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:
149.49%
Gain +1.57%
Monthly
1.68%
Yearly
22.12%
Drawdown
29.25%
$631.77M
Equity
Holdings
$631.77M
Investment
$430.38M
$205.54M
Profit +$4.02M
Realized
$4.14M
Unrealized
$201.4M
Dividends
$24.47M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.57%
Profit
$4.02M
Win %
85%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$7.61M
Win %
85%
This Month
Compared to last month
Gain
-0.05%
Profit
-$333,636.58
Win %
85%
This Year
Compared to last year
Gain
2.71%
Profit
$16.67M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$97,848.93 
GOOG Alphabet Inc
+6.88%
+$68,174.96 
GOOGL Alphabet Inc
+6.73%
+$74,151 
VRT Vertiv Holdings Co
+6.18%
+$7,780.72 
META Meta Platforms Inc Class A
+3.28%
+$78,304.68 
MSFT Microsoft Corp.
+3.02%
+$44,905.11 
NVDA NVIDIA Corporation
+2.93%
+$15,057.29 
ESLT Elbit Systems Ltd.
+2.89%
+$6,398.58 
EVR Evercore Inc.
+2.46%
+$123.04 
CVX Chevron Corporation
+2.35%
+$2,287.12 
BP BP p.l.c. Sponsored ADR
+2.26%
+$9,813 
EOG EOG Resources, Inc.
+2.19%
+$101.76 
CDNS Cadence Design Systems, Inc.
+2.16%
+$14,407.16 
CSCO Cisco Systems, Inc.
+2.14%
+$4,692.33 
JBL Jabil Inc.
+2.12%
+$1,932.88 
OXY Occidental Petroleum Corporation
+2%
+$486.08 
JCI Johnson Controls International plc
+1.93%
+$5.56 
ITT Itt Inc.
+1.54%
+$38.74 
VZ Verizon Communications Inc.
+1.52%
+$2,912 
LMT Lockheed Martin Corporation
+1.5%
+$1,527.51 
PH Parker-Hannifin Corporation
+1.43%
+$96.18 
GE General Electric Company
+1.42%
+$8,193.87 
WFC Wells Fargo & Company
+1.19%
+$518.16 
AMAT Applied Materials, Inc.
+1.18%
+$1,764.11 
ITW Illinois Tool Works Inc.
+1.15%
+$1,472.25 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$5,866.25 
UNP Union Pacific Corporation
+0.92%
+$5,190.5 
SCHW Charles Schwab Corporation
+0.87%
+$834.47 
IBM International Business Machines Corporation
+0.86%
+$3,166.75 
GEV GE Vernova Inc.
+0.85%
+$3,166.11 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,101.81 
AEE Ameren Corporation
+0.79%
+$10,412.02 
TSLA Tesla, Inc.
+0.76%
+$1,345.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,913.92 
CAT Caterpillar Inc.
+0.7%
+$6,826.67 
BMY Bristol-Myers Squibb Company
+0.69%
+$270 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$179,303.36 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,500.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,246.14 
PLTR Palantir Technologies Inc.
+0.65%
+$1,075.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,886 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,875.89 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$5,951.18 
AVUS Avantis U.S. Equity ETF
+0.57%
+$5,075.28 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$38,939.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$25,022.12 
GM General Motors Company
+0.52%
+$1.38 
PSX Phillips 66
+0.51%
+$231.12 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$82.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$32,836.69 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,576.2 
HEI.A Heico Corporation
+0.44%
+$1,979.78 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$103,883.68 
PFE Pfizer Inc.
+0.4%
+$108.4 
RTX RTX Corporation
+0.39%
+$1,293.6 
AVGO Broadcom Inc.
+0.37%
+$649.44 
PG Procter & Gamble Co
+0.37%
+$832.63 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,860.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$382,950.88 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,804.27 
GD General Dynamics Corporation
+0.32%
+$1,176.08 
JPM JPMorgan Chase & Co.
