Jeffrey Starkey Portfolio

Invests via Kooman & Associates | Managed by Jeffrey Starkey, Kathryn (Kate) Kooman Starkey

Invests via Kooman & Associates

Managed by Jeffrey Starkey, Kathryn (Kate) Kooman Starkey

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:06 PM

Jeffrey Starkey Profile

Jeffrey Starkey is a seasoned entrepreneur and operating executive with a significant track record in technology commercialization and innovative product development. His career encompasses leadership roles in various startups, where he successfully navigated the complexities of growth-stage challenges and market penetration strategies. With an academic background rooted in engineering and business, he brings a unique blend of technical expertise and strategic foresight to his ventures. Jeffrey's influence extends across diverse sectors as he leverages his extensive network to forge partnerships that drive expansion initiatives. Notably recognized for transforming ideas into viable commercial entities, he remains active in fostering entrepreneurial ecosystems.

Investment Philosophy & Strategy

Market dynamics increasingly favor innovative solutions that meet evolving consumer demands, a landscape well understood by Jeffrey Starkey. Leveraging his extensive entrepreneurial background, he focuses on harnessing technology to bridge gaps in diverse industries. His commitment to scalable business models underscores a strategic inclination towards sustainable growth and operational efficiency. By fostering strong partnerships and aligning resources with market needs, Starkey actively contributes to the acceleration of product development cycles while prioritizing customer-centric approaches. This entrepreneurial mindset enables him to identify unique investment opportunities that emphasize both innovation and long-term viability.

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:

34.96%

Gain +0.39%

Monthly

0.88%

Yearly

11.1%

Drawdown

13.03%

$373.37M

Equity

Holdings

$373.37M

Investment

$241.5M

$137.32M

Profit +$1.82M

Realized

$5.45M

Unrealized

$131.87M

Dividends

$15M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.39%

Profit

$1.82M

Win %

85%

This Week

Compared To Last Week

Gain

-0.76%

Profit

-$2.85M

Win %

85%

This Month

Compared to last month

Gain

-0.65%

Profit

-$2.45M

Win %

85%

This Year

Compared to last year

Gain

7.11%

Profit

$25.17M

Win %

85%

Gainers
Losers

RJF Raymond James Financial Inc.

+2.64%

+$5,729.43

VZ Verizon Communications Inc.

+2.46%

+$12,418.56

TSLA Tesla, Inc.

+1.88%

+$7,362.41

ABBV AbbVie Inc.

+1.3%

+$9,497.07

CR Crane NXT Co.

+1.24%

+$6,843.65

JNJ Johnson & Johnson

+1.05%

+$2,575

DFAS Dimensional U.S. Small Cap ETF

+1%

+$79,702.4

IJR iShares Core S&P Small-Cap ETF

+1%

+$5,918.6

DFUV Dimensional US Marketwide Value ETF

+0.91%

+$232,308.45

PG Procter & Gamble Co

+0.85%

+$2,872.7

CVX Chevron Corporation

+0.75%

+$3,659.57

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$8,243.42

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,410.35

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$2,160.39

DFAU Dimensional US Core Equity Market ETF

+0.61%

+$889,996.59

IVV iShares Core S&P 500 ETF

+0.58%

+$91,009.75

VOO Vanguard S&P 500 ETF

+0.58%

+$9,400.61

GOOGL Alphabet Inc

+0.56%

+$2,452.01

GOOG Alphabet Inc

+0.46%

+$6,728.92

WMT Walmart Inc.

+0.45%

+$895.98

ROK Rockwell Automation, Inc.

+0.41%

+$1,910.08

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$243,451.21

DUHP Dimensional US High Profitability ETF

+0.39%

+$90,362.56

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$144,928.95

TTE TotalEnergies SE

+0.32%

+$675.92

GSK GSK plc Sponsored ADR

+0.31%

+$939.18

XOM Exxon Mobil Corporation

+0.29%

+$2,216.32

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$3,857.7

NVDA NVIDIA Corporation

+0.18%

+$3,113.18

MSFT Microsoft Corp.

+0.13%

+$1,818.44

JMST JPMorgan Ultra-Short Municipal Income Fund

+0.1%

+$1,728.65

IAU iShares Gold Trust

+0.09%

+$178.29

IAGG iShares International Aggregate Bond Fund

+0.03%

+$1,851.06

BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund

+0.02%

+$1,271.86

BK The Bank of New York Mellon Corporation

LLY Eli Lilly and Company

-2.41%

-$11,126.07

KTOS Kratos Defense & Security Solutions, Inc.

-1.7%

-$4,507

AAPL Apple Inc.

-1.52%

-$38,223

AMZN Amazon.com Inc

-1.23%

-$11,538.08

NFLX Netflix, Inc.

-1.14%

-$4,204.53

BA Boeing Company

-1.13%

-$2,638.01

IBM International Business Machines Corporation

-0.97%

-$3,612.52

RTX RTX Corporation

-0.34%

-$1,191.35

DIS The Walt Disney Company

-0.31%

-$1,134.91

META Meta Platforms Inc Class A

-0.23%

-$627.9

JMUB JPMorgan Municipal Bond ETF

-0.15%

-$2,243.62

SMMU PIMCO Short Term Municipal Bond Active ETF

-0.1%

-$735.65

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

-0.04%

-$378.02

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$1,920.35

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$1,598.78

Events

Dividends

Dividend Analysis

No Data

Trades 615	Longs Won 502/615 81%	Profit Factor 424.85
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.64M
Average Win $274,184.33	Best Trade (Jun 12) $33.54M	Sharpe Ratio -10.86
Average Loss -$2,867.04	Worst Trade (Dec 30) -$29,528.97	Z-Score 21.28 (100%)
Commissions $0	Avg. Trade Length 1y 6m 1w 6d	Expectancy $223,278.96

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%	0.14%
Consecutive Losing Trades	125,000	112,500	100,000	87,500	75,000	62,500	50,000	37,500	25,000	12,500