Matthew C. Jessup Portfolio
Invests via Jessup Wealth Management Inc. | Managed by Matthew C. Jessup, Mark McEvily
Invests via Jessup Wealth Management Inc.
Managed by Matthew C. Jessup, Mark McEvily
Automatically Tracked
Matthew C. Jessup Profile
Matthew C. Jessup has established himself as a prominent figure in the realm of financial advisory and investment operations. With extensive experience in managing diverse portfolios and cultivating client relationships, he plays a pivotal role in guiding investment strategies that align with market opportunities. His leadership extends to various ventures, where his insights contribute significantly to organizational growth and innovation. As a skilled professional adept at navigating complex financial landscapes, Jessup's contributions resonate within both corporate finance spheres and private wealth management sectors.
Matthew C. Jessup has established himself as a prominent figure in the realm of financial advisory and investment operations. With extensive experience in managing diverse portfolios and cultivating client relationships, he plays a pivotal role in guiding investment strategies that align with market opportunities. His leadership extends to various ventures, where his insights contribute significantly to organizational growth and innovation. As a skilled professional adept at navigating complex financial landscapes, Jessup's contributions resonate within both corporate finance spheres and private wealth management sectors.
Investment Philosophy & Strategy
With a robust entrepreneurial mindset, Matthew C. Jessup leverages his extensive background in financial services to identify high-potential investment opportunities. His strategic approach is characterized by a focus on operational efficiency and innovation, enabling the cultivation of dynamic investment strategies tailored to unique market conditions. By prioritizing client-centric solutions, he excels at developing customized frameworks that address evolving financial needs. This orientation towards sustainable growth fuels his commitment to enhancing value creation across varied sectors.
With a robust entrepreneurial mindset, Matthew C. Jessup leverages his extensive background in financial services to identify high-potential investment opportunities. His strategic approach is characterized by a focus on operational efficiency and innovation, enabling the cultivation of dynamic investment strategies tailored to unique market conditions. By prioritizing client-centric solutions, he excels at developing customized frameworks that address evolving financial needs. This orientation towards sustainable growth fuels his commitment to enhancing value creation across varied sectors.
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:
94.45%
Gain -0.57%
Monthly
2.05%
Yearly
27.61%
Drawdown
22.44%
$329.1M
Equity
Holdings
$329.1M
Investment
$207.88M
$177.47M
Profit -$1.62M
Realized
$56.26M
Unrealized
$121.21M
Dividends
$9.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.62M
Win %
77%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$3.9M
Win %
77%
This Month
Compared to last month
Gain
-2.29%
Profit
-$7.72M
Win %
77%
This Year
Compared to last year
Gain
20.24%
Profit
$55.4M
Win %
87%
SNDK SanDisk Corporation
+9.98%
+$127,270.43 
MU Micron Technology, Inc.
+7.33%
+$1.04M 
AMAT Applied Materials, Inc.
+6.49%
+$84,893.72 
AMD Advanced Micro Devices, Inc.
+4.55%
+$1.08M 
CQQQ Invesco China Technology ETF
+3.91%
+$265,819.98 
TSLA Tesla, Inc.
+2.16%
+$209,324.83 
UNH UnitedHealth Group Incorporated
+2.1%
+$245,560.27 
XLK State Street Technology Select Sector SPDR ETF
+1.89%
+$134,542.59 
F Ford Motor Company
+1.72%
+$2,802.72 
MRK Merck & Co., Inc.
+1.59%
+$124,629.12 
CAT Caterpillar Inc.
+1.59%
+$9,425.65 
NUE Nucor Corporation
+1.41%
+$35,983.89 
UPS United Parcel Service, Inc.
+1.35%
+$9,912.87 
ARKF Ark Fintech Innovation ETF
+1.33%
+$7,301.8 
GLD SPDR Gold Shares
+1.17%
+$2,928.29 
GS The Goldman Sachs Group, Inc.
+1.15%
+$23,307.01 
NVDA NVIDIA Corporation
+1.06%
+$293,693.04 
XBI SPDR S&P Biotech ETF
+1.06%
+$13,787.2 
VEU Vanguard FTSE All-World ex-US ETF
+1.03%
+$2,494.8 
XOM Exxon Mobil Corporation
+1%
+$3,808.44 
JPM JPMorgan Chase & Co.
+0.89%
+$52,584.7 
ULTA Ulta Beauty Inc.
+0.83%
+$1,762.05 
GE General Electric Company
+0.71%
+$1,823.82 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.7%
+$3,081 
LLY Eli Lilly and Company
+0.66%
+$6,772.88 
GNRC Generac Holdings Inc.
