Jon Deven Mouton Portfolio
Invests via CAP Partners, LLC | Managed by Jon Deven Mouton, Mike Organ
Invests via CAP Partners, LLC
Managed by Jon Deven Mouton, Mike Organ
Automatically Tracked
Jon Deven Mouton Profile
Growth-oriented investor and operating executive focused on technology and financial services investments across early growth to buyout stages. Jon Deven Mouton brings experience in corporate strategy, deal execution and portfolio management, having led go-to-market and M&A initiatives and overseen scalable operational improvements. Market-facing profile emphasizes value creation through revenue acceleration, data-driven product scaling and disciplined capital allocation for PE and VC-backed companies.
Growth-oriented investor and operating executive focused on technology and financial services investments across early growth to buyout stages. Jon Deven Mouton brings experience in corporate strategy, deal execution and portfolio management, having led go-to-market and M&A initiatives and overseen scalable operational improvements. Market-facing profile emphasizes value creation through revenue acceleration, data-driven product scaling and disciplined capital allocation for PE and VC-backed companies.
Investment Philosophy & Strategy
Growth-to-buyout investor who blends operator experience with rigorous deal discipline to scale technology and financial-services businesses. Focuses on revenue acceleration, data-driven product scaling and go-to-market optimization as primary value levers, allocating capital to opportunities where operational playbooks and M&A can unlock asymmetrical returns. Employs a hands-on portfolio approach, staged capital deployment, KPI-led performance management and downside protection through conservative structuring and exit-ready positioning.
Growth-to-buyout investor who blends operator experience with rigorous deal discipline to scale technology and financial-services businesses. Focuses on revenue acceleration, data-driven product scaling and go-to-market optimization as primary value levers, allocating capital to opportunities where operational playbooks and M&A can unlock asymmetrical returns. Employs a hands-on portfolio approach, staged capital deployment, KPI-led performance management and downside protection through conservative structuring and exit-ready positioning.
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:
57.61%
Gain -1.24%
Monthly
1.43%
Yearly
18.59%
Drawdown
22.17%
$207.18M
Equity
Holdings
$207.18M
Investment
$157.83M
$57.02M
Profit -$1.84M
Realized
$7.67M
Unrealized
$49.36M
Dividends
$8.44M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$1.84M
Win %
71%
This Week
Compared To Last Week
Gain
0.29%
Profit
$589,538.82
Win %
71%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.84M
Win %
71%
This Year
Compared to last year
Gain
1%
Profit
$2.18M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$671,232.13 
GOOG Alphabet Inc
+6.88%
+$222,854.94 
GOOGL Alphabet Inc
+6.73%
+$64,556.31 
ANET Arista Networks, Inc.
+5.46%
+$50,092.8 
META Meta Platforms Inc Class A
+3.28%
+$22,241.43 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$39,006.24 
MSFT Microsoft Corp.
+3.02%
+$57,489.98 
NVDA NVIDIA Corporation
+2.93%
+$172,607.8 
MRVL Marvell Technology, Inc.
+2.32%
+$3,710.46 
CSCO Cisco Systems, Inc.
+2.14%
+$5,836.86 
OKE ONEOK, Inc.
+1.95%
+$14,553.36 
HCA HCA Healthcare Inc.
+1.72%
+$7,112.79 
XAIX Xtrackers AI and Big Data ETF
+1.6%
+$21,007.03 
GE General Electric Company
+1.42%
+$6,926.31 
NDIV Amplify Natural Resources Dividend Income ETF
+1.1%
+$8,519.25 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$5,748.02 
QDVO Amplify CWP Growth & Income ETF
+0.94%
+$10,139.31 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$17,550.9 
OVL Overlay Shares Large Cap Equity Mutual Fund
+0.86%
+$7,429.44 
IBM International Business Machines Corporation
+0.86%
+$3,310 
GEV GE Vernova Inc.
+0.85%
+$2,958.36 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$5,761.14 
TSLA Tesla, Inc.
+0.76%
+$49,746.02 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$7,680.6 
ISPY ProShares S&P High Income ETF
+0.73%
+$3,630.9 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.73%
+$3,109.07 
CAT Caterpillar Inc.
+0.7%
+$3,498.38 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$105,258.58 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$15,658.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$28,721.2 
PLTR Palantir Technologies Inc.
+0.65%
+$2,781.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,815.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$82,725.24 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$3,690.7 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$10,844.98 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$12,785.32 
ATCL REX Autocallable Income ETF
+0.61%
+$3,060 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$6,271.81 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$9,061.12 
MO Altria Group, Inc.
