KK
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:
35.06%
Gain +0.31%
Monthly
0.9%
Yearly
11.38%
Drawdown
13.68%
$185.42M
Equity
Holdings
$185.42M
Investment
$146.57M
$47.89M
Profit +$445,771.56
Realized
$9.04M
Unrealized
$38.85M
Dividends
$8.08M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$445,771.56
Win %
74%
This Week
Compared To Last Week
Gain
-1%
Profit
-$1.87M
Win %
74%
This Month
Compared to last month
Gain
0.35%
Profit
$650,826.3
Win %
74%
This Year
Compared to last year
Gain
-1.66%
Profit
-$3.11M
Win %
76%
WMT Walmart Inc.
+2.06%
+$5,217.37 
MOAT VanEck Morningstar Wide Moat Fund
+1.7%
+$4,112.55 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.54%
+$5,994.98 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.15%
+$16,077 
FVD First Trust Value Line Dividend Index Fund
+1.14%
+$5,358.1 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.99%
+$15,133.23 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.94%
+$4,712.93 
FMHI First Trust Municipal High Income Fund
+0.88%
+$9,911.22 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.88%
+$129,940.72 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
+0.87%
+$1,971.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.83%
+$3,812.91 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.82%
+$2,261 
XMHQ Invesco S&P MidCap Quality ETF
+0.8%
+$118,483.51 
FMB First Trust Managed Municipal Fund
+0.77%
+$8,015.31 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.74%
+$30,071.6 
VB Vanguard Small-Cap ETF
+0.74%
+$2,452.79 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$23,180.5 
VTV Vanguard Value ETF
+0.68%
+$1,671 
RDVY First Trust Rising Dividend Achievers ETF
+0.66%
+$125,021.52 
PRF Invesco FTSE RAFI US 1000 ETF
+0.63%
+$1,393 
SMTH ALPS Smith Core Plus Bond ETF
+0.61%
+$101,595 
FTGS First Trust Growth Strength ETF
+0.58%
+$2,418.9 
FPE First Trust Preferred Securities and Income ETF
+0.5%
+$27,031.7 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.45%
+$1,629.96 
ITA iShares U.S. Aerospace & Defense ETF
+0.42%
+$1,859.73 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.4%
+$2,553.74 
VO Vanguard Mid-Cap ETF
+0.34%
+$4,147.17 
SUB iShares Short-Term National Muni Bond ETF
+0.26%
+$1,026.03 
AAPL Apple Inc.
+0.25%
+$2,236.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$8,413.8 
SKYY First Trust Cloud Computing ETF
+0.13%
+$403.7 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.13%
+$515.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$1,112.11 
LMBS First Trust Low Duration Opportunities ETF
+0.12%
+$2,799.6 
SCHF Schwab International Equity ETF
+0.11%
+$1,643.64 
SCHB Schwab U.S. Broad Market ETF
+0.07%
+$946.7 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$419.13 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$9,882.78 
GOOG Alphabet Inc
+0.03%
+$83.83 
VOO Vanguard S&P 500 ETF
+0.01%
+$957.96 
SMH VanEck Semiconductor ETF
-2.33%
-$5,303.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.1%
-$3,826.78 
MTUM iShares MSCI USA Momentum Factor ETF
-2.04%
-$7,419.65 
TSLA Tesla, Inc.
