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Kevin Heal Portfolio
Invests via ARGUS INVESTORS' COUNSEL Inc. | Managed by Donna M. Palais, Kevin Heal
Invests via ARGUS INVESTORS' COUNSEL Inc.
Managed by Donna M. Palais, Kevin Heal
Automatically Tracked
Kevin Heal Profile
A seasoned entrepreneur and strategic leader, Kevin Heal has established a notable presence in the technology sector. With extensive experience in building and scaling startups, he focuses on innovation-driven growth and market penetration strategies. His career reflects a strong commitment to advancing tech solutions that enhance user engagement and operational efficiency. Not only has he played pivotal roles in product development, but also emphasizes fostering talent within organizations to drive business success. As an influential figure in entrepreneurship circles, his contributions inspire emerging leaders looking to navigate the dynamic landscape of technology ventures.
A seasoned entrepreneur and strategic leader, Kevin Heal has established a notable presence in the technology sector. With extensive experience in building and scaling startups, he focuses on innovation-driven growth and market penetration strategies. His career reflects a strong commitment to advancing tech solutions that enhance user engagement and operational efficiency. Not only has he played pivotal roles in product development, but also emphasizes fostering talent within organizations to drive business success. As an influential figure in entrepreneurship circles, his contributions inspire emerging leaders looking to navigate the dynamic landscape of technology ventures.
Investment Philosophy & Strategy
The technology landscape presents myriad opportunities for transformative growth, and Kevin Heal is adept at capitalizing on them. His entrepreneurial spirit fuels a strong emphasis on innovation-focused strategies that redefine user experiences and drive market dynamics. Known for his ability to identify gaps in the tech ecosystem, he prioritizes ventures that harness disruptive technologies to enhance operational effectiveness. By nurturing talent and building high-performing teams, an environment conducive to creative solutions emerges under his leadership. With a clear vision for sustainable development in fast-evolving sectors, he positions organizations to thrive amid competitive pressures.
The technology landscape presents myriad opportunities for transformative growth, and Kevin Heal is adept at capitalizing on them. His entrepreneurial spirit fuels a strong emphasis on innovation-focused strategies that redefine user experiences and drive market dynamics. Known for his ability to identify gaps in the tech ecosystem, he prioritizes ventures that harness disruptive technologies to enhance operational effectiveness. By nurturing talent and building high-performing teams, an environment conducive to creative solutions emerges under his leadership. With a clear vision for sustainable development in fast-evolving sectors, he positions organizations to thrive amid competitive pressures.
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:
49.24%
Gain -0.26%
Monthly
0.41%
Yearly
5.07%
Drawdown
16.61%
$127.65M
Equity
Holdings
$127.65M
Investment
$83.12M
$415.23M
Profit -$306,168.59
Realized
$370.7M
Unrealized
$44.53M
Dividends
$180.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$306,168.59
Win %
76%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$930,424.39
Win %
76%
This Month
Compared to last month
Gain
-1.15%
Profit
-$1.49M
Win %
76%
This Year
Compared to last year
Gain
-1.05%
Profit
-$1.36M
Win %
73%
TMO Thermo Fisher Scientific Inc.
+4.62%
+$26,290.24 
PSX Phillips 66
+3.09%
+$9,563.85 
DHR Danaher Corporation
+2.99%
+$12,734.86 
ANET Arista Networks, Inc.
+2.67%
+$65,671.08 
XOM Exxon Mobil Corporation
+2.54%
+$33,150.6 
NYT New York Times Co.
+2.15%
+$29,775.69 
DXCM DexCom, Inc.
+2.09%
+$31,640.52 
DELL Dell Technologies Inc.
+1.73%
+$30,937.66 
BDX Becton, Dickinson and Company
+1.64%
+$4,724.2 
NUE Nucor Corporation
+1.63%
+$6,093.15 
MRVL Marvell Technology, Inc.
+1.32%
+$6,819.84 
APD Air Products and Chemicals, Inc.
+1.21%
+$3,105.65 
WFC Wells Fargo & Company
+1.14%
+$29,621.28 
JPM JPMorgan Chase & Co.
+1%
+$47,031.24 
NTAP NetApp, Inc.
+0.88%
+$2,318.66 
META Meta Platforms Inc Class A
+0.7%
+$26,981.6 
NVDA NVIDIA Corporation
+0.57%
+$33,497.52 
GD General Dynamics Corporation
+0.51%
+$9,292.92 
SCHW Charles Schwab Corporation
+0.46%
+$12,053.02 
AMT American Tower Corporation
+0.45%
+$1,148 
PG Procter & Gamble Co
+0.36%
+$958.24 
PANW Palo Alto Networks, Inc.
+0.31%
+$7,112.75 
VZ Verizon Communications Inc.
