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:
32.67%
Gain +0.46%
Monthly
1.32%
Yearly
17.12%
Drawdown
16.85%
$217.11M
Equity
Holdings
$217.11M
Investment
$182.89M
$36.17M
Profit +$716,930.6
Realized
$1.37M
Unrealized
$34.8M
Dividends
$4.49M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$716,930.6
Win %
71%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$1.53M
Win %
71%
This Month
Compared to last month
Gain
0.97%
Profit
$2.09M
Win %
71%
This Year
Compared to last year
Gain
0.96%
Profit
$2.07M
Win %
70%
COMP Compass Inc.
+9.82%
+$15,738.86 
HUBS HubSpot, Inc.
+5.61%
+$19,387.72 
BLK BlackRock, Inc.
+4.38%
+$33,362.89 
CRH CRH plc
+3.94%
+$26,778.96 
LOW Lowe's Companies Inc.
+3.94%
+$11,026.08 
NEM Newmont Corporation
+3.79%
+$16,323.57 
RGLD Royal Gold Inc.
+3.63%
+$6,976.8 
LLY Eli Lilly and Company
+3.55%
+$87,583.41 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$22,102.19 
BKNG Booking Holdings Inc.
+3.19%
+$29,803.52 
NFLX Netflix, Inc.
+2.89%
+$24,781.92 
UBER Uber Technologies, Inc.
+2.86%
+$25,419.24 
NTRA NATERA INC (Common Stock) – ticker 45E
+2.54%
+$76,304.08 
WFC Wells Fargo & Company
+2.29%
+$15,088.6 
MCK McKesson Corporation
+2.26%
+$14,036.53 
AXP American Express Company
+2.25%
+$31,375.28 
BA Boeing Company
+2.2%
+$15,099.7 
TFC Truist Financial Corporation
+2.19%
+$15,971 
MA Mastercard Incorporated
+2.17%
+$13,210.82 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+2.02%
+$44,859.6 
LMT Lockheed Martin Corporation
+1.99%
+$9,275.32 
MU Micron Technology, Inc.
+1.87%
+$18,205.03 
AMGN Amgen Inc.
+1.86%
+$15,768.72 
IAU iShares Gold Trust
+1.82%
+$21,484.4 
UBSI United Bankshares, Inc.
+1.79%
+$7,622.72 
WMT Walmart Inc.
+1.47%
+$23,977.62 
ALL Allstate Corporation
+1.45%
+$4,033.69 
FITB Fifth Third Bancorp
+1.43%
+$9,940.71 
DLR Digital Realty Trust, Inc.
+1.38%
+$6,016.65 
RSP Invesco S&P 500 Equal Weight ETF
+1.37%
+$42,555.9 
AMP Ameriprise Financial, Inc.
+1.36%
+$2,906.79 
IWN iShares Russell 2000 Value ETF
+1.36%
+$8,489.97 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$4,893.22 
MDT Medtronic plc
+1.29%
+$5,339.94 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.26%
+$7,130.53 
LHX L3Harris Technologies, Inc.
+1.26%
+$3,255 
URI United Rentals, Inc.
+1.23%
+$3,077.55 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.22%
+$6,800 
ALLW SPDR Bridgewater All Weather Mutual Fund
+1.18%
+$6,802.87 
IYR iShares U.S. Real Estate ETF
+1.16%
+$3,752.91 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$2,734.67 
FTMH Franklin Municipal High Yield ETF
+1.11%
+$2,536.32 
MSFT Microsoft Corp.
+1.08%
+$63,756 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.08%
+$6,632.24 
VO Vanguard Mid-Cap ETF
+1.01%
+$23,293.17 
MO Altria Group, Inc.
+0.97%
+$5,817.74 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$19,380.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.9%
+$2,924.8 
FSMD Fidelity Small-Mid Multifactor ETF
+0.89%
+$16,051.2 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$6,681.97 
FCX Freeport-McMoRan Inc.
+0.85%
+$3,009.58 
VYMI Vanguard International High Dividend Yield Index Fund
+0.82%
+$5,205.76 
DGRO iShares Core Dividend Growth ETF
+0.82%
+$45,543.68 
MUB iShares National Muni Bond ETF
+0.82%
+$1,942.2 
C Citigroup Inc.
+0.77%
+$11,427.58 
IWD iShares Russell 1000 Value ETF
+0.76%
+$3,398.4 
NEE NextEra Energy, Inc.
+0.75%
+$1,807.17 
GD General Dynamics Corporation
+0.71%
+$7,335.15 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$5,368 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.68%
+$14,656.77 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.67%
+$6,036.56 
FBND Fidelity Total Bond ETF
+0.67%
+$24,321.72 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$2,304.3 
HIG The Hartford Insurance Group, Inc.
+0.64%
+$2,193.85 
ITW Illinois Tool Works Inc.
