JMF
Jeremy Morris Finger Portfolio
Invests via Riverbend Wealth Management LLC | Managed by Jeremy Morris Finger
Invests via Riverbend Wealth Management LLC
Managed by Jeremy Morris Finger
Automatically Tracked
Veteran private-equity investor and operating executive focused on growth-stage and middle-market opportunities across technology and business services, with experience in portfolio company transformation, M&A and capital structuring. Jeremy Morris Finger brings prior operating leadership and investment roles spanning buyouts, growth equity and strategic initiatives; known for hands-on governance, driving EBITDA expansion and exit preparation with strategic buyers and financial sponsors.
Veteran private-equity investor and operating executive focused on growth-stage and middle-market opportunities across technology and business services, with experience in portfolio company transformation, M&A and capital structuring. Jeremy Morris Finger brings prior operating leadership and investment roles spanning buyouts, growth equity and strategic initiatives; known for hands-on governance, driving EBITDA expansion and exit preparation with strategic buyers and financial sponsors.
Investment Philosophy & Strategy
Focuses on growth-stage and middle-market technology and business-services investments, pairing active operational stewardship with disciplined capital structuring to accelerate EBITDA expansion. Prefers situations where hands-on governance, promoter alignment and bolt-on M&A can unlock clear exit optionality to strategic buyers or financial sponsors. Investment horizon is multi-year and value-driven, prioritizing margin improvement, scalable go-to-market execution and prudent leverage. Underwriting emphasizes cash-flow conversion, repeatable unit economics, and measurable operational KPIs; risk is managed through staged capital, board-level oversight and executable turnaround or growth playbooks.
Focuses on growth-stage and middle-market technology and business-services investments, pairing active operational stewardship with disciplined capital structuring to accelerate EBITDA expansion. Prefers situations where hands-on governance, promoter alignment and bolt-on M&A can unlock clear exit optionality to strategic buyers or financial sponsors. Investment horizon is multi-year and value-driven, prioritizing margin improvement, scalable go-to-market execution and prudent leverage. Underwriting emphasizes cash-flow conversion, repeatable unit economics, and measurable operational KPIs; risk is managed through staged capital, board-level oversight and executable turnaround or growth playbooks.
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:
-0.21%
Gain
Monthly
-0.01%
Yearly
-0.13%
Drawdown
23.27%
$178.65M
Equity
Holdings
$178.65M
Investment
$146.31M
$32.08M
Profit -$818,031.38
Realized
-$256,019.27
Unrealized
$32.34M
Dividends
$3.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$818,031.38
Win %
76%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$839,534.17
Win %
76%
This Month
Compared to last month
Gain
0.54%
Profit
$963,450.95
Win %
76%
This Year
Compared to last year
Gain
11.27%
Profit
$18.09M
Win %
76%
HIG The Hartford Insurance Group, Inc.
+3.35%
+$11,091.11 
ALL Allstate Corporation
+3.32%
+$8,613.48 
MRK Merck & Co., Inc.
+3.02%
+$72,108.66 
BMY Bristol-Myers Squibb Company
+2.33%
+$11,671.98 
MO Altria Group, Inc.
+2%
+$9,358.6 
PSX Phillips 66
+1.94%
+$14,306.69 
CSCO Cisco Systems, Inc.
+1.88%
+$13,451.8 
JNJ Johnson & Johnson
+1.83%
+$24,842.47 
LMT Lockheed Martin Corporation
+1.71%
+$6,733.14 
MCK McKesson Corporation
+1.61%
+$5,571.9 
GD General Dynamics Corporation
+1.61%
+$12,781.77 
RTX RTX Corporation
+1.57%
+$19,458.54 
ABBV AbbVie Inc.
+1.57%
+$15,373.47 
LHX L3Harris Technologies, Inc.
+1.51%
+$4,277.13 
ED Consolidated Edison, Inc.
+1.47%
+$4,617.45 
XOM Exxon Mobil Corporation
+1.32%
+$12,832.57 
WFC Wells Fargo & Company
+1.32%
+$8,447.12 
CVX Chevron Corporation
+1.26%
+$9,337.96 
HON Honeywell International Inc.
