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:
27.36%
Gain 0%
Monthly
1.04%
Yearly
13.24%
Drawdown
16.84%
$128.84M
Equity
Holdings
$128.84M
Investment
$102.78M
$27.03M
Profit +$18,868.44
Realized
$959,477.69
Unrealized
$26.07M
Dividends
$3.55M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.002%
Profit
$18,868.44
Win %
68%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$1.72M
Win %
68%
This Month
Compared to last month
Gain
-1.47%
Profit
-$1.92M
Win %
68%
This Year
Compared to last year
Gain
3.58%
Profit
$4.46M
Win %
69%
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+10.03%
+$7,870.59 
GLW Corning Incorporated
+9.09%
+$44,625.66 
NNE Nano Nuclear Energy Inc.
+8.73%
+$347.94 
BKSY BlackSky Technology Inc.
+7.27%
+$114.73 
QBTS D-Wave Quantum Inc.
+7.12%
+$201.78 
ASTS AST SpaceMobile, Inc.
+6.73%
+$134.24 
AMD Advanced Micro Devices, Inc.
+6.54%
+$28,428.39 
OKLO Oklo Inc.
+6.02%
+$86.97 
VRT Vertiv Holdings Co
+4.31%
+$628.17 
ETN Eaton Corporation plc
+4.14%
+$53,855.97 
LRCX Lam Research Corporation
+4.02%
+$1,582.72 
WDC Western Digital Corporation
+3.82%
+$339.15 
ICLN iShares Global Clean Energy ETF
+3.54%
+$175.74 
TSLA Tesla, Inc.
+3.54%
+$24,020.03 
AMAT Applied Materials, Inc.
+3.44%
+$3,695.76 
VLO Valero Energy Corporation
+3.25%
+$4,824 
AVAV AeroVironment Inc.
+3.15%
+$141.05 
XYL Xylem Inc.
+3.13%
+$52.96 
GEV GE Vernova Inc.
+3.13%
+$589.4 
RGTI Rigetti Computing Inc
+3.12%
+$46.08 
RKLB Rocket Lab Corporation
+3.1%
+$139.3 
ASML ASML Holding N.V. New York Registry Shares
+3.04%
+$2,505.12 
QCOM QUALCOMM Incorporated
+3%
+$20,578.98 
VST Vistra Corp
+2.97%
+$195.14 
AVGO Broadcom Inc.
+2.7%
+$76,215.78 
MP MP Materials Corp.
+2.59%
+$95.88 
LMT Lockheed Martin Corporation
+2.52%
+$19,852.46 
MRVL Marvell Technology, Inc.
+2.52%
+$270 
URNM Sprott Uranium Miners ETF
+2.44%
+$59.77 
PBW Invesco WilderHill Clean Energy ETF
+2.39%
+$58.52 
IONQ IonQ, Inc.
+2.23%
+$61.6 
MPC Marathon Petroleum Corporation
+2.18%
+$15,409.37 
RIVN Rivian Automotive, Inc.
+1.98%
+$15.57 
CW Curtiss-Wright Corporation
+1.96%
+$956.75 
BP BP p.l.c. Sponsored ADR
+1.95%
+$256.5 
KTOS Kratos Defense & Security Solutions, Inc.
+1.87%
+$156.62 
PM Philip Morris International Inc.
+1.78%
+$18,694.44 
P Everpure Inc.
+1.72%
+$686 
PANW Palo Alto Networks, Inc.
+1.66%
+$132.96 
TTE TotalEnergies SE
+1.62%
+$574 
CAT Caterpillar Inc.
+1.57%
+$37,858.4 
DELL Dell Technologies Inc.
+1.52%
+$334.95 
UNH UnitedHealth Group Incorporated
+1.46%
+$2,142.3 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+1.43%
+$44 
DLR Digital Realty Trust, Inc.
+1.39%
+$12,269.61 
WMB The Williams Companies, Inc.
