Kevin B. Crawford Portfolio
Invests via JB Capital LLC | Managed by Kevin B. Crawford
Invests via JB Capital LLC
Managed by Kevin B. Crawford
Automatically Tracked
Kevin B. Crawford Profile
Kevin B. Crawford is a seasoned corporate leader with extensive experience in driving growth and operational excellence across various sectors. He has played pivotal roles in large organizations, focusing on enhancing organizational efficiencies while navigating complex market landscapes. With a strong background in strategic planning and execution, he is recognized for his ability to lead teams through transformation and change initiatives effectively. His industry insights have positioned him as a valuable advisor within the capital markets, where he influences key decision-making processes that impact business outcomes.
Kevin B. Crawford is a seasoned corporate leader with extensive experience in driving growth and operational excellence across various sectors. He has played pivotal roles in large organizations, focusing on enhancing organizational efficiencies while navigating complex market landscapes. With a strong background in strategic planning and execution, he is recognized for his ability to lead teams through transformation and change initiatives effectively. His industry insights have positioned him as a valuable advisor within the capital markets, where he influences key decision-making processes that impact business outcomes.
Investment Philosophy & Strategy
Innovation and strategic agility drive Kevin B. Crawford's investment approach, reflecting his multifaceted background in corporate leadership. Leveraging his operational excellence experience, he seeks out transformative opportunities that enhance organizational capabilities and market competitiveness. This proactive orientation enables him to identify growth pathways within sectors ripe for disruption while ensuring investments align with sustainable value creation. His insights into industry dynamics guide a hands-on engagement with teams, fostering a culture of adaptability that capitalizes on emerging trends. Ultimately, this philosophy underscores a commitment to harnessing innovation as a catalyst for long-term success.
Innovation and strategic agility drive Kevin B. Crawford's investment approach, reflecting his multifaceted background in corporate leadership. Leveraging his operational excellence experience, he seeks out transformative opportunities that enhance organizational capabilities and market competitiveness. This proactive orientation enables him to identify growth pathways within sectors ripe for disruption while ensuring investments align with sustainable value creation. His insights into industry dynamics guide a hands-on engagement with teams, fostering a culture of adaptability that capitalizes on emerging trends. Ultimately, this philosophy underscores a commitment to harnessing innovation as a catalyst for long-term success.
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:
94.7%
Gain -1.19%
Monthly
1.09%
Yearly
13.88%
Drawdown
21.12%
$2.85B
Equity
Holdings
$2.85B
Investment
$2.31B
$918.4M
Profit -$24.25M
Realized
$370.43M
Unrealized
$547.96M
Dividends
$155.68M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.19%
Profit
-$24.25M
Win %
73%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$24.25M
Win %
73%
This Month
Compared to last month
Gain
-0.91%
Profit
-$26.28M
Win %
73%
This Year
Compared to last year
Gain
-0.24%
Profit
-$6.55M
Win %
73%
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$39,415.51 
NOW ServiceNow, Inc.
+7.41%
+$476,053.96 
GLOB Globant S.A.
+7.31%
+$320,038.56 
PEGA Pegasystems Inc.
+6.82%
+$317,767.97 
SACH Sachem Capital Corp.
+6.23%
+$782.61 
ACN Accenture plc Class A
+6.05%
+$45,334.42 
CHWY Chewy Inc.
+4.45%
+$194,096.63 
YUM Yum! Brands, Inc.
+3.89%
+$8,863.76 
NFLX Netflix, Inc.
+3.79%
+$13,457.49 
HONA Honeywell Aerospace Inc.
+3.68%
+$77,330.34 
PLTR Palantir Technologies Inc.
+3.65%
+$39,375.5 
SOUN SoundHound AI Inc.
+3.35%
+$9,720.69 
CI The Cigna Group
+3.35%
+$84,944.07 
GOOGL Alphabet Inc
+3.22%
+$421,377.66 
MDT Medtronic plc
+3.18%
+$207,149.42 
GOOG Alphabet Inc
+3.07%
+$35,308.37 
BDX Becton, Dickinson and Company
+2.84%
+$163,887.65 
META Meta Platforms Inc Class A
+2.72%
+$262,775.99 
OMC Omnicom Group Inc.
