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:
29.3%
Gain +0.4%
Monthly
1.2%
Yearly
15.45%
Drawdown
14.12%
$195.57M
Equity
Holdings
$195.57M
Investment
$160.37M
$37.19M
Profit +$620,895.64
Realized
$1.99M
Unrealized
$35.2M
Dividends
$6.29M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$620,895.64
Win %
68%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$27,216.87
Win %
68%
This Month
Compared to last month
Gain
1.65%
Profit
$3.18M
Win %
68%
This Year
Compared to last year
Gain
3.86%
Profit
$7.26M
Win %
71%
IONQ IonQ, Inc.
+5%
+$7,892.39 
HD The Home Depot, Inc.
+3.48%
+$47,511.38 
IBM International Business Machines Corporation
+2.21%
+$42,502.32 
MCD McDonald's Corporation
+1.88%
+$28,201.45 
LMT Lockheed Martin Corporation
+1.84%
+$40,531.28 
DOW Dow Inc.
+1.83%
+$29,192.81 
WMT Walmart Inc.
+1.76%
+$11,020.08 
RF Regions Financial Corporation
+1.51%
+$3,420.22 
PFE Pfizer Inc.
+1.33%
+$21,215.61 
CCI Crown Castle Inc.
+1.26%
+$18,912 
HWC Hancock Whitney Corporation
+1.24%
+$11,279.86 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$2,657.37 
MSFT Microsoft Corp.
+1.17%
+$289,124.86 
IEUR iShares Core MSCI Europe ETF
+1.14%
+$11,873.7 
VNQ Vanguard Real Estate ETF
+1.08%
+$21,077.84 
GE General Electric Company
+1.04%
+$2,181.49 
SLYV SPDR S&P 600 Small Cap Value ETF
+1%
+$11,398.45 
GS The Goldman Sachs Group, Inc.
+0.96%
+$1,915.89 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.93%
+$25,100.2 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$2,071.76 
ABBV AbbVie Inc.
+0.91%
+$4,394.7 
USRT iShares Core U.S. REIT ETF
+0.9%
+$9,272.45 
DVY iShares Select Dividend ETF
+0.87%
+$34,347.5 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$16,143.18 
IWM iShares Russell 2000 ETF
+0.78%
+$34,150.87 
VTWO Vanguard Russell 2000 ETF
+0.76%
+$1,854.54 
EFA iShares MSCI EAFE ETF
+0.72%
+$21,603.51 
IDV iShares International Select Dividend ETF
+0.7%
+$8,890.76 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.68%
+$30,816.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$1,913.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$20,470.22 
AGG iShares Core U.S. Aggregate Bond ETF
+0.64%
+$4,699.44 
VONV Vanguard Russell 1000 Value Index Fund
+0.63%
+$4,301.91 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$34,638.12 
MMM 3M Company
+0.6%
+$11,404.68 
IEFA iShares Core MSCI EAFE ETF
+0.6%
+$22,644.08 
IJH iShares Core S&P Mid-Cap ETF
+0.57%
+$25,415.85 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.56%
+$13,320.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.56%
+$34,711.95 
SCHP Schwab U.S. TIPS ETF
+0.55%
+$1,512.98 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.55%
+$20,559.24 
PG Procter & Gamble Co
+0.55%
+$11,265.48 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.55%
+$36,995.32 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.55%
+$9,082.47 
VO Vanguard Mid-Cap ETF
+0.54%
+$3,553.06 
KO The Coca-Cola Company
+0.52%
+$13,841.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$7,439.77 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$1,092.28 
VZ Verizon Communications Inc.
+0.48%
+$9,899.03 
GOOG Alphabet Inc
+0.45%
+$2,211.22 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$1,877.7 
META Meta Platforms Inc Class A
+0.3%
+$826.23 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$608.87 
IXUS iShares Core International Stock ETF
+0.12%
+$1,229.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.11%
+$1,014.12 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$313.4 
VOO Vanguard S&P 500 ETF
+0.04%
+$744.17 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$111.79 
IVV iShares Core S&P 500 ETF
+0.03%
+$6,047.28 
SO The Southern Company
+0.01%
+$275.3 
INTC Intel Corporation
-4.18%
-$33,451.64 
CSCO Cisco Systems, Inc.
-3.93%
-$20,284.86 
AMD Advanced Micro Devices, Inc.
-3.27%
-$9,431.85 
GEV GE Vernova Inc.
-3.01%
-$4,876.21 
CRWD CrowdStrike Holdings, Inc.
-2.99%
-$10,443.99 
CAT Caterpillar Inc.
-2.69%
-$68,874.27 
AVGO Broadcom Inc.
-2.13%
-$18,438.05 
NVDA NVIDIA Corporation
-1.93%
-$36,699.9 
TSLA Tesla, Inc.
-1.88%
-$13,989.53 
XOM Exxon Mobil Corporation
-1.27%
-$36,993.11 
CVX Chevron Corporation
-1.23%
-$53,398.9 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$35,210.37 
IEMG iShares Core MSCI Emerging Markets ETF
-1.02%
-$32,249.1 
ETR Entergy Corporation
-0.68%
-$12,416.48 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$6,535.49 
ASML ASML Holding N.V. New York Registry Shares
-0.62%
-$1,152.48 
PLTR Palantir Technologies Inc.
