GC
Gregory Clinton Portfolio
Invests via KRAEMATON INVESTMENT ADVISORS Inc. | Managed by Gregory T. Clinton
Invests via KRAEMATON INVESTMENT ADVISORS Inc.
Managed by Gregory T. Clinton
Automatically Tracked
Gregory Clinton Profile
With a diverse background in technology startups, Gregory Clinton is recognized as an entrepreneurial founder who has pioneered several successful ventures. His strategic insight into emerging markets has led to the development of innovative solutions that bridge gaps in underserved industries. Throughout his career, he has cultivated partnerships with key stakeholders and investors, demonstrating a strong capacity for capitalizing on market opportunities. By combining operational expertise with an eye for disruptive technologies, he remains at the forefront of digital transformation initiatives. His influence extends beyond individual projects; Clinton actively contributes to fostering startup ecosystems aimed at advancing sustainable practices across sectors.
With a diverse background in technology startups, Gregory Clinton is recognized as an entrepreneurial founder who has pioneered several successful ventures. His strategic insight into emerging markets has led to the development of innovative solutions that bridge gaps in underserved industries. Throughout his career, he has cultivated partnerships with key stakeholders and investors, demonstrating a strong capacity for capitalizing on market opportunities. By combining operational expertise with an eye for disruptive technologies, he remains at the forefront of digital transformation initiatives. His influence extends beyond individual projects; Clinton actively contributes to fostering startup ecosystems aimed at advancing sustainable practices across sectors.
Investment Philosophy & Strategy
Opportunity identification drives Gregory Clinton's investment approach, emphasizing transformative ventures within dynamic technology sectors. His entrepreneurial mindset enables him to harness trends that challenge established norms, fostering innovations that resonate with market demand. By leveraging his extensive network, he focuses on startups poised for growth through differentiation and strategic execution. This entails not only cultivating relationships but also deploying capital in a way that accelerates their impact across industries while promoting sustainability and scalability.
Opportunity identification drives Gregory Clinton's investment approach, emphasizing transformative ventures within dynamic technology sectors. His entrepreneurial mindset enables him to harness trends that challenge established norms, fostering innovations that resonate with market demand. By leveraging his extensive network, he focuses on startups poised for growth through differentiation and strategic execution. This entails not only cultivating relationships but also deploying capital in a way that accelerates their impact across industries while promoting sustainability and scalability.
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:
42.51%
Gain -0.45%
Monthly
0.38%
Yearly
4.63%
Drawdown
23.27%
$132.68M
Equity
Holdings
$132.68M
Investment
$100.95M
$18.22M
Profit -$505,189.96
Realized
-$14.55M
Unrealized
$32.77M
Dividends
$9.66M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$505,189.96
Win %
79%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.02M
Win %
79%
This Month
Compared to last month
Gain
-0.76%
Profit
-$1.02M
Win %
79%
This Year
Compared to last year
Gain
-0.76%
Profit
-$1.02M
Win %
75%
ADBE Adobe Inc.
+6.1%
+$35,636.76 
VZ Verizon Communications Inc.
+5.84%
+$28,789.76 
CRM Salesforce Inc
+4.29%
+$21,872.53 
AAPL Apple Inc.
+3.53%
+$186,792.48 
KKR KKR & Co. Inc.
+3.53%
+$30,493.05 
ABT Abbott Laboratories
+2.29%
+$11,372.12 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$16,979.96 
RTX RTX Corporation
+1.74%
+$142,455.33 
ISRG Intuitive Surgical, Inc.
+1.65%
+$7,425.41 
JNJ Johnson & Johnson
+1.59%
+$4,427.36 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.29%
+$13,215.6 
BAC Bank of America Corporation
+1.26%
+$5,584.03 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$44,697.14 
BN Brookfield Corporation
+1.12%
+$7,039.38 
SNOW Snowflake Inc.
+1.1%
+$4,145.95 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.05%
+$9,640.8 
SLF Sun Life Financial Inc.
+1.03%
+$36,006.6 
GCOW Pacer Global Cash Cows Dividend ETF
+1.02%
+$9,124.1 
SLV iShares Silver Trust
+1.02%
+$3,664.94 
AFL Aflac Inc.
+1.01%
+$19,522.44 
DUK Duke Energy Corporation
+0.97%
+$3,063.08 
ABBV AbbVie Inc.
+0.95%
+$4,450.52 
JPM JPMorgan Chase & Co.
+0.95%
+$5,017.96 
IDXX IDEXX Laboratories, Inc.
+0.92%
+$25,393.55 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$2,596.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$4,604.05 
LLY Eli Lilly and Company
+0.86%
+$8,422.66 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$27,601.2 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.8%
+$3,036.78 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.78%
+$6,362.76 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$1,484.83 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$5,478.46 
GOOGL Alphabet Inc
+0.65%
+$3,823.23 
IDMO Invesco S&P International Developed Momentum ETF
+0.52%
+$19,416.54 
ES Eversource Energy
+0.39%
+$1,219.45 
PAVE Global X U.S. Infrastructure Development ETF
+0.31%
+$7,182.72 
PBA Pembina Pipeline Corporation
+0.31%
+$9,485.76 
INCO Columbia India Consumer ETF
+0.29%
+$4,328.37 
GDX VanEck Gold Miners ETF
+0.28%
+$5,861.18 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.24%
+$1,495.68 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.23%
+$618.75 
FTMA Franklin Massachusetts Municipal Income ETF
+0.22%
+$340 
ED Consolidated Edison, Inc.