+2.57%
+$15,115.37 
MO Altria Group, Inc.
+2.38%
+$7,811.32 
IBM International Business Machines Corporation
+2.38%
+$23,027.56 
AZN AstraZeneca PLC American Depositary Shares
+2.22%
+$408,913.87 
IBIT iShares Bitcoin Trust
+2.22%
+$9,321.7 
UPS United Parcel Service, Inc.
+2.16%
+$81,461.8 
EG Everest Group, Ltd.
+2.1%
+$104,593.51 
MSFT Microsoft Corp.
+2.04%
+$293,770.35 
MRSH Marsh & McLennan Companies, Inc.
+2.04%
+$136,065.6 
LLY Eli Lilly and Company
+2.02%
+$28,787.26 
PM Philip Morris International Inc.
+2%
+$25,571.96 
MCD McDonald's Corporation
+1.98%
+$39,994.85 
AKRE Akre Focus ETF
+1.97%
+$4,681.59 
DIS The Walt Disney Company
+1.92%
+$120,816.96 
TGT Target Corporation
+1.85%
+$6,386.9 
WMT Walmart Inc.
+1.81%
+$351,285.5 
ABBV AbbVie Inc.
+1.79%
+$32,817.26 
T AT&T Inc.
+1.78%
+$112,996.4 
MAR Marriott International Inc. - Class A
+1.75%
+$15,978.14 
GIS General Mills, Inc.
+1.73%
+$86,881.22 
OTIS Otis Worldwide Corporation
+1.56%
+$25,026.89 
J Jacobs Solutions Inc.
+1.56%
+$135,784.61 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$100,843.92 
COST Costco Wholesale Corporation
+1.54%
+$9,263.44 
VHT Vanguard Health Care ETF
+1.38%
+$3,020.17 
ALLE Allegion plc
+1.37%
+$8,593.2 
VZ Verizon Communications Inc.
+1.36%
+$15,758.22 
ELV Elevance Health, Inc.
+1.33%
+$70,107.87 
V Visa Inc. Class A
+1.31%
+$24,919.74 
FSK FS KKR Capital Corp.
+1.26%
+$2,403.3 
XLP Consumer Staples Select Sector SPDR Fund
+1.25%
+$3,868.8 
KO The Coca-Cola Company
+1.22%
+$14,932.83 
UNH UnitedHealth Group Incorporated
+1.19%
+$39,315.17 
AFG American Financial Group Inc.
+1.18%
+$7,311.26 
EBAY eBay Inc.
+1.15%
+$4,899.24 
AMGN Amgen Inc.
+1.12%
+$2,353.19 
ABT Abbott Laboratories
+1.12%
+$3,080.28 
LMT Lockheed Martin Corporation
+1.01%
+$4,438.31 
AXP American Express Company
+0.95%
+$3,378.76 
AN AutoNation Inc.
+0.94%
+$53,856 
CVS CVS Health Corporation
+0.93%
+$10,396.32 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$42,403.6 
HIG The Hartford Insurance Group, Inc.
+0.88%
+$7,088.4 
DE Deere & Company
+0.86%
+$3,334.77 
TRV The Travelers Companies, Inc.
+0.77%
+$12,412 
SIRI Sirius XM Holdings Inc.
+0.76%
+$2,634.72 
BMY Bristol-Myers Squibb Company
+0.72%
+$2,392.92 
LOW Lowe's Companies Inc.
+0.71%
+$3,267.58 
HD The Home Depot, Inc.
+0.71%
+$17,533.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$2,500.74 
MRK Merck & Co., Inc.
+0.64%
+$160,925.39 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$1,563.48 
LAD Lithia Motors Inc.
+0.62%
+$5,167 
PG Procter & Gamble Co
+0.61%
+$7,344.48 
PYPL PayPal Holdings Inc
+0.58%
+$27,871.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$5,974.25 
HDV iShares Core High Dividend ETF
+0.55%
+$32,652.8 
EWBC East West Bancorp Inc.
+0.49%
+$33,372.16 
FDLO Fidelity Low Volatility Factor ETF
+0.49%
+$1,271.19 
LAMR Lamar Advertising Company
+0.47%
+$21,519.4 
PSUS Pershing Square USA Ltd.
