Jared McBride Portfolio
Invests via GoalFusion Wealth Management LLC | Managed by Jared McBride, Cary Laudadio
Invests via GoalFusion Wealth Management LLC
Managed by Jared McBride, Cary Laudadio
Automatically Tracked
Jared McBride Profile
With a robust entrepreneurial background, Jared McBride has established himself as a pivotal figure in the technology sector. His journey encompasses founding and scaling innovative startups that have disrupted traditional business models, particularly in digital solutions and software development. His extensive experience includes overseeing product commercialization and spearheading market expansion initiatives that address evolving consumer needs. Known for his leadership capabilities, he has played instrumental roles in shaping company cultures that foster creativity and drive growth. McBride’s insights into emerging technologies position him uniquely within the investment landscape, appealing to venture capitalists interested in high-impact opportunities.
With a robust entrepreneurial background, Jared McBride has established himself as a pivotal figure in the technology sector. His journey encompasses founding and scaling innovative startups that have disrupted traditional business models, particularly in digital solutions and software development. His extensive experience includes overseeing product commercialization and spearheading market expansion initiatives that address evolving consumer needs. Known for his leadership capabilities, he has played instrumental roles in shaping company cultures that foster creativity and drive growth. McBride’s insights into emerging technologies position him uniquely within the investment landscape, appealing to venture capitalists interested in high-impact opportunities.
Investment Philosophy & Strategy
In today's dynamic tech landscape, Jared McBride leverages his entrepreneurial acumen to identify and nurture transformative investment prospects. His strategic foresight enables him to connect with innovative startups that challenge conventional paradigms, emphasizing scalability and market relevance. By championing ideas that harness cutting-edge technology, he actively drives forward-thinking initiatives aimed at disruption and growth. His comprehensive understanding of consumer demands ensures a refined focus on high-potential sectors where value creation thrives. This visionary approach resonates with investors seeking not just returns but also the chance to be part of meaningful change in the marketplace.
In today's dynamic tech landscape, Jared McBride leverages his entrepreneurial acumen to identify and nurture transformative investment prospects. His strategic foresight enables him to connect with innovative startups that challenge conventional paradigms, emphasizing scalability and market relevance. By championing ideas that harness cutting-edge technology, he actively drives forward-thinking initiatives aimed at disruption and growth. His comprehensive understanding of consumer demands ensures a refined focus on high-potential sectors where value creation thrives. This visionary approach resonates with investors seeking not just returns but also the chance to be part of meaningful change in the marketplace.
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:
60.84%
Gain -0.81%
Monthly
0.73%
Yearly
9.08%
Drawdown
16.64%
$247.69M
Equity
Holdings
$247.69M
Investment
$197.44M
$52.42M
Profit -$1.21M
Realized
$2.16M
Unrealized
$50.26M
Dividends
$17.46M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.21M
Win %
78%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$1.21M
Win %
78%
This Month
Compared to last month
Gain
-1.16%
Profit
-$2.92M
Win %
78%
This Year
Compared to last year
Gain
0.26%
Profit
$629,941.87
Win %
78%
GOOG Alphabet Inc
+3.06%
+$21,268.98 
META Meta Platforms Inc Class A
+2.71%
+$16,322.53 
IBM International Business Machines Corporation
+2.4%
+$4,878.9 
MSFT Microsoft Corp.
+1.97%
+$20,684.7 
HD The Home Depot, Inc.
+0.7%
+$2,740.71 
GD General Dynamics Corporation
+0.26%
+$649.54 
AIZ Assurant Inc.
+0.26%
+$1,576.15 
AAPL Apple Inc.
+0.24%
+$4,871.34 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
-9.74%
-$23,330.9 
DELL Dell Technologies Inc.
-5.81%
-$35,168.32 
ADI Analog Devices, Inc.
-4.69%
-$10,656 
AMD Advanced Micro Devices, Inc.
-4.33%
-$75,319.5 
NVDA NVIDIA Corporation
-3.35%
-$88,381.68 
GLD SPDR Gold Shares
-1.51%
-$97,337.38 
VEU Vanguard FTSE All-World ex-US ETF
-1.3%
-$6,215.62 
AMZN Amazon.com Inc
-1.26%
-$2,948.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$81,982.78 
VDE Vanguard Energy ETF
-1.17%
-$74,473.85 
NEE NextEra Energy, Inc.