+0.29%
+$1,207.8 
JNJ Johnson & Johnson
+0.21%
+$1,747.2 
AMP Ameriprise Financial, Inc.
+0.14%
+$371.91 
V Visa Inc. Class A
+0.1%
+$3,084.95 
ADI Analog Devices, Inc.
+0.09%
+$3,937.56 
NSC Norfolk Southern Corporation
+0.09%
+$290 
RTX RTX Corporation
+0.09%
+$277.1 
BAC Bank of America Corporation
+0.03%
+$52.83 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
+0.02%
+$103.01 
CSCO Cisco Systems, Inc.
+0.01%
+$33.66 
TXN Texas Instruments Inc
0%
+$20.83 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 2103
21037T109
0%
$0 
HOOD Robinhood Markets, Inc.
-3.39%
-$12,908.76 
GE General Electric Company
-3.29%
-$32,080.82 
ORCL Oracle Corporation
-3.05%
-$64,465.7 
NFLX Netflix, Inc.
-3.01%
-$12,821.16 
SNOW Snowflake Inc.
-2.87%
-$61,513.92 
DASH DoorDash, Inc.
-2.59%
-$27,392.64 
NDAQ Nasdaq, Inc.
-2.56%
-$15,186.6 
DIS The Walt Disney Company
-2.03%
-$5,269 
AMZN Amazon.com Inc
-2.01%
-$59,904.09 
COST Costco Wholesale Corporation
-1.91%
-$74,524.64 
BNY BlackRock New York Municipal Income Trust
-1.9%
-$18,274.88 
HD The Home Depot, Inc.
-1.72%
-$3,837.6 
MSFT Microsoft Corp.
-1.64%
-$31,178.69 
AVGO Broadcom Inc.
-1.58%
-$19,865.25 
UBER Uber Technologies, Inc.
-1.57%
-$15,219 
STT State Street Corp
-1.54%
-$9,970.2 
AMGN Amgen Inc.
-1.53%
-$9,166.95 
SPGI S&P Global Inc.
-1.43%
-$24,702.76 
PWR Quanta Services Inc.
-1.43%
-$66,019.41 
MCK McKesson Corporation
-1.29%
-$7,337.5 
GOOGL Alphabet Inc
-1.26%
-$67,719.96 
RJF Raymond James Financial Inc.
-1.23%
-$5,718.3 
SO The Southern Company
-1.18%
-$5,386.9 
ATO Atmos Energy Corporation
-1.12%
-$5,047.14 
TJX The TJX Companies, Inc.
-1.1%
-$8,832.06 
DUK Duke Energy Corporation
-1.07%
-$5,693.44 
AXP American Express Company
-1.03%
-$11,715.08 
ABT Abbott Laboratories
-1.03%
-$2,780.38 
HWM Howmet Aerospace Inc.
-1.01%
-$5,578.44 
KIM Kimco Realty Corporation
-0.99%
-$1,816.08 
LRCX Lam Research Corporation
-0.96%
-$8,132.48 
IWM iShares Russell 2000 ETF
-0.95%
-$3,965.5 
MAR Marriott International Inc. - Class A
-0.95%
-$2,350.6 
WMT Walmart Inc.
-0.91%
-$7,695.27 
EMR Emerson Electric Co.
-0.9%
-$2,691.39 
ACN Accenture plc Class A
-0.83%
-$3,405.15 
IP International Paper Company
-0.8%
-$2,278.37 
TT Trane Technologies plc
-0.76%
-$24,720.41 
IVV iShares Core S&P 500 ETF
-0.74%
-$2,623.91 
AMAT Applied Materials, Inc.
-0.72%
-$32,005.12 
BLK BlackRock, Inc.
-0.71%
-$18,107.44 
USB U.S. Bancorp
-0.7%
-$2,302.52 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$5,875.05 
KLAC KLA Corporation
-0.63%
-$6,973.19 
SPHQ Invesco S&P 500 Quality ETF
-0.57%
-$3,194.85 
TRGP Targa Resources Corp.
-0.54%
-$12,832.82 
AAPL Apple Inc.
-0.52%
-$27,514.78 
CSX CSX Corporation
-0.51%
-$1,099.25 
URI United Rentals, Inc.
-0.48%
-$15,276.88 
EFA iShares MSCI EAFE ETF
-0.42%
-$2,043.8 
PH Parker-Hannifin Corporation
-0.4%
-$2,561.25 
WM Waste Management, Inc.
-0.38%
-$935.62 
UNP Union Pacific Corporation
-0.37%
-$1,102.5 
ECL Ecolab Inc.
-0.32%
-$1,579.05 
IBM International Business Machines Corporation
-0.27%
-$1,219.24 
MA Mastercard Incorporated
-0.23%
-$1,963.35 
ITW Illinois Tool Works Inc.
-0.19%
-$482.97 
MS Morgan Stanley
-0.17%
-$496.4 
CAT Caterpillar Inc.
