JJ
Jason Jager Portfolio
Invests via Inman Jager Wealth Management LLC | Managed by Jason Jager, Christopher Inman
Invests via Inman Jager Wealth Management LLC
Managed by Jason Jager, Christopher Inman
Automatically Tracked
Seasoned growth-stage investor and operator with a track record of sourcing and scaling enterprise software and fintech businesses across North America.
Jason Jager brings experience in investment sourcing, board-level portfolio management and go-to-market scaling, with a focus on unit economics, ARR expansion and capital-efficient growth strategies. He is frequently involved in lead rounds and strategic board work for mid-stage SaaS companies.
Seasoned growth-stage investor and operator with a track record of sourcing and scaling enterprise software and fintech businesses across North America.
Jason Jager brings experience in investment sourcing, board-level portfolio management and go-to-market scaling, with a focus on unit economics, ARR expansion and capital-efficient growth strategies. He is frequently involved in lead rounds and strategic board work for mid-stage SaaS companies.
Investment Philosophy & Strategy
Seasoned growth-stage investor and operator with a track record of sourcing and scaling enterprise software and fintech businesses across North America.
Jason Jager brings experience in investment sourcing, board-level portfolio management and go-to-market scaling, with a focus on unit economics, ARR expansion and capital-efficient growth strategies. He is frequently involved in lead rounds and strategic board work for mid-stage SaaS companies.
Seasoned growth-stage investor and operator with a track record of sourcing and scaling enterprise software and fintech businesses across North America.
Jason Jager brings experience in investment sourcing, board-level portfolio management and go-to-market scaling, with a focus on unit economics, ARR expansion and capital-efficient growth strategies. He is frequently involved in lead rounds and strategic board work for mid-stage SaaS companies.
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:
30.33%
Gain +0.31%
Monthly
1.33%
Yearly
17.23%
Drawdown
14.12%
$196.83M
Equity
Holdings
$196.83M
Investment
$160.37M
$38.45M
Profit +$482,789.78
Realized
$1.99M
Unrealized
$36.46M
Dividends
$5.57M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$482,789.78
Win %
72%
This Week
Compared To Last Week
Gain
0.25%
Profit
$482,789.78
Win %
72%
This Month
Compared to last month
Gain
2.97%
Profit
$5.68M
Win %
72%
This Year
Compared to last year
Gain
4.52%
Profit
$8.52M
Win %
73%
IONQ IonQ, Inc.
+11.88%
+$23,727.44 
PLTR Palantir Technologies Inc.
+10.31%
+$156,828.24 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$9,800 
TSLA Tesla, Inc.
+2.83%
+$18,345.41 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$5,704.87 
NVDA NVIDIA Corporation
+2.28%
+$42,988.76 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$4,115.44 
PFE Pfizer Inc.
+2.1%
+$29,919.45 
INTC Intel Corporation
+1.84%
+$14,994.16 
HD The Home Depot, Inc.
+1.74%
+$28,013.1 
AVGO Broadcom Inc.
+1.65%
+$17,352.68 
IBM International Business Machines Corporation
+1.59%
+$31,370.76 
IPAC iShares Core MSCI Pacific ETF
+1.52%
+$16,078.56 
SCHM Schwab U.S. Mid-Cap ETF
+1.38%
+$3,222.73 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$24,219.92 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$63,998.93 
MMM 3M Company
+1.21%
+$25,113.48 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$11,485.14 
EFA iShares MSCI EAFE ETF
+1.11%
+$34,507.62 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.1%
+$52,388.22 
VTWO Vanguard Russell 2000 ETF
+1.09%
+$2,931.72 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$42,925.37 
IWM iShares Russell 2000 ETF
+1.09%
+$52,230.75 
IXUS iShares Core International Stock ETF
+1.01%
+$10,843.63 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$8,530.98 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.96%
+$27,916.32 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$32,126.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.89%
+$10,949.28 
VONG Vanguard Russell 1000 Growth Fund
+0.88%
+$4,244.8 
JNJ Johnson & Johnson
+0.88%
+$19,251 
LMT Lockheed Martin Corporation
+0.87%
+$21,405.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$1,772.16 
IEUR iShares Core MSCI Europe ETF
+0.86%
+$9,527.4 
CCI Crown Castle Inc.
