Jarrod Musick Portfolio
Invests via Destiny Capital Corp./ Co. | Managed by Jarrod Musick, Tim Doyle
Invests via Destiny Capital Corp./ Co.
Managed by Jarrod Musick, Tim Doyle
Automatically Tracked
Jarrod Musick Profile
With a strong entrepreneurial path, Jarrod Musick has distinguished himself in the finance sector by leading innovative projects that drive capital growth. His extensive experience encompasses founding and scaling ventures, particularly in technology and service-oriented domains. Musick's leadership extends to shaping strategies that enhance operational efficiencies and market penetration for emerging businesses. He actively engages with industry stakeholders to identify transformative opportunities within the financial landscape, positioning him as a key player in fostering entrepreneurship and investment partnerships.
With a strong entrepreneurial path, Jarrod Musick has distinguished himself in the finance sector by leading innovative projects that drive capital growth. His extensive experience encompasses founding and scaling ventures, particularly in technology and service-oriented domains. Musick's leadership extends to shaping strategies that enhance operational efficiencies and market penetration for emerging businesses. He actively engages with industry stakeholders to identify transformative opportunities within the financial landscape, positioning him as a key player in fostering entrepreneurship and investment partnerships.
Investment Philosophy & Strategy
Jarrod Musick excels at identifying and leveraging transformative opportunities within technology-driven sectors. His entrepreneurial mindset informs strategic investments, particularly in startups poised for significant growth. By fostering strong partnerships across the industry, he emphasizes scalable business models that maximize returns while mitigating risk exposure. A firm believer in operational excellence, his approach not only accelerates portfolio expansion but also aligns with evolving market demands. This dedication to innovation positions him uniquely as a catalyst for driving substantial value creation.
Jarrod Musick excels at identifying and leveraging transformative opportunities within technology-driven sectors. His entrepreneurial mindset informs strategic investments, particularly in startups poised for significant growth. By fostering strong partnerships across the industry, he emphasizes scalable business models that maximize returns while mitigating risk exposure. A firm believer in operational excellence, his approach not only accelerates portfolio expansion but also aligns with evolving market demands. This dedication to innovation positions him uniquely as a catalyst for driving substantial value creation.
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:
64.33%
Gain +1.39%
Monthly
1.18%
Yearly
15.09%
Drawdown
16.25%
$218.7M
Equity
Holdings
$218.7M
Investment
$145.98M
$76.46M
Profit +$2.31M
Realized
$3.74M
Unrealized
$72.73M
Dividends
$11.58M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.39%
Profit
$2.31M
Win %
76%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$266,561.39
Win %
76%
This Month
Compared to last month
Gain
0.39%
Profit
$852,944.71
Win %
76%
This Year
Compared to last year
Gain
1.65%
Profit
$3.56M
Win %
77%
NVDA NVIDIA Corporation
+2.57%
+$44,123.47 
GOOG Alphabet Inc
+2.22%
+$6,629.05 
WAL Western Alliance Bancorporation
+2.18%
+$7,946.4 
GOOGL Alphabet Inc
+2.1%
+$4,536.4 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.81%
+$6,481.8 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.79%
+$12,386.88 
IYW iShares U.S. Technology ETF
+1.67%
+$4,378.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.65%
+$54,063.68 
IJR iShares Core S&P Small-Cap ETF
+1.6%
+$62,060.22 
AMZN Amazon.com Inc
+1.59%
+$4,193.64 
QQQ Invesco QQQ Trust, Series 1
+1.55%
+$363,563.05 
XLK State Street Technology Select Sector SPDR ETF
+1.55%
+$147,626.64 
QQQM Invesco NASDAQ 100 ETF
+1.53%
+$63,327.01 
IJS iShares S&P Small-Cap 600 Value ETF
+1.52%
+$11,179.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.49%
+$10,157.12 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.49%
+$2,891.94 
IBIT iShares Bitcoin Trust
+1.46%
+$41,638.8 
EZU iShares MSCI Eurozone ETF
+1.41%
+$3,707.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.41%
+$652,967.25 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.4%
+$14,590.1 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.36%
+$42,092.63 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$133,282.94 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.33%
+$3,609.51 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.32%
+$9,330.86 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.31%
+$24,180.72 
XMLV Invesco S&P MidCap Low Volatility ETF
+1.28%
+$6,163.89 
FENI Fidelity Enhanced International ETF
+1.1%
+$4,341.73 
IVV iShares Core S&P 500 ETF
+1.06%
+$335,280.46 
META Meta Platforms Inc Class A
+1.06%
+$2,972.2 
AAPL Apple Inc.
+1.04%
+$5,799.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.02%
+$7,667.98 
SUSA iShares MSCI USA ESG Select ETF
+0.97%
+$12,634.24 
FDVV Fidelity High Dividend ETF
+0.96%
+$2,105.98 
SPEM SPDR Portfolio Emerging Markets ETF
+0.94%
+$3,610.82 
XLU Utilities Select Sector SPDR Fund
+0.92%
+$6,997.05 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.89%
+$3,592.65 
USRT iShares Core U.S. REIT ETF
+0.82%
+$3,047.5 
RWR SPDR Dow Jones REIT ETF
+0.81%
+$2,049.35 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.56%
+$128,267.55 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.38%
+$3,182.77 
GNTX Gentex Corporation
+0.34%
+$928.05 
SDY SPDR S&P Dividend ETF
+0.34%
+$4,584 
XLF Financial Select Sector SPDR Fund
+0.3%
+$1,378.4 
FBND Fidelity Total Bond ETF
+0.24%
+$30,802.38 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$11,615.4 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$10,116.36 
GTO Invesco Total Return Bond ETF
+0.17%
+$3,423 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$257.88 
UAL United Airlines Holdings, Inc.
