KS
Kevin Siebert Portfolio
Invests via Atmos Advisory LLC | Managed by Kevin Siebert
Invests via Atmos Advisory LLC
Managed by Kevin Siebert
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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:
27.52%
Gain +0.55%
Monthly
0.25%
Yearly
3.01%
Drawdown
18.08%
$186.31M
Equity
Holdings
$186.31M
Investment
$156.33M
$27.23M
Profit +$1.1M
Realized
-$2.75M
Unrealized
$29.98M
Dividends
$15.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.1M
Win %
83%
This Week
Compared To Last Week
Gain
0.66%
Profit
$1.22M
Win %
83%
This Month
Compared to last month
Gain
0.72%
Profit
$1.34M
Win %
83%
This Year
Compared to last year
Gain
7.98%
Profit
$13.76M
Win %
83%
SCHE Schwab Emerging Markets Equity ETF
+2.18%
+$90.85 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$232,019.4 
ESGV Vanguard ESG U.S. Stock ETF
+2.01%
+$63,259.39 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$388,959.91 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$150.45 
DFUS Dimensional U.S. Equity Market ETF
+1.73%
+$2,581.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.4%
+$115,005 
SCHF Schwab International Equity ETF
+1.23%
+$82.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$292,386.36 
SCHA Schwab U.S. Small-Cap ETF
+1%
+$61.6 
VB Vanguard Small-Cap ETF
+0.69%
+$116,552.74 
VTV Vanguard Value ETF
+0.53%
+$60,788.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$406.16 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$20,204.4 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$7.78 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$16,903.38 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.06%
+$8,464.5 
BNDX Vanguard Total International Bond ETF
+0.02%
+$2,829.61 
Events
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Dividends
Dividend Analysis
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| Trades 304 | Longs Won 191/304 62% | Profit Factor 4.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $506,241.24 |
| Average Win $185,334.17 | Best Trade (Jun 15) $5.65M | Sharpe Ratio -9.53 |
| Average Loss -$72,318.33 | Worst Trade (Dec 31) -$1.73M | Z-Score 7.32 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 6d | Expectancy $89,562.02 |
| 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 | 2,577 | 2,320 | 2,062 | 1,804 | 1,546 | 1,289 | 1,031 | 773 | 515 | 258 |
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Returns
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