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:
29.53%
Gain +0.45%
Monthly
1.21%
Yearly
15.56%
Drawdown
13.79%
$297.75M
Equity
Holdings
$297.75M
Investment
$241.71M
$57.26M
Profit +$1.1M
Realized
$1.22M
Unrealized
$56.05M
Dividends
$10.04M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$1.1M
Win %
68%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.55M
Win %
68%
This Month
Compared to last month
Gain
0.26%
Profit
$767,693.35
Win %
68%
This Year
Compared to last year
Gain
-0.38%
Profit
-$1.15M
Win %
69%
MRSH Marsh & McLennan Companies, Inc.
+5.45%
+$37,548.36 
CVNA Carvana Co.
+4.88%
+$127,330.19 
LLY Eli Lilly and Company
+4.56%
+$14,838.04 
HD The Home Depot, Inc.
+3.69%
+$6,608.42 
AZN AstraZeneca PLC American Depositary Shares
+3.31%
+$12,601.36 
WFC Wells Fargo & Company
+2.53%
+$8,950.3 
DIS The Walt Disney Company
+2.07%
+$15,216.74 
WMT Walmart Inc.
+1.91%
+$4,979.46 
UPS United Parcel Service, Inc.
+1.57%
+$12,756 
CATY Cathay General Bancorp
+1.3%
+$38,871.19 
MSFT Microsoft Corp.
+1.24%
+$19,793.4 
BAC Bank of America Corporation
+1.16%
+$2,691.18 
DFSV Dimensional US Small Cap Value ETF
+1.07%
+$3,860.05 
DFAT Dimensional US Targeted Value ETF
+1.03%
+$15,427.61 
DFAS Dimensional U.S. Small Cap ETF
+0.98%
+$49,892.48 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.97%
+$8,370.14 
IJR iShares Core S&P Small-Cap ETF
+0.96%
+$9,318.82 
GE General Electric Company
+0.88%
+$1,569.1 
IWM iShares Russell 2000 ETF
+0.87%
+$5,061.9 
AVUV Avantis U.S. Small Cap Value ETF
+0.81%
+$299,216.64 
GOOGL Alphabet Inc
+0.78%
+$6,111.03 
IWD iShares Russell 1000 Value ETF
+0.76%
+$3,033.6 
GOOG Alphabet Inc
+0.75%
+$5,623.82 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.73%
+$1,738.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.72%
+$4,126.98 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.72%
+$2,801.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.67%
+$170,506.46 
DFIV Dimensional International Value ETF
+0.66%
+$58,059.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$5,452.12 
META Meta Platforms Inc Class A
+0.63%
+$4,086.84 
VZ Verizon Communications Inc.
+0.63%
+$1,883.84 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$4,150.65 
GS The Goldman Sachs Group, Inc.
+0.58%
+$1,189.9 
DFUV Dimensional US Marketwide Value ETF
+0.56%
+$44,243.64 
SCHP Schwab U.S. TIPS ETF
+0.55%
+$2,149.84 
DFAI Dimensional International Core Equity Market ETF
+0.55%
+$1,158.53 
COST Costco Wholesale Corporation
+0.54%
+$2,272.68 
DWM WisdomTree International Equity Fund
+0.53%
+$5,947.49 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.52%
+$11,455.6 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.48%
+$136,531.73 
DISV Dimensional International Small Cap Equity Fund
+0.48%
+$1,167.47 
RWO SPDR Dow Jones Global Real Estate ETF
+0.45%
+$1,030.26 
AAPL Apple Inc.
+0.4%
+$18,044.4 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$2,616.63 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.31%
+$1,082.05 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.29%
+$157,312.8 
SCHX Schwab U.S. Large-Cap ETF
+0.28%
+$3,803.66 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.27%
+$4,631.44 
JNJ Johnson & Johnson
+0.26%
+$623.56 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$1,392.94 
IVV iShares Core S&P 500 ETF
+0.24%
+$2,788.1 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$34,338.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$22,985.97 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$2,847.35 
AMZN Amazon.com Inc
+0.2%
+$2,920.76 
DFUS Dimensional U.S. Equity Market ETF
+0.18%
+$15,997.8 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.16%
+$852.65 
CVIE Calvert International Responsible Index ETF
+0.05%
+$317.54 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-4.3%
-$5,799.8 
INTC Intel Corporation
-3.73%
-$5,970.28 
CSCO Cisco Systems, Inc.
-3.39%
-$10,133.2 
KLAC KLA Corporation
-3.17%
-$5,732.98 
AMD Advanced Micro Devices, Inc.
