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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
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.
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.
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:
103.78%
Gain -0.6%
Monthly
1.77%
Yearly
23.39%
Drawdown
21.23%
$379.9M
Equity
Holdings
$379.9M
Investment
$257.54M
$145.23M
Profit -$1.19M
Realized
$22.87M
Unrealized
$122.36M
Dividends
$16.94M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$1.19M
Win %
75%
This Week
Compared To Last Week
Gain
0.66%
Profit
$2.49M
Win %
75%
This Month
Compared to last month
Gain
0.88%
Profit
$3.31M
Win %
75%
This Year
Compared to last year
Gain
2%
Profit
$7.44M
Win %
77%
BA Boeing Company
+2.17%
+$3,998.28 
RTX RTX Corporation
+2.02%
+$7,204.34 
XOM Exxon Mobil Corporation
+1.8%
+$13,913.9 
IBM International Business Machines Corporation
+1.8%
+$5,724.16 
CVX Chevron Corporation
+1.68%
+$7,973.28 
META Meta Platforms Inc Class A
+1.35%
+$4,154.4 
ROK Rockwell Automation, Inc.
+1.24%
+$5,385.6 
BRK-B Berkshire Hathaway Inc.
+1%
+$2,317.48 
CSX CSX Corporation
+0.99%
+$2,073.68 
VZ Verizon Communications Inc.
+0.9%
+$4,685.1 
ABBV AbbVie Inc.
+0.71%
+$6,406.91 
JNJ Johnson & Johnson
+0.68%
+$1,836.32 
KTOS Kratos Defense & Security Solutions, Inc.
+0.53%
+$1,128.5 
NSC Norfolk Southern Corporation
+0.5%
+$1,035.84 
DIS The Walt Disney Company
+0.48%
+$1,742.89 
CR Crane NXT Co.
+0.34%
+$1,867.83 
RJF Raymond James Financial Inc.
+0.23%
+$545.25 
NFLX Netflix, Inc.
+0.12%
+$398.88 
TSLA Tesla, Inc.
+0.07%
+$238.69 
MSFT Microsoft Corp.
+0.06%
+$1,010.08 
PG Procter & Gamble Co
+0.05%
+$159.95 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$325.27 
GOOGL Alphabet Inc
-2.75%
-$11,379.48 
GOOG Alphabet Inc
-2.69%
-$37,450.62 
AMZN Amazon.com Inc
-2.3%
-$22,162.52 
AMD Advanced Micro Devices, Inc.
-2.3%
-$7,305.76 
AVEM Avantis Emerging Markets Equity ETF
-1.82%
-$8,196.32 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$5,298.44 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.7%
-$663,679.13 
AVDE Avantis International Equity ETF
-1.44%
-$10,502.44 
IEFA iShares Core MSCI EAFE ETF
-1.39%
-$24,051.91 
DFIC Dimensional International Core Equity Market ETF
-1.31%
-$775,935.53 
NVDA NVIDIA Corporation
-1.26%
-$24,460.96 
IJR iShares Core S&P Small-Cap ETF
-1.02%
-$5,784.35 
AVUQ Avantis U.S. Quality Equity ETF
-0.9%
-$143,183.88 
DFAS Dimensional U.S. Small Cap ETF
-0.77%
-$17,156.86 
GSK GSK plc Sponsored ADR
-0.75%
-$2,162.96 
AVUV Avantis U.S. Small Cap Value ETF
-0.71%
-$48,264.92 
AAPL Apple Inc.
