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:
13.64%
Gain +0.97%
Monthly
0.62%
Yearly
7.7%
Drawdown
22.51%
$155.51M
Equity
Holdings
$155.51M
Investment
$142.21M
$20.12M
Profit +$1.55M
Realized
$6.82M
Unrealized
$13.3M
Dividends
$2.76M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.97%
Profit
$1.55M
Win %
66%
This Week
Compared To Last Week
Gain
1.01%
Profit
$1.55M
Win %
66%
This Month
Compared to last month
Gain
0.15%
Profit
$237,182.92
Win %
66%
This Year
Compared to last year
Gain
0.92%
Profit
$1.42M
Win %
65%
IBIT iShares Bitcoin Trust
+6.08%
+$105,109.2 
ETHA iShares Ethereum Trust
+4.12%
+$77,795.86 
TSLA Tesla, Inc.
+2.92%
+$146,098.86 
IBKR Interactive Brokers Group Inc.
+2.28%
+$106,484.94 
SPCX Space Exploration Technologies Corp. Class A
+2.1%
+$31,308.7 
QQQ Invesco QQQ Trust, Series 1
+2.05%
+$207,466.26 
IGV iShares Expanded Tech-Software Sector ETF
+2.01%
+$94,185 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.85%
+$237,958.33 
GOOG Alphabet Inc
+1.78%
+$118,802.86 
C Citigroup Inc.
+1.71%
+$108,798.75 
GEV GE Vernova Inc.
+1.6%
+$69,499.84 
NVDA NVIDIA Corporation
+1.44%
+$121,462.4 
ILF iShares Latin America 40 ETF
+0.93%
+$28,040.91 
XLRE The Real Estate Select Sector SPDR Fund
+0.83%
+$5,152.13 
IWM iShares Russell 2000 ETF
+0.67%
+$59,496.89 
LPLA LPL Financial Holdings Inc.
+0.64%
+$2,910.61 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$36,417.36 
APO Apollo Global Management, Inc.
+0.6%
+$1,275 
WMT Walmart Inc.
+0.58%
+$2,540.76 
JPM JPMorgan Chase & Co.
+0.57%
+$22,996.3 
AMZN Amazon.com Inc
+0.44%
+$3,277.8 
AAPL Apple Inc.
+0.37%
+$6,209.58 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.26%
+$49,833.3 
BKNG Booking Holdings Inc.
+0.25%
+$1,136.9 
BAC Bank of America Corporation
+0.23%
+$745.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.2%
+$7,727.84 
AXP American Express Company
+0.2%
+$907.68 
RL Ralph Lauren Corporation
+0.12%
+$251.99 
JPIE JPMorgan Income ETF
+0.11%
+$6,095.15 
XLU Utilities Select Sector SPDR Fund
+0.05%
+$2,320.17 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$1,429.19 
XLE Energy Select Sector SPDR Fund
-1.92%
-$5,941.91 
AMP Ameriprise Financial, Inc.
-1.38%
-$5,970.47 
HD The Home Depot, Inc.
-0.86%
-$12,999.11 
GLD SPDR Gold Shares
-0.61%
-$16,409 
BRK-B Berkshire Hathaway Inc.
-0.5%
-$1,609.65 
SLV iShares Silver Trust
-0.34%
-$8,006.48 
MSFT Microsoft Corp.
-0.2%
-$1,370.82 Events
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Dividends
Dividend Analysis
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| Trades 190 | Longs Won 116/190 61% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $635,110.78 |
| Average Win $321,898.77 | Best Trade (Sep 04) $3.79M | Sharpe Ratio -10 |
| Average Loss -$232,724.33 | Worst Trade (Jun 29) -$2.79M | Z-Score -0.59 (44.49%) |
| Commissions $0 | Avg. Trade Length 8m 3w | Expectancy $105,887.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 668 | 601 | 534 | 468 | 401 | 334 | 267 | 200 | 134 | 67 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,028 | $1.26M | $1.7M | - | $437,159.55 | 34.72% | +0.367% |
| AMP Ameriprise Financial, Inc. | 795 | $390,544 | $426,771.9 | - | $36,227.9 | 9.28% | -1.38% |
| AMZN Amazon.com Inc | 2,953 | $568,974.71 | $752,483.46 | - | $183,508.75 | 32.25% | +0.438% |
| APO Apollo Global Management, Inc. | 1,700 | $222,037 | $215,322 | - | -$6,715 | -3.02% | +0.596% |
| AXP American Express Company | 1,488 | $466,559.37 | $464,508.96 | - | -$2,050.41 | -0.44% | +0.196% |
| BAC Bank of America Corporation | 5,736 | $278,216.64 | $331,884.96 | - | $53,668.32 | 19.29% | +0.225% |
| BKNG Booking Holdings Inc. | 2,675 | $531,621.47 | $450,269.37 | - | -$81,352.1 | -15.3% | +0.253% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 142,919 | $16.73M | $16.9M | - | $165,785.75 | 0.99% | +0.008% |
| BRK-B Berkshire Hathaway Inc. | 630 | $285,566.48 | $319,545.45 | - | $33,978.97 | 11.9% | -0.501% |
| C Citigroup Inc. | 48,355 | $3.5M | $6.48M | - | $2.99M | 85.4% | +1.708% |
| ETHA iShares Ethereum Trust | 94,873 | $1.13M | $1.97M | - | $839,626.02 | 74.43% | +4.116% |
| GEV GE Vernova Inc. | 4,621 | $5.43M | $4.41M | - | -$1.01M | -18.68% | +1.599% |
| GLD SPDR Gold Shares | 6,725 | $2.48M | $2.68M | - | $204,103.25 | 8.24% | -0.608% |
| GOOG Alphabet Inc | 19,349 | $3.68M | $6.78M | - | $3.1M | 84.07% | +1.783% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 462,055 | $12.78M | $13.12M | - | $344,230.74 | 2.69% | +1.847% |
| HD The Home Depot, Inc. | 5,058 | $1.97M | $1.5M | - | -$463,211.22 | -23.54% | -0.857% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 48,299 | $3.86M | $3.8M | - | -$61,822.69 | -1.6% | +0.204% |
| IBIT iShares Bitcoin Trust | 37,539 | $1.33M | $1.83M | - | $507,151.89 | 38.26% | +6.084% |
| IBKR Interactive Brokers Group Inc. | 51,442 | $3.55M | $4.77M | - | $1.22M | 34.41% | +2.283% |
| IGV iShares Expanded Tech-Software Sector ETF | 44,850 | $3.86M | $4.77M | - | $909,558 | 23.53% | +2.012% |
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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 Kyle R. Spahn?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $4.39M, Citigroup Inc - $2.53M, NVIDIA Corporation - $2.53M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.14M, and Alphabet Inc - $1.53M. 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: Tesla, Inc - $2.94M, Strategy Inc - $1.64M, MercadoLibre, Inc - $1.18M, Cameco Corporation - $1.13M, and Coinbase Global, Inc - $698,295.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle R. Spahn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.76M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.35M, Citigroup Inc - $267,553.21, iShares iBoxx $ High Yield Corporate Bond ETF - $250,829.77, iShares Russell 2000 ETF - $124,264.97, and JPMorgan Income ETF - $90,914.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle R. Spahn's monthly returns?
Kyle R. Spahn's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kyle R. Spahn's strategy be considered aggressive or moderate?
Kyle R. Spahn's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kyle R. Spahn's strategy?
Kyle R. Spahn's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