+1.38%
+$18,327 
ETR Entergy Corporation
+1.2%
+$1,101.66 
ED Consolidated Edison, Inc.
+1.15%
+$115.62 
CPB The Campbell's Company
+1.1%
+$305.5 
BTX BlackRock Technology and Private Equity Fund
+1.06%
+$1.24 
DOW Dow Inc.
+0.97%
+$411.25 
TRP TC Energy Corporation
+0.96%
+$5,495.4 
D Dominion Energy, Inc.
+0.96%
+$100.8 
NOC Northrop Grumman Corporation
+0.96%
+$7,402.27 
SNPS Synopsys, Inc.
+0.93%
+$32.9 
OXY Occidental Petroleum Corporation
+0.91%
+$981 
XLE Energy Select Sector SPDR Fund
+0.89%
+$2,681.28 
PLD Prologis Inc.
+0.88%
+$6,576.89 
RIO Rio Tinto Plc Sponsored ADR
+0.86%
+$178 
SO The Southern Company
+0.82%
+$689.76 
NEE NextEra Energy, Inc.
+0.8%
+$6,421.24 
CMI Cummins Inc.
+0.76%
+$2,071.52 
MLPX Global X MLP & Energy Infrastructure ETF
+0.75%
+$71.82 
AEP American Electric Power Company, Inc.
+0.75%
+$3,418.68 
DUK Duke Energy Corporation
+0.73%
+$1,970.32 
WTRG Essential Utilities Inc.
+0.68%
+$241.68 
CVX Chevron Corporation
+0.66%
+$5,375.06 
SBRA Sabra Health Care REIT, Inc.
+0.55%
+$9.19 
PNW Pinnacle West Capital Corporation
+0.53%
+$303.68 
AMT American Tower Corporation
+0.51%
+$2,154.58 
AXP American Express Company
+0.43%
+$40.6 
PEP PepsiCo, Inc.
+0.38%
+$5,362.76 
VMI Valmont Industries, Inc.
+0.36%
+$64.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.32%
+$1,662.93 
HTGC Hercules Capital Inc.
+0.31%
+$17.32 
VNQ Vanguard Real Estate ETF
+0.28%
+$76.68 
NFG National Fuel Gas Company
+0.28%
+$115 
TSCO Tractor Supply Company
+0.27%
+$192.37 
KO The Coca-Cola Company
+0.25%
+$261.8 
META Meta Platforms Inc Class A
+0.21%
+$2,638.01 
COP ConocoPhillips
+0.19%
+$1,685.82 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.18%
+$84.37 
GOOGL Alphabet Inc
+0.18%
+$8,635.3 
GOOG Alphabet Inc
+0.18%
+$2,614.88 
MS Morgan Stanley
+0.17%
+$1,434.37 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.17%
+$96.16 
UNP Union Pacific Corporation
+0.16%
+$3,623.7 
QQQ Invesco QQQ Trust, Series 1
+0.16%
+$114 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.15%
+$7.38 
AES AES Corporation
+0.14%
+$40 
XOM Exxon Mobil Corporation
+0.13%
+$3,452.19 
GE General Electric Company
+0.13%
+$2.64 
BAC Bank of America Corporation
+0.09%
+$30.25 
MCD McDonald's Corporation
+0.07%
+$829.78 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.05%
+$8.64 
LH Labcorp Holdings Inc.
0%
+$1.46 
CNHI CNH Industrial N.V.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$7,671.51 
NVS Novartis AG Sponsored ADR
-13.95%
-$115,186.58 
AMGN Amgen Inc.
-8.99%
-$4,954.32 
SYK Stryker Corporation
-7.56%
-$1,443.33 
BKNG Booking Holdings Inc.
-6.25%
-$69,006.91 
NOW ServiceNow, Inc.
-5.4%
-$190.63 
FIS Fidelity National Information Services, Inc.
-4.96%
-$973.93 
ACN Accenture plc Class A
-4.74%
-$15,620.25 
CRM Salesforce Inc
-4.24%
-$41,360.04 
FISV Fiserv, Inc.
