J. Derieck Hodges Portfolio
Invests via Anchor Pointe Wealth Management, LLC | Managed by J. Derieck Hodges
Invests via Anchor Pointe Wealth Management, LLC
Managed by J. Derieck Hodges
Automatically Tracked
J. Derieck Hodges Profile
Seasoned healthcare operator and strategic investor with experience building growth-stage services and technology businesses for payors and providers. J. Derieck Hodges has led corporate development, M&A and commercial strategy roles, and sits on industry boards advising scaling and go-to-market execution. Market-facing skills include commercial partnerships, capital formation and operational turnarounds; engages with private equity and venture investors on health sector deals.
Seasoned healthcare operator and strategic investor with experience building growth-stage services and technology businesses for payors and providers. J. Derieck Hodges has led corporate development, M&A and commercial strategy roles, and sits on industry boards advising scaling and go-to-market execution. Market-facing skills include commercial partnerships, capital formation and operational turnarounds; engages with private equity and venture investors on health sector deals.
Investment Philosophy & Strategy
Operates as a growth‑oriented healthcare investor focusing on services and healthtech businesses serving payors and providers. Prefers equity and structured minority stakes to accelerate commercial scale, partnering with management on go‑to‑market, partnerships and operational turnarounds. Investment decisions hinge on measurable clinical or cost outcomes, predictable revenue models, and defensible distribution channels. Time horizon is growth-cycle oriented (3–7 years), with active portfolio governance, disciplined capital allocation, and readiness to syndicate alongside PE and venture partners to de‑risk execution.
Operates as a growth‑oriented healthcare investor focusing on services and healthtech businesses serving payors and providers. Prefers equity and structured minority stakes to accelerate commercial scale, partnering with management on go‑to‑market, partnerships and operational turnarounds. Investment decisions hinge on measurable clinical or cost outcomes, predictable revenue models, and defensible distribution channels. Time horizon is growth-cycle oriented (3–7 years), with active portfolio governance, disciplined capital allocation, and readiness to syndicate alongside PE and venture partners to de‑risk execution.
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:
22.07%
Gain +0.21%
Monthly
0.95%
Yearly
11.99%
Drawdown
14.04%
$93.65M
Equity
Holdings
$93.65M
Investment
$76.72M
$16.93M
Profit +$193,820.75
Realized
-$0
Unrealized
$16.93M
Dividends
$3.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$193,820.75
Win %
68%
This Week
Compared To Last Week
Gain
0.21%
Profit
$193,820.75
Win %
68%
This Month
Compared to last month
Gain
0.8%
Profit
$745,457.89
Win %
68%
This Year
Compared to last year
Gain
9.24%
Profit
$7.92M
Win %
68%
WMB The Williams Companies, Inc.
+1.79%
+$5,005.66 
TT Trane Technologies plc
+1.6%
+$3,909.6 
CVX Chevron Corporation
+1.37%
+$6,535.66 
NVDA NVIDIA Corporation
+1.36%
+$34,895.02 
ETR Entergy Corporation
+1.09%
+$3,456.81 
VOT Vanguard Mid-Cap Growth ETF
+1.02%
+$20,055.4 
MTUM iShares MSCI USA Momentum Factor ETF
+1%
+$14,599.2 
VBK Vanguard Small-Cap Growth ETF
+0.93%
+$9,715.16 
IYW iShares U.S. Technology ETF
+0.91%
+$11,199.27 
VOE Vanguard Mid-Cap Value ETF
+0.91%
+$19,779.75 
VB Vanguard Small-Cap ETF
+0.85%
+$2,141.28 
AEP American Electric Power Company, Inc.
+0.84%
+$2,485 
LYB LyondellBasell Industries N.V.
+0.8%
+$1,311.46 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.71%
+$16,347.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.68%
+$2,611.45 
IFRA iShares U.S. Infrastructure
+0.68%
+$1,886.25 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$1,683.61 
TSLA Tesla, Inc.
+0.65%
+$2,181.04 
COST Costco Wholesale Corporation
+0.64%
+$1,394.57 
QUAL iShares MSCI USA Quality Factor ETF
+0.64%
+$16,067.3 
SPMO Invesco S&P 500 Momentum ETF
+0.64%
+$6,037.04 
MSFT Microsoft Corp.
