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:
32.03%
Gain +0.44%
Monthly
1.4%
Yearly
18.15%
Drawdown
18.44%
$374.47M
Equity
Holdings
$374.47M
Investment
$290.51M
$86.37M
Profit +$1.52M
Realized
$2.41M
Unrealized
$83.96M
Dividends
$7.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$1.52M
Win %
72%
This Week
Compared To Last Week
Gain
0.41%
Profit
$1.52M
Win %
72%
This Month
Compared to last month
Gain
4.6%
Profit
$16.5M
Win %
72%
This Year
Compared to last year
Gain
5.67%
Profit
$20.14M
Win %
70%
KLAC KLA Corporation
+4.01%
+$11,904.18 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$21,351.61 
ANET Arista Networks, Inc.
+3.31%
+$13,299.33 
ETN Eaton Corporation plc
+3.22%
+$18,442.72 
SBUX Starbucks Corporation
+1.92%
+$10,687.17 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$6,513.11 
IBRX ImmunityBio, Inc.
+1.47%
+$7,960.48 
LOW Lowe's Companies Inc.
+1.08%
+$8,140.95 
GLW Corning Incorporated
+0.91%
+$3,766.65 
CVX Chevron Corporation
+0.9%
+$16,675.75 
NVAX Novavax Inc.
+0.76%
+$638.46 
META Meta Platforms Inc Class A
+0.71%
+$2,520.01 
TSLA Tesla, Inc.
+0.58%
+$2,561.11 
DIS The Walt Disney Company
+0.34%
+$1,745.8 
NOW ServiceNow, Inc.
+0.08%
+$273.8 
ABBV AbbVie Inc.
0%
$0 
ADBE Adobe Inc.
0%
+$0.03 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.06 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BLK BlackRock, Inc.
0%
-$0.03 
BMY Bristol-Myers Squibb Company
0%
$0 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
CB Chubb Limited
0%
+$0.04 
CMI Cummins Inc.
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
CME CME Group Inc.
0%
+$0.1 
COST Costco Wholesale Corporation
0%
$0 
CR Crane NXT Co.
0%
-$0.03 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
ECL Ecolab Inc.
0%
+$0.02 
ETHE Grayscale Ethereum Trust ETF
0%
$0 
FLEX Flex Ltd.
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.04 
HD The Home Depot, Inc.
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LMT Lockheed Martin Corporation
0%
+$0.02 
MCD McDonald's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MMM 3M Company
0%
+$0.01 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.09 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NUE Nucor Corporation
0%
+$0.01 
NVS Novartis AG Sponsored ADR
0%
+$0.03 
PEP PepsiCo, Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
+$0.01 
SYM Symbotic Inc. Class A
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.03 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
URI United Rentals, Inc.
0%
-$0.04 
V Visa Inc. Class A
0%
-$0.04 
VRT Vertiv Holdings Co
0%
-$0.03 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.02 
BKLN Invesco Senior Loan ETF
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
-$0.01 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.01 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.18 
GLD SPDR Gold Shares
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.01 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PBW Invesco WilderHill Clean Energy ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SLVP iShares MSCI Global Silver and Metals Miners ETF
0%
-$0.02 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
ETH Ethan Allen Interiors Inc
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
NBIS Nebius Group N.V.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
+$0.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$1.68 
HONA Honeywell Aerospace Inc.
0%
+$0.01 
BTC Grayscale Bitcoin Mini Trust ETF
-38.02%
-$678,787.84 
GOOGL Alphabet Inc
-3.84%
-$569,475.62 
ORCL Oracle Corporation
-3.69%
-$8,828.45 
AMZN Amazon.com Inc
-2.09%
-$364,814.81 
TJX The TJX Companies, Inc.
-1.94%
-$38,115.12 
AAPL Apple Inc.
-1.09%
-$318,625.2 
CL Colgate-Palmolive Company
-0.9%
-$7,578.48 
MO Altria Group, Inc.
-0.78%
-$7,817.28 
LIN Linde plc
-0.39%
-$9,179.03 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$6,304.1 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$7,138.38 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.05%
-$535.38 
RKLB Rocket Lab Corporation
-0.04%
-$106.23 
NVDA NVIDIA Corporation
-0.02%
-$11,385.9 
ADI Analog Devices, Inc.
