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:
20.87%
Gain -0.47%
Monthly
0.95%
Yearly
12.05%
Drawdown
17.63%
$100.85M
Equity
Holdings
$100.85M
Investment
$84.95M
$15.68M
Profit -$385,329.26
Realized
-$216,543.68
Unrealized
$15.89M
Dividends
$3.45M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$385,329.26
Win %
72%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$385,329.26
Win %
72%
This Month
Compared to last month
Gain
0.11%
Profit
$105,753.13
Win %
72%
This Year
Compared to last year
Gain
2.04%
Profit
$2M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$241,086.49 
GOOG Alphabet Inc
+6.88%
+$19,088.07 
GOOGL Alphabet Inc
+6.73%
+$24,851.82 
APO Apollo Global Management, Inc.
+4.44%
+$15,966.6 
META Meta Platforms Inc Class A
+3.28%
+$34,033.98 
MSFT Microsoft Corp.
+3.02%
+$73,861.21 
NVDA NVIDIA Corporation
+2.93%
+$10,198.07 
VRRM Verra Mobility Corporation
+2.92%
+$1,500 
AVAL Grupo Aval Acciones y Valores S.A.
+2.52%
+$7,924.15 
CVX Chevron Corporation
+2.35%
+$6,350.6 
CSCO Cisco Systems, Inc.
+2.14%
+$12,419.73 
OXY Occidental Petroleum Corporation
+2%
+$7,964.32 
TFSL TFS Financial Corp.
+1.99%
+$42,119.4 
HCA HCA Healthcare Inc.
+1.72%
+$3,624.39 
VZ Verizon Communications Inc.
+1.52%
+$3,500 
LMT Lockheed Martin Corporation
+1.5%
+$4,962.25 
SNX TD Synnex Corporation
+1.42%
+$25,500.34 
BN Brookfield Corporation
+1.19%
+$27,739.06 
AIV Apartment Investment and Management Company
+1.13%
+$450 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,630.9 
VUG Vanguard Growth ETF
+1.1%
+$2,187.36 
CW Curtiss-Wright Corporation
+1.02%
+$2,686.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,712.4 
CMBT CMB.TECH NV
+0.94%
+$1,500 
UNP Union Pacific Corporation
+0.92%
+$3,385.57 
CNQ Canadian Natural Resources Limited
+0.85%
+$5,520 
SU Suncor Energy Inc.
+0.82%
+$4,620 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,514.79 
CAT Caterpillar Inc.
+0.7%
+$11,345.65 
SLM SLM Corporation
+0.62%
+$10,801.92 
BEP Brookfield Renewable Partners L.P.
+0.61%
+$4,385 
ET Energy Transfer L.P.
+0.59%
+$16,177.2 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$1,140.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,189.64 
DVA DaVita Inc.
+0.52%
+$4,372.64 
CTO CTO Realty Growth, Inc.
+0.46%
+$1,370 
RTX RTX Corporation
+0.39%
+$1,239.84 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$29,225.04 
AVGO Broadcom Inc.
+0.37%
+$1,317.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,979.4 
BAC Bank of America Corporation
+0.36%
+$7,101.38 
SFL SFL Corporation Ltd.
+0.33%
+$400 
RF Regions Financial Corporation
+0.32%
+$1,247.3 
AZO AutoZone Inc.
+0.32%
+$1,829.51 
JPM JPMorgan Chase & Co.
+0.27%
+$5,021.48 
VT Vanguard Total World Stock ETF
+0.26%
+$4,206.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$405.48 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$878.1 
USB U.S. Bancorp
+0.17%
+$1,326.03 
VICI Vici Properties Inc.
+0.15%
+$473.88 
CB Chubb Limited
+0.15%
+$2,824.9 
RITM Rithm Capital Corp.
+0.1%
+$467 
WMT Walmart Inc.
+0.09%
+$280.01 
LE Lands' End Inc.
+0.08%
+$211.94 
DIS The Walt Disney Company
+0.03%
+$80.43 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 CAAP
CAAP
0%
$0 
AAPL Apple Inc.
-7.35%
-$469,361.84 
CLS Celestica Inc.
