JORDAN GREEN Portfolio
Invests via Valley Financial Group, Inc. | Managed by JORDAN GREEN
Invests via Valley Financial Group, Inc.
Managed by JORDAN GREEN
Automatically Tracked
JORDAN GREEN Profile
Venture capital investor focused on early-stage fintech and SaaS companies, with experience in deal sourcing, portfolio management and board work. Jordan Green is known for hands-on operational guidance, scaling go-to-market teams and leading Series A/B rounds. Background includes prior startup operating roles and an MBA; active in LP relations and follow-on financing, emphasizing unit economics and founder alignment.
Venture capital investor focused on early-stage fintech and SaaS companies, with experience in deal sourcing, portfolio management and board work. Jordan Green is known for hands-on operational guidance, scaling go-to-market teams and leading Series A/B rounds. Background includes prior startup operating roles and an MBA; active in LP relations and follow-on financing, emphasizing unit economics and founder alignment.
Investment Philosophy & Strategy
Targets early-stage fintech and SaaS companies, deploying check sizes into Seed through Series B with a bias toward repeatable unit economics and founder-aligned cap structures. Emphasizes active, operationally oriented board work—scaling go‑to‑market teams, metrics-driven growth, and disciplined follow-on reserve allocation. Underwrites opportunities by pairing market defensibility with rapid customer payback; prioritizes capital-efficient paths to product-market fit and builds LP-aligned reporting to support portfolio follow-through.
Targets early-stage fintech and SaaS companies, deploying check sizes into Seed through Series B with a bias toward repeatable unit economics and founder-aligned cap structures. Emphasizes active, operationally oriented board work—scaling go‑to‑market teams, metrics-driven growth, and disciplined follow-on reserve allocation. Underwrites opportunities by pairing market defensibility with rapid customer payback; prioritizes capital-efficient paths to product-market fit and builds LP-aligned reporting to support portfolio follow-through.
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:
7.94%
Gain
Monthly
0.25%
Yearly
3.05%
Drawdown
20.39%
$199.23M
Equity
Holdings
$199.23M
Investment
$166.33M
$43.06M
Profit -$343,572.7
Realized
$10.17M
Unrealized
$32.89M
Dividends
$9.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$343,572.7
Win %
73%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$150,737.15
Win %
73%
This Month
Compared to last month
Gain
0.14%
Profit
$281,392.02
Win %
73%
This Year
Compared to last year
Gain
7.51%
Profit
$13.92M
Win %
75%
MCK McKesson Corporation
+5.49%
+$10,587.5 
CRM Salesforce Inc
+3.81%
+$7,860.58 
MRK Merck & Co., Inc.
+3.56%
+$7,405.18 
T AT&T Inc.
+2.68%
+$11,365.52 
VZ Verizon Communications Inc.
+2.54%
+$51,050.15 
MSFT Microsoft Corp.
+2.09%
+$11,536.66 
SCHD Schwab U.S. Dividend Equity ETF
+1.96%
+$6,791.32 
AAPL Apple Inc.
+1.65%
+$42,184.8 
VNQ Vanguard Real Estate ETF
+1.61%
+$10,331.62 
VSMV VictoryShares US Minimum Volatility ETF
+1.04%
+$2,338.02 
FDLO Fidelity Low Volatility Factor ETF
+0.99%
+$3,835.02 
PFE Pfizer Inc.
+0.85%
+$1,822.59 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.8%
+$148,211.43 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$11,821.7 
PHK PIMCO High Income Fund
+0.75%
+$825.26 
XLE Energy Select Sector SPDR Fund
+0.65%
+$1,714.04 
AMZN Amazon.com Inc
+0.61%
+$2,647.07 
FSCO FS Credit Opportunities Corp.
+0.45%
+$350.11 
VTV Vanguard Value ETF
+0.35%
+$872.41 
GOOGL Alphabet Inc
+0.27%
+$989.92 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.21%
+$2,442.2 
VB Vanguard Small-Cap ETF
+0.18%
+$564.29 
BHK BlackRock Core Bond Trust
+0.17%
+$308.58 
PLTR Palantir Technologies Inc.
+0.14%
+$431.15 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.06%
+$1,719.24 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$559.96 
TBLL Invesco Short Term Treasury ETF
+0.01%
+$96.24 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$45.32 
BRIE
0%
$0 
MS Morgan Stanley
-4.62%
-$16,294.06 
NVDA NVIDIA Corporation
-2.41%
-$12,707.84 
IMOM Alpha International Quantitative Momentum ETF
-2.11%
-$34,902.32 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.87%
-$330,752.03 
GLD SPDR Gold Shares
-1.76%
-$20,248.74 
META Meta Platforms Inc Class A
-1.7%
-$6,722.18 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$15,611.49 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$10,034.72 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.04%
-$96,873.67 
VEU Vanguard FTSE All-World ex-US ETF
-1.03%
-$61,066.67 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.03%
-$11,540.68 
FENI Fidelity Enhanced International ETF
-0.83%
-$116,328.41 
AAVM Alpha Value Momentum Trend ETF
-0.82%
-$3,703.26 
EFA iShares MSCI EAFE ETF
-0.7%
-$3,708.81 
IVAL Alpha Architect International Quantitative Value ETF
-0.52%
-$8,207.09 
IRM Iron Mountain Inc.
-0.49%
-$1,228.8 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$2,837.12 
IVV iShares Core S&P 500 ETF
-0.27%
-$123,989.19 
VOO Vanguard S&P 500 ETF
-0.27%
-$2,471.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$10,490.42 
AOK iShares Core Conservative Allocation ETF
-0.22%
-$633.59 
CAOS Alpha Architect Tail Risk ETF
-0.14%
-$1,949.61 
MUB iShares National Muni Bond ETF
-0.13%
-$533.12 
EVTR Eaton Vance Total Return Fund
-0.11%
-$29,388.59 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$475.05 
FBND Fidelity Total Bond ETF
-0.08%
-$822.93 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.07%
-$288.08 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.06%
-$329.1 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$146.69 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$192.25 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$892.61 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$106.58 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$363.11 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$391.49 Events
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Dividends
Dividend Analysis
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| Trades 564 | Longs Won 427/564 75% | Profit Factor 43.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $536,399.68 |
| Average Win $103,245.77 | Best Trade (Jul 16) $11.38M | Sharpe Ratio -12.15 |
| Average Loss -$7,462.03 | Worst Trade (Jul 13) -$426,326.89 | Z-Score 4.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $76,353.98 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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