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:
59.03%
Gain -0.24%
Monthly
1.39%
Yearly
18.08%
Drawdown
22.17%
$208.2M
Equity
Holdings
$208.2M
Investment
$157.83M
$58.25M
Profit -$389,862.38
Realized
$7.88M
Unrealized
$50.37M
Dividends
$9.19M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$389,862.38
Win %
69%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$2.86M
Win %
69%
This Month
Compared to last month
Gain
0.5%
Profit
$1.04M
Win %
69%
This Year
Compared to last year
Gain
1.59%
Profit
$3.41M
Win %
70%
BTI British American Tobacco p.l.c. ADR
+2.85%
+$9,728.09 
GE General Electric Company
+2.75%
+$11,814.66 
UCBI United Community Banks, Inc.
+2.68%
+$17,667.37 
BLK BlackRock, Inc.
+2.29%
+$5,635.3 
PM Philip Morris International Inc.
+2.24%
+$5,420.81 
OKE ONEOK, Inc.
+1.87%
+$14,176.98 
SMBK SmartFinancial Inc.
+1.78%
+$7,119 
NDIV Amplify Natural Resources Dividend Income ETF
+1.74%
+$13,584.75 
KO The Coca-Cola Company
+1.42%
+$3,336.57 
CM Canadian Imperial Bank of Commerce
+1.42%
+$4,588.81 
XAR SPDR S&P Aerospace & Defense ETF
+1.37%
+$8,769.42 
XLU Utilities Select Sector SPDR Fund
+1.28%
+$6,142.87 
MO Altria Group, Inc.
+1.27%
+$6,551.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.17%
+$3,300 
HD The Home Depot, Inc.
+1.17%
+$4,240.81 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$10,416.12 
BNS Bank of Nova Scotia
+1.14%
+$2,433.6 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.08%
+$5,327.44 
O Realty Income Corporation
+1.07%
+$5,158.65 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.06%
+$3,311.18 
SCHH Schwab U.S. REIT ETF
+1.03%
+$2,707.73 
EFV iShares MSCI EAFE Value ETF
+1%
+$4,407.41 
WMT Walmart Inc.
+0.99%
+$7,781.67 
AVDE Avantis International Equity ETF
+0.99%
+$35,385.51 
COST Costco Wholesale Corporation
+0.98%
+$4,908.69 
SDY SPDR S&P Dividend ETF
+0.91%
+$2,915.37 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.91%
+$6,467.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$34,087.73 
XLRE The Real Estate Select Sector SPDR Fund
+0.86%
+$23,406.12 
GEV GE Vernova Inc.
+0.85%
+$2,794.6 
SCHF Schwab International Equity ETF
+0.74%
+$36,579.6 
FENY Fidelity MSCI Energy Index ETF
+0.74%
+$4,564.62 
NIHI NEOS MSCI EAFE High Income ETF
+0.73%
+$6,934.17 
V Visa Inc. Class A
+0.72%
+$7,122.4 
AVUV Avantis U.S. Small Cap Value ETF
+0.7%
+$24,772.87 
SLV iShares Silver Trust
+0.69%
+$2,014.2 
AAPL Apple Inc.
+0.68%
+$33,769.89 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.66%
+$12,540.42 
VTV Vanguard Value ETF
+0.64%
+$1,559.16 
CFO VictoryShares US 500 Enhanced ETF
+0.63%
+$1,357.3 
CAT Caterpillar Inc.
+0.61%
+$2,770.32 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.61%
+$10,754.94 
ADI Analog Devices, Inc.
+0.58%
+$1,439.09 
TSLA Tesla, Inc.
+0.56%
+$43,106.56 
GLD SPDR Gold Shares
+0.55%
+$2,246.76 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.53%
+$1,512.71 
IAUM iShares Gold Trust Micro
+0.53%
+$1,441.88 
IYRI Neos Real Estate High Income ETF
+0.48%
+$4,096.06 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.46%
+$13,416.85 
XOM Exxon Mobil Corporation
+0.46%
+$2,130.63 
MAIN Main Street Capital Corporation
+0.44%
+$948.96 
SPGP Invesco S&P 500 GARP ETF
+0.41%
+$1,173.5 
IAUI Neos Gold High Income ETF
+0.39%
+$1,479.91 
DAL Delta Air Lines, Inc.
