JP
John Peralta Portfolio
Invests via Roof Eidam Maycock Peralta LLC | Managed by Gary Edmund Roof, Don Henry Eidam Jr., Randall Robert Maycock, Juan Carlos Peralta
Invests via Roof Eidam Maycock Peralta LLC
Managed by Gary Edmund Roof, Don Henry Eidam Jr., Randall Robert Maycock, Juan Carlos Peralta
Automatically Tracked
John Peralta Profile
With a robust entrepreneurial background, John Peralta has built a significant presence in the technology sector. Leveraging his experience as both an operating executive and founder, he focuses on advancing innovative software solutions that enhance operational efficiency for businesses. His leadership extends beyond traditional roles, reflecting a commitment to fostering collaborative ecosystems within the tech community. Notably involved in venture capital circles, he actively engages with startups looking to scale operations effectively while navigating competitive landscapes. This blend of technical acumen and strategic insight positions him uniquely within capital markets as an influential voice advocating for disruptive technologies.
With a robust entrepreneurial background, John Peralta has built a significant presence in the technology sector. Leveraging his experience as both an operating executive and founder, he focuses on advancing innovative software solutions that enhance operational efficiency for businesses. His leadership extends beyond traditional roles, reflecting a commitment to fostering collaborative ecosystems within the tech community. Notably involved in venture capital circles, he actively engages with startups looking to scale operations effectively while navigating competitive landscapes. This blend of technical acumen and strategic insight positions him uniquely within capital markets as an influential voice advocating for disruptive technologies.
Investment Philosophy & Strategy
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:
191.77%
Gain -1.19%
Monthly
1.51%
Yearly
19.65%
Drawdown
33.76%
$771.08M
Equity
Holdings
$771.08M
Investment
$451.76M
$393.48M
Profit -$3.2M
Realized
$74.16M
Unrealized
$319.32M
Dividends
$102.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.19%
Profit
-$3.2M
Win %
81%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$6.85M
Win %
81%
This Month
Compared to last month
Gain
-0.54%
Profit
-$4.16M
Win %
81%
This Year
Compared to last year
Gain
0.29%
Profit
$36.42M
Win %
81%
TWC
TWC
+34.6%
+$89.62 
INTC Intel Corporation
+10.84%
+$538,454.6 
CAMT Camtek Ltd.
+8.46%
+$42,954.77 
QCOM QUALCOMM Incorporated
+6.7%
+$145,318.34 
AVGO Broadcom Inc.
+6.11%
+$34,756.49 
SPMO Invesco S&P 500 Momentum ETF
+3.23%
+$82,386.12 
NVDA NVIDIA Corporation
+2.56%
+$99,783.1 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+2.28%
+$96,618.96 
IBM International Business Machines Corporation
+2.24%
+$45,277.13 
VFC V.F. Corporation
+2.08%
+$9,023.92 
AAPL Apple Inc.
+1.96%
+$950,803.16 
MRK Merck & Co., Inc.
+1.9%
+$31,772.25 
MDY SPDR S&P MidCap 400 ETF Trust
+1.88%
+$10,405.9 
BX Blackstone Inc.
+1.87%
+$98,033.43 
OEF iShares S&P 100 ETF
+1.84%
+$309,182.31 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$27,497.62 
VYM Vanguard High Dividend Yield ETF
+1.7%
+$9,967.86 
TSLA Tesla, Inc.
+1.64%
+$3,399.16 
BA Boeing Company
+1.57%
+$25,209.16 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.54%
+$82,272.35 
PFE Pfizer Inc.
+1.52%
+$22,011.73 
USMV iShares MSCI USA Min Vol Factor ETF
+1.46%
+$23,087.35 
JPM JPMorgan Chase & Co.
+1.39%
+$98,572.96 
GOOG Alphabet Inc
+1.28%
+$119,227.85 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.22%
+$265,862.22 
GEV GE Vernova Inc.
+1.17%
+$9,580.77 
DD DuPont de Nemours, Inc.
+1.12%
+$3,756.5 
GOOGL Alphabet Inc
+1.11%
+$5,858.09 
V Visa Inc. Class A
+1.07%
+$131,613.66 
M Macy's Inc.
