JM
Jeffrey Malcom Portfolio
Invests via Buttonwood Financial Advisors Inc. | Managed by Jeffrey Malcom
Invests via Buttonwood Financial Advisors Inc.
Managed by Jeffrey Malcom
Automatically Tracked
Jeffrey Malcom Profile
Jeffrey Malcom has established himself as a pivotal figure in the realm of financial services, drawing from extensive experience as an operating executive. With a proven track record of leadership within various organizations, he excels at navigating complex business environments and driving growth initiatives. His insights into market dynamics are grounded in years spent managing operations across diverse sectors, providing him with unique perspectives on strategic development. In addition to his operational expertise, he is well-regarded for fostering key partnerships that enhance organizational capabilities and competitiveness.
Jeffrey Malcom has established himself as a pivotal figure in the realm of financial services, drawing from extensive experience as an operating executive. With a proven track record of leadership within various organizations, he excels at navigating complex business environments and driving growth initiatives. His insights into market dynamics are grounded in years spent managing operations across diverse sectors, providing him with unique perspectives on strategic development. In addition to his operational expertise, he is well-regarded for fostering key partnerships that enhance organizational capabilities and competitiveness.
Investment Philosophy & Strategy
In a landscape characterized by rapid change, Jeffrey Malcom leverages his operational acumen to identify high-potential investment opportunities. His strategic focus emphasizes transformative growth within businesses that demonstrate scalability and strong market positioning. Driven by an entrepreneurial mindset, he applies rigorous analysis to evaluate sectors ripe for disruption, enhancing value through meticulous execution. Relationships built on trust serve as the foundation for his collaborative approach in aligning stakeholder interests with long-term objectives. Ultimately, this unique blend of experience and insight positions him to capitalize on emerging trends while navigating competitive landscapes.
In a landscape characterized by rapid change, Jeffrey Malcom leverages his operational acumen to identify high-potential investment opportunities. His strategic focus emphasizes transformative growth within businesses that demonstrate scalability and strong market positioning. Driven by an entrepreneurial mindset, he applies rigorous analysis to evaluate sectors ripe for disruption, enhancing value through meticulous execution. Relationships built on trust serve as the foundation for his collaborative approach in aligning stakeholder interests with long-term objectives. Ultimately, this unique blend of experience and insight positions him to capitalize on emerging trends while navigating competitive landscapes.
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:
34.07%
Gain +1.74%
Monthly
0.52%
Yearly
6.38%
Drawdown
13.08%
$329.83M
Equity
Holdings
$329.83M
Investment
$242.84M
$93.72M
Profit +$6.55M
Realized
$6.74M
Unrealized
$86.99M
Dividends
$13M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.74%
Profit
$6.55M
Win %
77%
This Week
Compared To Last Week
Gain
1.7%
Profit
$5.5M
Win %
77%
This Month
Compared to last month
Gain
1.06%
Profit
$3.46M
Win %
77%
This Year
Compared to last year
Gain
4.47%
Profit
$14.96M
Win %
77%
TER Teradyne, Inc.
+5.72%
+$503,732.6 
KLAC KLA Corporation
+5.55%
+$286,246.4 
STZ Constellation Brands, Inc.
+3.73%
+$14,060.22 
GEV GE Vernova Inc.
+3.65%
+$35,260.98 
LPLA LPL Financial Holdings Inc.
+3.58%
+$26,725.3 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$65,291.52 
CEG Constellation Energy Corporation
+2.86%
+$5,231.1 
SCHW Charles Schwab Corporation
+2.73%
+$101,896.52 
AMAT Applied Materials, Inc.
+2.64%
+$191,902.35 
MCHP Microchip Technology Incorporated
+2.48%
+$153,035.1 
JPM JPMorgan Chase & Co.
+2.3%
+$24,078.73 
AXP American Express Company
+2.18%
+$56,308.98 
WSM Williams-Sonoma, Inc.
+2.17%
+$15,945.78 
SYK Stryker Corporation
+2.11%
+$10,671.9 
ARW Arrow Electronics Inc.
+1.71%
+$197,660.8 
ACN Accenture plc Class A
+1.64%
+$15,864.6 
SOXX iShares Semiconductor ETF
+1.59%
+$14,362.12 
ARES Ares Management Corporation
+1.58%
+$4,181.1 
BLK BlackRock, Inc.
+1.56%
+$19,771.65 
BAC Bank of America Corporation
+1.5%
+$10,711.15 
COF Capital One Financial Corporation
+1.47%
+$3,861.88 
GPC Genuine Parts Company
+1.46%
+$3,604.45 
SPGI S&P Global Inc.
+1.37%
+$40,254.16 
FISV Fiserv, Inc.
+1.36%
+$41,208.48 
ABBV AbbVie Inc.
+1.3%
+$9,301.76 
NEE NextEra Energy, Inc.
+1.3%
+$2,757.7 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$21,106.45 
ICE Intercontinental Exchange, Inc.
+1.09%
+$7,788.61 
JNJ Johnson & Johnson
+1.07%
+$6,732 
V Visa Inc. Class A
+1.05%
+$48,443.53 
IJR iShares Core S&P Small-Cap ETF
+1%
+$4,179.09 
VO Vanguard Mid-Cap ETF
+0.97%
+$7,059.33 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$2,123.5 
MKL Markel Group Inc.
