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:
94.09%
Gain -1.5%
Monthly
1.22%
Yearly
15.67%
Drawdown
23.53%
$333.86M
Equity
Holdings
$333.86M
Investment
$246.44M
$95.92M
Profit -$3.08M
Realized
$8.5M
Unrealized
$87.42M
Dividends
$13.95M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.5%
Profit
-$3.08M
Win %
75%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$3.21M
Win %
75%
This Month
Compared to last month
Gain
-1.25%
Profit
-$4.24M
Win %
75%
This Year
Compared to last year
Gain
1.51%
Profit
$4.97M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$994,075.88 
GOOG Alphabet Inc
+6.88%
+$73,917.46 
GOOGL Alphabet Inc
+6.73%
+$1.38M 
LPLA LPL Financial Holdings Inc.
+4.28%
+$53,543.05 
META Meta Platforms Inc Class A
+3.28%
+$253,513.39 
ARES Ares Management Corporation
+3.2%
+$7,904.26 
MSFT Microsoft Corp.
+3.02%
+$424,031.15 
NVDA NVIDIA Corporation
+2.93%
+$12,562.02 
CVX Chevron Corporation
+2.35%
+$6,373.2 
CSCO Cisco Systems, Inc.
+2.14%
+$6,262.11 
HII Huntington Ingalls Industries Inc.
+2.05%
+$6,870.97 
ORCL Oracle Corporation
+1.81%
+$4,194.96 
ARW Arrow Electronics Inc.
+1.75%
+$183,555.96 
ACN Accenture plc Class A
+1.61%
+$15,169.9 
LMT Lockheed Martin Corporation
+1.5%
+$31,266.49 
GE General Electric Company
+1.42%
+$20,441.91 
SLB Schlumberger Limited
+1.39%
+$9,731.48 
KLAC KLA Corporation
+1.38%
+$5,323.64 
BN Brookfield Corporation
+1.19%
+$37,071.57 
AMAT Applied Materials, Inc.
+1.18%
+$72,275.24 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$8,299.2 
VUG Vanguard Growth ETF
+1.1%
+$8,793.15 
NOW ServiceNow, Inc.
+1.05%
+$46,752.64 
ADBE Adobe Inc.
+1.01%
+$32,123.11 
ADP Automatic Data Processing Inc.
+0.98%
+$3,973.04 
SCHW Charles Schwab Corporation
+0.87%
+$38,295.53 
MGC Vanguard Mega Cap ETF
+0.87%
+$19,517.1 
CNQ Canadian Natural Resources Limited
+0.85%
+$41,703.2 
GEV GE Vernova Inc.
+0.85%
+$8,600.85 
MCD McDonald's Corporation
+0.82%
+$9,743.84 
EMR Emerson Electric Co.
+0.79%
+$18,738.56 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,338.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,919.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,732.48 
IWB iShares Russell 1000 ETF
+0.64%
+$4,951.04 
TER Teradyne, Inc.
+0.6%
+$46,486.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$18,695.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,990.86 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,905.21 
EBAY eBay Inc.
+0.43%
+$1,463.64 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$13,192.68 
RTX RTX Corporation
+0.39%
+$1,604.4 
PG Procter & Gamble Co
+0.37%
+$2,520.15 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$42,545.64 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$13,606.08 
BAC Bank of America Corporation
+0.36%
+$2,816 
GD General Dynamics Corporation
+0.32%
+$2,440 
JPM JPMorgan Chase & Co.
+0.27%
+$3,129.26 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$65,090.7 
SO The Southern Company
+0.21%
+$520 
JNJ Johnson & Johnson
+0.21%
+$1,373.23 
MMM 3M Company
+0.12%
+$1,283.69 
WMT Walmart Inc.
+0.09%
+$262.11 
ABT Abbott Laboratories
+0.09%
+$251.01 
SOXX iShares Semiconductor ETF
+0.07%
+$554.42 
DIS The Walt Disney Company
+0.03%
+$596.13 
AAPL Apple Inc.
-7.35%
-$352,965.4 
SYK Stryker Corporation
-6.42%
-$36,190.8 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$77,318.8 
ABBV AbbVie Inc.
-2.51%
-$20,658.71 
ICE Intercontinental Exchange, Inc.
-2.42%
-$19,446.49 
CSGP CoStar Group, Inc.
-2.38%
-$72,737.7 
YUM Yum! Brands, Inc.
-2.37%
-$7,068 
WSM Williams-Sonoma, Inc.
-2%
-$14,706.99 
NFLX Netflix, Inc.
-2%
-$27,840.74 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,777.09 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,650.56 
CPRT Copart Inc.
-1.52%
-$45,429.75 
FICO Fair Isaac Corporation
-1.45%
-$35,509.66 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$74,702.56 
HSY The Hershey Company
-1.23%
-$17,498.84 
NEE NextEra Energy, Inc.
-1.15%
-$2,532.07 
LOW Lowe's Companies Inc.
-1.08%
-$12,727.9 
KO The Coca-Cola Company
-1.02%
-$5,999.4 
UPS United Parcel Service, Inc.
-1%
-$3,609.9 
XOM Exxon Mobil Corporation
-0.97%
-$41,802.66 
MCHP Microchip Technology Incorporated
-0.96%
-$44,915.16 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$138,594.09 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$110,632.64 
PYPL PayPal Holdings Inc
-0.76%
-$2,488.2 
SPGI S&P Global Inc.
