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:
41.34%
Gain +0.51%
Monthly
1.62%
Yearly
21.33%
Drawdown
18.89%
$231.16M
Equity
Holdings
$231.16M
Investment
$181.65M
$51.32M
Profit +$867,508
Realized
$1.8M
Unrealized
$49.51M
Dividends
$4.89M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$867,508
Win %
71%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.7M
Win %
71%
This Month
Compared to last month
Gain
1.02%
Profit
$2.33M
Win %
71%
This Year
Compared to last year
Gain
2.21%
Profit
$5M
Win %
72%
MCHP Microchip Technology Incorporated
+3.23%
+$6,971.3 
V Visa Inc. Class A
+2.41%
+$11,648.97 
VHT Vanguard Health Care ETF
+2.29%
+$6,316.47 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.26%
+$9,403.49 
ABT Abbott Laboratories
+1.43%
+$6,979.56 
SCHD Schwab U.S. Dividend Equity ETF
+1.42%
+$218,714.88 
MSFT Microsoft Corp.
+1.24%
+$10,725 
COWZ Pacer US Cash Cows 100 ETF
+1.16%
+$5,663.18 
ABBV AbbVie Inc.
+1.07%
+$14,069.23 
INDS Pacer Industrial Real Estate ETF
+0.98%
+$4,780.88 
DFAS Dimensional U.S. Small Cap ETF
+0.98%
+$2,762.55 
IJR iShares Core S&P Small-Cap ETF
+0.96%
+$131,955.32 
USA Liberty All Star Equity Fund
+0.94%
+$1,243.28 
BITB Bitwise Bitcoin ETF
+0.9%
+$6,694.8 
VIG Vanguard Dividend Appreciation ETF
+0.9%
+$5,663.34 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.81%
+$5,434.6 
GOOGL Alphabet Inc
+0.78%
+$3,661.2 
GOOG Alphabet Inc
+0.75%
+$2,994.74 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$2,424.1 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$3,102.19 
SPBO SPDR Portfolio Corporate Bond ETF
+0.67%
+$1,754.36 
CGMU Capital Group Municipal Income ETF
+0.67%
+$5,130.65 
FBND Fidelity Total Bond ETF
+0.67%
+$12,411.13 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$9,461.77 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$3,524.66 
VO Vanguard Mid-Cap ETF
+0.61%
+$130,377.69 
JCPB JPMorgan Core Plus Bond ETF
+0.59%
+$1,192.5 
FDVV Fidelity High Dividend ETF
+0.56%
+$1,452.45 
DFAI Dimensional International Core Equity Market ETF
+0.55%
+$124,843.27 
COST Costco Wholesale Corporation
+0.54%
+$5,209.11 
VYM Vanguard High Dividend Yield ETF
+0.47%
+$5,796.75 
AAPL Apple Inc.
+0.4%
+$13,465.83 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$1,724.31 
SPHY SPDR Portfolio High Yield Bond ETF
+0.33%
+$1,774.58 
DFAU Dimensional US Core Equity Market ETF
+0.33%
+$863.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.32%
+$56,771.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.29%
+$938.4 
VONE Vanguard Russell 1000 ETF
+0.28%
+$2,026.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.27%
+$2,807.04 
JNJ Johnson & Johnson
+0.26%
+$815.48 
VOO Vanguard S&P 500 ETF
+0.26%
+$175,820.61 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$621.82 
IVV iShares Core S&P 500 ETF
+0.24%
+$4,475.1 
JPIE JPMorgan Income ETF
+0.22%
+$1,042 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$11,155.06 
AMZN Amazon.com Inc
+0.2%
+$2,151.68 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$383.25 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$357.03 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.09%
+$260.19 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.09%
+$410.12 
AFL Aflac Inc.
+0.07%
+$293.33 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$145.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
VRT Vertiv Holdings Co
-6.03%
-$13,601.28 
NVT nVent Electric plc
-5.74%
-$10,564.56 
SPCX Space Exploration Technologies Corp. Class A
-3.63%
-$12,684.96 
CSCO Cisco Systems, Inc.
-3.39%
-$11,415.25 
CAT Caterpillar Inc.
-2.67%
-$12,618.89 
ARTY iShares Future AI & Tech ETF
-1.61%
-$6,938.4 
TSLA Tesla, Inc.
-1.54%
-$9,621.84 
APH Amphenol Corporation
-1.52%
-$22,176 
XOM Exxon Mobil Corporation
-1.37%
-$13,887.42 
NVDA NVIDIA Corporation
-1.36%
-$28,959.19 
OXY Occidental Petroleum Corporation
-1.27%
-$8,433.36 
IXN iShares Global Tech ETF
-1.1%
-$4,818.64 
ET Energy Transfer L.P.
