KSB
Kennebec Savings Bank Portfolio
Invests via Kennebec Savings Bank | Managed by Amos M. Byron, Gail P. Conley
Invests via Kennebec Savings Bank
Managed by Amos M. Byron, Gail P. Conley
Automatically Tracked
Company Profile
Serving central Maine communities, local deposit gathering funds core lending into residential mortgages and small-business commercial loans while deploying a branch-led distribution and expanding digital channels. Kennebec Savings Bank operates as a mutual savings bank headquartered in Maine, targeting retail customers, owner-occupied mortgage borrowers and community businesses; balance-sheet management prioritizes high-quality loans and liquidity to navigate rate cycles. Capital strategy centers on stable core deposits, conservative underwriting and incremental fee income from wealth management and payment services, making the bank a regional participant in the New England banking landscape for deposit and mortgage market flows.
Serving central Maine communities, local deposit gathering funds core lending into residential mortgages and small-business commercial loans while deploying a branch-led distribution and expanding digital channels. Kennebec Savings Bank operates as a mutual savings bank headquartered in Maine, targeting retail customers, owner-occupied mortgage borrowers and community businesses; balance-sheet management prioritizes high-quality loans and liquidity to navigate rate cycles. Capital strategy centers on stable core deposits, conservative underwriting and incremental fee income from wealth management and payment services, making the bank a regional participant in the New England banking landscape for deposit and mortgage market flows.
Investment Philosophy & Strategy
As a community mutual bank focused on central Maine, prioritizes core deposit gathering and conservative balance-sheet management, funding residential mortgages and small-business commercial lending. Strategy emphasizes relationship banking and branch-led distribution complemented by digital channels, seeking stable net interest margin through high-quality, owner-occupied mortgage origination and disciplined credit underwriting. Capital deployment favors held-for-investment loans, liquidity buffers, and modest fee-generating businesses (wealth, payments). Time horizon is long-term, risk framework conservative with stress-tested liquidity and capital targets, and competitive edge derives from local market franchise and customer intimacy.
As a community mutual bank focused on central Maine, prioritizes core deposit gathering and conservative balance-sheet management, funding residential mortgages and small-business commercial lending. Strategy emphasizes relationship banking and branch-led distribution complemented by digital channels, seeking stable net interest margin through high-quality, owner-occupied mortgage origination and disciplined credit underwriting. Capital deployment favors held-for-investment loans, liquidity buffers, and modest fee-generating businesses (wealth, payments). Time horizon is long-term, risk framework conservative with stress-tested liquidity and capital targets, and competitive edge derives from local market franchise and customer intimacy.
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:
28.48%
Gain +0.42%
Monthly
1.01%
Yearly
12.86%
Drawdown
16.85%
$128.68M
Equity
Holdings
$128.68M
Investment
$101.73M
$28.16M
Profit +$545,438.62
Realized
$1.21M
Unrealized
$26.94M
Dividends
$3.86M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$545,438.62
Win %
74%
This Week
Compared To Last Week
Gain
0.43%
Profit
$545,438.62
Win %
74%
This Month
Compared to last month
Gain
2.73%
Profit
$3.42M
Win %
74%
This Year
Compared to last year
Gain
2.62%
Profit
$3.3M
Win %
71%
P Everpure Inc. Class A Common Stock
+8.71%
+$4,296 
BAH Booz Allen Hamilton Holding Corporation Class A Common Stock
+6.95%
+$2,502.4 
TSLA Tesla, Inc.
+6.25%
+$62,274 
SNPS Synopsys Inc.
+5.78%
+$223.56 
GEV GE Vernova Inc.
+5.42%
+$884.1 
INTC Intel Corporation
+5.13%
+$15,288.88 
WDC Western Digital Corp.
+4.63%
+$302.67 
LRCX Lam Research Corp.
+4.02%
+$8,852.55 
LMT Lockheed Martin Corporation
+3.98%
+$36,444.59 
DOW Dow Inc.
+3.97%
+$420.87 
RKLB Rocket Lab Corporation
+3.89%
+$143.29 
KTOS Kratos Defense & Security Solutions, Inc.
+3.88%
+$262.5 
TLN Talen Energy Corporation
+3.71%
+$328.73 
AMAT Applied Materials Inc.