+0.63%
+$3,377.7 
VXF Vanguard Extended Market ETF
+0.53%
+$52,506.25 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$6,867.85 
VOO Vanguard S&P 500 ETF
+0.41%
+$5,856.17 
IWM iShares Russell 2000 ETF
+0.4%
+$11,715.04 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.34%
+$2,953.95 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.28%
+$5,073.32 
MAR Marriott International Inc. - Class A
+0.27%
+$1,962.16 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.2%
+$911.79 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$1,995.65 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.16%
+$1,105.68 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.13%
+$643.51 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.11%
+$290.05 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$414.18 
KKR KKR & Co. Inc.
+0.02%
+$170.14 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$51.26 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$115.12 
SHV iShares Short Treasury Bond ETF
0%
+$11.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ARHS Arhaus, Inc.
-2.81%
-$11,626.23 
BABA Alibaba Group Holding Limited SP ADR
-2.11%
-$160,190.18 
TMUS T-Mobile US, Inc.
-2.06%
-$205,747.62 
PANW Palo Alto Networks, Inc.
-1.63%
-$13,610.48 
CRWD CrowdStrike Holdings, Inc.
-1.62%
-$57,522.26 
TMO Thermo Fisher Scientific Inc.
-1.58%
-$5,933.33 
SHW The Sherwin-Williams Company
-1.36%
-$9,987.27 
AMZN Amazon.com Inc
-1.11%
-$424,016.51 
COST Costco Wholesale Corporation
-1%
-$103,155.49 
CSX CSX Corporation
-0.94%
-$65,208.74 
MCD McDonald's Corporation
-0.93%
-$2,609.53 
PG Procter & Gamble Co
-0.92%
-$41,641.15 
V Visa Inc. Class A
-0.91%
-$13,165.06 
AAPL Apple Inc.
-0.84%
-$243,051.7 
SNA Snap-on Inc.
-0.76%
-$3,011.43 
GOOG Alphabet Inc
-0.74%
-$2,545.4 
GOOGL Alphabet Inc
-0.71%
-$133,400.1 
IGV iShares Expanded Tech-Software Sector ETF
-0.63%
-$2,799.81 
PLTR Palantir Technologies Inc.
-0.62%
-$2,175.46 
CINF Cincinnati Financial Corporation
-0.61%
-$12,657.7 
DUK Duke Energy Corporation
-0.6%
-$1,534.91 
MSFT Microsoft Corp.
-0.55%
-$66,702.42 
BRK-B Berkshire Hathaway Inc.
-0.53%
-$7,718.2 
WMT Walmart Inc.
-0.53%
-$1,118.05 
CAOS Alpha Architect Tail Risk ETF
-0.33%
-$798.3 
KO The Coca-Cola Company
-0.29%
-$779.04 
IEF iShares 7-10 Year Treasury Bond ETF
-0.25%
-$27,542.47 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$842.01 
BSJV Invesco BulletShares 2031 High Yield Fund
-0.1%
-$798.15 
JNJ Johnson & Johnson
-0.09%
-$1,631.71 
BA Boeing Company
-0.07%
-$471 
JNK SPDR Bloomberg High Yield Bond ETF
-0.07%
-$8,760.9 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$18.84 Events
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Dividends
Dividend Analysis
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| Trades 1142 | Longs Won 570/1142 49% | Profit Factor 11.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $850,496.74 |
| Average Win $339,753.28 | Best Trade (Jul 24) $15.56M | Sharpe Ratio -10.53 |
| Average Loss -$28,301.48 | Worst Trade (Dec 30) -$2.31M | Z-Score -13.65 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $155,403.61 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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 Matthew C. Jessup?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.9M, Advanced Micro Devices, Inc - $6.41M, Micron Technology, Inc - $5.42M, Apple Inc - $4.86M, and Amazon.com Inc - $4.3M. 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: Elastic N.V - $2.1M, UnitedHealth Group Incorporated - $1.78M, Block, Inc - $1.73M, Bank of America Corporation - $570,604.89, and Vulcan Materials Company - $477,645.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew C. Jessup's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.82M earned over time. The largest contributors to dividend income include SPDR Bloomberg High Yield Bond ETF - $2.21M, iShares 7-10 Year Treasury Bond ETF - $558,406.77, Procter & Gamble Co - $480,137.3, Star Bulk Carriers Corp - $451,974.87, and CME Group Inc - $384,680.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew C. Jessup's monthly returns?
Matthew C. Jessup's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Matthew C. Jessup's strategy be considered aggressive or moderate?
Matthew C. Jessup's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew C. Jessup's strategy?
Matthew C. Jessup's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
