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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:
42.99%
Gain +0.42%
Monthly
0.45%
Yearly
5.5%
Drawdown
17.98%
$365.22M
Equity
Holdings
$365.22M
Investment
$244.71M
$115.76M
Profit +$1.83M
Realized
-$4.75M
Unrealized
$120.5M
Dividends
$14.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.42%
Profit
$1.83M
Win %
91%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$2.47M
Win %
91%
This Month
Compared to last month
Gain
-1.2%
Profit
-$4.43M
Win %
91%
This Year
Compared to last year
Gain
6.41%
Profit
$22.97M
Win %
90%
AMD Advanced Micro Devices, Inc.
+4.75%
+$32,370.96 
AMAT Applied Materials, Inc.
+2.64%
+$11,132.82 
GS The Goldman Sachs Group, Inc.
+2.61%
+$12,262.54 
WIT Wipro Limited American Depositary Receipt
+2.56%
+$812.02 
T AT&T Inc.
+2.48%
+$4,302.36 
JPM JPMorgan Chase & Co.
+2.3%
+$18,605.97 
TSLA Tesla, Inc.
+1.88%
+$12,428.3 
WFC Wells Fargo & Company
+1.64%
+$3,613.95 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$908.99 
BAC Bank of America Corporation
+1.52%
+$6,911.52 
CAT Caterpillar Inc.
+1.49%
+$6,558.36 
ABBV AbbVie Inc.
+1.29%
+$4,681.8 
LRCX Lam Research Corporation
+1.19%
+$4,390.63 
DTD WisdomTree U.S. Total Dividend Fund
+1.1%
+$18,920.35 
JNJ Johnson & Johnson
+1.07%
+$4,947 
V Visa Inc. Class A
+1.03%
+$4,658.13 
VNQ Vanguard Real Estate ETF
+0.95%
+$39,242.2 
VTV Vanguard Value ETF
+0.94%
+$5,378.39 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$8,046.61 
GE General Electric Company
+0.75%
+$1,787.82 
CVX Chevron Corporation
+0.74%
+$1,678.25 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,147.96 
VB Vanguard Small-Cap ETF
+0.73%
+$1,980.14 
COST Costco Wholesale Corporation
+0.72%
+$2,103.99 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,478.13 
MA Mastercard Incorporated
+0.7%
+$2,342.48 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,264.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$324,312 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,780.77 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$102,332.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$180,719 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$76,873.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$617,923.22 
VOO Vanguard S&P 500 ETF
+0.58%
+$14,737.58 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$13,311.78 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$5,572.12 
GOOGL Alphabet Inc
+0.56%
+$16,344.08 
IWB iShares Russell 1000 ETF
+0.55%
+$24,047.04 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.48%
+$2,251.64 
VONE Vanguard Russell 1000 ETF
+0.46%
+$113,294.15 
GOOG Alphabet Inc
+0.46%
+$8,626.4 
WMT Walmart Inc.
+0.45%
+$1,560.34 
IXUS iShares Core International Stock ETF
+0.43%
+$51,404.16 
ACWI iShares MSCI ACWI ETF
+0.42%
+$7,028.34 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$105,700.08 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$1,812.02 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$4,736.16 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,969.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$85,445.4 
DUHP Dimensional US High Profitability ETF
+0.39%
+$8,831.04 
XOM Exxon Mobil Corporation
+0.28%
+$1,606.38 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$612.26 
NVDA NVIDIA Corporation
+0.14%
+$5,388.62 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$6,064.26 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$813.41 
MSFT Microsoft Corp.
+0.1%
+$2,258.4 
KO The Coca-Cola Company
+0.1%
+$231.04 
BABA Alibaba Group Holding Limited SP ADR
+0.08%
+$143.82 
ORCL Oracle Corporation
+0.05%
+$134.45 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$135.31 
HIMU
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$20,015.74 
PLTR Palantir Technologies Inc.
-2.35%
-$5,297.6 
AAPL Apple Inc.
-1.52%
-$64,026 
MU Micron Technology, Inc.
-1.43%
-$13,675.34 
MRK Merck & Co., Inc.
-1.41%
-$3,636.76 
AMZN Amazon.com Inc
-1.23%
-$26,906.4 
NFLX Netflix, Inc.
-1.14%
-$5,247.06 
IBM International Business Machines Corporation
-0.96%
-$2,409.59 
AVGO Broadcom Inc.
-0.91%
-$13,062 
CSCO Cisco Systems, Inc.
-0.6%
-$2,180.51 
ISRG Intuitive Surgical, Inc.
-0.44%
-$838.03 
RTX RTX Corporation
-0.33%
-$689.3 
META Meta Platforms Inc Class A
-0.23%
-$3,563.27 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$900.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$523.93 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$2,970.12 Events
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Dividends
Dividend Analysis
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| Trades 895 | Longs Won 660/895 73% | Profit Factor 8.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $660,422.52 |
| Average Win $198,411.29 | Best Trade (Jun 12) $11.29M | Sharpe Ratio -6.31 |
| Average Loss -$64,660.37 | Worst Trade (Dec 31) -$2.69M | Z-Score 22.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 2d | Expectancy $129,336.61 |
| 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 | 5,650 | 5,085 | 4,520 | 3,955 | 3,390 | 2,825 | 2,260 | 1,695 | 1,130 | 565 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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