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:
46.56%
Gain -0.02%
Monthly
0.96%
Yearly
12.13%
Drawdown
15.37%
$407.72M
Equity
Holdings
$407.72M
Investment
$334.56M
$87.73M
Profit -$32,530.91
Realized
$14.57M
Unrealized
$73.16M
Dividends
$27.94M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$32,530.91
Win %
77%
This Week
Compared To Last Week
Gain
0.84%
Profit
$3.38M
Win %
77%
This Month
Compared to last month
Gain
0.84%
Profit
$3.38M
Win %
77%
This Year
Compared to last year
Gain
0.46%
Profit
$1.87M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$243,070.89 
GOOG Alphabet Inc
+6.88%
+$49,821.93 
MSFT Microsoft Corp.
+3.02%
+$18,632.15 
NVDA NVIDIA Corporation
+2.93%
+$23,057.01 
JCI Johnson Controls International plc
+1.93%
+$14,272.52 
LMT Lockheed Martin Corporation
+1.5%
+$28,712.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$38,729.22 
VUG Vanguard Growth ETF
+1.1%
+$21,374.19 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$108,724.56 
IBM International Business Machines Corporation
+0.86%
+$2,143 
MCD McDonald's Corporation
+0.82%
+$3,128.41 
TSLA Tesla, Inc.
+0.76%
+$1,810.1 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,326.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$34,159.82 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$59,845.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,106.73 
IVV iShares Core S&P 500 ETF
+0.69%
+$282,163.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$4,366.59 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1,300.88 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,976.12 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,014.29 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$1,228.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,142.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,493.32 
FEBP PGIM U.S. Large-Cap Buffered 12 Feb Fund
+0.49%
+$4,370.71 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$997.2 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$1,239.27 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.47%
+$2,299.59 
IWD iShares Russell 1000 Value ETF
+0.44%
+$937.95 
APRP PGIM U.S. Large-Cap Buffered 12 ETF April
+0.4%
+$985.01 
AVGO Broadcom Inc.
+0.37%
+$959.04 
PG Procter & Gamble Co
+0.37%
+$932.27 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,874.56 
USEW Cambria US EW ETF
+0.35%
+$1,760.16 
JPM JPMorgan Chase & Co.
+0.27%
+$2,459.04 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$1,301.4 
JNJ Johnson & Johnson
+0.21%
+$475.41 
MS Morgan Stanley
+0.17%
+$17,155.54 
EA Electronic Arts Inc.
+0.13%
+$378.27 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$573.77 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$265.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$313.28 
DECP
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
MRCP
0%
$0 
PBNV
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$258,048.48 
SHOP Shopify Inc.
-4.29%
-$11,623.5 
QCOM QUALCOMM Incorporated
-2.63%
-$8,610.44 
ABBV AbbVie Inc.
-2.51%
-$8,527.46 
NFLX Netflix, Inc.
-2%
-$14,180.98 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,256.96 
BURL Burlington Stores Inc.
-1%
-$3,212.85 
XOM Exxon Mobil Corporation
-0.97%
-$5,422.32 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$157,776.38 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$3,110.1 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$2,517.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,710.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$230,471 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$77,435.19 
AMT American Tower Corporation
-0.63%
-$2,536.62 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,614.62 
SCHF Schwab International Equity ETF
-0.58%
-$1,280.8 
IYR iShares U.S. Real Estate ETF
-0.55%
-$2,010.87 
VNQ Vanguard Real Estate ETF
-0.54%
-$106,656.48 
COF Capital One Financial Corporation
-0.54%
-$25,652.25 
LLY Eli Lilly and Company
-0.53%
-$1,035.97 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,470 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$3,847.5 
IWM iShares Russell 2000 ETF
-0.47%
-$2,702.14 
PEP PepsiCo, Inc.
-0.46%
-$1,690.88 
VGK Vanguard FTSE Europe ETF
-0.44%
-$5,113.2 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$33,060.76 
IJUL Innovator International Developed Power Buffer ETF
-0.33%
-$1,609.92 
VXF Vanguard Extended Market ETF
-0.3%
-$85,703.39 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,385.52 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$58,748.49 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$4,038.58 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$769.13 
VTV Vanguard Value ETF
-0.27%
-$2,362.32 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$9,707.22 
INOV Innovator International Developed Power Buffer ETF – November
-0.26%
-$918.95 
IJAN Innovator International Developed Power Buffer ETF - January
-0.26%
-$707.45 
VB Vanguard Small-Cap ETF
-0.22%
-$1,229.54 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$2,100.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$500.64 
IDEC Innovator International Developed Power Buffer ETF – December Series
-0.19%
-$917.87 
DGCB Dimensional Global Credit Fund
-0.18%
-$2,430.24 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$65,579.5 
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$421.46 
IJUN Innovator International Developed Power Buffer ETF - June
-0.16%
-$449.11 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,360 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$58,119.36 
MUB iShares National Muni Bond ETF
-0.11%
-$1,657.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$653.65 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$512.61 
IOCT Innovator International Developed Power Buffer ETF – October
-0.07%
-$312.93 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$204.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$23,126.1 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$859.14 
ISEP Innovator International Developed Power Buffer ETF – September
-0.05%
-$195.32 
V Visa Inc. Class A
-0.04%
-$279.7 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$93.29 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$662.35 Events
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Dividends
Dividend Analysis
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| Trades 1106 | Longs Won 837/1106 75% | Profit Factor 29.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $418,535.79 |
| Average Win $108,454.87 | Best Trade (Aug 05) $7.61M | Sharpe Ratio -10.07 |
| Average Loss -$11,315.93 | Worst Trade (Aug 02) -$361,224.87 | Z-Score 11.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $79,324.36 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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Returns
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FAQ
Which stocks have generated the highest profits for Jeffrey Jones?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $6.12M, Vanguard Intermediate-Term Corporate Bond Fund - $5.96M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.6M, Vanguard Short-Term Corporate Bond ETF - $3.41M, and Vanguard Dividend Appreciation ETF - $2.56M. 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 $27.94M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $5.82M, Vanguard Short-Term Corporate Bond ETF - $3.3M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.44M, Vanguard Intermediate-Term Treasury Fund - $2.39M, and Vanguard Real Estate ETF - $2.21M. 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.