+0.87%
+$56,928 
PG Procter & Gamble Co
+0.85%
+$6,010.19 
BKNG Booking Holdings Inc.
+0.82%
+$6,547.5 
GE General Electric Company
+0.81%
+$11,107.76 
SO The Southern Company
+0.8%
+$1,937 
BUD Anheuser-Busch InBev S.A. ADR
+0.75%
+$24,018.83 
SBUX Starbucks Corporation
+0.74%
+$16,104.4 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$9,239.64 
HD The Home Depot, Inc.
+0.73%
+$13,981.44 
VB Vanguard Small-Cap ETF
+0.73%
+$2,180.09 
UNH UnitedHealth Group Incorporated
+0.72%
+$4,101.3 
PYPL PayPal Holdings Inc
+0.7%
+$1,642.27 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$76,313.23 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$25,685.4 
COST Costco Wholesale Corporation
+0.68%
+$6,999.66 
EMR Emerson Electric Co.
+0.66%
+$14,994 
YUM Yum! Brands, Inc.
+0.65%
+$1,900 
DUK Duke Energy Corporation
+0.64%
+$1,744.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$20,057 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$9,456.63 
CSGP CoStar Group, Inc.
+0.58%
+$12,280.08 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,233.61 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,273.08 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$21,451.57 
IWB iShares Russell 1000 ETF
+0.55%
+$4,326.78 
GOOGL Alphabet Inc
+0.53%
+$121,533.3 
GOOG Alphabet Inc
+0.45%
+$5,215.97 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$120,715.32 
HSY The Hershey Company
+0.42%
+$6,219.45 
WMT Walmart Inc.
+0.41%
+$1,421.5 
MGC Vanguard Mega Cap ETF
+0.41%
+$9,694.65 
PEP PepsiCo, Inc.
+0.4%
+$6,743.66 
BN Brookfield Corporation
+0.4%
+$13,350.6 
GD General Dynamics Corporation
+0.35%
+$2,532.55 
SLB Schlumberger Limited
+0.31%
+$2,585.45 
MMM 3M Company
+0.29%
+$2,811.52 
XOM Exxon Mobil Corporation
+0.28%
+$11,579.63 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$1,924.65 
VUG Vanguard Growth ETF
+0.22%
+$1,804.62 
ADP Automatic Data Processing Inc.
+0.2%
+$674.96 
EXPD Expeditors International of Washington, Inc.
+0.17%
+$606.2 
NVDA NVIDIA Corporation
+0.14%
+$607.2 
MSFT Microsoft Corp.
+0.1%
+$10,692.8 
KO The Coca-Cola Company
+0.1%
+$547.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$174.87 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$197.1 
ORCL Oracle Corporation
+0.05%
+$169.18 
MCD McDonald's Corporation
+0.01%
+$88.78 
BR Broadridge Financial Solutions, Inc.
0%
$0 
ADBE Adobe Inc.
-6.75%
-$195,480.28 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$120,185.85 
ABT Abbott Laboratories
-1.68%
-$4,208.37 
LMT Lockheed Martin Corporation
-1.53%
-$30,168.82 
AAPL Apple Inc.
-1.52%
-$65,520 
AMZN Amazon.com Inc
-1.23%
-$81,675.28 
AMT American Tower Corporation
-1.16%
-$6,338.2 
NFLX Netflix, Inc.
-1.14%
-$17,753.7 
HII Huntington Ingalls Industries Inc.
-1.12%
-$3,535.13 
CPRT Copart Inc.
-1.03%
-$25,312.56 
EBAY eBay Inc.
-0.91%
-$3,708 
NOW ServiceNow, Inc.
-0.87%
-$26,239.5 
CSCO Cisco Systems, Inc.
-0.6%
-$1,916.98 
FICO Fair Isaac Corporation
-0.57%
-$13,063.22 
UPS United Parcel Service, Inc.
-0.52%
-$1,956.6 
NOC Northrop Grumman Corporation
-0.4%
-$711.75 
RTX RTX Corporation
-0.34%
-$1,230.41 
DIS The Walt Disney Company
-0.3%
-$6,115.86 
CNQ Canadian Natural Resources Limited
-0.28%
-$13,484.12 
META Meta Platforms Inc Class A
-0.26%
-$20,974.25 
FHLC Fidelity MSCI Health Care Index ETF
-0.23%
-$34,380.29 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$26,705.7 
LOW Lowe's Companies Inc.
-0.12%
-$1,458.36 
FBND Fidelity Total Bond ETF
-0.11%
-$20,356.35 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$5,963.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$2,214.7 Events
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Dividends
Dividend Analysis
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| Trades 1457 | Longs Won 968/1457 66% | Profit Factor 6.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,282.23 |
| Average Win $115,326.72 | Best Trade (Jun 10) $7.65M | Sharpe Ratio -16.89 |
| Average Loss -$36,631.64 | Worst Trade (Jun 11) -$2.24M | Z-Score 8.86 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 4d | Expectancy $64,326.29 |
| 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 | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
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Returns
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