KH
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:
34.99%
Gain +1.11%
Monthly
0.09%
Yearly
1.1%
Drawdown
66.59%
$131.09M
Equity
Holdings
$131.09M
Investment
$83.94M
$1.28M
Profit +$1.48M
Realized
-$45.87M
Unrealized
$47.15M
Dividends
$178.69M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.11%
Profit
$1.48M
Win %
78%
This Week
Compared To Last Week
Gain
1.14%
Profit
$1.48M
Win %
78%
This Month
Compared to last month
Gain
1.14%
Profit
$1.48M
Win %
78%
This Year
Compared to last year
Gain
1.12%
Profit
$1.45M
Win %
78%
MRVL Marvell Technology, Inc.
+4.76%
+$21,252.38 
GOOGL Alphabet Inc
+3.47%
+$191,289.19 
AVGO Broadcom Inc.
+2.33%
+$31,732.55 
TXN Texas Instruments Inc
+2.03%
+$11,975.06 
AMAT Applied Materials, Inc.
+1.79%
+$102,852.95 
SNOW Snowflake Inc.
+1.74%
+$30,868.77 
ANET Arista Networks, Inc.
+1.6%
+$36,269.31 
PWR Quanta Services Inc.
+1.56%
+$75,853.45 
GLW Corning Incorporated
+1.49%
+$6,463 
NVDA NVIDIA Corporation
+1.37%
+$79,015.35 
DUK Duke Energy Corporation
+1.26%
+$7,027.83 
ADI Analog Devices, Inc.
+1.24%
+$57,025.72 
GD General Dynamics Corporation
+1.01%
+$19,421.87 
AMZN Amazon.com Inc
+0.93%
+$27,748.85 
IWF iShares Russell 1000 Growth ETF
+0.79%
+$7,862.16 
HWM Howmet Aerospace Inc.
+0.72%
+$4,834.4 
DASH DoorDash, Inc.
+0.69%
+$6,845.44 
KLAC KLA Corporation
+0.68%
+$9,918 
TRGP Targa Resources Corp.
+0.65%
+$15,326.25 
CSCO Cisco Systems, Inc.
+0.58%
+$2,722.18 
TJX The TJX Companies, Inc.
+0.52%
+$4,719.94 
PSX Phillips 66
+0.52%
+$1,279.72 
XOM Exxon Mobil Corporation
+0.47%
+$5,579 
NYT New York Times Co.
+0.45%
+$6,231.18 
ABT Abbott Laboratories
+0.45%
+$951.75 
WM Waste Management, Inc.
+0.37%
+$1,009.78 
LRCX Lam Research Corporation
+0.35%
+$3,439.73 
MAR Marriott International Inc. - Class A
+0.35%
+$1,339.86 
SO The Southern Company
+0.34%
+$1,667.84 
ATO Atmos Energy Corporation
+0.31%
+$1,517.48 
IVV iShares Core S&P 500 ETF
+0.26%
+$931.42 
STT State Street Corp
+0.23%
+$1,449.42 
SPHQ Invesco S&P 500 Quality ETF
+0.21%
+$905.4 
COST Costco Wholesale Corporation
+0.2%
+$8,143.12 
V Visa Inc. Class A
+0.17%
+$4,751.27 
BNY BlackRock New York Municipal Income Trust
+0.15%
+$1,484.3 
APD Air Products and Chemicals, Inc.
+0.14%
+$384.85 
PH Parker-Hannifin Corporation
+0.14%
+$919.02 
MSFT Microsoft Corp.
+0.12%
+$1,737.84 
NSC Norfolk Southern Corporation
+0.06%
+$200 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$138.21 
USB U.S. Bancorp
+0.02%
+$52.33 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
+$17.53 
21037T109
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ADBE Adobe Inc.
-3.94%
-$8,143.2 
ORCL Oracle Corporation
-3.91%
-$74,125.55 
AAPL Apple Inc.
-2.21%
-$120,578.72 
NFLX Netflix, Inc.
-2.17%
-$7,935 
EMR Emerson Electric Co.
-1.58%
-$4,421.98 
BDX Becton, Dickinson and Company
-1.55%
-$3,148.8 
BLK BlackRock, Inc.
-1.53%
-$40,151.23 
ZTS Zoetis Inc.
-1.51%
-$2,221.07 
SPGI S&P Global Inc.
