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:
57.1%
Gain -0.69%
Monthly
0.48%
Yearly
5.86%
Drawdown
23.07%
$138.46M
Equity
Holdings
$138.46M
Investment
$99.91M
$24.41M
Profit -$683,841.8
Realized
-$14.14M
Unrealized
$38.55M
Dividends
$9.88M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$683,841.8
Win %
80%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$1.88M
Win %
80%
This Month
Compared to last month
Gain
-1.62%
Profit
-$2.27M
Win %
80%
This Year
Compared to last year
Gain
3.56%
Profit
$4.76M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$377,144.14 
GOOGL Alphabet Inc
+6.73%
+$41,906.55 
MSFT Microsoft Corp.
+3.02%
+$37,359.63 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$74,152.87 
NVDA NVIDIA Corporation
+2.93%
+$157,127.97 
GNRC Generac Holdings Inc.
+2.71%
+$7,020 
HII Huntington Ingalls Industries Inc.
+2.05%
+$6,281.47 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$16,936.2 
CRM Salesforce Inc
+1.83%
+$10,757.48 
CHRD Chord Energy Corp
+1.54%
+$29,577.18 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$38,815.47 
VZ Verizon Communications Inc.
+1.52%
+$7,872.2 
BN Brookfield Corporation
+1.19%
+$7,651.52 
ADBE Adobe Inc.
+1.01%
+$6,912.57 
GEV GE Vernova Inc.
+0.85%
+$2,551.17 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,746.48 
FYEE Fidelity Yield Enhanced Equity Fund
+0.78%
+$8,312.89 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$3,223.64 
TSLA Tesla, Inc.
+0.76%
+$2,867.38 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,703.47 
CARR Carrier Global Corporation
+0.68%
+$6,150.06 
QTUM Defiance Quantum ETF
+0.67%
+$17,525.36 
PLTR Palantir Technologies Inc.
+0.65%
+$8,613.58 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$1,598.85 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$8,289.27 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$2,388.15 
APH Amphenol Corporation
+0.55%
+$17,417.64 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$10,375.12 
FTHF First Trust Emerging Markets Human Flourishing ETF
+0.45%
+$7,134.06 
KKR KKR & Co. Inc.
+0.45%
+$4,047.75 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
+0.41%
+$1,068 
AIR AAR Corp.
+0.4%
+$2,462.85 
RTX RTX Corporation
+0.39%
+$32,964.96 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$6,121.59 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.37%
+$2,844.15 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$2,725.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,582.9 
BAC Bank of America Corporation
+0.36%
+$1,595.44 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$4,366.44 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,739.23 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.33%
+$2,453.75 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
+0.28%
+$5,469.31 
JPM JPMorgan Chase & Co.
+0.27%
+$1,425.04 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$6,244.4 
CWST Casella Waste Systems Inc.
+0.23%
+$7,492.17 
SLF Sun Life Financial Inc.
+0.22%
+$7,715.7 
JNJ Johnson & Johnson
+0.21%
+$568.16 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,809.34 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$1,591.3 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$2,692.11 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,071.2 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$1,174.1 
ISRG Intuitive Surgical, Inc.
+0.1%
+$487.79 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$3,758.04 
AFL Aflac Inc.
+0.09%
+$1,859.28 
ABT Abbott Laboratories
+0.09%
+$443.07 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$2,430.69 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,385.19 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$169.28 BAM
BAM
0%
$0 
OLN Olin Corporation
-16.51%
-$45,629.22 
AAPL Apple Inc.
-7.35%
-$403,182.36 
MU Micron Technology, Inc.
-5.9%
-$13,268.89 
OCUL Ocular Therapeutix Inc.
-3.54%
-$32,990.1 
GDX VanEck Gold Miners ETF
-3.49%
-$74,798.86 
ES Eversource Energy
-3.05%
-$9,461.25 
PBA Pembina Pipeline Corporation
-2.97%
-$88,929 
HODL VanEck Bitcoin ETF
-2.9%
-$11,507.89 
QCOM QUALCOMM Incorporated
-2.63%
-$6,399.98 
ABBV AbbVie Inc.
-2.51%
-$11,801.28 
ARKK ARK Innovation ETF Fund
-2.28%
-$35,510.72 
BA Boeing Company
-2.15%
-$19,492.16 
SLV iShares Silver Trust
-2.13%
-$7,883.1 
SNOW Snowflake Inc.
-1.62%
-$6,820.31 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$69,955.34 
NI NiSource Inc.
-1.42%
-$2,782.72 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$4,111.11 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,647.91 
SNEX StoneX Group Inc.
-1.35%
-$2,929.5 
FCX Freeport-McMoRan Inc.
-1.28%
-$6,082.29 
ICOW Pacer Developed Markets International ETF
-1.2%
-$5,088 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,796.8 
WULF TeraWulf Inc.