+0.58%
+$10,776 
JPM JPMorgan Chase & Co.
+0.56%
+$2,542.88 
META Meta Platforms Inc Class A
+0.52%
+$3,879.34 
IAU iShares Gold Trust
+0.51%
+$2,203.6 
MRSH Marsh & McLennan Companies, Inc.
+0.51%
+$962.22 
XOM Exxon Mobil Corporation
+0.48%
+$1,537.38 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$957.9 
WMT Walmart Inc.
+0.37%
+$2,275.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.35%
+$9,419.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.34%
+$3,670.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.34%
+$11,317.22 
MGK Vanguard Mega Cap Growth ETF
+0.32%
+$29,508.85 
VOO Vanguard S&P 500 ETF
+0.29%
+$2,890.68 
IEI iShares 3-7 Year Treasury Bond ETF
+0.29%
+$3,043.71 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.27%
+$469.64 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.26%
+$3,272.36 
IVV iShares Core S&P 500 ETF
+0.26%
+$10,085.95 
VST Vistra Corp
+0.22%
+$581.1 
MUB iShares National Muni Bond ETF
+0.19%
+$401.7 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.15%
+$2,193.84 
MGV Vanguard Mega Cap Value ETF
+0.08%
+$4,812.75 
IEMG iShares Core MSCI Emerging Markets ETF
+0.07%
+$301.32 
VZ Verizon Communications Inc.
+0.07%
+$346.2 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
AMGN Amgen Inc.
-2.6%
-$12,746.49 
NFLX Netflix, Inc.
-2.14%
-$3,814.4 
EFV iShares MSCI EAFE Value ETF
-1.73%
-$35,787.57 
BMY Bristol-Myers Squibb Company
-1.62%
-$4,207.66 
TTE TotalEnergies SE
-1.44%
-$4,526.4 
GOOGL Alphabet Inc
-1.42%
-$25,965.9 
PFE Pfizer Inc.
-1.3%
-$3,931.62 
AVGO Broadcom Inc.
-1.26%
-$9,238.95 
PM Philip Morris International Inc.
-1.23%
-$4,738.5 
USB U.S. Bancorp
-1.21%
-$4,416.3 
AAPL Apple Inc.
-1.16%
-$49,835.04 
GILD Gilead Sciences Inc.
-1.08%
-$4,293.87 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-1.04%
-$2,762.37 
FLBL Franklin Senior Loan ETF
-0.85%
-$2,227.49 
PG Procter & Gamble Co
-0.83%
-$24,781.2 
PEP PepsiCo, Inc.
-0.76%
-$1,430.4 
UNH UnitedHealth Group Incorporated
-0.75%
-$1,209.95 
MO Altria Group, Inc.
-0.7%
-$1,877.75 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.62%
-$1,356.88 
SPHY SPDR Portfolio High Yield Bond ETF
-0.6%
-$3,766.09 
EFG iShares MSCI EAFE Growth ETF
-0.56%
-$9,414.84 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.52%
-$4,634.32 
ABBV AbbVie Inc.
-0.47%
-$1,476.84 
JEPI JPMorgan Equity Premium Income Fund
-0.45%
-$1,220 
TFC Truist Financial Corporation
-0.44%
-$1,016.8 
BINC iShares Flexible Income Active ETF
-0.44%
-$2,337.97 
FLOT iShares Floating Rate Bond ETF
-0.36%
-$1,403.22 
DUK Duke Energy Corporation
-0.32%
-$841.68 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.28%
-$6,765.05 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.21%
-$2,054.85 
AMZN Amazon.com Inc
-0.2%
-$2,634 
FLCB Franklin U.S. Core Bond ETF
-0.2%
-$1,521.12 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.2%
-$2,287.51 
T AT&T Inc.
-0.18%
-$930.24 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.15%
-$794.95 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$441.75 
TLH iShares 10-20 Year Treasury Bond ETF
-0.14%
-$910.13 
SHY iShares 1-3 Year Treasury Bond ETF
-0.13%
-$364.77 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.13%
-$363.63 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$2,213.18 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.08%
-$985.42 
TLT iShares 20+ Year Treasury Bond ETF
-0.08%
-$1,283.28 
XEL Xcel Energy Inc.