-6%
-$16,031.7 
SIRI Sirius XM Holdings Inc.
-4.36%
-$9,914.4 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$35,771.34 
HR Healthcare Realty Trust Incorporated
-2.42%
-$13,162.76 
AUNA Auna S.A.
-2.31%
-$5,040 
UWMC UWM Holdings Corporation
-2.15%
-$1,880 
BUR Burford Capital Limited
-2.14%
-$8,154 
LEN Lennar Corporation
-1.67%
-$21,291.2 
AGX Argan Inc.
-1.63%
-$3,464.48 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$23,815.89 
HHH Howard Hughes Holdings Inc.
-1.46%
-$27,339.1 
CIB Bancolombia S.A.
-1.46%
-$4,795 
LADR Ladder Capital Corp.
-1.44%
-$4,052.72 
AHRT AMERICAN HEALTHCARE REIT INC
-1.42%
-$2,920 
DEA Easterly Government Properties, Inc.
-1.42%
-$3,850 
JOE The St. Joe Company
-1.32%
-$4,316 
OMF OneMain Holdings Inc.
-1.29%
-$10,089.28 
FCX Freeport-McMoRan Inc.
-1.28%
-$6,723 
F Ford Motor Company
-1.21%
-$1,800 
DEO Diageo plc Sponsored ADR
-1.12%
-$4,000 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.1%
-$8,329.97 
LOW Lowe's Companies Inc.
-1.08%
-$4,192.69 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$2,175.99 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.02%
-$6,110.17 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$4,176.03 
XOM Exxon Mobil Corporation
-0.97%
-$11,286.81 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.95%
-$1,100 
O Realty Income Corporation
-0.87%
-$9,310.56 
PS Pluralsight Inc
-0.86%
-$10,953.3 
FDUS Fidus Investment Corporation
-0.8%
-$2,251.2 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.78%
-$3,145 
ADC Agree Realty Corporation
-0.78%
-$2,347.89 
MA Mastercard Incorporated
-0.74%
-$2,698.75 
INTR Inter & Co, Inc.
-0.71%
-$600 
RIET Hoya Capital High Dividend Yield ETF
-0.62%
-$1,075.14 
ECL Ecolab Inc.
-0.61%
-$1,333.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,630.42 
COF Capital One Financial Corporation
-0.54%
-$2,700.71 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$1,196.16 
IWM iShares Russell 2000 ETF
-0.47%
-$1,006.35 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$9,098 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$2,046.16 
QSR Restaurant Brands International Inc.
-0.43%
-$961.61 
BNL Broadstone Net Lease Inc.
-0.42%
-$873 
HD The Home Depot, Inc.
-0.42%
-$2,517.33 
MELI MercadoLibre, Inc.
-0.41%
-$1,089.2 
FDX FedEx Corporation
-0.37%
-$1,782.5 
ARCC Ares Capital Corporation
-0.37%
-$869.4 
OBDC Blue Owl Capital Corporation
-0.37%
-$514.2 
DG Dollar General Corporation
-0.35%
-$5,604.71 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$2,565.6 
TFC Truist Financial Corporation
-0.33%
-$1,119.1 
ABEV Ambev S.A.
-0.32%
-$1,655 
MTB M&T Bank Corporation
-0.29%
-$1,305 
VTV Vanguard Value ETF
-0.27%
-$1,131.6 
BXSL Blackstone Secured Lending Fund
-0.26%
-$1,128.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,361.88 
FLG Flagstar Bank, National Association
-0.21%
-$1,242 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,580.64 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,846.07 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$2,270.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$751.44 
BME BlackRock Health Sciences Opportunities Portfolio
-0.09%
-$216 
V Visa Inc. Class A
-0.04%
-$1,123.84 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
-0.03%
-$94.52 
UBER Uber Technologies, Inc.
