AJS
Aaron Jerome Stephens Portfolio
Invests via LIFE LINE WEALTH MANAGEMENT LLC | Managed by Aaron Jerome Stephens
Invests via LIFE LINE WEALTH MANAGEMENT LLC
Managed by Aaron Jerome Stephens
Automatically Tracked
Aaron Jerome Stephens Profile
Experienced private markets executive focused on growth-stage investments and operational value creation. Aaron Jerome Stephens is a finance and operations leader with background sourcing and scaling technology and services companies, advising on capital strategy, M&A and performance improvement. Known for blending board-level governance with hands-on portfolio management, he works with PE and strategic investors to drive revenue expansion, margin improvement and exit readiness.
Experienced private markets executive focused on growth-stage investments and operational value creation. Aaron Jerome Stephens is a finance and operations leader with background sourcing and scaling technology and services companies, advising on capital strategy, M&A and performance improvement. Known for blending board-level governance with hands-on portfolio management, he works with PE and strategic investors to drive revenue expansion, margin improvement and exit readiness.
Investment Philosophy & Strategy
Prioritizes growth-stage equity investments where operational playbooks and capital strategy unlock scalable revenue and margin expansion. Employs a hands-on, board-to-ops approach—aligning governance, M&A and performance improvement to accelerate exit readiness. Allocates capital to technology and services companies with clear unit economics, repeatable channels and runway for consolidation. Risk discipline emphasizes measurable KPIs, staged capital deployment and active value-creation plans to de-risk exits and maximize IRR.
Prioritizes growth-stage equity investments where operational playbooks and capital strategy unlock scalable revenue and margin expansion. Employs a hands-on, board-to-ops approach—aligning governance, M&A and performance improvement to accelerate exit readiness. Allocates capital to technology and services companies with clear unit economics, repeatable channels and runway for consolidation. Risk discipline emphasizes measurable KPIs, staged capital deployment and active value-creation plans to de-risk exits and maximize IRR.
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:
14.8%
Gain
Monthly
0.45%
Yearly
5.59%
Drawdown
18.58%
$248.5M
Equity
Holdings
$248.5M
Investment
$203.92M
$83M
Profit -$2.46M
Realized
$38.42M
Unrealized
$44.57M
Dividends
$13.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.46M
Win %
67%
This Week
Compared To Last Week
Gain
-2.29%
Profit
-$5.81M
Win %
67%
This Month
Compared to last month
Gain
-1.66%
Profit
-$4.19M
Win %
67%
This Year
Compared to last year
Gain
10.99%
Profit
$24.6M
Win %
69%
SPLV Invesco S&P 500 Low Volatility ETF
+1.56%
+$8,206.9 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$3,561.74 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$22,212.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.12%
+$63,709.46 
NFLX Netflix, Inc.
+0.07%
+$117.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$56.35 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$79.41 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$47.2 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$61.83 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$37.85 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$21.02 
HIMS Hims & Hers Health, Inc.
-8.89%
-$46,260.08 
MTUM iShares MSCI USA Momentum Factor ETF
-3.29%
-$114,395.95 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.83%
-$9,586.11 
IWF iShares Russell 1000 Growth ETF
-2.19%
-$55,004.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$31,641.67 
IAU iShares Gold Trust
-1.93%
-$635,814.69 
QQQM Invesco NASDAQ 100 ETF
-1.89%
-$9,636.1 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$1.1M 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.85%
-$14,128.02 
EFG iShares MSCI EAFE Growth ETF
-1.24%
-$18,253.68 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.19%
-$12,516.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.12%
-$8,093.26 
VLUE iShares MSCI USA Value Factor ETF
-0.9%
-$132,364.42 
ESGU iShares ESG Aware MSCI USA ETF
-0.87%
-$2,778.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.82%
-$3,370.7 
IVV iShares Core S&P 500 ETF
-0.75%
-$190,575.7 
IQLT iShares MSCI International Quality Factor ETF
-0.63%
-$155,028.2 
EFV iShares MSCI EAFE Value ETF
-0.56%
-$3,558.21 
RBRK Rubrik, Inc.
-0.55%
-$3,327.72 
IWM iShares Russell 2000 ETF
-0.35%
-$11,403.94 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$567.72 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$354.42 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$125.04 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$15.67 Events
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Dividends
Dividend Analysis
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| Trades 290 | Longs Won 186/290 64% | Profit Factor 5.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $544,310.15 | Best Trade (Jul 14) $11.86M | Sharpe Ratio -10.22 |
| Average Loss -$175,414.22 | Worst Trade (Mar 31) -$4.05M | Z-Score 2.06 (96.05%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $286,202.1 |
| 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% | 0.05% |
| Consecutive Losing Trades | 1,416 | 1,275 | 1,133 | 992 | 850 | 708 | 567 | 425 | 283 | 142 |
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Returns
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