-4.02%
-$468.6 
BAX Baxter International Inc.
-3.72%
-$960 
LKQ LKQ Corporation
-3.67%
-$1,133.77 
ETD Ethan Allen Interiors Inc.
-3.58%
-$402.5 
LNC Lincoln National Corporation
-3.55%
-$1,130.5 
SWK Stanley Black & Decker Inc.
-3.51%
-$3,420 
UHAL U-Haul Holding Company
-3.49%
-$7.04 
ADBE Adobe Inc.
-3.37%
-$13,574.92 
GIS General Mills, Inc.
-3.34%
-$456.96 
F Ford Motor Company
-3.28%
-$96 
ADP Automatic Data Processing Inc.
-3.08%
-$33,775.7 
PYPL PayPal Holdings Inc
-3.04%
-$910 
SON Sonoco Products Co.
-3.04%
-$948 
EW Edwards Lifesciences Corporation
-2.9%
-$3,132 
MGA Magna International Inc.
-2.87%
-$1,119.83 
MELI MercadoLibre, Inc.
-2.61%
-$103.38 
NVO Novo Nordisk A/S Sponsored ADR
-2.55%
-$1,061.48 
BDX Becton, Dickinson and Company
-2.55%
-$5,575.43 
CAH Cardinal Health Inc.
-2.41%
-$1,108.56 
HONA Honeywell Aerospace Inc.
-2.4%
-$10,897.89 
MAT Mattel Inc.
-2.39%
-$68.38 
LDOS Leidos Holdings Inc.
-2.29%
-$115.52 
ABBV AbbVie Inc.
-2.24%
-$53,170.16 
UHAL-B U-Haul Holding Company
-2.24%
-$542.52 
AVY Avery Dennison Corporation
-2.22%
-$539.32 
WHR Whirlpool Corporation
-2.19%
-$1,032 
SBUX Starbucks Corporation
-2.19%
-$15,649.97 
BR Broadridge Financial Solutions, Inc.
-2.17%
-$5,549.76 
CASY Casey's General Stores Inc.
-2.14%
-$1,408.1 
MAS Masco Corporation
-2.12%
-$1,545 
TJX The TJX Companies, Inc.
-2.11%
-$1,116 
JNJ Johnson & Johnson
-2.06%
-$33,324.62 
VFLO VictoryShares Free Cash Flow ETF
-1.96%
-$74.86 
COF Capital One Financial Corporation
-1.94%
-$482.51 
HD The Home Depot, Inc.
-1.89%
-$27,815.95 
NVDA NVIDIA Corporation
-1.89%
-$93,460.96 
CRL Charles River Laboratories International, Inc.
-1.87%
-$615.6 
CAG Conagra Brands Inc.
-1.84%
-$798 
LLY Eli Lilly and Company
-1.81%
-$4,009.57 
MET MetLife Inc.
-1.77%
-$2,422 
LIN Linde plc
-1.76%
-$5,760.86 
PFE Pfizer Inc.
-1.76%
-$1,300 
CI The Cigna Group
-1.75%
-$287.1 
V Visa Inc. Class A
-1.72%
-$27,702.78 
MDT Medtronic plc
-1.66%
-$14,181.96 
ZTS Zoetis Inc.
-1.62%
-$3,771.18 
HAS Hasbro Inc.
-1.61%
-$5,158.38 
SUPN Supernus Pharmaceuticals Inc.
-1.61%
-$1,385.19 
DE Deere & Company
-1.55%
-$2,180.23 
NUE Nucor Corporation
-1.54%
-$313.56 
CMCSA Comcast Corp
-1.53%
-$236.81 
EBC Eastern Bankshares, Inc.
-1.5%
-$579.68 
ALL Allstate Corporation
-1.5%
-$13,023.75 
MRNA Moderna, Inc.
-1.48%
-$261.36 
AFL Aflac Inc.
