JC
Jackson Calvin Portfolio
Invests via Sage Investment Counsel LLC | Managed by Dirk Calvin, Jackson Calvin
Invests via Sage Investment Counsel LLC
Managed by Dirk Calvin, Jackson Calvin
Automatically Tracked
Growth-stage investor and operator focused on SaaS, fintech and marketplace businesses. Jackson Calvin combines startup founding and senior operating experience with a venture/growth equity investing background, frequently leading Series A–C rounds and serving on portfolio boards. Known for scaling go-to-market functions, optimizing unit economics and advising on exits and M&A. Active in cross-border deal sourcing and LP capital formation; background includes engineering undergraduate study and graduate-level business training.
Growth-stage investor and operator focused on SaaS, fintech and marketplace businesses. Jackson Calvin combines startup founding and senior operating experience with a venture/growth equity investing background, frequently leading Series A–C rounds and serving on portfolio boards. Known for scaling go-to-market functions, optimizing unit economics and advising on exits and M&A. Active in cross-border deal sourcing and LP capital formation; background includes engineering undergraduate study and graduate-level business training.
Investment Philosophy & Strategy
Combines operator-first sensibility with growth-stage capital discipline, targeting SaaS, fintech and marketplace companies at Series A–C. Prioritizes scalable go-to-market playbooks, unit-economics improvement, and repeatable revenue models. Deploys capital alongside hands-on board-level partnership, emphasizing measurable KPIs, unit margin expansion, and exit optionality via M&A or strategic sale. Focuses on cross-border opportunities and founder-aligned structures with multi-year growth horizons and pragmatic risk controls.
Combines operator-first sensibility with growth-stage capital discipline, targeting SaaS, fintech and marketplace companies at Series A–C. Prioritizes scalable go-to-market playbooks, unit-economics improvement, and repeatable revenue models. Deploys capital alongside hands-on board-level partnership, emphasizing measurable KPIs, unit margin expansion, and exit optionality via M&A or strategic sale. Focuses on cross-border opportunities and founder-aligned structures with multi-year growth horizons and pragmatic risk controls.
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:
-1.04%
Gain
Monthly
-0.06%
Yearly
-0.68%
Drawdown
17.42%
$97.83M
Equity
Holdings
$97.83M
Investment
$82.51M
$14.52M
Profit -$327,924
Realized
-$793,731.73
Unrealized
$15.31M
Dividends
$3.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$327,924
Win %
71%
This Week
Compared To Last Week
Gain
0.47%
Profit
$456,448.16
Win %
71%
This Month
Compared to last month
Gain
1.43%
Profit
$1.38M
Win %
71%
This Year
Compared to last year
Gain
10.39%
Profit
$9.21M
Win %
72%
CB Chubb Limited
+2.92%
+$53,847.9 
SU Suncor Energy Inc.
+2.11%
+$11,008 
CSCO Cisco Systems, Inc.
+1.88%
+$12,141.64 
LMT Lockheed Martin Corporation
+1.71%
+$5,054.25 
WTM White Mountains Insurance Group Ltd.
+1.69%
+$7,425 
RTX RTX Corporation
+1.57%
+$4,516.56 
VZ Verizon Communications Inc.
+1.37%
+$3,000 
XOM Exxon Mobil Corporation
+1.32%
+$14,237.61 
BRK-A Berkshire Hathaway Inc.
+1.32%
+$39,000 
CVX Chevron Corporation
+1.26%
+$3,257.27 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.11%
+$4,181 
O Realty Income Corporation
+1.1%
+$12,043.7 
OXY Occidental Petroleum Corporation
+1.1%
+$4,446.51 
WMT Walmart Inc.
+1.04%
+$3,447.84 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$21,986.25 
F Ford Motor Company
+1.02%
+$1,450 
UNP Union Pacific Corporation
+0.97%
+$3,815.61 
CNQ Canadian Natural Resources Limited
+0.96%
+$5,658 
ADC Agree Realty Corporation
+0.92%
+$3,010.32 
VNQ Vanguard Real Estate ETF
+0.89%
+$6,046.62 
JPM JPMorgan Chase & Co.
