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Katelyn Kappius Portfolio
Invests via Traction Financial Partners, LLC | Managed by Evan Barnes, Robert Heykoop
Invests via Traction Financial Partners, LLC
Managed by Evan Barnes, Robert Heykoop
Automatically Tracked
Katelyn Kappius Profile
Growth-stage investor and operator with a focus on scaling enterprise software and health-technology businesses. Katelyn Kappius brings experience in corporate development, strategy and capital raising for VC-backed companies, and has led initiatives across go-to-market, partnerships and product commercialization. Active in board and operating roles, she evaluates market fit, unit economics and founder teams, and works closely with management on growth execution and exit planning. Typically involved with early-to-growth rounds and strategic minority stakes.
Growth-stage investor and operator with a focus on scaling enterprise software and health-technology businesses. Katelyn Kappius brings experience in corporate development, strategy and capital raising for VC-backed companies, and has led initiatives across go-to-market, partnerships and product commercialization. Active in board and operating roles, she evaluates market fit, unit economics and founder teams, and works closely with management on growth execution and exit planning. Typically involved with early-to-growth rounds and strategic minority stakes.
Investment Philosophy & Strategy
Focuses on scaling enterprise software and health-tech through selective early-to-growth equity, preferring minority stakes that preserve founder incentives while providing hands-on operational support. Investment lens emphasizes product-market fit, repeatable unit economics, scalable GTM and partnership-driven distribution. Capital allocation balances conviction in high-margin SaaS models with disciplined staging tied to customer traction and KPIs. Decision-making blends corporate-development rigor with board-level execution, prioritizing exit optionality and durable revenue growth.
Focuses on scaling enterprise software and health-tech through selective early-to-growth equity, preferring minority stakes that preserve founder incentives while providing hands-on operational support. Investment lens emphasizes product-market fit, repeatable unit economics, scalable GTM and partnership-driven distribution. Capital allocation balances conviction in high-margin SaaS models with disciplined staging tied to customer traction and KPIs. Decision-making blends corporate-development rigor with board-level execution, prioritizing exit optionality and durable revenue growth.
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:
38.25%
Gain -0.54%
Monthly
1.02%
Yearly
12.96%
Drawdown
13.68%
$189.14M
Equity
Holdings
$189.14M
Investment
$146.57M
$51.61M
Profit -$868,001.01
Realized
$9.04M
Unrealized
$42.57M
Dividends
$7.66M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$868,001.01
Win %
81%
This Week
Compared To Last Week
Gain
0.21%
Profit
$401,914.68
Win %
81%
This Month
Compared to last month
Gain
2.1%
Profit
$3.9M
Win %
81%
This Year
Compared to last year
Gain
0.31%
Profit
$613,101.75
Win %
81%
TSLA Tesla, Inc.
+3.8%
+$9,325.04 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.23%
+$4,282.84 
MOAT VanEck Morningstar Wide Moat Fund
+1.26%
+$3,156.66 
AAPL Apple Inc.
+1%
+$7,738.71 
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$3,090.78 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$161,409.24 
PRF Invesco FTSE RAFI US 1000 ETF
+0.61%
+$1,353.2 
FMHI First Trust Municipal High Income Fund
+0.24%
+$2,934.24 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
0%
+$713.96 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
+$11.94 
XSVM Invesco S&P SmallCap Value with Momentum ETF
0%
+$38.58 
FDT First Trust Developed Markets ex-US Fund
0%
+$6.76 
LMBS First Trust Low Duration Opportunities ETF
0%
+$14 
AMZN Amazon.com Inc
0%
$0 
GOOG Alphabet Inc
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.02 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
FTGS First Trust Growth Strength ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.01 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
0%
-$0.93 
PWB Invesco Large Cap Growth ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.29 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.01 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.48 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.02 
VTV Vanguard Value ETF
0%
+$0.01 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
-$0.39 
SMTH ALPS Smith Core Plus Bond ETF
0%
$0 
WMT Walmart Inc.
