Kathryn Miceli Portfolio
Invests via Kiely Wealth Advisory Group, Inc. | Managed by Kathryn Miceli
Invests via Kiely Wealth Advisory Group, Inc.
Managed by Kathryn Miceli
Automatically Tracked
Kathryn Miceli Profile
Seasoned credit and distressed-debt specialist with operational experience in alternative asset management and portfolio construction. Kathryn Miceli is a senior investment professional focused on event-driven and credit opportunities, combining trading and risk-management experience to source relative-value situations and distressed credits for institutional investors.
Seasoned credit and distressed-debt specialist with operational experience in alternative asset management and portfolio construction. Kathryn Miceli is a senior investment professional focused on event-driven and credit opportunities, combining trading and risk-management experience to source relative-value situations and distressed credits for institutional investors.
Investment Philosophy & Strategy
Combines opportunistic, event‑driven credit investing with disciplined risk management, targeting mispriced corporate and stressed-credit situations where identifiable catalysts enable recovery. Pursues relative‑value and distressed-debt positions across capital structures, allocating capital to idiosyncratic workouts, restructurings, and secondary trading opportunities with a medium-to-short-to-medium horizon driven by catalyst timelines. Emphasizes capital preservation through position-sizing, hedging and active liquidity management, employs selective leverage, and leverages operational insight to accelerate value realization and downside mitigation.
Combines opportunistic, event‑driven credit investing with disciplined risk management, targeting mispriced corporate and stressed-credit situations where identifiable catalysts enable recovery. Pursues relative‑value and distressed-debt positions across capital structures, allocating capital to idiosyncratic workouts, restructurings, and secondary trading opportunities with a medium-to-short-to-medium horizon driven by catalyst timelines. Emphasizes capital preservation through position-sizing, hedging and active liquidity management, employs selective leverage, and leverages operational insight to accelerate value realization and downside mitigation.
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:
17.34%
Gain -0.23%
Monthly
0.48%
Yearly
5.89%
Drawdown
8.84%
$171.8M
Equity
Holdings
$171.8M
Investment
$143.42M
$29.3M
Profit -$433,430.47
Realized
$925,995.39
Unrealized
$28.38M
Dividends
$13.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$433,430.47
Win %
76%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$370,699.82
Win %
76%
This Month
Compared to last month
Gain
1.1%
Profit
$1.86M
Win %
76%
This Year
Compared to last year
Gain
5.97%
Profit
$9.68M
Win %
76%
NKLA Nikola Corporation
+66.67%
+$0.11 
PARA Paramount Global
+4.58%
+$2.46 
COP ConocoPhillips
+2.5%
+$355 
RTX RTX Corporation
+2.31%
+$1,188 
CCI Crown Castle Inc.
+2.25%
+$253.8 
PEP PepsiCo, Inc.
+2.1%
+$8,197.2 
PM Philip Morris International Inc.
+2.08%
+$2,397.44 
AEP American Electric Power Company, Inc.
+1.96%
+$187.88 
PEG Public Service Enterprise Group Incorporated
+1.94%
+$1,709.52 
CVX Chevron Corporation
+1.89%
+$1,840.38 
CMCSA Comcast Corp
+1.87%
+$760.16 
TJX The TJX Companies, Inc.
+1.83%
+$177.55 
EXC Exelon Corporation
+1.79%
+$250.8 
NUE Nucor Corporation
+1.76%
+$134.7 
XLE Energy Select Sector SPDR Fund
+1.76%
+$650.52 
MDLZ Mondelez International, Inc.
+1.73%
+$3,139.2 
DUK Duke Energy Corporation
+1.62%
+$6,963.44 
PNW Pinnacle West Capital Corporation
+1.57%
+$119.62 
AZO AutoZone Inc.
+1.55%
+$7,849.05 
MGA Magna International Inc.
+1.55%
+$54.59 
ED Consolidated Edison, Inc.
+1.53%
+$60.66 
DNP DNP Select Income Fund Inc.
+1.52%
+$69 
C Citigroup Inc.
+1.52%
+$93.5 
HE Hawaiian Electric Industries Inc.
+1.47%
+$12.5 
JPM JPMorgan Chase & Co.
+1.46%
+$10,655.31 
XOM Exxon Mobil Corporation
+1.45%
+$2,352.05 
VTWV Vanguard Russell 2000 Value Index Fund
+1.45%
+$7,219.24 
ET Energy Transfer L.P.
