JNM
Jay Nelsen Myers Portfolio
Invests via Treynor Bancshares Inc. | Managed by Jay Nelsen Myers, Treynor Bancshares Inc., TS Bank
Invests via Treynor Bancshares Inc.
Managed by Jay Nelsen Myers, Treynor Bancshares Inc., TS Bank
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Jay Nelsen Myers Profile
With a distinguished career in corporate leadership and strategic initiatives, Jay Nelsen Myers has significantly impacted the financial sector through innovation and operational excellence. His extensive experience encompasses diverse sectors, enabling him to drive organizational growth while enhancing shareholder value. As an adept executive, he has been instrumental in spearheading transformational projects that align with market demands and foster sustainable business practices. His insightful approach positions him as a key player in navigating competitive landscapes and establishing resilient companies capable of adapting to ever-evolving industry challenges.
With a distinguished career in corporate leadership and strategic initiatives, Jay Nelsen Myers has significantly impacted the financial sector through innovation and operational excellence. His extensive experience encompasses diverse sectors, enabling him to drive organizational growth while enhancing shareholder value. As an adept executive, he has been instrumental in spearheading transformational projects that align with market demands and foster sustainable business practices. His insightful approach positions him as a key player in navigating competitive landscapes and establishing resilient companies capable of adapting to ever-evolving industry challenges.
Investment Philosophy & Strategy
Innovation remains at the forefront of decision-making, as Jay Nelsen Myers leverages his extensive corporate experience to identify and capitalize on market trends. A seasoned executive, he adopts a proactive stance toward operational improvements and seeks out opportunities that drive significant impact. His strategic foresight is complemented by a dedication to sustainable growth practices, fostering long-term shareholder value in an evolving financial landscape. By aligning organizational capabilities with competitive dynamics, he cultivates environments where innovation thrives and resilience is embedded within company cultures.
Innovation remains at the forefront of decision-making, as Jay Nelsen Myers leverages his extensive corporate experience to identify and capitalize on market trends. A seasoned executive, he adopts a proactive stance toward operational improvements and seeks out opportunities that drive significant impact. His strategic foresight is complemented by a dedication to sustainable growth practices, fostering long-term shareholder value in an evolving financial landscape. By aligning organizational capabilities with competitive dynamics, he cultivates environments where innovation thrives and resilience is embedded within company cultures.
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:
33.87%
Gain +2.11%
Monthly
0.37%
Yearly
4.57%
Drawdown
14.69%
$116.79M
Equity
Holdings
$116.79M
Investment
$87.76M
$27.79M
Profit +$2.79M
Realized
-$1.24M
Unrealized
$29.03M
Dividends
$15.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.11%
Profit
$2.79M
Win %
81%
This Week
Compared To Last Week
Gain
2.39%
Profit
$2.73M
Win %
81%
This Month
Compared to last month
Gain
2.64%
Profit
$3M
Win %
81%
This Year
Compared to last year
Gain
9%
Profit
$9.64M
Win %
81%
GOOG Alphabet Inc
+6.88%
+$25,956.1 
GOOGL Alphabet Inc
+6.73%
+$25,301.22 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$26,956.74 
XLE Energy Select Sector SPDR Fund
+1%
+$21,204.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,246.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$23,092.7 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$4,213.56 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$9,480.26 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,641.53 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$48,069.28 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$45,146.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$42,874 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,491.9 
VT Vanguard Total World Stock ETF
+0.26%
+$1,050.42 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$6,443.09 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$450.54 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,253.9 
PSK SPDR ICE Preferred Securities ETF
+0.1%
+$252.39 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$118.16 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$282.52 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$92,930.8 
XLB Materials Select Sector SPDR Fund
-2.34%
-$25,659.26 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$64,482.88 
MOTI VanEck Morningstar International Moat ETF
-1.26%
-$3,815.24 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$29,517.76 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,831.9 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$33,851.06 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$4,385.41 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$7,617.91 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$8,615.91 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$5,307.82 
DVY iShares Select Dividend ETF
-0.45%
-$1,147.65 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$7,312.5 
SMMD iShares Russell 2500 ETF
-0.29%
-$1,753.99 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$979.07 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$12,532.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$11,510.28 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$3,300.96 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$550.8 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,596.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$502.56 
XLF Financial Select Sector SPDR Fund
-0.1%
-$4,286.64 
TIP iShares TIPS Bond ETF
-0.1%
-$1,559.25 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$3,671.16 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$447.16 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$729.18 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,745.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,758.3 Events
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Dividends
Dividend Analysis
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| Trades 783 | Longs Won 452/783 57% | Profit Factor 3.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,865.3 |
| Average Win $90,435.75 | Best Trade (Aug 13) $2.2M | Sharpe Ratio -14 |
| Average Loss -$39,536.16 | Worst Trade (Jun 30) -$889,179.2 | Z-Score -1.51 (87.51%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 1d | Expectancy $35,492.33 |
| 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 | 2,950 | 2,655 | 2,360 | 2,065 | 1,770 | 1,475 | 1,180 | 885 | 590 | 295 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jay Nelsen Myers?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Equity Market ETF - $1.37M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.33M, SPDR Bloomberg Investment Grade Floating Rate ETF - $1.32M, Berkshire Hathaway Inc - $812,463.8, and PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $688,700.39. 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: Vanguard Total Bond Market Index Fund - $398,565.67, Invesco S&P 500 Equal Weight Consumer Discretionary ETF - $366,031.19, iShares Global REIT ETF - $228,616.29, iShares 3-7 Year Treasury Bond ETF - $212,342.04, and abrdn Physical Precious Metals Basket Shares ETF - $190,740.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jay Nelsen Myers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.01M earned over time. The largest contributors to dividend income include SPDR Bloomberg Investment Grade Floating Rate ETF - $1.31M, iShares Preferred and Income Securities ETF - $1.07M, iShares 0-5 Year TIPS Bond ETF - $878,469.56, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $722,948.86, and SPDR Portfolio Developed World ex-US ETF - $709,525.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jay Nelsen Myers's monthly returns?
Jay Nelsen Myers'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 Jay Nelsen Myers's strategy be considered aggressive or moderate?
Jay Nelsen Myers's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jay Nelsen Myers's strategy?
Jay Nelsen Myers's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
