Jared Machen Portfolio
Invests via BWM Planning LLC | Managed by Justin Brownlee, Jared Machen
Invests via BWM Planning LLC
Managed by Justin Brownlee, Jared Machen
Automatically Tracked
Concentrates on early-stage consumer and technology businesses in the U.S., providing hands-on operational support and capital to scale product and go-to-market initiatives. Jared Machen is an investor and operator who blends growth marketing expertise with board-level execution to help companies cross the series A-B inflection point. Prior roles span product, growth, and strategic partnerships at startups and growth-stage platforms, and he routinely sources deals through founder networks and accelerators. Market relevance lies in driving revenue-driven KPIs and preparing companies for institutional rounds or strategic exits.
Concentrates on early-stage consumer and technology businesses in the U.S., providing hands-on operational support and capital to scale product and go-to-market initiatives. Jared Machen is an investor and operator who blends growth marketing expertise with board-level execution to help companies cross the series A-B inflection point. Prior roles span product, growth, and strategic partnerships at startups and growth-stage platforms, and he routinely sources deals through founder networks and accelerators. Market relevance lies in driving revenue-driven KPIs and preparing companies for institutional rounds or strategic exits.
Investment Philosophy & Strategy
Focuses on early-stage consumer and consumer-oriented technology companies, deploying seed-to-Series A capital alongside active operational support to accelerate product-market fit and repeatable revenue channels. Emphasizes growth-marketing led GTM, unit-economics discipline, and cohort-level metrics as primary underwriting signals. Prefers founder-led teams with defensible acquisition funnels and clear paths to scale; investment horizon is mid-term to liquidity via institutional rounds or strategic exits. Decision-making balances conviction in growth levers with tight capital efficiency and board-level go-to-market execution.
Focuses on early-stage consumer and consumer-oriented technology companies, deploying seed-to-Series A capital alongside active operational support to accelerate product-market fit and repeatable revenue channels. Emphasizes growth-marketing led GTM, unit-economics discipline, and cohort-level metrics as primary underwriting signals. Prefers founder-led teams with defensible acquisition funnels and clear paths to scale; investment horizon is mid-term to liquidity via institutional rounds or strategic exits. Decision-making balances conviction in growth levers with tight capital efficiency and board-level go-to-market execution.
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:
41.92%
Gain +1.08%
Monthly
1.53%
Yearly
20.03%
Drawdown
16.18%
$443.19M
Equity
Holdings
$443.19M
Investment
$353.14M
$93.67M
Profit +$3.07M
Realized
$3.62M
Unrealized
$90.05M
Dividends
$11.71M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.08%
Profit
$3.07M
Win %
80%
This Week
Compared To Last Week
Gain
0.7%
Profit
$3.07M
Win %
80%
This Month
Compared to last month
Gain
2.36%
Profit
$10.21M
Win %
80%
This Year
Compared to last year
Gain
2.84%
Profit
$12.24M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$63,031.74 
ETN Eaton Corporation plc
+7.32%
+$28,026.9 
GOOG Alphabet Inc
+6.88%
+$53,634.95 
GOOGL Alphabet Inc
+6.73%
+$33,323.01 
KOS Kosmos Energy Ltd.
+5.08%
+$23,612.68 
META Meta Platforms Inc Class A
+3.28%
+$10,590.31 
MSFT Microsoft Corp.
+3.02%
+$41,323.05 
NVDA NVIDIA Corporation
+2.93%
+$26,831.32 
CLB Core Laboratories Inc.
+2.8%
+$18,860.44 
HP Helmerich & Payne Inc.
+2.37%
+$28,168.8 
CVX Chevron Corporation
+2.35%
+$70,851 
DVN Devon Energy Corporation
+2.17%
+$37,008.96 
CSCO Cisco Systems, Inc.
+2.14%
+$5,508.81 
HAL Halliburton Company
+1.93%
+$8,730.32 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$93,358.08 
COP ConocoPhillips
+1.22%
+$5,379.5 
WFC Wells Fargo & Company
+1.19%
+$62,566.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,649.68 
SCHW Charles Schwab Corporation
+0.87%
+$2,522.52 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$4,649.06 
XPO XPO Inc.
+0.86%
+$1,889.56 
SPXE ProShares S&P 500 Ex-Energy ETF
+0.8%
+$89,084.16 
TSLA Tesla, Inc.
+0.76%
+$4,207.84 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$30,032.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,067.67 
CAT Caterpillar Inc.
+0.7%
+$1,099.98 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$10,824.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$70,246.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,051.9 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$1,881.49 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,943.72 
ET Energy Transfer L.P.
+0.59%
+$1,623.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$248,566.38 
PSX Phillips 66
+0.51%
+$5,659.1 
SBR Sabine Royalty Trust
+0.48%
+$7,543.14 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$61,247.26 
AVGO Broadcom Inc.
+0.37%
+$5,784.48 
PG Procter & Gamble Co
+0.37%
+$805.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$22,392.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,734.24 
JPM JPMorgan Chase & Co.
+0.27%
+$5,145.56 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$8,124.84 
JNJ Johnson & Johnson
+0.21%
+$3,662.83 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$5,175 
NUE Nucor Corporation
+0.1%
+$281 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$201.25 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$2,211.16 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$14,490.16 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.03%
+$71.07 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$408.32 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RSBT RTRN Stock Bonds & Managed Futures Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.24M 
MU Micron Technology, Inc.
-5.9%
-$10,842.29 
QCOM QUALCOMM Incorporated
-2.63%
-$4,772.05 
WES Western Midstream Partners, LP
-2%
-$26,908.75 
UAL United Airlines Holdings, Inc.
-1.8%
-$3,953.79 
LUV Southwest Airlines Co.