+0.27%
+$2,638.58 
AMP Ameriprise Financial, Inc.
+0.25%
+$23.46 
DFAW Dimensional World Equity ETF
+0.22%
+$1,488.06 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$108,039.6 
SO The Southern Company
+0.21%
+$720.8 
JNJ Johnson & Johnson
+0.21%
+$870.26 
USB U.S. Bancorp
+0.17%
+$559.67 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$5,181.32 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,994.57 
C Citigroup Inc.
+0.1%
+$24.83 
WMT Walmart Inc.
+0.09%
+$14,061.98 
ABT Abbott Laboratories
+0.09%
+$363.51 
SOXX iShares Semiconductor ETF
+0.07%
+$132.84 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$20,283.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$324,473.16 
EIX Edison International
-6.81%
-$5.36 
LIN Linde plc
-5.95%
-$6,021.74 
MU Micron Technology, Inc.
-5.9%
-$47,293.03 
IBIT iShares Bitcoin Trust
-2.89%
-$9,555.9 
QCOM QUALCOMM Incorporated
-2.63%
-$111.72 
ABBV AbbVie Inc.
-2.51%
-$13,884.62 
PCG PG&E Corporation
-2.25%
-$2.4 
NFLX Netflix, Inc.
-2%
-$4,502.64 
LVS Las Vegas Sands Corp.
-1.97%
-$294 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$378.84 
UNH UnitedHealth Group Incorporated
-1.68%
-$13,079.52 
SNOW Snowflake Inc.
-1.62%
-$33.74 
LRCX Lam Research Corporation
-1.58%
-$1,814.2 
SRE Sempra
-1.15%
-$2.06 
NEE NextEra Energy, Inc.
-1.15%
-$3,963.24 
WRB W.R. Berkley Corporation
-1.15%
-$8,378.16 
DE Deere & Company
-1.13%
-$15,905.18 
INTC Intel Corporation
-1.02%
-$1,004.4 
XOM Exxon Mobil Corporation
-0.97%
-$18,953.64 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$171.08 
AVRE Avantis Real Estate ETF
-0.75%
-$4,275.35 
MA Mastercard Incorporated
-0.74%
-$5,329.51 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$8,995.8 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$48,641.67 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,331.88 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$13,269.3 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$60,813.72 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$2,045.52 
COF Capital One Financial Corporation
-0.54%
-$12.43 
LLY Eli Lilly and Company
-0.53%
-$2,917.88 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$15,302.41 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$93,645.2 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$18,524.1 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$100,422 
IWM iShares Russell 2000 ETF
-0.47%
-$2,899.52 
DFIV Dimensional International Value ETF
-0.47%
-$256,590.99 
AVDE Avantis International Equity ETF
-0.46%
-$2,129.82 
PEP PepsiCo, Inc.
-0.46%
-$197.12 
HD The Home Depot, Inc.