-1.4%
-$26,744.25 
DIS The Walt Disney Company
-1.39%
-$3,245.22 
IP International Paper Company
-1.32%
-$3,064.05 
MCK McKesson Corporation
-1.27%
-$6,742.89 
HD The Home Depot, Inc.
-1.25%
-$3,060 
ITW Illinois Tool Works Inc.
-1.24%
-$3,237.91 
URI United Rentals, Inc.
-1.15%
-$39,607.05 
ECL Ecolab Inc.
-1.07%
-$5,494.76 
SHEL Shell plc
-1%
-$1,925.31 
MS Morgan Stanley
-0.97%
-$4,504.25 
SCHW Charles Schwab Corporation
-0.94%
-$26,511.65 
IBM International Business Machines Corporation
-0.92%
-$3,506.44 
TMO Thermo Fisher Scientific Inc.
-0.82%
-$4,049.83 
WFC Wells Fargo & Company
-0.81%
-$21,552.05 
AXP American Express Company
-0.78%
-$9,562.64 
RJF Raymond James Financial Inc.
-0.74%
-$3,377.76 
LLY Eli Lilly and Company
-0.7%
-$33,621.28 
JNJ Johnson & Johnson
-0.69%
-$5,249.56 
GE General Electric Company
-0.67%
-$7,252.07 
AMP Ameriprise Financial, Inc.
-0.63%
-$1,609.88 
TT Trane Technologies plc
-0.62%
-$22,663.58 
NUE Nucor Corporation
-0.6%
-$3,251.8 
META Meta Platforms Inc Class A
-0.56%
-$21,540.93 
AMT American Tower Corporation
-0.51%
-$1,241.27 
PGX Invesco Preferred ETF
-0.51%
-$2,026.97 
VZ Verizon Communications Inc.
-0.48%
-$1,687.56 
BSX Boston Scientific Corporation
-0.41%
-$4,628.13 
UNP Union Pacific Corporation
-0.38%
-$1,207.5 
WMT Walmart Inc.
-0.36%
-$3,237.41 
DXCM DexCom, Inc.
-0.34%
-$4,770.48 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$998.47 
MA Mastercard Incorporated
-0.32%
-$2,672.22 
CAT Caterpillar Inc.
-0.22%
-$913.74 
UBER Uber Technologies, Inc.
-0.22%
-$1,740.32 
DHR Danaher Corporation
-0.19%
-$821.34 
JPM JPMorgan Chase & Co.
-0.18%
-$8,708.63 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.17%
-$794 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$756.84 
PG Procter & Gamble Co
-0.15%
-$414.46 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$891.82 
EFA iShares MSCI EAFE ETF
-0.13%
-$598.91 
SYK Stryker Corporation
-0.11%
-$456.84 
DMBS DoubleLine Mortgage ETF
-0.1%
-$472.6 
NDAQ Nasdaq, Inc.
-0.07%
-$375.06 
AMGN Amgen Inc.
-0.06%
-$429.24 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$274.55 
PANW Palo Alto Networks, Inc.
-0.04%
-$834.02 
IWM iShares Russell 2000 ETF
0%
-$7.22 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5054 | Longs Won 3572/5054 70% | Profit Factor 2.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $755,638.4 |
| Average Win $179,619.61 | Best Trade (Dec 31) $29.35M | Sharpe Ratio -10.52 |
| Average Loss -$152,370.42 | Worst Trade (Mar 30) -$9.33M | Z-Score -19.32 (100%) |
| Commissions $0 | Avg. Trade Length 4y 1m | Expectancy $253.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 75.85% | 82.43% | 86.54% | 89.58% | 92.02% | 94.05% | 95.81% | 97.36% | 98.74% |
| Consecutive Losing Trades | 861 | 775 | 688 | 602 | 516 | 430 | 344 | 258 | 172 | 86 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kevin Heal?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $20,734.5, Oracle Corporation - $7,495, Verizon Communications Inc - $5,685.47, New York Times Co - $4,215.21, and Invesco Preferred ETF - $2,284.95. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kevin Heal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $178.69M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $20,734.5, Oracle Corporation - $7,495, Verizon Communications Inc - $5,685.47, New York Times Co - $4,215.21, and Invesco Preferred ETF - $2,284.95. 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 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 Heal's strategy be considered aggressive or moderate?
Kevin Heal's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kevin Heal's strategy?
Kevin Heal's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
