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:
19.09%
Gain +0.47%
Monthly
0.81%
Yearly
10.24%
Drawdown
17.63%
$99.59M
Equity
Holdings
$99.59M
Investment
$84.95M
$14.41M
Profit +$400,321.84
Realized
-$221,979.68
Unrealized
$14.64M
Dividends
$3.8M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$400,321.84
Win %
62%
This Week
Compared To Last Week
Gain
0.26%
Profit
$257,058.99
Win %
62%
This Month
Compared to last month
Gain
2.02%
Profit
$1.97M
Win %
62%
This Year
Compared to last year
Gain
0.76%
Profit
$737,717.84
Win %
65%
UWMC UWM Holdings Corporation
+13.86%
+$6,580 
LADR Ladder Capital Corp.
+4.65%
+$11,868.68 
UBER Uber Technologies, Inc.
+2.86%
+$51,650.28 
OBDC Blue Owl Capital Corporation
+2.48%
+$3,213.75 
TSLX Sixth Street Specialty Lending Inc.
+2.33%
+$10,230.8 
WTM White Mountains Insurance Group Ltd.
+2.18%
+$9,143.99 
OMF OneMain Holdings Inc.
+2.1%
+$14,149.6 
APO Apollo Global Management, Inc.
+2.06%
+$6,877 
RF Regions Financial Corporation
+1.79%
+$6,111.77 
DEO Diageo plc Sponsored ADR
+1.74%
+$6,440 
SU Suncor Energy Inc.
+1.72%
+$10,920 
PNFP Pinnacle Financial Partners Inc.
+1.66%
+$115,401.44 
USB U.S. Bancorp
+1.59%
+$10,970.05 
CVX Chevron Corporation
+1.57%
+$4,826.16 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$11,887.76 
ADC Agree Realty Corporation
+1.49%
+$3,772.02 
COF Capital One Financial Corporation
+1.41%
+$6,715.9 
TFC Truist Financial Corporation
+1.39%
+$4,246.03 
XOM Exxon Mobil Corporation
+1.36%
+$17,483.56 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.32%
+$9,727.92 
F Ford Motor Company
+1.3%
+$1,600 
AAPL Apple Inc.
+1.26%
+$82,406.31 
QSR Restaurant Brands International Inc.
+1.25%
+$2,779.62 
SFL SFL Corporation Ltd.
+1.23%
+$1,550 
SLM SLM Corporation
+1.17%
+$17,553.12 
JPM JPMorgan Chase & Co.
+1.15%
+$20,566.7 
AZO AutoZone Inc.
+1.11%
+$6,416.55 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
+1.04%
+$3,150 
LMT Lockheed Martin Corporation
+1.02%
+$3,133.74 
VZ Verizon Communications Inc.
+0.98%
+$2,175 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
+0.96%
+$6,160 
FLG Flagstar Bank, National Association
+0.93%
+$4,347 
TFSL TFS Financial Corp.
+0.93%
+$17,549.7 
BN Brookfield Corporation
+0.87%
+$17,752.96 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.82%
+$9,158.33 
DG Dollar General Corporation
+0.81%
+$13,575.95 
ET Energy Transfer L.P.
+0.81%
+$21,569.6 
MELI MercadoLibre, Inc.
+0.77%
+$2,007.6 
AUNA Auna S.A.
+0.76%
+$1,680 
PS Pluralsight Inc
+0.74%
+$13,030.65 
V Visa Inc. Class A
+0.74%
+$23,682.6 
WMT Walmart Inc.
+0.73%
+$2,408 
RITM Rithm Capital Corp.
+0.69%
+$2,802 
HHH Howard Hughes Holdings Inc.
+0.69%
+$13,813.44 
CTO CTO Realty Growth, Inc.
+0.68%
+$1,918 
VRRM Verra Mobility Corporation
+0.68%
+$200 
JOE The St. Joe Company
+0.67%
+$2,366 
SCHY Schwab International Dividend Equity ETF
+0.66%
+$1,607.34 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+0.65%
+$3,589.4 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$14,071.2 
MSFT Microsoft Corp.
+0.62%
+$18,221.28 
MTB M&T Bank Corporation
+0.62%
+$2,481.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$3,073.38 
DIS The Walt Disney Company
+0.61%
+$1,823.08 
ABEV Ambev S.A.
