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:
0.55%
Gain
Monthly
0.03%
Yearly
0.35%
Drawdown
23.34%
$288.71M
Equity
Holdings
$288.71M
Investment
$231.97M
$57.83M
Profit -$1.48M
Realized
$1.09M
Unrealized
$56.74M
Dividends
$8.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.48M
Win %
76%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$894,447.39
Win %
76%
This Month
Compared to last month
Gain
-0.2%
Profit
-$574,562.44
Win %
76%
This Year
Compared to last year
Gain
8.7%
Profit
$23.12M
Win %
77%
CSCO Cisco Systems, Inc.
+2.54%
+$7,195.41 
CAT Caterpillar Inc.
+1.65%
+$10,880.22 
XOM Exxon Mobil Corporation
+1.63%
+$3,317.72 
JNJ Johnson & Johnson
+1.38%
+$3,170.55 
CVX Chevron Corporation
+1.26%
+$2,579.83 
LLY Eli Lilly and Company
+0.74%
+$2,218.81 
JPM JPMorgan Chase & Co.
+0.5%
+$3,515.73 
RWO SPDR Dow Jones Global Real Estate ETF
+0.49%
+$1,233.75 
VZ Verizon Communications Inc.
+0.33%
+$914.95 
BAC Bank of America Corporation
+0.27%
+$1,176.12 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$1,573.8 
SCHP Schwab U.S. TIPS ETF
+0.23%
+$872.5 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$10,721.33 
WFC Wells Fargo & Company
+0.14%
+$521.28 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$10,659.53 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$759.91 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$16,940.71 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$446.02 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$406.83 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$1,550.52 
META Meta Platforms Inc Class A
-4.67%
-$29,994.3 
MSFT Microsoft Corp.
-2.29%
-$25,905.96 
GOOG Alphabet Inc
-2.27%
-$17,106.64 
GOOGL Alphabet Inc
-2.27%
-$17,119.98 
DIS The Walt Disney Company
-2.05%
-$13,865.88 
TSLA Tesla, Inc.
-1.87%
-$10,942.7 
MA Mastercard Incorporated
-1.75%
-$4,138.76 
CATY Cathay General Bancorp
-1.64%
-$52,752.64 
LOW Lowe's Companies Inc.
-1.54%
-$2,923.74 
AVDV Avantis International Small Cap Value ETF
-1.16%
-$299,427.35 
NVDA NVIDIA Corporation
-1.11%
-$22,751.19 
HD The Home Depot, Inc.
-1.09%
-$2,353.59 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.07%
-$188,090.78 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$3,623.04 
AAPL Apple Inc.
-0.88%
-$38,354.71 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$5,357.62 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$9,491.82 
COST Costco Wholesale Corporation
-0.81%
-$3,311 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.79%
-$7,369.05 
DFSV Dimensional US Small Cap Value ETF
-0.78%
-$2,950.58 
AMZN Amazon.com Inc
-0.75%
-$10,682.16 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.74%
-$5,614.87 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.73%
-$2,492.88 
CVNA Carvana Co.
-0.69%
-$9,143.4 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.67%
-$2,696.85 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$7,052.08 
DFAT Dimensional US Targeted Value ETF
-0.65%
-$10,163.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.65%
-$3,644.37 
DISV Dimensional International Small Cap Equity Fund
-0.63%
-$1,472.9 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$8,278.57 
DFAS Dimensional U.S. Small Cap ETF
-0.61%
-$32,970 
IVV iShares Core S&P 500 ETF
-0.61%
-$6,881.57 
AVUV Avantis U.S. Small Cap Value ETF
-0.59%
-$226,559.14 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$50,878.68 
CVIE Calvert International Responsible Index ETF
-0.58%
-$4,497.18 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$3,198.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$298,607.92 
MRSH Marsh & McLennan Companies, Inc.
-0.44%
-$3,116.8 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$2,954.7 
DWM WisdomTree International Equity Fund
-0.4%
-$4,604.14 
UPS United Parcel Service, Inc.
-0.37%
-$3,732.52 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.37%
-$91,509.99 
IWM iShares Russell 2000 ETF
-0.33%
-$2,133.48 
IWD iShares Russell 1000 Value ETF
-0.3%
-$1,204.66 
WMT Walmart Inc.
-0.28%
-$712.32 
AVGO Broadcom Inc.
-0.25%
-$1,626.4 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.22%
-$4,822.66 
AZN AstraZeneca PLC American Depositary Shares
-0.17%
-$682.08 
DFIV Dimensional International Value ETF
-0.07%
-$6,404.16 Events
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Dividends
Dividend Analysis
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| Trades 366 | Longs Won 273/366 74% | Profit Factor 59.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $844,080.75 |
| Average Win $215,422.27 | Best Trade (Jul 14) $9.65M | Sharpe Ratio -10.88 |
| Average Loss -$10,560.38 | Worst Trade (Jul 10) -$187,826.91 | Z-Score 10.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $158,000.45 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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