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:
31.78%
Gain +0.01%
Monthly
1.29%
Yearly
16.65%
Drawdown
18.44%
$375.57M
Equity
Holdings
$375.57M
Investment
$290.51M
$85.86M
Profit +$61,535.43
Realized
$807,296.62
Unrealized
$85.06M
Dividends
$8.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$61,535.43
Win %
72%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$3.49M
Win %
72%
This Month
Compared to last month
Gain
0.89%
Profit
$3.31M
Win %
72%
This Year
Compared to last year
Gain
5.53%
Profit
$19.63M
Win %
71%
BTC Grayscale Bitcoin Mini Trust ETF
+61.34%
+$678,787.84 
HONA Honeywell Aerospace Inc.
+3.36%
+$8,905 
NUE Nucor Corporation
+2.82%
+$10,446.9 
LMT Lockheed Martin Corporation
+2.51%
+$7,846.53 
RTX RTX Corporation
+2.08%
+$21,188.68 
HD The Home Depot, Inc.
+2.05%
+$22,684.41 
LOW Lowe's Companies Inc.
+2.03%
+$13,636.95 
JPM JPMorgan Chase & Co.
+1.9%
+$145,442.79 
ROK Rockwell Automation, Inc.
+1.84%
+$14,638.68 
ITA iShares U.S. Aerospace & Defense ETF
+1.8%
+$67,647.28 
TJX The TJX Companies, Inc.
+1.74%
+$31,123.12 
BLK BlackRock, Inc.
+1.72%
+$33,365.87 
NEM Newmont Corporation
+1.67%
+$7,720 
PEP PepsiCo, Inc.
+1.64%
+$5,534.53 
KO The Coca-Cola Company
+1.49%
+$18,496.37 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+1.49%
+$4,500 
MMM 3M Company
+1.47%
+$3,474.9 
MRSH Marsh & McLennan Companies, Inc.
+1.43%
+$3,786.06 
PH Parker-Hannifin Corporation
+1.42%
+$3,980.88 
GS The Goldman Sachs Group, Inc.
+1.37%
+$55,026.87 
SYM Symbotic Inc. Class A
+1.37%
+$4,708.8 
MO Altria Group, Inc.
+1.34%
+$15,174.72 
NEE NextEra Energy, Inc.
+1.3%
+$12,715.35 
WMT Walmart Inc.
+1.28%
+$4,028.89 
CR Crane NXT Co.
+1.27%
+$8,245.14 
DIS The Walt Disney Company
+1.26%
+$6,933.32 
MRK Merck & Co., Inc.
+1.25%
+$5,057.14 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$10,627.45 
LIN Linde plc
+1.24%
+$29,129.07 
CM Canadian Imperial Bank of Commerce
+1.24%
+$2,502 
TSLA Tesla, Inc.
+1.21%
+$5,825.53 
XLF Financial Select Sector SPDR Fund
+1.19%
+$4,533.54 
CL Colgate-Palmolive Company
+1.19%
+$9,924.2 
DVY iShares Select Dividend ETF
+1.18%
+$2,526.37 
CARR Carrier Global Corporation
+1.15%
+$2,619.54 
SDY SPDR S&P Dividend ETF
+1.12%
+$213,593.52 
BRK-A Berkshire Hathaway Inc.
+1.11%
+$70,147.2 
CVX Chevron Corporation
+1.11%
+$23,155.37 
XLU Utilities Select Sector SPDR Fund
+1.1%
+$4,908.66 
JNJ Johnson & Johnson
+1.08%
+$37,065.21 
B BARRICK MINING CORP Common Stock (ABR0)
+1.07%
+$2,175 
MCD McDonald's Corporation
+1.07%
+$15,618.57 
AMP Ameriprise Financial, Inc.
+1.02%
+$8,446.02 
V Visa Inc. Class A
+1.02%
+$16,499.84 
CB Chubb Limited
+1%
+$13,942.72 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.97%
+$63,677.22 
ASML ASML Holding N.V. New York Registry Shares
+0.97%
+$5,216.42 
COST Costco Wholesale Corporation
+0.91%
+$6,466.99 
ECL Ecolab Inc.
+0.9%
+$6,405.69 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.89%
+$9,397.2 
LLY Eli Lilly and Company
+0.89%
+$5,320.14 
ICE Intercontinental Exchange, Inc.
+0.89%
+$11,779.52 
SBUX Starbucks Corporation
+0.88%
+$4,519.45 
MDT Medtronic plc
+0.87%
+$3,450.22 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.86%
+$3,308.58 
MS Morgan Stanley
+0.83%
+$12,240.48 
AMT American Tower Corporation
+0.8%
+$8,523.39 
CMI Cummins Inc.
+0.73%
+$1,443.2 
UNP Union Pacific Corporation
+0.71%
+$6,183.24 
AAPL Apple Inc.