-1.04%
-$2,608.83 
VGT Vanguard Information Technology ETF
-0.78%
-$2,618.88 
PLTR Palantir Technologies Inc.
-0.48%
-$6,596 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$1,700.8 
JPM JPMorgan Chase & Co.
-0.25%
-$766.08 
VUG Vanguard Growth ETF
-0.11%
-$385.5 
IDA Idacorp Inc.
-0.06%
-$189.12 
MU Micron Technology, Inc.
-0.06%
-$2,086.41 Events
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Dividends
Dividend Analysis
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| Trades 359 | Longs Won 260/359 72% | Profit Factor 49.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $811,196.94 |
| Average Win $201,452.59 | Best Trade (Oct 15) $13.06M | Sharpe Ratio -15.02 |
| Average Loss -$10,716.76 | Worst Trade (Oct 14) -$154,779.38 | Z-Score 10.87 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $142,943.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,829 | $2.46M | $3.38M | - | $921,352.49 | 37.41% | +0.399% |
| ABBV AbbVie Inc. | 4,651 | $1.06M | $1.33M | - | $269,827.75 | 25.39% | +1.067% |
| ABT Abbott Laboratories | 4,748 | $594,877 | $495,881.12 | - | -$98,995.88 | -16.64% | +1.428% |
| AFL Aflac Inc. | 3,451 | $359,912.24 | $408,236.04 | - | $48,323.8 | 13.43% | +0.072% |
| AMZN Amazon.com Inc | 4,219 | $924,811.89 | $1.07M | - | $149,303.32 | 16.14% | +0.201% |
| APH Amphenol Corporation | 17,600 | $306,946.3 | $1.43M | - | $1.13M | 366.91% | -1.524% |
| ARTY iShares Future AI & Tech ETF | 5,880 | $292,945.32 | $424,830 | - | $131,884.68 | 45.02% | -1.607% |
| BITB Bitwise Bitcoin ETF | 16,737 | $937,450.4 | $748,311.27 | - | -$189,139.13 | -20.18% | +0.903% |
| BRK-B Berkshire Hathaway Inc. | 829 | $379,439.93 | $438,068.46 | - | $58,628.53 | 15.45% | +0.395% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 7,553 | $311,028.03 | $425,724.84 | - | $114,696.81 | 36.88% | +2.259% |
| CAT Caterpillar Inc. | 630 | $231,575.01 | $459,238.5 | - | $227,663.49 | 98.31% | -2.674% |
| CGMU Capital Group Municipal Income ETF | 29,318 | $798,154.22 | $772,089.53 | - | -$26,064.69 | -3.27% | +0.669% |
| COST Costco Wholesale Corporation | 981 | $933,375.7 | $968,551.11 | - | $35,175.41 | 3.77% | +0.541% |
| COWZ Pacer US Cash Cows 100 ETF | 7,035 | $397,168.89 | $493,470.07 | - | $96,301.18 | 24.25% | +1.161% |
| CSCO Cisco Systems, Inc. | 2,965 | $229,523.88 | $325,527.35 | - | $96,003.47 | 41.83% | -3.388% |
| DFAI Dimensional International Core Equity Market ETF | 554,859 | $17.52M | $22.98M | - | $5.46M | 31.15% | +0.546% |
| DFAS Dimensional U.S. Small Cap ETF | 3,659 | $237,311.28 | $285,456.88 | - | $48,145.6 | 20.29% | +0.977% |
| DFAU Dimensional US Core Equity Market ETF | 4,932 | $222,532 | $261,568.62 | - | $39,036.62 | 17.54% | +0.331% |
| DFCF Dimensional Core Fixed Income ETF | 37,105 | $1.56M | $1.51M | - | -$55,197.48 | -3.53% | +0.632% |
| ET Energy Transfer L.P. | 12,423 | $242,945.92 | $248,956.92 | - | $6,011 | 2.47% | -1.037% |
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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 - $1.13M, Dimensional International Core Equity Market ETF - $807,258.25, Schwab U.S. Dividend Equity ETF - $728,761.07, and Vanguard FTSE All-World ex-US ETF - $528,785.15. 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 - $30,629.65, Pacer US Small Cap Cash Cows 100 ETF - $27,030.86, 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 $4.89M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.13M, Dimensional International Core Equity Market ETF - $807,258.25, Schwab U.S. Dividend Equity ETF - $728,761.07, Vanguard Mid-Cap ETF - $396,145.12, and VANGUARD TOTAL STOCK MKT ETF - $303,738.28. 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.
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