JJ
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:
20.79%
Gain +0.32%
Monthly
0.52%
Yearly
6.45%
Drawdown
11.56%
$381.41M
Equity
Holdings
$381.41M
Investment
$310.57M
$84.85M
Profit +$1.37M
Realized
$14.01M
Unrealized
$70.84M
Dividends
$25.88M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$1.37M
Win %
81%
This Week
Compared To Last Week
Gain
0.28%
Profit
$1.06M
Win %
81%
This Month
Compared to last month
Gain
-0.12%
Profit
-$450,202.51
Win %
81%
This Year
Compared to last year
Gain
2.76%
Profit
$10.96M
Win %
82%
QCOM QUALCOMM Incorporated
+4.28%
+$19,200.14 
CAVA Cava Group Inc.
+3.08%
+$8,160 
JPM JPMorgan Chase & Co.
+2.3%
+$17,176.4 
INOV Innovator International Developed Power Buffer ETF – November
+2.02%
+$6,975.96 
TSLA Tesla, Inc.
+1.88%
+$5,756.34 
IDEC Innovator International Developed Power Buffer ETF – December Series
+1.79%
+$8,487.83 
IJAN Innovator International Developed Power Buffer ETF - January
+1.63%
+$4,414.67 
COF Capital One Financial Corporation
+1.49%
+$61,519.87 
ABBV AbbVie Inc.
+1.3%
+$3,833.22 
V Visa Inc. Class A
+1.05%
+$5,794.92 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$6,537.64 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$9,331.2 
IJR iShares Core S&P Small-Cap ETF
+1%
+$24,269.39 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$2,693.52 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$34,290.3 
SCHH Schwab U.S. REIT ETF
+0.96%
+$2,866.03 
VNQ Vanguard Real Estate ETF
+0.95%
+$181,006.77 
VTV Vanguard Value ETF
+0.94%
+$8,002.79 
IYR iShares U.S. Real Estate ETF
+0.91%
+$3,227.02 
IWM iShares Russell 2000 ETF
+0.9%
+$5,226.9 
PG Procter & Gamble Co
+0.85%
+$2,207.55 
FEBP PGIM U.S. Large-Cap Buffered 12 Feb Fund
+0.84%
+$6,944.8 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$7,044.21 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$87,771.14 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.77%
+$3,339.14 
VB Vanguard Small-Cap ETF
+0.73%
+$3,328.18 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,701.04 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$135,823.8 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$12,676.44 
MS Morgan Stanley
+0.66%
+$52,843 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$28,933.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$4,464.22 
IVV iShares Core S&P 500 ETF
+0.58%
+$226,068.83 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,187.25 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$44,749.06 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$50,736.84 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$3,809.54 
VXF Vanguard Extended Market ETF
+0.48%
+$134,105.04 
DFEV Dimensional Emerging Markets Value ETF
+0.47%
+$1,781.4 
GOOG Alphabet Inc
+0.46%
+$3,557.16 
PEP PepsiCo, Inc.
+0.4%
+$1,406.5 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.36%
+$1,473.29 
IOCT Innovator International Developed Power Buffer ETF – October
+0.35%
+$1,486.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$121,985.25 
EFA iShares MSCI EAFE ETF
+0.31%
+$2,846.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,930.61 
XOM Exxon Mobil Corporation
+0.29%
+$813.43 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$1,939.66 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.27%
+$603.48 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$24,812.04 
VUG Vanguard Growth ETF
+0.22%
+$4,329.72 
NVDA NVIDIA Corporation
+0.18%
+$1,329.04 
VGK Vanguard FTSE Europe ETF
+0.17%
+$1,981.21 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$4,914.7 
IJUN Innovator International Developed Power Buffer ETF - June
+0.14%
+$342.4 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$1,000.29 
MSFT Microsoft Corp.
+0.13%
+$738.4 
ISEP Innovator International Developed Power Buffer ETF – September
+0.13%
+$486.76 
IJUL Innovator International Developed Power Buffer ETF
+0.13%
+$403.69 
IFEB Innovator International Developed Power Buffer ETF - February
+0.12%
+$301.31 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.09%
+$227.88 
EA Electronic Arts Inc.
+0.07%
+$196.14 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$533.1 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.06%
+$163.62 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$7,392.69 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$512.17 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$85.05 
HYD VanEck High Yield Muni ETF
+0.02%
+$121.9 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$48.98 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$69.91 
MCD McDonald's Corporation
+0.01%
+$26.15 
DECP
0%
$0 
JCI
0%
$0 
MRCP
0%
$0 
PBNV
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
USEW
0%
$0 
PLTR Palantir Technologies Inc.
-2.35%
-$4,342.8 
SHOP Shopify Inc.
-1.96%
-$4,806.55 
LMT Lockheed Martin Corporation
-1.54%
-$25,933.02 
AAPL Apple Inc.
-1.52%
-$50,305.5 
BURL Burlington Stores Inc.
-1.24%
-$3,680.5 
AMZN Amazon.com Inc
-1.21%
-$20,855.67 
AMT American Tower Corporation
-1.19%
-$4,382.14 
NFLX Netflix, Inc.
-1.14%
-$8,962.41 
IBM International Business Machines Corporation
-0.97%
-$2,995.75 
AVGO Broadcom Inc.
-0.94%
-$2,523.15 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$2,329.95 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$1,148.04 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$42,812.35 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$1,491.26 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$512.91 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$31,859.1 
DGCB Dimensional Global Credit Fund
-0.07%
-$990.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$728.34 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$426.93 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$172.87 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$4,441.94 
MUB iShares National Muni Bond ETF
-0.01%
-$129.79 Events
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Dividends
Dividend Analysis
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| Trades 1012 | Longs Won 782/1012 77% | Profit Factor 34.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,958.7 |
| Average Win $111,754.78 | Best Trade (Jun 12) $7.1M | Sharpe Ratio -7.29 |
| Average Loss -$11,033.1 | Worst Trade (Jun 11) -$850,531.53 | Z-Score 15.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $83,848.44 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
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Returns
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