KMK
Krista M. Ketelsen Portfolio
Invests via NavPoint Financial, Inc. | Managed by Krista M. Ketelsen, David Gary Martell, Bruce Edwin Carlson
Invests via NavPoint Financial, Inc.
Managed by Krista M. Ketelsen, David Gary Martell, Bruce Edwin Carlson
Automatically Tracked
Krista M. Ketelsen Profile
Senior finance executive and corporate strategist with extensive experience in private equity-backed carve-outs, M&A and FP&A in middle-market industrials and services. Krista M. Ketelsen has led transaction diligence, post-acquisition integration and budgeting cycles; known for driving margin improvement, cost restructuring and operational KPIs. Typical investor counterpart to growth buyouts and restructuring situations; profile useful to buy-side deal teams evaluating management depth and value-creation plans.
Senior finance executive and corporate strategist with extensive experience in private equity-backed carve-outs, M&A and FP&A in middle-market industrials and services. Krista M. Ketelsen has led transaction diligence, post-acquisition integration and budgeting cycles; known for driving margin improvement, cost restructuring and operational KPIs. Typical investor counterpart to growth buyouts and restructuring situations; profile useful to buy-side deal teams evaluating management depth and value-creation plans.
Investment Philosophy & Strategy
Focuses on operationally driven, value‑creation investing in middle‑market industrials and services, prioritizing transactions where hands‑on governance and rigorous FP&A can unlock margin expansion. Prefers private equity‑style buyouts, carve‑outs and turnaround situations with clear levers for cost restructuring, working capital optimization and KPI‑led integration. Capital allocation favors disciplined, milestone‑linked deployments and short‑to‑medium term horizons tied to execution of restructuring plans. Decision making is data‑centric, diligence‑heavy and oriented toward measurable operational outcomes.
Focuses on operationally driven, value‑creation investing in middle‑market industrials and services, prioritizing transactions where hands‑on governance and rigorous FP&A can unlock margin expansion. Prefers private equity‑style buyouts, carve‑outs and turnaround situations with clear levers for cost restructuring, working capital optimization and KPI‑led integration. Capital allocation favors disciplined, milestone‑linked deployments and short‑to‑medium term horizons tied to execution of restructuring plans. Decision making is data‑centric, diligence‑heavy and oriented toward measurable operational outcomes.
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:
3.5%
Gain
Monthly
0.11%
Yearly
1.36%
Drawdown
30.93%
$257.2M
Equity
Holdings
$257.2M
Investment
$211.58M
$49.44M
Profit -$482,876.88
Realized
$3.82M
Unrealized
$45.62M
Dividends
$8.58M
Goals
Avg. 90% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$482,876.88
Win %
75%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$432,811.25
Win %
75%
This Month
Compared to last month
Gain
0.66%
Profit
$1.69M
Win %
75%
This Year
Compared to last year
Gain
4%
Profit
$9.9M
Win %
75%
GIS General Mills, Inc.
+4.31%
+$13,072.73 
IBM International Business Machines Corporation
+3.27%
+$8,616.78 
ROST Ross Stores, Inc.
+3.04%
+$52,772.5 
UNH UnitedHealth Group Incorporated
+2.76%
+$14,944.3 
MCD McDonald's Corporation
+2.5%
+$6,883.61 
KO The Coca-Cola Company
+2.49%
+$8,499.3 
COST Costco Wholesale Corporation
+2.41%
+$8,466.22 
TGT Target Corporation
+2.11%
+$46,317.04 
MSFT Microsoft Corp.
+2.09%
+$36,437.66 
CLX The Clorox Company
+1.77%
+$5,368.12 
AAPL Apple Inc.
+1.65%
+$203,736.6 
DRI Darden Restaurants, Inc.
