KS

Kimberlyann Smith Portfolio

Invests via CENTRAL BANK & TRUST Co. | Managed by Kimberlyann Smith
Invests via CENTRAL BANK & TRUST Co.
Managed by Kimberlyann Smith
Automatically Tracked
Tracking: 0 Updated: 21 hours ago
Kimberlyann Smith Profile

With a strong foundation in digital marketing and brand strategy, Kimberlyann Smith is a prominent figure in the entrepreneurial landscape. Known for her innovative approach to customer engagement, she has successfully founded and scaled several startups focused on enhancing user experience through technology-driven solutions. Her leadership style emphasizes collaborative growth, enabling teams to achieve exceptional performance while nurturing creative potential. As an industry advocate, Kimberlyann plays a significant role in connecting emerging brands with key investors and resources within the capital markets space. Her insights into consumer behavior continue to influence market trends across various sectors.

With a strong foundation in digital marketing and brand strategy, Kimberlyann Smith is a prominent figure in the entrepreneurial landscape. Known for her innovative approach to customer engagement, she has successfully founded and scaled several startups focused on enhancing user experience through technology-driven solutions. Her leadership style emphasizes collaborative growth, enabling teams to achieve exceptional performance while nurturing creative potential. As an industry advocate, Kimberlyann plays a significant role in connecting emerging brands with key investors and resources within the capital markets space. Her insights into consumer behavior continue to influence market trends across various sectors.

Investment Philosophy & Strategy

In a rapidly evolving digital ecosystem, Kimberlyann Smith leverages her extensive experience in brand strategy to uncover unique market opportunities. Her approach is rooted in understanding consumer preferences and integrating innovative technology to enhance engagement and satisfaction. Through her entrepreneurial ventures, she focuses on creating solutions that not only meet current demands but also anticipate future trends. By prioritizing collaboration among diverse teams, she fosters an environment conducive to creative problem-solving while steering strategic direction toward scalable growth. A proponent of connecting startups with vital capital resources, her insights drive meaningful partnerships within the investment community.

In a rapidly evolving digital ecosystem, Kimberlyann Smith leverages her extensive experience in brand strategy to uncover unique market opportunities. Her approach is rooted in understanding consumer preferences and integrating innovative technology to enhance engagement and satisfaction. Through her entrepreneurial ventures, she focuses on creating solutions that not only meet current demands but also anticipate future trends. By prioritizing collaboration among diverse teams, she fosters an environment conducive to creative problem-solving while steering strategic direction toward scalable growth. A proponent of connecting startups with vital capital resources, her insights drive meaningful partnerships within the investment community.

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:
35.65%
Gain -0.05%
Monthly
0.29%
Yearly
3.59%
Drawdown
10.05%
$722.84M
Equity
Holdings
$722.84M
Investment
$307.1M
$415.74M
Profit -$334,351.1
Realized
-$0
Unrealized
$415.74M
Dividends
$106.29M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$334,351.1
Win %
75%
This Week
Compared To Last Week
Gain
0.46%
Profit
$3.32M
Win %
75%
This Month
Compared to last month
Gain
1.37%
Profit
$9.75M
Win %
75%
This Year
Compared to last year
Gain
8.06%
Profit
$53.9M
Win %
75%
Marathon Oil Corp logo
MRO Marathon Oil Corp
+247.61%
+$62,857.9
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+4.73%
+$2,857.6
Kroger Co. logo
KR Kroger Co.
+3.87%
+$11,280
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.8%
+$99,773.34
Target Corporation logo
TGT Target Corporation
+2.18%
+$179,412.8
Fannie Mae logo
FNMA Fannie Mae
+2.06%
+$263.55
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+1.55%
+$45,044.05
McKesson Corporation logo
MCK McKesson Corporation
+1.53%
+$23,504.02
Union Pacific Corporation logo
UNP Union Pacific Corporation
+1.44%
+$6,511.98
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.16%
+$33,160.05
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+1.14%
+$1,436.84
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+0.95%
+$2,144
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.92%
+$200
Apple Inc. logo
AAPL Apple Inc.
+0.49%
+$47,319.72
Dun & Bradstreet Holdings, Inc. logo
DNB Dun & Bradstreet Holdings, Inc.
