JR
James Rukstalis Portfolio
Invests via ESG Planning DBA Harper Investing | Managed by James Rukstalis
Invests via ESG Planning DBA Harper Investing
Managed by James Rukstalis
Automatically Tracked
James Rukstalis Profile
With a notable career at the intersection of technology and finance, James Rukstalis has established himself as a key player in entrepreneurial ventures within high-growth sectors. His leadership is characterized by an extensive background in creating innovative solutions that drive operational efficiency and revenue growth. As a recognized figure, he brings significant expertise to startup ecosystems, enabling organizations to scale effectively while adapting to market demands. Notably, his commitment to fostering collaboration among diverse teams has resulted in successful ventures that enhance stakeholder value across the investment landscape.
With a notable career at the intersection of technology and finance, James Rukstalis has established himself as a key player in entrepreneurial ventures within high-growth sectors. His leadership is characterized by an extensive background in creating innovative solutions that drive operational efficiency and revenue growth. As a recognized figure, he brings significant expertise to startup ecosystems, enabling organizations to scale effectively while adapting to market demands. Notably, his commitment to fostering collaboration among diverse teams has resulted in successful ventures that enhance stakeholder value across the investment landscape.
Investment Philosophy & Strategy
Growth opportunities within technology-driven markets are at the forefront of James Rukstalis' investment philosophy. His entrepreneurial background informs a strategy that emphasizes innovation and operational efficiency, fostering companies poised for substantial scale. An adept leader, he harnesses cross-functional collaboration to identify high-potential startups, investing in transformative ideas with disruptive potential. By focusing on dynamic sectors, he seeks out businesses capable of rapidly adapting to shifting consumer needs and market trends. This approach not only targets significant returns but also aims to create lasting impact across the ecosystems he engages with.
Growth opportunities within technology-driven markets are at the forefront of James Rukstalis' investment philosophy. His entrepreneurial background informs a strategy that emphasizes innovation and operational efficiency, fostering companies poised for substantial scale. An adept leader, he harnesses cross-functional collaboration to identify high-potential startups, investing in transformative ideas with disruptive potential. By focusing on dynamic sectors, he seeks out businesses capable of rapidly adapting to shifting consumer needs and market trends. This approach not only targets significant returns but also aims to create lasting impact across the ecosystems he engages with.
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:
27.41%
Gain +1.39%
Monthly
0.26%
Yearly
3.19%
Drawdown
17.79%
$259.19M
Equity
Holdings
$259.19M
Investment
$210.23M
$48.01M
Profit +$3.8M
Realized
-$950,749.05
Unrealized
$48.96M
Dividends
$12.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.39%
Profit
$3.8M
Win %
78%
This Week
Compared To Last Week
Gain
1.49%
Profit
$3.8M
Win %
78%
This Month
Compared to last month
Gain
-0.7%
Profit
-$1.82M
Win %
78%
This Year
Compared to last year
Gain
6.28%
Profit
$16.02M
Win %
78%
FNGU MicroSectors FANG+ Index 3X Leveraged ETN
+13.14%
+$181,087.05 
AMD Advanced Micro Devices, Inc.
+7.09%
+$45,501.38 
APP AppLovin Corporation Class A Common Stock
+4.88%
+$84,157.94 
IBIT iShares Bitcoin Trust
+4.77%
+$81,517.63 
ORCL Oracle Corporation
+4.62%
+$122,774 
SMH VanEck Semiconductor ETF
+4.54%
+$253,952.37 
META Meta Platforms Inc Class A
+4.46%
+$109,581.66 
HON Honeywell International Inc.
+4.27%
+$58,737.22 
QCOM QUALCOMM Incorporated
+4.26%
+$20,919.95 
XLK State Street Technology Select Sector SPDR ETF
+3.76%
+$126,510.85 
IYW iShares U.S. Technology ETF
+3.58%
+$9,968.88 
VGT Vanguard Information Technology ETF
+3.41%
+$442,767.04 
NVDA NVIDIA Corporation
+3.21%
+$745,684.86 
QQQ Invesco QQQ Trust, Series 1
+3.08%
+$13,463.24 
AMZN Amazon.com Inc
+2.96%
+$225,034.38 
GOOGL Alphabet Inc
+2.76%
+$246,611.45 
GOOG Alphabet Inc
+2.58%
+$10,619 
GLD SPDR Gold Shares
+2.56%
+$87,505.21 
MSFT Microsoft Corp.
