JCM
Jason C. Martin Portfolio
Invests via AllGen Financial Advisors Inc. | Managed by Jason C. Martin
Invests via AllGen Financial Advisors Inc.
Managed by Jason C. Martin
Automatically Tracked
Jason C. Martin Profile
With a multifaceted career in investment and corporate strategy, Jason C. Martin stands out as a pivotal figure within the finance sector. He brings extensive experience in operational leadership across diverse industries, demonstrating proficiency in both driving growth and managing complex organizational dynamics. His track record includes influential roles at various publicly traded firms where he played key parts in shaping strategic initiatives and optimizing financial performance. This unique blend of expertise enhances his value to investment communities looking for leaders with hands-on operational acumen who can navigate competitive landscapes effectively.
With a multifaceted career in investment and corporate strategy, Jason C. Martin stands out as a pivotal figure within the finance sector. He brings extensive experience in operational leadership across diverse industries, demonstrating proficiency in both driving growth and managing complex organizational dynamics. His track record includes influential roles at various publicly traded firms where he played key parts in shaping strategic initiatives and optimizing financial performance. This unique blend of expertise enhances his value to investment communities looking for leaders with hands-on operational acumen who can navigate competitive landscapes effectively.
Investment Philosophy & Strategy
Identifying transformative opportunities is where Jason C. Martin excels, harnessing his deep operational insights to influence strategic investment decisions. With a solid foundation in corporate leadership, he consistently prioritizes innovative approaches to capture market shifts while optimizing performance metrics. This proactive stance drives not only growth but also elevates portfolio resilience through an emphasis on agile management practices. His rich tapestry of experiences across sectors underscores a keen ability to pivot toward emerging trends and align resources effectively, positioning stakeholders for success in dynamic environments.
Identifying transformative opportunities is where Jason C. Martin excels, harnessing his deep operational insights to influence strategic investment decisions. With a solid foundation in corporate leadership, he consistently prioritizes innovative approaches to capture market shifts while optimizing performance metrics. This proactive stance drives not only growth but also elevates portfolio resilience through an emphasis on agile management practices. His rich tapestry of experiences across sectors underscores a keen ability to pivot toward emerging trends and align resources effectively, positioning stakeholders for success in dynamic environments.
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:
45.5%
Gain +1.29%
Monthly
0.57%
Yearly
7.09%
Drawdown
17.16%
$459.91M
Equity
Holdings
$459.91M
Investment
$393.62M
$92.24M
Profit +$4.26M
Realized
$25.95M
Unrealized
$66.29M
Dividends
$35.16M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.29%
Profit
$4.26M
Win %
73%
This Week
Compared To Last Week
Gain
1.79%
Profit
$8.1M
Win %
73%
This Month
Compared to last month
Gain
1.79%
Profit
$8.1M
Win %
73%
This Year
Compared to last year
Gain
0.42%
Profit
$1.93M
Win %
73%
GOOGL Alphabet Inc
+6.73%
+$17,886.12 
MSFT Microsoft Corp.
+3.02%
+$55,610.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$23,434.22 
TSLA Tesla, Inc.
+0.76%
+$2,664.42 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,355.76 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$164,987.3 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$53,755.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$502,363 
RTX RTX Corporation
+0.39%
+$1,870.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,026.4 
FBYD Falcon's Beyond Global Inc.
+0.3%
+$1,295.19 
SO The Southern Company
+0.21%
+$460 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,731.96 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$16,124.4 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$9,500.67 
WMT Walmart Inc.
+0.09%
+$194.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$448.77 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$2,184.4 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$152,637 
IAU iShares Gold Trust
-1.46%
-$345,983.4 
VMC Vulcan Materials Company
-0.98%
-$2,055.88 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$188,736.12 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$55,958.73 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$120,308.53 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.63%
-$42,129.84 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$16,957 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.45%
-$10,630 
HD The Home Depot, Inc.
-0.42%
-$2,507.6 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$43,585.55 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$119,185.29 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$55,653.66 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$86,901.9 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$36,557.95 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$15,598.05 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$4,210.92 Events
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Dividends
Dividend Analysis
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| Trades 768 | Longs Won 500/768 65% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $774,930.09 |
| Average Win $259,158.33 | Best Trade (Aug 07) $8.75M | Sharpe Ratio -9.47 |
| Average Loss -$139,315.63 | Worst Trade (Sep 30) -$8.85M | Z-Score -3.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $120,107.52 |
| 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 | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Jason C. Martin?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $6.41M, Walmart Inc - $5.9M, JPMorgan Core Plus Bond ETF - $5.88M, Schwab U.S. Large-Cap Growth ETF - $5.32M, and Vanguard Total Bond Market Index Fund - $4.33M. 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: Johnson & Johnson - $7.97M, SPDR Portfolio Long Term Treasury ETF - $2.83M, Franco-Nevada Corporation - $1.44M, Schwab U.S. TIPS ETF - $1.09M, and The Walt Disney Company - $876,014.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason C. Martin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.16M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $4.87M, Vanguard Total Bond Market Index Fund - $4.84M, Direxion Auspice Broad Commodity Strategy ETF - $3.29M, SPDR Portfolio Long Term Treasury ETF - $1.66M, and JPMorgan Municipal Bond ETF - $1.65M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason C. Martin's monthly returns?
Jason C. Martin'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 Jason C. Martin's strategy be considered aggressive or moderate?
Jason C. Martin's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jason C. Martin's strategy?
Jason C. Martin'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.
