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:
24.36%
Gain -0.98%
Monthly
0.8%
Yearly
9.97%
Drawdown
11.49%
$132.24M
Equity
Holdings
$132.24M
Investment
$121.75M
$25.25M
Profit -$1.28M
Realized
$14.76M
Unrealized
$10.49M
Dividends
$6.25M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$1.28M
Win %
54%
This Week
Compared To Last Week
Gain
-3.94%
Profit
-$5.42M
Win %
54%
This Month
Compared to last month
Gain
-3.07%
Profit
-$4.19M
Win %
54%
This Year
Compared to last year
Gain
-5.02%
Profit
-$7M
Win %
60%
VHT Vanguard Health Care ETF
+2.12%
+$37,675.06 
VCR Vanguard Consumer Discretionary ETF
+1.54%
+$15,103.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.46%
+$14,905.39 
FTCS First Trust Capital Strength ETF
+1.45%
+$20,440.77 
BLV Vanguard Long-Term Bond ETF
+1.38%
+$11,256 
SPGP Invesco S&P 500 GARP ETF
+1.38%
+$6,100.08 
VAW Vanguard Materials ETF
+1.29%
+$19,496.6 
JBHT J.B. Hunt Transport Services, Inc.
+1.26%
+$10,447.76 
VDC VANGUARD CONSUMER STAPLES ETF
+1.16%
+$17,219.34 
VNQ Vanguard Real Estate ETF
+1.14%
+$15,991.78 
FVD First Trust Value Line Dividend Index Fund
+1.1%
+$4,368.26 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+1.09%
+$4,212.9 
VOX Vanguard Communication Services ETF
+1.07%
+$16,601.52 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$4,163.98 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$2,874.41 
RDVY First Trust Rising Dividend Achievers ETF
+0.78%
+$2,100.22 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.77%
+$1,485.39 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.76%
+$3,831.54 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$2,432.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.72%
+$8,642 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.69%
+$5,774.17 
JQUA JPMorgan U.S. Quality Factor ETF
+0.66%
+$3,584.79 
BND Vanguard Total Bond Market Index Fund
+0.65%
+$4,080.44 
IUSB iShares Core Universal USD Bond ETF
+0.6%
+$9,391.07 
VXF Vanguard Extended Market ETF
+0.6%
+$2,646.56 
FEX First Trust Large Cap Core Fund A
+0.58%
+$9,984.95 
DGCB Dimensional Global Credit Fund
+0.54%
+$2,632.84 
AOK iShares Core Conservative Allocation ETF
+0.43%
+$16,863.53 
GOOGL Alphabet Inc
+0.41%
+$802.28 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$1,154.2 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.36%
+$14,328.65 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.34%
+$851.96 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.3%
+$2,097.63 
QUAL iShares MSCI USA Quality Factor ETF
+0.29%
+$4,049.16 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$2,018.14 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.26%
+$837.6 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$3,024.57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.23%
+$1,268.08 
IAGG iShares International Aggregate Bond Fund
+0.21%
+$1,913.62 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$3,329.86 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.18%
+$954.33 
LRGF iShares U.S. Equity Factor ETF
+0.15%
+$2,971.2 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$390.88 
CWB SPDR Bloomberg Convertible Securities ETF
+0.05%
+$2,658.35 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$2,132.2 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$158.78 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2,467.03 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,487.49 
SPHQ Invesco S&P 500 Quality ETF
+0.04%
+$709.95 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$784.12 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$802.87 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$666.84 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$341.2 
DELL Dell Technologies Inc.
-9.74%
-$769,470.52 
WDC Western Digital Corporation
-5.26%
-$119,529.36 
FIX Comfort Systems USA, Inc.
-4.67%
-$43,524.27 
AMAT Applied Materials, Inc.
-4.29%
-$135,275.6 
INTC Intel Corporation
-4.24%
-$90,933.44 
MRVL Marvell Technology, Inc.
-3.89%
-$7,076.55 
AMD Advanced Micro Devices, Inc.
-3.22%
-$102,852.78 
CRWD CrowdStrike Holdings, Inc.
-2.76%
-$86,841.43 
NVDA NVIDIA Corporation
-1.89%
-$7,675.29 
XMMO Invesco S&P MidCap Momentum ETF
-1.79%
-$8,355.84 
VDE Vanguard Energy ETF
-1.67%
-$33,673.51 
SPMO Invesco S&P 500 Momentum ETF
-1.66%
-$16,979.79 
PWB Invesco Large Cap Growth ETF
-1.49%
-$25,979.25 
VGT Vanguard Information Technology ETF
-1.27%
-$24,334.44 
MU Micron Technology, Inc.