-1.48%
-$2,422 
CHD Church & Dwight Co., Inc.
-1.46%
-$3,879.36 
BLD TopBuild Corp
-1.45%
-$580.53 
PRU Prudential Financial, Inc.
-1.45%
-$7,322.98 
WAT Waters Corporation
-1.43%
-$1,284.8 
MSFT Microsoft Corp.
-1.4%
-$99,582.14 
IDXX IDEXX Laboratories, Inc.
-1.4%
-$1,787.72 
UPS United Parcel Service, Inc.
-1.38%
-$346.86 
KMB Kimberly-Clark Corporation
-1.37%
-$2,072.16 
PLTR Palantir Technologies Inc.
-1.35%
-$5,000.84 
LOW Lowe's Companies Inc.
-1.32%
-$315.9 
LW Lamb Weston Holdings, Inc.
-1.27%
-$381 
WY Weyerhaeuser Company
-1.26%
-$84.97 
AAPL Apple Inc.
-1.19%
-$119,302.53 
TFC Truist Financial Corporation
-1.19%
-$6,542.98 
MO Altria Group, Inc.
-1.18%
-$2,571.32 
AZN AstraZeneca PLC American Depositary Shares
-1.16%
-$122.85 
BX Blackstone Inc.
-1.16%
-$12,302.59 
WMT Walmart Inc.
-1.15%
-$23,913.66 
IBM International Business Machines Corporation
-1.1%
-$3,004.4 
TMO Thermo Fisher Scientific Inc.
-1.1%
-$11,448.05 
EQH Equitable Holdings, Inc.
-1.09%
-$115 
SCHD Schwab U.S. Dividend Equity ETF
-1.08%
-$626.62 
AMCR Amcor plc
-1.06%
-$736.8 
HBAN Huntington Bancshares Incorporated
-1.06%
-$6,317.19 
PII Polaris Inc.
-1.01%
-$63 
NKE Nike, Inc. - Class B
-0.98%
-$439.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.96%
-$25.57 
PHO Invesco Water Resources ETF
-0.94%
-$194.84 
ROK Rockwell Automation, Inc.
-0.94%
-$244.2 
JPM JPMorgan Chase & Co.
-0.92%
-$39,049.13 
MRK Merck & Co., Inc.
-0.91%
-$22,936.1 
USB U.S. Bancorp
-0.91%
-$666.42 
FTV Fortive Corporation
-0.87%
-$2,791.8 
PG Procter & Gamble Co
-0.85%
-$12,618.75 
B BARRICK MINING CORP Common Stock (ABR0)
-0.85%
-$76.76 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.81%
-$1,043.41 
APD Air Products and Chemicals, Inc.
-0.79%
-$4,088.82 
ECL Ecolab Inc.
-0.78%
-$5,931.23 
GD General Dynamics Corporation
-0.76%
-$1,758.11 
SCHW Charles Schwab Corporation
-0.76%
-$6,630.52 
TRV The Travelers Companies, Inc.
-0.76%
-$499.41 
DHR Danaher Corporation
-0.75%
-$4,876.56 
COST Costco Wholesale Corporation
-0.73%
-$9,564.26 
CB Chubb Limited
-0.71%
-$7,295.72 
TEL TE Connectivity plc
-0.7%
-$5,184.46 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$1,401.15 
DIS The Walt Disney Company
-0.69%
-$388.36 
T AT&T Inc.
-0.68%
-$695.27 
SNA Snap-on Inc.
-0.66%
-$1,934.15 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$5,511.84 
AMZN Amazon.com Inc
-0.63%
-$25,374.22 
WM Waste Management, Inc.
-0.61%
-$201 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.6%
-$1,128.32 
BAH Booz Allen Hamilton Holding Corporation
-0.6%
-$202.4 
MKC McCormick & Company, Incorporated
-0.59%
-$9.92 
TGT Target Corporation
-0.55%
-$3,629.7 
ELS Equity Lifestyle Properties Inc.
