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:
18.24%
Gain -0.34%
Monthly
0.52%
Yearly
6.48%
Drawdown
8.84%
$173.24M
Equity
Holdings
$173.24M
Investment
$143.42M
$30.74M
Profit -$626,248.8
Realized
$925,965.99
Unrealized
$29.82M
Dividends
$12.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$626,248.8
Win %
78%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$1.07M
Win %
78%
This Month
Compared to last month
Gain
-0.36%
Profit
-$626,248.8
Win %
78%
This Year
Compared to last year
Gain
6.86%
Profit
$11.12M
Win %
78%
NKLA Nikola Corporation
+66.67%
+$0.11 
AMZN Amazon.com Inc
+15.32%
+$198,439.95 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$6,041.75 
ETN Eaton Corporation plc
+7.32%
+$481.27 
GOOG Alphabet Inc
+6.88%
+$53,749.8 
BLKB Blackbaud Inc.
+6.79%
+$8,516.31 
GOOGL Alphabet Inc
+6.73%
+$52,130.4 
RNG RingCentral Inc.
+4%
+$38.52 
TFX Teleflex Incorporated
+3.33%
+$105.84 
META Meta Platforms Inc Class A
+3.28%
+$2,581.28 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$83 
UHS Universal Health Services, Inc.
+3.15%
+$4,120.01 
MSFT Microsoft Corp.
+3.02%
+$81,311.34 
CVX Chevron Corporation
+2.35%
+$2,006.88 
CNC Centene Corporation
+2.27%
+$30.36 
RXI iShares Global Consumer Discretionary ETF
+2.25%
+$198.45 
CSCO Cisco Systems, Inc.
+2.14%
+$14,635.89 
LHX L3Harris Technologies, Inc.
+1.9%
+$2,089.8 
PANW Palo Alto Networks, Inc.
+1.89%
+$922.5 
TSCO Tractor Supply Company
+1.85%
+$560 
ORCL Oracle Corporation
+1.81%
+$3,465 
ZTS Zoetis Inc.
+1.66%
+$107.1 
ACN Accenture plc Class A
+1.61%
+$144.65 
BSX Boston Scientific Corporation
+1.59%
+$36.5 
CDW CDW Corporation
+1.55%
+$150.75 
HPQ HP Inc.
+1.53%
+$13.53 
VZ Verizon Communications Inc.
+1.52%
+$1,420.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$286.08 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$5,464.68 
AIA iShares Asia 50 ETF
+1.38%
+$1,328.61 
BST BlackRock Science and Technology Trust
+1.29%
+$118.59 
FTV Fortive Corporation
+1.25%
+$41.65 
CMCSA Comcast Corp
+1.23%
+$541.5 
COP ConocoPhillips
+1.22%
+$145 
WFC Wells Fargo & Company
+1.19%
+$204 
ITW Illinois Tool Works Inc.
+1.15%
+$139.75 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$1,268.25 
VUG Vanguard Growth ETF
+1.1%
+$463.14 
NBIS Nebius Group N.V.
+1.05%
+$176.22 
ADBE Adobe Inc.
+1.01%
+$110.44 
XLE Energy Select Sector SPDR Fund
+1%
+$328.04 
TDY Teledyne Technologies Incorporated
+0.98%
+$51.12 
ADP Automatic Data Processing Inc.
+0.98%
+$269.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,110.48 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$101.6 
SCHW Charles Schwab Corporation
+0.87%
+$4,846.66 
IBM International Business Machines Corporation
+0.86%
+$1,438.21 
CP Canadian Pacific Kansas City Limited
+0.83%
+$73 
MCD McDonald's Corporation
+0.82%
+$677.6 
EMR Emerson Electric Co.
+0.79%
+$38.94 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$714.99 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$1,331.55 
TSLA Tesla, Inc.
+0.76%
+$564.04 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,658.96 
VNT Vontier Corporation
+0.75%
+$4.08 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$1,201.85 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$344.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,055.91 
VIS Vanguard Industrials ETF
+0.72%
+$314.88 
VOO Vanguard S&P 500 ETF
+0.71%
+$67,982.24 
CAT Caterpillar Inc.