+0.42%
+$880 
SYY Sysco Corporation
+0.39%
+$1,549.12 
ITW Illinois Tool Works Inc.
+0.36%
+$823.21 
MAGS Roundhill Magnificent Seven Fund
+0.34%
+$1,107.36 
TSN Tyson Foods Inc.
+0.34%
+$14,938.74 
SBUX Starbucks Corporation
+0.32%
+$905.6 
JNJ Johnson & Johnson
+0.3%
+$71,779.86 
HR Healthcare Realty Trust Incorporated
+0.29%
+$588.39 
CFR Cullen/Frost Bankers Inc.
+0.29%
+$18,963.09 
GORO Gold Resource Corporation
+0.28%
+$220 
REZ iShares Residential and Multisector Real Estate ETF
+0.27%
+$551.25 
GD General Dynamics Corporation
+0.26%
+$6,326.39 
UNP Union Pacific Corporation
+0.23%
+$1,095.27 
AAPL Apple Inc.
+0.22%
+$97,886.31 
WBD Warner Bros. Discovery, Inc.
+0.21%
+$849.24 
FDX FedEx Corporation
+0.2%
+$421.61 
FRT Federal Realty Investment Trust
+0.16%
+$9,144.9 
SJM The J.M. Smucker Company
+0.1%
+$4,179.48 
BKFI BNY Mellon Active Core Bond ETF
+0.09%
+$342.14 
IGEB iShares Investment Grade Corporate Bond ETF
+0.09%
+$2,905.02 
SPG Simon Property Group, Inc.
+0.08%
+$252.62 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.08%
+$19,052.63 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$340.68 
SCHW Charles Schwab Corporation
+0.07%
+$646.56 
ATR AptarGroup, Inc.
+0.06%
+$322.7 
TLH iShares 10-20 Year Treasury Bond ETF
+0.04%
+$12,988.56 
PFE Pfizer Inc.
+0.04%
+$481.21 
DVY iShares Select Dividend ETF
+0.01%
+$48.6 
CLOA iShares AAA CLO ETF
0%
$0 
PEP PepsiCo, Inc.
0%
-$1.31 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 
GLW Corning Incorporated
-13.61%
-$24,756.45 
SMTC Semtech Corporation
-12.08%
-$1.22M 
HPE Hewlett Packard Enterprise Company
-10.77%
-$1.17M 
LITE Lumentum Holdings Inc.
-9.92%
-$915,400 
GEV GE Vernova Inc.
-8.62%
-$77,870.56 
LRCX Lam Research Corporation
-8.29%
-$60,019.71 
ETN Eaton Corporation plc
-7.55%
-$97,920.25 
MRVL Marvell Technology, Inc.
-7.32%
-$11,715.84 
AMAT Applied Materials, Inc.
-7.04%
-$29,972.62 
CGNX Cognex Corporation
-6.73%
-$449,915.04 
JBL Jabil Inc.
-6.05%
-$14,487.72 
DELL Dell Technologies Inc.
-5.81%
-$671,658.88 
INTC Intel Corporation
-5.63%
-$34,515.8 
SOXX iShares Semiconductor ETF
-5.63%
-$24,092.05 
NTAP NetApp, Inc.
-5.54%
-$449,811.08 
MU Micron Technology, Inc.
-5.27%
-$598,217.46 
NXPI NXP Semiconductors N.V.
-5.24%
-$1.1M 
BAC Bank of America Corporation
-5.14%
-$45,656.32 
VST Vistra Corp
-5.14%
-$393,769.04 
CRS Carpenter Technology Corporation
-5.1%
-$319,032.48 
SMH VanEck Semiconductor ETF
-4.89%
-$205,211.01 
AVGO Broadcom Inc.
-4.71%
-$1.13M 
AMD Advanced Micro Devices, Inc.
-4.4%
-$73,749.12 
CAT Caterpillar Inc.
-4.3%
-$55,795.5 
FLS Flowserve Corporation
-4.1%
-$211,038.65 
GS The Goldman Sachs Group, Inc.