+1.43%
+$3,665.67 
KO The Coca-Cola Company
+1.39%
+$689.92 
MFM MFS Municipal Income Trust
+1.38%
+$77.79 
VTRS Viatris Inc.
+1.37%
+$47.75 
WFC Wells Fargo & Company
+1.37%
+$227 
LHX L3Harris Technologies, Inc.
+1.37%
+$1,332.45 
OTIS Otis Worldwide Corporation
+1.33%
+$144.76 
VAC Marriott Vacations Worldwide Corporation
+1.31%
+$66.37 
COST Costco Wholesale Corporation
+1.3%
+$1,102.58 
MO Altria Group, Inc.
+1.27%
+$390.1 
LIN Linde plc
+1.23%
+$320.65 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$3,918.7 
NEE NextEra Energy, Inc.
+1.22%
+$883.94 
TFC Truist Financial Corporation
+1.21%
+$454.26 
NXPI NXP Semiconductors N.V.
+1.21%
+$47.6 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$372.69 
MAR Marriott International Inc. - Class A
+1.2%
+$2,187.8 
DOV Dover Corporation
+1.19%
+$2,300 
SRE Sempra
+1.15%
+$73.32 
TFX Teleflex Incorporated
+1.15%
+$35.28 
AWK American Water Works Company, Inc.
+1.14%
+$50.16 
MRK Merck & Co., Inc.
+1.13%
+$984 
PGR Progressive Corporation
+1.11%
+$1,037.68 
DEO Diageo plc Sponsored ADR
+1.05%
+$81.18 
ZTS Zoetis Inc.
+1.05%
+$69.7 
AON Aon plc
+1.03%
+$20.72 
HD The Home Depot, Inc.
+0.99%
+$2,263.11 
VZ Verizon Communications Inc.
+0.98%
+$882.62 
O Realty Income Corporation
+0.97%
+$77.22 
TXN Texas Instruments Inc
+0.97%
+$729 
PG Procter & Gamble Co
+0.96%
+$2,739.12 
SYK Stryker Corporation
+0.96%
+$2,444.69 
ACN Accenture plc Class A
+0.94%
+$116.6 
LOW Lowe's Companies Inc.
+0.94%
+$2,815.2 
CARR Carrier Global Corporation
+0.91%
+$154 
LLY Eli Lilly and Company
+0.9%
+$3,927 
BLK BlackRock, Inc.
+0.89%
+$4,569.11 
HON Honeywell International Inc.
+0.88%
+$16.68 
DHS WisdomTree U.S. High Dividend Fund
+0.87%
+$130.65 
AAPL Apple Inc.
+0.85%
+$6,811.94 
MKL Markel Group Inc.
+0.82%
+$44.76 
HIG The Hartford Insurance Group, Inc.
+0.8%
+$1.06 
L Loews Corporation
+0.8%
+$208.8 
NKE Nike, Inc. - Class B
+0.79%
+$719.21 
CL Colgate-Palmolive Company
+0.79%
+$292 
RIO Rio Tinto Plc Sponsored ADR
+0.78%
+$30.1 
TMP Tompkins Financial Corporation
+0.74%
+$2,788.56 
ESNT Essent Group Ltd.
+0.74%
+$62.04 
DOW Dow Inc.
+0.72%
+$46.23 
ITW Illinois Tool Works Inc.
+0.72%
+$84.5 
ABBV AbbVie Inc.
+0.72%
+$69.02 
PTEU Pacer Trendpilot European ETF
+0.7%
+$481.5 
CTVA Corteva Inc.
+0.7%
+$45.36 
SJM The J.M. Smucker Company
+0.7%
+$9.68 
DVY iShares Select Dividend ETF
+0.7%
+$2,044.9 
BNY BlackRock New York Municipal Income Trust
+0.69%
+$1,850.24 
DIS The Walt Disney Company
+0.63%
+$1,368.5 
JNJ Johnson & Johnson
+0.59%
+$2,761.5 
V Visa Inc. Class A
+0.59%
+$644.87 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$5,947.19 
T AT&T Inc.
+0.57%
+$56.16 
BAC Bank of America Corporation
+0.57%
+$398.55 
WMT Walmart Inc.