+0.7%
+$1,417.5 
BMY Bristol-Myers Squibb Company
+0.69%
+$154.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$814.08 
CARR Carrier Global Corporation
+0.68%
+$129.36 
DOW Dow Inc.
+0.67%
+$43 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$122.04 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,057.92 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
+0.64%
+$8 
SYY Sysco Corporation
+0.63%
+$39.75 
ET Energy Transfer L.P.
+0.59%
+$1,543.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,435.21 
MO Altria Group, Inc.
+0.57%
+$161.85 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$170.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$958.36 
EXC Exelon Corporation
+0.53%
+$79.2 
TMP Tompkins Financial Corporation
+0.47%
+$1,820.31 
HON Honeywell International Inc.
+0.47%
+$10.28 
INGN Inogen Inc.
+0.47%
+$0.39 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,728.39 
EBAY eBay Inc.
+0.43%
+$392 
CSX CSX Corporation
+0.42%
+$220.5 
PFE Pfizer Inc.
+0.4%
+$153.9 
RTX RTX Corporation
+0.39%
+$231 
AVGO Broadcom Inc.
+0.37%
+$115.2 
PG Procter & Gamble Co
+0.37%
+$958.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,656.76 
OTIS Otis Worldwide Corporation
+0.36%
+$40.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,178.72 
BAC Bank of America Corporation
+0.36%
+$297.22 
ZION Zions Bancorporation, National Association
+0.35%
+$36 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
+0.32%
+$21.72 
AZO AutoZone Inc.
+0.32%
+$1,597.19 
MRK Merck & Co., Inc.
+0.32%
+$246.01 
WEX Wex Inc.
+0.3%
+$13.44 
KD Kyndryl Holdings Inc.
+0.3%
+$3.8 
DOV Dover Corporation
+0.27%
+$560 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,950.8 
JPM JPMorgan Chase & Co.
+0.27%
+$2,048.26 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,338 
CME CME Group Inc.
+0.21%
+$798.01 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,470.02 
JNJ Johnson & Johnson
+0.21%
+$975.73 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$10 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$6 
INTU Intuit Inc.
+0.18%
+$15.96 
T AT&T Inc.
+0.17%
+$16.64 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$472 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$145.68 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$50.75 
MMM 3M Company
+0.12%
+$19.95 
PTEU Pacer Trendpilot European ETF
+0.11%
+$79.18 
C Citigroup Inc.
+0.1%
+$6.5 
NUE Nucor Corporation
+0.1%
+$7.5 
WM Waste Management, Inc.
+0.1%
+$16.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$6.39 
WMT Walmart Inc.
+0.09%
+$285.01 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$228.74 
ABT Abbott Laboratories
+0.09%
+$2.97 
TECH Bio-Techne Corporation
+0.08%
+$62.88 
ATR AptarGroup, Inc.
+0.07%
+$3.6 
FDS FactSet Research Systems Inc.
+0.07%
+$1.87 
IYG iShares U.S. Financial Services ETF
+0.06%
+$1.62 
AEP American Electric Power Company, Inc.
+0.06%
+$5.39 
DIS The Walt Disney Company
+0.03%
+$58.65 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$1,824.76 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$20.4 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$8,721.3 
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 
MASI Masimo Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
PACH Pioneer Acquisition I Corp
0%
$0 
PHK PIMCO High Income Fund
0%
$0 AZN
AZN
0%
$0 6397
63974H204
0%
$0 
CTVA Corteva Inc.
-11.9%
-$5,357.52 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$788.22 
AAPL Apple Inc.
-7.35%
-$57,695.56 
NXPI NXP Semiconductors N.V.
-6.53%
-$272 
SYK Stryker Corporation
-6.42%
-$19,435.8 
PARA Paramount Global
-6.04%
-$73.13 
LIN Linde plc
-5.95%
-$1,603.78 
COLM Columbia Sportswear Company
-5.43%
-$105.71 
LGIH LGI Homes Inc.
-4.46%
-$242.25 
SHOP Shopify Inc.
