Kevin Siebert Portfolio
Invests via Atmos Advisory LLC | Managed by Kevin Siebert
Invests via Atmos Advisory LLC
Managed by Kevin Siebert
Automatically Tracked
Kevin Siebert Profile
Kevin Siebert has built a notable reputation as an entrepreneurial founder and leader within the technology sector. With extensive experience in launching innovative products, he combines technical expertise with strategic foresight to navigate complex market dynamics. His leadership role encompasses not only business development but also operational excellence, establishing key partnerships that enhance competitive positioning. A strong advocate for advancing technological solutions, his vision resonates across teams, driving projects from conception to execution while aligning them with emerging industry trends. His significant contributions in fostering collaborative environments mark him as a relevant figure in modern entrepreneurship.
Kevin Siebert has built a notable reputation as an entrepreneurial founder and leader within the technology sector. With extensive experience in launching innovative products, he combines technical expertise with strategic foresight to navigate complex market dynamics. His leadership role encompasses not only business development but also operational excellence, establishing key partnerships that enhance competitive positioning. A strong advocate for advancing technological solutions, his vision resonates across teams, driving projects from conception to execution while aligning them with emerging industry trends. His significant contributions in fostering collaborative environments mark him as a relevant figure in modern entrepreneurship.
Investment Philosophy & Strategy
Innovation in technology remains at the forefront of strategy for Kevin Siebert, whose entrepreneurial spirit drives a focus on transformative products. By blending technical prowess with market insights, he seeks opportunities to disrupt existing paradigms and redefine user experiences. Capitalizing on his extensive leadership experience, he prioritizes fostering an ecosystem conducive to collaboration and growth. Each initiative reflects a commitment to not only advancing technological boundaries but also ensuring scalability within the competitive landscape. This approach positions him as a proactive leader who consistently champions advancements that align with contemporary demands.
Innovation in technology remains at the forefront of strategy for Kevin Siebert, whose entrepreneurial spirit drives a focus on transformative products. By blending technical prowess with market insights, he seeks opportunities to disrupt existing paradigms and redefine user experiences. Capitalizing on his extensive leadership experience, he prioritizes fostering an ecosystem conducive to collaboration and growth. Each initiative reflects a commitment to not only advancing technological boundaries but also ensuring scalability within the competitive landscape. This approach positions him as a proactive leader who consistently champions advancements that align with contemporary demands.
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:
38.91%
Gain -0.25%
Monthly
0.31%
Yearly
3.84%
Drawdown
17.13%
$188.65M
Equity
Holdings
$188.65M
Investment
$164.81M
$22.14M
Profit -$316,811.93
Realized
-$1.69M
Unrealized
$23.83M
Dividends
$17.53M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$316,811.93
Win %
67%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$271,949.35
Win %
67%
This Month
Compared to last month
Gain
0.44%
Profit
$822,462.87
Win %
67%
This Year
Compared to last year
Gain
-1.29%
Profit
-$2.46M
Win %
68%
WTW Willis Towers Watson Public Limited Company
+1.05%
+$625.92 
SCHH Schwab U.S. REIT ETF
+0.56%
+$11.5 
VNQ Vanguard Real Estate ETF
+0.44%
+$46,771.2 
VTV Vanguard Value ETF
+0.33%
+$38,827.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$45,027.64 
SCHF Schwab International Equity ETF
+0.18%
+$10.72 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.18%
+$13,683.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$17,407.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.02%
+$2.19 
VWO Vanguard FTSE Emerging Markets ETF
-0.99%
-$100,340 
SCHE Schwab Emerging Markets Equity ETF
-0.95%
-$37.6 
SCHA Schwab U.S. Small-Cap ETF
-0.95%
-$56.11 
VB Vanguard Small-Cap ETF
-0.88%
-$147,507.96 
ESGV Vanguard ESG U.S. Stock ETF
-0.83%
-$26,314.85 
DFUS Dimensional U.S. Equity Market ETF
-0.6%
