JC
Jared Calvert Portfolio
Invests via Buck Wealth Strategies LLC | Managed by James Dixon
Invests via Buck Wealth Strategies LLC
Managed by James Dixon
Automatically Tracked
Jared Calvert Profile
With extensive experience in both corporate finance and entrepreneurial ventures, Jared Calvert has established a reputation as an innovative leader. He is known for his ability to identify growth opportunities within emerging markets, driving value creation through strategic partnerships and operational excellence. His background includes leadership roles across various sectors, where he successfully navigated complex financial landscapes while fostering sustainable business practices. This blend of investment acumen and hands-on management positions him uniquely at the intersection of finance and enterprise development, enabling impactful decision-making in high-stakes environments.
With extensive experience in both corporate finance and entrepreneurial ventures, Jared Calvert has established a reputation as an innovative leader. He is known for his ability to identify growth opportunities within emerging markets, driving value creation through strategic partnerships and operational excellence. His background includes leadership roles across various sectors, where he successfully navigated complex financial landscapes while fostering sustainable business practices. This blend of investment acumen and hands-on management positions him uniquely at the intersection of finance and enterprise development, enabling impactful decision-making in high-stakes environments.
Investment Philosophy & Strategy
Growth potential often lies in uncharted territories, a perspective embraced by Jared Calvert. His entrepreneurial journey informs his commitment to exploring innovative pathways in investment, with a keen eye for emerging trends and market dynamics. Leveraging robust financial insights and extensive operational expertise, he pursues ventures that not only promise attractive returns but also enhance stakeholder value. Strategic alliances play a pivotal role in his approach, enabling the development of synergies that propel business success. This proactive engagement with both established firms and nascent companies positions him advantageously within the competitive landscape.
Growth potential often lies in uncharted territories, a perspective embraced by Jared Calvert. His entrepreneurial journey informs his commitment to exploring innovative pathways in investment, with a keen eye for emerging trends and market dynamics. Leveraging robust financial insights and extensive operational expertise, he pursues ventures that not only promise attractive returns but also enhance stakeholder value. Strategic alliances play a pivotal role in his approach, enabling the development of synergies that propel business success. This proactive engagement with both established firms and nascent companies positions him advantageously within the competitive landscape.
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:
19.18%
Gain 0%
Monthly
0.55%
Yearly
6.78%
Drawdown
12.19%
$863.31M
Equity
Holdings
$863.31M
Investment
$760.96M
$150.69M
Profit +$35,776.54
Realized
$47.9M
Unrealized
$102.79M
Dividends
$39.63M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
$35,776.54
Win %
71%
This Week
Compared To Last Week
Gain
0.004%
Profit
$35,776.54
Win %
71%
This Month
Compared to last month
Gain
-0.68%
Profit
-$5.87M
Win %
71%
This Year
Compared to last year
Gain
-0.43%
Profit
$1.32M
Win %
72%
AMD Advanced Micro Devices, Inc.
+4.73%
+$36,090.32 
GS The Goldman Sachs Group, Inc.
+2.62%
+$323,557.73 
T AT&T Inc.
+2.52%
+$5,729.24 
VZ Verizon Communications Inc.
+2.49%
+$345,564.18 
JPM JPMorgan Chase & Co.
+2.31%
+$404,157.56 
HPQ HP Inc.
+2.27%
+$380,366 
CMCSA Comcast Corp
+2.21%
+$177,006.22 
NUE Nucor Corporation
+2.09%
+$45,360.52 
PM Philip Morris International Inc.
+1.95%
+$5,189.1 
CLS Celestica Inc.
+1.88%
+$32,154.58 
LAZ Lazard Ltd.
+1.86%
+$151,282.4 
KMI Kinder Morgan, Inc.
+1.85%
+$4,400.46 
TSLA Tesla, Inc.
+1.82%
+$20,930 
IYM iShares U.S. Basic Materials ETF
+1.7%
+$15,263.54 
WFC Wells Fargo & Company
+1.61%
+$14,925.26 
CAT Caterpillar Inc.
+1.44%
+$28,959.74 
ABBV AbbVie Inc.
