Justin Ericksen Portfolio
Invests via Blue Barn Wealth LLC | Managed by Justin Ericksen, Jeffrey Todd Brimhall, Scott H. Garbutt, Mark T. Sumsion, L. Stanford McCullough IV, Wyatt G. Livingston, Nathan Mirizzi, Karsten Walker, Siria Trochez Terry
Invests via Blue Barn Wealth LLC
Managed by Justin Ericksen, Jeffrey Todd Brimhall, Scott H. Garbutt, Mark T. Sumsion, L. Stanford McCullough IV, Wyatt G. Livingston, Nathan Mirizzi, Karsten Walker, Siria Trochez Terry
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Justin Ericksen Profile
With a strong foundation in technology and finance, Justin Ericksen has built an impressive career as a leading entrepreneur and innovator. His expertise spans product development and market expansion, focusing on harnessing technological advancements to drive business growth. As the founder of multiple successful startups, he excels in identifying opportunities within emerging markets. Known for his ability to navigate complex challenges, he fosters collaboration across diverse teams to ensure sustainable progress. Justin's active participation in tech-focused venture capital circles enhances his reputation as a forward-thinking leader poised at the intersection of innovation and investment.
With a strong foundation in technology and finance, Justin Ericksen has built an impressive career as a leading entrepreneur and innovator. His expertise spans product development and market expansion, focusing on harnessing technological advancements to drive business growth. As the founder of multiple successful startups, he excels in identifying opportunities within emerging markets. Known for his ability to navigate complex challenges, he fosters collaboration across diverse teams to ensure sustainable progress. Justin's active participation in tech-focused venture capital circles enhances his reputation as a forward-thinking leader poised at the intersection of innovation and investment.
Investment Philosophy & Strategy
Innovation within dynamic sectors serves as a cornerstone of strategic exploration for this entrepreneur. With an extensive background in technology and finance, Justin Ericksen effectively leverages his experience to identify and nurture high-potential startups. His focus on the integration of cutting-edge solutions fosters sustainable growth while targeting disruptive market opportunities. By emphasizing collaboration across interdisciplinary teams, he cultivates environments that empower creative problem-solving. This entrepreneurial mindset drives decisions towards scaling businesses that capitalize on technological advancements, allowing him to stay ahead in competitive landscapes.
Innovation within dynamic sectors serves as a cornerstone of strategic exploration for this entrepreneur. With an extensive background in technology and finance, Justin Ericksen effectively leverages his experience to identify and nurture high-potential startups. His focus on the integration of cutting-edge solutions fosters sustainable growth while targeting disruptive market opportunities. By emphasizing collaboration across interdisciplinary teams, he cultivates environments that empower creative problem-solving. This entrepreneurial mindset drives decisions towards scaling businesses that capitalize on technological advancements, allowing him to stay ahead in competitive landscapes.
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:
52.56%
Gain +0.17%
Monthly
0.36%
Yearly
4.36%
Drawdown
26.76%
$75.45M
Equity
Holdings
$75.45M
Investment
$57.38M
$31.81M
Profit +$243,763.85
Realized
$13.74M
Unrealized
$18.07M
Dividends
$18.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$243,763.85
Win %
80%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$592,351.57
Win %
80%
This Month
Compared to last month
Gain
0.03%
Profit
$19,522.55
Win %
80%
This Year
Compared to last year
Gain
9.89%
Profit
$6.79M
Win %
80%
LLY Eli Lilly and Company
+4.8%
+$13,987.64 
HD The Home Depot, Inc.
+3.09%
+$6,190.13 
ORCL Oracle Corporation
+2.45%
+$3,597.57 
V Visa Inc. Class A
+2.07%
+$6,690.61 
QCOM QUALCOMM Incorporated
+1.97%
+$5,103.4 
MA Mastercard Incorporated
+1.88%
+$4,496.03 
F Ford Motor Company
+1.7%
+$4,166.22 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$135,524.03 
COF Capital One Financial Corporation
+1.24%
+$2,035.84 
FREL Fidelity MSCI Real Estate Index ETF
+1.09%
+$18,412.5 
HIO Western Asset High Income Opportunity Fund Inc.
+1.09%
+$575.61 
GAB Gabelli Equity Trust Inc.
+1.07%
+$1,348.64 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.06%
+$27,262.79 
WFC Wells Fargo & Company
+1.06%
+$3,827.86 
MSFT Microsoft Corp.
+0.87%
+$9,577.25 
SCHM Schwab U.S. Mid-Cap ETF
+0.84%
+$20,077.11 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.72%
+$17,732.7 
GOOGL Alphabet Inc
+0.58%
+$2,434.09 
AGG iShares Core U.S. Aggregate Bond ETF
+0.55%
+$31,765.76 
BND Vanguard Total Bond Market Index Fund
+0.54%
+$1,872.64 
GOOG Alphabet Inc
+0.52%
+$4,179.67 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,076.24 
BNDX Vanguard Total International Bond ETF
+0.28%
+$9,574.18 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$3,766.37 
MU Micron Technology, Inc.
+0.18%
+$1,887.6 
IAGG iShares International Aggregate Bond Fund
+0.15%
+$545.77 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.14%
+$1,119.23 
VOO Vanguard S&P 500 ETF
+0.12%
+$349.44 
SCHF Schwab International Equity ETF
+0.11%
+$17,007.51 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$287.29 
AAPL Apple Inc.
+0.06%
+$746.64 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
AMAT Applied Materials, Inc.
-3.86%
-$20,913.06 
AVGO Broadcom Inc.