+1%
+$2,946.32 
IVV iShares Core S&P 500 ETF
+0.94%
+$166,915.62 
PHG Koninklijke Philips N.V.
+0.92%
+$4,272 
BAX Baxter International Inc.
+0.89%
+$4,158.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$97,844.55 
HON Honeywell International Inc.
+0.82%
+$2,752.95 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$31,562.88 
WMT Walmart Inc.
+0.75%
+$2,084.16 
TIP iShares TIPS Bond ETF
+0.72%
+$1,501.5 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,625 
SLB Schlumberger Limited
+0.57%
+$4,480 
JCPB JPMorgan Core Plus Bond ETF
+0.41%
+$5,245.84 
PYLD PIMCO Multisector Bond Active ETF
+0.38%
+$3,131.53 
ETN Eaton Corporation plc
+0.38%
+$5,073.43 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.32%
+$47,884.48 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.29%
+$1,791.27 
CMF iShares California Muni Bond ETF
+0.28%
+$2,858.72 
SHY iShares 1-3 Year Treasury Bond ETF
+0.28%
+$30,897.05 
JPST JPMorgan Ultra-Short Income ETF
+0.28%
+$93,929.08 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.25%
+$3,392.51 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$3,705.95 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.24%
+$29,721.78 
IBMO iShares iBonds Dec 2026 Term ETF
+0.23%
+$1,794.24 
AMT American Tower Corporation
+0.21%
+$1,260 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$1,270 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$722.8 
MA Mastercard Incorporated
+0.17%
+$4,351.86 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.16%
+$1,324 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.16%
+$1,278.76 
JSCP JPMorgan Short Duration Core Plus ETF
+0.15%
+$24,297.14 
IYH iShares U.S. Healthcare ETF
+0.15%
+$500 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.13%
+$7,507.63 
BRK-A Berkshire Hathaway Inc.
+0.12%
+$1,910 
CSCO Cisco Systems, Inc.
+0.11%
+$5,819.32 
CAJPY Canon Inc. Sponsored ADR
+0.11%
+$571.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.06%
+$1,601.85 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$323.8 
MSFT Microsoft Corp.
+0.04%
+$7,532.29 
JPIB JPMorgan International Bond ETF
+0.02%
+$976.6 
SHV iShares Short Treasury Bond ETF
+0.01%
+$495.75 
AMAT Applied Materials, Inc.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
ELME Elme Communities
0%
$0 
GE General Electric Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCK McKesson Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WM Waste Management, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
0%
$0 B108
B108PS
0%
$0 JCI
JCI
0%
$0 IBMD
IBMD
0%
$0 IBME
IBME
0%
$0 
ORCL Oracle Corporation
-8.45%
-$165,455.92 
RALS ProShares RAFI Long/Short
-7.61%
-$75.37 
LUV Southwest Airlines Co.
-4.46%
-$62,632.5 
ALTS Alt5 Sigma Corp
-3.37%
-$58.22 
CMCSA Comcast Corp
-2.44%
-$17,861.58 
HD The Home Depot, Inc.
-2.37%
-$5,899.92 
AMZN Amazon.com Inc
-2.32%
-$56,152.71 
IYW iShares U.S. Technology ETF
-2.31%
-$166,628.07 
TTE TotalEnergies SE
-2.31%
-$49,466.1 
R Ryder System Inc.
-2.26%
-$109,770.83 
VUG Vanguard Growth ETF
-2.16%
-$705,442.55 
VIS Vanguard Industrials ETF
-2.04%
-$5,608.2 
VOT Vanguard Mid-Cap Growth ETF
-2%
-$30,180.15 
IWO iShares Russell 2000 Growth ETF
-2%
-$6,267.24 
DSI iShares MSCI KLD 400 Social ETF
-1.93%
-$4,726 
ILCG iShares Morningstar Growth ETF
-1.89%
-$9,137.5 
JGRO JPMorgan Active Growth ETF
-1.8%
-$3,544.8 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.74%
-$11,586.69 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$279,012.15 
WFC Wells Fargo & Company
-1.64%
-$47,203.2 
FNDA Schwab Fundamental U.S. Small Company ETF
-1.59%
-$102,537.6 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.55%
-$7,900.75 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$14,848.71 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$96,346.36 
VB Vanguard Small-Cap ETF
-1.5%
-$335,619 
AVY Avery Dennison Corporation
-1.47%
-$31,496 
SCHX Schwab U.S. Large-Cap ETF
-1.47%
-$7,253.4 
T AT&T Inc.
