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:
30.36%
Gain +0.48%
Monthly
1.24%
Yearly
15.97%
Drawdown
19.14%
$242.74M
Equity
Holdings
$242.74M
Investment
$187.39M
$57.55M
Profit +$1.17M
Realized
$2.2M
Unrealized
$55.35M
Dividends
$4.75M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.17M
Win %
73%
This Week
Compared To Last Week
Gain
-1.66%
Profit
-$4.1M
Win %
73%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.27M
Win %
73%
This Year
Compared to last year
Gain
-2.4%
Profit
-$5.93M
Win %
77%
TOST Toast Inc.
+7.54%
+$1,055.25 
HD The Home Depot, Inc.
+4.02%
+$1,721.87 
SBUX Starbucks Corporation
+3.39%
+$3,185.28 
ORCL Oracle Corporation
+2.96%
+$1,548 
IBB iShares Biotechnology ETF
+2.66%
+$3,651.75 
INDY iShares India 50 ETF
+2.37%
+$8,712.2 
F Ford Motor Company
+2.37%
+$1,346.62 
IYH iShares U.S. Healthcare ETF
+2.24%
+$13,161 
XLV Health Care Select Sector SPDR Fund
+2.18%
+$7,675.98 
UPS United Parcel Service, Inc.
+2.04%
+$5,120.7 
MKC McCormick & Company, Incorporated
+2.03%
+$203.84 
INDA ISHARES MSCI INDIA ETF
+1.99%
+$6,390.73 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.8%
+$2,085.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.75%
+$942.5 
EWU iShares MSCI United Kingdom ETF
+1.71%
+$4,032 
IWC iShares Micro-Cap ETF
+1.65%
+$92,649.6 
SPOT Spotify Technology S.A.
+1.56%
+$1,588.86 
MCD McDonald's Corporation
+1.56%
+$1,339.31 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.55%
+$4,000 
WMT Walmart Inc.
+1.51%
+$1,065.75 
IWO iShares Russell 2000 Growth ETF
+1.44%
+$66,690.74 
TLT iShares 20+ Year Treasury Bond ETF
+1.4%
+$1,149.2 
SCHM Schwab U.S. Mid-Cap ETF
+1.39%
+$792.3 
IEV iShares Europe ETF
+1.38%
+$12,416.62 
IJS iShares S&P Small-Cap 600 Value ETF
+1.38%
+$9,398.4 
IEUR iShares Core MSCI Europe ETF
+1.36%
+$1,004.95 
IWM iShares Russell 2000 ETF
+1.36%
+$318,602.49 
IAT iShares U.S. Regional Banks ETF
+1.35%
+$2,280 
IWS iShares Russell Mid-Cap Value ETF
+1.34%
+$7,878.65 
IWN iShares Russell 2000 Value ETF
+1.31%
+$42,346.5 
IYF iShares U.S. Financials ETF
+1.3%
+$63,312.15 
KBWB Invesco KBW Bank ETF
+1.29%
+$2,475 
IJR iShares Core S&P Small-Cap ETF
+1.27%
+$8,015.2 
EUSA iShares MSCI USA Equal Weighted ETF
+1.24%
+$13,993.8 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.22%
+$13,192 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.21%
+$11,686.15 
IYR iShares U.S. Real Estate ETF
+1.19%
+$11,115 
FXI iShares China Large-Cap ETF
+1.17%
+$7,694.6 
IWR iShares Russell Mid-Cap ETF
+1.13%
+$38,423.9 
USRT iShares Core U.S. REIT ETF
+1.06%
+$3,107 
EZU iShares MSCI Eurozone ETF
+1.03%
+$55,316.54 
IJH iShares Core S&P Mid-Cap ETF
+1%
+$139,948.2 
MDY SPDR S&P MidCap 400 ETF Trust
+0.99%
+$22,639.56 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.85%
+$13,984.41 
DVY iShares Select Dividend ETF
+0.8%
+$912.5 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.79%
+$1,482.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.79%
+$1,539 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$9,618.75 
IUSV iShares Core S&P U.S. Value ETF
+0.78%
+$563.2 
IWD iShares Russell 1000 Value ETF
+0.76%
+$64,524.51 
IWP iShares Russell Mid-Cap Growth ETF
+0.74%
+$3,333 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.73%
+$122.2 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$14,463.62 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$661.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.7%
+$567 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.68%
+$1,627.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.66%
+$1,944 
SUSA iShares MSCI USA ESG Select ETF
+0.62%
+$7,381.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.59%
+$4,709.6 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.56%
+$1,887 
IUSB iShares Core Universal USD Bond ETF
+0.53%
+$634.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$761.4 
IWV ISHARES RUSSELL 3000 ETF
+0.48%
+$145,338.53 
IWB iShares Russell 1000 ETF
+0.47%
+$9,347.65 
XLI Industrial Select Sector SPDR Fund
+0.47%
+$616.21 
ESGU iShares ESG Aware MSCI USA ETF
+0.43%
+$2,087.81 
BIRD Allbirds, Inc.
