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:
45.76%
Gain +0.28%
Monthly
0.65%
Yearly
8.11%
Drawdown
16.49%
$252.12M
Equity
Holdings
$252.12M
Investment
$102.15M
$149.97M
Profit +$691,078.7
Realized
-$0
Unrealized
$149.97M
Dividends
$38.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.28%
Profit
$691,078.7
Win %
75%
This Week
Compared To Last Week
Gain
0.28%
Profit
$691,078.7
Win %
75%
This Month
Compared to last month
Gain
0.28%
Profit
$691,078.7
Win %
75%
This Year
Compared to last year
Gain
11.21%
Profit
$25.41M
Win %
75%
INTC Intel Corporation
+4.28%
+$209,330.61 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$15,015 
DD DuPont de Nemours, Inc.
+1.75%
+$5,599.31 
CI The Cigna Group
+1.4%
+$26,485.9 
EEM iShares MSCI Emerging Markets ETF
+1.15%
+$7,409.5 
IYW iShares U.S. Technology ETF
+1.15%
+$44,293.32 
NOC Northrop Grumman Corporation
+0.83%
+$36,279 
PSX Phillips 66
+0.78%
+$9,515.1 
MMM 3M Company
+0.77%
+$9,709.21 
CSCO Cisco Systems, Inc.
+0.73%
+$33,336.71 
VUG Vanguard Growth ETF
+0.69%
+$66,109.5 
VOT Vanguard Mid-Cap Growth ETF
+0.65%
+$4,835.37 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.61%
+$23,266.87 
KO The Coca-Cola Company
+0.56%
+$3,456.18 
FE FirstEnergy Corp.
+0.51%
+$3,766.87 
LUV Southwest Airlines Co.
+0.5%
+$7,158 
VWO Vanguard FTSE Emerging Markets ETF
+0.49%
+$2,744.55 
QCOM QUALCOMM Incorporated
+0.44%
+$7,364.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.4%
+$10,139.08 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,728 
CVX Chevron Corporation
+0.38%
+$10,373.81 
ALL Allstate Corporation
+0.36%
+$11,289.87 
ELME Elme Communities
+0.33%
+$42.25 
XLU Utilities Select Sector SPDR Fund
+0.32%
+$2,392.5 
GE General Electric Company
+0.28%
+$4,377.66 
XOM Exxon Mobil Corporation
+0.25%
+$6,466.86 
HON Honeywell International Inc.
+0.25%
+$763.2 
ICF iShares Cohen & Steers Realty Majors ETF
+0.16%
+$1,081.3 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.15%
+$1,732.5 
SLB Schlumberger Limited
+0.11%
+$400 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.08%
+$14,278.5 
JPM JPMorgan Chase & Co.
+0.08%
+$1,469.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$2,213.9 
WPC W. P. Carey Inc.
+0.06%
+$447.96 
R Ryder System Inc.
+0.06%
+$2,772 
VYM Vanguard High Dividend Yield ETF
+0.04%
+$252.35 
VNQ Vanguard Real Estate ETF
+0.02%
+$1,548.42 
COP ConocoPhillips
+0.02%
+$274.76 
VOE Vanguard Mid-Cap Value ETF
0%
+$134.48 
ALTS Alt5 Sigma Corp
0%
$0 
B108PS
0%
$0 
IBMD
0%
$0 
IBME
0%
$0 
IBMF
0%
$0 
IBMG
0%
$0 
IBMH
0%
$0 
JCI
0%
$0 
RALS ProShares RAFI Long/Short
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWC
0%
$0 
ORCL Oracle Corporation
-2.77%
-$30,858.02 
BAX Baxter International Inc.
-2.37%
-$8,899.87 
BX Blackstone Inc.
-2.12%
-$96,987.95 
M Macy's Inc.
-2.07%
-$5,552.68 
BA Boeing Company
-1.73%
-$25,415.3 
CAG Conagra Brands Inc.
-1.54%
-$5,519.72 
CMCSA Comcast Corp
-1.53%
-$10,865.79 
AAPL Apple Inc.
-1.5%
-$508,086.56 
MCK McKesson Corporation
-1.46%
-$28,632.35 
WY Weyerhaeuser Company
-1.41%
-$2,023.08 
KR Kroger Co.
-1.27%
-$35,782.5 
T AT&T Inc.
-1.17%
-$17,009.63 
AVY Avery Dennison Corporation
-0.96%
-$19,096 
TTE TotalEnergies SE
-0.85%
-$16,980.9 
AMT American Tower Corporation
-0.81%
-$2,808.5 
VZ Verizon Communications Inc.
-0.8%
-$5,297.25 
MSFT Microsoft Corp.
-0.76%
-$96,440.4 
PG Procter & Gamble Co
-0.75%
-$3,689.45 
VFC V.F. Corporation
-0.65%
-$3,202.04 
PEP PepsiCo, Inc.
-0.62%
-$12,183.9 
IBM International Business Machines Corporation
-0.58%
-$6,998.88 
V Visa Inc. Class A
-0.42%
-$35,670 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.41%
-$2,056.6 
JNJ Johnson & Johnson
-0.35%
-$3,617.89 
SCHD Schwab U.S. Dividend Equity ETF
-0.3%
-$33,739.5 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.29%
-$31,403.83 
CAJPY Canon Inc. Sponsored ADR
-0.29%
-$1,524 
CSX CSX Corporation
-0.27%
-$7,290 
PHK PIMCO High Income Fund
-0.21%
-$155.17 
BIP Brookfield Infrastructure Partners L.P.
-0.19%
-$675.34 
PFE Pfizer Inc.
-0.18%
-$1,562.34 
VIG Vanguard Dividend Appreciation ETF
-0.16%
-$14,167.92 
WFC Wells Fargo & Company
-0.14%
-$4,097.5 
NSC Norfolk Southern Corporation
-0.11%
-$7,176.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$14,122.05 
TIP iShares TIPS Bond ETF
-0.09%
-$185.25 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$508 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$1,334.87 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$390.1 Events
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Dividends
Dividend Analysis
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| Trades 91 | Longs Won 63/91 69% | Profit Factor 32.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.81M |
| Average Win $2.46M | Best Trade (Jul 31) $31.05M | Sharpe Ratio -102.63 |
| Average Loss -$171,967.05 | Worst Trade (Aug 03) -$1.64M | Z-Score 5.88 (100%) |
| Commissions $0 | Avg. Trade Length 11y 7m 1w 1d | Expectancy $1.65M |
| 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% | 0.25% |
| Consecutive Losing Trades | 1,466 | 1,320 | 1,173 | 1,026 | 880 | 733 | 587 | 440 | 293 | 147 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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: Vanguard Real Estate ETF - $3.02M, iShares MSCI EAFE Min Vol Factor ETF - $2.9M, VANGUARD SMALL-CAP VALUE ETF - $2.01M, Schwab Fundamental U.S. Large Company Index ETF - $1.51M, and Schwab U.S. Dividend Equity ETF - $1.31M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does John Peralta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.61M earned over time. The largest contributors to dividend income include Vanguard Real Estate ETF - $3.02M, iShares MSCI EAFE Min Vol Factor ETF - $2.9M, VANGUARD SMALL-CAP VALUE ETF - $2.01M, Schwab Fundamental U.S. Large Company Index ETF - $1.51M, and Schwab U.S. Dividend Equity ETF - $1.31M. 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 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 John Peralta's strategy be considered aggressive or moderate?
John Peralta's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