-1.44%
-$22,679.51 
CVX Chevron Corporation
-1.44%
-$62,188.38 
IWN iShares Russell 2000 Value ETF
-1.43%
-$4,118.42 
ABT Abbott Laboratories
-1.43%
-$30,020.13 
SUSA iShares MSCI USA ESG Select ETF
-1.26%
-$73,343.2 
VZ Verizon Communications Inc.
-1.11%
-$12,551.7 
CI The Cigna Group
-1.07%
-$23,119.89 
COP ConocoPhillips
-1.02%
-$24,877.02 
VO Vanguard Mid-Cap ETF
-1.01%
-$171,570.13 
SMH VanEck Semiconductor ETF
-0.9%
-$18,157.15 
NFLX Netflix, Inc.
-0.88%
-$3,676.5 
GS The Goldman Sachs Group, Inc.
-0.84%
-$21,049.14 
ALL Allstate Corporation
-0.81%
-$31,502.55 
JQUA JPMorgan U.S. Quality Factor ETF
-0.78%
-$195,602.34 
ESG FlexShares STOXX US ESG Select Fund
-0.75%
-$12,060.48 
KR Kroger Co.
-0.74%
-$30,428.95 
JNJ Johnson & Johnson
-0.7%
-$17,963 
PHK PIMCO High Income Fund
-0.64%
-$465.51 
TRGP Targa Resources Corp.
-0.61%
-$2,008.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$331,741.99 
XOM Exxon Mobil Corporation
-0.57%
-$22,520.03 
MMM 3M Company
-0.54%
-$7,498.92 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$10,301.33 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$13,740.12 
VTV Vanguard Value ETF
-0.47%
-$65,270.1 
IXUS iShares Core International Stock ETF
-0.46%
-$1,813.24 
PEP PepsiCo, Inc.
-0.45%
-$12,346.11 
IEUR iShares Core MSCI Europe ETF
-0.42%
-$15,908.9 
EFA iShares MSCI EAFE ETF
-0.41%
-$4,733.49 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$132,264.35 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.41%
-$20,866.75 
VOE Vanguard Mid-Cap Value ETF
-0.4%
-$31,124.36 
META Meta Platforms Inc Class A
-0.39%
-$2,886.49 
ALV Autoliv, Inc.
-0.37%
-$1,699.88 
EEM iShares MSCI Emerging Markets ETF
-0.36%
-$5,783.45 
NSC Norfolk Southern Corporation
-0.35%
-$24,124.99 
KO The Coca-Cola Company
-0.34%
-$2,278.8 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.32%
-$38,426.23 IBMH
IBMH
-0.29%
-$0.81 
ICF iShares Cohen & Steers Realty Majors ETF
-0.22%
-$1,474.5 
VNQ Vanguard Real Estate ETF
-0.21%
-$18,761.6 
VYMI Vanguard International High Dividend Yield Index Fund
-0.18%
-$2,164.48 
FE FirstEnergy Corp.
