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:
130.92%
Gain +0.86%
Monthly
1.63%
Yearly
21.47%
Drawdown
29.24%
$617.63M
Equity
Holdings
$617.63M
Investment
$430.38M
$191.92M
Profit +$2.11M
Realized
$4.66M
Unrealized
$187.25M
Dividends
$23.96M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$2.11M
Win %
84%
This Week
Compared To Last Week
Gain
0.02%
Profit
$115,443.99
Win %
84%
This Month
Compared to last month
Gain
0.41%
Profit
$2.53M
Win %
84%
This Year
Compared to last year
Gain
0.41%
Profit
$2.53M
Win %
85%
MU Micron Technology, Inc.
+4.57%
+$35,549.96 
INTC Intel Corporation
+3.71%
+$3,812.4 
AVGO Broadcom Inc.
+3.05%
+$5,107.57 
PLTR Palantir Technologies Inc.
+2.79%
+$4,959.36 
SNOW Snowflake Inc.
+2.75%
+$51.66 
ESLT Elbit Systems Ltd.
+2.66%
+$5,555.4 
GEV GE Vernova Inc.
+2.22%
+$8,949.69 
IBIT iShares Bitcoin Trust
+2.19%
+$7,166.93 
MSFT Microsoft Corp.
+2.04%
+$26,540.85 
GOOG Alphabet Inc
+1.97%
+$20,271.44 
JBL Jabil Inc.
+1.94%
+$1,725.68 
PSX Phillips 66
+1.88%
+$832.46 
GOOGL Alphabet Inc
+1.83%
+$20,988 
ABT Abbott Laboratories
+1.73%
+$7,027.86 
SOXX iShares Semiconductor ETF
+1.66%
+$3,202.92 
VRT Vertiv Holdings Co
+1.63%
+$2,610.16 
RTX RTX Corporation
+1.57%
+$4,681.6 
CVX Chevron Corporation
+1.49%
+$1,416.8 
AMZN Amazon.com Inc
+1.37%
+$9,166.56 
TTWO Take-Two Interactive Software, Inc.
+1.31%
+$259.98 
IBM International Business Machines Corporation
+1.31%
+$4,609.24 
OXY Occidental Petroleum Corporation
+1.22%
+$291.43 
WRB W.R. Berkley Corporation
+1.22%
+$8,677.38 
EOG EOG Resources, Inc.
+1.1%
+$49.12 
XOM Exxon Mobil Corporation
+1.07%
+$19,573.04 
LVS Las Vegas Sands Corp.
+1.06%
+$144 
SCHW Charles Schwab Corporation
+1.04%
+$972.02 
V Visa Inc. Class A
+1.04%
+$4,478.88 
GD General Dynamics Corporation
+0.97%
+$3,460.77 
NVDA NVIDIA Corporation
+0.87%
+$4,641.12 
VGT Vanguard Information Technology ETF
+0.83%
+$3,748.72 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$3,295.5 
CDNS Cadence Design Systems, Inc.
+0.73%
+$4,802.42 
LMT Lockheed Martin Corporation
+0.64%
+$577.02 
VONG Vanguard Russell 1000 Growth Fund
+0.59%
+$1,519.13 
MA Mastercard Incorporated
+0.57%
+$3,899.94 
BP BP p.l.c. Sponsored ADR
+0.56%
+$2,306.05 
AVEM Avantis Emerging Markets Equity ETF
+0.56%
+$16,636.5 
DFAE Dimensional Emerging Core Equity Market ETF
+0.49%
+$35,734.04 
MGK Vanguard Mega Cap Growth ETF
+0.43%
+$2,284.75 
META Meta Platforms Inc Class A
+0.37%
+$10,629.6 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.32%
+$77,912.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.26%
+$848.32 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$2,194.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$9,415.54 
DFUS Dimensional U.S. Equity Market ETF
+0.19%
+$49,628.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$1,472.4 
IVV iShares Core S&P 500 ETF
+0.17%
+$4,443.33 
PCG PG&E Corporation
+0.17%
+$0.18 
COF Capital One Financial Corporation
+0.16%
+$3.74 
C Citigroup Inc.
+0.15%
+$38.2 
USB U.S. Bancorp
+0.15%
+$483.36 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$907.42 
IWV ISHARES RUSSELL 3000 ETF
+0.12%
+$1,231.69 
QCOM QUALCOMM Incorporated
+0.11%
+$5.32 
AVUS Avantis U.S. Equity ETF
+0.11%
+$986.86 
AMAT Applied Materials, Inc.
+0.11%
+$167.44 
DFAU Dimensional US Core Equity Market ETF
+0.09%
+$6,258.06 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$59,836.07 
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$27,009.9 
DFLV Dimensional US Large Cap Value ETF
+0.01%
+$69.39 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$102.45 
G2004J103
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.69%
-$118,567.55 
NFLX Netflix, Inc.
-2.23%
-$4,733.94 
PEP PepsiCo, Inc.
-1.98%
-$834.68 
TSLA Tesla, Inc.
-1.96%
-$4,257.89 
DE Deere & Company
-1.95%
-$27,237.65 
ITW Illinois Tool Works Inc.
