Jeffrey Jones Portfolio
Invests via Cypress Financial Planning LLC | Managed by Evan Powers, Kurt Ruoff, Jeffrey Jones
Invests via Cypress Financial Planning LLC
Managed by Evan Powers, Kurt Ruoff, Jeffrey Jones
Automatically Tracked
Jeffrey Jones Profile
With a robust background in corporate finance and strategic advisory, Jeffrey Jones has carved a niche as a transformative leader in the investment landscape. His extensive experience encompasses pivotal roles where he successfully guided businesses through complex financial restructuring and growth phases. At the helm of various companies, he has demonstrated an adeptness for enhancing operational efficiencies while fostering sustainable revenue streams. With insights honed from years of hands-on involvement across diverse sectors, his influence extends beyond mere transactions; he plays an integral role in shaping executive decision-making processes that drive long-term value creation.
With a robust background in corporate finance and strategic advisory, Jeffrey Jones has carved a niche as a transformative leader in the investment landscape. His extensive experience encompasses pivotal roles where he successfully guided businesses through complex financial restructuring and growth phases. At the helm of various companies, he has demonstrated an adeptness for enhancing operational efficiencies while fostering sustainable revenue streams. With insights honed from years of hands-on involvement across diverse sectors, his influence extends beyond mere transactions; he plays an integral role in shaping executive decision-making processes that drive long-term value creation.
Investment Philosophy & Strategy
In the competitive investment arena, Jeffrey Jones leverages his deep operational expertise to identify transformative opportunities. He focuses on deploying capital in a manner that not only drives short-term performance but also builds enduring business models for the future. His approach prioritizes strategic thinking and innovation, aligning closely with industry dynamics to capture value where others may overlook it. With a background steeped in financial restructuring, he consistently seeks out pathways for growth while ensuring robust governance structures are in place. This multifaceted outlook allows him to navigate complexities effectively, positioning investments for both resilience and scalability.
In the competitive investment arena, Jeffrey Jones leverages his deep operational expertise to identify transformative opportunities. He focuses on deploying capital in a manner that not only drives short-term performance but also builds enduring business models for the future. His approach prioritizes strategic thinking and innovation, aligning closely with industry dynamics to capture value where others may overlook it. With a background steeped in financial restructuring, he consistently seeks out pathways for growth while ensuring robust governance structures are in place. This multifaceted outlook allows him to navigate complexities effectively, positioning investments for both resilience and scalability.
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:
51.17%
Gain -0.87%
Monthly
0.86%
Yearly
10.76%
Drawdown
15.37%
$399.08M
Equity
Holdings
$399.08M
Investment
$334.56M
$79.09M
Profit -$2.18M
Realized
$14.57M
Unrealized
$64.52M
Dividends
$29.62M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$2.18M
Win %
70%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$2.18M
Win %
70%
This Month
Compared to last month
Gain
-1.03%
Profit
-$4.14M
Win %
70%
This Year
Compared to last year
Gain
-1.67%
Profit
-$6.78M
Win %
73%
TSLA Tesla, Inc.
+5.09%
+$13,836.69 
QCOM QUALCOMM Incorporated
+3.34%
+$13,131.44 
AVGO Broadcom Inc.
+3.24%
+$7,412.57 
NVDA NVIDIA Corporation
+2.47%
+$23,056.98 
JCI Johnson Controls International plc
+2.15%
+$16,788.18 
GOOG Alphabet Inc
+1.96%
+$14,206.97 
SHOP Shopify Inc.