-0.14%
-$366.3 
LLY Eli Lilly and Company
-0.11%
-$5,183.1 
SYK Stryker Corporation
-0.09%
-$185.5 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$427.04 
DMBS DoubleLine Mortgage ETF
-0.06%
-$290.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$166.05 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$152.28 
GLW Corning Incorporated
-0.03%
-$83.76 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$45.38 Events
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Dividends
Dividend Analysis
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| Trades 5147 | Longs Won 3634/5147 70% | Profit Factor 2.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $747,293.32 |
| Average Win $176,381.1 | Best Trade (Dec 31) $29.35M | Sharpe Ratio -10.37 |
| Average Loss -$149,394.97 | Worst Trade (Mar 30) -$9.33M | Z-Score -21.46 (100%) |
| Commissions $0 | Avg. Trade Length 4y 2w 3d | Expectancy $80,673.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 2.08% |
| Consecutive Losing Trades | 855 | 769 | 684 | 598 | 513 | 427 | 342 | 256 | 171 | 85 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2103 21037T109 | 5,248 | $1.6M | $1.3M | - | -$293,892.04 | -18.4% | 0.0 |
| AAPL Apple Inc. | 15,813 | $2.97M | $5.24M | - | $2.27M | 76.35% | -0.522% |
| ABT Abbott Laboratories | 2,623 | $287,229.81 | $267,624.69 | - | -$19,605.12 | -6.83% | -1.028% |
| ACN Accenture plc Class A | 2,115 | $263,191 | $409,019.85 | - | $145,828.85 | 55.41% | -0.826% |
| ADI Analog Devices, Inc. | 11,932 | $1.87M | $4.31M | - | $2.44M | 130.39% | +0.091% |
| AMAT Applied Materials, Inc. | 10,528 | $1.71M | $4.43M | - | $2.72M | 158.9% | -0.717% |
| AMGN Amgen Inc. | 1,567 | $523,190.73 | $588,643.55 | - | $65,452.82 | 12.51% | -1.533% |
| AMP Ameriprise Financial, Inc. | 483 | $230,163.39 | $270,146.73 | - | $39,983.34 | 17.37% | +0.138% |
| AMT American Tower Corporation | 1,435 | $314,169.11 | $255,056.9 | - | -$59,112.21 | -18.82% | +0.452% |
| AMZN Amazon.com Inc | 11,769 | $2.19M | $2.92M | - | $738,613.94 | 33.8% | -2.008% |
| ANET Arista Networks, Inc. | 13,108 | $1.73M | $2.53M | - | $798,574.22 | 46.19% | +2.668% |
| APD Air Products and Chemicals, Inc. | 895 | $258,869.21 | $260,087 | - | $1,217.79 | 0.47% | +1.209% |
| ATO Atmos Energy Corporation | 2,758 | $509,457.28 | $446,823.58 | - | -$62,633.7 | -12.29% | -1.117% |
| AVGO Broadcom Inc. | 3,645 | $628,762.33 | $1.24M | - | $607,876.82 | 96.68% | -1.581% |
| AXP American Express Company | 3,466 | $949,952.85 | $1.12M | - | $174,417.55 | 18.36% | -1.031% |
| BAC Bank of America Corporation | 3,522 | $200,684 | $209,506.17 | - | $8,822.17 | 4.4% | +0.025% |
| BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF | 9,116 | $466,238 | $457,349.72 | - | -$8,888.28 | -1.91% | +0.023% |
| BDX Becton, Dickinson and Company | 1,580 | $259,098.44 | $293,722 | - | $34,623.56 | 13.36% | +1.635% |
| BLK BlackRock, Inc. | 2,392 | $2.27M | $2.53M | - | $258,789.13 | 11.39% | -0.71% |
| BNY BlackRock New York Municipal Income Trust | 6,112 | $484,150.67 | $945,343.04 | - | $461,192.37 | 95.26% | -1.896% |
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FAQ
Which stocks have generated the highest profits for Kevin Heal?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $48.62M, Schlumberger Limited - $31.91M, Air Products and Chemicals, Inc - $29.26M, Becton, Dickinson and Company - $27.92M, and Union Pacific Corporation - $25.13M. 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 - $22.16M, ABS - $14.85M, Gannett Co., Inc - $14.57M, Fannie Mae - $14.45M, and Pitney Bowes Inc - $5.84M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Heal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $180.57M earned over time. The largest contributors to dividend income include General Electric Company - $28.1M, American International Group Inc - $23.39M, Genuine Parts Company - $5.93M, PepsiCo, Inc - $5.1M, and Microsoft Corp - $4.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Heal's monthly returns?
Kevin Heal's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin Heal's strategy be considered aggressive or moderate?
Kevin Heal'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 Heal's strategy?
Kevin Heal'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.
