KE
Karen Eamon Portfolio
Invests via Next Level Wealth Planning LLC | Managed by Karen Eamon
Invests via Next Level Wealth Planning LLC
Managed by Karen Eamon
Automatically Tracked
Drives transaction execution for institutional investors across growth and turnaround situations, prioritizing capital structure design, operational due diligence and active portfolio management.
Karen Eamon brings senior investment and corporate development experience spanning buyouts, minority growth investments and restructurings, and has led cross-border M&A and capital-raising processes.
She combines public-market valuation techniques with hands-on operational improvement and holds graduate-level business credentials and earlier finance roles at strategic and advisory firms.
Drives transaction execution for institutional investors across growth and turnaround situations, prioritizing capital structure design, operational due diligence and active portfolio management.
Karen Eamon brings senior investment and corporate development experience spanning buyouts, minority growth investments and restructurings, and has led cross-border M&A and capital-raising processes.
She combines public-market valuation techniques with hands-on operational improvement and holds graduate-level business credentials and earlier finance roles at strategic and advisory firms.
Investment Philosophy & Strategy
Focuses on disciplined, event-driven investing that blends control-oriented operational fixes with public-market valuation rigor. Prefers transactions where capital structure redesign and active governance unlock value—buyouts, turnarounds and growth minority stakes with clear operational levers. Underwrites opportunities using detailed operational due diligence, scenario-driven cash flow modeling and staged capital deployment to manage downside. Time horizon is medium to long, emphasizing value creation through governance, cost and revenue transformation while maintaining exit optionality via strategic sale or recapitalization.
Focuses on disciplined, event-driven investing that blends control-oriented operational fixes with public-market valuation rigor. Prefers transactions where capital structure redesign and active governance unlock value—buyouts, turnarounds and growth minority stakes with clear operational levers. Underwrites opportunities using detailed operational due diligence, scenario-driven cash flow modeling and staged capital deployment to manage downside. Time horizon is medium to long, emphasizing value creation through governance, cost and revenue transformation while maintaining exit optionality via strategic sale or recapitalization.
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:
43%
Gain +0.87%
Monthly
1.8%
Yearly
23.95%
Drawdown
18.89%
$233.13M
Equity
Holdings
$233.13M
Investment
$181.65M
$53.29M
Profit +$1.43M
Realized
$1.8M
Unrealized
$51.48M
Dividends
$4.17M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$1.43M
Win %
73%
This Week
Compared To Last Week
Gain
0.62%
Profit
$1.43M
Win %
73%
This Month
Compared to last month
Gain
3.16%
Profit
$7.14M
Win %
73%
This Year
Compared to last year
Gain
3.08%
Profit
$6.97M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$152,221.48 
GOOG Alphabet Inc
+6.88%
+$26,714.11 
GOOGL Alphabet Inc
+6.73%
+$30,356.97 
NVT nVent Electric plc
+6.24%
+$10,890.18 
VRT Vertiv Holdings Co
+6.18%
+$14,238.85 
MSFT Microsoft Corp.
+3.02%
+$22,132.48 
NVDA NVIDIA Corporation
+2.93%
+$55,027.34 
CSCO Cisco Systems, Inc.
+2.14%
+$7,204.95 
OXY Occidental Petroleum Corporation
+2%
+$12,109.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$182,558.46 
VUG Vanguard Growth ETF
+1.1%
+$3,585.15 
TSLA Tesla, Inc.
+0.76%
+$4,026.13 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,756.87 
VOO Vanguard S&P 500 ETF
+0.71%
+$473,401.92 
IDA Idacorp Inc.
+0.71%
+$2,247.27 
CAT Caterpillar Inc.
+0.7%
+$3,572.09 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,318.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$6,900.64 
PLTR Palantir Technologies Inc.
+0.65%
+$5,439.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,828.28 
VONE Vanguard Russell 1000 ETF
+0.64%
+$4,473 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2,352 
ET Energy Transfer L.P.
+0.59%
+$1,490.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,876.82 
APH Amphenol Corporation
+0.55%
+$3,871.96 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,380.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$90,275.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,541.94 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$1,537.93 
JPM JPMorgan Chase & Co.
+0.27%
+$857.28 
JNJ Johnson & Johnson
+0.21%
+$659.85 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$914.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$27,339.36 
AFL Aflac Inc.
+0.09%
+$414.12 
ABT Abbott Laboratories
+0.09%
+$427.32 
INDS Pacer Industrial Real Estate ETF
+0.06%
+$323.43 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$236.61 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$123.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$646.46 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$241,007.08 
MU Micron Technology, Inc.
-5.9%
-$211,218.09 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,801.34 
BITB Bitwise Bitcoin ETF
-2.87%
-$16,904.37 
ABBV AbbVie Inc.