+0.64%
+$1,752.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$1,867.94 
BAC Bank of America Corporation
+0.6%
+$8,080.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$18,386.87 
DFCF Dimensional Core Fixed Income ETF
+0.59%
+$7,425.6 
SUSA iShares MSCI USA ESG Select ETF
+0.59%
+$4,650 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+0.58%
+$3,391.85 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$25,095.98 
SMTH ALPS Smith Core Plus Bond ETF
+0.57%
+$23,360.54 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.57%
+$1,917.61 
DFAW Dimensional World Equity ETF
+0.56%
+$6,108.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.55%
+$2,127.06 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$51,966.9 
IUSB iShares Core Universal USD Bond ETF
+0.52%
+$4,303.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$12,795.12 
JEPI JPMorgan Equity Premium Income Fund
+0.51%
+$3,550.18 
RECS Columbia Research Enhanced Core ETF
+0.48%
+$5,318.28 
GOOGL Alphabet Inc
+0.45%
+$16,640.45 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$3,519.09 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$2,231.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$2,653.44 
VT Vanguard Total World Stock ETF
+0.41%
+$2,581.12 
PYLD PIMCO Multisector Bond Active ETF
+0.39%
+$7,652.5 
AOA iShares Core Aggressive Allocation ETF
+0.39%
+$1,106.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.38%
+$10,819.75 
GOOG Alphabet Inc
+0.37%
+$5,527.66 
IYY iShares Dow Jones U.S. ETF
+0.35%
+$3,564 
IXUS iShares Core International Stock ETF
+0.35%
+$1,477.08 
PG Procter & Gamble Co
+0.35%
+$2,119.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$1,644.78 
MS Morgan Stanley
+0.33%
+$2,473.36 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$5,128.98 
VOO Vanguard S&P 500 ETF
+0.28%
+$2,347.99 
SUB iShares Short-Term National Muni Bond ETF
+0.28%
+$952.65 
AMZN Amazon.com Inc
+0.27%
+$10,694.85 
IVV iShares Core S&P 500 ETF
+0.27%
+$32,026.58 
RTX RTX Corporation
+0.26%
+$3,376.32 
KO The Coca-Cola Company
+0.24%
+$2,103.64 
ED Consolidated Edison, Inc.
+0.24%
+$869.44 
TFLR T. Rowe Price Floating Rate ETF
+0.23%
+$968.88 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$692.28 
IAGG iShares International Aggregate Bond Fund
+0.2%
+$1,081.4 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$3,394.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.16%
+$2,250.72 
BUFR FT Vestladder Buffer ETF-USD I
+0.16%
+$3,030.66 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$333.36 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$513.52 
ADI Analog Devices, Inc.
+0.09%
+$437.39 
JPM JPMorgan Chase & Co.
+0.07%
+$1,887 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$125.44 
AVDV Avantis International Small Cap Value ETF
+0.03%
+$87.33 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$44.7 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$136.63 
CMI Cummins Inc.
0%
+$0.01 
GS The Goldman Sachs Group, Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
DELL Dell Technologies Inc.
-6.8%
-$176,119.36 
ANET Arista Networks, Inc.
-5.04%
-$13,510.32 
CSCO Cisco Systems, Inc.
-3.33%
-$23,172.06 
FAST Fastenal Co.
-3.12%
-$6,556.14 
PM Philip Morris International Inc.
-2.76%
-$19,976.6 
SCHW Charles Schwab Corporation
-2.73%
-$7,611.12 
PSX Phillips 66
-2.72%
-$11,892.29 
CLS Celestica Inc.
-2.5%
-$6,012.16 
NVDA NVIDIA Corporation
-1.84%
-$105,559.52 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.8%
-$16,530.75 
CAT Caterpillar Inc.
-1.78%
-$7,230.26 
DCH Dauch Corporation
-1.73%
-$900.72 
GEV GE Vernova Inc.
-1.63%
-$16,812.67 
AMD Advanced Micro Devices, Inc.
-1.5%
-$13,787 
MRK Merck & Co., Inc.
-1.48%
-$39,680.36 
APH Amphenol Corporation
-1.45%
-$17,125.2 
XOM Exxon Mobil Corporation
-1.32%
-$21,293.91 
CVX Chevron Corporation
-1.23%
-$15,441.34 
SOXX iShares Semiconductor ETF
-0.91%
-$5,529.49 
ARTY iShares Future AI & Tech ETF
-0.78%
-$2,685.27 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$2,932.8 
PEP PepsiCo, Inc.
-0.69%
-$5,189.59 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.65%
-$11,327.48 
DUK Duke Energy Corporation
-0.64%
-$2,023.12 
EQT EQT Corporation
-0.57%
-$1,926.9 
AVGO Broadcom Inc.
-0.56%
-$20,173.55 
TXN Texas Instruments Inc
-0.55%
-$1,728.89 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.48%
-$3,391.5 
VGT Vanguard Information Technology ETF
-0.41%
-$11,616.51 
COST Costco Wholesale Corporation
-0.41%
-$1,464.33 
CRDO Credo Technology Group Holding Ltd.
-0.41%
-$1,014.27 
EXC Exelon Corporation
-0.28%
-$917.76 
AAPL Apple Inc.
-0.28%
-$23,909.76 
JNJ Johnson & Johnson
-0.25%
-$3,563.28 
LNG Cheniere Energy Inc.
