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:
113.9%
Gain -0.38%
Monthly
1.33%
Yearly
17.22%
Drawdown
24.24%
$720.29M
Equity
Holdings
$720.29M
Investment
$303.06M
$537.22M
Profit -$2.53M
Realized
$119.99M
Unrealized
$417.23M
Dividends
$70.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$2.53M
Win %
88%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$2.53M
Win %
88%
This Month
Compared to last month
Gain
-1.1%
Profit
-$8.04M
Win %
88%
This Year
Compared to last year
Gain
12.37%
Profit
$79.3M
Win %
88%
CRWD CrowdStrike Holdings, Inc.
+13.85%
+$440,597.76 
PANW Palo Alto Networks, Inc.
+13.09%
+$124,588.65 
RBLX Roblox Corporation
+12.66%
+$18,547.2 
NOW ServiceNow, Inc.
+7.41%
+$18,756.2 
ACN Accenture plc Class A
+6.05%
+$10,257.26 
CRM Salesforce Inc
+4.68%
+$105,611.33 
COKE Coca-Cola Consolidated Inc.
+4.18%
+$24,180 
NFLX Netflix, Inc.
+3.79%
+$7,486.15 
PLTR Palantir Technologies Inc.
+3.65%
+$71,992.2 
GOOGL Alphabet Inc
+3.22%
+$1.03M 
MDT Medtronic plc
+3.18%
+$14,039.62 
ADP Automatic Data Processing Inc.
+3.13%
+$206,046.63 
GOOG Alphabet Inc
+3.07%
+$39,031.54 
BDX Becton, Dickinson and Company
+2.84%
+$82,010.1 
UL Unilever PLC Sponsored American Depositary Receipt
+2.52%
+$5,853.12 
MO Altria Group, Inc.
+2.38%
+$34,771.28 
IBM International Business Machines Corporation
+2.38%
+$5,444.77 
IBIT iShares Bitcoin Trust
+2.22%
+$15,602.45 
WM Waste Management, Inc.
+2.18%
+$34,149.08 
UPS United Parcel Service, Inc.
+2.16%
+$7,063.35 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.16%
+$45,783.75 
HODL VanEck Bitcoin ETF
+2.15%
+$10,766.76 
MSFT Microsoft Corp.
+2.04%
+$1.43M 
LLY Eli Lilly and Company
+2.02%
+$186,375.04 
MCD McDonald's Corporation
+1.98%
+$51,107.58 
WMT Walmart Inc.
+1.81%
+$255,833.62 
ABBV AbbVie Inc.
+1.78%
+$122,423.4 
J Jacobs Solutions Inc.
+1.56%
+$20,000.5 
COST Costco Wholesale Corporation
+1.54%
+$186,592.08 
AMTM Amentum Holdings, Inc.
+1.44%
+$2,201.92 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$4,408.2 
VHT Vanguard Health Care ETF
+1.38%
+$13,440.6 
RSG Republic Services, Inc.
+1.38%
+$7,291.25 
ALLE Allegion plc
+1.37%
+$5,126.1 
NVS Novartis AG Sponsored ADR
+1.36%
+$19,005.48 
VZ Verizon Communications Inc.
+1.35%
+$6,522.57 
ELV Elevance Health, Inc.
+1.33%
+$21,202.65 
V Visa Inc. Class A
+1.32%
+$115,426.64 
CL Colgate-Palmolive Company
+1.27%
+$20,357.42 
KO The Coca-Cola Company
+1.22%
+$48,293.3 
UNH UnitedHealth Group Incorporated
+1.19%
+$7,802.67 
FSTA Fidelity MSCI Consumer Staples Index ETF
+1.18%
+$15,630.2 
AMGN Amgen Inc.
+1.12%
+$14,208.21 
ABT Abbott Laboratories
+1.12%
+$18,639 
CB Chubb Limited
+1.07%
+$13,158.7 
LMT Lockheed Martin Corporation
+1.01%
+$8,315.88 
BXSL Blackstone Secured Lending Fund
+0.98%
+$1,977.6 
MA Mastercard Incorporated
+0.92%
+$9,983.54 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$129,081.28 
DE Deere & Company
+0.87%
+$95,529.91 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$13,387.5 
IBB iShares Biotechnology ETF
+0.82%
+$35,836.53 
TRV The Travelers Companies, Inc.
+0.77%
+$21,822.5 
HD The Home Depot, Inc.
+0.71%
+$2,533.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$73,486.16 
MRK Merck & Co., Inc.
+0.64%
+$31,960.23 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$30,278.88 
PG Procter & Gamble Co
+0.61%
+$45,995.84 
RPM RPM International Inc.
