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:
26.02%
Gain -0.35%
Monthly
0.9%
Yearly
11.4%
Drawdown
11.49%
$133.79M
Equity
Holdings
$133.79M
Investment
$121.75M
$26.79M
Profit -$444,952.31
Realized
$14.76M
Unrealized
$12.04M
Dividends
$5.95M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$444,952.31
Win %
58%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$1.17M
Win %
58%
This Month
Compared to last month
Gain
1.35%
Profit
$1.79M
Win %
58%
This Year
Compared to last year
Gain
-3.91%
Profit
-$5.45M
Win %
62%
VXF Vanguard Extended Market ETF
+0.32%
+$1,517.88 
INTC Intel Corporation
+0.2%
+$4,153.21 
FTCS First Trust Capital Strength ETF
+0.01%
+$68.14 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
-$0.04 
MRVL Marvell Technology, Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AOK iShares Core Conservative Allocation ETF
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
FEX First Trust Large Cap Core Fund A
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FPX First Trust US Equity Opportunities ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$0.01 
ILCG iShares Morningstar Growth ETF
0%
+$0.05 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JMOM JPMorgan U.S. Momentum Factor ETF
0%
+$0.09 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
PWB Invesco Large Cap Growth ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
-$0.11 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
-$0.9 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VAW Vanguard Materials ETF
0%
$0 
VDE Vanguard Energy ETF
0%
-$0.07 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
-$0.05 
VOX Vanguard Communication Services ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.05 
VNQ Vanguard Real Estate ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
DGCB Dimensional Global Credit Fund
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$7,806.67 
AAPL Apple Inc.
-1.09%
-$2,606.3 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$2,289.32 
LRGF iShares U.S. Equity Factor ETF
-0.33%
-$6,437.6 
WDC Western Digital Corporation
-0.09%
-$2,560.45 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$984.34 
NVDA NVIDIA Corporation
-0.02%
-$91.7 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$115.28 
VNLA Janus Henderson Short Duration Income ETF
0%
-$42.64 Events
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Dividends
Dividend Analysis
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| Trades 604 | Longs Won 406/604 67% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $226,478.64 |
| Average Win $85,738.31 | Best Trade (Aug 13) $4.24M | Sharpe Ratio -9.09 |
| Average Loss -$40,487.1 | Worst Trade (Aug 24) -$1.08M | Z-Score -2.93 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2d | Expectancy $44,359.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 778 | $225,122 | $237,219.98 | - | $12,097.98 | 5.37% | -1.087% |
| AMAT Applied Materials, Inc. | 7,064 | $1.62M | $3.69M | - | $2.07M | 127.85% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 5,602 | $3.25M | $2.63M | - | -$623,782.88 | -19.17% | 0.0 |
| AOK iShares Core Conservative Allocation ETF | 96,363 | $4M | $3.98M | - | -$18,308.73 | -0.46% | 0.0 |
| AOM iShares Core 40/60 Moderate Allocation ETF | 81,878 | $3.88M | $4.08M | - | $192,931.22 | 4.97% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 44,456 | $4.08M | $4.07M | - | -$11,331.15 | -0.28% | 0.0 |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 22,747 | $2.26M | $2.26M | - | -$3,298.11 | -0.15% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,434 | $884,305.59 | $862,123.6 | - | -$22,181.99 | -2.51% | 0.0 |
| BLV Vanguard Long-Term Bond ETF | 12,864 | $904,769.95 | $846,708.48 | - | -$58,061.47 | -6.42% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 8,968 | $664,259.69 | $647,041.2 | - | -$17,218.49 | -2.59% | 0.0 |
| BOND PIMCO Active Bond Exchange-Traded Fund | 2,217 | $204,584.69 | $200,438.97 | - | -$4,145.72 | -2.03% | 0.0 |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 22,597 | $2.55M | $2.66M | - | $114,497.18 | 4.5% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 16,349 | $1.28M | $1.27M | - | -$17,015.34 | -1.33% | 0.0 |
| CRWD CrowdStrike Holdings, Inc. | 12,604 | $2.4M | $2.84M | - | $433,262.5 | 18.02% | 0.0 |
| CWB SPDR Bloomberg Convertible Securities ETF | 53,167 | $4.81M | $5.51M | - | $699,649.84 | 14.55% | 0.0 |
| DELL Dell Technologies Inc. | 15,548 | $3.17M | $7.12M | - | $3.95M | 124.56% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 15,538 | $559,496.47 | $713,349.58 | - | $153,853.11 | 27.5% | 0.0 |
| DGCB Dimensional Global Credit Fund | 9,403 | $509,854.84 | $501,932.14 | - | -$7,922.7 | -1.55% | 0.0 |
| FEX First Trust Large Cap Core Fund A | 12,816 | $1.56M | $1.79M | - | $229,233.98 | 14.67% | 0.0 |
| FIX Comfort Systems USA, Inc. | 604 | $1.2M | $1.01M | - | -$185,494.66 | -15.5% | 0.0 |
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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 Jackie Berry?
The largest contributions to the portfolio's profits come from the following stocks: iShares Convertible Bond ETF - $1.78M, Corning Incorporated - $1.33M, Warner Bros. Discovery, Inc - $1.19M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.13M, and SPDR Bloomberg 3-12 Month T-Bill ETF - $926,162.85. 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: APA Corporation - $406,800.66, Expedia Group, Inc - $308,419.94, lululemon athletica inc - $273,582.95, Skyworks Solutions Inc - $226,132.6, and Eli Lilly and Company - $224,256. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jackie Berry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.95M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.21M, SPDR Bloomberg 3-12 Month T-Bill ETF - $966,445.81, VanEck Fallen Angel High Yield Bond ETF - $211,590.18, iShares Treasury Floating Rate Bond ETF - $127,964.32, and Goldman Sachs Access Treasury 0-1 Year ETF - $123,990.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jackie Berry's monthly returns?
Jackie Berry's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jackie Berry's strategy be considered aggressive or moderate?
Jackie Berry's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jackie Berry's strategy?
Jackie Berry's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
