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:
0.46%
Gain
Monthly
0.02%
Yearly
0.3%
Drawdown
27.46%
$218.81M
Equity
Holdings
$218.81M
Investment
$175M
$44.4M
Profit -$2.17M
Realized
$588,195.06
Unrealized
$43.82M
Dividends
$4.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.17M
Win %
78%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.48M
Win %
78%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.94M
Win %
78%
This Year
Compared to last year
Gain
12.79%
Profit
$24.82M
Win %
79%
OXY Occidental Petroleum Corporation
+2.59%
+$15,028.68 
WMT Walmart Inc.
+2.56%
+$5,003.88 
ABT Abbott Laboratories
+2.37%
+$11,110.32 
AFL Aflac Inc.
+2.28%
+$9,694.5 
XOM Exxon Mobil Corporation
+2.23%
+$18,099.52 
ABBV AbbVie Inc.
+2.1%
+$24,882.85 
JNJ Johnson & Johnson
+2.1%
+$6,459.99 
COST Costco Wholesale Corporation
+1.75%
+$16,364.44 
IDA Idacorp Inc.
+1.32%
+$4,427.75 
INDS Pacer Industrial Real Estate ETF
+1.23%
+$6,629.29 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$177,535.89 
COWZ Pacer US Cash Cows 100 ETF
+0.97%
+$4,398.66 
VHT Vanguard Health Care ETF
+0.79%
+$1,960.08 
ET Energy Transfer L.P.
+0.62%
+$1,802.87 
CSCO Cisco Systems, Inc.
+0.58%
+$1,882.88 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.51%
+$1,928.61 
FBND Fidelity Total Bond ETF
+0.25%
+$4,512.72 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$936.77 
VYM Vanguard High Dividend Yield ETF
+0.22%
+$2,721.32 
JCPB JPMorgan Core Plus Bond ETF
+0.2%
+$427.5 
DFCF Dimensional Core Fixed Income ETF
+0.2%
+$2,859.74 
SPBO SPDR Portfolio Corporate Bond ETF
+0.19%
+$516.45 
AAPL Apple Inc.
+0.19%
+$5,961.2 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$145.78 
JPIE JPMorgan Income ETF
+0.03%
+$145.47 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$885.05 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$56.84 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$69.26 
CGMU Capital Group Municipal Income ETF
+0.02%
+$141.81 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.01%
+$45.41 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-10.45%
-$16,324.77 
VRT Vertiv Holdings Co
-6.19%
-$18,210 
MU Micron Technology, Inc.
-5.41%
-$242,557.98 
ARTY iShares Future AI & Tech ETF
-4.59%
-$16,656.08 
APH Amphenol Corporation
-4.54%
-$30,602 
NVDA NVIDIA Corporation
-4.32%
-$80,818.8 
MCHP Microchip Technology Incorporated
-3.9%
-$10,306.89 
GOOGL Alphabet Inc
-3.67%
-$15,988.56 
PLTR Palantir Technologies Inc.
-3.63%
-$32,676.48 
IXN iShares Global Tech ETF
-3.62%
-$14,963.94 
GOOG Alphabet Inc
-3.55%
-$13,564.8 
TSLA Tesla, Inc.
-3.42%
-$21,777.4 
CAT Caterpillar Inc.
-3.23%
-$17,854.2 
VGT Vanguard Information Technology ETF
-2.98%
-$9,275.2 
BITB Bitwise Bitcoin ETF
-2.78%
-$15,164.01 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$11,055.12 
VUG Vanguard Growth ETF
-2.58%
-$7,559.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.99%
-$319,061.5 
VEU Vanguard FTSE All-World ex-US ETF
-1.73%
-$95,307.56 
MSFT Microsoft Corp.
-1.49%
-$9,325.12 
AMZN Amazon.com Inc
-1.41%
-$14,626.17 
VOO Vanguard S&P 500 ETF
-1.3%
-$852,129.5 
IVV iShares Core S&P 500 ETF
-1.29%
-$22,534.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.29%
-$13,333.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$4,103.4 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$2,950.96 
VONE Vanguard Russell 1000 ETF
-1.26%
-$6,402.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$206,660.35 
DFAU Dimensional US Core Equity Market ETF
-1.19%
-$3,057.84 
IEFA iShares Core MSCI EAFE ETF
-1.14%
-$6,840.9 
V Visa Inc. Class A
-1.02%
-$4,661.76 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-1.01%
-$4,417.84 
DFAI Dimensional International Core Equity Market ETF
-0.94%
-$207,936.69 
JPM JPMorgan Chase & Co.
-0.69%
-$2,144.04 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$3,063.6 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$75,413.28 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$1,523.76 
USA Liberty All Star Equity Fund
-0.45%
-$589.99 
VO Vanguard Mid-Cap ETF
-0.32%
-$65,929.76 
FDVV Fidelity High Dividend ETF
-0.15%
-$410.47 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$620.34 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$347.48 Events
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Dividends
Dividend Analysis
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| Trades 300 | Longs Won 230/300 76% | Profit Factor 55.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $770,604.55 |
| Average Win $196,604.24 | Best Trade (Jul 15) $11.88M | Sharpe Ratio -12.82 |
| Average Loss -$11,634.42 | Worst Trade (Jul 10) -$267,336.33 | Z-Score 14.59 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $148,015.22 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
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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