JB
Joshalyn Baca Portfolio
Invests via TigerOak Management LLC | Managed by Pete Henderson, Tony Steffan, Joshalyn Baca
Invests via TigerOak Management LLC
Managed by Pete Henderson, Tony Steffan, Joshalyn Baca
Automatically Tracked
Emerging-market growth investor with operating and capital-markets experience, focused on early-stage tech and consumer opportunities. Joshalyn Baca brings institutional investing and venture experience, having worked across deal execution, portfolio operations and strategic finance. Known for sourcing seed-to-Series B rounds, supporting go-to-market scaling and board-level reporting. Investment style emphasizes unit economics, customer retention and founder alignment. Educational background combines finance and strategy; frequently active in founder networks and industry syndicates.
Emerging-market growth investor with operating and capital-markets experience, focused on early-stage tech and consumer opportunities. Joshalyn Baca brings institutional investing and venture experience, having worked across deal execution, portfolio operations and strategic finance. Known for sourcing seed-to-Series B rounds, supporting go-to-market scaling and board-level reporting. Investment style emphasizes unit economics, customer retention and founder alignment. Educational background combines finance and strategy; frequently active in founder networks and industry syndicates.
Investment Philosophy & Strategy
Emerging-market growth investor with operating and capital-markets experience, focused on early-stage tech and consumer opportunities. Joshalyn Baca brings institutional investing and venture experience, having worked across deal execution, portfolio operations and strategic finance. Known for sourcing seed-to-Series B rounds, supporting go-to-market scaling and board-level reporting. Investment style emphasizes unit economics, customer retention and founder alignment. Educational background combines finance and strategy; frequently active in founder networks and industry syndicates.
Emerging-market growth investor with operating and capital-markets experience, focused on early-stage tech and consumer opportunities. Joshalyn Baca brings institutional investing and venture experience, having worked across deal execution, portfolio operations and strategic finance. Known for sourcing seed-to-Series B rounds, supporting go-to-market scaling and board-level reporting. Investment style emphasizes unit economics, customer retention and founder alignment. Educational background combines finance and strategy; frequently active in founder networks and industry syndicates.
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:
0.05%
Gain
Monthly
0%
Yearly
0.03%
Drawdown
22.34%
$357.8M
Equity
Holdings
$357.8M
Investment
$286.16M
$71.79M
Profit -$2M
Realized
$143,558.8
Unrealized
$71.65M
Dividends
$7.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2M
Win %
72%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$355,414.86
Win %
72%
This Month
Compared to last month
Gain
1.72%
Profit
$6.05M
Win %
72%
This Year
Compared to last year
Gain
12.88%
Profit
$40.83M
Win %
71%
CB Chubb Limited
+2.61%
+$35,587.74 
MRK Merck & Co., Inc.
+2.54%
+$9,077.44 
MO Altria Group, Inc.
+2.31%
+$25,743.43 
BMY Bristol-Myers Squibb Company
+1.98%
+$4,334.27 
BRK-A Berkshire Hathaway Inc.
+1.96%
+$116,000 
IBRX ImmunityBio, Inc.
+1.88%
+$10,138.76 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$16,221.06 
CSCO Cisco Systems, Inc.
+1.86%
+$6,848.28 
UNH UnitedHealth Group Incorporated
+1.84%
+$6,568.21 
CVX Chevron Corporation
+1.69%
+$29,212.23 
XOM Exxon Mobil Corporation
+1.66%
+$5,172.52 
RTX RTX Corporation
+1.57%
+$16,723.14 
MU Micron Technology, Inc.
+1.53%
+$79,461.23 
ITA iShares U.S. Aerospace & Defense ETF
+1.53%
+$63,049.33 
JNJ Johnson & Johnson
+1.53%
+$51,356.08 
LMT Lockheed Martin Corporation
+1.53%
+$4,965.88 
HON Honeywell International Inc.
+1.39%
+$5,260.96 
ABBV AbbVie Inc.
