JE
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
Automatically Tracked
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:
32.9%
Gain +0.31%
Monthly
0.34%
Yearly
4.13%
Drawdown
19.06%
$238.92M
Equity
Holdings
$238.92M
Investment
$189.92M
$51.04M
Profit +$780,533.69
Realized
$2.04M
Unrealized
$49.01M
Dividends
$19.15M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$780,533.69
Win %
75%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.26M
Win %
75%
This Month
Compared to last month
Gain
-0.75%
Profit
-$1.79M
Win %
75%
This Year
Compared to last year
Gain
7.65%
Profit
$16.97M
Win %
75%
IDCC InterDigital, Inc.
+5.11%
+$10,255.69 
QCOM QUALCOMM Incorporated
+4.94%
+$41,512.86 
PRIM Primoris Services Corporation
+3.92%
+$6,034.7 
STRL Sterling Infrastructure, Inc.
+3.08%
+$25,071.23 
RMBS Rambus Inc.
+2.83%
+$10,212.5 
GEV GE Vernova Inc.
+2.56%
+$7,792.77 
OKE ONEOK, Inc.
+2.37%
+$7,838.65 
APD Air Products and Chemicals, Inc.
+2.31%
+$6,693.63 
VZ Verizon Communications Inc.
+2.23%
+$12,547.32 
ACN Accenture plc Class A
+2.2%
+$5,700.32 
OLLI Ollie's Bargain Outlet Holdings Inc.
+2.12%
+$5,258.67 
AMAT Applied Materials, Inc.
+2.07%
+$24,313.16 
JPM JPMorgan Chase & Co.
+1.96%
+$7,453.81 
STZ Constellation Brands, Inc.
+1.88%
+$4,843.72 
V Visa Inc. Class A
+1.82%
+$16,242.42 
ARES Ares Management Corporation
+1.64%
+$4,063.52 
NWG NatWest Group plc Sponsored ADR
+1.63%
+$4,411.72 
SAN Banco Santander S.A. Sponsored ADR
+1.59%
+$4,089.8 
C Citigroup Inc.
+1.59%
+$8,104.33 
XLE Energy Select Sector SPDR Fund
+1.54%
+$4,901.6 
RELX Relx PLC Sponsored ADR
+1.36%
+$1,978.65 
WMB The Williams Companies, Inc.
+1.35%
+$3,194.21 
LGND Ligand Pharmaceuticals Inc.
+1.32%
+$4,798.93 
SCHA Schwab U.S. Small-Cap ETF
+1.28%
+$3,295.16 
COF Capital One Financial Corporation
+1.27%
+$4,176.49 
WFC Wells Fargo & Company
+1.25%
+$7,276.95 
GLW Corning Incorporated
+1.23%
+$5,707.1 
TXN Texas Instruments Inc
+1.2%
+$4,859.39 
IJR iShares Core S&P Small-Cap ETF
+1.2%
+$10,720.26 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.19%
+$68,197.73 
XOM Exxon Mobil Corporation
+1.19%
+$4,840.65 
CVX Chevron Corporation
+1.15%
+$2,960.69 
MA Mastercard Incorporated
+1.11%
+$5,594.6 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+1.1%
+$7,459.74 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.08%
+$79,922.92 
GOOGL Alphabet Inc
+1.05%
+$11,347.71 
LYG Lloyds Banking Group Plc ADR
+1.01%
+$1,670.24 
FREL Fidelity MSCI Real Estate Index ETF
+0.98%
+$37,795.12 
MAA Mid-America Apartment Communities, Inc.
+0.97%
+$2,059.58 
CALX Calix Inc.
