JR
Jason Ries Portfolio
Invests via S&CO Inc | Managed by Jason Ries
Invests via S&CO Inc
Managed by Jason Ries
Automatically Tracked
Jason Ries Profile
With a notable track record in investment banking, Jason Ries is recognized for his influential contributions to corporate finance. He has cultivated expertise across diverse sectors, managing high-stakes transactions and advising on mergers and acquisitions that shape competitive landscapes. His role as a strategic advisor highlights a keen understanding of market dynamics, enabling clients to capitalize on growth opportunities effectively. A strong academic foundation complements his professional journey, providing the analytical rigor necessary for navigating complex financial environments. Through leadership positions in major firms, he has established himself as an integral figure in driving business transformation.
With a notable track record in investment banking, Jason Ries is recognized for his influential contributions to corporate finance. He has cultivated expertise across diverse sectors, managing high-stakes transactions and advising on mergers and acquisitions that shape competitive landscapes. His role as a strategic advisor highlights a keen understanding of market dynamics, enabling clients to capitalize on growth opportunities effectively. A strong academic foundation complements his professional journey, providing the analytical rigor necessary for navigating complex financial environments. Through leadership positions in major firms, he has established himself as an integral figure in driving business transformation.
Investment Philosophy & Strategy
Opportunity arises from Jason Ries's extensive background in corporate finance, where he combines analytical insights with strategic acumen. His history of engaging in high-profile mergers and acquisitions indicates a decisive approach to identifying transformational investment avenues. Leveraging an expansive network across various industries enhances his ability to unlock value through innovative transactions that align with prevailing market trends. With a deep understanding of the nuances within competitive landscapes, he proactively seeks partnerships and investments poised for growth. This forward-thinking methodology ensures that each venture reflects both calculated risks and robust opportunity potential.
Opportunity arises from Jason Ries's extensive background in corporate finance, where he combines analytical insights with strategic acumen. His history of engaging in high-profile mergers and acquisitions indicates a decisive approach to identifying transformational investment avenues. Leveraging an expansive network across various industries enhances his ability to unlock value through innovative transactions that align with prevailing market trends. With a deep understanding of the nuances within competitive landscapes, he proactively seeks partnerships and investments poised for growth. This forward-thinking methodology ensures that each venture reflects both calculated risks and robust opportunity potential.
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:
44.79%
Gain -0.52%
Monthly
0.32%
Yearly
3.92%
Drawdown
10.97%
$1.79B
Equity
Holdings
$1.79B
Investment
$625.52M
$1.16B
Profit -$9.41M
Realized
-$0
Unrealized
$1.16B
Dividends
$519.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$9.41M
Win %
67%
This Week
Compared To Last Week
Gain
-1.88%
Profit
-$34.22M
Win %
67%
This Month
Compared to last month
Gain
-1.5%
Profit
-$27.28M
Win %
67%
This Year
Compared to last year
Gain
15.19%
Profit
$235.59M
Win %
67%
MRK Merck & Co., Inc.
+3.8%
+$1.68M 
LLY Eli Lilly and Company
+3.62%
+$183,784.87 
PEP PepsiCo, Inc.
+1.55%
+$200,936.06 
UNP Union Pacific Corporation
+1.44%
+$599,885.44 
KMB Kimberly-Clark Corporation
+1.14%
+$205,958.29 
MCD McDonald's Corporation
+1.06%
+$15,000 
BP BP p.l.c. Sponsored ADR
+0.58%
+$33,754.56 
DIS The Walt Disney Company
+0.38%
+$36,636.67 
ABT Abbott Laboratories
+0.35%
+$200,501.64 
ADI Analog Devices, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEG Aegon N.V.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BRK.B Berkshire Hathaway Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CATC Cambridge Bancorp
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ETR Entergy Corporation
0%
$0 
FNMA Fannie Mae
0%
$0 
GIS General Mills, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDA Idacorp Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
MDT Medtronic plc
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PRGO Perrigo Company plc
0%
$0 
RPM RPM International Inc.
0%
$0 
RWT Redwood Trust Inc.