-3.05%
-$8,692.58 
CAT Caterpillar Inc.
-2.67%
-$15,242.81 
AVGO Broadcom Inc.
-1.85%
-$11,382.66 
TSLA Tesla, Inc.
-1.54%
-$8,837.88 
NVDA NVIDIA Corporation
-1.36%
-$30,852.33 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.94%
-$169,545.79 
IEMG iShares Core MSCI Emerging Markets ETF
-0.93%
-$10,661.65 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$2,520.49 
JPM JPMorgan Chase & Co.
-0.25%
-$1,755.6 
AVDV Avantis International Small Cap Value ETF
-0.2%
-$55,577.72 
IWF iShares Russell 1000 Growth ETF
-0.19%
-$783.6 
MU Micron Technology, Inc.
-0.06%
-$197.37 Events
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Dividends
Dividend Analysis
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| Trades 437 | Longs Won 303/437 69% | Profit Factor 23.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $810,869.5 |
| Average Win $197,258.92 | Best Trade (Oct 15) $10.44M | Sharpe Ratio -11.58 |
| Average Loss -$18,713.53 | Worst Trade (Oct 14) -$443,457.1 | Z-Score 7.51 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $131,033.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,171 | $3.27M | $4.54M | - | $1.26M | 38.63% | +0.399% |
| AMD Advanced Micro Devices, Inc. | 499 | $289,874 | $276,146.6 | - | -$13,727.4 | -4.74% | -3.052% |
| AMZN Amazon.com Inc | 5,727 | $1.25M | $1.46M | - | $210,477.85 | 16.87% | +0.201% |
| AVDV Avantis International Small Cap Value ETF | 252,626 | $17.06M | $27.05M | - | $9.99M | 58.55% | -0.205% |
| AVGO Broadcom Inc. | 1,773 | $448,878.36 | $602,518.59 | - | $153,640.23 | 34.23% | -1.854% |
| AVUV Avantis U.S. Small Cap Value ETF | 311,684 | $30.17M | $37.45M | - | $7.27M | 24.11% | +0.805% |
| AZN AstraZeneca PLC American Depositary Shares | 2,351 | $463,663.78 | $393,533.89 | - | -$70,129.89 | -15.13% | +3.308% |
| BAC Bank of America Corporation | 4,523 | $206,969.92 | $235,128.15 | - | $28,158.23 | 13.6% | +1.158% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,725 | $878,382.04 | $862,197.87 | - | -$16,184.17 | -1.84% | +0.636% |
| BRK-B Berkshire Hathaway Inc. | 1,258 | $584,574.7 | $664,764.93 | - | $80,190.23 | 13.72% | +0.395% |
| BSV Vanguard Short-Term Bond ETF | 18,370 | $1.42M | $1.41M | - | -$13,967.2 | -0.98% | +0.203% |
| CAT Caterpillar Inc. | 761 | $283,025.04 | $554,730.95 | - | $271,705.91 | 96% | -2.674% |
| CATY Cathay General Bancorp | 50,482 | $2.4M | $3.02M | - | $616,370.67 | 25.65% | +1.304% |
| COST Costco Wholesale Corporation | 428 | $400,937.24 | $422,568.68 | - | $21,631.44 | 5.4% | +0.541% |
| CSCO Cisco Systems, Inc. | 2,632 | $204,883.38 | $288,967.28 | - | $84,083.9 | 41.04% | -3.388% |
| CVIE Calvert International Responsible Index ETF | 8,039 | $443,541.62 | $651,802.12 | - | $208,260.5 | 46.95% | +0.049% |
| CVLC Calvert US Large Cap Core Responsible Index Fund | 5,501 | $403,449.44 | $522,457.47 | - | $119,008.03 | 29.5% | +0.163% |
| CVNA Carvana Co. | 44,993 | $2.6M | $2.74M | - | $134,387.06 | 5.17% | +4.883% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 6,365 | $257,940.35 | $351,157.05 | - | $93,216.7 | 36.14% | +0.309% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 22,622 | $776,224.53 | $868,911.02 | - | $92,686.49 | 11.94% | +0.973% |
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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 - $1.67M, Avantis International Small Cap Value ETF - $1.47M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.08M, Dimensional Short-Duration Fixed Income ETF - $942,011.85, and iShares Core S&P Total U.S. Stock Market ETF - $853,962.96. 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 - $19,173.32, 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 $10.04M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.67M, Avantis International Small Cap Value ETF - $1.22M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.08M, Dimensional Short-Duration Fixed Income ETF - $942,011.85, and iShares Core S&P Total U.S. Stock Market ETF - $853,962.96. 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.
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