-0.42%
-$84.79 
VGT Vanguard Information Technology ETF
-0.38%
-$1,714.84 
CL Colgate-Palmolive Company
-0.33%
-$63.3 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,223.04 
VTV Vanguard Value ETF
-0.27%
-$4,629.06 
DUHP Dimensional US High Profitability ETF
-0.27%
-$7,462.29 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$4,451.94 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$810.81 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$116,963.67 
VB Vanguard Small-Cap ETF
-0.22%
-$1,220.3 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$8,646.72 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,710.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,099.52 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$16,822.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$9,596 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$75,353.96 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$239.22 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$961.71 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$409.82 
V Visa Inc. Class A
-0.04%
-$168.55 Events
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Dividends
Dividend Analysis
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| Trades 1076 | Longs Won 807/1076 75% | Profit Factor 43.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $260,674.92 | Best Trade (Aug 14) $27.73M | Sharpe Ratio -13.87 |
| Average Loss -$17,939.04 | Worst Trade (Sep 14) -$259,230.73 | Z-Score 25.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 5d | Expectancy $191,021.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,233 | $2.46M | $4.09M | - | $1.63M | 66.17% | -7.354% |
| ABBV AbbVie Inc. | 2,146 | $397,265.61 | $538,517.24 | - | $141,251.63 | 35.56% | -2.513% |
| ABT Abbott Laboratories | 4,039 | $505,423.49 | $426,922.3 | - | -$78,501.19 | -15.53% | +0.085% |
| AEE Ameren Corporation | 12,107 | $1.07M | $1.33M | - | $256,982.59 | 24.02% | +0.791% |
| AMAT Applied Materials, Inc. | 299 | $216,177 | $151,793.33 | - | -$64,383.67 | -29.78% | +1.176% |
| AMP Ameriprise Financial, Inc. | 17 | $7,798.92 | $9,279.28 | - | $1,480.36 | 18.98% | +0.253% |
| AMZN Amazon.com Inc | 2,712 | $510,894.82 | $736,524.93 | - | $225,630.11 | 44.16% | +15.321% |
| AVDE Avantis International Equity ETF | 5,071 | $341,541.35 | $462,525.91 | - | $120,984.56 | 35.42% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 200,844 | $16.45M | $21.02M | - | $4.57M | 27.77% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 33,273 | $2.32M | $2.98M | - | $656,363.69 | 28.27% | +0.101% |
| AVGO Broadcom Inc. | 451 | $156,091.1 | $175,565.28 | - | $19,474.18 | 12.48% | +0.371% |
| AVIG Avantis Core Fixed Income ETF | 7,722 | $319,613.58 | $314,825.94 | - | -$4,787.64 | -1.5% | -0.257% |
| AVLV Avantis U.S. Large Cap Value ETF | 39,856 | $2.86M | $3.67M | - | $815,549.91 | 28.54% | +0.141% |
| AVRE Avantis Real Estate ETF | 11,555 | $503,249.2 | $562,728.5 | - | $59,479.3 | 11.82% | -0.754% |
| AVUS Avantis U.S. Equity ETF | 7,049 | $678,386.14 | $899,452.4 | - | $221,066.26 | 32.59% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 507,078 | $51.37M | $63.53M | - | $12.16M | 23.67% | +0.032% |
| BMY Bristol-Myers Squibb Company | 600 | $34,572 | $39,186 | - | $4,614 | 13.35% | +0.694% |
| BP BP p.l.c. Sponsored ADR | 9,813 | $277,302.2 | $443,743.86 | - | $166,441.66 | 60.02% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 1,538 | $495,564.35 | $786,748.52 | - | $291,184.17 | 58.76% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 3,987 | $322,269.21 | $309,311.46 | - | -$12,957.75 | -4.02% | -0.077% |
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FAQ
Which stocks have generated the highest profits for Justin P. Mason?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $4.28M, EA Bridgeway Omni Small-Cap Value Fund - $3.16M, Dimensional U.S. Core Equity 2 ETF - $2.98M, Dimensional US Marketwide Value ETF - $2.58M, and Dimensional US Targeted Value ETF - $2.34M. 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: Vanguard FTSE Emerging Markets ETF - $110,046.45, iShares MSCI Emerging Markets ex China ETF - $98,903.03, Pfizer Inc - $79,065.37, iShares Core S&P Total U.S. Stock Market ETF - $68,766.35, and QUALCOMM Incorporated - $58,446.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin P. Mason's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.47M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $4.43M, Dimensional U.S. Core Equity 2 ETF - $3.15M, Dimensional US Targeted Value ETF - $2.15M, Dimensional US Marketwide Value ETF - $2.13M, and EA Bridgeway Omni Small-Cap Value Fund - $1.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin P. Mason's monthly returns?
Justin P. Mason'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 Justin P. Mason's strategy be considered aggressive or moderate?
Justin P. Mason'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 Justin P. Mason's strategy?
Justin P. Mason'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.