-0.81%
-$3,122.2 
VT Vanguard Total World Stock ETF
-0.76%
-$246,255.78 
VO Vanguard Mid-Cap ETF
-0.52%
-$22,593.01 
VTV Vanguard Value ETF
-0.49%
-$50,156.35 
IVV iShares Core S&P 500 ETF
-0.47%
-$297,805.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$2,235.75 
VB Vanguard Small-Cap ETF
-0.37%
-$62,581.26 
VUG Vanguard Growth ETF
-0.36%
-$39,187.79 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$709.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$44,814.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$15,739.26 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$2,005.4 
CMF iShares California Muni Bond ETF
-0.05%
-$225 Events
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Dividends
Dividend Analysis
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| Trades 363 | Longs Won 261/363 71% | Profit Factor 6.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $236,098.62 | Best Trade (Sep 03) $18.13M | Sharpe Ratio -9.94 |
| Average Loss -$90,237.4 | Worst Trade (Sep 14) -$4.26M | Z-Score 9.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 4d | Expectancy $144,400.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 2,747 | 2,473 | 2,198 | 1,923 | 1,648 | 1,374 | 1,099 | 824 | 549 | 275 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,014 | $1.39M | $2M | - | $616,782.67 | 44.49% | +0.244% |
| ADI Analog Devices, Inc. | 600 | $238,302.01 | $216,612 | - | -$21,690.01 | -9.1% | -4.689% |
| AGG iShares Core U.S. Aggregate Bond ETF | 560,186 | $58.8M | $53.72M | - | -$5.08M | -8.64% | -0.083% |
| AIZ Assurant Inc. | 2,174 | $273,315.28 | $615,644.19 | - | $342,328.91 | 125.25% | +0.257% |
| AMD Advanced Micro Devices, Inc. | 3,370 | $478,203 | $1.66M | - | $1.19M | 247.98% | -4.33% |
| AMZN Amazon.com Inc | 910 | $216,889.4 | $230,721.4 | - | $13,832 | 6.38% | -1.262% |
| ARM Arm Holdings plc American Depositary Receipt | 905 | $320,885.86 | $216,304.05 | - | -$104,581.81 | -32.59% | -9.736% |
| BND Vanguard Total Bond Market Index Fund | 40,108 | $2.95M | $2.85M | - | -$97,117.14 | -3.29% | -0.07% |
| CMF iShares California Muni Bond ETF | 7,500 | $426,450 | $414,825 | - | -$11,625 | -2.73% | -0.054% |
| DELL Dell Technologies Inc. | 1,067 | $175,126.71 | $570,130.11 | - | $395,003.4 | 225.55% | -5.81% |
| GD General Dynamics Corporation | 691 | $201,537.06 | $246,576.44 | - | $45,039.38 | 22.35% | +0.264% |
| GLD SPDR Gold Shares | 16,169 | $3.16M | $6.35M | - | $3.19M | 101.24% | -1.51% |
| GOOG Alphabet Inc | 2,073 | $485,269.43 | $716,656.83 | - | $231,387.4 | 47.68% | +3.059% |
| HD The Home Depot, Inc. | 1,263 | $439,037.32 | $392,679.33 | - | -$46,357.99 | -10.56% | +0.703% |
| IBM International Business Machines Corporation | 834 | $143,942.22 | $207,782.76 | - | $63,840.54 | 44.35% | +2.405% |
| IVV iShares Core S&P 500 ETF | 83,186 | $39.84M | $63.58M | - | $23.74M | 59.6% | -0.466% |
| META Meta Platforms Inc Class A | 929 | $301,777.84 | $618,342.4 | - | $316,564.56 | 104.9% | +2.711% |
| MGK Vanguard Mega Cap Growth ETF | 2,290 | $201,313.9 | $205,161.1 | - | $3,847.2 | 1.91% | -0.345% |
| MSFT Microsoft Corp. | 2,115 | $763,203.7 | $1.07M | - | $305,738.45 | 40.06% | +1.973% |
| NEE NextEra Energy, Inc. | 4,660 | $394,748.6 | $380,442.4 | - | -$14,306.2 | -3.62% | -0.814% |
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FAQ
Which stocks have generated the highest profits for Jared McBride?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $5.05M, Vanguard Energy ETF - $3.19M, iShares Core S&P 500 ETF - $2.72M, Vanguard Intermediate-Term Corporate Bond Fund - $1.88M, and Vanguard Total World Stock ETF - $1.53M. 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: Accenture plc Class A - $108,785, Oklo Inc - $107,848.35, Chevron Corporation - $84,440.32, The Walt Disney Company - $21,471.03, and HIVE Digital Technologies Ltd - $12,800. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jared McBride's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.46M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $5.96M, iShares Core S&P 500 ETF - $2.48M, Vanguard Intermediate-Term Corporate Bond Fund - $1.86M, Vanguard Total World Stock ETF - $1.81M, and iShares 0-5 Year TIPS Bond ETF - $1.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jared McBride's monthly returns?
Jared McBride'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 Jared McBride's strategy be considered aggressive or moderate?
Jared McBride's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jared McBride's strategy?
Jared McBride'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.
