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:
58.99%
Gain +0.57%
Monthly
0.67%
Yearly
8.29%
Drawdown
21.05%
$303.87M
Equity
Holdings
$303.87M
Investment
$251.6M
$53.77M
Profit +$895,318.77
Realized
$1.5M
Unrealized
$52.27M
Dividends
$14.4M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$895,318.77
Win %
72%
This Week
Compared To Last Week
Gain
0.3%
Profit
$895,318.77
Win %
72%
This Month
Compared to last month
Gain
0.05%
Profit
$136,583.04
Win %
72%
This Year
Compared to last year
Gain
2.72%
Profit
$8.03M
Win %
74%
TXN Texas Instruments Inc
+4.66%
+$19,402.8 
AMD Advanced Micro Devices, Inc.
+3.77%
+$28,833.05 
QCOM QUALCOMM Incorporated
+3.34%
+$32,481.75 
ORCL Oracle Corporation
+3.29%
+$89,778.36 
FNGU MicroSectors FANG+ Index 3X Leveraged ETN
+3.23%
+$24,355.62 
PANW Palo Alto Networks, Inc.
+2.94%
+$35,571.06 
UPRO ProShares UltraPro S&P500
+2.79%
+$6,294.12 
SMH VanEck Semiconductor ETF
+2.61%
+$82,943.9 
NVDA NVIDIA Corporation
+2.47%
+$635,802.79 
CRWD CrowdStrike Holdings, Inc.
+2.16%
+$137,006.86 
GOOG Alphabet Inc
+1.96%
+$20,619.43 
GOOGL Alphabet Inc
+1.85%
+$152,296.98 
CSX CSX Corporation
+1.82%
+$4,646.65 
UNP Union Pacific Corporation
+1.8%
+$27,542.9 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.77%
+$3,900.7 
DHR Danaher Corporation
+1.74%
+$7,522.75 
ARTY iShares Future AI & Tech ETF
+1.71%
+$41,489.55 
IYM iShares U.S. Basic Materials ETF
+1.68%
+$3,698.18 
IYW iShares U.S. Technology ETF
+1.56%
+$4,496.48 
VAW Vanguard Materials ETF
+1.52%
+$20,753.32 
VGT Vanguard Information Technology ETF
+1.46%
+$209,566.46 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+1.44%
+$88,651.86 
XLK State Street Technology Select Sector SPDR ETF
+1.4%
+$52,051.07 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$6,723.26 
DFAS Dimensional U.S. Small Cap ETF
+1.32%
+$56,227.7 
VCR Vanguard Consumer Discretionary ETF
+1.3%
+$93,174.23 
AMZN Amazon.com Inc
+1.3%
+$108,195.31 
VB Vanguard Small-Cap ETF
+1.3%
+$48,886.9 
EXEL Exelixis Inc.
+1.29%
+$3,069 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.25%
+$94,087.87 
IBIT iShares Bitcoin Trust
+1.17%
+$33,848.08 
HONA Honeywell Aerospace Inc.
+1.16%
+$5,894.47 
VEU Vanguard FTSE All-World ex-US ETF
+1.13%
+$94,557.49 
VIS Vanguard Industrials ETF
+1.11%
+$56,876.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$51,335.8 
IVV iShares Core S&P 500 ETF
+0.93%
+$2,396.07 
EQIX Equinix, Inc.
+0.93%
+$27,435.3 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$7,966.72 
VOX Vanguard Communication Services ETF
+0.89%
+$34,454.75 
META Meta Platforms Inc Class A
+0.89%
+$32,947.25 
IGV iShares Expanded Tech-Software Sector ETF
+0.84%
+$15,041.39 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.84%
+$2,113.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.82%
+$34,668.36 
AAPL Apple Inc.
+0.8%
+$107,664.07 
XLRE The Real Estate Select Sector SPDR Fund
+0.8%
+$27,443.33 
RKSG Ruk Strategic Growth ETF
+0.78%
+$9,979.3 
XLU Utilities Select Sector SPDR Fund
+0.78%
+$18,447.17 
MSFT Microsoft Corp.
+0.59%
+$36,536.07 
AOA iShares Core Aggressive Allocation ETF
+0.53%
+$1,767.48 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.53%
+$1,078.68 
UNH UnitedHealth Group Incorporated
+0.47%
+$9,928.2 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.37%
+$28,867.96 
FALN iShares Fallen Angels USD Bond ETF
+0.37%
+$1,546.51 
MUB iShares National Muni Bond ETF
+0.35%
+$62,957.88 
CMF iShares California Muni Bond ETF
+0.35%
+$1,212.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.34%
+$4,697.73 
JNK SPDR Bloomberg High Yield Bond ETF
+0.34%
+$38,889.81 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.25%
+$14,752.98 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.23%
+$701.68 
BAC Bank of America Corporation
+0.22%
+$967.44 
MA Mastercard Incorporated
+0.17%
+$4,676.49 
LLY Eli Lilly and Company
+0.07%
+$812.64 
VDC VANGUARD CONSUMER STAPLES ETF
+0.05%
+$1,781.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$728.14 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$304.08 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$20.68 
VHT Vanguard Health Care ETF
+0.01%
+$170 
HONIV Honeywell International Inc.