+1.17%
+$2,073.55 
LLY Eli Lilly and Company
+1.17%
+$25,356.87 
DLR Digital Realty Trust, Inc.
+1.07%
+$4,380.3 
WMT Walmart Inc.
+1.04%
+$16,453.33 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$28,530.87 
DUK Duke Energy Corporation
+0.97%
+$3,003.64 
DCH Dauch Corporation
+0.82%
+$450.36 
EQT EQT Corporation
+0.79%
+$7,381.92 
JPM JPMorgan Chase & Co.
+0.78%
+$19,298.83 
DELL Dell Technologies Inc.
+0.76%
+$20,237.18 
EXC Exelon Corporation
+0.75%
+$2,215.15 
TFC Truist Financial Corporation
+0.73%
+$6,040.71 
BA Boeing Company
+0.72%
+$3,900.82 
NEE NextEra Energy, Inc.
+0.69%
+$1,731.84 
BAC Bank of America Corporation
+0.63%
+$9,452.82 
PG Procter & Gamble Co
+0.62%
+$5,533.78 
IAU iShares Gold Trust
+0.55%
+$4,967.56 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.47%
+$2,711.34 
MDT Medtronic plc
+0.4%
+$1,282.71 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$8,998.68 
AMGN Amgen Inc.
+0.27%
+$2,389.61 
DGRO iShares Core Dividend Growth ETF
+0.26%
+$10,971.19 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.23%
+$5,045.18 
GEV GE Vernova Inc.
+0.23%
+$2,575.49 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$703.56 
HD The Home Depot, Inc.
+0.22%
+$1,957.02 
SMTH ALPS Smith Core Plus Bond ETF
+0.21%
+$10,446.72 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$676.71 
FBND Fidelity Total Bond ETF
+0.19%
+$3,782.41 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$1,307.7 
LNG Cheniere Energy Inc.
+0.17%
+$1,081.96 
IUSB iShares Core Universal USD Bond ETF
+0.16%
+$429.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$3,362.19 
DFCF Dimensional Core Fixed Income ETF
+0.15%
+$1,442.15 
IFRA iShares U.S. Infrastructure
+0.15%
+$1,095.16 
IVE ISHARES S&P 500 VALUE ETF
+0.14%
+$1,127.1 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$1,156.26 
IGEB iShares Investment Grade Corporate Bond ETF
+0.13%
+$703.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$438.69 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$667.69 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$1,173 
COM Direxion Auspice Broad Commodity Strategy ETF
+0.04%
+$365.6 
IAGG iShares International Aggregate Bond Fund
+0.04%
+$221.76 
IWD iShares Russell 1000 Value ETF
+0.04%
+$150.19 
COST Costco Wholesale Corporation
+0.02%
+$62.55 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$45.49 
CEG Constellation Energy Corporation
+0.01%
+$83.05 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+0.01%
+$61.56 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.78%
-$67,377.9 
META Meta Platforms Inc Class A
-5.7%
-$107,503.55 
UBER Uber Technologies, Inc.
-2.95%
-$25,859.47 
TXN Texas Instruments Inc
-2.93%
-$17,722.35 
AMD Advanced Micro Devices, Inc.
-2.93%
-$22,779.25 
SOXX iShares Semiconductor ETF
-2.84%
-$17,668.7 
BKNG Booking Holdings Inc.
-2.82%
-$27,950 
FITB Fifth Third Bancorp
-2.56%
-$21,255.68 
GOOGL Alphabet Inc
-2.54%
-$96,326.59 
GOOG Alphabet Inc
-2.48%
-$38,008 
MSFT Microsoft Corp.
-2.36%
-$92,490.46 
KO The Coca-Cola Company
-2.29%
-$17,560.88 
ASML ASML Holding N.V. New York Registry Shares
-2.26%
-$9,895.26 
COMP Compass Inc.
-2.09%
-$4,437.26 
NVDA NVIDIA Corporation
-2.08%
-$103,526.2 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$5,692.32 
ARTY iShares Future AI & Tech ETF
-1.95%
-$5,696.64 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$6,247.57 
ADI Analog Devices, Inc.