+1.32%
+$5,111.92 
IYZ iShares U.S. Telecommunications ETF
+1.27%
+$13,596 
LRCX Lam Research Corporation
+1.18%
+$4,658.95 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$15,193.87 
JNJ Johnson & Johnson
+1.07%
+$5,544.82 
DELL Dell Technologies Inc.
+1.05%
+$41,018.72 
V Visa Inc. Class A
+1.05%
+$123,183.35 
HOOD Robinhood Markets, Inc.
+1.04%
+$4,210.56 
GL Globe Life Inc.
+1%
+$15,967.35 
VO Vanguard Mid-Cap ETF
+0.97%
+$217,921.47 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$114,049.55 
ALL Allstate Corporation
+0.94%
+$98,797.12 
VTV Vanguard Value ETF
+0.94%
+$10,823.82 
KR Kroger Co.
+0.92%
+$109,032.59 
REZ iShares Residential and Multisector Real Estate ETF
+0.89%
+$2,657.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,199.57 
IWM iShares Russell 2000 ETF
+0.87%
+$6,637.05 
PG Procter & Gamble Co
+0.86%
+$104,710.23 
FTNT Fortinet Inc.
+0.85%
+$19,751.99 
SECT Main Sector Rotation ETF
+0.84%
+$3,230.25 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$4,873.44 
SDY SPDR S&P Dividend ETF
+0.83%
+$5,525 
SRE Sempra
+0.82%
+$53,358 
GE General Electric Company
+0.76%
+$1,884.67 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$4,800.62 
CVX Chevron Corporation
+0.75%
+$4,016.57 
XLE Energy Select Sector SPDR Fund
+0.75%
+$3,431.83 
MO Altria Group, Inc.
+0.74%
+$2,510.08 
UNH UnitedHealth Group Incorporated
+0.73%
+$141,306.66 
HD The Home Depot, Inc.
+0.73%
+$3,750.88 
MA Mastercard Incorporated
+0.71%
+$2,019.54 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,204.02 
PYPL PayPal Holdings Inc
+0.7%
+$76,420.51 
VB Vanguard Small-Cap ETF
+0.7%
+$3,351.6 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$142,343.24 
COST Costco Wholesale Corporation
+0.68%
+$2,544.11 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$1,933.35 
GPK Graphic Packaging Holding Company
+0.66%
+$4,937.73 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,385.35 
IYW iShares U.S. Technology ETF
+0.61%
+$7,120.23 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$23,311.45 
AEP American Electric Power Company, Inc.
+0.58%
+$1,324.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,360.76 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$8,502.88 
IVV iShares Core S&P 500 ETF
+0.55%
+$507,318.15 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,432.21 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$12,392.91 
GOOGL Alphabet Inc
+0.53%
+$109,624.45 
GOOG Alphabet Inc
+0.45%
+$8,240 
WMT Walmart Inc.
+0.45%
+$60,911.57 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$49,443.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$119,196.48 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.39%
+$856.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$6,184.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$90,554.88 
AMGN Amgen Inc.
+0.32%
+$43,494.88 
FNOV FT Vest US Equity Buffer ETF
+0.32%
+$908.04 
WM Waste Management, Inc.
+0.3%
+$37,691.19 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,094.39 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.28%
+$800.2 
XOM Exxon Mobil Corporation
+0.28%
+$1,361.15 
FFEB FT Vest US Equity Buffer ETF
+0.26%
+$1,265.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$1,010.67 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.22%
+$1,948.5 
FAPR FT Vest U.S. Equity Buffer ETF
+0.21%
+$773.29 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.2%
+$905.07 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.2%
+$1,451.94 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.2%
+$549.37 
FJUL FT Vest US Equity Buffer ETF
+0.2%
+$794.26 
DMAY FT Vest US Equity Deep Buffer Fund
+0.2%
+$842.58 
FMAR FT Vest U.S. Equity Buffer ETF
+0.2%
+$587.92 
DNOV FT Vest US Equity Deep Buffer Fund
+0.19%
+$2,140.02 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.18%
+$982.04 
VUG Vanguard Growth ETF
+0.18%
+$2,602.8 
FJUN FT Vest US Equity Buffer ETF - June
+0.17%
+$449.7 
BNDX Vanguard Total International Bond ETF
+0.17%
+$1,109.52 
DJUL FT Vest US Equity Deep Buffer Fund
+0.16%
+$983.95 
NVDA NVIDIA Corporation
+0.16%
+$4,504 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$1,710.32 
DMAR FT Vest US Equity Deep Buffer Fund
+0.14%
+$859.58 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.12%
+$636.4 
MARM Ftv Estus Max Buff ETF March
+0.12%
+$352.8 
KO The Coca-Cola Company
+0.11%
+$15,757.47 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$14,041.17 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.1%
+$685.22 
MSFT Microsoft Corp.
