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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:
5.75%
Gain
Monthly
0.18%
Yearly
2.22%
Drawdown
22.95%
$182.16M
Equity
Holdings
$182.16M
Investment
$141.55M
$49.06M
Profit -$479,929.98
Realized
$8.45M
Unrealized
$40.61M
Dividends
$7.41M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$479,929.98
Win %
89%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$860,952.31
Win %
89%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.4M
Win %
89%
This Year
Compared to last year
Gain
12.15%
Profit
$19.73M
Win %
86%
WMT Walmart Inc.
+2.21%
+$5,413.26 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+2.11%
+$34,322.41 
FVD First Trust Value Line Dividend Index Fund
+1.69%
+$8,047.12 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.57%
+$8,438.85 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.43%
+$23,122.15 
AAPL Apple Inc.
+1.4%
+$11,867.55 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1.22%
+$8,565.7 
MOAT VanEck Morningstar Wide Moat Fund
+1.16%
+$2,745.41 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
+0.57%
+$1,392.63 
VTV Vanguard Value ETF
+0.41%
+$1,394.1 
XMHQ Invesco S&P MidCap Quality ETF
+0.38%
+$53,474.35 
PRF Invesco FTSE RAFI US 1000 ETF
+0.38%
+$1,384.78 
AMZN Amazon.com Inc
+0.37%
+$1,103.56 
VB Vanguard Small-Cap ETF
+0.31%
+$1,080.4 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.29%
+$43,282.2 
GOOG Alphabet Inc
+0.28%
+$793.62 
FTGS First Trust Growth Strength ETF
+0.24%
+$1,191.78 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$38,068.58 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.13%
+$487.71 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.1%
+$482.76 
SKYY First Trust Cloud Computing ETF
+0.07%
+$165.15 
BLOK Amplify Transformational Data Sharing ETF
-3.05%
-$32,594.94 
MTUM iShares MSCI USA Momentum Factor ETF
-2.85%
-$10,757.52 
ITA iShares U.S. Aerospace & Defense ETF
-2.61%
-$13,244 
NVDA NVIDIA Corporation
-2.56%
-$20,789.57 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$18,671.84 
PWB Invesco Large Cap Growth ETF
-1.91%
-$10,801.12 
TSLA Tesla, Inc.
-1.51%
-$4,464.04 
VONG Vanguard Russell 1000 Growth Fund
-1.39%
-$4,313.66 
FDT First Trust Developed Markets ex-US Fund
-1.35%
-$3,944.59 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$268,662.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$9,415.81 
SCHF Schwab International Equity ETF
-1.04%
-$14,770.41 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$10,671.71 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.96%
-$3,355.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$49,653.7 
VUG Vanguard Growth ETF
-0.81%
-$10,596.3 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.75%
-$3,681.88 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.74%
-$21,614.32 
SMTH ALPS Smith Core Plus Bond ETF
-0.41%
-$71,098.12 
DFUS Dimensional U.S. Equity Market ETF
-0.32%
-$1,936.88 
IVV iShares Core S&P 500 ETF
-0.29%
-$1,859.2 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$62,121.54 
VOO Vanguard S&P 500 ETF
-0.28%
-$47,461.05 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$3,300.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,131.56 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$990 
FMHI First Trust Municipal High Income Fund
-0.19%
-$2,096.72 
BUFR FT Vestladder Buffer ETF-USD I
-0.15%
-$9,401.7 
FMB First Trust Managed Municipal Fund
-0.11%
-$1,486.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,573.6 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.09%
-$246.32 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$2,727.54 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$3,560.35 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$878.54 
VO Vanguard Mid-Cap ETF
-0.03%
-$311.16 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$18.7 Events
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Dividends
Dividend Analysis
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| Trades 525 | Longs Won 424/525 80% | Profit Factor 64.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $505,615.6 |
| Average Win $117,528.87 | Best Trade (Jul 13) $7.59M | Sharpe Ratio -9.43 |
| Average Loss -$7,608 | Worst Trade (Jul 16) -$212,168.78 | Z-Score 13.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 6d | Expectancy $93,454.92 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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Option values are updated at end of day.
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