+0.7%
+$226,842.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.66%
+$1,620.4 
KCE SPDR S&P Capital Markets ETF
+0.61%
+$26,665.83 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.6%
+$7,995 
IWD iShares Russell 1000 Value ETF
+0.6%
+$3,965.76 
BMY Bristol-Myers Squibb Company
+0.59%
+$1,305.72 
WMB The Williams Companies, Inc.
+0.58%
+$1,460.03 
UBER Uber Technologies, Inc.
+0.58%
+$6,676.52 
AMGN Amgen Inc.
+0.58%
+$1,445.76 
NVS Novartis AG Sponsored ADR
+0.55%
+$2,524.03 
RSP Invesco S&P 500 Equal Weight ETF
+0.51%
+$50,074.92 
SLV iShares Silver Trust
+0.5%
+$983.32 
JEPI JPMorgan Equity Premium Income Fund
+0.5%
+$110,392.57 
CAT Caterpillar Inc.
+0.49%
+$2,036.04 
XOM Exxon Mobil Corporation
+0.48%
+$1,791.74 
URI United Rentals, Inc.
+0.42%
+$8,476.28 
CME CME Group Inc.
+0.37%
+$10,382.14 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.34%
+$631.8 
GLD SPDR Gold Shares
+0.31%
+$22,160.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.31%
+$88,812.65 
ABBV AbbVie Inc.
+0.29%
+$3,306.24 
ETH Ethan Allen Interiors Inc
+0.26%
+$2,093.58 
ETHE Grayscale Ethereum Trust ETF
+0.23%
+$2,173.5 
ADBE Adobe Inc.
+0.2%
+$1,405.8 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$421.05 
ADI Analog Devices, Inc.
+0.12%
+$314.08 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$356.62 
BKLN Invesco Senior Loan ETF
+0.07%
+$4,755.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$129.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NVAX Novavax Inc.
-10.14%
-$13,833.3 
CRWV CoreWeave, Inc.
-7.79%
-$16,067.37 
NBIS Nebius Group N.V.
-6.38%
-$13,197.96 
FLEX Flex Ltd.
-5.05%
-$15,913.94 
SNOW Snowflake Inc.
-4.8%
-$39,259.01 
IBRX ImmunityBio, Inc.
-4.65%
-$33,651.12 
CRWD CrowdStrike Holdings, Inc.
-4.39%
-$52,969.73 
MU Micron Technology, Inc.
-4.08%
-$249,667.92 
MRVL Marvell Technology, Inc.
-3.98%
-$54,269.81 
DELL Dell Technologies Inc.
-3.69%
-$45,745.19 
LITE Lumentum Holdings Inc.
-3.69%
-$7,918.82 
PLTR Palantir Technologies Inc.
-3.64%
-$41,821.7 
AMD Advanced Micro Devices, Inc.
-3.62%
-$55,840.4 
GLW Corning Incorporated
-3.17%
-$11,563.23 
BUG Global X Cybersecurity ETF
-3.1%
-$145,102.95 
RKLB Rocket Lab Corporation
-3.04%
-$5,948.88 
KLAC KLA Corporation
-2.65%
-$7,122.52 
SNPS Synopsys, Inc.
-2.6%
-$6,894.71 
MPWR Monolithic Power Systems, Inc.
-2.56%
-$9,895.18 
VRT Vertiv Holdings Co
-2.34%
-$16,977.64 
SPCX Space Exploration Technologies Corp. Class A
-2.26%
-$32,004.51 
ANET Arista Networks, Inc.
-2.18%
-$8,509.05 
QCOM QUALCOMM Incorporated
-2.18%
-$6,950.25 
AVGO Broadcom Inc.
-1.79%
-$33,975.54 
ORCL Oracle Corporation
-1.78%
-$3,804 
BMNR Bitmine Immersion Technologies, Inc.
-1.78%
-$16,835.31 
CSCO Cisco Systems, Inc.
-1.73%
-$5,855.8 
NFLX Netflix, Inc.
-1.43%
-$3,844.88 
GOOGL Alphabet Inc
-1.39%
-$201,308.95 
PBW Invesco WilderHill Clean Energy ETF
-1.17%
-$2,721.82 
META Meta Platforms Inc Class A
-1.14%
-$5,051.98 
GOOG Alphabet Inc
-1.14%
-$75,959.04 
UNH UnitedHealth Group Incorporated
-1.07%
-$3,553.41 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$17,948.45 
QQQI Neos NASDAQ-100 High Income ETF
-0.93%
-$1,965.54 
IWP iShares Russell Mid-Cap Growth ETF
-0.93%
-$1,935.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.78%
-$8,387.58 
IWF iShares Russell 1000 Growth ETF
-0.77%
-$3,435.2 
NOW ServiceNow, Inc.