+0.85%
+$12,009.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$26,840.95 
ABBV AbbVie Inc.
+0.83%
+$3,454.2 
AMZN Amazon.com Inc
+0.8%
+$3,897.82 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$16,000.18 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.72%
+$6,633.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$46,401.71 
VO Vanguard Mid-Cap ETF
+0.67%
+$4,492.4 
ETR Entergy Corporation
+0.67%
+$12,416.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$17,316.78 
GS The Goldman Sachs Group, Inc.
+0.64%
+$1,500.47 
IVV iShares Core S&P 500 ETF
+0.6%
+$117,417.52 
VOO Vanguard S&P 500 ETF
+0.59%
+$10,777.1 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$1,887.84 
VONV Vanguard Russell 1000 Value Index Fund
+0.59%
+$4,027.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$1,314.6 
DVY iShares Select Dividend ETF
+0.52%
+$21,136.74 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$29,753.1 
SCHV Schwab U.S. Large-Cap Value ETF
+0.46%
+$6,802.08 
CSCO Cisco Systems, Inc.
+0.45%
+$2,450.52 
USRT iShares Core U.S. REIT ETF
+0.45%
+$5,057.7 
VNQ Vanguard Real Estate ETF
+0.41%
+$8,603.18 
IDV iShares International Select Dividend ETF
+0.41%
+$5,424.84 
PH Parker-Hannifin Corporation
+0.38%
+$1,307.3 
JPM JPMorgan Chase & Co.
+0.33%
+$11,058.93 
META Meta Platforms Inc Class A
+0.33%
+$725.78 
HWC Hancock Whitney Corporation
+0.32%
+$3,168.5 
AAPL Apple Inc.
+0.29%
+$9,561.56 
KO The Coca-Cola Company
+0.24%
+$5,973.7 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$11,808.45 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.18%
+$7,116.66 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$1,348.2 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$486.31 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.17%
+$514.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$5,564.72 
MRK Merck & Co., Inc.
+0.16%
+$4,056 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$560.16 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.13%
+$9,023.25 
VZ Verizon Communications Inc.
+0.13%
+$2,762.47 
RF Regions Financial Corporation
+0.13%
+$337.8 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.12%
+$363.53 
MSFT Microsoft Corp.
+0.01%
+$1,387.61 
DOW Dow Inc.
-3.17%
-$52,383.36 
CAT Caterpillar Inc.
-1.72%
-$50,273.63 
CVX Chevron Corporation
-1.42%
-$52,613.76 
XOM Exxon Mobil Corporation
-1.22%
-$31,225.65 
GE General Electric Company
-1.2%
-$3,087 
AMD Advanced Micro Devices, Inc.
-1.19%
-$2,934.79 
GEV GE Vernova Inc.
-1.02%
-$1,750.96 
GOOG Alphabet Inc
-0.91%
-$4,593.05 
PG Procter & Gamble Co
-0.82%
-$15,877.08 
EPD Enterprise Products Partners L.P.
-0.72%
-$1,977.52 
MCD McDonald's Corporation
-0.64%
-$11,186.18 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$3,197.78 
WMT Walmart Inc.
