Jay David Franklin Portfolio
Invests via Clarity Capital Advisors, LLC | Managed by Jay David Franklin, Cheri A. Franklin
Invests via Clarity Capital Advisors, LLC
Managed by Jay David Franklin, Cheri A. Franklin
Automatically Tracked
Jay David Franklin Profile
Veteran private-market investor and operator focused on technology, financial services and real assets. Jay David Franklin brings cross-border deal experience in capital raising, portfolio company governance and strategic M&A. The professional is active in growth-stage equity, secondary transactions and strategic advisory roles, combining operating experience with financial structuring skills valued by institutional LPs and corporate acquirers.
Veteran private-market investor and operator focused on technology, financial services and real assets. Jay David Franklin brings cross-border deal experience in capital raising, portfolio company governance and strategic M&A. The professional is active in growth-stage equity, secondary transactions and strategic advisory roles, combining operating experience with financial structuring skills valued by institutional LPs and corporate acquirers.
Investment Philosophy & Strategy
Seasoned private-market investor and operator who targets growth-stage technology, financial-services and real assets opportunities; emphasis on cross-border, control-oriented growth equity and disciplined secondaries that balance return with liquidity management. Capital allocation favors companies with defensible product-market fit, recurring revenue and clear M&A or exit pathways. Investment process blends operational due diligence, active governance and tailored capital structures to de-risk outcomes over a multi-year horizon while partnering closely with institutional LPs and strategic acquirers.
Seasoned private-market investor and operator who targets growth-stage technology, financial-services and real assets opportunities; emphasis on cross-border, control-oriented growth equity and disciplined secondaries that balance return with liquidity management. Capital allocation favors companies with defensible product-market fit, recurring revenue and clear M&A or exit pathways. Investment process blends operational due diligence, active governance and tailored capital structures to de-risk outcomes over a multi-year horizon while partnering closely with institutional LPs and strategic acquirers.
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:
1.27%
Gain
Monthly
0.04%
Yearly
0.5%
Drawdown
33.87%
$236.59M
Equity
Holdings
$236.59M
Investment
$179.05M
$58.99M
Profit -$871,360.68
Realized
$1.45M
Unrealized
$57.54M
Dividends
$8.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$871,360.68
Win %
90%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$878,622.85
Win %
90%
This Month
Compared to last month
Gain
-0.09%
Profit
-$223,571.32
Win %
90%
This Year
Compared to last year
Gain
10.25%
Profit
$21.99M
Win %
90%
TJX The TJX Companies, Inc.
+2.72%
+$5,495.07 
AKRE Akre Focus ETF
+2.56%
+$12,764.72 
MSFT Microsoft Corp.
+2.06%
+$18,347.58 
VNQ Vanguard Real Estate ETF
+1.87%
+$61,843.17 
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$5,792.32 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$4,720.48 
ED Consolidated Edison, Inc.
+1.34%
+$5,592.92 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$22,178.21 
AAPL Apple Inc.
+1.14%
+$37,631.52 
VOE Vanguard Mid-Cap Value ETF
+0.84%
+$4,321.33 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.84%
+$6,881.81 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$6,022.55 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$2,842.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$3,299.04 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.66%
+$3,684.6 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,616.02 
DFAS Dimensional U.S. Small Cap ETF
+0.49%
+$7,558.72 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$19,953.29 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.43%
+$4,870.8 
VTV Vanguard Value ETF
+0.39%
+$33,621 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$8,501 
BRK-A Berkshire Hathaway Inc.