+0.07%
+$536.64 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.05%
+$296.12 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$42.48 
DOCU DocuSign Inc.
-0.91%
-$11,390 
COST Costco Wholesale Corporation
-0.08%
-$911.28 
PBTP Invesco 0-5 Year U.S. TIPS ETF
-0.08%
-$157.76 
OUNZ VanEck Merk Gold Trust
-0.03%
-$110.61 
HFSI Hartford Strategic Income ETF
-0.01%
-$189.93 
GLD SPDR Gold Shares
-0.01%
-$144.02 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$380.55 Events
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Dividends
Dividend Analysis
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| Trades 529 | Longs Won 399/529 75% | Profit Factor 29.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $198,478.06 | Best Trade (Oct 02) $21.43M | Sharpe Ratio -9.26 |
| Average Loss -$20,987.79 | Worst Trade (Oct 01) -$445,008.38 | Z-Score 10.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 6d | Expectancy $144,545.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.38% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,681 | $452,421.8 | $561,067.37 | - | $108,645.57 | 24.01% | +1.044% |
| AGG iShares Core U.S. Aggregate Bond ETF | 64,530 | $6.35M | $6.1M | - | -$244,018.45 | -3.84% | +0.191% |
| AMZN Amazon.com Inc | 1,059 | $252,305 | $267,069.21 | - | $14,764.21 | 5.85% | +1.595% |
| COST Costco Wholesale Corporation | 1,207 | $602,461.46 | $1.1M | - | $500,959.83 | 83.15% | -0.083% |
| DOCU DocuSign Inc. | 17,937 | $994,068.54 | $1.24M | - | $245,467.84 | 24.69% | -0.911% |
| EZU iShares MSCI Eurozone ETF | 3,987 | $249,746 | $267,447.96 | - | $17,701.96 | 7.09% | +1.406% |
| FBND Fidelity Total Bond ETF | 293,356 | $13.43M | $12.75M | - | -$682,290.08 | -5.08% | +0.242% |
| FDVV Fidelity High Dividend ETF | 3,631 | $202,285.38 | $222,035.65 | - | $19,750.27 | 9.76% | +0.958% |
| FENI Fidelity Enhanced International ETF | 9,981 | $366,405.9 | $399,190.09 | - | $32,784.19 | 8.95% | +1.1% |
| GLD SPDR Gold Shares | 2,618 | $456,316.55 | $1M | - | $545,605.11 | 119.57% | -0.014% |
| GLDM SPDR Gold MiniShares Trust | 38,055 | $2.63M | $3.14M | - | $508,802.34 | 19.31% | -0.012% |
| GNTX Gentex Corporation | 12,374 | $353,896.02 | $272,537.35 | - | -$81,358.67 | -22.99% | +0.342% |
| GOOG Alphabet Inc | 891 | $314,698 | $305,051.67 | - | -$9,646.33 | -3.07% | +2.221% |
| GOOGL Alphabet Inc | 637 | $227,512 | $219,995.28 | - | -$7,516.72 | -3.3% | +2.105% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2,785 | $362,830 | $408,838 | - | $46,008 | 12.68% | +0.887% |
| GTO Invesco Total Return Bond ETF | 45,640 | $2.18M | $2.04M | - | -$141,445.99 | -6.48% | +0.168% |
| HFSI Hartford Strategic Income ETF | 37,985 | $1.33M | $1.28M | - | -$50,536.69 | -3.81% | -0.015% |
| IBIT iShares Bitcoin Trust | 59,484 | $2.43M | $2.89M | - | $460,887.22 | 18.94% | +1.46% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 6,447 | $341,538.7 | $329,828.52 | - | -$11,710.18 | -3.43% | +0.078% |
| IJH iShares Core S&P Mid-Cap ETF | 136,003 | $7.72M | $10.02M | - | $2.3M | 29.74% | +1.348% |
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FAQ
Which stocks have generated the highest profits for Jarrod Musick?
The largest contributions to the portfolio's profits come from the following stocks: Fidelity Total Bond ETF - $1.54M, SPDR Portfolio S&P 500 Growth ETF - $1.43M, SPDR Portfolio S&P 500 Value ETF - $1.23M, SPDR Portfolio Aggregate Bond ETF - $1.14M, and SPDR Portfolio Short Term Treasury ETF - $991,724.3. 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: DocuSign Inc - $153,712.95, Archer-Daniels-Midland Co - $146,550, SSB - $23,310, Meta Platforms Inc Class A - $20,797.33, and DOC - $18,480. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jarrod Musick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.58M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.55M, SPDR Portfolio Aggregate Bond ETF - $1.15M, SPDR Portfolio S&P 500 Value ETF - $1.07M, SPDR Portfolio Short Term Treasury ETF - $904,655.19, and iShares Core U.S. Aggregate Bond ETF - $804,301.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jarrod Musick's monthly returns?
Jarrod Musick'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 Jarrod Musick's strategy be considered aggressive or moderate?
Jarrod Musick'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 Jarrod Musick's strategy?
Jarrod Musick'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.