+0.2%
+$1,747.7 
HII Huntington Ingalls Industries Inc.
+0.17%
+$479.5 
FYEE Fidelity Yield Enhanced Equity Fund
+0.17%
+$1,807.15 
ICOW Pacer Developed Markets International ETF
+0.14%
+$576 
BA Boeing Company
+0.14%
+$1,187.55 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
+0.12%
+$2,300.18 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$239.25 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$4,702.88 
GSEP FT Vest US Equity Moderate B Fund
+0.08%
+$1,208.72 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.07%
+$1,201.09 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$1,271.53 
MSFT Microsoft Corp.
+0.03%
+$329.21 
EMBX VanEck Emerging Markets Bond ETF
+0.02%
+$680.59 
BAM
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-9.87%
-$292,972.58 
TTMI TTM Technologies, Inc.
-9.28%
-$44,808.99 
WULF TeraWulf Inc.
-7.93%
-$66,461.96 
MU Micron Technology, Inc.
-6.99%
-$17,799.82 
GNRC Generac Holdings Inc.
-4.03%
-$11,461.51 
FTHF First Trust Emerging Markets Human Flourishing ETF
-3.1%
-$49,902.33 
APH Amphenol Corporation
-3.02%
-$94,214.48 
NLR VanEck Uranium and Nuclear ETF
-2.97%
-$8,893.98 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.9%
-$35,293.44 
QTUM Defiance Quantum ETF
-2.73%
-$72,898.04 
ARKK ARK Innovation ETF Fund
-2.63%
-$41,500.48 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$5,417.38 
QCOM QUALCOMM Incorporated
-2.42%
-$6,640.56 
TSLA Tesla, Inc.
-2.08%
-$8,091.9 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$6,976.11 
OLN Olin Corporation
-1.86%
-$5,485.48 
CWB SPDR Bloomberg Convertible Securities ETF
-1.64%
-$20,498.01 
GEV GE Vernova Inc.
-1.59%
-$5,047.06 
FCX Freeport-McMoRan Inc.
-1.42%
-$6,758.1 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.33%
-$34,375.34 
OCUL Ocular Therapeutix Inc.
-1.33%
-$12,646.2 
GS The Goldman Sachs Group, Inc.
-1.25%
-$4,761.97 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$14,317.83 
HODL VanEck Bitcoin ETF
-0.95%
-$3,799.78 
VGT Vanguard Information Technology ETF
-0.95%
-$9,187.61 
NVDA NVIDIA Corporation
-0.92%
-$52,834.28 
SNEX StoneX Group Inc.
-0.8%
-$1,674 
RAAX VanEck Real Assets ETF
-0.79%
-$3,757.12 
CWST Casella Waste Systems Inc.
-0.71%
-$22,833.24 
AMZN Amazon.com Inc
-0.66%
-$16,202.15 
XAR SPDR S&P Aerospace & Defense ETF
-0.57%
-$2,429.64 
CARR Carrier Global Corporation
-0.39%
-$3,953.61 
CHRD Chord Energy Corp
-0.38%
-$7,359.58 
PLTR Palantir Technologies Inc.
-0.36%
-$4,845.15 
SPHQ Invesco S&P 500 Quality ETF
-0.33%
-$3,897.91 
AIR AAR Corp.
-0.32%
-$1,847.15 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.23%
-$641.57 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.21%
-$1,750.43 
ENFR Alerian Energy Infrastructure ETF
-0.2%
-$4,995.52 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.16%
-$665.55 
NI NiSource Inc.
-0.15%
-$304.36 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$587.05 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$169.31 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
-0.02%
-$144.1 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
-0.01%
-$79.28 Events
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Dividends
Dividend Analysis
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| Trades 1770 | Longs Won 852/1770 48% | Profit Factor 1.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $177,749.17 |
| Average Win $51,158.71 | Best Trade (Jul 25) $4.3M | Sharpe Ratio -100.99 |
| Average Loss -$27,630.39 | Worst Trade (Mar 30) -$884,347.8 | Z-Score 0.84 (60.15%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 2d | Expectancy $10,295.31 |
| 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 | 4,808 | 4,327 | 3,846 | 3,365 | 2,885 | 2,404 | 1,923 | 1,442 | 962 | 481 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Gregory Clinton?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.14M, RTX Corporation - $679,113.8, iShares Fallen Angels USD Bond ETF - $661,072.93, Pembina Pipeline Corporation - $656,472.12, and Palantir Technologies Inc - $568,040.5. 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: HubSpot, Inc - $1.72M, Amplify Online Retail ETF - $1.29M, B&G Foods Inc - $999,756.57, First Trust Dow Jones Internet Index Fund - $968,342.65, and Invesco Dorsey Wright Health Care Momentum ETF - $944,643.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory Clinton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.66M earned over time. The largest contributors to dividend income include iShares Fallen Angels USD Bond ETF - $892,561.25, JPMorgan Equity Premium Income Fund - $655,504.01, Goldman Sachs BDC Inc - $651,863.27, Pembina Pipeline Corporation - $584,690.31, and Sun Life Financial Inc - $488,990.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory Clinton's monthly returns?
Gregory Clinton'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 Gregory Clinton's strategy be considered aggressive or moderate?
Gregory Clinton'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 Gregory Clinton's strategy?
Gregory Clinton'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.