+0.57%
+$2,718.3 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$4,442.13 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,193.73 
UCBI United Community Banks, Inc.
+0.42%
+$2,977.65 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$2,022.44 
AVGO Broadcom Inc.
+0.37%
+$4,217.76 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,191.76 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$2,226.96 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$1,334.98 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$10,900.49 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.33%
+$2,041.07 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3,885.16 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$2,158.59 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$534.65 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$3,939.81 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$9,042.6 
CM Canadian Imperial Bank of Commerce
+0.24%
+$805.56 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$1,669.35 
ADI Analog Devices, Inc.
+0.2%
+$455.09 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
+0.19%
+$571.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$6,817.5 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3,962.56 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$5,085.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$373.32 
WMT Walmart Inc.
+0.09%
+$665.11 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$1,864.38 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,172.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$200.36 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$35.1 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$23.47 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 GFLW
GFLW
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$118,607.43 
AAPL Apple Inc.
-7.35%
-$358,457.88 
ASST Strive, Inc.
-6.95%
-$67,259.05 
CLSK CleanSpark, Inc.
-5.37%
-$9,487.14 
MSTR Strategy Inc.
-4.56%
-$65,535.24 
SHOP Shopify Inc.
-4.29%
-$95,418.75 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$6,713.99 
IBIT iShares Bitcoin Trust
-2.89%
-$15,643.48 
RKT Rocket Companies, Inc. Class A
-2.71%
-$9,559.44 
BTCI Neos Bitcoin High Income ETF
-2.39%
-$5,297.1 
SLV iShares Silver Trust
-2.13%
-$6,378.3 
AMD Advanced Micro Devices, Inc.
-1.9%
-$17,805.52 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$6,113.12 
GLD SPDR Gold Shares
-1.49%
-$6,041.49 
IAUM iShares Gold Trust Micro
-1.46%
-$3,932.4 
DAL Delta Air Lines, Inc.
-1.3%
-$4,223.95 
DE Deere & Company
-1.13%
-$2,271.2 
IAUI Neos Gold High Income ETF
-1.12%
-$4,283.95 
KO The Coca-Cola Company
-1.02%
-$2,292.3 
XOM Exxon Mobil Corporation
-0.97%
-$4,100.4 
CRSP Crispr Therapeutics AG
-0.93%
-$2,347.2 
O Realty Income Corporation
-0.87%
-$4,855.2 
MA Mastercard Incorporated
-0.74%
-$4,488 
BLK BlackRock, Inc.
-0.73%
-$1,755.6 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$4,462.15 
EVTR Eaton Vance Total Return Fund
-0.7%
-$23,074.8 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,559.42 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$6,058.97 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$4,871.71 
PM Philip Morris International Inc.
-0.61%
-$1,427.79 
SCHF Schwab International Equity ETF
-0.58%
-$29,263.68 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,398.97 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$14,953.91 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,413.96 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,440 
SMBK SmartFinancial Inc.
-0.47%
-$1,977.5 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$1,040.12 
AVDE Avantis International Equity ETF
-0.46%
-$16,698.78 
HD The Home Depot, Inc.
-0.42%
-$1,637.44 
MELI MercadoLibre, Inc.
-0.41%
-$3,329.85 
MBB iShares MBS ETF
-0.4%
-$2,413.88 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,426.71 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$7,679.9 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$1,090.85 
IYRI Neos Real Estate High Income ETF
-0.34%
-$3,163.66 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,418.99 
NIHI NEOS MSCI EAFE High Income ETF
-0.33%
-$3,185.97 
MLN VanEck Long Muni ETF
-0.29%
-$1,437.95 
SDY SPDR S&P Dividend ETF
-0.28%
-$913 
VTV Vanguard Value ETF
-0.27%
-$647.81 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$866.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,558.16 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$5,654.77 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$924.5 
COST Costco Wholesale Corporation
-0.24%
-$1,171.9 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$533.4 
BNDX Vanguard Total International Bond ETF
-0.23%
-$815.21 
VB Vanguard Small-Cap ETF
-0.22%
-$654.7 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,838.9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$721.98 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$432.91 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$9,419.88 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$4,626.45 
FLXR TCW Flexible Income ETF
-0.15%
-$1,058.1 
OVF Overlay Shares Foreign Equity ETF
-0.13%
-$975.88 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$2,322.3 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$316.71 
BNS Bank of Nova Scotia
-0.08%
-$163.8 
GBDC Golub Capital BDC, Inc.
