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:
85.06%
Gain -0.11%
Monthly
1.04%
Yearly
13.21%
Drawdown
23.45%
$434.4M
Equity
Holdings
$434.4M
Investment
$322.65M
$111.6M
Profit -$235,908.84
Realized
-$153,229.98
Unrealized
$111.75M
Dividends
$22.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$235,908.84
Win %
82%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.85M
Win %
82%
This Month
Compared to last month
Gain
-0.52%
Profit
-$2.26M
Win %
82%
This Year
Compared to last year
Gain
10.5%
Profit
$41.27M
Win %
82%
AMD Advanced Micro Devices, Inc.
+3.58%
+$33,759.2 
INTC Intel Corporation
+3.3%
+$17,668.78 
MU Micron Technology, Inc.
+2.8%
+$26,123.13 
PLTR Palantir Technologies Inc.
+2.6%
+$12,652.32 
AVGO Broadcom Inc.
+2.24%
+$6,178.92 
MSFT Microsoft Corp.
+1.71%
+$80,203.96 
GOOG Alphabet Inc
+1.53%
+$41,789.7 
GOOGL Alphabet Inc
+1.46%
+$33,264.27 
NOC Northrop Grumman Corporation
+1.39%
+$3,044.04 
CVX Chevron Corporation
+1.19%
+$4,527.9 
XOM Exxon Mobil Corporation
+0.9%
+$15,446.62 
ABT Abbott Laboratories
+0.89%
+$2,467.8 
XLE Energy Select Sector SPDR Fund
+0.83%
+$2,463.36 
IBM International Business Machines Corporation
+0.79%
+$4,707.39 
AMZN Amazon.com Inc
+0.77%
+$46,617.37 
SLV iShares Silver Trust
+0.76%
+$3,093.09 
MTUM iShares MSCI USA Momentum Factor ETF
+0.65%
+$5,452.49 
V Visa Inc. Class A
+0.64%
+$2,111.38 
RTX RTX Corporation
+0.64%
+$4,810.53 
IYW iShares U.S. Technology ETF
+0.62%
+$13,063.31 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$2,718.39 
FTNT Fortinet Inc.
+0.55%
+$4,516.75 
T AT&T Inc.
+0.55%
+$2,222.05 
MA Mastercard Incorporated
+0.53%
+$1,501 
GD General Dynamics Corporation
+0.52%
+$1,213.97 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$2,210 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$52,659.27 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$18,266.59 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$5,118.51 
META Meta Platforms Inc Class A
+0.35%
+$7,145.19 
IUSG iShares Core S&P U.S. Growth ETF
+0.35%
+$833.99 
WELL Welltower Inc.
+0.33%
+$3,853.6 
PWB Invesco Large Cap Growth ETF
+0.31%
+$1,104.02 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$7,777.44 
FBCG Fidelity Blue Chip Growth Fund
+0.3%
+$3,185.28 
NVDA NVIDIA Corporation
+0.26%
+$7,298.77 
MMM 3M Company
+0.25%
+$718 
VUG Vanguard Growth ETF
+0.22%
+$69,467.04 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$467.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$1,893.7 
KO The Coca-Cola Company
+0.14%
+$336.51 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$109.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$50.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.02%
+$992.36 
FELC Fidelity Enhanced Large Cap Core ETF
+0.01%
+$35.23 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$30.98 
ESGV Vanguard ESG U.S. Stock ETF
0%
+$0.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-2.95%
-$7,963.55 
WAT Waters Corporation
-2.55%
-$15,046.59 
TSLA Tesla, Inc.
-2.52%
-$53,832.35 
GE General Electric Company
-2.44%
-$8,652.99 
EOSE Eos Energy Enterprises Inc.
-2.18%
-$2,096.28 
AAPL Apple Inc.
-2.09%
-$214,187.97 
MRK Merck & Co., Inc.
-2.08%
-$5,859.15 
LLY Eli Lilly and Company
-2.04%
-$21,819.27 
HD The Home Depot, Inc.
-1.92%
-$4,745.79 
CAT Caterpillar Inc.
-1.9%
-$5,554.44 
LRCX Lam Research Corporation
-1.77%
-$6,221.64 
WMT Walmart Inc.
-1.66%
-$11,629.9 
NBBK NB Bancorp Inc.
-1.58%
-$6,706 
PLD Prologis Inc.
