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:
1.17%
Gain
Monthly
0.06%
Yearly
0.76%
Drawdown
19.98%
$183.57M
Equity
Holdings
$183.57M
Investment
$154.99M
$30.07M
Profit -$603,604.35
Realized
$1.5M
Unrealized
$28.57M
Dividends
$5.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$603,604.35
Win %
73%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$228,049.77
Win %
73%
This Month
Compared to last month
Gain
0.06%
Profit
$116,584.81
Win %
73%
This Year
Compared to last year
Gain
7.26%
Profit
$12.43M
Win %
75%
DOW Dow Inc.
+3.04%
+$48,493.43 
GE General Electric Company
+2.89%
+$7,359.92 
MRK Merck & Co., Inc.
+2.54%
+$62,490.69 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$10,391.76 
CSCO Cisco Systems, Inc.
+1.86%
+$8,190.6 
CVX Chevron Corporation
+1.69%
+$60,386.87 
XOM Exxon Mobil Corporation
+1.66%
+$39,202.55 
RTX RTX Corporation
+1.57%
+$5,158.23 
JNJ Johnson & Johnson
+1.53%
+$32,045.98 
LMT Lockheed Martin Corporation
+1.53%
+$31,277.98 
ABBV AbbVie Inc.
+1.36%
+$5,344.05 
SO The Southern Company
+1.31%
+$33,237.54 
VZ Verizon Communications Inc.
+1.23%
+$24,459.84 
ETR Entergy Corporation
+1.09%
+$21,878.75 
PH Parker-Hannifin Corporation
+1.07%
+$4,024.32 
WMT Walmart Inc.
+1.03%
+$6,368.49 
PFE Pfizer Inc.
+0.94%
+$11,506.77 
MMM 3M Company
+0.88%
+$15,547.58 
PG Procter & Gamble Co
+0.74%
+$13,497.12 
DVY iShares Select Dividend ETF
+0.71%
+$28,877.44 
USRT iShares Core U.S. REIT ETF
+0.61%
+$7,045.08 
VNQ Vanguard Real Estate ETF
+0.51%
+$10,831.89 
IDV iShares International Select Dividend ETF
+0.41%
+$5,377.93 
HD The Home Depot, Inc.
+0.39%
+$5,395.61 
EPD Enterprise Products Partners L.P.
+0.38%
+$1,042.69 
SCHP Schwab U.S. TIPS ETF
+0.31%
+$888.34 
CCI Crown Castle Inc.
+0.28%
+$3,939.76 
SCHV Schwab U.S. Large-Cap Value ETF
+0.27%
+$3,826.17 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.24%
+$8,692.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$1,633.46 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$11,332.13 
JPM JPMorgan Chase & Co.
+0.2%
+$5,894.15 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$11,775.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$5,239.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.15%
+$456.96 
VO Vanguard Mid-Cap ETF
+0.15%
+$919.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.14%
+$8,648.64 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$702.85 
VONV Vanguard Russell 1000 Value Index Fund
+0.1%
+$681.26 
SCHM Schwab U.S. Mid-Cap ETF
+0.09%
+$197.31 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$238.28 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$316.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$178.41 
META Meta Platforms Inc Class A
-4.27%
-$12,264.48 
PLTR Palantir Technologies Inc.
-2.6%
-$34,735.97 
INTC Intel Corporation
-2.32%
-$18,281.25 
TSLA Tesla, Inc.
-2.32%
-$18,772.32 
IBM International Business Machines Corporation
-2.23%
-$39,285.17 
MSFT Microsoft Corp.
-2.2%
-$403,044.89 
KO The Coca-Cola Company
-2.18%
-$52,657.89 
GOOG Alphabet Inc
-2.08%
-$11,194.54 
SPEM SPDR Portfolio Emerging Markets ETF
-1.9%
-$16,064.17 
EEM iShares MSCI Emerging Markets ETF
-1.71%
-$57,733.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.7%
-$52,129.52 
IPAC iShares Core MSCI Pacific ETF
-1.48%
-$15,081.44 
NVDA NVIDIA Corporation
-1.41%
-$25,021.48 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$13,102.72 
VONG Vanguard Russell 1000 Growth Fund
-1.3%
-$5,921.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$80,781.36 
CRM Salesforce Inc
-1.05%
-$2,275.17 
IXUS iShares Core International Stock ETF
-1.01%
-$10,476.6 
AAPL Apple Inc.
-0.95%
-$31,081.95 
AVGO Broadcom Inc.
-0.93%
-$8,192.65 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$29,318.92 
EFA iShares MSCI EAFE ETF
-0.74%
-$22,309.21 
AMZN Amazon.com Inc
-0.73%
-$3,034.14 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$30,356.65 
HWC Hancock Whitney Corporation
-0.63%
-$6,335.73 
IVV iShares Core S&P 500 ETF
-0.61%
-$115,624.16 
VOO Vanguard S&P 500 ETF
-0.6%
-$10,549.81 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$1,825.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$5,097.33 
IEUR iShares Core MSCI Europe ETF
-0.41%
-$4,395.8 
RF Regions Financial Corporation
-0.34%
-$928.95 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$4,691.32 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.19%
-$2,306.05 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.18%
-$2,963.88 
MCD McDonald's Corporation
-0.17%
-$2,561.74 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$6,744.87 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.13%
-$3,794.24 
VTWO Vanguard Russell 2000 ETF
-0.08%
-$213.2 
CAT Caterpillar Inc.
-0.07%
-$2,688.94 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.06%
-$1,444.23 
IWM iShares Russell 2000 ETF
-0.05%
-$2,445 Events
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Dividends
Dividend Analysis
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| Trades 438 | Longs Won 326/438 74% | Profit Factor 11.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $247,167.05 |
| Average Win $101,323.25 | Best Trade (Jul 14) $3.15M | Sharpe Ratio -11.63 |
| Average Loss -$26,402.99 | Worst Trade (Jul 10) -$1.68M | Z-Score 11.42 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $68,662.66 |
| 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 | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
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Returns
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Option values are updated at end of day.
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