+0.56%
+$1,881 
NVS Novartis AG Sponsored ADR
+0.53%
+$665.6 
KMB Kimberly-Clark Corporation
+0.5%
+$147 
FNDF Schwab Fundamental International Large Company Index ETF
+0.5%
+$76.41 
SCHH Schwab U.S. REIT ETF
+0.49%
+$9.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.49%
+$34.5 
PFE Pfizer Inc.
+0.48%
+$215.46 
AXP American Express Company
+0.47%
+$894 
ATR AptarGroup, Inc.
+0.47%
+$23.2 
IYF iShares U.S. Financials ETF
+0.45%
+$69 
XLF Financial Select Sector SPDR Fund
+0.42%
+$69 
ZION Zions Bancorporation, National Association
+0.39%
+$36.75 
IYG iShares U.S. Financial Services ETF
+0.37%
+$9.18 
AYI Acuity Brands Inc.
+0.37%
+$18.79 
VNQ Vanguard Real Estate ETF
+0.35%
+$29.44 
ADP Automatic Data Processing Inc.
+0.34%
+$100.88 
CME CME Group Inc.
+0.34%
+$1,358.01 
DON WisdomTree U.S. MidCap Dividend Fund
+0.33%
+$5,419.76 
MGV Vanguard Mega Cap Value ETF
+0.33%
+$48.4 
TSCO Tractor Supply Company
+0.33%
+$110 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$1,692.08 
ADC Agree Realty Corporation
+0.31%
+$97.37 
VTV Vanguard Value ETF
+0.3%
+$172.04 
VGK Vanguard FTSE Europe ETF
+0.3%
+$33.8 
RWR SPDR Dow Jones REIT ETF
+0.28%
+$30 
AMGN Amgen Inc.
+0.28%
+$1,913.88 
VOE Vanguard Mid-Cap Value ETF
+0.28%
+$2,041.35 
VNT Vontier Corporation
+0.27%
+$1.53 
ICE Intercontinental Exchange, Inc.
+0.27%
+$10.5 
MCD McDonald's Corporation
+0.25%
+$189.42 
GGG Graco Inc.
+0.24%
+$10.8 
FNDC Schwab Fundamental International Small Company Index ETF
+0.24%
+$23.64 
IEFA iShares Core MSCI EAFE ETF
+0.24%
+$94.3 
TEL TE Connectivity plc
+0.21%
+$14.69 
WM Waste Management, Inc.
+0.2%
+$33.75 
RPV Invesco S&P 500 Pure Value ETF
+0.2%
+$17.52 
AER AerCap Holdings N.V.
+0.2%
+$19.43 
WRB W.R. Berkley Corporation
+0.19%
+$81.2 
BA Boeing Company
+0.18%
+$69.3 
BIIB Biogen Inc.
+0.18%
+$106.21 
EFA iShares MSCI EAFE ETF
+0.18%
+$49.02 
VRSK Verisk Analytics Inc.
+0.14%
+$12.15 
DOC Healthpeak Properties, Inc.
+0.13%
+$10 
CPRT Copart Inc.
+0.13%
+$7.56 
SBUX Starbucks Corporation
+0.12%
+$97.56 
VOOV Vanguard S&P 500 Value ETF
+0.12%
+$3,259.2 
WEX Wex Inc.
+0.12%
+$5.28 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$180.69 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$724.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$35.2 
QGEN QIAGEN N.V.
+0.11%
+$3.88 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$176.28 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.08%
+$1.3 
SPIP SPDR Portfolio TIPS ETF
+0.06%
+$5.89 
ABT Abbott Laboratories
+0.06%
+$1.98 
RXI iShares Global Consumer Discretionary ETF
+0.05%
+$4.19 
IEX IDEX Corporation
+0.04%
+$5.3 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$503.68 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$2.5 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$25.5 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$8,721.3 
BMY Bristol-Myers Squibb Company
+0.02%
+$3.44 
BSX Boston Scientific Corporation
+0.01%
+$0.25 
MA Mastercard Incorporated
+0.01%
+$2.4 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$0.86 
ANSS Ansys, Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
INGN Inogen Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
+$19.81 AZN
AZN
0%
$0 6397
63974H204
0%
$0 
NBIS Nebius Group N.V.
-9.85%
-$1,650.95 
PANW Palo Alto Networks, Inc.
-7.76%
-$4,312.5 
RNG RingCentral Inc.