-1.73%
-$7,944 
NVDA NVIDIA Corporation
-1.59%
-$26,930.37 
XLE Energy Select Sector SPDR Fund
-1.42%
-$5,347.2 
TSLA Tesla, Inc.
-1.31%
-$3,872.05 
JPM JPMorgan Chase & Co.
-0.38%
-$944.64 
META Meta Platforms Inc Class A
-0.36%
-$2,601.21 
VONG Vanguard Russell 1000 Growth Fund
-0.34%
-$28,189.94 
SPEM SPDR Portfolio Emerging Markets ETF
-0.32%
-$9,510.27 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.22%
-$1,502 
C Citigroup Inc.
-0.2%
-$531.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.15%
-$3,522.65 
AMZN Amazon.com Inc
-0.11%
-$1,097.54 
BAC Bank of America Corporation
-0.09%
-$261.09 Events
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Dividends
Dividend Analysis
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| Trades 2245 | Longs Won 1390/2245 61% | Profit Factor 2.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,721.77 |
| Average Win $38,790.16 | Best Trade (Dec 31) $5.2M | Sharpe Ratio -53.13 |
| Average Loss -$25,851.88 | Worst Trade (Dec 30) -$7.76M | Z-Score -9.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m | Expectancy $14,171.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.9% |
| Consecutive Losing Trades | 2,915 | 2,624 | 2,332 | 2,041 | 1,749 | 1,458 | 1,166 | 875 | 583 | 292 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,733 | $895,990.32 | $1.28M | - | $385,025.96 | 42.97% | +0.058% |
| AGG iShares Core U.S. Aggregate Bond ETF | 61,088 | $6.02M | $5.82M | - | -$199,649.46 | -3.31% | +0.548% |
| AMAT Applied Materials, Inc. | 1,212 | $206,371 | $520,402.5 | - | $314,031.5 | 152.17% | -3.863% |
| AMZN Amazon.com Inc | 3,851 | $428,891.89 | $977,364.54 | - | $548,472.65 | 127.88% | -0.112% |
| AVGO Broadcom Inc. | 1,324 | $430,452.42 | $450,491 | - | $20,038.58 | 4.66% | -1.733% |
| BAC Bank of America Corporation | 5,802 | $193,903.85 | $297,903.69 | - | $103,999.84 | 53.63% | -0.088% |
| BND Vanguard Total Bond Market Index Fund | 4,928 | $358,162.83 | $348,803.84 | - | -$9,358.99 | -2.61% | +0.54% |
| BNDX Vanguard Total International Bond ETF | 73,647 | $3.62M | $3.47M | - | -$147,485.4 | -4.07% | +0.276% |
| BRK-B Berkshire Hathaway Inc. | 574 | $269,806.35 | $303,201.14 | - | $33,394.79 | 12.38% | +0.356% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 12,591 | $246,212.8 | $246,217 | - | $4.2 | - | 0.0 |
| C Citigroup Inc. | 2,126 | $122,655.04 | $259,414.52 | - | $136,759.48 | 111.5% | -0.204% |
| COF Capital One Financial Corporation | 843 | $112,757.8 | $165,872.89 | - | $53,115.09 | 47.11% | +1.243% |
| F Ford Motor Company | 20,323 | $220,622.21 | $249,058.36 | - | $28,436.15 | 12.89% | +1.701% |
| FREL Fidelity MSCI Real Estate Index ETF | 61,375 | $1.61M | $1.7M | - | $87,969.57 | 5.46% | +1.095% |
| GAB Gabelli Equity Trust Inc. | 24,520.78 | $151,293.21 | $127,385.45 | - | -$23,907.76 | -15.8% | +1.07% |
| GOOG Alphabet Inc | 2,335 | $284,651.86 | $806,602.4 | - | $521,950.54 | 183.36% | +0.521% |
| GOOGL Alphabet Inc | 1,205 | $227,339.36 | $421,340.3 | - | $194,000.94 | 85.34% | +0.581% |
| HD The Home Depot, Inc. | 678 | $250,863.26 | $206,545.92 | - | -$44,317.34 | -17.67% | +3.09% |
| HIO Western Asset High Income Opportunity Fund Inc. | 16,446 | $61,014.66 | $53,531.73 | - | -$7,482.93 | -12.26% | +1.087% |
| IAGG iShares International Aggregate Bond Fund | 7,277 | $371,294.63 | $358,792.48 | - | -$12,502.15 | -3.37% | +0.152% |
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FAQ
Which stocks have generated the highest profits for Justin Ericksen?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Russell 1000 Growth Fund - $5.59M, Schwab International Equity ETF - $3.39M, Schwab U.S. Large-Cap Growth ETF - $2.85M, Schwab U.S. Dividend Equity ETF - $1.69M, and Cloudflare Inc - $1.54M. 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: Terran Orbital Corporation - $9.32M, Adobe Inc - $872,996.09, PayPal Holdings Inc - $296,930.26, Schwab U.S. Aggregate Bond ETF - $251,694.18, and Meta Platforms Inc Class A - $167,270.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin Ericksen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.64M earned over time. The largest contributors to dividend income include Vanguard Total International Bond ETF - $2.16M, iShares 0-5 Year High Yield Corporate Bond ETF - $1.93M, Schwab International Equity ETF - $1.78M, iShares Core U.S. Aggregate Bond ETF - $1.23M, and Schwab U.S. Dividend Equity ETF - $1.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin Ericksen's monthly returns?
Justin Ericksen'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 Justin Ericksen's strategy be considered aggressive or moderate?
Justin Ericksen'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 Justin Ericksen's strategy?
Justin Ericksen'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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