KGS
Kelsey G. Stevens Portfolio
Invests via First National Bank Sioux Falls | Managed by Kelsey G. Stevens
Invests via First National Bank Sioux Falls
Managed by Kelsey G. Stevens
Automatically Tracked
Kelsey G. Stevens Profile
Kelsey G. Stevens has established a distinguished career as a versatile leader in corporate finance and entrepreneurship, known for driving transformative strategies within organizations. With extensive experience spanning both startup environments and established enterprises, she leverages her expertise to foster growth and enhance operational efficiency. Her role in multiple high-impact projects showcases her adeptness at navigating complex business landscapes, while her commitment to innovative solutions underscores her relevance in today’s competitive market. An influential figure in forging strategic partnerships, Kelsey actively contributes to developing forward-thinking approaches that propel businesses toward sustainable success.
Kelsey G. Stevens has established a distinguished career as a versatile leader in corporate finance and entrepreneurship, known for driving transformative strategies within organizations. With extensive experience spanning both startup environments and established enterprises, she leverages her expertise to foster growth and enhance operational efficiency. Her role in multiple high-impact projects showcases her adeptness at navigating complex business landscapes, while her commitment to innovative solutions underscores her relevance in today’s competitive market. An influential figure in forging strategic partnerships, Kelsey actively contributes to developing forward-thinking approaches that propel businesses toward sustainable success.
Investment Philosophy & Strategy
Opportunity-driven investing is a hallmark of Kelsey G. Stevens' approach, as she thrives in identifying and capitalizing on emerging trends across various sectors. Her rich background in corporate finance empowers her to navigate market dynamics effectively while optimizing operational capabilities within firms. Focused on scalable innovations, she consistently seeks out businesses poised for significant growth or strategic pivots that align with evolving consumer demands. By forming synergistic partnerships, she enhances portfolio value through collaborative ventures aimed at fostering long-term sustainability.
Opportunity-driven investing is a hallmark of Kelsey G. Stevens' approach, as she thrives in identifying and capitalizing on emerging trends across various sectors. Her rich background in corporate finance empowers her to navigate market dynamics effectively while optimizing operational capabilities within firms. Focused on scalable innovations, she consistently seeks out businesses poised for significant growth or strategic pivots that align with evolving consumer demands. By forming synergistic partnerships, she enhances portfolio value through collaborative ventures aimed at fostering long-term sustainability.
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:
36.05%
Gain -0.09%
Monthly
0.21%
Yearly
2.58%
Drawdown
16.77%
$100.35M
Equity
Holdings
$100.35M
Investment
$50.13M
$50.23M
Profit -$95,286.17
Realized
-$0
Unrealized
$50.23M
Dividends
$25.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$95,286.17
Win %
63%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$974,090.52
Win %
63%
This Month
Compared to last month
Gain
0.98%
Profit
$973,949.9
Win %
63%
This Year
Compared to last year
Gain
2.41%
Profit
$2.36M
Win %
63%
BMY Bristol-Myers Squibb Company
+4.61%
+$32,258.97 
DG Dollar General Corporation
+3.95%
+$421,554.9 
MRK Merck & Co., Inc.
+3.8%
+$32,615.71 
GSK GSK plc Sponsored ADR
+3.46%
+$4,300.8 
DOW Dow Inc.
+2.38%
+$20,098.76 
JNJ Johnson & Johnson
+2.13%
+$42,400 
MCK McKesson Corporation
+1.53%
+$140,245.53 
KMB Kimberly-Clark Corporation
+1.14%
+$4,196.03 
MCD McDonald's Corporation
+1.06%
+$29,499.88 
CAG Conagra Brands Inc.
+1.02%
+$1,700.06 
HIG The Hartford Insurance Group, Inc.
+0.59%
+$3,157.04 
BP BP p.l.c. Sponsored ADR
+0.58%
+$3,636.08 
PPG PPG Industries Inc.
+0.31%
+$2,640 
WFC Wells Fargo & Company
+0.2%
+$34,118.08 
GCI Gannett Co., Inc.
0%
$0 
RAD Rite Aid Corporation
0%
$0 
FSTIX Federated Hermes Short‑Term Income Fund Service Shares
0%
$0 0094
00949T100
0%
$0 6070
607059102
0%
$0 9029
902973106
0%
$0 ONE
ONE
0%
$0 BLS
BLS
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 1616
16161A108
0%
$0 SGP
SGP
0%
$0 PDG
PDG
0%
$0 S
S
0%
$0 STI
STI
0%
$0 SWY
SWY
0%
$0 0309
030954101
0%
$0 LU
LU
0%
$0 5844
58440J104
0%
$0 9127
91273H101
0%
$0 9344
934488107
0%
$0 0865
08658U101
0%
$0 8816
881694103
0%
$0 2397
239753106
0%
$0 QQQQ
QQQQ
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 HPQ
HPQ
0%
$0 1667
166751107
0%
$0 3623
362320103
0%
$0 6040
604059105
0%
$0 ATF
ATF
0%
$0 6657
665772109
0%
$0 NTHW
NTHWQ
0%
$0 2944
29444G107
0%
$0 
CSC Computer Sciences Corp.
