JC
Jared Calvert Portfolio
Invests via Christian Investment Advisors Inc. | Managed by Jared Calvert
Invests via Christian Investment Advisors Inc.
Managed by Jared Calvert
Automatically Tracked
Operator/investor profile: seasoned private equity and growth-stage investor with focus on technology and fintech, experienced in deal sourcing, portfolio operations, and board-level governance. Jared Calvert brings operational leadership and capital allocation experience across growth financings and M&A, having worked with startups and middle-market companies to scale revenue and optimize unit economics. Known for hands-on portfolio management, strategic product-market fit work, and supporting exit preparation for strategic sale or IPO.
Operator/investor profile: seasoned private equity and growth-stage investor with focus on technology and fintech, experienced in deal sourcing, portfolio operations, and board-level governance. Jared Calvert brings operational leadership and capital allocation experience across growth financings and M&A, having worked with startups and middle-market companies to scale revenue and optimize unit economics. Known for hands-on portfolio management, strategic product-market fit work, and supporting exit preparation for strategic sale or IPO.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech companies, deploying concentrated, operationally active capital to accelerate revenue scale and improve unit economics. Prefers control-or-influence investments where board-level engagement, product-market fit refinement, and disciplined capital allocation can de-risk path to strategic sale or IPO. Investment horizon is medium-term (3–7 years), emphasizing repeatable revenue models, pricing power, and rigorous exit planning. Risk managed through staged financings, KPIs-driven milestones, and hands-on portfolio operations.
Focuses on growth-stage technology and fintech companies, deploying concentrated, operationally active capital to accelerate revenue scale and improve unit economics. Prefers control-or-influence investments where board-level engagement, product-market fit refinement, and disciplined capital allocation can de-risk path to strategic sale or IPO. Investment horizon is medium-term (3–7 years), emphasizing repeatable revenue models, pricing power, and rigorous exit planning. Risk managed through staged financings, KPIs-driven milestones, and hands-on portfolio operations.
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:
5.53%
Gain
Monthly
0.29%
Yearly
3.55%
Drawdown
11.48%
$166.95M
Equity
Holdings
$166.95M
Investment
$148.71M
$25.9M
Profit -$133,866.04
Realized
$7.66M
Unrealized
$18.24M
Dividends
$5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$133,866.04
Win %
83%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$445,139.39
Win %
83%
This Month
Compared to last month
Gain
0.36%
Profit
$595,250.68
Win %
83%
This Year
Compared to last year
Gain
5.44%
Profit
$8.62M
Win %
84%
XOM Exxon Mobil Corporation
+1.55%
+$7,015.07 
TPHD Timothy Plan High Dividend Stock ETF
+0.24%
+$44,917.74 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.16%
+$50,169.57 
IBD Inspire Corporate Bond ETF
+0.13%
+$618.51 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$170.04 
BNDX Vanguard Total International Bond ETF
+0.03%
+$5,000.44 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$3,456.68 
Events
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Dividends
Dividend Analysis
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| Trades 66 | Longs Won 55/66 83% | Profit Factor 28.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $824,347.95 |
| Average Win $487,876.25 | Best Trade (Jul 17) $3.72M | Sharpe Ratio -9.39 |
| Average Loss -$84,771.76 | Worst Trade (Jul 14) -$845,962.39 | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $392,434.92 |
| 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 | 1,969 | 1,772 | 1,575 | 1,378 | 1,181 | 984 | 787 | 591 | 394 | 197 |
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Returns
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