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:
44.37%
Gain +0.36%
Monthly
1.01%
Yearly
12.88%
Drawdown
13.24%
$889.65M
Equity
Holdings
$889.65M
Investment
$759.24M
$181.91M
Profit +$381,182.79
Realized
$51.51M
Unrealized
$130.4M
Dividends
$43.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$381,182.79
Win %
67%
This Week
Compared To Last Week
Gain
0.04%
Profit
$381,182.79
Win %
67%
This Month
Compared to last month
Gain
-0.52%
Profit
-$4.64M
Win %
67%
This Year
Compared to last year
Gain
9.84%
Profit
$79.67M
Win %
68%
FTNT Fortinet Inc.
+8.97%
+$223,006 
INTU Intuit Inc.
+5.47%
+$491,497.6 
SHOP Shopify Inc.
+4.2%
+$17,501.76 
NFLX Netflix, Inc.
+3.82%
+$27,844.97 
KR Kroger Co.
+3.69%
+$399,170.16 
PVH PVH Corp.
+3.58%
+$383,441.74 
GOOG Alphabet Inc
+3.02%
+$52,118 
GOOGL Alphabet Inc
+2.9%
+$563,044.95 
META Meta Platforms Inc Class A
+2.81%
+$66,156.77 
IBM International Business Machines Corporation
+2.65%
+$11,218.79 
ISRG Intuitive Surgical, Inc.
+2.4%
+$4,346.3 
WMT Walmart Inc.
+2.39%
+$289,329.43 
MSFT Microsoft Corp.
+2.27%
+$514,016.44 
MO Altria Group, Inc.
+2.25%
+$7,364.48 
WM Waste Management, Inc.
+2.22%
+$270,686.61 
HOOD Robinhood Markets, Inc.
+2.15%
+$10,614.12 
LLY Eli Lilly and Company
+2.09%
+$11,518.67 
T AT&T Inc.
+2.05%
+$5,284.73 
MCD McDonald's Corporation
+1.96%
+$5,053.62 
CALM Cal-Maine Foods Inc.
+1.81%
+$97,036.1 
NOC Northrop Grumman Corporation
+1.78%
+$3,641.9 
ALL Allstate Corporation
+1.75%
+$212,702.12 
ABBV AbbVie Inc.
+1.73%
+$7,659.24 
PM Philip Morris International Inc.
+1.65%
+$4,645.2 
COST Costco Wholesale Corporation
+1.64%
+$5,668.87 
VZ Verizon Communications Inc.
+1.44%
+$215,608.42 
IYH iShares U.S. Healthcare ETF
+1.38%
+$12,107.85 
UNH UnitedHealth Group Incorporated
+1.37%
+$246,454.23 
XLP Consumer Staples Select Sector SPDR Fund
+1.3%
+$4,705.65 
UBER Uber Technologies, Inc.
+1.25%
+$16,389.24 
GPK Graphic Packaging Holding Company
+1.21%
+$8,111.98 
LMT Lockheed Martin Corporation
+1.18%
+$145,730 
AMGN Amgen Inc.
+1.16%
+$167,491.29 
KO The Coca-Cola Company
+1.06%
+$163,702.61 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$3,388.84 
V Visa Inc. Class A
+1.01%
+$137,934.57 
HD The Home Depot, Inc.
+0.97%
+$4,712.26 
PYPL PayPal Holdings Inc
+0.74%
+$105,407.6 
SDY SPDR S&P Dividend ETF
+0.67%
+$4,530.5 
GL Globe Life Inc.
+0.63%
+$10,388.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$2,316.93 
MA Mastercard Incorporated
+0.54%
+$1,798.38 
JNJ Johnson & Johnson
+0.54%
+$3,121.71 
PG Procter & Gamble Co
+0.53%
+$63,073.49 
AAPL Apple Inc.
+0.47%
+$119,813.45 
MRK Merck & Co., Inc.
+0.46%
+$72,682.28 
MELI MercadoLibre, Inc.
+0.4%
+$3,529.7 
REZ iShares Residential and Multisector Real Estate ETF
+0.3%
+$891.27 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$748.44 
JAZZ Jazz Pharmaceuticals plc
+0.16%
+$3,239.85 
EXEL Exelixis Inc.
+0.15%
+$3,173.22 
BLV Vanguard Long-Term Bond ETF
+0.15%
+$431.87 
JSI Janus Henderson Securitized Income ETF
+0.11%
+$10,806.07 
KMI Kinder Morgan, Inc.
+0.1%
+$227.61 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.06%
+$124.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$661.27 
TIP iShares TIPS Bond ETF
+0.04%
+$4,537.71 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$115.66 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$73.83 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1,774.18 
MARM Ftv Estus Max Buff ETF March
+0.01%
+$42.84 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.01%
+$1,589.8 
CSGS CSG Systems International, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 HIMU
HIMU
0%
$0 NOVM
NOVM
0%
$0 OCTM
OCTM
0%
$0 AUGM
AUGM
0%
$0 DECM
DECM
0%
$0 FEBM
FEBM
0%
$0 
CLS Celestica Inc.
