JR
Jay Richards Portfolio
Invests via Investment Advisory Group LLC | Managed by Jay Richards, George McCall
Invests via Investment Advisory Group LLC
Managed by Jay Richards, George McCall
Automatically Tracked
Jay Richards Profile
With a robust background in technology-driven businesses, Jay Richards has established himself as a pivotal figure in the entrepreneurial landscape. Known for his role as an innovative founder, he has been instrumental in launching ventures that harness emerging technologies to meet market demands. His experience spans across multiple sectors, allowing him to adeptly navigate challenges and leverage opportunities within rapidly evolving environments. By fostering collaboration among teams and stakeholders, he drives impactful initiatives that enhance growth trajectories. This blend of visionary thinking and operational expertise positions him as a significant contributor to contemporary business dynamics.
With a robust background in technology-driven businesses, Jay Richards has established himself as a pivotal figure in the entrepreneurial landscape. Known for his role as an innovative founder, he has been instrumental in launching ventures that harness emerging technologies to meet market demands. His experience spans across multiple sectors, allowing him to adeptly navigate challenges and leverage opportunities within rapidly evolving environments. By fostering collaboration among teams and stakeholders, he drives impactful initiatives that enhance growth trajectories. This blend of visionary thinking and operational expertise positions him as a significant contributor to contemporary business dynamics.
Investment Philosophy & Strategy
In the realm of entrepreneurial ventures, technology serves as both a catalyst and an arena for innovation. Jay Richards exemplifies this by leveraging his extensive experience to identify and capitalize on emerging trends within diverse markets. His ability to foster collaboration among multi-disciplinary teams enhances operational efficiency, enabling businesses to rapidly adapt and grow in competitive landscapes. By maintaining a focus on scalable solutions, he effectively aligns resources with strategic opportunities, driving initiatives that promise substantial market impact. This forward-thinking mindset not only fuels growth but also positions his endeavors at the forefront of industry evolution.
In the realm of entrepreneurial ventures, technology serves as both a catalyst and an arena for innovation. Jay Richards exemplifies this by leveraging his extensive experience to identify and capitalize on emerging trends within diverse markets. His ability to foster collaboration among multi-disciplinary teams enhances operational efficiency, enabling businesses to rapidly adapt and grow in competitive landscapes. By maintaining a focus on scalable solutions, he effectively aligns resources with strategic opportunities, driving initiatives that promise substantial market impact. This forward-thinking mindset not only fuels growth but also positions his endeavors at the forefront of industry evolution.
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:
38.87%
Gain +0.41%
Monthly
0.46%
Yearly
5.61%
Drawdown
14.65%
$435.53M
Equity
Holdings
$435.53M
Investment
$322.87M
$112.54M
Profit +$2.08M
Realized
-$122,503.35
Unrealized
$112.66M
Dividends
$20.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$2.08M
Win %
83%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$2.54M
Win %
83%
This Month
Compared to last month
Gain
-0.78%
Profit
-$3.43M
Win %
83%
This Year
Compared to last year
Gain
5.7%
Profit
$24.54M
Win %
83%
INTC Intel Corporation
+6.48%
+$42,652.66 
AMD Advanced Micro Devices, Inc.
+4.75%
+$44,159.1 
TPL Texas Pacific Land Corporation
+2.55%
+$28,754.27 
T AT&T Inc.
+2.48%
+$10,572.36 
VZ Verizon Communications Inc.
+2.46%
+$12,244.16 
JPM JPMorgan Chase & Co.
+2.3%
+$29,328.97 
AXP American Express Company
+2.18%
+$6,602.51 
SYK Stryker Corporation
+2.11%
+$4,418.63 
PM Philip Morris International Inc.
+2.01%
+$4,428.6 
TSLA Tesla, Inc.
+1.88%
+$42,178.16 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$15,311.58 
WELL Welltower Inc.
+1.66%
+$16,859.5 
WFC Wells Fargo & Company
+1.64%
+$5,232.6 
STT State Street Corp
+1.63%
+$8,176.68 
LIN Linde plc
+1.58%
+$6,382.05 
BAC Bank of America Corporation
+1.52%
+$8,028.72 
CAT Caterpillar Inc.
+1.48%
+$4,435.56 
XLF Financial Select Sector SPDR Fund
+1.39%
+$12,086.61 
IYF iShares U.S. Financials ETF
+1.37%
+$4,873.41 
ADI Analog Devices, Inc.