-3.97%
-$8,379.39 
BAI iShares A.I. Innovation and Tech Active ETF
-3.95%
-$2.91M 
BKR Baker Hughes Company
-3.86%
-$181,271.4 
TT Trane Technologies plc
-3.75%
-$26,443.78 
ARTY iShares Future AI & Tech ETF
-3.72%
-$9,480.94 
MS Morgan Stanley
-3.63%
-$14,715.31 
CLF Cleveland-Cliffs Inc.
-3.44%
-$211,715.98 
VG Venture Global Inc.
-3.42%
-$5,400 
NVDA NVIDIA Corporation
-3.35%
-$473,157.48 
NEM Newmont Corporation
-2.94%
-$11,746.58 
CMI Cummins Inc.
-2.83%
-$15,338.16 
IRM Iron Mountain Inc.
-2.69%
-$15,524.52 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$2.71M 
ESGE iShares ESG Aware MSCI EM ETF
-2.61%
-$6,583.72 
EMR Emerson Electric Co.
-2.56%
-$555,551.1 
IXN iShares Global Tech ETF
-2.47%
-$12,541.99 
MTUM iShares MSCI USA Momentum Factor ETF
-2.36%
-$1.54M 
ITT Itt Inc.
-2.29%
-$131,938.56 
PH Parker-Hannifin Corporation
-2.25%
-$4,372.65 
WMS Advanced Drainage Systems, Inc.
-2.06%
-$5,278.41 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$10,224.84 
TXN Texas Instruments Inc
-1.99%
-$86,916.26 
C Citigroup Inc.
-1.89%
-$77,311.26 
GE General Electric Company
-1.89%
-$22,088.1 
GOF Guggenheim Strategic Opportunities Fund
-1.85%
-$4,458.08 
CSCO Cisco Systems, Inc.
-1.84%
-$14,343.78 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$3,964.82 
MMM 3M Company
-1.78%
-$3,663.24 
TSLA Tesla, Inc.
-1.77%
-$28,138.03 
WFC Wells Fargo & Company
-1.75%
-$4,262.06 
JPM JPMorgan Chase & Co.
-1.71%
-$469,436.24 
APTV Aptiv PLC
-1.69%
-$58,650.13 
USXF iShares ESG Aware MSCI USA ETF
-1.66%
-$4,294.46 
VGT Vanguard Information Technology ETF
-1.57%
-$39,216 
GLD SPDR Gold Shares
-1.51%
-$24,144.08 
IAU iShares Gold Trust
-1.44%
-$207,503 
EFG iShares MSCI EAFE Growth ETF
-1.43%
-$1.3M 
CORO Ishares International Country Rotational Active ETF
-1.37%
-$884,170.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$4,375.67 
SCHF Schwab International Equity ETF
-1.31%
-$4,464.42 
BLCR iShares Large Cap Core ACT ETF
-1.3%
-$882,788.48 
BLK BlackRock, Inc.
-1.28%
-$19,340.81 
CMCSA Comcast Corp
-1.27%
-$3,164.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.27%
-$5,742.8 
AMZN Amazon.com Inc
-1.25%
-$111,602.07 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$2,550.88 
ICVT iShares Convertible Bond ETF
-1.22%
-$3,187.27 
CR Crane NXT Co.
-1.21%
-$9,125.6 
RTX RTX Corporation
-1.17%
-$214,153.64 
JPC Nuveen Preferred & Income Opportunities Fund
-1.12%
-$1,418.88 
TPL Texas Pacific Land Corporation
-1.1%
-$39,572.82 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$11,011.55 
QCOM QUALCOMM Incorporated
-1.02%
-$308,235.48 
DVN Devon Energy Corporation
-0.99%
-$37,043 
BG Bunge Global S.A.
-0.96%
-$158,910.6 
PSX Phillips 66
-0.94%
-$3,342.8 
FNDF Schwab Fundamental International Large Company Index ETF
-0.93%
-$35,740.64 
GNTX Gentex Corporation
-0.92%
-$5,809.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$1.59M 
AEP American Electric Power Company, Inc.
-0.89%
-$2,898.5 
CVX Chevron Corporation
-0.89%
-$10,599.41 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$7,975.44 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$1,937.52 
CROX Crocs, Inc.
