JPM
Justin P. Mason Portfolio
Invests via Keb Asset Management LLC | Managed by Justin P. Mason
Invests via Keb Asset Management LLC
Managed by Justin P. Mason
Automatically Tracked
Justin P. Mason Profile
With a solid background in finance and entrepreneurship, Justin P. Mason has established himself as a notable figure in the investment landscape. He is renowned for his expertise in operational leadership, contributing significantly to the growth of various startups and venture-backed companies. His unique combination of analytical skills and business acumen positions him as an effective catalyst for driving innovation within organizations. Active across multiple sectors, he leverages his insights to identify market opportunities that align with evolving consumer demands, establishing impactful partnerships along the way. Through hands-on involvement in developing sustainable business models, Mason continues to influence emerging markets.
With a solid background in finance and entrepreneurship, Justin P. Mason has established himself as a notable figure in the investment landscape. He is renowned for his expertise in operational leadership, contributing significantly to the growth of various startups and venture-backed companies. His unique combination of analytical skills and business acumen positions him as an effective catalyst for driving innovation within organizations. Active across multiple sectors, he leverages his insights to identify market opportunities that align with evolving consumer demands, establishing impactful partnerships along the way. Through hands-on involvement in developing sustainable business models, Mason continues to influence emerging markets.
Investment Philosophy & Strategy
Growth opportunities drive investment strategies for Justin P. Mason, whose deep-seated expertise in entrepreneurship and operational leadership informs his decision-making. By focusing on sectors poised for expansion, he identifies promising ventures with significant upside potential. His hands-on approach enables him to integrate innovative solutions into established business models while fostering collaboration among diverse teams. This strategic focus on alignment between consumer trends and organizational capabilities enhances his capacity to spot undervalued assets ripe for transformative growth. Ultimately, the entrepreneurial mindset continues to shape his investments as he champions disruptive ideas within dynamic markets.
Growth opportunities drive investment strategies for Justin P. Mason, whose deep-seated expertise in entrepreneurship and operational leadership informs his decision-making. By focusing on sectors poised for expansion, he identifies promising ventures with significant upside potential. His hands-on approach enables him to integrate innovative solutions into established business models while fostering collaboration among diverse teams. This strategic focus on alignment between consumer trends and organizational capabilities enhances his capacity to spot undervalued assets ripe for transformative growth. Ultimately, the entrepreneurial mindset continues to shape his investments as he champions disruptive ideas within dynamic markets.
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:
39.13%
Gain +0.6%
Monthly
0.59%
Yearly
7.29%
Drawdown
17.03%
$579.32M
Equity
Holdings
$579.32M
Investment
$389.68M
$193.43M
Profit +$4.22M
Realized
$3.8M
Unrealized
$189.63M
Dividends
$21.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$4.22M
Win %
88%
This Week
Compared To Last Week
Gain
0.77%
Profit
$4.44M
Win %
88%
This Month
Compared to last month
Gain
0.89%
Profit
$5.1M
Win %
88%
This Year
Compared to last year
Gain
11.27%
Profit
$58.63M
Win %
88%
GEV GE Vernova Inc.
+3.65%
+$12,990.89 
VZ Verizon Communications Inc.
+2.46%
+$4,804.8 
JPM JPMorgan Chase & Co.
+2.3%
+$20,324.33 
USB U.S. Bancorp
+2.27%
+$6,774.01 
TSLA Tesla, Inc.
+1.82%
+$3,516.24 
UNP Union Pacific Corporation
+1.58%
+$8,262 
DE Deere & Company
+1.53%
+$20,430.94 
CAT Caterpillar Inc.
+1.48%
+$16,037.28 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$624,757.93 
ABBV AbbVie Inc.
+1.3%
+$4,063.51 
NEE NextEra Energy, Inc.
