Jordan Szekely Portfolio
Invests via Cherrydale Wealth Management LLC | Managed by Jordan Szekely
Invests via Cherrydale Wealth Management LLC
Managed by Jordan Szekely
Automatically Tracked
Jordan Szekely Profile
Jordan Szekely brings a wealth of expertise in entrepreneurship and corporate leadership. With a background in technology commercialization, he has successfully launched innovative products that have reshaped market standards. His ability to navigate complex business landscapes has led him to foster strategic partnerships that drive growth and enhance operational efficiencies. Throughout his career, Szekely has demonstrated a keen understanding of industry dynamics, positioning himself as a forward-thinking leader capable of aligning teams toward common objectives. His insights into emerging trends make him an influential figure within the tech sector.
Jordan Szekely brings a wealth of expertise in entrepreneurship and corporate leadership. With a background in technology commercialization, he has successfully launched innovative products that have reshaped market standards. His ability to navigate complex business landscapes has led him to foster strategic partnerships that drive growth and enhance operational efficiencies. Throughout his career, Szekely has demonstrated a keen understanding of industry dynamics, positioning himself as a forward-thinking leader capable of aligning teams toward common objectives. His insights into emerging trends make him an influential figure within the tech sector.
Investment Philosophy & Strategy
In the rapidly evolving technology sector, Jordan Szekely emphasizes innovation as a cornerstone of his investment approach. With extensive experience in bringing products to market and enhancing operational efficiencies, he focuses on companies poised for transformative growth. His strategic vision enables him to identify unique opportunities that leverage technological advancements while considering competitive positioning. By fostering collaboration within teams and aligning resources towards future-oriented goals, he seeks to unlock substantial value through entrepreneurial ventures. This proactive mindset not only shapes his decision-making but also reflects an inherent belief in the potential of groundbreaking ideas.
In the rapidly evolving technology sector, Jordan Szekely emphasizes innovation as a cornerstone of his investment approach. With extensive experience in bringing products to market and enhancing operational efficiencies, he focuses on companies poised for transformative growth. His strategic vision enables him to identify unique opportunities that leverage technological advancements while considering competitive positioning. By fostering collaboration within teams and aligning resources towards future-oriented goals, he seeks to unlock substantial value through entrepreneurial ventures. This proactive mindset not only shapes his decision-making but also reflects an inherent belief in the potential of groundbreaking ideas.
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:
141.07%
Gain +0.72%
Monthly
1.41%
Yearly
18.33%
Drawdown
28.46%
$384.95M
Equity
Holdings
$384.95M
Investment
$257.05M
$121.82M
Profit +$1.04M
Realized
-$6.08M
Unrealized
$127.9M
Dividends
$15.44M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$1.04M
Win %
89%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$3.73M
Win %
89%
This Month
Compared to last month
Gain
-0.34%
Profit
-$1.3M
Win %
89%
This Year
Compared to last year
Gain
1.58%
Profit
$6M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$355,243.58 
ETN Eaton Corporation plc
+7.32%
+$13,956.83 
GOOG Alphabet Inc
+6.88%
+$120,868.14 
GOOGL Alphabet Inc
+6.73%
+$183,310.26 
ANET Arista Networks, Inc.
+5.46%
+$13,295.26 
META Meta Platforms Inc Class A
+3.28%
+$48,478.54 
MSFT Microsoft Corp.
+3.02%
+$78,260.46 
NVDA NVIDIA Corporation
+2.93%
+$111,499.31 
CVX Chevron Corporation
+2.35%
+$5,532.48 
GLW Corning Incorporated
+2.24%
+$3,808.71 
WDC Western Digital Corporation
+2.21%
+$5,310.02 
CSCO Cisco Systems, Inc.
+2.14%
+$7,277.85 
ORCL Oracle Corporation
+1.81%
+$3,490.41 
GE General Electric Company
+1.42%
+$3,611.54 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$16,234.71 
KLAC KLA Corporation
+1.38%
+$2,861.02 
WFC Wells Fargo & Company
+1.19%
+$2,728.5 
AMAT Applied Materials, Inc.
+1.18%
+$4,507.62 
IBM International Business Machines Corporation
+0.86%
+$1,848.86 
GEV GE Vernova Inc.
+0.85%
+$1,645.38 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$6,244.83 
TSLA Tesla, Inc.
+0.76%
+$3,952.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$43,825.62 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,278.61 
CAT Caterpillar Inc.
+0.7%
+$2,795.31 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,749.44 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$6,594.04 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$105,032.64 
IWB iShares Russell 1000 ETF
+0.64%
+$28,003.43 
VONE Vanguard Russell 1000 ETF
+0.64%
+$160,827.78 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$173,646.61 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$69,356 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$556,040.86 
STX Seagate Technology Holdings plc
+0.52%
+$1,277.15 
ACWI iShares MSCI ACWI ETF
+0.49%
+$8,251.98 
RTX RTX Corporation
+0.39%
+$950.04 
AVGO Broadcom Inc.
+0.37%
+$5,351.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,496.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$174,386.56 
BAC Bank of America Corporation
+0.36%
+$1,815.88 
MRK Merck & Co., Inc.
+0.32%
+$874.96 
JPM JPMorgan Chase & Co.
+0.27%
+$2,424.26 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$4,697.23 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,401.88 
JNJ Johnson & Johnson
+0.21%
+$1,028.73 
WMT Walmart Inc.
+0.09%
+$284.91 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 HIMU
HIMU
0%
$0 
AAPL Apple Inc.
