Jason D. Finley Portfolio
Invests via Finley Financial LLC | Managed by Jason D. Finley
Invests via Finley Financial LLC
Managed by Jason D. Finley
Automatically Tracked
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Investment Philosophy & Strategy
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
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:
33.22%
Gain -0.37%
Monthly
1.44%
Yearly
18.79%
Drawdown
19.14%
$248M
Equity
Holdings
$248M
Investment
$187.39M
$62.8M
Profit -$913,207.28
Realized
$2.2M
Unrealized
$60.61M
Dividends
$4.32M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$913,207.28
Win %
82%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$913,207.28
Win %
82%
This Month
Compared to last month
Gain
2.51%
Profit
$6.07M
Win %
82%
This Year
Compared to last year
Gain
-0.28%
Profit
-$674,474.72
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$72,159.98 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$3,848 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$8,155.81 
EWT iShares MSCI Taiwan ETF
+2.71%
+$4,449.75 
ORCL Oracle Corporation
+1.81%
+$924 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$31,142.4 
AIA iShares Asia 50 ETF
+1.38%
+$2,129.41 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$2,938.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$635 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$9,625.85 
CQQQ Invesco China Technology ETF
+1.31%
+$1,306.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$12,681.2 
OEF iShares S&P 100 ETF
+0.95%
+$22,697.53 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$1,137.4 
MCD McDonald's Corporation
+0.82%
+$794.2 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,145.5 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$6,507.6 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$112,461.6 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$105,447.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$12,155.29 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,597.76 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,288.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,457.6 
XT iShares Future Exponential Technologies ETF
+0.67%
+$265 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$16,820.26 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$104,810.64 
IWB iShares Russell 1000 ETF
+0.64%
+$12,242.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$10,243.31 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$169,273.25 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$544 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$785.7 
IYW iShares U.S. Technology ETF
+0.46%
+$65,399.45 
IWD iShares Russell 1000 Value ETF
+0.44%
+$37,014.06 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$282.5 
EWZ iShares MSCI Brazil ETF
+0.33%
+$386.4 
JNJ Johnson & Johnson
+0.21%
+$55.12 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$683.5 
KBWB Invesco KBW Bank ETF
+0.2%
+$427.5 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$2,283 
WMT Walmart Inc.
+0.09%
+$60.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$640.85 
SOXX iShares Semiconductor ETF
+0.07%
+$1,181.55 
INDY iShares India 50 ETF
+0.07%
+$266.7 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$90 
SHV iShares Short Treasury Bond ETF
+0.03%
+$94.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$543.48 
SPOT Spotify Technology S.A.
-4.34%
-$4,397.98 
BIRD Allbirds, Inc.
-3.48%
-$800 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$387.75 
IBB iShares Biotechnology ETF
-1.87%
-$2,396.26 
TOST Toast Inc.
-1.77%
-$272.02 
LRCX Lam Research Corporation
-1.58%
-$1,880 
F Ford Motor Company
-1.21%
-$850.5 
NU Nu Holdings Ltd.
-1.1%
-$123.36 
INTC Intel Corporation
-1.02%
-$1,194.12 
UPS United Parcel Service, Inc.
-1%
-$2,757.3 
EWJ iShares MSCI Japan ETF
-0.96%
-$3,717 
LSF Laird Superfood Inc.
-0.95%
-$2,000 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$3,290 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$38,089.55 
IWC iShares Micro-Cap ETF
-0.7%
-$42,786.42 
IYH iShares U.S. Healthcare ETF
-0.7%
-$3,852 
ICLN iShares Global Clean Energy ETF
-0.68%
-$600 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$572 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$8,079.75 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,171.2 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,959.4 
SBUX Starbucks Corporation
-0.57%
-$604.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$493.5 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$1,360.8 
IYR iShares U.S. Real Estate ETF
-0.55%
-$5,655.04 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,768.6 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$383.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$396.9 
IWM iShares Russell 2000 ETF
-0.47%
-$120,341.16 
DVY iShares Select Dividend ETF
-0.45%
-$525.59 
IEV iShares Europe ETF
-0.44%
-$4,202.55 
HD The Home Depot, Inc.