+1.78%
+$5,889.25 
AMT American Tower Corporation
+1.76%
+$6,525.98 
MS Morgan Stanley
+1.57%
+$140,817.83 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.56%
+$4,034.63 
IJR iShares Core S&P Small-Cap ETF
+1.55%
+$35,279.19 
VBK Vanguard Small-Cap Growth ETF
+1.51%
+$4,301.22 
IWF iShares Russell 1000 Growth ETF
+1.47%
+$13,149.8 
VXF Vanguard Extended Market ETF
+1.41%
+$396,529.07 
DFEV Dimensional Emerging Markets Value ETF
+1.4%
+$5,265.75 
IWM iShares Russell 2000 ETF
+1.4%
+$7,601.06 
IJS iShares S&P Small-Cap 600 Value ETF
+1.35%
+$8,342.84 
VUG Vanguard Growth ETF
+1.33%
+$27,579.6 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$33,105.9 
AMZN Amazon.com Inc
+1.3%
+$21,760.51 
VB Vanguard Small-Cap ETF
+1.3%
+$6,939.68 
IEMG iShares Core MSCI Emerging Markets ETF
+1.29%
+$64,050 
SCHF Schwab International Equity ETF
+1.27%
+$2,761.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.25%
+$429,072 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$7,850.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.17%
+$42,805.98 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$2,690.94 
EFA iShares MSCI EAFE ETF
+1.1%
+$9,612.91 
INOV Innovator International Developed Power Buffer ETF – November
+1.1%
+$3,747.99 
IEFA iShares Core MSCI EAFE ETF
+1.07%
+$125,985.82 
VGK Vanguard FTSE Europe ETF
+1.03%
+$11,312.95 
AVUV Avantis U.S. Small Cap Value ETF
+1.02%
+$9,515.88 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.01%
+$3,433.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$16,045.41 
IDEC Innovator International Developed Power Buffer ETF – December Series
+0.97%
+$4,702.29 
SCHX Schwab U.S. Large-Cap ETF
+0.93%
+$7,389.48 
IVV iShares Core S&P 500 ETF
+0.93%
+$391,832.1 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$78,112.9 
IJAN Innovator International Developed Power Buffer ETF - January
+0.89%
+$2,429.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.89%
+$5,920.8 
VNQ Vanguard Real Estate ETF
+0.89%
+$156,034.48 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$7,348.73 
VOO Vanguard S&P 500 ETF
+0.88%
+$5,205.22 
IYR iShares U.S. Real Estate ETF
+0.85%
+$2,790.93 
SCHH Schwab U.S. REIT ETF
+0.85%
+$2,266.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.82%
+$94,163.43 
IFEB Innovator International Developed Power Buffer ETF - February
+0.82%
+$2,066.78 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.8%
+$3,287.82 
AAPL Apple Inc.
+0.8%
+$27,783.25 
IJUL Innovator International Developed Power Buffer ETF
+0.74%
+$3,582.07 
IJUN Innovator International Developed Power Buffer ETF - June
+0.74%
+$2,025.38 
ISEP Innovator International Developed Power Buffer ETF – September
+0.68%
+$2,408.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.63%
+$22,650.18 
VIG Vanguard Dividend Appreciation ETF
+0.62%
+$54,234.62 
MSFT Microsoft Corp.
+0.59%
+$4,138.21 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.55%
+$1,464.58 
IWD iShares Russell 1000 Value ETF
+0.54%
+$1,140.74 
COF Capital One Financial Corporation
+0.54%
+$23,722.54 
IOCT Innovator International Developed Power Buffer ETF – October
+0.52%
+$2,179.32 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.51%
+$1,088.1 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.5%
+$3,058.29 
UNH UnitedHealth Group Incorporated
+0.47%
+$1,513.34 
DGRO iShares Core Dividend Growth ETF
+0.45%
+$90,793.94 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.41%
+$3,675.35 
VTEB Vanguard Tax-Exempt Bond ETF
+0.38%
+$2,353.14 
XYLD Global X S&P 500 Covered Call ETF
+0.37%
+$772.83 
MUB iShares National Muni Bond ETF
+0.35%
+$4,973.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.34%
+$727.23 
VTV Vanguard Value ETF
+0.27%
+$2,362.36 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.27%
+$565.6 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$4,583.04 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.23%
+$606.38 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.23%
+$2,528.24 
PG Procter & Gamble Co
+0.17%
+$422.16 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.16%
+$1,360.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$33,902.96 
LLY Eli Lilly and Company
+0.07%
+$138.58 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$913.65 
DGCB Dimensional Global Credit Fund
+0.05%
+$599.97 
APRP PGIM U.S. Large-Cap Buffered 12 ETF April
+0.03%
+$87.14 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.02%
+$85.44 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.01%
+$70.97 
EA Electronic Arts Inc.
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
USEW Cambria US EW ETF
0%
$0 PBNV
PBNV
0%
$0 MRCP
MRCP
0%
$0 DECP
DECP
0%
$0 
IBM International Business Machines Corporation
-1.35%
-$3,410.88 
BURL Burlington Stores Inc.
-0.82%
-$1,957.17 
JNJ Johnson & Johnson
-0.64%
-$1,489.02 
NFLX Netflix, Inc.
-0.61%
-$4,030.89 
LMT Lockheed Martin Corporation
-0.33%
-$5,622.63 
JPM JPMorgan Chase & Co.
-0.3%
-$2,629.05 
XOM Exxon Mobil Corporation
-0.25%
-$1,470.8 
ABBV AbbVie Inc.
-0.17%
-$579.91 
PEP PepsiCo, Inc.