+3.69%
+$9,329.76 
CSCO Cisco Systems, Inc.
+3.66%
+$79,326 
MRVL Marvell Technology Inc.
+3.65%
+$400.22 
DELL Dell Technologies Inc. Class C Common Stock
+3.63%
+$696.78 
RTX RTX Corporation
+3.56%
+$50,673.64 
GLW Corning Incorporated
+3.56%
+$14,154.8 
TXN Texas Instruments Inc.
+3.5%
+$4,307.04 
TEL TE Connectivity plc
+3.23%
+$24,272.63 
VRT Vertiv Holdings Co Class A Common Stock
+3.17%
+$319.8 
BKSY BlackSky Technology Inc.
+3.13%
+$42.35 
CW Curtiss-Wright Corporation
+3.03%
+$985.6 
MS Morgan Stanley Common Stock
+3.02%
+$20,864.51 
MPC Marathon Petroleum Corp.
+2.98%
+$24,729.37 
HONA Honeywell Aerospace Inc.
+2.93%
+$15,156.63 
PANW Palo Alto Networks, Inc.
+2.82%
+$257.52 
AVGO Broadcom Inc.
+2.71%
+$59,323.81 
CRL Charles River Laboratories International, Inc.
+2.62%
+$1,029.42 
AMD Advanced Micro Devices Inc.
+2.57%
+$2,042.04 
LDOS Leidos Holdings, Inc.
+2.51%
+$129.58 
NVDA NVIDIA Corporation
+2.35%
+$105,024.65 
ETN Eaton Corporation plc
+2.33%
+$27,331.15 
TT Trane Technologies plc
+2.27%
+$50.45 
EQH Equitable Holdings Inc.
+2.25%
+$237 
NOC Northrop Grumman Corporation
+2.21%
+$18,641.6 
BNY Bank of New York Mellon Corp.
+2.13%
+$10,210.2 
VST Vistra Corp.
+1.99%
+$122.54 
VLO Valero Energy Corporation
+1.74%
+$2,910 
NVS Novartis AG Sponsored ADR
+1.67%
+$13,176.19 
ASML ASML Holding N.V. NY Registered Shares
+1.57%
+$1,182.48 
LHX L3Harris Technologies, Inc.
+1.52%
+$677.25 
GD General Dynamics Corp.
+1.51%
+$237.67 
IDXX IDEXX Laboratories, Inc.
+1.5%
+$2,004.02 
QCOM QUALCOMM Incorporated
+1.38%
+$9,892.96 
USXF iShares ESG Advanced MSCI USA ETF
+1.27%
+$217.1 
NFG National Fuel Gas Company
+1.25%
+$505 
TTE TotalEnergies SE
+1.23%
+$458 
SBUX Starbucks Corp.
+1.2%
+$8,365.94 
ROK Rockwell Automation Inc.
+1.19%
+$304.2 
QQQ Invesco QQQ Trust, Series 1
+1.18%
+$815.36 
PM Philip Morris International Inc.
+1.16%
+$13,347.7 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.15%
+$5,284.56 
IWF iShares Russell 1000 Growth ETF
+1.15%
+$2,134 
CAT Caterpillar Inc.
+1.14%
+$20,663.73 
MSFT Microsoft Corporation Common Stock
+1.11%
+$84,082.05 
ALL The Allstate Corporation
+1.06%
+$9,055.2 
CMI Cummins Inc.
+1.06%
+$4,999.48 
BTI British American Tobacco plc ADR
+1.05%
+$51.25 
AVAV AeroVironment, Inc.
+1.05%
+$39.99 
MET MetLife, Inc.
+1.01%
+$1,400 
TMO Thermo Fisher Scientific Inc.
+0.97%
+$11,287.24 
JPM JPMorgan Chase & Co.
+0.96%
+$38,315.21 
VUG Vanguard Morningstar Growth ETF
+0.96%
+$1,292.58 
DSI iShares ESG MSCI KLD 400 ETF
+0.94%
+$353.6 
CB Chubb Limited
+0.93%
+$10,096.77 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.89%
+$1,598.05 
EW Edwards Lifesciences Corporation
+0.86%
+$918 
CAH Cardinal Health, Inc.
+0.85%
+$395.25 
ASTS AST SpaceMobile Inc.