-0.65%
-$18,851.8 
LLY Eli Lilly and Company
-0.57%
-$2,582.34 
IVV iShares Core S&P 500 ETF
-0.55%
-$91,153.92 
VOO Vanguard S&P 500 ETF
-0.55%
-$9,361.26 
DFAU Dimensional US Core Equity Market ETF
-0.51%
-$773,408.79 
AVUS Avantis U.S. Equity ETF
-0.46%
-$2,409.16 
IAGG iShares International Aggregate Bond Fund
-0.42%
-$26,498.22 
DUHP Dimensional US High Profitability ETF
-0.41%
-$28,519.22 
FITB Fifth Third Bancorp
-0.41%
-$2,051.53 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.37%
-$3,584.56 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.36%
-$22,352.45 
IJH iShares Core S&P Mid-Cap ETF
-0.29%
-$3,109.55 
JMUB JPMorgan Municipal Bond ETF
-0.28%
-$4,097.65 
SHY iShares 1-3 Year Treasury Bond ETF
-0.2%
-$13,159.2 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.18%
-$1,344.24 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.1%
-$1,751.5 
DFUV Dimensional US Marketwide Value ETF
-0.09%
-$6,704.9 
AVLV Avantis U.S. Large Cap Value ETF
-0.07%
-$12,060.66 Events
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Dividends
Dividend Analysis
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| Trades 670 | Longs Won 525/670 78% | Profit Factor 152.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.67M |
| Average Win $278,446.17 | Best Trade (Aug 14) $37.02M | Sharpe Ratio -10.75 |
| Average Loss -$6,610.33 | Worst Trade (Sep 23) -$225,049.5 | Z-Score 13.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $216,754.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.21% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,569 | $1.33M | $2.89M | - | $1.56M | 117.81% | -0.648% |
| ABBV AbbVie Inc. | 3,417 | $571,396.24 | $912,629.44 | - | $341,233.2 | 59.72% | +0.707% |
| AMD Advanced Micro Devices, Inc. | 510 | $296,264 | $310,816.95 | - | $14,552.95 | 4.91% | -2.297% |
| AMZN Amazon.com Inc | 3,782 | $385,642.87 | $942,171.84 | - | $556,528.97 | 144.31% | -2.298% |
| AVDE Avantis International Equity ETF | 7,867 | $701,736 | $719,397.81 | - | $17,661.81 | 2.52% | -1.439% |
| AVEM Avantis Emerging Markets Equity ETF | 4,657 | $449,354 | $442,275.29 | - | -$7,078.71 | -1.58% | -1.819% |
| AVLV Avantis U.S. Large Cap Value ETF | 201,011 | $18.33M | $18.47M | - | $132,667.56 | 0.72% | -0.065% |
| AVUQ Avantis U.S. Quality Equity ETF | 231,427 | $15.27M | $15.72M | - | $449,035.82 | 2.94% | -0.902% |
| AVUS Avantis U.S. Equity ETF | 4,049 | $518,596 | $524,527.7 | - | $5,931.7 | 1.14% | -0.457% |
| AVUV Avantis U.S. Small Cap Value ETF | 56,122 | $7M | $6.78M | - | -$225,049.5 | -3.21% | -0.707% |
| BA Boeing Company | 932 | $201,277 | $188,273.32 | - | -$13,003.68 | -6.46% | +2.17% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 65,055 | $6.58M | $6.56M | - | -$20,290.82 | -0.31% | +0.005% |
| BRK-B Berkshire Hathaway Inc. | 458 | $212,372.84 | $232,915.9 | - | $20,543.06 | 9.67% | +1.005% |
| CR Crane NXT Co. | 2,707 | $393,374.64 | $549,412.72 | - | $156,038.08 | 39.67% | +0.341% |
| CSX CSX Corporation | 4,508 | $214,265 | $212,101.4 | - | -$2,163.6 | -1.01% | +0.987% |
| CVX Chevron Corporation | 2,352 | $414,935.35 | $484,041.6 | - | $69,106.25 | 16.65% | +1.675% |
| DFAS Dimensional U.S. Small Cap ETF | 28,126 | $1.82M | $2.22M | - | $391,138.71 | 21.43% | -0.768% |
| DFAU Dimensional US Core Equity Market ETF | 2.86M | $88M | $151.47M | - | $63.48M | 72.13% | -0.508% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 954,934 | $23.43M | $38.31M | - | $14.88M | 63.52% | -1.703% |
| DFIC Dimensional International Core Equity Market ETF | 1.54M | $38.27M | $58.61M | - | $20.34M | 53.16% | -1.307% |
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FAQ
Which stocks have generated the highest profits for Jeffrey Starkey?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US Marketwide Value ETF - $8.3M, Dimensional US High Profitability ETF - $7.37M, Dimensional International Core Equity Market ETF - $4.93M, Dimensional US Core Equity Market ETF - $3.92M, and iShares Core S&P 500 ETF - $2.98M. 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: Trane Technologies plc - $36,725.39, The Coca-Cola Company - $27,502.99, TotalEnergies SE - $17,675.89, United Parcel Service, Inc - $13,783.98, and Alphabet Inc - $10,657.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Starkey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.94M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $3.88M, Dimensional US Core Equity Market ETF - $3.76M, Dimensional Emerging Markets Core Equity 2 ETF - $2M, Dimensional US Marketwide Value ETF - $1.01M, and Dimensional Short-Duration Fixed Income ETF - $903,697.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Starkey's monthly returns?
Jeffrey Starkey'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 Jeffrey Starkey's strategy be considered aggressive or moderate?
Jeffrey Starkey'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 Jeffrey Starkey's strategy?
Jeffrey Starkey'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.