-1.87%
-$5,134.4 
NVDA NVIDIA Corporation
-1.78%
-$14,898.63 
PWB Invesco Large Cap Growth ETF
-1.69%
-$9,415.45 
XLK State Street Technology Select Sector SPDR ETF
-1.35%
-$11,692.51 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.88%
-$2,442.14 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.77%
-$1,446.59 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$151,451.81 
VONG Vanguard Russell 1000 Growth Fund
-0.54%
-$1,680.31 
VUG Vanguard Growth ETF
-0.5%
-$5,356.8 
SPEM SPDR Portfolio Emerging Markets ETF
-0.5%
-$5,693.64 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.36%
-$4,220.15 
XLI Industrial Select Sector SPDR Fund
-0.3%
-$1,361.23 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.22%
-$5,806.68 
AMZN Amazon.com Inc
-0.22%
-$589.6 
BLOK Amplify Transformational Data Sharing ETF
-0.21%
-$2,229.48 
FDT First Trust Developed Markets ex-US Fund
-0.03%
-$120.71 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$866.75 
IVV iShares Core S&P 500 ETF
0%
-$24.92 Events
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Dividends
Dividend Analysis
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| Trades 573 | Longs Won 460/573 80% | Profit Factor 20.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $500,096.97 |
| Average Win $109,476 | Best Trade (Oct 14) $7.8M | Sharpe Ratio -9.73 |
| Average Loss -$21,823.5 | Worst Trade (Oct 14) -$723,547.58 | Z-Score 9.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $83,582.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,571 | $509,070.33 | $883,986.93 | - | $374,916.6 | 73.65% | +0.254% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 26,394 | $2.98M | $2.62M | - | -$362,105.41 | -12.14% | -0.221% |
| AMZN Amazon.com Inc | 1,072 | $168,061.81 | $271,784.16 | - | $103,722.35 | 61.72% | -0.216% |
| BLOK Amplify Transformational Data Sharing ETF | 18,579 | $678,187.19 | $1.03M | - | $354,247.84 | 52.23% | -0.215% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 46,264 | $4.26M | $4.07M | - | -$193,290.67 | -4.54% | +0.745% |
| BUFR FT Vestladder Buffer ETF-USD I | 173,349 | $5.85M | $6.54M | - | $693,932.42 | 11.87% | -0.013% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,669 | $239,810 | $274,439.92 | - | $34,629.92 | 14.44% | -0.882% |
| DFUS Dimensional U.S. Equity Market ETF | 9,314 | $561,966.61 | $780,094.07 | - | $218,127.46 | 38.82% | +0.054% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 894 | $337,978.26 | $464,786.13 | - | $126,807.87 | 37.52% | +0.827% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,207 | $291,801.72 | $395,016.26 | - | $103,214.54 | 35.37% | +1.541% |
| FDT First Trust Developed Markets ex-US Fund | 4,504 | $343,647.31 | $407,679.56 | - | $64,032.25 | 18.63% | -0.03% |
| FMB First Trust Managed Municipal Fund | 21,663 | $1.1M | $1.05M | - | -$49,247.32 | -4.47% | +0.767% |
| FMHI First Trust Municipal High Income Fund | 25,079 | $1.2M | $1.14M | - | -$63,929.12 | -5.32% | +0.878% |
| FPE First Trust Preferred Securities and Income ETF | 318,020 | $5.48M | $5.43M | - | -$48,806.93 | -0.89% | +0.5% |
| FTGC First Trust Global Tactical Commodity Strategy Fund | 37,951 | $1.09M | $1.18M | - | $90,907.69 | 8.36% | -0.357% |
| FTGS First Trust Growth Strength ETF | 10,995 | $375,919.24 | $420,888.6 | - | $44,969.36 | 11.96% | +0.578% |
| FVD First Trust Value Line Dividend Index Fund | 9,742 | $435,467.56 | $476,578.64 | - | $41,111.08 | 9.44% | +1.137% |
| GOOG Alphabet Inc | 762 | $185,585.33 | $261,945.12 | - | $76,359.79 | 41.15% | +0.032% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 1,047 | $200,762 | $178,853.77 | - | -$21,908.23 | -10.91% | -2.095% |
| ITA iShares U.S. Aerospace & Defense ETF | 2,150 | $272,190.37 | $440,975.75 | - | $168,785.38 | 62.01% | +0.424% |
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Option values are updated at end of day.
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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 S&P 500 ETF - $1.73M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.72M, Vanguard Mid-Cap ETF - $1.25M, Invesco S&P SmallCap Value with Momentum ETF - $1.24M, and ALPS Smith Core Plus Bond ETF - $1.19M. 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 - $11,922.83, 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 $8.08M earned over time. The largest contributors to dividend income include ALPS Smith Core Plus Bond ETF - $1.2M, First Trust Preferred Securities and Income ETF - $784,212.5, Invesco Global Listed Private Equity ETF - $527,819.65, Vanguard S&P 500 ETF - $526,060.85, and VANGUARD FTSE DEVELOPED MARKETS ETF - $516,614.08. 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.
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