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

Tracking: 0 Updated: 8 hours ago

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.

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.

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:

21.57%

Gain +0.97%

Monthly

0.3%

Yearly

3.65%

Drawdown

15.87%

$448.85M

Equity

Holdings

$448.85M

Investment

$377.6M

$84.87M

Profit +$4.74M

Realized

$13.63M

Unrealized

$71.24M

Dividends

$32.82M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.97%

Profit

$4.74M

Win %

74%

This Week

Compared To Last Week

Gain

0.84%

Profit

$3.73M

Win %

74%

This Month

Compared to last month

Gain

-0.12%

Profit

-$554,177.2

Win %

74%

This Year

Compared to last year

Gain

6.45%

Profit

$27.19M

Win %

74%

Gainers
Losers

NVDA NVIDIA Corporation

+3.54%

+$10,301.94

QQQ Invesco QQQ Trust, Series 1

+3.14%

+$284,246.66

QQQM Invesco NASDAQ 100 ETF

+3.11%

+$962,901.29

AVEM Avantis Emerging Markets Equity ETF

+3.07%

+$263,582.76

CSL Carlisle Companies Inc.

+2.85%

+$8,723.76

GOOGL Alphabet Inc

+2.69%

+$7,687.65

IAU iShares Gold Trust

+2.61%

+$783,925.56

SCHG Schwab U.S. Large-Cap Growth ETF

+2.39%

+$76,614.4

MSFT Microsoft Corp.

+2.31%

+$56,348.06

VMC Vulcan Materials Company

+2.28%

+$5,020.39

AAPL Apple Inc.

+1.82%

+$32,930.25

VOO Vanguard S&P 500 ETF

+1.74%

+$13,174.92

VTI VANGUARD TOTAL STOCK MKT ETF

+1.68%

+$1.66M

NFLX Netflix, Inc.

+1.66%

+$3,325

VEU Vanguard FTSE All-World ex-US ETF

+1.47%

+$631,775.97

BRK-B Berkshire Hathaway Inc.

+1.28%

+$29,864.01

AVDV Avantis International Small Cap Value ETF

+1.2%

+$40,012.8

TSLA Tesla, Inc.

+1.16%

+$5,328.88

MGV Vanguard Mega Cap Value ETF

+0.59%

+$155,077.35

PG Procter & Gamble Co

+0.58%

+$1,687.87

HD The Home Depot, Inc.

+0.43%

+$2,579.72

FBYD Falcon's Beyond Global Inc.

+0.41%

+$2,590.38

JPIB JPMorgan International Bond ETF

+0.21%

+$14,948.8

JMUB JPMorgan Municipal Bond ETF

+0.12%

+$15,020.4

AGG iShares Core U.S. Aggregate Bond ETF

+0.09%

+$195.12

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

+0.09%

+$8,363.4

BND Vanguard Total Bond Market Index Fund

+0.08%

+$65,154.6

RTX RTX Corporation

+0.06%

+$600.93

SPTL SPDR Portfolio Long Term Treasury ETF

+0.04%

+$2,138.1

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

FLQH Franklin International Core Dividend Tilt Index ETF

XOM Exxon Mobil Corporation

-4.09%

-$19,257.98

ISCF iShares MSCI International Small-Cap Equity Factor ETF

-1.01%

-$32,094.9

LMB Limbach Holdings Inc.

-0.92%

-$6,982.41

SCHD Schwab U.S. Dividend Equity ETF

-0.58%

-$10,974.02

FLQM Franklin U.S. Mid Cap Multifactor Index Fund

-0.34%

-$31,951.2

SO The Southern Company

-0.19%

-$414

WMT Walmart Inc.

-0.18%

-$851.4

TLT iShares 20+ Year Treasury Bond ETF

-0.06%

-$947.05

JMBS Janus Henderson Mortgage-Backed Securities ETF

-0.01%

-$2,248.39

Events

Dividends

Dividend Analysis

No Data

Trades 707	Longs Won 448/707 63%	Profit Factor 3.62
Profitability	Shorts Won 0/0 0%	Standard Deviation $859,610.71
Average Win $261,805.89	Best Trade (Jun 15) $12.31M	Sharpe Ratio -9.22
Average Loss -$125,173.31	Worst Trade (Sep 30) -$8.85M	Z-Score -3.95 (100%)
Commissions $0	Avg. Trade Length 1y 6m 3w	Expectancy $120,041.23

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	3,584	3,226	2,867	2,509	2,151	1,792	1,434	1,075	717	358