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:
116.47%
Gain +1.94%
Monthly
1.32%
Yearly
17.05%
Drawdown
28.41%
$371.47M
Equity
Holdings
$371.47M
Investment
$257.05M
$109.48M
Profit +$3.66M
Realized
-$4.95M
Unrealized
$114.43M
Dividends
$15.41M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.94%
Profit
$3.66M
Win %
84%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.08M
Win %
84%
This Month
Compared to last month
Gain
-1.97%
Profit
-$7.47M
Win %
84%
This Year
Compared to last year
Gain
-1.97%
Profit
-$7.47M
Win %
83%
SNDK SanDisk Corporation
+4.92%
+$7,392.61 
AMD Advanced Micro Devices, Inc.
+4.07%
+$28,695.95 
MU Micron Technology, Inc.
+3.63%
+$29,986.19 
INTC Intel Corporation
+3.52%
+$8,210.85 
WDC Western Digital Corporation
+3.39%
+$7,281 
STX Seagate Technology Holdings plc
+2.79%
+$6,314.01 
AVGO Broadcom Inc.
+2.77%
+$38,107.58 
GEV GE Vernova Inc.
+2.28%
+$4,773.77 
GBTC Grayscale Bitcoin Trust ETF
+2.17%
+$14,613.48 
MSFT Microsoft Corp.
+2.08%
+$47,002.28 
GOOG Alphabet Inc
+1.61%
+$29,361.96 
GOOGL Alphabet Inc
+1.53%
+$43,155.82 
CVX Chevron Corporation
+1.5%
+$3,433.33 
IBM International Business Machines Corporation
+1.33%
+$2,749.11 
ANET Arista Networks, Inc.
+1.32%
+$3,177.75 
LIF Life360, Inc.
+1.28%
+$2,833.14 
AMZN Amazon.com Inc
+1.24%
+$30,227.22 
RTX RTX Corporation
+1.16%
+$2,533.44 
XOM Exxon Mobil Corporation
+1.01%
+$5,836.37 
V Visa Inc. Class A
+0.96%
+$5,025.84 
NVDA NVIDIA Corporation
+0.76%
+$30,157.69 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$111,616.1 
ETN Eaton Corporation plc
+0.67%
+$1,326.17 
VOOG Vanguard S&P 500 Growth ETF
+0.65%
+$7,542.68 
VONG Vanguard Russell 1000 Growth Fund
+0.53%
+$4,049.86 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$5,423.6 
MA Mastercard Incorporated
+0.43%
+$1,682.61 
META Meta Platforms Inc Class A
+0.36%
+$6,347.73 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$2,444.97 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$1,955.2 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.2%
+$937.8 
VOO Vanguard S&P 500 ETF
+0.18%
+$4,513.2 
IVV iShares Core S&P 500 ETF
+0.17%
+$703.47 
IWB iShares Russell 1000 ETF
+0.17%
+$7,543.53 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$10,340.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$179,134.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$42,506.8 
KO The Coca-Cola Company
+0.08%
+$188.44 
DFAU Dimensional US Core Equity Market ETF
+0.07%
+$8,669.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$27,247.9 
VONE Vanguard Russell 1000 ETF
+0.05%
+$12,836.02 
GLW Corning Incorporated
+0.04%
+$81.7 
HIMU
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-2.48%
-$4,729.43 
AAPL Apple Inc.
-2.33%
-$108,958.02 
NFLX Netflix, Inc.
-2.28%
-$8,820 
TSLA Tesla, Inc.
-2.16%
-$13,760.12 
GE General Electric Company
-2.15%
-$5,377.81 
MRK Merck & Co., Inc.
-1.99%
-$5,420.36 
LLY Eli Lilly and Company
-1.95%
-$16,523.3 
LRCX Lam Research Corporation
-1.7%
-$5,388.06 
CAT Caterpillar Inc.
-1.67%
-$7,224.91 
WMT Walmart Inc.
-1.64%
-$5,327.63 
KLAC KLA Corporation
-1.45%
-$3,550.41 
JNJ Johnson & Johnson
-1.38%
-$6,774.11 
WFC Wells Fargo & Company
-1.03%
-$2,420.87 
LYG Lloyds Banking Group Plc ADR
-0.92%
-$588.17 
BAC Bank of America Corporation
-0.81%
-$4,085.73 
COST Costco Wholesale Corporation
-0.73%
-$2,073 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,050.87 
ASML ASML Holding N.V. New York Registry Shares
-0.52%
-$991.29 
JPM JPMorgan Chase & Co.
-0.49%
-$4,281.14 
VNQ Vanguard Real Estate ETF
-0.48%
-$20,919.86 
UNH UnitedHealth Group Incorporated
-0.47%
-$1,728.51 
IEFA iShares Core MSCI EAFE ETF
-0.4%
-$1,045.66 
ABBV AbbVie Inc.
-0.36%
-$1,448.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.36%
-$2,551.39 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$2,430.54 
DUHP Dimensional US High Profitability ETF
-0.3%
-$7,125.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$12,408.24 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$1,194.27 
DTD WisdomTree U.S. Total Dividend Fund
-0.18%
-$3,173.46 
VTV Vanguard Value ETF
-0.16%
-$916.32 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$8,560.24 
VB Vanguard Small-Cap ETF
-0.13%
-$349.97 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.12%
-$31,687.65 
CSCO Cisco Systems, Inc.
-0.09%
-$314.48 
IXUS iShares Core International Stock ETF
-0.09%
-$10,617.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.08%
-$17,846.64 
VEU Vanguard FTSE All-World ex-US ETF
-0.07%
-$324.94 
AMAT Applied Materials, Inc.
-0.04%
-$156.62 
ACWI iShares MSCI ACWI ETF
-0.02%
-$321.51 
VSGX Vanguard ESG International Stock ETF
-0.01%
-$24.54 Events
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Dividends
Dividend Analysis
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| Trades 973 | Longs Won 687/973 70% | Profit Factor 7.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $618,575.12 |
| Average Win $183,117.71 | Best Trade (Jul 22) $11.48M | Sharpe Ratio -11.27 |
| Average Loss -$57,085.28 | Worst Trade (Dec 31) -$2.69M | Z-Score 17.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 4d | Expectancy $112,513.33 |
| 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 | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
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Returns
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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 - $2.26M, VANGUARD TOTAL STOCK MKT ETF - $1.56M, and SPDR S&P 500 ETF Trust - $1.43M. 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 $15.41M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $3.29M, 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.