-0.25%
-$633.07 Events
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Dividends
Dividend Analysis
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| Trades 573 | Longs Won 475/573 82% | Profit Factor 38.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $508,440.77 |
| Average Win $111,533.55 | Best Trade (Aug 17) $7.72M | Sharpe Ratio -9.73 |
| Average Loss -$13,925.76 | Worst Trade (Aug 25) -$312,268.46 | Z-Score 16.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $90,076.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,571 | $509,070.33 | $784,823.46 | - | $275,753.13 | 54.17% | +0.996% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 26,394 | $2.98M | $3.26M | - | $275,045.75 | 9.22% | 0.0 |
| AMZN Amazon.com Inc | 1,072 | $168,061.81 | $286,524.16 | - | $118,462.35 | 70.49% | 0.0 |
| BLOK Amplify Transformational Data Sharing ETF | 18,579 | $678,187.19 | $1.12M | - | $438,782.29 | 64.7% | 0.0 |
| BOND PIMCO Active Bond Exchange-Traded Fund | 46,264 | $4.26M | $4.19M | - | -$72,541.63 | -1.7% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 173,349 | $5.85M | $6.47M | - | $627,193.06 | 10.73% | 0.0 |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,669 | $239,810 | $267,940.91 | - | $28,130.91 | 11.73% | 0.0 |
| DFUS Dimensional U.S. Equity Market ETF | 9,314 | $561,966.61 | $787,591.84 | - | $225,625.23 | 40.15% | 0.0 |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 894 | $337,978.26 | $480,212.1 | - | $142,233.84 | 42.08% | 0.0 |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,207 | $291,801.72 | $392,639.31 | - | $100,837.59 | 34.56% | 0.0 |
| FDT First Trust Developed Markets ex-US Fund | 4,504 | $343,647.31 | $427,391.32 | - | $83,744.01 | 24.37% | +0.002% |
| FMB First Trust Managed Municipal Fund | 21,663 | $1.1M | $1.1M | - | -$5,921.32 | -0.54% | 0.0 |
| FMHI First Trust Municipal High Income Fund | 25,079 | $1.2M | $1.2M | - | $523.91 | 0.04% | +0.244% |
| FPE First Trust Preferred Securities and Income ETF | 318,020 | $5.48M | $5.66M | - | $175,397.17 | 3.2% | 0.0 |
| FTGC First Trust Global Tactical Commodity Strategy Fund | 37,951 | $1.09M | $1.13M | - | $39,484.09 | 3.63% | 0.0 |
| FTGS First Trust Growth Strength ETF | 10,995 | $375,919.24 | $438,810.45 | - | $62,891.21 | 16.73% | 0.0 |
| FVD First Trust Value Line Dividend Index Fund | 9,742 | $435,467.56 | $492,750.36 | - | $57,282.8 | 13.15% | 0.0 |
| GOOG Alphabet Inc | 762 | $185,585.33 | $260,885.94 | - | $75,300.61 | 40.57% | 0.0 |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 1,047 | $200,762 | $197,778.29 | - | -$2,983.71 | -1.49% | 0.0 |
| ITA iShares U.S. Aerospace & Defense ETF | 2,150 | $272,190.37 | $540,983 | - | $268,792.63 | 98.75% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Katelyn Kappius?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.71M, Vanguard S&P 500 ETF - $1.68M, Vanguard Mid-Cap ETF - $1.25M, Invesco S&P SmallCap Value with Momentum ETF - $1.23M, and ALPS Smith Core Plus Bond ETF - $1.13M. 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: Meta Platforms Inc Class A - $29,661.54, First Trust Cloud Computing ETF - $29,101.28, First Trust NASDAQ Cybersecurity ETF - $11,930.57, The Home Depot, Inc - $7,259.2, and Alphabet Inc - $4,122.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katelyn Kappius's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.66M earned over time. The largest contributors to dividend income include ALPS Smith Core Plus Bond ETF - $1.15M, First Trust Preferred Securities and Income ETF - $752,505.91, Invesco Global Listed Private Equity ETF - $527,819.65, VANGUARD FTSE DEVELOPED MARKETS ETF - $501,679.58, and Vanguard S&P 500 ETF - $482,422.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katelyn Kappius's monthly returns?
Katelyn Kappius's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Katelyn Kappius's strategy be considered aggressive or moderate?
Katelyn Kappius's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Katelyn Kappius's strategy?
Katelyn Kappius's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