+0.44%
+$10
The Walt Disney Company logo
DIS The Walt Disney Company
+0.38%
+$3,283.93
Abbott Laboratories logo
ABT Abbott Laboratories
+0.35%
+$2,644.22
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+0.14%
+$1,194.63
Deere & Company logo
DE Deere & Company
+0.06%
+$5,168
Vodafone Group Public Limited Company American Depositary Receipt logo
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.03%
+$87.64
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
0%
+$0.03
Alcoa Corporation logo
AA Alcoa Corporation
0%
$0
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
0%
-$0.24
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
0%
$0
Advanced Energy Industries Inc. logo
AEIS Advanced Energy Industries Inc.
0%
$0
Aegon N.V. logo
AEG Aegon N.V.
0%
$0
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
0%
$0
AES Corporation logo
AES AES Corporation
0%
$0
Aflac Inc. logo
AFL Aflac Inc.
0%
$0
American International Group Inc. logo
AIG American International Group Inc.
0%
$0
Allstate Corporation logo
ALL Allstate Corporation
0%
-$0.01
Amgen Inc. logo
AMGN Amgen Inc.
0%
$0
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
0%
+$0.01
APA Corporation logo
APA APA Corporation
0%
$0
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
0%
$0
Avnet Inc. logo
AVT Avnet Inc.
0%
$0
American Express Company logo
AXP American Express Company
0%
$0
Axa S.A. Sponsored ADR logo
AXAHY Axa S.A. Sponsored ADR
0%
$0
AutoZone Inc. logo
AZO AutoZone Inc.
0%
+$0.01
Bank of America Corporation logo
BAC Bank of America Corporation
0%
$0
Baxter International Inc. logo
BAX Baxter International Inc.
0%
$0
The Bank of New York Mellon Corporation logo
BK The Bank of New York Mellon Corporation
0%
$0
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
0%
$0
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
0%
$0
Anheuser-Busch InBev S.A. ADR logo
BUD Anheuser-Busch InBev S.A. ADR
0%
$0
Citigroup Inc. logo
C Citigroup Inc.
0%
$0
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
0%
$0
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
0%
$0
EGR Exploration Ltd. logo
CDNMF EGR Exploration Ltd.
0%
$0
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
0%
$0
Celestica Inc. logo
CLS Celestica Inc.
0%
$0
CMS Energy Corporation logo
CMS CMS Energy Corporation
0%
$0
Cencora, Inc. logo
COR Cencora, Inc.
0%
-$1.13
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
0%
$0
The Campbell's Company logo
CPB The Campbell's Company
0%
$0
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
0%
$0
CSX Corporation logo
CSX CSX Corporation
0%
$0
Community Trust Bancorp Inc. logo
CTBI Community Trust Bancorp Inc.
0%
$0
Chevron Corporation logo
CVX Chevron Corporation
0%
$0
CVS Health Corporation logo
CVS CVS Health Corporation
0%
$0
California Water Service Group logo
CWT California Water Service Group
0%
$0
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
0%
$0
DIEBOLD NIXDORF INC logo
DBDQQ DIEBOLD NIXDORF INC
0%
$0
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
0%
$0
D.R. Horton, Inc. logo
DHI D.R. Horton, Inc.
0%
$0
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
0%
$0
Dollar General Corporation logo
DG Dollar General Corporation
0%
$0
Dollar Tree, Inc. logo
DLTR Dollar Tree, Inc.
0%
$0
Dow Inc. logo
DOW Dow Inc.
0%
$0
Dover Corporation logo
DOV Dover Corporation
0%
$0
DTE Energy Company logo
DTE DTE Energy Company
0%
$0
Duke Energy Corporation logo
DUK Duke Energy Corporation
0%
$0
Devon Energy Corporation logo
DVN Devon Energy Corporation
0%
$0
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
0%
$0
Emerson Electric Co. logo
EMR Emerson Electric Co.
0%
$0
Expeditors International of Washington, Inc. logo
EXPD Expeditors International of Washington, Inc.
0%
-$0.59
Exelon Corporation logo
EXC Exelon Corporation
0%
$0
Ford Motor Company logo
F Ford Motor Company
0%
$0
Franklin Electric Co., Inc. logo
FELE Franklin Electric Co., Inc.
0%
-$0.02
FirstEnergy Corp. logo
FE FirstEnergy Corp.