+1.35%
+$4,004.83 
O Realty Income Corporation
+1.32%
+$18,753.97 
PWB Invesco Large Cap Growth ETF
+1.32%
+$4,784.01 
ABBV AbbVie Inc.
+1.3%
+$14,158.16 
DVY iShares Select Dividend ETF
+1.2%
+$24,118.52 
LRCX Lam Research Corporation
+1.19%
+$4,845.28 
IWN iShares Russell 2000 Value ETF
+1.17%
+$5,067.59 
PLD Prologis Inc.
+1.06%
+$11,461.32 
JNJ Johnson & Johnson
+1.05%
+$11,300 
FELV Fidelity Enhanced Large Cap Value ETF
+1.04%
+$14,670.62 
V Visa Inc. Class A
+1.03%
+$3,028.77 
IWD iShares Russell 1000 Value ETF
+1.02%
+$13,623.54 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$39,997.6 
IJR iShares Core S&P Small-Cap ETF
+1%
+$162,694.81 
VO Vanguard Mid-Cap ETF
+0.97%
+$12,193.67 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$3,873.87 
VNQ Vanguard Real Estate ETF
+0.95%
+$20,929.05 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$6,928.86 
VTV Vanguard Value ETF
+0.94%
+$84,100.19 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$48,605.04 
IYR iShares U.S. Real Estate ETF
+0.91%
+$4,013.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,340.33 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$28,467.27 
NBBK NB Bancorp Inc.
+0.88%
+$3,600 
FTNT Fortinet Inc.
+0.88%
+$6,445.26 
HDV iShares Core High Dividend ETF
+0.87%
+$21,105.6 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.86%
+$1,941.66 
FLV American Century Focused Large Cap Value ETF
+0.85%
+$2,115.44 
PG Procter & Gamble Co
+0.85%
+$24,345.74 
SDY SPDR S&P Dividend ETF
+0.82%
+$5,508.1 
GE General Electric Company
+0.81%
+$2,748.59 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$3,466.24 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$239,587.24 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$3,839.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$8,711.06 
SLV iShares Silver Trust
+0.77%
+$3,775.98 
XLE Energy Select Sector SPDR Fund
+0.77%
+$2,258.08 
CVX Chevron Corporation
+0.75%
+$2,848.98 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$1,949.22 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$45,474.91 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$48,669.61 
HD The Home Depot, Inc.
+0.73%
+$1,742.3 
VB Vanguard Small-Cap ETF
+0.73%
+$25,408.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$18,221.44 
VALQ American Century U.S. Quality Value ETF
+0.72%
+$1,800 
MO Altria Group, Inc.
+0.72%
+$3,424.75 
COST Costco Wholesale Corporation
+0.72%
+$3,746.64 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$29,212.02 
MA Mastercard Incorporated
+0.7%
+$1,772.96 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$7,231.35 
AVUS Avantis U.S. Equity ETF
+0.69%
+$2,179.35 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$12,776.94 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$181,095.6 
CGDV Capital Group Dividend Value ETF
+0.68%
+$19,776.57 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$2,491.35 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$4,943.04 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,243.45 
IYW iShares U.S. Technology ETF
+0.62%
+$13,281.67 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$28,667.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$2,743.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$49,477 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,282.5 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$6,761.76 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$12,836.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$32,034.09 
IHY VanEck International High Yield Bond ETF
+0.6%
+$2,100.8 
DCOR Dimensional US Core Equity 1 ETF
+0.59%
+$28,288.8 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$2,938.8 
FDVV Fidelity High Dividend ETF
+0.59%
+$3,295.08 
DFIV Dimensional International Value ETF
+0.58%
+$14,546.35 
IVV iShares Core S&P 500 ETF
+0.58%
+$104,008.69 
VOO Vanguard S&P 500 ETF
+0.58%
+$27,250.76 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$10,794.93 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$1,557.68 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$35,475.09 
GOOGL Alphabet Inc
+0.56%
+$13,122.07 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$88,447.92 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$32,034.96 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$5,965.19 
FELC Fidelity Enhanced Large Cap Core ETF
+0.51%
+$1,479.87 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,896.96 
DFAW Dimensional World Equity ETF
+0.48%
+$1,648.73 
GOOG Alphabet Inc
+0.46%
+$12,906.8 
IXUS iShares Core International Stock ETF
+0.46%
+$3,497.12 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$4,211.13 
WMT Walmart Inc.