-0.22%
-$1,350.5 
SO The Southern Company
-0.21%
-$5,506 
RTX RTX Corporation
-0.12%
-$488.97 Events
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Dividends
Dividend Analysis
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| Trades 517 | Longs Won 381/517 73% | Profit Factor 17.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,125.17 |
| Average Win $107,027.17 | Best Trade (Sep 01) $3.88M | Sharpe Ratio -13.18 |
| Average Loss -$17,131.06 | Worst Trade (Aug 19) -$234,279.9 | Z-Score 11.71 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $74,366.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,393 | $2.62M | $3.26M | - | $637,603.93 | 24.35% | +0.294% |
| ABBV AbbVie Inc. | 1,710 | $327,885.43 | $420,471.9 | - | $92,586.47 | 28.24% | +0.828% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,704 | $749,944.01 | $751,948.92 | - | $2,004.91 | 0.27% | +0.18% |
| AMD Advanced Micro Devices, Inc. | 506 | $293,940 | $244,640.89 | - | -$49,299.11 | -16.77% | -1.185% |
| AMZN Amazon.com Inc | 1,788 | $398,493.38 | $490,698.72 | - | $92,205.34 | 23.14% | +0.801% |
| ASML ASML Holding N.V. New York Registry Shares | 112 | $222,817 | $195,004.88 | - | -$27,812.12 | -12.48% | +2.156% |
| AVGO Broadcom Inc. | 2,495 | $597,992.97 | $1.07M | - | $468,681.88 | 78.38% | +1.654% |
| BND Vanguard Total Bond Market Index Fund | 78,723 | $5.69M | $5.7M | - | $8,176.33 | 0.14% | +0.208% |
| BRK-B Berkshire Hathaway Inc. | 1,138 | $516,362.12 | $593,808.4 | - | $77,446.28 | 15% | -0.536% |
| CAT Caterpillar Inc. | 3,413 | $1.24M | $2.87M | - | $1.63M | 131.16% | -1.719% |
| CCI Crown Castle Inc. | 18,912 | $1.79M | $1.43M | - | -$357,368.69 | -20.01% | +0.848% |
| CRWD CrowdStrike Holdings, Inc. | 1,400 | $267,099 | $300,146 | - | $33,047 | 12.37% | +3.375% |
| CSCO Cisco Systems, Inc. | 4,538 | $302,282.32 | $551,003.96 | - | $248,721.64 | 82.28% | +0.447% |
| CVX Chevron Corporation | 19,632 | $2.9M | $3.66M | - | $765,584.04 | 26.43% | -1.416% |
| DOW Dow Inc. | 54,566 | $1.64M | $1.6M | - | -$34,526.33 | -2.11% | -3.168% |
| DVY iShares Select Dividend ETF | 25,163 | $3.31M | $4.07M | - | $768,640.71 | 23.25% | +0.522% |
| EEM iShares MSCI Emerging Markets ETF | 51,402 | $2.15M | $3.37M | - | $1.22M | 56.93% | +0.961% |
| EFA iShares MSCI EAFE ETF | 28,998 | $2.2M | $3.15M | - | $951,971.96 | 43.35% | +1.108% |
| EPD Enterprise Products Partners L.P. | 7,191 | $225,510 | $271,640.02 | - | $46,130.02 | 20.46% | -0.723% |
| ETR Entergy Corporation | 17,488 | $1.38M | $1.87M | - | $498,521.8 | 36.22% | +0.667% |
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FAQ
Which stocks have generated the highest profits for Jason Jager?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $756,201.06, SPDR DoubleLine Total Return Tactical ETF - $568,332.79, Palantir Technologies Inc - $418,302.33, Vanguard Total Bond Market Index Fund - $347,308.62, and Microsoft Corp - $342,743.86. 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: Salesforce Inc - $180,281.6, Oklo Inc - $79,740, Dow Inc - $21,663.38, Vanguard Russell 2000 ETF - $16,996.37, and Pilgrim's Pride Corporation - $13,566. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Jager's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.57M earned over time. The largest contributors to dividend income include SPDR DoubleLine Total Return Tactical ETF - $556,476.48, Vanguard Total Bond Market Index Fund - $333,383.05, iShares Core S&P 500 ETF - $243,608.8, Microsoft Corp - $242,192.7, and iShares Select Dividend ETF - $202,266.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Jager's monthly returns?
Jason Jager's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jason Jager's strategy be considered aggressive or moderate?
Jason Jager'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 Jason Jager's strategy?
Jason Jager'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.