+0.8%
+$10.24 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.8%
+$10,787.99 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$97.75 
HQH abrdn Healthcare Investors
+0.79%
+$212.16 
LNC Lincoln National Corp.
+0.73%
+$203 
SUSA iShares ESG Optimized MSCI USA ETF
+0.7%
+$2,632.3 
SYY Sysco Corp.
+0.7%
+$449.73 
PII Polaris Inc.
+0.68%
+$37.5 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.68%
+$272.95 
IVV iShares Core S&P 500 ETF
+0.68%
+$186.48 
ESGU iShares ESG Aware MSCI USA ETF
+0.68%
+$266.62 
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.68%
+$753.48 
VOO Vanguard S&P 500 ETF
+0.67%
+$1,938.73 
JNJ Johnson & Johnson
+0.66%
+$10,257.3 
DHR Danaher Corp.
+0.66%
+$4,809.28 
COF Capital One Financial Corp.
+0.66%
+$172.92 
TFC Truist Financial Corporation
+0.65%
+$3,365.14 
BRK-B Berkshire Hathaway Inc.
+0.64%
+$15,729.16 
PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF
+0.64%
+$107 
XOM ExxonMobil Holdings Corporation
+0.63%
+$19,230.31 
PNC The PNC Financial Services Group, Inc.
+0.63%
+$5,061.9 
PRU Prudential Financial, Inc.
+0.63%
+$794.88 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.62%
+$360.25 
CSX CSX Corporation
+0.62%
+$288.86 
SNA Snap-on Incorporated
+0.62%
+$2,285.81 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$4,994.11 
DFAS Dimensional U.S. Small Cap ETF
+0.6%
+$1,216.83 
LLY Eli Lilly and Company
+0.59%
+$1,462.95 
AFL Aflac Incorporated
+0.59%
+$284 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.58%
+$6,370.97 
BAC Bank of America Corporation
+0.57%
+$159.5 
IWM iShares Russell 2000 ETF
+0.57%
+$158 
VEA Vanguard FTSE Developed Markets ETF
+0.57%
+$14,914.81 
AMP Ameriprise Financial Inc.
+0.57%
+$10,947.83 
DLR Digital Realty Trust Inc.
+0.53%
+$4,353.44 
AMZN Amazon.com Inc
+0.53%
+$20,705.13 
EFA iShares MSCI EAFE ETF
+0.53%
+$278.1 
VYM Vanguard High Dividend Yield ETF
+0.51%
+$414.17 
XLE State Street Energy Select Sector SPDR ETF
+0.51%
+$1,669.92 
SBRA Sabra Health Care REIT, Inc.
+0.51%
+$8 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.5%
+$26.46 
IEFA iShares Core MSCI EAFE ETF
+0.49%
+$3,178.53 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.49%
+$683.49 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$671.22 
RF Regions Financial Corp.
+0.47%
+$229.5 
WMB The Williams Companies, Inc.
+0.47%
+$6,093.65 
COP ConocoPhillips
+0.45%
+$4,677.18 
USB U.S. Bancorp
+0.45%
+$307.13 
RIO Rio Tinto plc ADR
+0.43%
+$72 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.42%
+$0.32 
AVY Avery Dennison Corporation
+0.42%
+$105.64 
AMGN Amgen Inc. Common Stock
+0.39%
+$217.98 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.39%
+$12.15 
BA The Boeing Company
+0.38%
+$1,793.52 
LKQ LKQ Corporation
+0.37%
+$78.65 
UNP Union Pacific Corp.
+0.37%
+$7,652.89 
GE General Electric Company
+0.36%
+$6.24 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.36%
+$415.72 
B BARRICK MINING CORP Common Stock (ABR0)
+0.35%
+$27.27 
MCD McDonald's Corporation
+0.34%
+$4,559.52 
VBR Vanguard Small-Cap Value ETF
+0.33%
+$645.43 
WAT Waters Corporation
+0.32%
+$185.22 
AMT American Tower Corporation
+0.32%
+$1,436.55 
TRV The Travelers Companies, Inc.
+0.32%
+$229.12 
WM Waste Management Inc.
+0.3%
+$106.5 
DON WisdomTree U.S. MidCap Dividend Fund
+0.25%
+$198.52 
OXY Occidental Petroleum Corp.
+0.24%
+$279 
CP Canadian Pacific Kansas City Ltd.