+0.61%
+$3,310 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$2,943.14 
AIV Apartment Investment and Management Company
+0.59%
+$150 
SIRI Sirius XM Holdings Inc.
+0.59%
+$1,175.04 
MA Mastercard Incorporated
+0.57%
+$2,238.37 
HCA HCA Healthcare Inc.
+0.56%
+$1,401.79 
INTR Inter & Co, Inc.
+0.52%
+$525 
SPHQ Invesco S&P 500 Quality ETF
+0.5%
+$9,552.9 
BNL Broadstone Net Lease Inc.
+0.5%
+$873 
LOW Lowe's Companies Inc.
+0.46%
+$1,662.3 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.43%
+$450 
ARCC Ares Capital Corporation
+0.42%
+$993.6 
ECL Ecolab Inc.
+0.37%
+$850.2 
EPD Enterprise Products Partners L.P.
+0.36%
+$3,428.36 
VTV Vanguard Value ETF
+0.33%
+$1,400.14 
FDX FedEx Corporation
+0.31%
+$1,426 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$1,967.16 
RIET Hoya Capital High Dividend Yield ETF
+0.3%
+$447.98 
BAC Bank of America Corporation
+0.29%
+$4,841.85 
UNP Union Pacific Corporation
+0.28%
+$1,027.09 
RTX RTX Corporation
+0.26%
+$708.48 
CNQ Canadian Natural Resources Limited
+0.25%
+$1,794 
OXY Occidental Petroleum Corporation
+0.23%
+$995.54 
BXSL Blackstone Secured Lending Fund
+0.21%
+$940.2 
VNQ Vanguard Real Estate ETF
+0.2%
+$1,210.14 
VT Vanguard Total World Stock ETF
+0.18%
+$2,975.4 
VICI Vici Properties Inc.
+0.17%
+$473.88 
AHRT AMERICAN HEALTHCARE REIT INC
+0.17%
+$292 
HD The Home Depot, Inc.
+0.16%
+$905.52 
FDUS Fidus Investment Corporation
+0.15%
+$422.1 
O Realty Income Corporation
+0.15%
+$1,413.21 
CB Chubb Limited
+0.14%
+$2,611.65 
META Meta Platforms Inc Class A
+0.13%
+$1,809.56 
EUSA iShares MSCI USA Equal Weighted ETF
+0.11%
+$1,405.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$1,480.92 
VOO Vanguard S&P 500 ETF
+0.09%
+$1,138.82 
FCX Freeport-McMoRan Inc.
+0.07%
+$415.02 
VOT Vanguard Mid-Cap Growth ETF
+0.03%
+$65.4 
CSCO Cisco Systems, Inc.
+0.03%
+$153.33 
IWM iShares Russell 2000 ETF
+0.03%
+$50.69 
AMZN Amazon.com Inc
+0.01%
+$167.12 
BUR Burford Capital Limited
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 CAAP
CAAP
0%
$0 
SNX TD Synnex Corporation
-3.27%
-$61,400.33 
CLS Celestica Inc.
-2.37%
-$5,669.84 
LE Lands' End Inc.
-2.14%
-$4,662.68 
AVGO Broadcom Inc.
-1.98%
-$6,231.14 
AGX Argan Inc.
-1.95%
-$2,627.72 
CIB Bancolombia S.A.
-1.72%
-$5,880 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-1.07%
-$4,625 
AVAL Grupo Aval Acciones y Valores S.A.
-0.82%
-$2,438.2 
CMBT CMB.TECH NV
-0.72%
-$1,300 
DEA Easterly Government Properties, Inc.
-0.63%
-$1,540 
EDV Vanguard Extended Duration Treasury ETF
-0.55%
-$1,071 
NVDA NVIDIA Corporation
-0.43%
-$1,660.98 
VWO Vanguard FTSE Emerging Markets ETF
-0.42%
-$2,103.75 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.41%
-$819.95 
CAT Caterpillar Inc.
-0.28%
-$4,122.08 
CW Curtiss-Wright Corporation
-0.27%
-$501.42 
GOOGL Alphabet Inc
-0.17%
-$652.54 
DVA DaVita Inc.
-0.11%
-$746.55 
BIP Brookfield Infrastructure Partners L.P.