-0.03%
-$65.52 Events
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Dividends
Dividend Analysis
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| Trades 88 | Longs Won 60/88 68% | Profit Factor 12.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $392,664.49 |
| Average Win $306,285.11 | Best Trade (Oct 05) $2.43M | Sharpe Ratio -749.77 |
| Average Loss -$51,735.77 | Worst Trade (Sep 10) -$504,918.36 | Z-Score 5.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 2d | Expectancy $192,369.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,812 | 1,630 | 1,449 | 1,268 | 1,087 | 906 | 725 | 543 | 362 | 181 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,961 | $3.27M | $4.27M | - | $997,678.17 | 30.52% | -1.155% |
| ABBV AbbVie Inc. | 1,191 | $209,856 | $310,076.85 | - | $100,220.85 | 47.76% | -0.474% |
| AEP American Electric Power Company, Inc. | 2,485 | $228,769 | $297,305.4 | - | $68,536.4 | 29.96% | +0.843% |
| AMGN Amgen Inc. | 1,163 | $301,573 | $477,469.65 | - | $175,896.65 | 58.33% | -2.6% |
| AMZN Amazon.com Inc | 5,268 | $1.17M | $1.31M | - | $144,077.2 | 12.36% | -0.201% |
| AVGO Broadcom Inc. | 2,095 | $493,539 | $726,504.1 | - | $232,965.1 | 47.2% | -1.256% |
| BINC iShares Flexible Income Active ETF | 10,391 | $540,529 | $525,420.91 | - | -$15,108.09 | -2.8% | -0.443% |
| BMY Bristol-Myers Squibb Company | 4,166 | $233,547 | $255,750.74 | - | $22,203.74 | 9.51% | -1.619% |
| BRK-B Berkshire Hathaway Inc. | 515 | $232,862 | $257,402.15 | - | $24,540.15 | 10.54% | +0.374% |
| COST Costco Wholesale Corporation | 239 | $220,408 | $218,965.82 | - | -$1,442.18 | -0.65% | +0.641% |
| CVX Chevron Corporation | 2,335 | $334,060 | $483,366.01 | - | $149,306.01 | 44.69% | +1.371% |
| DUK Duke Energy Corporation | 2,338 | $251,826 | $265,713.7 | - | $13,887.7 | 5.51% | -0.316% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 38,446 | $1.98M | $2.67M | - | $692,614.23 | 34.99% | +0.354% |
| EFG iShares MSCI EAFE Growth ETF | 14,052 | $1.36M | $1.67M | - | $311,125.32 | 22.82% | -0.559% |
| EFV iShares MSCI EAFE Value ETF | 26,218 | $1.37M | $2.04M | - | $665,542.95 | 48.45% | -1.725% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 2,423 | $216,154 | $218,748.44 | - | $2,594.44 | 1.2% | -0.616% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 12,586 | $698,785 | $1.25M | - | $551,508.24 | 78.92% | +0.262% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 5,535 | $54,519.75 | $85,792.5 | - | $31,272.75 | 57.36% | 0.0 |
| ETR Entergy Corporation | 3,186 | $241,349 | $319,699.17 | - | $78,350.17 | 32.46% | +1.093% |
| FLBL Franklin Senior Loan ETF | 11,423 | $277,066 | $260,501.51 | - | -$16,564.49 | -5.98% | -0.848% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for J. Derieck Hodges?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mega Cap Value ETF - $197,646.17, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $173,849.8, Procter & Gamble Co - $153,038.37, iShares 20+ Year Treasury Bond ETF - $137,954.96, and iShares MSCI EAFE Value ETF - $131,523.38. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does J. Derieck Hodges's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.05M earned over time. The largest contributors to dividend income include Vanguard Mega Cap Value ETF - $197,646.17, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $173,849.8, Procter & Gamble Co - $153,038.37, iShares 20+ Year Treasury Bond ETF - $137,954.96, and iShares MSCI EAFE Value ETF - $131,523.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. Derieck Hodges's monthly returns?
J. Derieck Hodges'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 J. Derieck Hodges's strategy be considered aggressive or moderate?
J. Derieck Hodges'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 J. Derieck Hodges's strategy?
J. Derieck Hodges'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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