Janet Messer Portfolio
Invests via FRG Family Wealth Advisors LLC | Managed by Benjamin Dale Johnson, Jimmy Shanggee Wu, Janet Messer
Invests via FRG Family Wealth Advisors LLC
Managed by Benjamin Dale Johnson, Jimmy Shanggee Wu, Janet Messer
Automatically Tracked
Janet Messer Profile
Janet Messer stands out as an accomplished executive with a robust background in strategic leadership and operational excellence within the technology sector. With a career marked by pivotal roles at several high-growth firms, she has demonstrated an ability to drive innovation and enhance business efficiencies. Janet's expertise lies in steering organizations through transformative changes, fostering cross-functional collaboration to achieve sustainable growth. Her deep understanding of market dynamics enables her to identify emerging trends that impact industry performance significantly. As a recognized thought leader, she continues to shape the narrative around tech-driven solutions while actively mentoring the next generation of entrepreneurs.
Janet Messer stands out as an accomplished executive with a robust background in strategic leadership and operational excellence within the technology sector. With a career marked by pivotal roles at several high-growth firms, she has demonstrated an ability to drive innovation and enhance business efficiencies. Janet's expertise lies in steering organizations through transformative changes, fostering cross-functional collaboration to achieve sustainable growth. Her deep understanding of market dynamics enables her to identify emerging trends that impact industry performance significantly. As a recognized thought leader, she continues to shape the narrative around tech-driven solutions while actively mentoring the next generation of entrepreneurs.
Investment Philosophy & Strategy
Market trends in technology present dynamic avenues for growth and innovation. Janet Messer's extensive leadership experience equips her with a unique perspective on capitalizing on these opportunities. Her focus lies in identifying transformative initiatives that leverage emerging technologies to drive operational improvements and enhance competitiveness. Through strategic investments, she emphasizes fostering environments where innovative ideas can thrive while ensuring scalability remains central to decision-making. This forward-thinking approach positions ventures not only for immediate success but also for sustained relevance within a rapidly evolving landscape.
Market trends in technology present dynamic avenues for growth and innovation. Janet Messer's extensive leadership experience equips her with a unique perspective on capitalizing on these opportunities. Her focus lies in identifying transformative initiatives that leverage emerging technologies to drive operational improvements and enhance competitiveness. Through strategic investments, she emphasizes fostering environments where innovative ideas can thrive while ensuring scalability remains central to decision-making. This forward-thinking approach positions ventures not only for immediate success but also for sustained relevance within a rapidly evolving landscape.
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:
99.88%
Gain -2.34%
Monthly
1.3%
Yearly
16.82%
Drawdown
24.24%
$689.14M
Equity
Holdings
$689.14M
Investment
$305.49M
$517.25M
Profit -$8.46M
Realized
$133.6M
Unrealized
$383.65M
Dividends
$69.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.34%
Profit
-$8.46M
Win %
89%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$4.51M
Win %
89%
This Month
Compared to last month
Gain
-2.97%
Profit
-$21.12M
Win %
89%
This Year
Compared to last year
Gain
13.38%
Profit
$81.29M
Win %
87%
IREN IREN Limited
+20.72%
+$59,425.38 
AMTM Amentum Holdings, Inc.
+3.92%
+$6,343.11 
INTC Intel Corporation
+3.37%
+$23,299.2 
ELV Elevance Health, Inc.
+3.05%
+$33,016.5 
AMD Advanced Micro Devices, Inc.
+2.77%
+$21,195.66 
AVGO Broadcom Inc.
+2.73%
+$887,714.52 
PLTR Palantir Technologies Inc.
+2.28%
+$32,818.34 
GOOG Alphabet Inc
+2%
+$30,129.68 
HODL VanEck Bitcoin ETF
+1.96%
+$7,514.64 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.88%
+$26,465.25 
GOOGL Alphabet Inc
+1.88%
+$591,042.9 
MSFT Microsoft Corp.
+1.85%
+$1.04M 
CRM Salesforce Inc
+1.85%
+$16,988.16 
IBIT iShares Bitcoin Trust
+1.84%
+$11,145.45 
PSX Phillips 66
+1.75%
+$12,294.61 
ABT Abbott Laboratories
+1.6%
+$24,692.57 
CVX Chevron Corporation
+1.47%
+$20,395.26 
AIQ Global X Artificial Intelligence & Technology ETF
+1.43%
+$59,937.36 
ANET Arista Networks, Inc.
+1.3%
+$31,415.55 
AMZN Amazon.com Inc
+1.24%
+$510,248.88 
RTX RTX Corporation
+1.22%
+$21,922.04 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$134,602.6 
XLE Energy Select Sector SPDR Fund
+1.08%
+$4,125 
XNTK SPDR NYSE Technology ETF
+1.07%
+$4,400.62 
TXN Texas Instruments Inc
+1.07%
+$23,937 
VDE Vanguard Energy ETF
+1.06%
+$12,461.4 
XOM Exxon Mobil Corporation
+1.05%
+$17,655.36 
V Visa Inc. Class A
+1.02%
+$79,124.65 
SMH VanEck Semiconductor ETF
+1.02%
+$105,059.62 
COKE Coca-Cola Consolidated Inc.