-2.51%
-$30,091.97 
XOM Exxon Mobil Corporation
-0.97%
-$8,743.95 
MCHP Microchip Technology Incorporated
-0.96%
-$2,182.33 
VHT Vanguard Health Care ETF
-0.76%
-$1,996.01 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$149,813.04 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,763.62 
CGMU Capital Group Municipal Income ETF
-0.44%
-$3,518.16 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,661.66 
VGT Vanguard Information Technology ETF
-0.38%
-$1,173.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,338.91 
FDVV Fidelity High Dividend ETF
-0.35%
-$926.2 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,452.6 
FBND Fidelity Total Bond ETF
-0.27%
-$5,135.64 
COST Costco Wholesale Corporation
-0.24%
-$2,236.65 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$495 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$11,811.17 
IXN iShares Global Tech ETF
-0.21%
-$862.18 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$568.98 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$512.26 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$506.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$346.3 
JPIE JPMorgan Income ETF
-0.09%
-$416.8 
VO Vanguard Mid-Cap ETF
-0.05%
-$10,643.12 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$109.5 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$119.01 
V Visa Inc. Class A
-0.04%
-$172.75 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$4,074.82 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$121.8 Events
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Dividends
Dividend Analysis
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| Trades 359 | Longs Won 265/359 73% | Profit Factor 64.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $813,062.42 |
| Average Win $204,264.28 | Best Trade (Aug 14) $13.5M | Sharpe Ratio -10.98 |
| Average Loss -$8,976.86 | Worst Trade (Aug 03) -$263,943.46 | Z-Score 11.73 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $148,429.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,829 | $2.46M | $3.04M | - | $573,209.31 | 23.27% | -7.354% |
| ABBV AbbVie Inc. | 4,651 | $1.06M | $1.17M | - | $104,414.94 | 9.83% | -2.513% |
| ABT Abbott Laboratories | 4,748 | $594,877 | $501,863.6 | - | -$93,013.4 | -15.64% | +0.085% |
| AFL Aflac Inc. | 3,451 | $359,912.24 | $439,933.48 | - | $80,021.24 | 22.23% | +0.094% |
| AMZN Amazon.com Inc | 4,219 | $924,811.89 | $1.15M | - | $220,984.09 | 23.9% | +15.321% |
| APH Amphenol Corporation | 8,800 | $306,937.5 | $707,080 | - | $400,142.5 | 130.37% | +0.551% |
| ARTY iShares Future AI & Tech ETF | 5,880 | $292,945.32 | $391,902 | - | $98,956.68 | 33.78% | +0.604% |
| BITB Bitwise Bitcoin ETF | 16,737 | $937,450.4 | $571,233.81 | - | -$366,216.59 | -39.07% | -2.874% |
| BRK-B Berkshire Hathaway Inc. | 829 | $379,439.93 | $424,066.66 | - | $44,626.73 | 11.76% | +0.365% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 7,553 | $311,028.03 | $409,523.66 | - | $98,495.63 | 31.67% | -0.404% |
| CAT Caterpillar Inc. | 630 | $231,575.01 | $513,330.3 | - | $281,755.29 | 121.67% | +0.701% |
| CGMU Capital Group Municipal Income ETF | 29,318 | $798,154.22 | $791,586 | - | -$6,568.22 | -0.82% | -0.442% |
| COST Costco Wholesale Corporation | 981 | $933,375.7 | $933,804.1 | - | $428.4 | 0.05% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 7,035 | $397,168.89 | $470,711.85 | - | $73,542.96 | 18.52% | +0.195% |
| CSCO Cisco Systems, Inc. | 2,965 | $229,523.88 | $343,910.35 | - | $114,386.47 | 49.84% | +2.14% |
| DFAI Dimensional International Core Equity Market ETF | 554,859 | $17.52M | $23.36M | - | $5.84M | 33.32% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 3,659 | $237,311.28 | $296,488.77 | - | $59,177.49 | 24.94% | -0.172% |
| DFAU Dimensional US Core Equity Market ETF | 4,932 | $222,532 | $255,378.96 | - | $32,846.96 | 14.76% | +0.544% |
| DFCF Dimensional Core Fixed Income ETF | 37,105 | $1.56M | $1.54M | - | -$23,101.65 | -1.48% | -0.288% |
| ET Energy Transfer L.P. | 12,423 | $242,945.92 | $252,932.28 | - | $9,986.36 | 4.11% | +0.593% |
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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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FAQ
Which stocks have generated the highest profits for Karen Eamon?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $1.25M, Vanguard S&P 500 ETF - $953,987.81, Dimensional International Core Equity Market ETF - $705,147.55, Schwab U.S. Dividend Equity ETF - $607,328.75, and Vanguard FTSE All-World ex-US ETF - $515,871.53. 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: Netflix, Inc - $74,775.91, Alphabet Inc - $30,885.51, Pacer US Small Cap Cash Cows 100 ETF - $28,477.86, Walmart Inc - $18,335.23, and Health Care Select Sector SPDR Fund - $14,857.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Karen Eamon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.17M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $953,987.81, Dimensional International Core Equity Market ETF - $705,147.55, Schwab U.S. Dividend Equity ETF - $607,328.75, Vanguard Mid-Cap ETF - $319,009.11, and VANGUARD TOTAL STOCK MKT ETF - $259,275.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Karen Eamon's monthly returns?
Karen Eamon'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 Karen Eamon's strategy be considered aggressive or moderate?
Karen Eamon'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 Karen Eamon's strategy?
Karen Eamon'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.