-0.11%
-$1,512.12 
BEP Brookfield Renewable Partners L.P.
-0.09%
-$548.12 
GOOG Alphabet Inc
-0.07%
-$207.75 
BME BlackRock Health Sciences Opportunities Portfolio
-0.07%
-$162 
VUG Vanguard Growth ETF
-0.03%
-$70.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$95.55 
LEN Lennar Corporation
-0.01%
-$152.08 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$396.04 Events
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Dividends
Dividend Analysis
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| Trades 590 | Longs Won 364/590 61% | Profit Factor 3.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132,139.89 |
| Average Win $55,061.56 | Best Trade (Oct 16) $1.79M | Sharpe Ratio -134.71 |
| Average Loss -$24,874.49 | Worst Trade (Mar 30) -$1.43M | Z-Score 3.19 (99.86%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $24,430.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,000 | 3,600 | 3,200 | 2,800 | 2,400 | 2,000 | 1,600 | 1,200 | 800 | 400 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,142 | $4.77M | $6.63M | - | $1.86M | 38.91% | +1.259% |
| ABEV Ambev S.A. | 165,500 | $332,575 | $542,840 | - | $210,265 | 63.22% | +0.613% |
| ADC Agree Realty Corporation | 3,849 | $272,911.77 | $256,189.44 | - | -$16,722.33 | -6.13% | +1.494% |
| AGX Argan Inc. | 367 | $199,804.64 | $132,120 | - | -$67,684.64 | -33.88% | -1.95% |
| AHRT AMERICAN HEALTHCARE REIT INC | 29,200 | $207,518 | $174,616 | - | -$32,902 | -15.86% | +0.168% |
| AIV Apartment Investment and Management Company | 15,000 | $89,100 | $25,350 | - | -$63,750 | -71.55% | +0.595% |
| AMZN Amazon.com Inc | 6,682 | $1.46M | $1.7M | - | $246,755.42 | 16.95% | +0.01% |
| APO Apollo Global Management, Inc. | 2,990 | $481,600.61 | $341,368.3 | - | -$140,232.31 | -29.12% | +2.056% |
| ARCC Ares Capital Corporation | 12,420 | $268,013.98 | $235,980 | - | -$32,033.98 | -11.95% | +0.423% |
| AUNA Auna S.A. | 42,000 | $234,280 | $224,280 | - | -$10,000 | -4.27% | +0.755% |
| AVAL Grupo Aval Acciones y Valores S.A. | 60,955 | $200,992 | $296,241.3 | - | $95,249.3 | 47.39% | -0.816% |
| AVGO Broadcom Inc. | 915 | $252,220.21 | $308,830.8 | - | $56,610.59 | 22.44% | -1.978% |
| AZO AutoZone Inc. | 189 | $605,178 | $584,684.73 | - | -$20,493.27 | -3.39% | +1.11% |
| BAC Bank of America Corporation | 32,279 | $1.43M | $1.67M | - | $245,376.09 | 17.18% | +0.29% |
| BEP Brookfield Renewable Partners L.P. | 21,925 | $499,356 | $627,603.12 | - | $128,247.12 | 25.68% | -0.087% |
| BIP Brookfield Infrastructure Partners L.P. | 37,803 | $1.2M | $1.41M | - | $206,254.32 | 17.17% | -0.107% |
| BME BlackRock Health Sciences Opportunities Portfolio | 5,400 | $201,042 | $241,326 | - | $40,284 | 20.04% | -0.067% |
| BN Brookfield Corporation | 55,478 | $2.05M | $2.06M | - | $9,395.68 | 0.46% | +0.869% |
| BNL Broadstone Net Lease Inc. | 9,700 | $200,496 | $176,928 | - | -$23,568 | -11.75% | +0.496% |
| BRK-A Berkshire Hathaway Inc. | 4 | $2.72M | $3.16M | - | $434,264 | 15.94% | -0.013% |
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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 TFS Financial Corp - $231,944.19. 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 - $91,816.39, 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 $3.8M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $314,835.63, TFS Financial Corp - $231,944.19, Pinnacle Financial Partners Inc - $185,107.14, Enterprise Products Partners L.P - $130,587.47, and Brookfield Infrastructure Partners L.P - $116,491.98. 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 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 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.
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