+0.97%
+$5,265 
NLR VanEck Uranium and Nuclear ETF
+0.94%
+$3,344.07 
MDT Medtronic plc
+0.88%
+$3,311.91 
HON Honeywell International Inc.
+0.8%
+$3,723.17 
XSD SPDR S&P Semiconductor ETF
+0.79%
+$9,373.35 
CEG Constellation Energy Corporation
+0.73%
+$27,474.35 
XLK State Street Technology Select Sector SPDR ETF
+0.66%
+$3,116.19 
MA Mastercard Incorporated
+0.63%
+$6,767.39 
NVDA NVIDIA Corporation
+0.61%
+$31,424.04 
VGT Vanguard Information Technology ETF
+0.6%
+$31,736.96 
ALLE Allegion plc
+0.58%
+$1,837.24 
BP BP p.l.c. Sponsored ADR
+0.56%
+$1,204.85 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$6,406.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.55%
+$25,004.7 
LMT Lockheed Martin Corporation
+0.52%
+$4,018.08 
MMM 3M Company
+0.51%
+$4,258.37 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.48%
+$15,862.5 
DUK Duke Energy Corporation
+0.44%
+$1,359.75 
DXJ WisdomTree Japan Hedged Equity Fund
+0.4%
+$1,890.4 
MO Altria Group, Inc.
+0.34%
+$5,408.63 
CRWD CrowdStrike Holdings, Inc.
+0.34%
+$10,659.12 
META Meta Platforms Inc Class A
+0.34%
+$864.04 
VUG Vanguard Growth ETF
+0.31%
+$3,844.62 
CB Chubb Limited
+0.24%
+$3,139.89 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$5,510.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$44,939.16 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$23,979.25 
ESGV Vanguard ESG U.S. Stock ETF
+0.16%
+$1,234.59 
PANW Palo Alto Networks, Inc.
+0.15%
+$1,588.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$1,046.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.08%
+$953.42 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,332.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$33,453 
DFUS Dimensional U.S. Equity Market ETF
+0.06%
+$224.69 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$161.3 
GPIX S&P 500 Core Premium Income Fund
+0.04%
+$2,170.75 
SCHB Schwab U.S. Broad Market ETF
+0.02%
+$125.37 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-2.88%
-$23,522.08 
AAPL Apple Inc.
-2.81%
-$842,742.21 
IR Ingersoll Rand Inc.
-2.6%
-$14,395.78 
RPM RPM International Inc.
-2.52%
-$10,335 
TSLA Tesla, Inc.
-2.51%
-$116,309.73 
BX Blackstone Inc.
-2.23%
-$23,885.2 
PEP PepsiCo, Inc.
-2.2%
-$95,340.33 
WAT Waters Corporation
-2.19%
-$11,885.68 
DE Deere & Company
-2.06%
-$194,709 
EMR Emerson Electric Co.
-2.05%
-$23,549.24 
NVS Novartis AG Sponsored ADR
-2%
-$23,385.37 
NFLX Netflix, Inc.
-1.91%
-$3,642.55 
MRK Merck & Co., Inc.
-1.87%
-$72,973.85 
FDX FedEx Corporation
-1.87%
-$38,580.75 
BA Boeing Company
-1.77%
-$267,642.9 
KLAC KLA Corporation
-1.76%
-$127,500 
GPC Genuine Parts Company
-1.71%
-$4,761.05 
WMT Walmart Inc.
-1.71%
-$252,382.65 
MDLZ Mondelez International, Inc.
-1.68%
-$17,027.3 
CL Colgate-Palmolive Company
-1.67%
-$28,041.31 
LLY Eli Lilly and Company
-1.66%
-$160,814.15 
AMT American Tower Corporation
-1.64%
-$49,989.96 
CAT Caterpillar Inc.
-1.59%
-$192,518.1 
CSX CSX Corporation
-1.55%
-$10,833 
BDX Becton, Dickinson and Company
-1.31%
-$23,287.68 
JNJ Johnson & Johnson
-1.29%
-$91,661.61 
SRE Sempra
-1.17%
-$28,486.08 
SBUX Starbucks Corporation
-1.15%
-$7,992.05 
BLK BlackRock, Inc.
-1.13%
-$43,679.07 
PEG Public Service Enterprise Group Incorporated
-1.08%
-$11,843.9 
PAVE Global X U.S. Infrastructure Development ETF
-1.06%
-$3,593.8 
KBWB Invesco KBW Bank ETF
-0.99%
-$2,688 
RSG Republic Services, Inc.