+0.42%
+$100 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.42%
+$7,575.7 
AMZN Amazon.com Inc
+0.41%
+$2,100 
XT iShares Future Exponential Technologies ETF
+0.41%
+$168.8 
IYY iShares Dow Jones U.S. ETF
+0.4%
+$10,372.58 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$2,346.22 
IVV iShares Core S&P 500 ETF
+0.34%
+$1,279.19 
DSI iShares MSCI KLD 400 Social ETF
+0.34%
+$2,630 
IXUS iShares Core International Stock ETF
+0.33%
+$69,598.56 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.33%
+$1,184.4 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.27%
+$399.75 
SMIN iShares MSCI India Small-Cap ETF
+0.26%
+$203.4 
OEF iShares S&P 100 ETF
+0.2%
+$5,018.4 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$1,229.1 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$176.53 
IUSG iShares Core S&P U.S. Growth ETF
+0.09%
+$194.7 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$8,886 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.02%
+$15.75 
SHV iShares Short Treasury Bond ETF
+0.01%
+$47.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$271.74 
LSF Laird Superfood Inc.
0%
$0 
LRCX Lam Research Corporation
-2.91%
-$3,338 
EWZ iShares MSCI Brazil ETF
-2.25%
-$3,091.2 
EWT iShares MSCI Taiwan ETF
-1.85%
-$3,585.97 
INTC Intel Corporation
-1.68%
-$2,112.18 
AIA iShares Asia 50 ETF
-1.39%
-$2,176.21 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.89%
-$7,358.02 
NU Nu Holdings Ltd.
-0.84%
-$96.37 
IEMG iShares Core MSCI Emerging Markets ETF
-0.76%
-$12,915.07 
EEM iShares MSCI Emerging Markets ETF
-0.74%
-$107,964 
SOXX iShares Semiconductor ETF
-0.7%
-$11,995.64 
ILF iShares Latin America 40 ETF
-0.69%
-$7,198.62 
ESGE iShares ESG Aware MSCI EM ETF
-0.63%
-$798.6 
XLK State Street Technology Select Sector SPDR ETF
-0.61%
-$24,670.59 
ICLN iShares Global Clean Energy ETF
-0.45%
-$375 
EWJ iShares MSCI Japan ETF
-0.44%
-$1,734.6 
IYW iShares U.S. Technology ETF
-0.31%
-$49,050.97 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$2,717.4 
JNJ Johnson & Johnson
-0.1%
-$26.52 
CRDO Credo Technology Group Holding Ltd.