-7.35%
-$344,285.32 
MU Micron Technology, Inc.
-5.9%
-$50,184.3 
SNDK SanDisk Corporation
-5.09%
-$7,229.43 
LIF Life360, Inc.
-2.93%
-$6,692.78 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$19,349.33 
ABBV AbbVie Inc.
-2.51%
-$10,073.79 
NFLX Netflix, Inc.
-2%
-$8,176 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,139.31 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,080.21 
LRCX Lam Research Corporation
-1.58%
-$4,742.31 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,468.39 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$855.52 
INTC Intel Corporation
-1.02%
-$2,279.43 
KO The Coca-Cola Company
-1.02%
-$2,609.1 
XOM Exxon Mobil Corporation
-0.97%
-$5,993.01 
MA Mastercard Incorporated
-0.74%
-$3,043 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,711.08 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,941.92 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.6%
-$2,813.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$23,292.36 
LLY Eli Lilly and Company
-0.53%
-$4,395.21 
VTV Vanguard Value ETF
-0.27%
-$1,567.01 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,083.32 
DUHP Dimensional US High Profitability ETF
-0.27%
-$6,270.77 
COST Costco Wholesale Corporation
-0.24%
-$683.99 
VB Vanguard Small-Cap ETF
-0.22%
-$607.84 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$56,333.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,063.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$45,891.36 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$10,700.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,060.32 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$588.84 
IXUS iShares Core International Stock ETF
-0.15%
-$17,487.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,204.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$454.96 
V Visa Inc. Class A
-0.04%
-$204.53 Events
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Dividends
Dividend Analysis
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| Trades 973 | Longs Won 717/973 73% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $677,093.62 |
| Average Win $194,044.22 | Best Trade (Aug 14) $12.76M | Sharpe Ratio -10 |
| Average Loss -$67,613.23 | Worst Trade (Dec 31) -$2.69M | Z-Score 21.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $125,201.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,041 | $2.8M | $4.34M | - | $1.54M | 55.02% | -7.354% |
| ABBV AbbVie Inc. | 1,557 | $307,000.85 | $390,713.58 | - | $83,712.73 | 27.27% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 10,717 | $1.14M | $1.68M | - | $537,771.76 | 47.23% | +0.495% |
| AMAT Applied Materials, Inc. | 764 | $261,889.98 | $387,859.89 | - | $125,969.91 | 48.1% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,422 | $243,843.01 | $677,085.29 | - | $433,242.28 | 177.67% | -1.904% |
| AMZN Amazon.com Inc | 9,846 | $1.81M | $2.67M | - | $867,543.45 | 48.03% | +15.321% |
| ANET Arista Networks, Inc. | 1,425 | $242,079 | $256,998.76 | - | $14,919.76 | 6.16% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838.39 | $179,190 | - | -$39,648.39 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 3,716 | $478,384.32 | $1.45M | - | $968,180.16 | 202.39% | +0.371% |
| BAC Bank of America Corporation | 8,254 | $289,318.43 | $511,335.3 | - | $222,016.87 | 76.74% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 1,880 | $685,541.03 | $961,695.2 | - | $276,154.17 | 40.28% | +0.365% |
| CAT Caterpillar Inc. | 493 | $192,064.21 | $401,701.33 | - | $209,637.12 | 109.15% | +0.701% |
| COST Costco Wholesale Corporation | 300 | $259,081.72 | $285,567 | - | $26,485.28 | 10.22% | -0.239% |
| CSCO Cisco Systems, Inc. | 2,995 | $178,162.34 | $347,390.05 | - | $169,227.71 | 94.99% | +2.14% |
| CVX Chevron Corporation | 1,224 | $189,977.03 | $240,919.92 | - | $50,942.89 | 26.82% | +2.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.09M | $30.86M | $48.49M | - | $17.63M | 57.14% | +0.361% |
| DFAU Dimensional US Core Equity Market ETF | 247,700 | $6.97M | $12.83M | - | $5.86M | 84.11% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 704,170 | $18.57M | $25.71M | - | $7.14M | 38.46% | -0.219% |
| DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund | 10,420 | $447,919.76 | $468,483.2 | - | $20,563.44 | 4.59% | -0.597% |
| DTD WisdomTree U.S. Total Dividend Fund | 18,789 | $1.23M | $1.79M | - | $565,392.65 | 46.15% | +0.263% |
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FAQ
Which stocks have generated the highest profits for Jordan Szekely?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core International Stock ETF - $2.79M, Dimensional U.S. Core Equity 2 ETF - $2.27M, iShares Core S&P Total U.S. Stock Market ETF - $2.24M, VANGUARD TOTAL STOCK MKT ETF - $1.52M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.27M. 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: Invesco QQQ Trust, Series 1 - $3.98M, Marqeta, Inc. Class A - $1.07M, Vanguard FTSE All-World ex-US ETF - $861,903.38, Uipath Inc - $744,530.1, and Coinbase Global, Inc - $373,122.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jordan Szekely's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.44M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $3.26M, Vanguard Total International Stock Index Fund Investor Shares - $2.11M, Dimensional World ex U.S. Core Equity 2 ETF - $1.91M, Dimensional U.S. Core Equity 2 ETF - $1.78M, and iShares Core International Stock ETF - $1.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jordan Szekely's monthly returns?
Jordan Szekely'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 Jordan Szekely's strategy be considered aggressive or moderate?
Jordan Szekely'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 Jordan Szekely's strategy?
Jordan Szekely'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.
