JRM
Joanie R. Morioka Portfolio
Invests via Kondo Wealth Advisors Inc. | Managed by Akemi Kondo Dalvi, Joanie R. Morioka
Invests via Kondo Wealth Advisors Inc.
Managed by Akemi Kondo Dalvi, Joanie R. Morioka
Automatically Tracked
Strategic investor and governance professional active in public and private markets, with focus on corporate governance, M&A and operational turnarounds across growth and middle-market companies. Joanie R. Morioka brings board-level experience, capital allocation insight and investor relations acumen to portfolio work, often advising on restructuring, shareholder engagement and strategic transactions. Known for pragmatic deal execution and emphasis on long-term value creation for equity stakeholders.
Strategic investor and governance professional active in public and private markets, with focus on corporate governance, M&A and operational turnarounds across growth and middle-market companies. Joanie R. Morioka brings board-level experience, capital allocation insight and investor relations acumen to portfolio work, often advising on restructuring, shareholder engagement and strategic transactions. Known for pragmatic deal execution and emphasis on long-term value creation for equity stakeholders.
Investment Philosophy & Strategy
Brings a governance-first, value-oriented investment approach focused on public and private middle-market opportunities where board-level intervention and operational restructuring can unlock equity value. Prioritizes deep due diligence, disciplined capital allocation and strategic M&A to drive sustainable earnings improvement over multi-year horizons. Emphasizes shareholder engagement, pragmatic deal execution and measurable KPI-driven turnarounds, favoring sectors with clear paths to operational leverage and margin expansion while managing downside via governance controls.
Brings a governance-first, value-oriented investment approach focused on public and private middle-market opportunities where board-level intervention and operational restructuring can unlock equity value. Prioritizes deep due diligence, disciplined capital allocation and strategic M&A to drive sustainable earnings improvement over multi-year horizons. Emphasizes shareholder engagement, pragmatic deal execution and measurable KPI-driven turnarounds, favoring sectors with clear paths to operational leverage and margin expansion while managing downside via governance controls.
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:
33.22%
Gain +0.11%
Monthly
1.44%
Yearly
18.79%
Drawdown
13.79%
$304.81M
Equity
Holdings
$304.81M
Investment
$241.71M
$64.32M
Profit +$283,649.61
Realized
$1.22M
Unrealized
$63.11M
Dividends
$8.74M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$283,649.61
Win %
72%
This Week
Compared To Last Week
Gain
0.09%
Profit
$283,649.61
Win %
72%
This Month
Compared to last month
Gain
2.26%
Profit
$6.73M
Win %
72%
This Year
Compared to last year
Gain
1.98%
Profit
$5.91M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$206,630.1 
GOOG Alphabet Inc
+6.88%
+$50,166.48 
GOOGL Alphabet Inc
+6.73%
+$50,669.85 
META Meta Platforms Inc Class A
+3.28%
+$15,505.35 
MSFT Microsoft Corp.
+3.02%
+$40,846.35 
NVDA NVIDIA Corporation
+2.93%
+$58,624.64 
CSCO Cisco Systems, Inc.
+2.14%
+$6,395.76 
VZ Verizon Communications Inc.
+1.52%
+$4,709.6 
CVNA Carvana Co.
+1.5%
+$41,393.56 
GE General Electric Company
+1.42%
+$2,912.37 
KLAC KLA Corporation
+1.38%
+$2,519.89 
WFC Wells Fargo & Company
+1.19%
+$4,453.32 
TSLA Tesla, Inc.
+0.76%
+$3,698.09 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,905.85 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,178.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,935.6 
CAT Caterpillar Inc.
+0.7%
+$4,314.86 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$59,725.23 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,674.88 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,191.36 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$8,502.31 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.62%
+$3,190.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$314,628.88 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,293.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,712.84 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,753.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$74,321.44 
AVGO Broadcom Inc.
+0.37%
+$2,553.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,339.88 
BAC Bank of America Corporation
+0.36%
+$995.06 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$5,948.1 
JPM JPMorgan Chase & Co.
+0.27%
+$1,964.6 
CATY Cathay General Bancorp
+0.25%
+$8,077.17 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$16,854.72 
JNJ Johnson & Johnson
+0.21%
+$504.56 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$636.5 
WMT Walmart Inc.
+0.09%
+$224.3 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$12,467.36 
DIS The Walt Disney Company
+0.03%
+$202.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$322,952.92 
MU Micron Technology, Inc.
-5.9%
-$19,980.79 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,610.77 
LRCX Lam Research Corporation
-1.58%
-$2,209.01 
INTC Intel Corporation
-1.02%
-$1,514.97 
UPS United Parcel Service, Inc.