-1.38%
-$2,573.55 
DE Deere & Company
-1.13%
-$3,066.8 
INTC Intel Corporation
-1.02%
-$16,550.28 
XOM Exxon Mobil Corporation
-0.97%
-$37,691.55 
AVRE Avantis Real Estate ETF
-0.75%
-$3,095.79 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,731.45 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$153,445.38 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$25,401.6 
SCHF Schwab International Equity ETF
-0.58%
-$4,013.44 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$95,951.05 
PBT Permian Basin Royalty Trust
-0.54%
-$16,703.52 
LLY Eli Lilly and Company
-0.53%
-$7,264.05 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,090.34 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$31,357.04 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$4,850.85 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$16,849.5 
IWM iShares Russell 2000 ETF
-0.47%
-$1,143.96 
AVNM Avantis All International Markets Equity ETF
-0.47%
-$158,542.09 
DFIV Dimensional International Value ETF
-0.47%
-$11,099.43 
AVDE Avantis International Equity ETF
-0.46%
-$120,721.02 
PEP PepsiCo, Inc.
-0.46%
-$2,255.36 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.42%
-$64,373.66 
HD The Home Depot, Inc.
-0.42%
-$6,341.27 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$44,453.28 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,018.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,961.25 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$889.94 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$695.92 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,993.74 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$740.6 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$1,991.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,297.98 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$794.4 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$6,876.71 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$693.72 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,348.26 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$11,274.56 
MAIN Main Street Capital Corporation
-0.06%
-$182.34 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,373.24 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.04%
-$4,534.98 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$7,430.52 Events
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Dividends
Dividend Analysis
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| Trades 514 | Longs Won 372/514 72% | Profit Factor 30.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $657,367.62 |
| Average Win $260,201.75 | Best Trade (Aug 05) $7.55M | Sharpe Ratio -19.77 |
| Average Loss -$22,042.16 | Worst Trade (Aug 02) -$513,125.96 | Z-Score 17.12 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $182,227.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 50,515 | $11.81M | $15.6M | - | $3.79M | 32.11% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,845 | $779,236.58 | $763,867.65 | - | -$15,368.93 | -1.97% | -0.256% |
| AMZN Amazon.com Inc | 1,747 | $416,490 | $474,450.24 | - | $57,960.24 | 13.92% | +15.321% |
| AVDE Avantis International Equity ETF | 287,431 | $20.35M | $26.22M | - | $5.87M | 28.85% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 33,699 | $2.47M | $3.53M | - | $1.05M | 42.57% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 57,500 | $3.87M | $5.15M | - | $1.27M | 32.91% | +0.101% |
| AVGE FRCL 3 2022Q3 Hb Float | 2,875 | $284,920 | $284,021.25 | - | -$898.75 | -0.32% | +0.071% |
| AVGO Broadcom Inc. | 4,017 | $758,360.84 | $1.56M | - | $805,376.92 | 106.2% | +0.371% |
| AVNM Avantis All International Markets Equity ETF | 406,514 | $27.06M | $33.37M | - | $6.31M | 23.3% | -0.473% |
| AVRE Avantis Real Estate ETF | 8,367 | $394,420.66 | $407,472.9 | - | $13,052.24 | 3.31% | -0.754% |
| AVSC Avantis U.S. Small Cap Equity ETF | 5,781 | $401,548.26 | $418,197.54 | - | $16,649.28 | 4.15% | -0.166% |
| AVUV Avantis U.S. Small Cap Value ETF | 362,254 | $34.37M | $45.38M | - | $11.01M | 32.02% | +0.032% |
| BND Vanguard Total Bond Market Index Fund | 5,361 | $402,664.76 | $387,225.03 | - | -$15,439.73 | -3.83% | -0.262% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 31,588 | $3.46M | $3.72M | - | $257,369.74 | 7.44% | +0.06% |
| BRK-B Berkshire Hathaway Inc. | 12,039 | $5.59M | $6.16M | - | $570,824.74 | 10.22% | +0.365% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 12,191 | $269,299 | $356,854.95 | - | $87,555.95 | 32.51% | -0.249% |
| CAT Caterpillar Inc. | 194 | $206,948 | $158,073.14 | - | -$48,874.86 | -23.62% | +0.701% |
| CLB Core Laboratories Inc. | 65,036 | $1.21M | $691,983.04 | - | -$513,125.96 | -42.58% | +2.802% |
| COP ConocoPhillips | 3,710 | $393,161.36 | $446,980.8 | - | $53,819.44 | 13.69% | +1.218% |
| CSCO Cisco Systems, Inc. | 2,267 | $266,282 | $262,949.33 | - | -$3,332.67 | -1.25% | +2.14% |
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FAQ
Which stocks have generated the highest profits for Jared Machen?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $1.58M, Dimensional International Core Equity Market ETF - $1.4M, Avantis International Equity ETF - $1.24M, Avantis All International Markets Equity ETF - $961,048.26, and Dimensional Core Fixed Income ETF - $830,932.64. 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: AT&T Inc - $101,044.34, Kosmos Energy Ltd - $99,605, Dimensional Global Real Estate ETF - $46,725.42, Synchrony Financial - $39,045.44, and United Airlines Holdings, Inc - $37,268.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jared Machen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.71M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.03M, Avantis All International Markets Equity ETF - $961,048.26, Avantis International Equity ETF - $943,349.33, Dimensional Core Fixed Income ETF - $830,932.64, and Schwab Short-Term U.S. Treasury ETF - $818,205.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jared Machen's monthly returns?
Jared Machen'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 Jared Machen's strategy be considered aggressive or moderate?
Jared Machen'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 Jared Machen's strategy?
Jared Machen'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.