0%
$0 
STX Seagate Technology Holdings plc
-15.02%
-$199,268.1 
APP AppLovin Corporation Class A Common Stock
-1.74%
-$16,635.92 
IBM International Business Machines Corporation
-1.35%
-$2,486.72 
BMY Bristol-Myers Squibb Company
-1.02%
-$8,540.28 
LOW Lowe's Companies Inc.
-0.87%
-$9,355.18 
MRK Merck & Co., Inc.
-0.68%
-$21,324.8 
JNJ Johnson & Johnson
-0.64%
-$12,537.98 
NFLX Netflix, Inc.
-0.61%
-$67,269.84 
GLD SPDR Gold Shares
-0.44%
-$16,076.02 
CVX Chevron Corporation
-0.29%
-$991.22 
COST Costco Wholesale Corporation
-0.22%
-$2,098.09 
WMT Walmart Inc.
-0.19%
-$1,603.4 
ABBV AbbVie Inc.
-0.17%
-$3,849.03 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$1,360.32 
V Visa Inc. Class A
-0.11%
-$3,314.69 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$1,493.31 Events
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Dividends
Dividend Analysis
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| Trades 801 | Longs Won 513/801 64% | Profit Factor 3.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $493,360.28 |
| Average Win $145,505.37 | Best Trade (Oct 06) $12.15M | Sharpe Ratio -11.14 |
| Average Loss -$72,492.81 | Worst Trade (Dec 31) -$1.15M | Z-Score 0.43 (33.28%) |
| Commissions $0 | Avg. Trade Length 1y 3w 4d | Expectancy $67,124 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,184 | 3,766 | 3,347 | 2,929 | 2,510 | 2,092 | 1,674 | 1,255 | 837 | 418 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,782 | $8.75M | $13.58M | - | $4.83M | 55.15% | +0.799% |
| ABBV AbbVie Inc. | 8,748 | $1.98M | $2.27M | - | $286,850.22 | 14.46% | -0.169% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,137 | $414,270.94 | $390,636.22 | - | -$23,634.72 | -5.71% | +0.005% |
| AMD Advanced Micro Devices, Inc. | 1,242 | $200,984.82 | $793,569.69 | - | $592,584.87 | 294.84% | +3.77% |
| AMZN Amazon.com Inc | 33,497 | $6.4M | $8.42M | - | $2.02M | 31.58% | +1.301% |
| AOA iShares Core Aggressive Allocation ETF | 3,432 | $276,133.92 | $335,392.2 | - | $59,258.28 | 21.46% | +0.53% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,527 | $267,843.35 | $310,936.99 | - | $43,093.64 | 16.09% | +0.226% |
| APP AppLovin Corporation Class A Common Stock | 3,409 | $905,550.58 | $942,349.87 | - | $36,799.29 | 4.06% | -1.735% |
| ARTY iShares Future AI & Tech ETF | 30,733 | $2.34M | $2.47M | - | $132,459.23 | 5.66% | +1.706% |
| BAC Bank of America Corporation | 8,062 | $459,372.76 | $434,138.7 | - | -$25,234.06 | -5.49% | +0.223% |
| BMY Bristol-Myers Squibb Company | 13,556 | $628,884.24 | $824,611.48 | - | $195,727.24 | 31.12% | -1.025% |
| BND Vanguard Total Bond Market Index Fund | 298,902 | $21.93M | $20.95M | - | -$982,258.13 | -4.48% | -0.007% |
| CMF iShares California Muni Bond ETF | 6,380 | $367,743.2 | $347,454.8 | - | -$20,288.4 | -5.52% | +0.35% |
| COST Costco Wholesale Corporation | 1,031 | $1.02M | $941,205.05 | - | -$75,202.43 | -7.4% | -0.222% |
| CRWD CrowdStrike Holdings, Inc. | 23,848 | $2.26M | $6.48M | - | $4.22M | 187.01% | +2.159% |
| CSX CSX Corporation | 5,499 | $225,837.63 | $260,570.11 | - | $34,732.48 | 15.38% | +1.816% |
| CVX Chevron Corporation | 1,652 | $328,834.6 | $341,138 | - | $12,303.4 | 3.74% | -0.29% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 5,636 | $217,478.9 | $253,817.26 | - | $36,338.36 | 16.71% | +0.84% |
| DFAS Dimensional U.S. Small Cap ETF | 54,590 | $3.54M | $4.31M | - | $774,330.38 | 21.88% | +1.321% |
| DHR Danaher Corporation | 2,047 | $425,760.89 | $440,995.44 | - | $15,234.55 | 3.58% | +1.735% |
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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 - $4.95M, NVIDIA Corporation - $3.94M, Merck & Co., Inc - $1.67M, SPDR Bloomberg High Yield Bond ETF - $1.24M, 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 - $562,280.71, and Vanguard Information Technology ETF - $503,818.71. 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 $14.4M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $4.67M, Vanguard Total Bond Market Index Fund - $1.71M, SPDR Bloomberg High Yield Bond ETF - $1.66M, iShares National Muni Bond ETF - $1.64M, and PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $407,181.13. 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.
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