+0.96%
+$1,239.5 
NUSC Nuveen ESG Small-Cap ETF
+0.94%
+$3,353.03 
IWO iShares Russell 2000 Growth ETF
+0.94%
+$2,555.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.92%
+$160,433.7 
CVS CVS Health Corporation
+0.92%
+$2,494.12 
SCHM Schwab U.S. Mid-Cap ETF
+0.9%
+$56,110.72 
VNQ Vanguard Real Estate ETF
+0.89%
+$10,159.86 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.89%
+$23,125.41 
BAC Bank of America Corporation
+0.89%
+$4,125.31 
GOOG Alphabet Inc
+0.87%
+$16,035.16 
VO Vanguard Mid-Cap ETF
+0.87%
+$7,680.19 
SCHV Schwab U.S. Large-Cap Value ETF
+0.85%
+$5,820.59 
ARGX argenx SE American Depositary Receipt
+0.84%
+$2,418.74 
VTV Vanguard Value ETF
+0.83%
+$21,771.16 
UL Unilever PLC Sponsored American Depositary Receipt
+0.81%
+$2,810.45 
SCHC Schwab International Small-Cap Equity ETF
+0.73%
+$6,410.88 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$6,201.19 
IJH iShares Core S&P Mid-Cap ETF
+0.69%
+$2,307.76 
SPEM SPDR Portfolio Emerging Markets ETF
+0.69%
+$37,688.22 
MSCI MSCI Inc.
+0.65%
+$2,259.95 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$22,608.52 
TTE TotalEnergies SE
+0.64%
+$2,625.28 
PCG PG&E Corporation
+0.62%
+$1,166.65 
SCHE Schwab Emerging Markets Equity ETF
+0.61%
+$3,353.9 
IYW iShares U.S. Technology ETF
+0.6%
+$3,287.92 
DTD WisdomTree U.S. Total Dividend Fund
+0.59%
+$1,576.6 
META Meta Platforms Inc Class A
+0.57%
+$5,469.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.57%
+$2,826.08 
AON Aon plc
+0.55%
+$1,311.48 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.55%
+$1,443.3 
MCD McDonald's Corporation
+0.55%
+$1,403.33 
HD The Home Depot, Inc.
+0.52%
+$1,949.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$2,863.54 
IEMG iShares Core MSCI Emerging Markets ETF
+0.47%
+$3,313.83 
GE General Electric Company
+0.46%
+$2,080.53 
MS Morgan Stanley
+0.43%
+$1,442.56 
SNA Snap-on Inc.
+0.43%
+$1,166.98 
VOO Vanguard S&P 500 ETF
+0.43%
+$1,957.51 
SPY SPDR S&P 500 ETF Trust
+0.42%
+$2,695.45 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.4%
+$18,852.12 
IWB iShares Russell 1000 ETF
+0.38%
+$8,307.42 
NVO Novo Nordisk A/S Sponsored ADR
+0.37%
+$618.42 
AIG American International Group Inc.
+0.34%
+$937.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,788.72 
SHEL Shell plc
+0.33%
+$795.48 
VEU Vanguard FTSE All-World ex-US ETF
+0.32%
+$2,086.29 
ADP Automatic Data Processing Inc.
+0.3%
+$730.32 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$10,814.53 
EFA iShares MSCI EAFE ETF
+0.25%
+$1,062.12 
SCHF Schwab International Equity ETF
+0.25%
+$65,948.05 
GLDM SPDR Gold MiniShares Trust
+0.25%
+$951.4 
AWK American Water Works Company, Inc.
+0.24%
+$597.9 
RSG Republic Services, Inc.
+0.24%
+$608.5 
LMAT Lemaitre Vascular Inc.
+0.24%
+$544.06 
IDXX IDEXX Laboratories, Inc.
+0.21%
+$474.81 
ALC Alcon Inc.
+0.19%
+$378.87 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$782.08 
AES AES Corporation
+0.17%
+$352.6 
BNDX Vanguard Total International Bond ETF
+0.17%
+$22,926.75 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$390.42 
NVDA NVIDIA Corporation
+0.1%
+$3,320.31 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.09%
+$7,378.6 
ABBV AbbVie Inc.
+0.06%
+$188.24 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$233.24 
MNST Monster Beverage Corporation
+0.02%
+$45.41 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$24.09 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.01%
+$12.76 
AZN
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBHE iShares iBonds 2025 Term High Yield and Income ETF
0%
$0 
ADBE Adobe Inc.