-0.68%
-$2,779.1 
TMO Thermo Fisher Scientific Inc.
-0.62%
-$9,036.66 
DHR Danaher Corporation
-0.6%
-$4,486.38 
ETN Eaton Corporation plc
-0.53%
-$2,754.19 
AMZN Amazon.com Inc
-0.45%
-$72,084.82 
NVDA NVIDIA Corporation
-0.45%
-$220,886.46 
GBTC Grayscale Bitcoin Trust ETF
-0.44%
-$10,116.68 
MSFT Microsoft Corp.
-0.34%
-$82,547 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$1,098.14 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$976.38 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.02%
-$448.73 Events
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Dividends
Dividend Analysis
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No Data
| Trades 629 | Longs Won 421/629 66% | Profit Factor 14.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $957,428.42 |
| Average Win $221,165.13 | Best Trade (Oct 14) $19.63M | Sharpe Ratio -173.77 |
| Average Loss -$31,571.86 | Worst Trade (Oct 14) -$579,359.84 | Z-Score 6.05 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $136,509.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 95,112 | $23.77M | $32.76M | - | $8.98M | 37.77% | +0.697% |
| ABBV AbbVie Inc. | 4,032 | $721,941.22 | $1.15M | - | $424,033.82 | 58.74% | +0.289% |
| ADBE Adobe Inc. | 2,840 | $1.26M | $716,148.6 | - | -$546,742.44 | -43.29% | +0.197% |
| ADI Analog Devices, Inc. | 641 | $203,928 | $259,246.04 | - | $55,318.04 | 27.13% | +0.121% |
| AMD Advanced Micro Devices, Inc. | 2,744 | $331,447.92 | $1.49M | - | $1.16M | 348.61% | -3.62% |
| AMGN Amgen Inc. | 576 | $202,666 | $251,447.04 | - | $48,781.04 | 24.07% | +0.578% |
| AMP Ameriprise Financial, Inc. | 1,640 | $873,185.26 | $832,677.2 | - | -$40,508.06 | -4.64% | +1.025% |
| AMT American Tower Corporation | 5,858 | $1.08M | $1.07M | - | -$4,382.81 | -0.41% | +0.802% |
| AMZN Amazon.com Inc | 62,683 | $13.76M | $15.9M | - | $2.14M | 15.55% | -0.451% |
| ANET Arista Networks, Inc. | 2,101 | $356,918 | $381,394.53 | - | $24,476.53 | 6.86% | -2.182% |
| ASML ASML Holding N.V. New York Registry Shares | 324 | $224,558 | $542,226.96 | - | $317,668.96 | 141.46% | +0.971% |
| AVGO Broadcom Inc. | 5,520 | $1.44M | $1.87M | - | $422,388.91 | 29.24% | -1.788% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,000 | $217,750 | $204,925 | - | -$12,825 | -5.89% | +1.073% |
| BKLN Invesco Senior Loan ETF | 319,165 | $6.67M | $6.54M | - | -$137,656.77 | -2.06% | +0.073% |
| BLK BlackRock, Inc. | 1,736 | $1.78M | $1.98M | - | $196,774.41 | 11.04% | +1.715% |
| BMNR Bitmine Immersion Technologies, Inc. | 40,567 | $921,471.38 | $930,809.81 | - | $9,338.43 | 1.01% | -1.777% |
| BMY Bristol-Myers Squibb Company | 3,627 | $219,978 | $220,993.11 | - | $1,015.11 | 0.46% | +0.594% |
| BRK-A Berkshire Hathaway Inc. | 8 | $5.45M | $6.39M | - | $938,675.12 | 17.23% | +1.111% |
| BRK-B Berkshire Hathaway Inc. | 1,625 | $760,615.35 | $864,857.45 | - | $104,242.1 | 13.7% | +1.244% |
| BTC Grayscale Bitcoin Mini Trust ETF | 42,643 | $2.03M | $1.79M | - | -$240,896.46 | -11.89% | +61.341% |
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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 - $2.94M, NVIDIA Corporation - $1.17M, SPDR S&P Dividend ETF - $808,614.86, WisdomTree U.S. Quality Dividend Growth Fund - $758,610.26, and Invesco Senior Loan ETF - $429,297.73. 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 - $671,094.76, Adobe Inc - $245,959.9, Salesforce Inc - $92,003.56, Grayscale Bitcoin Mini Trust ETF - $86,820.76, and Danaher Corporation - $66,748.3. 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 $8.7M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.94M, SPDR S&P Dividend ETF - $795,120.75, WisdomTree U.S. Quality Dividend Growth Fund - $627,155.16, Invesco Senior Loan ETF - $429,297.73, and Microsoft Corp - $272,121.21. 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.
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