-0.88%
-$58,877.28 
EUFN iShares MSCI Europe Financials ETF
-0.87%
-$7,365.59 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$8,248.18 
MTB M&T Bank Corporation
-0.83%
-$5,611.8 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$2,208.53 
IYW iShares U.S. Technology ETF
-0.82%
-$7,804.16 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$200,530.2 
UAL United Airlines Holdings, Inc.
-0.78%
-$1,738.92 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.75%
-$16,133.66 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$2,359.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$1.3M 
OGE Oge Energy Corp.
-0.71%
-$3,724.71 
BILT iShares Infrastructure Active ETF
-0.7%
-$9,545.98 
THRO iShares U.S. Thematic Rotation Active ETF
-0.69%
-$360,885.76 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$6,834.85 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$151,289.04 
XOM Exxon Mobil Corporation
-0.55%
-$24,343.46 
EPD Enterprise Products Partners L.P.
-0.54%
-$4,452.63 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.54%
-$3,132.64 
WBS Webster Financial Corporation
-0.51%
-$2,016 
COP ConocoPhillips
-0.49%
-$1,368.18 
VTV Vanguard Value ETF
-0.49%
-$1,636.8 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.49%
-$1,327.27 
ESGU iShares ESG Aware MSCI USA ETF
-0.47%
-$6,172.92 
IVV iShares Core S&P 500 ETF
-0.47%
-$2.36M 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$1,142.19 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$6,005.93 
VOO Vanguard S&P 500 ETF
-0.46%
-$13,725.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$973.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$6,952.08 
AMT American Tower Corporation
-0.44%
-$2,935.14 
IWB iShares Russell 1000 ETF
-0.44%
-$3,851.12 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$928.2 
OEF iShares S&P 100 ETF
-0.43%
-$1,503.37 
HBAN Huntington Bancshares Incorporated
-0.41%
-$14,152.67 
CM Canadian Imperial Bank of Commerce
-0.41%
-$1,375.22 
SWK Stanley Black & Decker Inc.
-0.39%
-$3,186.4 
PLD Prologis Inc.
-0.39%
-$77,592.53 
LIN Linde plc
-0.39%
-$906.81 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$3,030.27 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$214,268.28 
VUG Vanguard Growth ETF
-0.36%
-$3,368.61 
DSI iShares MSCI KLD 400 Social ETF
-0.35%
-$1,320.87 
IWM iShares Russell 2000 ETF
-0.35%
-$1,022.01 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$1,694.15 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$115,191.8 
CARR Carrier Global Corporation
-0.34%
-$9,964.69 
DUK Duke Energy Corporation
-0.31%
-$1,161.37 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$624.96 
ES Eversource Energy
-0.26%
-$4,069.8 
BALI iShares Adaptive Large Cap ETF
-0.26%
-$15,154.29 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.25%
-$883.11 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.22%
-$545.51 
LMUB iShares Long-Term National Muni Bond ETF
-0.21%
-$8,835.6 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.2%
-$1,006.83 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.19%
-$3,948.55 
SO The Southern Company
-0.19%
-$679.8 
MBB iShares MBS ETF
-0.17%
-$58,687.68 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$218,837.55 
BINC iShares Flexible Income Active ETF
-0.14%
-$6,831.02 
TAXE T. Rowe Price Intermediate Municipal Fund
-0.13%
-$545.74 
DAL Delta Air Lines, Inc.
-0.12%
-$340.2 
SECU iShares Securitized Income Active ETF
-0.1%
-$4,262.44 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$140,733.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$1,822.16 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$4,187.84 
BA Boeing Company
-0.07%
-$241.49 
IWD iShares Russell 1000 Value ETF
-0.07%
-$338.96 
MUB iShares National Muni Bond ETF
-0.07%
-$3,947.51 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.06%
-$36,912.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$226.2 
SYSB iShares Systematic Bond ETF
-0.05%
-$358.48 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.04%
-$282.08 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$103.92 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$2,062.29 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$7,721.39 
QUAL iShares MSCI USA Quality Factor ETF
-0.02%
-$823.1 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.02%
-$88.22 
TJX The TJX Companies, Inc.