-0.14%
-$449.14 
V Visa Inc. Class A
-0.11%
-$779.24 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$388.32 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.02%
-$4,152.01 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.02%
-$6,557.95 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$51.15 
FEBP PGIM U.S. Large-Cap Buffered 12 Feb Fund
-0.01%
-$124.88 
MCD McDonald's Corporation
-0.01%
-$21.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1106 | Longs Won 802/1106 72% | Profit Factor 10.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $416,229.57 |
| Average Win $108,735.03 | Best Trade (Aug 14) $7.74M | Sharpe Ratio -10.07 |
| Average Loss -$26,704.16 | Worst Trade (Oct 01) -$1.13M | Z-Score 5.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 2d | Expectancy $71,507.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,524 | $1.92M | $3.5M | - | $1.59M | 82.69% | +0.799% |
| ABBV AbbVie Inc. | 1,318 | $237,484.63 | $342,007.82 | - | $104,523.19 | 44.01% | -0.169% |
| AMT American Tower Corporation | 2,306 | $443,197.22 | $377,930.34 | - | -$65,266.88 | -14.73% | +1.757% |
| AMZN Amazon.com Inc | 6,737 | $1.2M | $1.69M | - | $489,689.52 | 40.66% | +1.301% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 9,329 | $267,928.88 | $258,180.07 | - | -$9,748.81 | -3.64% | +0.235% |
| APRP PGIM U.S. Large-Cap Buffered 12 ETF April | 7,577 | $246,214.62 | $253,022.55 | - | $6,807.93 | 2.77% | +0.034% |
| AVDV Avantis International Small Cap Value ETF | 7,695 | $792,969.77 | $838,870.42 | - | $45,900.65 | 5.79% | +0.884% |
| AVGO Broadcom Inc. | 666 | $218,557.26 | $236,276.82 | - | $17,719.56 | 8.11% | +3.239% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,832 | $977,120.32 | $942,307.08 | - | -$34,813.24 | -3.56% | +1.02% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 3,510 | $205,686 | $213,688.8 | - | $8,002.8 | 3.89% | +0.512% |
| BRK-B Berkshire Hathaway Inc. | 3,696 | $1.21M | $1.85M | - | $640,870.08 | 52.81% | +0.248% |
| BURL Burlington Stores Inc. | 866 | $281,779.08 | $236,469.96 | - | -$45,309.12 | -16.08% | -0.821% |
| COF Capital One Financial Corporation | 22,701 | $4.83M | $4.44M | - | -$391,251.38 | -8.1% | +0.537% |
| DECP DECP | 36,656 | $1,115.43 | $1,121.08 | - | $5.65 | 0.51% | 0.0 |
| DFCF Dimensional Core Fixed Income ETF | 36,546 | $1.55M | $1.47M | - | -$84,038.38 | -5.41% | +0.062% |
| DFEV Dimensional Emerging Markets Value ETF | 8,850 | $298,599 | $380,328.75 | - | $81,729.75 | 27.37% | +1.404% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 28,638 | $1.37M | $1.33M | - | -$39,671.89 | -2.89% | 0.0 |
| DGCB Dimensional Global Credit Fund | 25,315 | $1.37M | $1.32M | - | -$54,980.65 | -4% | +0.046% |
| DGRO iShares Core Dividend Growth ETF | 267,041 | $15.68M | $20.24M | - | $4.56M | 29.08% | +0.451% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 12,311 | $624,342.32 | $622,197.94 | - | -$2,144.38 | -0.34% | 0.0 |
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 Jeffrey Jones?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $6.29M, iShares Core S&P 500 ETF - $6.12M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.69M, Vanguard Short-Term Corporate Bond ETF - $3.69M, and Vanguard Intermediate-Term Treasury Fund - $2.65M. 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: Schwab U.S. TIPS ETF - $167,408.43, American Tower Corporation - $122,304.22, Verizon Communications Inc - $71,047.3, Palantir Technologies Inc - $45,572.54, and Vanguard Global ex-US Real Estate Index Fund - $30,391.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.62M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $6.15M, Vanguard Short-Term Corporate Bond ETF - $3.58M, Vanguard Intermediate-Term Treasury Fund - $2.65M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.52M, and Vanguard Real Estate ETF - $2.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Jones's monthly returns?
Jeffrey Jones's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jeffrey Jones's strategy be considered aggressive or moderate?
Jeffrey Jones'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 Jeffrey Jones's strategy?
Jeffrey Jones'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.
2026 © Marketlog. All Rights Reserved.
