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:
56.06%
Gain -0.09%
Monthly
0.72%
Yearly
9%
Drawdown
16.64%
$245.29M
Equity
Holdings
$245.29M
Investment
$197.44M
$50.2M
Profit -$128,737.44
Realized
$2.35M
Unrealized
$47.85M
Dividends
$16.89M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$128,737.44
Win %
78%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$116,798.31
Win %
78%
This Month
Compared to last month
Gain
-0.72%
Profit
-$1.78M
Win %
78%
This Year
Compared to last year
Gain
-0.72%
Profit
-$1.78M
Win %
78%
AMD Advanced Micro Devices, Inc.
+2.77%
+$46,202.7 
GOOG Alphabet Inc
+2%
+$14,345.16 
MSFT Microsoft Corp.
+1.85%
+$15,439.5 
ARM Arm Holdings plc American Depositary Receipt
+1.61%
+$3,882.45 
AMZN Amazon.com Inc
+1.24%
+$2,784.6 
VDE Vanguard Energy ETF
+1.06%
+$59,579.08 
IBM International Business Machines Corporation
+0.96%
+$1,697.19 
GD General Dynamics Corporation
+0.93%
+$2,363.22 
NVDA NVIDIA Corporation
+0.61%
+$14,851.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.42%
+$26,960.78 
META Meta Platforms Inc Class A
+0.34%
+$2,037.3 
VUG Vanguard Growth ETF
+0.31%
+$32,452.69 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$469.45 
ADI Analog Devices, Inc.
+0.13%
+$300 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$338.75 
IVV iShares Core S&P 500 ETF
+0.07%
+$41,175.41 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.81%
-$56,471.4 
DELL Dell Technologies Inc.
-2.6%
-$11,006.1 
HD The Home Depot, Inc.
-1.9%
-$8,146.35 
NEE NextEra Energy, Inc.
-0.96%
-$3,961 
BND Vanguard Total Bond Market Index Fund
-0.31%
-$9,024.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$64,268.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$154,051.15 
VB Vanguard Small-Cap ETF
-0.25%
-$41,912.22 
VTV Vanguard Value ETF
-0.21%
-$21,166.9 
GLD SPDR Gold Shares
-0.2%
-$11,803.37 
VEU Vanguard FTSE All-World ex-US ETF
-0.1%
-$434.81 
AIZ Assurant Inc.
-0.07%
-$434.8 
VO Vanguard Mid-Cap ETF
-0.06%
-$2,689.65 
CMF iShares California Muni Bond ETF
-0.03%
-$112.5 
VT Vanguard Total World Stock ETF
-0.03%
-$8,071.94 Events
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Dividends
Dividend Analysis
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| Trades 363 | Longs Won 257/363 70% | Profit Factor 7.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $972,267.47 |
| Average Win $224,662.99 | Best Trade (Jul 20) $16.31M | Sharpe Ratio -10.33 |
| Average Loss -$71,118.64 | Worst Trade (Jul 20) -$3.75M | Z-Score 7.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $138,291.49 |
| 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% | 0.05% |
| Consecutive Losing Trades | 3,448 | 3,103 | 2,759 | 2,414 | 2,069 | 1,724 | 1,379 | 1,034 | 690 | 345 |
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 Jared McBride?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $4.67M, Vanguard Energy ETF - $3.2M, iShares Core S&P 500 ETF - $2.72M, Vanguard Intermediate-Term Corporate Bond Fund - $1.7M, 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, Nuveen Municipal Value Fund, Inc - $9,996, Chevron Corporation - $7,944.55, and BLBX - $107.99. 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 $16.89M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $5.58M, iShares Core S&P 500 ETF - $2.48M, Vanguard Total World Stock ETF - $1.81M, Vanguard Intermediate-Term Corporate Bond Fund - $1.69M, 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.
