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
Automatically Tracked
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:
40.48%
Gain +0.38%
Monthly
0.46%
Yearly
5.67%
Drawdown
14.56%
$114.03M
Equity
Holdings
$114.03M
Investment
$87.76M
$24.85M
Profit +$451,493.14
Realized
-$1.42M
Unrealized
$26.27M
Dividends
$14.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$451,493.14
Win %
85%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$368,455.63
Win %
85%
This Month
Compared to last month
Gain
-0.47%
Profit
-$542,034.37
Win %
85%
This Year
Compared to last year
Gain
6.42%
Profit
$6.88M
Win %
85%
XLB Materials Select Sector SPDR Fund
+1.9%
+$20,675.85 
RSPT Invesco S&P 500 Equal Weight ETF
+1.47%
+$120,834.35 
XLF Financial Select Sector SPDR Fund
+1.39%
+$52,154.12 
DVY iShares Select Dividend ETF
+1.19%
+$2,964.84 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$13,532.78 
SMMD iShares Russell 2500 ETF
+0.96%
+$5,767.83 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$8,198.81 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,177.61 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$5,952.43 
XLE Energy Select Sector SPDR Fund
+0.77%
+$15,813.6 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,090.27 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$10,338.66 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$17,040.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$48,841.22 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$2,196.29 
GOOGL Alphabet Inc
+0.56%
+$2,252.01 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$7,448.76 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$41,202.24 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$3,077.76 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.47%
+$8,296.86 
VT Vanguard Total World Stock ETF
+0.46%
+$1,844.64 
GOOG Alphabet Inc
+0.46%
+$1,853.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$11,812.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$24,281.99 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$4,458.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$21,102.18 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.34%
+$13,817.76 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$11,889.13 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$3,756.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$1,412.6 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$118.16 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$111.79 
TIP iShares TIPS Bond ETF
+0.01%
+$70.87 
BSV Vanguard Short-Term Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$17,055 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$7,551.14 
BAB Invesco Taxable Municipal Bond ETF
-0.22%
-$4,875 
MOTI VanEck Morningstar International Moat ETF
-0.21%
-$579.33 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$2,397.08 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$9,422.32 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$385.56 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$412.24 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$293.16 
PSK SPDR ICE Preferred Securities ETF
-0.05%
-$126.19 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.04%
-$825.24 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,163.68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,223.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$879.15 Events
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Dividends
Dividend Analysis
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| Trades 783 | Longs Won 450/783 57% | Profit Factor 2.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $176,779.54 |
| Average Win $83,816.88 | Best Trade (Jun 12) $2.04M | Sharpe Ratio -13.03 |
| Average Loss -$38,649.67 | Worst Trade (Jun 30) -$889,179.2 | Z-Score -2.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2d | Expectancy $31,733.4 |
| 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.
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