-0.74%
-$25,490.29 
MA Mastercard Incorporated
-0.74%
-$10,540.01 
BLK BlackRock, Inc.
-0.73%
-$9,887.21 
DUK Duke Energy Corporation
-0.67%
-$1,839.6 
AMT American Tower Corporation
-0.63%
-$3,171.33 
SBUX Starbucks Corporation
-0.57%
-$6,986.4 
COF Capital One Financial Corporation
-0.54%
-$1,628.34 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$5,930.24 
PEP PepsiCo, Inc.
-0.46%
-$7,312.64 
HD The Home Depot, Inc.
-0.42%
-$8,070.46 
AXP American Express Company
-0.38%
-$10,266.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$13,727.33 
GPC Genuine Parts Company
-0.37%
-$1,109.06 
FBND Fidelity Total Bond ETF
-0.27%
-$51,174.12 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$613.7 
FISV Fiserv, Inc.
-0.24%
-$7,259.33 
COST Costco Wholesale Corporation
-0.24%
-$2,302.77 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$4,981.82 
VB Vanguard Small-Cap ETF
-0.22%
-$573.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$503.1 
MKL Markel Group Inc.
-0.2%
-$13,714.02 
BKNG Booking Holdings Inc.
-0.18%
-$1,651.14 
STZ Constellation Brands, Inc.
-0.12%
-$336.9 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,332.08 
VO Vanguard Mid-Cap ETF
-0.05%
-$347.36 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$5,227.68 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$116.58 
V Visa Inc. Class A
-0.04%
-$2,029.99 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$114.89 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,143.84 Events
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Dividends
Dividend Analysis
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| Trades 1554 | Longs Won 1029/1554 66% | Profit Factor 6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $332,353.91 |
| Average Win $111,865.14 | Best Trade (Aug 05) $7.52M | Sharpe Ratio -11.29 |
| Average Loss -$36,543.8 | Worst Trade (Sep 10) -$2.34M | Z-Score 5.97 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 5d | Expectancy $61,726.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,395 | $2.63M | $4.45M | - | $1.82M | 69.05% | -7.354% |
| ABBV AbbVie Inc. | 3,193 | $477,447.67 | $801,251.42 | - | $323,803.75 | 67.82% | -2.513% |
| ABT Abbott Laboratories | 2,789 | $293,781.85 | $294,797.3 | - | $1,015.45 | 0.35% | +0.085% |
| ACN Accenture plc Class A | 5,768 | $2.39M | $957,026.56 | - | -$1.43M | -59.98% | +1.611% |
| ADBE Adobe Inc. | 12,798 | $4.1M | $3.2M | - | -$898,101.64 | -21.89% | +1.013% |
| ADP Automatic Data Processing Inc. | 1,534 | $378,253.72 | $408,749.62 | - | $30,495.9 | 8.06% | +0.982% |
| AMAT Applied Materials, Inc. | 12,250 | $1.92M | $6.22M | - | $4.3M | 224.64% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 517 | $300,330.45 | $246,169.54 | - | -$54,160.91 | -18.03% | -1.904% |
| AMT American Tower Corporation | 2,883 | $688,993.95 | $499,796.88 | - | -$189,197.07 | -27.46% | -0.631% |
| AMZN Amazon.com Inc | 27,552 | $3.95M | $7.48M | - | $3.53M | 89.42% | +15.321% |
| ARES Ares Management Corporation | 1,991 | $147,106.93 | $255,027.18 | - | $107,920.25 | 73.36% | +3.199% |
| ARW Arrow Electronics Inc. | 49,343 | $5.91M | $10.69M | - | $4.78M | 80.91% | +1.748% |
| ASML ASML Holding N.V. New York Registry Shares | 3,329 | $3.22M | $5.42M | - | $2.2M | 68.27% | -1.359% |
| AXP American Express Company | 8,084 | $1.32M | $2.72M | - | $1.4M | 105.53% | -0.376% |
| BAC Bank of America Corporation | 12,800 | $569,386.26 | $792,960 | - | $223,573.74 | 39.27% | +0.356% |
| BKNG Booking Holdings Inc. | 4,856 | $472,068.19 | $936,722.35 | - | $464,654.16 | 98.43% | -0.176% |
| BLK BlackRock, Inc. | 1,239 | $1.27M | $1.35M | - | $80,881.93 | 6.37% | -0.727% |
| BN Brookfield Corporation | 74,143 | $3.1M | $3.15M | - | $50,364.26 | 1.62% | +1.19% |
| BR Broadridge Financial Solutions, Inc. | 7,232 | $1.11M | $1.11M | - | $5,659.18 | 0.51% | -0.53% |
| BRK-B Berkshire Hathaway Inc. | 22,874 | $7.31M | $11.7M | - | $4.39M | 60.1% | +0.365% |
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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 - $2.1M, VanEck Morningstar Wide Moat Fund - $1.71M, Fidelity Total Bond ETF - $1.62M, 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 - $484,801.2, Diageo plc Sponsored ADR - $321,280.42, Dominion Energy, Inc - $293,171.34, and The Walt Disney Company - $261,733.77. 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 $13.95M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.62M, iShares Core 1-5 Year USD Bond ETF - $1.57M, VanEck Morningstar Wide Moat Fund - $938,827.41, iShares 1-3 Year Treasury Bond ETF - $703,803.5, and Fidelity MSCI Health Care Index ETF - $692,527.4. 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.