0%
$0
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
0%
$0
Freddie Mac logo
FMCC Freddie Mac
0%
$0
Flowers Foods, Inc. logo
FLO Flowers Foods, Inc.
0%
$0
First Merchants Corporation logo
FRME First Merchants Corporation
0%
$0
Gannett Co., Inc. logo
GCI Gannett Co., Inc.
0%
$0
General Dynamics Corporation logo
GD General Dynamics Corporation
0%
$0
General Electric Company logo
GE General Electric Company
0%
$0
General Mills, Inc. logo
GIS General Mills, Inc.
0%
$0
General Motors Company logo
GM General Motors Company
0%
$0
Corning Incorporated logo
GLW Corning Incorporated
0%
-$0.04
Genuine Parts Company logo
GPC Genuine Parts Company
0%
+$0.02
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
0%
$0
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
0%
$0
The Home Depot, Inc. logo
HD The Home Depot, Inc.
0%
+$0.19
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
0%
$0
Honeywell International Inc. logo
HON Honeywell International Inc.
0%
$0
The Hershey Company logo
HSY The Hershey Company
0%
+$0.01
Humana Inc. logo
HUM Humana Inc.
0%
$0
International Business Machines Corporation logo
IBM International Business Machines Corporation
0%
$0
Intel Corporation logo
INTC Intel Corporation
0%
$0
International Paper Company logo
IP International Paper Company
0%
$0
The Interpublic Group of Companies, Inc. logo
IPG The Interpublic Group of Companies, Inc.
0%
$0
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
0%
+$0.04
Johnson & Johnson logo
JNJ Johnson & Johnson
0%
$0
Kellanova Inc. logo
K Kellanova Inc.
0%
$0
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
0%
$0
The Coca-Cola Company logo
KO The Coca-Cola Company
0%
$0
Eli Lilly and Company logo
LLY Eli Lilly and Company
0%
+$0.01
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
0%
-$0.31
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
0%
$0
ManpowerGroup Inc. logo
MAN ManpowerGroup Inc.
0%
$0
Masco Corporation logo
MAS Masco Corporation
0%
$0
McDonald's Corporation logo
MCD McDonald's Corporation
0%
-$0.04
Moody's Corporation logo
MCO Moody's Corporation
0%
$0
Medtronic plc logo
MDT Medtronic plc
0%
$0
MetLife Inc. logo
MET MetLife Inc.
0%
$0
Morgan Stanley logo
MS Morgan Stanley
0%
$0
Microsoft Corp. logo
MSFT Microsoft Corp.
0%
+$0.99
MasTec, Inc. Common Stock logo
MTZ MasTec, Inc. Common Stock
0%
$0
Manitowoc Company Inc. logo
MTW Manitowoc Company Inc.
0%
$0
Newmont Corporation logo
NEM Newmont Corporation
0%
$0
NiSource Inc. logo
NI NiSource Inc.
0%
$0
Nike, Inc. - Class B logo
NKE Nike, Inc. - Class B
0%
$0
Nokia Corporation Sponsored ADR logo
NOK Nokia Corporation Sponsored ADR
0%
$0
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
0%
$0
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
0%
+$0.02
Northern Trust Corporation logo
NTRS Northern Trust Corporation
0%
$0
Nucor Corporation logo
NUE Nucor Corporation
0%
$0
Newell Brands Inc. logo
NWL Newell Brands Inc.
0%
$0
Oge Energy Corp. logo
OGE Oge Energy Corp.
0%
$0
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
0%
$0
Otter Tail Corporation logo
OTTR Otter Tail Corporation
0%
$0
Occidental Petroleum Corporation logo
OXY Occidental Petroleum Corporation
0%
$0
Paychex Inc. logo
PAYX Paychex Inc.
0%
$0
Pitney Bowes Inc. logo
PBI Pitney Bowes Inc.
0%
$0
Principal Financial Group, Inc. logo
PFG Principal Financial Group, Inc.
0%
$0
Pfizer Inc. logo
PFE Pfizer Inc.
0%
$0
Procter & Gamble Co logo
PG Procter & Gamble Co
0%
-$0.92
Transocean Ltd. logo
RIG Transocean Ltd.