-1.86%
-$8,827.05 
TMO Thermo Fisher Scientific Inc.
-1.78%
-$8,082.8 
GS The Goldman Sachs Group, Inc.
-1.76%
-$9,004.32 
VUG Vanguard Growth ETF
-1.69%
-$8,891.4 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$8,688.4 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$102,951.37 
MA Mastercard Incorporated
-1.57%
-$12,184.62 
AVDV Avantis International Small Cap Value ETF
-1.54%
-$4,596.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.53%
-$4,796.48 
AVGO Broadcom Inc.
-1.47%
-$56,413.4 
VGT Vanguard Information Technology ETF
-1.43%
-$27,370.96 
AXP American Express Company
-1.2%
-$18,340.84 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$5,421.64 
BLK BlackRock, Inc.
-1.11%
-$8,073.83 
IXUS iShares Core International Stock ETF
-1.1%
-$4,584.53 
VEU Vanguard FTSE All-World ex-US ETF
-1.06%
-$5,883.81 
C Citigroup Inc.
-0.88%
-$13,797.04 
VT Vanguard Total World Stock ETF
-0.84%
-$2,970.59 
APH Amphenol Corporation
-0.81%
-$7,147.36 
MS Morgan Stanley
-0.8%
-$7,033.25 
IVV iShares Core S&P 500 ETF
-0.79%
-$74,947.34 
VOO Vanguard S&P 500 ETF
-0.78%
-$4,257.67 
IYY iShares Dow Jones U.S. ETF
-0.77%
-$7,587 
CRH CRH plc
-0.77%
-$7,055.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$20,595.96 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$12,714.28 
SUSA iShares MSCI USA ESG Select ETF
-0.76%
-$5,875 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$4,231.35 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.72%
-$2,328.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$2,300.16 
NEM Newmont Corporation
-0.67%
-$2,149.71 
RECS Columbia Research Enhanced Core ETF
-0.67%
-$7,093.77 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$1,597.66 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.66%
-$53,831.68 
UBSI United Bankshares, Inc.
-0.65%
-$2,921.62 
FCX Freeport-McMoRan Inc.
-0.63%
-$1,963.96 
DFAW Dimensional World Equity ETF
-0.6%
-$6,972 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.57%
-$12,117.85 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,057.16 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.53%
-$4,898.52 
TPR Tapestry Inc.
-0.49%
-$1,108.31 
ITW Illinois Tool Works Inc.
-0.44%
-$1,076.25 
AMZN Amazon.com Inc
-0.44%
-$15,731.97 
FSMD Fidelity Small-Mid Multifactor ETF
-0.42%
-$6,391.31 
IWN iShares Russell 2000 Value ETF
-0.41%
-$2,760 
SCHW Charles Schwab Corporation
-0.39%
-$937.6 
BUFR FT Vestladder Buffer ETF-USD I
-0.38%
-$5,470.78 
LOW Lowe's Companies Inc.
-0.38%
-$1,180.8 
EFV iShares MSCI EAFE Value ETF
-0.33%
-$4,840.16 
URI United Rentals, Inc.
-0.27%
-$805.75 
FDX FedEx Corporation
-0.27%
-$504.23 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$1,460 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$5,036.13 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.15%
-$555.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$4,030.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.12%
-$762.24 
PEP PepsiCo, Inc.
-0.11%
-$865.99 
VO Vanguard Mid-Cap ETF
-0.06%
-$1,157.8 
AAPL Apple Inc.
-0.06%
-$4,561.14 
CAT Caterpillar Inc.
-0.05%
-$320.07 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$365.42 
MUB iShares National Muni Bond ETF
-0.01%
-$36.84 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$33.18 Events
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Dividends
Dividend Analysis
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| Trades 758 | Longs Won 547/758 72% | Profit Factor 10.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $174,055.47 |
| Average Win $64,733.64 | Best Trade (Jul 13) $2.02M | Sharpe Ratio -20.42 |
| Average Loss -$15,783.06 | Worst Trade (Sep 29) -$304,381.8 | Z-Score 18.28 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $42,320.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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