+1.36%
+$13,668.9 
CRWD CrowdStrike Holdings, Inc.
+1.25%
+$10,627.88 
LLY Eli Lilly and Company
+1.2%
+$6,681.52 
WMT Walmart Inc.
+1.07%
+$3,231.21 
PH Parker-Hannifin Corporation
+1.07%
+$2,979.84 
XLU Utilities Select Sector SPDR Fund
+1.03%
+$3,102.47 
BUG Global X Cybersecurity ETF
+1.01%
+$40,531.08 
NVS Novartis AG Sponsored ADR
+0.96%
+$4,474.68 
UNP Union Pacific Corporation
+0.93%
+$8,739.35 
NEE NextEra Energy, Inc.
+0.92%
+$10,296 
RKLB Rocket Lab Corporation
+0.92%
+$2,195.42 
MMM 3M Company
+0.9%
+$2,073.5 
ETN Eaton Corporation plc
+0.74%
+$3,770.03 
DVY iShares Select Dividend ETF
+0.71%
+$1,555 
MRSH Marsh & McLennan Companies, Inc.
+0.61%
+$1,591.52 
ICE Intercontinental Exchange, Inc.
+0.56%
+$6,712.8 
SDY SPDR S&P Dividend ETF
+0.52%
+$101,082.82 
AMT American Tower Corporation
+0.48%
+$4,787.98 
GLD SPDR Gold Shares
+0.46%
+$31,823.55 
AMGN Amgen Inc.
+0.44%
+$950.41 
CL Colgate-Palmolive Company
+0.44%
+$3,703.12 
ORCL Oracle Corporation
+0.41%
+$844.05 
HD The Home Depot, Inc.
+0.39%
+$4,987.76 
AMP Ameriprise Financial, Inc.
+0.38%
+$3,372.25 
NUE Nucor Corporation
+0.37%
+$1,185.81 
COST Costco Wholesale Corporation
+0.34%
+$2,341.74 
LIN Linde plc
+0.32%
+$7,961.45 
SNOW Snowflake Inc.
+0.29%
+$1,728.52 
ECL Ecolab Inc.
+0.27%
+$1,795.8 
CR Crane NXT Co.
+0.21%
+$1,483.79 
JPM JPMorgan Chase & Co.
+0.2%
+$15,418.77 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.2%
+$14,150.62 
URI United Rentals, Inc.
+0.2%
+$4,300.9 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$577 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$361.48 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.11%
+$1,399.12 
IWD iShares Russell 1000 Value ETF
+0.09%
+$588.83 
BKLN Invesco Senior Loan ETF
+0.05%
+$3,154.1 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$942.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.04%
+$107.87 
RSP Invesco S&P 500 Equal Weight ETF
+0.04%
+$4,077.36 
ACES ALPS Clean Energy ETF
+0.01%
+$43.11 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.01%
+$41.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-8.68%
-$23,845.65 
META Meta Platforms Inc Class A
-4.27%
-$16,381.04 
FLEX Flex Ltd.
-4.18%
-$16,220.05 
KLAC KLA Corporation
-3.49%
-$11,781 
ASML ASML Holding N.V. New York Registry Shares
-2.6%
-$15,033.6 
PLTR Palantir Technologies Inc.
-2.6%
-$16,717.1 
UBER Uber Technologies, Inc.
-2.53%
-$34,477.54 
ETHE Grayscale Ethereum Trust ETF
-2.48%
-$18,112.5 
VRT Vertiv Holdings Co
-2.47%
-$17,155.36 
ETH Ethan Allen Interiors Inc
-2.35%
-$13,736.1 
MSFT Microsoft Corp.
-2.33%
-$418,553.84 
AMD Advanced Micro Devices, Inc.
-2.32%
-$32,861.36 
TSLA Tesla, Inc.