-1.48%
-$16,310.27 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.46%
-$3,112.82 
JNJ Johnson & Johnson
-1.43%
-$16,354.76 
WFC Wells Fargo & Company
-1.22%
-$4,147.32 
PG Procter & Gamble Co
-0.96%
-$28,031.56 
O Realty Income Corporation
-0.93%
-$14,036.71 
BAC Bank of America Corporation
-0.92%
-$5,400.27 
AXP American Express Company
-0.92%
-$3,106.51 
PSA Public Storage Common Stock
-0.9%
-$2,643.01 
ES Eversource Energy
-0.86%
-$1,907.84 
GILD Gilead Sciences Inc.
-0.8%
-$2,169.72 
JPM JPMorgan Chase & Co.
-0.77%
-$10,731.64 
COST Costco Wholesale Corporation
-0.77%
-$3,861.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.71%
-$3,220.56 
DFIV Dimensional International Value ETF
-0.68%
-$17,008.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$1,791.9 
IYR iShares U.S. Real Estate ETF
-0.67%
-$3,053.05 
VNQ Vanguard Real Estate ETF
-0.66%
-$14,933.16 
QINT American Century Quality Diversified International ETF
-0.65%
-$1,480.71 
FDVV Fidelity High Dividend ETF
-0.64%
-$3,661.2 
FLV American Century Focused Large Cap Value ETF
-0.64%
-$1,651.99 
DVY iShares Select Dividend ETF
-0.62%
-$12,893.15 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$38,942.58 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.61%
-$1,718.38 
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$2,983.84 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$4,466.08 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$3,978.55 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$2,271.36 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$6,129.43 
SDY SPDR S&P Dividend ETF
-0.57%
-$3,947.1 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$15,053.58 
VYMI Vanguard International High Dividend Yield Index Fund
-0.56%
-$33,518.06 
MDY SPDR S&P MidCap 400 ETF Trust
-0.55%
-$13,711.49 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$35,954.13 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$22,449.84 
PM Philip Morris International Inc.
-0.54%
-$1,268.8 
ABBV AbbVie Inc.
-0.52%
-$6,411.24 
IYF iShares U.S. Financials ETF
-0.52%
-$1,943.73 
AMGN Amgen Inc.
-0.51%
-$3,867.16 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$20,748.76 
DFIC Dimensional International Core Equity Market ETF
-0.51%
-$8,485.97 
DFSI Dimensional International Sustainability Core 1 ETF
-0.51%
-$2,823.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.51%
-$8,166.06 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$15,215.26 
CSCO Cisco Systems, Inc.
-0.45%
-$3,177 
IWN iShares Russell 2000 Value ETF
-0.45%
-$1,982.97 
SCHF Schwab International Equity ETF
-0.42%
-$6,769.42 
IWD iShares Russell 1000 Value ETF
-0.41%
-$5,683.44 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$1,990.5 
HDV iShares Core High Dividend ETF
-0.41%
-$10,113.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$6,785.83 
XLF Financial Select Sector SPDR Fund
-0.4%
-$3,725.32 
DFSU Dimensional US Sustainability Core 1 ETF
-0.39%
-$3,709.8 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$65,306.61 
VTV Vanguard Value ETF
-0.39%
-$35,301.35 
VB Vanguard Small-Cap ETF
-0.38%
-$13,236.04 
VALQ American Century U.S. Quality Value ETF
-0.38%
-$936 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$110,868.08 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.36%
-$22,892.48 
KORP American Century Diversified Corporate Bond ETF
-0.36%
-$858 
QUAL iShares MSCI USA Quality Factor ETF
-0.35%
-$4,138.03 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$981.5 
IWR iShares Russell Mid-Cap ETF
-0.34%
-$2,513.41 
TPL Texas Pacific Land Corporation
-0.33%
-$4,173.02 
DFAW Dimensional World Equity ETF
-0.33%
-$1,126.98 
FELV Fidelity Enhanced Large Cap Value ETF
-0.33%
-$4,830.57 
JFR Nuveen Floating Rate Income Fund
-0.33%
-$449.6 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$1,340.95 
AVLV Avantis U.S. Large Cap Value ETF
-0.31%
-$19,004.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$1,842.76 
IGEB iShares Investment Grade Corporate Bond ETF
-0.3%
-$1,031.94 
FBND Fidelity Total Bond ETF
-0.3%
-$13,300.07 
DFCF Dimensional Core Fixed Income ETF
-0.3%
-$3,375.25 
VZ Verizon Communications Inc.
