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:
37.36%
Gain +0.04%
Monthly
0.33%
Yearly
4.04%
Drawdown
14.69%
$114.38M
Equity
Holdings
$114.38M
Investment
$87.76M
$25.38M
Profit +$44,180.41
Realized
-$1.24M
Unrealized
$26.62M
Dividends
$15.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$44,180.41
Win %
71%
This Week
Compared To Last Week
Gain
0.04%
Profit
$44,180.41
Win %
71%
This Month
Compared to last month
Gain
0.58%
Profit
$654,665.68
Win %
71%
This Year
Compared to last year
Gain
6.75%
Profit
$7.23M
Win %
71%
GOOG Alphabet Inc
+1.55%
+$5,876.01 
GOOGL Alphabet Inc
+1.49%
+$5,686.31 
RYT Invesco S&P 500 Equal Weight ETF
+1.3%
+$116,850.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.09%
+$62,663.2 
VSGX Vanguard ESG International Stock ETF
+1.06%
+$11,311.8 
SMMD iShares Russell 2500 ETF
+1.01%
+$5,869.02 
XLB Materials Select Sector SPDR Fund
+0.98%
+$10,072.85 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.96%
+$39,357.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.86%
+$46,360.85 
ESGV Vanguard ESG U.S. Stock ETF
+0.84%
+$3,368.68 
DFUS Dimensional U.S. Equity Market ETF
+0.81%
+$11,342.43 
AAPL Apple Inc.
+0.8%
+$10,043.46 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.78%
+$61,803.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.77%
+$63,427.22 
VT Vanguard Total World Stock ETF
+0.73%
+$2,946.27 
XLI Industrial Select Sector SPDR Fund
+0.7%
+$18,872.31 
VWO Vanguard FTSE Emerging Markets ETF
+0.68%
+$5,176.01 
ESGU iShares ESG Aware MSCI USA ETF
+0.66%
+$4,048.72 
MOTI VanEck Morningstar International Moat ETF
+0.66%
+$1,867.89 
PFF iShares Preferred and Income Securities ETF
+0.47%
+$10,518.2 
XLU Utilities Select Sector SPDR Fund
+0.39%
+$4,415.95 
XLRE The Real Estate Select Sector SPDR Fund
+0.32%
+$2,478.71 
XLC Communication Services Select Sector SPDR Fund
+0.24%
+$4,222.14 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$5,906.12 
DVY iShares Select Dividend ETF
+0.16%
+$398.48 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.09%
+$1,435.99 
PSK SPDR ICE Preferred Securities ETF
+0.07%
+$168.26 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.07%
+$1,836.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.06%
+$150.18 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.05%
+$144.45 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$531.3 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.87%
-$34,335.04 
XLV Health Care Select Sector SPDR Fund
-0.51%
-$29,314.32 
BAB Invesco Taxable Municipal Bond ETF
-0.24%
-$4,875 
XLP Consumer Staples Select Sector SPDR Fund
-0.2%
-$2,902.08 
XLF Financial Select Sector SPDR Fund
-0.19%
-$7,144.4 
TIP iShares TIPS Bond ETF
-0.15%
-$2,197.12 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$412.22 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.11%
-$2,063.1 
LMBS First Trust Low Duration Opportunities ETF
-0.1%
-$558.95 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$302.94 
BLV Vanguard Long-Term Bond ETF
-0.1%
-$1,027.32 
STIP iShares 0-5 Year TIPS Bond ETF
-0.1%
-$3,340.77 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$668.41 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$230.34 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$2,447.44 
XLE Energy Select Sector SPDR Fund
-0.05%
-$1,078.2 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$1,163.68 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$61.48 Events
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Dividends
Dividend Analysis
