KRS
Kyle R. Spahn Portfolio
Invests via Spahn Wealth & Retirement LLC | Managed by Kyle R. Spahn
Invests via Spahn Wealth & Retirement LLC
Managed by Kyle R. Spahn
Automatically Tracked
Kyle R. Spahn Profile
With a dynamic career in investment management, Kyle R. Spahn stands out as a strategic leader with substantial experience in capital markets and corporate finance. His multifaceted background encompasses roles within both public corporations and private enterprises, positioning him uniquely at the intersection of operational leadership and investor interests. As an executive known for fostering growth-oriented initiatives, he has demonstrated expertise in aligning resources to achieve targeted outcomes that resonate across various stakeholder groups. This blend of financial acumen and hands-on operational insight allows him to navigate complex market landscapes effectively, making him an influential figure in driving organizational success.
With a dynamic career in investment management, Kyle R. Spahn stands out as a strategic leader with substantial experience in capital markets and corporate finance. His multifaceted background encompasses roles within both public corporations and private enterprises, positioning him uniquely at the intersection of operational leadership and investor interests. As an executive known for fostering growth-oriented initiatives, he has demonstrated expertise in aligning resources to achieve targeted outcomes that resonate across various stakeholder groups. This blend of financial acumen and hands-on operational insight allows him to navigate complex market landscapes effectively, making him an influential figure in driving organizational success.
Investment Philosophy & Strategy
With a keen eye for transformational opportunities, Kyle R. Spahn leverages his extensive experience in capital markets to identify pathways for innovative growth. His strategic foresight combines operational expertise with an unwavering commitment to building scalable business models. An advocate for entrepreneurial ventures, he actively seeks investments that reflect strong potential within evolving sectors. By aligning market dynamics with investor aspirations, he adeptly positions organizations to thrive amidst competition while unlocking value across diverse portfolios.
With a keen eye for transformational opportunities, Kyle R. Spahn leverages his extensive experience in capital markets to identify pathways for innovative growth. His strategic foresight combines operational expertise with an unwavering commitment to building scalable business models. An advocate for entrepreneurial ventures, he actively seeks investments that reflect strong potential within evolving sectors. By aligning market dynamics with investor aspirations, he adeptly positions organizations to thrive amidst competition while unlocking value across diverse portfolios.
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:
26.91%
Gain +1.4%
Monthly
1.37%
Yearly
17.8%
Drawdown
23.17%
$91.27M
Equity
Holdings
$91.27M
Investment
$74.93M
$24.48M
Profit +$1.31M
Realized
$8.15M
Unrealized
$16.33M
Dividends
$2.25M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.4%
Profit
$1.31M
Win %
68%
This Week
Compared To Last Week
Gain
1.45%
Profit
$1.31M
Win %
68%
This Month
Compared to last month
Gain
0.55%
Profit
$496,980.94
Win %
68%
This Year
Compared to last year
Gain
-40.69%
Profit
-$66.02M
Win %
68%
BKNG Booking Holdings Inc.
+4.81%
+$22,402.25 
AXP American Express Company
+3.41%
+$16,516.8 
NVDA NVIDIA Corporation
+3.22%
+$277,569.6 
AMZN Amazon.com Inc
+2.94%
+$174,713.76 
IBKR Interactive Brokers Group Inc.
+2.88%
+$132,481.13 
GOOG Alphabet Inc
+2.55%
+$183,878.52 
RL Ralph Lauren Corporation
+2.54%
+$6,156 
PH Parker-Hannifin Corporation
+2.37%
+$108,431.48 
MSFT Microsoft Corp.
+2.27%
+$97,052.24 
AAPL Apple Inc.
+1.73%
+$111,736.42 
PANW Palo Alto Networks, Inc.
+1.51%
+$70,680.78 
C Citigroup Inc.
+1.32%
+$87,280.4 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$3,061.8 
TSLA Tesla, Inc.
+0.67%
+$50,551.19 
XLU Utilities Select Sector SPDR Fund
+0.66%
+$28,502.9 
IWM iShares Russell 2000 ETF
+0.61%
+$41,966.32 
AMP Ameriprise Financial, Inc.
+0.59%
+$2,162.4 
HD The Home Depot, Inc.
+0.48%
+$8,016.88 
LPLA LPL Financial Holdings Inc.
+0.21%
+$880.11 
JPIE JPMorgan Income ETF
+0.1%
+$507.37 
Events
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Dividends
Dividend Analysis
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| Trades 159 | Longs Won 98/159 61% | Profit Factor 3.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $667,724.04 |
| Average Win $348,127.9 | Best Trade (Jun 15) $3.6M | Sharpe Ratio -9.41 |
| Average Loss -$157,912.64 | Worst Trade (Jun 29) -$2.79M | Z-Score -1.63 (90.61%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $153,986.56 |
| 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% | 0.13% |
| Consecutive Losing Trades | 578 | 520 | 462 | 405 | 347 | 289 | 231 | 173 | 116 | 58 |
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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