+0.37%
+$1,065.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.36%
+$10,363.54 
AVSC Avantis U.S. Small Cap Equity ETF
+0.34%
+$18,447.26 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$10,900.49 
OVF Overlay Shares Foreign Equity ETF
+0.29%
+$2,195.73 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.29%
+$640.08 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$719.55 
MA Mastercard Incorporated
+0.27%
+$1,747.66 
NVDA NVIDIA Corporation
+0.16%
+$10,731.3 
VO Vanguard Mid-Cap ETF
+0.16%
+$6,735.82 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.15%
+$513.38 
SCMB Schwab Municipal Bond ETF
+0.14%
+$918.23 
MBB iShares MBS ETF
+0.13%
+$750.26 
AVIG Avantis Core Fixed Income ETF
+0.13%
+$2,692.75 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.12%
+$1,062.1 
SBAR Simplify Barrier Income ETF
+0.12%
+$520.38 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$361.05 
FLXR TCW Flexible Income ETF
+0.1%
+$705.4 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$1,727.51 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$351.31 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.07%
+$568.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$228.14 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$768.45 
EVTR Eaton Vance Total Return Fund
+0.04%
+$1,318.56 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
+0.04%
+$107.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$350.63 
BTCI Neos Bitcoin High Income ETF
+0.03%
+$71.14 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.02%
+$89 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$83.47 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$67.69 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$37.49 
SCHM Schwab U.S. Mid-Cap ETF
+0.01%
+$142.12 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$17.55 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GBDC Golub Capital BDC, Inc.
0%
$0 
MLN VanEck Long Muni ETF
0%
$0 GFLW
GFLW
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-5.11%
-$86,450.07 
MSTR Strategy Inc.
-3.73%
-$83,020.95 
CLSK CleanSpark, Inc.
-3.48%
-$3,952.97 
AMD Advanced Micro Devices, Inc.
-3.26%
-$35,360.41 
PLTR Palantir Technologies Inc.
-3.15%
-$21,939.87 
MRVL Marvell Technology, Inc.
-3.07%
-$6,454.12 
ASST Strive, Inc.
-2.46%
-$51,052.05 
AVGO Broadcom Inc.
-1.99%
-$20,092.91 
ANET Arista Networks, Inc.
-1.93%
-$19,274.71 
META Meta Platforms Inc Class A
-1.93%
-$17,888.72 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$3,932.32 
SPCX Space Exploration Technologies Corp. Class A
-1.7%
-$4,435.09 
XAIX Xtrackers AI and Big Data ETF
-1.56%
-$22,485.3 
MTUM iShares MSCI USA Momentum Factor ETF
-1.52%
-$2,979.64 
XLK State Street Technology Select Sector SPDR ETF
-1.45%
-$5,206 
FTEC Fidelity MSCI Information Technology Index ETF
-1.43%
-$33,440 
CRSP Crispr Therapeutics AG
-1.4%
-$3,751.87 
CSCO Cisco Systems, Inc.
-1.33%
-$3,506.92 
CWB SPDR Bloomberg Convertible Securities ETF
-1.23%
-$7,361.32 
SPMO Invesco S&P 500 Momentum ETF
-1.13%
-$15,445.79 
GOOGL Alphabet Inc
-1.08%
-$10,888.67 
IQQQ ProShares Nasdaq-100 High Income ETF
-1.08%
-$4,654.57 
QQQM Invesco NASDAQ 100 ETF
-1.06%
-$172,537.8 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$3,087.95 
GOOG Alphabet Inc
-0.98%
-$32,792.76 
QQQI Neos NASDAQ-100 High Income ETF
-0.96%
-$23,053.41 
COIN Coinbase Global, Inc.
-0.94%
-$11,778.56 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.93%
-$15,007.48 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.93%
-$13,726.26 
AVEM Avantis Emerging Markets Equity ETF
-0.83%
-$42,659.76 
IBM International Business Machines Corporation
-0.8%
-$3,240.71 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.78%
-$6,326.64 
MELI MercadoLibre, Inc.
-0.78%
-$6,205.99 
MSFT Microsoft Corp.
-0.75%
-$17,052.84 
CTA Simplify Managed Futures Strategy ETF
-0.7%
-$3,769.13 
QDVO Amplify CWP Growth & Income ETF
-0.64%
-$7,135.07 
SCHE Schwab Emerging Markets Equity ETF
-0.62%
-$12,738.6 
AMZN Amazon.com Inc
-0.59%
-$28,091.85 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.56%
-$3,595.07 
SHOP Shopify Inc.
-0.49%
-$15,994 
XMMO Invesco S&P MidCap Momentum ETF
-0.45%
-$3,113.43 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.43%
-$1,583.55 
JQUA JPMorgan U.S. Quality Factor ETF
-0.41%
-$9,632.63 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.38%
-$4,032.32 
HCA HCA Healthcare Inc.