-0.9%
-$28,037.15 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.89%
-$17,165.22 
QQQ Invesco QQQ Trust, Series 1
-0.66%
-$4,569.19 
ILCG iShares Morningstar Growth ETF
-0.66%
-$20,537.48 
MGK Vanguard Mega Cap Growth ETF
-0.61%
-$9,593.92 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$3,298.68 
FPX First Trust US Equity Opportunities ETF
-0.54%
-$3,162.17 
VONG Vanguard Russell 1000 Growth Fund
-0.49%
-$10,965.15 
VUG Vanguard Growth ETF
-0.48%
-$3,458.06 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$1,080.53 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.45%
-$2,448.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.43%
-$11,050.73 
ON ON Semiconductor Corporation
-0.38%
-$5,061.28 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.36%
-$7,167.29 
AAPL Apple Inc.
-0.29%
-$777.99 
VIS Vanguard Industrials ETF
-0.05%
-$819.4 
VPU Vanguard Utilities ETF
-0.03%
-$394.75 
VOO Vanguard S&P 500 ETF
-0.01%
-$270.97 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 604 | Longs Won 399/604 66% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $222,911.95 |
| Average Win $84,270.1 | Best Trade (Oct 14) $4.53M | Sharpe Ratio -9.09 |
| Average Loss -$40,861.37 | Worst Trade (Oct 15) -$998,300.36 | Z-Score -4.85 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $41,799.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,236 | 2,913 | 2,589 | 2,265 | 1,942 | 1,618 | 1,294 | 971 | 647 | 324 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 778 | $225,122 | $266,044.88 | - | $40,922.88 | 18.18% | -0.292% |
| AMAT Applied Materials, Inc. | 7,064 | $1.62M | $3.02M | - | $1.4M | 86.55% | -4.288% |
| AMD Advanced Micro Devices, Inc. | 5,602 | $3.25M | $3.09M | - | -$159,377.08 | -4.9% | -3.216% |
| AOK iShares Core Conservative Allocation ETF | 96,363 | $4M | $3.91M | - | -$90,099.17 | -2.25% | +0.433% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 81,878 | $3.88M | $4M | - | $111,462.61 | 2.87% | +0.36% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 44,456 | $4.08M | $4.07M | - | -$8,886.07 | -0.22% | +0.016% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 22,747 | $2.26M | $2.26M | - | -$4,094.25 | -0.18% | +0.015% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,434 | $884,305.59 | $841,256.55 | - | -$43,049.04 | -4.87% | +0.691% |
| BLV Vanguard Long-Term Bond ETF | 12,864 | $904,769.95 | $826,576.32 | - | -$78,193.63 | -8.64% | +1.381% |
| BND Vanguard Total Bond Market Index Fund | 8,968 | $664,259.69 | $635,427.64 | - | -$28,832.05 | -4.34% | +0.646% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 2,217 | $204,584.69 | $194,985.15 | - | -$9,599.54 | -4.69% | +0.768% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 22,597 | $2.55M | $2.68M | - | $133,252.69 | 5.23% | +0.029% |
| BSV Vanguard Short-Term Bond ETF | 16,349 | $1.28M | $1.25M | - | -$31,157.23 | -2.43% | +0.242% |
| CRWD CrowdStrike Holdings, Inc. | 12,604 | $2.4M | $3.06M | - | $650,555.46 | 27.05% | -2.764% |
| CWB SPDR Bloomberg Convertible Securities ETF | 53,167 | $4.81M | $5.12M | - | $308,872.39 | 6.42% | +0.052% |
| DELL Dell Technologies Inc. | 15,548 | $3.17M | $7.13M | - | $3.96M | 124.84% | -9.743% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 15,538 | $559,496.47 | $699,598.45 | - | $140,101.98 | 25.04% | +0.301% |
| DGCB Dimensional Global Credit Fund | 9,403 | $509,854.84 | $494,503.77 | - | -$15,351.07 | -3.01% | +0.535% |
| FEX First Trust Large Cap Core Fund A | 12,816 | $1.56M | $1.74M | - | $176,276.99 | 11.28% | +0.578% |
| FIX Comfort Systems USA, Inc. | 604 | $1.2M | $887,650.48 | - | -$309,447.52 | -25.85% | -4.674% |
No 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
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 - $1.14M, and SPDR Bloomberg 3-12 Month T-Bill ETF - $933,312.23. 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 $6.25M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.23M, SPDR Bloomberg 3-12 Month T-Bill ETF - $973,595.19, VanEck Fallen Angel High Yield Bond ETF - $211,590.18, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $138,802.2, and Goldman Sachs Access Treasury 0-1 Year ETF - $136,100.97. 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.
2026 © Marketlog. All Rights Reserved.