+2.29%
+$60,354.01 
VWO Vanguard FTSE Emerging Markets ETF
+2.21%
+$30,322.58 
IGV iShares Expanded Tech-Software Sector ETF
+2.18%
+$27,355.68 
VBK Vanguard Small-Cap Growth ETF
+1.82%
+$55,613.35 
AAPL Apple Inc.
+1.73%
+$201,556.08 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$14,092.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$75,306.72 
VIS Vanguard Industrials ETF
+1.6%
+$84,598.8 
VOX Vanguard Communication Services ETF
+1.56%
+$52,846.04 
PANW Palo Alto Networks, Inc.
+1.51%
+$12,907.86 
IVV iShares Core S&P 500 ETF
+1.46%
+$3,478.4 
CRWD CrowdStrike Holdings, Inc.
+1.44%
+$58,487.98 
VEU Vanguard FTSE All-World ex-US ETF
+1.43%
+$113,120.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$3,092.1 
AOA iShares Core Aggressive Allocation ETF
+1.2%
+$4,655.34 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.18%
+$17,144.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.12%
+$79,280.43 
VCR Vanguard Consumer Discretionary ETF
+1.08%
+$75,701.14 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.99%
+$56,059.47 
VAW Vanguard Materials ETF
+0.99%
+$12,661.95 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.96%
+$3,172.72 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.81%
+$2,085.72 
VB Vanguard Small-Cap ETF
+0.8%
+$3,351.2 
UNH UnitedHealth Group Incorporated
+0.79%
+$17,083.67 
TMO Thermo Fisher Scientific Inc.
+0.78%
+$9,917.05 
DHR Danaher Corporation
+0.66%
+$2,640.59 
XLU Utilities Select Sector SPDR Fund
+0.65%
+$10,391.28 
EQIX Equinix, Inc.
+0.65%
+$9,243.22 
IYM iShares U.S. Basic Materials ETF
+0.61%
+$1,423.7 
V Visa Inc. Class A
+0.55%
+$13,319.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.42%
+$22,037.94 
EFG iShares MSCI EAFE Growth ETF
+0.28%
+$7,540.75 
FALN iShares Fallen Angels USD Bond ETF
+0.18%
+$851.32 
DFAS Dimensional U.S. Small Cap ETF
+0.17%
+$7,667.52 
JNK SPDR Bloomberg High Yield Bond ETF
+0.17%
+$18,369.94 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$11,242.08 
MUB iShares National Muni Bond ETF
+0.1%
+$17,184.17 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$14,049.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$265.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$468.94 
CVX Chevron Corporation
-3.19%
-$6,201.26 
MRK Merck & Co., Inc.
-3.04%
-$78,752.84 
ABBV AbbVie Inc.
-2.73%
-$43,036.18 
JNJ Johnson & Johnson
-2.52%
-$37,269 
UNP Union Pacific Corporation
-2.03%
-$28,333.72 
IBM International Business Machines Corporation
-1.79%
-$4,256.37 
BMY Bristol-Myers Squibb Company
-1.24%
-$9,736.23 
XLRE The Real Estate Select Sector SPDR Fund
-1.05%
-$37,778.18 
XLV Health Care Select Sector SPDR Fund
-0.73%
-$6,361.6 
LLY Eli Lilly and Company
-0.69%
-$6,122.64 
VHT Vanguard Health Care ETF
-0.51%
-$14,947.32 
VDC VANGUARD CONSUMER STAPLES ETF
-0.42%
-$15,459.86 
CSX CSX Corporation
-0.37%
-$959.52 
WMT Walmart Inc.
-0.23%
-$1,896.97 
COST Costco Wholesale Corporation
-0.21%
-$1,763.62 
LOW Lowe's Companies Inc.
-0.15%
-$1,577.6 
MA Mastercard Incorporated
-0.12%
-$2,706.61 Events
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Dividends
Dividend Analysis
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| Trades 717 | Longs Won 460/717 64% | Profit Factor 4.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $429,969.46 |
| Average Win $137,917.56 | Best Trade (Jun 15) $9.55M | Sharpe Ratio -9.54 |
| Average Loss -$60,052.55 | Worst Trade (Dec 31) -$1.15M | Z-Score 3.23 (99.88%) |
| Commissions $0 | Avg. Trade Length 1y 3d | Expectancy $66,957.56 |
| 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 | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
Hover over the desired column for a detailed explanation.
Returns
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