0%
-$3.21 
KCE SPDR S&P Capital Markets ETF
0%
-$28.59 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 415/629 65% | Profit Factor 14.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $954,093.29 |
| Average Win $221,693.4 | Best Trade (Aug 28) $21.13M | Sharpe Ratio -173.74 |
| Average Loss -$30,616.63 | Worst Trade (Aug 17) -$915,197.78 | Z-Score 8.72 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $137,313.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 95,112 | $23.77M | $29M | - | $5.23M | 21.98% | -1.087% |
| ABBV AbbVie Inc. | 4,032 | $721,941.22 | $999,815.04 | - | $277,873.82 | 38.49% | 0.0 |
| ADBE Adobe Inc. | 2,840 | $1.26M | $775,206.4 | - | -$487,684.64 | -38.62% | 0.0 |
| ADI Analog Devices, Inc. | 641 | $203,928 | $246,095.92 | - | $42,167.92 | 20.68% | -0.001% |
| AMD Advanced Micro Devices, Inc. | 2,744 | $331,447.92 | $1.29M | - | $957,024.72 | 288.74% | 0.0 |
| AMGN Amgen Inc. | 576 | $202,666 | $240,307.2 | - | $37,641.2 | 18.57% | 0.0 |
| AMP Ameriprise Financial, Inc. | 1,640 | $873,185.26 | $914,349.25 | - | $41,163.99 | 4.71% | 0.0 |
| AMT American Tower Corporation | 5,858 | $1.08M | $990,646.38 | - | -$84,666.7 | -7.87% | 0.0 |
| AMZN Amazon.com Inc | 62,683 | $13.76M | $17.07M | - | $3.31M | 24.06% | -2.093% |
| ANET Arista Networks, Inc. | 2,101 | $356,918 | $415,682.85 | - | $58,764.85 | 16.46% | +3.305% |
| ASML ASML Holding N.V. New York Registry Shares | 324 | $224,558 | $582,999.12 | - | $358,441.12 | 159.62% | +3.802% |
| AVGO Broadcom Inc. | 5,520 | $1.44M | $2.33M | - | $887,310.91 | 61.43% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,000 | $217,750 | $204,400 | - | -$13,350 | -6.13% | 0.0 |
| BKLN Invesco Senior Loan ETF | 319,165 | $6.67M | $6.54M | - | -$131,241.55 | -1.97% | 0.0 |
| BLK BlackRock, Inc. | 1,736 | $1.78M | $1.96M | - | $181,844.81 | 10.2% | 0.0 |
| BMNR Bitmine Immersion Technologies, Inc. | 40,567 | $921,471.38 | $734,262.7 | - | -$187,208.68 | -20.32% | 0.0 |
| BMY Bristol-Myers Squibb Company | 3,627 | $219,978 | $235,174.68 | - | $15,196.68 | 6.91% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 8 | $5.45M | $6.35M | - | $903,160 | 16.58% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,625 | $760,615.35 | $860,307.5 | - | $99,692.15 | 13.11% | 0.0 |
| BTC Grayscale Bitcoin Mini Trust ETF | 42,643 | $2.03M | $1.11M | - | -$919,684.3 | -45.39% | -38.02% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joshalyn Baca?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $2.79M, NVIDIA Corporation - $1.12M, SPDR S&P Dividend ETF - $694,739.05, WisdomTree U.S. Quality Dividend Growth Fund - $693,092.73, and Invesco Senior Loan ETF - $392,766.1. 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: UnitedHealth Group Incorporated - $672,985.56, Adobe Inc - $245,959.9, Salesforce Inc - $92,003.56, Grayscale Bitcoin Mini Trust ETF - $86,820.76, and Danaher Corporation - $68,048.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshalyn Baca's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.8M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.79M, SPDR S&P Dividend ETF - $681,244.94, WisdomTree U.S. Quality Dividend Growth Fund - $561,637.63, Invesco Senior Loan ETF - $392,766.1, and Microsoft Corp - $231,517.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshalyn Baca's monthly returns?
Joshalyn Baca's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joshalyn Baca's strategy be considered aggressive or moderate?
Joshalyn Baca's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joshalyn Baca's strategy?
Joshalyn Baca's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