0%
$0
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
0%
+$0.05
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
0%
-$3.53
Royal Bank of Canada logo
RY Royal Bank of Canada
0%
$0
Banco Santander S.A. Sponsored ADR logo
SAN Banco Santander S.A. Sponsored ADR
0%
$0
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
0%
$0
Schlumberger Limited logo
SLB Schlumberger Limited
0%
$0
The Southern Company logo
SO The Southern Company
0%
$0
State Street Corp logo
STT State Street Corp
0%
$0
Stryker Corporation logo
SYK Stryker Corporation
0%
-$0.6
Sysco Corporation logo
SYY Sysco Corporation
0%
$0
Tenet Healthcare Corporation logo
THC Tenet Healthcare Corporation
0%
$0
Texas Instruments Inc logo
TXN Texas Instruments Inc
0%
+$0.17
U.S. Bancorp logo
USB U.S. Bancorp
0%
$0
Visteon Corporation logo
VC Visteon Corporation
0%
$0
Vulcan Materials Company logo
VMC Vulcan Materials Company
0%
$0
Viad Corp logo
VVI Viad Corp
0%
$0
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
0%
$0
Wells Fargo & Company logo
WFC Wells Fargo & Company
0%
$0
Waste Management, Inc. logo
WM Waste Management, Inc.
0%
$0
Walmart Inc. logo
WMT Walmart Inc.
0%
$0
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
0%
$0
Xcel Energy Inc. logo
XEL Xcel Energy Inc.
0%
$0
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
0%
+$0.12
Xerox Holdings Corporation logo
XRX Xerox Holdings Corporation
0%
$0
Zimmer Biomet Holdings, Inc. logo
ZBH Zimmer Biomet Holdings, Inc.
0%
$0
iShares MSCI Japan ETF logo
EWJ iShares MSCI Japan ETF
0%
$0
iShares Europe ETF logo
IEV iShares Europe ETF
0%
$0
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
0%
$0
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
0%
$0
iShares U.S. Telecommunications ETF logo
IYZ iShares U.S. Telecommunications ETF
0%
$0
iShares U.S. Basic Materials ETF logo
IYM iShares U.S. Basic Materials ETF
0%
$0
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
0%
$0
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
0%
+$0.85
Materials Select Sector SPDR Fund logo
XLB Materials Select Sector SPDR Fund
0%
$0
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
0%
$0
NCR Voyix Corp logo
VYX NCR Voyix Corp
0%
$0
Buckeye Partners LP logo
BPL Buckeye Partners LP
0%
$0
Cambrex Corp logo
CBM Cambrex Corp
0%
$0
United Technologies Corp logo
UTX United Technologies Corp
0%
$0
First Data Corp logo
FDC First Data Corp
0%
$0
Unilever NV logo
UN Unilever NV
0%
$0
0%
$0
Liberty Property Trust logo
LPT Liberty Property Trust
0%
$0
Mylan NV logo
MYL Mylan NV
0%
$0
Raytheon Co logo
RTN Raytheon Co
0%
$0
Arko Petroleum Corp. logo
APC Arko Petroleum Corp.
0%
$0
BR
BR
0%
$0
EKDK