-0.58%
-$11,313.48 
VONG Vanguard Russell 1000 Growth Fund
-0.42%
-$2,027.65 
SPEM SPDR Portfolio Emerging Markets ETF
-0.38%
-$3,230.18 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$749.76 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.37%
-$24,858 
IPAC iShares Core MSCI Pacific ETF
-0.34%
-$3,614.56 
JPM JPMorgan Chase & Co.
-0.32%
-$10,019.12 
EPD Enterprise Products Partners L.P.
-0.29%
-$755.05 
JNJ Johnson & Johnson
-0.26%
-$5,732.52 
RTX RTX Corporation
-0.25%
-$851.17 
PH Parker-Hannifin Corporation
-0.18%
-$569.94 
AAPL Apple Inc.
-0.18%
-$6,495.52 
MRK Merck & Co., Inc.
-0.18%
-$5,272.54 
AMZN Amazon.com Inc
-0.1%
-$473.82 Events
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Dividends
Dividend Analysis
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No Data
| Trades 517 | Longs Won 370/517 71% | Profit Factor 13.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $325,849.88 |
| Average Win $108,297.6 | Best Trade (Oct 15) $5.35M | Sharpe Ratio -13.18 |
| Average Loss -$19,590.96 | Worst Trade (Oct 14) -$279,596.81 | Z-Score 8.88 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $71,934.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,393 | $2.62M | $3.56M | - | $939,052.89 | 35.86% | -0.182% |
| ABBV AbbVie Inc. | 1,710 | $327,885.43 | $486,187.2 | - | $158,301.77 | 48.28% | +0.912% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,704 | $749,944.01 | $735,192.72 | - | -$14,751.29 | -1.97% | +0.643% |
| AMD Advanced Micro Devices, Inc. | 506 | $293,940 | $279,403.08 | - | -$14,536.92 | -4.95% | -3.265% |
| AMZN Amazon.com Inc | 1,788 | $398,493.38 | $453,821.22 | - | $55,327.84 | 13.88% | -0.104% |
| ASML ASML Holding N.V. New York Registry Shares | 112 | $222,817 | $183,647.52 | - | -$39,169.48 | -17.58% | -0.624% |
| AVGO Broadcom Inc. | 2,495 | $597,992.97 | $845,455.7 | - | $247,462.73 | 41.38% | -2.134% |
| BND Vanguard Total Bond Market Index Fund | 78,723 | $5.69M | $5.58M | - | -$114,631.55 | -2.01% | +0.625% |
| BRK-B Berkshire Hathaway Inc. | 1,138 | $516,362.12 | $600,864 | - | $84,501.88 | 16.36% | +0.313% |
| CAT Caterpillar Inc. | 3,413 | $1.24M | $2.49M | - | $1.24M | 100.02% | -2.694% |
| CCI Crown Castle Inc. | 18,912 | $1.79M | $1.52M | - | -$266,118.29 | -14.9% | +1.26% |
| CRWD CrowdStrike Holdings, Inc. | 1,400 | $267,099 | $338,562 | - | $71,463 | 26.76% | -2.992% |
| CSCO Cisco Systems, Inc. | 4,538 | $302,282.32 | $495,413.46 | - | $193,131.14 | 63.89% | -3.933% |
| CVX Chevron Corporation | 19,632 | $2.9M | $4.31M | - | $1.41M | 48.64% | -1.225% |
| DOW Dow Inc. | 54,566 | $1.64M | $1.62M | - | -$13,518.42 | -0.83% | +1.833% |
| DVY iShares Select Dividend ETF | 25,163 | $3.31M | $3.97M | - | $669,121.04 | 20.24% | +0.872% |
| EEM iShares MSCI Emerging Markets ETF | 51,402 | $2.15M | $3.27M | - | $1.12M | 52.29% | -1.064% |
| EFA iShares MSCI EAFE ETF | 28,998 | $2.2M | $3M | - | $805,387.07 | 36.68% | +0.725% |
| EPD Enterprise Products Partners L.P. | 7,191 | $225,510 | $256,610.83 | - | $31,100.83 | 13.79% | -0.293% |
| ETR Entergy Corporation | 17,488 | $1.38M | $1.82M | - | $438,887.72 | 31.89% | -0.679% |
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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 - $631,127.39, Palantir Technologies Inc - $418,302.33, Microsoft Corp - $384,806.79, and Vanguard Total Bond Market Index Fund - $367,217.67. 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, Vanguard Russell 2000 ETF - $16,127.96, Pilgrim's Pride Corporation - $13,566, and Amazon.com Inc - $7,182.84. 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 $6.29M earned over time. The largest contributors to dividend income include SPDR DoubleLine Total Return Tactical ETF - $619,271.08, Vanguard Total Bond Market Index Fund - $353,292.1, iShares Core S&P 500 ETF - $299,107.96, Microsoft Corp - $284,255.63, and iShares Select Dividend ETF - $235,708.13. 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.
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