Jesse Haller Portfolio
Invests via Compass Financial Group Inc./SD | Managed by Jesse Haller
Invests via Compass Financial Group Inc./SD
Managed by Jesse Haller
Automatically Tracked
Jesse Haller Profile
Jesse Haller is an accomplished entrepreneur and business leader known for his strategic innovation within the tech startup ecosystem. With a background in software development, he founded several ventures focused on disruptive technologies that address consumer needs in unique ways. His ability to navigate complex market dynamics has positioned him as a key figure among early-stage companies seeking growth and scalability. Through fostering strong partnerships and leveraging emerging trends, he significantly contributes to the entrepreneurial landscape by mentoring other founders while actively engaging with venture capital networks. Jesse's commitment to technological advancement continues to influence industry practices.
Jesse Haller is an accomplished entrepreneur and business leader known for his strategic innovation within the tech startup ecosystem. With a background in software development, he founded several ventures focused on disruptive technologies that address consumer needs in unique ways. His ability to navigate complex market dynamics has positioned him as a key figure among early-stage companies seeking growth and scalability. Through fostering strong partnerships and leveraging emerging trends, he significantly contributes to the entrepreneurial landscape by mentoring other founders while actively engaging with venture capital networks. Jesse's commitment to technological advancement continues to influence industry practices.
Investment Philosophy & Strategy
Operating within the dynamic realm of technology, Jesse Haller embraces an entrepreneurial mindset that champions transformative solutions. His ventures often capitalize on emerging trends, showcasing a commitment to scalability and innovation in addressing real-world challenges. Drawing from substantial experience in software development, he navigates complex market environments with agility, ensuring his startups not only thrive but also lead within their niches. By forging strategic partnerships and engaging deeply with venture capital networks, he fosters growth while mentoring fellow entrepreneurs to realize their visions. This proactive approach positions him as a catalyst for change in the tech startup landscape.
Operating within the dynamic realm of technology, Jesse Haller embraces an entrepreneurial mindset that champions transformative solutions. His ventures often capitalize on emerging trends, showcasing a commitment to scalability and innovation in addressing real-world challenges. Drawing from substantial experience in software development, he navigates complex market environments with agility, ensuring his startups not only thrive but also lead within their niches. By forging strategic partnerships and engaging deeply with venture capital networks, he fosters growth while mentoring fellow entrepreneurs to realize their visions. This proactive approach positions him as a catalyst for change in the tech startup 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:
79.42%
Gain -1.57%
Monthly
1.69%
Yearly
22.29%
Drawdown
22.66%
$806.99M
Equity
Holdings
$806.99M
Investment
$543.91M
$270.19M
Profit -$7.46M
Realized
$7.12M
Unrealized
$263.08M
Dividends
$26.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.57%
Profit
-$7.46M
Win %
80%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$4.32M
Win %
80%
This Month
Compared to last month
Gain
-1.77%
Profit
-$14.53M
Win %
80%
This Year
Compared to last year
Gain
12.83%
Profit
$91.75M
Win %
79%
AMAT Applied Materials, Inc.
+6.9%
+$28,021.17 
SLV iShares Silver Trust
+4.28%
+$16,288.96 
ARKK ARK Innovation ETF Fund
+3.27%
+$8,552.95 
TSLA Tesla, Inc.
+2.78%
+$12,315.43 
URNM Sprott Uranium Miners ETF
+2.39%
+$7,623 
CAT Caterpillar Inc.
+2.15%
+$19,819.65 
QS QuantumScape Corp
+2.12%
+$10,125 
VGT Vanguard Information Technology ETF
+1.42%
+$2.09M 
IAU iShares Gold Trust
+1.41%
+$4,039.66 
GLD SPDR Gold Shares
+1.41%
+$6,328.07 
MRK Merck & Co., Inc.
+1.37%
+$3,389.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$9,244.58 
SCHA Schwab U.S. Small-Cap ETF
+1.3%
+$129,150.56 
VEU Vanguard FTSE All-World ex-US ETF
+1.27%
+$6,464.28 
SCHF Schwab International Equity ETF
+1.27%
+$2,920.26 
JPM JPMorgan Chase & Co.
+1.18%
+$9,715.88 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$44,233.74 
SCHM Schwab U.S. Mid-Cap ETF
+0.96%
+$34,303.67 
DFAI Dimensional International Core Equity Market ETF
+0.96%
+$26,767.97 
EMR Emerson Electric Co.
+0.95%
+$2,098.2 
VBK Vanguard Small-Cap Growth ETF
+0.91%
+$8,082.89 
ABBV AbbVie Inc.