-8.45%
-$129,681.12 
LRCX Lam Research Corporation
-7.79%
-$25,238.64 
DELL Dell Technologies Inc.
-5.03%
-$284,243.6 
AVGO Broadcom Inc.
-4.75%
-$41,520.78 
ORCL Oracle Corporation
-4.5%
-$13,675.4 
CAT Caterpillar Inc.
-4.14%
-$75,845.84 
GS The Goldman Sachs Group, Inc.
-3.95%
-$485,277.1 
AMD Advanced Micro Devices, Inc.
-3.9%
-$31,407.32 
LAZ Lazard Ltd.
-3.86%
-$299,728.26 
HPQ HP Inc.
-3.51%
-$845,635.12 
NVDA NVIDIA Corporation
-2.85%
-$87,475.98 
EEM iShares MSCI Emerging Markets ETF
-2.49%
-$37,815.44 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$242,889.72 
GE General Electric Company
-1.94%
-$4,667.18 
WFC Wells Fargo & Company
-1.92%
-$19,470.17 
NUE Nucor Corporation
-1.89%
-$40,865.85 
IYM iShares U.S. Basic Materials ETF
-1.8%
-$16,332.96 
IYZ iShares U.S. Telecommunications ETF
-1.75%
-$18,663.6 
JPM JPMorgan Chase & Co.
-1.69%
-$336,518.56 
CSCO Cisco Systems, Inc.
-1.62%
-$7,593.04 
TSLA Tesla, Inc.
-1.36%
-$14,288.75 
GLDM SPDR Gold MiniShares Trust
-1.32%
-$177,074.76 
GLD SPDR Gold Shares
-1.3%
-$15,636.37 
AMZN Amazon.com Inc
-1.21%
-$242,657.29 
CMCSA Comcast Corp
-1.19%
-$100,192.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$315,055.52 
XLE Energy Select Sector SPDR Fund
-1.12%
-$5,826.13 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$7,200.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.04%
-$3,903.36 
SECT Main Sector Rotation ETF
-0.88%
-$3,449.25 
CVX Chevron Corporation
-0.88%
-$5,393.72 
AEP American Electric Power Company, Inc.
-0.88%
-$1,907.28 
XOM Exxon Mobil Corporation
-0.84%
-$4,631.43 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.74%
-$4,404.84 
IYW iShares U.S. Technology ETF
-0.58%
-$7,024.06 
F Ford Motor Company
-0.57%
-$8,177.2 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$21,847.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$9,152.94 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$61,569.78 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$155,203.75 
VTV Vanguard Value ETF
-0.47%
-$5,708.1 
SRE Sempra
-0.46%
-$27,390.44 
VO Vanguard Mid-Cap ETF
-0.44%
-$101,885.76 
FJUN FT Vest US Equity Buffer ETF - June
-0.41%
-$1,122.45 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.39%
-$1,158.06 
PGX Invesco Preferred ETF
-0.38%
-$402.6 
VOO Vanguard S&P 500 ETF
-0.35%
-$950.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$1,424.14 
IVV iShares Core S&P 500 ETF
-0.34%
-$324,977.08 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$8,075.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,443.96 
VB Vanguard Small-Cap ETF
-0.32%
-$1,513.13 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$4,462.5 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.28%
-$636.72 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.21%
-$627.6 
FFEB FT Vest US Equity Buffer ETF
-0.21%
-$1,076.68 
FAPR FT Vest U.S. Equity Buffer ETF
-0.21%
-$780.32 
FJUL FT Vest US Equity Buffer ETF
-0.2%
-$841.37 
FMAR FT Vest U.S. Equity Buffer ETF
-0.19%
-$605.38 
VUG Vanguard Growth ETF
-0.19%
-$2,949.79 
FNOV FT Vest US Equity Buffer ETF
-0.19%
-$567.52 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.19%
-$856.48 
IWM iShares Russell 2000 ETF
-0.19%
-$1,424.11 
DMAY FT Vest US Equity Deep Buffer Fund
-0.19%
-$816.31 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$978.88 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$742.04 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.12%
-$700.29 
FLMI Franklin Dynamic Municipal Bond ETF
-0.12%
-$1,934.67 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$1,896.48 
DJUL FT Vest US Equity Deep Buffer Fund
-0.12%
-$736.09 
DJUN FT VEST US Equity Deep Buffer Fund
-0.11%
-$839.68 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.11%
-$781.21 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,068.95 
BNDX Vanguard Total International Bond ETF
-0.09%
-$554.76 
DNOV FT Vest US Equity Deep Buffer Fund
-0.06%
-$746.78 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$172.69 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$990.23 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$181.04 
MUB iShares National Muni Bond ETF
-0.05%
-$377.96 
DGRO iShares Core Dividend Growth ETF
-0.05%
-$10,949.48 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$114.45 
MBB iShares MBS ETF
-0.05%
-$803.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$142.8 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$21,994.46 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.04%
