JM
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
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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:
31.85%
Gain +0.89%
Monthly
0.41%
Yearly
4.98%
Drawdown
11.92%
$240.56M
Equity
Holdings
$240.56M
Investment
$189.02M
$53.56M
Profit +$2.38M
Realized
$2.02M
Unrealized
$51.54M
Dividends
$16.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$2.38M
Win %
86%
This Week
Compared To Last Week
Gain
1%
Profit
$2.38M
Win %
86%
This Month
Compared to last month
Gain
-0.01%
Profit
-$12,214.27
Win %
86%
This Year
Compared to last year
Gain
5.75%
Profit
$13.44M
Win %
85%
AMD Advanced Micro Devices, Inc.
+7.18%
+$153,209.97 
DELL Dell Technologies Inc.
+4.22%
+$23,366 
META Meta Platforms Inc Class A
+4.2%
+$20,938.66 
NVDA NVIDIA Corporation
+3.03%
+$65,935.2 
ALOY Blackboxstocks Inc.
+2.85%
+$5,635.5 
VUG Vanguard Growth ETF
+2.59%
+$268,952.67 
GLD SPDR Gold Shares
+2.58%
+$155,945.08 
GOOG Alphabet Inc
+2.57%
+$14,170.98 
VWO Vanguard FTSE Emerging Markets ETF
+2.15%
+$137,687.04 
MSFT Microsoft Corp.
+2.15%
+$15,703.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.66%
+$8,224.84 
AAPL Apple Inc.
+1.64%
+$20,090.34 
VT Vanguard Total World Stock ETF
+1.53%
+$480,041.06 
IVV iShares Core S&P 500 ETF
+1.44%
+$881,186.67 
VEU Vanguard FTSE All-World ex-US ETF
+1.37%
+$6,468.75 
VO Vanguard Mid-Cap ETF
+1.34%
+$54,471.56 
VB Vanguard Small-Cap ETF
+0.81%
+$136,008 
VTV Vanguard Value ETF
+0.68%
+$66,253.68 
HD The Home Depot, Inc.
+0.59%
+$1,466.73 
NEE NextEra Energy, Inc.
+0.35%
+$1,398 
GD General Dynamics Corporation
+0.13%
+$317.86 
CMF iShares California Muni Bond ETF
+0.11%
+$487.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$19,843.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.08%
+$39,275.78 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$2,329.2 
Events
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Dividends
Dividend Analysis
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| Trades 337 | Longs Won 253/337 75% | Profit Factor 8.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $239,564.43 | Best Trade (Jun 15) $16.97M | Sharpe Ratio -9.36 |
| Average Loss -$83,977.31 | Worst Trade (Jun 10) -$3.67M | Z-Score 10.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $158,919.01 |
| 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% | 0.06% |
| Consecutive Losing Trades | 2,865 | 2,579 | 2,292 | 2,006 | 1,719 | 1,433 | 1,146 | 860 | 573 | 287 |
Hover over the desired column for a detailed explanation.
Returns
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