+0.87%
+$3,138.6 
TGRW T. Rowe Price Growth Stock ETF
+0.84%
+$9,472.32 
VT Vanguard Total World Stock ETF
+0.82%
+$11,446.51 
VXF Vanguard Extended Market ETF
+0.77%
+$68,315.23 
STXF Strive 500 ETF
+0.69%
+$1,609.74 
VOOG Vanguard S&P 500 Growth ETF
+0.69%
+$10,302.95 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.61%
+$121,379.05 
VIS Vanguard Industrials ETF
+0.59%
+$286,107.42 
NVDA NVIDIA Corporation
+0.55%
+$11,825.94 
VUG Vanguard Growth ETF
+0.55%
+$22,409.28 
VB Vanguard Small-Cap ETF
+0.54%
+$10,126.66 
IART Integra LifeSciences Holdings Corporation
+0.53%
+$1,404.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$197,994.79 
VONE Vanguard Russell 1000 ETF
+0.51%
+$6,978.34 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$561,039.22 
IVV iShares Core S&P 500 ETF
+0.5%
+$1,745.64 
JNJ Johnson & Johnson
+0.5%
+$4,809.44 
VTHR Vanguard Russell 3000 ETF
+0.5%
+$7,650.65 
VHT Vanguard Health Care ETF
+0.48%
+$1,532.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.48%
+$103,207.74 
VOO Vanguard S&P 500 ETF
+0.45%
+$558,254.85 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$4,651.98 
SCHX Schwab U.S. Large-Cap ETF
+0.41%
+$11,759.52 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.35%
+$4,005.51 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.24%
+$3,252.08 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$59,098.64 
VOOV Vanguard S&P 500 Value ETF
+0.21%
+$2,920.58 
VDE Vanguard Energy ETF
+0.21%
+$1,246.44 
CVX Chevron Corporation
+0.16%
+$715.48 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.16%
+$923 
VNQ Vanguard Real Estate ETF
+0.15%
+$415.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.13%
+$26,187.79 
NLY Annaly Capital Management, Inc.
+0.11%
+$3,663.2 
META Meta Platforms Inc Class A
+0.09%
+$638.38 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.08%
+$317.09 
USB U.S. Bancorp
+0.08%
+$200.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$3,991.32 
NAD Nuveen Quality Municipal Income Fund
+0.04%
+$112.03 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$135.57 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
GGG Graco Inc.
0%
$0 
NZF Nuveen Municipal Credit Income Fund
0%
$0 
PNI PIMCO New York Municipal Income Fund II
0%
$0 
SCCR
0%
$0 
PTON Peloton Interactive, Inc.
-1.46%
-$2,822.55 
ADP Automatic Data Processing Inc.
-1.34%
-$3,959.01 
HD The Home Depot, Inc.
-1.18%
-$5,094.42 
MCD McDonald's Corporation
-1.04%
-$3,191.76 
AMZN Amazon.com Inc
-1.03%
-$10,157.46 
OTTR Otter Tail Corporation
-0.89%
-$2,186.19 
MPLX MPLX LP
-0.85%
-$3,709.76 
WMT Walmart Inc.
-0.82%
-$13,939.84 
PG Procter & Gamble Co
-0.8%
-$4,536.18 
MCK McKesson Corporation
-0.78%
-$1,577.07 
GOOG Alphabet Inc
-0.71%
-$9,842.77 
UNP Union Pacific Corporation
-0.7%
-$3,280.16 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.69%
-$120,568.54 
GOOGL Alphabet Inc
-0.69%
-$3,316.95 
WEC WEC Energy Group Inc.
-0.68%
-$2,262.26 
CSX CSX Corporation
-0.68%
-$2,875.38 
PEG Public Service Enterprise Group Incorporated
-0.66%
-$1,743.69 
EVN Eaton Vance Municipal Income Trust
-0.63%
-$954.1 
VDC VANGUARD CONSUMER STAPLES ETF
-0.62%
-$637,535.98 
MSFT Microsoft Corp.
-0.6%
-$3,391.95 
ET Energy Transfer L.P.
-0.49%
-$5,042.7 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$1,440.12 
MHD BlackRock MuniHoldings Fund Inc.
-0.42%
-$11,251.05 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.35%
-$2,015.28 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$39,260.17 
KO The Coca-Cola Company
-0.26%
-$789.91 
MMU Western Asset Managed Municipals Fund
-0.24%
-$1,083.65 
XEL Xcel Energy Inc.
-0.23%
-$589.5 
VKQ Invesco Municipal Trust
-0.2%
-$486.98 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.17%
-$11,516.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$532.44 
AAPL Apple Inc.
-0.15%
-$7,902.24 
SCMB Schwab Municipal Bond ETF
-0.1%
-$1,533.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1,314.67 
MMD NYLI MacKay Municipal Opportunities Fund
-0.07%
-$140.14 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$257.55 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$1,013.38 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$1,078.75 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.01%
-$31.66 
IQI Invesco Quality Municipal Income Trust
0%
-$2.44 Events
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Dividends
Dividend Analysis
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| Trades 1101 | Longs Won 874/1101 79% | Profit Factor 166.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.82M |
| Average Win $311,014.82 | Best Trade (Jul 21) $37.75M | Sharpe Ratio -78.61 |
| Average Loss -$7,198.76 | Worst Trade (Jul 24) -$583,605 | Z-Score 28.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $245,408.25 |
| 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 | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
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Returns
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FAQ
Which stocks have generated the highest profits for Jesse Haller?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD CONSUMER STAPLES ETF - $7.9M, VANGUARD TOTAL STOCK MKT ETF - $4.34M, Vanguard S&P 500 ETF - $3.38M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $2.5M, and Annaly Capital Management, Inc - $1.48M. 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: PIMCO New York Municipal Income Fund - $31,942, BlackRock Municipal 2030 Target Term Trust - $24,770.54, The Walt Disney Company - $16,277.05, Norfolk Southern Corporation - $15,068.69, and Eaton Vance Municipal Income 2028 Term Trust - $13,648. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jesse Haller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.56M earned over time. The largest contributors to dividend income include VANGUARD CONSUMER STAPLES ETF - $7.67M, Vanguard S&P 500 ETF - $3.38M, VANGUARD TOTAL STOCK MKT ETF - $1.54M, Annaly Capital Management, Inc - $1.5M, and Vanguard Industrials ETF - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jesse Haller's monthly returns?
Jesse Haller'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 Jesse Haller's strategy be considered aggressive or moderate?
Jesse Haller'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 Jesse Haller's strategy?
Jesse Haller'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.