-0.31%
-$1,537.62 
OVL Overlay Shares Large Cap Equity Mutual Fund
-0.23%
-$2,012.14 
ATCL REX Autocallable Income ETF
-0.2%
-$1,020 
ISPY ProShares S&P High Income ETF
-0.2%
-$985.53 
SCHB Schwab U.S. Broad Market ETF
-0.19%
-$2,029.12 
VB Vanguard Small-Cap ETF
-0.15%
-$431.52 
DE Deere & Company
-0.14%
-$308.94 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$17,415.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$5,354.8 
IWMI Neos Russell 2000 High Income ETF
-0.1%
-$214.9 
GPIX S&P 500 Core Premium Income Fund
-0.1%
-$2,068.22 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.08%
-$461.34 
SPYI NEOS S&P 500 High Income ETF
-0.07%
-$1,275.88 
VFLO VictoryShares Free Cash Flow ETF
-0.07%
-$2,637.27 
SCHA Schwab U.S. Small-Cap ETF
-0.06%
-$373.34 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.06%
-$238.82 
RKT Rocket Companies, Inc. Class A
-0.04%
-$132.77 
IBIT iShares Bitcoin Trust
-0.04%
-$295.16 
BNDX Vanguard Total International Bond ETF
-0.04%
-$148.22 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$117.42 
HYFI AB High Yield ETF
-0.01%
-$61.81 Events
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Dividends
Dividend Analysis
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| Trades 1402 | Longs Won 999/1402 71% | Profit Factor 12.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,368.06 |
| Average Win $63,216.56 | Best Trade (Oct 14) $5.05M | Sharpe Ratio -70.31 |
| Average Loss -$12,696.72 | Worst Trade (Oct 14) -$571,760.24 | Z-Score 10.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $41,546.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,619 | $2.82M | $5.03M | - | $2.21M | 78.56% | +0.675% |
| ADI Analog Devices, Inc. | 615 | $244,260 | $249,868.35 | - | $5,608.35 | 2.3% | +0.579% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,698 | $367,500.66 | $353,177.49 | - | -$14,323.17 | -3.9% | +0.1% |
| AMD Advanced Micro Devices, Inc. | 1,927 | $325,370.93 | $1.05M | - | $722,685.83 | 222.11% | -3.264% |
| AMZN Amazon.com Inc | 18,604 | $3.03M | $4.71M | - | $1.68M | 55.61% | -0.593% |
| ANET Arista Networks, Inc. | 5,369 | $593,435.29 | $977,104.31 | - | $383,669.02 | 64.65% | -1.934% |
| ASST Strive, Inc. | 81,035 | $884,092 | $2.03M | - | $1.14M | 129.33% | -2.456% |
| ATCL REX Autocallable Income ETF | 20,400 | $506,424 | $498,780 | - | -$7,644 | -1.51% | -0.204% |
| AVDE Avantis International Equity ETF | 39,759 | $2.76M | $3.61M | - | $850,845.16 | 30.84% | +0.99% |
| AVEM Avantis Emerging Markets Equity ETF | 56,503 | $4.23M | $5.07M | - | $833,641.43 | 19.7% | -0.835% |
| AVGO Broadcom Inc. | 2,929 | $406,511.26 | $988,449.63 | - | $581,938.37 | 143.15% | -1.992% |
| AVIG Avantis Core Fixed Income ETF | 53,855 | $2.23M | $2.14M | - | -$86,707 | -3.89% | +0.126% |
| AVLV Avantis U.S. Large Cap Value ETF | 30,481 | $1.87M | $2.86M | - | $983,876.72 | 52.53% | +0.364% |
| AVSC Avantis U.S. Small Cap Equity ETF | 78,499 | $4.28M | $5.51M | - | $1.22M | 28.54% | +0.336% |
| AVUV Avantis U.S. Small Cap Value ETF | 29,317 | $2.69M | $3.56M | - | $868,658.49 | 32.33% | +0.702% |
| BLK BlackRock, Inc. | 220 | $225,821.3 | $252,206.9 | - | $26,385.6 | 11.68% | +2.285% |
| BNDX Vanguard Total International Bond ETF | 7,411 | $364,377.7 | $349,725.09 | - | -$14,652.61 | -4.02% | -0.042% |
| BNS Bank of Nova Scotia | 2,340 | $203,206 | $215,654.4 | - | $12,448.4 | 6.13% | +1.141% |
| BRK-B Berkshire Hathaway Inc. | 1,716 | $614,926.2 | $912,483 | - | $297,556.8 | 48.39% | +1.155% |
| BTCI Neos Bitcoin High Income ETF | 7,733 | $375,254.95 | $257,425.38 | - | -$117,829.57 | -31.4% | +0.028% |
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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 - $1.43M, Schwab U.S. Large-Cap ETF - $1.12M, Tesla, Inc - $873,386.93, JPMorgan Equity Premium Income Fund - $818,095.1, and Vanguard Mid-Cap ETF - $701,736.64. 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 $9.19M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $737,513.84, NEOS S&P 500 High Income ETF - $371,794.41, The Real Estate Select Sector SPDR Fund - $308,324.45, Neos NASDAQ-100 High Income ETF - $299,013.57, and Schwab U.S. Dividend Equity ETF - $261,985.89. 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.
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