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 3141
314184102
0%
$0 8678
867833105
0%
$0 2330
233000009
0%
$0 
BHE Benchmark Electronics Inc.
-5.56%
-$565,499.61 
XRX Xerox Holdings Corporation
-4.93%
-$1,083.85 
INTC Intel Corporation
-4.56%
-$80,668 
NWL Newell Brands Inc.
-2.15%
-$638.76 
C Citigroup Inc.
-1.81%
-$4,400.48 
MSFT Microsoft Corp.
-1.8%
-$48,800 
TNC Tennant Company
-1.63%
-$98,536 
IBM International Business Machines Corporation
-1.26%
-$49,954.03 
GM General Motors Company
-1.13%
-$7,346.33 
DD DuPont de Nemours, Inc.
-0.83%
-$5,194.23 
FHYTX Federated Hermes Opportunistic High Yield Bond Fund - SS Shares
-0.48%
-$408.12 
GE General Electric Company
-0.2%
-$5,178.67 Events
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Dividends
Dividend Analysis
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No Data
| Trades 68 | Longs Won 17/68 25% | Profit Factor 12.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.4M |
| Average Win $3.22M | Best Trade (Oct 14) $12.69M | Sharpe Ratio 0 |
| Average Loss -$88,755.67 | Worst Trade (Oct 14) -$2.89M | Z-Score -2.95 (100%) |
| Commissions $0 | Avg. Trade Length 27y 3m 3w 2d | Expectancy $738,638.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.34% | 6.87% |
| Consecutive Losing Trades | 1,131 | 1,018 | 905 | 792 | 679 | 566 | 452 | 339 | 226 | 113 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 14,735 | $822,000 | $822,000 | - | - | - | 0.0 |
| 0094 00949T100 | 2,096 | $226,000 | $226,000 | - | - | - | 0.0 |
| 0266 026609107 | 11,700 | $671,000 | $671,000 | - | - | - | 0.0 |
| 0309 030954101 | 6,520 | $479,000 | $479,000 | - | - | - | 0.0 |
| 0778 077853109 | 7,804 | $510,000 | $510,000 | - | - | - | 0.0 |
| 0865 08658U101 | 4,500 | $223,000 | $223,000 | - | - | - | 0.0 |
| 1616 16161A108 | 6,408 | $554,000 | $554,000 | - | - | - | 0.0 |
| 1667 166751107 | 14,300 | $1.36M | $1.36M | - | - | - | 0.0 |
| 2330 233000009 | 89 | $388,000 | $388,000 | - | - | - | 0.0 |
| 2397 239753106 | 5,800 | $377,000 | $377,000 | - | - | - | 0.0 |
| 2944 29444G107 | 4,875 | $327,000 | $327,000 | - | - | - | 0.0 |
| 3022 302290101 | 29,949 | $2.31M | $2.31M | - | - | - | 0.0 |
| 3141 314184102 | 19,475 | $214,000 | $214,000 | - | - | - | 0.0 |
| 3453 345370100 | 7,452 | $421,000 | $421,000 | - | - | - | 0.0 |
| 3623 362320103 | 6,100 | $461,000 | $461,000 | - | - | - | 0.0 |
| 5844 58440J104 | 2,712 | $202,000 | $202,000 | - | - | - | 0.0 |
| 6040 604059105 | 3,000 | $261,000 | $261,000 | - | - | - | 0.0 |
| 6070 607059102 | 6,788 | $670,000 | $670,000 | - | - | - | 0.0 |
| 6657 665772109 | 36,288 | $877,000 | $877,000 | - | - | - | 0.0 |
| 8678 867833105 | 10,321 | $4,000 | $4,000 | - | - | - | 0.0 |
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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 Kelsey G. Stevens?
The largest contributions to the portfolio's profits come from the following stocks: Wells Fargo & Company - $5.72M, General Electric Company - $4.91M, Citigroup Inc - $2.29M, Dollar General Corporation - $1.67M, and International Business Machines Corporation - $1.64M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kelsey G. Stevens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.04M earned over time. The largest contributors to dividend income include Wells Fargo & Company - $5.72M, General Electric Company - $4.91M, Citigroup Inc - $2.29M, Dollar General Corporation - $1.67M, and International Business Machines Corporation - $1.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kelsey G. Stevens's monthly returns?
Kelsey G. Stevens'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 Kelsey G. Stevens's strategy be considered aggressive or moderate?
Kelsey G. Stevens's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kelsey G. Stevens's strategy?
Kelsey G. Stevens'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.
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