+0.78%
+$14,263.19 
ET Energy Transfer L.P.
+0.77%
+$20,895.4 
TFC Truist Financial Corporation
+0.73%
+$2,562.3 
DVA DaVita Inc.
+0.68%
+$5,688 
BAC Bank of America Corporation
+0.63%
+$12,589.98 
DG Dollar General Corporation
+0.61%
+$8,766.45 
LE Lands' End Inc.
+0.51%
+$820.68 
HR Healthcare Realty Trust Incorporated
+0.49%
+$2,652.51 
USB U.S. Bancorp
+0.46%
+$3,553.28 
CTO CTO Realty Growth, Inc.
+0.45%
+$1,370 
ECL Ecolab Inc.
+0.44%
+$951.6 
EPD Enterprise Products Partners L.P.
+0.41%
+$4,079.29 
VTV Vanguard Value ETF
+0.4%
+$1,642.96 
DEA Easterly Government Properties, Inc.
+0.39%
+$1,000 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$1,869.99 
AHRT AMERICAN HEALTHCARE REIT INC
+0.36%
+$495 
SCHY Schwab International Dividend Equity ETF
+0.35%
+$856.63 
QSR Restaurant Brands International Inc.
+0.31%
+$687.6 
BME BlackRock Health Sciences Opportunities Portfolio
+0.26%
+$594 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.25%
+$1,876.83 
HD The Home Depot, Inc.
+0.22%
+$1,434.42 
STZ Constellation Brands, Inc.
+0.22%
+$1,831.8 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.17%
+$200 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$769.6 
BEP Brookfield Renewable Partners L.P.
+0.16%
+$1,096.25 
BIP Brookfield Infrastructure Partners L.P.
+0.06%
+$945.08 
ABEV Ambev S.A.
0%
$0 
CAAP
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EURN Euronav NV
0%
$0 
LAC
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
META Meta Platforms Inc Class A
-5.7%
-$28,106.99 
AGX Argan Inc.
-3.59%
-$7,918.95 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.57%
-$51,124.15 
CLS Celestica Inc.
-3.21%
-$7,382.92 
SB Safe Bulkers Inc.
-3.07%
-$5,353.5 
UBER Uber Technologies, Inc.
-2.95%
-$55,370.08 
SFL SFL Corporation Ltd.
-2.79%
-$3,150 
HTZ Hertz Global Holdings, Inc.
-2.73%
-$4,933.19 
GOOGL Alphabet Inc
-2.54%
-$9,959.54 
GOOG Alphabet Inc
-2.48%
-$7,304.5 
MSFT Microsoft Corp.
-2.36%
-$30,075.74 
BUR Burford Capital Limited
-2.32%
-$4,180 
BABA Alibaba Group Holding Limited SP ADR
-2.29%
-$6,980.55 
SMRT Smartrent Inc.
-2.23%
-$321 
NVDA NVIDIA Corporation
-2.08%
-$7,689.04 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$9,899.02 
APO Apollo Global Management, Inc.
-1.91%
-$7,056.4 
V Visa Inc. Class A
-1.83%
-$47,003.49 
FLG Flagstar Bank, National Association
-1.79%
-$11,385 
OMF OneMain Holdings Inc.
-1.68%
-$12,673.12 
LYG Lloyds Banking Group Plc ADR
-1.57%
-$1,776.5 
MA Mastercard Incorporated
-1.57%
-$5,499.1 
COF Capital One Financial Corporation
-1.55%
-$8,003.2 
AVGO Broadcom Inc.
-1.47%
-$5,444.99 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.43%
-$4,914.85 
HCA HCA Healthcare Inc.
