOO Vanguard S&P 500 ETF
+0.58%
+$17,370.69 
JLL Jones Lang LaSalle Inc.
+0.58%
+$1,529.08 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$8,045.44 
IWB iShares Russell 1000 ETF
+0.55%
+$3,596.4 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$2,598.58 
GOOGL Alphabet Inc
+0.53%
+$30,399.56 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$3,884.76 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$2,716.07 
GOOG Alphabet Inc
+0.45%
+$10,350.34 
CSX CSX Corporation
+0.43%
+$1,230 
WMT Walmart Inc.
+0.41%
+$2,753.5 
ROK Rockwell Automation, Inc.
+0.41%
+$3,540.04 
PEP PepsiCo, Inc.
+0.4%
+$5,742.58 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,523.89 
ES Eversource Energy
+0.38%
+$897.26 
AMGN Amgen Inc.
+0.34%
+$7,934.89 
SAP SAP SE Sponsored ADR
+0.31%
+$1,165.35 
EFA iShares MSCI EAFE ETF
+0.31%
+$3,263.04 
MMM 3M Company
+0.29%
+$961.4 
XOM Exxon Mobil Corporation
+0.29%
+$8,330.23 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$9,978.08 
TRV The Travelers Companies, Inc.
+0.21%
+$441.01 
NVDA NVIDIA Corporation
+0.18%
+$3,426.2 
EXPD Expeditors International of Washington, Inc.
+0.17%
+$719.6 
NTES NetEase, Inc. American Depositary Receipt
+0.17%
+$420 
MSFT Microsoft Corp.
+0.13%
+$15,463.76 
KO The Coca-Cola Company
+0.1%
+$1,017.2 
CL Colgate-Palmolive Company
+0.07%
+$802.82 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$220.5 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$513 
GLD SPDR Gold Shares
+0.06%
+$173.41 
TJX The TJX Companies, Inc.
+0.06%
+$978.98 
ORCL Oracle Corporation
+0.05%
+$1,102.02 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$73.5 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$210.96 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$12,636.9 
LLY Eli Lilly and Company
-2.41%
-$11,655.15 
NKE Nike, Inc. - Class B
-2.33%
-$23,178.34 
ABT Abbott Laboratories
-1.68%
-$34,548.8 
AAPL Apple Inc.
-1.52%
-$185,809.5 
FSLR First Solar, Inc.
-1.42%
-$3,759.64 
MRK Merck & Co., Inc.
-1.41%
-$24,103.58 
DKS Dick's Sporting Goods, Inc.
-1.3%
-$4,245.68 
AMZN Amazon.com Inc
-1.21%
-$5,440.99 
NFLX Netflix, Inc.
-1.14%
-$7,788.75 
BA Boeing Company
-1.13%
-$8,488.82 
AVGO Broadcom Inc.
-0.94%
-$9,810.23 
CSCO Cisco Systems, Inc.
-0.6%
-$3,718.62 
ISRG Intuitive Surgical, Inc.
-0.44%
-$3,279.7 
DIS The Walt Disney Company
-0.3%
-$2,032.52 
META Meta Platforms Inc Class A
-0.26%
-$1,880.65 
CRM Salesforce Inc
-0.25%
-$1,292.32 
GILD Gilead Sciences Inc.
-0.22%
-$519.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$237.47 
INTU Intuit Inc.
-0.07%
-$56.7 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$1,235.94 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$342.92 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$192.91 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$40.14 Events
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Dividends
Dividend Analysis
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| Trades 1233 | Longs Won 751/1233 60% | Profit Factor 4.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $246,649.6 |
| Average Win $61,616.2 | Best Trade (Jun 11) $4.88M | Sharpe Ratio -10.77 |
| Average Loss -$21,418.74 | Worst Trade (Jun 10) -$1.61M | Z-Score 3.19 (99.86%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w 4d | Expectancy $29,156.48 |
| 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 | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
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Returns
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