JH
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:
28.34%
Gain -0.01%
Monthly
0.81%
Yearly
10.21%
Drawdown
14.95%
$815.06M
Equity
Holdings
$815.06M
Investment
$543.99M
$278.45M
Profit -$113,991.92
Realized
$7.1M
Unrealized
$271.35M
Dividends
$24.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$113,991.92
Win %
82%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$113,991.92
Win %
82%
This Month
Compared to last month
Gain
-0.97%
Profit
-$8.01M
Win %
82%
This Year
Compared to last year
Gain
8.46%
Profit
$66.06M
Win %
81%
AMAT Applied Materials, Inc.
+2.64%
+$11,293.52 
JPM JPMorgan Chase & Co.
+2.31%
+$17,554.46 
USB U.S. Bancorp
+2.27%
+$5,264.89 
TSLA Tesla, Inc.
+1.82%
+$8,721.44 
ET Energy Transfer L.P.
+1.65%
+$15,632.37 
UNP Union Pacific Corporation
+1.65%
+$6,970.36 
IART Integra LifeSciences Holdings Corporation
+1.49%
+$3,651.18 
CAT Caterpillar Inc.
+1.44%
+$13,781.11 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$7,426.85 
ABBV AbbVie Inc.
+1.32%
+$4,226.88 
OTTR Otter Tail Corporation
+1.22%
+$2,914.92 
XEL Xcel Energy Inc.
+1.21%
+$3,111.25 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$3,145.48 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$117,409.6 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$39,935.61 
JNJ Johnson & Johnson
+1.07%
+$9,812.02 
VNQ Vanguard Real Estate ETF
+0.92%
+$2,495.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$51,905.07 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$11,520.14 
PG Procter & Gamble Co
+0.86%
+$4,861.56 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$2,749.32 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$8,629.74 
SLV iShares Silver Trust
+0.77%
+$3,511.84 
VDE Vanguard Energy ETF
+0.77%
+$4,545.8 
CVX Chevron Corporation
+0.75%
+$3,231.18 
HD The Home Depot, Inc.
+0.73%
+$3,077.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$91,475.48 
VB Vanguard Small-Cap ETF
+0.7%
+$13,078.88 
EMR Emerson Electric Co.
+0.69%
+$1,581.74 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.69%
+$120,601.13 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$9,196.72 
MPLX MPLX LP
+0.67%
+$2,906.62 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$677,938.7 
GGG Graco Inc.
+0.65%
+$2,097.12 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$9,236.61 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$23,509.79 
VGT Vanguard Information Technology ETF
+0.58%
+$871,761.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$214,048.42 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,914.13 
VOO Vanguard S&P 500 ETF
+0.55%
+$672,079.22 
GOOGL Alphabet Inc
+0.53%
+$2,607.15 
URNM Sprott Uranium Miners ETF
+0.53%
+$1,914 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$146,283.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$110,408.28 
VIS Vanguard Industrials ETF
+0.51%
+$246,253.08 
STXF Strive 500 ETF
+0.49%
+$1,151.21 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$541,693.04 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$13,719.44 
GOOG Alphabet Inc
+0.45%
+$6,312 
WMT Walmart Inc.
+0.45%
+$8,182.1 
VXF Vanguard Extended Market ETF
+0.44%
+$39,304.65 
VT Vanguard Total World Stock ETF
+0.44%
+$6,128.75 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$12,198.06 
VONE Vanguard Russell 1000 ETF
+0.43%
+$5,859.36 
CSX CSX Corporation
+0.42%
+$1,691.4 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.4%
+$4,529.54 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,071.08 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$5,726.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,451.6 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$3,014.87 
WEC WEC Energy Group Inc.
+0.33%
+$1,087.06 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$2,465.12 
SCHF Schwab International Equity ETF
+0.29%
+$687.12 
PNI PIMCO New York Municipal Income Fund II
+0.28%
+$326.06 
ARKK ARK Innovation ETF Fund
+0.25%
+$663.29 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.24%
+$951.27 
IQI Invesco Quality Municipal Income Trust
+0.2%
+$487.38 
ADP Automatic Data Processing Inc.
+0.2%
+$510.85 
VUG Vanguard Growth ETF
+0.18%
+$7,228.8 
NVDA NVIDIA Corporation
+0.16%
+$3,409.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$23,278.04 
KO The Coca-Cola Company
+0.11%
+$330.66 
MSFT Microsoft Corp.
+0.1%
+$557.19 
IAU iShares Gold Trust
+0.08%
+$228.66 
GLD SPDR Gold Shares
+0.06%
+$269.28 
MCD McDonald's Corporation
+0.01%
+$45.77 
MMU Western Asset Managed Municipals Fund
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
QS QuantumScape Corp
-1.94%
-$11,340 
PTON Peloton Interactive, Inc.
-1.77%
-$2,971.1 
AAPL Apple Inc.
-1.52%
-$70,416 
MRK Merck & Co., Inc.
-1.42%
-$3,409.73 
AMZN Amazon.com Inc
-1.23%
-$11,653.48 
MMD NYLI MacKay Municipal Opportunities Fund
-1.03%
-$2,242.24 
EVN Eaton Vance Municipal Income Trust
-0.64%
-$954.1 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.52%
-$3,022.92 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$9,840.24 
NAD Nuveen Quality Municipal Income Fund
-0.42%
-$1,120.3 
MCK McKesson Corporation
-0.4%
-$763.02 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.32%
-$1,266.44 
META Meta Platforms Inc Class A
-0.26%
-$1,624.01 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$44,329.74 
VKQ Invesco Municipal Trust
-0.2%
-$486.98 
TGRW T. Rowe Price Growth Stock ETF
-0.14%
-$1,578.72 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$8,637.39 
VHT Vanguard Health Care ETF
-0.12%
-$361.76 
SCCR Schwab Core Bond ETF
-0.1%
-$713.12 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$2,250.21 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,502.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$236.64 
NLY Annaly Capital Management, Inc.
-0.04%
-$1,465.28 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$2,157.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$103.02 Events
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Dividends
Dividend Analysis
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| Trades 1101 | Longs Won 886/1101 80% | Profit Factor 216.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.87M |
| Average Win $315,733.12 | Best Trade (Jun 14) $38.7M | Sharpe Ratio -7.99 |
| Average Loss -$6,008.55 | Worst Trade (Jun 14) -$423,630 | Z-Score 31.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $252,904.36 |
| 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 | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
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Returns
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