Jackie Berry Portfolio
Invests via Hershey Financial Advisers, LLC | Managed by Greg Boll, Nick Brightbill, Matt Berry
Invests via Hershey Financial Advisers, LLC
Managed by Greg Boll, Nick Brightbill, Matt Berry
Automatically Tracked
Jackie Berry Profile
Seasoned investor and executive with experience in consumer and fintech sectors, active in early-stage and growth investing. Jackie Berry has held operating roles scaling product and distribution teams and served on several boards, focusing on revenue growth and customer acquisition. Advises founders on go-to-market, metrics and fundraising.
Seasoned investor and executive with experience in consumer and fintech sectors, active in early-stage and growth investing. Jackie Berry has held operating roles scaling product and distribution teams and served on several boards, focusing on revenue growth and customer acquisition. Advises founders on go-to-market, metrics and fundraising.
Investment Philosophy & Strategy
Combines operator-led, metrics-driven investing with a focus on consumer and fintech startups at seed to growth stages. Prioritizes businesses with scalable product-market fit, repeatable customer acquisition and clear unit economics; allocates capital to secure rapid go-to-market expansion and reserves for follow‑on rounds. Emphasizes revenue growth, distribution levers and retention as underwrite criteria, takes active board or advisory roles to optimize product, GTM and fundraising, and manages risk through staged commitments tied to milestone delivery.
Combines operator-led, metrics-driven investing with a focus on consumer and fintech startups at seed to growth stages. Prioritizes businesses with scalable product-market fit, repeatable customer acquisition and clear unit economics; allocates capital to secure rapid go-to-market expansion and reserves for follow‑on rounds. Emphasizes revenue growth, distribution levers and retention as underwrite criteria, takes active board or advisory roles to optimize product, GTM and fundraising, and manages risk through staged commitments tied to milestone delivery.
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:
5.57%
Gain
Monthly
0.22%
Yearly
2.69%
Drawdown
16.95%
$127.37M
Equity
Holdings
$127.37M
Investment
$110.81M
$22.72M
Profit -$1.47M
Realized
$6.15M
Unrealized
$16.57M
Dividends
$5.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.47M
Win %
75%
This Week
Compared To Last Week
Gain
-3.07%
Profit
-$4.04M
Win %
75%
This Month
Compared to last month
Gain
-4.25%
Profit
-$5.65M
Win %
75%
This Year
Compared to last year
Gain
10.22%
Profit
$11.81M
Win %
78%
VDC VANGUARD CONSUMER STAPLES ETF
+2.29%
+$35,847.33 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.09%
+$59,011.15 
VNQ Vanguard Real Estate ETF
+1.86%
+$30,352.14 
DHS WisdomTree U.S. High Dividend Fund
+1.71%
+$19,986.12 
FVD First Trust Value Line Dividend Index Fund
+1.68%
+$4,196.76 
MSFT Microsoft Corp.
+1.63%
+$4,739.84 
VHT Vanguard Health Care ETF
+1.49%
+$26,428.49 
FTCS First Trust Capital Strength ETF
+1.42%
+$17,069.33 
FDX FedEx Corporation
+1.23%
+$12,883.17 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.95%
+$13,873.12 
VDE Vanguard Energy ETF
+0.82%
+$15,964.97 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$9,089.33 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$6,835.35 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$2,540.12 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.14%
+$1,702.8 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$164.43 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$571.8 
VPU Vanguard Utilities ETF
+0.02%
+$348.24 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$155.07 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$580.86 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$245.57 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$24.64 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$374.35 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$42.98 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$32.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$308.13 
APA APA Corporation
0%
+$8.46 
WDC Western Digital Corporation
-10.43%
-$310,527.97 
GLW Corning Incorporated
-10.01%
-$193,823.46 
MU Micron Technology, Inc.
-6.35%
-$57,869.28 
ALB Albemarle Corporation
-4.95%
-$74,518.44 
DELL Dell Technologies Inc.
-4.27%
-$233,068.35 
SPMO Invesco S&P 500 Momentum ETF
-3.47%
-$21,756.8 
MTUM iShares MSCI USA Momentum Factor ETF
-3.29%
-$22,873.02 
NVDA NVIDIA Corporation
-2.84%
-$10,962.54 
AMAT Applied Materials, Inc.
-2.83%
-$112,033.66 
FCVT First Trust SSI Strategic Convertible Securities ETF
-2.55%
-$31,393.44 
GEV GE Vernova Inc.
-2.39%
-$49,863.3 
PWB Invesco Large Cap Growth ETF
-2.37%
-$14,043 
IWY iShares Russell Top 200 Growth ETF
-2.22%
-$12,942.72 
VGT Vanguard Information Technology ETF
-2.15%
-$31,563 
XMMO Invesco S&P MidCap Momentum ETF
-2.07%
-$10,689.87 
ICVT iShares Convertible Bond ETF
-2.05%
-$150,135.16 
ALGN Align Technology, Inc.
-1.93%
-$37,322.33 
CWB SPDR Bloomberg Convertible Securities ETF
-1.93%
-$101,768 
ILCG iShares Morningstar Growth ETF
-1.92%
-$24,241.37 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.58%
-$41,862.36 
VUG Vanguard Growth ETF
-1.56%
-$33,677.34 
VOX Vanguard Communication Services ETF
-1.55%
-$19,172.45 
SPEM SPDR Portfolio Emerging Markets ETF
-1.27%
-$2,796.2 
RTX RTX Corporation
-1.27%
-$15,728.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$8,512.56 
HGER Harbor Commodity All-Weather Fund
-1.02%
-$9,008.67 
SPHQ Invesco S&P 500 Quality ETF
-0.99%
-$24,059.19 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$4,491.74 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.77%
-$15,236.4 
VOO Vanguard S&P 500 ETF
-0.74%
-$12,992.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.66%
-$3,771.75 
VXF Vanguard Extended Market ETF
-0.66%
-$2,844.45 
VIS Vanguard Industrials ETF
-0.46%
-$8,656.82 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.42%
-$16,759.89 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.33%
-$2,289.99 
FEX First Trust Large Cap Core Fund A
-0.27%
-$4,858.42 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.19%
-$857.05 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$1,150.87 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$831.08 
JQUA JPMorgan U.S. Quality Factor ETF
-0.14%
-$743.6 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$390.14 
EDV Vanguard Extended Duration Treasury ETF
-0.12%
-$306.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$365.94 
BLV Vanguard Long-Term Bond ETF
-0.08%
-$776.82 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$2,842.26 
VAW Vanguard Materials ETF
-0.06%
-$1,017.5 
DGCB Dimensional Global Credit Fund
-0.06%
-$295.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$505.68 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.05%
-$110.75 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$289.13 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$445.15 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$565.1 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$90.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 519 | Longs Won 251/519 48% | Profit Factor 16.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $196,260.82 |
| Average Win $96,495.06 | Best Trade (Jul 14) $3.79M | Sharpe Ratio -9.24 |
| Average Loss -$5,593.24 | Worst Trade (Jul 16) -$345,476.05 | Z-Score -10.62 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $43,778.94 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
