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:
82.16%
Gain +0.6%
Monthly
1.15%
Yearly
14.69%
Drawdown
23.5%
$323.92M
Equity
Holdings
$323.92M
Investment
$246.44M
$86.46M
Profit +$806,724.55
Realized
$8.98M
Unrealized
$77.48M
Dividends
$13.54M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$806,724.55
Win %
77%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$3M
Win %
77%
This Month
Compared to last month
Gain
-1.49%
Profit
-$4.9M
Win %
77%
This Year
Compared to last year
Gain
-1.51%
Profit
-$4.97M
Win %
76%
TER Teradyne, Inc.
+5.09%
+$346,637.65 
AMD Advanced Micro Devices, Inc.
+3.49%
+$8,951.85 
GEV GE Vernova Inc.
+2.22%
+$24,312.15 
MSFT Microsoft Corp.
+2.04%
+$250,620.65 
GOOG Alphabet Inc
+1.97%
+$21,978.94 
GOOGL Alphabet Inc
+1.83%
+$391,496.16 
ABT Abbott Laboratories
+1.73%
+$4,852.86 
ICE Intercontinental Exchange, Inc.
+1.7%
+$12,211.78 
SOXX iShares Semiconductor ETF
+1.66%
+$13,367.2 
RTX RTX Corporation
+1.57%
+$5,806.4 
FISV Fiserv, Inc.
+1.53%
+$43,276.78 
CVX Chevron Corporation
+1.49%
+$3,948 
NOW ServiceNow, Inc.
+1.49%
+$62,068.16 
AMZN Amazon.com Inc
+1.37%
+$93,125.76 
HII Huntington Ingalls Industries Inc.
+1.24%
+$3,503.66 
EBAY eBay Inc.
+1.1%
+$3,680.58 
XOM Exxon Mobil Corporation
+1.07%
+$43,168.76 
SCHW Charles Schwab Corporation
+1.04%
+$44,607.98 
V Visa Inc. Class A
+1.04%
+$53,943.72 
GD General Dynamics Corporation
+0.97%
+$7,180.02 
ACN Accenture plc Class A
+0.95%
+$7,844.48 
LPLA LPL Financial Holdings Inc.
+0.92%
+$10,983.88 
MCHP Microchip Technology Incorporated
+0.88%
+$44,603.13 
NVDA NVIDIA Corporation
+0.87%
+$3,872 
FICO Fair Isaac Corporation
+0.7%
+$18,751.25 
MMM 3M Company
+0.66%
+$6,449.22 
LMT Lockheed Martin Corporation
+0.64%
+$11,810.98 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$1,984.14 
STZ Constellation Brands, Inc.
+0.6%
+$1,796.8 
MKL Markel Group Inc.
+0.58%
+$40,961.9 
MA Mastercard Incorporated
+0.57%
+$7,712.8 
SYK Stryker Corporation
+0.56%
+$2,916.02 
BUD Anheuser-Busch InBev S.A. ADR
+0.55%
+$17,072.88 
BR Broadridge Financial Solutions, Inc.
+0.49%
+$5,351.68 
DUK Duke Energy Corporation
+0.47%
+$1,292.1 
VUG Vanguard Growth ETF
+0.46%
+$3,687.45 
MGK Vanguard Mega Cap Growth ETF
+0.43%
+$3,232.32 
META Meta Platforms Inc Class A
+0.37%
+$34,413.6 
MOAT VanEck Morningstar Wide Moat Fund
+0.28%
+$81,362.7 
CSGP CoStar Group, Inc.
+0.23%
+$7,273.77 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$2,196.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$3,006.87 
HSY The Hershey Company
+0.2%
+$2,729.18 
CNQ Canadian Natural Resources Limited
+0.19%
+$8,861.93 
IWB iShares Russell 1000 ETF
+0.18%
+$1,420.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$5,645.51 
IVV iShares Core S&P 500 ETF
+0.17%
+$947.69 
COF Capital One Financial Corporation
+0.16%
+$489.94 
MGC Vanguard Mega Cap ETF
+0.14%
+$3,225.3 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$13,495.66 
AMAT Applied Materials, Inc.
+0.11%
+$6,860 
PYPL PayPal Holdings Inc
+0.1%
+$330.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$2,125.95 
VO Vanguard Mid-Cap ETF
+0.03%
+$173.68 
CPRT Copart Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-3.82%
-$78,210.94 
UPS United Parcel Service, Inc.
-3.5%
-$14,164.56 
ARES Ares Management Corporation
-3.23%
-$8,073.51 
ORCL Oracle Corporation
-2.72%
-$6,247.04 
AAPL Apple Inc.
-2.69%
-$128,979.06 
BN Brookfield Corporation
-2.28%
-$73,772.29 
NFLX Netflix, Inc.