-4.79%
-$68.94 
INTC Intel Corporation
-3.92%
-$20,719.6 
ORCL Oracle Corporation
-3.71%
-$7,485 
NICE Nice Ltd. Sponsored ADR
-3.62%
-$95.56 
JKHY Jack Henry & Associates, Inc.
-3.53%
-$104.88 
JBHT J.B. Hunt Transport Services, Inc.
-3.21%
-$301.73 
AVGO Broadcom Inc.
-3.06%
-$841.6 
NFLX Netflix, Inc.
-2.67%
-$659.6 
ADBE Adobe Inc.
-2.67%
-$295.68 
SOLV Solventum Corporation
-2.61%
-$52.67 
META Meta Platforms Inc Class A
-2.56%
-$2,755.02 
RYT Invesco S&P 500 Equal Weight ETF
-2.51%
-$823.28 
HPQ HP Inc.
-2.51%
-$25.57 
BIO Bio-Rad Laboratories Inc.
-2.48%
-$90.4 
RPG Invesco S&P 500 Pure Growth ETF
-2.12%
-$862.75 
INTU Intuit Inc.
-2.1%
-$193.9 
SCHW Charles Schwab Corporation
-1.98%
-$9,932.99 
VBK Vanguard Small-Cap Growth ETF
-1.94%
-$6,522.45 
MSFT Microsoft Corp.
-1.92%
-$61,670.1 
MTUM iShares MSCI USA Momentum Factor ETF
-1.9%
-$13,655.48 
IWP iShares Russell Mid-Cap Growth ETF
-1.89%
-$800.8 
VGT Vanguard Information Technology ETF
-1.87%
-$4,598.32 
VTWG Vanguard Russell 2000 Growth ETF
-1.8%
-$6,794.81 
SHOP Shopify Inc.
-1.79%
-$255.2 
CSCO Cisco Systems, Inc.
-1.71%
-$11,323.24 
GOOGL Alphabet Inc
-1.69%
-$13,711.2 
GOOG Alphabet Inc
-1.59%
-$12,846.6 
AIA iShares Asia 50 ETF
-1.57%
-$1,518.4 
CDW CDW Corporation
-1.57%
-$162.14 
IT Gartner Inc.
-1.56%
-$71.39 
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$55,890 
TSLA Tesla, Inc.
-1.54%
-$1,333.62 
ETN Eaton Corporation plc
-1.53%
-$105.06 
EBAY eBay Inc.
-1.53%
-$1,504 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.47%
-$17.5 
FDS FactSet Research Systems Inc.
-1.44%
-$47.85 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$10,029.33 
SBH Sally Beauty Holdings Inc.
-1.43%
-$26.95 
MGK Vanguard Mega Cap Growth ETF
-1.42%
-$1,748.85 
BST BlackRock Science and Technology Trust
-1.42%
-$138.69 
EL The Estée Lauder Companies Inc. Class A
-1.41%
-$49.99 
DAL Delta Air Lines, Inc.
-1.39%
-$119.35 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$405.72 
VXF Vanguard Extended Market ETF
-1.36%
-$255.15 
CNC Centene Corporation
-1.33%
-$20.68 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$3,075.6 
CHKP Check Point Software Technologies Ltd.
-1.3%
-$91.29 
MPT Medical Properties Trust, Inc.
-1.29%
-$4 
MPWR Monolithic Power Systems, Inc.
-1.23%
-$847.55 
VUG Vanguard Growth ETF
-1.21%
-$542.82 
UNH UnitedHealth Group Incorporated
-1.21%
-$786.4 
FICO Fair Isaac Corporation
-1.2%
-$166.32 
IWM iShares Russell 2000 ETF
-1.18%
-$2,258.74 
VOOG Vanguard S&P 500 Growth ETF
-1.17%
-$4,836 
EEM iShares MSCI Emerging Markets ETF
-1.17%
-$1,065.35 
VTWO Vanguard Russell 2000 ETF
-1.16%
-$69,035.43 
IEMG iShares Core MSCI Emerging Markets ETF
-1.12%
-$538.12 
TGT Target Corporation
-1.1%
-$1,819.96 
AMZN Amazon.com Inc
-1.09%
-$15,289.94 
MORN Morningstar, Inc.
-1.09%
-$45.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$229.46 
SCHA Schwab U.S. Small-Cap ETF
-1.08%
-$183.4 
UBER Uber Technologies, Inc.
-1.03%
-$27.93 
FIS Fidelity National Information Services, Inc.