+0.31%
+$2,241.93 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$2,725.55 
VB Vanguard Small-Cap ETF
+0.22%
+$4,501.81 
DUHP Dimensional US High Profitability ETF
+0.18%
+$583.95 
TDY Teledyne Technologies Incorporated
+0.14%
+$534 
AVLV Avantis U.S. Large Cap Value ETF
+0.13%
+$1,160.63 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$3,847.03 
SCHY Schwab International Dividend Equity ETF
+0.06%
+$291.54 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$2,708.18 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$144.93 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$24.23 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
GOOGL Alphabet Inc
-2.74%
-$7,281.72 
GOOG Alphabet Inc
-2.67%
-$19,252.58 
VGT Vanguard Information Technology ETF
-1.94%
-$6,165.28 
DFAE Dimensional Emerging Core Equity Market ETF
-1.85%
-$51,754.56 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$9,157.52 
GLDM SPDR Gold MiniShares Trust
-1.79%
-$7,457.69 
AVEM Avantis Emerging Markets Equity ETF
-1.72%
-$40,283.68 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$14,412.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$4,787.16 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$7,987.77 
VOT Vanguard Mid-Cap Growth ETF
-1.28%
-$3,395.98 
VUG Vanguard Growth ETF
-1.24%
-$72,665.94 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$5,316.85 
VBK Vanguard Small-Cap Growth ETF
-1.22%
-$9,691.42 
SCHF Schwab International Equity ETF
-1.18%
-$10,305.75 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$19,982.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$31,465.47 
CWI SPDR MSCI ACWI ex-US ETF
-1.13%
-$7,001.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$117,258.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.11%
-$5,092.68 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$5,653.05 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$6,041.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$132,052.69 
SCHC Schwab International Small-Cap Equity ETF
-1%
-$2,130.12 
AMZN Amazon.com Inc
-0.94%
-$4,555.77 
AVDE Avantis International Equity ETF
-0.93%
-$91,295.4 
SCHA Schwab U.S. Small-Cap ETF
-0.87%
-$4,261.2 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$6,745.76 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.71%
-$5,089.52 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.7%
-$5,110.34 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$13,191.6 
DFIC Dimensional International Core Equity Market ETF
-0.65%
-$2,297.12 
DFAI Dimensional International Core Equity Market ETF
-0.63%
-$58,001.87 
DFIS Dimensional International Small Cap ETF
-0.62%
-$1,942.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$5,983.96 
DFIV Dimensional International Value ETF
-0.6%
-$8,407.5 
DFUS Dimensional U.S. Equity Market ETF
-0.59%
-$26,954.36 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$1,809.74 
IVV iShares Core S&P 500 ETF
-0.55%
-$20,067.6 
VOO Vanguard S&P 500 ETF
-0.55%
-$51,995.4 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$19,602.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$1,418.1 
SCHB Schwab U.S. Broad Market ETF
-0.51%
-$2,831.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$100,321.26 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.49%
-$1,541.16 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$7,281.03 
DFAU Dimensional US Core Equity Market ETF
-0.35%
-$63,497.92 
FNDC Schwab Fundamental International Small Company Index ETF
-0.34%
-$1,312.41 
VXF Vanguard Extended Market ETF
-0.34%
-$2,889.14 
AVUS Avantis U.S. Equity ETF
-0.32%
-$45,415.11 
DISV Dimensional International Small Cap Equity Fund
-0.24%
-$1,256.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$8,163.9 
DFGP Dimensional Global Core Fixed Income Fund
-0.13%
-$461.58 
FMB First Trust Managed Municipal Fund
-0.1%
-$211.84 
DGCB Dimensional Global Credit Fund
-0.06%
-$198.48 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$1,086.26 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$2,962.3 
XLF Financial Select Sector SPDR Fund
-0.04%
-$164.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$684.2 
VO Vanguard Mid-Cap ETF
-0.03%
-$831.7 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$109.52 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$1,725.11 Events
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Dividends
Dividend Analysis
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| Trades 654 | Longs Won 589/654 90% | Profit Factor 146.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $383,861.7 |
| Average Win $100,847.2 | Best Trade (Jul 14) $4.76M | Sharpe Ratio -65.86 |
| Average Loss -$6,230.65 | Worst Trade (Jul 14) -$93,457.19 | Z-Score 88.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $90,204.9 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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Returns
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