-$937.78 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$135,470.4 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$51.8 
BNDX Vanguard Total International Bond ETF
-0.19%
-$29,082.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$23,036.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$8,545.11 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$7,797.52 Events
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Dividends
Dividend Analysis
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| Trades 352 | Longs Won 208/352 59% | Profit Factor 3.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $457,863 |
| Average Win $158,552.6 | Best Trade (Oct 14) $6.11M | Sharpe Ratio -10.13 |
| Average Loss -$75,264.34 | Worst Trade (Oct 14) -$2.07M | Z-Score 3.02 (99.74%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 2d | Expectancy $62,900.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,506 | 2,256 | 2,005 | 1,754 | 1,504 | 1,253 | 1,003 | 752 | 501 | 251 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market Index Fund | 311,901 | $24.56M | $22.08M | - | -$2.48M | -10.11% | -0.035% |
| BNDX Vanguard Total International Bond ETF | 323,143 | $16.39M | $15.23M | - | -$1.17M | -7.12% | -0.191% |
| DFUS Dimensional U.S. Equity Market ETF | 1,857 | $96,540.37 | $155,050.21 | - | $58,509.84 | 60.61% | -0.601% |
| ESGV Vanguard ESG U.S. Stock ETF | 23,083 | $2.07M | $3.13M | - | $1.06M | 51.25% | -0.835% |
| SCHA Schwab U.S. Small-Cap ETF | 181 | $4,535.8 | $5,824.58 | - | $1,288.78 | 28.41% | -0.954% |
| SCHE Schwab Emerging Markets Equity ETF | 109 | $3,143.33 | $3,901.65 | - | $758.32 | 24.12% | -0.955% |
| SCHF Schwab International Equity ETF | 214 | $4,135.8 | $5,793 | - | $1,657.2 | 40.07% | +0.185% |
| SCHH Schwab U.S. REIT ETF | 92 | $2,274.68 | $2,070.46 | - | -$204.22 | -8.98% | +0.559% |
| SCHX Schwab U.S. Large-Cap ETF | 296 | $5,621.79 | $8,931.8 | - | $3,310.01 | 58.88% | -0.577% |
| SCHZ Schwab U.S. Aggregate Bond ETF | 437 | $11,055.84 | $9,738.54 | - | -$1,317.3 | -11.91% | +0.022% |
| VB Vanguard Small-Cap ETF | 58,074 | $12.62M | $16.58M | - | $3.96M | 31.38% | -0.882% |
| VBR VANGUARD SMALL-CAP VALUE ETF | 34,878 | $6.32M | $8.27M | - | $1.94M | 30.73% | -0.103% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 321,626 | $16M | $22.45M | - | $6.45M | 40.33% | +0.201% |
| VNQ Vanguard Real Estate ETF | 116,928 | $11.41M | $10.74M | - | -$671,960.63 | -5.89% | +0.437% |
| VSS Vanguard FTSE All-World ex-US Small-Cap ETF | 48,870 | $6.14M | $7.46M | - | $1.31M | 21.38% | +0.184% |
| VTEB Vanguard Tax-Exempt Bond ETF | 460,733 | $23.16M | $22.07M | - | -$1.09M | -4.7% | -0.104% |
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund | 316,500 | $15.11M | $15.39M | - | $283,598.68 | 1.88% | +0.113% |
| VTV Vanguard Value ETF | 53,188 | $8.13M | $11.9M | - | $3.77M | 46.3% | +0.327% |
| VV Vanguard Large-Cap Index Fund ETF Shares | 65,130 | $14.63M | $23.04M | - | $8.41M | 57.48% | -0.584% |
| VWO Vanguard FTSE Emerging Markets ETF | 173,000 | $8.08M | $10.07M | - | $1.99M | 24.69% | -0.987% |
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FAQ
Which stocks have generated the highest profits for Kevin Siebert?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $2.58M, Vanguard Total Bond Market Index Fund - $2.21M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.67M, Vanguard Total International Bond ETF - $1.26M, and Vanguard Real Estate ETF - $1.18M. 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: iShares iBoxx $ High Yield Corporate Bond ETF - $729,163.63, iShares Core S&P 500 ETF - $27,742.11, iShares Russell 2000 ETF - $13,656.5, Schwab U.S. Aggregate Bond ETF - $9,505.19, and iShares Russell 2000 Growth ETF - $4,913.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Siebert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.53M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.76M, Vanguard Tax-Exempt Bond ETF - $2.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.18M, Vanguard Total International Bond ETF - $1.88M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.67M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Siebert's monthly returns?
Kevin Siebert's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kevin Siebert's strategy be considered aggressive or moderate?
Kevin Siebert'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 Kevin Siebert's strategy?
Kevin Siebert'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.
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