-0.28%
-$1,310.28 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$628.87 
AOK iShares Core Conservative Allocation ETF
-0.28%
-$16,936.17 
IXUS iShares Core International Stock ETF
-0.28%
-$2,066.48 
BND Vanguard Total Bond Market Index Fund
-0.28%
-$6,744.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$1,059.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$2,465.56 
WM Waste Management, Inc.
-0.27%
-$1,040.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$5,313.44 
DFLV Dimensional US Large Cap Value ETF
-0.26%
-$1,137.36 
RGEN Repligen Corporation
-0.26%
-$653.62 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$7,215.17 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.24%
-$17,918.16 
VO Vanguard Mid-Cap ETF
-0.24%
-$3,088.02 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$3,540.75 
IWO iShares Russell 2000 Growth ETF
-0.23%
-$830.45 
VPLS Vanguard Core-Plus Bond ETF
-0.22%
-$8,016.69 
DCOR Dimensional US Core Equity 1 ETF
-0.22%
-$10,608.3 
LIN Linde plc
-0.22%
-$879.2 
TIP iShares TIPS Bond ETF
-0.22%
-$545.43 
CGDV Capital Group Dividend Value ETF
-0.21%
-$6,256.59 
GLD SPDR Gold Shares
-0.21%
-$2,548.54 
DFUV Dimensional US Marketwide Value ETF
-0.21%
-$11,468.83 
IAU iShares Gold Trust
-0.2%
-$862.42 
TAXF American Century Diversified Municipal Bond ETF
-0.19%
-$432 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$48,352.53 
MUB iShares National Muni Bond ETF
-0.16%
-$840.35 
DFAU Dimensional US Core Equity Market ETF
-0.15%
-$1,744.96 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$1,588.52 
VTHR Vanguard Russell 3000 ETF
-0.14%
-$3,014.59 
MO Altria Group, Inc.
-0.14%
-$665 
AVUS Avantis U.S. Equity ETF
-0.13%
-$425.85 
STT State Street Corp
-0.13%
-$732.24 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$240.07 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.11%
-$587.18 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.1%
-$4,175.1 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$876.57 
CMF iShares California Muni Bond ETF
-0.1%
-$627 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,926.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$7,668.94 
ADI Analog Devices, Inc.
-0.09%
-$237.27 
VBK Vanguard Small-Cap Growth ETF
-0.09%
-$208.2 
DFUS Dimensional U.S. Equity Market ETF
-0.08%
-$13,066.17 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$302.22 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$2,929.6 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$1,895.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$3,309.35 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$1,071.84 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$190.52 
VOO Vanguard S&P 500 ETF
-0.05%
-$2,461.57 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$406.32 
SDSI American Century Short Duration Strategic Income ETF
-0.05%
-$725 
IHY VanEck International High Yield Bond ETF
-0.05%
-$161.6 
AVSF Avantis Short-Term Fixed Income ETF
-0.04%
-$170 
IVV iShares Core S&P 500 ETF
-0.04%
-$7,740.16 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$1,331.99 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$553.03 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$85.54 
SYK Stryker Corporation
-0.02%
-$44.46 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.01%
-$64.71 Events
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Dividends
Dividend Analysis
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| Trades 2284 | Longs Won 1574/2284 68% | Profit Factor 16.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,090.8 |
| Average Win $75,351.91 | Best Trade (Jul 22) $5.98M | Sharpe Ratio -10.99 |
| Average Loss -$9,862.88 | Worst Trade (Jul 27) -$414,251.64 | Z-Score 21.2 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 1d | Expectancy $48,862.2 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jay Richards?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $2.13M, iShares Core S&P Small-Cap ETF - $790,544.66, Vanguard International High Dividend Yield Index Fund - $776,087.19, Dimensional U.S. Core Equity 2 ETF - $771,963.93, and Vanguard Value ETF - $754,044.23. 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: Pfizer Inc - $145,342.42, iShares Systematic Bond ETF - $119,075.82, The Walt Disney Company - $115,552.5, Hingham Institution for Savings - $107,071.32, and Vanguard Tax-Exempt Bond ETF - $83,870.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jay Richards's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.12M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $2.14M, Dimensional U.S. Core Equity 2 ETF - $860,899.6, iShares Core S&P Small-Cap ETF - $745,566.09, iShares Core Conservative Allocation ETF - $742,677.95, and Vanguard International High Dividend Yield Index Fund - $736,748. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jay Richards's monthly returns?
Jay Richards's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jay Richards's strategy be considered aggressive or moderate?
Jay Richards's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jay Richards's strategy?
Jay Richards's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