-4.29%
-$420 
CC Chemours Co.
-2.92%
-$189.5 
AYI Acuity Brands Inc.
-2.8%
-$160.82 
VRSK Verisk Analytics Inc.
-2.75%
-$247.5 
CSL Carlisle Companies Inc.
-2.69%
-$368.52 
FIS Fidelity National Information Services, Inc.
-2.67%
-$94.71 
ABBV AbbVie Inc.
-2.51%
-$219.98 
SBH Sally Beauty Holdings Inc.
-2.48%
-$41.8 
ALGN Align Technology, Inc.
-2.45%
-$148.75 
ICE Intercontinental Exchange, Inc.
-2.42%
-$94.75 
SJM The J.M. Smucker Company
-2.41%
-$32.45 
BIIB Biogen Inc.
-2.4%
-$1,230.06 
BA Boeing Company
-2.15%
-$942.48 
HE Hawaiian Electric Industries Inc.
-2.05%
-$27 
TRU TransUnion
-2.04%
-$162.36 
NFLX Netflix, Inc.
-2%
-$496.4 
AWK American Water Works Company, Inc.
-1.93%
-$87.12 
MGA Magna International Inc.
-1.79%
-$66.25 
DNP DNP Select Income Fund Inc.
-1.74%
-$87.4 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,131.2 
AON Aon plc
-1.64%
-$42.14 
SOLV Solventum Corporation
-1.59%
-$31.74 
CPRT Copart Inc.
-1.52%
-$97.2 
GLD SPDR Gold Shares
-1.49%
-$118.02 
ANIP Ani Pharmaceuticals Inc.
-1.48%
-$1.19 
IAU iShares Gold Trust
-1.46%
-$8,792.53 
FICO Fair Isaac Corporation
-1.45%
-$298.26 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,905.29 
IEX IDEX Corporation
-1.42%
-$175.96 
NKE Nike, Inc. - Class B
-1.37%
-$1,414.04 
DD DuPont de Nemours, Inc.
-1.32%
-$634.09 
DAL Delta Air Lines, Inc.
-1.3%
-$126.5 
AER AerCap Holdings N.V.
-1.29%
-$131.99 
MPT Medical Properties Trust, Inc.
-1.28%
-$6 
IT Gartner Inc.
-1.24%
-$41.8 
MDLZ Mondelez International, Inc.
-1.22%
-$2,217.61 
TJX The TJX Companies, Inc.
-1.21%
-$128.64 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$32.34 
SRE Sempra
-1.15%
-$80.34 
NEE NextEra Energy, Inc.
-1.15%
-$925.16 
WRB W.R. Berkley Corporation
-1.15%
-$487.2 
VTRS Viatris Inc.
-1.13%
-$38.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$82 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$1,093.59 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$76.5 
TXN Texas Instruments Inc
-1.08%
-$815.41 
LOW Lowe's Companies Inc.
-1.08%
-$3,473.1 
DOC Healthpeak Properties, Inc.
-1.04%
-$92 
INTC Intel Corporation
-1.02%
-$5,152.2 
KO The Coca-Cola Company
-1.02%
-$485.1 
XOM Exxon Mobil Corporation
-0.97%
-$1,416.78 
PGR Progressive Corporation
-0.87%
-$810.96 
O Realty Income Corporation
-0.87%
-$80.08 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$56.1 
GILD Gilead Sciences Inc.
-0.81%
-$28.89 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$3,277.42 
KMB Kimberly-Clark Corporation
-0.8%
-$246.4 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1.14 
ADC Agree Realty Corporation
-0.78%
-$289.75 
GGG Graco Inc.
-0.76%
-$32.94 
ESNT Essent Group Ltd.
-0.75%
-$66 
ED Consolidated Edison, Inc.
-0.74%
-$29.16 
MA Mastercard Incorporated
-0.74%
-$170 
BLK BlackRock, Inc.
-0.73%
-$3,638.88 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$70.92 
MAR Marriott International Inc. - Class A
-0.71%
-$1,248.16 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$33.28 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$228.78 
DUK Duke Energy Corporation
-0.67%
-$3,030.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$206.8 
AMGN Amgen Inc.