-2.23%
-$29,270.92 
LOW Lowe's Companies Inc.
-2.03%
-$23,717.61 
EMR Emerson Electric Co.
-2%
-$44,305.2 
PEP PepsiCo, Inc.
-1.98%
-$30,964.46 
HD The Home Depot, Inc.
-1.89%
-$37,158.4 
EXPD Expeditors International of Washington, Inc.
-1.85%
-$7,317.7 
AMT American Tower Corporation
-1.8%
-$8,821.98 
GE General Electric Company
-1.76%
-$24,952.96 
WMT Walmart Inc.
-1.75%
-$5,242 
BKNG Booking Holdings Inc.
-1.66%
-$14,616.56 
WSM Williams-Sonoma, Inc.
-1.58%
-$11,424.72 
KLAC KLA Corporation
-1.48%
-$6,724.01 
GPC Genuine Parts Company
-1.37%
-$4,122.81 
DIS The Walt Disney Company
-1.3%
-$25,335.53 
JNJ Johnson & Johnson
-1.29%
-$8,459.64 
BLK BlackRock, Inc.
-1.11%
-$14,818.44 
ADBE Adobe Inc.
-1.04%
-$31,483.08 
BAC Bank of America Corporation
-1%
-$7,872 
NEE NextEra Energy, Inc.
-0.97%
-$2,156.02 
SBUX Starbucks Corporation
-0.86%
-$10,596.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.69%
-$1,639.22 
COST Costco Wholesale Corporation
-0.68%
-$6,433.58 
FHLC Fidelity MSCI Health Care Index ETF
-0.66%
-$104,447.72 
PG Procter & Gamble Co
-0.65%
-$4,659.9 
ASML ASML Holding N.V. New York Registry Shares
-0.59%
-$34,521.73 
SO The Southern Company
-0.58%
-$1,430 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$67,608.59 
AXP American Express Company
-0.51%
-$14,631.96 
JPM JPMorgan Chase & Co.
-0.51%
-$5,759.17 
SLB Schlumberger Limited
-0.44%
-$2,933.76 
VIG Vanguard Dividend Appreciation ETF
-0.42%
-$15,578.24 
ABBV AbbVie Inc.
-0.4%
-$3,256.86 
MCD McDonald's Corporation
-0.38%
-$4,517.58 
YUM Yum! Brands, Inc.
-0.34%
-$950 
VOE Vanguard Mid-Cap Value ETF
-0.34%
-$7,057.72 
CSCO Cisco Systems, Inc.
-0.3%
-$876.18 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$3,829.73 
ARW Arrow Electronics Inc.
-0.29%
-$29,605.8 
FBND Fidelity Total Bond ETF
-0.28%
-$53,306.37 
UNH UnitedHealth Group Incorporated
-0.27%
-$1,583.41 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$775.71 
ADP Automatic Data Processing Inc.
-0.15%
-$596.42 
VB Vanguard Small-Cap ETF
-0.13%
-$338.91 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.11%
-$14,376.12 
KO The Coca-Cola Company
-0.1%
-$533.28 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$5,706.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$69.87 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$60.62 
SPGI S&P Global Inc.
0%
-$83.11 Events
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Dividends
Dividend Analysis
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| Trades 1554 | Longs Won 1037/1554 66% | Profit Factor 5.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,273.92 |
| Average Win $101,674.75 | Best Trade (Jul 20) $6.73M | Sharpe Ratio -11.3 |
| Average Loss -$36,697.15 | Worst Trade (Jul 24) -$2.3M | Z-Score 8.77 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 5d | Expectancy $55,639.83 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
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FAQ
Which stocks have generated the highest profits for Jeffrey Malcom?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $2.09M, VanEck Morningstar Wide Moat Fund - $1.71M, Fidelity Total Bond ETF - $1.55M, Teradyne, Inc - $1.53M, and Meta Platforms Inc Class A - $1.41M. 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: PayPal Holdings Inc - $507,570.71, U.S. Bancorp - $485,275.34, Diageo plc Sponsored ADR - $310,771.92, Dominion Energy, Inc - $293,171.34, and The Walt Disney Company - $262,667.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Malcom's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.54M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.55M, iShares Core 1-5 Year USD Bond ETF - $1.48M, VanEck Morningstar Wide Moat Fund - $938,827.41, Fidelity MSCI Health Care Index ETF - $692,527.4, and iShares 1-3 Year Treasury Bond ETF - $647,194.81. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Malcom's monthly returns?
Jeffrey Malcom'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 Jeffrey Malcom's strategy be considered aggressive or moderate?
Jeffrey Malcom'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 Jeffrey Malcom's strategy?
Jeffrey Malcom's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