-0.9%
-$6,688 
ED Consolidated Edison, Inc.
-0.74%
-$6,434.64 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$6,743.9 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$8,386.56 
DUK Duke Energy Corporation
-0.67%
-$2,042.04 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,287.44 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,274.58 
INCO Columbia India Consumer ETF
-0.53%
-$8,402.13 
LLY Eli Lilly and Company
-0.53%
-$5,081.77 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$5,568.4 
VGT Vanguard Information Technology ETF
-0.38%
-$3,624.47 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.34%
-$939.97 
FTMA Franklin Massachusetts Municipal Income ETF
-0.22%
-$340 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$685.72 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$6,594.66 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$837.09 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$997.12 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$3,814.59 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$881.04 
RAAX VanEck Real Assets ETF
-0.08%
-$352.23 
TTMI TTM Technologies, Inc.
-0.06%
-$233.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1770 | Longs Won 985/1770 55% | Profit Factor 1.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,865.55 |
| Average Win $50,004.8 | Best Trade (Sep 03) $7.49M | Sharpe Ratio -101.05 |
| Average Loss -$31,648.19 | Worst Trade (Mar 30) -$884,347.8 | Z-Score 4.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 3d | Expectancy $13,791.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,367 | 3,930 | 3,493 | 3,057 | 2,620 | 2,183 | 1,747 | 1,310 | 873 | 437 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,443 | $2.94M | $5.08M | - | $2.14M | 72.93% | -7.354% |
| ABBV AbbVie Inc. | 1,824 | $249,572.39 | $457,714.56 | - | $208,142.17 | 83.4% | -2.513% |
| ABT Abbott Laboratories | 4,923 | $446,713.02 | $520,361.1 | - | $73,648.08 | 16.49% | +0.085% |
| ADBE Adobe Inc. | 2,754 | $1.53M | $689,629.14 | - | -$837,702.3 | -54.85% | +1.013% |
| AFL Aflac Inc. | 15,494 | $918,659.71 | $1.98M | - | $1.06M | 115.01% | +0.094% |
| AIR AAR Corp. | 4,398 | $507,009.62 | $615,895.89 | - | $108,886.27 | 21.48% | +0.401% |
| AMZN Amazon.com Inc | 10,453 | $1.83M | $2.84M | - | $1.01M | 55.16% | +15.321% |
| APH Amphenol Corporation | 79,172 | $1.02M | $3.18M | - | $2.16M | 211.49% | +0.551% |
| ARKK ARK Innovation ETF Fund | 21,392 | $2.02M | $1.52M | - | -$499,503.2 | -24.69% | -2.277% |
| ASML ASML Holding N.V. New York Registry Shares | 118 | $234,753.91 | $192,222 | - | -$42,531.91 | -18.12% | -1.359% |
| BA Boeing Company | 4,095 | $825,791.43 | $885,093.3 | - | $59,301.87 | 7.18% | -2.155% |
| BAC Bank of America Corporation | 7,252 | $303,736.5 | $449,261.4 | - | $145,524.9 | 47.91% | +0.356% |
| BAM BAM | 11,560 | $408.01 | $331.43 | - | -$76.58 | -18.77% | 0.0 |
| BN Brookfield Corporation | 15,303 | $382,414.64 | $650,836.59 | - | $268,421.95 | 70.19% | +1.19% |
| BRK-B Berkshire Hathaway Inc. | 6,765 | $2.28M | $3.46M | - | $1.18M | 51.75% | +0.365% |
| CARR Carrier Global Corporation | 14,643 | $794,275.68 | $905,083.83 | - | $110,808.15 | 13.95% | +0.684% |
| CHRD Chord Energy Corp | 13,886 | $2.23M | $1.95M | - | -$279,390.36 | -12.54% | +1.541% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 9,357 | $475,612.41 | $859,253.31 | - | $383,640.9 | 80.66% | +2.011% |
| COWZ Pacer US Cash Cows 100 ETF | 13,918 | $742,324.98 | $931,253.38 | - | $188,928.4 | 25.45% | +0.195% |
| CRDO Credo Technology Group Holding Ltd. | 12,547 | $758,168.88 | $2.6M | - | $1.84M | 242.55% | +2.939% |
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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 - $707,761.92, iShares Fallen Angels USD Bond ETF - $697,947.3, Pembina Pipeline Corporation - $645,599.58, and Palantir Technologies Inc - $575,703.75. 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 - $1.02M, 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 $9.88M earned over time. The largest contributors to dividend income include iShares Fallen Angels USD Bond ETF - $929,435.62, JPMorgan Equity Premium Income Fund - $666,096.06, Goldman Sachs BDC Inc - $640,652.11, Pembina Pipeline Corporation - $573,817.77, 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.