-$354.28 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$80.76 
DMAR FT Vest US Equity Deep Buffer Fund
-0.03%
-$201.47 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$454.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$8,135.1 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$136.34 
AVIG Avantis Core Fixed Income ETF
-0.01%
-$653.37 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.01%
-$64.22 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$40.3 Events
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Dividends
Dividend Analysis
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| Trades 1770 | Longs Won 1089/1770 61% | Profit Factor 5.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $550,293.58 |
| Average Win $206,824.64 | Best Trade (Sep 11) $11.36M | Sharpe Ratio -9.42 |
| Average Loss -$63,610.08 | Worst Trade (Sep 10) -$2.61M | Z-Score -1.98 (98.33%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $102,776.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 76,803 | $16.8M | $25.64M | - | $8.84M | 52.58% | +0.47% |
| ABBV AbbVie Inc. | 1,727 | $344,417.33 | $451,705.48 | - | $107,288.15 | 31.15% | +1.725% |
| AEP American Electric Power Company, Inc. | 1,766 | $192,970.86 | $215,893.5 | - | $22,922.64 | 11.88% | -0.876% |
| AGG iShares Core U.S. Aggregate Bond ETF | 406,755 | $40.1M | $39.03M | - | -$1.07M | -2.67% | -0.021% |
| ALL Allstate Corporation | 47,960 | $9.98M | $12.38M | - | $2.4M | 24.03% | +1.748% |
| AMD Advanced Micro Devices, Inc. | 1,561 | $317,554 | $774,271.61 | - | $456,717.61 | 143.82% | -3.898% |
| AMGN Amgen Inc. | 38,153 | $11.33M | $14.56M | - | $3.24M | 28.56% | +1.163% |
| AMZN Amazon.com Inc | 78,403 | $15.91M | $19.89M | - | $3.98M | 25% | -1.205% |
| AUGM AUGM | 6,366 | $209,250.42 | $209,250.42 | - | - | - | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 123,608 | $9.31M | $11.54M | - | $2.24M | 24.05% | -2.061% |
| AVGO Broadcom Inc. | 2,414 | $735,878.42 | $832,323.06 | - | $96,444.64 | 13.11% | -4.752% |
| AVIG Avantis Core Fixed Income ETF | 130,675 | $5.5M | $5.23M | - | -$271,150.72 | -4.93% | -0.012% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,080 | $313,918.19 | $302,022 | - | -$11,896.19 | -3.79% | -0.047% |
| BLV Vanguard Long-Term Bond ETF | 4,546 | $318,219.59 | $295,194.51 | - | -$23,025.08 | -7.24% | +0.147% |
| BND Vanguard Total Bond Market Index Fund | 13,634 | $1.01M | $970,877.14 | - | -$43,075.73 | -4.25% | -0.014% |
| BNDX Vanguard Total International Bond ETF | 13,869 | $681,660.96 | $651,149.55 | - | -$30,511.41 | -4.48% | -0.085% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 628,413 | $58.22M | $55.81M | - | -$2.41M | -4.15% | -0.039% |
| BRK-B Berkshire Hathaway Inc. | 637 | $302,452.71 | $328,494.53 | - | $26,041.82 | 8.61% | +1.042% |
| BSV Vanguard Short-Term Bond ETF | 8,060 | $632,589.37 | $618,484.1 | - | -$14,105.27 | -2.23% | -0.007% |
| CALM Cal-Maine Foods Inc. | 72,415 | $4.9M | $5.45M | - | $551,016.78 | 11.24% | +1.811% |
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FAQ
Which stocks have generated the highest profits for Jared Calvert?
The largest contributions to the portfolio's profits come from the following stocks: Cisco Systems, Inc - $6.59M, Magna International Inc - $5.92M, iShares Core S&P 500 ETF - $5.22M, JPMorgan Chase & Co - $5.01M, and Alphabet Inc - $4.81M. 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: WillScot Holdings Corporation - $2.06M, Pfizer Inc - $1.75M, CVS Health Corporation - $1.56M, AT&T Inc - $1.01M, and United Parcel Service, Inc - $549,804.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jared Calvert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $43.97M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $3.27M, iShares Core U.S. Aggregate Bond ETF - $3.02M, iShares 0-3 Month Treasury Bond ETF - $2.69M, Verizon Communications Inc - $2.29M, and Janus Henderson Short Duration Income ETF - $2.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jared Calvert's monthly returns?
Jared Calvert'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 Jared Calvert's strategy be considered aggressive or moderate?
Jared Calvert'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 Jared Calvert's strategy?
Jared Calvert'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.