-1.9%
-$2,379.74 
HD The Home Depot, Inc.
-1.89%
-$390.4 
GE General Electric Company
-1.76%
-$10,002.06 
WMT Walmart Inc.
-1.75%
-$281,234 
LLY Eli Lilly and Company
-1.73%
-$9,699.67 
EVR Evercore Inc.
-1.71%
-$93.6 
CL Colgate-Palmolive Company
-1.66%
-$324.94 
CAT Caterpillar Inc.
-1.56%
-$16,567.02 
UNP Union Pacific Corporation
-1.47%
-$8,611.92 
SRE Sempra
-1.41%
-$2.6 
LRCX Lam Research Corporation
-1.4%
-$1,686.82 
PNC The PNC Financial Services Group, Inc.
-1.3%
-$233.59 
JNJ Johnson & Johnson
-1.29%
-$5,361.15 
WFC Wells Fargo & Company
-1.07%
-$477.52 
HEI.A Heico Corporation
-1.01%
-$4,415.05 
NEE NextEra Energy, Inc.
-0.97%
-$3,374.64 
AEE Ameren Corporation
-0.91%
-$12,228.07 
PFE Pfizer Inc.
-0.78%
-$211.38 
GM General Motors Company
-0.78%
-$1.77 
ITT Itt Inc.
-0.69%
-$17.29 
PH Parker-Hannifin Corporation
-0.68%
-$45.01 
PG Procter & Gamble Co
-0.65%
-$1,539.58 
SO The Southern Company
-0.58%
-$1,982.2 
DFIV Dimensional International Value ETF
-0.51%
-$270,846.04 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$246,612.96 
JPM JPMorgan Chase & Co.
-0.51%
-$4,856.11 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$18,524.1 
MRSH Marsh & McLennan Companies, Inc.
-0.47%
-$80.84 
DISV Dimensional International Small Cap Equity Fund
-0.46%
-$80,875.4 
DFSV Dimensional US Small Cap Value ETF
-0.46%
-$61,473.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$4,789.57 
AVRE Avantis Real Estate ETF
-0.43%
-$2,426.55 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.43%
-$5,179.4 
DFAI Dimensional International Core Equity Market ETF
-0.42%
-$31,526.78 
EFV iShares MSCI EAFE Value ETF
-0.42%
-$11,743.71 
IVLU iShares MSCI International Value Factor ETF
-0.41%
-$1,491.53 
AVDE Avantis International Equity ETF
-0.41%
-$1,850.91 
ABBV AbbVie Inc.
-0.4%
-$2,188.92 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$2,509.74 
JCI Johnson Controls International plc
-0.36%
-$1.02 
DFIC Dimensional International Core Equity Market ETF
-0.34%
-$34,553.25 
AVIG Avantis Core Fixed Income ETF
-0.33%
-$1,061.78 
BMY Bristol-Myers Squibb Company
-0.31%
-$114 
CSCO Cisco Systems, Inc.
-0.3%
-$656.54 
LIN Linde plc
-0.3%
-$308.45 
DFAS Dimensional U.S. Small Cap ETF
-0.29%
-$28,238.07 
EIX Edison International
-0.29%
-$0.23 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,223.04 
UNH UnitedHealth Group Incorporated
-0.27%
-$2,146.02 
DIHP Dimensional International High Profitability Portfolio
-0.27%
-$5,428.35 
DUHP Dimensional US High Profitability ETF
-0.27%
-$7,462.29 
IWD iShares Russell 1000 Value ETF
-0.25%
-$894.6 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.25%
-$13,914.2 
AVUV Avantis U.S. Small Cap Value ETF
-0.19%
-$119,163.33 
VTV Vanguard Value ETF
-0.13%
-$2,275.34 
VB Vanguard Small-Cap ETF
-0.13%
-$721.11 
AVDV Avantis International Small Cap Value ETF
-0.12%
-$24,101.28 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$1,763.13 
DFAW Dimensional World Equity ETF
-0.11%
-$734.11 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.1%
-$48,067.26 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$299.02 
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$3,387.76 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$1,488.93 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.07%
-$2,702.1 
VZ Verizon Communications Inc.
-0.06%
-$113.15 
IWM iShares Russell 2000 ETF
-0.05%
-$312.9 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$527.13 
AMP Ameriprise Financial, Inc.
-0.02%
-$1.61 Events
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Dividends
Dividend Analysis
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| Trades 1076 | Longs Won 795/1076 73% | Profit Factor 45.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $246,867.63 | Best Trade (Jul 22) $25.01M | Sharpe Ratio -13.69 |
| Average Loss -$15,460.04 | Worst Trade (Dec 31) -$250,210.29 | Z-Score 22.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 6d | Expectancy $178,360.12 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
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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: iShares MSCI Emerging Markets ex China ETF - $98,374, Pfizer Inc - $79,531.49, Bristol-Myers Squibb Company - $75,811.32, iShares Russell 2000 ETF - $56,827.99, and Archer-Daniels-Midland Co - $39,957.14. 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 $23.96M 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.