-0.51%
-$122.24 
VOE Vanguard Mid-Cap Value ETF
-0.51%
-$15.97 
TXN Texas Instruments Inc
-0.51%
-$569.85 
EMR Emerson Electric Co.
-0.5%
-$248.71 
CARR Carrier Global Corporation
-0.5%
-$210 
RTX RTX Corporation
-0.5%
-$7,403.93 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.46%
-$107.46 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.46%
-$190.55 
SUSA iShares MSCI USA ESG Select ETF
-0.46%
-$1,638.5 
SLB Schlumberger Limited
-0.45%
-$536.9 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$3,911.05 
DFAS Dimensional U.S. Small Cap ETF
-0.41%
-$911.88 
RF Regions Financial Corporation
-0.41%
-$212.5 
BTI British American Tobacco p.l.c. ADR
-0.41%
-$92.25 
DON WisdomTree U.S. MidCap Dividend Fund
-0.41%
-$333.23 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.39%
-$439.53 
DSI iShares MSCI KLD 400 Social ETF
-0.37%
-$109.08 
TT Trane Technologies plc
-0.36%
-$8.15 
HQH Tekla Healthcare Investors
-0.35%
-$102.96 
IVV iShares Core S&P 500 ETF
-0.35%
-$135.25 
VOO Vanguard S&P 500 ETF
-0.35%
-$1,056.48 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$138.65 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.34%
-$208.81 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$2,217.61 
SYY Sysco Corporation
-0.33%
-$205.14 
CL Colgate-Palmolive Company
-0.31%
-$407.55 
LHX L3Harris Technologies, Inc.
-0.31%
-$138.25 
JSTC Adasina Social Justice All Cap Global ETF
-0.3%
-$7.22 
BNY BlackRock New York Municipal Income Trust
-0.3%
-$1,657.5 
AVEM Avantis Emerging Markets Equity ETF
-0.29%
-$617.4 
ITRI Itron Inc.
-0.28%
-$13.77 
VYM Vanguard High Dividend Yield ETF
-0.28%
-$233.87 
FITB Fifth Third Bancorp
-0.27%
-$1,691.55 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.27%
-$395.85 
EFA iShares MSCI EAFE ETF
-0.27%
-$149.35 
BA Boeing Company
-0.25%
-$1,345.14 
CSCO Cisco Systems, Inc.
-0.24%
-$5,817.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$3,063.85 
VUG Vanguard Growth ETF
-0.21%
-$286.38 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$26.35 
CSX CSX Corporation
-0.2%
-$91.7 
VO Vanguard Mid-Cap ETF
-0.2%
-$2,300.1 
AMP Ameriprise Financial, Inc.
-0.2%
-$4,323 
PABU iShares Paris-Aligned Climate MSCI USA ETF
-0.19%
-$32.19 
BRK-B Berkshire Hathaway Inc.
-0.19%
-$3,322.41 
CVS CVS Health Corporation
-0.16%
-$39.06 
SCHV Schwab U.S. Large-Cap Value ETF
-0.14%
-$215.7 
STT State Street Corp
-0.13%
-$182 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$228.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$2,838.9 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.1%
-$0.07 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$132.66 
IWF iShares Russell 1000 Growth ETF
-0.05%
-$93.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$20.14 
FE FirstEnergy Corp.
-0.04%
-$12 
GVI iShares Intermediate Government Bond ETF
-0.03%
-$45.95 
IWM iShares Russell 2000 ETF
-0.03%
-$8 
KHC The Kraft Heinz Company
-0.02%
-$0.06 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$10.47 
VZ Verizon Communications Inc.
-0.02%
-$147 
DGX Quest Diagnostics Inc.