-2.32%
-$12,022.62 
GLW Corning Incorporated
-2.27%
-$10,260.03 
KO The Coca-Cola Company
-2.18%
-$25,048.06 
GOOG Alphabet Inc
-2.1%
-$151,629.39 
GOOGL Alphabet Inc
-2.05%
-$307,470.38 
BMNR Bitmine Immersion Technologies, Inc.
-1.71%
-$8,657.88 
V Visa Inc. Class A
-1.57%
-$23,768.08 
ADI Analog Devices, Inc.
-1.52%
-$3,714.59 
TMO Thermo Fisher Scientific Inc.
-1.43%
-$16,355.89 
NVDA NVIDIA Corporation
-1.39%
-$684,936.3 
BTC Grayscale Bitcoin Mini Trust ETF
-1.39%
-$18,990.42 
GBTC Grayscale Bitcoin Trust ETF
-1.39%
-$24,931.08 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$5,857.92 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$25,365.28 
MPWR Monolithic Power Systems, Inc.
-1.27%
-$5,213.25 
GS The Goldman Sachs Group, Inc.
-1.25%
-$61,029.15 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.2%
-$10,514.94 
MS Morgan Stanley
-1.18%
-$20,447.16 
NVAX Novavax Inc.
-1.03%
-$904.4 
KCE SPDR S&P Capital Markets ETF
-1.01%
-$46,158.12 
AMZN Amazon.com Inc
-0.94%
-$146,982.42 
AVGO Broadcom Inc.
-0.93%
-$18,009.25 
AAPL Apple Inc.
-0.92%
-$295,998.08 
QCOM QUALCOMM Incorporated
-0.92%
-$2,808.75 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.86%
-$2,250 
ROK Rockwell Automation, Inc.
-0.85%
-$7,543.98 
B BARRICK MINING CORP Common Stock (ABR0)
-0.75%
-$1,300 
DIS The Walt Disney Company
-0.73%
-$4,232.54 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.72%
-$5,816.94 
BLK BlackRock, Inc.
-0.7%
-$13,328.41 
ADBE Adobe Inc.
-0.67%
-$4,981.61 
DHR Danaher Corporation
-0.61%
-$6,186.6 
CARR Carrier Global Corporation
-0.59%
-$1,708.47 
SBUX Starbucks Corporation
-0.58%
-$3,349.71 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$12,622.11 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.56%
-$14,449.75 
WMB The Williams Companies, Inc.
-0.51%
-$1,369.9 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.47%
-$136,372.98 
PBW Invesco WilderHill Clean Energy ETF
-0.42%
-$1,723.26 
NEM Newmont Corporation
-0.29%
-$1,040 
MDT Medtronic plc
-0.19%
-$666.4 
LOW Lowe's Companies Inc.
-0.17%
-$1,271.32 
MCD McDonald's Corporation
-0.17%
-$2,774.72 
MRVL Marvell Technology, Inc.
-0.16%
-$1,378.8 
PEP PepsiCo, Inc.
-0.16%
-$578.16 
JEPI JPMorgan Equity Premium Income Fund
-0.12%
-$26,807.48 
CME CME Group Inc.
-0.09%
-$2,167.22 
TJX The TJX Companies, Inc.
-0.08%
-$1,486.08 
CAT Caterpillar Inc.
-0.07%
-$349.68 
SLV iShares Silver Trust
-0.04%
-$130.64 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$112.28 
XLF Financial Select Sector SPDR Fund
-0.02%
-$68.69 
DELL Dell Technologies Inc.
0%
-$13.36 Events
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Dividends
Dividend Analysis
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| Trades 520 | Longs Won 341/520 65% | Profit Factor 9.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $940,826.1 |
| Average Win $236,407.17 | Best Trade (Jul 15) $18.2M | Sharpe Ratio -12.25 |
| Average Loss -$49,291.53 | Worst Trade (Jul 10) -$1.61M | Z-Score 7.17 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $138,060.89 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
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Returns
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Option values are updated at end of day.
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