EKDKQ
0%
$0
HLSH
HLSH
0%
$0
4418
441815107
0%
$0
LXK
LXK
0%
$0
TYC
TYC
0%
$0
ONE
ONE
0%
$0
GP
GP
0%
$0
PBG
PBG
0%
$0
BRCM
BRCM
0%
$0
RX
RX
0%
$0
2948
294821400
0%
$0
ACE
ACE
0%
$0
BLS
BLS
0%
$0
FBF
FBF
0%
$0
MOT
MOT
0%
$0
SBC
SBC
0%
$0
0019
001957109
0%
$0
4825
482584109
0%
$0
N
N
0%
$0
PCS
PCS
0%
$0
7171
71713U102
0%
$0
AWE
AWE
0%
$0
CCU
CCU
0%
$0
CAL
CAL
0%
$0
GSF
GSF
0%
$0
L
L
0%
$0
N209
N20935107
0%
$0
EP
EP
0%
$0
2003
200300200
0%
$0
DIA
DIA
0%
$0
KRB
KRB
0%
$0
SGP
SGP
0%
$0
WYE
WYE
0%
$0
S
S
0%
$0
0018
00184A105
0%
$0
CNXT
CNXT
0%
$0
WB
WB
0%
$0
ATH
ATH
0%
$0
RD
RD
0%
$0
SC
SC
0%
$0
NSM
NSM
0%
$0
SOTR
SOTR
0%
$0
TXU
TXU
0%
$0
WLP
WLP
0%
$0
MEL
MEL
0%
$0
MER
MER
0%
$0
AV
AV
0%
$0
S
S
0%
$0
HNZ
HNZ
0%
$0
NXTL
NXTL
0%
$0
PX
PX
0%
$0
VRTS
VRTSE
0%
$0
ALTR
ALTR
0%
$0
CIN
CIN
0%
$0
LPNT
LPNT
0%
$0
EDS
EDS
0%
$0
SVU
SVU
0%
$0
EMC
EMC
0%
$0
BNI
BNI
0%
$0
KFT
KFT
0%
$0
GG
GG
0%
$0
STI
STI
0%
$0
PTV
PTV
0%
$0
TLAB
TLAB
0%
$0
SWY
SWY
0%
$0
SONC
SONC
0%
$0
PLCM
PLCM
0%
$0
WAG
WAG
0%
$0
KE
KE
0%
$0
LU
LU
0%
$0
8089
808905103
0%
$0
GR
GR
0%
$0
ADCT
ADCT
0%
$0
PCL
PCL
0%
$0
0304
030411102
0%
$0
7093
709323109
0%
$0
MXO
MXO
0%
$0
7540
75409P202
0%
$0
4493
449370105
0%
$0
ADVP
ADVP
0%
$0
8258
825846108
0%
$0
DL
DL
0%
$0
CHIR
CHIR
0%
$0
TRI
TRI
0%
$0
PLL
PLL
0%
$0
AT
AT
0%
$0
FPL
FPL
0%
$0
WAMU
WAMUQ
0%
$0
WWY
WWY
0%
$0
COL
COL
0%
$0
PGN
PGN
0%
$0
ELN
ELN
0%
$0
FRX
FRX
0%
$0
CYT
CYT
0%
$0
TE
TE
0%
$0
7376
737679100
0%
$0
9470
947074100
0%
$0
0905
090597105
0%
$0
MEDI
MEDI
0%
$0
2470
247025109
0%
$0
SSCC
SSCCQ
0%
$0
DPHI
DPHIQ
0%
$0
QQQQ
QQQQ
0%
$0
AFC
AFC
0%
$0
LEHM
LEHMQ
0%
$0
SLE
SLE
0%
$0
G
G
0%
$0
JP
JP
0%
$0
1436
143658102
0%
$0
ARM
ARM
0%
$0
CPO
CPO
0%
$0
SRP
SRP
0%
$0
KSE
KSE
0%
$0
LAB
LAB
0%
$0
TRB
TRB
0%
$0
BEZ
BEZ
0%
$0
SCUR
SCUR
0%
$0
SCG
SCG
0%
$0
CBRI
CBRIQ
0%
$0
IMN
IMN
0%
$0
OSI
OSI
0%
$0
HOC
HOC
0%
$0
MOLX
MOLX
0%
$0
MYG
MYG
0%
$0
WL
WL
0%
$0
HPQ
HPQ
0%
$0
CB
CB
0%
$0
WEC
WEC
0%
$0
UPC
UPC
0%
$0
CGA
CGA
0%
$0
IRE
IRE
0%
$0
TCAH
TCAHQ
0%
$0
DCNA
DCNAQ
0%
$0
UDR
UDR
0%
$0
4780
478035108
0%
$0
SMT
SMT
0%
$0
7595
75952J108
0%
$0
EAS
EAS
0%
$0
FTN
FTN
0%
$0
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.1
CRXA
CRXA
0%
$0
7781
778162107
0%
$0
8708
870827102
0%
$0
FCTR
FCTR
0%
$0
PNY
PNY
0%
$0
4945
4945SC
0%
$0
2332
23329J104
0%
$0
VVC
VVC
0%
$0
JCI
JCI
0%
$0
TPP
TPP
0%
$0
FRS
FRS
0%
$0
4157
415781103
0%
$0
GOAM
GOAM
0%
$0
UBS
UBS
0%
$0
FFKT
FFKT
0%
$0
Putnam Managed Municipal Income Trust logo
PMM Putnam Managed Municipal Income Trust
0%
$0
Abrdn Asia-Pacific Income Fund Inc logo
FAX Abrdn Asia-Pacific Income Fund Inc
0%
$0
Nuveen Municipal Value Fund, Inc. logo
NUV Nuveen Municipal Value Fund, Inc.
