Changes:TRMB +33.3%BG +33.3%VRT +33.3%IBKR 0.0%
$HGHLYFVRD Using recent uptick to unwind from IBKR, gapping up and looking overbought, replacing with TRMB.
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Biblically Responsible Investing
$HGHLYFVRDMMarcus J.
About Biblically Responsible Investing
Biblically Responsible Investing (BRI) is an investment philosophy that integrates Christian faith with financial decision-making. Its core idea is to ensure that investments reflect biblical values, promoting moral integrity, stewardship, and respect for human dignity. BRI avoids companies involved in activities considered incompatible with biblical teachings. Stewardship is central to BRI, as investors view themselves as caretakers of God's resources. Rather than chasing quick profits, BRI encourages long-term value and meaningful impact aligned with faith. This portfolio, grounded in a faith-based perspective, identifies companies whose operations are biblically aligned to a significant extent, enabling Christians to align their investments with their beliefs while pursuing ethical and responsible returns.About the Creator
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Marcus J.
@KNGMKR443
2
Copiers
Marcus Jasso, AIF® 25 years of experience: Ameriprise Financial. J.P. Morgan Chase. Independant.
Through Overlook Park Wealth, LLC, a Registered Investment Adviser based in Humble. Texas, "Jasso" now leads Christian financial stewards using a 3-step approach: Seek. Plan. Do.
When you SEEK, you find your purpose and acknowledge God’s plan for your life.
When you PLAN, you realize your need for faith and God’s intervention.
When you DO, you express your obedience to God by your actions.
As an Accredited Investment Fiduciary®, Mr. Jasso prides himself in his ability to manage Investment portfolios and give objective financial advice while also being aware of the wide spectrum of emotions and feelings caused by volatile market conditions.
When he is not in the office, "Papa Jasso" enjoys spending time tackling home improvement projects with his wife, networking with his friends, attending church events with his family, volunteering at his daughters' school and oil painting.
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Last RebalanceJan 5, 2026