+0.23%
+$117.18 
EMR Emerson Electric Co.
+0.23%
+$122.74 
HBAN HubSpot Inc.
+0.22%
+$1,244.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.21%
+$34.32 
FITB Fifth Third Bancorp
+0.21%
+$1,250.15 
ECL Ecolab Inc.
+0.2%
+$1,600.8 
FTV Fortive Corporation
+0.19%
+$661.94 
PBW Invesco WilderHill Clean Energy ETF
+0.18%
+$3.46 
CASY Casey's General Stores, Inc.
+0.17%
+$120.28 
ABBV AbbVie Inc.
+0.17%
+$4,433.76 
TRP TC Energy Corporation
+0.14%
+$816.39 
LIN Linde plc
+0.14%
+$202.35 
ETR Entergy Corporation Common Stock
+0.13%
+$92.96 
JSTC Adasina Social Justice All Cap Global ETF
+0.09%
+$2.08 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.09%
+$4 
RGTI Rigetti Computing, Inc.
+0.09%
+$0.97 
AXP American Express Company
+0.09%
+$7.83 
QBTS D-Wave Quantum Inc.
+0.09%
+$1.71 
PHO Invesco Water Resources ETF
+0.08%
+$15.79 
D Dominion Energy, Inc.
+0.06%
+$6.4 
APD Air Products and Chemicals Inc.
+0.06%
+$295.99 
NEE NextEra Energy Inc.
+0.05%
+$389.04 
BIV Vanguard Intermediate-Term Bond ETF
+0.04%
+$76.49 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$3.26 
DGX Quest Diagnostics Incorporated
+0.01%
+$69.98 
GVI iShares Intermediate Government/Credit Bond ETF
+0.01%
+$6.62 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
UHAL U-Haul Holding Company
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MELI MercadoLibre Inc.
-9.21%
-$333.44 
FISV Fiserv, Inc.
-3.79%
-$415.8 
MAT Mattel Inc.
-3.63%
-$117.22 
ADBE Adobe Inc.
-3.58%
-$1,605.65 
VZ Verizon Communications Inc.
-3.36%
-$22,303.5 
GIS General Mills Inc.
-3.24%
-$398.06 
CAG Conagra Brands Inc.
-3.23%
-$1,344 
CMCSA Comcast Corp. Class A Common Stock
-3.13%
-$415.22 
MRK Merck & Co., Inc.
-2.93%
-$66,726.91 
TGT Target Corp.
-2.93%
-$13,070.25 
ICLN iShares Global Clean Energy ETF
-2.91%
-$130.1 
TSCO Tractor Supply Company
-2.89%
-$1,954.12 
BKNG Booking Holdings Inc.
-2.5%
-$22,698 
ACN Accenture plc
-2.12%
-$9,421.49 
DIS The Walt Disney Company
-2.09%
-$1,252.86 
UNH UnitedHealth Group Inc.
-2.07%
-$3,204.2 
NOW ServiceNow Inc.
-2.06%
-$82 
ETD Ethan Allen Interiors Inc.
-1.96%
-$200 
MRNA Moderna Inc.
-1.92%
-$465.25 
BDX Becton, Dickinson and Company
-1.85%
-$4,335.04 
SON Sonoco Products Company
-1.79%
-$537 
CRM Salesforce, Inc.
-1.74%
-$16,670.88 
RIVN Rivian Automotive, Inc. Class A
-1.65%
-$9.75 
ADP Automatic Data Processing Inc.
-1.57%
-$15,519.6 
NNE Nano Nuclear Energy Inc.
-1.44%
-$39.37 
CL Colgate-Palmolive Co.
-1.43%
-$1,985.88 
AAPL Apple Inc.
-1.4%
-$152,182.87 
WTRG Essential Utilities Inc.
-1.24%
-$453.68 
CVS CVS Health Corporation Common Stock
-1.23%
-$289.8 
BR Broadridge Financial Solutions, Inc.
-1.23%
-$1,350 
MDT Medtronic plc
-1.12%
-$9,845.07 
V Visa Inc. Class A
-1.11%
-$19,669.69 
BP BP Plc Sponsored ADR
-1.1%
-$169.5 
DE Deere & Company
-1.08%
-$1,411.46 
UPS United Parcel Service, Inc. Class B Common Stock
-1.07%
-$266.91 
MP MP Materials Corp.
