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:
40.49%
Gain +0.04%
Monthly
0.95%
Yearly
12%
Drawdown
13.26%
$875.38M
Equity
Holdings
$875.38M
Investment
$759.69M
$163.95M
Profit +$136,084.17
Realized
$47.82M
Unrealized
$116.13M
Dividends
$41.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$136,084.17
Win %
71%
This Week
Compared To Last Week
Gain
0.49%
Profit
$4.28M
Win %
71%
This Month
Compared to last month
Gain
1.88%
Profit
$16.16M
Win %
71%
This Year
Compared to last year
Gain
8.07%
Profit
$65.4M
Win %
72%
CSGS CSG Systems International, Inc.
+22.39%
+$255,726.69 
OCTM
+7.57%
+$41,681.49 
DECM
+6.86%
+$21,819.35 
AMZN Amazon.com Inc
+3.9%
+$693,867.33 
TSLA Tesla, Inc.
+3.53%
+$30,273.72 
FEBM
+3.48%
+$12,848 
NVDA NVIDIA Corporation
+2.65%
+$70,797.33 
AUGM
+2.35%
+$4,918.58 
GLD SPDR Gold Shares
+1.64%
+$18,282.6 
GE General Electric Company
+1.26%
+$3,272.22 
VO Vanguard Mid-Cap ETF
+0.46%
+$104,715.92 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$2,792.05 
BNDX Vanguard Total International Bond ETF
+0.15%
+$970.83 
BLV Vanguard Long-Term Bond ETF
+0.09%
+$272.76 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$197.47 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$161.2 
CVX Chevron Corporation
+0.02%
+$86.07 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$1,902.02 
DAPR FT Vest U.S. Equity Deep Buffer Fund
0%
+$3.82 
ABBV AbbVie Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ALL Allstate Corporation
0%
-$0.48 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
CALM Cal-Maine Foods Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CLS Celestica Inc.
0%
+$0.04 
CMCSA Comcast Corp
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DAUG FT Vest U.S. Equity Deep Buffer Fund
0%
-$0.95 
DDEC FT Vest U.S. Equity Deep Buffer Fund
0%
-$1.4 
DELL Dell Technologies Inc.
0%
$0 
DFEB FT Vest U.S. Equity Deep Buffer ETF
0%
-$3.54 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DJAN FT Vest U.S. Equity Deep Buffer Fund
0%
+$1.58 
DJUL FT Vest US Equity Deep Buffer Fund
0%
$0 
DJUN FT VEST US Equity Deep Buffer Fund
0%
$0 
DMAR FT Vest US Equity Deep Buffer Fund
0%
$0 
DMAY FT Vest US Equity Deep Buffer Fund
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EXEL Exelixis Inc.
0%
$0 
FAPR FT Vest U.S. Equity Buffer ETF
0%
$0 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
$0 
FFEB FT Vest US Equity Buffer ETF
0%
$0 
FJUL FT Vest US Equity Buffer ETF
0%
$0 
FJUN FT Vest US Equity Buffer ETF - June
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FMAR FT Vest U.S. Equity Buffer ETF
0%
-$1.16 
FTNT Fortinet Inc.
0%
$0 
GL Globe Life Inc.
0%
+$0.1 
GLDM SPDR Gold MiniShares Trust
0%
+$0.47 
GOOG Alphabet Inc
0%
$0 
GPK Graphic Packaging Holding Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIMU
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.03 
IYH iShares U.S. Healthcare ETF
0%
$0 
IYM iShares U.S. Basic Materials ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IYZ iShares U.S. Telecommunications ETF
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JSI Janus Henderson Securitized Income ETF
0%
$0 
JUNM FT Vest US Equity Maximum Buffer June Fund
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
-$0.35 
KR Kroger Co.
0%
$0 
LAZ Lazard Ltd.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
-$0.01 
MA Mastercard Incorporated
0%
-$0.01 
MARM Ftv Estus Max Buff ETF March
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
+$0.01 
MELI MercadoLibre, Inc.
0%
-$0.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOVM
0%
$0 
NUE Nucor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
PVH PVH Corp.
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QJUN FT Vest Nasdaq-100 Buffer ETF
0%
-$0.89 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SECT Main Sector Rotation ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
-$0.01 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SRE Sempra
0%
$0 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
-$0.48 
V Visa Inc. Class A
0%
-$0.37 
VB Vanguard Small-Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.01 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
META Meta Platforms Inc Class A
-7.95%
-$169,178.52 
JNJ Johnson & Johnson
-3.66%
-$21,196.93 
T AT&T Inc.
-3.05%
-$7,210.94 
F Ford Motor Company
-2.75%
-$42,930.3 
IBM International Business Machines Corporation
-2.08%
-$8,168.6 
AAPL Apple Inc.
-1.41%
-$365,581.51 
GOOGL Alphabet Inc
-0.91%
-$175,054.18 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.01%
-$158.04 
DNOV FT Vest US Equity Deep Buffer Fund
-0.01%
-$66.88 
FNOV FT Vest US Equity Buffer ETF
-0.01%
-$14.81 
REZ iShares Residential and Multisector Real Estate ETF
-0.01%
-$16.2 
DOCT FT Vest U.S. Equity Deep Buffer Fund
0%
-$5.85 
DSEP FT Vest U.S. Equity Deep Buffer Fund
0%
-$2.31 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
0%
-$1.99 Events
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Dividends
Dividend Analysis
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| Trades 1770 | Longs Won 952/1770 53% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $489,192.63 |
| Average Win $211,559.73 | Best Trade (Jul 31) $6.43M | Sharpe Ratio -9.08 |
| Average Loss -$45,786.93 | Worst Trade (Jul 31) -$2.44M | Z-Score -9.2 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $92,627.77 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
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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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, JPMorgan Chase & Co - $5.01M, Alphabet Inc - $4.8M, and iShares Core S&P 500 ETF - $3.95M. 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, Microchip Technology Incorporated - $2.01M, Pfizer Inc - $1.75M, CVS Health Corporation - $1.56M, and AT&T Inc - $1.01M. 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 $41.89M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $2.76M, iShares Core U.S. Aggregate Bond ETF - $2.75M, iShares 0-3 Month Treasury Bond ETF - $2.66M, Verizon Communications Inc - $2.29M, and Janus Henderson Short Duration Income ETF - $2.06M. 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.
