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:
56.98%
Gain +0.62%
Monthly
0.67%
Yearly
8.34%
Drawdown
21.05%
$302.23M
Equity
Holdings
$302.23M
Investment
$251.6M
$52.13M
Profit +$1.04M
Realized
$1.5M
Unrealized
$50.63M
Dividends
$13.74M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$1.04M
Win %
77%
This Week
Compared To Last Week
Gain
2.38%
Profit
$7.02M
Win %
77%
This Month
Compared to last month
Gain
2.38%
Profit
$7.02M
Win %
77%
This Year
Compared to last year
Gain
2.16%
Profit
$6.39M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$1.21M 
GOOG Alphabet Inc
+6.88%
+$72,309.56 
GOOGL Alphabet Inc
+6.73%
+$547,099.56 
FNGU MicroSectors FANG+ Index 3X Leveraged ETN
+5.13%
+$28,524.6 
META Meta Platforms Inc Class A
+3.28%
+$90,521.55 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$134,502.72 
MSFT Microsoft Corp.
+3.02%
+$164,502.24 
NVDA NVIDIA Corporation
+2.93%
+$635,803.57 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$202,220.01 
CVX Chevron Corporation
+2.35%
+$7,467.04 
UPRO ProShares UltraPro S&P500
+1.97%
+$4,130.02 
PANW Palo Alto Networks, Inc.
+1.89%
+$18,769.8 
ORCL Oracle Corporation
+1.81%
+$45,680.25 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$20,991.83 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,969.06 
VOX Vanguard Communication Services ETF
+1.12%
+$41,345.7 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$40,029.36 
UNP Union Pacific Corporation
+0.92%
+$15,008.13 
IBM International Business Machines Corporation
+0.86%
+$1,562.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,103.65 
VIS Vanguard Industrials ETF
+0.72%
+$38,973.62 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,100.2 
RKSG Ruk Strategic Growth ETF
+0.69%
+$8,567.86 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,725.44 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,041.4 
ARTY iShares Future AI & Tech ETF
+0.6%
+$12,293.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,135.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,173.58 
STX Seagate Technology Holdings plc
+0.52%
+$6,243.36 
IYW iShares U.S. Technology ETF
+0.46%
+$1,163.14 
CSX CSX Corporation
+0.42%
+$1,154.79 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$901.76 
BAC Bank of America Corporation
+0.36%
+$1,773.64 
MRK Merck & Co., Inc.
+0.32%
+$8,921.82 
SMH VanEck Semiconductor ETF
+0.3%
+$8,389.66 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$995.28 
JNJ Johnson & Johnson
+0.21%
+$4,003.09 
WMT Walmart Inc.
+0.09%
+$801.72 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$181.08 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$2,509.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$728.14 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$1,560.43 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$999,974.64 
EXEL Exelixis Inc.
-5.25%
-$12,030.48 
IBIT iShares Bitcoin Trust
-2.89%
-$64,069.58 
EQIX Equinix, Inc.
-2.7%
-$82,716 
QCOM QUALCOMM Incorporated
-2.63%
-$21,298.67 
ABBV AbbVie Inc.
-2.51%
-$56,599.56 
VAW Vanguard Materials ETF
-2.38%
-$33,942.93 
NFLX Netflix, Inc.
-2%
-$236,660.16 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$27,169.76 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$4,368.32 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,476.1 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,048.48 
GLD SPDR Gold Shares
-1.49%
-$53,777.68 
TXN Texas Instruments Inc
-1.08%
-$4,469.63 
LOW Lowe's Companies Inc.
-1.08%
-$13,440.68 
VHT Vanguard Health Care ETF
-0.76%
-$26,519.11 
MA Mastercard Incorporated
-0.74%
-$21,840.77 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$10,091.42 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$18,447.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$50,538.2 
DHR Danaher Corporation
-0.61%
-$2,435.93 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,497.96 
LLY Eli Lilly and Company
-0.53%
-$6,074.83 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$19,421.43 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$8,346.23 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$15,951.97 
VGT Vanguard Information Technology ETF
-0.38%
-$48,565.92 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$56,791.38 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$615.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,034.25 
COST Costco Wholesale Corporation
-0.24%
-$2,350.65 
VB Vanguard Small-Cap ETF
-0.22%
-$8,661.58 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$18,203.48 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7,140.39 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$7,642.65 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$8,494.14 
MUB iShares National Muni Bond ETF
-0.11%
-$20,985.96 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$488.37 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$4,446.6 
CMF iShares California Muni Bond ETF
-0.05%
-$191.4 
V Visa Inc. Class A
-0.04%
-$1,189.78 Events
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Dividends
Dividend Analysis
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| Trades 801 | Longs Won 529/801 66% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $422,884.01 |
| Average Win $132,466.1 | Best Trade (Aug 06) $10.11M | Sharpe Ratio -11.14 |
| Average Loss -$65,982.12 | Worst Trade (Dec 31) -$1.15M | Z-Score 2.46 (98.62%) |
| Commissions $0 | Avg. Trade Length 12m 2d | Expectancy $65,077.94 |
| 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 | 4,587 | 4,128 | 3,670 | 3,211 | 2,752 | 2,294 | 1,835 | 1,376 | 917 | 459 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for James Rukstalis?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $4.92M, NVIDIA Corporation - $3.91M, Merck & Co., Inc - $1.67M, SPDR Bloomberg High Yield Bond ETF - $1.17M, and VanEck Semiconductor ETF - $1.07M. 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: Amazon.com Inc - $979,758.81, ProShares UltraPro Short QQQ - $684,722.68, ARK Innovation ETF Fund - $622,913.02, Vanguard Consumer Discretionary ETF - $578,264.35, and Vanguard Information Technology ETF - $520,365.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Rukstalis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.74M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $4.65M, Vanguard Total Bond Market Index Fund - $1.63M, SPDR Bloomberg High Yield Bond ETF - $1.59M, iShares National Muni Bond ETF - $1.54M, and PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $365,049.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Rukstalis's monthly returns?
James Rukstalis'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 James Rukstalis's strategy be considered aggressive or moderate?
James Rukstalis'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 James Rukstalis's strategy?
James Rukstalis'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.