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| Trades 783 | Longs Won 425/783 54% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $188,422.97 |
| Average Win $91,587.13 | Best Trade (Oct 02) $2.36M | Sharpe Ratio -14 |
| Average Loss -$37,831.65 | Worst Trade (Jun 30) -$889,179.2 | Z-Score -3.9 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5d | Expectancy $32,414.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,021 | 2,719 | 2,417 | 2,115 | 1,813 | 1,511 | 1,208 | 906 | 604 | 302 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,790 | $673,854.21 | $1.26M | - | $588,102.09 | 87.27% | +0.802% |
| BAB Invesco Taxable Municipal Bond ETF | 81,250 | $2.12M | $2.05M | - | -$69,875 | -3.29% | -0.237% |
| BLV Vanguard Long-Term Bond ETF | 17,122 | $1.25M | $1.07M | - | -$178,272.96 | -14.27% | -0.096% |
| BND Vanguard Total Bond Market Index Fund | 5,153 | $364,447.68 | $360,761.53 | - | -$3,686.15 | -1.01% | -0.114% |
| BRK-A Berkshire Hathaway Inc. | 1 | $531,477 | $751,683.52 | - | $220,206.52 | 41.43% | -0.008% |
| BRK-B Berkshire Hathaway Inc. | 2,415 | $855,514.5 | $1.21M | - | $353,724.3 | 41.35% | +0.044% |
| BSV Vanguard Short-Term Bond ETF | 12,153 | $921,439.58 | $926,605.48 | - | $5,165.9 | 0.56% | -0.072% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 156,658 | $4.06M | $5.83M | - | $1.77M | 43.49% | +1.086% |
| DFUS Dimensional U.S. Equity Market ETF | 16,929 | $871,741.44 | $1.42M | - | $549,109.53 | 62.99% | +0.805% |
| DVY iShares Select Dividend ETF | 1,594 | $172,430.78 | $243,818.24 | - | $71,387.46 | 41.4% | +0.164% |
| EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | 2,954 | $294,197.11 | $290,584.98 | - | -$3,612.13 | -1.23% | +0.05% |
| ESGU iShares ESG Aware MSCI USA ETF | 3,664 | $363,750.45 | $617,035.92 | - | $253,285.47 | 69.63% | +0.66% |
| ESGV Vanguard ESG U.S. Stock ETF | 2,968 | $232,791.08 | $405,977.88 | - | $173,186.8 | 74.4% | +0.837% |
| FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | 291,113 | $8.95M | $8.94M | - | -$4,076.31 | -0.05% | 0.0 |
| GLTR abrdn Physical Precious Metals Basket Shares ETF | 20,936 | $1.9M | $3.89M | - | $1.99M | 105.17% | -0.875% |
| GOOG Alphabet Inc | 1,130 | $215,197.2 | $384,346.9 | - | $169,149.7 | 78.6% | +1.553% |
| GOOGL Alphabet Inc | 1,126 | $213,151.8 | $386,544.54 | - | $173,392.74 | 81.35% | +1.493% |
| LMBS First Trust Low Duration Opportunities ETF | 11,179 | $538,328.15 | $541,957.92 | - | $3,629.77 | 0.67% | -0.103% |
| MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 28,252 | $2.84M | $2.83M | - | -$9,269.57 | -0.33% | +0.065% |
| MOAT VanEck Morningstar Wide Moat Fund | 26,846 | $2.2M | $2.85M | - | $653,936.8 | 29.77% | +0.208% |
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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 Bloomberg Investment Grade Floating Rate ETF - $1.35M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.35M, Berkshire Hathaway Inc - $812,463.8, and PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $698,164.81. 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 - $397,262.48, Invesco S&P 500 Equal Weight Consumer Discretionary ETF - $361,832.98, 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 $15.28M earned over time. The largest contributors to dividend income include SPDR Bloomberg Investment Grade Floating Rate ETF - $1.34M, iShares Preferred and Income Securities ETF - $1.09M, iShares 0-5 Year TIPS Bond ETF - $878,469.56, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $732,413.28, 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.
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