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:
21.06%
Gain +1.13%
Monthly
1.1%
Yearly
14.04%
Drawdown
14.02%
$93.09M
Equity
Holdings
$93.09M
Investment
$76.9M
$16.19M
Profit +$1.04M
Realized
-$0
Unrealized
$16.19M
Dividends
$2.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$1.04M
Win %
80%
This Week
Compared To Last Week
Gain
1.13%
Profit
$1.04M
Win %
80%
This Month
Compared to last month
Gain
-0.11%
Profit
-$100,109.91
Win %
80%
This Year
Compared to last year
Gain
8.36%
Profit
$7.18M
Win %
80%
META Meta Platforms Inc Class A
+5.12%
+$29,892.45 
VST Vistra Corp
+3.76%
+$10,789.08 
IYW iShares U.S. Technology ETF
+3.64%
+$41,381.54 
IAU iShares Gold Trust
+3.48%
+$15,177.3 
GOOGL Alphabet Inc
+3.41%
+$65,100.6 
SPMO Invesco S&P 500 Momentum ETF
+3.29%
+$31,342.56 
AMZN Amazon.com Inc
+3.16%
+$39,668.04 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.01%
+$37,759.26 
NVDA NVIDIA Corporation
+2.95%
+$68,189.55 
VOT Vanguard Mid-Cap Growth ETF
+2.73%
+$54,647.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.66%
+$83,769.06 
MGK Vanguard Mega Cap Growth ETF
+2.64%
+$229,068.7 
MTUM iShares MSCI USA Momentum Factor ETF
+2.61%
+$39,085.2 
AVGO Broadcom Inc.
+2.55%
+$20,405.3 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+2.47%
+$6,780.37 
TT Trane Technologies plc
+2.47%
+$6,118.2 
IEMG iShares Core MSCI Emerging Markets ETF
+2.1%
+$8,713.17 
AAPL Apple Inc.
+1.94%
+$73,229.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.89%
+$48,441.96 
MSFT Microsoft Corp.
+1.89%
+$26,473.08 
VBK Vanguard Small-Cap Growth ETF
+1.85%
+$20,095.53 
VOO Vanguard S&P 500 ETF
+1.77%
+$17,145.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.74%
+$18,122.65 
IVV iShares Core S&P 500 ETF
+1.51%
+$58,245.06 
NFLX Netflix, Inc.
+1.11%
+$2,278.4 
QUAL iShares MSCI USA Quality Factor ETF
+1.09%
+$26,646.83 
TSLA Tesla, Inc.
+1.06%
+$4,126.5 
VB Vanguard Small-Cap ETF
+0.94%
+$2,472.4 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$2,353.55 
MGV Vanguard Mega Cap Value ETF
+0.81%
+$50,822.64 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$1,830 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$9,352.67 
PEP PepsiCo, Inc.
+0.6%
+$1,281.4 
AMGN Amgen Inc.
+0.48%
+$1,988.72 
UNH UnitedHealth Group Incorporated
+0.43%
+$781 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.42%
+$993.43 
EFG iShares MSCI EAFE Growth ETF
+0.41%
+$7,166.52 
VOE Vanguard Mid-Cap Value ETF
+0.35%
+$7,766.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.34%
+$8,223.78 
PFE Pfizer Inc.
+0.3%
+$850.08 
IFRA iShares U.S. Infrastructure
+0.24%
+$754.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.23%
+$883.58 
TLH iShares 10-20 Year Treasury Bond ETF
+0.23%
+$1,586.43 
BINC iShares Flexible Income Active ETF
+0.2%
+$1,091.06 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$2,054.85 
SPHY SPDR Portfolio High Yield Bond ETF
+0.19%
+$1,255.37 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.19%
+$1,724.4 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.18%
+$2,393.18 
FLBL Franklin Senior Loan ETF
+0.17%
+$456.92 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.17%
+$545.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.17%
+$2,046.71 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.17%
+$874.45 
IJR iShares Core S&P Small-Cap ETF
+0.16%
+$430.05 
IEI iShares 3-7 Year Treasury Bond ETF
+0.16%
+$1,714.95 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.16%
+$298.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.16%
+$500.65 
MUB iShares National Muni Bond ETF
+0.15%
+$339.9 
FLCB Franklin U.S. Core Bond ETF
+0.14%
+$1,140.84 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$2,213.18 
JPM JPMorgan Chase & Co.
+0.09%
+$386.96 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$191.07 
DUK Duke Energy Corporation
+0.03%
+$93.52 
TLT iShares 20+ Year Treasury Bond ETF
+0.02%
+$427.76 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$37.92 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$118.69 
PG Procter & Gamble Co
0%
$0 
XOM Exxon Mobil Corporation
-4.16%
-$12,042.81 
TTE TotalEnergies SE
-4.15%
-$13,432 
TFC Truist Financial Corporation
-3.83%
-$9,820.8 
CVX Chevron Corporation
-3.83%
-$16,741.95 
MO Altria Group, Inc.
-3.13%
-$8,916.27 
LYB LyondellBasell Industries N.V.
-2.77%
-$5,103.29 
ABBV AbbVie Inc.
-2.56%
-$6,955.44 
EFV iShares MSCI EAFE Value ETF
-2.2%
-$45,488.23 
MRSH Marsh & McLennan Companies, Inc.
-1.22%
-$2,272.83 
BMY Bristol-Myers Squibb Company
-1.19%
-$2,832.88 
VZ Verizon Communications Inc.
-1.15%
-$6,404.7 
ENB Enbridge Inc.
-1.11%
-$3,487.05 
USB U.S. Bancorp
-0.98%
-$3,659.22 
GILD Gilead Sciences Inc.
-0.96%
-$3,223.87 
XEL Xcel Energy Inc.
-0.86%
-$2,227.68 
PM Philip Morris International Inc.
-0.83%
-$3,098.25 
WMB The Williams Companies, Inc.
-0.82%
-$2,420.77 
WMT Walmart Inc.
-0.76%
-$5,467.68 
T AT&T Inc.
-0.66%
-$3,204.16 
ETR Entergy Corporation
-0.37%
-$1,306.26 
COST Costco Wholesale Corporation
-0.36%
-$858.01 
AEP American Electric Power Company, Inc.
-0.14%
-$447.3 Events
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Dividends
Dividend Analysis
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| Trades 88 | Longs Won 71/88 80% | Profit Factor 23.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,637.39 |
| Average Win $237,987.4 | Best Trade (Jun 15) $1.98M | Sharpe Ratio -868.88 |
| Average Loss -$41,590.48 | Worst Trade (Jun 14) -$360,980.89 | Z-Score 14.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $183,978.03 |
| 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 | 2,237 | 2,013 | 1,790 | 1,566 | 1,342 | 1,119 | 895 | 671 | 447 | 224 |
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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