+1.3%
+$4,334 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$154,138.5 
JNJ Johnson & Johnson
+1.07%
+$4,222.8 
V Visa Inc. Class A
+1.05%
+$4,021.37 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,471.9 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$94,534.4 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$471,051.9 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$16,249.86 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$500,963.58 
VTV Vanguard Value ETF
+0.94%
+$15,831.43 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$420,327.27 
IWM iShares Russell 2000 ETF
+0.9%
+$5,465.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$9,650.09 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$153,529.98 
PG Procter & Gamble Co
+0.85%
+$1,971.61 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$147,124.21 
GE General Electric Company
+0.81%
+$4,519.78 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$3,499.52 
SO The Southern Company
+0.8%
+$2,702.11 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$22,660.07 
VB Vanguard Small-Cap ETF
+0.73%
+$4,697.73 
UNH UnitedHealth Group Incorporated
+0.72%
+$5,439 
MA Mastercard Incorporated
+0.72%
+$4,585.86 
MO Altria Group, Inc.
+0.71%
+$2,112.93 
AEE Ameren Corporation
+0.71%
+$9,393.23 
AVUS Avantis U.S. Equity ETF
+0.69%
+$5,742.87 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,860.86 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$656,739 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$20,314.4 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$2,258.59 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$5,079 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$42,114.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$28,555.54 
AVDE Avantis International Equity ETF
+0.6%
+$2,178.9 
VGT Vanguard Information Technology ETF
+0.6%
+$2,794.4 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,629.06 
DFIV Dimensional International Value ETF
+0.58%
+$288,196.67 
IVV iShares Core S&P 500 ETF
+0.58%
+$13,093.54 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,268.85 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$5,731.67 
AVRE Avantis Real Estate ETF
+0.55%
+$2,942.94 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$140,666.68 
GOOGL Alphabet Inc
+0.53%
+$5,810.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,590.6 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$13,520.78 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$12,184.02 
DFAW Dimensional World Equity ETF
+0.48%
+$1,887.31 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$36,409.5 
GOOG Alphabet Inc
+0.45%
+$4,748.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$17,110.29 
WMT Walmart Inc.
+0.41%
+$70,321 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$5,043.07 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$34,454.18 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$5,045.44 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$29,311.76 
DUHP Dimensional US High Profitability ETF
+0.39%
+$9,017.44 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$85,510.85 
GD General Dynamics Corporation
+0.35%
+$962.67 
CDNS Cadence Design Systems, Inc.
+0.32%
+$2,454.64 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$5,717.6 
XOM Exxon Mobil Corporation
+0.28%
+$5,115.57 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$1,296.75 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$1,525.48 
BP BP p.l.c. Sponsored ADR
+0.21%
+$873.09 
NVDA NVIDIA Corporation
+0.14%
+$728.09 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$270.53 
MSFT Microsoft Corp.
+0.1%
+$1,296.4 
BSV Vanguard Short-Term Bond ETF
0%
$0 
ESLT Elbit Systems Ltd.
-6.48%
-$16,677.48 
LLY Eli Lilly and Company
-2.41%
-$13,388.05 
PLTR Palantir Technologies Inc.
-2.36%
-$4,168.41 
ABT Abbott Laboratories
-1.68%
-$5,514.52 
HEI-A HEICO Corporation
-1.59%
-$7,058.31 
AAPL Apple Inc.
-1.52%
-$61,119 
MU Micron Technology, Inc.
-1.42%
-$13,617.6 
AMZN Amazon.com Inc
-1.23%
-$8,364.96 
NFLX Netflix, Inc.
-1.14%
-$3,076.44 
IBM International Business Machines Corporation
-0.97%
-$5,366.72 
AVGO Broadcom Inc.
-0.91%
-$1,578.5 
WRB-PH W.R. Berkley Corporation 4.125%
-0.78%
-$1,196.88 
META Meta Platforms Inc Class A
-0.26%
-$6,390.15 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$4,861.08 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$1,201.32 
AVIG Avantis Core Fixed Income ETF
-0.07%
-$231.66 
IBIT iShares Bitcoin Trust
-0.06%
-$180.29 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$397.14 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$594.45 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 963 | Longs Won 718/963 74% | Profit Factor 52.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $274,596.32 | Best Trade (Jun 12) $24.33M | Sharpe Ratio -19.62 |
| Average Loss -$15,207.61 | Worst Trade (Dec 31) -$250,210.29 | Z-Score 25.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $200,866.35 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