+0.45%
+$3,335.95 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$27,124.37 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$27,294.88 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$1,166.6 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$6,922.77 
ES Eversource Energy
+0.41%
+$834.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$49,089.15 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$5,538.06 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,579.19 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$2,679.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$7,970.16 
GD General Dynamics Corporation
+0.38%
+$849.15 
IUSG iShares Core S&P U.S. Growth ETF
+0.37%
+$879.25 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$870.98 
PSA Public Storage Common Stock
+0.35%
+$1,068.36 
QINT American Century Quality Diversified International ETF
+0.35%
+$808.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$5,750.75 
AMGN Amgen Inc.
+0.34%
+$2,509.54 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$1,718.36 
WM Waste Management, Inc.
+0.29%
+$1,040.66 
MMM 3M Company
+0.29%
+$825.7 
XOM Exxon Mobil Corporation
+0.29%
+$4,935.83 
SCHF Schwab International Equity ETF
+0.29%
+$4,725.6 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$6,132.94 
VUG Vanguard Growth ETF
+0.22%
+$69,467.04 
NVDA NVIDIA Corporation
+0.14%
+$3,800.8 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.13%
+$550.03 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$1,188.42 
PFF iShares Preferred and Income Securities ETF
+0.11%
+$1,022.66 
AOK iShares Core Conservative Allocation ETF
+0.11%
+$6,627.19 
MSFT Microsoft Corp.
+0.1%
+$4,777.6 
KO The Coca-Cola Company
+0.1%
+$244.96 
IAU iShares Gold Trust
+0.09%
+$389.48 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$1,620.3 
GLD SPDR Gold Shares
+0.06%
+$741.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$141.55 
FBCG Fidelity Blue Chip Growth Fund
+0.05%
+$530.88 
ORCL Oracle Corporation
+0.05%
+$192.13 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$171.08 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$138.56 
VPLS Vanguard Core-Plus Bond ETF
+0.02%
+$636.62 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$21.99 
TIP iShares TIPS Bond ETF
+0.01%
+$11.61 
BSV Vanguard Short-Term Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$25,383.09 
PLTR Palantir Technologies Inc.
-2.35%
-$11,328.25 
EOSE Eos Energy Enterprises Inc.
-2.26%
-$3,260.88 
RGEN Repligen Corporation
-2.06%
-$4,712.8 
ABT Abbott Laboratories
-1.68%
-$4,140.42 
AAPL Apple Inc.
-1.52%
-$138,087 
MU Micron Technology, Inc.
-1.42%
-$15,589.32 
MRK Merck & Co., Inc.
-1.41%
-$3,769.76 
WAT Waters Corporation
-1.23%
-$7,083.57 
AMZN Amazon.com Inc
-1.21%
-$71,512.27 
IBM International Business Machines Corporation
-0.97%
-$7,481.37 
AVGO Broadcom Inc.
-0.94%
-$2,693.29 
CSCO Cisco Systems, Inc.
-0.6%
-$4,638.42 
NOC Northrop Grumman Corporation
-0.4%
-$921.81 
RTX RTX Corporation
-0.34%
-$2,463.97 
JFR Nuveen Floating Rate Income Fund
-0.26%
-$359.68 
META Meta Platforms Inc Class A
-0.23%
-$4,065.07 
GILD Gilead Sciences Inc.
-0.21%
-$522.34 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$453 
SDSI American Century Short Duration Strategic Income ETF
-0.15%
-$2,175 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,769.11 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$263.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,069.96 
FBND Fidelity Total Bond ETF
-0.11%
-$4,925.95 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$2,664.4 
TAXF American Century Diversified Municipal Bond ETF
-0.11%
-$247.5 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$1,215.09 
IGEB iShares Investment Grade Corporate Bond ETF
-0.09%
-$305.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$516.18 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$2,215.31 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$1,262.51 
CMF iShares California Muni Bond ETF
-0.04%
-$285 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$123.94 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$1,670.04 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$325.06 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$159.24 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$65.47 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$760.99 
AVSF Avantis Short-Term Fixed Income ETF
-0.02%
-$85 
KORP American Century Diversified Corporate Bond ETF
-0.02%
-$52 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$1,493.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$732.4 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$421.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$254.19 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$53.38 
MUB iShares National Muni Bond ETF
-0.01%
-$48.01 Events
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Dividends
Dividend Analysis
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| Trades 2284 | Longs Won 1596/2284 69% | Profit Factor 18.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,066.4 |
| Average Win $74,602.9 | Best Trade (Jun 12) $5.79M | Sharpe Ratio -9.11 |
| Average Loss -$9,488.98 | Worst Trade (Jun 10) -$383,986.68 | Z-Score 24.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 1d | Expectancy $49,272.24 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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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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