-0.64%
-$3,858.9 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$258.3 
GS The Goldman Sachs Group, Inc.
-0.63%
-$162 
EFA iShares MSCI EAFE ETF
-0.62%
-$170.28 
PM Philip Morris International Inc.
-0.61%
-$680.85 
DHR Danaher Corporation
-0.61%
-$114.24 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$90.56 
VLTO Veralto Corporation
-0.57%
-$17.28 
SBUX Starbucks Corporation
-0.57%
-$487.8 
PRU Prudential Financial, Inc.
-0.56%
-$49.68 
MFM MFS Municipal Income Trust
-0.56%
-$33.87 
WAB Wabtec Corporation
-0.55%
-$27.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$49.68 
LLY Eli Lilly and Company
-0.53%
-$2,145.5 
SCHH Schwab U.S. REIT ETF
-0.49%
-$10.8 
CHE Chemed Corporation
-0.47%
-$15.24 
IWM iShares Russell 2000 ETF
-0.47%
-$966.04 
PEP PepsiCo, Inc.
-0.46%
-$1,943.04 
DVY iShares Select Dividend ETF
-0.45%
-$1,338.44 
VGK Vanguard FTSE Europe ETF
-0.44%
-$52 
TEL TE Connectivity plc
-0.43%
-$29.37 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$103.74 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$26,758 
PAXS PIMCO Access Income Fund
-0.42%
-$15.18 
HD The Home Depot, Inc.
-0.42%
-$1,031.39 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$46 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$68.12 
BIO Bio-Rad Laboratories Inc.
-0.38%
-$12.4 
VGT Vanguard Information Technology ETF
-0.38%
-$863.44 
VTWV Vanguard Russell 2000 Value Index Fund
-0.38%
-$2,008.38 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$35.91 
AXP American Express Company
-0.38%
-$761.99 
FDX FedEx Corporation
-0.37%
-$115 
MDT Medtronic plc
-0.37%
-$64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$603.42 
RSG Republic Services, Inc.
-0.37%
-$156 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$55.9 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$31.39 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$14.19 
CL Colgate-Palmolive Company
-0.33%
-$120 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$5.33 
TFC Truist Financial Corporation
-0.33%
-$136.68 
PNW Pinnacle West Capital Corporation
-0.33%
-$24.75 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$135.52 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$514.81 
L Loews Corporation
-0.31%
-$86.4 
CEG Constellation Energy Corporation
-0.31%
-$134.46 
VXF Vanguard Extended Market ETF
-0.3%
-$57.51 
MORN Morningstar, Inc.
-0.28%
-$11 
DSL DoubleLine Income Solutions Fund
-0.28%
-$51.06 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$392.08 
CCI Crown Castle Inc.
-0.27%
-$29.61 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$924.61 
VTV Vanguard Value ETF
-0.27%
-$149.27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$165.75 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$701.3 
COST Costco Wholesale Corporation
-0.24%
-$198.36 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,734.2 
AHR American Healthcare REIT, Inc.
-0.23%
-$264.16 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$33.44 
VB Vanguard Small-Cap ETF
-0.22%
-$1,428.86 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$367.92 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$5,470.92 
MKL Markel Group Inc.
-0.2%
-$11.46 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,318.08 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$285.29 
BKNG Booking Holdings Inc.
-0.18%
-$8.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$46,033.86 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$7.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$19.04 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$3.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$103.53 
QGEN QIAGEN N.V.
-0.12%
-$3.88 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$11.79 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$100.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$18 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$2.07 
IYF iShares U.S. Financials ETF
-0.09%
-$14.4 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$1,464.8 
VAC Marriott Vacations Worldwide Corporation
-0.08%
-$3.6 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$11.64 
ISD PGIM High Yield Bond Fund, Inc.