-1.07%
-$27.88 
HD The Home Depot, Inc.
-1.06%
-$16,383.35 
SYK Stryker Corp.
-1.06%
-$204.75 
PG The Procter & Gamble Company
-1.04%
-$17,560.74 
MO Altria Group, Inc.
-1.01%
-$2,366.25 
MAS Masco Corporation
-0.99%
-$750 
LOW Lowe's Companies, Inc.
-0.96%
-$223.1 
PFE Pfizer Inc.
-0.85%
-$663 
META Meta Platforms Inc Class A
-0.78%
-$12,070 
ZTS Zoetis Inc. Class A Common Stock
-0.75%
-$176.66 
GOOG Alphabet Inc
-0.73%
-$10,247.34 
BAX Baxter International Inc.
-0.73%
-$185 
SCHW The Charles Schwab Corporation
-0.7%
-$5,103.49 
KMB Kimberly-Clark Corporation
-0.7%
-$1,108.03 
VMI Valmont Industries, Inc.
-0.62%
-$100.46 
ED Consolidated Edison Inc.
-0.61%
-$66.27 
GOOGL Alphabet Inc
-0.61%
-$27,348.18 
TJX The TJX Companies, Inc.
-0.59%
-$344 
VWO Vanguard FTSE Emerging Markets ETF
-0.55%
-$1,013.39 
PNW Pinnacle West Capital Corporation
-0.54%
-$332.88 
SLB SLB N.V.
-0.54%
-$588.52 
CPB The Campbell's Company Common Stock
-0.51%
-$31.5 
PEP PepsiCo, Inc.
-0.49%
-$7,129.47 
CI The Cigna Group
-0.48%
-$85.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.47%
-$196.87 
XYL Xylem Inc.
-0.46%
-$8.08 
SO The Southern Company
-0.46%
-$407.15 
LW Lamb Weston Holdings, Inc.
-0.46%
-$147 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.42%
-$223.66 
SUPN Supernus Pharmaceuticals, Inc.
-0.42%
-$336.26 
DUK Duke Energy Corporation
-0.42%
-$1,153.36 
IBM International Business Machines Corporation
-0.41%
-$686.4 
HAS Hasbro Inc.
-0.39%
-$1,603.56 
IEMG iShares Core MSCI Emerging Markets ETF
-0.38%
-$1,755.32 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$218.14 
AVEM Avantis Emerging Markets Equity ETF
-0.35%
-$680.45 
CVX Chevron Corporation
-0.35%
-$3,208.45 
WY Weyerhaeuser Co.
-0.33%
-$19.05 
IONQ IonQ, Inc.
-0.32%
-$7 
PLD Prologis, Inc.
-0.29%
-$2,276.24 
NVO Novo Nordisk A/S Sponsored ADR
-0.28%
-$98.12 
CHD Church & Dwight Co., Inc.
-0.26%
-$727.38 
OKLO Oklo Inc. Class A Common Stock
-0.25%
-$2.27 
AZN AstraZeneca PLC American Depositary Shares
-0.24%
-$27.21 
T AT&T Inc.
-0.21%
-$178.78 
ELS Equity LifeStyle Properties, Inc.
-0.21%
-$86.84 
AEP American Electric Power Company, Inc.
-0.2%
-$958.1 
LH Labcorp Holdings Inc.
-0.2%
-$93.44 
COST Costco Wholesale Corp
-0.17%
-$2,500.89 
UHAL-B U-Haul Holding Company
-0.13%
-$26.71 
WMT Walmart Inc.
-0.12%
-$2,934 
HTGC Hercules Capital Inc.
-0.12%
-$6.3 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.07%
-$33.02 
KO The Coca-Cola Company
-0.06%
-$65.12 
ITRI Itron, Inc.
-0.06%
-$2.55 
F Ford Motor Co.
-0.04%
-$1 
BX Blackstone Inc.
-0.04%
-$387.95 
NUE Nucor Corporation
-0.03%
-$6.24 
SWK Stanley Black & Decker Inc.
-0.03%
-$30 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$12.13 
FE FirstEnergy Corp.
