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:
15.3%
Gain -0.51%
Monthly
0.66%
Yearly
8.27%
Drawdown
11.29%
$163.33M
Equity
Holdings
$163.33M
Investment
$151.37M
$20.31M
Profit -$756,098.24
Realized
$8.34M
Unrealized
$11.97M
Dividends
$5.61M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$756,098.24
Win %
70%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$514,379.22
Win %
70%
This Month
Compared to last month
Gain
1.01%
Profit
$1.63M
Win %
70%
This Year
Compared to last year
Gain
-3.73%
Profit
-$6.32M
Win %
75%
MRK Merck & Co., Inc.
+0.84%
+$1,969.78 
TPHD Timothy Plan High Dividend Stock ETF
+0.72%
+$125,633.16 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$129.38 
IBD Inspire Corporate Bond ETF
+0.02%
+$43.53 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,361.26 
TPIF Timothy Plan International ETF
+0.01%
+$113.73 
MU Micron Technology, Inc.
-4.07%
-$7,574 
LUV Southwest Airlines Co.
-2.63%
-$6,475.8 
ISMD Inspire Small/Mid Cap ETF
-1.41%
-$218,710.05 
PTL Inspire 500 ETF
-1.27%
-$318,849.38 
TPSC Timothy Plan US Small Cap Core ETF
-0.66%
-$101,529.6 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.56%
-$151,462.64 
BNDX Vanguard Total International Bond ETF
-0.23%
-$38,740.35 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.13%
-$43,007.82 Events
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Dividends
Dividend Analysis
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| Trades 80 | Longs Won 62/80 77% | Profit Factor 8.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $677,432.09 |
| Average Win $372,885.78 | Best Trade (Oct 14) $3.53M | Sharpe Ratio -9.99 |
| Average Loss -$156,150.09 | Worst Trade (Oct 14) -$2.25M | Z-Score 1.17 (75.72%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $253,852.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,046 | 941 | 837 | 732 | 628 | 523 | 418 | 314 | 209 | 105 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BNDX Vanguard Total International Bond ETF | 352,185 | $17.1M | $16.59M | - | -$515,075.87 | -3.01% | -0.233% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 373,981 | $34.96M | $32.83M | - | -$2.13M | -6.09% | -0.131% |
| IBD Inspire Corporate Bond ETF | 8,706 | $210,685.35 | $201,935.67 | - | -$8,749.68 | -4.15% | +0.022% |
| ISMD Inspire Small/Mid Cap ETF | 336,477 | $12.39M | $15.33M | - | $2.94M | 23.69% | -1.407% |
| LUV Southwest Airlines Co. | 6,024 | $309,743 | $239,484.12 | - | -$70,258.88 | -22.68% | -2.633% |
| MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 3,441 | $346,438.3 | $345,915.47 | - | -$522.83 | -0.15% | +0.037% |
| MRK Merck & Co., Inc. | 1,608 | $206,575 | $235,435.3 | - | $28,860.3 | 13.97% | +0.844% |
| MU Micron Technology, Inc. | 200 | $230,858 | $178,674 | - | -$52,184 | -22.6% | -4.067% |
| PTL Inspire 500 ETF | 92,153 | $20.67M | $24.78M | - | $4.11M | 19.88% | -1.27% |
| TPHD Timothy Plan High Dividend Stock ETF | 411,912 | $15.57M | $17.63M | - | $2.06M | 13.24% | +0.718% |
| TPIF Timothy Plan International ETF | 22,747 | $613,589.2 | $840,842.85 | - | $227,253.65 | 37.04% | +0.014% |
| TPLC Timothy Plan US Large/Mid Cap Core ETF | 540,938 | $23.34M | $26.92M | - | $3.58M | 15.35% | -0.559% |
| TPSC Timothy Plan US Small Cap Core ETF | 338,432 | $13.53M | $15.29M | - | $1.76M | 12.98% | -0.66% |
| USFR WisdomTree Floating Rate Treasury Fund | 236,126 | $11.88M | $11.92M | - | $41,721.8 | 0.35% | +0.02% |
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FAQ
Which stocks have generated the highest profits for Jared Calvert?
The largest contributions to the portfolio's profits come from the following stocks: Timothy Plan International ETF - $3.09M, PIMCO Active Bond Exchange-Traded Fund - $1.67M, Inspire 500 ETF - $1.49M, Inspire Corporate Bond ETF - $1.36M, and Inspire Small/Mid Cap ETF - $938,814.48. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jared Calvert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.61M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $1.28M, WisdomTree Floating Rate Treasury Fund - $795,109.47, Inspire Corporate Bond ETF - $789,870.85, Timothy Plan High Dividend Stock ETF - $473,363.01, and Inspire 500 ETF - $420,929.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jared Calvert's monthly returns?
Jared Calvert's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jared Calvert's strategy be considered aggressive or moderate?
Jared Calvert'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 Calvert's strategy?
Jared Calvert'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.
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