+0.1%
+$18,291.94 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.07%
+$222.87 
DJUN FT VEST US Equity Deep Buffer Fund
+0.06%
+$462.21 
GLD SPDR Gold Shares
+0.06%
+$661.54 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$107.68 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$4,731.16 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$98.44 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.03%
+$4,769.4 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,567.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,075.64 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$3,804.04 
ORCL Oracle Corporation
+0.02%
+$60.58 
MCD McDonald's Corporation
+0.01%
+$40.93 
TIP iShares TIPS Bond ETF
+0.01%
+$1,008.38 
AUGM
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CSGS CSG Systems International, Inc.
0%
$0 
DECM
0%
$0 
FEBM
0%
$0 
HIMU
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
NOVM
0%
$0 
OCTM
0%
$0 
PVH
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$13,835.23 
JAZZ Jazz Pharmaceuticals plc
-2.37%
-$45,575.64 
CALM Cal-Maine Foods Inc.
-2.22%
-$128,174.69 
SHOP Shopify Inc.
-2.02%
-$7,211.82 
AAPL Apple Inc.
-1.52%
-$345,613.5 
LMT Lockheed Martin Corporation
-1.52%
-$197,059.29 
MRK Merck & Co., Inc.
-1.42%
-$188,310 
MELI MercadoLibre, Inc.
-1.27%
-$9,588.01 
AMZN Amazon.com Inc
-1.23%
-$232,072.1 
NFLX Netflix, Inc.
-1.14%
-$8,763.39 
UBER Uber Technologies, Inc.
-1.01%
-$12,818.4 
IBM International Business Machines Corporation
-0.95%
-$4,536.21 
AVGO Broadcom Inc.
-0.91%
-$8,449.01 
EXEL Exelixis Inc.
-0.69%
-$13,812.84 
CSCO Cisco Systems, Inc.
-0.6%
-$3,045.57 
ISRG Intuitive Surgical, Inc.
-0.45%
-$901.6 
NOC Northrop Grumman Corporation
-0.4%
-$865.05 
META Meta Platforms Inc Class A
-0.26%
-$5,266.44 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$952.56 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$5,110.75 
IYH iShares U.S. Healthcare ETF
-0.2%
-$1,631.11 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$629.1 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$590.98 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$2,906.72 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$366.24 
MBB iShares MBS ETF
-0.15%
-$2,499.14 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$408 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$1,227.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$48,810.6 
PGX Invesco Preferred ETF
-0.09%
-$100.65 
FLMI Franklin Dynamic Municipal Bond ETF
-0.08%
-$1,289.84 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$7,858.96 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$230.26 
INTU Intuit Inc.
-0.07%
-$5,026.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$1,028.65 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$3,266.87 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$25,136.52 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.04%
-$251.86 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$632.16 
JUNM FT Vest US Equity Maximum Buffer June Fund
-0.01%
-$31.16 
MUB iShares National Muni Bond ETF
-0.01%
-$68.69 Events
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Dividends
Dividend Analysis
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| Trades 1770 | Longs Won 946/1770 53% | Profit Factor 4.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,237.55 |
| Average Win $200,045.09 | Best Trade (Jun 14) $6.88M | Sharpe Ratio -8.6 |
| Average Loss -$46,891.17 | Worst Trade (Jun 14) -$2.87M | Z-Score -8.23 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $85,133.11 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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