0%
$0
2085
20854P109
0%
$0
LUMN
LUMN
0%
$0
COMS
COMS
0%
$0
EQT
EQT
0%
$0
7181
718154107
0%
$0
2082
208251504
0%
$0
BHH
BHH
0%
$0
3199
319961108
0%
$0
Q
Q
0%
$0
Berkshire Hathaway Inc. logo
BRK.B Berkshire Hathaway Inc.
-75.83%
-$1.06M
Sunworks Inc logo
SUNW Sunworks Inc
-73.21%
-$0.8
Stars Group Inc-The logo
TSG Stars Group Inc-The
-21.35%
-$1,067.36
Oracle Corporation logo
ORCL Oracle Corporation
-8.83%
-$458,081.8
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.79%
-$289,684.5
Caterpillar Inc. logo
CAT Caterpillar Inc.
-3.08%
-$30,702.03
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.4%
-$8,480
Harley-Davidson Inc. logo
HOG Harley-Davidson Inc.
-1.86%
-$154.53
Boeing Company logo
BA Boeing Company
-0.98%
-$4,576.83
Itt Inc. logo
ITT Itt Inc.
-0.94%
-$6,840.29
Sempra logo
SRE Sempra
-0.46%
-$566.2
Deutsche Telekom AG Sponsored ADR logo
DTEGY Deutsche Telekom AG Sponsored ADR
-0.25%
-$74.34
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
366
Longs Won
161/366 43%
Profit Factor
13.64
Profitability
Shorts Won
0/0 0%
Standard Deviation
$6.36M
Average Win
$2.79M
Best Trade
(Oct 15) $77.96M
Sharpe Ratio
0
Average Loss
-$160,503.68
Worst Trade
(Oct 15) -$14.83M
Z-Score
-2.11 (100%)
Commissions
$0
Avg. Trade Length
24y 3m 3w 2d
Expectancy
$1.14M
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% 1.42%
Consecutive Losing Trades 4,505 4,054 3,604 3,153 2,703 2,252 1,802 1,351 901 450
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
0018
00184A105
50,646 $14.2M $14.2M - - -
0.0
0019
001957109
12,380 $131,000 $131,000 - - -
0.0
0304
030411102
1,320 $57,000 $57,000 - - -
0.0
0905
090597105
500 $20,000 $20,000 - - -
0.0
1436
143658102
450 $12,000 $12,000 - - -
0.0
2003
200300200
610 $14,000 $14,000 - - -
0.0
2082
208251504
400 $11,000 $11,000 - - -
0.0
2085
20854P109
384 $8,000 $8,000 - - -
0.0
2332
23329J104
1,410 $19,000 $19,000 - - -
0.0
2470
247025109
76,500 $21.21M $21.21M - - -
0.0
2948
294821400
4,800 $6,000 $6,000 - - -
0.0
3199
319961108
500 $11,000 $11,000 - - -
0.0
4157
415781103
4,000 $46,000 $46,000 - - -
0.0
4418
441815107
1,245 $61,000 $61,000 - - -
0.0
4493
449370105
30 $1,000 $1,000 - - -
0.0
4780
478035108
19,910 $4.77M $4.77M - - -
0.0
4825
482584109
2,000 $2,000 $2,000 - - -
0.0
4945
4945SC
1,600 $50,000 $50,000 - - -
0.0
7093
709323109
324 $6,000 $6,000 - - -
0.0
7171
71713U102
2,850 $106,000 $106,000 - - -
0.0
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kimberlyann Smith?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $8.98M, SPDR S&P 500 ETF Trust - $8.57M, Procter & Gamble Co - $7.7M, Cencora, Inc - $4.9M, and Ross Stores, Inc - $4.32M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kimberlyann Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $106.29M earned over time. The largest contributors to dividend income include General Electric Company - $8.98M, SPDR S&P 500 ETF Trust - $8.57M, Procter & Gamble Co - $7.7M, Cencora, Inc - $4.9M, and Ross Stores, Inc - $4.32M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberlyann Smith's monthly returns?
Kimberlyann Smith'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 Kimberlyann Smith's strategy be considered aggressive or moderate?
Kimberlyann Smith's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kimberlyann Smith's strategy?
Kimberlyann Smith'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.
Account USV