-0.17%
-$1,230 
PSX Phillips 66
-0.14%
-$2,925.9 
IGRO iShares International Dividend Growth ETF
-0.1%
-$900 IBMF
IBMF
-0.1%
-$0.13 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.09%
-$474.6 
DTE DTE Energy Company
-0.04%
-$513.78 IBMG
IBMG
-0.04%
-$0.12 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$165 Events
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Dividends
Dividend Analysis
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| Trades 3014 | Longs Won 2139/3014 70% | Profit Factor 13.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $793,272.62 |
| Average Win $199,208.77 | Best Trade (Sep 18) $30.99M | Sharpe Ratio -13.91 |
| Average Loss -$37,293.15 | Worst Trade (Dec 31) -$1.32M | Z-Score 18.15 (100%) |
| Commissions $0 | Avg. Trade Length 3y 7m 6d | Expectancy $130,551.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 159,531 | $5.88M | $49.36M | - | $43.47M | 738.93% | +1.964% |
| ABT Abbott Laboratories | 19,621 | $2.18M | $2.07M | - | -$112,861.42 | -5.17% | -1.428% |
| AIQ Global X Artificial Intelligence & Technology ETF | 16,068 | $763,023.72 | $973,238.76 | - | $210,215.04 | 27.55% | 0.0 |
| ALL Allstate Corporation | 14,790 | $1.41M | $3.85M | - | $2.44M | 173.23% | -0.811% |
| ALTS Alt5 Sigma Corp | 43,409 | $8,638.39 | $1,670.8 | - | -$6,967.59 | -80.66% | -3.367% |
| ALV Autoliv, Inc. | 3,736 | $272,279.68 | $460,742.2 | - | $188,462.52 | 69.22% | -0.368% |
| AMAT Applied Materials, Inc. | 989 | $202,487.86 | $512,509.71 | - | $310,021.85 | 153.11% | 0.0 |
| AMT American Tower Corporation | 3,500 | $862,616.88 | $606,760 | - | -$255,856.88 | -29.66% | +0.208% |
| AMZN Amazon.com Inc | 8,508 | $1.42M | $2.36M | - | $942,834.14 | 66.52% | -2.324% |
| AVGO Broadcom Inc. | 1,450 | $478,369.5 | $603,490 | - | $125,120.5 | 26.16% | +6.111% |
| AVY Avery Dennison Corporation | 12,400 | $643,312 | $2.1M | - | $1.46M | 227.16% | -1.474% |
| B108 B108PS | 2,045 | $526 | $526 | - | - | - | 0.0 |
| BA Boeing Company | 6,869 | $1.6M | $1.63M | - | $29,526.22 | 1.85% | +1.572% |
| BAX Baxter International Inc. | 16,635.28 | $662,416.69 | $471,610.07 | - | -$190,806.62 | -28.8% | +0.89% |
| BIP Brookfield Infrastructure Partners L.P. | 15,754.5 | $438,096.07 | $631,440.39 | - | $193,344.32 | 44.13% | 0.0 |
| BMY Bristol-Myers Squibb Company | 12,500 | $711,923.21 | $824,000 | - | $112,076.79 | 15.74% | +0.687% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.51M | $1.54M | - | $28,810 | 1.91% | +0.124% |
| BRK-B Berkshire Hathaway Inc. | 7,736 | $1.68M | $4M | - | $2.32M | 138.05% | +0.795% |
| BSV Vanguard Short-Term Bond ETF | 19,505 | $1.6M | $1.51M | - | -$85,517.6 | -5.35% | +0.246% |
| BX Blackstone Inc. | 38,902 | $2.1M | $5.34M | - | $3.23M | 153.73% | +1.871% |
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FAQ
Which stocks have generated the highest profits for John Peralta?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Min Vol Factor ETF - $10.79M, Vanguard Growth ETF - $7.91M, iShares MSCI EAFE Min Vol Factor ETF - $7.76M, Schwab U.S. Dividend Equity ETF - $7.27M, and Vanguard Dividend Appreciation ETF - $7.15M. 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: Vanguard S&P Small-Cap 600 ETF - $942,309.92, Schwab Short-Term U.S. Treasury ETF - $743,537.39, Schwab U.S. Aggregate Bond ETF - $597,612.12, United Rentals, Inc - $427,490, and iShares 0-5 Year TIPS Bond ETF - $325,971.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Peralta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.44M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $5.48M, iShares MSCI EAFE Min Vol Factor ETF - $5.39M, JPMorgan Ultra-Short Income ETF - $5.24M, Vanguard Real Estate ETF - $5M, and VANGUARD SMALL-CAP VALUE ETF - $3.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Peralta's monthly returns?
John Peralta's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can John Peralta's strategy be considered aggressive or moderate?
John Peralta's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow John Peralta's strategy?
John Peralta's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