+1.63%
+$7,052.58 
VHT Vanguard Health Care ETF
+1.62%
+$4,354.93 
OAKM Oakmark U.S. Large Cap ETF
+1.15%
+$84,589.85 
MOAT VanEck Morningstar Wide Moat Fund
+1.13%
+$3,795.6 
MMM 3M Company
+0.81%
+$6,812 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$9,823 
XOM Exxon Mobil Corporation
+0.73%
+$9,283.48 
VDE Vanguard Energy ETF
+0.67%
+$1,409.33 
AXP American Express Company
+0.64%
+$2,246.49 
AMZN Amazon.com Inc
+0.61%
+$13,198.18 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,488.02 
TDVG T. Rowe Price Dividend Growth ETF
+0.41%
+$5,068.4 
MELI MercadoLibre, Inc.
+0.33%
+$934.78 
GOOG Alphabet Inc
+0.29%
+$874.56 
GOOGL Alphabet Inc
+0.27%
+$2,431.44 
FEGE First Eagle Global Equity ETF
+0.26%
+$5,263.18 
CGDG Capital Group Dividend Growers ETF
+0.24%
+$14,523.21 
FPAG FPA Global Equity ETF
+0.22%
+$36,255.42 
VB Vanguard Small-Cap ETF
+0.18%
+$15,733.69 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$8,350.29 
PLTR Palantir Technologies Inc.
+0.14%
+$1,015.02 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$1,277.94 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$2,162.96 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$1,324.7 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$129.46 
ORCL Oracle Corporation
-4.27%
-$12,723.68 
SMH VanEck Semiconductor ETF
-3.78%
-$13,404.01 
RING iShares MSCI Global Gold Miners ETF
-3.67%
-$9,734.09 
ARKK ARK Innovation ETF Fund
-3%
-$46,913.31 
NVDA NVIDIA Corporation
-2.41%
-$22,661.12 
CGGO Capital Group Global Growth Equity ETF
-1.94%
-$197,294.76 
GLD SPDR Gold Shares
-1.76%
-$50,694.12 
IAU iShares Gold Trust
-1.73%
-$100,167.21 
GLDM SPDR Gold MiniShares Trust
-1.7%
-$349,763.44 
IAUM iShares Gold Trust Micro
-1.7%
-$10,424.33 
CGNG Capital Group New Geography Equity ETF
-1.68%
-$59,483.6 
IBIT iShares Bitcoin Trust
-1.22%
-$32,375.7 
VBK Vanguard Small-Cap Growth ETF
-1.21%
-$5,854.88 
GBTC Grayscale Bitcoin Trust ETF
-1.15%
-$7,656 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$21,590.46 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$39,464.4 
CGGR Capital Group Growth ETF
-0.96%
-$14,037.75 
WINN Harbor Long-Term Growers ETF
-0.73%
-$2,560.74 
ACWI iShares MSCI ACWI ETF
-0.59%
-$8,157.27 
VT Vanguard Total World Stock ETF
-0.53%
-$31,246.32 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.31%
-$10,261.4 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$2,240.16 
VOO Vanguard S&P 500 ETF
-0.27%
-$30,424.22 
CGUS Capital Group Core Equity ETF
-0.26%
-$676.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$15,062.7 
CGMU Capital Group Municipal Income ETF
-0.15%
-$3,834.76 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.14%
-$755.6 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$5,097.85 
CGDV Capital Group Dividend Value ETF
-0.13%
-$1,462.37 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.13%
-$1,428.9 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$10,288.51 
VPLS Vanguard Core-Plus Bond ETF
-0.06%
-$6,545.53 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$649.82 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$544.69 
JPIE JPMorgan Income ETF
-0.01%
-$2,494.5 Events
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Dividends
Dividend Analysis
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| Trades 421 | Longs Won 328/421 77% | Profit Factor 19.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $633,639.83 |
| Average Win $158,962.56 | Best Trade (Jul 10) $10.09M | Sharpe Ratio -11.87 |
| Average Loss -$29,001.67 | Worst Trade (Jul 13) -$725,849.39 | Z-Score 14.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $117,440.77 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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