-1.42%
-$2,910.05 
BN Brookfield Corporation
-1.35%
-$33,244.8 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.34%
-$8,274.8 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.31%
-$9,870 
LEN Lennar Corporation
-1.28%
-$15,998.43 
DIS The Walt Disney Company
-1.23%
-$3,284.22 
LADR Ladder Capital Corp.
-1.23%
-$3,618.5 
OBDC Blue Owl Capital Corporation
-1.12%
-$1,606.87 
CIB Bancolombia S.A.
-1.08%
-$3,010 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$6,772.11 
WHR Whirlpool Corporation
-0.99%
-$4,017.94 
SPHQ Invesco S&P 500 Quality ETF
-0.99%
-$18,830.83 
PNFP Pinnacle Financial Partners Inc.
-0.92%
-$70,811.68 
AIV Apartment Investment and Management Company
-0.9%
-$375 
DEO Diageo plc Sponsored ADR
-0.85%
-$2,682.5 
RITM Rithm Capital Corp.
-0.85%
-$3,736 
VT Vanguard Total World Stock ETF
-0.84%
-$13,487.95 
FDUS Fidus Investment Corporation
-0.82%
-$2,221.9 
VOO Vanguard S&P 500 ETF
-0.78%
-$9,445.86 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$9,961.03 
RF Regions Financial Corporation
-0.68%
-$2,738.12 
FCX Freeport-McMoRan Inc.
-0.63%
-$3,071 
FIP FTAI Infrastructure Inc.
-0.59%
-$375 
HHH Howard Hughes Holdings Inc.
-0.55%
-$10,729.39 
TFSL TFS Financial Corp.
-0.54%
-$11,692.1 
BXSL Blackstone Secured Lending Fund
-0.54%
-$2,444.13 
MTB M&T Bank Corporation
-0.54%
-$2,499.7 
UWMC UWM Holdings Corporation
-0.49%
-$170 
TSLX Sixth Street Specialty Lending Inc.
-0.45%
-$2,046.16 
AMZN Amazon.com Inc
-0.44%
-$7,279.02 
LOW Lowe's Companies Inc.
-0.38%
-$1,542.42 
IWM iShares Russell 2000 ETF
-0.35%
-$856.79 
SNX TD Synnex Corporation
-0.31%
-$6,783 
AVAL Grupo Aval Acciones y Valores S.A.
-0.3%
-$914.33 
AUNA Auna S.A.
-0.29%
-$405 
BEPC Brookfield Renewable Corporation
-0.28%
-$492.1 
VICI Vici Properties Inc.
-0.28%
-$888.52 
FDX FedEx Corporation
-0.27%
-$1,340.58 
EUSA iShares MSCI USA Equal Weighted ETF
-0.2%
-$2,522.72 
SLM SLM Corporation
-0.15%
-$2,230.45 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$1,083.39 
JOE The St. Joe Company
-0.13%
-$416 
CW Curtiss-Wright Corporation
-0.13%
-$358.68 
RIET Hoya Capital High Dividend Yield ETF
-0.07%
-$115.93 
AAPL Apple Inc.
-0.06%
-$3,653.13 
CAT Caterpillar Inc.
-0.05%
-$942.82 
JHG Janus Henderson Group plc
-0.04%
-$160.3 
ARCC Ares Capital Corporation
-0.03%
-$62.1 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
-0.01%
-$15 
AZO AutoZone Inc.
0%
-$14.88 Events
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Dividends
Dividend Analysis
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| Trades 510 | Longs Won 323/510 63% | Profit Factor 4.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $143,616.07 |
| Average Win $59,763.65 | Best Trade (Jul 17) $1.55M | Sharpe Ratio -10.79 |
| Average Loss -$25,584.73 | Worst Trade (Mar 30) -$1.43M | Z-Score 5.88 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $28,469.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,817 | 3,435 | 3,053 | 2,672 | 2,290 | 1,908 | 1,527 | 1,145 | 763 | 382 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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