+0.59%
+$2,301 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$4,298.12 
RSPF Invesco S&P 500 Equal Weight Financials ETF
+0.4%
+$5,497.8 
SYY Sysco Corporation
+0.39%
+$1,248 
SBUX Starbucks Corporation
+0.32%
+$2,111.68 
JNJ Johnson & Johnson
+0.3%
+$24,044.28 
AAPL Apple Inc.
+0.24%
+$75,173.67 
PRU Prudential Financial, Inc.
+0.24%
+$2,076.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$55,398.64 
FDX FedEx Corporation
+0.2%
+$4,051.77 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$3,491.4 
PFE Pfizer Inc.
+0.04%
+$257.35 
DXJ WisdomTree Japan Hedged Equity Fund
+0.03%
+$139 
IR Ingersoll Rand Inc.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.34 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 AZN
AZN
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$54,432.3 
CEG Constellation Energy Corporation
-7.09%
-$310,691.28 
AMAT Applied Materials, Inc.
-7.07%
-$2.57M 
KLAC KLA Corporation
-6.39%
-$393,277.5 
XSD SPDR S&P Semiconductor ETF
-6.18%
-$80,989.33 
ANET Arista Networks, Inc.
-5.89%
-$160,288.8 
INTC Intel Corporation
-5.63%
-$36,928.6 
SMH VanEck Semiconductor ETF
-4.89%
-$477,705.22 
AVGO Broadcom Inc.
-4.77%
-$1.53M 
AMD Advanced Micro Devices, Inc.
-4.4%
-$35,170.56 
CAT Caterpillar Inc.
-4.27%
-$492,514.24 
TT Trane Technologies plc
-3.75%
-$160,256.3 
ORCL Oracle Corporation
-3.72%
-$47,039.85 
NVDA NVIDIA Corporation
-3.35%
-$191,278.92 
NUKZ Range Nuclear Renaissance ETF
-3.01%
-$10,306.71 
CMI Cummins Inc.
-2.83%
-$10,903.98 
EMR Emerson Electric Co.
-2.56%
-$42,810.3 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$7,203.91 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$25,958.8 
TXN Texas Instruments Inc
-1.99%
-$42,281.13 
XNTK SPDR NYSE Technology ETF
-1.94%
-$5,243.01 
KBWB Invesco KBW Bank ETF
-1.89%
-$5,124 
CSCO Cisco Systems, Inc.
-1.84%
-$38,936.06 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$9,213.67 
MMM 3M Company
-1.78%
-$15,361.5 
TSLA Tesla, Inc.
-1.77%
-$82,401.92 
ETR Entergy Corporation
-1.61%
-$5,763 
VGT Vanguard Information Technology ETF
-1.57%
-$100,320 
IAUM iShares Gold Trust Micro
-1.51%
-$4,087.2 
IREN IREN Limited
-1.51%
-$3,776.52 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.47%
-$3,853.2 
GLDM SPDR Gold MiniShares Trust
-1.47%
-$19,725.3 
RYT Invesco S&P 500 Equal Weight ETF
-1.33%
-$186,598.5 
VEU Vanguard FTSE All-World ex-US ETF
-1.29%
-$41,420.5 
BLK BlackRock, Inc.
-1.28%
-$53,176.86 
CMCSA Comcast Corp
-1.27%
-$2,287.65 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$5,624.3 
AMZN Amazon.com Inc
-1.25%
-$549,038.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$3,247.11 
RTX RTX Corporation
-1.17%
-$22,434.3 
VDE Vanguard Energy ETF
-1.17%
-$15,576.75 
EXC Exelon Corporation
-1.02%
-$10,020.56 
SCHV Schwab U.S. Large-Cap Value ETF
-0.97%
-$2,298.43 
PSX Phillips 66
-0.94%
-$12,768.52 
XLE Energy Select Sector SPDR Fund
-0.92%
-$3,960 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$7,493.85 
CVX Chevron Corporation
-0.89%
-$14,750.4 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$63,433.26 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$36,289.05 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$9,148.5 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$35,743.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.72%
-$39,128.28 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$16,154 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.56%
-$3,149.32 
XOM Exxon Mobil Corporation
-0.55%
-$10,560.79 
VO Vanguard Mid-Cap ETF
-0.52%
-$2,299.91 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$2,097.06 
VTV Vanguard Value ETF
-0.49%
-$2,018.5 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$2,502.22 
HON Honeywell International Inc.