-0.08%
-$3.71 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$5,262.12 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$179.9 
SEIC SEI Investments Company
-0.06%
-$4.5 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$755.57 
VO Vanguard Mid-Cap ETF
-0.05%
-$7,803.04 
V Visa Inc. Class A
-0.04%
-$38.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$2.52 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$64.7 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$0.4 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1.67 
TGT Target Corporation
-0.01%
-$21.02 
UBER Uber Technologies, Inc.
-0.01%
-$0.38 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1.73 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 539 | Longs Won 407/539 75% | Profit Factor 33.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,622.72 |
| Average Win $77,851.05 | Best Trade (Aug 17) $7.74M | Sharpe Ratio -22.33 |
| Average Loss -$7,143.51 | Worst Trade (Sep 01) -$171,367.02 | Z-Score 20.2 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 2d | Expectancy $57,036.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6397 63974H204 | 1,476 | $55,999 | $55,999 | - | - | - | 0.0 |
| AAPL Apple Inc. | 2,353 | $457,800 | $726,865.23 | - | $269,065.23 | 58.77% | -7.354% |
| ABBV AbbVie Inc. | 34 | $5,831.68 | $8,531.96 | - | $2,700.28 | 46.3% | -2.513% |
| ABT Abbott Laboratories | 33 | $3,429.03 | $3,488.1 | - | $59.07 | 1.72% | +0.085% |
| ACN Accenture plc Class A | 55 | $18,420.03 | $9,125.6 | - | -$9,294.43 | -50.46% | +1.611% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 13 | $1,322 | $1,618.24 | - | $296.24 | 22.41% | -0.328% |
| ADBE Adobe Inc. | 44 | $27,363 | $11,018.04 | - | -$16,344.96 | -59.73% | +1.013% |
| ADC Agree Realty Corporation | 475 | $29,901.25 | $36,955 | - | $7,053.75 | 23.59% | -0.778% |
| ADP Automatic Data Processing Inc. | 104 | $24,823.76 | $27,711.84 | - | $2,888.08 | 11.63% | +0.982% |
| AEP American Electric Power Company, Inc. | 77 | $6,010 | $9,844.45 | - | $3,834.45 | 63.8% | +0.055% |
| AER AerCap Holdings N.V. | 67 | $5,227 | $10,110.3 | - | $4,883.3 | 93.42% | -1.289% |
| AGG iShares Core U.S. Aggregate Bond ETF | 663 | $65,773 | $64,556.31 | - | -$1,216.69 | -1.85% | -0.256% |
| AHR American Healthcare REIT, Inc. | 2,032 | $29,687.52 | $112,979.2 | - | $83,291.68 | 280.56% | -0.233% |
| AIA iShares Asia 50 ETF | 730 | $40,844 | $97,425.81 | - | $56,581.81 | 138.53% | +1.383% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 50 | $1,277 | $1,261 | - | -$16 | -1.25% | +0.638% |
| ALGN Align Technology, Inc. | 35 | $9,440 | $5,920.6 | - | -$3,519.4 | -37.28% | -2.451% |
| AMGN Amgen Inc. | 1,556 | $448,159.12 | $599,308.96 | - | $151,149.84 | 33.73% | -0.64% |
| AMZN Amazon.com Inc | 5,500 | $886,022.73 | $1.49M | - | $607,667.21 | 68.58% | +15.321% |
| ANIP Ani Pharmaceuticals Inc. | 1 | $55 | $79.24 | - | $24.24 | 44.07% | -1.48% |
| ANSS Ansys, Inc. | 27 | $9,080 | $9,080 | - | - | - | 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 Kathryn Miceli?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree Floating Rate Treasury Fund - $6.72M, iShares Treasury Floating Rate Bond ETF - $1.56M, Invesco S&P 500 Equal Weight ETF - $1.11M, iShares 0-5 Year High Yield Corporate Bond ETF - $1.03M, and Vanguard Mid-Cap ETF - $584,650.11. 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 $12.91M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $6.62M, iShares Treasury Floating Rate Bond ETF - $1.6M, iShares 0-5 Year High Yield Corporate Bond ETF - $1.03M, Invesco S&P 500 Equal Weight ETF - $934,338.57, and Vanguard Mid-Cap ETF - $479,969.15. 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.