-0.42%
-$201.55 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,452.02 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,853.83 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$9,763.45 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$273 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$150.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,102.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$2,948.8 
IWN iShares Russell 2000 Value ETF
-0.25%
-$8,546.69 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$160 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$270 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$8,116.59 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$740 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$2,240.39 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,885.66 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$2,091.6 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$434 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$450 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,156.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$304 
IXUS iShares Core International Stock ETF
-0.15%
-$31,946.88 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$421.2 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,023.22 
MKC McCormick & Company, Incorporated
-0.12%
-$13.44 
EZU iShares MSCI Eurozone ETF
-0.12%
-$6,604.96 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$15,442.56 
IYF iShares U.S. Financials ETF
-0.09%
-$4,604.9 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$123 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,202.96 
FXI iShares China Large-Cap ETF
-0.06%
-$389.6 
ILF iShares Latin America 40 ETF
-0.03%
-$276.87 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$186.35 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$15.35 Events
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Dividends
Dividend Analysis
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| Trades 353 | Longs Won 277/353 78% | Profit Factor 96.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $745,834.75 |
| Average Win $229,105.38 | Best Trade (Aug 28) $6.76M | Sharpe Ratio -356.96 |
| Average Loss -$8,659 | Worst Trade (Aug 28) -$100,000 | Z-Score 15.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $177,915.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 7,395 | $528,726.55 | $818,774.4 | - | $290,047.85 | 54.86% | +0.801% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,410 | $822,573.82 | $818,881.7 | - | -$3,692.12 | -0.45% | -0.256% |
| AIA iShares Asia 50 ETF | 1,170 | $79,804.97 | $156,148.21 | - | $76,343.24 | 95.66% | +1.383% |
| AMZN Amazon.com Inc | 2,000 | $446,700 | $543,159.98 | - | $96,459.98 | 21.59% | +15.321% |
| BIRD Allbirds, Inc. | 10,000 | $30,100 | $22,200 | - | -$7,900 | -26.25% | -3.478% |
| CQQQ Invesco China Technology ETF | 2,010 | $100,317.19 | $101,103 | - | $785.81 | 0.78% | +1.309% |
| CRDO Credo Technology Group Holding Ltd. | 1,380 | $55,420.8 | $285,646.21 | - | $230,225.41 | 415.41% | +2.939% |
| DSI iShares MSCI KLD 400 Social ETF | 5,260 | $587,489.3 | $744,079.65 | - | $156,590.35 | 26.65% | +1.311% |
| DVY iShares Select Dividend ETF | 730 | $96,944 | $117,683.31 | - | $20,739.31 | 21.39% | -0.445% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 7,400 | $342,916 | $345,210 | - | $2,294 | 0.67% | -0.214% |
| EEM iShares MSCI Emerging Markets ETF | 224,925 | $9.8M | $14.42M | - | $4.62M | 47.12% | +0.786% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 3,240 | $295,637.62 | $306,698.4 | - | $11,060.78 | 3.74% | -0.137% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 1,830 | $139,977 | $191,601 | - | $51,624 | 36.88% | -0.608% |
| ESGE iShares ESG Aware MSCI EM ETF | 2,420 | $81,046 | $124,678.4 | - | $43,632.4 | 53.84% | +0.921% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,860 | $373,373 | $468,038.97 | - | $94,665.97 | 25.35% | +0.708% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 5,000 | $214,750 | $268,600 | - | $53,850 | 25.08% | -0.167% |
| EUSA iShares MSCI USA Equal Weighted ETF | 9,960 | $974,415.11 | $1.14M | - | $165,706.09 | 17.01% | -0.183% |
| EWJ iShares MSCI Japan ETF | 4,130 | $296,653.18 | $381,570.7 | - | $84,917.52 | 28.63% | -0.965% |
| EWT iShares MSCI Taiwan ETF | 1,745 | $89,920 | $168,479.75 | - | $78,559.75 | 87.37% | +2.713% |
| EWU iShares MSCI United Kingdom ETF | 5,040 | $170,856.41 | $243,986.4 | - | $73,129.99 | 42.8% | -0.555% |
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FAQ
Which stocks have generated the highest profits for Jason D. Finley?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core International Stock ETF - $838,302.06, ISHARES RUSSELL 3000 ETF - $567,576.19, iShares U.S. Financials ETF - $490,814.88, iShares Russell 2000 ETF - $456,457.19, and iShares MSCI Emerging Markets ETF - $400,152.37. 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: Consumer Discretionary Select Sector SPDR Fund - $44,477.29, Microsoft Corp - $22,290.1, Comcast Corp - $19,757.31, Tesla, Inc - $12,927, and iShares U.S. Healthcare ETF - $12,280.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason D. Finley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.32M earned over time. The largest contributors to dividend income include iShares Core International Stock ETF - $803,554.06, ISHARES RUSSELL 3000 ETF - $387,441.74, iShares MSCI Emerging Markets ETF - $330,327.38, iShares Russell 2000 ETF - $324,933.63, and iShares Core S&P Mid-Cap ETF - $211,354.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason D. Finley's monthly returns?
Jason D. Finley's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jason D. Finley's strategy be considered aggressive or moderate?
Jason D. Finley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jason D. Finley's strategy?
Jason D. Finley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