-0.02%
-$139.28 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$8.46 
CP Canadian Pacific Kansas City Limited
-0.02%
-$8.37 
USXF iShares ESG Aware MSCI USA ETF
-0.01%
-$1.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$0.78 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1267 | Longs Won 788/1267 62% | Profit Factor 5.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $152,983.94 |
| Average Win $41,269.99 | Best Trade (Sep 04) $2.93M | Sharpe Ratio -10.62 |
| Average Loss -$11,473.14 | Worst Trade (Sep 11) -$309,213.94 | Z-Score 5.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y | Expectancy $21,330.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,313 | $7.29M | $9.9M | - | $2.61M | 35.8% | -1.191% |
| ABBV AbbVie Inc. | 9,247 | $1.84M | $2.32M | - | $481,034.45 | 26.18% | -2.242% |
| ACN Accenture plc Class A | 1,765 | $260,256.03 | $313,940.55 | - | $53,684.52 | 20.63% | -4.74% |
| ADBE Adobe Inc. | 1,510 | $683,925.72 | $388,855.2 | - | -$295,070.52 | -43.14% | -3.373% |
| ADP Automatic Data Processing Inc. | 3,955 | $1.06M | $1.06M | - | $5,529.23 | 0.52% | -3.076% |
| AEP American Electric Power Company, Inc. | 3,676 | $384,327.32 | $461,080.68 | - | $76,753.36 | 19.97% | +0.747% |
| AES AES Corporation | 2,000 | $29,320 | $29,620 | - | $300 | 1.02% | +0.135% |
| AFL Aflac Inc. | 1,400 | $161,970 | $161,672 | - | -$298 | -0.18% | -1.476% |
| ALL Allstate Corporation | 3,348 | $648,191.8 | $856,016.64 | - | $207,824.84 | 32.06% | -1.499% |
| AMAT Applied Materials, Inc. | 236 | $70,097.89 | $111,007.32 | - | $40,909.43 | 58.36% | +3.444% |
| AMCR Amcor plc | 1,535 | $66,542 | $68,568.45 | - | $2,026.45 | 3.05% | -1.063% |
| AMD Advanced Micro Devices, Inc. | 910 | $494,102.19 | $463,017.1 | - | -$31,085.09 | -6.29% | +6.541% |
| AMGN Amgen Inc. | 126 | $40,598.19 | $50,136.66 | - | $9,538.47 | 23.49% | -8.993% |
| AMP Ameriprise Financial, Inc. | 3,930 | $1.85M | $2.2M | - | $349,310.31 | 18.89% | -0.196% |
| AMT American Tower Corporation | 2,394 | $532,267.92 | $423,139.5 | - | -$109,128.42 | -20.5% | +0.512% |
| AMZN Amazon.com Inc | 15,663 | $2.99M | $4.02M | - | $1.04M | 34.73% | -0.627% |
| APD Air Products and Chemicals, Inc. | 1,718 | $507,619.62 | $513,493.02 | - | $5,873.4 | 1.16% | -0.79% |
| ASML ASML Holding N.V. New York Registry Shares | 48 | $38,526.52 | $84,819.36 | - | $46,292.84 | 120.16% | +3.043% |
| ASTS AST SpaceMobile, Inc. | 32 | $728 | $2,128.16 | - | $1,400.16 | 192.33% | +6.732% |
| AVAV AeroVironment Inc. | 31 | $3,695 | $4,625.2 | - | $930.2 | 25.17% | +3.146% |
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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 - $655,385.48, JPMorgan Chase & Co - $218,043.67, Alphabet Inc - $208,970.72, Alphabet Inc - $208,496.67, and Honeywell International Inc - $208,018.13. 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 - $607,930.92, PayPal Holdings Inc - $286,490.92, UnitedHealth Group Incorporated - $123,514.49, Zoetis Inc - $78,625.03, and Crown Castle Inc - $68,657.15. 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 $3.55M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $135,101.24, VANGUARD FTSE DEVELOPED MARKETS ETF - $125,082.96, JPMorgan Chase & Co - $122,389.95, AbbVie Inc - $120,946.25, and PepsiCo, Inc - $98,041.21. 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.