-0.09%
-$227.71 
RYT Invesco S&P 500 Equal Weight ETF
-0.08%
-$80 
CQQQ Invesco China Technology ETF
-0.06%
-$50.25 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$2,360.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$243.46 Events
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Dividends
Dividend Analysis
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| Trades 353 | Longs Won 261/353 73% | Profit Factor 68.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $703,535.09 |
| Average Win $223,774.41 | Best Trade (Oct 15) $6.62M | Sharpe Ratio -358.38 |
| Average Loss -$9,296.88 | Worst Trade (Oct 14) -$130,125 | Z-Score 10.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $163,030.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 7,395 | $528,726.55 | $815,261.77 | - | $286,535.22 | 54.19% | -0.894% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,410 | $822,573.82 | $802,145.8 | - | -$20,428.02 | -2.48% | +0.591% |
| AIA iShares Asia 50 ETF | 1,170 | $79,804.97 | $154,393.2 | - | $74,588.23 | 93.46% | -1.39% |
| AMZN Amazon.com Inc | 2,000 | $446,700 | $510,260 | - | $63,560 | 14.23% | +0.413% |
| BIRD Allbirds, Inc. | 10,000 | $30,100 | $23,650 | - | -$6,450 | -21.43% | +0.425% |
| CQQQ Invesco China Technology ETF | 2,010 | $100,317.19 | $84,369.75 | - | -$15,947.44 | -15.9% | -0.06% |
| CRDO Credo Technology Group Holding Ltd. | 1,380 | $55,420.8 | $247,102.8 | - | $191,682 | 345.87% | -0.092% |
| DSI iShares MSCI KLD 400 Social ETF | 5,260 | $587,489.3 | $776,586.4 | - | $189,097.1 | 32.19% | +0.34% |
| DVY iShares Select Dividend ETF | 730 | $96,944 | $115,223.2 | - | $18,279.2 | 18.86% | +0.798% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 7,400 | $342,916 | $337,847 | - | -$5,069 | -1.48% | +0.562% |
| EEM iShares MSCI Emerging Markets ETF | 224,925 | $9.8M | $14.37M | - | $4.58M | 46.71% | -0.745% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 3,240 | $295,637.62 | $297,464.4 | - | $1,826.78 | 0.62% | +0.658% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 1,830 | $139,977 | $188,087.4 | - | $48,110.4 | 34.37% | +0.794% |
| ESGE iShares ESG Aware MSCI EM ETF | 2,420 | $81,046 | $125,622.2 | - | $44,576.2 | 55% | -0.632% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,860 | $373,373 | $482,739.4 | - | $109,366.4 | 29.29% | +0.434% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 5,000 | $214,750 | $262,750 | - | $48,000 | 22.35% | +1.546% |
| EUSA iShares MSCI USA Equal Weighted ETF | 9,960 | $974,415.11 | $1.14M | - | $165,158.29 | 16.95% | +1.243% |
| EWJ iShares MSCI Japan ETF | 4,130 | $296,653.18 | $394,084.6 | - | $97,431.42 | 32.84% | -0.438% |
| EWT iShares MSCI Taiwan ETF | 1,745 | $89,920 | $190,004.32 | - | $100,084.32 | 111.3% | -1.852% |
| EWU iShares MSCI United Kingdom ETF | 5,040 | $170,856.41 | $240,458.4 | - | $69,601.99 | 40.74% | +1.705% |
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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 - $636,739.29, iShares Russell 2000 ETF - $521,428.03, iShares U.S. Financials ETF - $506,850.12, 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 - $44,223.44, Microsoft Corp - $22,290.1, Comcast Corp - $19,757.31, Tesla, Inc - $12,927, and iShares U.S. Healthcare ETF - $10,749.2. 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 $4.75M earned over time. The largest contributors to dividend income include iShares Core International Stock ETF - $803,554.06, ISHARES RUSSELL 3000 ETF - $456,604.84, iShares Russell 2000 ETF - $389,904.47, iShares MSCI Emerging Markets ETF - $330,327.38, and iShares Core S&P Mid-Cap ETF - $254,952.31. 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.
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