0%
$0 
SLB Schlumberger Limited
0%
$0 
XRX Xerox Holdings Corporation
0%
$0 EKDK
EKDKQ
0%
$0 6070
607059102
0%
$0 TIN
TIN
0%
$0 TYC
TYC
0%
$0 PVN
PVN
0%
$0 2948
294821400
0%
$0 0236
02364J104
0%
$0 0019
001957109
0%
$0 9285
92857T107
0%
$0 CCU
CCU
0%
$0 SPLS
SPLS
0%
$0 SGP
SGP
0%
$0 MAY
MAY
0%
$0 RD
RD
0%
$0 EDS
EDS
0%
$0 TLAB
TLAB
0%
$0 5526
55268B106
0%
$0 LU
LU
0%
$0 7607
760719104
0%
$0 0488
048825103
0%
$0 0459
045919107
0%
$0 DCLK
DCLK
0%
$0 4566
45662S102
0%
$0 9344
934488107
0%
$0 6168
616880100
0%
$0 8816
881694103
0%
$0 3622
36225X100
0%
$0 SVM
SVM
0%
$0 SIAL
SIAL
0%
$0 0660
06605R106
0%
$0 4042
40428N109
0%
$0 G
G
0%
$0 HPQ
HPQ
0%
$0 CB
CB
0%
$0 WEC
WEC
0%
$0 1667
166751107
0%
$0 7624
762426609
0%
$0 6040
604059105
0%
$0 8873
887315109
0%
$0 4503
450306105
0%
$0 0424
042476101
0%
$0 1270
127072106
0%
$0 7593
759351208
0%
$0 4547
454707100
0%
$0 4628
46284P104
0%
$0 5844
58449U100
0%
$0 TMG
TMG
0%
$0 
CRD-A Crawford & Company
0%
$0 COMS
COMS
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 MCI
MCI
0%
$0 PSNR
PSNRY
0%
$0 
Events
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Dividends
Dividend Analysis
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No Data
| Trades 98 | Longs Won 34/98 34% | Profit Factor 20.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $36.39M |
| Average Win $35.94M | Best Trade (Oct 15) $201.88M | Sharpe Ratio 0 |
| Average Loss -$950,140.59 | Worst Trade (Oct 15) -$31.26M | Z-Score -2.45 (100%) |
| Commissions $0 | Avg. Trade Length 27y 3m 3w 3d | Expectancy $11.85M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 3.56% |
| Consecutive Losing Trades | 1,880 | 1,692 | 1,504 | 1,316 | 1,128 | 940 | 752 | 564 | 376 | 188 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 56,095 | $3.13M | $3.13M | - | - | - | 0.0 |
| 0236 02364J104 | 10,798 | $1.19M | $1.19M | - | - | - | 0.0 |
| 0424 042476101 | 14,400 | $833,000 | $833,000 | - | - | - | 0.0 |
| 0459 045919107 | 5,964 | $322,000 | $322,000 | - | - | - | 0.0 |
| 0488 048825103 | 14,702 | $1.23M | $1.23M | - | - | - | 0.0 |
| 0660 06605R106 | 28,074 | $1.44M | $1.44M | - | - | - | 0.0 |
| 0778 077853109 | 9,572 | $626,000 | $626,000 | - | - | - | 0.0 |
| 1270 127072106 | 64,800 | $1.38M | $1.38M | - | - | - | 0.0 |
| 1667 166751107 | 18,067 | $1.72M | $1.72M | - | - | - | 0.0 |
| 2948 294821400 | 376,420 | $12.4M | $12.4M | - | - | - | 0.0 |
| 3022 302290101 | 275,398 | $21.24M | $21.24M | - | - | - | 0.0 |
| 3622 36225X100 | 36,810 | $1.11M | $1.11M | - | - | - | 0.0 |
| 4042 40428N109 | 27,205 | $1.12M | $1.12M | - | - | - | 0.0 |
| 4503 450306105 | 15,658 | $591,000 | $591,000 | - | - | - | 0.0 |
| 4547 454707100 | 60,240 | $1.28M | $1.28M | - | - | - | 0.0 |
| 4566 45662S102 | 35,250 | $1.04M | $1.04M | - | - | - | 0.0 |
| 4628 46284P104 | 31,200 | $893,000 | $893,000 | - | - | - | 0.0 |
| 5526 55268B106 | 10,000 | $860,000 | $860,000 | - | - | - | 0.0 |
| 5844 58449U100 | 114,968 | $3.25M | $3.25M | - | - | - | 0.0 |
| 6040 604059105 | 59,599 | $5.18M | $5.18M | - | - | - | 0.0 |
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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 Jason Ries?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $158.89M, General Electric Company - $58.83M, Johnson & Johnson - $47.48M, Pfizer Inc - $25.85M, and Automatic Data Processing Inc - $20.27M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jason Ries's portfolio generate?
The portfolio generates substantial dividend income, with a total of $519.56M earned over time. The largest contributors to dividend income include Citigroup Inc - $158.89M, General Electric Company - $58.83M, Johnson & Johnson - $47.48M, Pfizer Inc - $25.85M, and Automatic Data Processing Inc - $20.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Ries's monthly returns?
Jason Ries's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jason Ries's strategy be considered aggressive or moderate?
Jason Ries's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jason Ries's strategy?
Jason Ries's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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