-0.19%
-$1,387.29 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$563.53 
IFRA iShares U.S. Infrastructure
-0.18%
-$1,472.2 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$10,442.51 
META Meta Platforms Inc Class A
-0.11%
-$1,998.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$1,053.75 
VUG Vanguard Growth ETF
-0.1%
-$591.3 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$1,566.58 
ABBV AbbVie Inc.
-0.03%
-$419.86 
GVAL Cambria Global Value ETF
-0.03%
-$481.98 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$139.8 
SNOW Snowflake Inc.
0%
-$8.31 Events
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Dividends
Dividend Analysis
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| Trades 1076 | Longs Won 735/1076 68% | Profit Factor 7.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $162,567.59 |
| Average Win $57,174.96 | Best Trade (Oct 16) $2.22M | Sharpe Ratio -9.15 |
| Average Loss -$17,168.18 | Worst Trade (Oct 16) -$328,544.5 | Z-Score 14.21 (100%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $33,614.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,906 | $6.24M | $8.52M | - | $2.28M | 36.47% | -0.28% |
| ABBV AbbVie Inc. | 5,247 | $1.08M | $1.49M | - | $410,508.54 | 38.13% | -0.028% |
| ADI Analog Devices, Inc. | 1,151 | $249,576.03 | $464,946.46 | - | $215,370.43 | 86.29% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,166 | $314,036.17 | $302,068.06 | - | -$11,968.11 | -3.81% | +0.622% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,128 | $544,847 | $340,633.45 | - | -$204,213.55 | -37.48% | +0.566% |
| ALL Allstate Corporation | 1,176 | $249,316.29 | $281,769.61 | - | $32,453.32 | 13.02% | +1.452% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 20,032 | $585,854.72 | $584,533.76 | - | -$1,320.96 | -0.23% | +1.178% |
| AMD Advanced Micro Devices, Inc. | 1,605 | $289,546.65 | $902,379.12 | - | $612,832.47 | 211.65% | -1.505% |
| AMGN Amgen Inc. | 1,991 | $575,202.11 | $864,153.73 | - | $288,951.62 | 50.23% | +1.859% |
| AMP Ameriprise Financial, Inc. | 430 | $197,416.38 | $216,109.4 | - | $18,693.02 | 9.47% | +1.363% |
| AMZN Amazon.com Inc | 15,728 | $3.47M | $4.01M | - | $536,575.13 | 15.46% | +0.268% |
| ANET Arista Networks, Inc. | 1,373 | $233,245.2 | $254,801.34 | - | $21,556.14 | 9.24% | -5.035% |
| AOA iShares Core Aggressive Allocation ETF | 2,912 | $264,134.11 | $283,774.4 | - | $19,640.29 | 7.44% | +0.391% |
| APH Amphenol Corporation | 14,271 | $503,949.79 | $1.16M | - | $658,994 | 130.77% | -1.451% |
| ARTY iShares Future AI & Tech ETF | 4,711 | $235,071.23 | $343,243.46 | - | $108,172.23 | 46.02% | -0.776% |
| ASML ASML Holding N.V. New York Registry Shares | 473 | $724,510.56 | $783,969.09 | - | $59,458.53 | 8.21% | +0.451% |
| AVDV Avantis International Small Cap Value ETF | 2,911 | $274,399.64 | $312,379.41 | - | $37,979.77 | 13.84% | +0.028% |
| AVGO Broadcom Inc. | 10,507 | $2.43M | $3.62M | - | $1.18M | 48.68% | -0.555% |
| AXP American Express Company | 4,534 | $1.37M | $1.42M | - | $48,738.26 | 3.55% | +2.254% |
| BA Boeing Company | 3,710 | $749,709.2 | $700,188.3 | - | -$49,520.9 | -6.61% | +2.204% |
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FAQ
Which stocks have generated the highest profits for Jeremy Morris Finger?
The largest contributions to the portfolio's profits come from the following stocks: Amphenol Corporation - $692,277.4, Dell Technologies Inc - $605,389.97, Alphabet Inc - $311,261.87, ALPS Smith Core Plus Bond ETF - $302,277.06, and Anywhere Real Estate Inc - $249,111.46. 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: UnitedHealth Group Incorporated - $498,077.22, Constellation Energy Corporation - $211,983.83, Salesforce Inc - $193,240.28, Novo Nordisk A/S Sponsored ADR - $185,812.19, and Deckers Outdoor Corporation - $159,922.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Morris Finger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.49M earned over time. The largest contributors to dividend income include ALPS Smith Core Plus Bond ETF - $299,827.3, JPMorgan Equity Premium Income Fund - $282,900.24, iShares Core S&P 500 ETF - $179,577.58, PIMCO Multisector Bond Active ETF - $175,151.96, and WisdomTree U.S. Quality Dividend Growth Fund - $167,770.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Morris Finger's monthly returns?
Jeremy Morris Finger'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 Jeremy Morris Finger's strategy be considered aggressive or moderate?
Jeremy Morris Finger'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 Jeremy Morris Finger's strategy?
Jeremy Morris Finger'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.
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