-1.02%
-$28.49 
VWO Vanguard FTSE Emerging Markets ETF
-0.99%
-$1,160.06 
VB Vanguard Small-Cap ETF
-0.95%
-$5,910.45 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.94%
-$52 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.91%
-$2,229.32 
CEG Constellation Energy Corporation
-0.84%
-$382.63 
TRU TransUnion
-0.8%
-$58.41 
ALGN Align Technology, Inc.
-0.72%
-$37.8 
MDT Medtronic plc
-0.7%
-$134 
FDX FedEx Corporation
-0.68%
-$202 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$1,704.3 
IBM International Business Machines Corporation
-0.67%
-$1,178.44 
EMR Emerson Electric Co.
-0.64%
-$34.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$1,180.66 
PRU Prudential Financial, Inc.
-0.63%
-$52.56 
CHE Chemed Corporation
-0.61%
-$18.93 
SYY Sysco Corporation
-0.6%
-$36.75 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$1,294.4 
PTLC Pacer Trendpilot US Large Cap ETF
-0.58%
-$978.25 
COLM Columbia Sportswear Company
-0.57%
-$10.85 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.57%
-$79.54 
IVV iShares Core S&P 500 ETF
-0.57%
-$705.96 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$1,686.29 
VOO Vanguard S&P 500 ETF
-0.56%
-$56,091.74 
IJH iShares Core S&P Mid-Cap ETF
-0.55%
-$501.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.52%
-$415.31 
GILD Gilead Sciences Inc.
-0.51%
-$21.73 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.51%
-$49.21 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.49%
-$94.92 
FELC Fidelity Enhanced Large Cap Core ETF
-0.48%
-$847.35 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$2,859.57 
KD Kyndryl Holdings Inc.
-0.46%
-$5.7 
BKNG Booking Holdings Inc.
-0.45%
-$18.75 
ISD PGIM High Yield Bond Fund, Inc.
-0.43%
-$18.55 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-0.43%
-$26.61 
MMM 3M Company
-0.42%
-$65.55 
UHS Universal Health Services, Inc.
-0.41%
-$608 
DHR Danaher Corporation
-0.39%
-$86.4 
PAXS PIMCO Access Income Fund
-0.38%
-$12.65 
VO Vanguard Mid-Cap ETF
-0.37%
-$58,522.8 
PHK PIMCO High Income Fund
-0.37%
-$2.4 
VLTO Veralto Corporation
-0.37%
-$11.84 
DSL DoubleLine Income Solutions Fund
-0.36%
-$59.57 
BLKB Blackbaud Inc.
-0.35%
-$563.58 
CSX CSX Corporation
-0.32%
-$162.75 
GS The Goldman Sachs Group, Inc.
-0.32%
-$70.5 
SEIC SEI Investments Company
-0.31%
-$24.15 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$22.01 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.28%
-$4 
GLD SPDR Gold Shares
-0.28%
-$22.26 
CSL Carlisle Companies Inc.
-0.27%
-$33.67 
IAU iShares Gold Trust
-0.27%
-$1,634.01 
WAB Wabtec Corporation
-0.27%
-$13.01 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$435.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.26%
-$439.46 
AHR American Healthcare REIT, Inc.
-0.26%
-$274.32 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.24%
-$18,247.6 
LGIH LGI Homes Inc.
-0.24%
-$9.98 
IJS iShares S&P Small-Cap 600 Value ETF
-0.23%
-$581.33 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.23%
-$28.56 
RSP Invesco S&P 500 Equal Weight ETF
-0.23%
-$60,962.86 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.22%
-$10.2 
CC Chemours Co.
-0.19%
-$9.47 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$263.9 
ANIP Ani Pharmaceuticals Inc.
-0.17%
-$0.12 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$11.31 
CP Canadian Pacific Kansas City Limited
-0.15%
-$13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$92.82 
PRF Invesco FTSE RAFI US 1000 ETF
-0.12%
-$4.2 
PACH Pioneer Acquisition I Corp
-0.1%
-$0.58 
FTV Fortive Corporation
-0.09%
-$2.85 
DD DuPont de Nemours, Inc.
-0.07%
-$31.02 
TECH Bio-Techne Corporation
-0.06%
-$47.16 
RSG Republic Services, Inc.
-0.04%
-$20 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$274.63 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.04%
-$105.19 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$2.52 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$1.71 
TDY Teledyne Technologies Incorporated
-0.01%
-$0.68 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$438.51 
VIS Vanguard Industrials ETF
-0.01%
-$2.56 
CAT Caterpillar Inc.