-0.01%
-$3 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
0%
-$2.18 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1391 | Longs Won 896/1391 64% | Profit Factor 6.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $147,904.5 |
| Average Win $37,548.49 | Best Trade (Oct 23) $3.4M | Sharpe Ratio -10.51 |
| Average Loss -$11,087.68 | Worst Trade (Oct 26) -$323,951.65 | Z-Score 8.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $20,240.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,217 | $7.27M | $10.7M | - | $3.43M | 47.26% | -1.402% |
| ABBV AbbVie Inc. | 9,237 | $1.84M | $2.64M | - | $807,584.32 | 44% | +0.168% |
| ACN Accenture plc | 1,781 | $263,189.95 | $434,706.48 | - | $171,516.53 | 65.17% | -2.121% |
| ADBE Adobe Inc. | 170 | $39,991.5 | $43,243.75 | - | $3,252.25 | 8.13% | -3.58% |
| ADP Automatic Data Processing Inc. | 3,240 | $860,820.24 | $969,958.8 | - | $109,138.56 | 12.68% | -1.575% |
| AEP American Electric Power Company, Inc. | 3,685 | $385,395.08 | $476,949.55 | - | $91,554.47 | 23.76% | -0.2% |
| AFL Aflac Incorporated | 400 | $46,900 | $48,488 | - | $1,588 | 3.39% | +0.589% |
| ALL The Allstate Corporation | 3,360 | $650,854.12 | $859,773.6 | - | $208,919.48 | 32.1% | +1.064% |
| AMAT Applied Materials Inc. | 670 | $292,037.07 | $262,080.55 | - | -$29,956.52 | -10.26% | +3.691% |
| AMD Advanced Micro Devices Inc. | 154 | $89,460.12 | $81,627.7 | - | -$7,832.42 | -8.76% | +2.566% |
| AMGN Amgen Inc. Common Stock | 126 | $40,598.19 | $55,564.74 | - | $14,966.55 | 36.87% | +0.394% |
| AMP Ameriprise Financial Inc. | 3,931 | $1.85M | $1.95M | - | $95,886.88 | 5.18% | +0.566% |
| AMT American Tower Corporation | 2,355 | $523,198.08 | $446,460.9 | - | -$76,737.18 | -14.67% | +0.323% |
| AMZN Amazon.com Inc | 15,866 | $3.04M | $3.96M | - | $918,441.73 | 30.24% | +0.526% |
| APD Air Products and Chemicals Inc. | 1,741 | $514,018.9 | $535,044.12 | - | $21,025.22 | 4.09% | +0.055% |
| ASML ASML Holding N.V. NY Registered Shares | 48 | $38,526.52 | $76,628.88 | - | $38,102.36 | 98.9% | +1.567% |
| ASTS AST SpaceMobile Inc. | 32 | $728 | $1,283.52 | - | $555.52 | 76.31% | +0.804% |
| AVAV AeroVironment, Inc. | 31 | $3,695 | $3,860.74 | - | $165.74 | 4.49% | +1.047% |
| AVEM Avantis Emerging Markets Equity ETF | 2,195 | $137,521.25 | $191,382.05 | - | $53,860.8 | 39.17% | -0.354% |
| AVGO Broadcom Inc. | 6,811 | $1.22M | $2.25M | - | $1.03M | 84.28% | +2.708% |
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FAQ
Which stocks have generated the highest profits for Kennebec Savings Bank?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $656,276.72, ExxonMobil Holdings Corporation - $523,048.07, Broadcom Inc - $321,290.62, JPMorgan Chase & Co - $237,861.82, and Alphabet Inc - $222,600.61. 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: Dow Inc - $623,704.2, Adobe Inc - $345,232.46, Zoetis Inc. Class A Common Stock - $324,832.73, PayPal Holdings, Inc - $287,529.87, and UnitedHealth Group Inc - $122,656.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kennebec Savings Bank's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.86M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $142,208.1, AbbVie Inc - $136,926.26, ExxonMobil Holdings Corporation - $135,101.24, Vanguard FTSE Developed Markets ETF - $131,801.69, and PepsiCo, Inc - $113,304.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kennebec Savings Bank's monthly returns?
Kennebec Savings Bank'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 Kennebec Savings Bank's strategy be considered aggressive or moderate?
Kennebec Savings Bank'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 Kennebec Savings Bank's strategy?
Kennebec Savings Bank'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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