-0.47%
-$1,979.04 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$1,918.77 
VOO Vanguard S&P 500 ETF
-0.46%
-$7,533.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$224,161.42 
AMT American Tower Corporation
-0.44%
-$15,385.5 
SRE Sempra
-0.42%
-$11,240.6 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$61,737.36 
GPC Genuine Parts Company
-0.37%
-$1,103.85 
VUG Vanguard Growth ETF
-0.36%
-$4,412.12 
BP BP p.l.c. Sponsored ADR
-0.36%
-$1,538.94 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$8,588.55 
GPIX S&P 500 Core Premium Income Fund
-0.32%
-$5,342.4 
DUK Duke Energy Corporation
-0.32%
-$931 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$2,469.18 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.29%
-$2,468.2 
VYMI Vanguard International High Dividend Yield Index Fund
-0.25%
-$18,951.4 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$11,038.56 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.22%
-$9,968.7 
BX Blackstone Inc.
-0.16%
-$1,964 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.14%
-$305 
MDLZ Mondelez International, Inc.
-0.08%
-$868.55 
BA Boeing Company
-0.08%
-$11,317.6 
CSX CSX Corporation
-0.04%
-$277.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.02%
-$210.25 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,588.18 Events
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Dividends
Dividend Analysis
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| Trades 3999 | Longs Won 3018/3999 75% | Profit Factor 17.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $981,902.32 |
| Average Win $188,503.09 | Best Trade (Sep 03) $39.21M | Sharpe Ratio -19.32 |
| Average Loss -$32,293.72 | Worst Trade (Sep 11) -$3.61M | Z-Score 6.91 (100%) |
| Commissions $0 | Avg. Trade Length 4y 1m 1w 4d | Expectancy $134,339.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 92,807 | $3.15M | $30.91M | - | $27.76M | 881.44% | +0.244% |
| ABBV AbbVie Inc. | 26,730 | $3.98M | $7M | - | $3.01M | 75.57% | +1.781% |
| ABT Abbott Laboratories | 16,350 | $1.58M | $1.69M | - | $102,024 | 6.44% | +1.118% |
| ACN Accenture plc Class A | 922 | $283,155.42 | $179,813.05 | - | -$103,342.37 | -36.5% | +6.049% |
| ADP Automatic Data Processing Inc. | 24,544 | $2.08M | $6.79M | - | $4.71M | 225.86% | +3.129% |
| AIQ Global X Artificial Intelligence & Technology ETF | 71,155 | $3.51M | $4.52M | - | $1.01M | 28.79% | -0.797% |
| ALLE Allegion plc | 2,441 | $170,942.72 | $379,453.45 | - | $208,510.73 | 121.98% | +1.369% |
| AMAT Applied Materials, Inc. | 79,668 | $1.75M | $33.8M | - | $32.05M | 1,834.67% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 1,548 | $219,661.2 | $763,798.68 | - | $544,137.48 | 247.72% | -4.402% |
| AMGN Amgen Inc. | 3,351 | $605,317.67 | $1.28M | - | $673,390.42 | 111.25% | +1.124% |
| AMT American Tower Corporation | 19,725 | $1.95M | $3.49M | - | $1.55M | 79.5% | -0.439% |
| AMTM Amentum Holdings, Inc. | 7,864 | $228,056 | $155,235.36 | - | -$72,820.64 | -31.93% | +1.439% |
| AMZN Amazon.com Inc | 171,040 | $12.4M | $43.37M | - | $30.98M | 249.9% | -1.25% |
| ANET Arista Networks, Inc. | 13,630 | $1.87M | $2.56M | - | $689,774 | 36.88% | -5.892% |
| ASML ASML Holding N.V. New York Registry Shares | 442 | $192,239.5 | $696,216.3 | - | $503,976.8 | 262.16% | -7.251% |
| AVGO Broadcom Inc. | 88,763 | $14.37M | $30.6M | - | $16.23M | 112.96% | -4.771% |
| AZN AZN | 4,557 | $250.56 | $418.93 | - | $168.37 | 67.2% | 0.0 |
| BA Boeing Company | 70,735 | $18.05M | $14.87M | - | -$3.18M | -17.6% | -0.076% |
| BDX Becton, Dickinson and Company | 16,239.62 | $2.29M | $2.97M | - | $684,472.56 | 29.95% | +2.839% |
| BLK BlackRock, Inc. | 3,852 | $3.95M | $4.11M | - | $156,911.22 | 3.97% | -1.279% |
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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 - $26.98M, Microsoft Corp - $12.57M, Boeing Company - $7.93M, Amazon.com Inc - $7.51M, and VANGUARD TOTAL STOCK MKT ETF - $7.4M. 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 - $903,725.78, ARK Genomic Revolution ETF - $696,503, Ark Fintech Innovation ETF - $660,247.95, CVS Health Corporation - $516,799.46, and The 3D Printing ETF - $501,137.05. 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 $70.4M earned over time. The largest contributors to dividend income include Microsoft Corp - $3.77M, Boeing Company - $3.66M, VANGUARD TOTAL STOCK MKT ETF - $3.24M, Procter & Gamble Co - $2.16M, and JPMorgan Ultra-Short Income ETF - $2.01M. 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.