-6.54%
-$53,957.76 
AVAV AeroVironment Inc.
-6.27%
-$8,213.76 
ADSK Autodesk, Inc.
-3.11%
-$4,556.08 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.67%
-$10,607.31 
JKE iShares Morningstar Large-Cap Growth ETF
-2.43%
-$24,151.63 
UBER Uber Technologies, Inc.
-2.4%
-$6,424.49 
SE Sea Ltd.
-2.37%
-$4,045.58 
AMZN Amazon.com Inc
-2.02%
-$39,846.26 
ABT Abbott Laboratories
-1.95%
-$5,081.44 
SHOP Shopify Inc.
-1.91%
-$11,761.14 
NOW ServiceNow, Inc.
-1.62%
-$3,139.6 
AAPL Apple Inc.
-1.37%
-$19,210.2 
LLY Eli Lilly and Company
-1.35%
-$9,416.25 
AVGO Broadcom Inc.
-1.31%
-$16,007.07 
TSLA Tesla, Inc.
-1.25%
-$11,372.83 
ORCL Oracle Corporation
-1.09%
-$9,796.05 
ASML ASML Holding N.V. New York Registry Shares
-1.06%
-$4,798.08 
GILD Gilead Sciences Inc.
-1.06%
-$2,872.8 
HEI-A HEICO Corporation
-0.94%
-$2,168.7 
IBM International Business Machines Corporation
-0.92%
-$2,801.62 
ZTS Zoetis Inc.
-0.89%
-$1,750.32 
SAP SAP SE Sponsored ADR
-0.84%
-$1,894.71 
MRK Merck & Co., Inc.
-0.74%
-$2,529.38 
BA Boeing Company
-0.67%
-$3,853.14 
NFLX Netflix, Inc.
-0.64%
-$3,655.6 
MU Micron Technology, Inc.
-0.63%
-$8,442.72 
MSFT Microsoft Corp.
-0.53%
-$11,360.9 
WSO Watsco Inc.
-0.53%
-$1,236.26 
LOW Lowe's Companies Inc.
-0.42%
-$1,045.25 
NVS Novartis AG Sponsored ADR
-0.39%
-$1,366.2 
MDT Medtronic plc
-0.37%
-$1,026.6 
F-PD Ford Motor Company 6.500% Notes
-0.36%
-$1,648.16 
TDY Teledyne Technologies Incorporated
-0.33%
-$1,209.87 
NET Cloudflare Inc.
-0.3%
-$10,108.5 
DIS The Walt Disney Company
-0.22%
-$530.42 
RTX RTX Corporation
-0.22%
-$528.8 
SBUX Starbucks Corporation
-0.21%
-$832.48 
SNPS Synopsys, Inc.
-0.16%
-$357.84 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$3,452.16 
DHI D.R. Horton, Inc.
-0.15%
-$302.91 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$1,722 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$835.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$15,100.87 
IWF iShares Russell 1000 Growth ETF
-0.12%
-$1,085.84 
CVLT Commvault Systems Inc.
-0.11%
-$166.59 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.1%
-$547.29 
PH Parker-Hannifin Corporation
-0.1%
-$346.21 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$529.07 
BGRN iShares USD Green Bond ETF
-0.07%
-$587.14 
VONG Vanguard Russell 1000 Growth Fund
-0.07%
-$14,930.56 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$684.94 
WEC WEC Energy Group Inc.
-0.05%
-$259.92 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.05%
-$1,555.35 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$933.29 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.05%
-$205.21 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.05%
-$156.92 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$1,342.83 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$610.97 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$101.14 
IAGG iShares International Aggregate Bond Fund
-0.01%
-$266.63 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2200 | Longs Won 1331/2200 60% | Profit Factor 5.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $173,012.59 |
| Average Win $47,872.63 | Best Trade (Jun 12) $6M | Sharpe Ratio -10.67 |
| Average Loss -$14,584.29 | Worst Trade (Jun 10) -$1.36M | Z-Score 0.67 (49.7%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $23,202.15 |
| 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, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