-1%
-$8,929.2 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,996.7 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$7,030.62 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$3,268.28 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$190,736.04 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,390.24 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,432.05 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,516.32 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$1,422.74 
LLY Eli Lilly and Company
-0.53%
-$1,648.97 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,252.9 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$126,313 
IWM iShares Russell 2000 ETF
-0.47%
-$2,994.04 
DFIV Dimensional International Value ETF
-0.47%
-$42,367.59 
HD The Home Depot, Inc.
-0.42%
-$842.35 
DWM WisdomTree International Equity Fund
-0.29%
-$3,390.64 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$2,262.2 
COST Costco Wholesale Corporation
-0.24%
-$975.83 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,758.75 
CVIE Calvert International Responsible Index ETF
-0.18%
-$1,213.89 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$9,190.79 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$49,647.9 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$2,441.78 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$460.68 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$1,425.06 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,102.2 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$9,811.05 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$287.77 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 437 | Longs Won 313/437 71% | Profit Factor 41.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $880,643.55 |
| Average Win $210,596.07 | Best Trade (Aug 14) $11.2M | Sharpe Ratio -9.83 |
| Average Loss -$12,849.29 | Worst Trade (Aug 19) -$255,231.06 | Z-Score 9.06 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $147,192.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,171 | $3.27M | $4.07M | - | $797,183.12 | 24.37% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 499 | $289,874 | $237,598.85 | - | -$52,275.15 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 5,727 | $1.25M | $1.56M | - | $307,779.52 | 24.67% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 252,626 | $17.06M | $26.43M | - | $9.38M | 54.96% | -0.476% |
| AVGO Broadcom Inc. | 1,773 | $448,878.36 | $690,193.44 | - | $241,315.08 | 53.76% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 311,684 | $30.17M | $39.05M | - | $8.87M | 29.41% | +0.032% |
| AZN AstraZeneca PLC American Depositary Shares | 2,351 | $463,663.78 | $398,823.64 | - | -$64,840.14 | -13.98% | -0.992% |
| BAC Bank of America Corporation | 4,523 | $206,969.92 | $280,199.85 | - | $73,229.93 | 35.38% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,725 | $878,382.04 | $885,706.5 | - | $7,324.46 | 0.83% | -0.198% |
| BRK-B Berkshire Hathaway Inc. | 1,258 | $584,574.7 | $643,517.32 | - | $58,942.62 | 10.08% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 18,370 | $1.42M | $1.43M | - | $4,678.35 | 0.33% | -0.077% |
| CAT Caterpillar Inc. | 761 | $283,025.04 | $620,070.41 | - | $337,045.37 | 119.09% | +0.701% |
| CATY Cathay General Bancorp | 50,482 | $2.4M | $3.19M | - | $786,495.01 | 32.72% | +0.254% |
| COST Costco Wholesale Corporation | 428 | $400,937.24 | $407,408.92 | - | $6,471.68 | 1.61% | -0.239% |
| CSCO Cisco Systems, Inc. | 2,632 | $204,883.38 | $305,285.68 | - | $100,402.3 | 49% | +2.14% |
| CVIE Calvert International Responsible Index ETF | 8,039 | $443,541.62 | $664,069.63 | - | $220,528.01 | 49.72% | -0.182% |
| CVLC Calvert US Large Cap Core Responsible Index Fund | 5,501 | $403,449.44 | $516,708.93 | - | $113,259.49 | 28.07% | +0.621% |
| CVNA Carvana Co. | 44,993 | $2.6M | $2.81M | - | $205,026.07 | 7.88% | +1.497% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 6,365 | $257,940.35 | $341,800.5 | - | $83,860.15 | 32.51% | +0.187% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 22,622 | $776,224.53 | $918,905.64 | - | $142,681.11 | 18.38% | -0.246% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Joanie R. Morioka?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Treasury Fund - $1.48M, Avantis International Small Cap Value ETF - $1.34M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.08M, Dimensional Short-Duration Fixed Income ETF - $838,106.29, and Dimensional International Value ETF - $732,503.67. 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: Exxon Mobil Corporation - $44,482.5, Chevron Corporation - $21,460.79, iShares Russell 1000 Growth ETF - $19,529.01, Procter & Gamble Co - $13,206.2, and Lowe's Companies Inc - $12,984.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joanie R. Morioka's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.74M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.48M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.08M, Avantis International Small Cap Value ETF - $1.08M, Dimensional Short-Duration Fixed Income ETF - $838,106.29, and iShares Core S&P Total U.S. Stock Market ETF - $705,607.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joanie R. Morioka's monthly returns?
Joanie R. Morioka's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Joanie R. Morioka's strategy be considered aggressive or moderate?
Joanie R. Morioka'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 Joanie R. Morioka's strategy?
Joanie R. Morioka'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.