-0.91%
-$4,839.52 
TT Trane Technologies plc
-0.9%
-$40,553.02 
OPEN Opendoor Technologies Inc.
-0.89%
-$537.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.84%
-$2,435.68 
PFE Pfizer Inc.
-0.82%
-$4,161.09 
IBB iShares Biotechnology ETF
-0.81%
-$30,821.26 
EXC Exelon Corporation
-0.79%
-$7,986.2 
J Jacobs Solutions Inc.
-0.79%
-$8,845.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.75%
-$4,315.68 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$6,281.8 
ETR Entergy Corporation
-0.73%
-$2,813.7 
PG Procter & Gamble Co
-0.73%
-$53,995.33 
VRTX Vertex Pharmaceuticals Incorporated
-0.68%
-$10,410.75 
PRU Prudential Financial, Inc.
-0.63%
-$5,370 
VHT Vanguard Health Care ETF
-0.63%
-$6,131.3 
UNH UnitedHealth Group Incorporated
-0.6%
-$4,424.64 
CMI Cummins Inc.
-0.59%
-$2,625.8 
XLV Health Care Select Sector SPDR Fund
-0.58%
-$1,739.1 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.56%
-$7,563 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$79,519.02 
ABBV AbbVie Inc.
-0.49%
-$29,497.86 
COST Costco Wholesale Corporation
-0.49%
-$59,713.11 
TMO Thermo Fisher Scientific Inc.
-0.48%
-$19,507.2 
VYMI Vanguard International High Dividend Yield Index Fund
-0.47%
-$36,361.25 
CSCO Cisco Systems, Inc.
-0.44%
-$8,046.23 
MCD McDonald's Corporation
-0.39%
-$8,664.72 
IJH iShares Core S&P Mid-Cap ETF
-0.39%
-$27,615.54 
AMGN Amgen Inc.
-0.37%
-$4,590.87 
TRV The Travelers Companies, Inc.
-0.37%
-$7,739.13 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$7,850.32 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$753.28 
QUAL iShares MSCI USA Quality Factor ETF
-0.29%
-$1,574.4 
ADM Archer-Daniels-Midland Co
-0.29%
-$814 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$30,893.62 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.24%
-$2,275 
VZ Verizon Communications Inc.
-0.24%
-$827.4 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$11,382.89 
WM Waste Management, Inc.
-0.22%
-$3,619.79 
VTV Vanguard Value ETF
-0.21%
-$844.1 
GLDM SPDR Gold MiniShares Trust
-0.2%
-$2,804.8 
SCHV Schwab U.S. Large-Cap Value ETF
-0.19%
-$445.96 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.19%
-$3,948.3 
IAUM iShares Gold Trust Micro
-0.19%
-$468 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$8,358.13 
KO The Coca-Cola Company
-0.17%
-$5,588.06 
JEPI JPMorgan Equity Premium Income Fund
-0.15%
-$6,841.73 
ADP Automatic Data Processing Inc.
-0.14%
-$7,942.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$511.3 
VEU Vanguard FTSE All-World ex-US ETF
-0.1%
-$3,273.66 
VO Vanguard Mid-Cap ETF
-0.06%
-$273.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.06%
-$229.03 
AMAT Applied Materials, Inc.
-0.03%
-$11,467.95 
NUKZ Range Nuclear Renaissance ETF
-0.02%
-$79.65 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$871.85 Events
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Dividends
Dividend Analysis
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| Trades 4124 | Longs Won 3035/4124 73% | Profit Factor 16.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $934,932.57 |
| Average Win $181,202.25 | Best Trade (Jul 22) $36.67M | Sharpe Ratio -20 |
| Average Loss -$30,023.3 | Worst Trade (Jul 22) -$3.61M | Z-Score -1.9 (96.57%) |
| Commissions $0 | Avg. Trade Length 4y 1m 5d | Expectancy $125,425.18 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Janet Messer?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $27.15M, Microsoft Corp - $12.45M, Amazon.com Inc - $8.27M, Boeing Company - $7.93M, and VANGUARD TOTAL STOCK MKT ETF - $7.66M. 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: The Kraft Heinz Company - $887,908.03, ARK Genomic Revolution ETF - $685,811, Ark Fintech Innovation ETF - $658,444.85, CVS Health Corporation - $501,377.96, and The 3D Printing ETF - $491,253.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Janet Messer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $69.93M earned over time. The largest contributors to dividend income include Boeing Company - $3.66M, Microsoft Corp - $3.65M, VANGUARD TOTAL STOCK MKT ETF - $3.23M, Procter & Gamble Co - $2.1M, and JPMorgan Ultra-Short Income ETF - $2.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Janet Messer's monthly returns?
Janet Messer's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Janet Messer's strategy be considered aggressive or moderate?
Janet Messer's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Janet Messer's strategy?
Janet Messer's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