-0.08%
-$112.26 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.07%
-$383.96 
CFO VictoryShares US 500 Enhanced ETF
-0.06%
-$120.78 
MAIN Main Street Capital Corporation
-0.06%
-$118.62 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,072.56 
V Visa Inc. Class A
-0.04%
-$343.82 
HYFI AB High Yield ETF
-0.03%
-$123.6 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$119.41 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$370.86 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$67.69 Events
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Dividends
Dividend Analysis
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| Trades 1402 | Longs Won 1016/1402 72% | Profit Factor 12.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232,254.55 |
| Average Win $60,858.61 | Best Trade (Aug 28) $5.24M | Sharpe Ratio -70.33 |
| Average Loss -$12,461.76 | Worst Trade (Aug 19) -$769,872.6 | Z-Score 12.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $40,671.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,619 | $2.82M | $4.52M | - | $1.7M | 60.2% | -7.354% |
| ADI Analog Devices, Inc. | 615 | $244,260 | $225,957.15 | - | -$18,302.85 | -7.49% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,698 | $367,500.66 | $360,074.26 | - | -$7,426.4 | -2.02% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 1,927 | $325,370.93 | $917,541.03 | - | $592,170.1 | 182% | -1.904% |
| AMZN Amazon.com Inc | 18,604 | $3.03M | $5.05M | - | $2.02M | 66.87% | +15.321% |
| ANET Arista Networks, Inc. | 5,369 | $593,435.29 | $968,299.2 | - | $374,863.91 | 63.17% | +5.456% |
| ASST Strive, Inc. | 81,035 | $884,092 | $900,298.85 | - | $16,206.85 | 1.83% | -6.951% |
| ATCL REX Autocallable Income ETF | 20,400 | $506,424 | $504,492 | - | -$1,932 | -0.38% | +0.61% |
| AVDE Avantis International Equity ETF | 39,759 | $2.76M | $3.63M | - | $867,941.53 | 31.46% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 56,503 | $4.23M | $5.06M | - | $826,013.53 | 19.52% | +0.101% |
| AVGO Broadcom Inc. | 2,929 | $406,511.26 | $1.14M | - | $733,689.86 | 180.48% | +0.371% |
| AVIG Avantis Core Fixed Income ETF | 53,855 | $2.23M | $2.2M | - | -$34,467.65 | -1.55% | -0.257% |
| AVLV Avantis U.S. Large Cap Value ETF | 30,481 | $1.87M | $2.81M | - | $936,326.36 | 50% | +0.141% |
| AVSC Avantis U.S. Small Cap Equity ETF | 78,499 | $4.28M | $5.68M | - | $1.4M | 32.58% | -0.166% |
| AVUV Avantis U.S. Small Cap Value ETF | 29,317 | $2.69M | $3.67M | - | $985,779.91 | 36.69% | +0.032% |
| BLK BlackRock, Inc. | 220 | $225,821.3 | $239,885.8 | - | $14,064.5 | 6.23% | -0.727% |
| BNDX Vanguard Total International Bond ETF | 7,411 | $364,377.7 | $354,023.47 | - | -$10,354.23 | -2.84% | -0.23% |
| BNS Bank of Nova Scotia | 2,340 | $203,206 | $205,381.8 | - | $2,175.8 | 1.07% | -0.08% |
| BRK-B Berkshire Hathaway Inc. | 1,716 | $614,926.2 | $877,802.64 | - | $262,876.44 | 42.75% | +0.365% |
| BTCI Neos Bitcoin High Income ETF | 7,733 | $375,254.95 | $216,369.34 | - | -$158,885.61 | -42.34% | -2.39% |
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FAQ
Which stocks have generated the highest profits for Jon Deven Mouton?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.42M, Schwab U.S. Large-Cap ETF - $1.09M, Tesla, Inc - $873,386.93, JPMorgan Equity Premium Income Fund - $796,786.36, and Vanguard Mid-Cap ETF - $686,715.76. 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: CleanSpark, Inc - $430,867.89, The Trade Desk, Inc. Class A - $220,254.18, Strategy Inc - $93,979.63, Rex-Osprey Solana + Staking ETF - $89,645.9, and Pinterest, Inc. Class A - $81,413.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jon Deven Mouton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.44M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $716,205.1, NEOS S&P 500 High Income ETF - $337,470.05, The Real Estate Select Sector SPDR Fund - $285,260.32, Schwab International Equity ETF - $252,239.07, and Neos NASDAQ-100 High Income ETF - $243,089.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jon Deven Mouton's monthly returns?
Jon Deven Mouton'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 Jon Deven Mouton's strategy be considered aggressive or moderate?
Jon Deven Mouton's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jon Deven Mouton's strategy?
Jon Deven Mouton'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.