-0.02%
-$35.67 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$44.9 Events
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Dividends
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| Trades 4347 | Longs Won 2694/4347 61% | Profit Factor 6.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.58M |
| Average Win $403,514.41 | Best Trade (Aug 14) $46.83M | Sharpe Ratio -9.48 |
| Average Loss -$102,039.1 | Worst Trade (Dec 31) -$7.64M | Z-Score 3.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $211,271.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,089 | $21.53M | $44.65M | - | $23.12M | 107.37% | +0.22% |
| ABBV AbbVie Inc. | 7,111 | $1.62M | $1.86M | - | $236,405.19 | 14.55% | +1.795% |
| ABT Abbott Laboratories | 2,702 | $306,788.57 | $278,549.18 | - | -$28,239.39 | -9.2% | +1.118% |
| ACN Accenture plc Class A | 4,075 | $1.09M | $794,726.87 | - | -$298,595.63 | -27.31% | +6.049% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,860 | $446,004.6 | $446,942.2 | - | $937.6 | 0.21% | -1.269% |
| AEP American Electric Power Company, Inc. | 2,635 | $218,220.75 | $322,076.05 | - | $103,855.3 | 47.59% | -0.892% |
| AFG American Financial Group Inc. | 4,378 | $561,863.39 | $628,812.14 | - | $66,948.75 | 11.92% | +1.176% |
| AKRE Akre Focus ETF | 4,180 | $273,831.8 | $242,857.99 | - | -$30,973.81 | -11.31% | +1.966% |
| ALLE Allegion plc | 4,092 | $651,528.24 | $636,101.4 | - | -$15,426.84 | -2.37% | +1.369% |
| AMAT Applied Materials, Inc. | 933 | $324,227.01 | $395,932.54 | - | $71,705.53 | 22.12% | -7.037% |
| AMD Advanced Micro Devices, Inc. | 3,246 | $391,491.48 | $1.6M | - | $1.21M | 309.1% | -4.402% |
| AMGN Amgen Inc. | 555 | $181,657.05 | $211,782.45 | - | $30,125.4 | 16.58% | +1.124% |
| AMT American Tower Corporation | 3,763 | $772,969 | $666,314.41 | - | -$106,654.59 | -13.8% | -0.439% |
| AMZN Amazon.com Inc | 34,767 | $3.37M | $8.82M | - | $5.44M | 161.33% | -1.25% |
| AN AutoNation Inc. | 28,050 | $4.94M | $5.77M | - | $829,065.23 | 16.79% | +0.943% |
| APTV Aptiv PLC | 76,169 | $4.74M | $3.41M | - | -$1.33M | -28.02% | -1.691% |
| ARTY iShares Future AI & Tech ETF | 3,374 | $256,963.84 | $245,188.58 | - | -$11,775.26 | -4.58% | -3.723% |
| ATR AptarGroup, Inc. | 4,610 | $568,788.44 | $575,835.1 | - | $7,046.66 | 1.24% | +0.056% |
| AVGO Broadcom Inc. | 65,945 | $4.61M | $22.75M | - | $18.13M | 393.14% | -4.713% |
| AXP American Express Company | 1,097 | $326,233.8 | $359,563.69 | - | $33,329.89 | 10.22% | +0.949% |
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FAQ
Which stocks have generated the highest profits for Kevin B. Crawford?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $88.32M, iShares MSCI USA Quality Factor ETF - $58.51M, iShares MSCI EAFE Value ETF - $48.5M, iShares U.S. Technology ETF - $32.46M, and iShares Core MSCI Emerging Markets ETF - $30.44M. 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: iShares U.S. Treasury Bond ETF - $7.74M, iShares ESG Aware MSCI EM ETF - $5.28M, iShares Fallen Angels USD Bond ETF - $3.77M, iShares TIPS Bond ETF - $3.31M, and iShares Global Tech ETF - $2.73M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin B. Crawford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $155.68M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $19.2M, iShares MSCI EAFE Value ETF - $16.84M, iShares Core S&P 500 ETF - $15.64M, iShares Core MSCI Emerging Markets ETF - $5.24M, and iShares MBS ETF - $4.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin B. Crawford's monthly returns?
Kevin B. Crawford'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 B. Crawford's strategy be considered aggressive or moderate?
Kevin B. Crawford'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 B. Crawford's strategy?
Kevin B. Crawford'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.