-0.01%
-$260.86 Events
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Dividends
Dividend Analysis
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| Trades 590 | Longs Won 395/590 66% | Profit Factor 4.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $125,320.97 |
| Average Win $51,819.66 | Best Trade (Aug 14) $1.57M | Sharpe Ratio -10.25 |
| Average Loss -$24,563.81 | Worst Trade (Mar 30) -$1.43M | Z-Score 9.26 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $26,572.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,142 | $4.77M | $5.91M | - | $1.14M | 23.91% | -7.354% |
| ABEV Ambev S.A. | 165,500 | $332,575 | $514,705 | - | $182,130 | 54.76% | -0.321% |
| ADC Agree Realty Corporation | 3,849 | $272,911.77 | $299,452.2 | - | $26,540.43 | 9.72% | -0.778% |
| AGX Argan Inc. | 367 | $199,804.64 | $209,347.81 | - | $9,543.17 | 4.78% | -1.628% |
| AHRT AMERICAN HEALTHCARE REIT INC | 29,200 | $207,518 | $203,232 | - | -$4,286 | -2.07% | -1.416% |
| AIV Apartment Investment and Management Company | 15,000 | $89,100 | $40,350 | - | -$48,750 | -54.71% | +1.128% |
| AMZN Amazon.com Inc | 6,682 | $1.46M | $1.81M | - | $358,979.54 | 24.66% | +15.321% |
| APO Apollo Global Management, Inc. | 2,990 | $481,600.61 | $375,514.1 | - | -$106,086.51 | -22.03% | +4.441% |
| ARCC Ares Capital Corporation | 12,420 | $268,013.98 | $232,999.2 | - | -$35,014.78 | -13.06% | -0.372% |
| AUNA Auna S.A. | 42,000 | $234,280 | $212,940 | - | -$21,340 | -9.11% | -2.312% |
| AVAL Grupo Aval Acciones y Valores S.A. | 60,955 | $200,992 | $321,842.4 | - | $120,850.4 | 60.13% | +2.524% |
| AVGO Broadcom Inc. | 915 | $252,220.21 | $356,191.2 | - | $103,970.99 | 41.22% | +0.371% |
| AZO AutoZone Inc. | 189 | $605,178 | $570,071.25 | - | -$35,106.75 | -5.8% | +0.322% |
| BAC Bank of America Corporation | 32,279 | $1.43M | $2M | - | $571,393.99 | 40.01% | +0.356% |
| BEP Brookfield Renewable Partners L.P. | 21,925 | $499,356 | $720,455.5 | - | $221,099.5 | 44.28% | +0.612% |
| BIP Brookfield Infrastructure Partners L.P. | 37,803 | $1.2M | $1.58M | - | $377,501.91 | 31.43% | -1.486% |
| BME BlackRock Health Sciences Opportunities Portfolio | 5,400 | $201,042 | $234,846 | - | $33,804 | 16.81% | -0.092% |
| BN Brookfield Corporation | 55,478 | $2.05M | $2.36M | - | $308,976.88 | 15.07% | +1.19% |
| BNL Broadstone Net Lease Inc. | 9,700 | $200,496 | $207,677 | - | $7,181 | 3.58% | -0.419% |
| BRK-A Berkshire Hathaway Inc. | 4 | $2.72M | $3.07M | - | $342,720 | 12.58% | +0.21% |
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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 Jackson Calvin?
The largest contributions to the portfolio's profits come from the following stocks: TD Synnex Corporation - $376,303.38, Energy Transfer L.P - $312,011.03, Janus Henderson Group plc - $262,044.54, Alibaba Group Holding Limited SP ADR - $260,187.76, and RTX Corporation - $215,014.84. 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: Pinnacle Financial Partners Inc - $1.25M, Hertz Global Holdings, Inc - $168,895.75, Nike, Inc. - Class B - $104,499.71, NVIDIA Corporation - $92,262.89, and Sirius XM Holdings Inc - $59,203.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jackson Calvin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.45M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $314,835.63, TFS Financial Corp - $194,797.32, Pinnacle Financial Partners Inc - $185,107.14, Enterprise Products Partners L.P - $130,587.47, and Brookfield Infrastructure Partners L.P - $99,291.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jackson Calvin's monthly returns?
Jackson Calvin'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 Jackson Calvin's strategy be considered aggressive or moderate?
Jackson Calvin'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 Jackson Calvin's strategy?
Jackson Calvin'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.
