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:
22.33%
Gain +0.19%
Monthly
1.06%
Yearly
13.45%
Drawdown
14.04%
$93.85M
Equity
Holdings
$93.85M
Investment
$76.72M
$17.13M
Profit +$178,138.56
Realized
-$0
Unrealized
$17.13M
Dividends
$2.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$178,138.56
Win %
71%
This Week
Compared To Last Week
Gain
2.08%
Profit
$1.91M
Win %
71%
This Month
Compared to last month
Gain
2.08%
Profit
$1.91M
Win %
71%
This Year
Compared to last year
Gain
9.48%
Profit
$8.13M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$190,069.39 
GOOGL Alphabet Inc
+6.73%
+$119,315.7 
TT Trane Technologies plc
+3.33%
+$7,921.81 
META Meta Platforms Inc Class A
+3.28%
+$18,192.71 
MSFT Microsoft Corp.
+3.02%
+$48,923 
NVDA NVIDIA Corporation
+2.93%
+$64,357.49 
LYB LyondellBasell Industries N.V.
+2.71%
+$4,675.65 
CVX Chevron Corporation
+2.35%
+$10,554.2 
VZ Verizon Communications Inc.
+1.52%
+$8,078 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$44,801.28 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$95,028.5 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$11,830.84 
TTE TotalEnergies SE
+0.95%
+$3,054.4 
WMB The Williams Companies, Inc.
+0.89%
+$2,584.89 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$20,376.38 
TSLA Tesla, Inc.
+0.76%
+$2,249.06 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,812.3 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,886.68 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,874.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$26,414.08 
MO Altria Group, Inc.
+0.57%
+$1,542.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,519.3 
IYW iShares U.S. Technology ETF
+0.46%
+$5,018.68 
PFE Pfizer Inc.
+0.4%
+$1,062.6 
AVGO Broadcom Inc.
+0.37%
+$3,016.8 
PG Procter & Gamble Co
+0.37%
+$10,945.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$957.9 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$927.2 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,564.96 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,788.45 
JPM JPMorgan Chase & Co.
+0.27%
+$1,299.08 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$4,172.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,526.11 
USB U.S. Bancorp
+0.17%
+$693.98 
T AT&T Inc.
+0.17%
+$826.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$353.43 
WMT Walmart Inc.
+0.09%
+$591.11 
FLBL Franklin Senior Loan ETF
+0.09%
+$228.44 
AEP American Electric Power Company, Inc.
+0.06%
+$173.95 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$278.97 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$215.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$237.37 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
AAPL Apple Inc.
-7.35%
-$317,803.72 
ABBV AbbVie Inc.
-2.51%
-$7,705.77 
NFLX Netflix, Inc.
-2%
-$3,737.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,110.8 
IAU iShares Gold Trust
-1.46%
-$6,225.17 
XOM Exxon Mobil Corporation
-0.97%
-$3,015.63 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,012.91 
GILD Gilead Sciences Inc.
-0.81%
-$2,853.66 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$13,068.36 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,060.57 
DUK Duke Energy Corporation
-0.67%
-$1,963.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$11,763.4 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$1,195.46 
AMGN Amgen Inc.
-0.64%
-$2,884.25 
PM Philip Morris International Inc.
-0.61%
-$2,389.48 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$3,850.52 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$11,273.74 
PEP PepsiCo, Inc.
-0.46%
-$953.6 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$5,349.42 
ETR Entergy Corporation
-0.38%
-$1,306.26 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$1,004.5 
TFC Truist Financial Corporation
-0.33%
-$843.19 
FLCB Franklin U.S. Core Bond ETF
-0.31%
-$2,471.86 
VST Vistra Corp
-0.29%
-$832.91 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,846.51 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$5,311.62 
COST Costco Wholesale Corporation
-0.24%
-$544.91 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$5,363.89 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$14,630.76 
VB Vanguard Small-Cap ETF
-0.22%
-$582.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,813.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,309.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$471.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$314.99 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,483.2 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,174.2 
MUB iShares National Muni Bond ETF
-0.11%
-$247.2 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$1,203.95 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$476.97 
BINC iShares Flexible Income Active ETF
-0.08%
-$415.63 
XEL Xcel Energy Inc.
-0.04%
-$98.28 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$73.18 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$75.84 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$34.75 Events
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Dividends
Dividend Analysis
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| Trades 88 | Longs Won 63/88 71% | Profit Factor 20.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $359,926.95 |
| Average Win $286,039.84 | Best Trade (Aug 05) $2.11M | Sharpe Ratio -817.97 |
| Average Loss -$35,506.94 | Worst Trade (Aug 02) -$466,713.8 | Z-Score 7.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 2d | Expectancy $194,691.32 |
| 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 | 2,646 | 2,381 | 2,116 | 1,852 | 1,587 | 1,323 | 1,058 | 794 | 529 | 265 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $169,755.32, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $165,897.9, Procter & Gamble Co - $153,038.37, iShares MSCI EAFE Value ETF - $131,523.38, and iShares 20+ Year Treasury Bond ETF - $131,281.9. 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 $2.83M earned over time. The largest contributors to dividend income include Vanguard Mega Cap Value ETF - $169,755.32, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $165,897.9, Procter & Gamble Co - $153,038.37, iShares MSCI EAFE Value ETF - $131,523.38, and iShares 20+ Year Treasury Bond ETF - $131,281.9. 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.
