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:
16.98%
Gain +0.31%
Monthly
0.82%
Yearly
10.35%
Drawdown
22.63%
$93.74M
Equity
Holdings
$93.74M
Investment
$74.93M
$24.33M
Profit +$518,095.51
Realized
$5.52M
Unrealized
$18.81M
Dividends
$2.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$518,095.51
Win %
82%
This Week
Compared To Last Week
Gain
2.17%
Profit
$1.99M
Win %
82%
This Month
Compared to last month
Gain
2.17%
Profit
$1.99M
Win %
82%
This Year
Compared to last year
Gain
19.49%
Profit
$15.29M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$897,958.79 
GOOG Alphabet Inc
+6.88%
+$462,110.46 
LPLA LPL Financial Holdings Inc.
+4.28%
+$20,138.58 
MSFT Microsoft Corp.
+3.02%
+$148,689.43 
NVDA NVIDIA Corporation
+2.93%
+$240,140.05 
PANW Palo Alto Networks, Inc.
+1.89%
+$103,006.35 
PH Parker-Hannifin Corporation
+1.43%
+$69,717.01 
XLE Energy Select Sector SPDR Fund
+1%
+$31,162.03 
TSLA Tesla, Inc.
+0.76%
+$43,619.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,171.8 
BAC Bank of America Corporation
+0.36%
+$13,671.68 
JPM JPMorgan Chase & Co.
+0.27%
+$10,829.74 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,097.11 
C Citigroup Inc.
+0.1%
+$6,166.08 
WMT Walmart Inc.
+0.09%
+$409.81 
AAPL Apple Inc.
-7.35%
-$544,687.28 
IBKR Interactive Brokers Group Inc.
-2.75%
-$126,148.38 
RL Ralph Lauren Corporation
-1.44%
-$3,342 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$29,952.2 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$15,809.51 
IWM iShares Russell 2000 ETF
-0.47%
-$32,588.32 
HD The Home Depot, Inc.
-0.42%
-$7,030.72 
AXP American Express Company
-0.38%
-$1,889.75 
BKNG Booking Holdings Inc.
-0.18%
-$960.56 
JPIE JPMorgan Income ETF
-0.09%
-$451 Events
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Dividends
Dividend Analysis
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| Trades 159 | Longs Won 103/159 64% | Profit Factor 2.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $734,375.08 |
| Average Win $375,500.98 | Best Trade (Aug 05) $3.72M | Sharpe Ratio -9.48 |
| Average Loss -$256,189.49 | Worst Trade (Jun 29) -$2.79M | Z-Score 0.86 (61.18%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $153,018.8 |
| 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% | 0.38% |
| Consecutive Losing Trades | 366 | 329 | 293 | 256 | 220 | 183 | 146 | 110 | 73 | 37 |
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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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 - $2.5M, NVIDIA Corporation - $2.26M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.91M, and Alphabet Inc - $1.4M. 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 - $2.8M, 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 $2.33M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.12M, Citigroup Inc - $235,155.36, iShares iBoxx $ High Yield Corporate Bond ETF - $193,446.69, iShares Russell 2000 ETF - $124,264.97, and JPMorgan Chase & Co - $85,129.9. 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 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.