0%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 539 | Longs Won 400/539 74% | Profit Factor 24.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $373,991.46 |
| Average Win $76,374.78 | Best Trade (Oct 16) $6.75M | Sharpe Ratio -22.33 |
| Average Loss -$8,975.69 | Worst Trade (Oct 15) -$316,251.45 | Z-Score 18.96 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4w 1d | Expectancy $54,364.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6397 63974H204 | 1,476 | $55,999 | $55,999 | - | - | - | 0.0 |
| AAPL Apple Inc. | 2,353 | $457,800 | $811,537.93 | - | $353,737.93 | 77.27% | +0.846% |
| ABBV AbbVie Inc. | 34 | $5,831.68 | $9,704.62 | - | $3,872.94 | 66.41% | +0.716% |
| ABT Abbott Laboratories | 33 | $3,429.03 | $3,456.42 | - | $27.39 | 0.8% | +0.057% |
| ACN Accenture plc Class A | 55 | $18,420.03 | $12,487.2 | - | -$5,932.83 | -32.21% | +0.943% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 13 | $1,322 | $1,655.42 | - | $333.42 | 25.22% | +0.079% |
| ADBE Adobe Inc. | 44 | $27,363 | $10,777.8 | - | -$16,585.2 | -60.61% | -2.67% |
| ADC Agree Realty Corporation | 475 | $29,901.25 | $31,713.37 | - | $1,812.12 | 6.06% | +0.308% |
| ADP Automatic Data Processing Inc. | 104 | $24,823.76 | $29,808.48 | - | $4,984.72 | 20.08% | +0.34% |
| AEP American Electric Power Company, Inc. | 77 | $6,010 | $9,758.21 | - | $3,748.21 | 62.37% | +1.963% |
| AER AerCap Holdings N.V. | 67 | $5,227 | $9,796.07 | - | $4,569.07 | 87.41% | +0.199% |
| AGG iShares Core U.S. Aggregate Bond ETF | 663 | $65,773 | $63,164.01 | - | -$2,608.99 | -3.97% | -0.147% |
| AHR American Healthcare REIT, Inc. | 2,032 | $29,687.52 | $107,442 | - | $77,754.48 | 261.91% | -0.255% |
| AIA iShares Asia 50 ETF | 730 | $40,844 | $94,878.1 | - | $54,034.1 | 132.29% | -1.575% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 50 | $1,277 | $1,170.5 | - | -$106.5 | -8.34% | -1.473% |
| ALGN Align Technology, Inc. | 35 | $9,440 | $5,189.1 | - | -$4,250.9 | -45.03% | -0.723% |
| AMGN Amgen Inc. | 1,556 | $448,159.12 | $677,264.56 | - | $229,105.44 | 51.12% | +0.283% |
| AMZN Amazon.com Inc | 5,500 | $886,022.73 | $1.39M | - | $499,867.27 | 56.42% | -1.091% |
| ANIP Ani Pharmaceuticals Inc. | 1 | $55 | $72.16 | - | $17.16 | 31.2% | -0.166% |
| ANSS Ansys, Inc. | 27 | $9,080 | $9,080 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Kathryn Miceli?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree Floating Rate Treasury Fund - $7M, iShares Treasury Floating Rate Bond ETF - $1.63M, Invesco S&P 500 Equal Weight ETF - $1.21M, iShares 0-5 Year High Yield Corporate Bond ETF - $1.11M, and Vanguard Mid-Cap ETF - $641,202.64. 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: Warner Bros. Discovery, Inc - $1,756.95, Nikola Corporation - $1,027.53, Blackbaud Inc - $405.6, Molson Coors Beverage Company - $316.25, and Nestle S.A. Sponsored ADR - $179.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathryn Miceli's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.7M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $6.89M, iShares Treasury Floating Rate Bond ETF - $1.66M, iShares 0-5 Year High Yield Corporate Bond ETF - $1.11M, Invesco S&P 500 Equal Weight ETF - $1.03M, and Vanguard Mid-Cap ETF - $536,521.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathryn Miceli's monthly returns?
Kathryn Miceli's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kathryn Miceli's strategy be considered aggressive or moderate?
Kathryn Miceli's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Kathryn Miceli's strategy?
Kathryn Miceli'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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